Podcasts about energy markets

  • 329PODCASTS
  • 815EPISODES
  • 28mAVG DURATION
  • 1WEEKLY EPISODE
  • Jan 30, 2026LATEST
energy markets

POPULARITY

20192020202120222023202420252026

Categories



Best podcasts about energy markets

Show all podcasts related to energy markets

Latest podcast episodes about energy markets

Power Trends: New York ISO Podcast
Ep. 42: Least-Cost Reliability: Even When Fuel Prices Run High

Power Trends: New York ISO Podcast

Play Episode Listen Later Jan 30, 2026 30:59


Electricity prices are rising across New York, and understanding what drives those costs has never been more important. In this Power Trends podcast, NYISO Vice President of Market Structures Shaun Johnson breaks down the factors shaping today's electricity supply charges and explains how wholesale markets produce the most cost-efficient solutions to meet consumer demand. Wholesale electricity supply costs have been climbing as natural gas prices — New York's primary fuel for electricity — have nearly doubled in the past year. Most of what customers pay goes toward utility delivery charges, taxes, and other non-supply components. Electricity bills can be confusing, but Johnson breaks down the two primary charges: The supply cost makes up approximately one third of your bill. The other two thirds are the retail rates your utility company charges plus taxes and fees.The physical composition of the gas pipeline infrastructure factors into retail delivery costs as well. Because New York and New England sit at the tail end of a pipeline network that originates in the Colorado Rockies and the Gulf Coast, delivery costs to northeastern states are among the highest in the nation.As the state moves toward greater electrification and new large loads emerge, demand is expected to keep growing. At the same time, aging generation and long lead times for new resources are tightening supply. These realities put upward pressure on prices too.“Our market philosophy has always been sort of simple,” Johnson notes, “how do we keep the lights on at the lowest cost via competition.”Check out the complete podcast to explore how wholesale markets function, what's driving today's costs, and how NYISO works to maintain grid reliability at the lowest cost — even when fuel prices surge.More resourcesPlease visit our new winter pricing resource page to explain what's behind rising costs.Learn More Follow us on X/Twitter @NewYorkISO, LinkedIn @NYISO, Bluesky @nyiso.com Read our blogs and watch our videos

Money Life with Chuck Jaffe
Hennessy's Cook on how global tensions are impacting energy markets

Money Life with Chuck Jaffe

Play Episode Listen Later Jan 15, 2026 59:49


Ben Cook, portfolio manager for the Hennessy Energy Transition Fund, says that the removal of Venezuelan president Nicholas Maduro "will do little to change the global balance for the supply of crude oil" and says the situation is unlikely to have much price impact. He worries more about how tensions in Iran and the Middle East could impact markets if they take a turn for the worse. Cook also notes that government policies have changed investment prospects in classic energy companies compared to alternative energy developers and says he expects that trend to continue. With the stock market again flirting with record highs, Todd Rosenbluth, head of research at VettaFi, looks to an actively managed large-cap fund as his "ETF of the Week," saying that the T. Rowe Price U.S. Equity Research fund  can serve as an adjunct or replacement for a classic index fund in a portfolio, especially for investors hoping to gain an active edge. Chip Lupo discusses the latest credit-card debt survey from WalletHub.com, which showed that nearly 40 percent of consumers expect to have more credit-card debt at the end of the year than they have now, with roughly the same percentage of Americans feeling like they will carry credit debts for the rest of their lives. Plus, Chuck goes off the news on the request that the NCAA recently made to securities regulators to suspend "prediction markets," which are regulated differently from gambling — and are treated more like investments by law — but which have the potential to improperly influence outcomes, athletes and the investors/gamblers drawn to them.

Transmission
The art of origination: Offtake and risk in GB's energy market with Josh Brown (SSE)

Transmission

Play Episode Listen Later Jan 15, 2026 50:34


Want the latest news, analysis, and price indices from power markets around the globe - delivered to your inbox, every week?Sign up for the Weekly Dispatch - Modo Energy's unmissable newsletter.https://bit.ly/TheWeeklyDispatchNavigating the energy transition requires more than just building assets; it requires a deep understanding of how to price risk in a market that is fundamentally cannibalising itself as it grows.The transition to a renewables dominated energy system requires expert commercial strategy, especially in the volatile realm of battery storage and renewable certificate. Ed Porter is joined by Josh Brown - Operations Team Manager at SSE plc to explore what the front office operations of a major utility look like in practice and what navigating market saturation in batteries and the management of third-party assets using financing tools like tolls and Power Purchase Agreements (PPAs).Key topics covered: •How utility origination teams manage the commercial complexity of battery assets in a fundamentally "self-cannibalizing" market?•What internal process are required to negotiate and approve complex, high-risk contracts such as tolls.• Is the energy sector prepared for the disruptive market shift from annual REGO matching to a 24/7 hourly certification system?• How commercial teams are structuring PPAs between developers and offtakers.• Whether Contracts for Difference (CFD) rules are creating significant exposure for large offtakers.About our guestJosh Brown is the Origination Team Manager at SSE, working within the Energy Markets division, managing market-facing power and gas positions for both SSE's own extensive asset base and third-party clients. He specialises in navigating the complexities of Power Purchase Agreements (PPAs) for solar, wind, and hydro, alongside structured battery optimisation products and the management of green certificate trading (including REGOs and ROCs) for the entire group. Connect with Josh here https://www.linkedin.com/in/josh-brown-4a8b0336/?originalSubdomain=ukSSE is a leading clean energy utility with a major presence across Great Britain and Ireland. The group is active across the entire energy value chain, including renewable and thermal generation, electricity networks, and supply. SSE has contracted over 2 GW of batteries and 3 GW of CfD-backed assets in the last two years alone for more information, head to their website. https://www.sse.com/About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets.All episodes of Transmission are available to watch or listen to on the Modo Energy site. To stay up to date with our analysis, research, data visualisations, live events, and conversations, follow us on LinkedIn. Explore The Energy Academy, our bite-sized video series explaining how power markets work.

Transmission
The art of origination: Offtake and risk in GB's energy market with Josh Brown (SSE)

Transmission

Play Episode Listen Later Jan 15, 2026 50:34


Want the latest news, analysis, and price indices from power markets around the globe - delivered to your inbox, every week?Sign up for the Weekly Dispatch - Modo Energy's unmissable newsletter.https://bit.ly/TheWeeklyDispatchNavigating the energy transition requires more than just building assets; it requires a deep understanding of how to price risk in a market that is fundamentally cannibalising itself as it grows.The transition to a renewables dominated energy system requires expert commercial strategy, especially in the volatile realm of battery storage and renewable certificate. Ed Porter is joined by Josh Brown - Operations Team Manager at SSE plc to explore what the front office operations of a major utility look like in practice and what navigating market saturation in batteries and the management of third-party assets using financing tools like tolls and Power Purchase Agreements (PPAs).Key topics covered: •How utility origination teams manage the commercial complexity of battery assets in a fundamentally "self-cannibalizing" market?•What internal process are required to negotiate and approve complex, high-risk contracts such as tolls.• Is the energy sector prepared for the disruptive market shift from annual REGO matching to a 24/7 hourly certification system?• How commercial teams are structuring PPAs between developers and offtakers.• Whether Contracts for Difference (CFD) rules are creating significant exposure for large offtakers.About our guestJosh Brown is the Origination Team Manager at SSE, working within the Energy Markets division, managing market-facing power and gas positions for both SSE's own extensive asset base and third-party clients. He specialises in navigating the complexities of Power Purchase Agreements (PPAs) for solar, wind, and hydro, alongside structured battery optimisation products and the management of green certificate trading (including REGOs and ROCs) for the entire group. Connect with Josh here https://www.linkedin.com/in/josh-brown-4a8b0336/?originalSubdomain=ukSSE is a leading clean energy utility with a major presence across Great Britain and Ireland. The group is active across the entire energy value chain, including renewable and thermal generation, electricity networks, and supply. SSE has contracted over 2 GW of batteries and 3 GW of CfD-backed assets in the last two years alone for more information, head to their website. https://www.sse.com/About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets.All episodes of Transmission are available to watch or listen to on the Modo Energy site. To stay up to date with our analysis, research, data visualisations, live events, and conversations, follow us on LinkedIn. Explore The Energy Academy, our bite-sized video series explaining how power markets work.

MX3.vip
Venezuela After Maduro: Power Shifts, Oil, and Global Consequences

MX3.vip

Play Episode Listen Later Jan 12, 2026 21:28


The world changed fast — and the aftermath may matter even more.In this episode of the MX3 Podcast, we break down what happens after the capture of Venezuela's former president Nicolás Maduro. From the geopolitical fallout to oil negotiations, U.S. strategy, and what this means for Venezuela's future, we analyze the consequences that could reshape global power dynamics.We discuss:• The aftermath of Operation Absolute Resolve  • U.S. control and redistribution of Venezuelan oil  • Venezuela's political future and election questions  • Global reactions from Colombia, Greenland, and beyond  • What this means for energy, security, and world markets  If you care about money, motivation, and the events shaping tomorrow — you're in the right place.

Power Trends: New York ISO Podcast
Ep. 41: Planning for Multiple Futures

Power Trends: New York ISO Podcast

Play Episode Listen Later Jan 9, 2026 34:40


New York's electric grid is at an inflection point. In the latest Power Trends podcast, Senior Vice President of System and Resource Planning Zach Smith unpacks two critical reliability reports recently issued by the NYISO: the Comprehensive Reliability Plan (CRP) and the 2025 Third Quarter Short-Term Assessment of Reliability (STAR).These studies reveal the grid's mounting challenges—from aging generation and accelerating power plant retirements to surging demand driven by electrification and large-scale industrial projects. Extreme weather and supply chain constraints add complexity in planning for the future, Smith says.He notes that assumptions over the next 10 years must also consider a reduced ability to depend on electricity imports from neighboring grids in the future.“We are part of the Eastern Interconnection and it's one of the most amazing machines in the world—it's the entire eastern half of North America,” says Smith, explaining that it has long been a key factor in supporting reliability. “However, our neighbors are experiencing these same strained conditions that we are.” To address these uncertainties, the NYISO is proposing to shift from a single forecast approach to one that considers multiple plausible futures to examine reliability under a range of scenarios. He highlights the urgent need for dispatchable resources to complement the build-out of renewables and energy storage, and the importance of projects like the Champlain Hudson Power Express for New York City and Long Island.Check out the full episode to learn how NYISO is adapting its planning process to maintain reliability during this pivotal moment. The current energy landscape requires an “all of the above” approach to generation, transmission, and demand-side solutions.Additional Resources:·        2025-2034 Comprehensive Reliability Plan (CRP)·        Short-Term Assessment of Reliability: 2025 Quarter 3 (STAR)Learn More Follow us on X/Twitter @NewYorkISO, LinkedIn @NYISO, Bluesky @nyiso.com Read our blogs and watch our videos Check out our Grid of the Future webpage

The Dividend Cafe
Monday - January 5, 2025

The Dividend Cafe

Play Episode Listen Later Jan 5, 2026 19:38


Today's Post - https://bahnsen.co/4q14ZAi Dividend Cafe 2026: Venezuela's Impact on Energy Markets & Market Rally Analysis In the first Dividend Cafe of 2026, the focus is on the major market rally observed on Monday and its underlying factors. The discussion is heavily centered around the recent geopolitical developments in Venezuela, including the U.S. military operation that led to the arrest of Venezuelan leader Nicholas Maduro. The script explores different potential scenarios for Venezuela's political future and the market implications, particularly for the energy sector. Additionally, there are insights on the age of companies going public, recent economic data, and the housing market trends. Upcoming content for the year ahead is also highlighted. 00:00 Introduction and Upcoming Yearly Review 01:18 Market Recap: A Strong Start to the Year 03:08 Energy Sector and Venezuela's Impact 07:38 Venezuela: Geopolitical Developments 14:52 Economic Updates and Housing Market Insights 17:19 Conclusion and Weekly Expectations Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Watt It Takes
Voltus Co-Founder and CEO Dana Guernsey

Watt It Takes

Play Episode Listen Later Dec 29, 2025 86:37


As an aging grid faces rising demand, increasing complexity, and more frequent stress events, one thing has become clear: we don't just need more power, we need power that can show up at the right time, in the right place, and at the right price. What's far less settled is how we get there. Should large energy users build their own power? Should they treat the grid as something to work around rather than work with? Or is there a way for new load to actively strengthen the grid by contributing capacity when it's needed most?This moment is being shaped by real market signals. Just two weeks ago, PJM, the largest power market in the U.S., cleared its latest capacity auction at the market cap yet again, underscoring how tight supply has become and how quickly affordability pressures are building. As data center demand accelerates, those pressures are no longer abstract, they're showing up in prices, planning decisions, and who ultimately pays.These questions have been a throughline for us this year on Watt It Takes. We've talked with founders working across the grid, from storage and interconnection to transmission and large-scale development. Today's conversation brings many of those threads together.Dana Guernsey and her team at Voltus are tackling that challenge at the intersection of demand and supply, turning customer-side flexibility into dependable grid capacity. Voltus sits between energy users and grid operators, aggregating flexible demand from sources like demand response, EV charging, batteries, and onsite generation, and translating it into dispatchable capacity that markets value and pay for. Voltus's business model is a value-share: the company monetizes that flexibility in energy markets and shares the resulting value with the customers providing it.Voltus operates across all major North American power markets, even in an industry where each ISO and RTO plays by different rules. Today, the company manages more than eight gigawatts of flexible capacity and supports tens of thousands of customer sites, with resources dispatched thousands of times each year.On this last episode of the year, I spoke with Dana Guernsey, Co-Founder and CEO of Voltus. We talked about her journey, from growing up in Queens, New York and coming of age around 9/11, to discovering energy markets during her time at EnerNOC, to founding Voltus while starting a family. That path shaped how Dana thinks about complexity, customers, and reliability, and ultimately led her to build Voltus into a platform designed to help make clean, affordable, and reliable power something we don't have to trade off against growth.About Powerhouse Innovation and Powerhouse VenturesPowerhouse Ventures backs seed stage startups developing innovative software to advance clean energy, mobility, and industry. If you are thinking about building something in this space, get in touch with our team.Powerhouse Innovation is a best in class consulting firm, powered by the strongest energy innovation network, data and team in our industry. We partner with world's leading corporations, investors, and utilities to source and evaluate disruptive startups shaping the future of energy and industry.To hear more stories of founders building our energy abundant future, hit the “subscribe” button and leave us a review.

TD Ameritrade Network
Energy Markets Steady Amid Geopolitical Tensions

TD Ameritrade Network

Play Episode Listen Later Dec 29, 2025 7:43


Geopolitical tensions in the Middle East and Eastern Europe have yet to significantly move oil markets, according to Tucker Perkins. While global demand for electricity, particularly from A.I. data centers, is surging, the U.S. power grid is currently unprepared for it. Perkins asserts that natural gas will be the primary energy source to meet this demand in the short term, with nuclear and other alternatives offering longer-term solutions.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Closing Bell
Closing Bell Overtime: Databricks CEO on New Fundraise; What's going on in energy markets? 12/16/25

Closing Bell

Play Episode Listen Later Dec 16, 2025 43:28


Bob Elliott of Unlimited joins the show to break down the market backdrop as investors weigh growth, risk, and positioning, before Leslie Picker reports on what could be the biggest IPO of 2025 with Medline set to price. Databricks CEO Ali Ghodsi discusses his company's latest valuation and what it signals for private AI companies. Collapsing oil prices and unusual Venezuelan shipping activity with Bill Perkins of Skylar Capital. Julia Boorstin explains Instagram's push onto the TV screen. Eric Mandl of Guggenheim on the outlook for tech M&A and what deals could define the next phase for the sector. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jake and Gino Multifamily Investing Entrepreneurs
The Future of Natural Gas: Data, AI & the Next Energy Boom with Jay Bhatty | Jake & Gino show

Jake and Gino Multifamily Investing Entrepreneurs

Play Episode Listen Later Nov 17, 2025 38:27


 Is the future of natural gas actually brighter than we're being told? In this episode of the Jake & Gino podcast, Gino and Jake sit down with Jay Bhatty, founder and CEO of NetGasHub.com, to unpack how data, pipelines, and smart policy are reshaping the future of natural gas in a world obsessed with renewables, AI, and exploding energy demand.Jay explains why the U.S. is the “Saudi Arabia of natural gas” and how that advantage impacts manufacturing, data centers, and your wallet. He breaks down how traders use data from pipelines and price differentials to profit in the energy markets, and why physics—not politics—is often the real constraint on wind and solar. You'll learn how the future of natural gas fits into a balanced energy mix (coal, nuclear, solar, wind), why bright young talent is flocking to the intersection of energy and technology, and how investors can gain exposure to pure natural gas plays. Jay also shares his entrepreneur framework—why you should build “painkiller” businesses, how to spot real-world pain points, and why boring, cash-flowing companies may be the best opportunities of all.Connect with Jay Bhatty: NetGasHub.com • LinkedIn • Jay's book on AmazonChapters:00:00 – Introduction to the Energy Industry and Its Importance 02:55 – The Role of Data in Natural Gas Efficiency05:56 – Natural Gas vs. Renewable Energy Sources09:04 – The Future of Manufacturing and Natural Gas11:49 – Attracting Talent to the Energy Sector14:54 – Entrepreneurship Framework in the Energy Industry19:38 – Opportunities in Small Businesses20:56 – Exploring Natural Resources22:46 – The Future of Data Centers27:43 – The Energy Mix: Finding Balance30:03 – Investing in Energy Diversification31:36 – The Future of Energy: A Balanced Approach34:05 – Gino wraps it up  We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

C.O.B. Tuesday
"Energy Markets Are Moving Into Our Sweet Spot" Featuring Håkan Agnevall, Wärtsilä

C.O.B. Tuesday

Play Episode Listen Later Nov 12, 2025 60:18


Today we had the very exciting opportunity to host Håkan Agnevall, President and CEO of Wärtsilä. Håkan assumed the role of CEO in February 2021 and most recently served as President of Volvo Buses and a member of the Volvo Group Management. In his career, he has held senior management positions with ABB and Bombardier in power systems, robotics, and industrial automation. He has extensive international experience, having worked and lived in the U.S., Canada, Thailand, Brazil, Switzerland and Sweden. Wärtsilä is a global leader in technologies and solutions for the maritime and energy markets. In its Energy business, they offer flexible engine power plants, integrated energy-storage and optimization technologies, and services for the whole lifecycle of their installations. Its Marine portfolio includes engines, propulsion systems and hybrid technologies, integrated powertrain solutions, plus upgrades and lifecycle solutions for vessels. We were thrilled to hear Håkan's perspectives on the evolving energy, marine, and power landscapes. We covered a lot of territory in our conversation, starting with the decarbonization journey in global shipping, how the International Maritime Organization's (IMO) net-zero-by-2050 framework is reshaping vessel design and fueling strategies, and the growing importance of fuel flexibility and efficiency in an increasingly complex regulatory environment as the IMO's carbon-pricing decision delay risks a patchwork of regional rules across the EU, China, and beyond. Håkan walks us through examples of multi-fuel flexibility, how those choices influence vessel architecture, and how shipowners are adapting to the EU ETS and FuelEU Maritime rules, which could roughly double fuel costs by 2030. We discuss Wärtsilä's energy and power business, which provides baseload and balancing power solutions across the U.S. and globally, how data centers are driving off-grid generation, and how Wärtsilä's modular reciprocating engines offer speed-to-market advantages through fast ramp rates, redundancy, and minimal water needs. We explore Wärtsilä's lifecycle service model, the company's global culture and Finnish heritage, their emphasis on innovation, Wärtsilä's Sustainable Technology Hub in Vaasa, where thousands of customers visit each month, and much more. It was a fascinating look at the intersection of shipping, power, and technology, and we can't thank Håkan enough for sharing his time and insights. Mike Bradley opened the discussion by highlighting that this week was full of notable events. The first was the imminent reopening of the U.S. government, which will finally allow for the release of key economic data that could influence the early-December FOMC rate decision and lead to heightened bond market volatility. Next, he discussed the COP 30 Conference currently underway in Brazil, noting its key theme of “getting back on track with Paris levels.” He also pointed out Chevron's Investor Day taking place this Wednesday and shared his takeaways from the Edison Electric Institute (EEI) Conference that he attended over the past few days, where two major themes were “affordability” and “speed to market.” Lastly, he noted this week marks the somber 50th anniversary of the sinking of the Edmund Fitzgerald in Lake Superior, a tragic event in U.S. maritime history. Jeff Tillery also joined and added his thoughts throughout the discussion. We look forward to staying in touch with Håkan and as always, thank you for your support and friendship!

The Bitcoin Standard Podcast
297. The Fiat Standard Lecture 16: Bitcoin and Energy Markets

The Bitcoin Standard Podcast

Play Episode Listen Later Oct 28, 2025 77:44


The Fiat Standard Lecture 16: Bitcoin and Energy Markets discusses proof of work as a technological alternative to fiat's political conflict, how miners seek zero-opportunity-cost energy globally, and why difficulty adjustment turns demand into network security.You can buy the hardcover, ebook or audiobook in several languages on saifedean.com/TFS, where you can also find the full lecture notes available for free download.You can also take the rest of Saifedean's courses by signing up to a membership on saifedean.com/membership

FT News Briefing
Trump's Russian oil sanctions shake energy markets

FT News Briefing

Play Episode Listen Later Oct 24, 2025 12:36


US President Donald Trump's sanctions on Russian oil companies shook energy markets on Thursday, and the US president pardoned Binance co-founder Changpeng Zhao. Plus, President Javier Milei's economic plan rests in the hands of this weekend's midterms elections in Argentina.Mentioned in this podcast:Trump's oil sanctions shake India and energy marketsDonald Trump pardons Binance crypto founder Changpeng ZhaoMilei's make-or-break momentSave 40% on a standard annual digital subscription: ft.com/briefingsale Today's FT News Briefing was produced by Victoria Craig, Sonja Hutson, and Marc Filippino. Our show was mixed by Kelly Garry. Additional help from Michela Tindera, Gavin Kallmann, Michael Lello and David da Silva. The FT's acting co-head of audio is Topher Forhecz. The show's theme music is by Metaphor Music.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Collisions YYC
Crystal Phillips, Growing Innovation Hubs in Calgary

Collisions YYC

Play Episode Listen Later Oct 14, 2025 48:20


Crystal Phillips, former Olympic-level speed skater and co-founder of the Branch Out Foundation, joins Collisions YYC as the newly minted Senior Director at the Opportunity Calgary Investment Fund (OCIF). In this candid and future-forward episode, Crystal and host Tyler Chisholm explore how OCIF is fueling Calgary's transformation through strategic investments in high-potential sectors—from life sciences to agtech to creative industries. Crystal unpacks how OCIF evaluates projects for impact, fosters ecosystem “collisions,” and balances long-term vision with short-term execution. She also shares personal insights on leadership, navigating imposter syndrome, and why Calgary's culture of collaboration remains its greatest asset. This episode is a masterclass in economic development meets emotional intelligence. A must-listen for entrepreneurs, investors, and civic leaders alike.Topics Covered:What OCIF is and how it worksSector-focused economic development (Life Sciences, Agtech, Aerospace, etc.)Creating and funding hubs, nodes, and platformsThe balance of curiosity vs. decision-making in leadershipWhy creative industries are crucial to ecosystem storytellingNavigating imposter syndrome in new rolesCalgary's innovation ecosystem and its unique strengthsFor the extra curiousLinks & Mentions:Opportunity Calgary Investment Fund (OCIF) Branch Out Neurological Foundation Platform CalgaryThe Knowledge SocietyCreative Destruction LabSimilar episodes you might enjoyE515 – Justin Caskey, Transforming Service Business With Technology E512 – Chris Foster, AI Hype vs. Reality: Expert InsightsE500 – Deborah Yedlin, Brains, Business, and Belonging: Unpacking the Calgary AdvantageE513 – Rosa Twyman, Energy Markets, Renewables, and Consumer Impact E495 – Leah Sarich, Exploring the Human Side of Startup Success and ChallengesThis episode is brought to you by clearmotive marketing. When it comes to marketing that truly matters to your business, clearmotive is your go-to partner. With a proven track record of more than 15 years, they understand what makes your business tick. Learn more at https://www.clearmotive.ca and discover how clearmotive can help your marketing thrive.We're on social media! Follow us for episodes you might have missed and key insights on Western Canada directly on your feeds.Instagram: https://www.instagram.com/collisionsyycLinkedIn: https://www.linkedin.com/company/collisions-yycYouTube: https://www.youtube.com/@collisionsyycWebsite: https://www.collisionsyyc.comThank you for tuning into Collisions YYC!Remember to subscribe and follow us on Spotify and Apple Podcasts so you never miss an episode.If you loved the episode, please leave us a 5-star review and share the show with your friends! These things really help us reach more potential fans and share everything that's amazing about Western Canada.We sincerely appreciate your support of our local podcast.Host links:Tyler's website: https://www.tylerchisholm.comTyler's LinkedIn: https://www.linkedin.com/in/tylerchisholmGuest links:Crystal Phillips' LinkedIn: https://www.linkedin.com/in/crystal-phillips-7296b932OCIF's Website: https://www.opportunitycalgary.com/Collisions YYC is a Tyler Chisholm original production // Brought to you by clearmotive marketing

Catalyst with Shayle Kann
The new wave of DERs

Catalyst with Shayle Kann

Play Episode Listen Later Oct 2, 2025 39:03


Demand response was the original distributed energy resource. In its early days, it was surprisingly manual: a grid operator would call up a large load, like a factory, and request a few hours of reduced demand during peak times. Fast forward to today and DERs look dramatically different. They're automated, deployed frequently across the country, and include everything from EVs and thermostats to sophisticated management systems at paper mills and data centers.  So how did DERs evolve from phone calls to fully fledged virtual power plants? And what role do they play now as electricity demand surges? In this episode, Shayle talks to Dana Guernsey, co-founder and CEO of DER and VPP developer Voltus. She is also the former Director of Energy Markets at EnerNOC, a pioneer in demand response. Shayle and Dana cover topics like: The changing mix of customers and resources, as well as the evolving use cases Voltus's new “Bring Your Own Capacity” model, allowing large loads like data centers to fund regional VPPs The barriers that hold DERs back, like access to data The market forces shaping DER adoption, including load growth, declining system costs, and market structures How DERs stack up against conventional power plants in meeting rising demand Resources: Open Circuit: The grid flexibility solutions staring us in the face Catalyst: Is now the time for DERs to scale?   Catalyst: Making DERs work for load growth   Catalyst: PJM and the capacity crunch   Latitude Media: Google expands demand response to target machine learning workloads Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor.  Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com. Catalyst is brought to you by Bloom Energy. AI data centers can't wait years for grid power—and with Bloom Energy's fuel cells, they don't have to. Bloom Energy delivers affordable, always-on, ultra-reliable onsite power, built for chipmakers, hyperscalers, and data center leaders looking to power their operations at AI speed. Learn more by visiting BloomEnergy.com.

Energy News Beat Podcast
What the U.S. Government Shutdown Means for the U.S. Energy Markets

Energy News Beat Podcast

Play Episode Listen Later Oct 2, 2025 17:01


In this episode of Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner covered key market shifts: the U.S. government shutdown's limited impact on energy, gold surpassing $1 trillion as a safe-haven amid global uncertainty, and Wall Street's renewed focus on oil and gas after Trump's UN speech. Big Oil is trimming workforces, with AI reshaping operations, while employees need AI skills to stay competitive. The show also touched on oil and gas prices, OPEC output, and investment insights, highlighting Energy Newsbeat resources and consulting services.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:Highlights of the Podcast 00:00 - Intro00:13 - U.S. Government Shutdown Leaves Energy Markets on Edge – What Investors Should Know02:43 - Gold Revaluation Imminent? US Treasury Hoard Tops $1 Trillion For First Time – What do Investors Think?06:08 - Wall Street Rediscovers Oil and Gas after Trump's Trounce on Climate and Green Energy at the UN07:51 - Big Oil Is Getting Leaner and Leaner, and AI Is Having an Impact14:34 - Markets Update16:40 - OutroLinks to articles discussed:U.S. Government Shutdown Leaves Energy Markets on Edge – What Investors Should KnowGold Revaluation Imminent? US Treasury Hoard Tops $1 Trillion For First Time – What do Investors Think?Wall Street Rediscovers Oil and Gas after Trump's Trounce on Climate and Green Energy at the UNBig Oil Is Getting Leaner and Leaner, and AI Is Having an Impact

Economy
S04 Ep02 Energy Market Update: Geopolitical developments impacting energy markets

Economy

Play Episode Listen Later Sep 15, 2025 3:51


Recent geopolitical events, including the Israeli attack on Doha and Russian drones entering Polish airspace, have influenced energy markets. On the other hand, the International Energy Agency's (IEA) latest report suggest a potential surplus. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec

The Green Insider Powered by eRENEWABLE
The Role of Registries in Renewable Energy Markets: Insights from Xpansiv’s CEO

The Green Insider Powered by eRENEWABLE

Play Episode Listen Later Sep 10, 2025 19:46


John Melby, CEO of Xpansiv, joined The Green Insider Podcast to discuss his background in energy deregulation and policy work, as well as Xpansiv's role in renewable energy markets. To be an Insider Please subscribe to The Green Insider powered by ERENEWABLE wherever you get your podcast from and remember to leave … The post The Role of Registries in Renewable Energy Markets: Insights from Xpansiv's CEO appeared first on eRENEWABLE.

Collisions YYC
Rosa Twyman, Energy Markets, Renewables, and Consumer Impact

Collisions YYC

Play Episode Listen Later Sep 9, 2025 58:43


In this exciting episode, host Tyler Chisholm welcomes Rosa Twyman—regulatory lawyer, energy strategist, and one of Alberta's sharpest legal minds on the realities behind Canada's climate and energy ambitions. Rosa pulls back the curtain on:How Alberta's deregulated electricity market shapes what's possible—and what's riskyWhy legal certainty is make-or-break for innovation in renewables and carbon captureWhat investors, founders, and regulators are getting wrong about policy timelinesThe urgent need for systems-level thinking in climate law and energy governanceIf you work in cleantech, finance, infrastructure, or policy, Rosa's insights will change how you think about Canada's path to net zero.This episode is brought to you by clearmotive marketing. When it comes to marketing that truly matters to your business, clearmotive is your go-to partner. With a proven track record of more than 15 years, they understand what makes your business tick. Learn more at https://www.clearmotive.ca and discover how clearmotive can help your marketing thrive.We're on social media! Follow us for episodes you might have missed and key insights on Western Canada directly on your feeds.Instagram: https://www.instagram.com/collisionsyycLinkedIn: https://www.linkedin.com/company/collisions-yycYouTube: https://www.youtube.com/@collisionsyycWebsite: https://www.collisionsyyc.com Thank you for tuning into Collisions YYC!Remember to subscribe and follow us on Spotify and Apple Podcasts so you never miss an episode.If you loved the episode, please leave us a 5-star review and share the show with your friends! These things really help us reach more potential fans and share everything that's amazing about Western Canada.We sincerely appreciate your support of our local podcast.Host links:Tyler's website: https://www.tylerchisholm.com Tyler's LinkedIn: https://www.linkedin.com/in/tylerchisholmGuest links: Rosa Twyman's LinkedIn: https://www.linkedin.com/in/rosa-twyman-12a2513aRegulatory Law Chambers' Website: https://www.regulatorylawchambers.caRegulatory Law Chambers' LinkedIn: https://www.linkedin.com/company/regulatory-law-chambers/Collisions YYC is a Tyler Chisholm original production // Brought to you by clearmotive marketing

Cents of Security by Interactive Brokers
OPEC's Power and U.S. Energy Markets

Cents of Security by Interactive Brokers

Play Episode Listen Later Aug 27, 2025 17:18


How does OPEC move oil markets—and what does it mean for U.S. energy and your heating bills? Mary MacNamara talks with IBKR Senior Economist Jose Torres about supply cuts, political pressures, and the future of fossil fuels in a changing energy landscape.

The Voice of Reason with Andy Hooser
Larry Behrens: Sanctuary Cities, Crime Rates, and the Reset in US Energy Markets

The Voice of Reason with Andy Hooser

Play Episode Listen Later Aug 19, 2025 36:50


Guest Larry Behrens, Power the Future, joins to discuss latest deals increasing US oil demand on the global stage. Did Trump take the power away from Putin by making Europe rely on US oil more than Russian oil? Discussion of Trump admin ending alternative energy subsidies. How long will solar and wind companies survive?  Boston and other liberal cities push back on ICE and federal authorities cleaning up streets of illegal criminals. What's your alternative to making cities safer? Discussion of DC crime rates, deportation numbers, and more. 

Fixed Income in 15
Malin Norberg on Energy, AI & Market Risk

Fixed Income in 15

Play Episode Listen Later Aug 13, 2025 32:28 Transcription Available


In this enlightening episode of the Leaders podcast, host Joe Cass engages with industry stalwarts Malin Norberg, Chief Investment Officer at NBIM, and Dan Yergin, Vice Chairman at S&P Global. Together, they explore the evolving landscape of global energy, the implications of geopolitical shifts, and the critical role of innovation in driving sustainable development. Tune in to gain valuable insights on the challenges and opportunities that lie ahead, as well as the leadership strategies that can guide us through an ever-changing world. Chapters: 0:00 Introduction and Overview 2:31 Current Trends in Global Energy 10:16 Geopolitical Influences on Energy Markets 20:46 Innovation and Sustainability 30:01 Leadership in Times of Change 40:31 Looking to the Future 50:01 Q&A Session 55:01 Closing Remarks Subscribe (Apple Podcasts): https://podcasts.apple.com/us/podcast/leaders-with-joe-cass/id1515429355 Subscribe (Spotify): https://open.spotify.com/show/5TdWBOagDtFdO6Rr4PtN4W Subscribe (YouTube): https://www.youtube.com/@spglobalproud/podcasts Watch on our website:  https://www.spglobal.com/en/research-insights/podcasts/leaders

Power Trends: New York ISO Podcast
Ep. 40: Inside the Control Room During June's Heatwave with Emilie Nelson

Power Trends: New York ISO Podcast

Play Episode Listen Later Aug 4, 2025 38:56


In Episode 40 of the Power Trends podcast, NYISO Executive Vice President and Chief Operating Officer Emilie Nelson offers a behind-the-scenes look at how the grid was managed during June's heatwave, which brought record-setting temperatures across the Northeast. Nelson walks through the critical decisions and emergency measures that helped ensure adequate supply margins across New York. According to Nelson, forecasting, demand response, and a mix of energy resources—including solar and wind—helped manage the system during a period of sustained heat. The episode also covers the NYISO's new Grid Alert System, which communicated system conditions in real time. Energy Watch and Energy Warning alerts were issued to the public over the course of the three-day event when reserves dipped below 2,620 and 1,964 megawatts, respectively.Nelson also describes how the NYISO prepares for periods of high demand, and how coordination among neighboring grid operators plays a critical role in maintaining system reliability.Listen to Episode 40 of Power Trends to learn more about how the grid is managed during extreme weather events. Visit our System Conditions page to learn more about the Grid Alert System.Additional ResourcesJune Heatwave Tests Electric Grid in New YorkLearn More Follow us on X/Twitter @NewYorkISO, LinkedIn @NYISO, Bluesky @nyiso.com Read our blogs and watch our videos Check out our Grid of the Future webpage

The Clark Howard Podcast
07.30.25 Save More On Auto Insurance / The Energy Markets

The Clark Howard Podcast

Play Episode Listen Later Jul 30, 2025 30:38


With car insurance rates escalating, many people are serious about shopping around for a better deal. Clark offers guidance for lowering that bill. Also, a topic of great interest to Clark and vital to us all: Energy and the factors affecting how much we pay.  Save On Auto Insurance: Segment 1 Ask Clark: Segment 2 Energy Diversity: Segment 3 Ask Clark: Segment 4 Mentioned on the show: Best Auto Insurance Companies and Some of the Worst How to Shop for Lower Car Insurance 10 Ways To Save Money on Car Insurance Insurance costs are soaring around Tornado Alley. Hail is the big problem. Clark Howard's #1 Rule Before You File an Auto Insurance Claim How To Open a Roth IRA In Small Nuclear Reactors, There's One Clear Leader Today The Best Cheap Phone Plans Under $40/Month The Best Phone Plan For You – Compare Phone Plans The Secret Technology Rental Car Companies Are Using Against You Cheapest Way to Rent a Car: Expert Tips Clark.com resources Episode transcripts Community.Clark.com  /  Ask Clark Clark.com daily money newsletter Consumer Action Center Free Helpline: 636-492-5275 Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

The Moneywise Guys
7/29/25 Energy Markets, Bitcoin Basics, and Building Hispanic Business Community

The Moneywise Guys

Play Episode Listen Later Jul 29, 2025 50:39


The Moneywise Radio Show and Podcast Tuesday, July 29th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Guys" podcast call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Jay Tamsi, President/CEO of the Kern County Hispanic Chamber of Commerce website:: https://kchcc.org/  

MicDropMarkets
MicDropMarkets Spaces #63: State of Energy Markets

MicDropMarkets

Play Episode Listen Later Jul 19, 2025 54:43


Host: Tracy Shuchart for MicDropMarketsThis spaces is brought to you by NinaTrader Live where you can find me every morning at 8AM ET to talk macro markets and at 2:30 PM ET to discuss the hot commodities of the day, streaming live on the NinjaTrader YouTube channel.Guests: Abdulaziz Al-MuqbelAbdulaziz is a prominent Public Saudi figure on Energy and Climate issues and a public speaker for major energy issues for the chamber of commerce, municipalities and many other entities in the MiddleEast.For the past 15 years Abdulaziz has been an avid observer in the E&P activities in the MENA region. He reports daily on the regional competitors activities in the Upstream Sector as well as reporting quarterly updates on updated Business activities globally and in the region, including monitoring of all oil and gas discoveries in the Middle East, North Africa and global frontier areas.Vandana HariVandana Hari is Founder & CEO of Vanda Insights, a Singapore-based provider of global oil markets macro-analysis. She has 25 years of experience providing intelligence on the global energy markets to stakeholders in the petroleum industry, policy-makers, and wealth managers. Before launching Vanda Insights in 2016, Vandana served in leadership positions at S&P Global PlattsShe is a regular speaker at international energy conferences, is extensively quoted by business media around the world, and writes a monthly oil column for the Nikkei Asian ReviewDisclaimer: This material is presented solely for informational and entertainment purposes and is not to be construed as a recommendation, solicitation, or an offer to buy or sell / long or short any securities, commodities, or any related financial instruments. Please contact a licensed professional before making any investment or trading decisions.

District of Conservation
EP 506: Natural Gas is Booming with Richard Meyer, VP of American Gas Association

District of Conservation

Play Episode Listen Later Jul 7, 2025 17:09


In Episode 506 of District of Conservation, Gabriella speaks with Richard Meyer, Vice President of Energy Markets, Analysis, and Standards at the American Gas Association. Richard discusses the factors underlying natural gas' staying power, his data work, and more. Tune in to learn more!SHOW NOTESAmerican Gas Association Richard Meyer's BioFollow Richard on XAGA: New Report Confirms that Storage is More Important than Ever 

The Energy Question
Commodity and Energy Markets under Geopolitical Influences

The Energy Question

Play Episode Listen Later Jul 2, 2025 43:00


This will be a fascinating discussion of the global financial markets and energy, as the current geopolitical landscape influences commodities and energy. Wasif Latif, Co-Founder, President & Chief Investment Officer, at Sarmaya Partners, stops by the Energy Impacts live podcast. You won't want to miss this discussion.Highlights of the Podcast00:00 – Introduction01:14 – Sarmaya Partners and the Commodity Supercycle03:34 – Why Lithium and Rare Earths Are Not Prioritized04:55 – The Nuclear Renaissance10:28 – U.S. vs. Global Nuclear Expansion12:29 – Natural Gas as the Interim Energy Solution14:56 – Copper: The Foundation of Energy Transition18:01 – India's Rising Energy Needs22:16 – Africa's Future in the Energy Story25:06 – Policy's Dominance in Investment Strategy32:01 – Undervalued Energy Sector vs. Overvalued Tech36:16 – The Coming Oil Supply Gap39:54 – Price as the Ultimate Adjuster41:29 – Final Thoughts & Where to Find More

Economy
S03 Ep26 Energy Market Update: Energy markets stabilize amid geopolitical tensions

Economy

Play Episode Listen Later Jun 30, 2025 3:58


After a tumultuous few weeks, energy markets have calmed down. With supply risks from the Middle East seemingly dissipated, the focus now shifts back to concerns over weak demand growth and the potential impact of US tariffs on energy markets. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice Investec

Capital Economics Weekly Briefing
Special: A fragile peace takes hold – what next for economies and energy markets?

Capital Economics Weekly Briefing

Play Episode Listen Later Jun 24, 2025 8:47


After Israel and Iran agreed to stop fighting, Group Chief Economist Neil Shearing and Chief Climate and Commodities Economist David Oxley are on this special episode of the Weekly Briefing to discuss what follows, including why oil prices are set to remain under pressure as the market attention shifts back to fundamentals, and the impact of other notable uncertainties such as the fiscal bill making its way through Congress and the looming expirations of Trump's tariff pauses.Analysis referenced in this episodeOil market fundamentals snap back into focusCommodities Outlook: Instability and tariffs cloud otherwise bearish outlookIsrael-Iran and economic risk in a world of radical uncertainty

Power Trends: New York ISO Podcast
Ep.39: Power Trends 2025 with Rich Dewey & Emilie Nelson

Power Trends: New York ISO Podcast

Play Episode Listen Later Jun 20, 2025 30:54


The electric system is undergoing rapid and instrumental change on a scale not experienced since 1892 when Thomas Edison first electrified the Pearl Street station in lower Manhattan. In the NYISO's latest podcast, President & CEO Rich Dewey, and Executive Vice President & COO Emilie Nelson discuss how these changes are impacting grid reliability, supply resources and planning the electric system for the future. Diving into the NYISO's recently released Power Trends report with Kevin Lanahan, podcast host and Vice President of External Affairs and Corporate Communications, they highlight how every plausible option and opportunity to bolster reliability and resource needs should be on the table.The conversation includes discussion of the following Power Trends 2025 key messages: Generator deactivations are outpacing new supply additions. Electrification programs and new large-load customers associated with economic development initiatives are pushing projected demand higher. Together, these forces are also narrowing reliability margins across New York and increasing the risk of future reliability needs.As public policy goals seek to decarbonize the grid, fossil-fired generation will be needed for reliable power system operations until the capabilities it offers can be supplied by other resources. Energy efficiency and Demand-Side Management (DSM) will continue to play a key role in reducing energy consumption, lowering costs, and mitigating environmental impacts.Repowering aging power plants can lower emissions, meet rising consumer demand, and provide reliability benefits to the grid that are needed to integrate additional clean energy resources.New York is projected to become a winter-peaking electric system by the 2040s, driven primarily by electrification of space heating and transportation. On the coldest days, the availability of natural gas for power generation can be limited, and interruptions to natural gas supply will introduce further challenges for reliable electric grid operations.Driven by public policies, new supply, load, and transmission projects are seeking to interconnect to the grid at record levels. NYISO's interconnection processes continue to evolve to balance developer flexibility with the need to manage the process to more stringent timeframes. New processes have been implemented to accelerate the process while protecting grid reliability.The competitive wholesale electricity markets administered by the NYISO support reliability while minimizing costs to consumers. Competitive wholesale markets are essential to a reliable, affordable and cleaner grid of the future. Listen now to gain a better understanding of the complex challenges facing New York's grid.Learn More Follow us on Twitter @NewYorkISO and LinkedIn @NYISO Read our blogs and watch our videos Check out our 2040 grid page

Columbia Energy Exchange
Growing Israel-Iran Conflict and Its Impact on Energy Markets

Columbia Energy Exchange

Play Episode Listen Later Jun 19, 2025 36:26


In the growing conflict between Israel and Iran, many questions now loom, including the extent of US involvement, the potential for regime change, and the status of Iran's nuclear program. All this uncertainty and speculation is having some impact on energy markets and potentially much more in the weeks to come.  While there have been some attacks on energy infrastructure, there has not been a significant disruption in oil or gas supply to the global market. Some energy traders are seemingly anticipating that the conflict will remain contained in the months to come, but this is far from certain.  How is the conflict evolving? What are the paths for a ceasefire or diplomatic resolution to end the conflict? How is all of this impacting energy markets? In response to the events on June 12, we pulled in Daniel Sternoff and Richard Nephew, two leading experts at the Center on Global Energy Policy at Columbia University SIPA to discuss what we know about Israel's attack on Iran, the backdrop of a volatile energy market, and what could happen in the coming days and weeks. Daniel is non-resident fellow at CGEP. He is also the Head of Energy Aspects' Executive Briefing Service.  Richard is a senior research scholar at CGEP. He formerly served as the US Deputy Special Envoy for Iran under the Biden administration where he played a key role in negotiations over the Iran deal. Daniel and Richard joined Jason Bordoff on the afternoon of June 18 to unpack the escalating conflict in the region. They discussed the current state of Iran's nuclear program, the scenarios for conflict escalating in the Middle East and how oil prices fit into and might be affected by all of this.   Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Gregory Vilfranc of Franc Village Studios engineered this show.

Bitcoin for Millennials
Will Corporate Bitcoin Treasuries Blow Up Like ICOs? | Michael Tanguma | BFM163

Bitcoin for Millennials

Play Episode Listen Later Jun 19, 2025 69:36


Michael Tanguma is the Co-Founder and CEO of Onramp, a pioneering bitcoin asset management platform that offers innovative multi-institution custody solutions. With a robust background in financial services and technology, Michael is dedicated to bridging the gap between traditional finance and the evolving Bitcoin landscape.› https://x.com/mtanguma› https://onrampbitcoin.com/bramPARTNERS

TD Ameritrade Network
Energy Markets in Focus as Iran Retaliates

TD Ameritrade Network

Play Episode Listen Later Jun 13, 2025 6:31


Ben Emons breaks down the moves in energy markets as Iran retaliates against Israel's strikes on its nuclear abilities. With a Fed rate announcement coming Wednesday, Ben talks about what Powell will be paying attention to on the global stage, and thinks the Fed will continue not to hold its pause.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

The Options Insider Radio Network
TWIFO 453: Metals Whack-A-Mole

The Options Insider Radio Network

Play Episode Listen Later Jun 5, 2025 58:10


In this episode of 'This Week in Futures Options,' Mark Longo and Russell Rhoads (Indiana University - Kelley School of Business) dive deep into the world of futures and options trading, specifically focusing on the metal markets like silver, gold, and platinum. The discussion highlights the recent significant moves in the precious metals sector, with silver showing a substantial uptrend. The conversation shifts to copper and natural gas, with attention paid to their volatile trading volumes and market trends. Notably, the episode touches on the energy sector, particularly WTI crude oil, discussing its price movements and market factors. The episode also features a brief dive into the equity index space, analyzing the latest volatility trends and what to expect leading up to key economic announcements. Listeners are also updated on different trading strategies and the importance of skew in understanding market biases. 01:03 Welcome to This Week in Futures Options 03:46 Guest Introduction: Russell Rhodes 05:00 Movers and Shakers Report 11:50 Deep Dive into Silver and Gold 28:07 Exploring Platinum Trends 30:08 Analyzing Open Interest and Volume 30:36 Diving into Platinum and Copper Markets 31:16 Copper's Economic Indicators and Market Trends 32:10 Copper Options and Market Sentiment 35:46 Palladium and Transition to Energy Markets 36:44 Exploring Natural Gas Market Dynamics 43:36 Crude Oil Market Analysis 49:03 Equity Markets and Volatility Insights 54:22 Concluding Remarks and Upcoming Content  

This Week in Futures Options
TWIFO 453: Metals Whack-A-Mole

This Week in Futures Options

Play Episode Listen Later Jun 5, 2025 58:10


In this episode of 'This Week in Futures Options,' Mark Longo and Russell Rhoads (Indiana University - Kelley School of Business) dive deep into the world of futures and options trading, specifically focusing on the metal markets like silver, gold, and platinum. The discussion highlights the recent significant moves in the precious metals sector, with silver showing a substantial uptrend. The conversation shifts to copper and natural gas, with attention paid to their volatile trading volumes and market trends. Notably, the episode touches on the energy sector, particularly WTI crude oil, discussing its price movements and market factors. The episode also features a brief dive into the equity index space, analyzing the latest volatility trends and what to expect leading up to key economic announcements. Listeners are also updated on different trading strategies and the importance of skew in understanding market biases. 01:03 Welcome to This Week in Futures Options 03:46 Guest Introduction: Russell Rhodes 05:00 Movers and Shakers Report 11:50 Deep Dive into Silver and Gold 28:07 Exploring Platinum Trends 30:08 Analyzing Open Interest and Volume 30:36 Diving into Platinum and Copper Markets 31:16 Copper's Economic Indicators and Market Trends 32:10 Copper Options and Market Sentiment 35:46 Palladium and Transition to Energy Markets 36:44 Exploring Natural Gas Market Dynamics 43:36 Crude Oil Market Analysis 49:03 Equity Markets and Volatility Insights 54:22 Concluding Remarks and Upcoming Content  

The Joint Venture: an infrastructure and renewables podcast
Targets vs Reality: Shaping tomorrow's energy markets

The Joint Venture: an infrastructure and renewables podcast

Play Episode Listen Later May 16, 2025 35:34


In this episode, the team breaks down a turbulent few weeks for clean energy development. From Orsted pulling the plug on supply chain contracts for Hornsea 4, to Statkraft's suspension of new green hydrogen developments. Yet Spain bucks the trend, doubling down with ambitious targets. We assess whether that ambition can turn into delivery.We also take a deep dive into the UK's energy market reform. Zonal pricing remains one of REMA's most contentious proposals. We explore lessons from Sweden and Norway, the industrial stakes, and what the transition could mean for the grid, consumers, and developers alike.Also in the episode, updates on the Clean Industry Bonus and offshore wind support, a £1.35bn grid investment from Scottish Power, and a look at the UK's steel crisis and the path to green steel.Hosted by:Oliver Carr - Head of Data AnalysisAishwarya Harsure - Analyst Mathilde Dorbessan - Junior ReporterSend us a textReach out to us at: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratiaListen to all our episodes on Apple Podcasts, Spotify, and other providers. Music credit: NDA/Show You instrumental/Tribe of Noise©2025 inspiratia. All rights reserved.This content is protected by copyright. Please respect the author's rights and do not copy or reproduce it without permission.

RBN Energy Blogcast
Lovers in a Dangerous Time, Encore Edition - U.S., Canadian Energy Markets Remain Key Allies Despite Trade Tensions

RBN Energy Blogcast

Play Episode Listen Later Apr 18, 2025 9:45


Transmission
Optimization in Australia's National Electricity Market with Matt Grover (Fluence)

Transmission

Play Episode Listen Later Apr 9, 2025 37:52


Operating a battery in Australia's National Electricity Market (NEM) is no simple task. With a five-minute dispatch interval, nodal pricing, and an energy-only market structure, success hinges on the ability to process and respond to massive amounts of data in real time. These unique market dynamics demand sophisticated strategies for battery optimization, underpinned by algorithmic bidding and advanced forecasting.As renewable penetration grows and the grid becomes more volatile, batteries are playing a pivotal role in providing fast, flexible support. But unlocking their full value requires a deep understanding of the NEM's fast-paced, data-driven environment—where every five minutes counts.In this episode, Matt Grover, Director of Sales Engineering and Energy Markets for Fluence in APAC - joins Wendel Hortop to discuss what optimization looks like in the NEM.Over the course of the conversation, you'll hear about:How algorithmic bidding continues to evolve in the NEM, demanding adaptability to successfully optimize batteries.Challenges faced by asset owners in managing state of charge in real time.Local dispatch prices vs. regional settlement prices in Australia.The emergence of virtual toll agreements in the NEM.The growth of battery portfolios and the challenge of co-optimization.About our guestFluence is on a mission to create a more sustainable future by transforming the way we power our world. Fluence brings proven energy storage products and services, and digital applications for renewables and storage to support the modernization of our energy networks. For more information on the services Fluence provides, check out their website.Matt leads the Energy Markets team and the Sales Engineering function within Fluence's Digital division in APAC, looking after Fluence's Mosaic software product offering and helping dozens of renewable generators and BESS assets trade in Australia's National Electricity Market.About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage solutions understand the market - and make the most out of their assets.All of our podcasts are available to watch or listen to on the Modo Energy site. To keep up with all of our latest updates, research, analysis, videos, podcasts, data visualizations, live events, and more, follow us on LinkedIn or Twitter. Check out The Energy Academy, our bite-sized video series breaking down how power markets work.

Transmission
Optimization in Australia's National Electricity Market with Matt Grover (Fluence)

Transmission

Play Episode Listen Later Apr 9, 2025 37:52


Operating a battery in Australia's National Electricity Market (NEM) is no simple task. With a five-minute dispatch interval, nodal pricing, and an energy-only market structure, success hinges on the ability to process and respond to massive amounts of data in real time. These unique market dynamics demand sophisticated strategies for battery optimization, underpinned by algorithmic bidding and advanced forecasting.As renewable penetration grows and the grid becomes more volatile, batteries are playing a pivotal role in providing fast, flexible support. But unlocking their full value requires a deep understanding of the NEM's fast-paced, data-driven environment—where every five minutes counts.In this episode, Matt Grover, Director of Sales Engineering and Energy Markets for Fluence in APAC - joins Wendel Hortop to discuss what optimization looks like in the NEM.Over the course of the conversation, you'll hear about:How algorithmic bidding continues to evolve in the NEM, demanding adaptability to successfully optimize batteries.Challenges faced by asset owners in managing state of charge in real time.Local dispatch prices vs. regional settlement prices in Australia.The emergence of virtual toll agreements in the NEM.The growth of battery portfolios and the challenge of co-optimization.About our guestFluence is on a mission to create a more sustainable future by transforming the way we power our world. Fluence brings proven energy storage products and services, and digital applications for renewables and storage to support the modernization of our energy networks. For more information on the services Fluence provides, check out their website.Matt leads the Energy Markets team and the Sales Engineering function within Fluence's Digital division in APAC, looking after Fluence's Mosaic software product offering and helping dozens of renewable generators and BESS assets trade in Australia's National Electricity Market.About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage solutions understand the market - and make the most out of their assets.All of our podcasts are available to watch or listen to on the Modo Energy site. To keep up with all of our latest updates, research, analysis, videos, podcasts, data visualizations, live events, and more, follow us on LinkedIn or Twitter. Check out The Energy Academy, our bite-sized video series breaking down how power markets work.

The HC Insider Podcast
Challenging Energy Narratives with Jarand Rystad

The HC Insider Podcast

Play Episode Listen Later Apr 8, 2025 51:37


In this episode, we stress test and challenge some of the key recent narratives in the energy world. Will we still see peak oil demand by 2030? Is there under investment in oil production that could lead to energy shocks in our near future? And is the energy transition dead, alive or somewhere in between? Our guest is Jarand Rystad, CEO and founder of Rystad Energy, the independent research and energy intelligence company, providing clients with data, insights, and education that better empowers decision making. 

RBN Energy Blogcast
Lovers in a Dangerous Time - U.S., Canadian Energy Markets Remain Key Allies Despite Trade Tensions

RBN Energy Blogcast

Play Episode Listen Later Apr 4, 2025 9:45


The MUFG Global Markets Podcast
Navigating "secondary tariffs" in global energy markets

The MUFG Global Markets Podcast

Play Episode Listen Later Mar 28, 2025 5:34


US President Trump has threatened to impose “secondary tariffs” at a rate of 25% on countries that purchase crude oil from Venezuela, aiming to stymie its oil trade with other nations. The move is seen as a novel dimension in the new US administrations policy toolkit to use as leverage in achieving its foreign and domestic policy goals. Ehsan Khoman, Head of Research – Commodities, ESG and Emerging Markets (EMEA), discusses the reverberations of these “secondary tariffs” and offers reasons to believe why the gravitational tilt for oil prices remains to the downside despite the risks of a removal of crude barrels from global oil markets.

The HC Insider Podcast
Powering the Data Center Arms Race with Adam Mirick

The HC Insider Podcast

Play Episode Listen Later Mar 26, 2025 53:02


Today we're talking about data centers and the global arms race to develop them. What is driving that demand? What are the demands of the AI sector and how is technology changing to meet it? And what does that mean for the twin imperatives of both providing the energy to run the data centers as well as to cool them? How is the energy sector going to meet those demands and what opportunities does it generate? Our guest is Adam Mirick. Adam is head of strategy for Prometheus Hyperscale, who are developing the next generation of data centers here in the US, as well as globally. Adam has had a stellar career in the energy markets and  latterly head of U .S. power trading at BP. 

Next in Tech
Datacenters and Energy Markets in Europe

Next in Tech

Play Episode Listen Later Mar 18, 2025 25:50 Transcription Available


The demand for power driven by datacenter expansion is a global challenge and European markets are responding with some interesting aspects. With there has been a strong renewable component to energy supply, the complexity of the energy grid has meant that unified approaches were elusive. At the same time energy markets have faced three crises – demand reduction from the COVID pandemic, strong renewable investment and market disruption from the Russian-Ukraine war. Into this congested environment, Power Purchase Agreements (PPA) offer a way to channel investment in new generation capacity. The EU has just announced guarantees for non-investment grade PPA's, creating the possibility for expanded markets and extending the ability to treat them as an addition to commodity markets for energy.  Energy generation projects have become increasingly hybrid, bringing together multiple renewable sources with energy storage. Smoothing out renewable peaks can help it better address base load demand. Nuclear remains an expensive option, with approaches like Small Modular Reactors (SMR) still being a long ways off. There is the potential to have AI improve grid efficiency, by balancing demand and generation, an almost circular relationship, given that it is driving so much of demand. That will require more decentralization of the grid to increase flexibility and the acceptance of cryptographic protections for data sovereignty could allow workload placement near sources of power generation. There is a lot of potential for what has become an urgent issue. More S&P Global Content: What is an 'AI datacenter'? Platts London Energy Forum 2025 AI, datacenters and power: The European landscape heading into 2025 The role of nuclear in AI's future Datacenters and energy 101 — Powering through renewable intermittency 2025 US datacenters and nuclear energy report Credits: Host/Author: Eric Hanselman Guests: Ayça Taşlı, Pedro Schweizer Producer/Editor: Amaan Zafar, Donovan Menard and Odesha Chan Published With Assistance From: Sophie Carr, Feranmi Adeoshun, Kyra Smith

Transmission
Power marketing and energy markets with John Larkey (Senior Vice President of Power Marketing @ National Grid Renewables)

Transmission

Play Episode Listen Later Mar 13, 2025 51:16


Financing large-scale renewable energy projects is no small feat. Developers face complex challenges, from securing capital and managing market risk in volatile electricity markets and navigating shifting regulations. Corporate power buyers play a huge role in shaping the market, and with the surge in large load users and developments in colocation, the industry is facing a huge change. In this episode of Transmission, Quentin sits down with John Larkey, Senior Vice President of Power Marketing at National Grid Renewables. They explore how large-scale renewable energy projects secure financing, navigate power markets, and manage risk. Over the conversation, you'll hear about:The evolution from physical to financial trading in power marketsImpact of corporate buyers on the power purchase market.Virtual Power Purchase Agreements and their role in the market.Co-location of generation with large loads and the challenges and opportunities in the US power grid.Current state and future potential of flexibility in power marketsAbout our guestNational Grid Renewables, develop, construct, own, and operate competitive, high-performance renewable energy projects nationwide to maximize value for our customers, partners and community members. for more informayion on what they do - head to their website. John Larkey is the Senior Vice President of Power Marketing at National Grid Renewables, where he leads the company's commercial strategy for large-scale renewable energy projects. With over 15 years of experience in the energy sector, he specializes in structuring power purchase agreements (PPAs), managing market risk, and securing financing for renewable projects, helping to drive the transition to a low-carbon energy future.About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage solutions understand the market - and make the most out of their assets.All of our podcasts are available to watch or listen to on the Modo Energy site. To keep up with all of our latest updates, research, analysis, videos, podcasts, data visualizations, live events, and more, follow us on LinkedIn or Twitter. Check out The Energy Academy, our bite-sized video series breaking down how power markets work.

Climate 21
Decentralising Energy: The Future of Peer-to-Peer Trading & Renewables

Climate 21

Play Episode Listen Later Feb 26, 2025 40:13 Transcription Available


Send me a messageIn this episode of Climate Confident, I sit down with Dr. Jemma Green, Co-Founder and Chairman of PowerLedger, to explore how blockchain technology is reshaping the energy sector. We discuss the shift towards peer-to-peer energy trading, how utilities can adapt to a decentralised grid, and what role blockchain-backed renewable energy certificates can play in ensuring transparency and accountability.Dr. Green explains why traditional feed-in tariff models are becoming unsustainable, how local energy autonomy can reduce grid congestion, and why distributed energy solutions are key to managing growing electricity demand. We also dive into the economics of vehicle-to-grid (V2G) technology and the impact of Europe's Clean Energy Package on decentralised energy markets.Takeaways from this episode:Why utilities need to move beyond traditional energy supply modelsHow blockchain ensures trust and efficiency in energy tradingThe economic incentives driving distributed renewables adoptionWhat energy prosumers (like EV owners) can do to optimise costsWe also touch on India's approach to energy decentralisation, regulatory hurdles slowing adoption in Europe, and how businesses can benefit from corporate renewable energy trading.Tune in to understand how technology is driving the future of sustainable energy.

The John Batchelor Show
Preview: Markets: Colleague Liz Peek outlines what appears to be a Trump trade emerging in the energy markets and other parts of the economy -- for those looking to predict an outcome before the vote. More tonight.

The John Batchelor Show

Play Episode Listen Later Oct 22, 2024 2:26


Preview: Markets: Colleague Liz Peek outlines what appears to be a Trump trade emerging in the energy markets and other parts of the economy -- for those looking to predict an outcome before the vote. More tonight. 1885 NYSE