Podcasts about energy markets

From the Middle East to global energy markets, Tara breaks down the strategic moves reshaping the world. Learn how Israel and the U.S. are countering Iran, the risks for Marines on the ground, the geopolitical ripple effects on Russia, China, and Venezuela, and why Democrats are panicking over Trump's energy moves. Plus, get insights on flu and COVID vaccines and what the CDC isn't emphasizing. SUMMARY In this episode, Tara dives deep into international conflict, energy policy, and public health: Middle East & Iran War: The new Iranian leadership has not been publicly seen—proof of life remains unverified. Israel plays a pivotal role in countering Iran and Hezbollah, carrying out strikes, intelligence operations, and targeted removals of Iranian nuclear scientists. Limited U.S. ground operations may be deployed in key strategic areas like the Strait of Hormuz, aiming to cripple Iran's oil economy. The broader regional impact spans 12 countries, influencing alliances with Arab nations, Russia, India, China, and NATO dynamics. Energy & Oil Policy: Trump's moves to lift certain Russian oil sanctions are set to drop global oil prices, reversing Democrat-inflated energy costs caused by prior sanctions. These shifts have major implications for U.S. households, global oil markets, and geopolitical power, including China's economic positioning and Russia's oil influence. Public Health Spotlight: Flu vaccines: 200–250 reported deaths annually, possibly up to 1,000 due to underreporting; CDC reports vaccine effectiveness as low as 25% and often readjusted downward over time. COVID vaccines: Adenovirus-based vaccines linked to rare but dangerous blood clots, with media coverage downplaying the risks. Tara emphasizes informed consent and questioning medical advice. Domestic Security & Policy: Highlights recent terror-related incidents in the U.S., including attacks linked to Hezbollah and ISIS, and how failures in immigration and gun law enforcement contributed. Straw purchasing and federal gun enforcement policies under Biden are analyzed as contributing factors to domestic security vulnerabilities. KEY TALKING POINTS Israel's intelligence and military operations against Iran and Hezbollah Strategic implications of potential U.S. limited ground operations Trump's energy policy and lifting of Russian oil sanctions Impact on global oil prices, Russia, China, India, and NATO CDC data on flu and COVID vaccine effectiveness and risks Domestic terror threats, immigration policy failures, and gun enforcement issues SOCIAL MEDIA BLURB From Iran to oil markets, Israel to U.S. Marines, Tara exposes the strategies reshaping the world

Tara breaks down today's top stories: Israel's covert and overt operations against Iran, the strategic moves reshaping oil markets, domestic security failures, and what you're not being told about flu and COVID vaccines. From geopolitics to public health, this episode exposes the untold connections influencing your world. SUMMARY Middle East & Iran Conflict: Iran's new leadership remains unseen publicly; proof of life is still demanded by many. Israel is leading covert operations, striking Hezbollah targets across Lebanon and taking out key Iranian nuclear scientists. Limited U.S. forces may be deployed in strategic zones, like the Strait of Hormuz, to control oil flow and pressure Iran economically. Regional conflict impacts 12+ countries, influencing Arab nations, Russia, India, China, and NATO dynamics. Israel's intelligence and military actions prevent a broader escalation and protect U.S. strategic interests. Global Energy & Oil Markets: Trump's lifting of Russian oil sanctions threatens to dramatically lower global oil prices, reversing artificial inflation caused by prior sanctions. Lower oil prices impact U.S. households, the global economy, and geopolitical leverage, including pressure on China and Russia. Democrats are panicking over oil price drops and the potential shift in global energy control. Public Health Insights: Flu vaccines: CDC reports 20–25 deaths per year, potentially underreported by 10x, with effectiveness as low as 25%. COVID vaccines: Adenovirus-based vaccines linked to rare blood clots; media coverage downplays risks and avoids full disclosure. Tara emphasizes informed consent, questioning medical guidance, and reviewing CDC data critically. Domestic Security & Policy Failures: Terror incidents in the U.S., including individuals with Hezbollah contacts, highlight gaps in immigration and gun enforcement policies. Straw purchasing loopholes and DOJ enforcement failures contributed to weapons ending up in criminal hands. Biden-era policies are analyzed as exacerbating domestic vulnerability to terrorist threats. Political Context & Strategy: U.S. global strategy is reshaping alliances, constraining Iran, and influencing energy flows. Trump's moves in energy, military readiness, and sanctions highlight contrasts with prior administration policies. Changes affect global power structures, including NATO, Russia, China, and Latin America, creating a pivotal historical inflection point. KEY TALKING POINTS Israel's multi-front operations in Lebanon and Iran Strategic implications of potential U.S. limited ground operations in the Middle East Global oil markets and Russian sanctions reversal Vaccine safety, CDC reporting, and public awareness Domestic security, immigration, and gun enforcement failures Broader geopolitical effects on NATO, China, Russia, and Latin America SOCIAL MEDIA BLURB Israel strikes, Iran tensions, global oil shocks

For some analysis, Tom Wright, Senior Fellow at the Brookings Institution in Washington. Tom also worked on the US National Security policy for the Biden Administration.

Oil Prices Spiked and Mortgage Rates Followed — What Happens Next?This week the financial markets were hit with a perfect storm.• Oil prices surged toward $100 per barrel • The stock market tumbled • Inflation fears returned • And the bond market reacted immediatelyWhenever oil spikes due to geopolitical conflict in the Middle East, the ripple effects move quickly through the global economy — and mortgage rates often follow.In this video we break down what just happened in the markets and explain why mortgage rates moved higher, what the 10-Year Treasury is signaling, and what homebuyers and homeowners should watch next.We'll walk through:• Why the Iran / Middle East conflict pushed oil prices higher • How oil prices affect inflation expectations • Why the stock market sold off • What the bond market is doing right now • Why mortgage rates reacted so quickly • And what this means for the housing market going forwardIf you're wondering whether mortgage rates will keep rising or start falling again, this video breaks down the real economic data behind the headlines.No hype. No clickbait. Just real mortgage and bond market data explained simply.

Invest Like the Best: Read the notes at at podcastnotes.org. Don't forget to subscribe for free to our newsletter, the top 10 ideas of the week, every Monday --------- My guest today is John Arnold. John is probably the most famous energy trader of all time and certainly the most successful. One of the things John talks about is cultivating the best seat in your industry – the seat with the best perspective, the most information, the best systems..  John has been closely watching China's convergence in robotics, AI, and EVs, and shares his perspective from his recent trip to the country. We talk about the state of energy markets today – the misaligned goals and incentives, the NIMBYism that prevents building in America, and what he actually thinks about the wave of nuclear energy startups that everyone seems excited about.  John is also one of the most innovative philanthropists working today, applying that same analytical rigor to diagnosing structural failures across America — in healthcare, criminal justice, education, and beyond For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.  ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, Vanta continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Visit vanta.com/invest.  ----- WorkOS is a developer platform that enables SaaS companies to quickly add enterprise features to their applications. Visit ⁠WorkOS.com⁠ to transform your application into an enterprise-ready solution in minutes, not months. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgeline.ai. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Timestamps (00:00:00) Welcome to Invest Like The Best (00:02:43) Episode Intro (00:03:43) Learnings from John's Trip to China (00:06:28) The EV Industry in China (00:08:43) How Subsidies Create Intense Competition (00:10:54) US-China Relationship (00:12:42) The Cost of Greatness (00:14:52) Creating the Best Seat in the Market (00:19:30) Baseball Card Arbitrage (00:23:03) Trading Natural Gas Futures (00:24:59) Energy Market Making Explained (00:27:11) Why Energy is Exciting Again (00:31:14) Meeting the Increased Demand for Energy (00:32:53) Why Policy is the Biggest Threat to Progress (00:36:28) Fixing Energy Infrastructure in the US (00:39:29) Advanced Nuclear Technology (00:42:05) The Prospects of Energy Startups (00:43:44) Input Costs in Solar & Batteries (00:47:54) Geothermal Energy: The Most Exciting Sector (00:50:57) Housing Reform in the US (00:53:39) The Role of Philanthropic Foundations (00:57:00) Reforming the Criminal Justice System (01:03:48) Social Outcomes Downstream of Education (01:07:20) Misaligned Incentives in the Healthcare System (01:12:08) Journalism as a Public Good (01:14:17) The Kindest Thing

This week on SmarterMarkets™, we present a Special Episode Iranian Conflict: Geopolitics and Energy Markets with Helima Croft, Managing Director & Global Head of Commodity Strategy at RBC Capital Markets.   David Greely sat down with Helima yesterday to talk about the current state of play in the conflict between Iran, Israel, and the United States. They discuss its implications for global geopolitics and energy markets – and the inflection points to watch to determine how the situation may unfold.  

The Inside Economics team tackles the tough economic data and developments of the past week. There was nothing redeeming in the February jobs numbers, as the economy struggles to create jobs and unemployment edges higher.  And this is before the fallout from the U.S. conflict with Iran hits the economy, which threatens to be considerable. The discussion ends on the question of how the fighting will be resolved, but there are no satisfying answers. Jenna Score: 7 Guests: Dante DeAntonio, Chris Lafakis, and Juan Pablo Fuentes For a deeper dive on AI and the macroeconomy, see our new paper, The Macroeconomic Consequences of Artificial Intelligence, where we model four potential economic paths over the next decade. We also walk through the scenarios in a companion webinar available now on-demand. Read the paper: https://www.economy.com/getfile?q=2B555C90-1118-4A49-BDAA-5C0A99F83A9E&app=download Watch the webinar: https://bit.ly/3OF6dn9 Email us at InsideEconomics@moodys.com for more info about the Moody's Summit '26 Conference in San Diego Hosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The White House is scrambling to keep gasoline prices from spiking after the U.S. attack on Iran, which rattled the world's energy markets and is causing economic uncertainty at home. And yet, every time President Donald Trump has made an economic gamble so far during his second term, the U.S. economy has remained somewhat resilient. POLITICO's Ben Lefebvre and Victoria Guida break down what the administration is doing behind the scenes, how higher oil prices could affect the broader U.S. economy, and what it all means for the 2026 midterm elections. Ben Lefebvre is the deputy energy editor at POLITICO.  Victoria Guida is an economics correspondent and columnist at POLITICO. Stefan Todorovic is the video producer of POLITICO Energy. Nirmal Mulaikal is the co-host and executive producer of POLITICO Energy.  Matt Daily is the energy editor for POLITICO. Cyril Zaneski is executive editor of POLITICO's E&E News. Debra Kahn is the editorial director for energy and environmental coverage at POLITICO. Our theme music is by Pran Bandi. Follow the show on Apple, Spotify, Youtube and Instagram. Follow POLITICO here:    ➤ X: https://x.com/politico/ ➤ Instagram:  / politico      ➤ Facebook:  / politico   For more reporting on energy and the environment, subscribe to Power Switch, our free evening newsletter: https://www.politico.com/power-switch And for even deeper coverage and analysis, read our Morning Energy newsletter by subscribing to POLITICO Pro: https://subscriber.politicopro.com/newsletter-archive/morning-energy Learn more about your ad choices. Visit megaphone.fm/adchoices

The conflict in the Middle East intensified this week, resulting in broad-based market instability and a drop in global equities. This week, Sophia Mavridis sits down with Bell Financial Group's CIO Will Riggall, to unpack how markets historically respond to geopolitical shocks, and how investors can position themselves to navigate this challenging period. In this week's video, Will and Sophia cover:a final look back on reporting season – the key takeawaysthe surge in oil and gas prices and its broader economic impactwhich sectors provide opportunities for investorsBell Potter's strategy for managing volatility and minimising risk.

Russia Leverages Middle East Conflict to Pressure European Energy Markets Anatol Lieven analyzes how the Middle East conflict strengthens Russia's leverage over Europe while potentially causing internal Iranian anarchy and a massive refugee crisis. (1)1875 CASPIAN SEA

War with Iran escalating as global energy markets react and Canada walks a diplomatic tightrope Dr. James Horncastle, assistant professor of humanities, and Edward and Emily McWhinney Professor in International Relations at SFU Learn more about your ad choices. Visit megaphone.fm/adchoices

In this timely episode, I chat with the internet's favourite financial avian—Doomberg—to unpack the escalating chaos in the Middle East and its profound impact on global energy markets. Recorded on Tuesday, March 3rd, as the fog of war deepens, we dive into why oil prices are spiking and how the world's reliance on fossil fuels is shaping modern warfare.Doomberg delivers his signature "no-holds-barred" analysis from "fly-over country," using his unique mental models to strip away the mainstream narrative. We explore the massive disconnect between the information being fed to the public and the harsh realities of energy physics and geopolitics.In this conversation, we cover:Operation Epic Fury: A day-three characterisation of the conflict.Energy as a Weapon: Why energy security is the ultimate arbiter of market stability.The Fog of War: Navigating misinformation and understanding the longevity of current market volatility in the age of algorithms. Market Impacts: How investors should view the intersection of politics and commodities during periods of high tension.Whether you're looking to understand the macroeconomic shift or seeking a "maverick" perspective on the green transition versus energy reality, this conversation provides a sobering look at where we are headed.Brought to you by Progressive Equity. Disclaimer:This podcast is for informational and entertainment purposes only. Nothing discussed in this episode constitutes financial or investment advice. Global markets are currently experiencing extreme volatility; please perform your own due diligence and consult a professional financial advisor before making any investment decisions.

My guest today is John Arnold. John is probably the most famous energy trader of all time and certainly the most successful. One of the things John talks about is cultivating the best seat in your industry – the seat with the best perspective, the most information, the best systems..  John has been closely watching China's convergence in robotics, AI, and EVs, and shares his perspective from his recent trip to the country. We talk about the state of energy markets today – the misaligned goals and incentives, the NIMBYism that prevents building in America, and what he actually thinks about the wave of nuclear energy startups that everyone seems excited about.  John is also one of the most innovative philanthropists working today, applying that same analytical rigor to diagnosing structural failures across America — in healthcare, criminal justice, education, and beyond For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.  ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠Ramp⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠ to sign up for free and get a $250 welcome bonus. ----- This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Vanta. Trusted by thousands of businesses, Vanta continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Visit vanta.com/invest.  ----- This episode is brought to you by ⁠WorkOS⁠. WorkOS is a developer platform that enables SaaS companies to quickly add enterprise features to their applications. Visit ⁠WorkOS.com⁠ to transform your application into an enterprise-ready solution in minutes, not months. ----- This episode is brought to you by Rogo. Rogo is an AI-powered platform that automates accounts payable workflows, enabling finance teams to process invoices faster and with greater accuracy. Learn more at Rogo.ai/invest. ----- This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ridgeline⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgelineapps.com. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Timestamps (00:00:00) Welcome to Invest Like The Best (00:02:43) Episode Intro (00:03:43) Learnings from John's Trip to China (00:06:28) The EV Industry in China (00:08:43) How Subsidies Create Intense Competition (00:10:54) US-China Relationship (00:12:42) The Cost of Greatness (00:14:52) Creating the Best Seat in the Market (00:19:30) Baseball Card Arbitrage (00:23:03) Trading Natural Gas Futures (00:24:59) Energy Market Making Explained (00:27:11) Why Energy is Exciting Again (00:31:14) Meeting the Increased Demand for Energy (00:32:53) Why Policy is the Biggest Threat to Progress (00:36:28) Fixing Energy Infrastructure in the US (00:39:29) Advanced Nuclear Technology (00:42:05) The Prospects of Energy Startups (00:43:44) Input Costs in Solar & Batteries (00:47:54) Geothermal Energy: The Most Exciting Sector (00:50:57) Housing Reform in the US (00:53:39) The Role of Philanthropic Foundations (00:57:00) Reforming the Criminal Justice System (01:03:48) Social Outcomes Downstream of Education (01:07:20) Misaligned Incentives in the Healthcare System (01:12:08) Journalism as a Public Good (01:14:17) The Kindest Thing

The escalating conflict in the Middle East after the United States and Israel attacked Iran over the weekend is driving up energy prices and rattling global markets. POLITICO's James Bikales unpacks the immediate market reaction, the Trump administration's next steps, the potential impact on domestic and global energy prices moving forward, and how lawmakers in both parties are responding. Plus, President Donald Trump is expected to host a White House event today with tech companies to lay out an agreement that's designed to protect consumers from rising electricity costs, and the Senate Environment and Public Works Committee plans to vote today on Douglas Weaver to remain on the Nuclear Regulatory Commission. James Bikales is an oil and gas reporter for POLITICO.  Stefan Todorovic is the video producer of POLITICO Energy. Nirmal Mulaikal is the co-host and executive producer of POLITICO Energy.  Matt Daily is the energy editor for POLITICO. Cyril Zaneski is executive editor of POLITICO's E&E News. Debra Kahn is the editorial director for energy and environmental coverage at POLITICO. Our theme music is by Pran Bandi. Follow the show on Apple, Spotify, Youtube and Instagram. Follow POLITICO here:    ➤ X: https://x.com/politico/ ➤ Instagram:  / politico      ➤ Facebook:  / politico   For more reporting on energy and the environment, subscribe to Power Switch, our free evening newsletter: https://www.politico.com/power-switch And for even deeper coverage and analysis, read our Morning Energy newsletter by subscribing to POLITICO Pro: https://subscriber.politicopro.com/newsletter-archive/morning-energy Learn more about your ad choices. Visit megaphone.fm/adchoices

Australia has built one of the world's most competitive battery storage markets — and it got there faster than almost anywhere else on the planet. What started as an experiment in South Australia in 2017 has grown into a mature, multi-gigawatt industry that is now redefining what grid-scale batteries can do.In this episode of Transmission, host Wendel Hortop sits down with Jérémie Yvon, Head of Energy Management at Neoen Australia, to explore how one of the country's largest renewable energy companies is navigating the rapidly evolving battery landscape across both the National Electricity Market (NEM) and the Western Australian Electricity Market (WEM). They cover the maturation of the Australian battery market, how Neoen structures battery revenue across two very different market designs, the rise of virtual batteries and firm renewable PPAs, long-duration storage investment, and why Jérémie believes battery oversupply is a credible - and under appreciated - risk.You can watch or listen to new episodes every Tuesday and Thursday.Transmission is a Modo Energy production. Your host is Wendel Hortop - Head of AustraliaModo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets. Want all the latest power market news? Sign up for our free Weekly Dispatch newsletter:https://bit.ly/TheWeeklyDispatchChapters0:00 Introduction — the hospital generator analogy1:45 Guest intro: Jérémie Yvon and Neoen Australia4:30 NEM vs WEM: how battery economics differ8:30 Hornsdale: from proof of concept to system services11:30 NEM design — volatility and five-minute trading14:00 WEM design — capacity market mechanics17:00 Revenue compression in ancillary services20:30 How Neoen builds optimisation capabilities in-house23:00 Battery + wind firming: delivering baseload renewables25:30 Virtual battery products explained29:00 Risk management for firm products32:00 Solar cannibalisation and price suppression38:00 Long-duration storage pipeline44:00 Rate of change of frequency (RoCoF) services47:00 Are batteries now the cheapest system service provider?50:00 Contrarian view: what the market is getting wrong51:39 Wrap-upModo Energy | modoenergy.com

Australia has built one of the world's most competitive battery storage markets — and it got there faster than almost anywhere else on the planet. What started as an experiment in South Australia in 2017 has grown into a mature, multi-gigawatt industry that is now redefining what grid-scale batteries can do.In this episode of Transmission, host Wendel Hortop sits down with Jérémie Yvon, Head of Energy Management at Neoen Australia, to explore how one of the country's largest renewable energy companies is navigating the rapidly evolving battery landscape across both the National Electricity Market (NEM) and the Western Australian Electricity Market (WEM). They cover the maturation of the Australian battery market, how Neoen structures battery revenue across two very different market designs, the rise of virtual batteries and firm renewable PPAs, long-duration storage investment, and why Jérémie believes battery oversupply is a credible - and under appreciated - risk.You can watch or listen to new episodes every Tuesday and Thursday.Transmission is a Modo Energy production. Your host is Wendel Hortop - Head of AustraliaModo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets. Want all the latest power market news? Sign up for our free Weekly Dispatch newsletter:https://bit.ly/TheWeeklyDispatchChapters0:00 Introduction — the hospital generator analogy1:45 Guest intro: Jérémie Yvon and Neoen Australia4:30 NEM vs WEM: how battery economics differ8:30 Hornsdale: from proof of concept to system services11:30 NEM design — volatility and five-minute trading14:00 WEM design — capacity market mechanics17:00 Revenue compression in ancillary services20:30 How Neoen builds optimisation capabilities in-house23:00 Battery + wind firming: delivering baseload renewables25:30 Virtual battery products explained29:00 Risk management for firm products32:00 Solar cannibalisation and price suppression38:00 Long-duration storage pipeline44:00 Rate of change of frequency (RoCoF) services47:00 Are batteries now the cheapest system service provider?50:00 Contrarian view: what the market is getting wrong51:39 Wrap-upModo Energy | modoenergy.com

Natural gas prices spike in Europe after Qatar closes its LNG base. Meanwhile the Strait of Hormuz closure sends crude oil higher and its importance in the shipment of fertiliser ingredients could have major effects on global crop production this year, the boss of Yara says

Reclaiming technical support in the major indices will be crucial for a market rebound, says Charles Schwab's Nathan Peterson. That will be difficult is the Iran-U.S. conflict is not short-lived. He explains how a ramp in volatility hits stocks and lifts crude oil, natural gas, and other energy commodities. Nathan later turns to the software picture and opportunities he sees through technical trends in the sector. ======== 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

Middle East escalation has put the Strait of Hormuz; the world's key energy chokepoint, under threat. We assess the impact on Brent crude, European gas (TTF), and global LNG, with a focus on Qatar's supply and Europe's exposure. Joined by Hussein Ibish, Senior Resident Scholar at the Arab Gulf States Institute, Dan Marks, Research Fellow for Energy Security at RUSI, and Henning Gloystein, Eurasia Group, they discuss whether Iran would truly close Hormuz, the risks to shipping and infrastructure, and what comes next for global energy markets.Host: Richard Sverrisson - Editor-in-Chief, Montel NewsGuests: Hussein Ibish - Senior Resident Scholar at the Arab Gulf States InstituteDan Marks - Research Fellow for Energy Security at RUSIHenning Gloystein - Eurasia GroupLaurence Walker - Montel NewsEditor: Alex Carlon, Oscar BirkProducer: Alex CarlonSubscribe to the podcast on our website, via Apple Podcasts or Spotify#StraitOfHormuz #HormuzCrisis #OilPrices #LNG #QatarLNG #EnergyMarkets #EnergyCrisis #GasPrices #BrentCrude #TTF #EnergySecurity #MiddleEast #Geopolitics #ShippingDisruption #GlobalMarkets #RUSI

Oil and gas prices spiked on Monday as the Iran conflict escalated and shipping was disrupted in the Strait of Hormuz. About 20% of the world's oil and liquefied natural gas flows through the strait every day, making it one of the most crucial oil supply routes on the planet. William Brangham reports. PBS News is supported by - https://www.pbs.org/newshour/about/funders. Hosted on Acast. See acast.com/privacy

In the latest episode of the Energy Connects podcast, recorded amid the ongoing US and Israeli strikes on Iran and Tehran's retaliatory strikes across the Gulf, host Chiranjib Sengupta speaks with Gaurav Sharma, Energy Connects columnist and independent energy analyst, about the potential impact for global energy markets. They explore Iran's role in global oil supply, the risks surrounding the Strait of Hormuz, and the psychological impact on shipping and prices. The discussion also considers OPEC+'s output boost, spare capacity, and the implications for LNG flows from Qatar. With geopolitical tensions rising, the episode assesses how the coming days could shape oil prices, market stability and global energy flows.

From Wall Street to Main Street, the latest on the markets and what it means for your money. Updated regularly on weekdays, featuring CNBC expert analysis and sound from top business newsmakers. Anchored and reported by CNBC's Jessica Ettinger. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The next in our series of discussions with CEO's of companies that are putting AI to work has Fransico Martin-Rayo of Helios discussing the agricultural supply chain with host Eric Hanselman. Helios is leveraging AI to generate insights in the complex dynamics of food production and sourcing at a dramatically finer level of granularity. AI not only enables more complex analysis but also allows customized delivery of the results. Shifting interfaces from legacy dashboards and static reports to queryable constructs lets users explore the analyses in ways that better fit their needs. AI can deliver custom insights at scale in ways that weren't possible with traditional application interfaces. One of the principal shifts accelerating AI, is the availability of better data. Helios integrates massive weather data sets with market history and global events to generate forecasts. While the volumes of data are growing it's seen significant reductions in the cost per token in their infrastructure. Improving efficiency can expand the depth of analysis, as well as the frequency of forecast updates. More S&P Global Content: ANALYSIS: Tariff gap likely to keep China's soybean imports anchored to Brazil India to export 2.5 million mt wheat after near 4-year ban Look Forward Journal: Geopolitics of data centers Next in Tech | Ep. 209: Datacenters and Energy Markets in Europe For S&P Global Subscribers: 2026 Trends in Data, AI & Analytics 2026 US Data Centers and Energy Report Highlights from Enlit Europe 2025: Flexibility, visibility and digital energy Credits: Host/Author: Eric Hanselman Guest: Francisco Martin-Rayo, CEO and Co-Founder of Helios Producer/Editor: Feranmi Adeoshun Published With Assistance From: Sophie Carr, Kyra Smith

The following article of the Energy industry is: “Mexican Capital Meets US Solar Gold Rush” by Bryan Chester Campbell Romero, Managing Director & Editor, MX Energy Markets Intelligence.

We're kicking off a new series of discussions with CEO's of companies that are putting AI to work to tackle complex problems. Sean Kelly of Amperon joins host Eric Hanselman to dig into how they're using AI for energy grid forecasting. The combination of weather, changes in generation capacity with renewables, and now increased data center demand is making forecasting a critical requirement for grid stability, as well as energy trading. While this might have been a problem that could be tackled with spreadsheets back in the day, scope and scale of the problem has grown to a size that is outstripping traditional methods. AI-based approaches can scale, but there are challenges with managing the size of the datasets being used and the computational costs that some models demand. Effective integration of AI into complex problem solving demands not only a deep understanding of the problem space, but also innovation in sourcing data and scaling its applications. The payoff can be much faster results with greater perspective depth. But that requires investment in automation and careful engineering to get there.  More S&P Global Content: Look Forward Journal: Geopolitics of data centers Next in Tech | Ep. 209: Datacenters and Energy Markets in Europe For S&P Global Subscribers: 2026 Trends in Data, AI & Analytics Revamped US energy strategy — meeting AI-driven data center demand amid shifting geopolitics 2026 US Data Centers and Energy Report Highlights from Enlit Europe 2025: Flexibility, visibility and digital energy Credits: Host/Author: Eric Hanselman Guest: Sean Kelly, CEO, Amperon Producer/Editor: Feranmi Adeoshun Published With Assistance From: Sophie Carr, Kyra Smith

Doomberg stops by the Energy News Beat and Energy Impacts podcast with Stu Turley and David Blackmon. We are going to cover some of Doomberg's current articles, including the Energy Crisis in California, and the Global Oil and Gas market update. We will be live on X, YouTube, and LinkedInThe main topics and themes discussed in this podcast are:1. The energy crisis in California: - The transcript discusses the emerging energy crisis in California, particularly in Northern California. It highlights how the state's regulatory policies have led to the closure of major refineries, creating a fuel supply shortage. - The discussion covers the potential consequences of this crisis, including the possibility of $10 per gallon gasoline and the impact on the broader West Coast region. - The transcript also touches on the national security implications of California's energy dependence and the need for a more resilient energy infrastructure.2. Politics and policy: - The transcript delves into the political dynamics surrounding energy policy, including the potential impact of the SAVE Act on voter ID requirements and the role of the Republican and Democratic parties in Washington. - It also discusses the implications of the removal of the EPA's endangerment finding for CO2 and the potential for policy whiplash depending on the outcome of future elections. - The discussion touches on the potential presidential ambitions of California Governor Gavin Newsom and the challenges he may face in the Democratic primary.3. Energy markets and geopolitics: - The transcript explores the EU's "grid socialism" plan and its potential impact on energy prices and grid stability across Europe. - It also discusses the potential implications of the EU's proposed carbon border adjustment mechanism (CBAM) on US LNG exports and the geopolitical dynamics surrounding energy trade. - The discussion includes an analysis of the Bloomberg article on a purported Russian memo seeking to rejoin the US dollar system, which the speaker dismisses as likely false.4. Doomberg and media analysis: - The transcript provides insights into the Doomberg brand, its approach to analysis and publishing, and its plans for expansion, including a forthcoming book project. - It also touches on the challenges of being a media guest and the importance of maintaining brand consistency, particularly in relation to thumbnail images and headlines.Overall, we cover a wide range of energy-related topics, with a focus on the interplay between policy, geopolitics, and market dynamics, as well as the role of media analysis and commentary in shaping the energy discourse.## 1. **California's Energy Crisis**The transcript extensively covers an emerging energy crisis in Northern California, driven by regulatory policies that have led to refinery closures and fuel supply shortages. Key concerns include potential price spikes (up to $10 per gallon gasoline), regional impacts across the West Coast, and national security implications related to energy dependence and infrastructure resilience.## 2. **Energy Policy & Politics**The discussion examines the political landscape surrounding energy policy, including:- The SAVE Act and voter ID requirements- The EPA's endangerment finding for CO2 and its removal- Policy volatility depending on election outcomes- Governor Newsom's potential presidential ambitions and Democratic primary challenges## 3. **Energy Markets & Geopolitics**This section explores international energy dynamics:- The EU's "grid socialism" plan and its effects on energy prices and grid stability- The EU's carbon border adjustment mechanism (CBAM) and its impact on US LNG exports- Geopolitical dimensions of energy trade- Analysis of claims about Russia and the US dollar system## 4. **Doomberg Brand & Media Analysis**The transcript discusses the Doomberg media brand, including:- Its analytical approach and publishing strategy- Expansion plans and upcoming book projects- Challenges of media appearances and maintaining brand consistency- The importance of visual presentation (thumbnails, headlines) in mediaChapters: 01:32 California Energy Crisis10:21 Military Bases in California12:57 filibuster and problems with elections16:12 Endangerment of CO2 findings and its impact21:12 EU grid interconnect problems and energy crisis28:25 is the war with Ukraine about to end?31:46 publications in the EU36:00 Orban and his re-election47:46 Upcoming topics around copperCheck out Doomberg on his Substack: https://newsletter.doomberg.com/Check out for Stu Turley on The Energy News Beat Substack: https://theenergynewsbeat.substack.com/For David Blackmon https://blackmon.substack.com/

Doomberg stops by the Energy News Beat and Energy Impacts podcast with Stu Turley and David Blackmon. We are going to cover some of Doomberg's current articles, including the Energy Crisis in California, and the Global Oil and Gas market update. We will be live on X, YouTube, and LinkedInThe main topics and themes discussed in this podcast are:1. The energy crisis in California: - The transcript discusses the emerging energy crisis in California, particularly in Northern California. It highlights how the state's regulatory policies have led to the closure of major refineries, creating a fuel supply shortage. - The discussion covers the potential consequences of this crisis, including the possibility of $10 per gallon gasoline and the impact on the broader West Coast region. - The transcript also touches on the national security implications of California's energy dependence and the need for a more resilient energy infrastructure.2. Politics and policy: - The transcript delves into the political dynamics surrounding energy policy, including the potential impact of the SAVE Act on voter ID requirements and the role of the Republican and Democratic parties in Washington. - It also discusses the implications of the removal of the EPA's endangerment finding for CO2 and the potential for policy whiplash depending on the outcome of future elections. - The discussion touches on the potential presidential ambitions of California Governor Gavin Newsom and the challenges he may face in the Democratic primary.3. Energy markets and geopolitics: - The transcript explores the EU's "grid socialism" plan and its potential impact on energy prices and grid stability across Europe. - It also discusses the potential implications of the EU's proposed carbon border adjustment mechanism (CBAM) on US LNG exports and the geopolitical dynamics surrounding energy trade. - The discussion includes an analysis of the Bloomberg article on a purported Russian memo seeking to rejoin the US dollar system, which the speaker dismisses as likely false.4. Doomberg and media analysis: - The transcript provides insights into the Doomberg brand, its approach to analysis and publishing, and its plans for expansion, including a forthcoming book project. - It also touches on the challenges of being a media guest and the importance of maintaining brand consistency, particularly in relation to thumbnail images and headlines.Overall, we cover a wide range of energy-related topics, with a focus on the interplay between policy, geopolitics, and market dynamics, as well as the role of media analysis and commentary in shaping the energy discourse.## 1. **California's Energy Crisis**The transcript extensively covers an emerging energy crisis in Northern California, driven by regulatory policies that have led to refinery closures and fuel supply shortages. Key concerns include potential price spikes (up to $10 per gallon gasoline), regional impacts across the West Coast, and national security implications related to energy dependence and infrastructure resilience.## 2. **Energy Policy & Politics**The discussion examines the political landscape surrounding energy policy, including:- The SAVE Act and voter ID requirements- The EPA's endangerment finding for CO2 and its removal- Policy volatility depending on election outcomes- Governor Newsom's potential presidential ambitions and Democratic primary challenges## 3. **Energy Markets & Geopolitics**This section explores international energy dynamics:- The EU's "grid socialism" plan and its effects on energy prices and grid stability- The EU's carbon border adjustment mechanism (CBAM) and its impact on US LNG exports- Geopolitical dimensions of energy trade- Analysis of claims about Russia and the US dollar system## 4. **Doomberg Brand & Media Analysis**The transcript discusses the Doomberg media brand, including:- Its analytical approach and publishing strategy- Expansion plans and upcoming book projects- Challenges of media appearances and maintaining brand consistency- The importance of visual presentation (thumbnails, headlines) in mediaChapters: 01:32 California Energy Crisis10:21 Military Bases in California12:57 filibuster and problems with elections16:12 Endangerment of CO2 findings and its impact21:12 EU grid interconnect problems and energy crisis28:25 is the war with Ukraine about to end?31:46 publications in the EU36:00 Orban and his re-election47:46 Upcoming topics around copperCheck out Doomberg on his Substack: https://newsletter.doomberg.com/Check out for Stu Turley on The Energy News Beat Substack: https://theenergynewsbeat.substack.com/For David Blackmon https://blackmon.substack.com/

What a great day on the Energ News Beat Stand Up with Michael Tanner and Stu Turley. We have some great stories for you, and all of them can be found on the Energy News Beat Site. We are already rolling into 2026 at a 2 million-per-month pace for people on our news site. So, like, subscribe and share to help the Show grow from #4 in the world for Energy Podcasts as rated by FeedSpot.The main topics discussed in this podcast are:1. Ford and GM entering the energy storage market:  - Ford and GM are leveraging their battery expertise to enter the energy storage market, aiming to own a slice of the value chain that supports EV grid stability and renewable integration.  - The battery energy storage system market is booming, projected to reach $145 billion by 2027.  - The podcast compares the financial performance of Ford, GM, and Tesla, highlighting that Tesla is generating more income despite lower revenue compared to Ford and GM.2. Nuclear fuel recycling:  - There are benefits to recycling nuclear fuel, as spent fuel rods still contain 95% of their original power.  - Recycling spent nuclear fuel could be a valuable resource, but the transcript discusses the regulatory challenges and the need for innovation in the nuclear industry.3. Alberta's potential independence:  - The podcast discusses the push for Alberta's independence from Canada, driven by historical grievances and the desire to control their oil and gas resources.  - It analyzes the potential financial viability of Alberta as an independent entity, considering factors like existing pipelines and oil royalties.  - The podcast suggests that while Alberta could potentially thrive as an independent state, the likelihood of it actually happening is low.4. Rising electricity prices in the UK:  - The podcast discusses warnings from the British Gas boss about UK electricity bills soaring by 2030, primarily due to system costs from years of underinvestment in the grid.  - It criticizes the UK government's handling of the energy transition, highlighting the responsibility for high electricity prices and the need for a more responsible approach.5. Europe's energy challenges:  - The podcast explores the "pending energy implosion" in Europe, where the intermittent nature of renewable energy has led to price volatility and reliance on expensive imports.  - It provides examples of specific European countries, such as France and its challenges with maintaining its nuclear fleet, and the broader issue of deindustrialization due to the energy crisis. Here are the main topics discussed:**1. Ford and GM's Entry into Energy Storage**The automotive giants are expanding beyond vehicles into the battery energy storage market. This represents a strategic move to capture value in grid stability and renewable energy integration. The market is projected to reach $145 billion by 2027, and interestingly, Tesla is generating more income than Ford and GM despite lower revenue figures.**2. Nuclear Fuel Recycling**The discussion covers the potential of recycling spent nuclear fuel, which retains 95% of its original power. While this presents a valuable resource opportunity, the transcript highlights regulatory challenges and the need for innovation in the nuclear sector to make recycling viable.**3. Alberta's Potential Independence**The podcast examines the separatist movement in Alberta, driven by grievances over resource control and historical tensions. It analyzes the financial viability of Alberta as an independent entity, considering factors like existing pipelines and oil royalties, though concluding that actual independence is unlikely.**4. UK Electricity Price Crisis**British Gas leadership warns of soaring electricity bills by 2030, attributed to system costs from years of grid underinvestment. The discussion criticizes the UK government's energy transition approach and emphasizes the need for more responsible policy.**5. Europe's Energy Challenges**The podcast explores Europe's broader energy crisis, including intermittency issues with renewables, price volatility, expensive imports, and deindustrialization. France's nuclear fleet challenges are cited as a specific example of these systemic problems.1.Ford and GM Follow Tesla's Lead in the Energy Storage Race2.Recycling Nuclear Fuel Has Two Benefits, and One of Those Helps Energy Security3.Albertans Want their Independence, but what does that mean for the Energy Markets?4.British Gas Boss Warns UK Electricity Bills Will Soar by 20305.Ed Miliband and Vladimir Putin are the same, in terms of your electricity bill6.Europe's Pending Energy Implosion7.Oil and Gas Rig Count is Steady with Oil Rigs Down Three, Gas Rigs Up ThreeCheck Out the Energy News Beat Substack: https://theenergynewsbeat.substack.com/Check out the Energy News Beat Website: https://energynewsbeat.co/A special shout-out to Steve Reese for sponsoring the Energy News Beat Stand Up https://reeseenergyconsulting.com/

In this KE Report daily editorial, we are joined by Peter Boockvar, Chief Investment Officer at OnePoint BFG Wealth Partners and editor of The Boock Report on Substack. Peter shares his perspective on recent volatility across commodities, the outlook for precious metals, energy markets, and what earnings season is revealing about the broader economy. Key themes discussed include: Gold & Silver Volatility - A look at the parabolic move and sharp correction in precious metals, why consolidation may take time, and what could ultimately re-establish a more stable base. Macro Risks to the Precious Metals Bull Market - Central bank policy, currency strength, geopolitical dynamics, and factors that could weaken long-term demand for gold. Base Metals, Critical & Strategic Resources - How deglobalization, supply chain security, and resource hoarding are reshaping demand for industrial and strategic metals. Energy Markets & Oil Outlook - Why oil remains supported despite bearish sentiment, the impact of underinvestment, and what higher prices could mean for energy equities. Earnings Season & Equity Valuations - Insights into elevated expectations, revenue trends, margin pressures, and what current earnings reveal about economic momentum. Sector Positioning for 2026 - Peter highlights where he sees opportunity, including energy, commodities, and select defensive sectors amid shifting market leadership.   Click here to follow Peter at The Boock Report - https://peterboockvar.substack.com/   --------------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

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

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.

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.

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.

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.

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

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

Volatility, the Fed, and the Productivity Question The year 2026 is poised to be a major inflection point. While 2025 represented a transition phase, toward artificial intelligence adoption and hoped-for productivity gains, 2026 may be the year where outcomes must finally materialize. In many ways, it is a “prove it” year for markets and policy alike. One expected source of volatility is the political cycle. Historically, the second year of a presidential term has been the most volatile period in the market cycle. On average, it experiences deeper drawdowns, nearly 20%, but also stronger recoveries from those lows. While volatility itself is expected, its catalyst is often unpredictable, reinforcing the need for preparedness and flexibility. Another major transition involves the Federal Reserve. A new Fed Chair is expected to take the helm in 2026, and history shows that markets often test new leadership early. Previous Fed Chairs faced sharp drawdowns soon after assuming office, driven by inflation and interest rate concerns. This leadership change comes at a critical moment, as the economy attempts to move beyond the post-COVID imbalance of too much money chasing too few goods. A key metric to watch is the relationship between wages and essential living costs. While inflation pressures have eased since peaking in 2022, wages have yet to decisively outpace the rising cost of necessities such as food, energy, housing, and insurance. For meaningful progress, productivity must increase so that wage growth can exceed cost growth, a shift that would significantly ease the Fed's policy dilemma. Adding another layer of complexity is the anticipated surge in tax refunds in early 2026. Due to tax legislation passed in 2025, refunds are expected to rise by an estimated 44%, injecting $150–$200 billion into the hands of consumers. Historically, American consumers tend to spend these funds, providing a near-term economic boost. Whether that spending fuels sustainable growth or reignites inflation remains one of the key unknowns policymakers will face. Earnings, Commodities, and Market Concentration As attention turns to investment strategy for 2026, three themes stand out: corporate profits, commodity prices, and market concentration. Corporate earnings remain a primary driver of equity market performance, and current indicators suggest continued strength. Investment in artificial intelligence, resilient consumer spending, and the potential for Federal Reserve rate cuts all support the outlook for sustained profit growth. If these trends continue, corporate earnings could remain a positive force for markets in the year ahead. Commodity prices, particularly gold, silver, and copper, represent another area of focus. Gold's strong performance has been fueled by concerns over currency debasement, deglobalization, inflation pressures, and large fiscal deficits. However, renewed U.S. economic strength and strong GDP growth could slow the pace of rate cuts, potentially putting downward pressure on precious metals. Whether commodities can continue to surprise to the upside remains an open question. The third and perhaps most critical theme is market concentration. Today, the ten largest stocks account for roughly 41% of the S&P 500, with most deeply tied to artificial intelligence. This raises an important question for 2026: can AI-related investment spending continue at current levels, and will market leadership broaden? The outlook suggests that the simultaneous presence of fiscal, regulatory, and monetary stimulus could support broader earnings growth. A widening of market participation would be a healthier development for investors and could reduce the risks associated with excessive concentration. Energy Markets and an Unfolding Global Surprise One of the most unexpected developments heading into 2026 has emerged from Latin America, particularly Venezuela. Political unrest and potential leadership changes have introduced new uncertainty into global energy markets, making this an evolving situation that demands close attention. At the center of the discussion is the distinction between heavy crude and light crude oil. For decades, the U.S. relied heavily on imports of heavy crude from countries like Venezuela and Canada, which require specialized refining infrastructure. While domestic production of light crude has increased significantly, U.S. refining capacity remains well-suited for heavier grades. This imbalance has contributed to a growing spread between oil prices and gasoline prices. While oil prices have declined sharply, gasoline prices have fallen far less, largely due to refining constraints. A potential reintroduction of Venezuelan heavy crude into U.S. markets, if geopolitical restrictions ease, could help narrow this spread. Lower fuel costs would have meaningful implications for consumers and the broader economy, particularly by easing cost-of-living pressures that weigh heavily on household budgets. While the situation remains fluid, it highlights how geopolitical events can produce unexpected ripple effects with tangible economic consequences. Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Bobby Norman, CFP®, AIF®, CEPA® Managing Director Wealth Consultant Email Bobby Norman here Trey Booth, CFA®, AIF® Chief Investment Officer Wealth Consultant Email Trey Booth here Ty Miller, AIF® Vice President Wealth Consultant Email Ty Miller here Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Economic forecasts set forth in this presentation may not develop as predicted. No strategy can ensure success or protect against a loss. Stock investing involves risk including potential loss of principal. Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.The post Expect the Unexpected in 2026 first appeared on Fi Plan Partners.

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.

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

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.

 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)

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 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

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.

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.

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

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

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.

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

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.