Podcasts about energy policies

Send me a messageEurope is drowning in cheap clean power, and still wasting it.The problem isn't renewables. It's what happens when the grid can't cope with abundance.In this episode of the Climate Confident Podcast, I'm joined by Oonagh O'Grady, Vice President of International Origination at Hydrostor, a global leader in long-duration energy storage. We dig into one of the most under-discussed blockers of the energy transition: what happens after wind and solar scale, but before the grid is ready.Oonagh explains why short-duration batteries, while essential, aren't enough once renewables reach 40–50% of the system. We unpack why grids are hitting curtailment, negative pricing, and instability, and why eight to twenty-four hours of long-duration energy storage is fast becoming the backbone of a reliable, net-zero power system.You'll hear why advanced compressed air energy storage can deliver fossil-free, utility-scale flexibility for decades, how it compares with batteries and pumped hydro on cost and performance, and why inertia and grid stability are suddenly back in the spotlight after recent European outages. We also get into the policy side: what leading regions like California, Australia, and the UK are getting right, and what Europe must do now if it wants secure, affordable, decarbonised electricity in the 2030s.This is a grounded, evidence-led conversation about climate tech that actually works at scale - and a reminder that without long-duration storage, the energy transition stalls just when it should be accelerating.

AI data centers are driving rapid demand growth, exposing the limits of traditional electricity forecasting and planning. --- Electricity demand in the United States is rising fast, fueled in large part by the rapid expansion of AI data centers. Grid operators have repeatedly revised their demand forecasts upward as they try to anticipate how much new power these facilities, along with other emerging loads such as advanced manufacturing and crypto mining, will require. In January, however, something unexpected happened. PJM Interconnection, the nation’s largest grid operator, lowered its demand growth outlook, just weeks after a capacity auction driven by expectations of booming demand produced record high prices. Estimating how much electricity new data centers and other large loads will actually add to the grid is difficult, and the uncertainty cuts both ways. Overestimating demand can leave consumers paying for grid infrastructure that never gets fully used. Underestimating it can threaten reliability. All of this is playing out as the rapid buildout of data centers is increasingly framed as a question of economic competitiveness and national security. On the podcast, Shana Ramirez and Arne Olson of Energy and Environmental Economics argue that while improving forecast accuracy remains important, uncertainty itself needs to play a more central role in how the grid is planned and governed. In a recent E3 paper, they lay out why demand forecasts will remain imperfect, and why grid rules and planning processes should be designed to work across a range of possible outcomes rather than relying on a single view of the future. Ramirez and Olson discuss the reliability and cost challenges this uncertainty creates and describe governance approaches that could help the power system remain reliable and affordable as new loads come online. Shana Ramirez is director, asset valuation and markets at E3. Arne Olson is a senior partner at E3. Related Content: Boomtowns in the Battery Belt: Risks and Opportunities of Clean Energy Investments in Small Towns of America https://kleinmanenergy.upenn.edu/research/publications/boomtowns-in-the-battery-belt-risks-and-opportunities-of-clean-energy-investments-in-small-towns-of-america/ Energy System Planning: New Models for Accelerating Decarbonization https://kleinmanenergy.upenn.edu/research/publications/energy-system-planning-new-models-for-accelerating-decarbonization/ Energy Policy Now is produced by The Kleinman Center for Energy Policy at the University of Pennsylvania. For all things energy policy, visit kleinmanenergy.upenn.edu.See omnystudio.com/listener for privacy information.

In this episode, Cambria Allen-Ratzlaff, Interim CEO at the PRI, is joined by Mark Anson, Chair of the Investment Committee, and Hershel Harper, Chief Investment Officer at the UAW Retiree Medical Benefits Trust. A PRI signatory since 2010, the Trust has long been recognised for its leadership in responsible investment, stewardship and manager engagement.Together, they explore how a large, closed pension plan integrates responsible investment into fiduciary decision-making, covering human capital management, energy transition risks, data centres, manager selection and the role of ESG data.OverviewDrawing on decades of experience across public pensions, endowments and foundations, Mark and Hershel reflect on how responsible investment has evolved from a niche concern to a core part of managing long-term risk and return.The conversation highlights how the Trust approaches stewardship not as a values exercise, but as a practical way to strengthen governance, resilience and performance, always grounded in its obligation to deliver healthcare benefits for retirees.Detailed CoverageHuman capital as a core assetThe guests discuss why workforce practices, board quality and leadership development are material investment issues. From employee training and compensation to board diversity and skills, effective human capital management is framed as fundamental to long-term value creation.Collective engagement and investor leadershipMark and Hershel explain why large asset owners must collaborate to drive change. Initiatives such as the Midwest Investors Diversity Initiative demonstrate how coordinated engagement can improve board diversity and corporate sustainability while supporting better business outcomes.Energy, water and data-centre riskThe discussion turns to energy policy and the growing demand driven by AI and data centres. The guests outline how the Trust evaluates resource efficiency, water use, worker safety and community impact, recognising the need for “all-of-the-above” energy solutions delivered responsibly.Manager selection and Capital ConnectHershel introduces Capital Connect, the Trust's forum designed to broaden access to diverse and emerging managers. Both guests stress that expanding the opportunity set improves risk-adjusted returns, and that investing with diverse managers is not concessionary, but disciplined and performance-driven.ESG data, fiduciary duty and decision-makingMark and Hershel reflect on their recent research into fiduciary responsibility and inconsistent ESG data. They explain why ESG ratings vary so widely, and why asset owners must first define their objectives, regulatory constraints and risk priorities before selecting data tools.Context mattersA recurring theme is that responsible investment is contextual. Different investors (pension funds, endowments, foundations) face different liabilities, regulations and time horizons, shaping how ESG considerations are applied in practice.For more information about making the case for responsible investment, check out our database: https://public.unpri.org/investment-tools/investment-case-databaseChapters00:00 - Introduction & Backgrounds03:29 - Human Capital Management & Board Diversity08:55 - Midwest Investor Diversity Initiative11:41 - Energy Policy & Data Centers18:17 - Water Resources & Community Impact19:39 - Capital Connect & Diverse Managers26:40 - Fiduciary Dilemma & ESG...

1-26-2026: Wake Up Missouri with Randy Tobler, Stephanie Bell, John Marsh, and Producer Drake

In this episode, we're joined by Lucy Biggers, former climate activist and current Head of Social Media at The Free Press, for a rare inside look at how modern activism becomes psychologically binding—and how difficult it is to leave once your identity, career, and sense of belonging are tied to it. Lucy shares her personal journey from producing viral climate content and amplifying activist narratives to questioning the fear-based assumptions beneath them, unpacking the role of groupthink, moral signaling, nervous system regulation, and social punishment in shaping belief. This is a psychological inquiry into how good intentions can harden into ideology—and what it actually takes to reclaim independent thought, inner authority, and the courage to speak against the crowd.(00:00) Teaser(00:34) Opening Conversation(00:55) Introducing Lucy Biggers(05:57) Lucy's Journey in Climate Activism(09:43) Leaving the Climate Movement(12:15) Rebuilding and Speaking Out(18:42) The Role of Mentors and Personal Growth(35:41) Family Dynamics and Political Differences(36:16) Climate Change Narratives and Skepticism(39:11) Debating Climate Change and Energy Policies(45:16) Critique of Green Energy Solutions(52:12) The Role of Media and Public Perception(01:08:01) Questioning the Basis of Fossil Fuels(01:24:22) AI and WritingGuest Linkshttps://www.instagram.com/lucybiggers/ https://x.com/LLBiggers https://www.tiktok.com/@lucybiggers https://www.thefp.com/ Connect with UsJoin our membership Friends of the TruthRise Above The Herd Take the Real AF Test NowDiscover Your Truth Seeker ArchetypeWatch all our episodesConnect with us on TelegramFollow us on InstagramAccess all our links

X: @RogerHelmerMEP @ileaderssummit @americasrt1776 @NatashaSrdoc @JoelAnandUSA @supertalk @JTitMVirginia Join America's Roundtable radio co-hosts Natasha Srdoc and Joel Anand Samy with Roger Helmer, former Member of the European Parliament representing the United Kingdom and business leader who served in Asia and Europe. Topics include President Donald Trump's speech in Davos, America's economic growth for 2026 in light of key reforms implemented, Europe's challenges as stated by Germany's Chancellor Merz, issues impacting Britain, the future of Greenland, and US national security. The conversation will also focus on Nigel Farage's leadership at the helm of the United Kingdom's Reform Party and how that may impact Britain's reform agenda. Speaker Johnson's speech to the U.K. Parliament to be remembered as a historic moment, as the first American Speaker of the House of Representatives adressed the U.K. Parliament. The China threat and Iran's brutal oppression of its own citizens and especially the youth yearning for freedom will be brought under the spotlight as more than 5,000 protestors have been killed and over 20,000 imprisoned. Mr. Helmer has published two books on European issues, "Straight Talking on Europe" in 2000, and "A Declaration of Independence" in 2002. He also served as Chairman of The Freedom Association in the United Kingdom. He was a supporter of the Better Off Out campaign - the Brexit Movement, that called for the UK to leave the European Union. Roger Helmer is a founding leadership member of the Jerusalem Leaders Summit in Israel. americasrt.com https://ileaderssummit.org/ | https://jerusalemleaderssummit.com/ America's Roundtable on Apple Podcasts: https://podcasts.apple.com/us/podcast/americas-roundtable/id1518878472 X: @RogerHelmerMEP @ileaderssummit @americasrt1776 @NatashaSrdoc @JoelAnandUSA @supertalk @JTitMVirginia America's Roundtable is co-hosted by Natasha Srdoc and Joel Anand Samy, co-founders of International Leaders Summit and the Jerusalem Leaders Summit. America's Roundtable radio program focuses on America's economy, healthcare reform, rule of law, security and trade, and its strategic partnership with rule of law nations around the world. The radio program features high-ranking US administration officials, cabinet members, members of Congress, state government officials, distinguished diplomats, business and media leaders and influential thinkers from around the world. Tune into America's Roundtable Radio program from Washington, DC via live streaming on Saturday mornings via 68 radio stations at 7:30 A.M. (ET) on Lanser Broadcasting Corporation covering the Michigan and the Midwest market, and at 7:30 A.M. (CT) on SuperTalk Mississippi — SuperTalk.FM reaching listeners in every county within the State of Mississippi, and neighboring states in the South including Alabama, Arkansas, Louisiana and Tennessee. Tune into WTON in Central Virginia on Sunday mornings at 9:30 A.M. (ET). Listen to America's Roundtable on digital platforms including Apple Podcasts, Spotify, Amazon, Google and other key online platforms. Listen live, Saturdays at 7:30 A.M. (CT) on SuperTalk | https://www.supertalk.fm

In this episode of The Tudor Dixon Podcast, Tudor breaks down the latest World Economic Forum meeting and the growing shift in global politics driven by President Trump’s America First message. She challenges elite energy and climate narratives, arguing for a realistic, pro-growth approach to American energy independence. Tudor also explores how artificial intelligence could reshape future industries—and why globalism is failing everyday citizens. Tudor turns to Gavin Newsom’s controversial appearance at Davos, where he attacked Trump while ignoring California’s mounting crises.See omnystudio.com/listener for privacy information.

Did Trump embarrass America at Davos — or did he do exactly what world leaders fear most?

The chairs were set. The bill was small. And Europe didn't show.

The Scott Adams School hosted by Owen, Erica, Marcela, Sergio, and special guest Bob to share a reframe with us.~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~Liberal Mental Health Crisis, Time-Energy Management, Trump Davos, Trump Energy Policy, President Trump, President Macron, Credit Card Rate Limit, Investor Single-Family Home Purchases, Mortgage Rates, Housing Availability, Nuclear Development Red Tape, Europe's Energy Policy

From the affordability crisis and the data center boom, to the US government's campaign to reinvigorate the Venezuelan oil market, energy is dominating headlines in unusual ways.  And that's all happening against a backdrop of upheaval in federal energy policy, which started on day one of the second Trump administration. As we begin the new year and head into midterm elections, there's a dizzying number of crucial energy policy issues at play. So what issues are shaping US climate and energy policymaking in 2026? How might upcoming court rulings change things? As high utility bills persist, how is the public responding to changes in energy policy? And what stories or trends are not being told amid all of these important energy storylines? Today on the show, Bill Loveless speaks with reporters Maxine Joselow and Josh Siegel about covering energy and climate policy, and what key stories and trends they're covering in 2026. Maxine Joselow is a reporter for The New York Times where she covers climate policy from Washington D.C. Before joining The Times Maxine covered climate change and the environment for The Washington Post. Earlier, she was a reporter at E&E News. Josh Siegel is an energy reporter for POLITICO, where he focuses on Congress. He also hosts the POLITICO Energy podcast. Previously, he covered the energy beat for the Washington Examiner where he wrote the Daily on Energy newsletter.   Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Gregory Vilfranc.  

Charged Conversations PodcastSee omnystudio.com/listener for privacy information.

In this episode of Good Morning Liberty, host Nate welcomes Steve Gruber from Real America's Voice. They delve into Steve's background in politics and media, the evolution of trustworthy journalism, and the current state of media dishonesty. The discussion expands into Steve's career trajectory, the growth of his show, and the differentiation of independent media from mainstream narratives. Other key topics include the effectiveness and pitfalls of the U.S. healthcare system, government spending, and examples of fraud in federal programs. Additionally, the conversation covers energy policies, the impact of natural resources on national prosperity, and the strategic significance of territories like Greenland. Views on term limits, public sector unions, and fiscal policy are also debated, providing a comprehensive look at vital political issues. https://linktr.ee/SteveGruber https://www.youtube.com/@thestevegrubershow https://x.com/stevegrubershow 00:00 Intro 00:20 Steve Gruber's Background and Career Journey 03:42 Media Dishonesty and Free Speech 06:04 Climate Change and Media Narratives 09:02 Government Fraud and Mismanagement 21:26 Healthcare System Issues 28:35 Energy Policies and Natural Resources 33:53 American Energy and Environmental Standards 35:35 Critique of Anti-Nuclear Sentiments 38:20 Venezuela's Political and Economic Situation 47:34 Discussion on the Monroe Doctrine and Greenland 54:38 Debate on Government and Political Reforms

"Critical minerals and materials…are essential for key economic and national security technologies that help to fuel great sectors in the United States and around the world…We're at a very interesting point in the United States for critical minerals and materials because the US Geological Survey… just released their draft version of their newly updated critical minerals list…(But) they're very difficult to come by. And for a lot of these materials, they are mined as byproducts and co-products. They're used in incredibly low volumes, and so it's very difficult for companies to sort of make money on producing them, which in the United States, of course, to get anybody to do anything they need to be able to make a profit…China has been able to dominate this space and establish a stranglehold over many of these types of supply chains for these different commodities."  Abby Wulf on Electric Ladies Podcast Critical minerals are foundational to all our technologies, from computers to automobiles, weaponry and national security, among others, but they are also scarce and difficult to procure, especially in the volumes needed. So, what are they and what can we do? Listen to Abby Wulf, a top critical minerals expert who recently left the Department of Energy as head of Critical Minerals in this fascinating conversation with Electric Ladies Podcast host Joan Michelson. Abby previously served as the founding Executive Director of the Center for Critical Minerals at the nonprofit SAFE.   You'll hear about: ●        What critical minerals are, what makes them "critical," and where they come from. ●        How critical mineral supplies, and therefore the technologies that we rely on every day, are procured and affected by geopolitical dynamics, including Ukraine and China. ●        U.S. sources of these minerals and the financial incentives that were in the Inflation Reduction Act & Infrastructure Act that helped grow the sector….and so much more. ●        Plus, career advice, such as:   "I think that there doesn't necessarily have to be a trade-off between making money and making a difference….I've just been trying to say yes, to every opportunity that has come my way. …There are going to be different fits and starts and seasons to your career. But the one thing that's sort of driven me more than salary even I would say, are really just experiences… There are so many different things to learn…so I've let my curiosity sort of drive where my next career move has gone…. There's no comfort in the growth zone and no growth in the comfort zone." Abby Wulf on Electric Ladies Podcast     Read Joan's Forbes articles here.   You'll also like: ·       What We Can Learn From Canada's Energy Policies – with Claire Seaborn, energy attorney and former Chief of Staff to the Canadian Minister of Energy and Natural Resources ·       Reducing The IT Sector's Carbon Footprint – with Monica Batchelder, Chief Sustainability Officer of HPE (Hewlett Packard Enterprises) ·       Making Computers Sustainably – with Page Motes, Chief Sustainability Officer at Dell Technologies ·       The Politics of Climate & Energy – with Congresswoman Chrissy Houlahan, Co-Chair, Bipartisan Climate Solutions Caucus ·       How GM Is Going All Electric – with Chief Sustainability Officer, Kristen Siemen   Subscribe to our newsletter to receive our podcasts, blog, events and special coaching offers.   Thanks for subscribing on Apple Podcasts or iHeartRadio and leaving us a review! Follow us on Twitter @joanmichelson

Since Russia launched its full-scale invasion of Ukraine, it has also escalated a shadow war against the West. Using cyberattacks, destruction of property, arson, assassinations, and information operations, Russian agents sow chaos and fear, while probing and testing capabilities and responses in the event of a broader full-scale war. In a wide-ranging conversation, host Bakhti Nishanov talks to shadow war and energy expert Benjamin Schmitt about his experiences tracking Russia's sabotage attempts across the globe. They delve into Schmitt's quest to show the world how Russia's actions affect the lives and livelihoods of people throughout the West, a journey that has taken him from Chile to the Arctic to the Baltic Sea and beyond.  Read "Underwater Mayhem: Countering Threats to Energy and Critical Infrastructure Across the NATO Alliance and Beyond," here: https://kleinmanenergy.upenn.edu/research/publications/subsea-sabotage-protecting-energy-infrastructure-from-hostile-aggression/  --- Benjamin L. Schmitt is a senior fellow at the University of Pennsylvania, where he holds a joint academic appointment with the Department of Physics and Astronomy and the Kleinman Center for Energy Policy. He is also a senior fellow and the director of the graduate program at Perry World House. At Penn, Schmitt focuses on the project development and field deployment of the Simons Observatory, a new set of experimental cosmology telescopes and energy support infrastructure under construction at a high-altitude site in the Atacama Desert in northern Chile. In his joint role at Penn, he also pursues research and teaching with the Kleinman Center related to European energy security, critical infrastructure protection, export controls policies, and modern sanctions regimes. At Perry World House, Schmitt focuses on national security analysis focused on the transatlantic community and the Indo-Pacific, as well as emerging space security challenges. Previously, Schmitt was a research associate and project development scientist at the Harvard-Smithsonian Center for Astrophysics, where he supported the technical design, project management, and deployment of novel instrumentation and infrastructure for next-generation experimental cosmology telescopes at the South Pole. For this work, he traveled to the Amundsen-Scott South Pole Station in Antarctica in early 2020 and received the U.S. Antarctica Service Medal. Schmitt remains an affiliate of the Harvard-Smithsonian Center for Astrophysics and is also an associate of the Harvard-Ukrainian Research Institute. Schmitt is a term member of the Council on Foreign Relations. He is co-founder of the Duke Space Diplomacy Lab, where he is also a fellow of Duke's Rethinking Diplomacy Program. Schmitt is also a senior fellow for Democratic Resilience at the Center for European Policy Analysis (CEPA). Previously, Schmitt served as European energy security advisor at the U.S. Department of State, where he advanced diplomatic engagement vital to the energy and national security interests of the transatlantic community, with a focus on supporting the resilience of NATO's eastern flank and Ukraine in the face of Russian malign energy activities. Schmitt has been an invited lecturer on energy, national security, and science policy at Harvard, Princeton, Stanford, Morgan Stanley Investment Management, the National Defense University, and more. He also regularly publishes in Foreign Policy, The Daily Beast, Newsweek, The Hill, Atlantic Council, and Harvard International Review. Schmitt regularly provides expert commentary for print, television, and radio, including The New York Times, The Washington Post, The Wall Street Journal, Foreign Policy, NPR's Marketplace, BBC World Service, Slate, Vox, The Sunday Telegraph, Voice of America, Deutsche Welle, Bild Zeitung, Handelsblatt, and the Kyiv Post. Schmitt is a past recipient of the Government of Poland's Amicus Poloniae Award, has been honored as "Ukraine's Friend of the Week" by the Kyiv Post, and has received both Superior and Meritorious Honor Awards from the U.S. Department of State. Before entering government, Schmitt served as a NASA Space Technology Research Fellow while pursuing doctoral research in experimental cosmology at the University of Pennsylvania. For this work, Schmitt received both M.A. and Ph.D. degrees in experimental physics from the University of Pennsylvania. Schmitt has also previously served as a U.S. Fulbright Research Fellow to the Max-Planck-Institute for Nuclear Physics in Heidelberg, Germany. Schmitt is an Eastman School of Music trained classical vocalist with multiple leading operatic roles and solo concert performances on his resume. He is also a member of the United States Golf Association. Schmitt is a proud native of Rochester, New York. He resides in Philadelphia, Pennsylvania. --- This podcast is hosted by Bakhti Nishanov and produced by Alanna Novetsky, in conjunction with the Senate Recording Studio.

Right, so last week what played out in Venezuela is a microcosm of how so-called experts/analysts continue to get it wrong when it comes to the meaningful impact of President Trump's policies. A week ago, fears of the U.S. being at war with Venezuela, transition uncertainly and concerns of an oil production collapse that would surely lead to higher prices over the near-term, were to be found with most GSS news reports. 

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

As we roll into the midterms, the Democrats are already rolling out "Affordability" as a key battle cry. Well, the facts show that the average blue state pays an estimated 37% more for electricity than the average red state.This podcast went out on the Energy Impacts Podcast with David Blackmon and the Energy News Beat Podcast with Stu Turley. Tom Pyle, the CEO of the Institute for Energy Research, lays out the article linked below, and it is very clear. Energy Policies account for the greatest increases in energy costs.The main topics discussed in this podcast are:1. Electricity and energy prices in the United States, particularly the higher costs in "blue" (Democratic-leaning) states compared to "red" (Republican-leaning) states. The transcript discusses a report by the Institute for Energy Research called "Blue States High Rates" that analyzes this trend.2. The impact of renewable energy policies and mandates, such as renewable portfolio standards, on electricity prices. The transcript argues that these policies, combined with the forced closure of traditional baseload power sources like coal and nuclear, have driven up costs in certain states.3. The challenges faced by states like California and New York in maintaining reliable and affordable energy supplies due to their aggressive climate and renewable energy policies. The transcript discusses issues like the closure of refineries, reliance on imported energy, and the difficulties in building new natural gas pipelines.4. The role of the federal government, particularly the Trump administration, in energy policy decisions and their impact on electricity prices. This includes topics like the EPA's endangerment finding and the potential benefits of rescinding it.5. The broader political and ideological divide between "red" and "blue" states on energy and climate policy, and how this translates into differences in electricity affordability for consumers.Check out the Substack article https://blackmon.substack.com/01:25 Intro to the main topic of Blue State and High Rates02:23 Tom Pyle, breaks down the report07:16 Wind and solar in Texas08:43 Graphic on costs in blue vs. red states14:25 transmission lines and costs17:24 California and its Energy Crisis21:02 Energy Policy defines electricity rates26:54 Jones Act and LNG Tankers37:33 Carbon Taxes and Net Zero#energynewsbeat #netzero #democrats Connect with Tom on his LinkedIn here: https://www.linkedin.com/in/thomasjpyle/Check out the IER Institute for Energy Research https://www.instituteforenergyresearch.org/the-grid/blue-states-high-rates/

The post 7.1 – What 2026 Really Holds for Power Prices, Data Centers, and the Energy Transition with Energy Policy and Modeling Expert Robbie Orvis appeared first on Propane.

Tara breaks down what the media refuses to connect: sanctions ignored, illegal oil flowing through Venezuela, terror regimes getting rich, and massive domestic fraud keeping the whole system afloat. While headlines scream “Trump is unhinged,” the reality is far more methodical. Court-ordered sanctions are finally being enforced, a Russian “ghost fleet” is being challenged, and the same money funding illegal oil is also propping up riots, fraud, and a broken immigration system at home. This episode pulls the curtain back on the oil, the money, the submarines—and the panic behind the noise.

Tara unpacks a geopolitical story the mainstream media refuses to explain clearly. Sanctions against Iran, Russia, and their allies were supposed to choke off terror funding—but instead, loopholes, ignored enforcement, and political corruption turned Venezuela into an illegal oil way station for America's enemies. Now, with a Russian tanker, a shadowing submarine, and court-backed enforcement finally underway, the stakes couldn't be higher. This isn't chaos. It's strategy. And it may reshape global energy and power for decades.

Gas-fired power is back in favor in the United States, but methane emissions threaten its credibility. --- Methane is one of the most potent greenhouse gases, and global efforts to curb methane emissions are accelerating. Beginning later this decade, the European Union will impose new methane rules on oil and gas imports, and major energy-importing countries across Asia are paying closer attention to the emissions profile of the fuels they buy. The policy outlook in the United States, however, is very different. Under the Trump administration, federal methane regulations have been delayed or rolled back, even as policymakers promote expanded use of natural gas, particularly in the power sector. This divergence raises questions not only about climate impacts, but about competitiveness. As international buyers increasingly factor environmental performance into purchasing decisions, U.S. producers’ ability to measure and reduce methane emissions may shape their access to global markets. More broadly, natural gas’s credibility as a lower-carbon fossil fuel hinges on keeping methane leaks to a minimum. Mark Brownstein, senior vice president for energy transition at the Environmental Defense Fund, has spent more than two decades focused on identifying, measuring, and reducing methane leaks across the natural gas value chain. He discusses why methane has moved to the center of climate and energy debates, how international pressure is reshaping expectations for fossil fuel producers, and how new tools, including a recently released global methane scorecard developed with the International Energy Agency and the United Nations, are helping to track progress. He also explains why cutting methane emissions remains one of the most achievable and cost-effective climate actions available today. Mark Brownstein is senior vice president for energy transition at the Environmental Defense Fund and a member of the Kleinman Center advisory board. Related Content: Energy System Planning: New Models for Accelerated Decarbonization https://kleinmanenergy.upenn.edu/research/publications/energy-system-planning-new-models-for-accelerating-decarbonization/ Elevating Carbon Management: A Policy Decision-Making Framework and Rubric for the 21st Century https://kleinmanenergy.upenn.edu/research/publications/elevating-carbon-management-a-policy-decision-making-framework-and-rubric-for-the-21st-century/ Energy Policy Now is produced by The Kleinman Center for Energy Policy at the University of Pennsylvania. For all things energy policy, visit kleinmanenergy.upenn.edu.See omnystudio.com/listener for privacy information.

Wintery Knight and Desert Rose welcome Dr. E. Calvin Beisner to discuss climate and energy policy. They explore Biblical dominion and stewardship, contrasting the Christian worldview with the pantheistic roots of environmental movements. Beisner explains Earth's natural resilience through Le Chatelier's principle and the Genesis perspective. He critiques climate alarmism, highlighting warming benefits like longer growing seasons. Beisner compares energy sources, advocating for abundant energy to aid human flourishing. Please subscribe, like, comment, and share. Show notes and transcript: https://winteryknight.com/2026/01/04/knight-and-rose-show-70-e-calvin-beisner-climate-and-energy Subscribe to the audio podcast here: https://knightandrose.podbean.com/ Audio RSS feed: https://feed.podbean.com/knightandrose/feed.xml YouTube: https://www.youtube.com/@knightandroseshow Rumble: https://rumble.com/c/knightandroseshow Odysee: https://odysee.com/@KnightAndRoseShow Music attribution: Strength Of The Titans by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/5744-strength-of-the-titans License: https://filmmusic.io/standard-license

Emily Flippen is joined by Jason Hall and Keith Speights to unpack the biggest energy headlines of the past week and what they could mean for energy investors heading into 2026. How geopolitics and sanctions may impact oil pricing in the year ahead Whether or not the “energy transition” is still moving forward despite policy headwinds How energy investors should be feeling heading into the New Year after a lackluster 2025 Companies discussed: FANG, EOG, XOM, CVX, PCCYF, SNPMF, ENB, ET, EPD, FLSR, SEDG, CWEN, BIP, BEP, NUE, CAT, D, EVRG, META, PSX Host: Emily Flippen, Jason Hall, Keith SpeightsProducer: Anand ChokkaveluEngineer: Bart Shannon Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit  ⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

This has been a crucial year for US energy policy. The passage of the One Big Beautiful Bill Act eliminated many of the clean energy incentives that were centerpieces of Biden-era climate policy.  The rollback of key climate provisions from the Inflation Reduction Act led to contentious debate over America's energy future. With so many shifting priorities and questions around the direction and the pace of the energy transition, it's unclear what 2026 will bring. So how are policymakers facing these challenges and working to accelerate clean energy deployment in a shifting political environment? What does pragmatic energy policy look like in an era of deep partisanship? And what should the policy response be to rising electricity demand and costs in the United States? Today on the show, we're revisiting a conversation that Jason Bordoff had back in September with Illinois Congressman Sean Casten. They discussed the state of clean energy deployment in the US. Congressman Casten represents Chicago's western suburbs and serves on both the House Financial Services Committee and the Joint Economic Committee. He's also vice chair of the Sustainable Energy and Environment Coalition. Before entering Congress, Rep. Casten was a clean energy entrepreneur and consultant, serving as CEO of Turbosteam Corporation and as founding chairman of the Northeast CHP Initiative. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Gregory Vilfranc.  

Robinson Meyer, founding executive editor of Heatmap, talks about how in the ten years since the Paris Agreement, as he says the "climate story is the China story" now. Plus, Jael Holzman, senior reporter at Heatmap, reports on how the Republican Party has turned fully against renewable energy sources, including offshore wind projects. 

Gavin Newsom's California is a travesty for energy policies, and we can see yet another hit to consumers. The Utility companies are now limited in the profits they can make to rebuild the grid. That will SQUASH investment and get more companies to leave California, and take the jobs with them out of the State. As companies shut down and cut jobs, they also cut tax revenue, and that is going to make the financial crisis brought on by Gavin even worse.His Energy Policies have now become a complete national security risk for the western half of the United States. When you consider the corruption, graft, and greed exemplified during Gavin Newsom's Governorship, it won't be easy to rebuild California after he leaves office.1. The energy policies and challenges in California, particularly the regulation of utility profits and the impact on energy reliability.Michael Tanner and Stuart Turley discuss how California's approach to regulating energy providers like PG&E and Edison differs from other states, leading to issues with grid investment and energy reliability. They contrast California's "top-down" policies with a more collaborative approach in different states.2. The geopolitical tensions and sanctions related to Venezuela and Russia.The hosts discuss the Trump administration's actions to intercept oil tankers related to Venezuela, and the potential motivations behind these moves, such as regime change, protecting Gulf Coast refinery interests, and impacting Russia's war in Ukraine.3. The potential of nuclear fusion as an energy source, and its connection to Trump's media company.Stuart Turley discusses the promise of nuclear fusion technology and how Trump's media company, Truth Social, may be involved in developing or licensing fusion-related patents.4. The outlook for the oil and gas industry based on the Dallas Fed survey.Time Stamps00:16 California Cuts PG&E and Edison's profits for grid improvement.03:47 California's Corruption exposed by Katy Grimes at the California Globe08:17 Oil and Venezuela's impact on global markets11:06 Sanctions through Drone strikes13:31 Fusion and President Trump may be a great investment for humanityWe cover key insights from the Dallas Fed's survey of oil and gas executives, including their price expectations, activity levels, and concerns about a potential market oversupply. Is there a glut, or is the glut simply misunderstood, or is the market recalibrating to a new method? You will want to see our Doomberg interview in January.1.California Cuts PG&E's and Edison's Profits for Grid Investments: Gavin Newsom's California Poses a National Security Risk Due to Flawed Energy Policies2.San Francisco Crippled by Widespread Power Outages on Busy Holiday Shopping Weekend3.Trump Administration Intercepts a Second Tanker in Venezuela Oil Tanker Blockade4.Sanctions through Drone Strikes now in the Mediterranean5.Why Fusion Is Considered Energy's Holy Grail, and how President Trump's media company is betting on a breakthrough6.Lingering pessimism, uncertainty further weigh on oil and gas activity – Dallas Fed7.US Oil Drillers Drop 6 Rigs This Week According to Baker Hughes: What Is the Impact to Consumers and Investors?Check out our sponsor, Reese Energy Consulting https://reeseenergyconsulting.com/Check out our website https://energynewsbeat.co/Check out the Energy News Beat Substack https://theenergynewsbeat.substack.com/Questions on Investing in Oil https://energynewsbeat.co/invest/

The Global Energy Markets are changing, and Giacomo Prendelli (Jack) stops by the Energy News Beat podcast.There are just some great days in the world, and today was no exception. I had the honor of visiting with Giacomo Prandelli of the Merchant's News Substack. It was a great time. After doing over 1,000 episodes, I can tell if the conversation feels like 5 minutes, it was a good Conversation in Energy.I started reading The Merchant's News Substack and was impressed with Giacomo's (Jack) articles and research. Today's discussion was really a great setup for the geopolitical issues the Trump Adminstration is facing while trying to keep energy prices down. Key Discussion points:1. The current state of the oil and energy markets, including factors affecting oil prices such as geopolitical tensions, production levels, and demand.2. The shifting global power dynamics, with the United States, Russia, China, and India emerging as the key players, while the European Union and the UK are seen as declining in influence.3. The impact of the Russia-Ukraine war on energy markets and the potential role of the United States in shaping the outcome.4. The challenges faced by the renewable energy transition, including the reliability and cost-effectiveness of technologies like wind and solar compared to traditional fossil fuels.5. The potential for countries like Libya and Guyana to become important oil producers with low production costs.6. The issues facing the energy infrastructure and policies in California, particularly the reliance on oil pipelines and the push towards renewable energy.7. The background and motivation behind the Merchant's News Substack, which the host sees as a valuable source of analysis and insights on energy and commodity markets.Time Stamps:00:18 Introduction in Switzerland02:18 Shadow Fleet Ends05:00 Energy Policies and the EU, and UK07:57 World bifurcating into new trading blocs13:18 NATO18:26 Investment Charts Gold, metals, and Oil25:29 Biden and Trump have different moves as leaders29:17 Russia, North Africa, and EuropeDo not judge the site based on the landing page. The great cartoons are eye-catching with fantastic details behind the story. When I first started reading his articles and finding out what he was writing about, I was shocked. When you jump into his articles and financial discussions, you can walk away with a great appreciation for the work he is putting into every article. You can also find Jack on his LinkedIn here.Check out his post on X. Jack PrandelliFor the Full Transcript: https://theenergynewsbeat.substack.com/or https://energynewsbeat.co/

Send me a messageWhat if the fastest way to decarbonise shipping isn't a shiny new fuel, but the waste it's already throwing away?Shipping moves 90% of global trade, yet it's still one of the hardest sectors to decarbonise. In this episode, I'm joined by Nicholas Ball, CEO and founder of XFuel, to unpack why cost, physics, and adoption matter more than climate theatre when cutting emissions at scale.Nicholas leads a company turning difficult waste streams, including oily residues from ships themselves, into fully compliant drop-in fuels for shipping and aviation. These fuels work in existing engines, use existing infrastructure, and can deliver up to 85% lifecycle emissions reductions without charging shipowners three to five times more than fossil fuels. That last point matters. A lot.We dig into why shipping is so price-sensitive, why infrastructure uncertainty is paralysing fuel decisions, and why waiting for perfect solutions risks locking in higher emissions for decades. You'll hear why XFuel focuses on waste-based and recycled carbon fuels, how lifecycle emissions are verified under EU rules, and why “drop-in” isn't a marketing term, it's the difference between pilots and adoption.We also tackle hydrogen head-on. Why it's massively inefficient as a fuel. Why scarce renewable electricity should be used to decarbonise grids and industry first. And why electrification should happen everywhere it can, with fuels reserved for sectors that genuinely have no alternative.If you care about climate tech that actually scales, real-world decarbonisation, and cutting emissions in sectors that don't have easy answers, this conversation matters.

An economic sociologist discusses the growing heat dangers facing last-mile delivery drivers, and why federal protections remain stalled. --- E-commerce has transformed the way goods move through the American economy, driving unprecedented growth in parcel deliveries and intensifying competition among major carriers and the U.S. Postal Service. Yet this push for speed and volume now unfolds amid longer, more intense heat waves, exposing the nation’s roughly 1.5 million delivery drivers to climate-driven temperature extremes that pose growing risks on their routes. In this episode, economic sociologist and Kleinman Center faculty fellow Steve Viscelli discusses how rising heat intersects with the structure of the delivery industry. He describes the job conditions that can leave drivers vulnerable, from demanding routes to the use of monitoring technologies that encourage workers to stay on pace even when temperatures climb. Viscelli looks at the policy landscape that shapes these conditions, explains why federal heat protections for workers have been slow to materialize, and how this reality affects drivers’ day-to-day experience. He also points to steps some states are taking to set their own standards to address hotter and more demanding delivery seasons. Steve Viscelli is an economic and political sociologist at the University of Pennsylvania and a faculty fellow with the Kleinman Center for Energy Policy. Related Content: Energy System Planning: New Models for Accelerating Decarbonization https://kleinmanenergy.upenn.edu/research/publications/energy-system-planning-new-models-for-accelerating-decarbonization/ Who Buys Down the Risk When Federal Funding Recedes? https://kleinmanenergy.upenn.edu/commentary/blog/who-buys-down-the-risk-when-federal-funding-recedes/ Energy Policy Now is produced by The Kleinman Center for Energy Policy at the University of Pennsylvania. For all things energy policy, visit kleinmanenergy.upenn.edu.See omnystudio.com/listener for privacy information.

We're closing out the year with our final podcast of 2025, looking back at the biggest stories and revisiting the predictions we made at the start of the year. How did we do? 2025 delivered volatility and plenty of surprises, along with a long list of developments with real consequences for energy, both clean energy and traditional oil and gas. We cover major policy shifts, including the election of the Mark Carney Liberals in Canada, the introduction of Bill C-5, the launch of the Major Projects Office, the Ottawa–Alberta Memorandum of Understanding (MOU), and growing political support for LNG. We also review changes in the United States, including tariffs and the One Big Beautiful Bill (OBBB), which rolled back many of America's generous clean energy subsidies.  Another recurring theme this year was the surge in expectations for AI data center electricity demand—including in Canada, where three proposed projects in Alberta are moving closer to a final investment decision.It's been a whirlwind year. Jackie and Peter wish everyone a wonderful holiday break, and we'll return in 2026.Content referenced in this podcast:  The Hub.ca, Have we really hit peak oil? Please don't count on it (December 2, 2025) National Security Strategy of the United States of America (November 2025)Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ Check us out on social media: X (Twitter): @arcenergyinstLinkedIn: @ARC Energy Research Institute Subscribe to ARC Energy Ideas PodcastApple PodcastsAmazon MusicSpotify 

Host Scott Hennen returns from a listener trip to Washington D.C. , sharing stories from the Capitol, the National Archives, and the Holocaust Museum. The show covers a heavy news cycle, including the tragic event in Australia, the bizarre Rob Reiner situation , and a controversial letter from an Edina High School principal threatening suspension for students who mention ICE in a way that causes "fear or humiliation". Standout Moments: DC Trip Highlights & White House Briefing: 08:00:00 Scott shares details from his listener trip, including a briefing at the White House faith office and a special session at the National Archives. Controversial Edina School Policy: 08:12:57 Discussion on an Edina High School principal's letter that threatens students with suspension if they reference ICE (Immigration and Customs Enforcement) in a way that causes "fear or humiliation". Flag Family Media Programming Changes Announcement: 08:17:09 Flag Family Media President Steve Hallstrom announces that The Charlie Kirk Show is ending, and to fill the hole, The Need-to-Know Morning Show will extend to 9 a.m., and What's On Your Mind will move to 11 a.m. to 2 p.m. on Supertalk 1270. Charlie Kirk on Immigration and Assimilation: 08:34:00 A long clip from Charlie Kirk is played, arguing that "Immigration without assimilation is an invasion" and discussing the perceived lack of assimilation among certain immigrant groups. Congresswoman Julie Fedorchak on Regulatory Wins: 08:57:00 Congresswoman Julie Fedorchak discusses President Trump signing the Congressional Review Act to revoke a devastating BLM management plan that targeted North Dakota's energy industry. New Legislation for Grid Reliability: 09:02:58 Fedorchak details her "Base Load Reliability Act" to prevent the retirement of essential power generation resources and the "FAIR Act" to require that states with aggressive renewable mandates pay for the necessary power grid transmission upgrades.

New York Gov. Kathy Hochul speaks on the Medical Aid in Dying Act, the pause in the state's energy policy and more full 359 Mon, 15 Dec 2025 17:00:00 +0000 RDdfG6lO4bsLoh8hGvq4NpdKvmc0TAfv news,kathy hochul,new york state,wben WBEN Extras news,kathy hochul,new york state,wben New York Gov. Kathy Hochul speaks on the Medical Aid in Dying Act, the pause in the state's energy policy and more Archive of various reports and news events 2024 © 2021 Audacy, Inc. News False

Daniel Turner, Founder and Executive Director of Power the Future, joins Anthony & Dan to talk about Energy Policy. Link: https://www.powerthefuture.com/

Faith Burns, Energy Policy Expert with Americans for Prosperity, joins to discuss permit reform under Trump administration, record low gas prices, energy demands of the future, and more. Discussion of reforming the Waters of the US rules, navigable waters, EPA regulations, and energy technology.  Tim Walz discusses latest criticisms and how rhetoric could lead to violence...really?  Jasmine Crockett announces run for US Senate in Texas. Good luck with that! What is the state of the Democrat party!

Send me a messageWhat happens when solar stops being just “cheap” and becomes game-changingly efficient as well, pushing past 30% and reshaping global power economics?In this episode, I sit down with Aaron Thurlow, a 25-year solar veteran and commercial lead at Caelux, to unpack how perovskite-silicon tandem modules could transform not just clean energy - but the resilience, cost base, and strategic footing of every organisation betting on electrification. With AI, manufacturing, and data centres driving power demand through the roof, the timing couldn't be more critical.You'll hear how silicon, after 50 years of slow gains, is suddenly getting a step-change boost - not from exotic space tech, but from a thin layer of perovskites that can add 5–6 efficiency points in a single leap. We break down why this matters for utility-scale projects, residential economics, and global supply chain risk as manufacturing begins to regionalise.You might be surprised to learn how close this is to reality: Caelux has already shipped its first commercial product, with more deployments planned in 2026. And Aaron explains why this shift could help companies bridge policy uncertainty, lower project costs, and even change the global balance of energy independence.

John Helveston of George Washington University discusses why a U.S. pullback from China on EVs is risky, and why engagement could strengthen America’s auto industry. --- China has rapidly become the center of global EV innovation, producing cars that are cheaper, faster to develop, and increasingly competitive in international markets. The United States, by contrast, is pulling back, eliminating incentives and pursuing policies that distance the country from China just as the global EV transition accelerates. George Washington University’s John Helveston, whose work focuses on global EV markets and China’s manufacturing system, argues that this course risks sidelining the U.S. from the technologies and supply chains shaping the automotive future. On the podcast, he explains why a more pragmatic approach that protects national security and workers while engaging with China’s central role in the EV ecosystem may be essential for America’s long-term position in the global auto industry. John Helveston is an associate professor in the department of Engineering Management and Systems Engineering at George Washington University. Related Content Electric Vehicle Penetration and Urban Spatial Restructuring: A Case Study of Beijing with Geospatial Machine Learning https://kleinmanenergy.upenn.edu/research/publications/electric-vehicle-penetration-and-urban-spatial-restructuring-a-case-study-of-beijing-with-geospatial-machine-learning/ Battling for Batteries: Li-Ion Policy and Supply Chain Dynamics in the U.S. and China https://kleinmanenergy.upenn.edu/research/publications/battling-for-batteries-li-ion-policy-and-supply-chain-dynamics-in-the-u-s-and-china/ Energy Policy Now is produced by The Kleinman Center for Energy Policy at the University of Pennsylvania. For all things energy policy, visit kleinmanenergy.upenn.edu. See omnystudio.com/listener for privacy information.

Happy Thanksgiving, and we have a wild Energy News Beat Stand Up for You! We are focusing more on finance, deal reviews, and the economics of energy rollout in future articles. UK oil and gas companies exploring opportunities in the U.S. market: We discuss how large UK oil and gas companies like Harbor Energy are actively looking for merger and acquisition opportunities in the U.S. as they face challenges in the UK market due to Net Zero policies.Kind of like I have said, that oil saved the whales the first time, and President Trump's ending of offshore wind may save them the second time. The UK oil companies looking to move is a potential trend for all investors to take note of. Energy Policies have consequences, and the UK, EU, and even Canada are on a road to a fiscal catastrophe.We also cover the concerns about potential oil shortages: Comments from Russia's top OPEC negotiator, Alexander Novak, who warned about the risk of an imminent oil shortage due to chronic underinvestment in new oil production to replace declining fields.China's development of a new CO2 turbine technology: We discuss China's unveiling of a new supercritical carbon dioxide power generator technology, which could have significant applications in industries like cement and steel.Challenges and opportunities in the U.S. nuclear power sector: And Michael and I explore how the U.S. government is trying to support the development of larger nuclear reactors, including through low-cost government loans, in order to make nuclear power more profitable and attractive to investors00:18 Harbor Energy is scouting mergers and acquisitions in the US03:35 Russia points out oil needs investments07:05 China unveils new CO2 turbine that could upend power tech13:03 Sponsor and FinanceCheck Out Full Articles and Transcripts https://theenergynewsbeat.substack.com/and https://energynewsbeat.co/Stories Covered in this episode1.Large UK Oil and Gas Company Explores U.S. Deals – WSJ2.Russia Points Out the Lack of Investment in Oil is Poised to Cause an Oil Shortage3.China Unveils New CO2 Turbine That Could Upend Power Tech4.Can the U.S. Make Big Nuclear Reactors? How Can We Make Nuclear Profitable? How do Investors React?

This week, we discuss the Fed's whiplash on December rate-cut expectations, why markets are being driven more by positioning and volatility than fundamentals, and how AI-led CapEx is masking weakness across the real economy. We also dig into the Beige Book's warnings on employment and AI-driven layoffs, the political pressure building into 2025, and Mike Green's viral case that the true cost of living is far higher than official statistics admit. Enjoy! — Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance __ Weekly Roundup Charts: https://drive.google.com/file/d/1DZ5AtLuZZxGT5hWw3jq2V-r_9jBgruEE/view?usp=sharing — Grayscale offers more than 30 different crypto investment products. Explore the full suite at grayscale.com. Invest in your share of the future. Investing involves risk and possible loss of principal. https://www.grayscale.com/?utm_source=blockworks&utm_medium=paid-other&utm_campaign=brand&utm_id=&utm_term=&utm_content=audio-forwardguidance — Timestamps: (00:00) Introduction (02:49) Rate Cut Odd Whipsaw (09:48) Grayscale Ad (10:27) Market Structure & Positioning (15:14) Debating the AI Race (23:59) Gameplan for Next Year (31:31) Grayscale Ad (32:18) 2026 Cuts & New Fed-Treasury Vision (38:34) Gold Miners & Trading Commodities (42:18) Oil & Energy Policy (46:22) Mike Green & the K-Shaped Economy (55:17) Final Thoughts — Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #Macro #Investing #Markets #ForwardGuidance

America's solar industry is growing fast—but China still controls huge portions of the global supply chain. In this interview, Steve Yates sits down with Ben Delman of Solar United Neighbors to break down how U.S. solar manufacturing is changing, where our steel and panel components really come from, and how new policies could shift the balance of power.Delman explains the rise of American solar production, the role of China's subsidies, the struggle over rare earths and raw materials, and how state-level battles over net metering and community solar will shape the next decade. He also discusses how AI-driven data centers, steel manufacturing in the Rust Belt, and innovations like plug-in balcony solar could redefine American energy independence. Watch Full-Length Interviews: https://www.youtube.com/@ChinaDeskFNW

Utility-scale clean energy projects in development are still facing connection queues and regulatory barriers. RE+ may be done for 2025, but the debate is still going. Host Sylvia Leyva Martinez, Research Director at Wood Mackenzie, sits down with three leaders who are driving progress from different corners of the energy transition, from utility-scale project development to digital grid optimisation and solar system reliability. Sylvia Leyva Martinez and her guests discuss how federal and state regulations shape project timelines and financing, the latest innovations in the grid and the future of interconnection studies, the supply chain outlook for developers and technology providers, and how policy and software are converging to accelerate the energy transition. In this episode you'll hear from: Angela Amos from AES Clean Energy - As Director of Commercial Strategy & Innovation, Angela brings a unique vantage point that bridges policy, finance, and market execution. Drawing on her experience at AES, Uplight, and FERC, Angela shares how developers are navigating an evolving regulatory landscape, adapting to federal and state policy shifts, and rethinking how technology integration shapes long-term strategy. She also discusses how AES is approaching supply chain partnerships and what “innovation” really looks like at a global energy developer. Lindsey Williams from Shoals Technologies Group - Lindsey is VP of Marketing & Communications at Shoals, and she joins Sylvia to unpack the latest in solar and storage performance. Building on Shoals' recent focus on EBOS (Electrical Balance of System), Lindsey reflects on how component design, reliability, and digital monitoring are redefining project outcomes. She also shares what she heard from the floor at RE+, including the big industry talking points shaping developer confidence and long-term investment certainty in clean energy infrastructure. Inalvis Alvarez Fernandez from Simple Thread - Inalvis is a Senior Energy Technology Engineer at Simple Thread, and she explains how digital tools like Minerva are helping reduce project backlogs, streamline utility processes, and unlock grid capacity faster. Inalvis also discusses the challenges clean energy companies face scaling renewables and how regulatory clarity can enable more efficient technology deployment. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Trump administration’s nuclear ambitions raise new questions about safety, speed, and regulatory independence. --- The Trump administration has made nuclear power a centerpiece of its energy agenda, launching the most aggressive federal push for new reactors in decades. Through sweeping executive orders, new federal directives and financing support, and an $80 billion deal with Westinghouse, it aims to quadruple America’s nuclear capacity by mid-century and position the technology as a pillar of national security. But the rapid expansion is testing the independence of the Nuclear Regulatory Commission, the agency charged with ensuring that nuclear power is developed safely and free from political pressure. As the administration prioritizes speed, competitiveness, and national security, the NRC is being pushed to do more with fewer staff and to prioritize faster reactor approvals, raising concern that safety and the public trust it underpins could be compromised in the rush to build. Former NRC Chair Allison Macfarlane discusses what’s at stake for nuclear safety, regulation, and the future of U.S. nuclear power. Related Content Battling for Batteries: Li-ion Policy and Supply Chain Dynamics in the U.S. and China https://kleinmanenergy.upenn.edu/research/publications/battling-for-batteries-li-ion-policy-and-supply-chain-dynamics-in-the-u-s-and-china/ Bringing Fusion Energy to the Grid: Challenges and Pathways https://kleinmanenergy.upenn.edu/research/publications/bringing-fusion-energy-to-the-grid-challenges-and-pathways/ Energy Policy Now is produced by The Kleinman Center for Energy Policy at the University of Pennsylvania. For all things energy policy, visit kleinmanenergy.upenn.edu.See omnystudio.com/listener for privacy information.

 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)

Leading industry and energy groups react to the Coalition's new energy policy.

Nightlife News Breakdown with Philip Clark, joined by Hugh Riminton, National Affairs Editor, Ten News First. 

The post 6.23 – From Wind & Solar to SMRs & Geothermal: Energy Economist Kenneth Medlock Maps U.S. Energy Policy appeared first on Propane.

Elected officials face huge challenges when it comes to energy policymaking. They have very little time to learn complicated, nuanced issues. They're bombarded by information — some of it from organizations that are tightly aligned with ideological or political movements.  Whether it's from industry or civil society, the information policymakers receive, even if accurate, can often come with an agenda. Plus, translating academic research into policy comes with its own challenges. All of this makes building energy policy based on independent, trusted expertise difficult, especially in a time of deep partisanship.  So how can evidence and analysis best be used to design and build good energy policy? How can philanthropy drive innovative solutions to pressing challenges, like the energy transition? Where are the disconnects between high-quality research and thoughtful policymaking, and how can those efforts be bridged? This week, Jason Bordoff speaks with John Arnold about the hurdles and opportunities for building energy infrastructure and the power of evidence-based policymaking. John Arnold is co-founder and co-chair of Arnold Ventures, a philanthropic organization that supports initiatives in a range of sectors. He is also co-founder of Grid United, which develops high-voltage transmission projects. Previously, John was the CEO of Centaurus Energy. He started his career at Enron, where he oversaw the trading of natural gas derivatives. John is also an advisory board member at the Columbia Center on Global Energy Policy, and serves on the board of other organizations, including Meta. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Gregory Vilfranc.  

What the U.S. offshore wind power crisis says about energy megaprojects, risk, and political resilience. --- After a surge of optimism, the U.S. offshore wind industry faces its most serious challenges yet. Just a year ago, the sector seemed poised for rapid growth, with East Coast states making offshore wind a centerpiece of their clean-energy and reliability strategies. Today, that progress has been sharply interrupted. The reversal has been swift. Since returning to office, the Trump administration has halted new federal leases and permits and ordered work stopped on projects already under construction, moves that put billions of dollars in investment at risk. By September, Interior Secretary Doug Burgum declared that, under current policy, there is no future for offshore wind in the United States. Yet the industry’s troubles, despite strong progress, began well before this political turn. Inflation, high interest rates, and supply-chain disruptions sharply increased project costs, forcing developers to cancel or renegotiate contracts. Earlier, states had made strategic missteps in their race to capture offshore wind jobs and supply-chain investment, leaving the industry more exposed to shifting economic and policy winds. Elizabeth Wilson of Dartmouth College, founding director of the Irving Institute for Energy and Society, discusses how these experiences have shaped an emerging body of “institutional learning” across the states—lessons in risk sharing, coordination, and governance that may help buttress the industry for the long term. As the future of U.S. offshore wind hangs in the balance, Wilson offers perspective on how those lessons could form the foundation for progress in a political and economic environment that remains volatile and uncertain. Elizabeth Wilson is a professor of Environmental Studies at Dartmouth College and founding director of the Irving Institute for Energy and Society. Related Content Communicating Climate Policy: Raising Public Awareness through Trusted Sources https://kleinmanenergy.upenn.edu/research/publications/communicating-climate-policy-raising-public-awareness-through-trusted-sources/ Bringing Fusion Energy to the Grid: Challenges and Pathways. https://kleinmanenergy.upenn.edu/research/publications/bringing-fusion-energy-to-the-grid-challenges-and-pathways/ Energy Policy Now is produced by The Kleinman Center for Energy Policy at the University of Pennsylvania. For all things energy policy, visit kleinmanenergy.upenn.edu.See omnystudio.com/listener for privacy information.

At one point, the state was among the leaders in clean energy policy, but there's been a retrenchment in those efforts and renewed investment in fossil fuels.

Caroline Spivack, reporter for Crain's New York Business, talks about the mayoral candidates' climate and energy policies, including their stances on Local Law 97.