Podcasts about energy sector

In this episode, Lance Roberts sits down with Brent Johnson, CEO of Santiago Capital, to break down what's really happening with the U.S. dollar, the global monetary system, and why AI is accelerating a geopolitical and economic power shift. If you're looking for big-picture insights on the future of the dollar, geopolitics, AI-driven capital flows, and where long-term investing tailwinds are forming—this is a must-watch. 0:00 - INTRO 0:56 - Dollar Pessimism is Everywhere 3:32 - Why the Dollar Loses Purchasing Power: Inflation 5:08 - How Reserve Currencies Work - Why the Dollar is the Global Reserve Currency 6:30 - Why Oil is Priced in Dollars 9:07 - Reserve Currency Storage - Rule of Law & Liquidity Stability; effects of Euro Conversion on Reserves 11:10 - Ronald Regan clip, "Mr. Gorbachev, tear down this wall" 13:00 - Why the Dollar needs not be too strong or too weak (Chart - US Dollar Index) 16:00 - The Debt based monetary system 16:42 - The Carry Trade 19:59 - The Dollar Milkshake Theory - 21:00 - What a Falling Dollar would indicate 22:00 - The Impact of Where Money is Being Spent for AI Buildout - the multiplier effect; will this attract more foreign capital into the US? 25:11 - AI is transformational - Separation of East from West is happening; outcome is existential to the US 26:22 - The Office of Strategic Capital - 27:07 - The Race to Win AI - leadership in the global economy 28:53 - Two hang ups - Power generation/transmission grid 29:46 - Looking for the investing tailwinds 31:23 - The Fed's Return to QE 35:08 - Stablecoin vs Bitcoin - Digital Token, linked to a specific asset or commodity; Bitcoin which suffers from volatility 38:14 - The Genius Act - official blessing of Stablecoin; geopolitical implications 39:24 - The potential to become a new Eurodollar market - the importance of sovereignty for a nation 42:58 - Using Money as a weapon 44:46 - Stablecoin Implications for Investors - impact on Treasuries 47:14 - Currency Manipulation - China vs U.S. 50:30 - AI is overpriced - Looking ahead: short term cautious; buy the dip; Energy assets, including nuclear; critical minerals are national security implications 52:08 - Precious Metals outlook: If you own them, don't sell them; 53:40 - Opportunity in Energy Sector; Will VanLowe/Quantum - Energy Demand vs available supply imbalance 54:34 - The LNG supply gap solution 56:25 - How to Find Brent Johnson Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Brent Johnson, CEO, Santiago Capital, Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=QYUME1I-SDg&list=PLVT8LcWPeAug2oeXwuQUeSf8Hd6AFR5O9&index=4 ------- Our Previous show, "Bear Markets Are a Good Thing," is here: https://www.youtube.com/watch?v=bdlhQgMthW4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- REGISTER for our 2026 Economic Summit, "The Future of Digital Assets, Artificial Intelligence, and Investing:" https://www.eventbrite.com/e/2026-ria-economic-summit-tickets-1765951641899?aff=oddtdtcreator ------- Articles Mentioned in Today's Show: "QE Is Coming: The 2008 Roots Of Fed Dominance" https://realinvestmentadvice.com/resources/blog/qe-is-coming-the-2008-roots-of-fed-dominance/ -------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #BrentJohnson #USDollar #AIInvesting #GlobalMacro #FinancialMarkets

Get rare, firsthand insights from one of the industry's most seasoned leaders.In this episode, recorded live from the Daniel Energy Partners BBQ, STEP Energy CEO Steve Glanville joins hosts David de Roode and Victoria Beard to reveal how innovation, culture, and more than 30 years of experience are shaping the future of energy. From game-changing technologies like COIL+™  to ambitious growth plans, Steve offers an inside look at what's ahead for STEP Energy.A sharp, value-packed conversation you won't want to miss!00:00 Introduction to Oil and Gas00:54 Podcast Sponsors and Partners02:03 Welcome to the Podcast03:11 Interview with Steve Glanville03:34 Steve's Journey in the Energy Business07:18 Challenges and Achievements15:36 Innovations in COIL+™21:33 Efficiencies in Modern Oil Sites22:44 Challenges and Innovations in Coil Tubing24:53 Growing Up on a Farm: Shaping Leadership27:26 Balancing Work and Personal Life29:21 Impact of Tariffs on Canadian Oil Industry35:31 Pride in the Oil and Gas Industry40:00 Closing Remarks and Future Outlook

In this episode of the Additive Snack Podcast, host Fabian Alefeld is joined by Kimberly Gibson from America Makes for the first part of a two-part series focusing on the advancements and policy drivers in additive manufacturing in the U.S. Kimberly dives into the history and mission of America Makes, provides insights on policy innovation, industrial resilience, and how these factors are converging to reshape U.S. and global manufacturing landscapes. Highlighting the critical roles of workforce development, digital manufacturing, and ecosystem integration, Kimberly also discusses the importance of diversifying the industrial base's focus beyond defense and shares updates on current legislative initiatives like the National Defense Authorization Act. Don't miss this in-depth discussion on the transformative potential of additive manufacturing.00:30 Meet Kimberly Gibson and Ed Herrick from America Makes01:26 Kimberly's Journey and the Evolution of America Makes03:35 The Role of America Makes in US Manufacturing06:28 Challenges and Opportunities in Additive Manufacturing11:49 The Importance of Digital Manufacturing and Cybersecurity19:22 Government's Role in Accelerating Additive Manufacturing25:07 Diversifying Beyond Defense Contracts28:54 Congress Signals Support for Advanced Manufacturing29:33 Senate Bill 2214 and the Additive Industry31:44 Challenges in the Additive Manufacturing Sector33:41 Right to Repair and Sustainment Issues35:53 Unprecedented Demand for Additive Manufacturing37:54 Additive Manufacturing in Various Sectors43:39 Energy Sector and Additive Manufacturing46:32 Additive Construction and Future Prospects49:14 Teaming and Collaboration Opportunities50:23 Final Thoughts and Future Outlook

The electro industry powers everything from national security to AI leadership, but a shortage of skilled workers threatens progress. The National Electrical Manufacturers' Association sees veterans as the solution and backs the Veterans Energy Transition Act to make it happen. We'll explore the stakes and the bill with Peter Ferrell, senior director of government relations at NEMA.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

An airhacks.fm conversation with Ales Justin (@alesj) about: Early computing experiences with spectrum 48ZX and game development in Yugoslavia, progression from Basic to Pascal to C/C++ and eventually Java, mathematics education and its application to programming, working on energy consumption analysis applications for Slovenian companies, transitioning from a big IT company to a startup focusing on energy sector software, implementing Spring deployer for JBoss and contributing to open source, joining JBoss/Red Hat after impressing Bill Burke and Mark Fleury with Spring-JBoss integration, working on JBoss microcontainer with Adrian Brock and emphasis on precise testing, development of CapeDwarf as a JBoss implementation of Google App Engine APIs, collaboration with Google on TCK (Technology Compatibility Kit) development, solving concurrency bugs for a billion-dollar kitten app company using Cape Dwarf clustering, transition to cloud technologies with kubernetes and openshift integration, brief departure to work on cryptocurrency exchange using Spring Boot and Kafka, experiencing and solving Kafka / Strimzi issues on Google Cloud Platform, returning to Red Hat to work on Strimzi and eventually quarkus, focus on runtime systems and reactive programming with grpc and observability, importance of open source contribution and community engagement, evolution from monolithic application servers to cloud-native microservices architecture Ales Justin on twitter: @alesj

Apple closing at a record high, as the tech giant continues its recent outperformance over the broader market. But could Apple get left behind as the AI race speeds higher, or can the company keep up with its mega cap peers? Plus, What the Chartmaster Carter Worth sees in the energy sector's technicals, the comments sending shares of Boeing soaring, and all the after-hours action in names like Crowdstrike, Marvell, and more.Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stephen Grootes speaks to Goolam Ballim, Chief Economist at Standard Bank, about South Africa’s economy growing by 0.5% in the third quarter, marking the fourth consecutive quarter of growth and what the latest GDP data reveals about sector performance and investment trends. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Stephen Grootes speaks to Goolam Ballim, Chief Economist at Standard Bank, about South Africa’s economy growing by 0.5% in the third quarter, marking the fourth consecutive quarter of growth and what the latest GDP data reveals about sector performance and investment trends. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Today's Post - https://bahnsen.co/3Xtosgp Market Updates, Bitcoin Correlations, and Policy Discussions: Post-Thanksgiving Report In this edition of Dividend Cafe, we recap the recent market activity and its fluctuations following Thanksgiving. Key points include the Dow's drop of 427 points, mixed performance across major indices, and a significant contrast between top-performing and worst-performing sectors. We also highlight Bitcoin's recent correlation breakdown with the Nasdaq, the potential economic impact of Japanese bond yields on cryptocurrencies, and the ongoing foreign appetite for U.S. financial markets. Additionally, the episode covers updates on the Russia-Ukraine war, Affordable Care Act subsidies, significant upcoming Supreme Court hearings, and notable figures in the Federal Reserve's future. For detailed charts and more information, visit DividendCafe.com. 00:00 Welcome and Market Recap 01:05 Market Indices Performance 02:41 Foreign Appetite for US Securities 03:51 Bitcoin and Cryptocurrency Insights 05:51 Geopolitical and Policy Updates 07:40 Economic Indicators and Housing Market 08:38 Federal Reserve and Interest Rates 09:46 Energy Sector and Predictions 10:12 Conclusion and Upcoming Topics Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Prime Minister Mark Carney and Alberta Premier Danielle Smith put pen to paper this past week, signing an Memorandum of Understanding (MOU) in hopes of strengthening Canada's economy and lessen our dependence on the U.S.Plans for an independently-funded pipeline through British Colombia are in the works, depending on approval from the Major Projects Office and hinged on Indigenous co-ownership.However, not everyone is on board with the terms of the MOU, especially Premier David Eby, as well as Liberal MP Steven Guilbeault who has resigned from the cabinet on Thursday.Host Mark Day speaks to Cormac Mac Sweeney, CityNews Parliament Hill reporter to break down what's needed for this pipeline to materialize in the years to come, and how this MOU could play out for Carney's Liberals. We love feedback at The Big Story, as well as suggestions for future episodes. You can find us:Through email at hello@thebigstorypodcast.ca Or @thebigstoryfpn on Twitter

The adoption of AI among energy and shipping companies is growing steadily. While it's helping to cut operational costs, boost productivity, and reduce emissions, a shortage of skills, data integration complexity, and trust are posing some challenges. In exploration, AI is helping to analyze complex sub-surface data and improve success rates. In midstream logistics, it is helping to optimize complex route planning and lastly; by deploying AI across refinery operations, oil companies are achieving higher yields in high-value fuels while cutting energy use. In this episode, Asia Energy Editor Sambit Mohanty discusses with Dave Ernsberger, president of S&P Global Energy, and Arun Biswas, strategic engagements leader at IBM Consulting for Asia-Pacific, some of the themes around AI's ability to influence how energy is produced, traded, and distributed in the years ahead. 

How do graduates turn sustainability studies into real opportunities in the energy sector? In this episode, I speak with Dhriti Badami about starting a career during the energy transition from securing early internships to building confidence when speaking with experienced professionals.We discuss decarbonisation, the continued role of traditional energy alongside renewables, and how young professionals can shape the shift to cleaner systems through research, collaboration and fresh perspectives.In this episode:Where sustainability and energy careers overlapHow students can build credibility before graduatingNetworking strategies that actually lead to opportunitiesThe role young professionals will play in the transitionIf you're studying or just starting out in the sector, this conversation will help you understand what steps to take next and why your perspective matters.

Tony is Joined by season regular, map and strategy game guru, twitch streamer and member of the Game Lounge Crew, SirWigglesTheGreat! The two recap the PlayStation Japan State of Play, talk the Mario Galaxy Movie Trailer, GTA 6's delayment, AI in the Video Game Development space, and everything happening over at EA from the Buyout, to Battlefield, and Mass Effects future! The two also recap all the rest of the gaming headlines from the last two weeks and cover the upcoming game releases!Follow Tony: https://www.twitch.tv/tonysgameloungeYouTube: https://www.youtube.com/@TonysGameLounge--------------------------------------------------------Follow Wiggles: https://www.twitch.tv/sirwigglesthegreatYouTube: https://www.youtube.com/@sirwigglesthegreat--------------------------------------------------------Join the Official Tony's Game Lounge Discord: https://discord.gg/xXyvjaCsXp

What next for Volodymyr Zelensky as Ukraine is shaken by one of the biggest wartime corruption scandals since Russia’s invasion three years ago.See omnystudio.com/listener for privacy information.

On the Mike Hosking Breakfast Full Show Podcast for Friday 7th of November, changes are coming to the film industry's rebates and there are two major announcements for the energy sector. The All Blacks are looking to go two for two in their match against Scotland this weekend, Damian McKenzie joining to preview the clash. And Kate Hawkesby and Tim Wilson bully Mike and discuss whether any New Zealand restaurants would earn a Michelin star as they Wrap the Week. Get the Mike Hosking Breakfast Full Show Podcast every weekday morning on iHeartRadio, or wherever you get your podcasts. LISTEN ABOVE See omnystudio.com/listener for privacy information.

Carbon Capture and Storage (CCS) is set to play a major role in reducing industrial emissions but where do the skills come from to build it? In this episode, I talk with Henry Morris about how traditional oil and gas expertise is being repurposed to help the UK and Europe cut millions of tonnes of CO₂ each year.Henry shares how his geoscience background led him from offshore exploration into developing new CO₂ storage projects using existing wells and depleted gas fields. We discuss why core engineering and subsurface skills remain essential, what smaller companies look for in graduates, and how to prepare for the market cycles that shape energy careers. In this episode: How CCS works and why it's neededTransferable skills from oil & gas to low-carbon rolesWhy clarity in communication matters as much as technical knowledgeNavigating career uncertainty and energy market cyclesPractical advice for graduates entering the sectorIf you're exploring opportunities in the energy transition or curious about where a geoscience or engineering degree can take you, this conversation will help you see the full landscape of what's possible.

ATCO Energy Systems Chief Operating Officer Jason Sharpe joins host Francis Bradley for a conversation about the electricity and natural gas business in Alberta, from the perspective of a regulated utility company. Jason highlights the challenges posed by wildfires and the need for operational resilience. They also discuss the importance of attracting talent to the energy sector and the potential impact of data centres on energy demand and costs. They close the conversation with Jason's book recommendation.Links:ATCO Energy SystemsATCO Electric Jason Sharpe on LinkedIn Book recommendation:The Ride of a Lifetime: Lessons Learned from 15 Years as CEO of the Walt Disney Company, by Robert Iger https://www.penguinrandomhouse.ca/books/556683/the-ride-of-a-lifetime-by-robert-iger/9780399592096

Many of you are already using AI tools in your studies, careers, or job searches — but how do you make sure you're using them wisely?In this episode of Energy Sector Heroes, I speak with Vered Shwartz, Assistant Professor of Computer Science at the University of British Columbia and a specialist in natural language processing. We explore how AI is reshaping recruitment, interviews, and professional development — and what skills humans still need to bring to the table.Here are three actionable takeaways you can apply straight away:

Trevor reconnects with his former professor, Dr. Rupp Carriveau from the University of Windsor, to explore how Southern Ontario's agriculture and energy sectors intersect. From powering greenhouses and managing massive industrial demand to reimagining aging wind farms and testing “atomic agriculture,” together they unpack how innovation, AI, and new tech are reshaping Canada's clean energy future. Listen to episode 164 of thinkenery.    Related links Dr. Rupp Carriveau on LinkedIn: https://www.linkedin.com/in/rupp-carriveau-b4273823/ Environmental Energy Institute: https://www.environmentalenergyinstitute.com/ Turbulence and Energy Lab: http://www.turbulenceandenergylab.org/ Offshore Energy and Storage Society: https://www.osessociety.com/    Trevor Freeman on LinkedIn: https://www.linkedin.com/in/trevor-freeman-p-eng-8b612114    Hydro Ottawa: https://hydroottawa.com/en      To subscribe using Apple Podcasts:  https://podcasts.apple.com/us/podcast/thinkenergy/id1465129405   To subscribe using Spotify: https://open.spotify.com/show/7wFz7rdR8Gq3f2WOafjxpl   To subscribe on Libsyn: http://thinkenergy.libsyn.com/ --- Subscribe so you don't miss a video: https://www.youtube.com/user/hydroottawalimited   Follow along on Instagram: https://www.instagram.com/hydroottawa   Stay in the know on Facebook: https://www.facebook.com/HydroOttawa   Keep up with the posts on X: https://twitter.com/thinkenergypod --- Transcript: Trevor Freeman  00:07 Welcome to thinkenergy, a podcast that dives into the fast, changing world of energy through conversations with industry leaders, innovators and people on the front lines of the energy transition. Join me, Trevor Freeman, as I explore the traditional, unconventional and up and coming facets of the energy industry. If you have any thoughts, feedback or ideas for topics we should cover, please reach out to us at think energy at hydro ottawa.com, hi everyone, and welcome back. Today's episode brings us back to a few elements of my own personal history. Now you'll have to bear with me for a minute or two while I dive into my past in order to properly set up today's conversation, I grew up in southwestern Ontario, in and just outside the border town of Windsor, Ontario. Now for those of you not familiar with this area, Windsor and its surroundings are the most southern part of Canada. It might surprise you to know that Windsor is at the same latitude as Northern California and Rome, Italy. You can imagine that after growing up in Windsor and then living in various places around the globe, when I finally settled down here in Ottawa, adjusting to the more stereotypical Canadian winters of this northern capital, took a little bit of getting used to Windsor is so far south when you cross the border to its neighboring American city, Detroit, Michigan, you actually travel north. Have a look at a map if this seems to defy logic, but I promise you, it's true. This is the area that I grew up in. It's also where I went to school and got my engineering degree. More on that in a minute. Now, if you've ever driven down to the southwestern end of the 401 going past London and Chatham, you will notice two things. First, it is flat, very flat. You will not see a meaningful Hill anywhere in sight. I often joke with people that I used to toboggan when we did get any meaningful snow off of highway overpasses, because that was the only hill we could find. I was only partly joking, and I have indeed tobogganed off of said overpasses in my young and foolish days. But that is a story for another time. That brings us to the second thing you'll see, which is wind turbines. A lot of wind turbines. They are seemingly everywhere, stretching as far as you can see, southwestern Ontario is a hotbed of wind energy generation. Finally, a hint at why I'm going on about this part of the province on an energy podcast. But before we get into it, there's one other thing to touch on, and that is the fact that this area is also home to a large number of greenhouses growing produce year-round, as well as manufacturing. Windsor and its surrounding area is the automotive capital of Canada, with a number of plants from major car companies, as well as a supporting ecosystem of parts manufacturers. Incidentally, that's where I started my career, working as an environmental engineer for one of the automakers, and many members of my family have also worked or still work in that industry. The reason I bring up greenhouses in the auto industry is because they have some very high energy demand profiles, and that is how we get for me going on nostalgically about the area I grew up in, to our conversation today, I recently caught up with one of my engineering professors, Dr Rupp Carriveau, about the work that he and his colleagues have been doing that ties all of this together. And I thought it would be great to have him on the show to talk about that. Dr. Carriveau is the director of the Environmental Energy Institute and co-director of the Turbulence and Energy Lab and the CO lead of AGUwin at the University of Windsor. Back in the day, he was my fluid dynamics professor. But today, he balances his teaching duties with research into energy systems futures and advanced agricultural systems. He is a founder of the offshore energy and storage society, a recipient of the University Scholar Award, and has been named to Canada's clean 50 for his contributions to clean capitalism. Dr Rupp Carriveau, welcome to the show.   Dr Rupp Carriveau  03:59 Trevor, great to be here. Thanks.   Trevor Freeman  04:01 Yeah. So, Rupp, the last time we chatted, well, so you and I chatted a couple weeks ago, but before that, the last time that you and I interacted, I was in third year university. You were my fluid dynamics Prof. So, in addition to your professorial duties, you're now the director of the environmental Energy Institute at the University of Windsor. So, there's two questions around that. First off, how did you end up going from my fluid dynamics prof a number of years ago, probably close to 20 years ago now, to running this institute? And tell us a little bit about what the Institute does.   Dr Rupp Carriveau  04:40 Sure. Though. So, thanks. Yeah, and very memorable Trevor, because I, you know, I remember you well. And, yeah, that was, that was a very nice class that we had. I remember, well, I remember your colleagues too.   Trevor Freeman  04:54 If there's one thing I do, well, it's, it's be memorable, and you can take that however you want.   Dr Rupp Carriveau  04:58 That is, that is. Something to be said for that. Yeah, thanks for that question. So I should point out that in addition to EEI, I am a co-director in the Turbulence and Energy Lab, which is really where all of the EEI initiatives have started from, that's a lab that I co supervise with Dr David Ting in mechanical engineering and the nuts and bolts, the very serious engineering side of things, comes out of the Turbulence and Energy Lab. EEI kind of came about to handle topics that were, frankly speaking, less interesting to Dr Ting. So, things that push more, a little bit more into policy wider systems looks at things as opposed to, you know, pure thermodynamics and energy efficiency type pursuits, which underpin a lot of the EEI policy pieces, but are sort of beyond the scope of what turbulence and energy lab does. So those two things, and then more recently, actually, I'm co lead on, AGUwin, which is like a center of excellence, emerging Center of Excellence at the University of Windsor. So, Agriculture U Windsor is a group of about 40 professors that do work in agriculture in some shape or form. And we've, we've, we've taken to organizing that movement in seeking sort of group funding proposals, developing curriculum and organized sort of platforms to help industry in agriculture. And it's, it's really taking off, which I'm really excited about my extremely hard-working colleagues and CO lead, Isabel Barrett-Ng, she in particular, has been really driving a lot of really cool initiatives ahead and all the people that work with us. So, yeah, lots, lots happening at the University since I saw you last. But you know, time has a way of helping with that, people find ways to find efficiencies and get to do and build on, build on, hopefully incremental progress.   Trevor Freeman  07:08 Yeah, very cool. And you're teasing a few of the areas our conversation is going to go today, that sort of intersection between agriculture and obviously, this is an energy podcast, and so how does agriculture and the way we're moving in with agriculture impacts energy and vice versa. So, we're definitely going to get to that in a minute, I think, for our listeners that are not familiar with Southern Ontario, and I haven't talked about Southern Ontario on the podcast a lot, but people that know me know I will gladly talk about what goes on in the very southern part of our country. It's where I grew up. Help us paint a picture of what Southern Ontario is like. So, in the context of energy, what makes this area of Ontario unique?   Dr Rupp Carriveau  07:50 Well, it's that's a really good question, and I'm glad you phrased it that way, because I think it gets taken for granted. And also, folks, folks don't know energy isn't in the headlines every day, and if it is, it's not a headline that everybody pays attention to. But the southwestern Ontario region, if you take the 401 west of London, you'll start to see a high concentration of wind. So, there's a significant wind corridor in the region, and that's because it's very flat, so the whole area used to be a lake bed, and so we have very fertile agricultural lands as a result of that. And we also have very few obstacles to fetch, which is a huge aspect of how wind carries over the lakes, and is, you know, not, not obstructed. And so it's like you have offshore resources onshore, which is completely ideal. Also, we have, as it may be, we have massive natural gas resources in the area, in sort of the subterranean space of Devonian reefs for natural gas storage. We have natural gas generation facilities down around the Windsor area that help with provincial peaking and there is some solar in the region, because it is the Leamington Kingsville area is referred to as the sun parlor of Ontario. And as a result, we have a lot of under glass agriculture there, which benefits, obviously, directly from solar resources. And then we have solar photovoltaic that takes advantage of that sun as well. So there's, there's a lot happening here energy wise.   Trevor Freeman  09:38 Yeah, and there's a lot on the demand side of things as well. So, you mentioned the greenhouses, which are an up and coming, you know, source of demand draws on our grid. There's also a big manufacturing base. Talk a little bit about the manufacturing base in the area. Yeah, yeah. And that's that gets into my next question is talking about some of the specific, unique energy needs of greenhouses. I think on the manufacturing side, you know, you mentioned the auto industry and the parts industry that supports it, you're seeing more. There's a battery plant being built now I think that, I think people have a sense of that, but greenhouses are this thing that I think a lot of folks don't think about. So, you talked about the magnitude of the load, the lighting side of things. What else is this like, a 24/7 load? Is this sector growing like? Tell us a little bit about, you know where things are going with greenhouses?   Dr Rupp Carriveau  09:53 Yeah, thanks. So, yeah, I was, I was thinking about generation and, yeah, demand is. Significant we have. You know, Windsor has laid claim to Canada's automotive capital, and while I'm biased, I'd like to think it still is. And so we have significant manufacturing around the automotive industry, either automotive OEMs or tier one parts makers that have significant draws. We have Stellantis. Every minivan comes out of this area has come out of this area. The electric Dodge Charger comes out of this area. But there are engine plants for Ford, but they're also now, you know, sort of next generation transport technologies. You've talking about battery manufacturing. So, there's an enormous LG consortium with Stellantis here that's doing battery manufacturing. And so, these are huge loads that that add to existing and growing loads in the greenhouse space, which, again, I'll just mention it now, is something that isn't well understood. And we did a, we did a study for the province a couple years, three, four years ago. Now, I think grid Innovation Fund project that looked at sort of really getting into granular detailing of the loads that come with a lit greenhouse. A lot of people don't appreciate that a lit greenhouse, when switched on, depending on the lighting technology, depending on how it's used, can be like a 50-megawatt load, which is a significant load. And just imagine that's one so they can come on quickly, and they are non-trivial, significant loads. And so, this is something that we looked at trying to develop distributed energy resource sort of solutions for, because, simply speaking, you can't put up a new transmission line overnight, and we don't want to economically constrain the growth of the sector. Sure, yeah. I mean, it's, it's not a simple thing to characterize, because what you can take away from this is that these greenhouse developers are business dynamos, and frankly speaking, many of them do very well, because they're very good at what they do, and with the resources they have, they can largely do what they want. And if, if the infrastructure isn't there, they will build it so. So, you'll have folks that are operating off the grid, essentially not off the gas grid, of course, but they're using gas for cogeneration purposes, to produce heat for their crops, but also the electricity for their lights. So that is one aspect of it that further complicates how to figure out what these loads on the grid will be. But for the most part, of course, the grid provides quite clean and quite affordable electricity in the province, and you know where they can they want to be able to connect to the grid. Now, lights are designed to extend the growing day and extend the growing season as well. So, in terms of when they're switched on and how they're switched on, that is highly variable, and that is also something that is, I would say, in development, folks are looking at different ways to use intermittent lighting to be conscious of when peaking happens. It is dispatchable in a way, in that some growers are able to turn their lights off to avoid, you know, peaking charges. But again, there's a lot to manage. And, and it's, it's very complicated, both on the grid side and, and for the greenhouse grower.   Trevor Freeman  14:38 Yeah, so you mentioned natural gas for cogen for heating as well. So, as we look to decarbonize all different aspects of the sector, we talk often on the show of what are the specific areas where decarbonization might be challenging. Is, is greenhouses one of those areas? And, and what are the options available for heating these spaces? Like, is it realistic to think that there's an electric solution here, or what? What's happening in that sector related to decarbonization?   Dr Rupp Carriveau  15:10 Again, you've hit on a real sort of hot button issue for the for the sector, the trouble with natural gas is that it's spectacular. Oh, it's storable. It's dispatchable. It's a triple threat for greenhouses in the best way possible, because you can make your heat, you can make your electricity, and the plants crave CO2, and that comes out of the flue gas on the other side of the combustion reaction. So, you know, when you swing in there and you say, Oh, I've got this great new solution. It's called hydrogen. We'll burn hydrogen and we won't have these nasty CO2 release. And they're like, Okay, who's going to replace my CO2? So, it's a difficult fuel to displace. Now, admittedly, people understand that, you know, that's where we really need to go. And is, is electric? You know, electrification the path. So, people talk about, people talk about heat pumps, people talk about electric boilers. And then, as I mentioned, people talked about, you know, we've, we've also looked at the idea of blending hydrogen into a natural gas feed for existing infrastructure to, you know, because, because not all of the CO2, that is, you know, released is, is taken down by the plants. And so could you get to a magic blend where it's just the amount of CO2 that you need is what goes into the other side, and then there's nothing left after the plants take what they need. So, there's a lot of things that are being looked at. It is again, a challenging space to operate in, because it's highly competitive. Getting really granular. Data is very sensitive, because this, this, this is a, you know, it's a game of margins, and it's in its high stakes production. So to get in there and sort of be in the way is, is difficult. So, this work is being done. We're participating in a lot of this work. We just finished a study for the province, a Hydrogen Innovation Fund study on looking at the integration of hydrogen into the greenhouse space. And it was, it was pretty revelatory for us.   Trevor Freeman  17:36 So is the exhaust from burning natural gas on site. Does that get recycled through the greenhouse and therefore captured to some degree? Do we know how much you kind of hinted at finding out that sweet spot? Do we know how much of that gets captured?   Dr Rupp Carriveau  17:53 Yeah, so the short answer is yes. So, they have the cogen engines have scrubbers on them, and these, these machines are spectacularly capable of being tuned the combustion and the professionals that operate them at the greenhouse facilities are artists, and that they can get the sort of combustion profile a certain way, and so that that flue gas will go into the greenhouse, but to know exactly how much is being taken down, that is an area of active research, and we don't, we don't know that answer yet. There are people that are looking at it, and you can imagine it's kind of a provocative number for the sector. So, they're being very careful about how they do it.   Trevor Freeman  18:36  I'm sure, I'm sure. Okay, let's, let's park that just for a minute here, and jump back to something you mentioned earlier. You talked about one how flat Southern Ontario is, and it took me leaving, leaving the county before I really knew what skiing and tobogganing and everything else was. So, there's a lot of wind power generation. And for anyone listening, yeah, as rip mentioned, if you ever drive down the 401 going towards Windsor, you'll just start to see these massive wind turbines kind of everywhere you look. So, help us understand how these turbines, you know, you look out over a field and you see, you know, 2030, of them more in your line of sight. How do they connect to our provincial grid? How do the contracts work? Like, who gets that power? Give us a little bit of a sense of how that works.   Dr Rupp Carriveau  19:28 For sure. Yeah, well, so what most people don't realize, and again, it's not something that's talked about, and if it is, I don't know people are necessarily paying attention to it, but, but you know the comment I'll get from relatives we talked about Thanksgiving. So, you know people, because they know I'm a wind person, they'll be like, 'Hey, I was driving down the road and I saw they weren't spinning with, what's going on? Are they broken or what?' Well, you know, because we, we've got some pro wind and some non pro wind folks in the in the family, so it's an exciting time for me. But you know, and I mentioned that the greenhouses I'm working with are often starved for utility supply. And they said, well, how can that be? The turbines are right there. They're sharing the same space, right? And most people don't realize that. Really, I would say 95% of the wind in our corridor is put on a transmission line and sent up to, effectively, to Toronto, to be distributed throughout the province, which is great, but it's not really a local asset. And that was sort of what inspired us when we saw these two sorts of juxtaposed. We thought maybe you could turn these assets into something that acted as really a new type of distributed energy resource, and that you've got a transmission connected asset that's currently under contract, but if that contract could be modified, then the fiscal connections could potentially be modified so you could have local distribution, let's say at a time of maybe at a time of transmission curtailment, maybe under different conditions. So again, looking into the physical plausibility of it was part of our study, and then doing some sort of economic investigation of how that would work, having a nearly 20-year-old asset all of a sudden springing into a new role in a new life, where it continues to perform transmission duties for the province at large, but it also serves local needs in the production, let's say, of hydrogen through an electrolyzer, or just plain electrons turning lights on. That is something that isn't possible yet. Regulatory reasons exist for that that would require some, some significant changes. But it was a really interesting exercise to go through to investigate how that could happen.   Trevor Freeman  22:08 Yeah, so there's just trying to understand how this work. There's someone who owns these turbines. Some conglomerate somewhere, you know, Canadian, not Canadian, who knows. They contract with the Independent Electricity System Operator who operates the grid in the province. And they basically say, yeah, well, look, we'll provide you with X amount of power on some contract, and when ISO needs it, they call on it. How long do those contracts last? Is that a 10-year contract? A 20-year contract?   Dr Rupp Carriveau  22:35 So, they are in Ontario. The ones that I'm familiar with for 20 years. So it's possible there are others. I know. I have a there's a farm that operates in PEI that has a nice 30 year PPA. So the longer you can get, the better. Yeah, and these, these power purchase agreements are, are wonderful for developers, because they're known entities, doing the math on your finances is really straightforward with these contracts. And frankly speaking, when you had a sector that needed to be brought up from nothing, they were very necessary. They were very necessary. And but those contracts, and they're and they're locked down, as much as we try to, you know, persuade the province to get crazy, to amuse us with these new, newfangled ways of of connecting to people, commerce wise, through energy, they are not interested so far, at least in and they're like, let's finish these out, and then we can talk your crazy ideas, you know, and so, but that's we're getting glare, because I would say many, many, many farms in the province will be coming up on the sun setting end of Their power purchase agreements in the coming five, six years.   Trevor Freeman  24:03 Yeah, yeah. Which brings me to my next point, of the assets themselves, the actual physical turbine, I assume last longer than 20 years. You're going to build one of these things. You know, 20 years is not its end of life. So what are the options available today? You talked about regulatory barriers. We talk about regulatory barriers on this show often, what are, what are the options today for a wind farm that is at its end of contract? Does it look at re contracting? Can it kind of direct source to someone else? Like, what are the options available for an owner?   Dr Rupp Carriveau  24:40 Yeah, well, to me, it's an exciting time, because it could be work for us. We get excited about this. I think it could be a source of anxiety for owners, because there's nothing better than that long term contract. So many of them will try to apply for things like a medium, a new medium term length contract from the. Province, like an MT two, I think they're called. There are other contract types that are possible, but there'll be, it'll be a highly competitive landscape for those, and the in the province won't be able to give everyone one of these contracts. So some of these, some of these operators, will likely have to look at other options which may be going into the spot market, potentially, you know, getting into the capacity game by getting a battery on site and firming up their ability to provide power when necessary or provide capacity. And then there's a there isn't a relatively recent regulatory development in the around the middle of July, the province said, you know, if you're a non emitting generator and you're not under contract, you could provide virtual power someone else who might need it, if they're looking if they're a class, a customer that's trying to avoid peak charges. You know, rather than that class a customer buys a battery behind the meter and physically reduce their peaks. They could potentially virtually reduce their peaks by setting up a virtual power purchase agreement with another supplier. So these, these off contract spinning assets could have an opportunity to get into this game of peak relief. Which, which could be very lucrative. Because, based on last year's provincial global adjustment charges at large, you're looking at being paid something on the order of about $72,000 a megawatt hour for the, for the for the for the megawatt hours in question, which, which, of course, you know, try to get as many as you can. .   Trevor Freeman  26:31 Yeah. So there's a couple of things there. Bear with me while I connect a few dots for our listeners. So on different shows, we talk about different things. Global adjustment is one of them. And we've been talking here about these long term contracts. Global adjustment, as you might remember from previous conversations, is one of those mechanisms that bridges the gap between the spot market price, you know, the actual commodity cost of electricity that's out there, and some of the built-in cost to run the system, which includes these long term contracts. So there's a there's a fixed cost to run the system, global adjustment helps bridge that gap. The next concept here that is important to remember is this class, a strategy where the largest the largest customers, electricity customers in the province, have the opportunity to adjust how they are build global adjustment based on their contribution to the most intensive demand peaks in the province over the course of a year. So during a really high demand period, when everybody needs electricity, if they can reduce their demand, there's significant savings. And so what you're saying is there's this new this new ability for kind of a virtual connection, where, if I'm a big facility that has a high demand, and I contract with a generator, like a wind turbine that's not in contract anymore, I can say, hey, it's a peak time now I need to use some of your capacity to offset, you know, some of my demand, and there's those significant savings there. So you're absolutely right. That's a new thing in the province. We haven't had that ability up until just recently. So super fascinating, and that kind of connects our two topics today, that the large demand facilities in southern Ontario and these these generators that are potentially nearing the end of their contract and looking for what else might happen. So are you guys navigating that conversation between the greenhouses or the manufacturers and the generators?   Dr Rupp Carriveau  28:49 I'm so glad you asked. And here comes, here comes a shameless plug. Yeah? So yes. So there's a spin off company from the turbulence and Energy Lab, and it's called jailbreak labs. And jailbreak labs really represents sort of the space that is more commercial than research, but it also was sort of spurned, spurred from research. So jailbreak Labs has developed a registry, and we've been providing some webinars as well. So this, again, this is a company that that is essentially run by students, that this registry allows generators and consumers to ultimately find each other so that, so that these kinds of connections can be made. Because, as you may well imagine, there is no guarantee that the wind will be blowing at the time that you need it so, so and your load may be such that you need a different type of generation profile. So it needs to be profiling on the generation side. There needs to be profiling on the customer side. Yeah, and, you know, we've been doing this on our own for years. It was the time was right for us to sort of step in and say, because we were following this, we were real fanboys of this, of this reg, even before it came into play. And we kept bugging, you know, OEB for meetings and ISO and they, begrudgingly, to their credit, would chat with us about it, and then the next thing we know, it's announced that it's that it's happening. Was very exciting. So, so, yes, so we're really interested in seeing this happen, because it seems like such a unique, we're thrilled, because we're always interested in this sort of Second Life for assets that already have been depreciated and they're clean energy assets. Let's get everything we can out of them and to have this dynamic opportunity for them, and that will help Class A customers too hard for us to ignore.   Trevor Freeman  30:56 And you mentioned the last time we chatted about building a tool that helps evaluate and kind of injecting a little bit of AI decision making into this. Talk to us about that tool a little bit.   Dr Rupp Carriveau  31:08 Yeah. So we have a, we have a tool called quantract which is basically playing on the idea of quantifying all the risk and opportunity in in a contract. So it's really a contract visualization tool. Another way to think of it as a real time Net Present Value tool that allows renewable energy stakeholders to really, evaluate the value of their investment by not only understanding the physical life left in an asset. Let's say that a wind farm that's, you know, at 20 years and it looks like we may need to replace some blades. Do we just walk away and say, look at it. We had a good run contracts over, you know, we made some money. Let's sell the assets as they are. Or do we say, you know, I'm looking into this vppa game, and we could do okay here, but I'm not exactly sure how that's going to work and when. And so this, this tool that we've developed, will do things like will first of all identify all risk factors, and risk includes opportunities and then we'll profile them, and then builds them into basically what is more or less a glorified discounted cash flow model. So it is a way of measuring the potential value of investment in the AI space. I mean, the AI piece of it is that we have developed agents that will actually identify other things that are less, less sort of noticeable to people. In fact, this regulatory change is one of the things that our AI agents would have been looking for. Okay, now it pre it predated our tool going online, so we didn't see it, but it's the kind of thing that we'd be looking for. So the agents look for news, they look for changes online, and then, and then what happens is, they got brought, they get brought into a profiler. The profiler then determines the probability of or makes an estimate of the probability that this risk will occur. IE, a regulatory change will happen. IE, battery plant will come to town at a certain time. IE, a Costco facility will come in. Then we'll determine the potential magnitude. So there'll be uncertainty in the occurrence, there'll be uncertainty in the magnitude, and there'll be uncertainty in the timing. So we have basically statistical distribution functions for each one of those things, the likelihood of it happening, the magnitude and the timing. And so those are all modeled in so that people can push a button and, say, with this level of certainty your investment would be, would be worth this much. And that's dynamic. It's in real time. So it's changing constantly. It's being updated constantly. And so no so that that is something that goes in, and one of these virtual power purchase agreements would be one of the types of things that would go into this sort of investment timeline?   Trevor Freeman  34:22 Yeah, so it's giving these owners of these assets better data to make a decision about what comes next, as you said, and as we're talking I'm kind of doing the math here. If these are typically 20 year contracts, that's bringing us back to, you know, the mid, early, 2000s when we were really pushing to get off coal. So a lot of these assets probably started in and around that time. So you've probably got a whole bunch of customers, for lack of a better term, ready to start making decisions in the next you know, half a decade or so of what do I do with my. Sets. Have you seen this? Has it been used in the real world yet? Or is, are you getting close to that? Like, where are you at in development?   Dr Rupp Carriveau  35:07 Yeah, it actually started. It's funny. It started a little a little bit even before this craze. A couple years ago, we had, we had a manufacturer in our county come to us with, they had a great interest in, in just, just they were trying to be proactive about avoiding carbon tax and so, and they wanted to develop a new generation technology close to their facility. And so we used it there since that time. Yeah, so, so it was field proven that was a still a research contract, because they were the technology that they were interested in was, was, was not off the shelf. But since that time, we got a chance, because we represent Canada in the International Energy Agency, task 43 on wind energy digitalization. And so one of the mandates there was to develop a robust and transparent tools for investment decision support using digital twins. And we had a German partner in Fraunhofer Institute that had developed nice digital twin that would provide us remaining useful life values for things like blades, you know, towers, foundations, etc, and those are, again, those are all costs that just plug into our but they did. They didn't have a framework of how to work that into an investment decision other than, you know, you may have to replace this in three years. Okay, well, that's good to know, but we need the whole picture to make that decision, and that's sort of what we were trying to bring so the short answer is, yes, we're getting a lot of interest now, which is thrilling for us, but it's, I'll be honest with you, it's not, it's not simple, like, you know, I I've talked about it a bunch of times, so I'm pretty good at talking about it, but, but the doing it is still, it's computationally intensive and in the end, it's still an estimate. It's a, it's a, it's a calculated, quantified estimate, but it's an estimate. I think what we like about it is it's better than saying, Well, I have a hunch that it's going to go this way, but we could get beat by the hunches too. Yeah, totally, right. So, so, you know, I'm not trying to sell people things that, like I we have to be transparent about it. It's still probability.   Trevor Freeman  37:35 Well, I think if there's, if there's one thing that is very apparent, as we are well into this energy transition process that we talk about all the time here on the show. It's that the pace of change is is one of the things that's like no other time we are we are seeing things change, and that means both our demand is growing, our need to identify solutions is growing the way that we need to build out the grid and utilize the ers and utilize all these different solutions is growing at a rate that we haven't seen before, and therefore uncertainty goes up. And so to your point, yeah, we need help to make these decisions. We need better ways of doing it than just, as you say, having a hunch. That doesn't mean it's foolproof. It doesn't mean it's a guarantee.   Dr Rupp Carriveau  38:27 Nope, it is not a guarantee.   Trevor Freeman  38:30 Very cool. So Rupp, this is a great conversation. It's really fascinating to talk about to me, two areas of the energy sector that aren't really understood that well. I think the agriculture side of things, not a lot of people think about that as a major demand source. But also wind, I think we talk about solar a lot. It's a little bit more ubiquitous. People's neighbors have solar on their roofs. But wind is this unless you drive through Southern Ontario or other parts of the province where there's a lot of wind, you don't see it a lot. So it's fascinating to kind of help understand where these sectors are going. Is there anything else that the Institute is working on that that's worth chatting about here, or is what we've talked about, you know, kind of filling your day, in your students days?   Dr Rupp Carriveau  39:15 Well, actually there is something we haven't talked about the nuclear option. Literally, literally the nuclear literally the nuclear option. Yeah, so we've been really thrilled to have a growing relationship with Canadian Nuclear Laboratories, which is much closer to you than it is to me. And specifically in the connection of small modular reactors to meet these growing agricultural loads. So I have a science colleague at the University of Windsor, Dr drew Marquart, who was all hot and bothered about these s. Mrs. And he's like, we should drop one of these SMRs in Leamington. Then I this, this part I really enjoyed, because it's obviously so he came from Oak Ridge National Laboratories in the States, and he's and he's been at CNL as well. So he's fully indoctrinated into the nuclear space. But it just didn't occur to him that that would be provocative or controversial at all, that there wouldn't be some social he, you know, he's like, we can do the math. And I said, Oh yeah, yeah, we can do the math. But I'm like, I think you're missing something. I think you're missing something, right? So, but so it's, it's a super fascinating topic, and we're trying to connect, physically connect. So just before the weekend, I was in the turbulence and Energy Lab, and we were trying to commission what we believe is North America's first we're calling it a model synthetic, small modular reactor, synthetic being the key word, and that it's non nuclear, okay? And so it's non nuclear. What it what it is really and if I'm going to de glamorize it for a second, it's a mini steam thermal power plant, which doesn't embody every SMR design, but many SMRs are designed around this sort of where you've got a nuclear reaction that provides the heat, and then after that, it's kind of a steam thermal power plant. Our interest is in this physical little plant being connected to small electrolyzer, being connected to small thermal battery, being connected to a lab scale electric battery and being connected to a lab scale fully automated inlet, cucumber, small cucumber, greenhouse, mini cubes greenhouse, all this in our lab. The exciting thing around this is, you know, I I've said that I think nuclear technology needs to get out from behind the walls of nuclear facilities for people to start to appreciate it, and by that, to start doing that, you have to take the nuclear part out, which, to me, is not necessarily a deal breaker in terms of these dynamic issues that we want to solve. You know, because nukes have traditionally been said, Well, you know they're not that. You know, you can't just ramp them up and down, and that's true, you know, and small modular reactors are supposed to be considerably more nimble, but there's still lots of challenges that have to be solved in terms of having how it is an asset that is provides copious energy, but does so maybe not, not as dynamic, certainly, as a gas turbine. That how does it? How do you make it nimble, right? How do you partner it up with the right complimentary other grid assets to take advantage of what it does so well, which is crank out great amounts of heat and electricity so, so effortlessly, right? And so that's, that's sort of what we're trying to do, and connecting it to what we're calling atomic agriculture. I don't know that's a good name or not. I like it, but, but, but, yeah, so that that's another thing that we're that we're flirting with right now. We're working on. We've done a few. We've had a few contracts with Canadian Nuclear Laboratories to get us this far. We did everything computationally. We're continuing to do computational studies with them. They develop their own hybrid energy systems, optimizer software, HISO, which we use, and we are now trying to put it into sort of the hardware space. So again, just the idea that physically looking at the inertia of spinning up a turbine, the little gap, the little sort of steam powered turbine that we have in the lab that's run by an electric boiler. But our hope is to, ultimately, we're going to get the electric boiler to be mimicking the sort of reaction heating dynamics of a true reactor. So by, but through electrical control. So we'll imitate that by having sort of data from nuclear reactions, and then we'll sort of get an electrical signal analog so that we can do that and basically have a non nuclear model, small modular reactor in the lab.   Trevor Freeman  44:14 Very cool, very neat. Well, Rupp, this has been a great conversation. I really appreciate it. We do always end our interviews with a series of questions here, so I'm going to jump right into those. What's a book that you've read that you think everyone should read?   Dr Rupp Carriveau  44:31 I would say any of the Babysitters Club. That's as high as I get in the literary hierarchy. I'm barely literate so and I thoroughly enjoyed reading those books with my daughters that they were great. So I recommend any, any of the Babysitters Club titles. I mean that completely seriously, I that was the peak of my that are dog man, yeah,   Trevor Freeman  44:56 I'm about six months removed from what i. Was about an 18 month run where that's, that's all I read with my youngest kiddo. So they've, they've just moved on to a few other things. But yes, I've been steeped in the Babysitter's Club very recently.   Dr Rupp Carriveau  45:11 So good. So, you know, absolutely.   Trevor Freeman  45:14 So same question, but for a movie or a show, what's something that you recommend?   Dr Rupp Carriveau  45:17 Everyone thrilled with that question. If you're looking for a good, good true story. I've always been romantically obsessed with the ghost in the darkness, the true story of, I guess, a civil engineer trying to solve a problem of man eating lions and Tsavo. That's a, that's a, that's a tremendous movie with Val Kilmer and Michael Douglas. Yeah, that's good then, and I think for something a little more light hearted and fun, a big fan of the way, way back and youth and revolt, nice.   Trevor Freeman  46:03 If someone offered you a free round trip flight anywhere in the world, where would you go?   Dr Rupp Carriveau  46:05 I don't really like flying, I got to be honest. But if, if I was forced onto the plane, I think, I think I go to Japan. Nice. Have you been before? No, I haven't. I'd like to go. Okay, cool. You're not the first guest that has said that someone else was very That's understandable. Yeah, who is someone that you admire? I would say truly selfless people that help people when no one's looking and when it's not being tabulated for likes those people are who I aspire to be more like nice.   Trevor Freeman  46:47 And last question, what's something about the energy sector or its future that you're really excited about?   Dr Rupp Carriveau  46:53 I think maybe power to the people I really like, the movement of distributed energy resources. I'm sure there's a limit to it, but I think, I think if we have more responsibility for our own power production, and again, I can see there are limits where it's probably, you know, there's, there's a point where it's too much. I'm all for, for major centralized coordination and the security in the reliability that goes with that. But I think a little bit more on the distributed side would be nice, because I think people would understand energy better. They would they would own it more, and I think our grid would probably increase in its resiliency.   Trevor Freeman  47:37 Yeah, that's definitely something that no matter the topic, it seems, is a part of almost every conversation I have here on the show. It works its way in, and I think that's indicative of the fundamental role that decentralizing our energy production and storage is is already playing and is going to play in the years to come as we kind of tackle this energy transition drove this has been a really great conversation. I appreciate you taking the time to talk to us, and that's great to catch up. Great to chat with you again.   Dr Rupp Carriveau  48:11 Total privilege for me. Trevor, I really appreciate it. Outstanding job.   Trevor Freeman  48:15 Thanks for having me. Yeah, great to chat. Thanks for tuning in to another episode of the thinkenergy podcast, don't forget to subscribe. Wherever you listen to podcasts, and it would be great if you could leave us a review. It really helps to spread the word. As always, we would love to hear from you, whether it's feedback comments or an idea for a show or a guest. You can always reach us at thinkenergy@hydroottawa.com.  

Fresh sanctions are hitting Russia's energy sector, from both the European Union and the United States. The goal is to squeeze the money earned from energy imports. How will it impact Russian economy? Also, will India and China reduce their crude oil consumption? And China's economic plan - after four days of discussions at home, what priorities are being set for the rest of the decade? You can contact us on WhatsApp or send us a voicenote: +44 330 678 3033. Presenter: Leanna Byrne Producer: Victoriya Holland Editor: Stephen Ryan

The ASX 200 finished virtually flat, despite a big lift in the price of oil following US sanctions on Russia.See omnystudio.com/listener for privacy information.

Rentia van Tonder, head of power at Standard Bank CIB discusses the shifting energy space in South Africa – and Africa – and the role that private capital plays in accelerating energy liberalisation. SAfm Market Update - Podcasts and live stream

Many of you listening work in environments where change, diversity, and leadership challenges intersect. Questions often come up: How do women progress in male-dominated sectors? What practical steps can organisations take beyond advocacy? And how can young professionals carve out their place in the energy transition?In this episode of Energy Sector Heroes, I speak with Monica Collings OBE, Chair of Powerful Women and board member across several energy organisations. Monica shares her experiences of leadership, resilience, and what's still needed to create workplaces where women and minorities can thrive.Here are three actionable takeaways from our conversation:

OPINION: DOE outlook for the energy sector in 2026 | Oct. 12, 2025Subscribe to The Manila Times Channel - https://tmt.ph/YTSubscribe Visit our website at https://www.manilatimes.net Follow us: Facebook - https://tmt.ph/facebook Instagram - https://tmt.ph/instagram Twitter - https://tmt.ph/twitter DailyMotion - https://tmt.ph/dailymotion Subscribe to our Digital Edition - https://tmt.ph/digital Check out our Podcasts: Spotify - https://tmt.ph/spotify Apple Podcasts - https://tmt.ph/applepodcasts Amazon Music - https://tmt.ph/amazonmusic Deezer: https://tmt.ph/deezer Stitcher: https://tmt.ph/stitcherTune In: https://tmt.ph/tunein#TheManilaTimes#KeepUpWithTheTimes Hosted on Acast. See acast.com/privacy for more information.

This episode explores leadership and the unique challenges veterans face in the energy sector.  The Veterans in Energy initiative aims to assist veterans in finding fulfilling careers. The conversation also touches on work-life balance, community support, and the significance of engaging in hobbies and volunteer work.https://greencastleconsulting.com➡️ Instagram - https://www.instagram.com/greencastleconsulting ➡️ Facebook - https://www.facebook.com/1997GACPhiladelphia, Malvern, Pennsylvania, Delaware, New Jersey, New York, Atlantic City, Wilmington, Washington D.C.

Forget the detail of the power reforms, because we dealt with them yesterday, let's deal to the politics of it and a habit the Government has that is hurting them. There is a pattern. The pattern is the Government tells us there is something wrong, it could be banks, it could be supermarkets, it could be power, or it could be airlines. The last Government had the same issue – they took on petrol stations. Their concern is partially real. It's real because 1, there might be bits and pieces of the sector that could do with some tightening or tidying and 2, there is almost always consumer concern. The consumer angst is part of the problem, because the consumer will always see a problem whether there is one or not. That's why lazy journalists do vox pops – is butter too expensive? The answer will always be yes. Doesn't mean that's a problem a government can solve. So having stated the problem, you have then created the expectation that you will do something about it. The trouble with yesterday's power deal was the obligatory report suggested more than what actually eventuated by the time the final decisions were made. Hence the reputation, and the reputation is of a government that talks a lot, does a lot, but the “a lot” doesn't amount to much. Yesterday was your classic example: the Electricity Authority gets clearer riding instructions, big deal, the industry has the perception removed that the government don't want to get into big projects, a phone call could have done that. We are to import, in several years time, some LNG – great. Nothing wrong with any of it and it would have landed well if they hadn't given you the sense that Reform —capital letters— was on its way Personally I never thought the industry was that broken. Labour and their oil and gas debacle hobbled us for several years while we wait for the windmills – bit of coal bridges the gap. Like butter, and indeed airlines, there is generally logic as to why things are the way they are. The report fell flat not because what was in it made no sense or hurt an industry, but because it had an “is that it?” feel about it. And it had that feel about it because the Government haven't worked out the balance between hype and reality. Of their passion projects, where trouble sits, banks, airlines supermarkets, or power – name me the one that's materially different because of what they did, not what they said. Politically, that's their failing. See omnystudio.com/listener for privacy information.

Mercury Energy says the Government's new energy plan gives it confidence to keep investing in projects. It's offering Crown-controlled companies more capital to invest in generation projects, establishing a Liquefied Natural Gas import facility, and giving the Electricity Authority greater power. CEO Stew Hamilton told Mike Hosking businesses now have some form of clarity. He says it allows them to keep building at pace, adding they're on the right track, as more power projects have been delivered in the last 18 months than the past 15 years. LISTEN ABOVE See omnystudio.com/listener for privacy information.

The Government finally unveiled its plan to address issues impacting the energy sector, and it's prompted a mixed response. The country's largest power companies have responded positively, and their shares have jumped on the NZX as a result. Meanwhile, consumers and other businesses have voiced concerns this doesn't address the status quo. Consumer NZ CEO Jon Duffy has criticised this announcement - and claimed this doesn't move the country forward at all. "Let's remember - last year, one in five consumers had trouble paying their bill, 19 percent of people missed paying their bill on time, 56 percent of people are concerned about the price of energy. This does nothing to address that." EMA Head of Advocacy Alan McDonald says this announcement is 'underwhelming' - and claimed it wouldn't stop the closure of any mills. "It's too late for that, there's nothing really in there short-term that offers and kind of assistance for those people already in that spiral, they're looking at tough decisions to close or downsize." LISTEN ABOVESee omnystudio.com/listener for privacy information.

The Government's opted against a significant energy shake-up - rejecting calls to re-nationalise or split up the big gentailers. Instead, it'll offer the Crown-controlled companies more capital to invest in generation projects. Energy Minister Simon Watts explained the changes further here today. LISTEN ABOVESee omnystudio.com/listener for privacy information.

Marc Daalder, a reporter at Newsroom who covers New Zealand's energy market, joins Emile to explain what's happening in the electricity sector.

More Government cash for the three Crown-controlled gentailers. That's the biggest change to come from today's energy announcement - alongside plans for a new LNG import facility. Energy Minister Simon Watts says a report concluded sector players weren't confident they could ask the Government for money to fund new generation projects. Newstalk ZB senior political correspondent Barry Sopers says the Government rejected plenty of other ideas on the table. LISTEN ABOVESee omnystudio.com/listener for privacy information.

For many of you working in energy, the questions come up again and again: How do I move from technical roles into leadership? What skills matter most when managing people? And how do I adapt as the industry itself shifts?In this episode, I speak with Grant McKenzie, VP of Developments at Woodside Energy, about his 30-year career across different companies, countries, and disciplines. Grant shares what he's learned about decision-making, people management, and the skills younger professionals should build to thrive in today's evolving energy sector.His lessons echo what I've seen in my own leadership roles — and what employers consistently look for in their future leaders:

There's hopes that investment will flow into the energy sector once Government reforms are announced. Energy Minister Simon Watts will unveil the changes this morning, targeting issues the market hasn't been able to resolve on its own. The Government ordered the review last year after gas supply issues and soaring wholesale prices. Contact Energy CEO Mike Fuge told Mike Hosking the industry needs support for renewable investment already under way as no one wants that momentum lost. He says the most important thing for the country is continued investment. LISTEN ABOVE See omnystudio.com/listener for privacy information.

Today on Politics Wednesday, Mark Mitchell and Ginny Andersen are calling in from airports in Italy and Auckland to delve into the biggest topics of the week so far. Local body elections are looming – how can we raise the involvement rate? Plus, a raft of changes to both the earthquake-prone building system and the energy sector were announced in the last two days. LISTEN ABOVE See omnystudio.com/listener for privacy information.

The CTU's head says excessive dividends for shareholders are stopping power companies investing more in generation. The union says the partially Government-owned gentailers should re-nationalise. Energy Minister Simon Watts will make an announcement tomorrow on sector reform. Richard Wagstaff says gentailers have their priorities wrong. "Between 2016 and 2020, there's 1.2 billion in capital expenditure - that was about a fifth of the dividend payout. There's no more generated today than there was 10 years ago." LISTEN ABOVESee omnystudio.com/listener for privacy information.

The government is expected to make a major announcement on the energy sector next week. This announcement comes as more and more Kiwis are calling for reform. Senior political correspondent Azaria Howell told Ryan Bridge that, according to a survey on energy reform, 62% of respondents support the government underwriting the cost of new electricity generation. 49% of respondents also said that they would be in favour of separating electricity generation and retail. LISTEN ABOVESee omnystudio.com/listener for privacy information.

A generation ago, gas was fighting for its life. Now, it’s an essential part of keeping the lights on. But do we have enough? And will it hamper the net zero transition? View an edited transcript of this episode, plus photos and videos and additional reporting on the website or on The Australian’s app. This episode of The Front is presented by Claire Harvey, produced by Kristen Amiet and edited by Joshua Burton. Our team includes Lia Tsamoglou, Tiffany Dimmack, Stephanie Coombes and Jasper Leak, who also composed our music. See omnystudio.com/listener for privacy information.

Finding a role in today's energy and technology job market isn't straightforward. Graduates face shifting expectations, AI is changing traditional entry-level roles, and career paths often look more like spaghetti than a straight ladder. In this episode of Energy Sector Heroes, I sit down with Will Whitehorn OBE, Chancellor of Edinburgh Napier University and former Virgin Group executive, to talk about what this means for anyone trying to build a career in energy, technology, or beyond.We cover the reality of graduate employment, why AI is both a disruptor and an opportunity, and how careers often unfold in unexpected but rewarding ways.✨ Three Takeaways You Can Apply Today·

The energy transition brings both opportunity and challenge. Whether you're a graduate just entering the sector, an innovator trying to scale, or an established professional navigating change, the path forward isn't always clear. In this episode of Energy Sector Heroes, I speak with Richard Halsey, Innovation Director at the National Energy Systems Catapult, about how businesses, graduates, and innovators can find their place in shaping the energy system of the future.We discuss how startups and established companies alike can drive progress, what it really takes to bring new energy products to market, and why building diverse skills and collaborations is essential for success.✨ Three Takeaways You Can Apply Today·

IS IRAN'S "RING OF FIRE" STRATEGY BURNING BRIGHT — OR BURNING OUT?HEADLINE 1: Israel launched a satellite into space.HEADLINE 2: Apparently, Tehran had increased its stockpile of enriched uranium in the weeks before Israel launched its first preemptive strike on the program in June.HEADLINE 3: The Shin Bet thwarted a plot to assassinate Israeli National Security Minister Itamar Ben Gvir.--FDD Executive Director Jon Schanzer provides timely situational updates and analysis, followed by a conversation with Emily Schrader, an Israeli journalist, author, and activist who serves as a news anchor at ILTV News Israel.--Featured FDD Articles:"Turkey's Quiet Relationship with ISIS" — Sinan Ciddi in The Jerusalem Strategic Tribune"Xi's military parade showed just how dangerous China has become" — Bradley Bowman in The New York Post"10 Takeaways From Simulated Attacks on Taiwan's Energy Sector" — RADM (Ret.) Mark Montgomery, Craig Singleton, Johanna Yang, and Jack Burnham, FDD Insight

Rob Thummel, senior portfolio manager at Tortoise Capital — manager of the firm's energy infrastructure funds as well as its new AI Infrastructure ETF — says that in a three-decade career, he has never seen a better time to be looking at the energy sector, thanks to being the world's largest energy producer with opportunities to remain the global leader, but also due to the power needs created by artificial intelligence. He says "Electricity is the new oil," driving the economy forward the way oil companies used to. Thummel notes in his Market Call interview that he has now seen some Bitcoin mining companies morph into data centers, largely because the megatech companies are paying to get access to the power supply that the crypto mining companies have developed. Lester Jones, chief economist for the National Beer Wholesalers Association, discusses the latest "Beer Purchasers Index," a forward-looking measure of economic activity that he says has reached the lowest point in its 10-year-plus history, indicative of a "beer recession," with less orders, declining sales and other economic indicators showing an alarming down cycle for the industry that could be a bad sign for the broader economy. In the Big Interview, Rick Pitcairn, chief global strategist at Pitcairn — a firm that works with ultra high net worth families managing money over lifetimes — discusses the importance of not allowing today's bumps and headlines become something bigger in a portfolio. It eliminates "the execution risk of timing," and allows the market to turn a steady return in the high single digits" to become "a super wealth accumulator." As a result, he's fully diversified, and suggesting investors lean into international stocks and bonds, hard assets and more now.

Is red tape disincentivizing investment in Canadian energy? Heather Exner-Pirot on the mega-projects Ottawa must build to stimulate economic growth.

In this episode, I spoke with Charles Hendry, former UK Minister of Energy and visiting professor at Edinburgh University, about what the energy transition really means for professionals, graduates, and businesses alike.If you've been feeling uncertain about your future in the sector—especially if you're based in Aberdeen or just starting out—this conversation is worth your time. Charles shared why the North Sea still matters, what kinds of roles will emerge from carbon capture and decommissioning, and how graduates can position themselves for long-term success in a changing energy economy.

Today's Post - https://bahnsen.co/4mqPbFc Dividend Cafe: Market Updates, Fed Insights, and Public Policy Developments In this Monday edition of the Dividend Cafe, David Bahnsen covers a range of topics including market performance, recent movements by the Federal Reserve, and significant public policy announcements. The DOW and other major indices experienced declines after a notable rally on Friday following Chairman Powell's speech at Jackson Hole. Public policy highlights include the U.S. government's equity interest in Intel and plans for future investments, as well as new tariffs on imported furniture. The housing market shows signs of trouble with declining permits and new home sales. The episode discusses the potential implications of Fed Governor Lisa Cook's investigation and offers insights into crude oil prices and midstream energy sectors. Finally, it reiterates the resilience of dividend growth investing amidst economic and policy uncertainties and previews Nvidia's forthcoming earnings report. 00:00 Introduction to the Monday Edition 00:20 Market Recap: A Look at Recent Trends 03:02 Public Policy Updates and Government Actions 06:00 Housing Market Insights 08:17 Federal Reserve and Economic Policies 11:08 Energy Sector and Investment Strategies 13:30 Conclusion and Upcoming Highlights Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Many of my listeners are passionate about real-world impact — not just in decarbonisation, but in delivering real, tangible transformation to underserved communities. In this week's episode, I speak with Safiya Aliyu, General Manager at Susei Renewable Energies and Country Director of the Mata Ariwan Susei Initiative. Her journey is a powerful reminder that energy access isn't just about infrastructure — it's about dignity, opportunity, and long-term economic growth.We explore what it takes to electrify remote Nigerian villages, the real cost of raising funds, and how community ownership transforms energy projects into vehicles for sustainable livelihoods. Safiya also opens up about the personal sacrifices, systemic hurdles, and quiet resilience that fuel her mission.

A relative valuation model is a financial tool that helps investors assess a company's worth by providing a clearer picture of whether a stock may be fairly priced within its industry. Today's Stocks & Topics: J - Jacobs Solutions Inc., Market Wrap, Interest Rates, How Investors Compare Companies to Find True Value, AZO - AutoZone Inc., Energy Sector, PSC - Principal U.S. Small-Cap ETF, RNMBY - Rheinmetall AG ADR, Private Equity.Our Sponsors:* Check out Avocado Green Mattress: https://avocadogreenmattress.com* Check out Mint Mobile: https://mintmobile.com/INVESTTALK* Check out Progressive: https://www.progressive.comAdvertising Inquiries: https://redcircle.com/brands

After a two-to-three-year hiatus following the pandemic, Chinese money is once again flowing into the African energy sector. Billions of dollars in new investment and construction contracts for power facilities were registered in the first half of the year, particularly in Nigeria, according to new data published by Griffiths University in Australia and the Green Finance and Development Center in Beijing. These new contracts and investments will bolster China's already formidable presence in the continent's energy market, where Chinese-backed projects account for approximately 23 GW of installed generation capacity across at least 27 countries in Sub-Saharan Africa – nearly 20 percent of the region's total. Naa Adjekai Adjei, CGSP's non-resident fellow for Africa, is examining the operational aspects of Chinese-backed power projects in Africa for a new bi-weekly series that encompasses everything from project pitching to financing and construction. Adjekai joins Eric & Cobus to explain why China's role in African energy development remains poorly understood despite its sizable presence. SHOW NOTES: The China-Global South Project: Motives That Matter: The Economic and Strategic Logic Behind China's Power Sector Engagement in Africa by Naa Adjekai Adjei The China-Global South Project: Inside China's Power Play: Understanding the Institutions Behind Africa's Energy Projects by Naa Adjekai Adjei The Conversation: How to negotiate infrastructure deals with China: four things African governments need to get right by Folashadé Soulé JOIN THE DISCUSSION: X: @ChinaGSProject | @eric_olander  Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social FOLLOW CGSP IN FRENCH AND ARABIC: Français: www.projetafriquechine.com | @AfrikChine Arabic: عربي: www.alsin-alsharqalawsat.com | @SinSharqAwsat JOIN US ON PATREON! Become a CGSP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CGSP Podcast mug! www.patreon.com/chinaglobalsouth

My guest today is Zach Dell. Zach is the co-founder and CEO of Base Power Company. Base is a modern power company building a reliable and affordable home energy service powered by distributed batteries. We explore one of the most underappreciated machines in our world: the electrical grid. Zach walks us through the complex world of electricity infrastructure and explains why the 100-year-old grid is woefully unprepared for the explosion in demand coming from AI, electric vehicles, and industrial electrification. Base's approach involves creating a distributed network of home batteries that provide backup power to customers while serving as grid resources, elegantly solving infrastructure bottlenecks that plague traditional utility-scale projects. We discuss energy as the fundamental enabler of human progress, scaling distributed energy assets, and the vertical integration strategy driving Base's unit economics. Please enjoy my conversation with Zach Dell.  For the full show notes, transcript, and links to mentioned content, check out the episode page⁠⁠⁠⁠ ⁠⁠⁠⁠⁠here⁠.⁠⁠⁠⁠⁠⁠⁠⁠ ----- 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 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. Head to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ridgelineapps.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to learn more about the platform. – This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠Arcana⁠⁠⁠. Arcana is the world's most advanced portfolio intelligence platform, trusted by institutional investors managing trillions in AUM — including market neutral, long-short, long-only, and capital allocators. Arcana enables portfolio managers, risk teams, analysts, and CIOs to drill into exposures and idio, construct optimal portfolios, and decompose performance at incredible granularity. Visit⁠⁠ ⁠arcana.io⁠⁠⁠ to request a demo and learn more. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠). Show Notes: (00:00:00) Introduction and Show Overview (00:05:06) Understanding the Electrical Grid (00:09:10) The History and Evolution of the Grid (00:09:51) Regulation and Deregulation in the Energy Sector (00:18:25) The Importance of Energy in Human Progress (00:28:41) Base's Innovative Energy Solutions (00:38:25) Economic and Operational Insights of Base (00:44:31) Understanding Electricity Market Variability (00:45:01) The Boom and Bust of Battery Economics (00:48:43) Battery Technology and Chemistry (00:50:56) Global Battery Manufacturing Landscape (00:54:06) Capital Markets and Financing Strategies (00:59:56) Vision for the Future of Energy Technology (01:02:30) Personal Journey and Entrepreneurial Insights (01:09:48) Lessons from Influential Leaders (01:16:52) The Kindest Thing Anyone Has Done For Zach

Mike Silvestrini is a seasoned renewable energy professional with a longstanding commitment to environmental sustainability. He has played a central role in developing over 500 solar projects across the United States, Brazil, and Africa—contributing meaningfully to the global transition to clean energy.Prior to Energea, Mike co-founded and served as CEO of Greenskies Renewable Energy LLC. What began with a desk in a basement and a $25,000 check grew into one of the country's largest commercial and industrial solar firms before his exit in 2016.As Co-Founder and Managing Partner at Energea, Mike draws on his deep industry experience to expand access to renewable energy investments worldwide. His proven leadership and focus on sustainable infrastructure position him as a key voice in the fight against climate change.Outside of Energea, Mike serves on the board of the Big Life Foundation, which protects 1.6 million acres of wilderness in East Africa. His work supports community-based conservation and initiatives that preserve biodiversity through sustainable practices.

The government argues that restoring state control protects Mexico's resources from foreign exploitation and ensures that profits benefit Mexican citizens. However, removing competition and transparency lead to inefficiencies, increased costs, and an unreliable energy supply.Original article: https://mises.org/power-market/mexicos-energy-sector-goes-backward