Podcasts about Energy security

Asia infrastructure investing is becoming central to the global energy transition as rising demand, energy security concerns, and the need for more resilient systems accelerate capital deployment across the region. In Southeast Asia, the opportunity is not only about replacing old systems, but building new infrastructure at scale for a growing economy.In this episode of The Bid, host Oscar Pulido speaks live from Ecosperity in Singapore with Salim Samaha, Global Head of Energy at Global Infrastructure Partners, a part of BlackRock, and Heidi Yip, Head of Sustainable and Transition Solutions for Asia Pacific at BlackRock. Together, they discuss how the infrastructure opportunity is evolving globally, why Asia's transition differs from Western markets, and where investors are seeing momentum across renewables, grids, storage, and system flexibility. Key insights include:· How Asia's infrastructure build-out differs from Western markets· Why energy security is becoming inseparable from the energy transition· Where capital is flowing across renewables, grids, storage, and interconnection· How public-private partnerships can help mobilize transition finance· Why execution bottlenecks, permitting, and offtake frameworks remain critical· Where AI, innovation, and rising demand may reshape future infrastructure needsKey moments:00:00 Asia Infrastructure Boom01:06 Live From EcoSperity03:16 Energy Transition Now04:20 Southeast Asia Grid Challenge06:43 West vs Asia Reality Check08:58 How APAC Investors Deploy Capital11:26 Scaling Projects and Labor Crunch13:17 Where Capital Flows and Bottlenecks15:13 Five Year Outlook and Innovation17:23 Wrap Up and Disclosures

Japanese Prime Minister Sanae Takaichi plans to propose three principles on energy security at the upcoming Group of Seven summit in France, which opens Monday, informed sources said Thursday.

Get in touch - leave me a messageNo one wants to ship water around the world. That one line says a lot about the next phase of energy storage.In this episode of Climate Confident, I'm joined by Min Tang, Director of International Business at Rongke Power, one of the world's leading vanadium flow battery companies. We get into why long-duration storage is moving from climate tech side-story to core grid infrastructure, and why that matters for decarbonisation, energy transition planning, net zero delivery, emissions reduction, and policy.You'll hear why vanadium flow batteries are not trying to replace lithium-ion batteries, and why that matters. Different problem. Different tool. Min explains how flow batteries can run for more than 20,000 cycles, retain capacity over decades, and support grid-scale black start, the kind of resilience that becomes rather important when grids are asked to absorb more renewables, power more electrification, and stay upright while demand from industry and AI data centres grows.We dig into the economics too: why storage duration changes cost, how electrolyte leasing can cut upfront CapEx, and why local supply chains could become a major strategic advantage. You might be shocked to learn that localisation is baked into this technology because the electrolyte is mostly water. Glamorous? No. Important? Absolutely.

Global conflicts are revealing vulnerabilities in the global reliance on imported fossil fuels and centralized power.  Energy Analyst Kyle Datta says energy security needs may speed the adoption of renewables and “as a side effect,” reduce the rise of global warming. For Datta's full speech, which he presented with videos at the 2026 Gold Lab … Continue reading "Kyle Datta – Energy Security, War & Renewable Energy"

In his new book, Resources, Power, and Nation Building: Afghanistan and the Promise of Minerals, Dr. Haroon Hakimi analyzes how critical and strategic minerals can either underpin nation building efforts or intensify conflicts. Drawing on his doctoral research at the Institute of World Politics, this lecture examines lessons from U.S. nation building, China's resource strategy, and the emerging global competition over critical minerals that is reshaping power in the 21st century. Dr. Haroon Hakimi is an academic practitioner with more than fifteen years of experience across media, public policy, research, teaching, and diplomacy. His career bridges government service and scholarly research, focusing on the connections between energy and mineral security, national resilience, and international stability. A former diplomat and senior government official, Dr. Hakimi, has advised on foreign affairs, resource policy, and strategic communications at the national and international levels. He has served as Deputy Minister of Information, Culture, Youth and Tourism of Afghanistan, and Head of Chancery and Latin America Affairs at the Embassy of Afghanistan in Washington, D.C. Currently, Dr. Hakimi leads the Energy Security and Minerals Program at the America–Eurasia Center and serves as a Research Analyst at the Global Policy Institute, focusing on the evolving role of critical and rare earth minerals in the global energy transition. His research explores how energy resources shape national policy design and the architecture of state-building in post-conflict and emerging economies. **Learn more about IWP graduate programs: https://www.iwp.edu/academics/graduate-degree-programs/ ***Make a gift to IWP: https://wl.donorperfect.net/weblink/WebLink.aspx?name=E231090&id=3

Dr. Beatriz Canamary stopped by the Energy News Beat podcast, and we had a great discussion about energy, exports, and our maritime industry, including shipbuilding and the Jones Act. I am going to just be brutally honest for a moment, and say that I have been for totally repealing the Jones Act for years. After my discussion with Dr. Canamery, my opinion has shifted toward more of a "let's get the problem solved and leave the Jones Act in place long-term" stance. But we need a plan to get to a balance. Dr. Canamary has a new book coming out, and we will be getting an interview lined up. Connect with Beatriz on her LinkedIn here: https://www.linkedin.com/in/beatrizcanamary/1. U.S. Maritime Industry RevitalizationThe core focus is rebuilding America's shipbuilding capacity. The U.S. currently represents only 0.4% of global ship production (down from over 50% post-WWII), while China dominates with 60% and South Korea adds another 20%. The discussion emphasizes the need for strategic investment in shipyards, workforce development, and creating predictable cargo demand to justify shipbuilding expansion.2. Energy Security & Dominance Through MaritimeEnergy exports (oil and LNG) are central to U.S. dominance, but they're currently transported on international vessels rather than U.S.-flagged ships. The podcast explores how securing cargo on American vessels strengthens both energy security and the maritime industry. The Strait of Hormuz crisis is cited as a wake-up call about supply chain vulnerabilities.3. Global Choke Points & Geopolitical RisksEight major maritime choke points (Strait of Hormuz, Red Sea/Houthis, Strait of Malacca, etc.) are contested and sometimes weaponized. Insurance companies can effectively shut down shipping by canceling coverage, as Lloyd's of London did during the Iran strike. The discussion highlights the need for U.S. insurance alternatives and control over critical passages.4. Nuclear Technology in MaritimeNuclear propulsion for ships and floating nuclear power plants are presented as innovation differentiators for the U.S. The ABS (American Bureau of Shipping) has frameworks for approving nuclear projects, and companies like Nano Nuclear are developing micro-reactors designed for maritime use. Nuclear is positioned as cleaner than traditional fuel oil and a competitive advantage.5. Autonomous & Advanced Maritime TechnologyA new IMO (International Maritime Organization) framework for autonomous commercial ships was recently approved, with a mandatory code coming in 2032. The U.S. is positioned to compete through innovation in automation, AI, and autonomous vessels rather than on cost—since labor-intensive competition with China/Korea is unwinnable.6. Maritime Prosperity ZonesThe U.S. should develop regional maritime clusters (similar to Europe's model) with specialized capabilities—some regions for tankers, others for icebreakers, etc. The American Maritime Industrial Coalition is mapping supply chains and regional expertise to accelerate production.7. Trade Agreements & Bilateral PartnershipsStrategic trade agreements with U.S. allies can secure cargo flows through American ports on U.S.-flagged vessels, creating demand signals for shipbuilding without direct government subsidies. This creates a win-win for allies seeking energy independence.8. The Ships for America ActA bipartisan bill with 126+ seats of support, expected to pass by year-end. It includes tax incentives and supports the broader maritime revitalization strategy outlined in the National Security Strategy and Maritime Action Plan.9. Geopolitical Shifts & New Trading BlocsThe podcast discusses emerging energy-based trading blocs, China's port dominance (129 ports globally), and concerns about China's influence in South America (Peru, Brazil). It also touches on the Monroe Doctrine and regional security in the Western Hemisphere.10. Ports as Strategic InfrastructureDr. Canamari's forthcoming book explores ports as intelligence hubs, infrastructure assets, and strategic military/trade assets. The discussion covers climate resilience, digital twins, automation, and how ports are increasingly weaponized in global trade wars.This is a comprehensive discussion of how maritime infrastructure, energy, innovation, and geopolitics intersect to shape U.S. competitiveness and national security.Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

Stephen Grootes speaks to Eskom’s Group Executive for Renewables, Rivoningo Mnisi, about the launch of Eskom Green, the utility’s plan to scale renewable energy capacity to 32GW by 2040, how it aims to partner with private developers rather than crowd them out, and what this shift means for South Africa’s energy security and transition away from loadshedding. 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.

The revelation of hidden correspondence shared between major NZ polluters and a private email account of someone working in the Prime Minister's Office has sparked a spiralling scandal.  Why were the emails not revealed when any such correspondence had been specifically requested if it existed?  Were key law changes made specifically to end a high-profile court case against these polluters?  How could the government's failure to provide such emails not be in breach of fundamental transparency rules? And what else might be hidden?  The Greens are now asking the Ombudsman to expand his investigation into the emails to use the full breadth of the powers availableto him to determine what has gone down. And this week the government walked back their plan to fund an import terminal for Liquid Natural Gas with a levy, or tax, on Kiwis' energy bills. While the policy is still going forward, how it will be funded remains an open question. And following the energy shock caused by the US war with Iran, the Greens highlighted their support for Rewiring Aotearoa's Ratepayers' Assistance Scheme to provide cheap loans for installing home solar systems, which they say would make widespread solar uptake accessible to more kiwi's, lowering energy bills and increasing energy security. So for our weekly catch-up with the Green Party, Host Manny spoke with MP Ricardo Menéndez March about the ongoing scandal over the government's missing emails and energy policy.  

Smart homes are quickly becoming the new standard in South Africa, with energy security, smart monitoring, and advanced safety features leading buyer demand. Africa Melane speaks to Quewen Webb, divisional manager at Smarthomes, about what’s driving the shift and what buyers are now prioritising in the property market Early Breakfast with Africa Melane is 702’s and CapeTalk’s early morning talk show. Experienced broadcaster Africa Melane brings you the early morning news, sports, business, and interviews politicians and analysts to help make sense of the world. He also enjoys chatting to guests in the lifestyle sphere and the Arts. All the interviews are podcasted for you to catch-up and listen. Thank you for listening to this podcast from Early Breakfast with Africa Melane For more about the show click https://buff.ly/XHry7eQ and find all the catch-up podcasts here https://buff.ly/XJ10LBU Listen live on weekdays between 04:00 and 06:00 (SA Time) to the Early Breakfast with Africa Melane broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3N Subscribe to the 702 and CapeTalk daily and weekly newsletters https://buff.ly/v5mfetc 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/Radio702 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/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

In this episode of the Energy Vista Podcast, Leslie Palti-Guzman sits down with energy scholar and foreign policy expert Brenda Shaffer to discuss the energy policy implications of the Iran crisis and disruptions in the Strait of Hormuz.Brenda argues that policymakers continue to draw the wrong lessons from energy crises. The conversation explores whether some climate policies have weakened energy security. Leslie and Brenda exchange on the role of natural gas in modern economies, Europe's energy challenges, Africa's missed energy investment opportunities, China's growing influence over clean-energy supply chains, and the future of electrification.Listen & Subscribe

The National Security Hour with Brandon Weichert – Yon emphasized the strategic importance of maritime chokepoints such as the Danish Strait, the Strait of Hormuz, the Panama Canal, the Suez Canal, and the Strait of Malacca. These locations are not obscure geographic trivia; they are the pressure valves of the international system. If even one is blocked or militarized, the economic...

The National Security Hour with Brandon Weichert – Yon emphasized the strategic importance of maritime chokepoints such as the Danish Strait, the Strait of Hormuz, the Panama Canal, the Suez Canal, and the Strait of Malacca. These locations are not obscure geographic trivia; they are the pressure valves of the international system. If even one is blocked or militarized, the economic...

Europe's renewed exposure to geopolitical instability has underscored the urgency of reducing its dependence on imported fossil fuels. Ensuring a resilient, sustainable and secure energy supply is now a central pillar of the EU's economic and strategic agenda. In this context, green molecules have been highlighted as one of the key enablers of greater energy autonomy and competitiveness.To support these goals, the European Commission has proposed the Industrial Accelerator Act, which aims to expand resilient and decarbonised industrial production within the EU. Many stakeholders note, however, that success will depend on whether Europe can overcome the cost and infrastructure barriers associated with scaling new technologies while ensuring a predictable investment environment.Listen to this Euractiv Hybrid Conference to explore how green molecules can reinforce Europe's energy security, improve cost competitiveness and support the creation of strategic European value chains. Questions to be addressed include:• How can green molecules be integrated efficiently into existing infrastructure to boost Europe's industrial competitiveness?• What policies and infrastructure are needed to scale up green molecules as part of Europe's energy security strategy?• How can the Industrial Accelerator Act help build resilient European supply chains while keeping costs under control?• What regulatory levers are required to create EU-led markets for green molecules and strengthen Europe's strategic autonomy?

Today we had the pleasure of hosting Steven Kobos, President and CEO of Excelerate Energy. Steven has served as President and CEO since 2018 and previously spent 11 years as a member of the company's Board of Directors and corporate counsel. Throughout his career, he has worked across global energy markets, including Kuwait, Bangladesh, Pakistan, Argentina, Brazil, Finland, Germany, and the Middle East. Excelerate is a global leader in flexible LNG infrastructure solutions, focused on expanding access to reliable, affordable, and secure natural gas. The company operates one of the world's largest fleets of Floating Storage and Regasification Units (FSRUs) and provides integrated LNG solutions spanning the entire value chain. We were thrilled to hear Steven's perspective on the evolving and increasingly complex global energy landscape. In our conversation, we explore the evolution of the global LNG market, the impact of U.S. shale on Excelerate's business model, and why the company has increasingly focused on integrated LNG and infrastructure solutions rather than simply providing floating regasification assets. We discuss the growing importance of energy security following recent geopolitical disruptions, including tensions surrounding the Strait of Hormuz and Steven's recent visit to the region, and the role LNG continues to play in supporting power generation, industrial growth, and economic development around the world. Steven walks us through Excelerate's newest FSRU, the Acadia, the company's expanding opportunities in Iraq, and how LNG imports are helping address power shortages and energy deficits across emerging markets. We discuss the future growth of global LNG demand, the increasing shift toward long-term supply contracts, the advantages of floating infrastructure versus traditional onshore facilities, and Excelerate's strategy of combining LNG supply with downstream infrastructure to open new markets. We also cover Argentina's Vaca Muerta opportunity, Brazil's hydro-backed power system, Finland's experience with energy security following disruptions to regional gas infrastructure, the growing role of U.S. LNG exports, and the support provided by the Trump Administration to promote American energy abroad. Steven shares several personal anecdotes, including helping launch LNG imports into Kuwait, opening new LNG markets across South Asia, visiting customers throughout the Gulf during the recent conflict, and witnessing firsthand how access to reliable energy can transform communities and economies. We covered a great deal and appreciate Steven for sharing his time and insights. Mike Bradley started the show by noting that markets continue to be driven almost entirely by on-and-off developments in the Middle East. Market sentiment last week was dominated by optimism that Iran and the U.S. were moving toward a Strait of Hormuz resolution, but this week has started with growing concern that a resolution may not be just around the corner. On the bond market front, the 10-year bond yield was trading at ~4.5% (up 6-7bps), driven by an Iranian resolution being pushed further to the right and constructive economic data. He noted that the May ISM Manufacturing report showed that U.S. manufacturing expanded at its fastest pace in four years. On the crude oil market front, WTI prices spiked ~$6/bbl (to $93/bbl) on concerns that an Iranian resolution could be delayed. The Strait of Hormuz needs to reopen quickly or risk global oil prices moving substantially higher, as oil markets enter the higher-demand summer months with critically low inventory levels. From an energy equity perspective, the Energy sector was up ~2% so far this week after a 5% pullback last week. On the broader equity market front, markets were modestly weaker as investors appeared unprepared for the prospect of an Iranian resolution being pushed further into the future. He ended by highlighting two IPOs scheduled to price over the next two weeks. Equity investors are most excited about the SpaceX IPO (expected to price next week at a ~$2T valuation). He also highlighted INNIO Holdings, a gas power system manufacturer that is expected to price later this week (raising ~$2B at a ~$20B valuation), which should provide a good read on how bullish sentiment remains across the engine manufacturing and distributed generation segments. Mark Castiglione added his questions and perspective to the discussion as well. 

What practical steps can Aotearoa New Zealand take to strengthen its energy security while creating jobs and reducing environmental impacts?  In this episode of Scigest, host and scientist Darryl Herron talks with Paul Bennett, Integrated Bioenergy Portfolio Lead at the Bioeconomy Science Institute Maiangi Taiao, about the opportunities for locally produced bioenergy and biofuels. Drawing on New Zealand's existing woody biomass resources, the team is exploring how scalable bioenergy solutions could help reduce the country's long-term fuel insecurity, support regional economic growth, and contribute to a more sustainable future.  Tune in to learn how science is helping unlock New Zealand's bioeconomy potential and what it could mean for our energy future. To view our full catalogue of podcasts including extra links on some podcasts please go to our Scigest pages: www.plantandfood.com/scigest

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: Story 1: India's New Energy Security Dilemma We will look into how India is balancing two parallel energy strategies — rapidly expanding renewable energy while also investing heavily in oil refineries. The story explores how energy security is changing in an electrifying world, the challenges of financing clean energy, and why fossil fuels still remain important despite the green transition. Story 2: India's Missing Poor We will talk about the challenge of measuring poverty in India after a decade-long gap in official consumption data. The story examines new research that attempts to reconstruct poverty trends, reveals a slowdown in poverty reduction, and highlights why reliable statistics are crucial for policymaking and economic planning. Timestamps 00:00   Intro 00:36   India's Energy Balancing Act 12:06   Did Poverty Really Fall? 21:36   Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Jay sits down with Peter Alexander, founder and managing director of Z-Ben Advisors, for a wide-ranging conversation on China's real position in the global economy. Peter has lived in Shanghai for nearly 30 years, and brings his unique perspective from inside the country on many topics including: China's political system, manufacturing dominance, Belt and Road strategy and gold. They also discuss why Western narratives on China often miss the deeper story, how China is building long-term leverage, and what this means for investors watching the next phase of U.S.-China competition. Peter's Links: https://z-ben.com/ https://substack.com/@plalexander How Did We Get Here? Deconstructing the 30-year path of Chinese and American rivalry and its consequential, adverse effects on the International Rules-Based Order https://z-ben.com/edm/Public/file/Z-Ben%20Advisors%20-%20How%20Did%20We%20Get%20Here%20-%20January%202026.pdf Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: https://linkly.link/26yH8 Sign up for my free weekly newsletter at https://2ly.link/211gx Be part of our online investment community: https://cambridgehouse.com https://twitter.com/JayMartinBC https://www.instagram.com/jaymartinbc https://www.facebook.com/TheJayMartinShow https://www.linkedin.com/company/cambridge-house-international 0:00 Introduction 2:50 Peter Alexander's View From Inside China 4:03 Is China Communist, Capitalist, or Something Else? 10:01 Xi Jinping's 2012 Inflection Point 18:45 China's Property Boom, Ghost Cities, and Quality Growth 22:13 Demographics, Robotics, and the Future of Chinese Labor 29:55 BYD, Tesla, and the “Catfish Effect” 37:31 Why Reshoring China's Supply Chain Is So Difficult 38:43 China's Manufacturing Moats: Energy and Distribution 45:37 The Real Purpose of Belt and Road 53:48 Dollarization, CIPS, and China's Gold Strategy 1:02:41 How the Shanghai Gold Exchange Works 1:05:03 The U.S. Dollar, Treasuries, and Empire Risk 1:12:42 Swap Lines, Liquidity, and Treasury Market Pressure 1:18:17 Strait of Hormuz and China's Energy Position 1:27:01 Japan, Energy Security, and Regional Pressure 1:28:44 Is U.S.-China Conflict Inevitable? 1:36:17 Taiwan, Decoupling, and the Limits of War 1:43:00 Where China's Growth Is Happening Now 1:44:01 China's Infrastructure, EVs, and State Capitalism Copyright © 2026 Cambridge House International Inc. All rights reserved.

Todd Royal, Author, BP Capital Advisors, stops by the Energy News Beat PodcastTodd Royal is an author, a true Nuclear expert, and a great friend of the Energy News Beat Podcast. I had an absolute blast visiting with Todd, and we covered a lot of great topics. Being in the rapital raising business for nuclear is an outstanding part of our Energy Dominance requirements. We need modular nuclear, mines, and critical minerals.Todd is an outstanding energy resource and industry leader. I recommend connecting with him https://www.linkedin.com/in/172466/1. Nuclear Power as the Solution to Energy DemandThe hosts emphasize nuclear energy as the most viable solution to meet growing electricity demands, particularly for AI data centers. They highlight nuclear's exceptional capacity factor (95%+), reliability, and ability to run continuously—far superior to renewables. The discussion includes the reopening of Three Mile Island and the potential to restart 20 of the 94 U.S. reactors.2. AI Data Centers and Power RequirementsA significant focus on the massive electricity demands of AI data centers and the challenges they create. The conversation explores the tension between needing this infrastructure and concerns about farmland usage, grid strain, and rising electricity costs. They discuss potential solutions like revenue-sharing models similar to oil royalties.3. Climate Policy and “Climate Orthodoxy”The speakers critique what they call “climate orthodoxy”—the ideological push for renewables and net-zero policies that they argue have harmed economies. They discuss how Democratic-led states have higher electricity costs (38% higher) and how climate policies have destroyed economies in Europe, California, and other regions.4. Renewables vs. Nuclear EconomicsA detailed comparison of levelized costs of electricity (LCOE) and total cost of electricity, arguing that renewables require expensive backup systems and storage. They propose that $10 trillion spent on wind and solar could have built 2,000 nuclear reactors instead, providing clean, reliable baseload power.5. Energy Security and GeopoliticsDiscussion of global energy security, including LNG exports, the Strait of Hormuz, and Europe's energy crisis. They argue that energy dominance and security should start at home through reliable domestic power generation.6. Regulatory and Political BarriersThe hosts contend that the real obstacles to nuclear expansion aren't technical or financial, but political—including the NRC's historical anti-nuclear stance, environmental regulations, and permitting delays that make projects expensive and slow.7. Climate Science SkepticismThey challenge mainstream climate narratives, citing scientists like Roger Pielke Jr. and Judith Curry, and reference the UN's recent acknowledgment that climate change may not be as catastrophic as previously claimed. They discuss data manipulation allegations and the RCP 8.5 climate model controversy.8. Economic Impact of Energy PolicyThe conversation ties energy costs to broader economic issues like inflation, housing shortages, and manufacturing costs. They argue that cheap, abundant nuclear power could reduce inflation and boost economic growth.9. Data Center Backlash and OppositionDiscussion of organized opposition to data centers funded by billionaires and NGOs, which has halted $152 billion in economic activity. They explore the need for better communication and compromise between tech companies and local communities.10. Policy SolutionsRecommendations include passing the SAVE Act, implementing revenue-sharing agreements for data centers, building power plants dedicated to data centers, and reforming carbon markets and subsidies.The podcast presents a pro-nuclear, skeptical-of-renewables perspective on energy policy and its economic implications.Thank you, Todd, for your great industry leadership.We have some great interviews lined up next week.Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

Rory Johnston welcomes legendary energy analyst Bob McNally to Oil Ground Up for a sweeping conversation on the Strait of Hormuz crisis, global oil supply disruptions, and the fragile state of today's energy markets. Bob reflects on decades of experience spanning the White House, hedge funds, and energy consulting while explaining why the closure of Hormuz represents a historic shift in how the world must think about oil security and geopolitical risk. The discussion dives deep into Iran's leverage over global energy flows, the growing disconnect between physical oil fundamentals and financial markets, and why many traders may still be underestimating the long-term consequences of this disruption. Rory and Bob also explore what reopening Hormuz could realistically look like, why inventories and shipping flows remain critical, and how this crisis may permanently reshape investment in global hydrocarbons. From oil demand destruction and rising geopolitical premiums to the future of North American energy dominance, this episode offers one of the most comprehensive macro discussions yet on the evolving global energy landscape.

What's behind the growing challenges facing young job seekers, and could global oil disruptions add further pressure to the economy? As youth unemployment remains stubbornly high, questions are building about what is driving the slowdown in hiring and what it means for those entering the workforce. We examine the factors shaping the job market for young people, from business conditions to structural barriers, and what might change in the months ahead. Dan Kelly, CEO of the Canadian Federation of Independent Business, and Ilona Dougherty, managing director of the Youth and Innovation Project at the University of Waterloo, break down the trends and possible paths forward. We then turn to global energy markets. After major disruptions to shipping through the Strait of Hormuz linked to the Iran war, what risks do shifting oil flows pose for prices and economic stability? Rory Johnston, oil market researcher and founder of the Commodity Context newsletter, explains what has changed, what remains uncertain, and how these developments could ripple beyond the energy sector.See omnystudio.com/listener for privacy information.

Get in touch - leave me a messageFake people. Fake comments. Real clean energy projects killed.This is what climate delay looks like in the AI era.In this episode of Climate Confident, I'm joined by Leah Qusba, CEO of GoodPower, an organisation working at the intersection of climate tech, culture, policy, and decarbonisation. We explore a hard truth about the energy transition: solar, wind, batteries, and electrification may be ready, but public trust, local permission, and disinformation are now decisive barriers to getting projects built.You'll hear why Leah believes fossil fuel dependence is becoming harder to defend as “secure energy”, especially when oil and gas volatility keeps spilling into bills, food prices, business costs, and household budgets. We dig into why clean energy should be framed less as sacrifice and more as protection: protection from price shocks, geopolitical risk, climate impacts, and the charming little habit fossil fuels have of making everything more expensive.We also get into GoodPower's research on what actually changes minds. Their storytelling work has reached tens of millions of people and, in tested campaigns, shifted audiences from NIMBY to YIMBY by 11%. Leah explains why the right messenger can matter more than the perfect message, why rural voices can unlock rural support, and why creators in food, fashion, gaming, cars, comedy, and culture may be more effective climate communicators than traditional climate voices.And yes, we talk about AI-generated disinformation in permitting decisions, fake public pressure, and why pre-bunking false claims before they spread may become essential for emissions reduction, net zero delivery, and climate policy that survives contact with reality.

When it comes to energy, and nuclear in particular, China is doing things differently. As our guest puts it - China has clearly taken the approach that they will structure their energy sector on the assumption of chronic global instability. What does that mean in practical terms? David Fishman from the Shanghai-based Lantau Group joins Sprott Radio to share his deep local knowledge of China's energy buildout and its rapidly expanding nuclear fleet.This podcast is provided for information purposes only from sources believed to be reliable. However, Sprott does not warrant its completeness or accuracy. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument.Any opinions and recommendations herein do not take into account individual client circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments, or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein.This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of Sprott. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitute your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of Sprott.

France's utility giant EDF is poised to start dismantling the Fessenheim nuclear power plant on the border with Germany, a €1.4 billion project slated to take 22 years. Built in 1971, the plant's two reactors are the oldest in France and have been permanently shut down since 2020 after 43 years in operation, following a string of safety failures. But first, the ongoing Ebola outbreak in Africa is starting to take an economic toll on local populations. 

Energised Futures, Centrica's in-house research and innovation incubator, has partnered with Panasonic in a new pilot designed to advance intelligent heat-pump control. Demonstrating how collaboration across manufacturers, installers and technology innovators can accelerate the shift to smarter, more efficient low carbon heating. Heat Pump Trial The research has explored the automation and optimisation of heat pumps in Dublin homes as part of an EU funded Horizon-2020 programme – the DEDALUS project – to develop user-centered demand side response (DSR) systems. By combining technical innovation from Energised Futures with Panasonic's manufacturing expertise alongside local installer partner Mos Mechanical's on the ground installer insight, the project reflects the full lifecycle of heat pump deployment. Energised Futures is creating bespoke digital twins for all participating homes and remotely controlling each Panasonic heat pump with predictive algorithms to deliver optimum comfort and efficiency. Building on the success of its earlier MESH project, funded by the Department of Energy Security and Net Zero, the team has developed advanced control algorithms to enable the Panasonic heat pumps to participate in Demand Response. The system prioritises heating the home and hot water tank when electricity is cheap and low-carbon, while preserving occupant comfort: reducing heat pump operating costs and emissions and simultaneously supporting grid balancing and integration of renewables. Insights from the Dublin trial will feed directly into complementary pilots in Austria, Denmark, Italy, Spain and Romania, helping to build a holistic understanding of how smart heating and flexibility solutions work across different climates, housing types and energy systems. The overall programme wrapped at the end of April, following which the combined results from Dublin and the other EU pilots will be analysed and shared. Ben Krikler, PhD, Head of Energised Futures and Director of Research & Innovation, Centrica, emphasised the opportunity ahead: "Heat pumps have incredible potential, but that potential isn't being fully realised" "By combining advanced controls, predictive algorithms, and real-world data, we can make heat pumps smarter, more efficient, and more rewarding for households by delivering comfort at the lowest running cost while also helping to balance the grid and reduce emissions." Underscoring the wider benefits of the project, Laurence Cox, Country Manager for Panasonic Heating & Cooling Ireland said: 'This project highlights the real-world benefits of heat pump technology, from reduced energy costs and improved comfort to lower carbon emissions. We are proud to be working alongside Centrica and MOS Mechanical to help underline the growing importance of proven, low-carbon technologies in supporting the transition to a more sustainable built environment." The pilot adopts a user-centric, co-creation approach to understand what drives or hinders participation in demand response, including factors such as comfort, data privacy, and energy literacy. Supported by a robust social science framework and drawing on behavioural science, motivation theories, and socio-economic insights, the project actively involves participants through workshops, segmentation analysis, and interface testing. MSM Renewable installed the heat pumps and worked directly with participating households, giving them practical support and helping ensure the trial reflected real-world installer and customer experience. Reflecting on the trial, Mick O'Shea, Founder & CEO of Mos Mechanical's said: "Heat pumps are evolving quickly, and projects like this make sure installers stay ahead" "Hands on experience with the latest systems gives us the confidence to show customers how efficient heat pumps really are. It also proves that when the industry works together, the technology delivers more for households — and opens new opportunities for installers." As the progra...

The Gulf is entering a period of profound geopolitical and economic uncertainty. As tensions around the Strait of Hormuz continue and global energy markets face mounting pressure, the United Arab Emirates has taken the extraordinary decision to leave OPEC, raising major questions about the future of energy coordination, regional alliances, and global economic stability.Today on The International Risk Podcast, we are joined by Dr Dania Thafer, one of the leading analysts of Gulf politics, energy security, and regional geopolitics. Dr Thafer is the Executive Director of the Gulf International Forum and an expert on Gulf security, political economy, and US Gulf relations.In this episode, we explore why the UAE chose to leave OPEC, how the conflict with Iran is reshaping Gulf strategy, the growing vulnerability of global chokepoints, the future of fossil fuel markets in an era of technological transformation, and what rising instability in the Gulf could mean for international trade, energy security, and the global economy.The International Risk Podcast brings you conversations with global experts, frontline practitioners, and senior decision-makers who are shaping how we understand and respond to international risk. From geopolitical volatility and organised crime, to cybersecurity threats and hybrid warfare, each episode explores the forces transforming our world and what smart leaders must do to navigate them. Whether you're a board member, policymaker, or risk professional, The International Risk Podcast delivers actionable insights, sharp analysis, and real-world stories that matter.Dominic Bowen is the host of The International Risk Podcast and Europe's leading expert on international risk and crisis management. As Head of Strategic Advisory and Partner at one of Europe's leading risk management consulting firms, Dominic advises CEOs, boards, and senior executives across the continent on how to prepare for uncertainty and act with intent. He has spent decades working in war zones, advising multinational companies, and supporting Europe's business leaders. Tell us what you liked!

Billy Pizer discusses how energy security goes beyond the price of oil or liquified natural gas since these prices do not fully capture all the costs of using fossil fuels. One well-known externality, a cost beyond the price at the pump, is global warming and the corresponding climate-related disasters like the 2025 Palisades fire in California or the devastation in North Carolina from Hurricane Helene in 2024. Billy points out that there are other costs as well, including macroeconomic vulnerability from spiking oil prices and the risks associated with the tilting of political and military decisions due to energy needs. He also explains that climate change poses threats to those banks and parts of the financial system that have assets concentrated in places vulnerable to extreme weather events. Billy is the President and CEO of Resources for the Future, a think tank focused on energy and the environment. He previously served as Deputy Assistant Secretary for Environment and Energy at the US Treasury.

Access to energy has been one of the major driving forces in geopolitics since at least the industrial revolution. Without reliable access to the dominate form of energy, economies stall, people protest, and governments fall apart. The United States has become an energy superpower, leading the way in multiple forms of diversified energy resources, however, its economy remains vulnerable to supply disruptions, particularly for oil and the rare earth minerals currently necessary for renewable energy production. How does the closing of the Strait of Hormuz lead to higher gas prices? What steps can we take to insulate ourselves from these shocks? What are the new and emerging technologies that will reshape our energy infrastructure of the future?This month we speak with Dr. Stephen Bird, Director of the Carsey School of Public Policy at the University of New Hampshire, to explore these questions and more. Dr. Bird's career has focused on all aspects of energy policy, with a particular focus on energy conflicts, polarization, and the energy transition. Join the conversation as we explore the critical spaces that energy occupies in our daily lives and how decisions made thousands of miles away can shape your daily life.Stephen Bird is the Director of Carsey School of Public Policy and a professor of political science at the University of New Hampshire. He is also a research professor (courtesy) at the Institute for Sustainable Environment at Clarkson University where he was formerly a full professor of political science. In addition, he's a faculty Research Affiliate with the Positive Energy Project at the University of Ottawa.Stephen's work examines all aspects of energy policy and regulation broadly, with a deep focus on impacting the energy transition. Engagements and research awards have included New York's Energy Research Authority, the U.S. State Department, the European Commission, National Resources Canada, a 2016 Fulbright Research Chair, and the National Science Foundation. Corporate partnerships have included the NY Power Authority, GE, National Grid, AMD, the US Green Building Council, and IBM.His current research and engagements focus on energy conflict & polarization, drivers of energy acceptance (fracking, solar, wind), split incentives and smart housing, and energy technology governance & implementation (microgrids, green data centers).Stephen completed his PhD at Boston University and his Masters at Harvard University. 

G7 finance ministers and central bankers have wrapped up their two-day meetings in Paris as the war in Iran and the energy crisis continue to weigh on the global economy. Eurogroup President Kyriakos Pierrakakis, who represented the 21-member euro area in the talks, told FRANCE 24's François Picard and Yuka Royer that despite some differences, there was a shared understanding that a multilateral approach was key to facing the ongoing challenges. 

We had 9 big stories today on the Energy News Beat Channel. We have new trading blocs forming around the world, and where will your country end up? 1. Cuba's Energy Crisis & Socialism's FailuresThe podcast opens with Cuba's blackout crisis, where the communist government admits fuel shortages. The host uses this as a cautionary tale about socialist and democratic socialist policies, comparing it to energy challenges in states like California, Ohio, Virginia, and New York, which have 38% higher electricity prices than the rest of the US.2. UK's Oil & Gas Policy & Energy SecurityThe UK's decision to permanently ban North Sea oil and gas licenses is criticized as economically damaging. Despite 75% of UK energy coming from oil and gas, the country imports most of it rather than drilling domestically. The host argues this undermines energy security and will contribute to broader EU economic decline.3. UAE's Strategic Energy ExpansionThe UAE is accelerating oil export infrastructure after leaving OPEC, planning to increase capacity from 3.5 to 5 million barrels per day. This is framed as a model of energy security through strategic infrastructure investment.4. China-US Trade Relations & Energy AlignmentThe Trump-Xi meetings show potential alignment on energy and trade. The host predicts a reshaping of global trading blocks around energy, with the US, Russia, China, Saudi Arabia, Japan, UAE, and India forming a major bloc, while the EU, UK, and Canada fall behind.5. UN Climate Panel's Admission on Failed PredictionsThe IPCC quietly admitted that extreme climate doomsday scenarios driving climate policy and trillions in spending were unrealistic. The host criticizes this as wasteful and links net-zero policies to "Democrat Socialism."6. Data Centers & Water/Farm ProtectionThe surge in AI data center construction (especially in Texas) raises concerns about water depletion and farmland loss. The host advocates for data center development but demands accountability and protection of agricultural resources.7. Iran Conflict & Global Oil SupplyDrone strikes on Iranian oil facilities threaten global oil supplies. The host warns that if the conflict continues, the world will face severe energy shortages within weeks.8. NextEra Energy Potentially Acquiring Dominion EnergyThis utility merger is analyzed as a strategic response to unprecedented power demands from AI data centers, though the host expresses uncertainty about its long-term benefits.9. Political Engagement & VotingThe podcast concludes with a call for civic participation—voting, local involvement, and accountability from politicians regarding energy policy and infrastructure.Overall Theme: Energy security, the failures of socialist policies, the need for domestic energy production, and the importance of strategic infrastructure investment.1.As Cuba Falls into Darkness, People See How Communism and Socialism Cannot Keep the Lights On2.UK Moves to Ban New North Sea Oil and Gas Licenses Permanently – UK Deindustrialization and further fiscal failure on the horizon3.The UAE is Doubling Down On Exports Around the Strait of Hormuz4.Who are the Winners and Losers from the China-US Meetings?5.UN Climate Panel Quietly Admits Its Doomsday Climate Scenarios Were ‘Implausible' – How much money has been spent on Net Zero because of lies?6.The data center doomers must be defeated – But not at the cost of our family farms and water7.Iran Attacks UAE Nuclear Plant: Drone Strike Hits Barakah Facility Amid Escalating Tensions8.NextEra Energy is possibly in Discussions to Acquire Dominion Energy: What does this mean for Consumers and Investors?9.AI Investments Keep Lining Up, But Are We Sure About Returns?Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

Our guest this week is Darragh O'Brien, Ireland's Minister for Climate, Energy and the Environment and Minister for Transport. In his position, O'Brien has been directly involved in dealing with the fallout of the Middle East crisis, especially rising energy costs.

The closure of the Strait of Hormuz has brought the largest energy disruption the world has seen in decades. Adie Tomer, senior fellow in Metro, talks with Samantha Gross, director of the Energy Security and Climate Initiative, to break down the implications of this crisis for American consumers and the United States. Show notes and transcript. Follow The Current and all Brookings podcasts on Apple, Spotify, or wherever you get your podcasts. Send feedback email to podcasts@brookings.edu.

The war in the Middle East has put energy security back at the top of Europe's political agenda. For many, it brings back uncomfortable memories of 2022, when Russia's invasion of Ukraine triggered an energy crisis that forced governments to scramble for solutions. But this time, something is different. In this episode of Energy Evolution, host Eklavya Gupte speaks with Alex Blackburne, senior reporter at S&P Global Energy, who recently sat down with Miguel Stilwell d'Andrade, CEO of Portugal's EDP — one of Europe's largest utilities and a major player in renewable energy. Stilwell d'Andrade explains why Europe's power system is more resilient now than it was four years ago, driven by the region's massive expansion of wind, solar and storage. But progress hasn't been uniform, and the EDP CEO argues that consistent policy execution, as opposed to new measures, is what Europe needs most to secure its energy independence.

This week on the podcast, Jackie and Peter are joined by Marcus Rocque, Vice President of Research at the ARC Energy Research Institute. This episode focuses on how the oil and gas shock from the closure of the Strait of Hormuz is reshaping the outlook for clean energy, including how governments are rationing oil and gas use through policies such as work-from-home measures and lower speed limits. There is already evidence of increasing sales of alternatives, including EVs, heat pumps, and electric cookstoves. The shortage, however, is also expected to increase demand for coal as an alternative in countries like India and China, which have abundant domestic resources that provide energy security. The podcast discusses whether this could change long-term demand for oil and gas and the implications for Canada. They also consider some of the latest news in Canada, including last week's visit to Ottawa by IEA Executive Director Fatih Birol, and reports that the federal government is proposing to reverse the order of environmental approvals, allowing cabinet to green-light projects prior to the completion of technical assessments and approvals, along with implementing a maximum one-year review period. Finally, Premier Danielle Smith also traveled to Ottawa last week and left with a confident message about the delivery of the MOU.Content referenced in this podcast:Globe and Mail, “Canada should accelerate new energy infrastructure as market shifts, IEA chief says” (May 4, 2026) Latitude Media, Jigar Shah, “This isn't demand destruction. It's rationing.”  (April 24, 2026) Premier Danielle Smith's post on X regarding her positive meeting with Prime Minister Mark Carney on the MOU agreement (May 8, 2026) FT, Spencer Dale, “Why the Iran war might not spur a faster transition to low carbon energy” (May 4, 2026) Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ Check us out on social media: X (Twitter): @arcenergyinstLinkedIn: @ARC Energy Research Institute Subscribe to ARC Energy Ideas PodcastApple PodcastsAmazon MusicSpotify 

Amy MacIver speaks to international relations analyst James Ker-Lindsay about rising tensions between the United States and Iran, the fragile Gulf ceasefire and the growing fears of renewed conflict in the Strait of Hormuz region. Presenter John Maytham is an actor and author-turned-talk radio veteran and seasoned journalist. His show serves a round-up of local and international news coupled with the latest in business, sport, traffic and weather. The host’s eclectic interests mean the program often surprises the audience with intriguing book reviews and inspiring interviews profiling artists. A daily highlight is Rapid Fire, just after 5:30pm. CapeTalk fans call in, to stump the presenter with their general knowledge questions. Another firm favourite is the humorous Thursday crossing with award-winning journalist Rebecca Davis, called “Plan B”. Thank you for listening to a podcast from Afternoon Drive with John Maytham Listen live on Primedia+ weekdays from 15:00 and 18:00 (SA Time) to Afternoon Drive with John Maytham broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/BSFy4Cn or find all the catch-up podcasts here https://buff.ly/n8nWt4x Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: 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/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

The war in the Middle East has put energy security back at the top of Europe's political agenda. For many, it brings back uncomfortable memories of 2022, when Russia's invasion of Ukraine triggered an energy crisis that forced governments to scramble for solutions. But this time, something is different. In this episode of Energy Evolution, host Eklavya Gupte speaks with Alex Blackburne, senior reporter at S&P Global Energy, who recently sat down with Miguel Stilwell d'Andrade, CEO of Portugal's EDP — one of Europe's largest utilities and a major player in renewable energy. Stilwell d'Andrade explains why Europe's power system is more resilient now than it was four years ago, driven by the region's massive expansion of wind, solar and storage. But progress hasn't been uniform, and the EDP CEO argues that consistent policy execution, as opposed to new measures, is what Europe needs most to secure its energy independence.

Here's the latest on the ongoing ASEAN Summit in Cebu, the Balikatan Exercise, and the impeachment case against VP Sara Duterte. - Narito na ang mga bagong balita mula sa Pilipinas mula sa ASEAN Summit sa Cebu, Balikatang exercise hanggang sa update sa impeachment ni VP Sara Duterte.

Gerard and Laurent welcome Tinne Van der Straeten, CEO of WindEurope—the leading voice of the wind industry in Europe, representing more than 600 members across the entire value chain. Tinne brings a distinctive perspective to the discussion. As Belgium's Minister for Energy during the 2022 Russian invasion of Ukraine, she experienced an energy crisis firsthand. Her background in policymaking offers a different vantage point from that of investors, shaped by the practical realities and trade-offs of government decision-making.  The conversation highlights that, despite ongoing challenges, wind energy continues to expand rapidly across Europe, with €45 billion in final investment decisions recorded in 2025. There is now a clear opportunity to repower first-generation onshore turbines, which could double installed capacity and potentially triple electricity generation. Offshore wind also stands out as a major growth area, with the North Sea remaining the central hub, while the Baltic Sea is developing steadily and early signs of momentum are emerging in Spain.  At the same time, the discussion points to the persistence of outdated, ideologically driven debates around energy sources—such as gas in Germany or nuclear in France—which increasingly feel disconnected from current realities. Policies like bans on onshore wind in Poland and offshore wind in Sweden illustrate decisions that risk slowing progress.  A central theme is the urgent need to electrify demand, particularly through the adoption of electric vehicles, heat pumps, and the expansion of data centers.  The conversation concludes by emphasizing that the missing piece is a large, integrated pan-European grid—potentially extending to Canada—combined with battery storage. Such infrastructure would accelerate decarbonization, support economic resilience, and help Europe regain control over its energy future.Sources:GWEC 2026 https://www.gwec.net/reports/globalwindreportWindEurope Wind Energy Statistics and Outlook Report https://windeurope.org/news/europe-invested-45bn-in-new-wind-energy-in-2025-market-tampering-would-put-future-investments-at-acute-risk/ WindEurope energy system cost study: https://windeurope.org/news/a-renewables-based-energy-system-will-save-europe-1-6-trillion/

The energy crisis caused by the Iran war has been a wake-up call and prompted governments to try to speed up a shift to electric cars. Could solar cars be next? Although they have been around for decades, solar-powered vehicles have largely remained experimental due to technical challenges. FRANCE 24's Yuka Royer speaks with Steve Fambro, co-CEO of Aptera Motors, a US startup that is preparing to start delivering its solar cars to customers as early as this year. 

Australia is actively engaged in diplomatic discussions with the United States over a proposal to reopen and secure the Strait of Hormuz amid ongoing Middle East tensions. This episode examines the foreign policy, energy security, and alliance implications for Australia, including its role in AUKUS and the broader Indo-Pacific strategy. A timely analysis of how resource security and alliance obligations are shaping Canberra's decisions in a volatile global environment.

The energy shock and economic headwinds caused by the Iran war have increased uncertainty in Latin America – but the region remains resilient. That's according to Ilan Goldfajn, president of the Inter-American Development Bank. He tells FRANCE 24 there are requests for "targeted support" like energy diversification and fertiliser needs. Also in the show: Jerome Powell gives his last press conference as Federal Reserve Chair, as his successor Kevin Warsh takes a step closer to confirmation. 

Rick Rule discusses recent mining M&A including G Mining's acquisition of G2 Goldfields, which Rule views as uniquely accretive due to roughly $1B in 10-year operating and capital synergies from developing a unified district. They also cover Agnico Eagle's consolidation in Finland as a logical infrastructure-leveraging deal, its disciplined per-share accretion framework, and its junior investments as a “farm team” to gain toeholds and information advantages. Rule warns lithium is not scarce and sees many deposits chasing limited build capital, while noting uncertainty around direct lithium extraction. He argues Middle East energy shocks will most benefit uranium via energy-security policy shifts, explains factors in assessing mine builds and capital stacks, describes traits of elite geologists, and outlines his free natural-resource portfolio review service. 00:00 Intro 00:36 Rule Symposium Preview 03:40 G Mining Buys G2 06:29 Agnico Consolidates Finland 10:03 Agnico Junior Farm Team 13:52 Lithium M&A and DLE Risks 18:23 Middle East Shock Boosts Uranium 20:37 Can Juniors Build Mines 24:33 Spotting Elite Geologists 36:30 NextGen Uranium Premium 42:40 Portfolio Reviews and Wrap Up 43:58 Outro and Disclaimers Rule Symposium July 6-10 in Boca Rotan, FL: https://cvent.me/XOqdLa?via=mse If you would like Rick to review your mining stock portfolio reach out to him at: https://ruleinvestmentmedia.com/ Rule Investment Media YT channel: https://www.youtube.com/@RuleInvestmentMedia Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

https://youtu.be/AAQKYuRbaj8 Recorded April 10, 2026 Trisha Curtis, CEO of PetroNerds and host of the PetroNerds podcast, welcomes Tatiana Mitrova back to discuss the geopolitical shocks reshaping global energy markets. Just days into the Iran ceasefire, they unpack why the latest crisis is better understood as a logistical shock than a traditional oil shock, how drone warfare is changing energy infrastructure risk, why Russia's economy has proven more resilient than many expected, and how China is building an energy strategy centered on security, redundancy, and leverage. Tatiana brings a systems-level view to the conversation, explaining how large energy systems behave under pressure, how markets adapt under stress, and why the world is underestimating the long-term consequences of today's conflicts. From the Strait of Hormuz to Russian oil production, from the war in Ukraine to China's stockpiling and trading strategy, this episode connects the dots between geopolitics, logistics, military technology, and energy market structure. This episode is a masterclass in thinking beyond simple supply-and-demand narratives. It shows how energy markets are shaped not just by barrels and molecules, but by logistics, chokepoints, insurance, military technology, infrastructure resilience, and state capacity. For anyone trying to understand oil, gas, Russia, China, or the next phase of energy security, this conversation offers a deeper framework for what comes next. Tatiana Mitrova is a Global Fellow at Columbia University's Center on Global Energy Policy and one of the leading experts on Russian energy, energy security, and geopolitical risk. Her work focuses on energy economics, infrastructure, chokepoints, and how complex systems behave under stress. In this episode: Why the Iran crisis is “not actually an oil shock,” but a logistical shock What the market is missing about the Strait of Hormuz, insurance, and shipping risk How shadow fleets, workarounds, and parallel trading systems keep oil moving under stress Why drones have fundamentally changed infrastructure security and energy geopolitics What sanctions have and have not done to Russia's economy and oil sector Why Russia's production has remained resilient, even as flexibility declines How the war in Ukraine has turned into a costly war of attrition Why Europe is already living in a hybrid-war environment How China is using this moment to strengthen energy security and strategic optionality What energy markets can learn from “systems under stress”

Stay informed on current events, visit www.NaturalNews.com  - China's Energy Security and Trade Relations with Iran (0:11) - US Navy's Vulnerabilities and Future of Warfare (3:25) - Impact of US Naval Actions on Global Trade and Geopolitics (29:39) - China's Strategic Planning and Technological Advancements (42:29) - US-China Trade Relations and Rare Earth Elements (50:33) - China's Open Source AI and Cultural Acceptance of AI (1:16:29) - Geopolitical Implications and Economic Advice (1:21:34) Watch more independent videos at http://www.brighteon.com/channel/hrreport  ▶️ Support our mission by shopping at the Health Ranger Store - https://www.healthrangerstore.com ▶️ Check out exclusive deals and special offers at https://rangerdeals.com ▶️ Sign up for our newsletter to stay informed: https://www.naturalnews.com/Readerregistration.html Watch more exclusive videos here:

Helen Thompson, a political economist at Cambridge, examines how geopolitical conflict has shaped global oil and gas markets, with implications for the current Gulf crisis. --- Geopolitical conflict has long shaped the evolution of global energy systems. Over the past 70 years, periods of relative stability in oil and gas markets have repeatedly given way to disruption, from the Suez Crisis to the oil shocks of the 1970s, and more recently to tensions in the Middle East. These episodes have often prompted governments and markets to rethink how energy is produced, sourced, and used, sometimes reducing vulnerability, and at other times creating new risks that only emerge over time. But these disruptions have not all played out in the same way. Some have triggered significant shifts in how energy systems are organized, while others have had more limited and short-lived effects. In some cases, efforts to manage risk have led to lasting changes. In others, they have introduced new dependencies that only became visible later. On the podcast, Helen Thompson, professor of political economy at the University of Cambridge, explores how major geopolitical disruptions have reshaped energy systems in the United States and globally, and the policy and market responses that have followed. She also examines the vulnerabilities and pressure points in today’s oil and gas markets, and what recent tensions in the Persian Gulf may reveal about the resilience of the current system. Helen Thompson is professor of political economy at the University of Cambridge. Related Content: Policy Design Issues for Border Carbon Adjustments https://kleinmanenergy.upenn.edu/research/publications/policy-design-issues-for-border-carbon-adjustments/ Climate Change and Migration in Central America: Evidence from New Environmental Event Data https://kleinmanenergy.upenn.edu/research/publications/climate-change-and-migration-in-central-america-evidence-from-new-environmental-event-data/ Energy Policy Now is produced by The Kleinman Center for Energy Policy at the University of Pennsylvania. For all things energy policy, visit kleinmanenergy.upenn.edu.See omnystudio.com/listener for privacy information.

14. Jim McTague and Lance Gatling discuss soaring oil prices impacting Pennsylvania and Tokyo. They examine Japan's strategic petroleum reserves and diplomatic efforts to de-escalate Middle Eastern tensionsaffecting energy security. (14)1970 ANANDALE SOUTH CAROLINA

16. China Navigates Trade Dependencies and Energy Security During War GUEST: Gordon Chang, Andrew Collier SUMMARY: Andrew Collier analyzes China's economic situation, highlighting its 15% industrial profit increase and massive strategic oil reserves. Despite these strengths, China remains vulnerable to global trade downturns and the ongoing property market collapse.,, China saw a 15% rise in industrial profits in early 2026, which may be attributed to global stocking of goods before the war,. The country is prepared for energy shocks with the world's largest strategic oil reserve, estimated to cover 140 days of imports,. However, Andrew Collier warns that China is extremely trade-dependent and faces growing international opposition to its tech exports, while its domestic property market is not expected to hit a bottom until at least 2027,,. (16)1922 ARABIA

The world changed forever on February 28th, 2026. The consequences of the Iran war will take many years to play out. But one fact already seems clear: we are not going back to the world that existed before the conflict began.To assess what the war means for the future of oil, gas and power, host Ed Crooks is joined by three of the most experienced voices in the geopolitics of energy. Regular guest Amy Myers Jaffe is the Director of NYU's Energy, Climate Justice and Sustainability Lab. Samantha Gross, returning to the show, is the Director of the Energy Security and Climate Initiative at the Brookings Institution. And Amos Hochstein, appearing for the first time, is a Managing Partner at TWG Global and former senior energy advisor to President Biden and the US State Department.Their conclusion is stark: this is the worst energy crisis the world has ever seen. The shared view is that the disruption we are seeing now is more serious than the oil shocks of the 1970s, and broader in its reach than anything markets have had to price in living memory. The loss of global oil supply from the near-complete closure of the Strait of Hormuz is bad enough, but the effects do not end there. As well as 10-12 million barrels a day of crude supply, the world has lost 20% of its LNG supply and about 30% of its urea, used for fertilizer. We are seeing cascading shortages of products that you might never have connected to the Gulf region, from hospital gloves to semiconductor-grade helium.So why haven't prices yet reflected the full scale of the shock? Amos Hochstein draws a distinction between a risk environment and a disruption environment. Markets know how to price risk, he says, but they do not know how to price physical shortages. Meanwhile, the belief that President Trump can end the war on his own timeline is creating a dangerous feedback loop: markets stay calm because they think the president will intervene; the president sees calm markets and feels no urgency to act. But Samantha Gross argues that President Trump doesn't get to decide when this ends. The Iranians do.The disruption is already hitting unevenly. Sri Lanka has moved to a four-day working week. Thailand has asked workers to stay home. Airports across Asia are shutting down, not because jet fuel is expensive, but because they don't have any. As Amos Hochstein warns, the impact isn't growing in a straight line: it's exponential. Poorer nations are absorbing it first, but the consequences will continue to spread.The episode also looks beyond the immediate crisis to the longer-term implications. Amy Myers Jaffe predicts an acceleration of investment in new energy technologies, including nuclear fusion. Amos Hochstein maps out the infrastructure changes that he thinks will be needed, including investment in new pipelines so that oil and gas exports from the Gulf can bypass the Strait of Hormuz completely. Building all that new infrastructure would be a massive undertaking, but he thinks the world will come together to back it, because it relies on energy from the Gulf for so much. A fundamental rethinking of supply security is under way.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

4. Taiwan's Strategic Pivot to Nuclear Energy. Guest: Jack Burnham. Jack Burnham analyzes Taiwan's decision to restart its nuclear power plants to ensure energy security. Facing vulnerabilities in LNG supplies from the Middle East, Taiwan seeks a stable, domestic baseload power for critical manufacturing.,, (4)1925 TAIPEI

In this episode of John Solomon Reports, we dive into the latest developments impacting national security and regulatory reform. President Trump has taken decisive action by dispatching ICE agents to airports, emphasizing a customer-friendly approach as TSA faces ongoing challenges. We also explore the delicate negotiations with Iran, where talks have shifted from the supreme leader to the head of the Iranian parliament, raising hopes for a potential peace settlement.Our first guest is former Congressman and current EPA Administrator Lee Zeldin, who discusses the significant rollback of the endangerment finding that previously allowed the government to regulate carbon emissions as public health concerns. Zeldin reveals the potential savings for American families resulting from this regulatory change.In the second segment, we welcome Fred Fleitz, former Chief of Staff at the National Security Council, who sheds light on alarming developments regarding Iran's long-range ballistic missile capabilities. His insights highlight the implications for European security and the broader geopolitical landscape.Economist E.J. Antoni joins us next to analyze the economic ramifications of the ongoing conflict with Iran and its impact on the U.S. economy. Finally, we conclude with an enlightening conversation with the CEO of Ghostbed, who shares how a revolutionary approach to mattress design has transformed the way we think about sleep and health.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

President Trump and Defense Secretary Pete Hegseth are demanding “more patriotic” coverage of the widening war in Iran. On this week's On the Media, hear how the Pentagon is cracking down on its publication, Stars and Stripes. Plus, fake AI images of the Iran war are proliferating, and they're getting more convincing. [01:00] Host Micah Loewinger breaks down the calls from the Trump administration for the media to produce “patriotic” coverage of the war in Iran. Plus, a closer look at the reporting by legacy outlets with journalist Minnah Arshad.  Arshad analyzed The New York Times' early coverage of the war, and found that Iranian victims were underrepresented. Next, Micah sits down with scholar Mahsa Alimardani to discuss fake AI images of the Iran conflict, and how AI detection tools are being used to discredit authentic footage. [22:30] Micah speaks with Samantha Gross, the director of the Energy Security and Climate Initiative at the Brookings Institution, to dissect the developing energy crisis being caused by the disruption of oil exports through the Strait of Hormuz. [37:54] Host Brooke Gladstone talks to Erik Slavin, Editor-in-Chief of Stars and Stripes, the independent, award-winning newspaper that has served the military for roughly a century, about the Pentagon's plan to crack down on their reporting and refocus their content away from “woke distractions.”  Further reading / watching: “First Draft: How the Media Manufactures Consent for War,” by Minnah Arshad and Andrew Perez “How AI Content Detection is Being Weaponized in the Iran War,” by Shirin Anlen and Mahsa Alimardani “The Fake Images of a Real Strike on a School,” by Mahsa Alimardani “Why Iran's disruption of the Strait of Hormuz matters,” by Samantha Gross, Caitlin Talmadge, and Melanie W. Sisson “Pentagon says it will ‘refocus' Stars and Stripes content,” by Corey Dickstein On the Media is supported by listeners like you. Support OTM by donating today (https://pledge.wnyc.org/support/otm). Follow our show on Instagram, Twitter and Facebook @onthemedia, and share your thoughts with us by emailing onthemedia@wnyc.org.