Podcasts about Energy transition

On this week's interview Paul talks to Jonathan Lesser, PhD. Jonathan is President of Continental Economics, Inc. and Senior Fellow, National Center for Energy Analytics. They discuss the proposed purchase of PNM by a private equity firm. They discuss the so-called "Energy Transition" in New Mexico, especially the SunZia power lines and rising demand for electricity in NM and nationwide.

Chase Lochmiller is the CEO and co-founder of Crusoe. If you're a regular listener, Crusoe isn't new to the pod. This summer, Cody sat down with Chase's Co-founder and COO, Cully Cavness, during our live event in Austin.This latest episode was recorded live at the inaugural MCJ Summit in San Francisco at the beautiful Autodesk Gallery. Cody and Chase dive into how Crusoe is building data centers at the intersection of AI and energy. Chase traces his path from MIT soccer captain and mountaineer to climate-focused entrepreneur, and how those experiences shaped Crusoe's core values of preparation, curiosity, and speed.He shares the story behind the company's 1.2-gigawatt Abilene, TX project, its energy-first approach to powering AI infrastructure, and his vision for an era of abundant energy and intelligence. The discussion also explores the future of AI labor, grid integration, and what digital abundance could mean for society at large.Special thanks to our MCJ Summit attendees and our kind sponsors: Autodesk Foundation, Borusan, Cedar Grove, CSC Leasing, Mitsui O.S.K. Lines, Obayashi, Palantir, and Safire Partners.Episode recorded on Oct 15, 2025 (Published on Oct 29, 2025)In this episode, we cover: ⁠ [01:14] ⁠Chase's early love of math, science, and soccer⁠ [02:42] ⁠Realizing academia moved too slow for his energy⁠ [04:32] ⁠How his entrepreneurial father shaped his path⁠ [05:05] ⁠Climbing Everest and the origins of “Think Like a Mountaineer”⁠ [09:32] ⁠Defining Crusoe as a clean AI infrastructure company⁠ [10:47] ⁠Building vertically integrated “AI factories”⁠ [16:24] ⁠Inside the 1.2 GW Abilene project for OpenAI and Oracle⁠ [20:52] ⁠Crusoe's energy-first approach to compute build-outs⁠ [25:36] ⁠Using AI demand to accelerate next-gen energy solutions⁠ [30:24] ⁠When AI becomes a power orchestrator⁠ [33:31] ⁠Digital labor and AI's impact on GDP and society⁠ [38:41] ⁠How Chase hopes Crusoe is remembered in 30 years Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at info@mcj.vc.Connect with MCJ:Cody Simms on LinkedInVisit mcj.vcSubscribe to the MCJ Newsletter*Editing and post-production work for this episode was provided by The Podcast Consultant

Ever wondered what really goes into keeping oilfield workers safe? We put an HSE specialist on the spot with all the “dumb” questions, like what happens if there's H2S in the air, or whether bison herds are actually a thing on site. David Valerio from DNOW breaks down safety in plain English, mixing serious insight with plenty of laughs. From OSHA rules and environmental compliance to the realities of working in the freezing North Dakota fields, he explains how safety shapes everything in oil and gas. It's part education, part storytelling, and totally eye-opening for anyone curious about how the industry protects its people and the planet.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 00:00 - Intro00:22 - What is HSE (Health, Safety, Environment)05:55 - Day to Day of an HSE Professional09:58 - Long-Term Projects in HSE13:38 - Understanding OSHA Regulations16:40 - Politics in Health and Safety19:37 - Historical Safety Practices22:24 - Safety Culture in Oil & Gas Industry28:47 - Achieving Zero Incidents in Safety30:26 - New Technology and Innovation in Safety33:40 - Environmental Considerations in Energy38:35 - Balancing Pro-Environment and Pro-Energy41:49 - Solutions to Global Energy Problems42:46 - Seeking a Balanced Energy Approach44:37 - Actions You Can Take for Safety47:06 - Future of World Energy Mix55:40 - Net Zero by 2050: Reality or Myth?57:48 - Energy Transition vs. Energy Addition01:03:26 - North Dakota Energy: Oil, Gas, Renewables01:06:33 - Overview of North Dakota Energy Landscape01:11:30 - Winter Challenges in North Dakota01:13:59 - Life in Small Towns01:14:37 - Alma Cook's Contributions01:17:15 - Population Growth vs. North Dakota's Future01:19:05 - Discern Earth: Environmental Insightshttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

Tata Power stood at the forefront of India's energy transition. The firm's long history was deeply intertwined with the country's development. As Mumbai's power needs increased, Tata Power built out thermal assets across India, and while thermal power generation remained Tata Power's mainstay, the firm slowly started diversifying. In 2020, Tata Power boldly announced a commitment to net-zero emissions by 2050, concurrent with a complete phase-down of thermal capacity. It later brought this commitment forward to 2045. To prepare for declining revenues from thermal power generation, Tata Power was actively expanding its renewable business, but stakeholders had concerns about the company's ambitions. Was the firm's decision to sacrifice potentially high returns in thermal power generation financially imprudent, or did it position the firm well as India inevitably accelerated its energy transition? In this episode, host Brian Kenny welcomes Harvard Business School Professor Vikram Gandhi and Tata Power CEO Praveer Sinha to discuss the case Tata Power and India's Energy Transition, and how India's largest private power producer is reimagining its future.

The energy policy of Europe's largest economy, Germany, is the focus of this week's episode. The coalition government's energy ministry recently published a monitoring report highlighting the need for a reality check on electricity demand forecasts and the implications for renewable energy expansion. Andreas Franke, editorial lead at S&P Global Commodity Insights, and Henning Gloystein, managing director of energy, climate & resources at Eurasia Group, examine how revised projections could alter Berlin's solar and wind expansion targets, and reshape the country's path to 80% renewable power by 2030. The conversation delves into the challenges facing German industry amid high energy costs and questions whether the country's 2045 climate targets remain realistic, given its planned reliance on gas-fired power generation. Franke and Gloystein also discuss how this recalibrated approach signals broader challenges facing the global energy transition, and they debate whether similar "reality checks" may be needed across other European nations.

The energy policy of Europe's largest economy, Germany, is the focus of this week's episode. The coalition government's energy ministry recently published a monitoring report highlighting the need for a reality check on electricity demand forecasts and the implications for renewable energy expansion. Andreas Franke, editorial lead at S&P Global Commodity Insights, and Henning Gloystein, managing director of energy, climate & resources at Eurasia Group, examine how revised projections could alter Berlin's solar and wind expansion targets, and reshape the country's path to 80% renewable power by 2030. The conversation delves into the challenges facing German industry amid high energy costs and questions whether the country's 2045 climate targets remain realistic, given its planned reliance on gas-fired power generation. Franke and Gloystein also discuss how this recalibrated approach signals broader challenges facing the global energy transition, and they debate whether similar "reality checks" may be needed across other European nations.

“You can't build a clean energy future if you abandon the communities that powered the old one.” In episode 4 of our Concordia Summit Series, we sit down with Dr. Joseph Curtin, VP of Energy Transitions at The Rockefeller Foundation, to explore the future of the global carbon market — and why we need it to deliver on real decarbonization, not just accounting wins.

WATCH the video on Substack by clicking the play button above or on YouTube (here).STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.We have just wrapped up an especially heavy 3-week stretch of board, management, and industry meetings. Included have been various meetings in and around the power sector. As someone who has spent his career on the other side of energy--i.e., oil & gas--it has been a lot of fun ramping up on the power side of the business. Historically oil & gas and power have been essentially two completely separate industries, each with their own macro drivers, corporate outlooks, and analyst coverage. And while today many differences of course remain, there are a growing number of areas of convergence. In this short video, we will give a few thoughts from our recent travels that we will expand upon in coming months. There are five points we want to highlight:First, we think energy is in the early days of the 3rd major super-cycle in our lifetime. The first was the Arab Oil Embargo years of the 1970s and the second was the Chia/BRICs expansion of the 2000s. Both were at their core crude oil market events. Geopolitical security was the dominant narrative of the 1970s. Billion-person scale emerging market (EM) demand growth characterized the latter. The current super-cycle marries both drivers but it is power, rather than crude oil, that is at the heart of this era. AI datacenters rightfully get a lot of attention. But aging developed market grids that need new investment is also an important trend. Perhaps most importantly, the substantial unmet energy needs of the other 7 billion people on Earth will arguably be the greatest driver of global power demand. This super-cycle is all about global power needs on multiple fronts. Second point and a key lesson from the mis-guided “The Energy Transition” era is that the world clearly is going to need all forms of energy, including many newer technologies where the timing of scaling economics is still uncertain. Examples of that last point are nuclear SMRs and enhanced geothermal to name just two. Power is an enabling driver of crude oil demand in the developing world. We suspect this is most visible in Africa today as an example. It is interesting and ironic: growth in renewables power is boosting oil demand.Third point: energy sources and technologies are not in competition with each other for a finite pool of demand. That is the energy substitution argument being trotted out by those that in recent years believed in The Energy Transition. Rather, relative economics, reliability, and geopolitical security are going to cause periods of strong and weaker demand at various points of time for different areas. As an example, LNG priced at world oil prices we do not think displaces domestic coal demand in places like India and China. But it is a complementary and diversifying fuel for power generation which is important to having a healthy power market. And new areas like LNG trucks can help reduce dependence on crude oil imports from what would otherwise be the case. Again, it is additive, not substitutive. Fourth, where crude oil cycles are inherently global in nature, power is typically highly local or regional, but today also has a global overlay via EM growth. Fifth, we are perhaps most optimistic to see major energy consumers, in particular Big Tech and Big Industrials, proactively engaging in energy macro and policy discussions. We see this at Veriten via an expanding and increasingly diversified client base. We see it in the many meetings we have attended. This in our view significantly raises the odds that we move away from the divisive rhetoric and policies that characterized The Energy Transition era to one that appropriately prioritizes energy's natural hierarchy of needs.

This episode of the All Things Sustainable podcast explores the rapidly changing global landscape for the energy transition and how factors like geopolitical tensions, AI and government policies are driving change ahead of COP30, the UN's upcoming Climate Change Conference of the parties.   We examine these dynamics through the lens of the world's two most populous countries: India and China.   We talk with Carlos Pascual, Senior Vice President and Head of Geopolitics and International Affairs at S&P Global Commodity Insights and a former US Ambassador to Mexico and Ukraine. He outlines the complexities of US-China relations, including the competition for technological dominance and energy resources.  "In many ways, China has developed a degree of technology expertise that is having an impact on this relationship in ways that have not been expected," Carlos says.  To understand how India is navigating these dynamics, we talk with Vaishali Nigam Sinha, Co-Founder and Chairperson of Sustainability at ReNew, a decarbonization solutions company deploying renewables and other low-carbon technologies in India. She highlights the importance of international collaboration for accessing technology, critical minerals and financing for renewable projects.  "This clean energy transition is not about individual countries," Vaishali says. "It's about what all of us can do together.”  Vaishali also emphasizes the importance of engaging local communities in the energy transition to ensure that they are equipped with the necessary skills and knowledge to participate.  We sat down with Carlos and Vaishali on the sidelines of The Nest Climate Campus, where the All Things Sustainable podcast was an official media partner during Climate Week NYC.  Listen to our interview with the CEO of the World Business Council for Sustainable Development, or WBCSD: Kicking off Climate Week NYC in a fragmented global landscape  Read S&P Global's key takeaways from Climate Week NYC: 5 Climate Week NYC takeaways setting the scene for decision-making in 2026 | S&P Global  Read the latest energy and climate scenarios from S&P Global Commodity Insights: Beyond the Energy Transition | S&P Global  This piece was published by S&P Global Sustainable1 and not by S&P Global Ratings, which is a separately managed division of S&P Global.   Copyright ©2025 by S&P Global      DISCLAIMER     By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk.      Any unauthorized use, facilitation or encouragement of a third party's unauthorized use (including without limitation copy, distribution, transmission or modification, use as part of generative artificial intelligence or for training any artificial intelligence models) of this Podcast or any related information is not permitted without S&P Global's prior consent subject to appropriate licensing and shall be deemed an infringement, violation, breach or contravention of the rights of S&P Global or any applicable third-party (including any copyright, trademark, patent, rights of privacy or publicity or any other proprietary rights).      This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.      S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.

Sara & Ed chat with Martin Olszynski about Alberta's mounting energy liability crisis.They discuss the billions in future costs for decommissioning, remediation, and reclamation of oil and gas projects as well as the challenge in accurately quantifying government and public exposure to financial and environmental risk amid profound energy sector disruption. The question isn't whether these liabilities will materialize—it's who pays when they do. It's a lively and wide-ranging conversation that sparked a flood of audience questions.Show Notes available on the episode pageAbout Our Guest:Martin Olszynski is an Associate Professor and the current Chair in Energy, Resources, and Sustainability at the University of Calgary Faculty of Law. Martin's primary research interests are in environmental, natural resources, and water law and policy. He has appeared as a witness in regulatory hearings, committee hearings of both the House of Commons and the Senate, and as counsel before the Supreme Court of Canada. From 2020 to 2025, he was a member of the federal Minister of Environment and Climate Change Canada's advisory council on impact assessment.Energy vs Climate relies on the support of our generous listenersDonate to keep EvC going Send us a text (if you'd like a response, please include your email)Produced by Amit Tandon & Bespoke Podcasts ___Energy vs Climate Podcastwww.energyvsclimate.com Contact us at info@energyvsclimate.com Bluesky | YouTube | LinkedIn | X/Twitter

October 2025 Sustainable Stock and ETF Picks. Top sustainable companies, best renewable energy stocks related to Chinese emission cuts, plus… By Ron Robins, MBA Transcript & Links, Episode 160, October 24, 2025 Hello, Ron Robins here. Welcome to my podcast episode 160, published on October 24, 2025, titled “October 2025 Sustainable Stock and ETF Picks.” This podcast is presented by Investing for the Soul. Investingforthesoul.com is your go-to site for vital global, ethical, and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. I have a great crop of 10 articles for you in this podcast! Note: Some companies are covered more than once. ------------------------------------------------------------- Sustainable Companies: 50 Top Investments For Sustainability on investors.com This first article could provide you with several investing ideas. It's titled Sustainable Companies: 50 Top Investments For Sustainability on investors.com. The introduction is by Anne Stanley. Here are some quotes from Ms. Stanley. “The top ranks are filled with financial services, utility and consumer companies… To build IBD's 2025 list of the Most Sustainable Companies, we started with Morningstar's U.S. and global Low Carbon Transition Leaders Indexes… The stocks had to have a price of $10 or more and sufficient data to create an IBD Composite Rating. We further qualified the list by removing stocks that did not meet or beat the S&P 500 in the past five years. We selected the companies with the highest IBD Composite Rating — all with scores of 80 or better. Finally, we ranked the companies by their Morningstar Sustainalytics climate management score, using the IBD Composite Rating to break any ties.” End quotes IBD's top 5 companies for 2025 are Eaton (ETN), Bank of Montreal (BMO), Stantec (STN), Loews (L) and TJX Companies (TJX). ------------------------------------------------------------- 10 Stocks and Funds that Benefit from China's Emissions Cuts on morningstar.com This second article might seem a little unusual. To see why, here's the title. 10 Stocks and Funds that Benefit from China's Emissions Cuts on morningstar.com. It's by Leslie P. Norton. Some of the investments are Chinese, which might bother some people; nonetheless, they will appeal to many others who follow this podcast. Here are a few quotes and some picks from the article. “China has announced plans to cut greenhouse gas emissions by 7%-10% from peak levels by 2035. This is the first time the country has committed to an absolute emissions target. In a video address to the United Nations, President Xi Jinping also said that China would boost wind and solar capacity sixfold from 2020 levels and increase the share of non-fossil fuels to more than 30% of total energy consumption… Who Benefits from China's Emissions Cuts? China will also accelerate its voluntary carbon market and carbon certificates, which companies can trade to offset their own emissions. Kathlyn Collins, head of responsible investing and stewardship at Matthews Asia [says]…‘With the increase in terms of focus on emissions reduction from intensity to absolute emission levels, more and more industries will come under the purview of the emissions trading scheme.' According to Collins, the main beneficiaries will be battery storage systems, grid infrastructure upgrading, smart grid metering, energy management systems, environmental consulting, monitoring compliance, and of course the continued buildout of renewables and lean power. Stocks That Could Benefit From China's Emissions Cuts Name Ticker Daily Price Base Currency Sungrow Power Supply Co Ltd Class A 300274 CH 157.50 CNY Contemporary Amperex Technology Co Ltd Class A 300750 CH 380.40 CNY China Yangtze Power Co Ltd Class A 600900 CH 27.47 CNY China Longyuan Power Group Corp Ltd Class A 001289 CH 17.40 CNY JinkoSolar Holding Co Ltd DR JKS $24.10 JA Solar Technology Co Ltd Class A 0024569 CH 12.81 CNY Trina Solar Co Ltd Class A 688599 CH 16.63 CNY Source: Morningstar. Data as of 09/26/2025. For US Investors, Funds That Could Benefit From China's Emissions Cuts Name Ticker Daily Price Base Currency KraneShares MSCI China Clean Tech ETF KGRN $30.89 Invesco Solar ETF TAN $43.37 iShares Global Clean Energy ETF ICLN $15.19 Source: Morningstar. Data as of 09/26/2025.” End quotes. ------------------------------------------------------------- 3 AI Infrastructure Stocks Riding the Coming Power Crunch on finance.yahoo.com For many ethical and sustainable investors, this next article adds a few new company names to consider. It's titled 3 AI Infrastructure Stocks Riding the Coming Power Crunch on finance.yahoo.com and is by George Budwell. Here are some quotes from Mr. Budwell. “1. Iren Ltd. (NASDAQ: IREN) has transformed its roots as a Bitcoin miner into a broader play on high-performance computing. The company is redeploying its energy-intensive infrastructure to support artificial intelligence, acquiring massive GPU fleets that include Nvidia's B-series accelerators and AMD's (AMD) new MI350X chips. That pivot is already showing up in the numbers: revenue climbed 226% year over year to $187 million in Q4 fiscal 2025, while gross margins improved as higher-value AI services began to supplement traditional mining… The stock has surged 326% year to date, reflecting investor enthusiasm, but the AI cloud segment is still in its early innings. The main risk is utilization: if customer demand doesn't keep pace, expensive GPUs could sit idle while fixed costs pile up. Still, Iren has so far executed well on its transition, positioning itself as one of the more credible emerging players at the intersection of compute and energy. 2. Applied Digital (NASDAQ: APLD) designs and builds AI-optimized data centers from the ground up. Its flagship Polaris Forge campus is planned to scale to 1 gigawatt of capacity -- enough to power a small city. A marquee lease with CoreWeave (CRWV) validates demand for its high-density facilities, but the stock already trades at roughly 34 times trailing sales, far above peer multiples. That valuation captures both the upside and the risk. If Applied Digital delivers on schedule and secures high utilization at premium rates, early investors could see outsized gains. But construction delays, cost overruns, or permitting issues could quickly erode returns. The stock's sharp swings this year underline just how much speculation is embedded in today's price. 3. Poet Technologies (NASDAQ: POET) is targeting one of AI's hidden bottlenecks: the energy cost of moving data inside data centers. Its optical interposer platform uses light instead of electricity for chip-to-chip and rack-to-rack communication, aiming to cut power consumption while boosting speed… With a sub-$500 million market cap, the stock carries lottery-ticket risk/reward: meaningful upside if design wins materialize, but significant execution risk until revenues reach scale.” End quotes. ------------------------------------------------------------- Shining a Light on 5 Clean Energy ETFs as We Step Into Q4 on finance.yahoo.com Now some picks from a regular to this podcast, Aparajita Dutta. Her article is titled Shining a Light on 5 Clean Energy ETFs as We Step Into Q4 on finance.yahoo.com. It originally appeared on zacks.com. Here are a few comments by Ms. Dutta on each one of her picks. “1. iShares Global Clean Energy ETF (ICLN) This fund is the largest clean energy ETF, providing exposure to leading companies in solar, wind, and other renewable sectors worldwide. Sector-wise, renewable electricity constitutes 20.41% of this fund… [It] has surged 35.4% year to date. The fund charges 39 basis points (bps) as fees. iShares Global Clean Energy ETF (ICLN): ETF Research Reports. 2. First Trust Nasdaq Clean Edge Green Energy ETF (QCLN) This fund focuses on U.S.-listed companies involved in renewable electricity generation, energy storage, electric vehicles, and those involved in emerging clean energy technologies. Sector-wise, renewable energy equipment constitutes 20.31% and alternative electricity comprises 10.23% of this fund… [It] has soared 24.1% year to date. The fund charges 56 bps as fees. First Trust NASDAQ Clean Edge Green Energy ETF (QCLN): ETF Research Reports. 3. ALPS Clean Energy ETF (ACES) This fund offers exposure to U.S. and Canadian companies involved in the clean energy sector, including renewables and clean technology. Sector-wise, solar forms 26.81%, electric vehicles constitute 22.45%, energy management and storage comprise 15.86%, wind holds 12.22% and Hydro/Geothermal comprises 9.49% of this fund… [It] has surged 24.2% year to date. The fund charges 55 bps as fees. ALPS Clean Energy ETF (ACES): ETF Research Reports. 4. Invesco WilderHill Clean Energy ETF (PBW) This fund offers exposure to a broad range of U.S.-listed clean energy companies. Sector-wise, energy constitutes 3.78% and utilities comprise 3.78% of this fund… [It] has surged 44.7% year to date. The fund charges 65 bps as fees. Invesco WilderHill Clean Energy ETF (PBW): ETF Research Reports. 5. Fidelity Clean Energy ETF (FRNW) This fund offers exposure to companies that distribute, produce or provide technology or equipment to support the production of energy from solar, wind, hydrogen and other renewable sources. Industry-wise, Independent Power & Renewable Electricity Producers constitutes 22.54% and electric utilities comprise 8.09% of this fund… [It] has soared 42.9% year to date. The fund charges 40 bps as fees. Fidelity Clean Energy ETF (FRNW): ETF Research Reports.” End quotes. ------------------------------------------------------------- Renewable Energy Stocks To Research - on marketbeat.com The last review article is titled Renewable Energy Stocks To Research - on marketbeat.com. And it's by MarketBeat analysts. Here are some quotes on their picks. “[These] are the seven Renewable Energy stocks to watch today, according to MarketBeat's stock screener tool… [They] had the highest dollar trading volume of any Renewable Energy stocks within the last several days. 1. WEC Energy Group (WEC) WEC Energy through its subsidiaries, provides regulated natural gas and electricity, and renewable and nonregulated renewable energy services in the United States. It operates through Wisconsin, Illinois, Other States, Electric Transmission, and Non-Utility Energy Infrastructure segments. Read Our Latest Research Report on WEC. 2. Quanta Services (PWR) Quanta Services provides infrastructure solutions for the electric and gas utility, renewable energy, communications, and pipeline and energy industries in the United States, Canada, Australia, and internationally. Read Our Latest Research Report on PWR. 3. Clearway Energy (CWEN) Clearway Energy operates in the renewable energy business in the United States. The company operates through Conventional and Renewables segments. It has approximately 6,000 net MW of installed wind, solar, and energy generation projects; and approximately 2,500 net MW of natural gas-fired generation facilities. Read Our Latest Research Report on CWEN. 4. NOV (NOV) NOV Inc. designs, constructs, manufactures, and sells systems, components, and products for oil and gas drilling and production, and industrial and renewable energy sectors in the United States and internationally. Read Our Latest Research Report on NOV. 5. HA Sustainable Infrastructure Capital (HASI) HA Sustainable Infrastructure Capital, through its subsidiaries, engages in the investment of energy efficiency, renewable energy, and sustainable infrastructure markets in the United States. The company's portfolio includes equity investments, commercial and government receivables, real estate, and debt securities. Read Our Latest Research Report on HASI. 6. Gibraltar Industries (ROCK) Gibraltar Industries manufactures and provides products and services for the renewable energy, residential, agtech, and infrastructure markets in the United States and internationally. Read Our Latest Research Report on ROCK. 7. Ameresco (AMRC) Ameresco a clean technology integrator, provides a portfolio of energy efficiency and renewable energy supply solutions… It operates through U.S. Regions… Canada, Europe, Alternative Fuels, and All Other segments. Read Our Latest Research Report on AMRC.” End quotes. ------------------------------------------------------------- More articles with Sustainable Investment Picks for October 2025 from around the world. 1. Title: NBIS vs. MSFT: Which AI Infrastructure Stock is the Smarter Bet? On finance.yahoo.com. By Vaishali Doshi. 2. Title: Could This Overlooked Infrastructure Stock Be the Market's Next Multibagger? On fool.com. By Harsh Chauhan. 3. Title: HUBB, NEE, and XYL: Hidden Stock Winners in the Energy Transition on marketbeat.com. By Chris Markoch. 4. Title: Is Now the Right Moment for Enphase Stock After the Recent 6.7% Rally? on simplywall.st. By Simply Wall St. 5. Title: Green Energy Gold Rush: 5 Best Clean Energy Stocks to Buy on ts2.tech. By Marcin Frąckiewicz. ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast, “October 2025 Sustainable Stock and ETF Picks .” Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these tumultuous times! Contact me if you have any questions. Thank you for listening. My next podcast will be on November 21st. See you then. Bye for now.   © 2025 Ron Robins, Investing for the Soul

Today, we're examining a region that's rarely in the spotlight in the international energy debate, yet has enormous potential: Central Asia. Specifically five countries characterised by a long tradition of fossil fuels, but also by an abundance of sun, wind, and water: Kazakhstan, Uzbekistan, Kyrgyzstan, Tajikistan, and Turkmenistan. Are these countries already tapping into their potential for a sustainable energy future? We'll get up to speed in regards to their political strategies and investment programs driving the transformation. What are the biggest hurdles in terms of regulation, financing, and infrastructure? How important are international partnerships in making this region a key player in the global energy transition? We talk about this with Elena Metzger. About Elena Metzger Elena Metzger leads the German Energy Dialogues with Kazakhstan and Uzbekistan on behalf of the Federal Ministry for Economic Affairs and Energy (BMWE). She has been the driving force to shape the Energy Dialogues into a key platform for political and technical exchange on energy efficiency, industrial decarbonization, renewable energies, and green hydrogen. She is also team leader for Central Asia, Türkiye, and the South Caucasus in the International Cooperation Department at the German Energy Agency (dena). About the bilateral Energy Partnership Central Asia With regard to cooperating in the field of energy policy, achieving international climate goals and making climate neutrality a reality by 2045, the German Government's bilateral Energy Partnerships (EPs) have become one of its most important international energy and climate policy instruments. The growing network strengthens political dialogue on climate protection and energy system transformation between Germany and partner countries worldwide. The declared aim of this cooperation is to shape a successful global energy transition that combines security of supply, decarbonisation of industry and foreign trade promotion with effective climate protection. Today's episode is supported by Weidmüller, a specialist in electrification, automation, digitalisation, electrical connectivity and renewable energies. The family-owned company celebrates its 175th anniversary this year and is a true solar pioneer, boasting over 20 years of experience in PV. With more than 80 locations worldwide, Weidmüller markets combiner boxes, communication infrastructure and installation accessories for utility-scale and rooftop systems.

Bo Qin of BNEF joins Tom Heintzman, Vice Chair, Energy Transition and Sustainability at CIBC Capital Markets to discuss the current state of voluntary and compliance markets, the challenges they face, and the key drivers shaping the price outlook for North American and global carbon markets in 2025 and beyond. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of Energy Evolution, host Eklavya Gupte explores the growing divergence between European and US climate policies nearly a year into Donald Trump's second presidential term. As the US pivots toward fossil fuel expansion and rolls back clean energy initiatives, Europe is recalibrating its energy transition pace amid mounting concerns about economic competitiveness and affordability. The discussion features Laurent Ruseckas, executive director of gas, geopolitics and finance, and Coralie Laurencin, director of European gas, power and carbon policy, both at S&P Global Commodity Insights. They examine Europe's pushback on climate regulations, implementation challenges facing the EU's methane rules and the carbon border adjustment mechanism, and how surging US LNG supplies could strengthen transatlantic energy ties.

China sits at the heart of Indonesia's energy paradox — driving the country's ambitious shift toward renewables while remaining deeply entrenched in its coal economy. Chinese financing and technology are accelerating Indonesia's clean energy buildout, from nickel refining to electric vehicles and solar manufacturing. Yet the same Chinese firms are also behind large swathes of Indonesia's coal infrastructure, including off-grid plants that power the smelters fueling its industrial boom. Kevin Zongzhe Li, an affiliated researcher at the Asia Society Policy Institute's Center for China Analysis, explored this paradox in a recent report that also details how Jakarta is carefully positioning itself among the major powers to facilitate the transition to more sustainable energy supplies. SHOW NOTES: The Asia Society Policy Institute: Indonesia's Energy Transition: Exercising Strategic Agency in Partnership with China by Kevin Zongzhe Li JOIN THE DISCUSSION: X: @ChinaGSProject | @eric_olander | @christiangeraud Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social FOLLOW CGSP IN FRENCH & SPANISH:  French: www.projetafriquechine.com | @AfrikChine Spanish: www.chinalasamericas.com | @ChinaAmericas 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

Join Tracy McBride as she explores the power of sharing knowledge to prepare the next generation of leaders and drive meaningful change. 

In this episode of Energy Evolution, host Eklavya Gupte explores the growing divergence between European and US climate policies nearly a year into Donald Trump's second presidential term. As the US pivots toward fossil fuel expansion and rolls back clean energy initiatives, Europe is recalibrating its energy transition pace amid mounting concerns about economic competitiveness and affordability. The discussion features Laurent Ruseckas, executive director of gas, geopolitics and finance, and Coralie Laurencin, director of European gas, power and carbon policy, both at S&P Global Commodity Insights. They examine Europe's pushback on climate regulations, implementation challenges facing the EU's methane rules and the carbon border adjustment mechanism, and how surging US LNG supplies could strengthen transatlantic energy ties.

Stephen Grootes speaks to Seithati Bolipombo, Chief Commercial Officer at Mulilo, about the EU’s R230 billion pledge to support South Africa’s clean energy transition. The investment is set to boost Independent Power Producers, expand renewable energy infrastructure, and strengthen investor confidence, positioning South Africa as a key hub for sustainable energy collaboration with Europe. 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 ASX hits a new record high on the back of the Anthony Albanese - Donald Trump $13 billion deal on rare earths and critical minerals. The energy market operator says Australia’s energy transition is happening at pace. One-in-three property markets across the country now has a median value of more than $1 million. Apple’s share price surges as sales of the latest iPhone jump. Hope for an antidote to peanut allergies. Join our free daily newsletter here for your chance to win Fear & Greed merch! And don’t miss the latest episode of How Do They Afford That? - this week, “I should be further ahead by now”: tackling the comparison trap. Get the episode from APPLE, SPOTIFY, or anywhere you listen to podcasts.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

Stephen Grootes speaks to Salvador Anglada, CEO of Optasia, about the company’s plan to list on the JSE. Optasia hopes to raise about R1.3 billion to fund growth, while current shareholders will sell shares worth at least R5 billion. The offer, aimed at qualified investors, is priced between R15.50 and R19.00 a share, with final pricing to be set after demand is assessed. In other interviews, Daniel Mminele, chairperson of the B20 South Africa Energy Mix and Just Transition Task Force, spoke about how Africa can position itself as a key player in the global energy transition. Mminele shares insights on what’s needed to mobilise sustainable finance, close the cost of capital gap, and ensure the continent attracts green investment. He also highlights the importance of collaboration between business, government, and investors to drive inclusive, long-term energy solutions that balance growth with environmental responsibility. 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 Daniel Mminele, chairperson of the B20 South Africa Energy Mix and Just Transition Task Force, about how Africa can position itself as a key player in the global energy transition. Mminele shares insights on what’s needed to mobilise sustainable finance, close the cost of capital gap, and ensure the continent attracts green investment. He also highlights the importance of collaboration between business, government, and investors to drive inclusive, long-term energy solutions that balance growth with environmental responsibility. 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.

In this latest episode of the OIES Electricity Programme podcast, Dimitra Apostolopoulou speaks with Sarah Montgomery, CEO and Co-Founder of Infyos, about the critical role of energy storage in achieving net zero. Building on Sarah's recent presentation at the OIES annual Energy Transition event in June, the conversation begins with a deep dive into how […] The post OIES Podcast – Storage in the Energy Transition: Reality Check and Challenges appeared first on Oxford Institute for Energy Studies.

The transition to net-zero is a daunting challenge for any industry - but what if diverse sectors can help each other speed up progress? That's what can happen in an 'industrial cluster'. In the episode we hear from two such clusters - the Port of Antwerp-Bruges in Belgium and the Andalusia Green Hydrogen Valley in Spain - just two of the more than 35 industrial clusters around the world, supported by the World Economic Forum's Transitioning Industrial Clusters (TIC) initiative, to drive economic growth, employment and cut greenhouse gas emissions. And we speak to the head of the Mission Possible Partnership - an organisation that works to advance the energy transition in industry which also puts a strong emphasis on industry clusters or 'clean industrial hubs'. Episode page with transcript: http://wef.ch/46rZO3T Links: Transitioning Industrial Clusters: https://initiatives.weforum.org/transitioning-industrial-clusters/home Mission Possible Partnership: https://www.missionpossiblepartnership.org/ Port of Antwerp-Bruges: https://www.portofantwerpbruges.com/en Andalusia Green Hydrogen Valley: https://www.moeveglobal.com/en/businesses/commercial-clean-energies/green-hydrogen/andalusian-valley Related podcasts: How to nudge heavy industry to sustainability: the First Movers Coalition: https://www.weforum.org/podcasts/radio-davos/episodes/fmc-concrete-cement/ Can aviation ever be sustainable? Here are some paths to net zero: https://www.weforum.org/podcasts/radio-davos/episodes/aviation-day-airports-sustainable-fuel-saf/ Climate science is clearer than ever. How should companies respond?: https://www.weforum.org/podcasts/radio-davos/episodes/climate-science-policy-business-response/ Check out all our podcasts on wef.ch/podcasts: YouTube: https://www.youtube.com/@wef Radio Davos - subscribe: https://pod.link/1504682164 Meet the Leader - subscribe: https://pod.link/1534915560 Agenda Dialogues - subscribe: https://pod.link/1574956552 Join the World Economic Forum Podcast Club: https://www.facebook.com/groups/wefpodcastclub

Dan Maleski of Redshaw Advisors joins Tom Heintzman, Vice Chair, Energy Transition and Sustainability at CIBC Capital Markets, to discuss the EU Carbon Border Adjustment Mechanism (CBAM). The discussion explores recent developments to EU carbon pricing policy, CBAM's evolving implications on global trade, and what companies can do to manage increasing carbon costs. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

In 2024, we used more oil and coal than ever before. Despite the growing number of electric cars on our highways and solar panels on our rooftops, global carbon emissions continued to rise. Historian Jean-Baptiste Fressoz argues that we should forget about the term ‘energy transition' altogether. Is betting everything on innovation actually blocking real and urgent needed change? Together with journalist Jaap Tielbeke and entrepreneur Sjef Peeraer.Throughout history, energy sources have never replaced each other. They have only complemented each other, French historian of science and technology Jean-Baptiste Fressoz argues. Replacing a product with a sustainable alternative does not necessarily lead to reduced use of harmful raw materials. Electric cars are still made from steel, which requires tons of coal. Unrealistic, distant promises about future hydrogen planes only stand in the way of real changes in aviation today.Based on Fressoz's book More and More and More, we will discuss the alleged myths of the energy transition. What does this analysis mean for those working within the energy transition? And are we in our public discourse avoiding the elephant in the room – namely, degrowth?About Onder hoogspanningWill there still be 24-hour electricity from the socket in the future? Will we all soon be driving Chinese electric cars? The energy transition requires fundamental decisions, backed by significant political and economic interests. In the program series Onder hoogspanning, we bring the driving and clashing forces of the energy transition to the surface. From governments and companies to consumers: who are the players, and what are their interests? What is needed for a fair energy transition, and what does fairness actually mean?Supported by Vandebron.Moderated by Katarina Schul.Zie het privacybeleid op https://art19.com/privacy en de privacyverklaring van Californië op https://art19.com/privacy#do-not-sell-my-info.

Comments, guest ideas: theasiaclimatecapitalpodcast@gmail.comFuel your understanding of climate finance and energy transition. Join Woochong Um, CEO of the Global Energy Alliance, as he reveals how bold partnerships and innovative financing are powering global clean energy solutions. Discover real-world stories of impact, scaling technologies, and breaking down barriers to a greener future. Tune in to unlock the future of sustainable development.GEAPP REPORT: Impact Report 2025ABOUT WOOCHONG: Woochong Um is the Chief Executive Officer of the Global Energy Alliance for People and Planet (GEAPP). Following a distinguished career at the Asian Development Bank (ADB), Woochong brings a wealth of experience and expertise in sustainable development, climate financing, and strategic development to GEAPP. At GEAPP, Woochong leads the Alliance's strategy, finance mobilization and solutions to accelerate the transition to renewable energy in emerging economies, addressing a defining challenge of our time: ending energy poverty and tackling the climate crisis through a just transition to renewable energy. His appointment marks an important milestone for GEAPP's commitment to realizing greater change and opportunities to unlock green energy in Africa, Asia, Latin America, and the Caribbean to power progress and secure an inclusive, resilient future for all.FEEDBACK: Email Host | HOST, PRODUCTION, ARTWORK: Joseph Jacobelli | MUSIC: Ep0-29 The Open Goldberg Variations, Kimiko Ishizaka Ep30-50 Orchestra Gli Armonici – Tomaso Albinoni, Op.07, Concerto 04 per archi in Sol - III. Allegro. | Ep51 – Brandenburg Concerto No. 4 in G, Movement I (Allegro), BWV 1049 Kevin MacLeod. Licensed under Creative Commons: By Attribution 4.0 License

Damilola Ogunbiyi is CEO and Special Representative of the UN Secretary-General for Sustainable Energy for All. In this episode, she joins Jenn to discuss the critical connection between energy access and poverty, why 666 million people still lack electricity, and how the Global South can leapfrog to clean energy from the start rather than transition later.Useful Links:Follow Damilola on LinkedIn hereLearn more about her work hereClick here for the episode web page. This episode is also available on YouTube.For more insights straight to your inbox subscribe to the Future in Sight newsletter, and follow us on LinkedIn and Instagram This podcast is brought to you by Re:Co, a tech-powered advisory company helping private market investors pursue sustainability objectives and value creation in tandem. Produced by Chris AttawayArtwork by Harriet RichardsonMusic by Cody Martin

This evening we dive into the latest market movements with Rand Swiss, we speak to CEOs from Boxer and Calgro M3 about their respective financial results, National Treasury gives us insight into its new data exchange imitative in an effort to improve service delivery, we get an update on the Just Energy Transition from The Presidency, and BDO Wealth helps blended families better manage their finances. SAfm Market Update - Podcasts and live stream

Joanne Yawitch – Head: Just Energy Transition Project Management Unit, The Presidency SAfm Market Update - Podcasts and live stream

In this episode recorded live at our Investing in the Energy Transition event in Milan, inspiratia speaks with Luca Matrone, Global Head of Energy at Intesa Sanpaolo, about how Europe's leading lenders are navigating a rapidly changing energy market. Maya and Luca discuss the bank's global renewable strategy, the outlook for hydrogen and storage, and why Italy's regulatory framework continues to attract capital. From blended finance models to the future of SMRs, this episode explores where institutional finance meets the next wave of clean energy investment.Interested in tickets for our Munich event? Email conferences@inspiratia.com or buy them directly on our website.Reach out to us at: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratiaListen to all our episodes on Apple Podcasts, Spotify, and other providers. Music credit: NDA/Show You instrumental/Tribe of Noise©2025 inspiratia. All rights reserved.This content is protected by copyright. Please respect the author's rights and do not copy or reproduce it without permission.

Political shifts might have set back the energy transition, but large investors are betting that renewables are at the future of energy. In other news, the CMA has designated Google as having "strategic market status" in the search and search advertising markets, which means the company has such "a substantial and entrenched" position that it requires special regulations to ensure fair competition. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Demand for silver, copper, and manganese is growing to support clean technologies, and Aftermath Silver (TSX-V: AAG | OTCQX: AAGFF | FRA: FLM1) is advancing its Berenguela Project in Peru to help meet this need.Chairman & Director Michael Williams discusses the company's unique position in the metals market, recent milestones, and how current market trends are strengthening its role as an emerging polymetallic explorer. He also emphasizes the urgent need to invest in the exploration and discovery of copper and other critical minerals.With a new mineral resource estimate expected in early October, discover how Aftermath Silver is strategically located and well-positioned to meet rising global demand for critical minerals.Discover Aftermath Silver through their website: https://aftermathsilver.comWatch the full YouTube interview here: https://youtu.be/0XVJOMbOVEA?si=LlPlB2U69nuIjINOAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia

We sat down with Rachel Bryant, Deputy Editor at Public Utilities Fortnightly (PUF) and former regulatory leader at Grid X, to unpack a critical disconnect in the clean energy transition.With experience at both FERC and WAPA, Rachel shares the one narrative that policymakers and the public still don't fully grasp: the biggest challenge isn't only grid modernization—it's a growing capacity crisis. Rapid load growth from data centers and AI, combined with the pressing question of customer affordability, is reshaping the future of our grid.In this episode, we explore:Why engineers, lawyers, and policymakers must align to move progress forward.How DERs (Distributed Energy Resources) can be harmonized with today's regulatory landscape.The role of customer engagement in tackling rising costs and energy demand.Don't miss this essential conversation on what's next for the grid!

One of the main things needed to achieve net zero that is to transform how we produce and consume energy. In this podcast, CEOs of three very different companies on the front lines of the energy transition around the world assess where the energy transition is now, and what the future may look like. Speakers: Christian Bruch, CEO, Siemens Energy Andrés Gluski, CEO, AES Corporation Lei Zhang, CEO, Envision Group Co-host: Charles Bourgault manager, electricity industry, World Economic Forum Episode page with transcript: https://www.weforum.org/podcasts/radio-davos/episodes/energy-transition-electrification-siemens-aes-envision Related podcasts: Climate science is clearer than ever. How should companies respond? Getting sustainable, secure and equitable power to the people - how's the global energy transition going? Energy Transition: Amping Up or Powering Down? All Hands on Deck for the Energy Transition Check out all our podcasts on wef.ch/podcasts: YouTube: - https://www.youtube.com/@wef/podcasts Radio Davos - subscribe: https://pod.link/1504682164 Meet the Leader - subscribe: https://pod.link/1534915560 Agenda Dialogues - subscribe: https://pod.link/1574956552 Join the World Economic Forum Podcast Club: https://www.facebook.com/groups/wefpodcastclub

China has far surpassed the West to become the undisputed global leader in the energy transition.

In this episode, Gerard Reid, Laurent Segalen and Michael Barnard dug into the technologies and narratives that keep surfacing in discussions about the energy transition, but which continue to underdeliver when you scrutinize the economics and engineering realities.Carbon capture and direct air capture remain heavily subsidy-driven, often costing more to operate than the value of the CO₂ they sequester. The dilution of carbon in the atmosphere makes the whole proposition profoundly inefficient, and while there are niche opportunities where high-purity CO₂ streams are adjacent to storage infrastructure, those remain exceptions. Enhanced oil recovery is the only space where the numbers truly add up, which means the public ends up footing the bill for most other applications. Even regulatory pushes, such as Germany's, can't overcome the fundamental cost and scalability barriers. Hydrogen suffers from a parallel set of problems. The sector's viability as a broad energy carrier depends on hitting a production cost of around $1 per kilogram, but real-world projects are stuck closer to $8 per kilogram. That gap has led to a string of cancellations from heavy hitters like BP, Exxon, and Air Products. Despite the hype around green hydrogen, the underlying assumptions never matched the physics or the economics. Battery electrification has emerged as the far more effective pathway for most transport, leaving hydrogen to fight for narrow industrial niches while its infrastructure and fuel cell supply chains lag behind.Nuclear energy is facing its own reckoning. The pivot toward small modular reactors was meant to revive the industry with faster, cheaper, more scalable deployment, but the reality looks different. Project sizes have crept upward, wiping out the “modular” advantage, and costs are trending well above $200 per megawatt-hour—hardly competitive. Ontario's flagship SMR project is already slipping years past its promised delivery, and there's little to suggest Wright's Law cost declines will appear in a sector defined by bespoke builds and long lead times. Investors may find opportunities in the extended development cycles, but the contribution to near-term decarbonization remains negligible.Fusion is another seductive technology that continues to consume enormous sums of capital without altering the climate trajectory. ITER alone is 30 years behind schedule and twenty times over budget, aiming only for a five-minute sustained reaction by 2040—without generating electricity. Private startups are raising capital but remain decades away from surmounting fundamental engineering barriers. I've said before that fusion may eventually matter for space exploration, but it's irrelevant for terrestrial energy in this century. Still, as a scientific project, it's worth continuing—but policymakers must not confuse it with a climate solution.Biofuels offer a more mixed picture. First-generation projects like corn ethanol were both environmentally and economically flawed, but second- and third-generation fuels derived from waste streams are showing promise. These have a real role to play in hard-to-electrify domains like aviation and maritime shipping. However, they're not a replacement for direct electrification on the ground. European policy still reflects caution due to food-versus-fuel concerns, but as technologies improve, biofuels can carve out a targeted and pragmatic role.We also touched on the politics and market dynamics of offshore wind and ESG. Offshore wind in the U.S. continues to face transmission bottlenecks, fragmented policy, and outright political hostility, leading to cancelled and delayed projects. Meanwhile, Europe's integrated approach in the North Sea demonstrates what's possible with coordinated policy. On ESG, we acknowledged the criticisms around greenwashing and governance metrics that often make little sense. Yet, even through the noise, investment flows tell a real story: fossil fuel funding is down 25%, and corporate decarbonization continues, even if much of it is “green hushed.” Governance frameworks are evolving, with multi-stakeholder models like B Corps pointing toward a fundamental redefinition of fiduciary responsibility.Taken together, these discussions reinforce a central theme: the energy transition isn't about wishful thinking or fashionable narratives. It's about hard economics, engineering constraints, and political realities. Technologies like carbon capture, hydrogen, SMRs, and fusion may attract attention and capital, but their roles are narrow at best and distractions at worst. The real work is in scaling what actually delivers—electrification, renewables, smarter grids, and targeted complementary solutions like advanced biofuels.

With federal funding being pulled back, leaders of Pennsylvania’s top labor unions push state policy to deliver clean energy jobs. --- For generations, union members have mined Pennsylvania’s coal, run its power plants, and built its energy infrastructure, helping make the state a top fossil fuel producer and electricity exporter. Now, renewable energy offers the promise of growth, but questions remain about the long-term jobs it will provide. In 2024, the Pennsylvania AFL-CIO and the Building and Construction Trades Council formed Union Energy, with support from the Climate Jobs National Resource Center. The coalition was launched to leverage the Inflation Reduction Act to ensure new clean energy investment creates good-paying union jobs and broad community benefits. But with federal funding now being pulled back, state policy is now central. In Pennsylvania, where clean energy targets haven’t been updated in two decades, Governor Josh Shapiro has proposed a “Lightning Plan” with new standards, a cap-and-invest program, and streamlined permitting. Union Energy wants to help shape what comes next. On the podcast, Union Energy’s leaders — Angela Ferritto, president of the Pennsylvania AFL-CIO, and Robert Bair, president of the Pennsylvania Building Trades — discuss the impact of recent policy shifts on their members, policies to expand clean energy with strong labor standards, and their vision for Pennsylvania’s energy future. Related Content: Bringing Fusion Energy to the Grid: Challenges and Pathways https://kleinmanenergy.upenn.edu/research/publications/bringing-fusion-energy-to-the-grid-challenges-and-pathways/ Navigating Tensions in Just Energy Transitions https://kleinmanenergy.upenn.edu/research/publications/navigating-tensions-in-just-energy-transitions/ U.S.-China Competition in the Age of Trump’s Energy Law https://kleinmanenergy.upenn.edu/commentary/podcast/u-s-china-competition-in-the-age-of-trumps-energy-law/ Energy Policy Now is produced by The Kleinman Center for Energy Policy at the University of Pennsylvania. For all things energy policy, visit kleinmanenergy.upenn.edu. See omnystudio.com/listener for privacy information.

“In the next 25 years, the world will need more copper than in all of human history.”Amendment - I said 3.2 billion kg of copper in opening question, I should have said 320 million kg. In this episode, journalist and author Vince Beiser returns to the podcast to discuss his book Power Metal, a sobering look at the metals that make modern civilization possible — and the extraordinary cost of extracting them.We cover the story of copper — the wire of empire. Beiser reveals why humanity will need more copper in the next 25 years than we've used in all of history, and how that quest is reshaping geopolitics, the environment, and our very ideas of progress. From Chile's drought-stricken Atacama mines to the e-waste yards of Lagos, Nigeria, we follow the real people and places behind our “clean-energy” future — and the dirty truths that power it.We also unpack the rise of deep-sea mining, the billionaires behind it, and the tensions between state power, corporate ambition, and the planet's limits. Along the way we meet Robert Friedland, Gerard Barron, Dan Gertler, and a cast of characters who prove that the world still runs on digging — and that the future will too.If you liked The World in a Grain or stories about how our material world shapes our moral one, this conversation will hit home.Topics: Resource wars, clean-tech paradox, deep-sea mining, copper shortage, China's industrial strategy, EV economics, and how to reduce demand without going backwards. Guest: Vince Beiser - author of Power Metal and The World in a Grain Subscribe to his newsletter Power Metal SubstackThe World In A Grain (Vince's First Appearance on The Curious Worldview in 2021) - https://open.spotify.com/episode/7rf8QskOPtzvp2g8tm3lMk?si=zxA1ycpKRViBFt5S3XTCLgTimestamps.00:00 – Intro: Vince Beiser & Power Metal 02:00 – Chile's Copper Boom & the Atacama Water Crisis 07:00 – Congo's Cobalt, U.S. Retreat, and Copper Geography 10:00 – The No-Free-Lunch of the Green Transition 12:30 – Lagos E-Waste Recyclers & the Hidden Cost of Recycling 19:10 – Deep-Sea Mining and the Billionaires Behind It 23:00 – The UN vs Trump: Who Owns the Ocean Floor? 33:00 – Robert Friedland, Steve Jobs & Congo's Mining Empire 41:00 – Corruption, Crony Capitalism & Dan Gertler 47:00 – Commodity Volatility and State Intervention 52:00 – China's Industrial Patience vs Western Myopia 55:00 – Rethinking Cars, Cities & Demand Reduction 58:00 – The Future of Resources — and Civilization Itself

Joe McMullen, Oil and Gas Energy Transition Marketing Director, AVEVA, sat down with Hydrocarbon Processing to discuss various aspects of the energy transition, including what companies can do to prepare for it, how digital technologies are propelling decarbonization efforts forward and how organizations can future-proof their operations.

Joe McMullen, Oil and Gas Energy Transition Marketing Director, AVEVA, sat down with Hydrocarbon Processing to discuss various aspects of the energy transition, including what companies can do to prepare for it, how digital technologies are propelling decarbonization efforts forward and how organizations can future-proof their operations.

In this episode, we chat with Joachim Braun, Global Division President, Process Industries, at ABB, to explore the future of copper mining and its critical role in the global energy transition. With copper demand forecast to significantly outpace supply by 2035, the mining industry faces both enormous opportunity and intense pressure. We discuss how companies are adapting strategies, the sector's responsibility for global emissions, and the path to net zero. Joachim shares insights from ABB's research with 400+ mining leaders, highlighting barriers to progress, the importance of incremental innovation, and where miners can seize low-hanging fruit to drive real impact. From aligning production with sustainability to building future-ready operations, this conversation unpacks the strategies that will define the next generation of copper mining. KEY TAKEAWAYS Copper demand is forecasted to significantly outpace supply by 2035, driven by the energy transition and decarbonisation efforts, requiring the industry to accelerate the development of new deposits and increase extraction from existing assets. The sector's biggest sustainability challenge comes from extraction processes, primarily fuel-powered mining vehicles, which can be electrified with commercially viable solutions that also offer better performance, higher speed, and increased throughput. The most effective strategy for aligning production and sustainability goals involves incremental innovation, such as replacing diesel gensets with solar panels over time, rather than a "big bang" implementation, as this is more suited to the industry's long asset lifecycles and risk-averse mindset. Future-ready copper mining operations will be defined by full end-to-end electrification and digital integration, allowing for remote operation centres, predictive maintenance, and integrated planning BEST MOMENTS "The good news is that there are solutions, not only available, but becoming even more and more commercially viable without any legislative interventions into the market." "The challenge is that the lead time to develop copper deposits is incredibly long. It is longer than most legislators would imagine." "The worst thing what could happen is that with the aim of decarbonisation you basically end up with production losses, loss of competitiveness... whoever has the most efficient way of producing is basically winning the race." "If you bring this together, you already get a lot of benefits without really changing the way you operate, without massive investments." VALUABLE RESOURCES Mail:        ⁠rob@mining-international.org⁠ LinkedIn: ⁠https://www.linkedin.com/in/rob-tyson-3a26a68/⁠ X:              ⁠https://twitter.com/MiningRobTyson⁠  YouTube: ⁠https://www.youtube.com/c/DigDeepTheMiningPodcast⁠  Web:        ⁠http://www.mining-international.org⁠ GUEST SOCIALS  https://www.linkedin.com/in/joachim-braun-ba59654/  https://www.linkedin.com/showcase/abb-process-automation/  https://www.youtube.com/abbmining CONTACT METHOD ⁠rob@mining-international.org⁠ ⁠https://www.linkedin.com/in/rob-tyson-3a26a68/⁠ Podcast Description Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people's experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics.  This Podcast has been brought to you by Disruptive Media. https://disruptivemedia.co.uk/

A fun, fast-paced, skeptics tour through some of the most talked-about emerging energy technologies. From enhanced geothermal systems to thermal batteries, balcony solar, flying cars, and yes, even space-based solar power – David, Sara, and Ed dig into what's real, what's hype, and what might actually move the needle on decarbonization. (00:00) - Cold open(02:08) - Small modular nuclear reactors(09:14) - E-bikes(15:46) - Balcony solar(22:13) - Fusion(28:33) - Thermal batteries(34:56) - Enhanced geothermal(42:04) - Carbon capture and storage capacity(43:19) - Space solar(45:07) - Flying carsA huge thanks to all the listeners who submitted suggestions for this episode!Show Notes & ReferencesAbout Your Co-HostsDavid Keith is Professor and Founding Faculty Director, Climate Systems Engineering Initiative at the University of Chicago. He is the founder of Carbon Engineering and was formerly a professor at Harvard University and the University of Calgary. He splits his time between Canmore and Chicago.Sara Hastings-Simon studies energy transitions at the intersection of policy, business, and technology. She's a policy wonk, a physicist turned management consultant, and a professor at the University of Calgary and Director of the Master of Science in Sustainable Energy Development.Ed Whittingham is a clean energy policy/finance professional specializing in renewable electricity generation and transmission, carbon capture, carbon removal and low carbon transportation. He is a Public Policy Forum fellow and formerly the executive director of the Pembina Institute, a national clean energy think tank.Send us a text (if you'd like a response, please include your email)Produced by Amit Tandon & Bespoke Podcasts ___Energy vs Climate Podcastwww.energyvsclimate.com Contact us at info@energyvsclimate.com Bluesky | YouTube | LinkedIn | X/Twitter

Abigail Sawyer and Quinn Nakayama, senior director of Grid Innovation and Development for Pacific Gas &Electric, discuss the role of innovation and partnerships in solving California problems that include load-shifting, load management and utility undergrounding. Recorded live at PG&E's Innovation Pitch Fest 2025 in Oakland.

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Become a paid subscriber to our newsletter/podcast, The Climate Weekly, to help support this show! It's fun. All the cool kids are doing it! This is an episode that fundamentally challenges the way I've thought about tackling climate change. I've always understood the history of energy as a history of transition. We went from burning a lot of wood to then burning a lot of coal, then moving from coal to mostly oil, then oil plus gas. But our guest today, Jean-Baptiste Fressoz, says that thinking is totally wrong. Instead of undergoing a series of energy transitions, where one form of energy largely replaces the other, history shows much more addition to substraction. The result: we keep burning and consuming more and more and more of everything. He argues the very idea of transition is a lie. Jean-Baptiste Fressoz is a historian of science and technology. In his new book, More and More and More: An All-Consuming History of Energy, he argues not that an energy transition is impossible, but that we simply have never seen anything like it before. He notes that the relationship between different forms of energy is based on symbiosis, not competition, and as. a result greater consumption of all energy has just led to more of everything being used. So how did the idea of the energy transition take hold? Why is it still a salient concept in public energy discourse today? Jean-Baptiste explains. We also discuss how the fossil fuel industry has taken hold of this concept and used it to slow down action on climate change. Jean-Baptiste Fressoz is a historian of science and technology at the Centre National de la Recherche Scientifique. He is the author of The Happy Apocalypse and The Shock of the Anthropocene. Read More and More and More. Please consider becoming a paid subscriber to our newsletter/podcast, The Climate Weekly, to help support this show. Your contributions will make the continuation of this show possible.  Our music is "Gotta Get Up" by The Passion Hifi, check out his music at thepassionhifi.com. Rate, review and subscribe to this podcast on iTunes, Spotify, and more! Subscribe to our YouTube channel.  

Infrastructure investing is no longer a niche play — it's at the center of today's global economy and portfolios. In this episode of The Bid, we dive into why infrastructure investing is having a moment, how it connects to AI, and what megaforces are shaping the next decade of growth.Host Oscar Pulido sits down with Balfe Morrison, Head of Listed Infrastructure Strategies, to explore the golden age of infrastructure investing. From data centers powering artificial intelligence to pipelines driving energy security and railroads transforming transportation, infrastructure is proving to be one of the most durable and exciting asset classes in capital markets today.Sources: FTSE Russell as at 29 August 2025, FTSE Global Core Infrastructure 50/50 Index; U.S. Department of Energy report via Lawrence Berkeley National Laboratory Dec 2024; “Data Centers Drive Up Electricity Demand, Causing Concern for GridOperators” Institute for Energy Research 2024; “Greenhouse Gas Emissions from the Coming Wave of US Natural Gas Transmission Pipelines”, June 2025, CEEA; Assessing the U.S. Power System's Ability to Support Data Center Growth, Schneider Electric June 2025; Amazon Q2 2025 Earnings Call;

Despite the US adding 4.3 gigawatts of solar manufacturing capacity in Q2, there were no additions to the upstream components of polysilicon wafer and cell manufacturing. As gas prices continue to rise and the demand for alternative power supplies grows, get a detailed look at what big names in energy are doing to get over the hurdles. On her second day at RE+ in Las Vegas, Sylvia Leyva Martinez, Research Director at Wood Mackenzie, explores the trajectory of solar and storage. Alongside industry experts, this episode of Interchange Recharged discusses the exciting yet challenging future of solar energy and energy storage amidst changing policy landscapes and growing demand. Sylvia and her guests explore and explain the dynamics of solar capacity, regulatory and financial challenges such as One Big Beautiful Bill (OB3) accelerating the phase-down of key tax credits, and emerging technologies fueling the renewable energy sector. This episode includes an exclusive excerpt from Sylvia's presentation with the Solar Energy Industries Association (SEIA). She discusses energy policy uncertainty, market saturation in the solar energy industry, and manufacturing hurdles in the renewable energy space. Featured guests in this episode of Interchange Recharged: · Sean Gallagher, Senior Vice President of Policy at SEIA · Steven Munson, Valuation and Tax Credit Advisor for Energy Transition at CohnReznik In this episode, Sylvia and her guests discuss: The State of Solar Energy and Storage - Sean discusses why solar and energy storage are crucial for power demands in the coming years, emphasizing their role in new energy infrastructures. Impact of Policy Changes - Sean and Sylvia explore the effects of recent legislative changes, including the projected decline in solar installations post-2027, and how peak chaos impacts the industry. Investor Perspectives and Valuations - Steven shares insights on current investor sentiments, valuation challenges, and trends in renewable energy financing. Technological Advancements – The guests discuss strategies to improve efficiencies in solar modules, automated permitting, and innovations aiming to lower costs. Looking Into the Future – Sylvia and her guests explore potential long-term effects of emerging technologies like AI on power markets and the need to adapt quickly to policy updates. Interchange Recharged explores clean tech, green finance and energy innovation, the three lanes on the road to a successful global energy transition. At the intersection of these lanes is a place where ideas on finance, technology and policy are shared and debated. Sylvia Leyva Martinez, Research Director at Wood Mackenzie, and her guests bring you data and forecasts on clean technology, climate change, and offer predictions on the build out of utility-scale projects and the future of green finance.  Check out another leading clean tech global podcast by Wood Mackenzie, Energy Gang, at woodmac.com/podcasts/the-energy-gang  Wood Mackenzie is the leading global data and analytics solutions provider for renewables, energy and natural resources. Learn more about Wood Mackenzie on the official website: https://www.woodmac.com/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.