Podcasts about Energy transition

Battery technology lies at the core of the global energy transition, but managing and optimizing battery systems has become a highly specialized discipline. ACCURE is a cutting-edge startup that is redefining how batteries are monitored and operated.Using artificial intelligence, advanced sensors, and deep electrochemical expertise, ACCURE has established itself in the field of predictive battery analytics. The company currently supports over 6 gigawatt-hours of battery systems across various sectors including electric vehicles, grid-scale energy storage, marine applications, and insurance.In this episode, Gerard and Laurent are joined by Dr. Kai-Philipp Kairies, CEO and co-founder of ACCURE, to explore How cloud-based analytics are driving advancements in battery safety, performance, and longevity.The conversation delves into the electrochemical processes occurring inside batteries and how sensors provide critical insights. We also examine the role of Battery Management Systems (BMS) and Energy Management Systems (EMS) as the digital infrastructure of battery operation and how predictive analytics represents a new category of operational capability for battery fleets.From early warning systems that prevent thermal runaway to precise lifetime predictions that influence asset financing, ACCURE demonstrates how data-driven insights can transform battery systems into safer, more efficient, and more profitable energy assets.Laurent and Gerard enjoy having dynamic start-ups on the show, that foster the Energy Transition.

Deep down we are all know that innovation isn't just a buzzword; it's really a matter of long-term survival. It is getting increasingly difficult to argue against the idea that the speed of change keeps accelerating and we now live in a world where what was science fiction only 20 years ago could soon become the norm. For instance, who would have guessed that the majority of our growing energy needs are going to be almost entirely met my novel green production methods within the next twenty-five years, perhaps even including scaled up nuclear fusion within the mix? Who would have imagined that commercial exploitation of space would become ever more economically viable, including the possibility of space-based manufacturing and even lunar habitation? In such an environment a failure to innovate means that not only will your company stagnate over time, but better-run, more innovative competitors might take an unassailable lead over you. If innovation is imperative this begs the question of whether there is a way of bottling up and distilling what the most innovative companies do, so we can try to be more like them. That's what this Special Episode is all about. For one, does an innovation mindset or methodology exist? And more importantly, can we capture it, codify it, and embed it throughout large and complex organisations? To explore this and the major upcoming engineering, technological, financial and intellectual challenges of the next two decades, I'm joined today by a stellar line-up of guests from Beazley and wider industry. We'll hear from Adrian Cox, Beazley's CEO, Neil Kempston, its Head of Incubation Underwriting and Denis Bensoussan, Head of Space. I also talk to Rob Grant, Managing Director at Pollination, a specialist advisor and investor in the energy transition who is here to give us an external perspective. It's an exciting time to be at the forefront of this change, helping to unlock investment and build a more sustainable future. I don't know about you, but I have ended this process in a much more optimistic frame of mind than I began it. I hope you too have been able to take some inspiration and comfort from this investigation. LINKS: Here's a link to further reading on the Energy Transition from the team at Beazley: https://www.beazley.com/en-US/news-and-events/spotlight-on-environmental-climate-risk-2025/powering-progress/  

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.

The energy transition bears risks but also brings opportunities for investors. That insight drove the conversation led by Jayen Veerapen, Senior Advisor with the BMO Climate Institute, with Pooja Khosla, CEO of Entelligent, a developer of analytical tools to help the financial industry understand the future impact of climate change and energy transition. Also joining to discuss BMO's collaboration with Entelligent was Fabrice Tenga, Managing Director and Head of Equity Derivatives Financial Engineering, BMO Capital Markets.   “Every company is either a producer of energy or a user of energy. So, energy transition, yes, it impacts power companies, utility companies, but it also impacts technology companies that have a strong demand or use that energy component. It also impacts strongly the finance sector, because the funding of these companies is coming from the finance sector. So, we live in a very interconnected ecosystem of energy,” said Khosla.

Energy, trade, technology and the green transition – the biggest questions in the oil and gas world converge this week at the 41st annual Asia Pacific Petroleum Conference or APPEC right here in Singapore. Hosted by S&P Global Commodity Insights, APPEC features over 200 industry leading speakers, and is said to deliver unparalleled insights into the future of the global energy landscape. MONEY FM is in the thick of it all, as Money Matters’ finance presenter Chua Tian Tian brings you a series of “On the Go” Under the Radar Specials from our on-site booth with key leaders driving conversations ranging from Southeast Asia’s energy transition, to the forces shaping oil prices, global shipping and supply chains. In the second of three interviews, she spoke with Atul Arya, Chief Energy Strategist of S&P Global Commodity Insights , who gave an overview of the energy transition and net zero efforts in the global industry and the marketplace. The duo also talked about what the energy mix will look like by the end of the decade, and whether the widespread use of nuclear power for data centres can be a reality.See omnystudio.com/listener for privacy information.

Trump’s One Big Beautiful Bill Act reorients U.S. energy policy, redefining its rivalry with China and the global transition. --- Once, climate and clean energy were common ground between the United States and China, most notably in the lead-up to the 2015 Paris Agreement. In the years since, cooperation has given way to competition. China has emerged as the global leader in clean energy manufacturing, while the U.S.—under the Biden administration—moved to catch up through the Inflation Reduction Act. Now, President Trump’s One Big Beautiful Bill Act has set a very different course. The law rolls back many clean energy incentives, puts new emphasis on fossil fuels and emerging technologies like advanced nuclear and certain hydrogen sources, and sharpens trade and supply chain tensions with China through expanded tariffs and Foreign Entity of Concern restrictions. What does this shift mean for U.S.–China relations, American competitiveness, and the global energy transition? Scott Moore, director of China programs and strategic initiatives at the University of Pennsylvania, joins Energy Policy Now to unpack the stakes. A leading expert on U.S.–China relations, Moore offers perspective on how Trump’s policies could reshape the balance of power between the world’s two largest economies. Scott Moore is Practice Professor of Political Science, and Director of China Programs and Strategic Initiatives, at the University of Pennsylvania. Related Content Climate Action in the Age of Great Power Rivalry: What Geopolitics Means for the Climate https://kleinmanenergy.upenn.edu/research/publications/climate-action-in-the-age-of-great-power-rivalry-what-geopolitics-means-for-the-climate/ Mitigating Climate Change Through Green Investments https://kleinmanenergy.upenn.edu/research/publications/mitigating-climate-change-through-green-investments/ 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.

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

Roman Dubczak, Deputy Chair of CIBC Capital Markets, joins Tom Heintzman, Vice Chair, Energy Transition and Sustainability, to discuss how the business landscape for sustainability is evolving, how companies are recalibrating the conversation, and the emerging opportunities for a sustainable, low-carbon future.

The U.S. electric grid is under historic pressure. Record-breaking demand from electrification, AI, and data centers is colliding with extreme weather and aging infrastructure, while policy fights and project cancellations stall the very transmission projects needed to strengthen reliability. For utility leaders, the question isn't if these stresses will hit home — it's how quickly and how prepared they'll be when they do. In this episode of Power Perspectives Podcast, host Jason Price and producer Matt Chester sit down with Christina Hayes, Executive Director of Americans for a Clean Energy Grid, to unpack why transmission is the backbone of the energy transition — and why utilities can't afford to ignore it. Christina shares insights from ACEG's latest research and publications, breaks down the permitting roadblocks, and offers practical guidance on what CEOs and decision-makers must know to navigate this make-or-break moment for the grid. Key Links Sign up for the Energy Central Daily Newsletter: energycentral.beehiiv.com/subscribe Energy Central Post for this episode: https://www.energycentral.com/podcasts/post/why-transmission-could-save-or-sink-the-energy-transition-91bMwgXGfiaqbmF Video version on YouTube: https://youtu.be/XUCjBs16qNI Ask a Question to Our Future Guests: Do you have a burning question for the utility executives and energy industry thought leaders that we feature each week on Power Perspectives? Leave us a message here for your chance to be featured in an upcoming episode: www.speakpipe.com/EnergyCentralPodcast Fewer New Miles: Strategic Industries Held Back by Slow Pace of Transmission: https://cleanenergygrid.org/wp-content/uploads/2025/07/ACEG_Grid-Strategies_Fewer-New-Miles-2025_Rev-1.pdf Large-Scale Transmission Deployment Saves Consumers Money: https://cleanenergygrid.org/wp-content/uploads/2025/06/GS_Transmission-Deployment-Saves-Consumers-Money_vf.pdf Resource Adequacy Value Of Interregional Transmission: https://cleanenergygrid.org/wp-content/uploads/2025/06/250610_RAValueInterregionalTx_Corrections.pdf

In this episode of the All Things Sustainable podcast we're talking with Rebecca Mikula-Wright, CEO of the Asia Investor Group on Climate Change (AIGCC) and the Investor Group on Climate Change (IGCC). The networks represent trillions of dollars of assets under management globally. AIGCC is a network of institutional investors in Asia focused on mitigating climate risks and seizing net-zero opportunities. Its parent organization is IGCC, a network for Australian and New Zealand investors to understand and respond to the risks and opportunities of climate change.   Rebecca explains how members across both networks are evolving their approaches to climate, nature and the energy transition.   "We do see this continued support for the transition because investors have done the work. They've been assessing their portfolios. They understand that climate risk is investment risk,” she tells us.  Rebecca discusses how mandatory climate disclosure in markets like Australia and New Zealand are changing the landscape. And she talks about the importance of policy and regulation, which she calls the “biggest game-changer” when it comes to increasing the pace of decarbonization.   The All Things Sustainable podcast from S&P Global will be an official media partner of The Nest Climate Campus during Climate Week NYC. Register free to attend here.   Read a report S&P Global Sustainable1 coauthored with GIC on Integrating climate adaptation into physical risk models: https://www.spglobal.com/sustainable1/en/insights/blogs/integrating-climate-adaptation-into-physical-risk-models   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. 

During Climate Week, PorterShed will host the launch of Energy West, a new initiative dedicated to sparking a just and inclusive energy transition in the West of Ireland. Energy West brings people, ideas, and influence together to empower communities, shape bold policy, and strengthen energy resilience through collaboration and action. From Galway's Atlantic Edge to the World: Energy West Launches to Pioneer Inclusive Clean Energy Futures Its mission is clear: to amplify local voices, unlock the region's power to lead in clean energy innovation, and ensure the transition delivers both prosperity and fairness. The vision is for the West of Ireland to become a global beacon for clean energy, where community, innovation, and policy align to create a more sustainable future, a place rooted in local strength and reaching toward global leadership. Energy West brings together leading voices from science, business, policy, and community to turn this vision into collective impact. Dr James Glynn, PhD, Founder and CEO of Energy Systems Modelling Analytics and chair of Energy West, said, "Traditional economic planning often underestimates energy's role; the truth is that energy fuels nearly half of our prosperity. Energy West is a catalyst to ignite ambition and long-term strategic planning in the West of Ireland. From young to old, community to industry, Energy West is a forum for coordinating a shared vision for a thriving, caring future, harnessing our region's abundant clean energy to prosper within Earth's limits." Speaking ahead of the launch, Dara Ó Maoildhia Cathaoirlech and co-founder of the Aran Islands Energy Cooperative, said: "Energy West will be a coordinating and supportive body for all energy transition initiatives in Galway and further afield. If Energy West takes a bottom-up approach, we can energise citizens in their local communities to get involved and use the energy transition as an opportunity for local empowerment. Galway is already an exciting place to be, full of green initiatives. Energy West can drive this forward." The launch will take place in PorterShed a Dó on Market Street. Hosting the event reflects PorterShed's role as a convenor of high-impact communities. "Supporting Energy West is a natural fit for PorterShed," said Yvonne Comer, Senior Innovation Catalyst. "It's about unlocking the West's potential to create high-impact, sustainable jobs, which is PorterShed's wider mission. By anchoring this work in Galway, we're laying the foundations for a new hub in renewables, one that can attract investment, support innovation, and deliver real value to communities across the region." The launch programme includes keynote talks, a panel featuring experts from business, research, and community, and an open town hall discussion on the role of Galway and the West in shaping Ireland's energy future. Event Details: Energy West Launch Date: Wednesday, 10 September 2025 Time: 4:00pm - 6:00pm Location: PorterShed 2, Market Street, Galway, H91 TCX3 Register now through the PorterShed website Here For more information, please contact: Nigel Moran nigel@portershed.com More about the Portershed The Galway City Innovation District was set up in 2015 with the aim of transforming Galway into a tech hub where all sorts of start-up ideas could be brought to life. At the same time, it became clear that multinational companies looking to Ireland needed somewhere on the west coast they could be based as a landing place. The PorterShed was the brainchild of the co-founders, originally established in May 2016, and the rate of innovation in Galway has increased significantly as a result. The very first building was based behind Ceannt Station in Galway city, and two more buildings followed thereafter - PorterShed a hAon at Bowling Green, and PorterShed a Do on Market Street. The PorterShed has hosted many amazing companies - both indigenous and multinational - over the years, and we are focused on creating high-value sustainable ...

Hydrogen just took a real step forward in steel. Utility Global and ArcelorMittal Brazil are collaborating on a first-of-its-kind commercial project at the Juiz de Fora plant: taking blast-furnace gas straight into Utility's H2Gen reactor to produce hydrogen and concentrate CO₂—inside an existing steelmaking footprint.In this episode, host Paul Rodden talks with Parker Meeks, President & CEO of Utility Global, about:Why steel is so hard to decarbonize—and why retrofits matterHow H2Gen handles variable, dilute blast-furnace gas and still delivers H₂The jump from ~18% CO₂ in off-gas to ~70% CO₂ at a single capture pointModular scaling from 3–15 tpd to 60–250+ tpdEconomics (targeting sub-$3/kg H₂ at scale), supply chains, and policy riskWhat this milestone signals for heavy industry and global hydrogen markets

In this episode, we speak to Paul Weibel, CEO of 5E Advanced Materials, the company advancing the Fort Cady boron project in California. We'll explore Paul's path into mining and the leadership lessons he's carried to the C-suite; get a clear update on Fort Cady's status and key takeaways from the recent Preliminary Feasibility Study; and dig into why boron matters, its market size, the industries driving demand, and what that means for U.S. supply. KEY TAKEAWAYS 5E Advanced Materials focuses on boron extraction from a unique culminate deposit in California, which is the only one of its kind in the U.S. The company has been mining at a pilot scale for 20 months and is preparing for commercial production. Boron is critical for various applications, including glass production, ceramics, and advanced materials like boron carbide used in armour. The market for boron is expected to grow at an average rate of 5-6% annually The company is pursuing project debt financing as a primary means to fund its operations, targeting a $285 million facility from the U.S. Export-Import Bank The U.S. boron supply chain faces challenges due to tariffs and geopolitical dynamics, which have affected pricing and availability BEST MOMENTS "Boron is the fifth element on the periodic table. It has very unique chemical properties... it basically is critical to life as we know it." "This market is growing... on a weighted average basis, that market's growing at about 8%. This diversification is a bit of an insulator to low growth." "There's a ton of upside in this market. It's an oligopoly structure... the second largest producer is not around forever. They have a very defined mine life." "We want to get that agency debt... the USGS critical mineral list is basically the main policy form that gets cheaper agency financing available." 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  Ph # - +1 442-221-0225 Email - hello@5eadvancedmaterials.com https://x.com/5EAMaterials https://www.facebook.com/5EAdvancedMaterialsInc/ https://www.youtube.com/playlist?list=PLtaY2C7EDECuT_RRqDC-pIVcqcKO1tAQd https://www.5eadvancedmaterials.com/⁠ ⁠https://www.linkedin.com/company/5e-advanced-materials-inc 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/

Partner Geoff Petersen joins us fresh from the ACCC/AER Regulatory Conference with the latest on regulating infrastructure, the energy transition, competition and innovation. Plus the Government's Economic Reform Roundtable; a second leasehold on the ACCC's acquisitions register earns a new frequently asked question; more casualties at the US antitrust agencies; and what even is a notification waiver? All this and Sudanese cinema with co-hosts Moya Dodd and Matt Rubinstein of The Competitive Edge podcast. [Links] Breaking news: Treasury has released its draft Notification Waiver form for consultation. G+T's analysis compares the draft form to the short-form notification form. Allegedly former FTC Commissioner Rebecca Slaughter is back at work for now after the DC Circuit Court of Appeals found 2-1 that the administration had no likelihood of success. Links: The first episode of "Conference 27" on YouTube Khartoum Offside on Kanopy G+T on Lease Agreements on the Acquisitions Register We've all been saying "Passiona" wrong Former Principal Deputy Assistant Attorney General Roger Alford on the DOJ and the HP-Juniper merger Product placement in the Top Gun movies G+T on safeguarding our energy supply Meet the Gilbert + Tobin Competition, Consumer + Market Regulation team Email us at edge@gtlaw.com.au Support the show: https://www.gtlaw.com.au/See omnystudio.com/listener for privacy information.

The latest episode of People in Power features a conversation with Arne Olson, a principal at Energy and Environmental Economics, or E3. This episode was recorded in front of a live audience on Aug. 22 at NewsData's 2025 Western Energy Summit in Boise, Idaho. CEM Managing Editor Jason Fordney and Associate and Southwest Editor Abigail Sawyer discussed a broad range of topics with Arne, including resource-adequacy concerns in the West; future loss of load; generation adequacy in the Northwest; Western markets versus Eastern RTOs; lithium-ion batteries; and other interesting items.

Three wise men met and discussed the Seven Sins of The Energy Transition. Laurent, Gerard and Michael dissect seven sectors that have captured attention, investments and public money and are at best dead ends, at worst disasters waiting to happen.Greed — “Subsidy Mining in a Lab Coat” (Carbon Capture & Direct Air Capture)A capital-intensive detour that soaks up public money while delivering trivial abatement at extreme cost, great PR for incumbents, weak climate math. Gluttony — “Three Kilowatt-Hours to Move One” (Hydrogen-for-Energy)An energy-wasting appetite: make H₂ with clean power, then throw most of that power away moving, compressing, liquefying, and reconverting it—useful only in narrow industrial niches. Sloth — “Always ‘On Time' by 2040” (Small Modular Reactors)Perma-prototype promises that stay years late and dollars short while wind, solar, and storage deploy at scale now. Pride — “We Will Bottle the Sun” (Fusion Salvationism)Technological hubris as strategy: a captivating physics quest, but not a climate plan for the 2030s. Invest in science, don't budget on miracles. Lust — “Drop-In Fantasies for Every Engine” (Biofuels-Everywhere)The seductive promise of pouring yesterday's fuels into tomorrow's problems; keep them for hard-to-electrify edges, not as a universal fix. Wrath — “Culture War at Sea” (America's Offshore-Wind Own-Goals)Ideological backlash, litigation, and policy whiplash torch viable projects and local supply chains while the rest of the world builds.Envy — “Green Halo by Checkbox” (ESG Box-Ticking)Chasing ratings and labels instead of real-world decarbonization and cash-flow-relevant risk; better to separate E, S, and G and measure outcomes   

Episode 188 with Roeland Menger, CEO of Nithio, a climate fintech platform that invests in clean energy companies and helps others allocate capital to climate solutions that build resilience. Roeland brings deep experience from his work at Google, the World Bank, and Power Africa to this conversation about bridging Africa's clean energy financing gap.In this episode, he shares how Nithio's Facility for Adaptation, Inclusion and Resilience (FAIR) is unlocking capital to scale off grid energy investments across the continent. From deploying artificial intelligence powered risk analytics to raising innovative blended finance structures, Roeland explains how Nithio is making clean energy affordable, bankable, and investable.He discusses the challenges of directing global climate finance towards Africa, the critical role of junior capital in de risking investments, and the opportunity to replace diesel generators with scalable clean energy solutions.What We Discuss RoelandThe vision behind Nithio's Facility for Adaptation, Inclusion and Resilience (FAIR) and how it is bridging Africa's clean energy financing gap.How Nithio's AI powered Risk Analytics Engine is chaning credit risk assessment and enabling investment into both large and small clean energy companies.Expanding access to clean energy across twenty countries, with a focus on sectors such as solar irrigation, productive use appliances, and e mobility.The impact of replacing diesel generators with scalable renewable energy solutions and the broader climate benefits for the continent.The challenges and opportunities in financing small local energy distributors and making them bankable for larger investors.Verto CornerIn this week's Verto Corner, Alice Williams, Expansion Operations Manager at Verto, shares her insights on what it really takes for businesses to succeed when entering new markets. She explains the key factors companies must consider at the outset, from understanding payment requirements to navigating regulatory frameworks, and how to avoid the common mistakes that can slow growth. Alice also highlights the role of effective cross border payment systems in making expansion smoother and more sustainable.Access the Strategy HandbookDid you miss my previous episode where I discus Building Africa's UFC: How a Nigerian Entrepreneur Is Taking African Combat Sports From the Village to the World? Make sure to check it out!Connect with Terser:LinkedIn - Terser AdamuInstagram - unlockingafricaTwitter (X) - @TerserAdamuConnect with Roeland:LinkedIn - Roeland MengerTwitter - @nithiocreditDiscover how Verto's solutions can help you accept payments, manage expenses, and scale with ease here

Welcome to the latest episode in the Terra Carta Series of the All Things Sustainable podcast, a collaboration with the Sustainable Markets Initiative (SMI). Throughout 2025, we'll be interviewing SMI member CEOs from around the world and across industries about how they're approaching sustainability challenges and opportunities.   Today we're speaking with Octopus Energy CEO Greg Jackson. Octopus Energy was founded in the UK in 2016 and has grown into a global clean energy tech business. Greg explains how the company is using technology and AI to lower the cost of decarbonization for consumers.   “When you introduce really agile digital technology into a rapidly changing world, we find we can make the energy transition an upgrade — it's better and cheaper for people, not a sacrifice,” Greg says.   About the SMI and Terra Carta Podcast Series: The SMI is a network of over 250 global CEOs across finance and industry. It facilitates private sector diplomacy with the ambition of making sustainability the driving force of global markets and value creation. S&P Global is a proud SMI member.    Listen to previous episodes in the Terra Carta Series here: Terra Carta Series | S&P Global  Learn about energy transition data and services from S&P Global Commodity Insights here.  The All Things Sustainable podcast from S&P Global will be an official media partner of The Nest Climate Campus during Climate Week NYC. Register free to attend here.  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. 

Episode Summary: In this episode, host Benoy Thanjan sits down with Dorian Hunt, Partner and Head of Renewables at Leo Berwick, to unpack the new safe harbor rules, the impacts of the Big Beautiful Bill, and what's coming next in tax and policy guidance for renewable energy. Dorian also dives into repowering projects, economic obsolescence, co-location strategies, bonus depreciation, and solar industry trends.  Dorian offers practical advice for developers and investors navigating today's fast-changing environment. Biographies Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MW of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credits (“REC”) transactions. Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla's Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market. As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MW of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm's renewable portfolio. Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund. Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar. Dorain Hunt Dorian leads Leo Berwick's Energy & Renewables tax practice.  Dorian has 20 years of experience in tax credit monetization, with clients including renewable energy project developers, tax equity investors, project lenders, insurers and syndicators. Prior to joining Leo Berwick, he was a leader in the Power and Utilities and Energy Transition practices of a Big 4 firm, where he focused on providing tax consulting services with respect to tax credit-driven project finance across, with a focus on renewable energy. Dorian is a thought leader in the tax credit space and has authored articles on topics including the potential implications for “direct pay” of renewable energy tax incentives and on the impact of the Tax Cuts and Jobs Act on the US renewable energy industry.  He has also presented on these and other similar topics for organizations such as IPED, NARUC, and the Boston Bar Association. Dorian has experience with myriad energy incentive programs including Treasury 1603 grants, 48C advanced energy manufacturing studies, and the rapidly-developing field of 45Q carbon capture credits.   Stay Connected: Benoy Thanjan Email: info@reneuenergy.com  LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com   Dorian Hunt  Linkedin:  https://www.linkedin.com/in/dorian-hunt/ Website:  https://www.leoberwick.com/ Newsletter:  https://www.linkedin.com/newsletters/energy-transition-insider-7197296760090750976/

Comments, guest ideas: theasiaclimatecapitalpodcast@gmail.comJoseph Jacobelli and Toby Chan unpack the dynamic landscape of climate tech investing in Asia. The discussion highlights current VC trends, financing gaps, and the transition from emerging tech to mainstream infrastructure, with case studies from maritime and aviation. Discover why Asia is gaining ground amid US policy shifts and how policy, capital, and supply chains are driving change in the region.ABOUT TOBY: Toby is a co-founder of Audacy Ventures Limited, focused on catalysing and scaling decarbonisation technologies critical to the energy transition post his prior career in traditional energy and renewables. Audacy is an early growth stage investor and supports technologies related to energy efficiency, transportation and industrial decarbonisation, that are in early stages of commercialisation particularly in the APAC region.Toby has 20 years of investments and advisory experience across energy, infrastructure, technology, real estate and natural resources. Toby advised on over US$15bn of transactions whilst at Macquarie Capital and was part of the founding team of Kerogen Capital, a specialist in international energy investments with over US$2 billion AUM.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

Send me a messageIn this replay episode of the Climate Confident podcast, I revisit one of the most urgent and eye-opening conversations I've hosted - my conversation with Tzeporah Berman, Chair and Founder of the Fossil Fuel Non-Proliferation Treaty Initiative.We dig into the uncomfortable truth: while governments champion renewables and set emissions targets, fossil fuel exploration and extraction are still expanding at a pace that locks in climate chaos. Tzeporah explains why climate policy has largely ignored the supply side of the equation, how subsidies distort markets, and why the Paris Agreement doesn't even mention fossil fuels. Her insight is blunt, what we build today will be what we use tomorrow.Tzeporah outlines the vision for a Fossil Fuel Treaty, modelled on the nuclear non-proliferation treaty, that could create international rules to phase out production fairly and equitably. We explore the role of debt-for-renewables swaps for the Global South, how equity must be baked into any transition, and why simply building “the good stuff” without constraining “the bad stuff” will never deliver climate safety.We also discuss how to shift public perception, challenge the fossil industry's greenwashing, and confront the false comfort of net zero targets. Tzeporah makes it clear: action is the antidote to despair, and citizens have more power than they think.This is not just a debate about emissions, but about survival, justice, and reshaping the rules of the global economy. If you care about ending fossil fuel expansion, ensuring a just transition, and accelerating real climate solutions, this episode is essential listening.

Unplanned shutdowns are always challenging for large industrial facilities. For decades, many energy-intensive industries have relied on costly backup generators to provide emergency power during outages. However, companies are now looking to a new, more reliable technology: microgrids.

Stephen Grootes speaks to CEO of Mulilo, Jan Fourie about, balancing grid stability with climate goals. Fourie unpacks South Africa’s energy transition and why striking a balance between climate ambitions and grid realities is tougher than it seems. Decades-old infrastructure, once innovative, now requires re-engineering to serve a growing, more environmentally conscious population. 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.

⸻ Podcast: Redefining Society and Technologyhttps://redefiningsocietyandtechnologypodcast.com ______Title: Why Electric Vehicles Need an Apollo Program: The Reneweable Energy Infrastructure Reality We're Ignoring | A Conversation with Mats Larsson | Redefining Society And Technology Podcast With Marco Ciappelli______Guest: Mats Larsson New book: "How Building the Future Really Works." Business developer, project manager and change leader – Speaker. I'm happy to connect!On LinkedIn: https://www.linkedin.com/in/matslarsson-author/Host: Marco CiappelliCo-Founder & CMO @ITSPmagazine | Master Degree in Political Science - Sociology of Communication l Branding & Marketing Advisor | Journalist | Writer | Podcast Host | #Technology #Cybersecurity #Society

⸻ Podcast: Redefining Society and Technologyhttps://redefiningsocietyandtechnologypodcast.com ______Title: Why Electric Vehicles Need an Apollo Program: The Reneweable Energy Infrastructure Reality We're Ignoring | A Conversation with Mats Larsson | Redefining Society And Technology Podcast With Marco Ciappelli______Guest: Mats Larsson New book: "How Building the Future Really Works." Business developer, project manager and change leader – Speaker. I'm happy to connect!On LinkedIn: https://www.linkedin.com/in/matslarsson-author/Host: Marco CiappelliCo-Founder & CMO @ITSPmagazine | Master Degree in Political Science - Sociology of Communication l Branding & Marketing Advisor | Journalist | Writer | Podcast Host | #Technology #Cybersecurity #Society

Izzet Bensusan, founder and CEO of energy transition investment firm Captona, joins the podcast to discuss how the One Big Beautiful Bill can create opportunities for investors in energy transition.

Send me a messageIn this week's replay episode of the Climate Confident Podcast, I bring back one of my favourite conversations from earlier this year - my discussion with Jarand Rystad, founder and CEO of Rystad Energy, about the global energy transition and whether we're truly moving fast enough to meet climate targets.Jarand makes a compelling case that the shift to renewables isn't just about climate, it's driven by the simple economics of cheaper, better technologies. Solar, wind, and batteries are already beating fossil fuels on cost, and countries like China are proving just how fast this transition can accelerate. In fact, they've already hit their 2030 renewable targets six years early, while the US risks ceding leadership in the technologies of the future.We explore the three pillars of decarbonisation - clean electricity, widespread electrification, and tackling the “last 20%” of hard-to-abate emissions through hydrogen, CCS, and sustainable fuels. Jarand also dives into the overlooked challenges: from aviation's limited options to land-use pressures, long-duration storage, and the politics that can either speed us up or hold us back.One of my favourite takeaways? The transition isn't a question of if, but how fast. Policy choices, investment in disruptive technologies, and global competition will decide whether we land closer to 2°C or push down towards 1.5°C of warming.If you missed this episode the first time round, now's the time to catch up. And if you did hear it before, I promise - it's well worth a second listen.Support the showPodcast supportersI'd like to sincerely thank this podcast's amazing supporters: Jerry Sweeney Andreas Werner Stephen Carroll Roger Arnold And remember you too can Support the Podcast - it is really easy and hugely important as it will enable me to continue to create more excellent Climate Confident episodes like this one.ContactIf you have any comments/suggestions or questions for the podcast - get in touch via direct message on Twitter/LinkedIn. If you liked this show, please don't forget to rate and/or review it. It makes a big difference to help new people discover the show. CreditsMusic credits - Intro by Joseph McDade, and Outro music for this podcast was composed, played, and produced by my daughter Luna Juniper

We're sharing another episode of Ed's podcast Climate Book Reviews with acclaimed Canadian author Don Gillmor on his latest non-fiction work, On Oil.Ed is joined by his regular co-host Dr. Roger Thompson, Director of Writing Programs and Professor at Arizona State University.This episode dives into the sharply drawn and darkly funny world of On Oil, a slim and punchy examination of the most earth-altering industry of our time. Drawing from Gillmor's early years working on Alberta oil rigs and his deep experience as a journalist and novelist, the book traces how oil has shaped not only our landscapes and economies, but also our politics, foreign policy, and our public imagination.It's a lively and wide-ranging conversation with Don about the inspiration behind the book, and how the oil industry—like a character in a novel—is navigating a world in flux.About Our Guest:Don Gillmor is an award-winning Canadian novelist, journalist and children's book author. His journalism and criticism have appeared in The Walrus, where he was a senior editor; Saturday Night and Toronto Life, where he was a contributing editor; and Rolling Stone, GQ, The Globe and Mail and The Toronto Star, among other publications. He has won 12 National Magazine Awards.About Your Hosts:Roger Thompson is a professor and writer at ASU. He began his career working with environmental literature and nature writing and established with Ed Whittingham an environmental internship program in Banff, Alberta for students at a VMI, a military college. His most recent environmental book, No Word for Wilderness: Italy's Grizzlies and the Race to Save the Rarest Bears on Earth (Ashland Creek), documents the attempts by grassroots activists and university faculty to preserve the Marsican bears of Abruzzo, and it reveals for the first time the mafia's attempts to use National Parks to fleece EU subsidies.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

Is the global transition to low-carbon energy accelerating or slowing down? One answer is that it depends where you look. In the US, energy policy has shifted away from support for low-carbon technologies, but China is continuing with record installations of solar, wind, and batteries, and record sales of EVs. With AI emerging as the central arena for great power completion, which model will work best at providing the power the new technologies need?The AI revolution will be the most transformative change in human history. That's according to Gerard Reid, this week's guest, a veteran energy commentator and co-founder of the advisory firm Alexa Capital. Gerard, who also co-hosts the podcast Redefining Energy, says he thinks AI will reinvent the world's energy system. There is a widening gulf between ‘petrostates' such as the US, which are rich in oil and gas and favor fossil fuels, and the ‘electrostates', led by China, which is dominates global manufacturing for technologies such as solar panels, batteries and EVs.Europe, which is relatively resource-poor, is following China's path out of necessity, while India and others weigh up which model to adopt. Gerard, host Ed Crooks and regular guest Amy Myers-Jaffe debate the different approaches that different countries are taking to build secure energy systems that will be able to meet growing demand for electricity for AI. Electricity is now the ultimate security priority, demanding grid upgrades, new technologies to support resilience including vehicle-to-grid, and new strategic partnerships. Gerard argues that OPEC's current strategy suggest it sees oil demand peaking soon. As the world adopts Chinese EVs and other low-cost, low-carbon technologies, some big questions are becoming increasingly urgent. Will the US continue to cling to fossil fuels? Will cheap solar upend electricity industries around the world? And above all, will the race for strategic and economic success be won by whichever country integrates AI, low-cost power, and resilient grids first?Ed Crooks is Vice Chair for the Americas at Wood Mackenzie. Amy Myers-Jaffe is the Director of NYU's Energy, Climate Justice and Sustainability Lab.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Join us on the Look Forward Podcast as host Andy Critchlow interviews Carlos Pascual, Senior Vice President for Global Geopolitics and International Affairs at S&P Global Commodity Insights. In this insightful episode, we discuss the current geopolitical landscape marked by increasing protectionism and the implications of recent tariff policies on global trade. Carlos highlights the role of emerging economies in a shifting world order and examines the challenges of energy transition amid rising tensions. Discover how these geopolitical and economic factors affect energy security, inflation, and international relations. Stay informed and prepared for the future with expert insights from the Look Forward Podcast.

SBS Finance Editor Ricardo Gonçalves speaks with Origin Energy CEO Frank Calabria following the company's profit results and discusses everthing from the direction of power prices, the energy transition and electric vehicles; Justin Smirk from Westpac goes through the day's labour force data; and Damien Boey from Wilson Asset Management look through the day's market action including the deluge of profit reports released.

In this episode of the All Things Sustainable podcast we bring you the first of a special series featuring major pension funds around the world.   We sit down in Mexico City, Mexico with Alejandro Bújanos, Head of Sustainable Investing at Afore SURA. This is one of the largest pension funds in Mexico and a subsidiary of SURA Asset Management. Alejandro outlines how the pension fund seeks to drive Mexico's transition to a low-carbon economy by engaging with major national companies. "We believe that we need to be active owners and actually improve the countries where we're living," Alejandro says. "My main challenge is how to transition our portfolio to a low-carbon economy, and, while doing that, also have an impact in the real economy."  Alejandro highlights the role that collaborative initiatives play in the market. Earlier this year, Afore SURA and other financial institutions in Mexico launched one such initiative,  called MxColab, to engage with major Mexican companies on issues like climate change.  "These very big companies that have been here for a long time ... it's hard to change them," he says. "Pulling investors together might be the only way to have a substantial enough size for these very big owners to actually listen to what you're asking from them."  Learn about S&P Global Commodity Insights' Energy Transition services.  Explore how companies are approaching sustainability via S&P Global Sustainable1's Corporate Sustainability Assessment data.  The All Things Sustainable podcast from S&P Global will be an official media partner of The Nest Climate Campus during Climate Week NYC. Register free to attend here.  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. 

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.Last week we did a check-in on how the answers to the tactical questions for 2025 we posed back in January were faring (here). This week we go through our Big Themes for 2025 which we had also highlighted back in January (here). We look at what's in and what's out through the lens of macro frameworks, public policy implications, and finally corporate strategy and energy sub-sector outlooks. We will publish our final summer Super-Spiked next week before taking a 2-week hiatus until after Labor Day. BIG THEMES FOR 2025* Energy scenario normalization * Power surge: This generation's super-cycle * Energy sources and technologies MACRO FRAMEWORK IMPLICATIONS * Net Zero and “The Energy Transition” are out. Energy policies that will drive GDP growth and meeting energy's natural hierarchy of needs are in. * Solving for everyone on Earth someday becoming energy rich is in. Assuming people will choose to stay poor is out. * OPEC Research is in. Energy macro agencies and oil companies that were driven by “net zero” narratives are out (for now). What to watch: * BP Energy Outlook (Sep), IEA WEO (Oct) * Africa's significant TAM (total address market): Up to 60 million b/d of desired oil demand versus 5 million b/d todayPOLICY IMPLICATIONS * Energy policy that drives long-term affordability, reliability, and security are in. Policies that start with counting CO2 are out. * IRA is out. Meeting AI demand is in. * Some of the above is in. All of the above was never in. * Regions that are long energy resource should all be in, but some are still out (California) or not sufficiently in (Canada). What to watch: * US natural gas midstream infrastructure * Canada oil and natural gas export infrastructure * Reliability, affordability reforms in California, Western Europe CORPORATE IMPLACATIONS * Companies exposed to power value chain are in. Natural gas is in. Oil value chain is still out. * Solar + batteries are still in. Wind is out. * Nuclear is in. “Green” hydrogen is out. Geothermal hoping to be in. * IPPs are in. SMID oils (E&P, OFS) are out, though SMID OFS diversifying into power are in. * Companies driving new technology development in regions that are short energy resource are in… * …Companies that exist to exploit rich-world government subsidies in the name of CO2 accounting are out.

In this week's episode of Energy Transition Today, we begin with latest goings on in the UK market with the half-hearted outrage at new delivery estimates for Sizewell C nuclear plant. We then delve into the latest developments from the ongoing row between the management of Gore Street Storage Fund and some of its investors.On to Germany with Vattenfall's foray into the country's onshore wind market and the disastrous but predictable failure of its latest 2.5GW offshore wind tender.We also touch on US scrapping offshore wind leasing schedule and Trump administration's plans to rescind $7 billion in solar subsidies previously allocated to low-income households across the country.We round off the conversation with France's €11 billion subsidy package for three floating offshore wind farms, Stellantis' abrupt withdrawal from its hydrogen vehicle programme and the award criteria for European Commission's latest hydrogen bank auction.00:00:33  - Sizewall C00:05:04 - Gore Street00:10:35 - Vattenfall 00:12:32  - German offshore auction failure 00:17:29 - More US offshore drama 00:21:52 - Trump threatens solar subsidies00:23:47 - €11bn for French floating wind00:28:17 -  Death of hydrogen cars 00:32:31 - Death of hydrogen cars00:34:43 - Financing renewables & fashion weekTo buy tickets for the Investing in the Energy Transition in Milan visit our website or write us at conferences@inspiratia.com Send us a textReach 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.

Ed chats with Jason Walsh, Executive Director of the BlueGreen Alliance (BGA).Jason and his organization recently made headlines for opposing the so-called One Big Beautiful Bill Act—President Trump's sweeping piece of legislation passed this summer that rolls back many of the clean energy tax credits introduced by the Inflation Reduction Act. While a lot of the climate world focused on the emissions impacts, BGA came out swinging over what they saw as a quiet gutting of labour standards, domestic manufacturing momentum, and the link between public investment and good jobs.Jason and Ed discuss:How the bill reshapes the clean energy landscape Whether it really neuters domestic content rules Politics of climate and labour in an increasingly polarized U.S. And what political durability looks like for climate policy heading into 2026About Our Guest:Jason Walsh is the Executive Director of the BlueGreen Alliance (BGA). Named one of the Washington D.C.'s 500 Most Influential People by the Washingtonian, Walsh has more than twenty-five years of experience at state and federal levels in policy development and advocacy in a range of issue areas—including climate, clean energy, and economic and workforce development—and as a coalition organizer and manager.Walsh previously served in the Obama administration, as the Director of the Office of Strategic Programs in the U.S. Department of Energy's Office of Energy Efficiency and Renewable Energy and as a Senior Policy Advisor in the White House Domestic Policy Council, where he led Obama administration's efforts to align and scale up federal investments in workers and communities impacted by the shift away from coal in the power sector.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

In February, veteran fossil industry advisor Dan Yergin and two co-authors published a piece called The Troubled Transition. In it they dismiss the idea that there is or can ever be an energy transition, anchored on the fact that fossil fuels contributed 85% to so-called primary energy in 1990 and still contribute 80% today. Needless to say, their argument has been widely amplified by the oil and gas industry. They conclude with a demand for a new approach – which they call a “pragmatic path”. Pragmatism is needed, but not the pragmatism of defeat. Not the ‘pragmatism' of believing fossil fuels hold the key to further human progress. Not the ‘pragmatism' of addressing climate change only if it suits the interests of fossil-fuel companies. What is needed is the pragmatism of robust but affordable climate action. This week on Cleaning Up, Michael Liebreich debunks narratives that trumpet the alleged failure of climate action, and explains why a pragmatic climate reset is needed.Leadership Circle: Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live. Links and more: Read the full article on BNEF: https://about.bnef.com/insights/clean-energy/liebreich-the-pragmatic-climate-reset-part-i/Tony Blair Institute Climate Reset Report: https://institute.global/insights/climate-and-energy/the-climate-paradox-why-we-need-to-reset-action-on-climate-changeMichael Cembalest 15th annual Eye On The Market: https://am.jpmorgan.com/content/dam/jpm-am-aem/global/en/insights/eye-on-the-market/heliocentrism-amv.pdfDan Yergin et al, The Troubled Transition: https://www.foreignaffairs.com/united-states/troubled-energy-transition-yergin-orszag-aryaGenerative AI – The Power and the Glory: https://about.bnef.com/insights/clean-energy/liebreich-generative-ai-the-power-and-the-glory/Five Superheroes of the Transition: https://about.bnef.com/insights/clean-energy/liebreich-net-zero-will-be-harder-than-you-think-and-easier-part-ii-easier/Tony Blair on Cleaning Up: https://youtu.be/Ko90KbFKBnIDan Yergin on Cleaning Up: https://www.youtube.com/watch?v=8QIh4U3Vgjc  

Connect with Dave:https://www.linkedin.com/in/davidriess/https://www.wunderpower.com/Click to text the show! Email Jonathan with comments or suggestions:podcast@thesourcecre.comOr visit the webpage:www.thesourcecre.com*Some or all of the show notes may have been generated using AI tools.

Steve Holliday, former CEO of National Grid explains why he thinks you should let your power company control your washing machine and turn your house into part of a Virtual Power Plant (VPP). We discuss, the importance of demand response, the impact of AI, and how VPPs will change the power landscape.About our guest: Steve Holliday is the former Chief Executive of National Grid plc. He is currently Chairman of Zenobe and Cityfibre. Steve joined National Grid Group as the Board Director responsible for the UK and Europe in March 2001, becoming Chief Executive of the company in January 2007, which he led for almost 10 years, until 2016. Steve is a Fellow of both the Royal Academy of Engineering and the Energy Institute. He holds a BSc degree from Nottingham University and honorary doctorates from Nottingham and Strathclyde universities. His sporting interests include cycling and following the fortunes of the England Rugby team.Episode page: Subscribe to our biweekly newsletter. Visit our website. Follow us on LinkedIn.

In Episode 40 of the Power Trends podcast, NYISO Executive Vice President and Chief Operating Officer Emilie Nelson offers a behind-the-scenes look at how the grid was managed during June's heatwave, which brought record-setting temperatures across the Northeast. Nelson walks through the critical decisions and emergency measures that helped ensure adequate supply margins across New York. According to Nelson, forecasting, demand response, and a mix of energy resources—including solar and wind—helped manage the system during a period of sustained heat. The episode also covers the NYISO's new Grid Alert System, which communicated system conditions in real time. Energy Watch and Energy Warning alerts were issued to the public over the course of the three-day event when reserves dipped below 2,620 and 1,964 megawatts, respectively.Nelson also describes how the NYISO prepares for periods of high demand, and how coordination among neighboring grid operators plays a critical role in maintaining system reliability.Listen to Episode 40 of Power Trends to learn more about how the grid is managed during extreme weather events. Visit our System Conditions page to learn more about the Grid Alert System.Additional ResourcesJune Heatwave Tests Electric Grid in New YorkLearn More Follow us on X/Twitter @NewYorkISO, LinkedIn @NYISO, Bluesky @nyiso.com Read our blogs and watch our videos Check out our Grid of the Future webpage

It's been more than three years since Russia invaded Ukraine. In this episode of the All Things Sustainable podcast, we're exploring how the conflict has prompted some businesses in Ukraine to lean in to sustainability. We'll also hear about companies' strategies to protect workers and address mental health challenges stemming from the war.  We talk with Tetiana Sakharuk, Executive Director of UN Global Compact Ukraine, about how the sustainability landscape is changing in Ukraine and how the UN Global Compact network is helping companies integrate sustainability into their operations — through training and accelerator programs, by connecting them with international investors and grant opportunities, and by setting up an online platform to support employees needing psychological help amid the war.  UN Global Compact Ukraine is a country-level network of the UN Global Compact (UNGC). The UNGC is a voluntary corporate sustainability initiative involving more than 20,000 companies across 160 countries. Participating companies commit to operate responsibly in line with sustainability principles on human rights, labor, environment and anti-corruption, and to support the UN's 17 Sustainable Development Goals.   In an interview on the sidelines of an event hosted by the UN Global Compact Mexico in June, Tetiana said Ukranian companies see sustainability as a way to attract investors and ensure the long-term viability of their businesses.   She shares how Ukrainian companies are rebuilding critical infrastructure like energy and removing mines from farmland. And she explains how some companies are supporting the health and wellbeing of their employees and communities.   Listen to our episode How companies in Latin America are embedding sustainability amid shifting dynamics here.  Listen to our episode "Energy transition discussions shift to pragmatism amid policy uncertainty" here.   Learn about S&P Global Commodity Insights' Energy Transition services.  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. 

In this episode of the Mission Matters podcast, Adam Torres interviews Olivia Albrecht, Founder & CEO of Artemeter, a carbon investment management firm backed by DRW. Olivia explains how Artemeter targets the top 5% of global carbon projects and why flexibility, credibility, and financial innovation are essential for accelerating the energy transition. This interview is part of the Milken Global Conference coverage by Mission Matters. Big thanks to the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Milken Institute⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for inviting us to cover the conference. Follow Adam on Instagram at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/askadamtorres/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://missionmatters.lpages.co/podcastguest/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Visit our website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://missionmatters.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠More FREE content from Mission Matters here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://linktr.ee/missionmattersmedia⁠ Learn more about your ad choices. Visit podcastchoices.com/adchoices

CleanTech founder Conor Madigan (Aether Fuels) reveals sustainable fuel tech breakthroughs, smart hiring, & building resilient climate startups.Join us as Conor Madigan, Founder and CEO of Aether Fuels, shares how their innovative tech is set to decarbonize aviation and shipping by drastically cutting costs and boosting fuel yield from waste streams. A second-time founder, Conor also unpacks his proven strategies for building high-talent, low-ego teams and fostering constructive tension for optimal results.Listen on: Apple Podcasts | Spotify | YouTube | Pocket CastsMemorable Quotes:"The overall result of that is to cut the capex of a plant by about 50%." — Conor Madigan"Until you've built a big network of your own... it's pretty invaluable to have a top-notch recruiter." — Conor Madigan"If you compare an electrified system versus a fired system, you can boost the output by about 20%." — Conor Madigan"I… try to create a constructive sort of tension inside of an organization by pairing together certain personality traits." — Conor MadiganIn this episode, we discuss:00:53 - Introduction to Conor Madigan and Aether Fuels03:55 - Aether Fuels' core technology and market05:27 - The innovation: cutting CAPEX and boosting yield28:00 - The year-long "funnel" to choose the right climate problem30:59 - Conor's philosophy on team building: high talent, low ego32:00 - Creating constructive tension in R&D vs. Engineering38:35 - Why senior hires need to be "player-coaches" at startups40:30 - Transparent communication during challenging times46:00 - Policy trends and market drivers for SAF49:50 - Cost parity expectations for Aether Fuels' productLinksConor Madigan | Aether FuelsConnect with Somil on LinkedIn | Connect with Silas on LinkedInFollow CleanTechies on LinkedInThis podcast is NOT investment advice. Do your homework and due diligence before investing in anything discussed on this podcast.Support the showIf you're gonna change the world, you're gonna need a world-class team. Partner with ErthTech Talent to help you do that, for less. 70+ Placements 5+ Years (exclusively in CleanTech) The Lowest Fees in the Market (12-15% of first-year salary) 90-day placement guarantee It's really hard to say no to that. Wait?! -- The best service is also the cheapest? Seems too good to be true, but it's the entire reason we started this company. We believe that Climate entrepreneurs are doing important work, and there should be a firm to help them find the best talent, without it breaking the bank. Reach out today for a free assessment of your hiring process. hello@erthtechtalent.com

In this episode of the Mission Matters podcast, ⁠Adam Torres⁠ interviews ⁠Olivia Albrecht⁠, Founder & CEO of Artemeter, a carbon investment management firm backed by DRW. Olivia explains how Artemeter targets the top 5% of global carbon projects and why flexibility, credibility, and financial innovation are essential for accelerating the energy transition. This interview is part of the Milken Global Conference coverage by Mission Matters. Big thanks to the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Milken Institute⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for inviting us to cover the conference. Follow Adam on Instagram at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/askadamtorres/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://missionmatters.lpages.co/podcastguest/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Visit our website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://missionmatters.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠More FREE content from Mission Matters here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://linktr.ee/missionmattersmedia⁠⁠ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Today, we do a deep dive into the role and challenges of a transaction lawyer in the energy transition. And why lawyering in the energy transition is lawyering on hard mode? What are the  sources of complexity? What are the pain points about getting a project developed? How has current policy volatility impacted the energy transition particularly in the US? And what might the future hold? Our guest is Daniel Anziska.Daniel is an infrastructure and regulatory lawyer and partner at Troutman Pepper Locke ,a leading US energy transition infrastructure law firm. 

In this week's episode, host Daniel Rami talks with Heather Zichal, global head of sustainability at JPMorganChase, about the role of financial institutions in the energy transition. Zichal explains how she has advanced climate policy goals from positions in the United States Congress, the executive branch, nonprofits, and the financial sector. From these diverse perspectives, Zichal outlines the opportunities and challenges for climate-policy stakeholders as they navigate an uncertain political environment. Zichal highlights how financial institutions support the energy transition through green finance commitments, supporting clients' sustainability goals, and investing in emerging technologies to support the world's energy needs. Zichal underscores the importance of promoting climate solutions that focus on long-term value in the context of commercial and sustainability goals and that balance environmental and business priorities. References and recommendations: “Ocean” with David Attenborough; https://silverbackfilms.tv/shows/oceanwithdavidattenborough/

Geothermal Energy Starter Pack (Geothermal Interviews On A Curious Worldview Podcast)Curious Worldview Newsletter - https://curiousworldview.beehiiv.com/subscribe-----Quaise are on the other side of the most exciting week in their companies short history. They use millimeter wave energy from a gyrotron to vaporise rock and create boreholes for accessing deep geothermal energy, offering an alternative to costly traditional drilling methods for accessing those critically hot depths. It is an extremely ambitious, exciting and unique ambition - and Quaise have now proven their technology is applicable outside of theoretical and controlled lab conditions. They have successfully dug to a depth of 100m with their technology at a sight just outside of Austin, Texas - and therefore, move one step closer to realising their goal for adding electrons at scale to the grid.Matt Houde is the Co-Founder of Quaise. This is the second time he's joined me on the podcast. In this interview today we discussed the success of Texas, the business model of Quaise, serendipity in innovation, politics and finance for Quaise and plenty more in between… 

Europeans are being forced into an energy transition through debt-fueled spending that will lead to permanently higher energy prices and stifle European competitiveness. This won‘t change the climate, but it will make the people poorer.Original article: https://mises.org/mises-wire/energy-transition-tool-fascist-capitalism