Podcasts about Energy transition

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Best podcasts about Energy transition

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Latest podcast episodes about Energy transition

Cleaning Up. Leadership in an age of climate change.
The Good, Bad and Downright Ugly of Australia's Energy Transition | Deep Dive Australia 09: Anna Freeman & Michael Liebreich

Cleaning Up. Leadership in an age of climate change.

Play Episode Listen Later Aug 26, 2026 63:34


Australia has become a laboratory for the energy transition, what can the rest of the world learn? After two weeks travelling across Australia and meeting the leaders shaping its energy transition, Michael Liebreich got a close up view of the country's transformation.  For the final episode of Cleaning Up's Deep Dive Australia series, the host becomes the guest as Anna Freeman of the Energy Efficiency Council turns the tables and puts Michael in the hot seat to ask him what he has learned. Michael divides his takeaways into the good, the less good and the “downright ugly”, from Australia's extraordinary rooftop solar and battery uptake to its struggles with wind, transmission and diesel. He also asks whether the country really can become a clean energy superpower, and what its successes and failures can teach the rest of the world. Topics covered in this episode: Australia's rooftop solar advantage Why batteries are beating gas The missing middle of electrification Can transmission keep up? Australia's expensive wind problem The China challenge Breaking the diesel addiction Why EVs may be finally taking off Leadership Circle: Cleaning Up is proud to be supported by its Leadership Circle. The members are Actis, Alcazar Energy, Arup, Copenhagen Infrastructure Partners, Cygnum Capital, Davidson Kempner, EcoPragma Capital, EDP, Eurelectric, the Gilardini Foundation, KKR, Mitsubishi Heavy Industries, National Grid, Octopus Energy, Quadrature Climate Foundation, Schneider Electric, SDCL and Wärtsilä. For more information about the Leadership Circle, visit cleaningup.live Australia Deep Dive Episodes:  Darren Miller: https://www.youtube.com/watch?v=iBhkBTZ9lSI&t=2s Chris Bowen: https://www.youtube.com/watch?v=OYtapcSdZOo&t=132s Marc England https://www.youtube.com/watch?v=1tKVSJcS_SI&t=2s Lily D'Ambrosio https://www.youtube.com/watch?v=IVGL9vVTdeY Ross Garnaut: https://www.youtube.com/watch?v=Bmcm2M5eRxk&t=35s David Pocock: https://www.youtube.com/watch?v=Sgbq5r3XTJY Paul Simshauser: https://www.youtube.com/watch?v=jZKxb2TnD04 Martin Green: https://www.youtube.com/watch?v=pgqXnnvlMFg Links: Anna Freeman's bio: https://www.linkedin.com/in/annafreeman1/ The Energy Efficiency Council: https://eec.org.au  Subscribe to our newsletter: https://cleaninguppod.substack.com/ John Pettigrew on Cleaning Up: https://www.youtube.com/watch?v=S7Lg1A958aA&t=5s Tim Meyerjürgens on Cleaning Up: https://www.youtube.com/watch?v=PQgUuJ-dx78&t=16s Leo Birnbaum on Cleaning Up: https://www.youtube.com/watch?v=pa-DHuPNEDg Andrew Forrest on Cleaning Up: https://www.youtube.com/watch?v=KYQmEipY5Wc Acronyms: IRENA: International Renewable Energy Agency EMA: Energy Market Operator DNSP: Distribution Network Service Provider REZ: Renewable Energy Zones AEMO: Australian Energy Market Operator Chapters: 00:00: Intro 05:45: Solar Adoption 10:25: Big Batteries 13:41: The Missing Middle 19:26: Transmission Grids 21:35: Australia's Wind Problem 32:43: China's Superpower 40:53: The Diesel Addiction 45:24: EV Adoption 52:58 Lack Of Transparency 56:19 Michael's Highlights 01:14:00: Outro

My Climate Journey
Willie Phillips, Former FERC Chairman: The Grid Is America's Economic Nervous System

My Climate Journey

Play Episode Listen Later Aug 25, 2026 48:14


Willie Phillips is the former chairman of the Federal Energy Regulatory Commission (FERC) and now a partner at Holland & Knight. During his time at FERC, Phillips helped lead major reforms to transmission planning and the electric grid's interconnection process. He now advises the companies and utilities he once regulated, giving him a unique perspective on how developers can navigate the regulatory system. In this episode of Inevitable, Phillips explains how FERC works, what companies routinely get wrong when engaging with regulators, and why early participation and pre-filing conversations can dramatically improve the odds of success. He also breaks down the Supreme Court's overturning of the Chevron doctrine and how his team designed Order 1920 around reliability and existing legal precedent. The conversation then turns to the bigger challenge facing the U.S. grid: rapidly growing electricity demand from AI, data centers, electrification, and industrial activity. Phillips argues that the grid was not built for this moment and that the country needs faster, more coordinated planning while preserving the role of states and regional authorities. Finally, Phillips discusses large loads, behind-the-meter generation, vertically integrated utilities, and the possibility that hyperscalers could become major power generators. He argues that regulators, utilities, and technology companies have an opportunity to work together to build the infrastructure needed for the next era of the American economy. Episode recorded on July 29, 2026 (Published on August 25, 2026). In this episode, we cover:  (0:00) An overview of FERC and Willie Phillips's career (6:31) How companies can successfully navigate the FERC process (9:07) What overturning Chevron means for federal regulators (12:00) Order 1920 and the need for long-term transmission planning (13:35) Reforming the interconnection queue (15:39) How FERC navigated legal uncertainty around grid reform (17:29) Why America needs to “do big things” with the electric grid (20:42) FERC, states, and the future of grid planning (23:33) America's energy infrastructure race with China (25:02) Why large loads are transforming the grid (27:07) A 21st-century economy running on 20th-century rules (28:18) FERC's approach to accelerating large-load interconnections (30:15) Why reliability, affordability, sustainability, and speed matter (31:30) The jurisdictional questions around large loads (33:06) Organized markets vs. vertically integrated utilities (37:40) Reliability, affordability, and the value of invisible infrastructure (40:35) Behind-the-meter generation and co-location (43:17) Could hyperscalers become major power generators? (44:09) Turning hyperscalers into partners in building the grid (46:09) Why the energy transition needs the voice of investors and innovators 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

Watt It Takes
Crux Co-Founder & CEO Alfred Johnson

Watt It Takes

Play Episode Listen Later Aug 25, 2026 72:30


For more than a decade, the federal government's biggest tool for accelerating clean energy hasn't been a grant or a loan. It's been the tax code. Tax credits have driven the buildout of wind, solar, and now a much wider range of technologies, like storage, nuclear, and advanced manufacturing. But there's a catch: most of the companies earning those credits don't have enough tax liability to actually use them themselves. A clean energy developer can be sitting on tens of millions of dollars in value that's slowly losing worth simply because they can't cash it in. In 2022, the Inflation Reduction Act tried to fix that by making these credits transferable for the first time ever — sellable directly, for cash, to a company that can use them. It created a brand-new, multi-billion-dollar market overnight, with no playbook and no established way for buyers and sellers to even find each other. Our guest today set out to build the infrastructure this new market needed. Alfred Johnson is the Co-Founder and CEO of Crux, an AI-native capital platform for clean energy and manufacturing infrastructure. Crux got its start in transferable tax credits, and has since expanded into tax equity investment and debt origination, leveraging software, data, and AI to cover the full capital stack for energy and manufacturing infrastructure. Alfred grew up around politics in Washington, DC, and spent nearly two decades moving between government, finance, and technology before his wife, Emily, pushed him to build something in clean energy. In our conversation, Alfred walks me through his journey, and what it takes to build the capital markets infrastructure this country needs to power its clean energy future. Today, Crux has raised more than $77 million, grown to more than 120 employees, and facilitated nearly $10 billion in transactions across the clean energy economy. About Powerhouse Innovation and Powerhouse Ventures  Powerhouse Ventures backs seed stage founders building the future power system across energy, infrastructure, and AI. If you are thinking about building something in this space, get in touch with our team. Powerhouse Innovation is a best in class consulting firm, powered by the strongest energy innovation network, data and team in our industry. We partner with world's leading corporations, investors, and utilities to source and evaluate disruptive startups shaping the future of energy and industry. To hear more stories of founders building our energy abundant future, hit the “subscribe” button and leave us a review.

Exergie
Economists' Blind Spot: The Real Role of Energy

Exergie

Play Episode Listen Later Aug 23, 2026 114:51


Description Energy is often treated as a relatively minor part of the economy. Because spending on energy typically accounts for only around 5–10% of national accounts, mainstream economics has long assumed that energy plays a limited role in economic growth. The prevailing view also holds that technological progress can reduce our dependence on energy and other natural resources by making production increasingly efficient.But is that assumption correct? Does technology really allow economies to decouple from energy use, or is energy far more fundamental than conventional economic thinking suggests?To explore these questions, we're joined by Paul Brockway, recently promoted Professor of Energy Transitions at the University of Leeds. Welcome, Paul.[0:02:30] Chapter 1: The Critique of Mainstream Models[0:15:12] Chapter 2: Energy Return on Investment[0:41:34] Chapter 3: Useful Energy[0:59:58] Chapter 4: The Rebound Effect[1:16:26] Chapter 5: Green Growth, Degrowth, Post-Growth[1:45:10] Chapter 6: Personal QuestionsURL pour les notes de l'épisode : https://www.podcastics.com/podcast/episode/economists-blind-spot-the-real-role-of-energy-428916/This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License. 

The smarter E Podcast
Why modelling the energy transition matters – with Jarand Rystad

The smarter E Podcast

Play Episode Listen Later Aug 20, 2026 22:59


Despite claims that the energy transition is losing momentum, solar and battery deployment continues to run ahead of forecasts – profoundly impacting electricity markets and the wider global energy system. Recorded at The smarter E Europe 2026 in Munich, host Jonathan Gifford is joined by Jarand Rystad, founder and CEO of energy analysts Rystad Energy, to examine where the transition stands today. Rystad explains why solar has consistently outpaced forecasts and how mass production, aggressive cost reduction, and rapid battery-technology deployment are driving continued expansion. But alongside the upside, the conversation turns to one of solar's biggest challenges: falling capture prices as abundant midday PV generation pushes down the value of electricity during daylight hours. Rystad argues that accelerating battery deployment is helping to address this imbalance, shifting excess generation, and ultimately making space for even more renewables. The conversation also explores how storage business models are evolving, the prospects for European solar manufacturing and next-generation perovskite technologies, and whether energy-security concerns could further accelerate the electrification of transportation. Together, these trends point to solar and batteries increasingly working in tandem to create a cheaper, flexible, and electrified energy system. ✉️ Questions or feedback? Write to us at podcast@thesmartere.com

My Climate Journey
Aalo Atomics on Beating the Odds to Reach Criticality

My Climate Journey

Play Episode Listen Later Aug 18, 2026 45:28


Yasir Arafat is the co-founder and CTO of Aalo Atomics, a company developing factory-manufactured modular nuclear power plants designed for AI data centers. Before founding Aalo, Yasir led the MARVEL microreactor program at Idaho National Laboratory. In this episode of Inevitable, Yasir explains how Aalo became one of four U.S. nuclear startups to achieve criticality by the July 4, 2026 deadline. He breaks down what criticality means, why the milestone matters, and how the team went from a small startup to sustaining a nuclear fission chain reaction in less than a year. The conversation explores why Yasir believes nuclear's biggest challenges are speed and economics rather than safety or reliability, and how Aalo is trying to address both through factory-based manufacturing. Yasir also shares how the company built its own reactor building in 36 days, tested its full-scale reactor systems, developed scalable fuel assembly manufacturing, and partnered with Idaho National Laboratory to learn how to operate a real reactor. Finally, Yasir outlines Aalo's path from its zero-power Critical Test Reactor to Aalo-X, a full-powered reactor designed to generate electricity and power a co-located AI data center, and ultimately to the company's commercial Aalo Pod. The discussion also covers DOE demonstration pathways, future NRC licensing, the resurgence of nuclear innovation, and why Yasir believes multiple reactor technologies and companies will be needed to scale nuclear energy. Note: Aalo Atomics is an MCJ portfolio company. Episode recorded on August 6, 2026 (Published on August 18, 2026). In this episode, we cover:  (0:00) An overview of Aalo Atomics (2:00) What criticality means in a nuclear reactor (3:38) Why the July 4 deadline was set and why it mattered (7:07) The final 24 hours before Aalo reached criticality (9:24) How accurately Aalo's reactor matched its physics models (11:43) From the MARVEL microreactor to founding Aalo Atomics (13:56) Why Aalo is focused on nuclear speed and economics (17:05) Why Aalo built a zero-power critical test reactor first (19:01) Building a nuclear reactor building in 36 days (19:21) What Aalo tested beyond the reactor itself (20:53) Building fuel assemblies for the next 100 reactors (23:43) Why organizational readiness matters as much as reactor technology (24:05) Running the CTR and Aalo-X projects in parallel (24:56) Excavating through unexpectedly difficult basalt rock (26:03) The progression from CTR to Aalo-X to the Aalo Pod (29:29) Partnering with turbine suppliers and Crusoe (31:27) The timeline for powering a co-located AI data center (32:09) How DOE authorization supports first-of-a-kind reactor demonstrations (34:01) Moving from DOE demonstrations toward NRC commercial licensing (42:03) Why Aalo is betting on the next generation of sodium-cooled reactors 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

With Great Power
Affordability is the gatekeeper of the energy transition

With Great Power

Play Episode Listen Later Aug 18, 2026 24:28


Matt Ross feels at home in the ocean, on his surfboard. Strong currents, choppy conditions, and the occasional thrashing are all part of the experience — and the joy of a good, long wave makes it all worth it. So when a job pulled him too far from his favorite surf spots in San Francisco, he wasn't happy. He knew he needed to find his next work challenge closer to home. He found that at GridX, where for the past seven years he's brought his interest in data analytics and design to product roles, working toward his current role as vice president of delivery.  This week on With Great Power, Matt dives into the economics behind rising rates – and why he thinks that without affordable energy, the clean energy transition will stall. He shares some of his recent projects, designing and implementing time-varying rates with utilities. And he describes the ways that data centers could actually turn load growth into an opportunity to drive rates down.  Credits: Hosted by Brad Langley. Produced by Mary Catherine O'Connor. Edited by Anne Bailey. Original music and engineering by Sean Marquand. Stephen Lacey is executive editor. The GridX production team includes Jenni Barber, Samantha McCabe, and Brad Langley.

What now? What next? Insights into Australia's tertiary education sector
PSO's Anthea Middleton - on skills for the energy transition

What now? What next? Insights into Australia's tertiary education sector

Play Episode Listen Later Aug 11, 2026 21:38


In this episode Claire is joined by the CEO of Powering Skills Organisation, Anthea Middleton, to discuss skills for the energy sector and the changes happening within it. As Claire notes in her introduction to this episode - energy is the second major transition (alongside AI/technology) the Australian economy is going through and she welcomes more voices on the podcast to discuss the skills transition that's happening in energy (get in touch if you have initiatives to share).During the interview Anthea also mentions a new report from PSO: the Electrician Workforce Capacity Study - you can find it on their website: https://poweringskills.com.au/publications/electrician-workforce-study/Claire also mentions in her introductory comments the analysis she's been doing of enrolment trends in the VET sector (government-funded students and their courses and the fee-for-service activity). If you missed her recent webinar and your organisation is a subscriber to Claire's updates on the sector you can access the recording for free, if you're not (yet) a subscriber then there's a small fee to access the webinar recording.Contact Claire:Connect with me on LinkedIn: Claire FieldFollow me on Bluesky: @clairefield.bsky.social Check out the news pages on my website: clairefield.com.auEmail me at: admin@clairefield.com.au The ‘What now? What next?' podcast recognises Aboriginal and Torres Strait Islander people as Australia's traditional custodians. In the spirit of reconciliation we are proud to recommend John Briggs Consulting as a leader in Reconciliation and Indigenous engagement. To find out more go to www.johnbriggs.net.au

Sustainability and Renewable Energy with Suraj Bhatia
Episode 26-2 | The Importance of Proper Messaging in Energy Transition

Sustainability and Renewable Energy with Suraj Bhatia

Play Episode Listen Later Aug 8, 2026 15:41


In this episode, we speak to the CEO of a company specializing in consulting with companies on the importance of the proper process for delivering a correct and accurate messaging in their corporate communications.

Energy Connects Podcast
Why the global energy transition is moving at different speeds

Energy Connects Podcast

Play Episode Listen Later Aug 7, 2026 14:53


In this episode of the Energy Connects Podcast, we revisit a conversation with Asheesh Sastry, Managing Director and Senior Partner at Boston Consulting Group (BCG), to explore why there is no single global energy transition, but multiple transitions progressing at different speeds. Asheesh shares insights into the key trends driving the energy sector, from rising electricity demand and shifting investment priorities to the growing focus on returns, resilience and execution. The conversation also examines how energy leaders can navigate uncertainty, allocate capital effectively, and maintain momentum in a rapidly evolving landscape.

The India Energy Hour
How Global Conflicts Are Reshaping India's Energy Transition | ft. Bill Spindle

The India Energy Hour

Play Episode Listen Later Aug 6, 2026 48:42


India's energy transition is unfolding against a backdrop of geopolitical uncertainty, volatile energy markets, and growing electricity demand. How should India navigate these competing pressures? In this episode, we are joined by Bill Spindle, a journalist who spent decades at The Wall Street Journal covering global finance, conflicts in West Asia, and, later, the global energy transition. We examine how regional conflicts are reshaping India's energy security. We also discuss the evolving role of coal and renewables, and why India's energy choices could determine the success of the global clean energy transition.Full transcript of the episode is available in English. Presented by 101ReportersBill Spindle is on LinkedIn. Follow TIEH podcast on Twitter, Linkedin & YouTube Our hosts, Shreya Jai on Twitter, Linkedin & Dr. Sandeep Pai on Twitter, Linkedin

Montel Weekly
Europe's energy transition: Full speed ahead?

Montel Weekly

Play Episode Listen Later Aug 6, 2026 28:59 Transcription Available


After a summer spent exploring the technologies, markets and policies shaping Europe's energy transition, the final episode of the Plugged In Summer Series asks one key final question: is the green shift slowing down, or speeding up?Richard is joined by two expert academics. David Reiner of the University of Cambridge and  Michael Grubb of University College London to explore what's next for the energy transition. Together, they assess how geopolitical instability, rising electricity demand and shifting global dynamics are reshaping the path ahead—from energy security and electrification to market reform, investment, China's growing influence and the future of clean energy policy. The conversation concludes by returning to the central question that has run throughout the series: is the energy transition accelerating, stalling, or taking a different path?Host: Snjólfur Richard Sverrisson, Editor-in-Chief, Montel NewsGuests:Dr David Reiner, Professor of Technology Policy, Judge Business School, University of CambridgeProfessor Michael Grubb, Professor of Energy and Climate Change, University College LondonProducer: Alexandra CarlonEditor: Alexandra Carlon#EnergyTransition #NetZero #EnergySecurity #ClimatePolicy #Electrification #CleanEnergy #ElectricityMarkets #Geopolitics #Decarbonisation #EnergyMarkets #MontelNews #PluggedInPodcast

NewsData’s Energy West
Crystal Ball, Executive Director of the Pacific Northwest Utilities Conference Committee, on the Northwest Regional Forecast

NewsData’s Energy West

Play Episode Listen Later Aug 5, 2026 34:41


Crystal Ball tells all about her background at the Bonneville Power Administration, PNUCC's Northwest Regional Forecast, gas-electric coordination, and how power is all about people.

My Climate Journey
Turning Unused Home Power into a Controllable Resource with SPAN

My Climate Journey

Play Episode Listen Later Aug 4, 2026 37:33


Arch Rao is Founder and CEO of SPAN, the company behind the smart electrical panel that has expanded into utility grid management with SPAN Edge and distributed AI infrastructure with XFRA. What began as a smarter way to manage home electricity has evolved into a platform designed to digitize the electric grid, enable mass electrification, and unlock new AI compute capacity using existing residential infrastructure. In this episode of Inevitable, Rao explains why SPAN's vision has grown beyond the home electrical panel, how utilities are using software-defined power management to avoid expensive infrastructure upgrades, and why distributed AI inference could become a new class of digital utility. He also discusses the intersection of electrification, grid modernization, and AI demand, arguing that the next major energy transition is the digitization of the electric grid itself. Note: SPAN is an MCJ portfolio company  Episode recorded on July 8, 2026 (Published on August 4, 2026). In this episode, we cover:  (0:00) An overview of SPAN (1:53) How SPAN evolved from smart panels to grid infrastructure (3:41) The inspiration behind XFRA and distributed AI compute (5:21) What an XFRA node looks like and how it works (6:04) Why homeowners would host AI compute infrastructure (8:06) The homeowner business model: free panels, batteries, and lower utility bills (10:48) Why SPAN is focused on new home developments (11:56) How SPAN Edge helps utilities avoid costly service upgrades (16:35) SPAN's go-to-market evolution (17:16) Lessons from customer behavior and software adoption (20:53) How SPAN Edge creates value for utilities (26:16) Securing distributed AI infrastructure in residential neighborhoods (27:48) Who is buying XFRA compute today (29:45) Why distributed infrastructure offers flexibility over traditional data centers (31:04) XFRA as a new form of digital infrastructure (32:50) How SPAN differs from virtual power plants (VPPs) (34:56) Why the real energy transition is analog-to-digital (36:43) Why talent is SPAN's biggest hiring priority 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

Leaders on a Mission
The Missing Link in the Energy Transition

Leaders on a Mission

Play Episode Listen Later Jul 30, 2026 35:56


AI isn't facing a compute problem—it's facing an infrastructure problem. Every breakthrough in artificial intelligence, electrification and clean energy depends on critical minerals, yet the real challenge is extracting them sustainably and economically.In this episode, Mohammad Doostmohammadi, Founder & CEO of PH7 Technologies, shares how his company is transforming the recovery of critical minerals through a closed-loop process that dramatically reduces water use, eliminates wastewater and unlocks value from low-grade ores and mine waste. He also discusses the realities of commercialising deep-tech, navigating the mining industry's appetite for innovation, and why building the right team—not just the right technology—is what ultimately determines success.

The Last Gay Conservative
Best Of: Conservatives Don't Hate EVs—They Hate Being Forced (Originally Aired February 17, 2026)

The Last Gay Conservative

Play Episode Listen Later Jul 28, 2026 40:52 Transcription Available


Text the show! Originally aired February 17, 2026.This week's Best Of episode begins with a confession that usually surprises people:I drive an electric Hummer.That doesn't make me less conservative.It actually reinforces one of my core beliefs.People don't reject innovation—they reject being told what they're supposed to like.In this episode, we separate technology from politics and examine how mandates, subsidies, and political messaging have transformed a consumer product into a cultural battlefield.The conversation explores: Why coercion creates resistance  How markets drive better innovation than mandates  The history of energy transitions  California's energy contradictions  Why consumer freedom produces better outcomes than political planning This isn't really an episode about electric vehicles.It's an episode about liberty.

Eversheds Sutherland – Legal Insights (audio)
Energy Transition Series - Project Financing BESS: Comparing the UK market to emerging debt structures in Continental Europe

Eversheds Sutherland – Legal Insights (audio)

Play Episode Listen Later Jul 28, 2026 28:41


Our Energy Transition Series continues to bring you leading global content to support your energy transition journey. During this session we explored the financing landscape for battery energy storage systems (BESS) projects across the UK and Continental Europe. Key trends from the discussion included BESS remains one of the most attractive energy transition asset classes, with investors and lenders continuing to deploy significant capital supported by increasing market maturity. Financing structures are evolving, with a broader mix of debt, private capital and institutional investment supporting projects across different stages of development. Growing power demand, increasing volatility and renewable integration requirements continue to underpin strong long-term fundamentals for the storage sector.

New Project Media
NPM Interconnections (US) – Episode 204: Mike Mohamed | Solomon Partners

New Project Media

Play Episode Listen Later Jul 28, 2026 27:58


In this episode, Michael Mohamed, Director of Energy Transition at Solomon Partners, speaks with Heerea Rikhraj about the resurgence of renewable energy and infrastructure M&A in 2026.Mohamed explains how greater policy certainty, pent-up capital demand, and the race for scale have driven a sharp increase in transactions, particularly for development-stage assets and renewable platforms. The conversation also explores the explosive growth of AI infrastructure, powered land, and data center development, attracting investors across the capital stack. Mohamed discusses financing trends, platform valuations, and why operating cash flow and scale are becoming critical advantages in today's market.NPM is a leading data, intelligence & events company providing business development-led coverage of the global power, storage & data centre markets for the development, finance, M&A and corporate community.Download our mobile app.

NewsData’s Energy West
Chair Letha Tawney of the Oregon Public Utility Commission on Meeting Demand in Oregon

NewsData’s Energy West

Play Episode Listen Later Jul 27, 2026 31:38


Chair Tawney discusses her path to being a regulator, the challenges and opportunities of meeting rising demand in Oregon, and how it relates to knitting!

Energy vs Climate
Can Octopus Energy Wrap Its Arms Around North America? | Demand Flexibility & More With Eric Davids | BONUS

Energy vs Climate

Play Episode Listen Later Jul 24, 2026 41:30 Transcription Available


Octopus Energy paid its UK customers collectively over £100,000 during a recent heat wave, not through new infrastructure, but a text message and a price signal offering demand flexibility. That caught our attention.In this episode, Ed and Sara (David sits this one out) talk with Eric Davids, Head of Strategy for Octopus Energy's US business, about redefining utility-customer relationships, how approaches in the UK stack up against North American utilities' much blunter "please conserve" grid alerts, and what happens when consumers get real price exposure and it doesn't go well.

Voices - Conversations on Business and Human Rights from Around the World
Navigating ‘Distributive Justice' in the energy transition

Voices - Conversations on Business and Human Rights from Around the World

Play Episode Listen Later Jul 23, 2026 27:07


IHRB's Head of Just Transitions, Haley St Dennis, and IHRB Research Fellow, Judy Hofmeyr, discuss the concept of ‘distributive justice' - what is it really, how does it relate to the other forms of justice at the heart of any just transition, and why it can be a useful tool to help business practitioners involved in transition decision making.

Climate Rising
Good Power: How Climate Communication Can Accelerate the Energy Transition

Climate Rising

Play Episode Listen Later Jul 22, 2026 45:17


Transforming the energy system isn't just a technical challenge - it's a communication challenge. Leah Qusba, CEO of Good Power, joins Climate Rising to discuss how public perception, political engagement, and storytelling are shaping the pace of the clean energy transition. Good Power operates at the intersection of behavioral science, data, and campaigning, working to accelerate renewable energy adoption and counter misinformation. The conversation explores how permitting bottlenecks, disinformation campaigns, and community resistance are slowing renewable energy deployment—and how targeted communication strategies can overcome these barriers. Leah also discusses the role of peer-to-peer storytelling, the importance of trusted messengers, and how digital media ecosystems influence climate outcomes. The episode also examines Good Power's expansion into regenerative agriculture, the role of demand creation in scaling sustainable food systems, and how emerging technologies like AI are reshaping climate communication.

Rethinking EHS: Global Goals. Local Delivery.
Navigating Energy Regulations: Lessons from Switzerland

Rethinking EHS: Global Goals. Local Delivery.

Play Episode Listen Later Jul 21, 2026 8:42


This bonus episode expands on the themes discussed in Episode 5 by providing a practical example of how energy resilience strategies are implemented at the local level. The discussion focuses on Switzerland's requirements for large energy consumers, organisations that exceed defined thresholds for electricity or heat consumption and are therefore subject to specific obligations to improve energy efficiency and reduce emissions. The guests explain the regulatory pathways available, including target agreements, energy audits, and cantonal agreements, highlighting how requirements can vary across Switzerland's 26 cantons. Ultimately, the case study reinforces a central theme of the series: global challenges require locally informed solutions, and energy resilience depends on balancing regulatory compliance, operational efficiency, and long-term sustainability goals. Guest quotes: Mariarosaria Gagliotti: “By meeting the definition of a large energy consumer, the company is obligated to take action, implementing reasonable measures to optimise energy consumption.” Sofiane Kessouar: “The LEED certification provides a framework for designing, constructing and operating highly efficient and cost-saving green buildings.” Timestamps: 00:00:00 – Introduction to the Swiss energy resilience case study 00:01:11 – Defining large energy consumers in Switzerland 00:02:13 – Legal obligations for energy efficiency and emissions reduction 00:02:31 – Regulatory compliance pathways and available options 00:03:31 – Choosing the most appropriate compliance strategy 00:04:09 – Single-site versus multi-site considerations 00:04:54 – Understanding Switzerland's cantonal structure 00:05:22 – Local regulations and sustainable construction leadership 00:05:55 – Introduction to LEED certification 00:06:31 – Benefits of green building standards 00:07:06 – Key LEED certification categories 00:07:39 – Lower operating costs and environmental benefits 00:07:57 – Reflections on local expertise and real-world case studies 00:08:06 – Closing remarks and the value of global collaboration Sponsor Copy Rethinking EHS is brought to you by the Inogen Alliance. Inogen Alliance is a global network of 70+ companies providing environment, health, safety, and sustainability services, working together to provide one point of contact to guide multinational organizations to meet their global commitments locally. Visit inogenalliance.com to learn more. --- Links https://Inogenalliance.com/resources https://Inogenalliance.com/podcast Produced by Madcontent.co.nz  

The Asia Climate Finance Podcast
Ep89 India's Net Zero: Commercial Reality or Clever PR? with Arun Kumar, Asia Research and Engagement

The Asia Climate Finance Podcast

Play Episode Listen Later Jul 20, 2026 47:31 Transcription Available


Comments/ideas: ACFpod@outlook.comIs India's net zero push real, or just clever PR? Arun Kumar of Asia Research and Engagement joins the podcast to explain why the greenwashing era is ending and why decarbonisation now wins on cost, not sentiment. We dig into the hard-to-abate sectors, green steel and cement, alongside power, coal, renewables, carbon markets, corporate PPAs and how Indian banks are pricing climate transition risk. Essential listening for anyone in climate finance, energy transition and sustainable investment across India and the wider Asia Pacific.Ref.: Asia Research and Engagement Group, ARE's Asia Transition PlatformABOUT ARUN: Arun Kumar is a Strategic Advisor at Asia Research and Engagement (ARE), a Singapore-headquartered organisation whose collaborative platform connects institutional investors with large listed companies to accelerate the energy transition. His focus spans the highest market-cap companies in hard-to-abate sectors, Power, Cement, Steel and Automobiles, plus Banks and financial institutions. A recognised expert in India's power sector with over 30 years of experience, Arun brings deep expertise across power trading, management consulting and equity research. He has held senior positions at PTC India, HSBC, KPMG and CRISIL, advising investors, policymakers, regulators and corporates on critical aspects of the energy sector. His work spans Asia, the US, Europe and India. Arun holds a Master's in Economics from the Delhi School of Economics and an MBA from IMI Delhi, plus an advanced certification in Cloud Computing, Data Analytics and Blockchain from IIT Madras.Recommendations:Climate Capitalism by Akshat Rathi: A Bloomberg journalist's ground-level account of how clean technologies, from China's electric cars and batteries to solar, wind and green steel, are becoming commercially viable and profitable.  https://www.hachette.co.uk/titles/akshat-rathi/climate-capitalism/9781529329957/ Value(s): Building a Better World for All by Mark Carney: The former Bank of England governor and current Canadian Prime Minister argues that finance and markets must be steered by human values rather than price alone. https://books.google.com/books/about/Value_s.html?id=Jz6XzQEACAAJHOST, PRODUCTION, ARTWORK: Joseph Jacobelli  |  MUSIC: Ep76 onward excerpts from Vivaldi's La Follia, played by Luca Jacobelli.

NewsData’s Energy West
Danielle Hughes of Tahoe SPARK on Liberty Utilities Rates and Procurement Controversy

NewsData’s Energy West

Play Episode Listen Later Jul 17, 2026 27:19


This episode of People in Power features Danielle Hughes, a long-time resident of Lake Tahoe and CEO of Tahoe Spark (Supporting Permanent Affordable Residential Kilowatts). Tahoe Spark is a 501(c)(4) nonprofit regional energy and public policy organization focused on energy affordability, climate resilience, infrastructure transparency, and regulatory oversight in Liberty Utilities' California service territory. According to Hughes, Liberty residential utility customers lack a say in energy planning and procurement, a situation she says state energy regulators are allowing to happen. She also explores issues around the process by which Liberty is going about securing a new energy supply contract after its previous one was canceled by NV Energy.

TDAM Talks
Do Investors Need Commodities in Their Portfolios Again? | Portfolio Manager Views Podcast[

TDAM Talks

Play Episode Listen Later Jul 16, 2026 32:50


Commodities are back in the spotlight and new data centers, expanding power grids, and manufacturing changes are driving explosive demand. However, years of underinvestment are making it hard to meet that increased consumer demand. With inflation, geopolitical tensions, and the growing demand for energy and raw materials adding to the mix, what questions should investors consider in today's market? In this episode, you'll hear what's driving markets such as copper, gold, oil, and agriculture, and why some investors are taking a fresh look at commodities for diversification and inflation protection. If demand keeps growing while supply remains constrained, what could that mean for portfolios in the years ahead? Join Hussein Allidina, Managing Director, Head of Commodities, TD Asset Management Inc. (TDAM), Humza Hussain, Vice President & Director, Commodities, TDAM, and Adam Grinbergs, Associate, Portfolio Research, TDAM as they examine the supply and demand forces shaping commodity markets and discuss the role they can play in portfolio diversification and inflation protection. Highlights include: 04:11 What commodities are and how investors gain exposure through futures markets 06:08 Why underinvestment, electrification, AI infrastructure, and reshoring are supporting commodity demand 11:03 Copper's supply challenge and why new production is taking longer to develop 16:00 The role commodities can play in diversification and inflation protection 23:19 Views on key commodity markets, including agriculture, natural gas, copper, gold, and oil       For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/podcast Email any questions or ideas for future episodes to: td.tdamtalks@td.comPlease follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cleaning Up. Leadership in an age of climate change.
Batteries Are The Killer Tech Of The Energy Transition | Ep267: Alex Shoer

Cleaning Up. Leadership in an age of climate change.

Play Episode Listen Later Jul 15, 2026 61:14


China transformed solar from one of the world's most expensive energy technologies into the cheapest source of electricity in just a couple of decades. And now it's doing the same with batteries, with prices plummeting around the world. This week on Cleaning Up, Bryony Worthington is joined by Alex Shoer, Managing Director of GridVest, who spent almost a decade building renewable energy businesses in China before bringing those lessons back to the United States. They discuss the lessons behind China's clean energy success, the evolution of solar subsidies, and why battery storage is becoming essential for everything from renewable energy to AI data centres. They explore whether collaboration rather than competition will shape the next phase of the global energy transition, and in which technologies the U.S. still holds a competitive advantage. Topics covered: China's blueprint for scaling clean energy The impact of ending solar subsidies Why batteries are becoming more valuable than solar alone Can AI and data centres accelerate the battery boom? Ford, CATL and the future of global partnerships Competing vs partnering with China Financing the next generation of energy infrastructure The future of battery tech and U.S. innovation Leadership Circle Cleaning Up is proud to be supported by its Leadership Circle. The members are Actis, Alcazar Energy, Arup, Copenhagen Infrastructure Partners, Cygnum Capital, Davidson Kempner, Ecopragma Capital, EDP, Eurelectric, the Gilardini Foundation, KKR, Mitsubishi Heavy Industries, National Grid, Octopus Energy, Quadrature Climate Foundation, Schneider Electric, SDCL and Wärtsilä. For more information about the Leadership Circle, visit cleaningup.live Links Alex Shoer's bio: Alex Shoer Sign up to our newsletter: cleaninguppod.substack.com GridVest: https://gridvest.com/ Seeder Clean Energy: https://seederenergy.com/   Acronyms RE100: Renewable Energy 100% Commitment PPA: Power Purchase Agreement S-REC: Solar Renewable Energy Credits I-REC: International Renewable Energy Certificate IRR: Internal Rate of Return ITC: Investment Tax Credit FEOC: Foreign Entity Of Concern CPUC: California Public Utility Commission NMC: Nickel Manganese Cobalt LFP: Lithium Iron Phosphate AHJ: Authorities Having Jurisdiction

Climate 21
The Battery Isn't the Bottleneck: Why Hydraulics Are Blocking Heavy Equipment Electrification

Climate 21

Play Episode Listen Later Jul 15, 2026 37:53 Transcription Available


Get in touch - leave me a messageHeavy machinery can waste three quarters of the energy fed into it. The battery may not be the real electrification bottleneck.In this episode, I speak with Hiten Sonpal, CEO of Rise Robotics, about a neglected part of the energy transition: the hydraulic systems inside construction, mining, and port machinery.You'll hear why conventional hydraulics are only around 25% efficient, how that forces manufacturers to install larger batteries, and why electric heavy equipment can become commercially unviable before it reaches the market.We dig into how Rise Robotics' beltdraulic systems replace oil and pressure with belts and pulleys - cutting battery size, charging demand, downtime, maintenance, and hydraulic leaks. Hiten also explains how drive-by-wire creates the data needed for teleoperation, digital twins, and autonomous machinery.You might be shocked to learn that better efficiency can matter more than better batteries. That shift could reduce costs across the machine, charging network, and grid, while accelerating decarbonisation, emissions reduction, and progress towards net zero.We also examine where adoption may happen first, from mining and ports to marine and food production, and why policy alone cannot solve this industrial transition.

My Climate Journey
Koloma's Bet on Buried Hydrogen for Farmers

My Climate Journey

Play Episode Listen Later Jul 14, 2026 48:46


Pete Johnson, Co-founder and CEO of Koloma, joins Inevitable to break down geologic hydrogen — naturally occurring hydrogen found deep underground — and why he believes it could be the first new primary energy source since nuclear power in the 1950s. Koloma has raised more than $400 million from Khosla Ventures, Breakthrough Energy Ventures, Amazon's Climate Pledge Fund, Osaka Gas, and Mitsubishi Heavy Industries, and holds roughly 20 million acres of exploration rights across the U.S. Midcontinent, the Philippines, Australia, and Canada. Pete explains why Koloma's first commercial target isn't power generation but ammonia and fertilizer production in the U.S. Midwest, where farmers pay a $150-per-ton premium on imported ammonia. He walks through the geology of where natural hydrogen forms, how Koloma's 25-year proprietary subsurface dataset shapes its exploration strategy, what it actually takes to prove a commercial-scale discovery, and how he separates genuine clean-hydrogen economics from tax-credit-driven projects. Episode recorded on June 24, 2026 (Published July 14, 2026) In this episode, we cover:  [0:00] Intro: Pete Johnson and Koloma's geologic hydrogen bet [2:02] What "Koloma" means — and the gold rush origin story [3:31] Where geologic hydrogen actually forms [7:07] The Iowa project and why the resource lines up with demand [7:51] The $150/ton ammonia premium hitting Midwest farmers [10:53] Why hydrogen pipelines aren't the real bottleneck  [13:52] Koloma's model: exploration engine, not driller [15:12] What makes hydrogen exploration so hard [18:13] How big a discovery needs to be to matter commercially [22:39] Power vs. ammonia: how end use changes the math [23:50] The Philippines opportunity and energy security stakes [28:48] Pete's path: solar, Monolith Materials, and stumbling into hydrogen [35:53] Sorting real clean hydrogen from a tax credit grab [38:52] Current state of Koloma: 20 million acres and what's next [42:04] Where Koloma needs help — policy and data 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

Resources Radio
One City's Unique Approach to the Energy Transition, with Shoshannah Lenski

Resources Radio

Play Episode Listen Later Jul 14, 2026 31:08


This week, host Daniel Raimi welcomes Shoshannah Lenski, executive director of the Ann Arbor Sustainable Energy Utility (SEU), a municipal energy utility that is fully powered by renewable sources, optional for residents, and supplemental to the existing electricity grid. Over the past few months, the SEU has been installing solar energy systems in households to scale back dependence on carbon-intensive infrastructure, focusing on underserved communities that historically have lacked reliable, affordable electricity. Providing renewable energy as a public utility—with no up-front costs to residents—offers creative solutions for problems such as stress on the electric grid due to data center build-out, low access to renewable energy for property renters, and repealed federal assistance for solar installations. Lenski walks through the SEU's ambitious next steps, including constructing neighborhood-scale geothermal systems that provide heating and cooling, and building “microgrids” of interconnected sites that share the energy generated by their solar systems. References and recommendations: Ann Arbor Sustainable Energy Utility; https://www.a2gov.org/sustainable-energy-utility/ “The Ice at the End of the World” by Jon Gertner; https://www.penguinrandomhouse.com/books/239762/the-ice-at-the-end-of-the-world-by-jon-gertner/ Subscribe to stay up to date on podcast episodes, news, and research from Resources for the Future: https://www.rff.org/subscribe/

Active Energy Podcast
Hungary's Energy Transition: Growth, Policy, and Market Opportunity Insights

Active Energy Podcast

Play Episode Listen Later Jul 13, 2026 23:44 Transcription Available


Host Russell Reading speaks with Gabor Szabo, Renewable Energy and Carbon Advisory Senior Consultant, from Schneider Electric about Hungary's evolving renewables landscape, with strong solar growth, an emerging PPA market and corporate interest from the automotive and industrial sectors. The episode covers wind development challenges and recent regulatory changes, grid constraints, and how upcoming GHG protocol guidance and a new government could shape corporate decarbonization and future renewable projects.

Climate 21
AI Is Infrastructure: Its Water, Power, and Governance Costs Can't Be Deferred

Climate 21

Play Episode Listen Later Jul 8, 2026 42:36 Transcription Available


Get in touch - leave me a messageAI isn't weightless. Every model, token, and workflow sits on land, water, power, heat, and governance choices.In this episode of Climate Confident, I'm joined by Sophia Mendelsohn, who leads SAP's Global Sustainability Platform. We look at AI not as abstract software, but as physical infrastructure with real consequences for climate tech, decarbonisation, the energy transition, policy, and the businesses racing to use it.You'll hear why data centres now sit at the centre of the sustainability conversation. Treat AI as “just software” and you defer the hard questions: where the power comes from, how water is used, how communities respond, and who is accountable when emissions reduction promises meet infrastructure reality.We dig into how sustainability teams can move beyond PDFs and carbon accounting, and into procurement, supplier data, financial planning, and board-level AI decisions. Scope 3 comes up too - including the awkward truth that asking suppliers for data does not mean you'll get usable answers.You might be shocked by how AI could shift the balance of power: from waiting for disclosures to calculating baselines, testing assumptions, and making better net zero decisions before systems lock in.

Innovation Forum Podcast
Challenges and opportunities associated with the energy transition

Innovation Forum Podcast

Play Episode Listen Later Jul 7, 2026 5:36


Tanja Lischka, senior director for government affairs at Siemens Energy, talks with Ian Welsh about the power grid evolution required as electrification continues to be rolled out, and the challenges and opportunities this represents.

The India Energy Hour
The Next Leaps of India's Energy Transition| ft. Gauri Singh

The India Energy Hour

Play Episode Listen Later Jul 3, 2026 55:52


Over the past decade, India has emerged as one of the world's leading renewable energy markets. Clear policy direction, competitive markets, and strong public and private investment have helped drive this transformation. But as the energy transition enters its next phase, new challenges are emerging—from grid modernization and energy storage to affordable finance and regional cooperation.In this episode, we are joined by Gauri Singh, Deputy Director-General of the International Renewable Energy Agency (IRENA) and one of the key architects of India's flagship National Solar Mission. With over three decades of experience in renewable energy policy and international cooperation, she shares insights from India's clean energy journey and discusses what lies ahead for India and the Global South.Full transcript of the episode is available in English. Presented by 101ReportersGauri Singh is on LinkedIn and Twitter. Follow TIEH podcast on Twitter, Linkedin & YouTube Our hosts, Shreya Jai on Twitter, Linkedin & Dr. Sandeep Pai on Twitter, Linkedin

Resources Radio
America at 250: A History of Energy Transitions in the United States, with Liz Moyer

Resources Radio

Play Episode Listen Later Jun 30, 2026 31:53


This week, host Kristin Hayes invites Liz Moyer on the podcast to break down the history of US energy use in commemoration of the country's 250th year of independence. Moyer is an associate professor at the University of Chicago, and along with research collaborators, she created an animated Sankey diagram—a chart that quantifies and depicts the flow of volume from one stage or category (in this case, different energy sources) to another (economic sectors in which the energy is used)—to visualize the evolution of US energy over time. In this episode, Moyer explains the mechanisms behind past US energy transitions, from the expansion of railroads in the 1860s to the oil crisis of the 1970s, and provides insights on the current energy transition toward electricity. References and recommendations: “US Energy History Visualization” by Robert Suits, Nathan Matteson, and Elisabeth Moyer; https://us-sankey.rcc.uchicago.edu/ “Energy Transitions in US History, 1800–2019” by Robert Suits, Nathan Matteson, and Elisabeth Moyer; https://static1.squarespace.com/static/54dcfad0e4b0eaff5e0068bf/t/5fbeba6ffa04221c71019ccc/1606335091993/Suits_Matteson_Moyer_2020_Energy_Transitions.pdf “Charting the evolution of U.S. energy since 1800—from horsepower to renewables” by Rob Mitchum; https://news.uchicago.edu/story/charting-evolution-us-energy-1800-horsepower-renewables “Infrastructure: A Guide to the Industrial Landscape” by Brian Hayes; https://wwnorton.com/books/9780393349832 Subscribe to stay up to date on podcast episodes, news, and research from Resources for the Future: https://www.rff.org/subscribe/

Energy vs Climate
BONUS | EvC vs The Internet: David, Sara, and Ed respond to the comment section

Energy vs Climate

Play Episode Listen Later Jun 30, 2026 46:02 Transcription Available


They say there's no growth without feedback. This season, you've given us plenty of it.In this episode, David, Sara, and Ed do something most podcasters shouldn't do: they read the comments. Out loud and on purpose.Some feedback was positive. Some was additive. Some fell into the category we're calling "strongly suggestive." If you've ever left a comment on an EvC clip wondering whether David, Sara and Ed actually saw it: they did. This is what they had to say back.Send us a text (if you'd like a response, please include your email)Follow us on:LinkedInBlueskyX/TwitterInstagramEnergy vs Climate relies on the support of our generous listenersDonate to keep Energy vs Climate goingProduced by Bespoke Podcasts

Redefining Energy
235. European Sovereign Neocloud - Jun26

Redefining Energy

Play Episode Listen Later Jun 29, 2026 32:11 Transcription Available


Gerard and Laurent welcome Michel Boutouil, co-founder and CEO of Polarise, a leading European AI infrastructure provider and NVIDIA Cloud Partner based in Berlin. After discussing about what happens outside of a datacenter, it is time to dive inside one.  Polarise is one of the few genuinely European NeoCloud companies — essentially a European counterpart to CoreWeave — specializing in GPU infrastructure for AI inference. Through its partnership with NVIDIA, Polarise designs its datacenters around the GPU rack itself, using liquid cooling from the outset rather than starting with a traditional real estate-first approach. The company has already developed AI factories in Germany, Norway and the UK.  In the conversation, we explore the growing commoditization of large language models and why the real long-term value may lie in AI factories — facilities that are fundamentally different from conventional datacenters. Given Europe's notoriously long grid-connection timelines, Polarise focuses on refurbishing brownfield sites with under 50MW of grid access instead of pursuing massive gigawatt-scale campuses. It's a pragmatic “pod” strategy: adapt to the grid's constraints rather than try to reshape the entire energy system.  We also tackle the thorny issue of digital sovereignty. With the U.S. CLOUD Act allowing U.S. authorities access to data managed by American tech companies, it is fair to ask what hyperscalers are doing with European data — and whether Europe needs its own sovereign AI infrastructure. Polarise has secured €1 billion in backing from Swiss investor SWI Stoneweg Icona, but even that is modest compared with the hyperscalers' spending power. For comparison, SpaceX has reportedly invested around $40 billion in Colossus 1 and 2 alone.  So, what does the future of the European AI ecosystem look like? Michel's answer is clear: Europe should not try to outspend China or the United States head-on. Instead, it should play to its strengths — smart execution, agility, flexibility, and the ability to learn quickly from the mistakes being made elsewhere.    “Today's show is supported by the BMW Foundation Herbert Quandt. The BMW Foundation unites leaders across sectors to develop solutions that foster an innovative economy and a future-proof society. A key focus is "Energy Transition & Climate Change," where the Foundation drives "International collaboration to accelerate the energy transition." With rising energy demands from AI and data centres, new partnerships, effective collaboration, and the exchange of science-based solutions and strategies are essential.”  

Climate 21
AI's Energy Paradox: More Compute Could Cut Industrial Emissions

Climate 21

Play Episode Listen Later Jun 24, 2026 41:44 Transcription Available


Get in touch - leave me a messageWhat if AI's biggest climate impact isn't chatbots, but cutting real energy waste in buildings, grids, and factories?In this episode of Climate Confident, I'm joined by Philippe Rambach, Chief AI Officer at Schneider Electric, to unpack one of the sharpest tensions in climate tech today: AI is increasing electricity demand, but used well, it may also be one of the tools we need for decarbonisation, emissions reduction, and a faster energy transition.You'll hear why Philippe argues that the real opportunity is not in chasing every shiny new model, but in applying AI to physical systems: reducing peak demand, optimising building energy use, supporting grid operators, and helping companies move from pilots to production. We dig into Schneider Electric's work on using AI to cut energy waste, including the striking claim that in some energy-saving applications, the carbon emitted to run the model can be dwarfed by the energy saved.We also get into the hard bits people love to ignore because apparently spreadsheets and wishful thinking are still considered strategy in some quarters. Why do so many AI pilots fail to scale? Why does domain knowledge matter as much as technical skill? How should businesses think about responsible AI, privacy, policy, net zero, and the operational realities of electrification?This is a practical conversation about AI for energy, not AI theatre.

Columbia Energy Exchange
Michael Cembalest Does the Math on the Energy Transition

Columbia Energy Exchange

Play Episode Listen Later Jun 23, 2026 57:46


The energy transition is in the midst of its own transition. Spiking electricity demand and geopolitical events are driving up energy prices, while debates over the best sources of generation play out amid supply chain constraints and questions about whether or not the energy crisis in the Strait of Hormuz will accelerate a transition away from oil and gas.  But underneath all those debates is a more basic question: do we have the data, evidence, and analytical clarity that is needed to understand where the energy world actually stands? Today on the show, Jason Bordoff speaks with Michael Cembalest about "Fighting Words: The Energy Transition in 2026," the latest installment of Michael's annual "Eye on the Market" energy report. It takes a hard look at the state of the energy transition and the many battles shaping the energy world today, from the so-called "primary energy fallacy," which can obscure how much useful energy renewables actually provide, to China's dominance in the sector, to the economics of electric vehicles. Michael is chairman of market and investment strategy for J.P. Morgan Asset Management. Prior to this role he was chief investment officer for J.P. Morgan's Global Private Bank, and has spent his entire career at the bank, joining the securities division in 1987. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Gregory Vilfranc.  

My Climate Journey
The Electric Motorcycle That's Actually a Utility Company with Zeno

My Climate Journey

Play Episode Listen Later Jun 23, 2026 42:29


Michael Spencer is the Founder and CEO of Zeno, an electric mobility company building electric motorcycles, battery-swapping infrastructure, and distributed energy systems across East Africa. Drawing on experience from nearly a decade building businesses in East Africa and four years at Tesla during its hypergrowth era, Spencer is applying lessons from EV charging infrastructure to one of the world's largest transportation markets: two- and three-wheel vehicles. In this episode of Inevitable, Spencer explains why electrifying motorcycles in emerging markets may be one of the most efficient ways to reduce transportation costs and emissions. He discusses how Zeno combines hardware, software, and energy infrastructure to create a business that looks like an electric vehicle company on the surface but increasingly operates like a distributed utility. The conversation explores lessons from Tesla's Supercharger network, why Kenya became Zeno's launch market, how battery swapping and AI-powered infrastructure management drive capital efficiency, and why building hard-tech businesses may become even more valuable in an AI-driven world. Spencer also shares his vision for turning Zeno's charging network into a distributed renewable energy platform capable of serving both mobility and grid customers. Note: Zeno is an MCJ portfolio company  Episode recorded on June 8, 2026 (Published on June 23, 2026)  In this episode, we cover:  [00:00] The Trojan horse: what Zeno actually is [03:00] From East Africa to Tesla: Michael's path [04:36] Inside the supercharger rollout — and what it really taught him [08:02] Why two-wheelers are paradoxically easier to electrify [10:17] The Kenya opportunity: spending half your income on fuel [16:19] 200 charge points, $8M spent — how they did it [20:27] The AI matching algorithm behind 75% network utilization [23:20] Building a world-class team across four continents [28:17] Supply chain, oil prices, and the double-edged sword [32:03] Why hardware can't be vibe-coded [36:41] The five-year vision: from motorcycle company to distributed utility 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

Energy Policy Now
The West's New Electricity Markets

Energy Policy Now

Play Episode Listen Later Jun 23, 2026 48:07


Southwest Power Pool’s expansion into the West marks a major step toward greater regional coordination of the electric grid. --- Earlier this year the Southwest Power Pool, the electric grid operator for much of the central United States, expanded into the Western Interconnection, becoming the first Regional Transmission Organization to operate in both the Eastern and Western grids. The move comes as Western utilities seek to address rising electricity demand, the integration of growing amounts of clean energy, and concerns about future grid reliability, challenges that broader regional coordination may help address. SPP plans to build on that expansion with Markets+, a new regional market initiative scheduled to launch in 2027. Together, these efforts represent one of the most significant pushes yet toward greater electricity market coordination in the American West. They also come as California’s grid operator pursues its own effort to expand regional market participation through its Extended Day-Ahead Market, or EDAM, giving Western utilities multiple paths toward closer regional integration, each with different approaches to governance and market oversight. On the podcast, SPP Chief Executive Officer Lanny Nickell discusses SPP’s expansion into the West and the development of Markets+. He explains why Western utilities are becoming more interested in regional coordination, the tradeoffs between independence and larger markets, and what these developments may mean for the future of the electric grid in the American West. Lanny Nickell is the Chief Executive Officer of Southwest Power Pool. Related Content Mobile Energy Storage: Flexibility for the Energy Transition https://kleinmanenergy.upenn.edu/research/publications/mobile-energy-storage-flexibility-for-the-energy-transition/ Congestion in General Equilibrium: Nodal Electricity Pricing, Production, and Welfare https://kleinmanenergy.upenn.edu/research/publications/congestion-in-general-equilibrium-nodal-electricity-pricing-production-and-welfare/ 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.

Zero: The Climate Race
The energy transition debate we need to have

Zero: The Climate Race

Play Episode Listen Later Jun 18, 2026 44:31 Transcription Available


The key to tackling climate change is moving away from burning fossil fuels to using renewable energy. But in his book More and More and More, French historian Jean-Baptiste Fressoz argues that the world has never actually managed a successful energy transition before and current plans are unrealistic. Many have taken his writing to mean that stopping global warming is impossible, however, he tells Akshat Rathi this week on Zero, his view is actually quite different. Explore further: Jean-Baptiste’s book, More and More and More: https://www.penguin.co.uk/authors/306358/jean-baptiste-fressoz Zero is a production of Bloomberg Green. Our producer is Oscar Boyd. Special thanks to Sommer Saadi, Mohsis Andam, Sharon Chen and Laura Millan. Thoughts or suggestions? Email us at zeropod@bloomberg.net. For more coverage of climate change and solutions, visit https://www.bloomberg.com/green. See omnystudio.com/listener for privacy information.

french debate explore energy transition jean baptiste jean baptiste fressoz bloomberg green
The Bid
263: Asia's Infrastructure Moment: The Investment Opportunity Behind the Energy Transition

The Bid

Play Episode Listen Later Jun 12, 2026 18:41


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

The Bid
263: Asia's Infrastructure Moment: The Investment Opportunity Behind the Energy Transition

The Bid

Play Episode Listen Later Jun 12, 2026 18:41


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

KunstlerCast - Suburban Sprawl: A Tragic Comedy
KunstlerCast 444 — Richard Lyon on The Energy Trap: Why the Renewable Energy Transition Can't Work — And What Can

KunstlerCast - Suburban Sprawl: A Tragic Comedy

Play Episode Listen Later Jun 10, 2026 75:14


Richard Lyon is an electrical engineer, petroleum engineer, and energy economist. He spent more than twenty-five years in the oil and gas industry in senior operational management roles in the UK, Norway, Azerbaijan, Congo, and Cameroon. He writes about the gap between energy policy and physical reality at his Substack, State of Britain (richardlyon.substack.com). His book, The Energy Trap: Why the Renewable Energy Transition Can't Work — And What Can, will be published by Swift Press this coming September, 2026, available in the US through Amazon. The KunstlerCast theme music is the beautiful Two Rivers Waltz written and performed by Larry Unger

The Energy Gang
The Iran war and the energy transition: what happens when the world is focused on supply security, not emissions

The Energy Gang

Play Episode Listen Later Jun 9, 2026 49:28


The conflict in the Middle East has created severe disruption to shipping traffic through the Strait of Hormuz, taking roughly 20% of global supplies of liquefied natural gas (LNG) off the market. It has been a reminder that hundreds of millions of people rely on the international gas trade to heat our homes, fuel our industries and keep our lights on. And that trade is highly vulnerable to sudden shocks. In this special episode, recorded at Wood Mackenzie's Gas, LNG and the Future of Energy Conference in London, host Ed Crooks speaks with industry leaders and experts about the forces that are changing the gas business. Security of supply and affordability are now the top priorities for policymakers and business leaders around the world. But climate change has not gone away, and greenhouse gas emissions are going to be an increasingly significant issue in the future. Balancing those three imperatives is the trilemma that the energy industry has to solve.First, Ed talks to Anita Odedra, of the LNG platform MidOcean Energy, to discuss the critical role of geography. When energy supplies from the Middle East are disrupted, assets elsewhere in the world take on a greater importance. Joining Anita is Dr Valentina Kretzschmar, of Wood Mackenzie, who puts the shock from the Iran war into the context of a decelerating energy transition in the West. She walks through the EU Methane Emissions Regulation and why it is so hard to work out exactly how much escaped methane is associated with a cargo of imported LNG. And she talks about how the real threat to fossil fuels is cheap Chinese clean energy technology. Arturo Gallego, of Centrica Energy, is another industry leader who is attempting to balance consumers' immediate demands for reliable, affordable energy with long-term climate goals. He warns that if the Strait of Hormuz stays closed, Europe will struggle to find the gas it needs next winter, and high prices may be necessary to destroy demand. He makes the case for LNG as a transition fuel and for tackling greenhouse gas emissions step by step.TJ Conway, of the think-tank RMI, closes on a practical note. His work has focused on the technical solutions that make the EU methane regulation workable. He argues that his proposed framework could allow the EU to continue importing US gas, while still sending a signal that methane performance matters.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Columbia Energy Exchange
Jessica Uhl on the Fractured Energy Transition: Why Speed Matters Now

Columbia Energy Exchange

Play Episode Listen Later Jun 9, 2026 50:47


The clean energy transition had real momentum at the end of 2024. It was buoyed by federal support, billions of dollars of investment in new technologies, and broad acknowledgment of the costs of climate change caused by greenhouse gas emissions. But major roadblocks have emerged over the past 18 months. US support for some forms of clean energy was revoked. And rising energy costs, due in part to an urgent call for data center build-out, have made affordability a priority for many stakeholders. The challenge is truly daunting. Despite significant clean energy investments, some 80 percent of the world's energy is still derived from fossil fuels. Tariffs and supply disruptions have made clean energy infrastructure harder to build. So what does all of this mean for the speed and scale of the energy transition? How are businesses navigating so much instability when billions of dollars and decades-long infrastructure commitments are at stake? And what does this all say about whether the global energy system can ever be clean, accessible, and affordable? Today on the show, Bill Loveless speaks with Jessica Uhl about the challenges of and opportunities for making energy abundant, accessible, and clean.  Jessica has held senior leadership roles in upstream oil and gas, renewables, and power technology, including serving as CFO of Shell and later as president of GE Vernova. Jessica is now a senior advisor with the Three Cairns Group, an investment and philanthropic firm focused on the climate crisis. She also serves on a number of boards, including the executive and advisory boards at the Center on Global Energy Policy.  Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Gregory Vilfranc.  

AMERICA OUT LOUD PODCAST NETWORK
Deadly power blackouts coming if ‘energy transition’ continues

AMERICA OUT LOUD PODCAST NETWORK

Play Episode Listen Later Jun 1, 2026 57:00 Transcription Available


The Other Side of the Story with Tom Harris and Todd Royal – Judging from recent reports on the reliability of the PJM electric power grid, as well as the Electric Reliability Council of Texas, not to mention California's dance with converting to more and more intermittent wind and solar power, it sure looks like it. What will happen to Ottawa, Canada, one of the coldest capital cities in the...

The Health Ranger Report
Bright Videos News, May 25, 2026 - Out of the Ashes of the Petroleum Era, a New Energy Solution Arises

The Health Ranger Report

Play Episode Listen Later May 25, 2026 189:12


Stay informed on current events, visit www.NaturalNews.com  - Memorial Day Message and Introduction to Energy Technology (0:02) - Impact of the War in Iran on Energy Technology (3:59) - Commercialization and Future of LENR Technology (8:00) - Challenges and Opportunities in Energy Transition (9:11) - Memorial Day Sale and Store Updates (9:34) - Translation Projects and Future Plans (12:26) - Impact of the War in Iran on Global Energy Supply (14:56) - Advancements in Battery Technology (36:37) - Challenges in Data Center Development (56:16) - Potential for Decentralized Power Production (1:17:59) - X AI's Tactics and Community Pushback (1:18:16) - Health Impact of Gas Turbines (1:20:33) - Community Action and Activist Movements (1:22:41) - Technological Overkill and Data Center Viability (1:29:53) - China's Role in Data Center Scaling (1:33:58) - Digital ID and Surveillance Infrastructure (1:37:57) - The Spiritual and Practical Implications of Data Centers (1:46:01) - The Role of Decentralized Technology (1:53:12) - The Impact of Social Media and Addictions (2:06:28) - The Importance of Natural Dopamine Support (2:11:30) - Impact of Media and Pharma on Public Perception (2:33:51) - Awareness and Establishment Resistance (2:36:03) - Historical and Current Pharma Scandals (2:39:20) - Natural Solutions and Superfoods (2:41:33) - Impact of Toxic Ingredients and Seed Oils (2:45:28) - Glyphosate and Corporate Influence (2:53:25) - Personal Responsibility and Health Awareness (2:57:10) - Addiction Rescue Course and Dopamine Revolution (3:00:05) - Memorial Day Sale and Health Ranger Store (3:03:35) - Final Thoughts and Encouragement (3:08:55) Watch more independent videos at http://www.brighteon.com/channel/hrreport  ▶️ Support our mission by shopping at the Health Ranger Store - https://www.healthrangerstore.com ▶️ Check out exclusive deals and special offers at https://rangerdeals.com ▶️ Sign up for our newsletter to stay informed: https://www.naturalnews.com/Readerregistration.html Watch more exclusive videos here: