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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
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.
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
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.
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
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/
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.
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.
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.
Comments/ideas: ACFpod@outlook.comGlobal carmakers are currently hiding a massive 33% carbon gap, effectively operating as oil companies in disguise. Ben Scott from Carbon Tracker joins us to reveal why legacy auto giants face a "Kodak moment" as they lag behind the electric vehicle transition. We explore how China's EV dominance empowers the Global South to leapfrog fossil fuel dependency for strategic industrial survival. This conversation is essential for those interested in tracking how capital markets will soon reprice these hidden emissions as high-risk energy liabilities.Reference: Oil Companies in DisguiseABOUT BEN: Ben Scott is Head of Energy Demand and leads the automotive research at Carbon Tracker, a financial think-tank working to align capital markets with climate reality. Prior to Carbon Tracker, Ben worked at MUFG Bank in London, where he provided financial and industry analysis on the automotive sector to help manage the bank's credit exposure and risk appetite. He has also worked directly within the automotive industry at Aston Martin Lagonda. Ben began his career at IHS Markit, where he led the E-Mobility research service, focusing on decarbonisation and emissions legislation. Ben holds a degree in Physics from the University of Leeds.Recommendations:Cleaning Up: A podcast hosted by Michael Liebreich that features insights into the energy transition through interviews with CEOs, politicians, and climate finance experts. LinkCapital in Transition: A podcast series produced by Carbon Tracker that focuses on the financial research and analysis surrounding the global energy transition. Link (Spotify) Link (Apple)There Will Be Blood: A film starring Daniel Day-Lewis that depicts an oil tycoon's ruthless pursuit of wealth and power. LinkHOST, PRODUCTION, ARTWORK: Joseph Jacobelli | MUSIC: Ep76 onward excerpts from Vivaldi's La Follia, played by Luca Jacobelli.
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
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/
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
BUSINESS: World Bank OKs $1.02B for PH energy transition | June 30, 2026Subscribe to The Manila Times Channel - https://tmt.ph/YTSubscribe Visit our website at https://www.manilatimes.net Follow us: Facebook - https://tmt.ph/facebook Instagram - https://tmt.ph/instagram Twitter - https://tmt.ph/twitter DailyMotion - https://tmt.ph/dailymotion Subscribe to our Digital Edition - https://tmt.ph/digital Check out our Podcasts: Spotify - https://tmt.ph/spotify Apple Podcasts - https://tmt.ph/applepodcasts Amazon Music - https://tmt.ph/amazonmusic Deezer: https://tmt.ph/deezer Stitcher: https://tmt.ph/stitcherTune In: https://tmt.ph/tunein#TheManilaTimes#KeepUpWithTheTimes Hosted on Acast. See acast.com/privacy for more information.
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.”
In this episode we return to the critical issues surrounding the financing of infrastructure – and specifically how private investment can be levered in to support the global ambition for green energy transition.It is clear that the global push toward net-zero is fundamentally a challenge of capital mobilisation. While global institutional investors sit on an estimated $100 trillion in assets, less than 5% of this wealth flows into sustainable or green development. This must change if governments around the world are to meet their ambitions for a green energy transition. My guest today is Georgie Skipper, the founder of infrastructure investment consultancy Lucetia, someone who has worked on one of most ambitious clean energy project ever attempted and who has spent the last few decades wrestling with the accelerating global green energy ambition. Because energy transition is a huge global challenge; according to a recent report by the Australian Government, the emerging South east Asian region alone faces an estimated $3 trillion infrastructure investment gap by 2040 in meeting it's vital clean energy targets – targets that are crucial to the economy and its decarbonisation.And this kind of investment gap is a global issue; one that she has been highlighting at the recent Financing the Energy Transition in Southeast Asia series hosted by Bentley Systems and Lucetia Group in partnership with the Investor Group on Climate Change.The most recent of these meetings was held during the London Climate Action Week in June and before that at last year's COP30 meeting in Belém, Brazil.And it is these practical solutions and investment in so-called First of a kind technologies to bridge the gap between strategic policy intent and practical, on-the-ground project bankability, that Georgie hopes to employ to solve complex green investment challenges – not least given that Lucetia was recently appointed by Singapore's Energy Market Authority to develop the policy and investment guidelines for a new submarine power cable. So let's hear more about the market, the challenges, and we can smooth and derisk the global sustainable and green energy investment challenge.ResourcesLucetia GroupIEA report of Southeast Asia energyTransforming Infrastructure Performance summitInvestor Group on Climate ChangeAustralian Government report on SE Asian investmentWorld Meteorological OrganizationGreen Grids InitiativeSunCable projectMIT Sloane School of management
The practical challenge is that mines are high-energy, high-utilisation, long-life operations. Haul trucks run 16–18 hours a day, processing plants consume enormous power, and assets stay in service for decades. Diesel has very high energy density and fast refuelling — so any alternative has to compete on uptime, not just emissions. On top of that, many mines are remote and off-grid. Electrifying equipment means redesigning the entire power backbone — generation, storage, charging infrastructure — not just replacing engines. So the real challenge isn't technology availability, it's integrating new energy systems into capital-intensive operations without compromising safety, productivity or cost per tonne. So, what then are the key opportunities for operators to lower lifecycle GHG emissions from mining operations? And what are some practical actions the industry can take? Hear from Andy Hattersley, Senior Global Product Advisor for ExxonMobil and Julian Soles, who has extensive sector experience from his work with FLSmidth, Anglo and First Mode, in a one-off podcast hosted by ExxonMobil on 21 April. The discussion will explore how mining companies are adapting to the energy transition, key barriers to reducing emissions and practical steps to take the industry into a lower-emissions future. Veteran mining podcast host Rob Tyson will moderate. Learning objectives: Barriers to progress in reducing GHG emissions in mining. Choices and pathways operators are exploring to reduce emissions while optimising productivity. The anticipated energy mix of the mining haul fleet of 2040. Practical steps mining operators can take this year to shift their businesses into a lower emissions future. KEY TAKEAWAYS As human population and technological reliance grow, the global mining output must increase despite facing the continuous operational challenge of declining ore grades. The processing of large rocks into fine powder consumes a massive 40% to 60% of a mine's continuous energy, making simple choices like powering down the process incredibly difficult. Mining operators have historically been risk-averse regarding new infrastructure because core assets are capital-intensive and designed to last for up to 50 to 100 years. Early data shows that incorporating quick-charging plug-in hybrid battery systems into current diesel fleets can reduce overall diesel consumption by upwards of 30%. BEST MOMENTS "Mining is incredibly diverse... whether your mine is on-grid, whether it's off-grid, whether it's above ground, whether it's below ground” "Because of all those things, mining is generally very risk-averse at adopting new technologies. They want to see it—has it worked somewhere else? Has it worked for that particular ore type?” "The best thing you can do is not consume—don't consume the kilowatt-hour if you can avoid it" 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 RESOURCES ExxonMobil LinkedIn channel: https://www.linkedin.com/showcase/exxonmobil-global-land-fuels/ ExxonMobil Whitepaper Download Link: https://bit.ly/wp-mining-forward-lower-emission-mining-operations 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/
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.
As Ontario municipalities face growing pressure to repair and expand aging water and wastewater systems, some are asking whether new governance models could help manage the costs. Could municipal services corporations offer a viable solution, or do they raise new questions about oversight and public accountability? Michele Grenier, executive director of the Ontario Water Works Association, and Barbara Robinson, president of Norton Engineering, join Jeyan to discuss. Then, new research suggests a warming Arctic is reshaping vast lakes in northern Canada, raising concerns about what these changes could mean for freshwater ecosystems. Kathleen Rühland, senior scientist at Queen's University's Paleoecological Environmental Assessment and Research Laboratory, explains what scientists are finding and why it matters.See omnystudio.com/listener for privacy information.
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.
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
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.
What if the biggest barrier to the energy transition isn't generation or demand — but the invisible infrastructure layer connecting them? Lisa Magnuson has spent two decades at the intersection of utilities and technology, focused on one core challenge: how to turn complex infrastructure into real-world adoption. From her early years as the first marketing hire at Silver Spring Networks — helping large utilities adopt smart grid networking through a successful IPO — to a front-row seat at PG&E, she has watched the industry evolve from within. Now at Landis+Gyr, she is focused on the next phase of the transition: enabling a more intelligent, responsive grid through real-time data, connectivity, and grid-edge innovation. While most conversations about the energy transition focus on generation and demand, Lisa argues the real story is the invisible layer underneath: metering, data, and real-time connectivity. As electricity demand grows twice as fast as total energy demand — driven by EVs, data centers, and electrification everywhere — that backbone becomes non-negotiable. "When you put intelligence into the grid, it now can respond," she says. Extreme weather has raised public awareness of utility challenges in a way that little else has, creating what Lisa sees as the right conditions for real, scalable solutions to finally take hold.Lisa Magnuson is a marketing and communications leader with deep expertise in energy infrastructure and utility technology. She began her career at Apple and NeXT before joining Silver Spring Networks as the company's first marketing hire, rising over 14-15 years to VP of Marketing and staying through a successful IPO. She then moved to PG&E — one of Silver Spring's largest customers — where she experienced firsthand the operational and communications challenges utilities face. She subsequently held roles at Bozilla and Bloom Energy before partnering with Landis+Gyr on a rebranding initiative, where she now focuses on the company's transformation as a global leader in grid-edge intelligence. In This Episode: (00:00) Lisa Magnuson and the energy transition backdrop (04:07) From Apple and NeXT to Silver Spring Networks (07:54) Lessons from PG&E: ratepayers, customers, and communications challenges (09:29) Grid intelligence and Landis+Gyr's essential role in electrification (12:17) Lisa's Age of Adoption story: building the energy internet (13:47) Communicating grid complexity and what excites and worries Lisa Share with someone who would enjoy this topic, like and subscribe to hear all of our future episodes, send us your comments and guest suggestions! About the show: The Age of Adoption podcast explores the monumental transition from a period of social, economic, and environmental research and exploration – an Age of Innovation – to today's world in which companies across the economy are furiously deploying sustainable solutions – the Age of Adoption. Listen as our host, Keith Zakheim, CEO of Antenna Group, talks with experts from across the climate, energy, health, and real estate sectors to discuss what the transition means for business and society, and how corporates and startups can rise above competitors to lead in this new age. This podcast is brought to you by Antenna Group, a global marketing and communications agency that partners with Fully Conscious brands — those with the courage to lead transformative change across Climate & Energy, Real Estate, Health, and beyond. Our clients include visionary corporations, startups, investors, and nonprofits who recognize that meaningful impact requires more than awareness; it demands bold action. In today's Age of Adoption, where every sector must incorporate sustainable solutions into foundational systems, we amplify brands standing at the forefront of change, shaping a better future for our planet and its people. To learn more, visit antennagroup.com. Resources: Lisa Magnuson: https://www.linkedin.com/in/lisamag/ Antenna Group Keith Zakheim LinkedIn
Comments/ideas: ACFpod@outlook.comSummer Bae from Cleantech Group joins us to reveal how the Asia Pacific cleantech market is finally moving from hype to solid business proof. We dive into the "two valleys of death" for hardware startups and the urgent need for catalytic capital to bridge the regional funding gap. We explore how AI accelerates hardware breakthroughs and why the global focus has shifted from net-zero targets to energy security and resilience. Professionals in climate finance and business will gain vital insights into navigating institutional roadblocks and scaling frontier innovation across APAC.Ref.: Cleantech Group, Global Cleantech 100 Report, APAC Cleantech 25 Report, ABOUT SUMMER. Summer Bae is the Managing Director, APAC at Cleantech Group and is based in Singapore. Prior to Cleantech Group, Summer spent over 10 years at BloombergNEF, where she built partnerships with financial institutions, governments, and corporations to advance sustainable finance and clean technology adoption across the region. She focused on developing strategic relationships with C-suite leaders, particularly in Korea, Japan, and ASEAN. Earlier in her career, Summer held regional sales and planning roles at Datum Alloys, covering markets across Asia, Europe, and the Americas. She began her career at Sumitomo Chemical, where she managed chemical production line operations and was involved in business planning. Summer holds a Bachelor's degree in Asia-Pacific Sociology from Ritsumeikan Asia Pacific University in Japan and earned the Sustainable Investing Certificate from the CFA Institute in 2025.Recommendations: Nat Bullard Annual Presentation: A data-rich and accessible slide deck that provides a comprehensive summary of global developments in climate, energy, and technology.2026 Cleantech Forum Asia, 2026 Cleantech Forum Europe, 2027 Cleantech Forum North America: Professional networking platforms and international conferences held in three continents to support the commercialisation of new technologies.Company list: #Bloomberg Finance L.P. (BloombergNEF), #Cleantech Group LLC, #Fervo Energy, Inc., #Halcyon (Halcyon Group Holdings LLC), #Sumitomo Chemical Co., Ltd.HOST, PRODUCTION, ARTWORK: Joseph Jacobelli | MUSIC: Ep76 onward excerpts from Vivaldi's La Follia, played by Luca Jacobelli.
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.
In this episode of Elixir Wizards, Charles Suggs and Emma Whamond are joined by Mike Ratliff, co-founder and CTO of GridVar, to talk about the role software plays in the changing energy infrastructure. With over 30 years of experience in technology, Mike shares the path that took him from the early internet and cloud computing into energy and utility software, along with what he has learned about staying adaptable as the industry continues to shift. Mike explains why building software for the power grid comes with a very different set of constraints than building a typical web application and breaks down some of the challenges utilities are facing, including grid interconnection delays, power quality, increasing energy demand, and the growth of distributed energy resources. We also discuss demand response, microgrids, virtual power plants, battery storage, and how software can help utilities better understand and manage a grid that is becoming more complex. Mike also explains why Elixir and the BEAM are a strong fit for always-on energy systems, how an Erlang MQTT server first led him into the ecosystem, and what it takes to introduce Elixir inside an established organization. The episode closes with a broader look at AI-assisted development, the value of domain expertise, and why technical leaders still need communication, judgment, and a compelling story to move important ideas forward. Key topics discussed in this episode: Mike Ratliff's path from software to energy technology Lessons from three decades of technology industry change The value of generalists in modern software engineering Why good technical judgment remains difficult to replace Building software that interacts with physical infrastructure Why utility technology adoption can move slowly Understanding today's grid interconnection backlog Power quality challenges affecting new grid connections Using simulation to accelerate utility engineering studies Centralized and distributed approaches to grid management How solar energy creates the duck curve Using demand response to balance electricity consumption Edge devices supporting real-time grid coordination Microgrids and resilience in distributed energy systems Cybersecurity considerations for increasingly connected power grids Preparing utility infrastructure for extreme weather events Battery storage and the growth of renewable energy How virtual power plants coordinate distributed resources Why Elixir works well for energy software BEAM reliability for always-on utility infrastructure Discovering Elixir through Erlang and MQTT Building an early virtual power plant with Elixir Making the business case for an Elixir migration Why technical leadership also requires effective storytelling Links Mentioned: GridVAR https://www.gridvar.com/ GridPoint https://www.gridpoint.com/ https://en.wikipedia.org/wiki/2025_Iberian_Peninsula_blackout Demand Response: https://en.wikipedia.org/wiki/Demand_response Virtual Power Plant: https://en.wikipedia.org/wiki/Virtual_power_plant Microgrid: https://en.wikipedia.org/wiki/Microgrid Volts podcast: https://www.volts.wtf/
In this episode, Ernesto Guevara, Director of Sustainability Business Development, Ebara Elliott Energy, discusses sustainability and decarbonization in the energy sector. He explores the three pillars of decarbonization, and the importance of digitalization and workforce development in adapting to new energy technologies. The conversation also highlights the emerging markets of low-carbon ammonia and hydrogen, as well as the strategies for maintaining a sustainable and reliable supply chain.
Get in touch - leave me a messageWhat if one of the biggest climate risks in your portfolio is hiding in plain sight — in food, land, methane, and animal-dependent industries?In this episode of Climate Confident, I'm joined by Claire Smith, founder and CEO of Beyond Investing, to unpack why climate finance cannot stop at fossil fuels. Claire has spent years building investment products that screen for animal use, climate impact, weapons, defence, human rights issues, and risks mainstream ESG too often waves through with a clean conscience and a spreadsheet.You'll hear why Claire believes animal agriculture is a broken business model, propped up by subsidies and exposed to stranded asset risk in ways that echo the fossil fuel sector. We dig into how food systems connect to methane, water use, land use, biodiversity loss, emissions reduction, and supply chain fragility — and why treating food as a side issue in the energy transition is a mistake.You might be shocked to learn that animal agriculture uses around 75% of agricultural land while producing only 18% of calories. We also explore where climate tech, policy, and capital could help scale animal-free alternatives and resilient food systems that support decarbonisation, net zero, and real-world climate action.
The expansion of power and infrastructure to support the energy transition is unfolding against a complex backdrop. Policy uncertainty, geopolitical tension, and shifting market forces are colliding with record investment and a rapidly evolving mix of technologies. Ralph Ibendahl, Global Head of Energy Transition and Co-head of Power Utilities for Europe, assesses the challenges and opportunities with expert colleagues from the U.S., Canada, and Australia.Key Points• Increasing global power demand is leading to growth across all power types and grids.• Policymakers need to balance affordability concerns with growth opportunities.• Recent deals include financing for a major nuclear project in Canada, and build-out of Germany's grid.• Companies are drawing on a full mix of funding types, including infrastructure equity, private credit, and structured capital.• Many companies are turning to the public markets, where valuations are stronger.• RBC Capital Markets is guiding clients through this volatile market.
In this episode, Chris and Mark speak with Robert (Bob) Eccles, godfather of the sustainability disclosure movement, Oxford professor, and so much more. The interview builds off an exploration of Bob's most recent book, An American's Guide to Climate Change: How America Can Lead and Prosper. Bob wrote the book for the vast majority of Americans on the left and right who recognize climate change impacts and want something done—the book outlines what and how. From that base, the conversation extends to explore how climate change is a growing part of right-wing politics, especially for younger voters, and the different kinds of solutions they favor. Bob also opines on the state of corporate sustainability disclosure and its likely path forward, then closes with some unique advice for listeners.
Ed's new project, Critical Mass, starts with a deceptively simple question: if Canada decides it wants more nuclear power, can it actually deliver it? The answer turns out to be complicated.As part of the project, we're hosting four live town halls across the country. The first was recorded at Toronto Climate Week on June 5, featuring Todd Smith (former Ontario Minister of Energy, now VP at Candu Energy) and Brendan Frank (VP of Policy at Clean Prosperity). Together they work through the project's core tensions - cost, democratic legitimacy, and standardization - with the kind of honest talk you've come to expect from EvC.Thank you to Geoff Burt and The Consecon Foundation for helping make the evening possible. 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
The World Economic Forum's Energy Transition Index has been charting the progress of global energy systems for the last 16 years. The latest edition is published as the world has experienced an energy shock due to the closure of the Strait of Hormuz. We discuss what is helping and what is impeding the global transition to cleaner, more secure, more equitable energy. Guests: Lucy Craig, Director of Growth, Innovation, and Digitalization, DNV Boqiang Lin, Chair Professor, School of Management, Xiamen University Hosts: Robin Pomeroy, host Radio Davos; Nicholas Wagner, Manager, Energy Initiatives, World Economic Forum Links: Energy Transition Index 2026: wef.ch/ETI26 Related podcasts: The Iran oil shock: will it force the world to re-think the future of energy?: https://www.weforum.org/podcasts/radio-davos/episodes/oil-shocks-hormuz-iran-columbia-energy-exchange-jason-bordoff/ Chief Economists Outlook: counting the cost of the Hormuz crisis, with Maersk's Ilaria Maselli: https://www.weforum.org/podcasts/radio-davos/episodes/chief-economists-outlook-maersk-ilaria-maselli/ Cybersecurity Outlook 2026: the view from Interpol and the threat to 'OT': https://www.weforum.org/podcasts/radio-davos/episodes/global-cybersecurity-outlook-2026-interpol-dragos/ How to navigate a crisis: lessons from a chief investment officer: https://www.weforum.org/podcasts/radio-davos/episodes/julius-baer-view-beyond-risk-investment/ Financial fragmentation: the $6 trillion cost of breaking the "plumbing" of global finance: https://www.weforum.org/podcasts/radio-davos/episodes/financial-fragmentation/ Check out all our podcasts on wef.ch/podcasts: YouTube: - https://www.youtube.com/@wef/podcasts Radio Davos - subscribe: https://pod.link/1504682164 Meet the Leader - subscribe: https://pod.link/1534915560 Agenda Dialogues - subscribe: https://pod.link/1574956552
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
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
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
Get in touch - leave me a messageNo one wants to ship water around the world. That one line says a lot about the next phase of energy storage.In this episode of Climate Confident, I'm joined by Min Tang, Director of International Business at Rongke Power, one of the world's leading vanadium flow battery companies. We get into why long-duration storage is moving from climate tech side-story to core grid infrastructure, and why that matters for decarbonisation, energy transition planning, net zero delivery, emissions reduction, and policy.You'll hear why vanadium flow batteries are not trying to replace lithium-ion batteries, and why that matters. Different problem. Different tool. Min explains how flow batteries can run for more than 20,000 cycles, retain capacity over decades, and support grid-scale black start, the kind of resilience that becomes rather important when grids are asked to absorb more renewables, power more electrification, and stay upright while demand from industry and AI data centres grows.We dig into the economics too: why storage duration changes cost, how electrolyte leasing can cut upfront CapEx, and why local supply chains could become a major strategic advantage. You might be shocked to learn that localisation is baked into this technology because the electrolyte is mostly water. Glamorous? No. Important? Absolutely.
Energy and Environmental Economics Partner talks with CEM Associate Editor Abigail Sawyer about the changing shape of resource adequacy in the Desert Southwest as utilities try to thread the needle on reliably meeting a new level of "baseload demand" while striving for affordability and meeting state clean energy goals.
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.
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.
For years, electricity prices broadly tracked inflation. New pressures may be changing that. --- Electricity prices have become a major political issue in the United States, with policymakers increasingly focused on rising utility bills and the costs of meeting growing electricity demand. At the same time, renewable energy has often been blamed for driving prices higher. But what does the data actually show? Ryan Hledik of The Brattle Group discusses research conducted with Lawrence Berkeley National Laboratory on U.S. electricity price trends. The research finds that, nationally, electricity prices have largely tracked inflation, though significant regional differences tell a more complicated story. Hledik explains the factors that really drive electricity prices, the role of renewable energy, natural gas, and infrastructure investment, and why electricity costs vary so dramatically across the country. Hledik also explores whether 2025, when electricity prices rose faster than inflation nationally, marks the beginning of a new era of rising electricity prices, or a temporary departure from a longer-term trend. Ryan Hledik is an alumni policy advisor with the Kleinman Center for Energy Policy and a principal with The Brattle Group. Related Content: 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/ Boomtowns in the Battery Belt: Risks and Opportunities of Clean Energy Investments in Small Towns of America https://kleinmanenergy.upenn.edu/research/publications/boomtowns-in-the-battery-belt-risks-and-opportunities-of-clean-energy-investments-in-small-towns-of-america/ How PJM Is Grappling With Data Center Power Demand https://kleinmanenergy.upenn.edu/commentary/podcast/how-pjm-is-grappling-with-data-center-power-demand/ 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 wars unleashed by October 7th have left the Middle East deeply fractured—Iran battered and defiant, Gaza destroyed, Israel militarized, the Gulf insecure and divided. And an even bigger disruption lies just ahead: the oil revenues that built the modern Arab world will halve by 2050, forcing countries to redesign themselves. Marwan Muasher—a former foreign minister of Jordan and now a VP at the Carnegie Endowment for International Peace—joins The World Unpacked to make sense of a region in flux. He explains why Washington should get tougher on Israel, Gulf countries may already have peaked in power, and the end of oil could be a good thing. Like and subscribe to our channel: https://bit.ly/38sljlH Find the episode transcript and streaming audio, and get the show direct to your inbox, here: https://carnegieendowment.org/podcasts/the-world-unpacked/in-the-new-middle-east-no-one-is-in-charge Host: Follow Jon on X: https://x.com/JonKBateman Guest: Marwan Muasher: https://x.com/MarwanMuasher
It's been more than three months since the US attacked Iran, leading to the closure of the Strait of Hormuz that carries 20% of the world's oil and gas. The shock to energy markets has been so intense that some countries are taking longer-term measures to cope. This week on Zero, Akshat Rathi and Peter Guest explore the history of policy responses to energy shocks and what’s different in the 2020s. Read Akshat's feature article here: https://www.bloomberg.com/graphics/2026-energy-transition-iran-war 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.
Get in touch - leave me a messageWhat if the biggest greenwashing risk isn't bad intent, but business-as-usual marketing?In this episode of Climate Confident, I'm joined by Helen Neal, founder of HN Communications, to dig into one of the most under-discussed risks in decarbonisation: how companies talk about sustainability when regulation is tightening, public trust is fragile, and every net zero claim is being scrutinised. This matters because the energy transition will not be carried by technology alone. Climate tech, policy, capital, supply chains, and public confidence all depend on credible communication.You'll hear why traditional corporate messaging can push companies into unintentional greenwashing, why greenhushing is not a safe escape route, and why sustainability claims increasingly need the discipline of financial reporting: clear evidence, third-party verification, and language that can survive scrutiny.We dig into how AI can help check sustainability language, but also why human judgement still has to own the beginning and end of the process. Helen also explains why supply chain data, board accountability, regulation, and executive incentives are becoming central to credible climate leadership. A vague 2050 net zero pledge without a roadmap? That is not strategy. That is a red flag wearing a nice suit.If you care about emissions reduction, business resilience, decarbonisation, and the real-world mechanics of the energy transition, this one is worth your time.
Göran Sell brings an unusual resume to his new role as Cluster Manager Energy at the German-Australian Chamber of Industry and Commerce. In an interview, he explains how Germany and Australia are working together on the energy transition and what significance a decarbonization project on Borkum can have for the energy transition in Australia. - Göran Sell ist seit letztem Oktober Cluster Manager bei der Deutsch-Australischen Industrie- und Handelskammer und bringt ungewöhnliche Erfahrungen mit. Im Interview erklärt er, wie Deutschland und Australien bei der Energiewende zusammenarbeiten und welche Bedeutung ein Dekarbonisierungsprojekt auf Borkum für die Energiewende in Australien haben kann.
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...
Episode Summary: In this episode of the Solar Maverick Podcast, Benoy Thanjan speaks with members of the Solar Sisters about their organization, their partnership with Let's Share the Sun Foundation, and their recent delegation to Puerto Rico around International Women's Day. The conversation features Abby Hopper, Noelle Paige, Yejdie Olutosin, Addie Momyer, and Erin Greeson, who share how the Solar Sisters came together, why women's leadership matters in clean energy, and how solar and battery storage can create life-changing impact for communities facing energy insecurity. The group discusses their experience visiting La Casa de Bondad, a domestic violence shelter in Puerto Rico supported by Let's Share the Sun, and participating in a residential solar installation for a homeowner who relies on reliable electricity for medical needs. The episode also touches on the challenges facing Puerto Rico's grid, the role of solar and storage in energy resilience, the ongoing work of Let's Share the Sun to bring energy access to underserved communities, and a fundraiser Benoy is organizing on June 4th in Jersey City to support that mission. Biographies Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, solar plus storage developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MWs of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $50 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 MWs 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. Guests Information Abby Hopper Abby Hopper is the founder of Solar Sisters and former President and CEO of the Solar Energy Industries Association (SEIA). A passionate advocate for clean energy and women's leadership in the industry, Abby created Solar Sisters as a community built around three pillars: service, growth, and connection. She has been a driving force behind the Solar Sisters delegation to Puerto Rico, partnering with Let's Share the Sun to bring energy equity to domestic violence shelters on the island. Abby is widely recognized for opening doors for women across the clean energy sector and building a culture of collaboration over competition. Linkedin: https://www.linkedin.com/in/abigailhopper/ Noelle Paige Noelle Paige is Vice President of Project Development at Aspen Power, where she manages a large team and leads project development efforts. She is deeply passionate about workforce development, women in business, and the clean energy transition. Linkedin: https://www.linkedin.com/in/noellepaige/ Yejdie Olutosin Yejdie Olutosin is the Director of the Accelerate Program at ACORE, based in Washington, D.C., where she manages a market access platform supporting clean energy founders scaling solutions across the value chain. Since 2020, the program has grown to support over 60 companies across more than 30 states. A former Peace Corps volunteer originally from the U.S. Virgin Islands, Yejide brought a deeply personal connection to the Puerto Rico delegation, drawing on her own experience with energy insecurity in island communities. Linkedin: https://www.linkedin.com/in/yolutosin/ Addie Momyer Addie Momyer is Assistant General Counsel and Director of Legal Operations at the Solar Energy Industries Association, a role she has held since 2023. Prior to SEIA, she spent her career in public interest representation and litigation at Maryland Legal Aid. Addie is passionate about ensuring the clean energy transition happens equitably and that all communities are included. Linkedin: https://www.linkedin.com/in/addie-momyer-bb3752262/ Erin Greeson Erin Greeson is the founder and principal consultant of ClimateLine, a communications and marketing firm focused exclusively on companies committed to the clean energy transition. Linkedin: https://www.linkedin.com/in/eringreeson/ Stay Connected: Benoy Thanjan Email: info@reneuenergy.com LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com Website: https://www.solarmaverickpodcast.com/ Solar Sisters Website: https://solar-sisters.org Let's Share the Foundation Website: https://www.letssharethesun.org/ Summer Solstice Fundraiser Benoy is hosting the Summer Solstice Fundraiser on June 4th in Jersey City at Hudson Hall, bringing together the clean energy community for an evening of networking and impact. The event supports Let's Share the Sun, a nonprofit delivering solar and energy storage solutions to underserved communities in Puerto Rico, including families with critical 24 hour energy needs. The event will run from 6 PM to 10 PM and includes food, networking, and a special program at 8 PM featuring insights from the Let's Share the Sun team, delegation participants, and event sponsors. This will be Benoy's third delegation in the past year, and he highlights the importance of meeting beneficiaries firsthand and seeing how solar is transforming lives. Those interested in attending or sponsoring are encouraged to reach out directly or register here: https://luma.com/jl734ggi Please provide 5 star reviews If you enjoyed this episode, please rate, review and share the Solar Maverick Podcast so more people can learn how to accelerate the clean energy transition. Reneu Energy Reneu Energy provides expert consulting across solar and storage project development, financing, energy strategy, and environmental commodities. Our team helps clients originate, structure, and execute opportunities in community solar, C&I, utility-scale, and renewable energy credit markets. Email us at info@reneuenergy.com to learn more.
Get in touch - leave me a messageFake people. Fake comments. Real clean energy projects killed.This is what climate delay looks like in the AI era.In this episode of Climate Confident, I'm joined by Leah Qusba, CEO of GoodPower, an organisation working at the intersection of climate tech, culture, policy, and decarbonisation. We explore a hard truth about the energy transition: solar, wind, batteries, and electrification may be ready, but public trust, local permission, and disinformation are now decisive barriers to getting projects built.You'll hear why Leah believes fossil fuel dependence is becoming harder to defend as “secure energy”, especially when oil and gas volatility keeps spilling into bills, food prices, business costs, and household budgets. We dig into why clean energy should be framed less as sacrifice and more as protection: protection from price shocks, geopolitical risk, climate impacts, and the charming little habit fossil fuels have of making everything more expensive.We also get into GoodPower's research on what actually changes minds. Their storytelling work has reached tens of millions of people and, in tested campaigns, shifted audiences from NIMBY to YIMBY by 11%. Leah explains why the right messenger can matter more than the perfect message, why rural voices can unlock rural support, and why creators in food, fashion, gaming, cars, comedy, and culture may be more effective climate communicators than traditional climate voices.And yes, we talk about AI-generated disinformation in permitting decisions, fake public pressure, and why pre-bunking false claims before they spread may become essential for emissions reduction, net zero delivery, and climate policy that survives contact with reality.
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:
Peter Carlsson is Co-founder and former CEO of Northvolt, the European battery manufacturing company that raised more than $13 billion to build a homegrown battery supply chain for Europe, before filing for bankruptcy at the end of 2024. Before Northvolt, Carlsson spent more than a decade at Ericsson building global supply chains and later served as VP of Supply Chain at Tesla during the launch of the Model S. In this live episode of Inevitable from the AENU Summit in Berlin, Carlsson reflects on the rise and fall of Northvolt, the realities of competing with China's electro-industrial stack, and what Europe still gets right in manufacturing and innovation. Peter breaks down why batteries became strategically essential to Europe, what operational challenges slowed Northvolt's scale-up, and how changing EV markets, policy shifts, and financing pressures compounded those problems. Carlsson also mentions his new ventures: Aris Machina, an agentic operating system for manufacturing and Sonder Labs, a sodium-ion battery company focused on building chemistry and supply chains less dependent on China. He talks about AI-driven manufacturing, industrial automation, battery geopolitics, and where Europe can still compete in the next generation of energy and hardware systems. Episode recorded on April 28 2026 (Published on May 19, 2026). In this episode, we cover: (0:00) What happened at Northvolt (2:33) Takeaways from Ericsson and Tesla on factory operations (5:52) Why Europe needed a battery champion like Northvolt (7:01) Northvolt's strategy (8:47) The fall of Northvolt (12:23) The decision Peter wishes he had made differently (15:46) Was Northvolt's chemistry bet a mistake? (17:29) Sonder Labs: The promise of sodium-ion batteries (21:42) Can Europe still compete with China in batteries? (24:05) Aris Machina: AI agents for manufacturing operations (27:31) How AI changes factory productivity and the labor market (29:05) Data sovereignty, AI infrastructure and software challenge (32:35) Industrial automation, precision manufacturing, and fusion (34:48) Where Europe still wins (36:01) Final thoughts on Europe's industrial future 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
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