Podcasts about Engie

French multinational electric utility company

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Best podcasts about Engie

Latest podcast episodes about Engie

Catalyst with Shayle Kann
The rise of metal fuels

Catalyst with Shayle Kann

Play Episode Listen Later Aug 27, 2026 40:29


Diesel generators remain ubiquitous because they offer an unusually powerful combination of low cost, high energy density, long-duration storage, and reliable off-grid power. But their pollution, noise, maintenance requirements, permitting challenges, and growing footprint are becoming increasingly problematic as data centers drive demand for backup generation. In this episode of Catalyst, Shayle Kann talks with Richard Wang, co-founder and CEO of Voya Energy, about the company's effort to replace diesel generators with generators powered by aluminum. Richard explains why diesel has been so difficult to displace, why natural gas and batteries fall short for some backup applications, and how Voya's electrochemical generator uses aluminum pellets and air to produce electricity. Unlike combustion-based generators, the system is designed to operate without air emissions, while offering high energy density, quiet operation, rapid startup, and long-duration capabilities. The conversation also explores aluminum's potential as a globally transportable energy carrier and why low-grade scrap aluminum could provide Voya's initial fuel supply. Richard and Shayle discuss: The global diesel generator market and why diesel remains dominant Why natural gas generators and batteries haven't displaced diesel Aluminum as a high-energy-density fuel How Voya Energy's electrochemical aluminum generator works Voya vs. diesel on cost, footprint, power quality, and runtime Using Voya generators as grid assets and battery alternatives Why metal fuels are becoming viable now Using low-grade scrap aluminum as fuel and the long-term vision for recyclable aluminum energy storage  Credits: Hosted by Shayle Kann. Produced and edited by John Sheehan. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor. This episode of Catalyst is brought to you by ENGIE, the smarter energy supplier. ENGIE doesn't just provide the power to run your business — they supply the energy to move it forward, with reliable, flexible solutions built for what's next. Learn more at engieresources.com. Catalyst is brought to you by EnergyHub. Peak season puts every grid to the test — and the utilities that pass are the ones that built flexible capacity before they needed it. EnergyHub works with more than 170 utilities to coordinate 2.5 million devices and 3.4 gigawatts of dispatchable flexibility through a single platform designed to perform when it counts most. See what that looks like at EnergyHub.com.  Catalyst is brought to you by Bloom Energy. Bloom Energy fuel cells deliver affordable, ultra-reliable onsite power for hospitals, utilities, and data centers – at speed and at scale. Learn more by visiting BloomEnergy.com.

Catalyst with Shayle Kann
Can AI revolutionize grid operations?

Catalyst with Shayle Kann

Play Episode Listen Later Aug 20, 2026 39:11


Everyone loves to talk about the “broken grid.” But if you look inside a utility's planning and operations functions, a different picture emerges: infrastructure that is remarkably reliable, built and run by engineers solving impossibly complex problems with often outdated tools. In this episode, Shayle Kann sits down with Josh Wong, CEO and founder of ThinkLabs AI, a company building physics-informed AI for utility planning and operations. They break down how utility studies get built today, the data cleanup headaches, the silos between teams, and the “worst case” mentality that drives an overbuild of infrastructure.  Shayle and Josh discuss: Why utility planning is split into silos across transmission, distribution, and DER planning. The gap between studies that identify grid problems and the work of actually solving them. What “physics-informed AI” actually means. The shift from AI that identifies problems to AI that actually solves them. The disconnect between utility planning and real-time operations. Should data center microgrids be treated as micro utilities? Resources: Latitude Media: GE spinout ThinkLabs has a new copilot offering for the grid Latitude Media: Do microgrids make sense for data centers? Latitude Media: The case against relying on behind-the-meter power for data centers Latitude Media: Unpacking DOE's proposal to transform data center interconnection Credits: Hosted by Shayle Kann. Produced and edited by Max Savage Levenson. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor. This episode of Catalyst is brought to you by ENGIE, the smarter energy supplier. ENGIE doesn't just provide the power to run your business — they supply the energy to move it forward, with reliable, flexible solutions built for what's next. Learn more at engieresources.com. Catalyst is brought to you by EnergyHub. Peak season puts every grid to the test — and the utilities that pass are the ones that built flexible capacity before they needed it. EnergyHub works with more than 170 utilities to coordinate 2.5 million devices and 3.4 gigawatts of dispatchable flexibility through a single platform designed to perform when it counts most. See what that looks like at EnergyHub.com.  Catalyst is brought to you by Bloom Energy. Bloom Energy fuel cells deliver affordable, ultra-reliable onsite power for hospitals, utilities, and data centers – at speed and at scale. Learn more by visiting BloomEnergy.com.

The Energy Gang
America's new gas boom. Can the industry meet soaring demand to power AI and export LNG while keeping energy affordable at home?

The Energy Gang

Play Episode Listen Later Aug 18, 2026 69:33


Gas is back at the center of the energy debate. Surging demand for electricity to power new data centres, and growing fears about global energy security resulting from the conflict in the Middle East, are raising some urgent questions for the US gas industry. Consumers want to know whether the US can produce enough gas for the world without losing the price advantage that has benefited American consumers for many years? Can a new era of gas growth strengthen energy security abroad and support cutting-edge technological innovation at home, while also maintaining affordability for most Americans?Host Ed Crooks and regular contributor Amy Myers Jaffe of NYU are joined by Toby Rice, Chief Executive of EQT, one of the largest natural gas producers in the US. Toby argues that America has the resources both to meet rising domestic demand and to supply much more gas to international markets, without sending prices soaring. He sets out EQT's case for US gas to drive growth, affordability, reliability and geopolitical influence. He also makes the case for the environmental benefits of gas as a replacement for coal in power generation.The Trump administration often talks about “energy dominance”. Toby says. He prefers to describe the goal as “energy abundance”.US gas prices have been low by international standards for most of the past 20 years. The big question is whether that price advantage can persist, in the face of rising LNG exports and growing power demand from AI. Ed raises the prospect that continued growth in demand for gas could eventually push up domestic prices, weakening one of the US economy's biggest competitive advantages.Toby's answer is that the shale resource base is deep enough to respond. He argues that at the right price signal, producers can bring on enough supply to support both the domestic market and a much larger export system. He also makes the case that increased US LNG export capacity can strengthen American energy security by creating more flexibility in times of stress, rather than simply exposing Americans to global volatility. Amy highlights the increased global focus on energy security. If countries are becoming more anxious about imported energy after recent geopolitical shocks, will they still want more LNG, even if it comes from a reliable supplier such as the US? Or will they step up investment in domestic alternatives, including renewables, batteries, nuclear, and even coal?Finally, Toby talks about his work with Energy Corps, the nonprofit organization he founded to bring energy abundance to emerging markets. It aims to deploy technologies including renewables, gas and propane for clean cooking, to increase access to modern energy, and demonstrate ways to improve the quality of life for billions of people around the world.More information about Energy Corps is available at its website: www.energycorps.com This episode of Energy Gang is brought to you by ENGIE, the smarter energy supplier. ENGIE doesn't just provide the power to run your business — they supply the energy to move it forward, with reliable, flexible solutions built for what's next. Learn more at engieresources.com.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

EV News Daily - Electric Car Podcast
ev.news Briefly: IONIQ 3, Lucid Gravity, French Subsidies & more | 17 Aug 2026

EV News Daily - Electric Car Podcast

Play Episode Listen Later Aug 17, 2026 4:16


It's ev.news Briefly for Monday 17 August 2026, only todays headlines and nothing else, in just 4 minutes if you haven't got time for the full show.Patreon supporters fund this show, get the episodes ad free, as soon as they're ready and are part of the ev.news Community. You can be like them by clicking here: https://www.patreon.com/evnewsHYUNDAI STARTS IONIQ 3 PRODUCTION IN TURKEYHyundai has begun building the IONIQ 3 at its Izmit plant in Turkey, the site's first EV, following a €250 million ($290 million) investment that modernised around half the facility. Initial output is 30,000 units a year, with Dutch prices from €27,995 ($32,000) and the next-generation BAYON and i20 to follow next year.HYUNDAI OPENS IONIQ 3 ORDER BOOKSHyundai Motor UK has opened orders for the IONIQ 3 compact hatchback from £22,245 on-the-road, positioning it against the Kia EV2, Renault 5 and VW ID Polo. Buyers choose a 42.2kWh battery with up to 213 miles or a 61kWh version with up to 308 miles, both charging 10-80% in about 30 minutes, and the car debuts Hyundai's Android Automotive-based PleOS Connect system. Grant eligibility is still pending.LUCID UNVEILS GRAVITY GT-SLucid's 2027 Gravity GT-S produces 1,070hp from a dual-motor powertrain and hits 0-60mph in 3.1 seconds, priced from $127,750 — about $14,000 below the outgoing Dream Edition. It comes with rear-wheel steering and adaptive air suspension as standard, while a 926V architecture supports 400kW charging that Lucid says adds 200 miles in under 12 minutes.FRANCE TO BACK USED ELECTRIC VEHICLESFrom September, France will subsidise used EV purchases and leases through the Energy Savings Certificates scheme, funded by energy suppliers including EDF, Engie and TotalEnergies under the polluter-pays principle. Cars must have been first registered in France between 2017 and 2023 and retain at least 80% battery capacity, with buyers required to keep the vehicle three years and to purchase through a dealer rather than privately.PORSCHE REPORTS POINT TO TAYCAN PHASE-OUTPorsche is reported to have agreed in principle with employee representatives to end Taycan production by 2029 or 2030, closing a roughly decade-long run, though nothing has been formalised or confirmed. Output has collapsed from 39,397 cars in 2023 to 11,510 in 2025, with first-half 2026 deliveries down 25% and no successor named as Porsche appears set to prioritise the electric Macan and Cayenne.TESLA ADDS V2L TO MODEL Y PREMIUMTesla has enabled vehicle-to-load for the Model Y Premium in the US and Puerto Rico, delivering 2.4kW at 120V via an $80 adapter that requires the Gen 3 Mobile Connector. Eligibility is narrower than the badge suggests, with reports indicating only newer Juniper-built cars from around May 2026 carry the necessary hardware, and Tesla still trails rivals offering up to 10.2kW.TESLA LEASES POWERWALL BACKUP IN TEXASTesla Electric is offering a whole-home Powerwall lease in selected Texas retail-choice areas for roughly $35 a month plus tax in year one, achieved by applying an $87 monthly credit to a two-unit lease costing about $122. The deal carries a 3% annual escalator, a $100 order fee, a 20% minimum backup reserve for virtual power plant dispatch, and credits that may not start until two billing cycles after installation and utility approval.CORVUS TO SUPPLY BATTERIES FOR BC FERRIES SUMMIT CLASSCorvus Energy will supply 40MWh of battery storage across four hybrid-electric Summit Class ferries for BC Ferries, each carrying 360 vehicles and 2,100 people and fitted with a 10MWh Dolphin NxtGen system. The hardware is scalable to 70MWh per vessel for near-zero-emission running once shore charging exists, with China Merchants' Weihai Shipyard delivering the first ship in 2029 and all four in service by 2031.FERRARI LUCE SELLS FOR $40 MILLIONChassis 0 of the Ferrari Luce, the marque's first EV and a one-off Tailor Made build designed by Sir Jony Ive's LoveFrom, sold for $40 million at RM Sotheby's Monterey auction, over 36 times its estimate and a record for a new car. The sale was offered without reserve and with no buyer's premium, sending the full amount to The Ferrari Foundation, with winning bidder Dr Herbert Wertheim taking delivery early next year.

Catalyst with Shayle Kann
Is now the time for DERs to scale? [re-published]

Catalyst with Shayle Kann

Play Episode Listen Later Aug 13, 2026 42:21


A decade ago, DERs were hot. The hype was that things like batteries, smart devices, and other distributed energy technologies would offset the need for expanding traditional grid infrastructure. But DERs never took off, at least not at the scale that many hoped for. They had high price tags and short track records compared to the existing substations, transmission lines, and generation options that utilities were familiar with. In short, the market didn't need them yet. Fast forward 10 years, and things have changed. Load growth is increasing while major grid bottlenecks — like in transmission, interconnection, and supply chains — may be opening up a new opportunity. So is the time finally right for DERs? In this episode, Shayle talks to his colleague Andy Lubershane, partner and head of research at Energy Impact Partners. Last week, Andy published a blog post making the case that DERs were a good idea that was just too early, but the market is ready now.  Original episode date: 9/18/2025. Shayle and Andy cover topics like: - What held DERs back a decade ago - Why now is different, including falling system costs and growing grid bottlenecks - The difference between demand response and virtual power plants - The potential hurdles to scale, like supply chain bottlenecks, foreign entity of concern regulations, and fire codes Resources: Latitude Media: Can distributed energy answer AI's power problem?  Open Circuit: The grid flexibility solutions staring us in the face  Catalyst: Making DERs work for load growth  Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor. This episode of Catalyst is brought to you by ENGIE, the smarter energy supplier. ENGIE doesn't just provide the power to run your business — they supply the energy to move it forward, with reliable, flexible solutions built for what's next. Learn more at engieresources.com. Catalyst is brought to you by EnergyHub. Peak season puts every grid to the test — and the utilities that pass are the ones that built flexible capacity before they needed it. EnergyHub works with more than 170 utilities to coordinate 2.5 million devices and 3.4 gigawatts of dispatchable flexibility through a single platform designed to perform when it counts most. See what that looks like at EnergyHub.com.  Catalyst is brought to you by Bloom Energy. Bloom Energy fuel cells deliver affordable, ultra-reliable onsite power for hospitals, utilities, and data centers – at speed and at scale. Learn more by visiting BloomEnergy.com.

Le Brief
Nucléaire: le deal se précise | Proximus renonce à sa super app | Les clubs belges font chauffer le mercato

Le Brief

Play Episode Listen Later Aug 7, 2026 14:13


Il y a du nouveau dans le dossier nucléaire en Belgique. Le gouvernement fédéral a fait plusieurs concessions à Engie et à sa filiale Electrabel dans les négociations autour d’une possible reprise, par l’État, de l’ensemble des activités nucléaires du groupe dans le pays. À peine deux ans après son lancement, l’opérateur Proximus renonce à faire de Proximus+ la "super app" incontournable dans le quotidien des Belges. En bourse, c’est un nouveau record pour le Bel 20. Le rallye boursier s’est accéléré ces derniers jours et l’indice phare de Bruxelles a dépassé son précédent sommet hier. L’occasion de se pencher sur cet indice que les investisseurs ont parfois tendance à délaisser. La Pro League, le championnat de foot de Belgique, reprend ce vendredi soir. Et les grands clubs du pays ont été plutôt actifs sur le marché des transferts. > Précompte immobilier en Wallonie: des hausses de 1% à 20%, 25 communes plus fortement touchées Présentation: Ondine Werres Le Brief, le podcast matinal de L'Echo Ce que vous devez savoir avant de démarrer la journée, on vous le sert au creux de l’oreille, chaque matin, en 7 infos, dès 7h. Le Brief, un podcast éclairant, avec l’essentiel de l’info business, entreprendre, investir et politique. Signé L’Echo. Abonnez-vous sur votre plateforme d'écoute favorite Apple Podcast | Spotify | Podcast Addict l Castbox | Deezer | Google PodcastsSee omnystudio.com/listener for privacy information.

Catalyst with Shayle Kann
The electrician shortage slowing the AI boom

Catalyst with Shayle Kann

Play Episode Listen Later Aug 6, 2026 34:39


The race to build AI infrastructure is often framed around the availability of power, chips, and capital.  But another critical constraint is becoming impossible to ignore: skilled labor. In this episode, Shayle sits down with Raymond Hawkins, chief customer officer at Compass Datacenters, about why a shortage of qualified electricians has emerged as one of the biggest bottlenecks to data center construction, and how the industry is responding.  Hawkins explains that labor shortages aren't preventing new data centers from being built, but they are driving up costs, extending project timelines, and forcing developers to compete aggressively for experienced electricians. As AI demand accelerates, companies are increasingly moving workers across the country, housing them near construction sites, and relying on a traveling workforce much like the healthcare industry relies on travel nurses. At the same time, demand is surging for highly specialized professionals capable of installing the sophisticated electrical systems that modern AI data centers require.  Hawkins also explores how modular construction and prefabrication are reshaping the way data centers are built, and how, as data centers expand into new markets, developers must become more transparent about their projects to earn a community's trust.  Shayle and Raymond discuss:- Why electricians have become one of the biggest constraints on AI data center growth - How workforce shortages are changing hiring, training, and construction practices - Compass Datacenters' partnership with community colleges to develop skilled labor - The role of modular construction and prefabrication in reducing labor demands - Strategies for earning community support through transparency, workforce investment, and responsible infrastructure development Resources: Catalyst: The State of Play of Data Center Development Catalyst: AI Scaling Pathways: On Grid, On Edge, Off Grid, Off Planet Latitude Media: As community scrutiny grows, data center developers turn to on-site power Latitude Media: The mechanics of data center flexibility Latitude Media: The off-grid data center fantasy  Credits: Hosted by Shayle Kann. Produced and edited by John Sheehan. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor. This episode of Catalyst is brought to you by ENGIE, the smarter energy supplier. ENGIE doesn't just provide the power to run your business — they supply the energy to move it forward, with reliable, flexible solutions built for what's next. Learn more at engieresources.com. Catalyst is brought to you by EnergyHub. Peak season puts every grid to the test — and the utilities that pass are the ones that built flexible capacity before they needed it. EnergyHub works with more than 170 utilities to coordinate 2.5 million devices and 3.4 gigawatts of dispatchable flexibility through a single platform designed to perform when it counts most. See what that looks like at EnergyHub.com.  Catalyst is brought to you by Bloom Energy. Bloom Energy fuel cells deliver affordable, ultra-reliable onsite power for hospitals, utilities, and data centers – at speed and at scale. Learn more by visiting BloomEnergy.com.

The Energy Gang
Is the competitive power market model broken? Why changing the rules around generation could be an answer to rising electricity prices.

The Energy Gang

Play Episode Listen Later Aug 5, 2026 68:40


US electricity prices are rising at well above the general rate of inflation. The data center investment boom, by adding to electricity demand, points to further upward pressure in the future. Consumers are feeling the strain, and they want politicians and regulators to do something about it. One proposed solution is that the rules around competitive power markets need radical reform. In this episode, the Energy Gang looks at PJM, the largest power market in the US, and debates a possible way to add to electricity supplies without pushing bills even higher.Host Ed Crooks and regular contributor Amy Myers Jaffe of NYU are joined by Carim Khouzami, Executive Vice President for Transmission and Development at Exelon, one of the largest US utility groups. Carim explains why the landscape of the US power industry has changed fundamentally over the past five years: electricity demand is rising at a pace the sector has not seen in decades, driven by data centres, electrification, and broader economic growth. And that demand surge is colliding with an electricity system that was designed for a very different era.Competitive markets such as PJM were meant to bring down costs for consumers and send the right signals to the industry for new investment. But Carim argues that in many markets, those signals are no longer working as intended. Customers are seeing higher bills and the reliability of the system is under threat. Reserve margins are getting tighter, and the industry is struggling to bring new generation online quickly enough.PJM offers one of the clearest examples of how those tensions are playing out. The region is grappling with soaring demand, especially from data centres, while trying to manage affordability and reliability at the same time. Carim, Amy and Ed explore why PJM has raised concerns with among state governors, federal regulators and the White House. And they explain why its challenges echo similar problems elsewhere.The central issue is about the market structures that will be best able to meet those challenges in the future. How can the next wave of infrastructure can be built in ways that support both the reliability and the affordability of electricity supplies? Carim makes the case that regulated utilities such as Exelon, which are often prevented by state rules from owning generation capacity, should be allowed to run their own power plants. His proposal opens up a wider debate about the future of power markets and electricity systems generally. There is plenty of evidence that competitive markets have delivered benefits for consumers. But can they meet the needs of the new world of AI-driven demand growth? And if not, is utility ownership of power plants the right solution? Amy highlights the risks of overbuilding new power plants, and asks whether alternative solutions such as batteries are being given a fair chance to compete.Carim defends his proposal as the best way to secure reliability and value for customers. The current model is not working, he says, and reform is now the best option. PJM, as it has operated until now, may not be ready for the demands that AI, electrification and the energy transition are about to place on it. Politicians and regulators across the US and around the world will be watching to see how it responds.This episode of Energy Gang is brought to you by ENGIE, the smarter energy supplier. ENGIE doesn't just provide the power to run your business — they supply the energy to move it forward, with reliable, flexible solutions built for what's next. Learn more at engieresources.com.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Choses à Savoir TECH VERTE
Les panneaux solaires sont-ils à l'origine des incendies en France ?

Choses à Savoir TECH VERTE

Play Episode Listen Later Aug 2, 2026 2:11


La Gironde vient de connaître, selon les autorités, l'incendie le plus dévastateur en France depuis 1949. Dans une région déjà marquée par les feux de 2022, qui avaient détruit près de 20 000 hectares à La Teste-de-Buch et à Landiras, la catastrophe a rapidement ravivé une rumeur persistante : les incendies serviraient à libérer des terrains pour y installer des panneaux solaires.Cette théorie s'est notamment propagée grâce à une vidéo tournée à Hostens, dans le Sud-Gironde. Publiée le 25 juillet sur TikTok, elle cumule plus de 520 000 vues et 12 400 partages. Filmé depuis son tracteur, un homme affirme reconnaître une zone touchée par les flammes en 2022, désormais recouverte de panneaux photovoltaïques. La séquence a ensuite été relayée sur X par Silvano Trotta, connu pour diffuser de fausses informations sur le climat et les vaccins. L'AFP a vérifié ces affirmations à partir de permis de construire, d'archives de presse et d'images satellites. Deux centrales solaires existent bien à Hostens : le Haut de la Lande, sur 21 hectares, et le Chemin de Tuzan, sur 38 hectares. Mais leurs dossiers datent d'août 2010. Le quotidien Sud Ouest évoquait déjà le projet le 28 octobre de la même année, sur des parcelles endommagées par la tempête Klaus en 2009.Les travaux ont commencé dès juillet 2014. Des images de mai 2016 montrent les panneaux entièrement installés, soit six ans avant les incendies. Les vues de Google Street View confirment également que le lieu filmé correspond bien à ce site ancien. La rumeur vise aussi Horizeo, un projet porté par Engie et Neoen à Saucats. Annoncé en 2021, il prévoit une centrale de 800 mégawatts sur 680 hectares. Mais les cartes de Copernicus et de la NASA montrent que le site se situe à environ 35 kilomètres de l'incendie de Saumos, et à 13 ou 15 kilomètres des feux de Landiras. Engie précise qu'aucun chantier n'a commencé. Pour Alexandre Roesch, du Syndicat des énergies renouvelables, cette théorie relève clairement de la désinformation. Les faits sont donc simples : les panneaux d'Hostens étaient là bien avant les incendies, et Horizeo ne se trouve pas dans les zones brûlées. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

Catalyst with Shayle Kann
The commercial battery comeback

Catalyst with Shayle Kann

Play Episode Listen Later Jul 30, 2026 44:18


Commercial and industrial (C&I) battery storage has long been the missing middle of the energy storage market.  It's been too complex and expensive to scale like residential systems, but too small to compete with utility-scale projects.  That may finally be changing.  In this episode, Shayle sits down with Tim Hade, senior vice president at Voltus and founder of Brightfield Infrastructure, to discuss why C&I storage has historically struggled, why the economics are shifting dramatically, and why the next wave of distributed energy could be driven by commercial customers rather than utilities. They explore the four revenue streams that are making batteries more valuable, from demand charge management to emerging capacity markets, and examine how declining hardware costs, stable federal tax incentives, and AI-powered automation are reshaping project economics. Tim also explains how aggregating thousands of commercial batteries into virtual power plants could help hyperscalers bring new data centers online faster while easing pressure on an increasingly constrained electric grid. Shayle and Tim discuss: - Why commercial battery storage lagged behind residential and utility-scale markets - The four revenue streams driving today's C&I storage economics - How rising electricity prices and capacity shortages are changing customer demand - Why battery hardware costs have fallen by roughly one-third in 18 months - How AI could reduce project transaction costs by as much as 90% - The opportunity — and challenge — of aggregating thousands of distributed batteries into virtual power plants - Why data center growth and "bring your own capacity" programs could accelerate C&I storage adoption - Tim's outlook for the fastest-growing segment of the battery storage marketResources Latitude: Voltus is acquiring energy storage startup Brightfield AI Latitude: Google is Voltus' first Bring Your Own Capacity Latitude: Can VPPs unlock grid capacity for data centers? Catalyst: Battery booms and the rise of flexibility Latitude: The Off-Grid Data Center Fantasy Credits: Hosted by Shayle Kann. Produced and edited by Max Savage Levenson. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor. This episode of Catalyst is brought to you by ENGIE, the smarter energy supplier. ENGIE doesn't just provide the power to run your business — they supply the energy to move it forward, with reliable, flexible solutions built for what's next. Learn more at engieresources.com. Catalyst is brought to you by EnergyHub. Peak season puts every grid to the test — and the utilities that pass are the ones that built flexible capacity before they needed it. EnergyHub works with more than 170 utilities to coordinate 2.5 million devices and 3.4 gigawatts of dispatchable flexibility through a single platform designed to perform when it counts most. See what that looks like at EnergyHub.com.  Catalyst is brought to you by Bloom Energy. Bloom Energy fuel cells deliver affordable, ultra-reliable onsite power for hospitals, utilities, and data centers – at speed and at scale. Learn more by visiting BloomEnergy.com.

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Catalyst with Shayle Kann
The multi-billion dollar promise of vehicle-to-grid integration

Catalyst with Shayle Kann

Play Episode Listen Later Jul 23, 2026 34:53


Most electric vehicles spend nearly all of their lives parked, doing nothing. But under the hood of those idle cars, a massive store of energy sits untapped. The Kia EV9, for instance, holds a 100-kilowatt-hour battery—which is equivalent to about seven home backup batteries—just waiting to be utilized. Yet despite this enormous potential, Vehicle-to-Grid (V2G) technology has remained mostly limited to small-scale pilot programs for decades. But with advanced tech hitting the market, that could soon change. In this episode, Shayle sits down with Steve Letendre, senior advisor at the Vehicle-Grid Integration Council and editor of V2G News, to explore why the V2G revolution is finally moving from concept to reality. They break down the technical battle between AC and DC architectures, tackle the looming questions around battery degradation and warranties, and debate the business models that will finally convince everyday drivers to plug their cars back into the grid. Shayle and Steve discuss topics like: - The unused energy capacity hidden in parked EVs - The technical debate, cost trade-offs, and hardware differences between off-board power conversion (DC architecture) and on-board power conversion (AC architecture). - Current compatible EV options, including the Nissan Leaf, Tesla Cybertruck, Ford F-150 Lightning, and Kia EV9 - The high upfront cost of V2G systems - Consumers' fears regarding whether discharging power to the grid will ruin their EV batteries or void manufacturer warranties. - Streamlining the V2G enrollment process via VPP programs or at point-of-sale - How financing can unlock mass V2G adoption Resources Catalyst: Repurposing EV batteries for grid storage Catalyst: How China is reshaping the global auto market Catalyst: Enter the electric supercycle Latitude Media: Electric Era is turning its EV-charging tech into a data center power play Latitude Media: The future of optimized EV charging Credits: Hosted by Shayle Kann. Produced and edited by Max Savage Levenson. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor. This episode of Catalyst is brought to you by ENGIE, the smarter energy supplier. ENGIE doesn't just provide the power to run your business — they supply the energy to move it forward, with reliable, flexible solutions built for what's next. Learn more at ⁠engieresources.com⁠. Catalyst is brought to you by EnergyHub. Peak season puts every grid to the test — and the utilities that pass are the ones that built flexible capacity before they needed it. EnergyHub works with more than 170 utilities to coordinate 2.5 million devices and 3.4 gigawatts of dispatchable flexibility through a single platform designed to perform when it counts most. See what that looks like at ⁠EnergyHub.com⁠.  Catalyst is brought to you by Bloom Energy. Bloom Energy fuel cells deliver affordable, ultra-reliable onsite power for hospitals, utilities, and data centers – at speed and at scale. Learn more by visiting⁠ ⁠⁠BloomEnergy.com⁠.

The Energy Gang
Is fusion power here at last? The imagined energy of the future is becoming very real right now

The Energy Gang

Play Episode Listen Later Jul 20, 2026 64:32


The old joke about nuclear fusion power is that commercial deployment is 30 years in the future: it always has been and it always will be. It may be time to retire that joke. Private fusion companies have now raised billions in capital, and pilot plants are moving from slide decks and plans into steel and concrete. The questions now are not so much around whether fusion power can ever work, and more about how soon it can reach the grid, and at what costHost Ed Crooks and regular contributor Amy Myers Jaffe, director of the Global Energy, Climate, & Sustainability Lab at NYU are joined by two fusion industry leaders to discuss the rapid progress they are making. Andrew Holland is founder and chief executive of the Fusion Industry Association, and Bob Mumgaard is chief executive of Commonwealth Fusion Systems, one of the companies vying to have the first commercial fusion power plant in operation.Andrew lays out the state of the sector. There are 56 private fusion companies globally, which between them have raised more than $14 billion in private capital. And there is a growing conviction inside the industry that commercial fusion could arrive in the early 2030s. Bob explains why Commonwealth believes SPARC, its demonstration project in Massachusetts, and ARC, its planned power plant in Virginia, can help make that timetable real.Fusion has moved beyond the era when government science programs defined the pace of progress. Research backed by governments and universities has played a vital role in moving the technology forward, but Andrew argues that competition, venture capital and milestone-based development have changed the industry's tempo. Crucially, the industry has not put all its eggs in one basket. Multiple companies are pursuing different technical paths, including both laser-based approaches and magnetic confinement systems, in a race to commerciality. Bob offers the clearest lay explanation of what fusion power means in practice. Commonwealth Fusion Systems uses a tokamak, which is essentially a magnetic bottle that holds a star inside it. Fusion creates heat, which can be used to run a steam turbine. Unlike wind and solar, fusion does not depend on weather or geography. Unlike fossil fuels, it does not rely on continual fuel deliveries.The episode also explores why fusion developers believe the technology could avoid some of the political and regulatory burdens that have constrained nuclear fission power. Because fusion reactions are hard to start and easy to stop, the risks are fundamentally different from those of a conventional fission reactor. Bob and Andrew argue that this changes everything from plant safety to siting to licensing, and could make fusion much faster to deploy if the technical hurdles are cleared.They also discuss what it will take to build an industry, not just a few prototypes. Amy pushes on fuel cycles, lithium, superconducting tape and supply-chain readiness. Bob argues that these challenges are real but manageable, and Andrew points to the growing ecosystem of manufacturers now positioning themselves for a future fusion market. The wider point is that fusion is increasingly starting to look like a manufacturing and industrial-policy story, not just a laboratory science story.That leads to the biggest question of all: if fusion works, how much could it matter? Bob sketches outcomes ranging from a valuable but still niche source of clean baseload power to a genuinely transformative technology. Andrew goes even further, arguing that fusion could decouple energy from geography and geopolitics in a way no fuel-based system ever has. If the industry's ambitions are realized, within the next ten years fusion could emerge as a commercial energy source with real consequences for grids, markets and global power. This episode of Energy Gang is brought to you by ENGIE, the smarter energy supplier. ENGIE doesn't just provide the power to run your business — they supply the energy to move it forward, with reliable, flexible solutions built for what's next. Learn more at engieresources.com.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Catalyst with Shayle Kann
When will quantum computing have its breakout moment?

Catalyst with Shayle Kann

Play Episode Listen Later Jul 16, 2026 40:09


Over the course of the past decade, quantum computing (or the concept thereof) has ridden hype cycles, just like AI or the internet writ large.  In the past year, however, as governments across the globe have committed north of $50 billion to the sector, and billions more have poured into quantum startups, the technology is finding itself in the midst of a particularly dramatic hype wave.  Yet even as the money pours in, quantum remains a nascent technology that hasn't seen any use in the real world. Among other applications, it offers enormous potential to revolutionize material discovery and molecular design, and to turbo charge clean energy tech. But how close we are to actually moving from isolated chips in a lab to bringing these real-world commercial applications to life remains a bit of a mystery. In this episode, Shayle speaks to Bob Sorensen, chief analyst for quantum computing at Hyperion Research. They dig past the VC hype to map out the current state of quantum hardware, look at the timeline for fault-tolerant computing, and evaluate where the true performance gains lie. Shayle and Bob discuss: - Why recent claims of "quantum advantage" are often based on artificial constructs without much real-world relevance - The difference between physical and logical qubits, and why reducing the "noise" is a defining hurdle for the hardware industry - How data-driven AI models and science-driven quantum architectures complement each other differently in materials discovery - Why 85 independent hardware vendors are far too many for the current ecosystem, and how market consolidation might impact investor confidence Resources - Catalyst: Quantum computing could be a critical climate solution - Catalyst: Can AI revolutionize materials discovery? - Latitude Media: Can quantum computing help solve the load growth problem? Credits: Hosted by Shayle Kann. Produced and edited by Max Savage Levenson. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor. This episode of Catalyst is brought to you by ENGIE, the smarter energy supplier. ENGIE doesn't just provide the power to run your business — they supply the energy to move it forward, with reliable, flexible solutions built for what's next. Learn more at engieresources.com. Catalyst is brought to you by EnergyHub. Peak season puts every grid to the test — and the utilities that pass are the ones that built flexible capacity before they needed it. EnergyHub works with more than 170 utilities to coordinate 2.5 million devices and 3.4 gigawatts of dispatchable flexibility through a single platform designed to perform when it counts most. See what that looks like at EnergyHub.com.  Catalyst is brought to you by Bloom Energy. Bloom Energy fuel cells deliver affordable, ultra-reliable onsite power for hospitals, utilities, and data centers – at speed and at scale. Learn more by visiting BloomEnergy.com.

The Uptime Wind Energy Podcast
Poland Powers First Offshore Wind, Vestas Expands in Japan

The Uptime Wind Energy Podcast

Play Episode Listen Later Jul 13, 2026 3:27


Allen covers Poland connecting its first offshore wind farm, Ocean Winds reaching full power in the Mediterranean, Stiesdal’s floating wind cost breakthrough, Vestas expanding in Australia and Japan, a federal permitting freeze stalling 250 US projects, and India passing 50% clean power. Sign up now for Uptime Tech News, our weekly newsletter on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on YouTube, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary’s “Engineering with Rosie” YouTube channel here. Have a question we can answer on the show? Email us! Happy Monday, everyone. A coal-dependent nation just plugged into offshore wind for the very first time. Poland’s power grid received electricity this past week from its first offshore wind farm in the Baltic Sea. It’s called Baltic Power, a joint venture between Poland’s Orlen and Canada’s Northland Power. It began sending electricity from its 76 turbines to shore — about a 1.4-gigawatt site, enough to power more than 1.5 million Polish homes. And this is more than just one wind farm. Poland is shifting its entire energy map. For decades, the center of electricity generation sat in the coal-rich south. Now it’s moving to northern Poland, to the coast. The country plans six gigawatts of offshore wind by 2030. Equinor and Ørsted are both set to build along that Polish shoreline, and that’s good news. A new 530-million-złoty substation — about $140 million — is part of a plan to build nearly 5,000 kilometers of high-voltage lines to carry the power to southern Poland. Coal still supplies more than half of Poland’s electricity, but that number is about to change. And now down to the south of France. Ocean Winds, the offshore wind company created by EDP Renewables and Engie, just reached full power at a floating wind farm in the Mediterranean Sea. It’s three 10-megawatt turbines sitting on semi-submersible floaters 16 kilometers off the coast. It’s a pilot project, but the lessons are real: 99% of the suppliers are European, 85% French, and it proves that floating offshore wind can work in deep Mediterranean waters. Now we’ll stay with floating wind for a moment. Danish company Stiesdal Offshore says it has cracked the cost code, and this is important. The company modeled what it would take to build a full-scale floating wind farm — one gigawatt from a single port in a single installation season, loading out one turbine per week. And the cost? Less than one million euros per megawatt. That is on par with the jacket foundations used for fixed-bottom turbines in deeper water. About 80% of the world’s oceans are roughly too deep for conventional foundations. And if those numbers hold — one million per megawatt — floating wind just got a whole lot more investable. Meanwhile, Danish Vestas is making moves on two continents. In Australia, the Danish giant bought a 272-megawatt project in Tasmania from Ark Energy. It’s called the St. Patrick’s Plains Wind Farm, and once built it would be the biggest wind project site in the state. Vestas now has more than 13 gigawatts of wind projects in its Australian pipeline. So the model is clear: buy early-stage projects, bring in investors and offtakers, then supply the turbines to build the farm. The turbine supplier is turning into a wind developer. And over in Japan, Vestas secured backing from the Japanese government to build a wind turbine assembly factory. Japan’s Ministry of Economy, Trade and Industry has committed support for the facility. Vestas already has about two gigawatts of turbines installed in Japan, including machines at the country’s largest operational offshore wind farm. A factory on Japanese soil puts Vestas closer to an offshore market that is just getting started. Now we turn back to the United States. In Minnesota, four wind energy projects are stuck in limbo. The Department of War has stopped completing national security reviews for proposed wind farms. Those reviews used to be routine. A new report says more than 250 wind projects are stalled nationwide because of it. In Minnesota alone, the four frozen projects represent over one gigawatt — that is more output than the state’s twin nuclear reactors at the Prairie Island Power Plant. So at stake is $1.6 billion in direct investment, about 5,600 jobs, and more than $168 million in economic impact. Nine clean energy groups have sued the War Department to break the logjam. And over in Ohio, the state senate passed a bill that could block many new wind farms and solar farms. The bill says power sources must be available at least 50% of the time, and wind and solar on their own rarely hit that number. The Ohio Chamber of Commerce opposes the bill, and so does the grid operator. But the bill has passed the Senate and now heads to the House. And what a mess Ohio is creating for itself. And finally, in India, for the second time ever, clean energy met more than 50% of the country’s electricity demand. It happened on July 6th. And in the first half of 2026, India installed nearly 29 gigawatts of new solar and wind combined. The country now has about 288 gigawatts of renewable capacity. A nation of 1.4 billion people just crossed the halfway mark on clean power. It’s pretty good — and they’ve done it twice now. So here’s what to watch. The industry’s next chapter is not just about who builds the most megawatts. It’s about who controls the choke points: ports, permits, foundations, factory floors. The companies and countries solving those problems are the ones that will lead. And that is the state of the wind industry for the 13th of July, 2026. Join us for the Uptime Wind Energy podcast tomorrow.

Catalyst with Shayle Kann
Inside the AI power wars

Catalyst with Shayle Kann

Play Episode Listen Later Jul 9, 2026 43:31


For those steeped in the world of AI development, the major differences between tech giants' chip strategies are easy enough to see: the speed of Google's TPUs, the affordability of Amazon's Trainium, and Nvidia's market dominance. But those same companies' respective energy strategies often fly under the radar. As data center buildouts surge across the U.S., the tech industry is hitting a massive wall: a power grid that can't move fast enough to support them. In this episode, Shayle sits down with Jeremie Eliahou Ontiveros, who leads coverage of infrastructure and power at SemiAnalysis, to lift the curtain on the hyper-competitive world of AI energy procurement.  They cover topics including: The hyperscaler leaderboard: Why Google remains the most energy-sophisticated tech giant, as others continue to innovate Why power has effectively become revenue for frontier labs How Google uses its massive balance sheet to provide financial backstops for Anthropic's data center buildouts Why the interconnection queue is forcing AI labs like OpenAI and Anthropic to bring their own generation The sudden market frenzy over modular speed-to-power options—ranging from aeroderivative gas turbines and massive reciprocating engines to billions of dollars of fuel cells Catalyst: How data centers are complicating transmission expansion Catalyst: Live from Transition-AI 2026: Inside Google's massive AI capex Catalyst: The rise of flexible data centers Catalyst: AI scaling pathways: On grid, on edge, off grid, off planet Open Circuit: The new reality for data centers: No easy answers Open Circuit: Can data centers regain their social license? Open Circuit: Grid utilization vs expansion: The 100GW debate Latitude Media: FERC to grid operators: Connect large loads to transmission faster Latitude Media: The rise of the data center power exchange Credits: Hosted by Shayle Kann. Produced and edited by Max Savage Levenson. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor. This episode of Catalyst is brought to you by ENGIE, the smarter energy supplier. ENGIE doesn't just provide the power to run your business — they supply the energy to move it forward, with reliable, flexible solutions built for what's next. Learn more at engieresources.com. Catalyst is brought to you by EnergyHub. Peak season puts every grid to the test — and the utilities that pass are the ones that built flexible capacity before they needed it. EnergyHub works with more than 170 utilities to coordinate 2.5 million devices and 3.4 gigawatts of dispatchable flexibility through a single platform designed to perform when it counts most. See what that looks like at EnergyHub.com.  Catalyst is brought to you by Bloom Energy. Bloom Energy fuel cells deliver affordable, ultra-reliable onsite power for hospitals, utilities, and data centers – at speed and at scale. Learn more by visiting BloomEnergy.com.

The Energy Gang
Why is it so hard to build big energy projects? The barriers that obstruct new infrastructure development, and how to get past them

The Energy Gang

Play Episode Listen Later Jul 7, 2026 66:17


Whoever you ask, you are likely find broad agreement that the world needs more energy infrastructure. Whether you are worried about ensuring secure supplies, powering new data centres, or cutting greenhouse gas emissions, the answer is most often going to be investing in new assets: power plants, transmission lines, factories, pipelines, ports… the list goes on. But all too often, getting big projects built is painfully slow, expensive and unpredictable. It is particularly difficult in high-income countries, and perhaps in the US most of all.For this episode, host Ed Crooks and regular guest Dr. Melissa Lott are joined by Craig Albert, the President and COO of Bechtel, one of the world's biggest engineering and construction companies. Together, they discuss the critical problems that get in the way of infrastructure projects, and what businesses and governments can do to get past them.First off, Craig acknowledges that the problems in the system all reflect good intentions. Communities, safety, the environment and local impacts all deserve scrutiny. The problem, especially in the US, is that the process used to take all those factors into account when approving large projects is slow, fragmented and uncertain. The result is that it pushes up costs, delays revenue, creates financing risk, and ultimately slows progress towards energy security and a lower-carbon energy system.The conversation digs into the role of trust and certainty in decision-making. Once a project has been assessed and approved, how do you stop it from being endlessly revisited? Craig argues that some aspects of the US system create particular difficulties. Other developed countries have shown that infrastructure projects can be brought in on time and on budget. Craig cites the Western Sydney International Airport project, which moved from site selection to full construction approval in just two and a half years. In the US, he says, the same process could easily take eight to ten.The discussion then turns to nuclear power, and the lessons from the two new AP1000 reactors built at the Vogtle plant in Georgia. Craig calls Southern Company and Georgia Power “national heroes” for taking on the first greenfield US nuclear project in decades, but he is candid about what went wrong. His biggest takeaway is the importance of deeply integrated EPC: engineering, procurement and construction working as one system from the start. He also stresses the need for earlier investment in workforce training, stronger supply-chain visibility and better sequencing to reduce costly reworks.From there, Ed and Melissa widen the lens to look at other energy sectors. Craig explains why the US LNG industry offers a more hopeful model of projects delivered without huge cost overruns and multi-year delays. In that industry the construction companies are building repeated, standardised projects, with integrated delivery, and a relentless focus on finding and fixing bottlenecks. Bechtel has delivered dozens of LNG trains, he says, all on schedule and within budget, while still improving speed from one project to the next. Similar lessons apply in solar, where scale, automation and better execution are helping push installation rates sharply higher.But policy and project design are only part of the story. Craig argues that workforce is the other great constraint. If every new power plant, grid upgrade, semiconductor fab and airport ultimately depends on skilled craft labour, then the US has to start treating those jobs with the respect they deserve. Restoring the status of skilled trades is not just a cultural issue. It is essential to the country's ability to build, Craig says. The closing message is both practical and cautionary: if the US wants more energy security, more electricity for AI and data centres, and faster progress on decarbonisation, it has to get much better at building. That means fixing permitting, reducing project uncertainty, investing earlier in supply chains, and treating skilled labour as a strategic asset, rather than an afterthought.This episode of Energy Gang is brought to you by ENGIE, the smarter energy supplier. ENGIE doesn't just provide the power to run your business — they supply the energy to move it forward, with reliable, flexible solutions built for what's next. Learn more at engieresources.com.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Uptime Wind Energy Podcast
Storm Damages ENGIE Wind Farm, Mexico Plans 7 GW

The Uptime Wind Energy Podcast

Play Episode Listen Later Jul 6, 2026 3:00


Allen covers a storm that damaged ENGIE’s South Dakota wind farm, Sumitomo exiting two Belgian offshore farms, Envision’s loss in Denmark, and Continental building its own wind farm. Sign up now for Uptime Tech News, our weekly newsletter on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on YouTube, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary’s “Engineering with Rosie” YouTube channel here. Have a question we can answer on the show? Email us! Happy Monday everyone. Sometimes … Mother Nature reminds the wind industry who is really in charge. Late last month … hurricane-force winds ripped through Hyde County, South Dakota … tearing into the Triple H Wind Farm operated by French energy giant Engie. One hundred and thirty-one miles per hour … as strong as a Category Four hurricane. More than twenty of the site’s ninety-two turbines … damaged. The two-hundred-fifty-megawatt complex is out of service … and turbine supplier GE Vernova is on-site now … assessing the wreckage. No injuries … but the governor declared a state of emergency. The machines that harvest the wind … taken down by the wind itself. Now … while one wind farm goes dark in the American plains … ownership is reshuffling across the North Sea. Japan’s Sumitomo Corporation has exited two Belgian offshore wind farms … selling its stakes to joint venture partner Jera Nex BP. That is the partnership between oil major BP and Japan’s largest power generator Jera. Jera Nex BP now has full ownership of the two-hundred-nineteen-megawatt Northwester 2 … and has raised its stake in the one-hundred-sixty-five-megawatt Nobelwind to eighty percent. Both farms operate out of Ostend, Belgium … and have been generating power since 2017 and 2020. Sumitomo walks away … Jera Nex BP doubles down. Meanwhile … in Denmark … China’s Envision Group is seeing red for the first time in fifteen years. The company’s global innovation center in Silkeborg … a strategic research hub for wind turbine components and advanced manufacturing … posted a loss of just under one-point-three million Danish kroner. That is a swing of more than one hundred fifteen percent from last year’s profit. The culprit is not the technology … it is the currency. The U.S. dollar fell nearly twelve percent against the Danish krone in 2025 … and Envision’s books took the hit. Revenue also dropped eighteen percent … but management says the underlying operations remained stable. The machines still work … the math just changed. And speaking of money flowing into wind … a Turkish energy company just tapped an unusual source. Aksa Enerji … the largest publicly listed independent power producer in Turkiye … has secured one hundred twenty-four million dollars in financing backed by China’s export credit agency Sinosure. The money will fund a one-hundred-megawatt wind-plus-storage project in the southern province of Mersin. This is the first renewable energy project in Turkiye to receive a license as a storage-integrated facility. Aksa now operates power plants across seven countries … with more than three gigawatts of total capacity. Chinese capital … backing Turkish wind … with battery storage baked in from day one. Now … here is a story that might surprise you. Continental … the German tyre maker … yes … the tyre company … is building its own wind farm. Three Nordex turbines … each standing two hundred sixty-seven meters tall … right next to its tyre factory in Korbach, Germany. When they are online … those turbines and the factory’s existing solar panels will cover two-thirds of the plant’s electricity demand. Fifty-five gigawatt-hours a year … powering rubber mixing and extrusion lines … directly from the wind. Continental calls it a model for its production sites worldwide. Cheaper power … more predictable costs … and less exposure to volatile energy markets. The wind industry just gained a tyre company as a customer … and a competitor for electrons. And finally … south of the border. Mexico has eight gigawatts of wind power installed today … more than thirty-three hundred turbines across sixteen states. But the next chapter is already being written. The government plans to add nearly seven gigawatts of new wind capacity this term … part of a broader push for thirty-two gigawatts of new generation overall. More than two gigawatts of wind projects are pending allocation right now … and the industry estimates this next wave could mobilize four to five billion dollars in investment … building thirteen to fourteen new wind farms before the decade is out. The final decisions come in October. Here is what stands out this week. The wind industry is no longer just selling kilowatt-hours to utilities … it is selling energy independence directly to manufacturers … and that changes the customer base entirely. At the same time … capital for new wind projects is coming from places it never came from before … export credit agencies … cross-border joint ventures … and government allocation programs with billions on the line. The money is there … but so are the risks … currency swings … extreme weather … and the constant reshuffling of who owns what. For wind energy professionals … the takeaway is simple … the industry is growing … but the business model around it is getting more complex by the quarter. The turbines keep turning. And that’s the state of the wind industry for the 5th of July 2026. Join us for the Uptime Wind Energy podcast tomorrow.

Catalyst with Shayle Kann
Inside the most sophisticated plan for solar geoengineering

Catalyst with Shayle Kann

Play Episode Listen Later Jul 1, 2026 37:46


One of the biggest challenges with technologies that reduce greenhouse gas emissions is that they require mass adoption. Solar radiation management (SRM) has the opposite problem. By Stardust Solutions' estimate, dispersing three million tons of reflective particles into the stratosphere could cool the planet by 1.5 degrees Celsius for the relatively small price of $30 billion; that's less than the cost of a single hyperscale data center.  Despite concerns about such an endeavor, the company is building a proprietary particle injection system with the goal of being deployment-ready this decade. While Stardust says they won't deploy without the explicit authorization of multiple governments, questions nonetheless remain around the safety and ethics of SRM. In this episode, Shayle sits down with Yanai Yedvab, CEO and co-founder of Stardust, to unpack how the technology works, its potential risks, and when to deploy it. Shayle and Yanai discuss topics like: - Why Stardust is eschewing sulfur dioxide in favor of naturally occurring, biodegradable amorphous silica and calcite particles - How Stardust's technology incorporates real-time and holistic testing - Stardust's commitment to only deploying under strict international regulation - How the company balances the risk that solar geoengineering will reduce the economic incentive to decarbonize heavy industries with the imperative of an immediate climate solution - Why Stardust structured itself as a private company rather than an academic or non-profit lab - Catalyst: Making sense of solar engineering - Catalyst: Serving data center load with carbon captureCredits: Hosted by Shayle Kann. Produced and edited by Max Savage Levenson. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor. This episode of Catalyst is brought to you by ENGIE, the smarter energy supplier. ENGIE doesn't just provide the power to run your business — they supply the energy to move it forward, with reliable, flexible solutions built for what's next. Learn more at engieresources.com. Catalyst is brought to you by EnergyHub. Peak season puts every grid to the test — and the utilities that pass are the ones that built flexible capacity before they needed it. EnergyHub works with more than 170 utilities to coordinate 2.5 million devices and 3.4 gigawatts of dispatchable flexibility through a single platform designed to perform when it counts most. See what that looks like at EnergyHub.com.  Catalyst is brought to you by Bloom Energy. Bloom Energy fuel cells deliver affordable, ultra-reliable onsite power for hospitals, utilities, and data centers – at speed and at scale. Learn more by visiting BloomEnergy.com.

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Redefining Energy
234. Engie, the remarkable turn around (live from Eurelectric Power Summit) - Jun26

Redefining Energy

Play Episode Listen Later Jun 22, 2026 27:27 Transcription Available


At the Eurelectric Power Summit 2026 in Helsinki, Laurent had the opportunity to sit down with Catherine MacGregor, CEO of ENGIE and Vice President of Eurelectric, for a wide-ranging discussion on the key issues shaping Europe's energy future.  We began with the themes at the heart of Eurelectric's agenda this year: security of supply, affordability, competitiveness, and the challenges and opportunities created by the rapid growth of data centres.  One of the most striking insights from our conversation was that Europe does not have an electrification technology problem — it has an electrification coordination problem. This was also the central conclusion of the report Power Couples: Enhancing Industrial Competitiveness through Electrification, launched by Eurelectric and Accenture at Power Summit 2026. The report finds that electrification projects rarely fail because technology is unavailable. Instead, they stall when power economics, grid access, infrastructure delivery, financing structures, and industrial investment timelines are not aligned.The proposed solution is a new delivery model: “Power Couples”, bringing together industrial players, utilities, technology providers and capital partners to accelerate deployment at scale.  We also reflected on ENGIE's remarkable transformation under Catherine's leadership over the past five and a half years. The company's strategy has been defined by two parallel moves: more than €15 billion of divestments from fossil and legacy assets, alongside concentrated investments in renewables, networks, batteries, and regulated infrastructure — all while maintaining strong financial discipline, with net debt-to-EBITDA around 3.  The results have been impressive. Since 2021, ENGIE has delivered the strongest risk-adjusted equity performance among major European utilities, combining substantial dividend distributions with significant share-price appreciation. With an annualised IRR of roughly 20.5% since January 2021, ENGIE has outperformed the net returns of many leading global infrastructure investors, effectively delivering private-equity-style returns with public-market liquidity.  Our discussion also covered ENGIE's leadership in power purchase agreements (PPAs), its support for 24/7 Scope 2 accounting, the recent acquisition of UK Power Networks, progress in EV charging infrastructure, and its fully integrated strategy for data centre development.  Finally, we explored ENGIE's investment plans for the years ahead and the broader structural shift underway across the energy system: the continued transition from molecules to electrons.    Eurelectric Report: Power Couples https://www.eurelectric.org/publications/industrial-electrification-power-couples/

Data Gen
#279 - Stellantis : Leur stratégie agentique

Data Gen

Play Episode Listen Later Jun 22, 2026 28:58


Annabelle Gerard est VP of AI and Data Business Insights chez Stellantis, l'un des groupes leaders mondiaux de l'automobile, qui regroupe 14 marques dont Peugeot, Citroën, Fiat, Jeep, Chrysler et emploie 250 000 personnes à travers le monde.On aborde :

Alles auf Aktien
Fiese Gewinnwarnung bei BMW und Europas KI-Unabhängigkeitsaktien

Alles auf Aktien

Play Episode Listen Later Jun 17, 2026 18:39 Transcription Available


In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über die Angst der Börsenbosse, Snaps möglichen 2200-Dollar-Brillenflop und die Eskalation der Übernahmeschlacht um Deutschlands zweitgrößte Bank. Außerdem geht es um SpaceX, Amazon, Microsoft, Mercedes-Benz Group, Porsche AG, Volkswagen, GEA Group, Deutsche Bank, SFC Energy, Moderna, Yum Brands, Cboe Global Markets, Miami International Holdings, CME Group, Nasdaq, Hyperliquid Strategies, Meta Platforms, Alphabet, Warby Parker, Apple, UniCredit, Goldman Sachs, Infineon, ASML, Siemens, Rolls-Royce, Enel, Schneider Electric, ABB, Iberdrola, Siemens Energy, ASM International, Prysmian, BE Semiconductor Industries, VAT Group, Aixtron, Soitec, SÜSS MicroTec, Siltronic, Legrand, Nexans, NKT, Engie, National Grid, RWE, E.on, SSE, Terna, Elia. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Geopop - Le Scienze nella vita di tutti i giorni
385 - L'assurda storia dell'uomo che sopravvisse a un'asta nel cranio cambiando personalità

Geopop - Le Scienze nella vita di tutti i giorni

Play Episode Listen Later Jun 15, 2026 23:12


Vi siete mai chiesti se si possa sopravvivere con un'asta di ferro che vi trapassa completamente il cervello? Sembra la trama di un film horror, eppure è l'incredibile storia di Phineas Gage, il caso clinico più famoso delle neuroscienze, miracolosamente sopravvissuto a un incidente nel 1848. Un secondo prima era un brillante capocantiere addetto alla costruzione di ferrovie, un secondo dopo un'esplosione ha trasformato una barra di metallo di 6 chili in un dardo letale che gli ha bucato il cranio da parte a parte. Ma cosa gli è successo esattamente? Come ha fatto a non morire sul colpo? E perché quel terribile incidente ha cambiato per sempre la sua personalità, trasformando un uomo gentile in un individuo irascibile e privo di freni inibitori? In questo video faremo un viaggio nel tempo nel 1848 per ricostruire, con precisione scientifica e l'aiuto di modelli anatomici, la dinamica esatta di questo miracolo biologico. Scopriremo insieme quali aree cerebrali sono state risparmiate dal ferro, come il lobo frontale influenzi chi siamo e in che modo la straordinaria plasticità neurale abbia permesso a Phineas Gage di rifarsi una vita come cocchiere in Cile. Una storia pazzesca che oscilla tra il mito, la leggenda metropolitana e una rivoluzione medica che, purtroppo, ha aperto le porte anche a pagine molto buie della psicochirurgia. @ENGIEitalia (https://www.youtube.com/@ENGIEitalia) Scoprite l'offerta "Taaanta Energia" di ENGIE qui: https://www.engie.it/casa/offerte/taaanta-energia/?utm_source=geopop&utm_medium=paid_social&utm_campaign=video_brand-prospecting_awareness_aw_taaanta_energia_04-26&utm_content=taaanta_energia_branded_content&endtoend=geopopYTTE Prendi parte alla nostra Membership per supportare il nostro progetto Missione Cultura e diventare mecenate di Geopop: https://geopop.it/ngCbN 00:00 Intro 01:12 L'incredibile storia di Phineas Gage 03:11 Chi era Phineas Gage: il capocantiere 04:08 Cosa gli successe: l'incidente del 1848 05:47 Com'è sopravvissuto: il cervello umano 07:42 Perché poteva parlare dopo l'incidente 09:20 Gli studi del dottor Harlow 12:21 I cambiamenti comportamentali di Gage 15:20 La morte: le cause sono sconosciute 15:50 Perché la sbrarra ha modificato la sua personalità 17:35 Gli studi sui danni al cervello e le scelte sociali 19:05 Il fenomeno della plasticità neurale 20:21 L'eredità del famoso caso clinico Learn more about your ad choices. Visit megaphone.fm/adchoices

De 7
28/05 | Electrabel laat nog eens meer dan 10 miljard euro naar Parijs vloeien | Tiktok-shop komt naar België | Aandeel X-Fab explodeert

De 7

Play Episode Listen Later May 28, 2026 16:51


Wat zit er in De 7 vandaag?Engie-dochter Electrabel keert een ongezien bedrag uit aan haar Franse aandeelhouders. Meer dan 10 miljard euro stroomt van Brussel naar Parijs.Video-app Tiktok lanceert volgende maand z'n Tiktok-shop in ons land. Alweer een verslavingsvalkuil erbij. Of zitten er ook kansen in voor ondernemende landgenoten?En het Belgische chipaandeel X-Fab explodeert op de beurs, na een post van een Amerikaanse finfluencer. Wat gebeurt er precies, en wat zit daarachter? Host: Bert RymenProductie: Roan Van EyckSee omnystudio.com/listener for privacy information.

Carbotnic
Quantify what you can, intuit the rest: Engie's distributed development playbook for 2026

Carbotnic

Play Episode Listen Later May 20, 2026 32:06


In this episode, James talks with Navya Gundeti, Director of Project Development at Engie North America, where she leads the distributed solar and storage development pipeline.Navya is operating in a market where five-year plans don't survive the year they were written. OBBBA, tariff whiplash, data center land competition, and reshuffled interconnection queues forced her team to rebuild its strategy in real time. Her case in this episode: rigorous quantification on what you can measure, honest intuition on what you can't, and a bet that the next real unlock for the industry is utilities and advanced computing finally meeting.Why distributed solar isn't a head-to-head competitor for data center load — but co-ops and munis facing first-time load growth are a real openingCompeting with hyperscalers offering landowners $25K–$100K+ per acre, and why landowner education (not price) is the distributed developer's advantageThe interconnection playbook shift: the right technology partners plus deep utility stakeholder relationships, not "submit and wait"Her hot take: the fusion of AI, quantum computing, and grid intelligence will flip the script.A must-listen for distributed solar and storage developers navigating the OBBBA aftermath, the data center wave, and the next phase of interconnection.Paces helps developers find and evaluate the sites most suitable for renewable development. Interested in a call with James, CEO @ Paces?

De 7
08/05 | Aantal langdurig zieken op nieuw record | Nationalisering kerncentrales doet stroomfactuur nauwelijks dalen | Immobel start atypisch en duur project in Marbella

De 7

Play Episode Listen Later May 8, 2026 17:54


Wat zit er vandaag in De 7? Het aantal langdurig zieken stijgt naar een nieuw record: meer dan 576.000 Belgen zitten nu al langer dan een jaar thuis. Werpt het beleid van de regering wel vruchten af? De kerncentrales langer open houden, zou de stroomprijzen maar 3,5 procent doen dalen. Dat staat in een nieuwe studie. Is de recente deal met Engie dan wel slim? We gaan naar het 'Knokke van Spanje', Marbella, want daar plant vastgoedpromotor Immobel een luxe resort van maar liefst 1,5 miljard euro. De CEO legt in deze podcast uit waarom ze dat doen. Host: Roan Van EyckProductie: Lara droessaertSee omnystudio.com/listener for privacy information.

DS Vandaag
Federale regering wil kerncentrales nationaliseren: “Politieke gok van de eeuw”

DS Vandaag

Play Episode Listen Later May 5, 2026 26:15


Met een volledige overname van alle Belgische kerncentrales wil de Arizonacoalitie onder leiding van premier Bart De Wever de energiebevoorrading verzekeren en – vooral voor de industrie – de prijzen drukken. Maar is het ook een goed idee? ­ “Door de kerncentrales te nationaliseren, komen de lusten, lasten en risico's volledig bij de belastingbetaler te liggen”, zo viel te lezen in De Standaard. De regering had toen net een intentieverklaring ondertekend met Engie, om het “nucleaire park” volledig over te nemen tegen oktober. Het hardste applaus voor die beslissing kwam van de banken van de PVDA, wat opmerkelijk is voor een regering die gedragen wordt door de N-VA en de MR. ­ Wanneer zal de regering geslaagd zijn in haar nucleaire ambities? “Als Doel 4 en Tihange 3 operationeel blijven tot 2045 én nog minst één extra reactor wordt gereactiveerd”, aldus economieredacteur Wim Winckelmans. “Dat zou dan hoogstwaarschijnlijk Tihange 1 zijn.” Alleen: het kan tot 1 miljard euro kosten om die kernreactor te moderniseren. ­ Volgens Simon Andries van de Wetstraatredactie is de beslissing om de kerncentrales te nationaliseren vooral een grote politieke gok. Niet alleen de kostprijs is nog een vraagteken, maar ze stort ons land – niet het minst de industrie – ook in grote onzekerheid. “Veel bedrijven hebben immers geïnvesteerd in hernieuwbare energie, wat nu?” ­ Wil je de nieuwste aflevering van onze economiepodcast Kop of munt beluisteren? Luister en volg hier: De Standaard Spotify Apple podcasts ­ Journalisten Simon Andries en Wim Winckelmans | Presentatie Marjan Justaert | Redactie Janne Maeseele | Eindredactie Fien Dillen | Audioproductie en muziek Brecht PlasschaertSee omnystudio.com/listener for privacy information.

Studio Energie
Van den Beukel en de Boer #73

Studio Energie

Play Episode Listen Later May 5, 2026 46:54


In deze aflevering behandelen Jilles van den Beukel en Remco de Boer uiteraard 'de crisis'. Ook gaat het over het vertrek van de Verenigde Arabische Emiraten uit OPEC+, over waarom Big Oil z'n oog op Cananda heeft laten vallen – zie de 16,4 miljard kostende overname door Shell, over de First Conference on Transitioning Away from Fossil Fuels, georganiseerd door Colombia en Nederland, en over het voornemen van de Belgische regering om de kernenegievloot – of wat daar nog van over is – over te nemen van Engie.

Aujourd'hui l'économie
Déjeuner Bardella-Medef: le patronat français assume de plus en plus un rapprochement avec l'extrême droite

Aujourd'hui l'économie

Play Episode Listen Later Apr 20, 2026 3:14


À un an de la présidentielle en France, le président du Rassemblement national Jordan Bardella déjeune lundi 20 avril avec le comité exécutif du Medef, la principale organisation patronale. Deux semaines plus tôt, Marine Le Pen dînait avec des patrons du CAC 40. Par pragmatisme, cynisme ou par conviction idéologique, les grands patrons assument de plus en plus un rapprochement avec l'extrême droite.  Qu'il semble loin le temps où Laurence Parisot, alors présidente du Medef, publiait Un piège bleu Marine, livre dans lequel elle dénonçait le danger que représentait à ses yeux Marine Le Pen et où elle rappelait la complaisance de la fille de Jean-Marie Le Pen vis-à-vis des propos racistes et antisémites de son père. Le patronat désormais se montre prêt à discuter, quand il ne se montre pas séduit par l'extrême droite. Il y a dans cette bascule une part de pragmatisme, pour ne pas dire de cynisme. L'extrême droite s'est retrouvée au second tour à trois reprises sur les cinq dernières présidentielles, et même si les sondages ne font pas l'élection, l'Élysée semble plus que jamais à portée de main de son ou sa représentante en 2027. Alors les grands patrons, les PDG de TotalEnergie, Capgemini, Engie, Renault, Accor préfèrent ouvrir le dialogue « au cas où ». « Nous sommes en démocratie, il faut parler à tout le monde », justifie Thomas Buberl, le patron allemand de l'assureur Axa pour expliquer sa participation au fameux dîner avec Marine Le Pen. Des patrons rassurés par l'exemple italien Cette « fréquentabilité » retrouvée est aussi le fruit d'un long travail du Rassemblement national pour lisser son image auprès des patrons. Le RN cherche désormais à se donner l'image d'un parti sérieux sur le plan économique. Même s'il reste foncièrement eurosceptique, officiellement il ne défend plus une sortie de l'Union européenne ni même de l'euro. De quoi rassurer des patrons attachés au grand marché européen. Des patrons rassurés aussi par l'exemple italien : à la tête d'un gouvernement d'extrême droite, Giorgia Meloni a rétabli le déficit public italien -  au moins en apparence - et sur la scène extérieure, elle a abandonné ses promesses de souveraineté pour nouer des alliances pragmatiques à Bruxelles avec les conservateurs allemands. Même sur l'immigration, le discours s'est durci mais ça n'a pas empêché Rome d'accorder 500 000 visas à des travailleurs extra-européens pour fournir aux entreprises la main-d'œuvre dont elles ont besoin. Et tant pis tout cela si cela se traduit par une politique réactionnaire sur le plan intérieur, les patrons sont d'autant plus prêts à l'accepter que ce ne sont pas eux qui en subissent les conséquences. À lire aussiSilicon Valley: «On assiste aujourd'hui à la prise de pouvoir d'un libertarianisme autoritaire» Ce revirement d'une partie des patrons français vis-à-vis du Rassemblement national est aussi le fruit d'une véritable entreprise idéologique, un travail de fond mené par des hommes d'affaires qui ont fait de l'union des droites un véritable projet politique et sociétal. De la même manière qu'aux États-Unis on a vu comment les grands patrons de la tech Elon Musk, Sam Altman, Mark Zuckerberg, Peter Thiel, Jeff Bezos se sont mis au service de Donald Trump et de ce que certains chercheurs qualifient déjà de technofascisme, en France les milliardaires ultraconservateurs Vincent Bolloré et Pierre-Édouard Stérin ont mis leurs empires médiatiques et financiers au service de leurs agendas idéologiques et de leurs obsessions identitaires. Sur le devant de la scène comme en coulisses, ils œuvrent à ce rapprochement depuis des années.

Carbotnic
Scaling Distributed Generation Beyond Community Solar with Bill Francis from New Energy Equity

Carbotnic

Play Episode Listen Later Apr 14, 2026 32:30


In this episode, James talks with Bill Francis, Vice President of Emerging Markets at New Energy Equity — a distributed solar developer that has spent over a decade building community solar programs across the country.Bill joined NEE at the end of 2025 after seven years at Engie, arriving right as the traditional community solar model is showing real strain. Programs are saturating. Development capital is tighter. The ITC safe harbor clock is ticking. His mandate: figure out what comes next — and build it. The case he makes in this episode is that the fundamentals for distributed energy are actually stronger than ever. The branding and program structure just need to change.Why community solar programs are hitting a wall — and the structures (feed-in tariffs, co-op PPAs, VPP tariffs) that could replace themThe ITC safe harbor cliff at end of 2027: why developers need a three-dimensional strategy on equipment timelines, permitting, and safe harbor right nowThe distributed storage opportunity: why half an acre beats 80 acres — and why electric co-ops are among the most motivated customers for standalone batteriesNEE's development DNA: why being judicious about when and how you de-risk assets matters more than ever when development capital is scarceA must-listen for distributed solar and storage developers thinking through market selection, capital discipline, and what the post-community solar era actually looks like.Paces helps developers find and evaluate the sites most suitable for renewable development. Interested in a call with James, CEO @ Paces?

Ten Across Conversations
Part Three: Oil Wars, Nuclear, and AI — Can Texas Power America's Future?

Ten Across Conversations

Play Episode Listen Later Apr 9, 2026 32:55


As conflict in the Persian Gulf threatens global oil supplies and artificial intelligence drives unprecedented demand for electricity, Texas is in a race to unlock the full potential of its diverse and deregulated grid. The path it chooses may arguably shape the U.S. economy and global energy markets.  In this third episode of our series on Texas water, energy, and growth, host Duke Reiter is joined by UT Austin professor, author, and global energy consultant, Dr. Michael E. Webber and president of the Texas Nuclear Alliance, Reed Clay to discuss:  How the U.S.-Israel-Iran war has sent the world reaching for U.S. oil and natural gas and what this means for TexasHow Texas came to lead the nation in renewable energy generation in the years following Winter Storm Uri, despite the rhetoric What makes Texas a leading contender in the U.S. for a nuclear energy renaissanceWhy surging AI-driven energy demand could accelerate the clean energy transition, not slow it down  Relevant Articles and Resources  “US LNG exports break record high as Middle East war disrupts global supply” (Reuters, April 2026)  “A Texas City Faces Water Crisis as Big Oil and Gas Use Most of It” (Truthout, March 2026)  “Is the US headed toward an electricity crisis of its own making?” (Canary Media, January 2026)  “Texas' power grid weathered another winter storm. Is it ready for the future?” (Texas Tribune, January 2026)  “Trump, atoms, AI and the Texas data center gusher” (Politico, January 2026)  “New U.S. nuclear power boom begins with old, still-unresolved problem: What to do with radioactive waste” (CNBC, November 2025)  “Texas renewable energy grid defies Trump's claims on solar and wind” (Power Technology, July 2025)  The Timeline and Events of the February 2021 Texas Electric Grid Blackouts (University of Texas at Austin)  Final Report on February 2021 Freeze Underscores Winterization Recommendations (Federal Energy Regulatory Commission)  Relevant Ten Across Conversations Podcasts  Part One: Can Texas Drought-Proof Its Economic Miracle?  Part Two: Does Texas Have the Water to Support an AI Boom?  Credits Host: Duke ReiterWriter and producer: Taylor GriffithEditor: Kate CarefootResearch and support provided by: Rae Ulrich, Kelly Saunders, Maya Chari, and Sabine Butler  About our guestsReed Clay is president of the Texas Nuclear Alliance. Prior to that, Reed was the Chief Operating Officer of Texas under Governor Greg Abbott and the founder of the government affairs consulting firm Crestline Group. He is also an experienced litigator and founding partner of Clay Scott LLP, with prior experience in the U.S. Department of Justice and Texas Attorney General's Office.  Dr. Michael E. Webber is the Sid Richardson Chair in the LBJ School of Public Affairs and the Cockrell Family Chair #16 in the department of mechanical engineering at the University of Texas at Austin. Prior to that, Michael served as CTO of Energy Impact Partners and Chief Science and Technology Officer at ENGIE, a global energy company. Michael has authored or co-authored more than 600 publications, including the book “Power Trip: the Story of Energy” and “Thirst for Power: Energy, Water, and Human Survival,” both of which, were developed into award-winning documentaries.

Alles auf Aktien
Strategien für die Waffenruhe-Euphorie und 11 Space-Aktien

Alles auf Aktien

Play Episode Listen Later Apr 9, 2026 19:59


In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über Kuss der Muse für Meta, einen Streik-Dämpfer für die Lufthansa und erfreuliche Corona-Zahlen für Constellation Brands. Außerdem geht es um Anthropic, OpenAI, Alphabet, Delta Air Lines, Applied Digital, Microsoft, IAG, Air France-KLM, TUI, Volkswagen, Heidelberg Materials, Siemens, RWE, Solaria, Enel, Engie, Rocket Lab, Firefly, Lockheed Martin, Boeing, AST Space Mobile, Iridium, Globalstar, China Satellite, SES, Eutelsat, Viasat und BlackSky, Virgin Galactic, VanEck Space Innovators (WKN: A3DP9J). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

De 7
02/04 | Trump blaast warm en koud over Iran | Engie en regering bikkelen over prijsgarantie kernenergie | Meerwaardebelasting vandaag gestemd in parlement

De 7

Play Episode Listen Later Apr 2, 2026 16:31


De olieprijzen gaan weer omhoog vanmorgen na de toespraak van president Donald Trump. Daarin gaf hij geen duidelijk eindpunt van de oorlog met Iran en trok hij zijn handen ook af van de straat van Hormuz.De federale regering en Engie raken het maar niet eens over de gegarandeerde prijs voor de stroom die zal worden opgewekt in de Belgische kerncentrales, zodra die langer open blijven.En meer dan duizend kmo's ondertekenen een petitie tegen de meerwaardebelasting. Die wordt vandaag gestemd in 't parlement. Host: Bert RymenProductie: Roan Van EyckSee omnystudio.com/listener for privacy information.

(don't) Waste Water!
Forget Russia & Qatar: Europe has a New Gas Source (spoiler: it's wastewater biogas)

(don't) Waste Water!

Play Episode Listen Later Mar 27, 2026 26:00


Can Europe's Sewage Plants Replace Russian Gas? (aka: the €1.9 Billion Biomethane Opportunity) Europe's wastewater treatment plants are sitting on a massive untapped energy reserve. With the right upgrades, roughly 1,900 facilities across Europe could produce 13.4 billion cubic meters of biomethane per year — matching Russia's remaining pipeline gas deliveries in 2024. Let me break down the economics, the technology, and the investment landscape driving this shift.

De 7
26/03 | Industrie vraagt om Engie te dwingen kerncentrales open te houden | MR wil Axel Miller voorzitter maken bij federale investeringsmaatschappij | OpenAI stopt met videoplatform Sora

De 7

Play Episode Listen Later Mar 26, 2026 13:49


Wat zit er in De 7 vandaag?De industrie vraagt aan de politiek om Engie desnoods te dwingen zijn kerncentrales langer open te houden. Kan dat zomaar?De Franstalige liberalen van de MR willen de gewezen Dexia-topman Axel Miller voorzitter maken van het investeringsfonds van de federale staat. En dat vindt niet iedereen een goed idee.En OpenAI stopt met het videoplatform Sora. Het kost te veel en OpenAI heeft geld nodig voor andere zaken. Host: Bert RymenProductie: Joris Vanderpoorten Wil je de live-opname bijwonen van De Beursvoyeurs in Gent? Schrijf je dan in via deze link. See omnystudio.com/listener for privacy information.

Triple M Rocks Footy AFL
MIDWEEK RUB | Essendon Crisis Deepens, The AFL's New Rivalry + The Upcoming Fixture Debacle

Triple M Rocks Footy AFL

Play Episode Listen Later Mar 25, 2026 36:57


Essendon's the talk after their big loss to Port Adelaide - so Damian Barrett goes inside the players only meeting and what comes next for them. Joey's building the St Kilda mafia brand - and were they responsible for the clock dilemma on Saturday at ENGIE? That and Daisy's got a huge call - the biggest yet? - on Josh Treacy this weekend. That plus all your tips for round three!See omnystudio.com/listener for privacy information.

Transmission
Inside the 20GW Pipeline Shaping U.S. Renewable Energy - Engie North America

Transmission

Play Episode Listen Later Mar 17, 2026 34:00


How does a major renewable operator decide what gets built, where, and with whose capital? Lolita Carry, Director of Portfolio Strategy at Engie North America, explains how Engie manages a 20GW BESS, wind, and solar pipeline across ERCOT, PJM, MISO, and CAISO.In this episode Alejandro de Diego speaks with Lolita Carry about how one of the US's largest battery storage operators structures its investment decisions across multiple ISO markets.They take a look at how Engie steers a 20GW development pipeline across ERCOT, PJM, MISO, and CAISO; the capital recycling model behind Engie's 2.7GW asset sale to SES; what the Broad Reach Power acquisition brought to Engie's battery portfolio; how ancillary service saturation and energy price cannibalisation are reshaping BESS investment cases; and why Engie remains bullish on batteries despite tightening revenues.You can watch or listen to new episodes every Tuesday and Thursday.Transmission is a Modo Energy production. Your host is Alejandro De Diego - US Market AnalystModo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets. Want all the latest power market news? Sign up for our free Weekly Dispatch newsletter: https://bit.ly/TheWeeklyDispatchChapters:0:00 Introduction — Engie's 20GW pipeline and the portfolio challenge4:01 Capital allocation and key technologies in focus5:17 Priority ISO markets: ERCOT, PJM, MISO, CAISO6:04 What makes each market unique 9:27 BESS + solar development: from site to FID11:00 Risk assessment and project showstoppers12:32 Network upgrades and interconnection queue dynamics14:49 Raising and lowering the investment bar across markets18:01 Where Engie captures the most value: development vs. construction vs. operations18:59 The capital recycling model — Engie's 2.7GW SES deal explained20:20 How grid-scale batteries operate day to day21:45 BESS revenue decline: ancillary services, cannibalisation, and energy arbitrage22:34 Investment stance23:27 In-house energy management vs. external optimisers24:07 Advantages of scale vs. smaller developers29:10 Career advice for those entering the energy investment sector30:20 The Broad Reach Power acquisition — lessons and integration32:05 Final plug and contrarian view on the energy industry

Transmission
Inside the 20GW Pipeline Shaping U.S. Renewable Energy - Engie North America

Transmission

Play Episode Listen Later Mar 17, 2026 34:00


How does a major renewable operator decide what gets built, where, and with whose capital? Lolita Carry, Director of Portfolio Strategy at Engie North America, explains how Engie manages a 20GW BESS, wind, and solar pipeline across ERCOT, PJM, MISO, and CAISO.In this episode Alejandro de Diego speaks with Lolita Carry about how one of the US's largest battery storage operators structures its investment decisions across multiple ISO markets.They take a look at how Engie steers a 20GW development pipeline across ERCOT, PJM, MISO, and CAISO; the capital recycling model behind Engie's 2.7GW asset sale to SES; what the Broad Reach Power acquisition brought to Engie's battery portfolio; how ancillary service saturation and energy price cannibalisation are reshaping BESS investment cases; and why Engie remains bullish on batteries despite tightening revenues.You can watch or listen to new episodes every Tuesday and Thursday.Transmission is a Modo Energy production. Your host is Alejandro De Diego - US Market AnalystModo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets. Want all the latest power market news? Sign up for our free Weekly Dispatch newsletter: https://bit.ly/TheWeeklyDispatchChapters:0:00 Introduction — Engie's 20GW pipeline and the portfolio challenge4:01 Capital allocation and key technologies in focus5:17 Priority ISO markets: ERCOT, PJM, MISO, CAISO6:04 What makes each market unique 9:27 BESS + solar development: from site to FID11:00 Risk assessment and project showstoppers12:32 Network upgrades and interconnection queue dynamics14:49 Raising and lowering the investment bar across markets18:01 Where Engie captures the most value: development vs. construction vs. operations18:59 The capital recycling model — Engie's 2.7GW SES deal explained20:20 How grid-scale batteries operate day to day21:45 BESS revenue decline: ancillary services, cannibalisation, and energy arbitrage22:34 Investment stance23:27 In-house energy management vs. external optimisers24:07 Advantages of scale vs. smaller developers29:10 Career advice for those entering the energy investment sector30:20 The Broad Reach Power acquisition — lessons and integration32:05 Final plug and contrarian view on the energy industry

SBS Vietnamese - SBS Việt ngữ
Buổi ra mắt của Bad Bunny tại Úc đã thu hút kỷ lục 89.000 người hâm mộ

SBS Vietnamese - SBS Việt ngữ

Play Episode Listen Later Mar 6, 2026 10:22


Gần 90.000 người đã lấp đầy sân vận động ENGIE ở Sydney để xem buổi hòa nhạc trực tiếp đầu tiên của Bad Bunny tại Úc. Đây là kỷ lục đối với sân vận động ENGIE, cho thấy sức hút toàn cầu của âm nhạc được hát bằng tiếng Tây Ban Nha, bao gồm cả khán giả phương Tây không hiểu hoặc không nói được ngôn ngữ này.

Ransquawk Rundown, Daily Podcast
EU Market Open: Equities mixed despite positive Nvidia earnings; Third round of US-Iran talks awaits

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Feb 26, 2026 3:11


APAC stocks are mostly positive as the majority of the region took its cue from gains on Wall Street, where tech led the advances, and NVIDIA posted stronger-than-expected earnings.US equity futures initially saw support following NVIDIA's earnings results, as the world's most valuable company beat on top and bottom lines, although gains were pared as NVIDIA ultimately returned to flat territory after hours.BoJ's Governor Ueda said there is no change from January to the BoJ's projected timing for hitting its price target, and inflation is expected to re-accelerate from the current slowdown.US VP Vance said they see evidence that Iran is trying to build a nuclear weapon; US Secretary of State Rubio said Iran poses a grave threat and seeks nuclear capability.European equity futures indicate a slightly lower cash market open with Euro Stoxx 50 futures down 0.2% after the cash market closed with gains of 0.9% on Wednesday.Looking ahead, highlights include EZ Consumer Confidence Final (Feb), US Jobless Claims, Japanese Tokyo CPI (Feb), Retail Sales (Jan). Speakers include ECB's Lagarde, BoE's Lombardelli & Fed's Bowman. Supply from Italy & US. Earnings from CoreWeave, Intuit, Vistra Energy, Autodesk, Dell, Baidu, Warner Bros Discovery, Munich Re, Schneider Electric, AXA, Engie & Saint-Gobain.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Pleb UnderGround
I WAS bullish until THIS Happened

Pleb UnderGround

Play Episode Listen Later Feb 25, 2026 31:40


✔️ Don't fight the tide✔️ I was bullish until this happened.✔️ Utility giant Engie is exploring installing Bitcoin mining data centers✔️ Fed moves to eliminate “reputation risk” from oversight policy✔️ Michigan bill to allow employees to be paid in bitcoin ✔️ Jane Street Controversy ✔️ VLS Project✔️ Sources:► https://x.com/apsk32/status/2026150920967626964?s=52&t=CKH2brGypO5fEYTgQ-EFhQ► https://x.com/bitcoinmagazine/status/2025984644751995032?s=52&t=CKH2brGypO5fEYTgQ-EFhQ► https://srnnews.com/engie-eyes-bitcoin-mine-and-storage-system-at-huge-new-brazil-solar-plant/► https://x.com/bitcoinmagazine/status/2026064527356211482?s=52&t=CKH2brGypO5fEYTgQ-EFhQ► https://x.com/coindesk/status/2026311244928471421?s=52&t=CKH2brGypO5fEYTgQ-EFhQ► https://x.com/RhinoBitcoin/status/2026325146584187043► https://www.legislature.mi.gov/Bills/Bill?ObjectName=2024-HB-6147&printerFriendly=true► https://x.com/upbeats_/status/2026303027242504699?s=52&t=CKH2brGypO5fEYTgQ-EFhQ► https://vls.tech/► DONATE TO HELP KEONNE AND BILL https://www.change.org/p/stand-up-for-freedom-pardon-the-innocent-coders-jailed-for-building-privacy-tools✔️ Check out Our Bitcoin Only Sponsors!► https://archemp.co/Discover the pinnacle of precision engineering. Our very first product, the bitcoin logo wall clock, is meticulously machined in Maine from a solid block of aerospace-grade aluminum, ensuring unparalleled durability and performance. We don't compromise on quality – no castings, just solid, high-grade material. Our state-of-the-art CNC machining center achieves tolerances of 1/1000th of an inch, guaranteeing a perfect fit and finish every time. Invest in a product built to last, with the exacting standards you deserve.► Join Our telegram: https://t.me/theplebunderground#Bitcoin #crypto #cryptocurrency #dailybitcoinnews #memecoinsThe information provided by Pleb Underground ("we," "us," or "our") on Youtube.com (the "Site") our show is for general informational purposes only. All information on the show is provided in good faith, however we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information on the Site. UNDER NO CIRCUMSTANCE SHALL WE HAVE ANY LIABILITY TO YOU FOR ANY LOSS OR DAMAGE OF ANY KIND INCURRED AS A RESULT OF THE USE OF THE SHOW OR RELIANCE ON ANY INFORMATION PROVIDED ON THE SHOW. YOUR USE OF THE SHOW AND YOUR RELIANCE ON ANY INFORMATION ON THE SHOW IS SOLELY AT YOUR OWN RISK.

Freight Efficiency with NACFE's Mike Roeth & Friends
Ep. 130: Chris Guerrero – ENGIE Resources

Freight Efficiency with NACFE's Mike Roeth & Friends

Play Episode Listen Later Feb 17, 2026 24:55


Chris Guerrero, vice president of marketing at ENGIE Resources, talks about his work with Starship, the three main positions in the energy space and green hushing. He also talks about his love of storytelling, why it is important to share good stories and what is keeping him confident during the energy transition.

Columbia Energy Exchange
Michael Webber on What's Behind Rising Energy Costs

Columbia Energy Exchange

Play Episode Listen Later Jan 27, 2026 60:04


With electricity prices on the rise, the future of our power grid is attracting a lot more attention. Surging demand is at the center of the story, but the power sector is also grappling with supply chain bottlenecks and aging infrastructure – all while trying to balance capacity growth with reducing emissions. This isn't just a technical challenge. Energy affordability and equity are reshaping debates about energy policy, permitting reform, and climate goals.  So, what's really behind rising prices? What are the best ways to balance the need to build capacity with the interests of communities? What role can research play when it comes to steering energy policy? And what lessons can Texas teach us about all of these concerns? Today on the show, Jason Bordoff speaks with Michael Webber about the costs of energy; the challenges of permitting reform; and the need to build more energy faster. Michael Webber is a professor at the University of Texas at Austin. He's the author of multiple books on energy, including Power Trip and Thirst for Power, both of which were adapted into award-winning PBS documentary series. In addition to his academic post, Michael previously served as CTO of the venture fund Energy Impact Partners, and as chief science and technology officer at ENGIE. Note: This conversation was recorded in early December. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Gregory Vilfranc.  

Redefining Energy
212. Heat Pumps rise again - Jan26

Redefining Energy

Play Episode Listen Later Jan 19, 2026 31:48 Transcription Available


Heat pumps sit at the heart of Europe's strategy to cut emissions and reduce dependence on imported gas. Under the EU's REPowerEU plan, the bloc is targeting 60 million heat pumps by 2030. By the end of 2025, almost 30 million units were already installed — progress, but still only halfway to the goal.Gerard and Laurent are joined by Paul Kenny, Director General of the European Heat Pump Association (EHPA), to unpack why adoption has surged in countries such as Japan, Scandinavia and parts of the US, while many European markets continue to lag.After a strong year in 2022, European heat pump sales slowed in 2023 and 2024 amid high upfront costs, a shortage of qualified installers, weaker policy support and an unfavourable price relationship between gas and electricity. Paul explains why confidence is returning in 2025, with 1m heat pumps sold across 13 European countries in the first half of 2025, a 9% increase on 2024.We also look beyond residential heating to the rapid rise of industrial heat pumps, which could become a major decarbonisation tool for sectors requiring heat below 200°C, including food processing and pharmaceuticals. The conversation explores how heat pumps can add flexibility to the power system, in some cases reducing the need for battery storage, and why data centre heat management is emerging as a key new application.As the leading voice of Europe's heat pump industry, EHPA is working to make heat pumps the preferred technology for sustainable heating and cooling — strengthening Europe's competitiveness, resilience and energy security in the process.-----At Redefining Energy, we are excited to be part of International Energy Week, where some of the biggest names in global energy come together for a packed agenda tackling the ideas, technologies, and policies shaping the future. ENGIE's CEO Catherine MacGregor will be speaking, as well as IEA Executive Director Dr Fatih Birol and Shell's CEO Wael Sawan.  Join us there and get 20% off your ticket with the promo code REIEWEEK20. https://www.ieweek.co.uk/--Finally, Gerard and Laurent are invited by Jan Rosenow, professor of energy and climate policy at Oxford university and an energy policy expert, for a live session at Oriel College in Oxford on 25/2/26.    

Wings Of...Inspired Business
Red Carpets to Rest Wear: Celebrity Stylist and Entrepreneur Engie Hassan on Building Community for Women

Wings Of...Inspired Business

Play Episode Listen Later Dec 30, 2025 33:34


Engie Hassan is a celebrated red-carpet fashion stylist turned CEO and Founder of The Revelist, a membership community to help women in midlife feel better about themselves. An alum of Vogue, French Vogue, Teen Vogue and Numero, Engie is a sought-after arbiter of taste and a go-to connector, helping clients broker meaningful alliances with the who's who of the fashion industry in the U.S., Europe and across the Arab world. Tastemakers such as Anna Wintour have lauded Engie for her vision for clients and the late Karl Lagerfeld singled out her eye for accessories. From The Oscars to the SAG Awards, Hassan dresses some of the most glamorous women and men in the world, and as a Style Commentator she has hosted red carpet style interviews and offered insights for ET Arabia, InStyle, NBC, Vogue Arabia, Grazia Middle East, Conde Nast Travel, The Express, The NJ Morning Show and many others. Engie has also styled music videos for Zach Matari (Fl!p it), Lauryn Hill, Tony Nominee Joshua Henry (Grow!), Jackie Nese, Frances Rose, Lily Massie, Mikel James, Deanna Demola and Young GVD. She's also worked as a personal stylist for Orlando Bloom, Miranda Kerr, Lady Gaga, Kanye West, Andre Holland, Amir Arison and more.