Podcasts about Engie

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?

La Belgique s’apprête-t-elle à vivre le plus grand tournant énergétique de son histoire récente? Après des années de débats sur la sortie du nucléaire, le gouvernement de Bart De Wever veut désormais reprendre le contrôle des centrales nucléaires belges et nationaliser les activités d’Engie dans le pays. Mais pourquoi ce revirement? Combien cette opération pourrait-elle coûter à l’État belge? La Belgique a-t-elle réellement les moyens techniques, financiers et humains de gérer elle-même son nucléaire? Et surtout est-ce la meilleure solution pour garantir notre sécurité énergétique en diminuant notre dépendance aux énergies fossiles importées de l’étranger? Dans cet épisode du Brief, Ondine Werres reçoit Christine Scharff, journaliste à L’Echo spécialisée dans les questions énergétiques. Ensemble, elles analysent les coulisses du deal entre Engie et l'État belge et tous les enjeux directement liés. Un épisode pour comprendre ce qui se joue derrière ce virage nucléaire historique et pourquoi les décisions prises aujourd’hui pourraient engager la Belgique sur plusieurs générations. 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.

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.

durée : 00:03:04 - Côté Belgique Vous aimez ce podcast ? Pour écouter tous les autres épisodes sans limite, rendez-vous sur Radio France.

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.

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.

De federale regering heeft nucleaire plannen. Ze willen de Belgische kernreactoren overnemen van Engie. Maar werd dit hele nucleaire vraagstuk niet al enkele jaren geleden gevoerd? Waarom komt het dan net nu weer naar boven? In de Vlaamse regering wordt er gekibbeld over verschillende dossiers. Is minister-president Matthias Diependaele de juiste persoon op de juiste plaats? Aan tafel: Bart Eeckhout, Stavros Kelepouris, Joline MaenhoutProductie: Laurens Bervoets (hoorstroom) & Dries VermeulenEindredactie: Sam Feys & Rik Boey Wil je reageren? Mail naar podcasts@demorgen.beSee omnystudio.com/listener for privacy information.

On a senti une certaine nervosité lundi sur les marchés. Le CAC 40 a été chahuté par un regain de tensions au Moyen-Orient. Selon des médias iraniens, deux missiles auraient visé une frégate américaine dans le détroit d'Ormuz — et ça a suffi pour faire plonger les marchés en milieu de séance. Le pétrole s'est immédiatement tendu, dépassant les 115 dollars, pendant que la Bourse de Paris chutait de 1,6%. A la clôture des marchés européens, les indices américains évoluaient également dans le rouge. Autre sujet chaud : la guerre commerciale. Donald Trump a menacé d'augmenter les droits de douane sur les voitures européennes à 25%. Les constructeurs allemands comme Volkswagen ou Mercedes-Benz ont reculé, plus exposés que Renault ou Stellantis. Quels sont les rendez-vous à ne pas manquer cette semaine ? Le temps fort sera vendredi avec les chiffres de l'emploi américain, très attendus par les marchés. Côté entreprises, Axa ouvrira le bal mardi, suivi de Veolia mercredi et Bouygues, Engie et Legrand, jeudi. À l'international, les investisseurs suivront : Ferrari, Pfizer ou encore Walt Disney.Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

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.

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?

L'émission 28 minutes du 14/04/2026 Faut-il nationaliser les médicaments essentiels pour lutter contre les pénuries ? En 2024, 39 % des Français ont été touchés par une pénurie de médicaments. Ces manquements concernent principalement des traitements bon marché et qui existent depuis longtemps comme le paracétamol et l'amoxicilline. Clémence Marque, docteure en pharmacie et chercheure, alerte sur ces pénuries en matière de santé publique qui sont dûes, entre autres, à une capacité de production insuffisante et une augmentation des ventes. Elle publie “Faire sans. Les pénuries de médicaments qui menacent notre santé” aux éditions Actes Sud. Le RN drague les patrons : alliance contre nature ou nécessité stratégique ? Le 7 avril, le club Entreprise et Cité a organisé un dîner avec Marine Le Pen et une quinzaine de grands patrons français, selon une enquête du “Nouvel Obs”. Les dirigeants d'Accor, TotalEnergies, Engie ou Renault étaient présents pour discuter avec la cheffe de file du Rassemblement national, tout comme l'homme le plus riche de France, Bernard Arnault, le PDG de LVMH, selon des informations confirmées par l'AFP. À un an de l'élection présidentielle, les grands patrons acceptent de plus en plus d'échanger avec le parti d'extrême droite. Le 20 avril, Jordan Bardella, président du RN, déjeunera avec le bureau exécutif du Medef, selon France Inter. Le directeur général de la Maif, Pascal Demurger, publiait hier une tribune dans “Le Monde” pour dénoncer “une erreur tactique autant qu'une illusion politique”, susceptible d'accélérer la victoire du RN. On en débat avec Bernard Cohen-Hadad, président de la CPME Paris, Aurore Malval, grand reporter au service politique de “Marianne” et Erwan Lecœur, sociologue, spécialiste de l'extrême droite. Enfin, Xavier Mauduit s'intéresse à la visite en Algérie du pape Léon XIV pour nous raconter l'histoire de cette terre des premiers Pères de l'Église avec Saint-Augustin. Marie Bonnisseau revient sur un nouveau clip de propagande chinois, façon film d'animation, qui revisite le conflit en Iran. 28 minutes est le magazine d'actualité d'ARTE, présenté par Élisabeth Quin du lundi au jeudi à 20h05. Renaud Dély est aux commandes de l'émission le vendredi et le samedi. Ce podcast est coproduit par KM et ARTE Radio. Enregistrement 14 avril 2026 Présentation Élisabeth Quin Production KM, ARTE Radio

L'émission 28 minutes du 14/04/2026 Le RN drague les patrons : alliance contre nature ou nécessité stratégique ? Le 7 avril, le club Entreprise et Cité a organisé un dîner avec Marine Le Pen et une quinzaine de grands patrons français, selon une enquête du “Nouvel Obs”. Les dirigeants d'Accor, TotalEnergies, Engie ou Renault étaient présents pour discuter avec la cheffe de file du Rassemblement national, tout comme l'homme le plus riche de France, Bernard Arnault, le PDG de LVMH, selon des informations confirmées par l'AFP. À un an de l'élection présidentielle, les grands patrons acceptent de plus en plus d'échanger avec le parti d'extrême droite. Le 20 avril, Jordan Bardella, président du RN, déjeunera avec le bureau exécutif du Medef, selon France Inter. Le directeur général de la Maif, Pascal Demurger, publiait hier une tribune dans “Le Monde” pour dénoncer “une erreur tactique autant qu'une illusion politique”, susceptible d'accélérer la victoire du RN. On en débat avec Bernard Cohen-Hadad, président de la CPME Paris, Aurore Malval, grand reporter au service politique de “Marianne” et Erwan Lecœur, sociologue, spécialiste de l'extrême droite. 28 minutes est le magazine d'actualité d'ARTE, présenté par Élisabeth Quin du lundi au jeudi à 20h05. Renaud Dély est aux commandes de l'émission le vendredi et le samedi. Ce podcast est coproduit par KM et ARTE Radio. Enregistrement 14 avril 2026 Présentation Élisabeth Quin Production KM, ARTE Radio

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.

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 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.

Le président américain Donald Trump a douché tous les espoirs d'une fin rapide du conflit en Iran dans son discours à la nation cette nuit. Les États-Unis frapperont encore l'Iran et plus fort, a-t-il dit. Le pétrole repart à la hausse et les marchés reculent. Le nombre de pharmacies recule en Belgique, et surtout en Wallonie. Mais, il y en a encore trop par rapport aux autres pays selon l'association des pharmaciens. Regain de tension entre le gouvernement De Wever et Engie sur la prolongation du nucléaire. Les deux parties ne s'entendent toujours pas sur le prix garanti que l'énergéticien recevra pour son électricité nucléaire. Faute d'accord, des experts devront trancher. 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.

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.

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.

YouTube et Instagram n'en font pas assez pour empêcher l'addiction des jeunes aux réseaux sociaux. Un tribunal de Los Angeles a reconnu leurs maisons mères, Meta et Google, coupables de négligence et les condamne à verser six millions de dollars à la jeune femme qui les accusait d’avoir provoqué une dépendance dès son adolescence. En Belgique, le médiateur des télécoms a reçu plus de 3.000 plaintes contre Orange pour l'année 2025, contre 2.200 en 2024. Le gros point noir pour Orange, c'est la résiliation des contrats. Pour la plupart des autres opérateurs, le nombre de plaintes est en baisse. Le médiateur francophone des télécoms publie son rapport annuel ce jeudi. Carrefour ne vendra pas ses magasins belges. Les offres du fonds allemand Aurelius et du distributeur néerlandais Jumbo ne sont pas assez intéressantes. Febeliec, la fédération belge des industries lourdes, veut qu'Engie puisse être contrainte de prolonger certains réacteurs nucléaires. Elle demande au gouvernement d'activer la loi de 2014 sur la menace de l'approvisionnement électrique. Présentation: Julie Vuillequez 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 Podcasts See omnystudio.com/listener for privacy information.

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.

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

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

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.

Wat zit er vandaag in De 7? De CEO van Engie zet de deur op een kier om de twee jongste kerncentrales in ons land langer open te houden. What's Cooking - het bedrijf achter de kant-en-klare Come a Casa-gerechten - maakt zich klaar voor een beursexit. En groot nieuws: de 7 krijgt een klein zusje! De host van onze nieuwe weekendpodcast verklapt al het een en het ander. Host: Roan Van EyckProductie: Joris VanderpoortenSee omnystudio.com/listener for privacy information.

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

Wat zit er vandaag in De 7? Nvidia overtreft opnieuw de torenhoge verwachtingen met zijn kwartaalresultaten. CEO Jensen Huang probeert beleggers gerust te stellen over de gepercipieerde AI-dreiging. Maar werkt dat ook? 70.000 Vlamingen hebben hun thuislaadpaal nog niet aangegeven bij Fluvius en riskeren een boete. Zo'n aanmelding is wettelijk verplicht. De Belgische Karen Baert haalt met haar start-up kapitaal op bij opvallend grote namen als Shell en Chevron. Ze wil ammoniak goedkoper én groener maken. We praten met haar in deze podcast. Host: Roan Van EyckProductie: Lara Droessaert Hoe moeten onze website, app, podcasts, video’s of nieuwsbrieven er in de toekomst uitzien? Vul onze vragenlijst in See omnystudio.com/listener for privacy information.

✔️ 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.

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.

Wat zit er in De 7 vandaag?Slaagt de regering-De Wever erin om een aantal kerncentrales langer open te houden? Engie wil er niet van horen, maar binnen de regering groeit de hoop dat onderhandelingen mogelijk zijn.Google-moeder Alphabet verdubbelt dit jaar investeringen in AI. Dat blijkt uit hun nieuwe kwartaalcijfers van vannacht.En in Gent rijden binnenkort elektrische auto's rond, die stroom opnieuw op het net kunnen zetten. Het is een proefproject samen met autoconstructeur Renault en TotalEnergies. Host: Bert RymenProductie: Joris VanderpoortenSee omnystudio.com/listener for privacy information.

Rio Tinto, BHP, Glencore, Antofagasta, SAP, Adidas, Swatch, Cap Gemini y Engie. Con Antonio Aspas, socio de Buy & Hold Gestión de Activos.

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über das Pinterest-Problem, das Comeback der grünen Energien, den Run bei Momentum und die Aktie, die den Dow ins Minus drückt. Außerdem geht es um UnitedHealth, Humana, CVS Health, Micro Technology, Texas Instruments, Corning, Coreweave, iShares USA Momentum ETF (WKN: A2AP36), GM, Boeing, American Airlines, JetBlue, Richtec Robotic, Microsoft, iShares Global Clean Energy (WKN: A0MW0M), Energias de Portugal, Acciona, Rexel, Prysmian, NKT, Siemens Energy, Orsted, Engie, Adidas, Puma, Anta Sports. 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 und AAA-Newsletter. 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. Der Börsen-Podcast 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

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.  

NESTA EDIÇÃO. Atraso no período úmido leva a situação de atenção na operação do sistema elétrico, diz ONS. Migração para o mercado livre de energia desacelera em 2025. Engie vai construir maior parque solar do portfólio nos Emirados Árabes Unidos, com 1,5 GW. Interesse dos EUA na Groenlândia está ligado ao comércio de óleo e gás de China e Rússia no Ártico. ***Locução gerada por IA

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.    

Robert Baker, Founder and CEO, Potentia Talent Consulting Robert has been a passionate supporter of diversity, equity and inclusion throughout his 40 plus year consulting career. He now runs his own company, focussing on delivering keynotes, workshops and coaching for business executives to help them develop their inclusive leadership skills and so build diverse and inclusive workplaces.   Robert works with global organisations and some of the key projects he has delivered in the last twelve months include: · Allyship workshops and key notes · Executive coaching for male leaders on gender balance and inclusion · Unconscious bias workshops and training · Inclusive culture and leadership workshops and keynotes Clients include Generali, Marsh & McLennan, ENGIE, Pfizer, PwC Belgium, Zalando and many other global companies.   Robert has also spoken at many conferences, including recently: The Rise & Lead Women Conference, The Hague (September 2025) where he ran a Men As Allies Roundtable and the Global Women on Boards Conference, Brussels (November 2025) where he chaired a panel on AI and Allyship.   Robert is a Board member and Vice Chair of European Women on Boards, and is a past Trustee of UN Women, UK. Robert is Disrupter in Residence in DE&I on the Global MBA Program at EDHEC Business School and also a visiting lecturer on Male Allyship at the University of Amsterdam Academy.   In recognition of his work in gender balance, Robert was named a Top 50 Trailblazer in Gender Equity in January 2023 by We Are The City and was awarded as Corporate Male Champion of the Year 2024 by Women in Management. ---- SOCIALS: Twitter: @robertbkr  Instagram: @robertbkr LinkedIn: https://www.linkedin.com/in/robert-baker-potentia-talent-consulting/  

De la direction générale d'Engie à la création du Blunomy, toute sa vie Isabelle Kocher de Leyritz a voulu transformer en profondeur les modèles économiques en conciliant durabilité et performance. Incarnation d'un leadership renouvelé, profondément humaniste et attentif aux enjeux environnementaux, plongez-vous dans la vie et dans l'esprit de celle qui a voulu transformer en profondeur le géant gazier français.

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.

El gesto de fondos del Grupo Link analiza los títulos de Santander, Engie, Cellnex, SAP, Soltec o Citigroup, entre otros

Allen, Joel, and Yolanda recap the UK Offshore Wind Supply Chain Spotlight in Edinburgh and Great British Energy’s £1 billion manufacturing push. Plus Ørsted’s European onshore wind sale, Xocean’s unmanned survey tech at Moray West, and why small suppliers must scale or risk being left behind. Sign up now for Uptime Tech News, our weekly email update 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 Facebook, YouTube, Twitter, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes’ YouTube channel here. Have a question we can answer on the show? Email us! You are listening to the Uptime Wind Energy Podcast brought to you by build turbines.com. Learn, train, and be a part of the Clean Energy Revolution. Visit build turbines.com today. Now, here’s your host. Allen Hall, Joel Saxon, Phil Totaro, and Rosemary Barnes. Allen Hall: Welcome to the Uptime Wind Energy Podcast. I’m your host Allen Hall in Charlotte, North Carolina, the Queen City. I have Yolanda Pone and Joel Saxon back in Austin, Texas. Rosemary Barnes is taking the week off. We just got back from Scotland, Joel and I did, and we had a really great experience at the UK offshore wind supply chain spotlight 2025 in Edinburgh, where we met with a number of wind energy suppliers and technology advocates. A Joel Saxum: lot going on there, Joel. Yeah. One of the really cool things I enjoyed about that, um, get together the innovation spotlight. [00:01:00] One, the way they had it set up kind of an exhibition space, but not really an exhibition. It was like just a place to gather and everybody kind of had their own stand, but it was more how can we facilitate this conversation And then in the same spot, kind of like we’ve seen in other conferences, the speaking slots. So you could be kind of one in ear, oh one in year here, listening to all the great things that they’re doing. But having those technical conversations. And I guess the second thing I wanted to share was. Thank you to all of the, the UK companies, right? So the, all the Scottish people that we met over there, all the people from, from England and, and around, uh, the whole island there, everybody was very, very open and wanting to have conversations and wanting to share their technology, their solutions. Um, how they’re helping the industry or, or what other people can do to collaborate with them to help the industry. That’s what a lot of this, uh, spotlight was about. So from our, our seat, um, that’s something that we, you know, of course with the podcast, we’re always trying to share collaboration, kind of breed success for everybody. So kudos to the ORE [00:02:00] Catapult for putting that event on. Allen Hall: Yeah, a big thing. So, or Catapult, it was a great event. I’ve met a lot of people that I’ve only known through LinkedIn, so it’s good to see them face to face and. Something that we’ve had on the podcast. So we did a number of podcast recordings while we’re there. They’ll be coming out over the next several weeks, so stay tuned for it. You know, one of the main topics at that event in Edinburg was the great British Energy announcement. This is huge, Joel. Uh, so, you know, you know, the United Kingdoms has been really pushing offshore wind ambitions for years, but they don’t have a lot of manufacturing in country. Well, that’s all about the change. Uh, great British energy. Which is a government backed energy company just unveiled a 1 billion pound program called Energy Engineered in the uk, and their mission is pretty straightforward. Build it in the uk, employ people in the uk, and keep the economic benefits of the clean energy transition on British soil. 300 million pounds of that is really [00:03:00] going to be focused on supply chain immediately. That can happen in Northern Ireland, Scotland, Wales, and England. It’s a big promotion for the UK on the wind energy side. I see good things coming out of this. What were your thoughts when you heard that Joel Saxum: announcement, Joel? The offshore wind play. Right. It’s like something like this doesn’t happen to economies very often. Right. It’s not very often that we have like this just new industry that pops outta nowhere. Right. We’re, we’re not making, you know, it’s like when, when. Automotive industry popped up in the, you know, the early 19 hundreds. Like that was this crazy new thing. It’s an industrial revolution. It’s all this new opportunity. So offshore wind in, in my idea, same kind of play, right? It’s this new thing or newer thing. Um, and as a government, um, coming together to say, Hey, this is happening. We have the resources here. We’re gonna be deploying these things here. Why would we not take advantage of building this here? I mean. Any politician that says I’m bringing jobs or I’m bringing in, you [00:04:00] know, um, bringing in funds to be able to prop up an industry or to, uh, you know, start a manufacturing facility here or support an engineering department here, um, to be able to take advantage of something like this. Absolutely right. Why offshore this stuff when you can do it Here, you’ve got the people, you have the engineering expertise. It’s your coastline. You’ve operated offshore. You know how to build them, operate ’em, all of these different things. Keep as much of that in-house as you can. I, I mean, we’ve, we’ve watched it in the US over the last few years. Kind of try to prop up a supply chain here as well. But, you know, with regulations and everything changing, it’s too risky to invest. What the, it looks like what the UK has seen over there is, well, we might as well invest here. We’ll throw the money at it. Let’s, let’s make it happen on our shores. The Allen Hall: comparison’s obvious to the IRA Bill Yolanda and the IRA bill came out, what, A little over two years ago, three years ago, roughly. We didn’t see a lot of activity [00:05:00] on the manufacturing side of building new factories to do wind. In fact, there was a lot of talk about it initially and then it. It really died down within probably a year or so. Uh, you know, obviously it’s not a universal statement. There were some industries model piles and some steelworks and that kind of thing that would would happen. But sometimes these exercises are a little treacherous and hard to walk down. What’s your thoughts on the UK government stepping in and really. Putting their money where the mouth is. Yolanda Padron: I think it’s, I mean, it’s, it’s great, right? It’s great for the industry. It’ll, it’ll be a great case, I think, for us to look at just moving forward and to, like you said, government’s putting their money where their mouth is and what exactly that means. You know, not something where it’s a short term promise and then things get stalled, or corporations start looking [00:06:00] elsewhere. If every player works the way that they’re, it’s looking like they’re going to play right now, then it, it could be a really good thing for the industry. Allen Hall: Well, the, the United States always did it in a complicated way through tax policy, which means it runs through the IRS. So any bill that passes Congress and gets signed by the president, they like to run through the IRS, and then they make the tax regulations, which takes six months to 12 months, and then when they come out, need a tax attorney to tell you what is actually written and what it means. Joel, when we went through the IRA bill, we went through it a couple of times actually, and we were looking for those great investments in new technology companies. I just remember seeing it. That isn’t part of the issue, the complexity, and maybe that’s where GB Energy is trying to do something different where there’s trying to simplify the process. Joel Saxum: Yeah. The complexity of the problem over here is like that. With any. Business type stuff, right? Even when you get to the stage of, um, oh, this is a write off, this is this [00:07:00] for small businesses and those things, so it’s like a delayed benefit. You gotta plan for this thing. Or there’s a tax credit here, there. Even when we had the, um, the electric vehicle tax credits for, uh, individuals, right? That wasn’t not something you got right away. It was something you had to apply for and that was like later on and like could be. 15 months from now before you see anything of it. And so it’s all kind of like a difficult muddy water thing in the i a bill. You’re a hundred percent correct. Right. Then we passed that thing. We didn’t have the, the rules locked down for like two years. Right. And I remember we had, we had a couple experts on the podcast talking about that, and it was like, oh, the 45 x and the 45 y and the, the C this and the be that, and it was like. You needed to have a degree in this thing to figure it out, whereas the, what it sounds like to me, right, and I’m not on the inside of this policy, I dunno exactly how it’s getting executed. What it sounds like to me is this is more grant based or, and or loan program based. So it’s kinda like, hey, apply and we’ll give you the money, or we’ll fund a loan that supports some money of with low interest, zero [00:08:00] interest, whatever that may be. Um, that seems like a more direct way, one to measure ROI. Right, and or to get things done. Just just to get things done. Right. If someone said, Hey, hey, weather guard, lightning Tech. We have a grant here. We’d like to give you a hundred grand to do this. Or it was like, yeah, if you put this much effort in and then next year tax season you might see this and this and this. It’s like, I don’t have time to deal with that. Yolanda Padron: Yeah. We might also just change the rules on you a little bit, and then maybe down the line we’ll see where we go. Yeah. It does seem like they’re, they’re setting up the dominoes to fall in place a bit better. This way. Yeah, absolutely. Joel Saxum: That’s a, that’s a great way to put it, Yolanda. Let’s setting up the dominoes to fall in place. So it’s kinda like, Hey. These are the things we want to get done. This is what we wanna do as an industry. Here’s a pool of money for it, and here’s how you get access to it. Allen Hall: A lot’s gonna change. I remember, was it a couple of months ago, maybe, maybe a year ago, time flies guys. Uh, we were just talking about. That on the way home from [00:09:00]Scotland, like how many people have had in the podcast? It’s a lot over 60 have been on the podcast as guests. Uh, one of the people we want to have on is, uh, Dan McGrail, who’s the CEO of Great British Energy because, uh, we had talked about with Rosemary the possibility of building turbines all in. The uk, they have blade factories. All this stuff is doable, right? They have technology. This is not complicated work. It just needs to be set up and run. And maybe this is the goal is to just run, it may maybe not be OEM focused. I I, that’s what I’m trying to sort through right now as, is it vestas focused? Is it GE focused? Is it Siemens Keesa focused? Is there a focus or will these turbines have GB energy? Stamped on the side of them. I would Joel Saxum: see love to see support for sub-component suppliers. Yeah, I would too. Yeah. The reason being is, is like that’s, that’s more near and dear to my heart. That’s what [00:10:00] I’ve done in my career, is been a part of a lot of different, smaller businesses that are really making a difference by putting in, you know, great engineering comes from small businesses. That’s one of my, my things that I’ve always seen. It seems to be easier to get things done. In a different way with a small business than it does to engineering by committee with 50 people on a team faster, sometimes better. Uh, that’s just my experience, right? So I would like to see these smaller businesses propped up, because again, we need the OEMs. Yes, absolutely. But also spread it around, right? Spread the wealth a little bit. Uh, you know, a, a factory here, a factory there, a engineering facility here. The, uh, you know, an execution plant here. Some things like that. I would love to see more of these kind of, uh, spread around like the, like GB energy’s money spreads around, like fairy dust. Just kind of plant a little here, plant a little in this city, make a little here, instead of just lumping it to one or lumping it into one big, um, OEM. And that doesn’t necessarily [00:11:00] have to be an OEM, right? It could be a blade manufacturer that I’m talking about, or. Or a big, big gearbox thing or something like that. We need those things, and I, I’m all for support for them, but I just don’t think that all of its support should go to them. Speaker 7: Australia’s wind farms are growing fast, but are your operations keeping up? Join us February 17th and 18th at Melbourne’s Poolman on the park for Wind Energy o and M Australia 2026, where you’ll connect with the experts solving real problems in maintenance asset management. And OEM relations. Walk away with practical strategies to cut costs and boost uptime that you can use the moment you’re back on site. Register now at W OM a 2020 six.com. Wind Energy o and m Australia is created by Wind Professionals for wind professionals because this industry needs solutions, not speeches. Allen Hall: If you haven’t booked your tickets to Wind Energy o and m Australia 2026, you need to be doing [00:12:00] that. Today, uh, the event is on February 17th and 18th in Melbourne, Australia. Uh, we’ll have experts from around the world talking everything o and m, and there’s so many good people are gonna be on the agenda, Joel, and a lot of big companies sponsoring this Joel Saxum: year. Allen Hall: You want to give us a highlight? Joel Saxum: Yeah, so like you said, Alan, we have a ton of sponsors going to be there and, and I’d like to say the sponsors. Thank you ahead of time. Of course. Right. We’re, we’re, we’re super excited for them to get involved because as we’ve put this event together. We’re trying to do this no sales pitches, right? So we wanna do this, not pay to play. We want people here that are going to actually share and learn from each other. And the sponsors have been kind enough to get on board with that message and follow through with it. So, like our lead industry sponsor Tilt, uh, Brandon, the team over there, fantastic. Um, they have, they’re, they’re the, their key sponsor here and they’re supporting a lot of this. So the money’s going to applying in experts from all over the [00:13:00] world, putting this thing together. Uh, so we have an, uh. A forum to be able to talk at, uh, C-I-C-N-D-T. From here in the States, uh, we’ve got Palisades, who’s another operator in the, uh, Australian market, uh, rig com. ISP over there doing blade work and it just keeps rolling down. We’ve got squadron on board, squadron’s gonna do one of the coffee carts. Um, so I know that we’ve got a limited bit of tickets left. I think we are 250 in the venue and that’s what the plan is. I think we’re sitting at about half of that leftover. Allen Hall: Yeah, it’s getting close to running out. And I know in Australia everybody likes to purchase their tickets at the last minute. That’s great. And but you don’t wanna miss out because there is limited seating to this event. And you wanna go to WMA w om a 2020 six.com. Look at all the activities. Book some tickets. Plan to book your travel if you’re traveling from the United States or elsewhere. You need a couple of weeks [00:14:00]hopefully to do that ’cause that’s when the airline prices are lower. If you can book a a couple of weeks ahead of time. So now’s the time to go on Woma 2020 six.com. Check out the conference, get your tickets purchased, start buying your airline tickets, and get in your hotel arranged. Now’s the time to do that. Well, as you know, war has been selling off pieces of itself after setbacks in the America market. Uh, sounds like two heavyweight bidders are looking for one of those pieces. Copenhagen Infrastructure Partners and ENG G are allegedly competing for Seds European. Onshore Wind business, a portfolio valued at roughly 1 billion euros. Supposedly the bids are gonna be due this week, although nothing is certain in a billion dollar deals. This is a little bit odd. I understand why Stead is doing it, because they’re, they’re trying to fundraise, but if they do this. They will be essentially European offshore wind only [00:15:00] with some American onshore and a little bit American offshore. Not much. Uh, that will be their future. Are they gonna stay with America one onshore or, and American offshore? Is that a thing? Or they just could, could be all European offshore wind. Is that where Osted is headed? It’s a complicated mix because, you know, they’re, they’re, they’ve negotiated a couple of other deals. Most recently to raise cash. They’re supposedly selling, uh, another set of wind farms. I dunno how official that is, but it’s, it seems like there’s some news stories percolating up out there trying to raise more cash by selling large percentages of offshore wind farms. Where does Joel Saxum: this all end? I don’t know. The interesting thing is like if you looked at Ted, uh, man, two years ago, like if you Googled anything or used a jet, GPT or whatever it was like, gimme the. Three largest wind operators in the world. They were the top three all the time. Right. And, and most valuable. At one point in time, they were worth like, [00:16:00] uh, I don’t wanna say the wrong number, but I, I thought, I thought 25 billion or something like that. They were worth. ATS at one point in time. Market share. Allen Hall: Yeah, Joel Saxum: I think that seems right. So like they, they were huge and it just seems like, yeah, they’re trying to survive, but in survival mode, they’ve just kind, they’re just dwindling themselves down to being just o just a small offshore company. And, or not small, but a small, just a, just a siloed offshore company. A large offshore company. Yeah. Yeah. But I mean, like, even just, there was, there’s another article, um. Today we’re, we’re talking here, CIP and Engie looking to buy their European onshore business. They’ve also are putting up like, uh, was it greater Ang of four in Taiwan for, for sale as well. So, I mean, like you said, where does it stop? I don’t know. Um, CIP is an interesting play. Uh, an Eng, CIP and Engie kind of battling this one out ’cause the CIP management team is a bunch of ex or said people, so they know that play very well. Um, ENGIE of course, being a big French [00:17:00] utility. So that one will sell, right? They’re, their European offshore or onshore assets will be gone shortly. Uh, they’ll be sitting with a bunch of offshore assets that they own and partially own around the world. Uh, and of course their, their, I think their US onshore fleet is about a gigawatt, maybe a and a half. Um, that could be the next domino to fall. You don’t, I, sorry, Yolanda, I used your, your, your, uh, euphemism from before, but, um. That they’re actively parting ways with some stuff. I don’t know when it stops. Allen Hall: It is odd, right? EOR has basically stopped a lot of renewables. Stat Craft has pulled back quite a bit. Another Norwegian company. A lot of the nor Northern European companies are slowing down in wind altogether, trying to stick to onshore for the most part. Offshore will still be developed, but just not at the pace that it needed to be developed. There is a lot of money moving around. Billions [00:18:00] and billions of, of euros and dollars moving. And I guess my, my thought is, I’m not sure from a market standpoint where Orid is headed, or even Ecuador for that matter, besides maybe moving back into oil and gas. They never really left it. The direction of the company is a little unknown because these, uh, news articles about sales. Are not really prefaced, right? It’s just like, all right, Taiwan, we’re selling more than 50% of the projects in Taiwan. We’re out, we’re selling European onshore pow, which there’d been some rumors about that, that I had heard, but nothing was really locked in, obviously, until you really start seeing some reliable news sources. Copenhagen Infrastructure Partners is an interesting play just because it kind of keeps it. Up in Denmark and not in France with Engie. That’s what I’m, in my [00:19:00] head. I’m thinking Sted is not likely to sell it to Engie just because they’re French. This is a national, uh, security issue for Denmark Sted. Is it, I I how Engie is involved in this maybe to help set a, a baseline of what the valuation is so that CIP can then purchase it. Do you see CIP losing this, Joel? Joel Saxum: No, I don’t think so. I think, yeah, I think CCIP has to land with this one and, and CI P’s been building a portfolio quietly, building a, not, I guess not quietly, they’ve been building a portfolio for the last few years. It’s pretty stout, uh, pretty fairly sizable. Right? And it, it’s an interesting play watching this for me because you, you see all these people kind of rotating out. And it, and it has to do with the, the, in my opinion, it has to do with the macroeconomics of things, right? Once, when you develop something and you get through, like in, into the teething pain cycle and all that kind of stuff. [00:20:00] The asset is not designed to have a 50, 70%, you know, margin, right? That’s not how wind works. Wind, wind operates of small margins and a lot of times in the early, a early stages of a project, you end up running into issues that eat those margins away. So when you’re talking about small margins, they’re six to 10% is what you kind of see. Um, and it’s pretty easy to eat away a 6% or a 10% margin. If you have some kind of serial defect you have to deal with, uh, or that, that the OEM’s fighting you on and, and you know, whether or not they take responsibility for it or you have to pay for it. A lot of times those processes can drag out for 12, 24, 36 months until you get made whole. So the early state, the first, you know, five years of a lot of these projects, five to eight years, are very expensive. And then once you get through kind of those things and the thing starts just chugging. Then you actually are starting to make money, and that’s where CIP P’S buying these assets is in that years after it’s gone through its teething pains and the company that developed it is like, man, [00:21:00] we need to get outta this thing. We’ve just been burning through cash. Then CI P’s kinda swooping in and grabbing ’em. And I think that this is another one of those plays. Allen Hall: So they’re gonna live with a smaller margin or they’re gonna operate the assets differently. Joel Saxum: The assets may be being operated better now than they were when they started, just in that, in, they exist, the starting company simply because the, some of the issues have been solved. They’ve been sorted through the things where you have early, early failures of bearings or some stuff like the early fairings of gearboxes. Those things have been sorted out, so then CIP swoops in and grabs them after the, the teething issues that have been gone. Allen Hall: Does evaluation change greatly because of the way horse did, manages their assets? Up or down? Joel Saxum: I would say generally it would go up. Yeah. I don’t necessarily think it’s dependent on o and m right now. I think it’s just a, it’s a time to buy cheap assets, right? Like you see, you see over here in the States, you see a lot of acquisitions going on. People divesting, they’re not divesting because they’re like, oh, we’re gonna make a ton of money off this. They may need the cash. They’re [00:22:00] divesting in, in, um, what’s the term, like under duress? A lot of them, it may not look like it from the outside in a big way, but that’s kind of what’s happening. Yolanda Padron: Yeah, I think it’ll be really interesting to see, uh, you know, there were a lot of layoffs in Ted and Europe as well, so seeing if maybe some of the people who can make those assets perform better. Come back just with a different t-shirt on. Allen Hall: As wind energy professionals staying informed is crucial, and let’s face it difficult. That’s why the Uptime podcast recommends PES Wind Magazine. PES Wind offers a diverse range of in-depth articles and expert insights that dive into the most pressing issues facing our energy future. Whether you’re an industry veteran or new to wind, PES wind has the high quality content you need. Don’t miss out. Visit PES wind.com today in this quarter’s, PES Wind Magazine, which you can download a copy at PES [00:23:00] wind.com. There’s an article by Xan and they were, uh, contracted by Ocean Winds to evaluate the sea floor from. The sea floor at Moray West, which is way, way, way up north on the northern end of Scotland. A pretty rough area, Joel. And, but what ex Ocean did was they used unmanned survey equipment to monitor the ocean floor where the mono piles were gonna replace for the Moey West Wind Farm. That is a really difficult area to operate any sort of boat, but. Uh, the reason we’re doing this remotely unmanned was that it, it gave them sort of a, a less costly way to get high resolution images of the sea bottom. This is interesting because ocean wind was developing more a West apparently hadn’t used anything like this before, but the results, at [00:24:00] least from what I can see in PS win, look Joel Saxum: great. Yeah. This is a technology that’s been, um. Man, it’s been under development by a lot of companies in the last six, eight years. And now it’s starting to get to the point where it is, I mean, we’re, we’re TRL nine plus, right? There’s a lot of these solutions out there that are commercially ready. Xans been a top of this list since, man, since I was playing in that oil and gas world, to be honest with you. Like 20 18, 20 17, uh, really cool looking boats. That’s besides the point. Uh, but when they show up at trade shows and stuff with ’em, you’re like, ah, oh, that thing’s neat looking. Um, but it, it, it, it solves all kinds of problems, right? So when you go offshore and you’re just gonna do, say you’re just gonna go out there and do multibeam, so you’re just gonna do echo sound where you’re just looking to see depths and what’s on the sea floor. The minimum kind of vessel you need for that is 10 to 15 meters long. You need probably two to six people on that vessel. And that’s just, if you’re going out doing shift work, if you’re staying out there [00:25:00] and working 24 7, that vessel grows to. 30 meters instantly, right? So now you’re burning thousands and thousands of dollars in fuel. You’ve got food on board. You got all, it’s just a pain to put this vessel out there. You take all of those people out of harm’s way. You take all the costs away and they, and you put two of them, or one or two of them on shore in a facility, and then you put this three meter vessel out there that’s fully autonomous. No people, but collects the same style of data. I mean, it’s a no brainer, right? So you’re getting the same style of data and if, and the thing’s working 24 7, there is no need to have someone sleep. There’s a not a technician issue. There’s not, none of this is, is a problem anymore. Nobody’s getting seasick, right? So you’re sitting, you’re, you’re sitting back on shore, uh, going to work, uh, with no PPE on, um, having a, having a coffee from Starbucks down the street. And you’re running this thing 24 7, you’re collecting all [00:26:00] that fantastic data. Uh, it is just, like I said, it’s a no brainer. Now, now they’re getting to the stage where they’re putting ’em out as swarms, so you can cover whole fields. You’re doing live cable inspections. It’s, it’s pretty fantastic. So Exo ocean’s really making the next generation of robotics o offshore. Allen Hall: Yeah. And that’s gonna drive down the cost of energy. These kind of developments make huge strides in lowering costs, and this is why you need to read PES Win Magazine. So there’s a. Great articles all throughout the magazine. This quarter’s issue is, is Heavy with articles. Get your free copy@pswin.com today. As you know, in the wind industry, survival has always belonged to those who can keep up, uh, and Sorn freeze. Nuon knows better than most with his decades of experience at LM Wind Power and Uzon. He now chairs two Danish subcontractors, Polytech and Jupiter. Bach. Uh, his message to smaller suppliers in, in a recent article is. Pretty blunt. It [00:27:00]says the manufacturers, big OEMs want fewer partners and larger partners who can take on more responsibility. And if you cannot invest and grow with those manufacturers, you’ll be left behind the winners. It says it will be those who stay close to the turbine makers and adapt as the industry evolves. Joel, this is a really interesting discussion that, uh, Soren put out there. Obviously he’s invested in Polytech and Jupiter, Bach, uh, to great suppliers obviously, but small businesses are where a lot of the key technologies have been driven over the last five, six years. In wind, or more broadly the last 20 years in wind, a lot of great technology has come out of places that you wouldn’t have thought of. The OEMs have not been the bastion of innovation. I would say it [00:28:00] is necessary. You have both, wouldn’t you think? You have to have the small business innovation to prove out ideas and to show that they work, but you also have to have the large manufacturers to implement those ideas more broadly without either one of them, nobody wins. Joel Saxum: I fully agree and I think that one of the things that’s a little bit, uh, more of a granular comment there is. I think sometimes you need the OEMs and the other suppliers within the supply chain to open their doors a little bit, right? So this is, this is me wearing my, my small business, small innovative business, uh, in the wind industry cap. And that is, man, sometimes it is hard to get a conversation with a large subsupplier or with an OEM when you have something that can help them. And they just don’t want to communicate, don’t want to help. It’s just our way or the highway kind of thing. And if you watch, like we, so the podcast gives us an kind of, or not [00:29:00] gives us, it forces us to have kind of an op, an opportunity to look at, you know, what are the, what are the financial statements of some of these OEMs? What are the financial statements of some of their large sub-suppliers? You know? ’cause if they’re located in countries where that stuff is public knowledge, you can see how and what they’re doing. And if you, if you look at business in a general way where you rely on one customer or two customers to, for your whole business, you’re gonna be hurting. Um, especially in the way we look at things or what we’re seeing in the wind industry right now is if you’re, if you are a large company to say you do a hundred million in revenue and your customers are ge Vestas. Depending on what happens regulatory wise, in some random country somewhere your a hundred million dollars could shrink to 50 real quick. Um, so I don’t think that that’s a great way to do business. I think, you know, having a bit of diversification probably helps you a little bit. The OEMs Allen Hall: have a particular job to do. They need to deliver turbines onsite on time and create power for their customer. That’s our main [00:30:00] focus. They are a generator. Driven company, they make generators on steel towers with a propeller system basically. Right. Just simplify it way, way down. There’s not a lot of technology in that itself. Obviously there’s control systems, obviously there’s electronics involved, but the concept from this basic fundamentals is not difficult to to grasp. The difficulty is in execution. Showing that that product can last for 20 years, and that product can last in different environments. Australia, United States, up in Scandinavia, Canada, way down south and Brazil. There’s some really rough environments there and the OEMs are relying upon in industry, uh, guidance from like the IECs and then the dvs, uh, uls Tube. Nord. Uh. Bvs where they’re trying to make these turbines comply to a [00:31:00] set of essentially regulations, which just simplify it. You can do that. But as we have seen historically in the wind industry, if you make a turbine that just meets those requirements, you do not necessarily have a successful product. You have a product that is marginal, and as Yolanda has pointed out to me numerous times, there’s a lot of real issues in wind turbines. That probably could have been solved five years ago by small mobile companies with outside of the box ideas that could have given the OEMs a huge advantage, especially in blades. Yolanda Padron: Yeah, and I think a lot of these companies are, they’re looking at things from a different point of view, right? They’re smaller companies. You have people who could know the product, they know the real issue that’s going on on the ground. They know. Kind of what they need to do, what the next step is to move forward in their solution.[00:32:00] Right? But it’s not like it’s a, a company where you need 30 people to sign off before you can go onto the next stage, and then you need 30 more people to sign off before you can get funding to do something else. And so yes, the OEMs are doing a good job in their scope. If they’re meeting their scope, they are doing a good job. You know, if I, if I take like bread and cheese, then yes, I have a sandwich, right? Like, it might not be the best sandwich in the world, but I have a sandwich. So like, they’re making the sandwich and that’s great. But if you want something to, to actually work and to last and to, to give everybody else the, the idea that. You know, wind is profitable and we can all benefit from it. You have to get all those different layers in there, right? You have to make [00:33:00] sure that you know, if you have a big lightning issue, then you get the right people in the room to get that retrofit in there to solve your lightning issue. If you have a big leading edge erosion issue, then you get those right people in the room to solve everything, and it’s not always going to be a one size fits all. Right, but you do need those smaller companies to, to be in the room with you. Joel Saxum: I’m a hundred percent agreeing with you, Yolanda, and I think that this is the issue here is that at some level then an OEM, an OEM engineering head would have to admit that they’re not the end all be all, and that they may have got a couple of things wrong. And what, what I would love to see and who, and maybe maybe ask you this question, who of the major four Western OEMs. Do you think would be open to like an industry advisory board? Nordex, you think it’s Nordex? I think Yolanda Padron: that’s the closest one so far that we’ve seen. Right? Joel Saxum: Yeah. I, I, I agree with you, and I’m saying that because I don’t think any of the other ones would ever admit that they have an [00:34:00] issue, right? They have attorneys and they have problems, Allen Hall: so they really can’t, but I, I think internally they know that they haven’t optimized their production, they haven’t optimized their performance out in the field. They’re trying to improve availability, that’s for sure. Estes has spent a great deal of time over the last year or two improving availability so that the money is being spent. The question is, do they have all the right answers or the overspending to get to the availability that they want to deliver to their customers? That’s a great question because I do think that we we’re just in Scotland and there’s a number of technology companies in the UK that I think, wow, they should be implementing some of these. Ideas and these products that have been proven, especially the ones that have been out for a couple of years, they should be implemented tomorrow, but they’re not yet because they can’t get through the door of an OEM because the OEM doesn’t want to hear it. Joel Saxum: Yeah, agreed. Agreed. Right. Well, well, like I, the, the, the example that keeps popping into my mind is Pete Andrews and the team over [00:35:00] at Echo Bolt, simply because they have a solution that works. It’s simple. They’ve done the legwork to make sure that this thing can be optimized and utilized by technicians in the field around the world. But they, it just like, they haven’t gotten the buy-in from, from whoever, uh, that it seems to be, you know, there’s a hurdle here. Uh, and that hurdle may be the Atlantic Ocean. I don’t know. Uh, but I would love to see, I would love to see their, uh, solution for bolted connections, uh, and monitoring bolted connections kicked around the world because I think you could save. Uh, the wind industry a ton, a ton, a ton of money. And that is an example of a small business full of subject matter experts that made a solution that can solve a problem, whether you’re an OEM or you’re an operator or whatever. There’s there that’s there, utilize them, right? Those are the kind of things that we need in this industry. Yolanda Padron: And it’s also those smaller companies too that will look at your feedback and then they’ll say, oh. Okay, do I need to adjust here? [00:36:00] Did I not focus on this one parameter that your specific site has? Right. And you don’t see that from the OEMs ’cause they have so, uh, they have so many problems that they’re trying to tackle at once that it gets really difficult to, not just to hone in on one, but to, to tell everybody, oh, I, I have this perfect solution for everything. Here you go. Allen Hall: Right. I think there’s an internal conflict in the engineering departments and manufacturing departments of any OEM, regardless if it’s in wind or in any other industry, is that they have a system to make this product and they’re pretty confident in it, otherwise they wouldn’t be doing it. They don’t want to hear outside noise is I, I would describe it as noise. Like, uh, if you have a great solution that would help out their manufacturing process. But I work here, I know how, I know the ins and outs that that new idea by a small company won’t work here. Those [00:37:00] barriers have to be knocked down internally in the OEMs. The OEM management should be going through and saying, Hey, look, if I find me the manager of this operation, if I find a company that could help us and save us money, and you’re being a roadblock, guess what? See ya. Hit the road because there is no way you can let those opportunities pass you by. In today’s marketplace, you need to be grabbing hold of every opportunity to lower your cost, to improve your product availability, to improve your relationship with your customers. How do you do that? Quickly, you look at the companies that are providing solutions and you grab them, grab them, and hold on for your life and listen to what they have to say because they have probably done more research into your product than your people have. That wraps up another episode of the Uptime Wind Energy Podcast. If today’s discussion sparked any questions or ideas, we’d love to hear from you. Reach out to us on LinkedIn and don’t forget to subscribe so you never miss an episode. If you [00:38:00] found value in today’s discussion, please leave us a review. It really helps other wind energy professionals discover the show and we’ll catch you here next week on the Uptime Wind Energy Podcast.

This week on the Clean Power Hour, Tim Montague and John Weaver break down the latest in solar, wind, storage, and AI. From vertical solar in Norway to offshore solar in China, plus cable theft in Germany and layoffs in North Carolina, this episode covers the challenges and innovations shaping the clean energy transition.Episode HighlightsJohn Weaver demonstrates using ChatGPT to create project scope documents from engineering drawings in under 30 seconds for solar installation bidsProject of the Week: an 880 kW DC solar carport project in Massachusetts, highlighting utility interconnection challenges. (Link)Norwegian company Over Easy Solar deploys record 320kW vertical solar installation at Tromsø Terminal using unique single-cell tall modules (Over Easy Solar)Revolution Wind offshore project off Rhode Island resumes after legal pause.Luminous Robotics and Engie use autonomous solar installation bots (Lumi 4) in Australia (PV Magazine).China builds a 1.8 GW offshore PV project in the Bohai Sea (PV Magazine).Copper cable theft worth $117,000 from an 11 MW German solar farm underscores security challenges as copper prices surge (PV Magazine)FERC rules that solar plus storage projects are sized by inverter output, not combined capacity (PV Magazine).Wind offshore project resumes after costly month-long halt costing Ørsted $2 million dailyThis episode explores how artificial intelligence is transforming project bidding and customer engagement while examining the latest developments in solar technology deployment worldwide. Support the showConnect with Tim Clean Power Hour Clean Power Hour on YouTubeTim on TwitterTim on LinkedIn Email tim@cleanpowerhour.com Review Clean Power Hour on Apple PodcastsThe Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: CleanPowerHour@gmail.com Corporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/The Clean Power Hour is brought to you by CPS America, maker of North America's number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com

Abu Dhabi's TAQA is acquiring Spain-based GS Inima for US$1.2 billion, creating one of the most interesting moves in the global water sector this year. TAQA has long been known as a power and desalination leader in the Gulf, while GS Inima brings decades of experience managing water projects across Europe and Latin America. Together, the companies form a new global player with nearly 50 assets across 10 countries. In this episode, podcast host Reese Tisdale and Bluefield Senior Analyst Antonio del Olmo break down the deal and its implications for the global water sector: What does TAQA gain by acquiring GS Inima's global portfolio? How does exposure to Europe and Brazil shift its risk profile and strategy? Why is Brazil attracting so much private investment in water, and what challenges come with it? Do GS Inima's European projects provide a counterweight to emerging market risks? What does this acquisition signal for competition with global players like Veolia and ENGIE? If you enjoy listening to The Future of Water Podcast, please tell a friend or colleague, and if you haven't already, please click to follow this podcast wherever you listen. If you'd like to be informed of water market news, trends, perspectives and analysis from Bluefield Research, subscribe to Waterline, our weekly newsletter published each Wednesday. Related Research & Analysis: TAQA Expands Strategic Footprint Through GS Inima

In this episode, I am joined by Charles Southwood, Regional GM of Denodo Technologies, a company recognised globally for its leadership in data management. With revenues of $288M and a customer base that includes Hitachi, Informa, Engie, and Walmart, Denodo sits at the heart of how enterprises access, trust, and act on their data. Charles brings over 35 years of experience in the tech industry, offering both a long-term view of how the data landscape has evolved and sharp insights into the challenges businesses face today. Our conversation begins with a pressing issue for any organisation exploring generative AI: data reliability. With many AI models trained on vast amounts of internet content, there is a real risk of false information creeping into business outputs. Charles explains why mitigating hallucinations and inaccuracies is essential not just for technical quality, but for protecting brand reputation and avoiding costly missteps. We explore alternative approaches that allow enterprises to benefit from AI innovation while maintaining data integrity and control. We also examine the broader enterprise pressures AI has created. The promise of reduced IT costs and improved agility is enticing, but how much of this is achievable today and how much is inflated by hype? Charles shares why he believes 2025 is a tipping point for achieving true business agility through data virtualisation, and what a virtualised data layer can deliver for teams across IT, marketing, and beyond. Along the way, Charles reflects on the industry shifts that caught him most by surprise, the decisions he would make differently with the benefit of hindsight, and the one golden rule he would share with younger tech professionals starting their careers now. This is a conversation for anyone who wants to understand how to harness AI and advanced data integration without falling into the traps of poor data quality, overblown expectations, or short-term thinking.