Podcasts about Engie

French multinational electric utility company

  • 446PODCASTS
  • 923EPISODES
  • 23mAVG DURATION
  • 1EPISODE EVERY OTHER WEEK
  • Dec 16, 2025LATEST
Engie

POPULARITY

20172018201920202021202220232024


Best podcasts about Engie

Latest podcast episodes about Engie

The Uptime Wind Energy Podcast
Ørsted Sells EU Onshore, UK Wind Manufacturing Push

The Uptime Wind Energy Podcast

Play Episode Listen Later Dec 16, 2025 38:30


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.

Sala de Negócios
#318 Por que empresas de energia se dedicam tanto à responsabilidade social? | Luciane Pedro (Engie)

Sala de Negócios

Play Episode Listen Later Dec 2, 2025 43:16


Empresas de energia lidam com impactos diretos nos territórios onde operam, o que torna a responsabilidade social parte essencial de suas estratégias. Ao atuar em dezenas de regiões com realidades e vulnerabilidades distintas, essas organizações precisam investir continuamente em desenvolvimento local e qualidade de vida. A pandemia acelerou demandas sociais complexas, ampliando temas como saúde mental, insegurança alimentar e geração de renda. A escuta ativa das comunidades tornou-se indispensável para mitigar impactos e fortalecer a relação com o entorno. Essa presença constante garante não apenas licença social para operar, mas também valor compartilhado e sustentabilidade de longo prazo.Participantes:Luciane Pedro, Gerente de Sustentabilidade, Engie.Host(s):Cassio Politi, Apresentador, Tracto.Stephanie Capitani, Business Development, Forvis Mazars.

Capital, la Bolsa y la Vida
Surus, liderando la Sostenibilidad: Engie

Capital, la Bolsa y la Vida

Play Episode Listen Later Nov 20, 2025 12:58


Descubrimos todo lo que hace en materia de sostenibilidad con Irene Ogea Ruiz, responsable de ESG en ENGIE; y como siempre con Beatriz Alonso, directora de Sostenibilidad de Surus.

Choses à Savoir TECH VERTE
Les Émirats arabes unis veulent produire du solaire 24/24h ?

Choses à Savoir TECH VERTE

Play Episode Listen Later Nov 20, 2025 2:22


C'est une première mondiale, et elle nous vient… du cœur du désert d'Abou Dhabi. Sur une étendue de sable de 90 km², un projet titanesque est en train de voir le jour. Son nom : Khazna Solar PV. Sa promesse : fournir 1,5 gigawatt d'électricité décarbonée, sans aucune intermittence, 24 heures sur 24, 7 jours sur 7, dès 2027. À ce jour, aucune installation solaire n'a réussi cet exploit à une telle échelle.Le secret de cette prouesse repose sur une combinaison technologique inédite. D'un côté, un champ de 3 millions de panneaux photovoltaïques capable de produire jusqu'à 5,2 GW. De l'autre, un système de stockage géant : 19 GWh de batteries lithium-ion, le plus vaste ensemble BESS (Battery Energy Storage Systems) jamais construit. Des conteneurs modulaires, des onduleurs à haut rendement, et un logiciel de pilotage capable de gérer minute par minute l'équilibre entre production et stockage.Résultat : la centrale pourra lisser totalement les variations du soleil et livrer de l'énergie en continu, de jour comme de nuit. Une véritable révolution pour une technologie longtemps handicapée par l'intermittence. À pleine puissance, Khazna alimentera 160 000 foyers aux Émirats arabes unis et évitera chaque année l'émission de 2,4 millions de tonnes de CO₂ — l'équivalent de 470 000 voitures thermiques retirées de la circulation.Mais le solaire ne devient pas seulement plus massif : il devient intelligent. Chaque panneau de Khazna sera équipé d'un système de solar tracking pour suivre la course du soleil. Des capteurs IoT traqueront la température, l'humidité, les rafales de vent ou l'état des modules. Le tout sera analysé en temps réel grâce au Big Data pour optimiser en permanence le rendement. Des robots nettoyeurs et un système de supervision cloud viendront compléter le dispositif pour maintenir les performances malgré la poussière omniprésente du désert. Avec Khazna Solar PV, Masdar, Engie et EWEC ne construisent pas seulement une centrale : ils posent les bases d'un modèle réplicable dans d'autres régions du monde. Un modèle taillé pour répondre à la hausse explosive de la demande électrique, dopée par l'intelligence artificielle. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

VO2X - Les Podcasts
INN'O - L'hydrogène et les enjeux de la filière

VO2X - Les Podcasts

Play Episode Listen Later Nov 20, 2025 36:14


Les invités : Vincent BOURGON Ingénieur commercial ENGIE solutions Hydrogène Guénaële LE GARFF, directeur opérationnel de l'AREC Occitanie Table ronde animée par Boris GEORGELIN Toute l'actualité de INN'O c'est icihttps://salon-inno.fr/Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Data Gen
#237 - ENGIE : Déployer la stratégie Data & IA dans l'Industrie

Data Gen

Play Episode Listen Later Nov 17, 2025 23:04


Morgane Dawant est Chief Data & AI Officer d'ENGIE Solutions France, acteur majeur de la transition énergétique. Arrivée il y a douze ans en tant que Data Scientist, elle pilote aujourd'hui la stratégie Data & IA de l'un des 4 grands départements du Groupe.On aborde :

Clean Power Hour
AI & Robotics Revolutionize Solar Work

Clean Power Hour

Play Episode Listen Later Oct 7, 2025 48:38 Transcription Available


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

The Future of Water
TAQA's US$1.2 Billion Move: What Does GS Inima Bring to the Global Water Market?

The Future of Water

Play Episode Listen Later Sep 23, 2025 33:50


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

SMART IMPACT
Le solaire promis à un avenir radieux ?

SMART IMPACT

Play Episode Listen Later Sep 16, 2025 25:30


Alors que 84 % des Français ont une bonne image des énergies renouvelables, le solaire en tête (89 %) selon un sondage IFOP pour ENGIE. Pourtant, la programmation pluriannuelle de l'énergie (PPE) tarde à être adoptée. Daniel Bour, président de Générale du Solaire et d'Enerplan, insiste sur le besoin du déploiement d'une vision claire de l'Etat sur le développement des énergies renouvelables, notamment du solaire. ----------------------------------------------------------------------- SMART IMPACT - Le magazine de l'économie durable et responsable SMART IMPACT, votre émission dédiée à la RSE et à la transition écologique des entreprises. Découvrez des actions inspirantes, des solutions innovantes et rencontrez les leaders du changement.

Expert Talks CEOs
#40 - Na mesa com Eduardo Sattamini, CEO da ENGIE Brasil

Expert Talks CEOs

Play Episode Listen Later Sep 11, 2025 58:00


Veja os livros citados pelos CEOs https://conteudos.xpi.com.br/conteudos-gerais/biblioteca-dos-ceos-confira-os-livros-recomendados-pelos-lideres/------------------------------------------------Investir com a XP Investimentos é fácil, basta criar o seu cadastro e em minutos você já pode começar a investir: https://t2m.io/youtube-aqsAcompanhe todos os conteúdos da XP em https://t2m.io/8cxPp6xInscreva-se para receber nossa newsletter Expert Drops - https://bit.ly/3uODi6lSiga nosso canal no WhatsApp: https://bit.ly/48njYL6Veja os relatórios também pelo Facebook: http://facebook.com.br/expertxp2Participe do canal do Telegram: https://t.me/xp_investimentosConfira nosso Instagram: https://www.instagram.com/expertxp/Glossário financeiro: https://conteudos.xpi.com.br/conteudos-gerais/glossario-financeiro/------------------------------------------------

Capital
Capital Intereconomía 7:00 a 8:00 04/09/2025

Capital

Play Episode Listen Later Sep 4, 2025 58:59


En la primera hora de Capital Intereconomía repasamos las claves del día y la evolución de los mercados en Asia, Wall Street y Europa. En el primer análisis de la mañana, Araceli de Frutos, asesora del fondo Alhaja Inversiones FI, destaca la cautela en bolsa, la tensión en los bonos, el debate en la Fed sobre tipos de interés y el avance del oro en máximos históricos. Además, analizamos el plan de Trump de retirar permisos a Iberdrola, Engie y EdP. En la sección de prensas repasamos la actualidad económica, nacional e internacional. Cerramos con una entrevista a Amadeo Navarro Medina, cofundador de Homely Capital Group, sobre el impacto del Premio de F1 en Madrid en inversión, turismo, empleo y los próximos pasos de la compañía.

World XP Podcast
Josh & Heidi Case - Bi-Polar Misdiagnosis Ruined 18 Years, Substance Abuse Recovery, Does Rehab Work

World XP Podcast

Play Episode Listen Later Sep 1, 2025 68:54


If you're enjoying the content, please like, subscribe, and comment! Josh and Heidi's Links:  ⁨@SoberBuzzPodcast⁩  ⁠IG: ⁠https://www.instagram.com/soberbuzztoken/⁠Website: https://sober.buzz/Josh is co-founder of Sober.Buzz and an entrepreneur, former executive at ENGIE a Global Fortune 500 Company, father of three adult kids, codependent, alcoholic, and addict. He has lived in addiction for decades while having a successful business career and burning his life to the ground. He was diagnosed with anxiety, depression, and ADHD in rehab at Cirque Lodge in 2023. It was not until this third trip to rehab in 2024 at Burning Tree Renewal Lodge after his first ever arrest that he was able to let go of past traumas that have haunted him some since childhood. Those traumas include sexual abuse by a male babysitter at the age of 10/11, an unhealthy lifelong relationship with his father and being codependent up the ass in all his relationships in his life. He learned about and how to “manage” his codependency, he began and continues therapy to deal with the traumas and current life challenges, and he learned to live in the present. Heidi is the co-founder of Sober.Buzz and has experienced trauma since the beginning, starting with the Primal Wound as she was adopted shortly after birth. She was molested for many years at a young age until her familymoved from California to Utah. In her early years she found joy in swimming and could have gone far but after being sexually assaulted a week before her 16th birthday she lost the joy she once found in her favorite sport, and it was then she began her journey with drugs. She has been battling misdiagnoses and addiction ever since and a year ago Heidi, with help from Josh and a sober manager, decided to attend AcquaRecovery in Utah. From that time on Heidi has been dedicated to her road to recovery._______________________Follow us!@worldxppodcast Instagram - https://bit.ly/3eoBwyr@worldxppodcast Twitter - https://bit.ly/2Oa7BzmSpotify - http://spoti.fi/3sZAUTGYouTube - http://bit.ly/3rxDvUL#addictionawareness #addictionrecovery #substanceabusetreatment #drug #drugaddiction #alcohol #alcoholismrecovery #recovery #recoveryjourney #subscribe #explore #explorepage #podcastshow #longformpodcast #podcasts #podcaster #podcasting #worldxppodcast #viralvideo #youtubeshorts

The Tech Blog Writer Podcast
3383: Denodo Technologies on Balancing AI Innovation with Data Integrity

The Tech Blog Writer Podcast

Play Episode Listen Later Aug 14, 2025 33:39


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.

Ransquawk Rundown, Daily Podcast
Europe Market Open: Europe primed for a lower open after August 1st tariff deadline & mixed US earnings

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Aug 1, 2025 4:44


US President Trump announced tariffs on countries ranging from 10%-41% including a tariff rate of 10% for Brazil, 30% for South Africa, 20% for Taiwan and 25% for India. Canada's tariff increased from 25% to 35%, while Mexico received a 90-day extension of the current tariff rates.Japan eyes a 15% rate for the US chip tariff, on par with EU, with Japan's trade negotiator stating Japan should be able to secure a 15% rate for the new sectoral tariff the US is planning to impose on chips, according to Nikkei.US official said they are still working out technicalities of rules of origin terms for transshipment and will implement rules of origin details in the coming weeks.Amazon (AMZN) shares fell 6.5% after-market whilst Apple (AAPL) shares rose 2.3% post-earnings.APAC stocks traded mostly subdued following the weak handover from US peer; European equity futures indicate a negative cash market open with Euro Stoxx 50 futures down 0.5% after the cash market closed with losses of 1.4% on Thursday.Looking ahead, highlights include Global Manufacturing PMI (Finals), Italian Retail Sales, EZ HICP, US NFP, ISM Manufacturing, UoM Sentiment Final, Atlanta Fed GDPNow, Speakers including Fed's Bowman & Waller (Unconfirmed), Earnings from Axa, Engie, Daimler Truck, Exxon, Chevron, Regeneron & Colgate.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Alles auf Aktien
Trump-Drama um Powell-Rauswurf und die neue Krypto-Reichtumsmasche

Alles auf Aktien

Play Episode Listen Later Jul 17, 2025 21:41


In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über den beeindruckenden Kurssprung des Dividenkönigs, den Absturz eines europäischen Chipwerts und 13 Investments, mit denen ihr in den Aufstieg von Europa investieren könnt. Außerdem geht es um Johnson & Johnson, ASML, Infineon, Aixtron, Suss Microtec, Renault, Opendoor Technologies, Fuchs, Rigetti, Tesla, Stellantis, Vinci, Ferrovial, Novartis, Netflix, PepsiCo, Abbott Laboratories, Travelers Companies, Nordea Bank, GE Aerospace, ABB, Volvo AB, iShares Core Euro STOXX 50 (DBX1DA), SPDR MSCI Europe Indus (A1191T), Global X Euro Infrastructure Development (A40E7B), Xtrackers DAX (A0YEDJ), WisdomTree Europe Defensive (A40Y9K), iShares STOXX Europe 600 Construction & Materials (A0H08F), Engie, Poste Italiane, Rightmove, SPIE, Beazley, Iberdrola, Telia, MS&AD Insurance (JP3890310000). CoinShares Physical Staked Ethereum (WKN: A3GQ2N), Virtune Coinbase 50 Index ETP (WKN: A3G9AF) Wir freuen uns über Feedback an 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.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! 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

Transmission
Why Upgrading Pumped Hydro Is Key to Grid Flexibility with Delphine Chérel-Sparham

Transmission

Play Episode Listen Later Jul 15, 2025 31:56


As the UK accelerates its transition to a net-zero electricity system, the challenge of maintaining grid stability is growing. 
A key part of a balanced system is large-scale, long-duration flexibility: assets that can store energy when it's abundant and release it when it's needed most.But much of the capacity that can provide it already exists. One of the most mature and proven forms of energy storage - pumped hydro is able to deliver gigawatts of power in seconds, store energy for hours, and provide inertia and frequency response that batteries alone can't match. Despite being decades old, they remain some of the fastest, most reliable, and highest-capacity tools for balancing supply and demand. In a world aiming for net zero, understanding and upgrading these assets is no longer optional, it's essential.In this episode, Delphine Chérel-Sparham - Engie's Managing Director of Hydro UK joins Ed Porter to discuss how ENGIE is breathing new life into two of the UK's most iconic pumped storage assets: Dinorwig and Ffestiniog. Over the conversation, they discuss:
Why pumped hydro remains unmatched for long-duration storage and grid inertia.How ENGIE is modernising vast underground infrastructure.The role of fast-responding, synchronous machines in providing inertia and flexibility to the grid.How repowering legacy assets creates headroom for more renewables on the system.Delphine's engineering journey and her advice for young people considering careers in energy infrastructure.About our guestDelphine is Managing Director of ENGIE's pumped hydro business, where she leads the strategy, operations, and refurbishment of some of Europe's most iconic energy infrastructure. With over 30 years' experience in the energy sector, Delphine has worked across gas, LNG, oil, and renewables. Today, she's focused on revitalising legacy pumped hydro assets like Dinorwig and Ffestiniog, to support the evolving needs of a flexible, decarbonised grid.About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage solutions understand the market - and make the most out of their assets.All of our podcasts are available to watch or listen to on the Modo Energy site. To keep up with all of our latest updates, research, analysis, videos, podcasts, data visualizations, live events, and more, follow us on LinkedIn or Twitter. Check out The Energy Academy, our bite-sized video series breaking down how power markets work. Sign up to the Modo Energy Weekly Dispatch for expert insights on energy storage, market shifts, and policy updates - delivered straight to your inbox every week.

Transmission
Why Upgrading Pumped Hydro Is Key to Grid Flexibility with Delphine Chérel-Sparham

Transmission

Play Episode Listen Later Jul 15, 2025 31:56


As the UK accelerates its transition to a net-zero electricity system, the challenge of maintaining grid stability is growing. 
A key part of a balanced system is large-scale, long-duration flexibility: assets that can store energy when it's abundant and release it when it's needed most.But much of the capacity that can provide it already exists. One of the most mature and proven forms of energy storage - pumped hydro is able to deliver gigawatts of power in seconds, store energy for hours, and provide inertia and frequency response that batteries alone can't match. Despite being decades old, they remain some of the fastest, most reliable, and highest-capacity tools for balancing supply and demand. In a world aiming for net zero, understanding and upgrading these assets is no longer optional, it's essential.In this episode, Delphine Chérel-Sparham - Engie's Managing Director of Hydro UK joins Ed Porter to discuss how ENGIE is breathing new life into two of the UK's most iconic pumped storage assets: Dinorwig and Ffestiniog. Over the conversation, they discuss:
Why pumped hydro remains unmatched for long-duration storage and grid inertia.How ENGIE is modernising vast underground infrastructure.The role of fast-responding, synchronous machines in providing inertia and flexibility to the grid.How repowering legacy assets creates headroom for more renewables on the system.Delphine's engineering journey and her advice for young people considering careers in energy infrastructure.About our guestDelphine is Managing Director of ENGIE's pumped hydro business, where she leads the strategy, operations, and refurbishment of some of Europe's most iconic energy infrastructure. With over 30 years' experience in the energy sector, Delphine has worked across gas, LNG, oil, and renewables. Today, she's focused on revitalising legacy pumped hydro assets like Dinorwig and Ffestiniog, to support the evolving needs of a flexible, decarbonised grid.About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage solutions understand the market - and make the most out of their assets.All of our podcasts are available to watch or listen to on the Modo Energy site. To keep up with all of our latest updates, research, analysis, videos, podcasts, data visualizations, live events, and more, follow us on LinkedIn or Twitter. Check out The Energy Academy, our bite-sized video series breaking down how power markets work. Sign up to the Modo Energy Weekly Dispatch for expert insights on energy storage, market shifts, and policy updates - delivered straight to your inbox every week.

Redefining Energy
186. Power under Pressure: Fortum's CEO on Datacenters' growth and Russian Attacks (Eurelectric)

Redefining Energy

Play Episode Listen Later Jul 14, 2025 24:31


Laurent had the pleasure and privilege of sitting down with Markus Rauroma, CEO of Fortum, during the Eurelectric “Power Play” conference in Brussels this June.  Fortum, the Finnish energy company also active in Sweden and Poland, finds itself right on the front line when it comes to tensions with Russia—not exactly your average utility boardroom drama.   The conversation kicks off with Markus's recent election as President of Eurelectric, taking over from none other than Leo “the Great” Birnbaum, CEO of E.ON.We talk about the challenges Markus has faced so far, including how Fortum managed to steer through the stormy waters of the Ukraine war, and what's ahead for the industry. Spoiler: it's not all doom and gloom—there's strategy, resilience, and some surprisingly good teamwork. Markus rolls out Eurelectric's Manifesto centred on customers, security of supply and digitisation (AI).  Markus introduces his vice-presidential duo: Georgios Stassis (CEO of PPC) and Catherine MacGregor (CEO of Engie). According to him, it's a well-balanced trio—think energy world's version of the Avengers, but with spreadsheets and grid stability. He also gives kudos to Kristian Ruby, Secretary General of Eurelectric, and the Brussels team for their stellar behind-the-scenes work.The chat then shifts to the Baltics, one of the rare places in Europe where electricity demand is actually growing. Fortum's been ahead of the game there too: Markus reveals they now have over 1.3 GW of capacity lined up and ready to power new datacenters—because TikTok videos don't host themselves.  Of course, we couldn't ignore the constant cyber-attacks and sabotage attempts coming from Russia. Markus shares how Fortum has learned to deal with them—let's just say they don't flinch easily anymore.  And finally, a public mea culpa: Laurent repeatedly referred to Finland as part of Scandinavia. A common slip-up. For the record: Finland is next to Scandinavia, but it's not in it. The Finns are Nordic, not Scandinavian—but much like their neighbours to the west, they handled the mix-up with trademark cool. No sauna ban issued.  We thank Kristian Ruby and all the Eurelectric team for organising this recording and putting together such a great summit.

In Good Company with Nicolai Tangen
HIGHLIGHTS: Catherine MacGregor - CEO of Engie

In Good Company with Nicolai Tangen

Play Episode Listen Later Jul 11, 2025 11:10


We've curated a special 10-minute version of the podcast for those in a hurry. Here you can listen to the full episode: https://podcasts.apple.com/no/podcast/engie-ceo-crisis-leadership-green-transition-and/id1614211565?i=1000716420903&l=nbHow does Europe navigate its biggest energy crisis in decades while accelerating the green transition? Catherine MacGregor, CEO of Engie, joins Nicolai Tangen to discuss leading one of Europe's energy giants through the Russian gas crisis just one year into her role. They explore Engie's €25 billion investment in renewables, the company's strategy of balancing 'molecules and electrons,' and why hydrogen development faces regulatory hurdles. Catherine also shares her journey from oil rigs in Congo to running 98,000 employees across 30 countries. With Engie targeting massive expansion of its renewable energy capacity by 2030, the company is accelerating its green transition strategy. Tune in for an insightful conversation!In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday.The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by Une Solheim.Watch the episode on YouTube: Norges Bank Investment Management - YouTubeWant to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedInFollow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedInFollow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram Hosted on Acast. See acast.com/privacy for more information.

In Good Company with Nicolai Tangen
Engie CEO: Crisis Leadership, Green Transition, and Europe's Energy Future

In Good Company with Nicolai Tangen

Play Episode Listen Later Jul 9, 2025 59:12


How does Europe navigate its biggest energy crisis in decades while accelerating the green transition? Catherine MacGregor, CEO of Engie, joins Nicolai Tangen to discuss leading one of Europe's energy giants through the Russian gas crisis just one year into her role. They explore Engie's €25 billion investment in renewables, the company's strategy of balancing 'molecules and electrons,' and why hydrogen development faces regulatory hurdles. Catherine also shares her journey from oil rigs in Congo to running 98,000 employees across 30 countries. With Engie targeting massive expansion of its renewable energy capacity by 2030, the company is accelerating its green transition strategy. Tune in for an insightful conversation! In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday. The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by Une Solheim. Watch the episode on YouTube: Norges Bank Investment Management - YouTubeWant to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedInFollow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedInFollow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram Hosted on Acast. See acast.com/privacy for more information.

Transmission
Managing BESS market risks in the EU's hottest market with Martin Daronnat (Engie)

Transmission

Play Episode Listen Later Jul 8, 2025 45:52


Germany's battery boom is charging ahead - without subsidies. So how is it working?
While many markets rely on government support to kickstart energy storage, Germany is doing things differently. With more than 500 GW of battery connection requests in the pipeline, it's quickly becoming one of Europe's most competitive and dynamic battery markets.
From stacking wholesale and ancillary revenues to striking new kinds of long-term contracts, we explore how Germany's storage sector is evolving in real time and how that's changing the game for developers, corporates, and financiers alike.
In this episode of Transmission, Martin Daronnat, Head of Flexibility and Structured Origination in Germany at Engie, joins Quentin to explore the market mechanisms, commercial strategies, and contract structures that are enabling battery storage to scale, without public funding.
Highlights include: How batteries in Germany stack revenue across energy, capacity, and grid services.Why fixed-price flexibility agreements are emerging as a key financial innovation for managing merchant risk.The role of large industrial players, and why developers and buyers are both leaning in.What other countries can learn from Germany's approach, especially when it comes to risk appetite and regulatory design.
About our guestMartin is Head of Flexibility and Structured Origination in Germany at Engie, the French multinational electric utility. He's at the forefront of commercialising flexibility in one of Europe's fastest-moving energy storage markets, structuring offtake agreements, managing risk, and unlocking new revenue models for grid-scale batteries. With a background spanning power trading, corporate PPAs, and clean energy project origination, Martin brings deep insight into how flexibility is becoming investable in real-world markets.
About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage solutions understand the market - and make the most out of their assets.All of our podcasts are available to watch or listen to on the Modo Energy site. To keep up with all of our latest updates, research, analysis, videos, podcasts, data visualizations, live events, and more, follow us on LinkedIn or Twitter. Check out The Energy Academy, our bite-sized video series breaking down how power markets work.Sign up to the Modo Energy Weekly Dispatch for expert insights on energy storage, market shifts, and policy updates - delivered straight to your inbox every week.

Transmission
Managing BESS market risks in the EU's hottest market with Martin Daronnat (Engie)

Transmission

Play Episode Listen Later Jul 8, 2025 45:52


Germany's battery boom is charging ahead - without subsidies. So how is it working?
While many markets rely on government support to kickstart energy storage, Germany is doing things differently. With more than 500 GW of battery connection requests in the pipeline, it's quickly becoming one of Europe's most competitive and dynamic battery markets.
From stacking wholesale and ancillary revenues to striking new kinds of long-term contracts, we explore how Germany's storage sector is evolving in real time and how that's changing the game for developers, corporates, and financiers alike.
In this episode of Transmission, Martin Daronnat, Head of Flexibility and Structured Origination in Germany at Engie, joins Quentin to explore the market mechanisms, commercial strategies, and contract structures that are enabling battery storage to scale, without public funding.
Highlights include: How batteries in Germany stack revenue across energy, capacity, and grid services.Why fixed-price flexibility agreements are emerging as a key financial innovation for managing merchant risk.The role of large industrial players, and why developers and buyers are both leaning in.What other countries can learn from Germany's approach, especially when it comes to risk appetite and regulatory design.
About our guestMartin is Head of Flexibility and Structured Origination in Germany at Engie, the French multinational electric utility. He's at the forefront of commercialising flexibility in one of Europe's fastest-moving energy storage markets, structuring offtake agreements, managing risk, and unlocking new revenue models for grid-scale batteries. With a background spanning power trading, corporate PPAs, and clean energy project origination, Martin brings deep insight into how flexibility is becoming investable in real-world markets.
About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage solutions understand the market - and make the most out of their assets.All of our podcasts are available to watch or listen to on the Modo Energy site. To keep up with all of our latest updates, research, analysis, videos, podcasts, data visualizations, live events, and more, follow us on LinkedIn or Twitter. Check out The Energy Academy, our bite-sized video series breaking down how power markets work.Sign up to the Modo Energy Weekly Dispatch for expert insights on energy storage, market shifts, and policy updates - delivered straight to your inbox every week.

The Hydrogen Podcast
Australia, Europe, and California Just Changed Hydrogen Forever

The Hydrogen Podcast

Play Episode Listen Later Jul 7, 2025 10:37 Transcription Available


Welcome back to The Hydrogen Podcast! I'm Paul Rodden, and today we're diving into three global breakthroughs redefining the future of hydrogen energy:

Levante Ideias de Investimento
07 Jul. - Trump Derruba Bolsa e Engie -6%

Levante Ideias de Investimento

Play Episode Listen Later Jul 7, 2025 51:30


07 Jul. - Trump Derruba Bolsa e Engie -6% Olá, sejam bem-vindo a mais um Fechamento de Mercado, comigo Flávio Conde e Ricardo Afonso, hoje é 2º. feira, dia 7 de junho, o programa de hoje é dedicado aos 4 mil investidores que já assistiram ao Mata-Mata de “Qual Comprar: CEMIG x COPEL?” e agradeço aos comentários de 1 a 10: Zed, João Marcos, Carlos Parreira, Reila, Leandro Guedes, Mario, Eduardo Jerônimo, Edson, Antonio Gonçalves e Robinho. Amanhã, continuarei os agradecimentos e se vc não assistiu ainda, vá no vídeo porque está muito bom. Se vc assistiu pode escrever para mim no 11983469005 pedindo os relatórios de Cemig e Copel que enviarei no seu whatsapp.O Ibovespa caiu hoje -1,26%, aos 139.489 pontos, um recuo de 1.773 pontos, com volume muito fraco de R$ 17 bilhões, R$ 3 bilhões abaixo dos meses de alta. O dólar subiu 1% aos R$ 5,48 e os juros futuros também com o Tesouro Prefixado indo de 13,34% para 13,54% e o IPCA+ 2029 de 7,44% para 7,50% a.a. O motivo das quedas das ações e altas de dólar e juros foi a volta das tarifas de Trump que haviam sido suspensas por 90 dias, em 9 de abril, e voltaram hoje através de cartas para os países. Japão terá 25% e Coreia do Sul também 25%. Trump ameaçou aumentar em mais 25% cada um desses dois países caso aumentem reciprocamente suas tarifas para os EUA. Nos finais das cartas, Trump escreveu que se o país abrir seus mercados para os EUA eliminando tarifas e barreiras tarifárias os EUA considerarão ajustes na carta.Mais informações, análises e recomendações neste vídeo do Fechamento do Mercado.

Levante Ideias de Investimento
03/07 - Bolsa Bate Recorde e Engie +5%

Levante Ideias de Investimento

Play Episode Listen Later Jul 3, 2025 47:05


03/07 - Bolsa Bate Recorde e Engie +5%

Capital, la Bolsa y la Vida
Enertic: El Futuro de la Industria con IA

Capital, la Bolsa y la Vida

Play Episode Listen Later Jul 1, 2025 28:53


Descubrimos las tendencias que se presentarán en el Smart Energy Congress 2025 con Gustavo Sandoval, Head of AI, IoT & Smart X de Knowmad-mood; Julián Mayoral, Director Comercial del Grupo Amper; Óscar Araguás, Head of Sales de Engie; y Gonzalo Valle, Presales Manager de IFS.

De 7
27/06 | Uitgaven kankermedicatie bijna verdrievoudigd in tien jaar | Overheid moet Engie tot 2 miljard betalen als kerncentrales stilliggen | Ideale aandelenportefeuille veel groter dan gedacht 

De 7

Play Episode Listen Later Jun 27, 2025 17:01


Wat zit er in De 7?Terugbetaalde medicijnen slokken al een vijfde van 't hele zorgbudget op. En dat aandeel groeit jaar na jaar. Vooral de oplopende kost van kankerbehandelingen wordt stilaan onhoudbaar.De Belgische staat zal Engie miljarden moeten betalen als de kerncentrales stil komen te liggen. Dat weten we dankzij nieuwe details die de Europese Commissie heeft vrijgegeven.En als je belegt: hoe veel aandelen zitten er dan in je 'ideale portefeuille'. Tien? Honderd? Niet te veel, toch? Wel, een kraakverse studie werpt daar een nieuw, verrassend licht op! Host: Bert RymenProductie: Roan Van EyckSee omnystudio.com/listener for privacy information.

The Green Light
Ep. 97 | Scaling Grid Storage: How Fluence, Excelsior & Cordelio Are Navigating Policy, Partnerships & Performance

The Green Light

Play Episode Listen Later Jun 10, 2025 10:51


How are Fluence, Excelsior Energy Capital, & Cordelio Power scaling grid battery storage — while navigating policy uncertainty, domestic content requirements, and O&M challenges? In this Green Light episode, Catherine spoke with Kaumil Shah, Senior Director at Fluence, at Solarplaza's Asset Management North America (AMNA) conference in San Diego to discuss:New storage partnerships with Excelsior Energy Capital on 2.2 GWh of U.S. projects and with Cordelio Power on 1 GWh across three sitesPG&E's use of Fluence Mosaic to optimize market participation for the 183 MW / 730 MWh Elkhorn BESSWhat the team learned optimizing availability at Hazelwood BESS with ENGIE and Eku EnergyThe impact of policy uncertainty and domestic content pressures on storage business modelsBest practices for global BESS O&MAdvice for professionals looking to break into & excel within energy storageIf you work in energy storage, grid tech, or clean energy development, you'll be sure to take away valuable insights from this conversation.If you're a clean energy employer & need help scaling your workforce efficiently with top staff, contact Catherine McLean, CEO & Founder of Dylan Green, directly on LinkedIn: https://bit.ly/3odzxQr. If you're looking for your next role in clean energy, take a look at our industry-leading clients' latest job openings: bit.ly/dg_jobs. 

Solar Insiders - a RenewEconomy Podcast
The energy pilot that pays customers to dial down their solar

Solar Insiders - a RenewEconomy Podcast

Play Episode Listen Later May 29, 2025 47:17


Engie's Ryan Wavish on how the retailer is flipping the sun tax to make solar curtailment work for everyone.

Mercado Abierto
CONSULTORIO | Alberto Iturralde insiste: "Hay que estar en la electricidad"

Mercado Abierto

Play Episode Listen Later May 26, 2025 26:57


Alberto Iturralde, responsable de Operativa Dax, analiza las acciones de Euronext, Logista, Terna, A2A, Lottomatica, Engie, Merlin Properties y Oklo.

Mercado Abierto
CONSULTORIO 2 | Las dos armamentísticas en las que “se puede estar”, según Iturralde

Mercado Abierto

Play Episode Listen Later May 26, 2025 25:44


Alberto Iturralde, responsable de Operativa Dax, analiza las acciones de Euronext, Logista, Terna, A2A, Lottomatica, Engie, Merlin Properties, Oklo, Enagás o Leonardo, entre otras

De 7
23/05 | Electrabel sluist recorddividend van 6,2 miljard euro naar Parijs | Meerwaardebelasting vandaag op tafel De Wever | Wat drijft hausse bitcoin?

De 7

Play Episode Listen Later May 23, 2025 17:17


Wat zit er in De 7?De Belgische energiegroep Electrabel heeft een recordwinst van bijna 8 miljard euro geboekt. Daarvan wordt ruim 6 miljard doorgesluist naar de Franse eigenaar Engie. Waarom gebeurt dat?De regering-De Wever heeft een paar belangrijke akkoorden gesloten, zoals over de werkloosheidsuitkeringen, maar alles staat of valt met een deal over de meerwaardebelasting. Die komt vandaag weer op tafel.En bitcoin breekt al 2 dagen op rij zijn record. Hoe is die rush op de cryptomunt te verklaren? Host: Bert RymenProductie: Lara Droessaert Lees De Tijd 4 weken voor maar 4 euroSee omnystudio.com/listener for privacy information.

The Best of the Money Show
The Money Show explainer: Can ENGIE's peaking power plants help power a more sustainable and stable South Africa?

The Best of the Money Show

Play Episode Listen Later May 23, 2025 6:21


Stephen Grootes speaks to Mohamed Hoosen, CEO of ENGIE SA, about the company's role in stabilizing South Africa's electricity grid and its commitment to the country's energy sector through its peaking power plants. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Capital, la Bolsa y la Vida
ANÁLISIS APERTURA | "El sector salud es, quizás, el más débil del mercado ahora mismo". Con Nicolás López, de Singular Bank.

Capital, la Bolsa y la Vida

Play Episode Listen Later May 15, 2025 6:22


Nicolás López, responsable de renta variable en Singular Bank, analiza los resultados de Siemens, Merck, Deutsche Telekom o Engie

Zakendoen | BNR
Harry Talen (ENGIE NL) over de klimaatplannen van minister Hermans

Zakendoen | BNR

Play Episode Listen Later Apr 29, 2025 118:18


Dat de energietransitie een heet hangijzer is in Den Haag is niks nieuws onder de zon. Overvolle stroomnetten, kerncentrales, co2-heffingen. Tal van onderwerpen stuiten op controverse. Wordt met het klimaatplan van minister van energie en groene groei, Sophie Hermans, de eerste stap in de goede richting gezet? En blijft Nederland ook nog een beetje aantrekkelijk voor investeerders? Harry Talen, topman van ENGIE Nederland, is te gast in BNR Zakendoen. Macro met Blom Elke dag een intrigerende gedachtewisseling over de stand van de macro-economie. Op maandag en vrijdag gaat presentator Thomas van Zijl in gesprek met econoom Arnoud Boot, de rest van de week praat Van Zijl met econoom Edin Mujagić. Beleggerspanel De Amerikaanse president Donald Trump zit honderd dagen in het Witte Huis. En: Maar liefst drie ceo’s kondigde hun afscheid aan. Dat en meer bespreken we in het beleggerspanel van BNR Zakendoen. Panelleden Presentator Thomas van Zijl gaat in gesprek met het beleggerspanel, dat deze keer bestaat uit: - Martine Hafkamp van Fintessa vermogensbeheer. - Corné van Zeijl analist en strateeg bij Cardano. Ga naar de pagina van het beleggerspanel en abonneer je op de podcast, ook te beluisteren via Apple Podcast, Spotify en elke dinsdag live om 11:30 uur in BNR Zakendoen. Contact & Abonneren BNR Zakendoen zendt elke werkdag live uit van 11:00 tot 13:30 uur. Je kunt de redactie bereiken via zaken@bnr.nl Abonneren op de podcast van BNR Zakendoen kan via bnr.nl/zakendoen, of via Apple Podcast en Spotify. See omnystudio.com/listener for privacy information.

Mercado Abierto
Consultorio | ¿Indra? Mejor fuera: “La cotización está estancada”

Mercado Abierto

Play Episode Listen Later Apr 25, 2025 25:18


Roberto Moro y Jorge del Canto repasan los títulos de Indra, Sabadell, Deutsche Telekom, Airbus, Mapfre, CAF, Santander o Engie, entre otros

Mercado Abierto
Consultorio 2 | Santander, "para entrar no, mantener, ¿por qué no? Con Moro y del Canto.

Mercado Abierto

Play Episode Listen Later Apr 25, 2025 25:36


Roberto Moro y Jorge del Canto repasan los títulos de Indra, Sabadell, Deutsche Telekom, Airbus, Mapfre, CAF, Santander o Engie, entre otros

Mercado Abierto
Consultorio 2 | Santander, "para entrar no, mantener, ¿por qué no? Con Moro y del Canto.

Mercado Abierto

Play Episode Listen Later Apr 25, 2025 25:36


Roberto Moro y Jorge del Canto repasan los títulos de Indra, Sabadell, Deutsche Telekom, Airbus, Mapfre, CAF, Santander o Engie, entre otros

Mercado Abierto
Consultorio 2 | Santander, "para entrar no, mantener, ¿por qué no? Con Moro y del Canto.

Mercado Abierto

Play Episode Listen Later Apr 25, 2025 25:36


Roberto Moro y Jorge del Canto repasan los títulos de Indra, Sabadell, Deutsche Telekom, Airbus, Mapfre, CAF, Santander o Engie, entre otros

Mercado Abierto
Consultorio | ¿Indra? Mejor fuera: “La cotización está estancada”

Mercado Abierto

Play Episode Listen Later Apr 25, 2025 25:18


Roberto Moro y Jorge del Canto repasan los títulos de Indra, Sabadell, Deutsche Telekom, Airbus, Mapfre, CAF, Santander o Engie, entre otros

Mercado Abierto
Consultorio | ¿Indra? Mejor fuera: “La cotización está estancada”

Mercado Abierto

Play Episode Listen Later Apr 25, 2025 25:18


Roberto Moro y Jorge del Canto repasan los títulos de Indra, Sabadell, Deutsche Telekom, Airbus, Mapfre, CAF, Santander o Engie, entre otros

The Interchange
Solar and energy storage experts debate the current market: what have we seen in the first quarter of 2025?

The Interchange

Play Episode Listen Later Apr 24, 2025 50:04


Wood Mackenzie's 18th Solar and Energy Storage summit is back, in Denver this week. If you can't make it, don't worry – we have all the debate and key insight you need to know here on the podcast.Recorded live on day 1 of the summit, host Sylvia Leyva Martinez talks to four industry leaders in solar and storage to answer these questions:Can the U.S. solar industry keep up with demand amid trade wars and policy chaos? Discussing this is David Carroll, ENGIE's Chief Renewables Officer. He warns that policy uncertainty and tariff whiplash are stalling U.S. solar investment. Sylvia and David look at sodium-ion batteries; are they a safer option? Plus, more domestic energy storage is needed amid growing calls for stable tax credit policy to meet growing electricity demand. A must-hear for developers navigating today's volatile energy landscape.What about VPPS? Can they scale fast enough to provide a real alternative? Answering this is Sarah Noll, She shares insights on regulatory challenges, customer trust, and tech adoption, showing how the Arizona Public Service is turning grid flexibility into a real growth strategy.Are storage operators leaving millions on the table because they don't understand their own batteries? That's the big question Shyam Srinivasan, CEO of Zitara, answers with Sylvia. He reveals how poor software integration is holding back storage performance. As storage scales rapidly, Shyam stresses the need for better diagnostics and real-time decision tools to optimise revenue, reliability, and resilience - especially in merchant markets.Finally, Samantha Frisk from Pivot energy sits down with Sylvia to look at models for community solar development. Sam explains how early engagement, local benefits like agrivoltaics, and trusted partnerships can turn sceptical communities into solar advocates - proving clean energy can uplift as well as decarbonise.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Digital Supply Chain podcast
Scope 3, AI, and the Data Gap – Real Talk with ENGIE Impact's Paige Janson

The Digital Supply Chain podcast

Play Episode Listen Later Apr 14, 2025 37:33 Transcription Available


Send me a messageWe've all seen it  - corporate sustainability targets set in boardrooms with no real plan to back them up. In this episode, I sit down with Paige Janson, CEO of the Sustainable Resource Management division at ENGIE Impact, to talk about what happens next, when the ambition meets the reality of data gaps, regulatory complexity, and internal resistance.With nearly 20 years' experience helping global organisations decarbonise, Paige shares practical insights into where companies are getting stuck and what's needed to drive real change, not just write sustainability reports.We cover:Why data - especially validated, recurring data - is the real gold standard for sustainability successHow to avoid the common mistake of setting targets before understanding your energy and emissions baselineWhat's needed to keep Scope 1, 2 and 3 reporting credible under growing scrutinyThe link between executive accountability and actual progressHow AI is already transforming carbon data management (and what's coming next)Why aligning sustainability with core business operations - from finance to facilities - is criticalWhether you're in supply chain, ESG, or just trying to make sense of Scope 3, this one's worth your time.Find more episodes at sustainablesupplychainpodcast.comListen, share, and if you enjoy the show, consider supporting it at tinyurl.com/SSCpodElevate your brand with the ‘Sustainable Supply Chain' podcast, the voice of supply chain sustainability.Last year, this podcast's episodes were downloaded over 113,000 times by senior supply chain executives around the world.Become a sponsor. Lead the conversation.Contact me for sponsorship opportunities and turn downloads into dialogues.Act today. Influence the future.Support the showPodcast supportersI'd like to sincerely thank this podcast's generous supporters: Lorcan Sheehan Olivier Brusle Alicia Farag Kieran Ognev And remember you too can Support the Podcast - it is really easy and hugely important as it will enable me to continue to create more excellent episodes like this one.Podcast Sponsorship Opportunities:If you/your organisation is interested in sponsoring this podcast - I have several options available. Let's talk!FinallyIf you have any comments/suggestions or questions for the podcast - feel free to just send me a direct message on LinkedIn, or send me a text message using this link.If you liked this show, please don't forget to rate and/or review it. It makes a big difference to help new people discover it. Thanks for listening.

Energy Insiders - a RenewEconomy Podcast
Solar and battery make better grid partners than wind

Energy Insiders - a RenewEconomy Podcast

Play Episode Listen Later Apr 4, 2025 38:13


Engie's Laura Caspari explains why batteries are paired better with solar than wind, and why data centre load could unlock more renewables. Plus: News of the week.

Solar Maverick Podcast
SMP: The League: Episode 23-The Latest Clean Energy Trends

Solar Maverick Podcast

Play Episode Listen Later Apr 1, 2025 6:06


Welcome to our weekly Renewable Energy Briefing! Stay informed on the latest industry trends. Join us for a comprehensive analysis that combines expert commentary with up-to-the-minute news, offering you a strategic overview of the renewable energy market. Don't miss out on the crucial details that can impact your investment decisions. Tune in weekly for your essential dose of Renewable Energy insights! Episode #23 Briefing Highlights: ERCOT's proposed dispatchable credit program penalizes solar and storage ENGIE sold a stake in a 900MW portfolio to Ares Benoy's Intersolar impressions: -- 9000 attendees this year -- Attendees from every state and 59 countries -- Many BESS companies and new BESS technologies -- New administration has people a little nervous If you have any questions or comments, please email us at info@reneuenergy.com.  

Energy Vista: A Podcast on Energy Issues, Professional and Personal Trajectories
Leslie Chats with Didier Holleaux on Nord Stream Explosions, Future of Russian Gas in Europe

Energy Vista: A Podcast on Energy Issues, Professional and Personal Trajectories

Play Episode Listen Later Mar 28, 2025 45:13


In this French-language episode of Energy Vista, Leslie Palti-Guzman speaks with Didier Holleaux, Executive Vice President at Engie and author of La vraie histoire du gaz, to explore Europe's evolving energy landscape in the wake of Russia's war in Ukraine.They discuss Europe's reduced reliance on Russian gas, high gas prices, and continued market vulnerability. Didier explains why the crisis is far from over, unpacks the geopolitical and commercial stakes of LNG and pipeline flows, and offers insights on the Nord Stream sabotage — with a clear view on who had the most to gain.The conversation also covers the future of US LNG exports, European trust in suppliers like Russia the US and Qatar, and how supply diversification, biomethane, and renewables are reshaping the continent's energy resilience.

Bitesize Business Breakfast Podcast
UAE signs CEPAs with New Zealand, Malaysia and Kenya

Bitesize Business Breakfast Podcast

Play Episode Listen Later Jan 15, 2025 32:19


15 Jan 2025. The New Zealand Prime Minister, Christopher Luxon has spoken to the Business Breakfast about that CEPA agreement, and what it means for the two economies. Plus, can the energy industry really embrace sustainability? We speak to the finance chief of ADNOC Drilling, and the regional boss of French power company Engie. See omnystudio.com/listener for privacy information.

Big Shot
How The Founder of Waze Went From Getting Fired To Building a Billion-Dollar Business | Uri Levine

Big Shot

Play Episode Listen Later Dec 12, 2024 19:05


In this special episode of Big Shot, recorded live at the iconic Kennedy Center in Washington, D.C., we're joined by Uri Levine, the co-founder of Waze. Uri is a visionary entrepreneur whose journey includes building Waze, the world's largest community-based traffic and navigation app, which Google acquired for over $1 billion. Beyond Waze, Uri has co-founded several impactful startups like Moovit (acquired by Intel), FeeX, and Engie. He's also the author of Fall in Love with the Problem, Not the Solution, a must-read guide for entrepreneurs. In our conversation today, we cover:  • Lessons on failure and prioritization from Uri's father • A clever hack he used to pitch Waze with an incomplete product • The cultural drive behind the Jewish ambition to create positive change • The story of the many millionaires created by Waze's acquisition • And so much more! A special thank you to ADL In Concert Against Hate. You can learn more here https://www.adl.org/adl-concert-against-hate-shines-light-heroes — In This Episode We Cover: (00:00) Intro (01:40) How Uri's father taught him the importance of failure (04:55) A story about prioritization (06:59) Uri's solution for fundraising with an incomplete product (09:00) The ups and downs of the start-up journey (11:04) Why Jewish people are drawn to entrepreneurship and making a positive impact (12:58) The connection between the kibbutz community and entrepreneurship (13:25) The Google acquisition of Waze  (13:58) The importance of keeping the main thing the main thing  (15:11) How tikkun olam inspires Uri's entrepreneurial ventures  (16:48) Chutzpah and the Israeli experience  (17:40) How Uri continues to be inspired by his father — Where To Find Uri Levine: • Website: https://urilevine.com/ • LinkedIn: https://www.linkedin.com/in/uri-levine/ • X: https://x.com/urilevine1 — Where to Find ADL: • Website: https://www.adl.org/ — Where To Find Big Shot:  • Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.bigshot.show/⁠⁠⁠⁠⁠⁠⁠⁠ • YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@bigshotpodcast⁠⁠⁠⁠⁠⁠⁠⁠⁠   • TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@bigshotshow⁠⁠⁠⁠⁠⁠⁠⁠ • Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/bigshotshow/⁠⁠⁠⁠⁠⁠⁠⁠⁠   • Harley Finkelstein: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/harleyf⁠⁠⁠⁠⁠⁠⁠⁠⁠  • David Segal: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/tea_maverick⁠⁠⁠⁠⁠⁠⁠⁠⁠ • Production and Marketing: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://penname.co⁠

Así las cosas
Engie un gran fracaso de gas que dejó varias víctimas

Así las cosas

Play Episode Listen Later Dec 11, 2024 12:15


Anne Vigna Corresponsal de LeMonde en México

EV News Daily - Electric Car Podcast
19 Oct 2024 | Audi's Long Range A3, Electric Range Rover On Schedule and Engie To Shutter EVBox Chargers

EV News Daily - Electric Car Podcast

Play Episode Listen Later Oct 21, 2024 22:09


Want to split £100? If you move to Octopus Energy and use my referral code you can help keep the lights on for me AND get yourself a great welcome bonus. Click here: https://share.octopus.energy/free-puma-452 Can you help me make more podcasts? Consider supporting me on Patreon as the service is 100% funded by you: https://EVne.ws/patreon You can read all the latest news on the blog here: https://EVne.ws/blog Subscribe for free and listen to the podcast on audio platforms: ➤ Apple: https://EVne.ws/apple ➤ YouTube Music: https://EVne.ws/youtubemusic ➤ Spotify: https://EVne.ws/spotify ➤ TuneIn: https://EVne.ws/tunein ➤ iHeart: https://EVne.ws/iheart REVAMPED AUDI A3 PHEV FEATURES IMPRESSIVE 88 MILE RANGE https://evne.ws/3A8PPEj DENZA N9: BYD'S HEAVYWEIGHT SUV https://evne.ws/405HfAV ENGIE TO CLOSE EVBOX OPERATIONS https://evne.ws/40oYCgr RISING INTEREST IN ELECTRIC VEHICLES IN AUSTRALIA https://evne.ws/4eH5GJB ELECTRIC VEHICLES: CARLOS TAVARES' PERSPECTIVE https://evne.ws/4eLvtQz ELECTRIC VEHICLES' EFFECT ON AUTO EMPLOYMENT https://evne.ws/4dPL7sU RISING EV PRICES IN EUROPE AMID FALLING BATTERY COSTS https://evne.ws/3BPjzqr NISSAN ARIYA NISMO: PERFORMANCE ELECTRIC SUV PRE-ORDERS https://evne.ws/3BLrbdz KIA TO START ELECTRIC VEHICLE PRODUCTION IN EUROPE https://evne.ws/48cuqXJ APPLE AND BYD'S BATTERY PARTNERSHIP https://evne.ws/404oLRr JLR TO LAUNCH ELECTRIC RANGE ROVER MODELS SOON https://evne.ws/3Ypx60J AFFORDABLE ELECTRIC CAR LEASING NOW AVAILABLE https://evne.ws/4dP2g5Z