Podcasts about Equinor

Michael and I would like to take a moment and thank all of our great Subscribers and patrons this year. It has been a wildly successful growth year in listens, watches, and articles read, and we are truly blessed to see it. We are striving to improve and keep growing with some different things rolling out next year.While the cancellation is under review with the Department of War for national security risks, I think that if science is applied, it will be an easy ruling. So after reading about these cancellations, I wanted to see who would be impacted by the company and how consumers would be impacted. This will be an ongoing story as it unfolds, but the high utility costs will be passed on to consumers. And make no mistake, the Democrats will use this to their advantage, and Republicans won't do anything.President Trump and Secretaries Doug Burgum and Chris Wright are running down the road trying to do the right thing for the American People. The costs associated with the project are going to be huge, and when the Democrats start ripping President Trump over this, remember the Billions of dollars and the crippling of the economy that Obama, Biden, and the governors of Democratic states cost the US citizens by their overreach and Net Zero enforcement of horrific policies. The main topics discussed1. The Trump administration's cancellation of several major offshore wind projects in the U.S. due to national security concerns. The projects mentioned include Vineyard Wind One, Revolution Wind, Sunrise Wind, Coastal Virginia Wind Offshore, and Empire Wind.2. The potential impact of these project cancellations on companies involved, such as Dominion Energy, GE Vernova, Orsted, and Equinor. The transcript discusses the financial performance and stock price movements of these companies.3. The debate around the definition of "green energy" and the challenges of integrating renewable energy sources like wind and solar into the power grid, including issues around transmission, costs, and reliability.4. The delay or cancellation of the retirement of some fossil fuel power plants in the U.S. in response to increasing electricity demand, particularly from the growth of AI and data centers.5. The global oil market dynamics, including the "oil glut" with a large number of oil tankers at sea, the impact of sanctions on major producers like Russia and Venezuela, and discussions around OPEC's role in oil price determination.6. The overall commentary on the state of the energy industry, policy debates, and Stu's perspectives on the various topics covered.1.All Large Scale Offshore Wind Projects Under Construction Suspended Due to National Security Concerns2.Virginia-based Utility Dominion Energy May Be Hit as Investors Eye This Week's Offshore Wind Cancellations3.GE Vernova Inc: Supplier to Vineyard Wind, Looking at Its Books After This Week's Trump Administration Cancellation of Projects4.U.S. Fossil-Fuel Power Plants Delay Retirement as AI Power Demand Soars5.Oil Glut and Surging Barrels at Sea Have Spooked Oil Traders and the Market, but Is This Market Dysfunction Rather Than a Glut?6.U.S. Department of Energy to Return $13 Billion to the Treasury and a clear definition of green energy is needed.Feel Free to use this as an excuse to not hang out with your in-laws if you need to over the holidays. We may be more fun. Check out the Energy News Beat Substack: https://theenergynewsbeat.substack.com/Check out the Energy News Beat Website: https://energynewsbeat.co/Also, if you need to calculate your tax burden, check out the tax calculator here https://energynewsbeat.co/invest/Merry Christmas to all, and thank you to all of our great followers, subscribers, and patrons.Check out Reese Energy Consulting, Sponsor of the Energy News Beat, Stand Up https://reeseenergyconsulting.com/

Allen covers forecasts for 46 GW of new US wind capacity by 2029, driven by data centers and reshoring. Plus Equinor’s Empire Wind project stays on track for late 2026, RWE gets approval for the Five Estuaries offshore wind farm in the UK, and a Scottish startup raises funding for modular multi-rotor turbines. Sign up now for Uptime Tech News, our weekly Substack newsletter on all things wind technology. This episode is sponsored by StrikeTape by Weather Guard Lightning Tech. Follow us on YouTube, Linkedin and visit Weather Guard on the web. And subscribe to Engineering with Rosie on YouTube! Have a question we can answer on the show? Email us! There is an old saying about the wind. You cannot see it. You cannot hold it. But you can harness it. And right now, people around the world are doing exactly that. After years of sluggish growth, American wind power is waking up. Wood Mackenzie reports the United States will add more than seven gigawatts of new wind capacity in 2025. That is a thirty-six percent jump from this year. And by 2029? Forty-six gigawatts of new capacity coming online. Why now? Because after a decade of flat electricity demand, America is hungry for power again. Data centers. Electric vehicles. Factories returning home. Demand is growing three percent annually now, up from less than one percent before. Out West, they are leading the charge. Wyoming. New Mexico. Colorado. Pattern Energy’s three-point-five gigawatt SunZia project in New Mexico alone will make them the top wind installer in 2026. And Invenergy’s Towner Energy Center in Colorado? Nine hundred ninety-eight megawatts. The single largest project expected to come online in 2027. But here is where it gets interesting. Off the coast of Long Island, a different kind of story is unfolding. The Empire Wind project. Eight hundred ten megawatts of offshore wind power. Enough to power half a million homes in Brooklyn. Norwegian energy giant Equinor is building it. And despite the political headwinds blowing against offshore wind, New York is standing firm. First electricity expected by late 2026. Across the Atlantic, Britain just gave the green light to something bigger. The Five Estuaries offshore wind farm. Seventy-nine turbines off the coast of Suffolk and Essex. At least twenty-three miles from shore. German energy company RWE is building it. When complete, it will power one million British homes. One million. Meanwhile, Europe is putting its money where the wind blows. Austria’s Erste Group just signed a two hundred million euro deal with the European Investment Bank. Part of an eight billion euro program to strengthen European wind turbine manufacturers. As Karl Nehammer, the bank’s vice president, put it: Europe is serious about keeping wind manufacturing jobs at home. Now… You might think wind power is all about going big. Massive offshore farms. Turbines taller than skyscrapers. But in Stirling, Scotland, three entrepreneurs have a different idea. Adam Harris. Paul Pirrie. Peter Taylor. They founded a company called Myriad Wind Energy Systems. Their invention? Small modular wind turbines. Multiple rotors mounted in a framework. No cranes needed. No special roads. Install them on a farm. On a factory. On a remote site where traditional turbines could never go. This week, they secured eight hundred sixty-five thousand pounds in seed funding. Led by Tricapital Angels. Their first prototype? A fifty-kilowatt unit scheduled for 2026. From Wyoming to New York. From Essex to Austria. From the North Sea to the Scottish Highlands. Wind energy is not waiting for permission. It is happening. Forty-six gigawatts in America alone by decade’s end. Billions of euros flowing in Europe. Innovators in Scotland proving that sometimes, smaller is smarter. You cannot see the wind. But you can see what it is building. That’s the wind industry news for the 22nd of December 2025. Happy Holidays folks, wherever you may be.

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Philipp Vetter über den Rebound von Big Tech, Gerüchte um die Europäische Zentralbank und Aktivistenalarm bei Lululemon. Außerdem geht es um Micron, Oracle, Broadcom, Coreweave, Nvidia, AMD, Lululemon, Tilray, Canopy Growth, Netflix, Warner Bros., Paramount Skydance, Douglas, Rheinmetall, Trump Media and Technology Group, TAE Technologies, Alphabet, Chevron, Goldman Sachs, Equinor, Eni, Cenovus Energy, Lockheed Martin, Nucor, Synopsys und Microsoft. Die aktuelle "Alles auf Aktien"-Umfrage findet Ihr unter: https://www.umfrageonline.com/c/mh9uebwm Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [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

Pražská plynárenská v příštím roce nebude zvedat ceny energií, a pokud to půjde, chtěla by dále zlevňovat. Uzavřela také několik významných kontraktů na dodávky plynu. Celých deset let bude čerpat plyn těžený v Severním moři od norské společnosti Equinor. Podepsala i dohodu o dovozu zkapalněného zemního plynu ze Spojených států. Norský plyn pokryje převážnou část spotřeby pražských domácností, říká předseda představenstva Pražské plynárenské Ludvík Baleka. Agenda. Rozhovory s top lídry českého byznysu, zakladateli firem, odborníky. Čtvrthodinka o byznysu z první ruky. Každý všední den na SZ Byznys a ve všech podcastových aplikacích. Odebírejte na Podcasty.cz, Apple Podcasts nebo Spotify.

Flere steder i Norge ligger desember an til å bli rekordvarm. Det er den nye normalen, mener klimaforsker. Vi oppsummerer nyhetene for deg, i dag også om Equinor som får gigantbot, og «Affeksjonsverdi» som er Oscar-favoritt.

Et viktig tema i rapporten handler om utslippskutt i industrien – i lys av kravene for å få CO₂-kompensasjon. Industribedriftene som nyter godt av denne ordningen må nå levere planer om utslippskutt for få løs milliardene fra staten.Tilnull-rapporten går gjennom planene store selskaper som Equinor, Hydro, Alcoa og Elkem har for å kutte utslipp. Ved siden av transport og oljesektoren er industrien den største utslippskilden i Norge.I Klimax-episoden diskuterer Anne Jortveit, Lars-Henrik Paarup Michelsen og Anders Bjartnes ordningen med CO₂-kompensasjon for industrien – i lys av informasjonen i tilnull-rapporten.Panelet er også innom NVEs beslutning om å si nei til havvind knyttet til Goliat-plattformen i Barentshavet, og hva den bebudede nedgangen i oljeaktiviteten vil bety. Den politiske dagsordenen kan bli veldig annerledes når varsler om permitteringer og nedbemanninger kommer.Episoden ble spilt inn torsdag 11. desember.Lenker til saker omtalt i denne Klimax-episoden:Solcellespesialisten konkurs, men ja til solkraftverk langs E6 i Stange.Tilnull kvartalsrapport 4/25: tilnull kvartalsrapport 4 | 2025 – Norsk klimastiftelseTU.no om NVEs nei til Goliat-vind og om støtte til nye havvindprosjekter.TU.no om den forventede nedgangen i oljeaktiviteten.Rettelse: Da vi spilte inn denne episoden av Klimax torsdag 11. desember om formiddagen, viste vi til tall om import av småvarer fra Kina som Tolletaten hadde opplyst oss om.Torsdag ettermiddag oppdaget vi at Tolletaten hadde gitt helt andre tall til E24, og vi henvendte oss på nytt til Tolletaten for å sjekke hva som var det riktige. Fredag 12. desember fikk vi beskjed fra Tolletaten om at tallene vi har fått derfra ikke stemmer.Tolletaten opplyste opprinnelig at det i perioden januar-oktober i år var ankommet 44,8 millioner slike pakker til Norge. Fredag ettermiddag fikk vi opplyst at det riktige tallet er 9,7 millioner for perioden januar-november. Dette er en økning på 77 prosent målt mot hele importen i fjor.For ikke å spre uriktige tall i podkasten, har vi valgt å klippe ut den sekvensen der vi viser til tallene fra Tolletaten og kommenterer disse. Vi beklager at vi har formidlet feil tall til de som lyttet på podkasten vår fredag 12. desember før klokken 16:00.Vi kommer tilbake til saken i kommende utgaver av Klimax. Hosted on Acast. See acast.com/privacy for more information.

A vice-presidente de Estratégia e Desenvolvimento de Novos Negócios da Equinor, Cláudia Brun, analisa a trajetória da empresa no mercado brasileiro de gás. Ela detalha as estratégias de comercialização do gás de Raia e os avanços do projeto, além das perspectivas para o fornecimento a termelétricas do LRCAP e data centers. A executiva também comenta os desafios regulatórios, a revisão tarifária das transportadoras e os planos da Equinor para biometano e combustíveis de baixo carbono. Uma visão abrangente sobre os investimentos da companhia norueguesa no Brasil. Inscreva-se no canal e ative as notificações para não perder os próximos debates. Deixe seu like para promover esse conteúdo. Capítulos 00:00 Abertura 00:55 Apresentação e trajetória pessoal de Cláudia Brun 05:00 Trajetória da Equinor no mercado brasileiro de gás 08:32 Lições aprendidas nos primeiros contratos 11:50 Atualização do projeto Raia 13:35 Estratégia de comercialização e contrato com Comgás 15:42 Fornecimento para termelétricas do LRCAP 17:30 Visão sobre data centers e confiabilidade energética 20:26 Estratégia para o mercado livre de gás 24:25 Perspectivas de preço do gás e competitividade 27:55 Ambiente regulatório e novos investimentos 30:54 Projeto Bacalhau fase 2 33:22 Blocos Itaimbezinho e Jaspe 37:43 Debate sobre acesso ao SIE/SIP 41:49 Perspectivas sobre leilão de gás da União 44:25 Visão sobre gas release 46:25 Revisão tarifária das transportadoras 48:52 Estratégia para biometano e baixo carbono 54:00 Considerações finais e encerramento #equinor #gasnatural #preçodogasnatural #produçãoeexploração #datacenters

This week's Energy Voice Out Loud (EVOL) sees news editor Erikka Askeland, renewables reporter Michael Behr, and North West correspondent Floyd March explore what's been going on in the North Sea. Adura day, the official launch of Equinor and Shell's North Sea tieup, quickly turned in Harbour Job Cuts day as the oil and gas producer announced it would shed 100 roles. Harbour put the blame squarely on Chancellor Rachel Reeves' shoulders for deciding to keep the windfall tax in place up to 2030. Speaking of the energy profits levy, longtime friend of the show, Panmure Liberum analyst Ashley Kelty shares his thoughts on the winners and losers of the budget. Of course, being a winner means not getting kicked. And then Floyd catches us up on the Lindsey oil refinery saga and the new player that's come in making a bid for the shuttered site.

In this episode of Lexicon, we speak with Dr. Péter Fankhauser, CEO of ANYbotics, and Jasmine Assefi, Key Account Manager for Oil, Gas, and Chemicals, about how robotics is transforming operations at Equinor's Northern Lights CO₂ storage project—the world's first open-access carbon transport and storage facility. Together, they explore how “Roberta,” an ANYbotics robot deployed by Equinor, is redefining industrial autonomy, safety, and sustainability.Also, don't forget to subscribe to IE+ for premium insights and exclusive content!

At the start of the year things were looking uncertain for nascent renewables like hydrogen and geothermal. With policy support from the previous US administration they had boomed with the IRA, then came July 2025 and the Trump administration's One Big Beautiful Bill, which tore up tax credits and removed incentives for those renewable technologies. As we approach the end of the year, has anything changed for the better? How are hydrogen, wind and geothermal looking as we prepare for 2026?Regular host Sylvia Leyva Martinez is on maternity leave until the middle of next year, so her fellow energy analyst Bridget Van Dorsten is stepping up to keep the mic warm. Bridget is an analyst researching hydrogen, but she has an engineer's understanding of technologies across the energy spectrum. She doesn't just cover that ‘frustrating, inefficient, expensive-to-move-around molecule' (as she calls it); she knows what's real in the energy world and what's just hype. To kick off her tenure as host she's picked out a few highlights from the year relating to those important renewables – geothermal, hydrogen and wind. Looking back on those conversations Sylvia had with experts on those fields, Bridget then gives the energy analyst's view on how things are progressing in the current policy environment. Expect in-depth analysis on what's changed, and the key stats and forecasts you need to know as 2026 approaches. Plus, Bridget looks back on the conversation Sylvia had with energy investors back in July, when we saw the oil and gas majors like Shell and Equinor announce they were scaling back their climate ambitions under pressure from investors. Bridget explores why the energy transition is unfolding slower than expected, how shareholder pressure is reshaping low-carbon strategies, and why companies like TotalEnergies and Shell have retreated from their plans to phase down fossil fuels. Bridget will be hosting until mid-next-year, and she wants to know what topics you want explored.Connect with the show and let us know what you want to hear, on LinkedIn, X or Bluesky at @interchangeshow, and follow the podcast so you don't miss the episodes coming in the new year.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Her får du en smakebit av en annen E24-podkast, Penger, pølser og politikk, som kommer hver mandag etter lunsj. Finn frem popkorn-bøtta, for denne uken blir det budsjettdrama! I helgen brøt MDG budsjettforhandlingene og SV sa nei til forslaget som lå på bordet. Hvor går veien videre for Ap, Sp og Rødt nå? Roar foreslår at Ap kan ringe Equinor for å hente litt sukker til pillen for å blidgjøre MDG, og hva er det SV vil? Det blir mye statsbudsjett denne uken, men det er også ventet skattelistetall og så skal investor og sitatmaskin Kjell Inge Røkke vitne i rettssaken som pågår i Oslo tingrett.

Ap vil ikke gi miljøpartiene MDG og SV «noe» på olje i budsjettforhandlingene, men kabinettspørsmål er vel uaktuelt? Hva skjedde på klimatoppmøtet COP30 som er relevant for Norge nå?Vil MDG og SV få gjennomslag for letestans og utfasingsplan? Eller noen mildere varianter? Foreløpig ser det håpløst ut, og det er uklart om miljøpartiene vil bryte.I denne Klimax-podkasten snakker vi om disse forhandlingene, og vi trekker paralleller til klimatoppmøtet COP30, som landet lørdag 22. november.Dessuten er vi innom Equinors høstkonferanse og debatten om elektrifisering i Stortinget. Det pågår nok en kamp om elektrifisering av Melkøya og av sokkelen. Er Frp jokeren? I denne episoden – som er tatt opp rundt lunsj torsdag 27. november – hører du:Kirsten Øystese, ansvarlig for tilnull.no i Norsk klimastiftelse og Energi og Klima-podkastene med eksterne gjester og Brussel-korrespondenten til Energi og Klima Olav Øvrebø, redaktør i Energi og Klima Anne Karin Sæther, prosjektansvarlig for olje- og gassarbeidet i Norsk klimastiftelseTeknisk ansvarlig er Elise Mangersnes.Energi og Klima er nettavisen til Norsk klimastiftelse. Lenker til omtalte saker og nyttig bakgrunn:DN 26.11.25: Måtte ut for å hente penger. Tror dette blir et nytt industrieventyr (om industrielle varmepumper) VG 26.11.25: MDG kan utsette utfasings-frist: – Forventer å få noe tilbake VG 27.11.35: Vedum om MDG-krav: – Utenkelig 25.11.25: Equinors høstkonferanse 25.11.25: Bluesky-tråd fra klimaforsker Glen Peters om Equinor-sjefens tale 27.11.25: Zerokonferansen Energi og Klima 25.11.25: Podkast om resultatet på COP30 med Christian Bjørnæs fra CICERO: Saudi-Arabia og Russland har mest grunn til å være fornøyde Energi og Klima 22.11.35: Klimatoppmøtet: Ingen veikart for fossil utfasing eller stopp i avskoging Ny norsk artsliste: Naturen forsvinner og arealendringer er hovedårsakenEnergi og Klima 27.11.25 Dette skjedde på COP30: Den store over­siktenLes mer Hosted on Acast. See acast.com/privacy for more information.

Nordmenn merker at de trekker det korteste strået. Andre gjør det godt, men selv sitter de igjen med mindre. Medier og politikere kan snakke så mye de vil. Gruppen som sliter vokser.Skal man gjøre noe med problemene, må man forstå hva de bunner i. Document har ansatt økonomi-journalist Kjell Erik Eilertsen. Økonomi har vært stemoderlig behandlet, ikke for det, vi har skrevet om av-industraliseringen i Tyskland og galskapen i fornybart. Men det er vanskelig for folk å fatte at Equinor satser titalls milliarder på vindmøller, sogar til havs. Prosjekter som aldri vil bli lønnsomme. Dette er ikke business, det er avlat.Vanlige folk tror at samfunnet er rasjonelt, men det grønne skiftet bygger på en irrasjonell tankegang. Det har Kent Andersen belyst i en rekke artikler. Nå kan Eilertsen slå i bordet med harde fakta.Det er vår nasjonalformue de sløser bort, men de oppfører seg som om det er deres.

We discuss GB Energy's offshore wind investment and its Aberdeen jobs downgrade, as well as Ithaca's latest North Sea farm in as it forms yet another partnership with Shell. This week's episode features Energy Voice's Ryan Duff, Michael Behr, and Erikka Askeland as they give their two cents on the week's headlines. Before the trio dive into the main topics of this week's show, they draw attention to the sad news of a death in the North Sea. It was confirmed this week that 32-year-old Aberdeen-based father Lee Hulse died after falling from a crane on the Valaris 121 rig on Shell's Shearwater field. There has been a GoFundMe set up to support Lee's family, which you can find here: https://www.gofundme.com/f/lee-hulse?lang=en_GB&fbclid=IwY2xjawOG7ZNleHRuA2FlbQIxMABicmlkETA1UHBLbVRaSWNGR0l4WVhPc3J0YwZhcHBfaWQQMjIyMDM5MTc4ODIwMDg5MghjYWxsc2l0ZQEyAAEerr0jbc2399ClT0_FUVuPIixXEB4NZ3af1EZPMtK-4KBBkrxE6YouHgNDNkY_aem__AzvLwuuduNxZUOT79I1Pg First up on this week's show, Michael discusses GB Energy's £150 investment in the 100 MW Pentland Floating Offshore Wind Farm. This marked the state-backed firm's first investment in offshore energy, however, has it been ambitious enough in its choice of project? This announcement came as CEO Dan McGrail announced his firm will create 300 jobs in Aberdeen by 2030, a considerable downgrade from the 1,000 previously promised. Next, Michael heads down to Teesside to the CATS Terminal, where he speaks with Kellas Midstream asset support engineer Harry Ford about his work at the site and the opportunities in the energy industry across Teesside. Finally, what's the story in Tobermory, Erikka lets us know! Ithaca has farmed into Shell's West of Shetland gas field a couple of years after the London supermajor backed out of Ithaca's Cambo project. This comes as Shell looks to form a UK-based independent joint venture with Equinor, which may cause a reassessment on Cambo.

The crew discusses Equinor's significant investment in Ørsted, while Ørsted denies plans to merge. They also cover Jupiter Bach's new plant in Colorado and the upcoming Wind Operation and Maintenance Australia 2026 event. Register for ORE Catapult's UK Offshore Wind Supply Chain Spotlight!Learn more about Composite Inspection and Consulting! 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 hosts. Allen Hall, Joel Saxon, Phil Totaro, and Rosemary Barnes.  Allen Hall: Welcome back to the Uptime Wind Energy Podcast. I'm your host, Allen Hall in the queen city of Charlotte, North Carolina. I have Rosemary Barnes in Australia who has, uh, been doing a little bit of travel. Joel is back in Austin, Texas. Man, I feel like everybody's been traveling a lot and so is Yolanda. The Yolanda has been on the road quite a bit and we have a really interesting week in wind energy. Particularly over in Denmark and Norway, and if you've been following the news there, uh, as we all know, Ecuador had a pretty big investment into Sted several months ago where they put in about two and a half [00:01:00] billion dollars to buy 10% of Sted to help write the ship a little bit, and then. A c basically last month, right Joel? It was about last month where they, they spent about a billion dollars for the right rights issue, uh, to keep that stock moving, right, and or, and need more cash. And that's how they raised it. That's a total investment, about three and a half billion dollars. That's a lot of money for anybody to be spending at this moment, and Ecuador is thinking this is a pretty good bet. That's great and they wanna work closer with Ted. And the talk is that Ecuador wants a boar seat with Ted Joel. Is there any chance that is going to happen?  Joel Saxum: Well, it was, it's interesting that they brought that up as well, right? Because the initial buy-in, you know, back I think six, nine months ago or whatever it was, they specifically said in their press release, we are not trying to get a board seat. We don't want to have [00:02:00] control over this, yada, yada, yada. But then when the rights issue came out, and I think it was the, the TED stock dropped like 30% or something that day. Um, they threw more cash in, they got a little bit more power. But it's like anything, right? Once, once you've got, uh, quite a bit of money invested and you have a, have pretty heavy percentage of us of whatever that investment may be, it can be. Half ownership in a car, I don't care. You want to have a little bit more say about what happens with your money and what the results can be based on strategic decisions. And if you've, you know, been watching Ted's decisions. Now they've been at the, the whim of government policies and stuff for the last few years, but they've also mistepped a little bit on a couple of them. Uh, so you can see EOR wanting to get in there to protect their investment a little bit. The, in the funny thing to me here, and, um, Rosie, you spent a ton of time up in Denmark, is the, the, the back and forth between the Norwegians and the Danes about, oh, you're, you're just our [00:03:00] little brother. You're our, oh, you're our distant cousin, da da da da. How they were kind of all at one point in time, a lot, you know, a lot closer. There was what was called the, um, the calmer Union, I think it was. And that was the Danes, Norwegians,

NESTA EDIÇÃO.Estratégia da Petrobras para ampliar participação no mercado livre de gás surte efeito e companhia responde por 65% das vendas no terceiro trimestre. ANP debate processo da Refit contra diretores. Cúpula de líderes da COP30 começa com foco em recursos para florestas. Equinor e USP vão desenvolver projeto de captura e armazenamento do carbono produzido em usinas de bioetanol. Aneel quer incentivar a migração de consumidores para tarifa de energia que varia conforme o horário do dia. ***Locução gerada por Inteligência Artificial

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner break down a whirlwind of critical updates—from Secretary Chris Wright's aggressive timeline on rare earth mineral development to the real story behind ANWR lease openings and the mounting capital challenges in Alaska's frozen frontier. They dive into sanctions, Venezuela's geopolitics, and the myth of energy “transition” vs the reality of energy addition. Plus, insights on TotalEnergies' Anadarko gas deal, Equinor's earnings miss, and why utilities and fossil fuels are still where the real returns lie. Buckle up for the smartest 20 minutes in energy.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn:https://www.linkedin.com/in/stuturley/ andTwitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... andTwitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:17 - Secretary Chris Wright has a plan for Rare Earth and Critical Minerals – What is the timeline?03:36 - Now that the Alaska ANWR is Open for Lease Sales, Who Will Develop?08:10 - New Oil Sanctions Will Not Stop Russia's War Machine14:08 - We Are in an Energy Addition, Not Transition20:08 - TotalEnergies Bolsters US Gas Presence with 49% Stake in Anadarko Basin Assets22:07 - Lower Oil Prices Hit Equinor's Q3 Profits and They Miss Analysts Estimates24:23 - OutroLinks to articles discussed:Secretary Chris Wright has a plan for Rare Earth and Critical Minerals – What is the timeline?Now that the Alaska ANWR is Open for Lease Sales, Who Will Develop?New Oil Sanctions Will Not Stop Russia's War MachineWe Are in an Energy Addition, Not TransitionTotalEnergies Bolsters US Gas Presence with 49% Stake in Anadarko Basin AssetsLower Oil Prices Hit Equinor's Q3 Profits and They Miss Analysts Estimates

Det har skjedd mye i markedet denne uken. I dagens episode får du høre fra aksjestrateg Paul Harper, forvalter Audun Wickstrand Iversen, analysesjef Alexander Aukner og bærekraftsanalytiker Anne Margrethe Platou.(01:40 min) Nvidia er verdt ~2,5 x oljefondet(03:25 min) Investorene ser AI-boble i markedet(06:33 min) Trump gir møtet med Xi Jinping 12 av 10 – hva nå?(13:45 min) 1x kommersialiserer og DNB Disruptive bestiller sin første humanoid(22:10 min) Flere selskaper sikter mot børs(27:20 min) Rentemøtet til Fed – sår tvil om desemberkutt(28:07 min) Kvalitetsanalyse av sjømatsektoren med analysesjef Alexander Aukner(36:40 min) «ESG-reset» med bærekraftsanalytiker Anne Margrethe Platou(44:50 min) Rapport fra Oslo børs: Sats, Nordic Semiconductor, Equinor og Höegh AutolinersEpisoden ble spilt inn 29-31. oktober 2025Programleder: Marius Brun Haugen, DNB Wealth Management Investment OfficeProdusent: Kim-André Farago, DNB Wealth Management Investment Office. Hosted on Acast. See acast.com/privacy for more information.

We discuss Petrofac's fall into administration and how the services giant fell from grace, the first minister's warning about Reform UK, and Shell and Equinor's third quarter results. This week's episode features Energy Voice's Ryan Duff, Michael Behr, and Mat Perry as they give their two cents on the week's headlines. Up first, the trio discuss Petrofac's administration and delisting from the London Stock Exchange. The beleaguered Tier 1 firm ended last week on an uncertain note as TenneT ditched a deal on a European offshore wind farm, which ultimately brought to an end Petrofac's restructuring plans. However, this was just the straw that broke the camel's back; the firm has never recovered from scandal and bribery, or the costly contracts it signed around the COVID-19 pandemic. Next up, Michael tells us about John Swinney's punchy comments concerning Reform UK's renewable energy stance. The first minister claims that Scotland's renewables industry would be led to ruin under a Reform government, as he and Scottish Labour leader Anas Sarwar laid out their stalls for next year's Holyrood election. Finally, Mat rounds up Shell's third-quarter results as the London supermajor beats analyst expectations. This comes as the firm looks to offload its UK assets to a new independent joint venture with Equinor. Speaking of the Norwegian state-backed firm, its books didn't paint as positive a picture as Shell's. It was revealed that the assets held for sale to form the new North Sea player, Adura, had cost the firm $650 million. However, both European majors have held true to Adura opening its doors by the end of 2025.

Hva koster Norges medlemskap i Acer? Hvor mye hadde Norgesprisen gitt hver husholdning om pengene ble delt ut på den måten? Svarene får du i ukens Klimax.I denne ukens Klimax har vi sett nærmere på en del av spørsmålene som opposisjonen på Stortinget har sendt Finansdepartementet i forbindelse med behandlingen av statsbudsjettet. Dette er en meget god kilde til faktainformasjon, men forteller også mye om sakene partiene vil profilere.Frp er på jakt etter «grønn sløsing» og vil vite hva satsingen på karbonfangst og -lagring har kostet siden 2005. Svaret: 39 milliarder kroner, men også seks milliarder i inntekter.Senterpartiet er som kjent mot norsk deltakelse i EUs energibyrå Acer og vil vite hva kontingenten koster. Svaret: 6,7 millioner ved dagens valutakurs.Det er mange spørsmål om CO2-kompensasjon, Norgespris, og andre viktige saker. Fordelt per husholdning, ville pengene som går til Norgespris gitt nesten 6000 kroner til hver husholdning i Sør-Norge, har MDG fått vite.Utover statsbudsjettet snakker vi i denne ukens Klimax om Norsk klimastiftelses nye rapport om Equinor. Vi snakker om Strasbourg-dommen i klimasøksmålet, og om den nye rapporten «Klima i Norge» som forteller om klimaendringene i Norge frem mot år 2100.I denne ukens Klimax hører du:Anders Bjartnes, kommentator i Energi og Klima og redaktør for Norsk klimastiftelses utgivelser. Lars-Henrik Paarup Michelsen, daglig leder i Norsk klimastiftelse og konstituert redaktør for Energi og Klima. Kirsten Øystese, prosjektleder for Norsk klimastiftelses tilnull-prosjekt og ansvarlig for Energi og Klimas intervju-podkaster. Elise Mangersnes har vært teknisk ansvarlig. Podkasten er tatt opp 30. oktober.Lytt til Energi og Klima i Spotify, Itunes eller Podbean Hosted on Acast. See acast.com/privacy for more information.

The state of Arkansas is poised to be the next great lithium brine province. This week at the Arkansas Lithium Innovation Summit I interviewed Governor Sarah Huckabee Sanders along with Allie Kennedy Thurmond and Jason Muller from Equinor, Ashu Sharma from Aquatech and Jesse Edmondson of Standard Lithium.Topics:Why Arkansas?Angela's storyGoing downstreamNo DLE, no SmackoverUS policy gapsStockpile optionsBuilding value chainsThe Smackover Lithium cultureForce multipliersAquatech's businessProcess optimization Li-Pro & PearlWhat's next for the Summit?

In this episode of Energy Newsbeat Daily Standup, Stuart Turley breaks down why we're living through an energy addition, not a transition—as global demand for oil, gas, and coal continues to climb despite record renewable spending. He dives into Texas ERCOT's massive overbuild of nameplate capacity, BP's $25 billion Iraq investment as a geopolitical lifeline, Iraq's new LNG import deal, and major oil producers ramping output despite OPEC's challenges. Plus, updates on TotalEnergies' U.S. gas expansion and Equinor's Q3 profit drop, highlighting how “green transition” strategies have failed and traditional energy remains the cornerstone for investors. Subscribe to Our Substack For Daily Insights Want to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio Survey Need Power For Your Data Center, Hospital, or Business? Follow Stuart On LinkedIn:https://www.linkedin.com/in/stuturley/ andTwitter: https://twitter.com/STUARTTURLEY16 Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... andTwitter: https://twitter.com/mtanner_1 Timestamps: 00:00 - Intro00:08 - We Are in an Energy Addition, Not Transition06:21 - BP's New $25 Billion Investment in Iraq's Kirkuk Fields Is Far More Than an Oil Project—It's a Geopolitical Pivot07:59 - Iraq Secures First Floating LNG Import Platform Deal with U.S. Firm08:50 - Oil Giants Join OPEC in Boosting Production with Earnings Confirmations This Week12:28 - TotalEnergies Bolsters US Gas Presence with 49% Stake in Anadarko Basin Assets14:41 - Lower Oil Prices Hit Equinor's Q3 Profits and They Miss Analysts Estimates17:03 - Outro Links to articles discussed: We Are in an Energy Addition, Not TransitionBP's New $25 Billion Investment in Iraq's Kirkuk Fields Is Far More Than an Oil Project—It's a Geop…Iraq Secures First Floating LNG Import Platform Deal with U.S. FirmOil Giants Join OPEC in Boosting Production with Earnings Confirmations This WeekTotalEnergies Bolsters US Gas Presence with 49% Stake in Anadarko Basin AssetsLower Oil Prices Hit Equinor's Q3 Profits and They Miss Analysts Estimates

APAC stocks were predominantly in the green following the tech strength on Wall St, most indices extended to record highs.US President Trump said he had a great trip so far and expects to lower fentanyl-linked tariffs on China. China said to have made soybean purchase.European equity futures indicate a marginally lower cash market open with Euro Stoxx 50 future down 0.1% after the cash index closed with losses of 0.1% on Tuesday.USD is broadly firmer vs. peers with GBP still under pressure. AUD leads as hot Aus CPI dashes hopes of an RBA rate cut next month.Israeli planes launched strikes on Gaza City. US VP Vance said he thinks peace in the Middle East will hold despite skirmishes.Looking ahead, highlights US Pending Homes (Sep), FOMC & BoC Policy Announcements, US President Trump to meet South Korea's Leader, Fed Chair Powell & BoC's Macklem, Supply from UK, Germany & US.Earnings from Meta, Microsoft, Alphabet, Google, Starbucks, eBay, Verizon, Boeing, CVS, Caterpillar, Phillips 66, UBS, BASF, Mercedes-Benz, Deutsche Bank, Equinor, Santander, GSK & Airbus.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Norges desidert største selskap har lagt frem ferske kvartalstall. Blir det mer Smørbukk enn Bacalhau i Equinors fremtid? Kan vi samtidig få en overflod av gass i lang tid? Og hva er planene for havvind - både her og der? Med konsernsjef Anders Opedal i Equinor. Programleder Sindre Heyerdahl. Produsent Erik Holm-Nyvold. Ansvarlig redaktør Lars Håkon Grønning. Hør E24-podden der du hører podkast. Analyser, nyheter og innsikt i business og næringsliv. E24-podden ble i mai 2025 kåret til årets aktualitetspodkast under Medieprisene i Bergen.

UK diesel prices just jumped after fresh US/UK sanctions targeting Russian oil producers — and the knock-on could be big. In this week's UK Energy Show, we break down the two-tier oil market (sanctioned barrels stuck “on the water” vs freely traded supply), why diesel is the pressure point, and how Lukoil's asset sale and Petrofac's collapse play into UK energy, jobs, and prices. We also dig into North Sea politics (Rosebank & Jackdaw), the Tony Blair Institute's call to slow the 2030 clean-energy push, and why electricity stays high when gas is ~6p/kWh but power caps at ~26p/kWh. What you'll learnHow tougher secondary sanctions can squeeze legal supply and lift UK dieselWhy India's pivot to non-Russian barrels tightens the “free” marketThe real-world impact: pump prices, logistics costs, and your weekly shopLukoil (refinery sales) & Petrofac (administration): signals vs realitiesBrent vs dated Brent: the price that actually matters for North Sea flowsRosebank/Jackdaw economics, Equinor's role, and UK competitiveness #UKEnergy #DieselPrices #OilMarket #Sanctions #Lukoil #Petrofac #Brent #NorthSea #CostOfLiving #FuelHedging

Silva Green Fuel tror fremdeles Norge har en unik mulighet til å produsere biodrivstoff fra flis, kvist og bark. Men selskapet har dårlig tid. Uten nye investorer, er det kroken på døra. Norske klimagassutslipp har gått ned seks år på rad. Det er flere grunner til at utslippene synker. Vi elektrifiserer sokkelen. Vi elektrifiserer bilparken og vi blander inn stadig mer biodrivstoff i det fossile drivstoffet. Bruk av biodrivstoff er blant klimatiltakene som har bidratt mye til at utslippene synker.Fordelen med biodrivstoff er at all bruk av biodrivstoff teller som null utslipp i klimaregnskapet. Men biodrivstoff er på ingen måte problemfritt. Produksjonen av biodrivstoff fører til utslipp, nedbygging av natur og det kommer i konflikt med matproduksjon. Nesten alt biodrivstoff i Norge er importert. Mye kommer fra Kina og USA og er laget av frityrolje og slakteavfall. Det har vært et politisk mål at Norge skulle satse på egen produksjon av bærekraftig biodrivstoff fra skogsråstoff. For to år siden så det lovende ut. Norge hadde to store biodrivstoffprosjekter under utvikling. Det ene var Silva Green Fuel i Asker og det andre var Shell sitt Biozin-prosjekt i Åmli. Begge hadde en ambisjon om fullskala biodrivstoffproduksjon innen 2025/2026. Sånn gikk det ikke.Silva Green Fuel mener de har et unikt produkt, men trenger to år til med utvikling og de trenger minst én investor inn på eiersiden. Shell trakk seg ut i 2023. Equinor overtok lokasjonen i Åmli i 2024, men har rykket tilbake til start og en eventuell investeringsbeslutning kan tidligst tas i 2028/2029. Så hva har skjedd? Hva er status for det som var to veldig lovende biodrivstoffprosjekter for to år siden? Og kan Norge fremdeles ta en ledende posisjon i produksjon av biodrivstoff. Joakim Sværen, administrerende direktør i Silva Green Fuel, Magnus Frantzen Eidsvold, pressetalsperson i Equinor og Duncan Akporiaye, forskningsdirektør ved Sintef og leder ved FME-senteret Bio4Fuels er med i denne ukas podkastepisode om status for norsk biodrivstoffproduksjon. Hosted on Acast. See acast.com/privacy for more information.

EU-Kommis­sionen får grønt lys til dronemur og køreplan for forsvar. Mulig fusion mellem Equinor og Ørsted. Novo kan være på vej med endnu en nedjustering for 2025. Prisstigninger på varer i supermarkeder. Ambus vækstambitioner. Trumps blokering af Lisa Cooks fyring.   Vært: Trine Duvander (trine.duvander@borsen.dk)

NESTA EDIÇÃO. Governo passa a contar com R$ 5,7 bilhões adicionais em royalties no orçamento. Equinor avança na construção do gasoduto do projeto Raia. Mais de 500 mil clientes da Enel SP ficam sem luz com temporais. Alemanha e França cada vez mais alinhadas em relação a hidrogênio nuclear.

This is a '60 second sample' of the 'Protest against Rosebank' podcast recorded in London on Saturday the 6th of September 2025. Christian campaigner Judith Russenberger explains why she opposes the development of the Rosebank oilfield in the North Sea:   The complete podcast is below Produced by Bill shaw; Bill@BillShaw.plus.com

Facebooks Mark Zuckerberg, Apples Tim Cook og Bill Gates var blandt en håndfuld magtfulde amerikanske erhvervsledere, der torsdag storroste Donald Trump for rullende kameraer til en middag i Det Hvide Hus. Det er fin påmindelse om, at toppen af erhvervslivet har ædle principper, lige indtil det er politisk opportunt at have nogle andre, lyder det i studiet. Vi diskuterer også Ørsteds afgrundsdybe krise: Er der flere skeletter i skabet? Er Ørsted ved at blive opkøbt af den norske gigant Equinor? Til sidst kigger vi de skuffende amerikanske jobtal, der øger frygten for recession og samtidig øger sandsynligheden for en større rentenedsættelse end ventet. I studiet: Magnus Barsøe, Mikael Milhøj og Sara Sjølin. See omnystudio.com/listener for privacy information.

September is the season of Ceation in the Church Calendar.  But we are destroying Creation; average global temperatures have risen by over 1 degree Centigrade over the last two centuries; the summer of 2025 was the hottest summer on record in the UK. There are still plans to drill for more gas and oil, including in the Rosebank oilfield in the North Sea. Christian campaign groups, including Christian Climate Action, joined a demonstration against the Rosebank oilfield in London: Produced by Bill Shaw: Bill@Billshaw.plus.com

Analytikere spekulerer i at Equinor og Ørsted skal fusionere. Tryg fyrer 180 medarbejdere. ATP leverer stort overskud efter kritik. Danske topchef mener erhvervslivet skal deltage i Gaza-debat. Danmark tæt på at købe krigsskibe af Storbritannien. Kraft Heinz vil splittes op igen - Buffett synes det er en dårlig idé. Vært: Lasse Ladefoged (lasse.ladefoged@borsen.dk)  

Ørsted's US troubles deepen with a massive rights issue and political headwinds, while the Danish giant also exits Scotland's Salamander floating wind project. We cover the looming collapse of Maryland's 2.2GW offshore scheme and Mitsubishi's retreat from Japan offshore wind, alongside Germany's pivot from Chinese turbines to Siemens. In storage, GreenGo unveils financing plans for its 250MW MACSE pipeline, BayWa r.e. and Opdenergy secure landmark UK consents, and Gore Street faces pressure ahead of a crucial AGM.Interested in tickets for our Milan event or the awards show? Email conferences@inspiratia.com or buy them directly on our website.Reach out to us at: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratiaListen to all our episodes on Apple Podcasts, Spotify, and other providers. Music credit: NDA/Show You instrumental/Tribe of Noise©2025 inspiratia. All rights reserved.This content is protected by copyright. Please respect the author's rights and do not copy or reproduce it without permission.

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Philipp Vetter über Dr Peppers Übernahme von Jacobs Krönung, neuen KI-Zoff zwischen Musk und Apple und Verkaufs-Fantasie bei Puma. Außerdem geht es um Kering, Keurig Dr Pepper, Interactive Brokers Group, Walgreens Boots Alliance, JDE Peets, Mercedes-Benz, TotalEnergies, Sanofi, RWE, Allianz, Samsung, Siemens, Orsted, Equinor, Vestas, Nordex, Siemens Energy und GE Vernova. Die Tickets zum Finance Summit am 17. September bekommt ihr 40 Euro günstiger – aber nur mit dem exklusiven Code AAA2025, der ihr unter dem folgenden Link eingeben müsst: https://veranstaltung.businessinsider.de/BN5aLV Außerdem könnt ihr unter diesem Link euer Depot hochladen – und mit etwas Glück wird kein Geringerer als Christian W. Röhl euer Depot beim Summit checken und optimieren. https://form.jotform.com/Product_Unit/formular-finance-summit-depot-check Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Festen fortsetter på børsene. Hvorfor så god stemning? Og hva kan true den videre oppgangen? Samtidig sliter to av Oslo Børs' desiderte lokomotiver. Skal aksjene til Kongsberg Gruppen og Equinor videre ned? Med børskommentator i E24, Roar Valderhaug. Programleder Sindre Heyerdahl. Produsent Erik Holm-Nyvold. Ansvarlig redaktør Lars Håkon Grønning. Hør E24-podden der du hører podkast. Analyser, nyheter og innsikt i business og næringsliv. E24-podden ble i mai 2025 kåret til årets aktualitetspodkast under Medieprisene i Bergen.

NESTA EDIÇÃO. Revisão do plano de investimentos, retorno à distribuição e acesso à infraestrutura de gás: os destaques da entrevista da presidente da Petrobras ao energy talks. Equinor inicia adequações no campo de Peregrino, que teve produção interrompida pela ANP. Ataque ucraniano contra a Rússia afeta fornecimento de petróleo na Hungria. Governador de São Paulo critica renovação da concessão da Enel.

Allen discusses NextEra Energy's growth potential amid the new tax bill, Equinor's financial setback in US offshore wind projects, and Statkraft's strategic shift due to falling electricity prices. Additional highlights include Wisconsin's approval of its first long-duration energy storage project, Jupiter Bach's facility expansion in Florida, and record electricity prices in the US power auction. 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! US Renewable Energy Leader NextEra Energy says Trump's new tax bill will help the company grow despite concerns about renewable energy credits. The Florida energy giant told investors it can protect most of its wind and solar projects from losing tax credits under the One Big Beautiful Bill Act. NextEra President John Ketchum says the company is already building so many projects that it can lock in tax benefits through twenty twenty nine. Ketchum believes smaller energy companies will struggle to meet the new deadline of July fourth twenty twenty six. That will likely mean less competition and more business for NextEra. Of course, Wall Street analysts are skeptical. Analysts from Jefferies wrote there is a clear long-term challenge ahead for the company. NextEra has signed contracts for three point two gigawatts of new projects since April. And the company is also exploring nuclear energy and small modular reactors. Norwegian energy company Equinor is taking a nearly one billion dollar loss on its US offshore wind projects. The company reported a nine hundred fifty five million dollar impairment in the second quarter. Most of that money is linked to the Empire Wind project off New York and a marine terminal in Brooklyn. Equinor says regulatory changes in the United States have reduced future profits and increased costs for offshore wind projects. Despite the financial hit, Equinor says it is moving forward with Empire Wind One. The company also completed financing for two offshore wind projects in Poland. The company says it remains committed to growing its renewable energy business. Wisconsin regulators have approved the first long-duration energy storage project of its kind in the United States. Alliant Energy will build the Columbia Energy Storage Project using a new carbon dioxide battery system designed by Energy Dome. The project will provide enough electricity to power eighteen thousand Wisconsin homes for ten hours on a single charge. Raja Sundararajan from Alliant Energy says the project will strengthen the power grid and help meet growing energy needs. The Energy Dome system works by converting carbon dioxide gas into compressed liquid for storage. When electricity is needed, the liquid turns back to gas and powers a turbine. Currently Energy Dome has a system running in Italy. Construction in Wisconsin will begin in twenty twenty six and the project should be completed by the end of twenty twenty seven. The storage system is part of Alliant Energy's long-term plan to expand power generation with a balanced mix of energy sources. Norwegian energy company Statkraft took a three billion dollar hit on its wind power projects due to falling electricity prices. The company reported strong power generation in the second quarter but said lower prices in northern Norway and Sweden hurt profits. Statkraft President Birgitte Ringstad Vartdal says the company is refocusing its strategy after a period of high energy prices following the Russian war in Ukraine. The company is streamlining operations and focusing on fewer technologies and markets.

In this week's episode of Energy Transition Today we start with a breakdown of major European nuclear news: the sale of equity stake and financing strategy for Sizewell C in the UK along with Bulgaria's plans for expansion of its nuclear output.In the next part we discuss the debt package for Rezolv's onshore wind farm in Romania, the sale of bp's 1.7GW US onshore wind portfolio, Equinor's offshore wind impairment and OVO Energy's onshore wind repowering plans in the UK.On to funds news, we breakdown the structure of Macquarie's first Europe infra debt strategy and end on shareholder troubles brought on by declining share price of Gore Street Storage fund.Send us a textReach out to us at: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratiaListen to all our episodes on Apple Podcasts, Spotify, and other providers. Music credit: NDA/Show You instrumental/Tribe of Noise©2025 inspiratia. All rights reserved.This content is protected by copyright. Please respect the author's rights and do not copy or reproduce it without permission.

The Trump administration has canceled a conditional $5 billion federal loan guarantee for the Grain Belt Express — a massive transmission line project designed to carry power across four Midwest states. POLITICO's James Bikales breaks down why the administration pulled the plug, the political pressure behind the decision, and how it impacts America's power grid and push for artificial intelligence moving forward. Plus, Norwegian energy company Equinor says it's taking a nearly 1 billion dollar hit on its U.S. offshore wind projects. James Bikales is a reporter for POLITICO.  Josh Siegel is the host of POLITICO Energy and a congressional energy reporter for POLITICO.  Nirmal Mulaikal is the co-host and producer of POLITICO Energy.  Alex Keeney is a senior audio producer at POLITICO.  Gloria Gonzalez is the deputy energy editor for POLITICO.  Matt Daily is the energy editor for POLITICO. For more news on energy and the environment, subscribe to Power Switch, our free evening newsletter: https://www.politico.com/power-switchAnd for even deeper coverage and analysis, read our Morning Energy newsletter by subscribing to POLITICO Pro: https://subscriber.politicopro.com/newsletter-archive/morning-energy Learn more about your ad choices. Visit megaphone.fm/adchoices

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US President Trump announced trade deals with the Philippines, Indonesia and Japan, with the latter involving a USD 550bln investment in the US and 15% tariffs for Japanese goods.US stocks closed mixed with underperformance in tech, APAC stocks were mostly higher; Nikkei 225 outperformed.Japanese PM Ishiba is likely to announce resignation as early as this month, according to Yomiuri. Other reports suggest August-end. European equity futures indicate a positive cash market open with Euro Stoxx 50 future up 1.2% after the cash market closed with losses of 1.0% on Tuesday.DXY is flat, havens (CHF, JPY) lag G10 peers, antipodeans lead, EUR/USD remains on a 1.17 handle.Looking ahead, highlights include EU Consumer Confidence, US Existing Home Sales, Supply from UK, Germany & US.Earnings from VAT, Lonza, Equinor, Thales, Tesla, Alphabet, ServiceNow, IBM, Chipotle, GE Vernova, Freeport, AT&T, Thermo Fisher Scientific, Lamb Weston, Infosys, Moody's, CME & Hilton.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Jesse Edmondson and Arthur Orduña are playing key roles in shaping the future of lithium production and the broader battery supply chain in Arkansas. Together, they bring deep experience and a shared mission: to put Arkansas squarely on the global lithium map.In this episode, we discuss:Why major players like Exxon, Equinor, and Chevron have chosen Arkansas for their first lithium investmentsHow a small startup like Standard Lithium partnered with a Norwegian oil major—and why that collaboration makes strategic senseHow Arkansas is leveraging the Smackover Formation to build a full lithium-ion battery ecosystem through initiatives like the Arkansas Lithium Innovation Accelerator and other emerging programsWhy making cathode materials in Arkansas isn't just possible—it's practicalI also extend a direct invitation to Korean battery makers to partner for cathode production in ArkansasThis is a uniquely American story—about innovation, energy, and new beginnings in unexpected places.Stick around for Rapid Fire.

Unlike other state-owned oil giants like Saudi Arabia's Saudi Aramco or Norway's Equinor...Brazil's Petrobras was founded without meaningful oil reserves. Bit strange isn't it? But for decades, Brazilians believed that their country had oil. And they persisted in that belief despite words and data saying otherwise. And their faith was rewarded! Turns out there was oil in Brazil. It just wasn't on land. In this video, how Brazil learned to drill its deepwater oil.

What trade-offs will we need to make to achieve net zero? Listen to Jason Mitchell discuss with Alex Grant, Equinor UK Country Manager, about the state of the energy transition, the trade-offs that we are increasingly facing between security of supply, affordability and decarbonisation; and emerging energy technologies.

In April, the Trump Administration issued a stop order for the Empire Wind offshore wind project in New York, pushing the $5 billion project to the brink of collapse.  The project is being built by the giant Norwegian energy company Equinor.  When completed, the wind farm is expected to deliver enough electricity to power 500,000 […]

Nearly 150 days into President Trump's second term, the outlook for wind energy in the United States - particularly offshore wind - is increasingly bleak. Trump had pledged to end offshore wind development, and now the House Ways and Means Committee is proposing a phase-out of tax credits for renewables by 2031 - a move that would severely impact an already struggling wind sector (over on our sister podcast Energy Gang, we discuss the bill and what it means for renewables – check out that episode once you're finished here).Only three offshore wind projects have come online in US waters, with 4 GW currently under construction. In 2024, total wind installations reached a ten-year low at just 5.2 GW. By contrast, Europe has surged ahead, having built 35 GW of offshore wind capacity - ten times the US total – emphasising the stark differences in policy and financing frameworks.Still, there are glimmers of hope: President Trump recently lifted a stop-work order on a $5 billion offshore wind farm off the coast of New York, following lobbying from Governor Kathy Hochul. The project, led by Norwegian company Equinor, is expected to power 500,000 homes by 2027. However, with developer confidence sinking, experts warn that the stop-start nature of US policy continues to undermine long-term momentum in the sector. To forecast the next few years for wind in the US, host Sylvia Leyva Martinez – principal analyst at Wood Mackenzie – is joined by analyst Stephen Maldonado. They explore the policy and technology that's holding back deployment of offshore wind in the US.Plus, looking across the Atlantic to Europe, Sylvia talks to WindEurope CEO Giles Dickson, about the financing frameworks for wind in Europe.Sylvia, Stephen and Giles talk through the lessons for developers and financers: with uncertainty around tax credits and shifting policies, there may be a shift in resources to more advanced projects, putting early-stage ones on hold. Repowering old wind turbines is an option too; Giles explains how. And making use of domestic supply chain strengths is key – compared to solar, wind has more domestic supply chain support.Follow the show wherever you're listening to it now, and tell us what you think, we're on X and Bluesky @interchangeshowSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today we had a fantastic conversation with Daan Struyven, Co-Head of Global Commodities Research and Managing Director, Head of Oil Research, alongside his colleague Lina Thomas, Commodities Strategist, with Goldman Sachs. Daan joined Goldman in 2015 and previously co-led the Goldman Global Economics team as well as the firm's Canada Economics research effort. He holds a Ph.D. in Economics from MIT. Lina joined Goldman after earning her Ph.D. in Economics from Harvard, where she focused on safe-haven assets. We were thrilled to welcome these Ph.D. powerhouses for a deep dive into a topic we haven't yet explored on COBT – the gold markets and how they intersect with oil, gas, copper, interest rates, tariffs, geopolitics, central banks, structural market changes, and more. In our discussion, Lina provides a detailed overview of the historical inverse relationship between gold and interest rates, and highlights the unusual strength of the gold rally that began in 2022. She describes that the rally was triggered by the freezing of Russian central bank assets in February 2022, which prompted central banks, particularly those geopolitically aligned or close to Russia, to increase gold purchases to reduce reliance on politically vulnerable reserve assets. Lina explains that in addition to modest investor inflows, ongoing central bank demand has played a critical role in sustaining gold's price rise and discusses how geopolitical proximity is a key predictor of central bank gold buying. We explore Goldman's approach to estimating actual central bank purchases, which are underreported in official data, Russia's gathering of gold reserves ahead of its invasion of Ukraine, the effects of the war and subsequent sanctions, and how Russia rerouted its gold exports similar to its post-sanction oil trade. Daan outlines Goldman's copper market outlook, including their view on proposed copper tariffs, the anticipated supply deficit by 2026 due to limited investment in new projects, their copper price forecast, and the key short-term drivers influencing copper prices. We cover gold's unique role as a stock rather than a flow asset, with only about one percent of tradable gold coming from annual mine supply, why central banks favor gold over silver, Goldman's four structural investment themes (Dollar Diversification, Defense Spending, Disinvestment in Supply, and De-risking Energy Systems), the firm's crude oil outlook over the next year, and much more. We greatly appreciate Daan and Lina for sharing their time and perspectives. Mike Bradley opened the discussion by noting that “Trumpatility” has faded considerably, with the S&P 500 Volatility Index now trading near year-to-date lows. Ironically, this introduces some degree of risk as broader markets are now technically overbought. Moody's downgraded U.S. debt by one notch this past week but U.S. bonds and equities shrugged it off, mostly because U.S. bonds don't typically move on ratings changes, but more so on inflation and employment growth, while broader equities are driven mostly by forward earnings estimates. The U.S. dollar weakened slightly on the U.S. debt downgrade while Bitcoin and gold prices are trading near all-time highs, likely a reflection of growing U.S. debt levels. He wrapped up with a roundup of notable Energy & Electricity headlines, including: Blackstone Infrastructure's $11.5 billion acquisition of TXNM Energy; Strathcona Resource's $6 billion takeover offer for MEG Energy; Phillips 66's Proxy vote battle with Elliott (involving four board nominations); Trump's unexpected reversal of his recent shutdown of Equinor's Empire Wind 1 project off Long Island; and the recent decline in Permian oil rig count and the potential associated gas growth implications. Jeff Tillery also joined and peppered in his thoughts to the discussion. We hope you find today's discussion as insightful and interesting as we did. Our best to you all!

House Republicans' reconciliation package could undermine President Donald Trump's efforts to create a domestic supply chain for critical minerals and outcompete China. POLITICO's James Bikales breaks down the different ways the package could impact U.S. production of critical minerals. Plus, Senate Republicans will move this week to undo California's vehicle emission waivers, and the Trump administration announced it would allow Equinor's Empire Wind project to resume construction.  James Bikales is a reporter for POLITICO.  Nirmal Mulaikal is the co-host and producer of POLITICO Energy.  Alex Keeney is a senior audio producer at POLITICO.  Gloria Gonzalez is the deputy energy editor for POLITICO.  Matt Daily is the energy editor for POLITICO. For more news on energy and the environment, subscribe to Power Switch, our free evening newsletter: https://www.politico.com/power-switch And for even deeper coverage and analysis, read our Morning Energy newsletter by subscribing to POLITICO Pro: https://subscriber.politicopro.com/newsletter-archive/morning-energy Learn more about your ad choices. Visit megaphone.fm/adchoices

Laurent and Gerard sit down for an in-depth (and at times fiery) conversation with Ben Backwell, Chair of the Global Wind Energy Council (GWEC), to unpack the current state of the wind industry. Ben joins from Brazil, where preparations for COP30 are already underway.As GWEC has just released its flagship Global Wind Report 2025—a must-read for anyone serious about the energy transition—they reflect on wind power's progress. While the sector has continued to grow, it's been outpaced by solar and storage, grappling with supply chain bottlenecks, technical hurdles, and an all-out culture war driven by fossil fuel interests and political headwinds.The discussion covers the recent struggles of the U.S. offshore wind sector (recorded just before the devastating cancellation of Equinor's Empire Wind project, a move we, unfortunately, saw coming).We also dive into China's meteoric rise, now dominating two-thirds of the global wind market with players like Goldwind, Envision, Windey, and Mingyang—now surpassing Western stalwarts such as Vestas, Siemens Energy, and GE Vernova.Despite the noise and negativity—what Laurent refers to as “the enemies of freedom”—there's reason to stay hopeful. Wind remains a cornerstone of clean, secure, and locally sourced energy in many regions.Check out the full Global Wind Report 2025 from GWEC here: https://www.gwec.net/reports/globalwindreport

Watch The X22 Report On Video No videos found Click On Picture To See Larger PictureDoug Burgum halted offshore wind project near NY, Gov Hochul tries to fight back. Foreign investors are dumping stocks.IMF issues warning, Trump is destroying their system. Trump is getting ready to drill baby drill. The Art of the Deal is in action. The [DS] has lost the narrative on MS-13 who was deported. The question is why are the Ds and the fake news concerned about this individual, does he know where the bodies are buried? Scavino sends a message puts up a picture of the President of El Salvador playing chess. What is the objective, in the end it will be checkmate king.   (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); Economy Trump Admin Orders Halt To Offshore Wind Project Near New York Secretary of the Interior Doug Burgum said on April 16 that he had ordered a halt to the construction of a major wind project off the coast of New York “until further review.” Burgum, posting to the social platform X on Wednesday, said he had consulted with Commerce Secretary Howard Lutnick to direct the Bureau of Ocean Energy Management to “halt all construction activities” on Equinor's Empire Wind project. The Biden administration approved the project in 2023, with construction beginning last year. The interior secretary accused the former administration of “rush[ing] through its approval without sufficient analysis.” He did not provide further details on potential faults identified. “On day one, [President Donald Trump] called for comprehensive reviews of federal wind projects and wind leasing, and at Interior, we are doing our part to make sure these instructions are followed,” Burgum wrote in a follow-up post.   In response to the pause, New York Gov. Kathy Hochul said the project had already generated roughly 1,000 “good-paying union jobs” and is contributing to the state's economy. “This fully federally permitted project has already put shovels in the ground before the President's executive orders—it's exactly the type of bipartisan energy solution we should be working on,” Hochul wrote in a statement. “As Governor, I will not allow this federal overreach to stand. I will fight this every step of the way to protect union jobs, affordable energy, and New York's economic future.” According to the University of Maryland Center for Environmental Science, offshore wind farms “can be damaging to fish and other marine species” due to the noise and vibration from both the construction and operation of the wind turbines. Disturbing the sea floor during construction can also “affect plankton in the water column.” Source: zerohedge.com   https://twitter.com/KobeissiLetter/status/1912952517346070939  According to Apollo, foreigners own a massive $18.5 trillion of US stocks, or 20% of the total US equity market. Moreover, foreign holdings of US Treasuries are at $7.2 trillion, or 30% of the total. Investors from abroad also hold 30% of the total corporate credit market, for a total of $4.6 trillion. Foreign investors want out amid the volatility. IMF issues global economy warning The global economy is expected to grow more slowly this year and face higher inflation, the International Monetary Fund (IMF) has said, citing global trade disruptions and rising “protectionism.” Sweeping tariffs imposed by US President Donald Trump, which he says are focused on prioritizing domestic manufacturing and renegotiating trade deals in favor of the US, have caused a sharp rift with trade partners, including the European Union and China.