Podcasts about Equinor

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.

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.

Roger og Stian tar for seg fredagens brå korreksjon og diskuterer om fallet kan være starten på noe mer eller en fin kjøpsmulighet. De tar denne uken for seg Equinor som ukens aksje i Markedspuls.Agenda:(08:15) - Handelskrigens ekko(18:54) - EquinorFinansielle verdipapirer kan både øke og minke i verdi. Det er en risiko for at du ikke får tilbake pengene du har investert. Før du investerer i et fond bør du lese prospektet som er tilgjengelig hos fondsforvalter og nøkkelinformasjonen du finner på ordreleggingssiden og på fondets produktside på nordnet.no.

In this episode, we delve into the innovative work of Planck Technologies, a Norwegian startup revolutionising long-duration energy storage (LDES) through advanced materials and AI-driven solutions. Episode Highlights: Discover how Planck Technologies uses AI and computational chemistry to accelerate material discovery for smarter energy storage and deliver tailored solutions for each client.  Hear how working at a major energy company Equinor revealed many new materials are not built for commercial use and Planck is creating solutions that work in the real world Favourite quote: ‘We need to really remind ourselves that we are the ones who are the architects of our own life' Maryam, CEO Learn more about Planck Technologies https://planck-tech.no/ Connect with the Maryam, Founder and CEO https://no.linkedin.com/in/maryam-ghadrdan-phd-18a7a310  Learn more about INAM, the organization behind this podcast www.inam.berlin    Track: Coastline — Ason ID [Audio Library Release] Music provided by Audio Library Plus  

Det seier Anne Karin Sæther i Norsk klimastiftelse i denne episoden av Klimax, der energitryggleik er eitt av hovudtemaa. Vekas antiklimaks går for øvrig til ein tidlegare Høgre-statsråd.Dei siste vekene sine droneobservasjonar i Danmark og fleire andre europeiske land har skapt frykt og avdekt sårbarheiter. Kva er det eigentleg vi står overfor – og er klimaomstillinga blitt eit sidespor i debatten om energitryggleik?Panelet diskuterer òg utspela frå Equinor-toppen Torgrim Reitan om at ingen olje skal bli liggjande att på norsk sokkel dersom Equinor får bestemme. Men kva er det statens oljeselskap eigentleg fryktar at det nye Stortinget kan finne på?Panelet kjem òg med tilrådingar til korleis det nye Stortinget bør forhalde seg til Norgespris, som tredde i kraft 1. oktober.Som alltid vert episoden avslutta med kåringa av vekas klimaks og antiklimaks.Med i denne podkasten er:Anne Karin Sæther, prosjektleiar i Norsk klimastifting Lars Holger Ursin, redaktør og forskingsformidlar i Norsk klimastifting Lars-Henrik Paarup Michelsen, dagleg leiar i Norsk klimastiftingFinn kjelder og relevante lenker på energiogklima.no/podkast Hosted on Acast. See acast.com/privacy for more information.

«Equinor stiller med 96 lag til Energistafetten: Denne gjengen går for seieren», skrev Aftenbladet noen dager før stafetten. Noen dager senere sto de på pallen med pokalen over hodet. En stor suksess for laget, men en enda større suksess for bedriften.Av Equinors drøyt 4500 ansatte i Rogaland stilte nærmere 1000 til start da Energistafetten ble arrangert tidligere i år. Det er sterk bedriftskultur.I denne episoden tok vi turen til kontorene på Forus for å prate med lederen av Equinors bedriftsidrettslag, Sindre Ræstad, og medlem av vinnerlaget, Bjørn Landråk. Sammen gir de oss et innblikk i hvordan Equinor jobber med fysisk aktivitet internt.Vi snakker om hva som ligger bak engasjementet, hvilke gevinster de ser hos ansatte, og hvorfor dette handler om mer enn bare mosjon. Det handler om arbeidsmiljø, trivsel og fellesskap.Men vi ser også framover: Hva kan gjøres enda bedre? Hvordan kan man nå bredere ut, også til de som ikke allerede er aktive? Og hvordan kan man bygge en enda sterkere kultur for helse og bevegelse i en stor organisasjon?En stor takk til Equinor som åpnet dørene sine for oss, som delte om arbeidet internt hos energigiganten, og ikke minst som serverte Kalle vaniljekremfylte croissanter.God lytting!Podkasten er sponset av:

We discuss some major West of Shetland updates and the Labour Party conference, while the World Bank offers its two cents on flaring. This week features Energy Voice's Ryan Duff, Mathew Perry, and Floyd March. Kicking things off, Ryan discusses Serica's takeover of the Lancaster field, the Greater Laggan Area (GLA) and the Shetland Gas Plant. This £19 million deal sees the firm deliver on its merger and acquisition (M&A) ambitions at a bargain price. On the same morning as news broke about the UK's latest M&A deal, Shell announced that it had kicked off production at Victory, which utilises GLA infrastructure. We'd be remiss to not mention Equinor resubmitting the environmental impact assessment for Rosebank, something Mat gave us all the details about. Long story short, it's all kicking off in the West of Shetland region. Next up, our editor Mark Selby spoke with Zubin Bamji, manager for the World Bank's Global Flaring & Methane Reduction (GFMR) Partnership. The pair discussed the World Bank's progress to date in tackling the underlying issues around flaring and the likelihood of hitting the 2030 target while on the show floor of Milan's Gastech conference. Finally, Floyd gets us caught up with all things energy from the Labour Party conference, however, it appears Keir Starmer was more interested in fighting the growing support for Reform. That being said, a fracking ban was announced by Ed Miliband, something that is sure to rile up Farage.

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)

Hva sa statsminister Støre egentlig om Trumps antiklimatale i FN? Og: Nå kan du bestille Norgespris, men hva kan den føre til? Det er noen av temaene i ukens Klimax.Kokko! Det er det statsminister Jonas Gahrs Støre mener om president Donald Trumps tale til FN denne uken, men han er diplomat og bruker andre ord. Det er redaktør Anders Bjartnes analyse av Støres reaksjon på Trump. Trumps bisarre tale – der han blant annet avfeide at klimaendringer er en utfordring - er et av temaene i Klimax denne uken.Klimax-panelet diskuterer også at den amerikanske oljegiganten ConocoPhilips har skrevet brev til det norske Energidepartementet der amerikanerne sier at det å elektrifisere oljefeltene Heidrun og Grane på norsk sokkel, det vil de ikke være med på. Det blir for dyrt. Dette er to planlagte elektrifiseringsprosjekt ledet av Equinor i lisenser der også ConocoPhilips er deleier. Har amerikanerne et poeng? Vil de be Trump om hjelp om de ikke får gehør i Norge?Og: Nå kan folk bestille Norgespris. Er det lurt? Hvilke konsekvenser kan Norgespris få, og for hvem?Det og mere til får du i ukens utgave av Klimax som har hatt følgende panel:  Anders Bjartnes, ansvarlig redaktør for Energi og Klima og utgivelsene til Norsk klimastiftelse, Lars Ursin, Journalist/redaktør, forskningsformidling, og Anne Jortveit, nestleder i Norsk klimastiftelsePodkasten ble tatt opp torsdag 25. september. Lenke til omtalte saker og nyttig bakgrunn:Skisenteret kollapsa (NRK, 20. september 2025).Støre etter Trump-tale: –⁠ Sterkt uenig (VG, 23. september 2025).Klimakrisen skaper uro blant barn (Nationen, 24. september 2025).Barn etterlyser mer klimakunnskap (CICERO Senter for klimaforskning og Redd Barna, 12. august 2025). Hosted on Acast. See acast.com/privacy for more information.

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

Noruega puso en marcha el primer servicio de almacenamiento geológico del CO2. Varios países invierten cientos de millones de dólares en esta tecnología de captura y almacenamiento de CO2 para hacer algunas industrias más verdes. Pero los obstáculos financieros y técnicos aún plantean serias dudas sobre la eficacia de este método que algunos presentan como una solución para luchar contra el cambio climático.   A finales de agosto, Northern Lights, el primer servicio comercial de transporte y almacenamiento de CO2 en el mundo inició sus operaciones en Noruega. Funciona de la siguiente manera: una cementera alemana capturó el dióxido de carbono que sale de las chimeneas de sus fábricas, luego es convertido en gas licuado, transportado en barcos a la terminal de Bergen en Noruega y finalmente inyectado por tuberías a 2600 m de profundidad en las capas geológicas de las costas noruegas. Este método, llamado secuestro y almacenamiento de carbono, CCS en inglés, busca capturar 5 millones de toneladas de CO2 anualmente, para evitar que este gas sea liberado a la atmósfera.   Varios sectores industriales y países industrializados invierten millones de dólares en esta tecnología que consideran como prometedora para limitar las emisiones de Co2, principal gas de efecto invernadero, y así luchar contra el cambio climático. “Se pone unas instalaciones en las instalaciones industriales que generan humos en los que se encuentra el CO2, se recoge ese humo, se separa el CO2 y ese transporta hasta un lugar geológico adecuado donde se va a almacenar de forma permanente. De esta manera, lo que hacemos es evitar que este CO2 se vaya a la atmósfera”, explica Paula Canteli, ingeniera de minas, Instituto Geológico de España.  Esta tecnología está destinada principalmente a “estas industrias que generan CO2 con absoluta independencia del combustible que utilizan.  Es un CO2 que se produce en el propio proceso industrial. El ejemplo más sencillo es en la industria cementera, donde se coge la roca caliza, se mete en un horno y entonces se rompe la molécula generando ese CO2 que queremos capturar y almacenar. Ocurre en otras industrias, como en la siderúrgica, en las acerías o en el vidrio, por ejemplo", detalla Paula Canteli.  Tanto en Europa como en Estados Unidos, han surgido también varios proyectos para captar las emisiones de CO2 de plantas a carbón. Sin embargo, muchos de estos proyectos fueron cancelados, quedaron a la etapa de proyectos piloto, o generaron gastos públicos descomunales con pocos resultados apuntaba en 2022 el Institute for Energy Economics and Financial Analysis (IEEFA).  La infraestructura de captacion y almacenamiento de Northern Lights, conformado por tres empresas energéticas (TotalEnergies, Equinor y Shell), busca entonces recuperar el CO2 de industrias europeas para almacenarlo a 2600m de profundidad bajo el lecho marino. “Es muy prometedora y además muy necesaria, porque para ciertas industrias no hay ninguna otra solución que contribuya al cambio climático”, asegura Paula Canteli.  Escuche la entrevista completa: Riesgos de fuga  La tecnología CCS no está exenta de riesgos. En un informe de 2005, el panel intergubernamental de expertos sobre cambio climático, IPCC, recordaba que almacenar el CO2 en capas geológicas presenta riesgos de fuga. Una fuga masiva de Co2 seria no solo tóxica sino también dramática para el clima. El almacenamiento de millones de toneladas CO2 en dos campos de gas offshore de Noruega, Sleipner y Snovit demostró que el CO2 liquido puede desplazarse de manera imprevista en las capas geológicas.  Pero el principal obstáculo para el desarrollo de la captura y el almacenamiento del Co2 es su altísimo costo y muchos proyectos de este tipo recibieron millonarios subsidios de los gobiernos. En Europa, por ejemplo, los proyectos de captura de carbono permitirán capturar 50 millones de toneladas de Co2 al año, en lugar de 2 millones de toneladas actualmente. Según la Agencia internacional de la energía, se necesitaría secuestrar cada año al menos 100 veces más CO2 anualmente si queremos cumplir con el acuerdo de París. Una cifra de momento irrealista dado las inversiones multimillonarias que esto necesitaría para construir las infraestructuras de captación del co2 en plantas eléctricas y fábricas y para edificar miles de kilómetros de carboductos.  Un informe reciente publicado en la revista Nature, indica además que el mundo tiene muchos menos lugares para almacenar de forma segura el Co2 de lo que afirmaba la industria. 'Nuestros hallazgos dejan en claro que es una herramienta limitada para luchar contra el cambio climático" concluyen los autores del estudio.  Escepticismo de las ONG Las ONG ecologistas que defienden el clima por su parte son muy escépticas en cuanto a la captura y almacenamiento de carbono. En 2021, más de 500 organizaciones llamaron a los responsables políticos a rechazar la captura y el almacenamiento de CO2. “Es muy difícil valorar o garantizar una completa estanqueidad de los depósitos y que eso no venga fugándose”, advierte Javier Andaluz Prieto, coordinador de asuntos de clima y energía en la ONG Ecologistas en Acción (España).  El activista duda además de la eficiencia real de la captura de Co2 en materia de mitigación de las emisiones de Co2: “Nadie está haciendo una valoración completa del ciclo integral y de las emisiones asociadas a este método de captura. Porque si a las emisiones que ya producen industrias hay que sumar las emisiones asociadas al transporte en barco hasta Noruega o las emisiones asociadas a todo el proceso de mantenimiento y construcción de almacenamiento geológico en profundidad, probablemente las cuentas no salgan tan bien y no se observen unas reducciones tan elevadas”, apunta, entrevistado por RFI.  A pesar de las dudas sobre la factibilidad de este método, la Unión Europea financia 26 proyectos de captura y almacenamiento por un costo de más de 4 mil millones de euros de inversiones. Las ONG ambientalistas y los climatólogos indican que, para luchar adecuadamente contra el cambio climático, la prioridad es reducir el uso de combustibles fósiles, principal fuente de gases de efecto invernadero que tenemos que recortar en un 42% de aquí a 2030 si queremos evitar las consecuencias dramáticas del calentamiento global qua ya estamos viviendo. Entrevistados:  Paula Canteli, ingeniera de minas, Instituto Geológico de España  Javier Andaluz Prieto, coordinador de asuntos de clima y energía en la ONG Ecologistas en Acción (España). 

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

Ørsted skal nu på jagt efter 60 milliarder kroner. Nogle af dem kommer fra norske Equinor, der allerede ejer 10 procent af Ørsted. Men skal de eje mere ude i fremtiden? Skal danske Ørsted og norske Equinor måske fusionere? Vi tager temperaturen på det skæbneefterår, som Ørsted ser ind i. Vi skal også et smut til Kina med Danfoss. Der har været fuld smæk på åbningsceremoni af ny fabrik - vi tager med. (Og så tager vi også et lille sidespring til K-poppens verden). Til sidst ringer vi til den midlertidige direktør for Coloplast Lars Rasmussen. Vi skal høre om den nye strategi - men også hvornår vi kan forvente en ny direktør? Eller om Lars bare tager den selv? Vært: Ulrik Rosenkvist Schultz. Fast gæst: Sune Aagaard. Medvirkende: Jacob Pedersen, aktieanalysechef hos Sydbank og Lars Rasmussen, midlertidig direktør hos Coloplast.

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)  

Equinor gikk «all in» i Ørsted, amerikanerne går «all in» i aksjemarkedet. Kanskje det ikke er grunn til å frykte september likevel?Det snakker vi om i ukens episode av Finansredaksjonen, en podkast som lages av oss i DN. Ukens episode er todelt, først må vi snakke om utviklingen i Equinor vs. Ørsted-saken, og så må vi igjen besøke USA, for der er det rett og slett fortsatt full fest i aksjemarkedet, tross tollbråk, svakere vekst i økonomien, og Donald Trumps angrep på sentralbanken.Hør episoden her.Men selv om aksjemarkedet har fest, så finnes det to kraftige festbremser. Den ene er langsiktige obligasjonsrenter (de er høye, men ikke av de «riktige» årsakene). Den andre er gullprisen som er investorenes trygge havn når de synes aksjemarkedet er for risikabelt. Gullprisen har steget fra under 2000 dollar til 3500 dollar per unse de siste to årene. Hosted on Acast. See acast.com/privacy for more information.

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.

Equinors investering i havvindselskapet Ørsted har aldri sett spesielt bra ut, men nå – nå – ser den helt elendig ut.Det er et snaut år siden Equinor kjøpte seg inn i det danske havvindselskapet Ørsted. En investering som markedet mislikte så mye at de sendte aksjekursen ned med like mye som Equinor hadde betalt for Ørsted-aksjene. Og siden er det gått fra vondt til verre. Først annonserte Ørsted helt uventet en kjempeemisjon på 60 milliarder danske kroner tidligere i sommer, før Donald Trump mandag denne uken bestemte at Ørsteds havvind-prosjekt Revolution Wind utenfor New York måtte stenges ned. Begrunnelsen? Trump liker ikke vindkraft. Hva betyr dette for Equinor? Hosted on Acast. See acast.com/privacy for more information.

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.

NESTA EDIÇÃO. Consulta pública vai aperfeiçoar critérios para as áreas destinadas à geração eólica no mar. MME autoriza a primeira renovação de contrato entre as distribuidoras de energia. Ibama emite licença para gasoduto do Projeto Raia, da Equinor. Índia antecipa meta do Acordo de Paris e chega a metade da matriz elétrica com uso de fontes não-fósseis.

In this episode, I speak with Trond Knutsen Hundsnes, Head of Early Phase and Subsurface Capital Decommissioning Projects at Equinor. For those of you navigating leadership, project portfolios, or trying to understand how to build a meaningful engineering career—this episode offers practical examples of how to do just that.What struck me most was how Trond balances risk, trust, and team empowerment across some of the most complex projects in the Norwegian Continental Shelf. Whether you're a graduate engineer, mid-career, or in a leadership role, you'll likely relate to the questions he raises about timing, motivation, and how to manage constant change in the energy sector.We talk about:How to lead change across a mature asset base while keeping people motivatedWhy early-career engineers shouldn't rush progressHow broad technical exposure helps you ask better questions as a leader

In this episode of the Energy News Beat Daily Standup, Stuart Turley breaks down how Trump's $1.2 trillion “Big Beautiful Bill” guts clean energy incentives, slashing EV tax credits and accelerating wind and solar phaseouts. Meanwhile, AI-driven data centers are fueling a $212 billion utility investment boom, but equipment shortages loom. Big Oil eyes a $1.2 trillion CCUS surge, though boards may resist as Trump moves to reclassify CO2. Spain's grid blackout sparks record spending, yet stability concerns remain. Finally, Equinor's Arctic oil discovery signals new geopolitical energy plays amid shifting global trade alliances.Highlights of the Podcast 00:00 - Intro01:08 - Clean Energy Gutted in Last-Minute Rewrite of Trump's $1.2T Senate Tax Bill04:19 - Unprecedented Utility Investment Opportunity Driven by AI and Data Centers06:41 - Is Big Oil Ready to Invest $1.2 Trillion? WoodMac Predicts CCUS Surge, but Investors and Boards May Disagree09:15 - Spain Grid Operator Commits to Record Investments to Stabilize Grid After Monumental Blackout11:58 - Norway's Equinor Makes a Massive Oil Discovery in the Arctic14:14 - OutroPlease see the links below or articles that we discuss in the podcast.Clean Energy Gutted in Last-Minute Rewrite of Trump's $1.2T Senate Tax BillUnprecedented Utility Investment Opportunity Driven by AI and Data CentersIs Big Oil Ready to Invest $1.2 Trillion? WoodMac Predicts CCUS Surge, but Investors and Boards May DisagreeSpain Grid Operator Commits to Record Investments to Stabilize Grid After Monumental BlackoutNorway's Equinor Makes a Massive Oil Discovery in the ArcticFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas InvestingNeed Power For Your Data Center, Hospital, or Business?– Get in Contact With The Show –

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.

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 […]

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Philipp Vetter über Licht am Ende des Tunnels bei Bayer, Personalfrust bei der Telekom und den Deutschland-Besuch des Nvidia-Chefs. Außerdem geht es um Rheinmetall, Siemens Energy, T-Mobile US, Lockheed Martin, GameStop, Tesla, Starbucks, Alphabet, Chevron, Equinor und Eni. 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. Außerdem bei WELT: Im werktäglichen Podcast „Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. +++ 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

This week on the podcast, we discussed Jackie's recent visit to St. John's, Newfoundland and Labrador, to attend the Energy NL conference. Energy NL is the province's energy supply and service sector association, which annually hosts the province's flagship conference on conventional and clean energy. This week, Charlene Johnson, Chief Executive Officer of Energy NL, joins the podcast to explore Newfoundland and Labrador's energy potential and the discussions at the conference. Among the topics covered were potential nation-building projects, such as the Churchill River hydroelectric development—a joint $33 billion potential initiative by Newfoundland and Labrador Hydro and Hydro-Québec that aims to add nearly 4 GW of new electricity generation capacity on the river. Another significant project discussed was Equinor's Bay du Nord offshore oil development, which could open a new offshore basin 500 km off the coast of Newfoundland. In addition to covering the conference highlights, Jackie and Peter recapped the past week's events, including the constructive First Ministers' meeting in Saskatoon on June 2nd. During this meeting, Prime Minister Carney outlined the criteria for nation-building projects. Furthermore, on June 6th, the Carney government tabled new legislation, “Bill C-5: One Canadian Economy: An Act to enact the Free Trade and Labour Mobility in Canada Act and the Building Canada Act.” The goal is to pass the bill into law by Canada Day. Content referenced in this podcast: Visit Peter Tertzakian's art show at the Elevation Gallery in Canmore, “Persistence, Obsolescence and Renewal: A Visual Inquiry Into the Lifecycle of Energy Infrastructure.” Alberta Electricity System Operator (AESO) approach to extensive load connections (Data Centres), June 4 Avik Dey, President and CEO of Capital Power, LinkedIn post regarding AESO's approach to data centre development, June 4 Prime Minister of Canada Office, “First Ministers' statement on building a strong Canadian economy and advancing major projects,” June 2 “Bill C-5: One Canadian Economy: An Act to enact the Free Trade and Labour Mobility in Canada Act and the Building Canada Act,” tabled June 5 “Insiders say Mark Carney could compromise on the emissions cap,” Toronto Star, June 6 Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ Check us out on social media: X (Twitter): @arcenergyinstLinkedIn: @ARC Energy Research Institute Subscribe to ARC Energy Ideas PodcastApple PodcastsAmazon MusicSpotify 

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.

In this episode of Uptime News, Allen covers leadership changes at Eneco, historic renewable energy deals in Poland, strong support for wind energy in Ireland, and a surge in American clean energy investment. 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! Welcome to Uptime News. Flash Industry News Lightning fast. Your host, Allen Hall, shares the renewable industry news you may have missed. Allen Hall: Leading off the week, there's a leadership change at a major European energy company. As Templeman is stepping down as CEO of Dutch Energy firm, Eneco on August 1st. Templeman is leaving to become the new chief executive of lighting company, signify in September. Eneco says Kees Jan Rameau will serve as interim CEO starting July 4th. The company's board has already started searching for a permanent replacement. Templeman joined an Eneco as CEO in July of 2020. The supervisory board chair Mel Kroon says Templeman led the successful launch of the company's one planet plan before Eneco. Templeman held senior positions at Shell across [00:01:00] Asia, Europe, the Middle East, and Africa. Over in Poland, energy companies have closed one of the largest renewable energy deals in European history. Norwegian firm, Equinor, and Polish company, Polenergia, have secured 6 billion euros in financing for two offshore wind projects. That's about $6.8 billion. The companies say it's the largest project finance deal in Poland's energy history. The Baltic two and Baltic three Wind Farms will feature 100 turbines with a combined capacity of 1.4 gigawatts. Polenergia, CEO Adam Purwin says they have secured financing from around 30 institutions. He says The company's obtained exceptionally favorable terms despite challenging market conditions, construction has already begun. Onshore marine operations will start next year. The wind farms should begin full commercial operation in 2028, and they'll provide power to more than 2 million [00:02:00] Polish households. And Irish citizens are showing strong support for wind energy development. A new national survey by Wind Energy Ireland found 80% of the public supports wind energy development, 62% back having a wind farm in the local area. The survey found people support wind energy because it offers more affordable electricity and reduces carbon emissions. Energy independence was also a key motivator. CEO. Noel Cunniffe says, Irish people know wind power is the leading solution to rising energy costs and climate change. He says, wind power is already helping reduce electricity prices and create jobs. 75% of those surveys support offshore wind energy. 82% recognize its role in securing Ireland's energy supply. Research shows Ireland's offshore wind farms could generate 38 billion euros for the Irish economy by 2050. And American clean energy investment continues to surge. The American [00:03:00] Clean Power Association says developers installed 7.4 gigawatts of new solar, wind and storage capacity in the first quarter. That represents $10 billion in domestic investment. The trade group says it was the second strongest start to a year on record. Battery storage achieved record first quarter installations surpassing 30 gigawatts of total capacity nationwide. The development pipeline grew 12% to reach 184 gigawatts. That represents $328 billion in potential project investment. CEO. Jason Grumet says, clean power is shovel-ready at scale. He says the industry has a technology. Investment capital and workforce needed. Grumet warns that the greatest threat to reliable energy is an unreliable political sys...

GLOBAL TRADE, COMMERCE, & SHIPPING – THE CHARTERERS’ PERSPECTIVE Moderator: Mr. Andy McKeran, Chief Commercial Officer – Lloyd's Register Panelists: • Ms. Emma Roberts, VP, Maritime and Supply Chain Excellence – BHP• Ms. Heidi Aakre, Vice President, Shipping – Equinor• Ms. Marie-Caroline Laurent, Group Senior Vice President, Head of Government Affairs & Maritime Policy – Mediterranean Shipping Company S.A. (MSC)• Mr. Rodrigo Bermelho, Director, Global Head of Shipping & Distribution – ValeHosted by Capital Link & DNV The Forum took place within the context of Nor-Shipping 2025, which brought together maritime leaders from all over the world. Monday, June 2, 2025 Clarion Hotel The Hub - Oslo, NorwayView More: https://shorturl.at/1zh3x

In this episode, the team analyses the prominent hydrogen and offshore wind developments in the first half of May. We go over the grant award under European Commission's second hydrogen bank auction which also included a provision for the use of hydrogen derivative as bunker fuel, a first under this mechanism.In not so positive news for the sector, hydrogen refuelling stations operator Hynion's Swedish subsidiary filed for bankruptcy citing challenging market conditions.Staying in the region, the team breaks down the future of the offshore wind sector in Sweden and the potential for the re-launched floating offshore wind tender in Norway.We also go over the reasons behind Netherlands' decision to reduce the target capacity for its upcoming offshore wind tender and round off the discussion with the Equinor's offshore wind woes in the US.Hosted by:Maya Chavvakula – Head of NewsNatalie Bannerman – Senior ReporterMathilde Dorbessan – Junior ReporterReach 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.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.

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

  In the current landscape of geopolitical volatility and policy uncertainty, we're hearing stakeholders use the term “back to basics” to describe their approach to sustainability. In this episode of the All Things Sustainable podcast, we bring you interviews with three speakers from the annual S&P Global Sustainable1 Summit who describe how businesses are navigating this environment.   We sit down with Jessica Fries, executive chair of accounting for Sustainability (A4S), a not-for-profit that works with finance leaders to drive resilient business models and achieve a sustainable economy. She explains how financial decisionmakers are balancing near-term financial pressures with longer-term sustainability goals.   “We don't see business leaders and finance leaders backing down from those long-term goals. I think everyone is very clear of the consequences of a failure to act with the kind of scale and speed that we need on climate and nature,” she says.  We talk to Min Guan about how some companies are taking a pragmatic approach to balancing different energy sources and supply chains in the transition to a low-carbon economy. Min is head of systems insights at the Energy Transitions Commission, a global coalition of leaders across business, finance and the NGO space committed to reaching net-zero by 2050. She is also a director at sustainability consultancy and investment firm Systemiq.  And we hear directly from an energy company grappling with this balancing act in an interview with Alex Grant, UK country manager for Norway-based Equinor. The company is the largest supplier of energy to Europe and has a portfolio that includes oil and gas, renewables and low-carbon solutions. Alex calls net-zero by 2050 the company's “guiding star” but says the path won't be straightforward.    “The energy transition is going to be bumpy,” he says. “What does that mean in practicalities? It means investing across the energy space.”  Listen to podcast coverage of the 2025 CERAWeek conference hosted by S&P Global here: https://www.spglobal.com/esg/podcasts/energy-transition-discussions-shift-to-pragmatism-amid-policy-uncertainty   Learn more about the S&P Global Sustainable1 Summit in Singapore June 26, 2025: https://www.spglobal.com/esg/events/sustainable1-summit-2025     Learn more about S&P Global's Energy Transition data here: https://www.spglobal.com/esg/solutions/energy-transition?utm_source=All+Things+Sustainable+podcast&utm_medium=libsyn&utm_campaign=HSBCS1Summit&utm_id=All+Things+Sustainable+podcast   This piece was published by S&P Global Sustainable1 and not by S&P Global Ratings, which is a separately managed division of S&P Global.    Copyright ©2025 by S&P Global           DISCLAIMER     By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.     S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.

One of the largest offshore wind energy projects in the United States could be cancelled in the coming days unless the Trump administration lifts its stop-work order – potentially the first big casualty in President Donald Trump's war against America's offshore wind energy industry. Ben Storrow from POLITICO's E&E News breaks down why the company backing the project, Equinor, is considering cancelling it and what that would mean for the industry at large. Plus, Senate Republicans are pushing back on the House GOP's proposed rollback of Democrats' clean energy credits and say there will have to be changes to earn their support. Ben Storrow is a reporter for POLITICO's E&E News. 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.