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    雪球·财经有深度
    3066.石油投资的20个常见问题(上)

    雪球·财经有深度

    Play Episode Listen Later Dec 6, 2025 14:27


    欢迎收听雪球出品的财经有深度,雪球,国内领先的集投资交流交易一体的综合财富管理平台,聪明的投资者都在这里。今天分享的内容叫石油投资的20个常见问题,来自亲爱的阿兰。1:电动车越来越多,会减少石油公司的利润吗?这个问题得拆开看,石油都用在哪里,电动车替代的到底是哪一块。现在全世界每天大概用掉一亿桶石油,真正烧在私家车油箱里的那部分大致只占三成左右。剩下七成是柴油卡车、工程机械、航空煤油、船舶燃料和化工原料。这些场景里,有些技术路线已经看得见了,比如重卡电动化、船舶用液化天然气或甲醇,有些还在试验阶段,但无论哪一条,都离短期全面替代还有很远的距离。就算只看乘用车,电动车对石油需求的影响也比很多人想象的温和得多。短视频里天天刷到的是电动车新车销量的渗透率,很多国家新车里新能源占比已经20%甚至更高。但路上跑的却是过去二三十年卖出去的全部车,一辆车从买来到报废要十几年,全球车队更新一轮往往要更长时间。根据2023到2024年各家机构的估算,电动车目前替代的石油需求大概在几十万到一两百万桶每天,占全球总需求的1%-2%左右。今天的现实是,电动车让石油需求的增速从3%降到1%,总需求还在缓慢增长。更关键的是供给端的行为变化。经历了2014年和2020年两次惨痛教训之后,无论是国际油公司还是美国页岩厂商,都被股东按着头上了一课。盲目砸资本开支、追求产量增长,最后的结果就是油价崩盘、资产减值。于是这两年需求端在被电动车一点点蚕食,供给端也在被ESG要求、利率上升和股东压力慢慢收紧,两边的力量在相互抵消。所以更准确的说法是,电动车会压低油价的天花板,让那种长期超过100美元的超级牛市变得更罕见。但只要全球每天还在用掉接近一亿桶石油,成本曲线和财政约束在那里,油价就很难长期躺在让所有人都亏钱的位置。电动车改变的是趋势的斜率,改变不了基本的供需框架。2:为什么油价最近总在60美元附近筑底?眼下这个60美元中枢有其内在逻辑,是几个关键力量拉扯后的结果。先看美国页岩油的成本结构。按照美联储达拉斯分行每年对页岩公司的问卷调查,老井继续生产覆盖运营成本大概需要30到40美元的W T I,但要算上新井投资、折旧和合理回报,大多数公司要看到60多美元才觉得这钱花得值。简单说,60美元是老井很舒服但新井不算太香的价位,不至于触发大规模减产,又刺激不起新一轮疯狂扩产。再看欧佩克的态度。这一轮他们给市场的信号很明确,2026年不再额外增产,先把之前收回的那一部分产量稳住。油价长期跌到40出头,他们的财政首先就顶不住。但如果油价一直在80到90美元,消费国和替代技术的压力也会越来越大。所以他们也倾向于把价格控制在一个自己能养活、别人还能忍受的中档区间。最后看需求和库存的平衡。全球经济谈不上繁荣,但到目前为止也没看到2008年那种级别的衰退信号。机构的基线判断是,2024到2025年大致是轻微累库的格局,供给略多于需求,却没有大到把库容挤爆的程度。这样一来,油价向上缺少紧平衡的弹药,向下又被成本和财政托着底。谁也不太满意,但谁都能活,差不多就是现在这个60美元上下的水平。3:石油还重要吗?会变成夕阳产业吗?绝对体量上,石油一点都不夕阳。今天这一亿桶每天的消耗里,撑着的是航空运输、全球航运、卡车物流、工程机械、农机、石化和数不清的下游产品。衣服、手机壳、塑料袋、化肥、药品,背后都离不开石油和天然气作为原料。即便在最激进的碳中和路径下,2030年前石油需求也是高位徘徊,谈不上断崖下跌。产业生命周期上,石油更像是从高速增长期进入成熟期。发达国家需求增速趋缓甚至见顶,新兴市场还在从很低的人均水平往上爬。当大家预期未来总量增长有限时,愿意给予这类资产的估值倍数自然会收敛。但成熟行业照样能赚钱,很多公用事业、电信、水泥、家电,都是在低增长高现金流的环境里给股东创造长期收益的。石油更可能是从成长股逻辑退回到高分红现金牛逻辑,这是估值逻辑的转变,谈不上产业价值的终结。4:油价是欧佩克说了算吗?油价背后有三个关键词,供给、需求、预期。供给端有两个大头,一是欧佩克这群传统产油国,二是美国页岩和其他非输出国来源,包括巴西、加拿大、圭亚那等新兴产区。需求端看的是全球经济、出行恢复、工业生产、电动车渗透率。预期则被浓缩在期货市场上,交易员和对冲基金会根据对未来供需的判断提前买进或卖出,从而影响当前价格。欧佩克确实有能力通过集体减产或增产对供给端进行调节。他们在库存偏低、需求强劲的时候宣布减产,通常能迅速把价格推高。但他们也有很多限制,美国页岩的反应速度、其他非输出国增量、全球经济周期都在制约他们的操作空间。各方力量共同决定了油价走向。欧佩克有影响力但并非万能,美国页岩是重要的平衡器,需求端的变化是根本驱动力。5:美国页岩油还能像以前那样疯狂增产吗?不能了。上一轮2010到2014年的美国页岩,确实是一台疯狂的增量机器。只要价格给信号,资本就涌进来,钻机往地上一扎,产量刷刷往上冲。那一轮有几个前提条件,甜点区块多、资金便宜、股东只要增长不要现金流。而今天,这几个前提都变了。第一是资源质量在下降。过去十几年,二叠纪盆地、鹰滩等地最优质的区块几乎被打了一遍,剩下的要么地质条件更差,要么开发更复杂,单位产量成本在上升。第二是股东诉求的转变。经历了2014年崩盘和2020年疫情,资本对高油价高产量增长的故事已经免疫了,要的是稳定的自由现金流、可持续的分红和回购。第三是金融环境收紧。利率上升、绿色金融要求更严,银行和资本市场对页岩公司的融资条件比以前苛刻得多。现实落到数字上就是,页岩在60美元附近依然能稳稳供应大量原油,但增产意愿和速度明显比上一轮弱。只有当油价持续处在70到80美元甚至更高时,才会有新一轮扩产的讨论。而一旦扩产过头,又会亲手把价格打回来。这种自我修正机制,让页岩从猛增的发动机变成了价格稳定器。6:油价的底线在哪里?油价的地板可以从三个层次来理解,运营成本、完全成本和财政成本。运营成本是老井继续挖油、不开新井的最低要求,美国大型页岩公司在30到40美元的W T I环境里仍然能维持生产。完全成本是加上新井投资、摊销、税费以后整个项目不亏本的门槛,绝大多数项目需要50到60美元甚至更高。财政成本则是产油国维持预算平衡需要的油价水平,沙特需要大约80美元,俄罗斯大概在60到70美元之间。综合起来,油价可以短期跌破成本地板,但很难长期停留在所有人都亏钱的区间。跌得越狠,越多高成本产能退出。时间拖得越久,越多财政和政治问题爆发。最后系统会通过供给收缩和减产协调把价格推回一个更健康的水平。这就是为什么很多机构会把50到70美元视为长期合理区间。7:库存为什么这么重要?库存可以理解为全世界油库和油轮上现有的油的存量,它是连接过去、现在和未来的桥梁。如果某个阶段全球每天的产量大于消费量,多出来的那部分就会进库存,叫累库。反过来,如果消费大于产量,就只好从库存里拉油出来用,叫去库。油价变化更多取决于库存的变化方向,而非绝对量。当市场预期未来几个季度都会累库时,买家就没必要抢货,卖家反而担心价格还会跌,期货曲线常常呈现近低远高的contango形态。反过来,当市场看到持续去库,就会担心未来供不应求,大家宁愿多付一点溢价提前锁货,曲线呈现近高远低的backwardation形态。专业的油气研究里,很多精力都花在构建全球供需平衡表和库存预测上。因为价格只是库存变化的影子,看懂库存趋势比追踪各种消息都管用。8:为什么会出现2014年和2020年那样的暴跌?极端行情通常来自极端组合,结构性错配加行为放大再加偶发事件。2014年以前的几年,美国页岩在100美元油价的刺激下狂飙突进,产量大幅超出预期。与此同时,欧佩克内部对是否减产意见不一,最后走上了抢份额、挤掉高成本竞争者的路。结果就是供给端的巨量增量和需求端的放缓叠加,油价从百元附近一路塌到四五十。2020年则更极端。全球疫情封锁打穿了需求端,一度有三分之一的油品需求在几周内消失,加上欧佩克在一开始还搞了一轮价格战,把问题从需求腰斩恶化为供需双崩。期货价格短暂跌至负值,本质上是库容用光加纸面多头被强平的流动性事故。这两次都说明一个事实,真正能把油价短期打到所有人都崩溃的水平的,往往是集体行为失误加黑天鹅事件。电动车这类缓慢变量,很难制造出类似的冲击。9:能源转型会让石油变得没人要吗?能源转型的目标是降低碳排、提高效率,并非一刀切禁止石油。现实世界的转型路径,更像是先改电力,再改终端,再改原料的渐进过程。电力系统端,风光核水的占比在缓慢上升,天然气电站在很多国家承担着调峰和兜底。终端消费端,城市交通和部分工业负荷在被电动化。化工和重工业端,则在探索氢能、碳捕集和更多原料替代。这是一场跨越几十年的系统工程,中间充满妥协。在这样的路径下,石油的角色会发生变化,但短期内难以消失。它会在某些领域先行退场,比如发达国家的乘用车燃油,在另一些领域保持顽强,比如航空和长途航运。更重要的是,做转型本身也需要石油,建设风电、光伏、储能、输电线路,都离不开钢铁、水泥、塑料和运输。10:油价高低对普通人有什么影响?最直观的感受当然是加油站,油价从60涨到90,每个月油费多出去几百块。物流成本是第二层。柴油和船燃是公路和海运的血液,高油价会推高运输成本,航空煤油价格上去,机票、快递价格也会跟着涨。宏观影响是第三层。高油价往往伴随更高的通胀压力,央行因此更偏鹰派,利率更高,最终反映到房贷、车贷和企业融资成本上。反过来,油价长期低迷,消费国短期受益,通胀压力小,物流成本低。但这会打击产油国和能源产业链所在地区,预算紧缩、就业压力、货币贬值,进而可能在地缘政治上制造新的不确定性。

    Everyday AI Podcast – An AI and ChatGPT Podcast
    Aligning AI With Climate And Business Goals

    Everyday AI Podcast – An AI and ChatGPT Podcast

    Play Episode Listen Later Dec 5, 2025 27:56


    How can you scale AI at the enterprise, yet still hit your climate goals? And can heavy AI usage and an enterprise's ESG mission co-exist? Ashutosh Ahuja lays it out for us. Aligning AI With Climate And Business Goals -- An Everyday AI Chat with Jordan Wilson and Ashutosh AhujaNewsletter: Sign up for our free daily newsletterMore on this Episode: Episode PageJoin the discussion:Thoughts on this? Join the convo and connect with other AI leaders on LinkedIn.Upcoming Episodes: Check out the upcoming Everyday AI Livestream lineupWebsite: YourEverydayAI.comEmail The Show: info@youreverydayai.comConnect with Jordan on LinkedInTopics Covered in This Episode:AI's Environmental Impact and Climate ConcernsCompanies Aligning AI with ESG GoalsAI Adoption Versus Carbon Footprint TradeoffsMetrics for Measuring AI's Environmental ImpactBusiness Efficiency Gains from AI AdoptionReal-World Examples: AI Offsetting Carbon FootprintIndustry Opportunities for Sustainable AI IntegrationFuture Trends: Efficient AI Models and Edge ComputingTimestamps:00:00 Everyday AI Podcast & Newsletter05:52 Balancing Progress and Legacy07:03 "Should Companies Limit AI Usage?"12:02 "Sentiment Analysis for Business Growth"17:07 "Energy Efficiency Impacts ESG Metrics"19:40 Robots, Energy, and AI Opportunity21:41 AI Efficiency and Climate Balance25:04 "Trust Instincts in Investments"Keywords:AI and climate, climate goals, aligning AI with ESG, environmental impact of AI, carbon footprint, energy use in AI data centers, water cooling for GPUs, sustainable business practices, enterprise AI strategy, ESG compliance, climate pledges, AI adoption in business, carbon footprint metrics, machine learning for sustainability, predictive analytics, ethical AI, green AI solutions, renewable energy sector, AI in waste management, camera vision for waste sorting, delivery robots, edge AI, small business AI implementation, AI efficiency, sentiment analysis, customer patterns, predictive maintenance, IoT data, auto scaling, cloud computing, resource optimization, SEC filings, brand sentiment tracking, LLM energy consumption, environmental considerations for AI, future of AI in climate action, business efficiency, human in the loop, philanthropic business practices, sustainable architecture, large language models and climate, tech industry climate initiatives, AI-powered resource savings, operational sustainability.Send Everyday AI and Jordan a text message. (We can't reply back unless you leave contact info) Ready for ROI on GenAI? Go to youreverydayai.com/partner 

    ESG Insider: A podcast from S&P Global
    How companies are making products, packaging and shipping sustainable this holiday season

    ESG Insider: A podcast from S&P Global

    Play Episode Listen Later Dec 5, 2025 35:39


    As many parts of the world gear up for the holiday season, we're exploring how companies are innovating to make their products, packaging and shipping more sustainable.  In this episode of the All Things Sustainable podcast, we sit down with a consumer goods company, a company that handles shipping and logistics, and a company responsible for paper and cardboard packaging.  We talk to Kristina Friedman, Head of Sustainability for North America at consumer goods giant Unilever. Kristina explains how the company is embedding sustainability into its business strategy, engaging with consumers and leveraging collaboration within its industry to tackle plastic waste.  We also hear about the importance of collaboration from Heather Loebner, Vice President of Sustainability and ESG for North America at Kuehne+Nagel, one of the world's largest logistics and shipping companies. She outlines how the company is addressing decarbonization challenges.  And to understand sustainable packaging solutions, we speak to Garrett Quinn, Chief Sustainability Officer at paper packaging company Smurfit Westrock. Listen to our previous episode featuring Garrett here.  We conducted these interviews during Climate Week NYC at The Nest Climate Campus, where the All Things Sustainable podcast was an official media partner.  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.    Any unauthorized use, facilitation or encouragement of a third party's unauthorized use (including without limitation copy, distribution, transmission or modification, use as part of generative artificial intelligence or for training any artificial intelligence models) of this Podcast or any related information is not permitted without S&P Global's prior consent subject to appropriate licensing and shall be deemed an infringement, violation, breach or contravention of the rights of S&P Global or any applicable third-party (including any copyright, trademark, patent, rights of privacy or publicity or any other proprietary rights).     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. 

    Portfolio Checklist
    Történelmi megállapodás előtt áll az EU – 25 éve várunk erre

    Portfolio Checklist

    Play Episode Listen Later Dec 5, 2025 40:50


    A műsor első részében arról beszélgettünk, hogy sikerült véglegesíteni az EU és a dél-amerikai Mercosur-országok között létrejövő, rendkívül átfogó partnerség részleteit. Ez nagy jelentőségű, hiszen az együttműködés immár 25 éve előkészítés alatt áll, és még ma is akadnak olyan kérdések, amelyeket tisztázni kell. A témát Sasvári Marcell, a Portfolio uniós ügyekkel foglalkozó elemzője segített kibontani. A második részben az idei, immár tizenhatodik alkalommal megrendezett Portfolio Property Awards gála kapcsán áttekintettük, melyek a legfrissebb piacformáló trendek a hazai ingatlanpiacon. Arra is kitértünk, hogy a lokáción túl mi lehet egy projekt valódi sikerkulcsa, és milyen előnyt jelenthet egy ESG-szemléletű megközelítés. Vendégünk Székely Ádám, az Innovinia tulajdonosa és ügyvezető igazgatója volt. Főbb részek: Intro – (00:00) EU–Mercosur-megállapodás – (02:09) Property Awards – (12:28) Tőkepiaci kitekintő – (36:11) A címlapkép illusztráció. Forrása: Getty ImagesSee omnystudio.com/listener for privacy information.

    Evolve CPG - Brands for a Better World
    Hydration & Regeneration with John Tran with Vita Coco

    Evolve CPG - Brands for a Better World

    Play Episode Listen Later Dec 4, 2025 62:43


    In this conversation, John Tran talks about joining Vita Coco to help evolve their sustainability and social impact programs at the same time that were becoming a publicly traded company and going through the rigorous B Corp Certification process. He shared how they shifted their impact efforts from a collection of passion projects to a more coordinated and comprehensive ESG framework focused on protecting natural Resources, building thriving communities, and championing health & wellness. John then detailed some impact programs, like their ambitious goal of distributing and planting 10 million seedlings and trees globally! This conversation also covers the health benefits of coconut water, some big challenges in the coconut industry, and the importance of collaborating with local organizations to maximize impact in farming communities. John wraps up by sharing that a better world is one in which everyone is thriving, economically, socially, and beyond.Takeaways:Vita Coco became B Corp Certified and a publicly-traded, Public Benefit Corporation in 2021.Vita Coco's ESG framework focused on protecting natural Resources, building thriving communities, and championing health & wellness.Coconut water has 3.5X the electrolyte of common sports drinks.Aging trees have lower yields, which makes it harder to keep up with demand and reduces farmer income. Over a million seedlings have been distributed, with a goal of 10 million seedlings by 2030.The Vita Coco Community Foundation was founded to make sure that everyone in the coconut industry is thriving.Collaboration with local organizations is crucial for their impact programs.They partner with indigenous communities to train farmers in regenerative agriculture practices.Sound bites:“As brands come online with B Corp certification, it really gives us some kind of litmus to understand where we stand within the sustainability and social governance spaces.”“When you have many passionate people who are driving their passion projects, there isn't always a clear framework in terms of what we're driving towards.”“I very much see myself as kind of an accelerator to be able to support a lot of the projects that are existing within the organization.”“Coconut farming communities are just so inherent to our business, right? They are the heart of our business. And without them, there's really no VitaCoco.”“We want to create more economic empowerment within farming communities and more upward mobility by way of our impact programs.”“The great thing about coconut water is natural hydration. It has three and a half times the electrolytes of more common sports drinks.”“Finding what you're good at and what you're passionate about is really one of the keys to success of this role in any kind of role you'll have within sustainability.”Links:John Tran on LinkedIn - https://www.linkedin.com/in/john-tran-07047715/Vita Coco - https://vitacoco.com/Vita Coco on LinkedIn - https://www.linkedin.com/company/the-vita-coco-company/Vita Coco on Facebook - https://www.facebook.com/VitaCocoUS/Vita Coco on Instagram - https://www.instagram.com/vitacocoVita Coco on X - https://x.com/vitacocoVita Coco on SnapChat - https://www.snapchat.com/@vitacocoVita Coco on TikTok - https://www.tiktok.com/@vitacoco?…Brands for a Better World Episode Archive - http://brandsforabetterworld.com/Brands for a Better World on LinkedIn - https://www.linkedin.com/company/brand-for-a-better-world/Modern Species - https://modernspecies.com/Modern Species on LinkedIn - https://www.linkedin.com/company/modern-species/Gage Mitchell on LinkedIn - https://www.linkedin.com/in/gagemitchell/…Print Magazine Design Podcasts - https://www.printmag.com/categories/printcast/…Heritage Radio Network - https://heritageradionetwork.org/Heritage Radio Network on LinkedIn - https://www.linkedin.com/company/heritage-radio-network/posts/Heritage Radio Network on Facebook - https://www.facebook.com/HeritageRadioNetworkHeritage Radio Network on X - https://x.com/Heritage_RadioHeritage Radio Network on Instagram - https://www.instagram.com/heritage_radio/Heritage Radio Network on Youtube - https://www.youtube.com/@heritage_radioSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    The Truth Central with Dr. Jerome Corsi
    DOJ Sues Blue States — Voter Roll Fraud EXPOSED

    The Truth Central with Dr. Jerome Corsi

    Play Episode Listen Later Dec 4, 2025 34:27 Transcription Available


    Dr. Jerome Corsi exposes what they describe as a rapidly escalating breakdown of America's political, financial, and national security systems. From massive voter roll lawsuits and foreign infiltration, to precious metals breaking historic price levels and the Ukraine war entering its final phase, this broadcast connects the most critical developments shaping the future of the United States.

    New Discourses
    Sustainability and the One Belt One Road Initiative | Michael O'Fallon

    New Discourses

    Play Episode Listen Later Dec 3, 2025 81:25


    Saving American Liberty, Session 5 In this session from the New Discourses event 'Saving American Liberty,' Michael O'Fallon argues that global political, corporate, and religious institutions are jointly reshaping Western society through “degrowth” policies, sustainability mandates, and ideological frameworks like ESG and the UN's Sustainable Development Goals, which he sees as mechanisms for centralizing control and limiting individual freedom. He contrasts the West's self-imposed economic contraction with China's expansion through the Belt and Road Initiative, claiming this shift empowers China while weakening America's global position. O'Fallon warns that identity-based conflicts, migration pressures, and urban destabilization are fragmenting Western societies into competing tribal enclaves, leaving them vulnerable to foreign influence. He concludes that COVID-era restrictions, digital surveillance, and AI-driven governance signal a broader transition from a merit-based, liberty-oriented system to one that demands ideological compliance from both citizens and institutions. The other lectures in this series can be found here: Session 1: https://youtu.be/4u2ak-DmKD4 Session 2: https://youtu.be/gUiLUmZWsc4 Session 3: https://youtu.be/WRheQNDTSOQ Session 4: https://youtu.be/AjKqBgzF36w Latest from New Discourses Press! The Queering of the American Child: https://queeringbook.com/ Support New Discourses: https://newdiscourses.com/support Follow New Discourses on other platforms: https://newdiscourses.com/subscribe Follow James Lindsay: https://linktr.ee/conceptualjames © 2025 New Discourses. All rights reserved. #NewDiscourses #MichaelOFallon #Sustainability

    The Green Insider Powered by eRENEWABLE
    Ecovations’ Sustainable Materials Evolution

    The Green Insider Powered by eRENEWABLE

    Play Episode Listen Later Dec 3, 2025 23:38


    Today's guest is Ralph Bianculli, Founder/CEO of Emerald Ecovations. On episode 308 of The Green Insider, we discussed a number of items ranging from the journey to the finished product. Ralph described Ecovations’ journey in developing alternative materials for disposables, now producing over 370 finished goods. They control raw materials, convert them into products, and provide ESG reporting analytics to clients. Ralph noted that Scope 3 ESG reporting is challenging but valuable for sustainability goals, and Mike praised their impact on sustainable supply chains. Emerald Ecovations’ takes a circular economic approach: commissioning farmers to grow fibers like Miscanthus and using byproducts (e.g., bagasse) to create sustainable materials. Their licensing program allows manufacturers to use these materials for private labeling, supporting middle-market manufacturers and rural economies. They offer both raw materials and technology licensing. Their products are used in 370 finished goods across industries, organized into five product groupings following the 80-20 consumption rule. The broadline product is designed for high-velocity B2B consumption, aiding efficient inventory turns. The Miscanthus product, which retains four times its weight in water, is expanding into new markets like pet bedding and landscaping. Ralph highlighted Miscanthus as a versatile crop: grows 7-8 feet tall, harvested twice a year, replenishes soil nutrients, and thrives in a wide temperature range. It's the first such material launched in the U.S., with potential as a main material alongside bagasse and hemp. Learn about the launching of a tree-free packaging division for retail brands next year, emphasizing non-toxic and compostable features. They are in discussions with the EPA and Department of Agriculture about carbon credits, which could become valuable assets. Plans include expanding into packaging, landscaping, pet bedding, and attracting more talent. To be an Insider Please subscribe to The Green Insider powered by ERENEWABLE wherever you get your podcast from and remember to leave us a five-star rating. This podcast is sponsored by UTSI International. To learn more about our sponsor or ask about being a sponsor, contact ERENEWABLE and the Green Insider Podcast. The post Ecovations’ Sustainable Materials Evolution appeared first on eRENEWABLE.

    Talking Billions with Bogumil Baranowski
    Peta Milan: Can Regenerative Investing Save Humanity and Create Wealth?

    Talking Billions with Bogumil Baranowski

    Play Episode Listen Later Dec 3, 2025 67:46


    Peta Milan is the founder and principal of Dubai-based Henmel Group, a regenerative investing pioneer, award-winning filmmaker, published author, and international speaker who's building the world's only family office exclusively focused on regenerative investment methodology.3:00 - Peta shares her challenging childhood in a lower-middle-class family, describing how she developed the capacity to “see the truth beyond the lies” and question accepted norms from an early age.5:30 - The disruptive child: How being curious and rule-breaking created conflict with parents but developed the independent thinking that would define her career path.7:15 - Philosophy to practice: Peta explains why studying philosophy at university made “perfect sense” for business, wanting to apply learned concepts to create real-world impact rather than write books selling for 50 cents.12:00 - The evolution from ESG skepticism: After being hired by a family to develop an ESG strategy, Peta discovered the entire movement was “a complete greenwashing exercise” and began searching for genuine alternatives.18:45 - Regenerative vs. sustainability: “If you're saying you're doing less harm, by the very fact of that, you're still doing harm. And so we need to start thinking differently.” The fundamental flaw in sustainability thinking.25:30 - The 10 principles of living systems: Peta introduces the regenerative methodology framework based on understanding how nature actually works, not human-imposed systems.32:15 - Indigenous wisdom integration: How working with elders from Africa, South America, and South Asia taught Peta that regenerative principles have been practiced for thousands of years.39:00 - Shocking statistics: $2 trillion spent on climate initiatives with only 1% reaching genuine systemic impact and less than 30 projects achieving scale globally.46:20 - Investment returns: Regenerative projects delivering 15-22% returns while creating systemic positive impact—proof that doing good doesn't require sacrificing financial performance.52:45 - The embodied learning revolution: Why behavior change requires emotional and physical experience, not just data and guilt—how Einstein's breakthroughs came as “muscle spasms.”59:00 - Henmel Group's multiple pathways: 18-month professional certification, bioregional development programs for philanthropy, direct family office transitions, and venture studio for early-stage founders.61:05 - The planet perspective: “The planet will take care of itself if we're gone”—a powerful reframing about what we're actually trying to preserve.Podcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

    Solar Maverick Podcast
    SMP 251: How Investors Evaluate Solar Platforms and Pipelines?

    Solar Maverick Podcast

    Play Episode Listen Later Dec 2, 2025 48:32


    Episode Summary: In this episode of the Solar Maverick Podcast, Benoy sits down with Rob Sternthal, Managing Director at Expedition Infrastructure Partners, to break down how investors evaluate solar platforms and development pipelines. Rob brings more than 20 years of experience in investment banking, tax equity, structured finance, and renewable energy, and he explains the real criteria that determine platform value today. Benoy and Rob discuss why platforms are being repriced, how rising SG&A and longer development timelines are reshaping exits, and what investors are prioritizing in the current market. They also cover the Pine Gate bankruptcy, the renewed shift toward “develop and flip,” battery economics, tax credit insurance constraints, FEOC uncertainty, and the wave of distress expected to define the industry over the next two to three years. Biographies Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MWs of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credits (“REC”) transactions. Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla's Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market. As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MWs of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm's renewable portfolio. Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund. Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar. Rob Sternthal For the last 20+ years, Rob has been a leading investment banking executive and recognized platform builder across the renewable power, energy, ESG and real assets sectors, advising on more than $25 billion of transactions. Prior to joining XIP, Rob was a Managing Director focusing on renewable power at Piper Sandler. Before that, Rob was responsible for building platforms at Rubicon Capital Advisors as well as CohnReznick (now CRC-IB). He founded and built CohnReznick's Capital Markets group (CRC) into a market-leader over ten years, completing nearly $20 billion in transactions and managing a team of 30 professionals. Prior to CRC, Rob established and led multiple real estate and asset-backed securities practices for Credit Suisse in the United States as well as internationally. He began his career as an attorney for the U.S. Securities & Exchange Commission as well as in private practice at Milbank. Rob received a bachelor's degree in economics and French, with honors, from Emory University and a Juris Doctorate, cum laude, from the Temple University School of Law. Rob is a Registered Representative of BA Securities, LLC. Member FINRA, SIPC. Stay Connected: Benoy Thanjan Email: info@reneuenergy.com  LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com Website: https://www.solarmaverickpodcast.com   Rob Sternthal Linkedin: https://www.linkedin.com/in/robert-sternthal-548b287/    Website:  ​​https://xipllc.com/  Email:  Rob@xipllc.com  NPM Podcast related to XIP's partnership with Gordian:   https://newprojectmedia.com/npm-interconnections-us-episode-172-rob-sternthal-peter-kauffman-xip-gordian/  If you enjoyed this episode, please rate, review and share the Solar Maverick Podcast so more people can learn how to accelerate the clean energy transition.   Join Us for the Winter Solstice Fundraiser!  I'm excited to invite you to our Winter Solstice Fundraiser, hosted by Reneu Energy and the Solar Maverick Podcast on Thursday, December 4th from 6–10 PM at Hudson Hall in Jersey City, NJ! https://www.tickettailor.com/events/reneuenergy/1919391 This event brings together clean energy leaders, entrepreneurs, and friends to celebrate the season while raising funds for the Let's Share the Sun Foundation, which installs solar and storage systems for families and communities in need in Puerto Rico. We'll have: -Great food and drinks -Amazing networking with solar and sustainability professionals -Sports memorabilia auctions (with proceeds benefiting Let's Share the Sun) -An inspiring community focused on making an impact through solar energy If you or your company would like to get involved as a sponsor, please message us at info@reneuenergy.com.     Reneu Energy Reneu Energy provides expert consulting across solar and storage project development, financing, energy strategy, and environmental commodities. Our team helps clients originate, structure, and execute opportunities in community solar, C&I, utility-scale, and renewable energy credit markets. Email us at info@reneuenergy.com to learn more.            

    La Martingale
    Bourse : les vrais bons plans pour 2026 - Allo La Martingale #35

    La Martingale

    Play Episode Listen Later Dec 2, 2025 65:05


    Émission du 02/12/2025 présentée par Amaury de Tonquédec avec Éric Lewin, Stratégiste actions chez Bourse Direct, et Alain Pitous, Consultant stratégie ESG. Vos questions en live : - Je veux investir sur les marchés financiers car il parait que c'est rentable sur le long terme, mais j'entends le mot bulle partout … Quels sont les secteurs ou valeurs qu'il faut éviter en ce moment pour éviter de “dégonfler son portefeuille ?- Je cherche des bonnes affaires en bourse pour être bien positionnée en 2026, Qu'est ce que j'achète ? - J'ai 100 000 euros à investir maintenant, que faire ? - Le yuan s'impose dans le commerce du pétrole et du gaz entre la Russie et la Chine. Le dollar est-il menacé ? Quelle conséquences pour les marchés boursiers ?

    PRI Podcasts
    Reflections on COP30: Risk, Opportunity and Expectation

    PRI Podcasts

    Play Episode Listen Later Dec 2, 2025 46:45


    In this episode, Tamsin Ballard, Chief Investor Initiatives Officer at the PRI, reflects on a pivotal COP30 in Belém and what it means for investors navigating the next phase of the net zero transition. She is joined by Jan Kæraa Rasmussen, Head of ESG and Sustainability at PensionDanmark and member of the UN-convened Net-Zero Asset Owner Alliance Steering Group, and Daniel Gallagher, Senior Lead on Climate at the PRI. Both guests were closely involved in investor engagement around COP30, offering on-the-ground insights from São Paulo and Belém.Together, they unpack the shift from pledges to implementation, the growing involvement of finance ministries, and the rapidly evolving expectations for investors across mitigation, resilience and nature. They explore what COP30 delivered, and what still needs to happen to unlock the capital required for a global, just and investable transition.OverviewCOP30 marked a step change in how investors were integrated into climate discussions, with strong participation from finance ministries, MDBs, asset owners and global policymakers.From São Paulo to Belém, conversations were more grounded in real-economy transition needs, with a stronger focus on:scaling finance to emerging markets and developing economies (EMDEs)strengthening NDC quality and investabilityreforming multilateral development banks (MDBs)mobilising catalytic capital for climate and naturerecognising the centrality of the climate-nature nexusJan and Daniel reflect on why investors must remain at the table, how policy signals are evolving, and what COP30 revealed about both the opportunities and risks in a multi-speed global transition.Detailed CoverageFrom pledges to implementationCOP30 reinforced that international negotiations alone cannot deliver the speed or scale required. Brazil's presidency emphasised an action agenda bridging policy and the real economy, pushing for greater alignment between investor needs and national transition pathways.Investment flows and the net zero transitionDaniel highlights PRI's latest analysis presented in Sao Paolo on investment flows to the clean energy transition, yet stresses ongoing misalignment between where capital is flowing and where it is most needed, particularly in EMDEs.

    Rame
    Episodio 4. Perché investire in armi è una cattiva scelta — anche per l'economia

    Rame

    Play Episode Listen Later Dec 2, 2025 35:43


    Se ascoltiamo il dibattito pubblico, sembra che l'industria bellica sia un motore fondamentale dell'economia. Eppure, se guardiamo i numeri, il quadro cambia: in Italia il comparto della difesa pesa solo per lo 0,5% del Pil, molto meno di settori come l'automotive. E non è neppure un settore stabile: dipende da conflitti, decisioni politiche, costi energetici e materie prime, con andamenti in borsa che si impennano quando scoppia una guerra e crollano appena si parla di pace. In questa puntata de La nuova veste proviamo a mettere in discussione l'idea che “investire in armi faccia bene all'economia” e a capire come, invece, finisca soprattutto per alimentare una bolla finanziaria legata ai conflitti.Con la giornalista Futura d'Aprile entriamo nel cuore dell'industria bellica italiana: scopriamo dove vanno le nostre armi, quali sono le zone grigie della legge 185/90, che ruolo hanno banche e fondi pensione nel rendere possibile l'export e perché, senza adeguata trasparenza, rischiamo di finanziare guerre persino attraverso i nostri risparmi “di lungo periodo”. Guardiamo anche al nuovo fronte delle armi autonome e dei cosiddetti killer robots, dove l'intelligenza artificiale riduce sempre più il controllo umano sui conflitti.Nella seconda parte della puntata, con Aldo Bonati, Stewardship and ESG Networks Manager di Etica Sgr, proviamo a rispondere alle domande pratiche: i criteri ESG bastano a escludere davvero le aziende degli armamenti? Come si legge un prospetto per capire se un fondo è “non armato”? E quali strumenti abbiamo, come investitrici e investitori, per scegliere consapevolmente dove non vogliamo che arrivi il nostro denaro?Questo podcast è realizzato in collaborazione con Etica Sgr, società di gestione del Gruppo Banca Etica, specializzata in investimenti etici e responsabili.

    FSR Energy & Climate
    #10 Sustainable Agriculture in Europe's Climate and Trade Agenda with Fabio Santeramo

    FSR Energy & Climate

    Play Episode Listen Later Dec 2, 2025 37:09


    In this episode of the FSR Policy Briefcase (Season 2, Episode 10), hosts Leonardo Meeus and James Kneebone are joined by Fabio Santeramo, Part-time Professor at the Robert Schuman Centre and Head of the Agriculture Area at the Florence School of Regulation. The trio examines how climate policy and global trade are reshaping the future of European agriculture. The conversation opens with the EU's recent food trade surplus and what it signals about Europe's position in global agricultural markets. Does strong export performance reflect confidence in the EU's ESG standards, or do sustainability frameworks still struggle to deliver meaningful change on the ground? Drawing on Fabio's Policy Brief, the discussion turns to the evolving landscape of agricultural emissions pricing - from the political sensitivities surrounding a dedicated ETS for agriculture to the challenges of extending “polluter pays” principles to food systems. They also consider the leverage of the Common Agricultural Policy, the EU's largest funding instrument, and whether reforming its incentives may prove more effective than introducing new regulatory obligations. Finally, the hosts and Fabio confront the major structural questions: the environmental impact of livestock, the pressures on land use and biodiversity, and whether future food systems can be sustainable without more transformative shifts in production and consumption. The episode also touches on emerging innovations such as cell-based meat and what they might mean for Europe's path forward. Recorded in September 2025. Read the full Policy Brief from Fabio here: https://cadmus.eui.eu/entities/publication/45bb0ee6-f272-5055-8aaf-a5b8bef37148

    Meeting of Minds Podcast
    Missouri State Auditor on Proxy Advisor Power: “The most powerful institutions you've never heard of.”

    Meeting of Minds Podcast

    Play Episode Listen Later Dec 1, 2025 28:48


    Jerry Bowyer talks with Missouri State Auditor Scott Fitzpatrick about the hidden influence of proxy advisory firms like ISS and Glass Lewis. Fitzpatrick explains why most pension plans lacked proxy guidelines (and the results of not having them), and how the left uses boardrooms to advance agendas that fail at the ballot box. He shares progress made in pushing back against ESG and why the battle for shareholder engagement is far from over.See omnystudio.com/listener for privacy information.

    Investing in Impact
    Financing Restoration: How Ecosystem Investment Partners Turns Environmental Law into Real Assets

    Investing in Impact

    Play Episode Listen Later Dec 1, 2025 25:47


    This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------In episode 93 of the Investing in Impact podcast, I sit down with Nick Dilks, Co Founder and Managing Partner of Ecosystem Investment Partners (EIP), a firm that has quietly become one of the most important players in large scale ecological restoration in the United States.Nick grew up splitting time between Philadelphia and a family farm on the Chesapeake Bay. That early exposure to land and water shaped a life long focus on conservation. After a decade at The Conservation Fund structuring complex land deals, he co founded EIP in 2006 to answer a simple but difficult question.Can you use private capital, at scale, to restore degraded ecosystems while still meeting the financial expectations of institutional investorsOver almost twenty years, EIP has shown that the answer is yes.The firm acquires degraded land, restores wetlands, streams, and habitats, then sells mitigation credits to public and private developers that are required by law to offset their environmental impacts. It is a space where environmental protection, infrastructure, housing, and finance all intersect.In this conversation, Nick explains how mitigation banking actually works, why these markets are fully regulated and compulsory, how a new 400 million dollar fund will expand EIP's work, and why he believes more young people should bring serious financial skills into the environmental sector. ----------------------------------------Investing in Impact is powered by Causeartist, a nonprofit media company dedicated to bridging the gap between capital and culture by spotlighting founders, investors, and organizations reimagining how business can serve people and the planet.Through storytelling, events, and open-access education, Causeartist helps create a shared language of impact, inspiring more founders to build with purpose and more funders to invest with intention.By amplifying ideas and innovations across industries, Causeartist transforms awareness into action and cultivates a community where paying it forward is part of the foundation for growth.

    Telecom Reseller
    Envenance Brings ITAD 3.0 to the Global Enterprise, Podcast

    Telecom Reseller

    Play Episode Listen Later Dec 1, 2025 18:43


    Doug Green, Publisher of Technology Reseller News, interviews Helmut Minor, Managing Director of envenance GmbH and President of envenance SAS, in this special welcome podcast for ASCDI's newest member. Envenance delivers a next-generation, fully digital ITAD platform designed to support multinational enterprises with consistent, compliant asset disposition across borders. A Digital-First, Asset-Free ITAD Model Envenance operates as a software-driven orchestrator, not a recycler or logistics operator. The company centralizes global ITAD operations through: A single digital portal for orders, tracking, documentation, and ESG reporting Standardized processes that work across all EU countries, the UK, Switzerland, and beyond Pre-vetted logistics and recycling partners managed directly by Envenance One contract, one invoice, and unified compliance for all locations “We drain the complexity out of ITAD,” Minor notes. “Customers see one simple process. We handle everything behind the scenes.” Built for Compliance, Visibility, and Scale Envenance ensures strict adherence to EU waste regulations, country-specific documentation requirements, and verified in-country recycling. The platform provides: Near real-time status updates Full chain-of-custody documentation Recycling and ESG reporting needed for audits and EPR filings A People-Powered Network While Envenance is highly digital, Minor emphasizes that experience and relationships with local partners remain central to their success. “You can't replace people. The platform works because the network behind it works.” Global Capabilities Though Europe is the core focus, Envenance has delivered ITAD projects in the U.S. and other regions—especially where secure inventory capture and compliance documentation are required. Learn More Envenance's new website offers service details, videos, and updates: https://www.envenance-global.com/

    Proyecto 1954 US-MX
    206. El Futuro Brilla (literal): cómo las empresas están bajando el switch del caos

    Proyecto 1954 US-MX

    Play Episode Listen Later Dec 1, 2025 42:34


    n este episodio conversamos con Diego Mercado, CEO de Bright, un líder con ADN financiero y visión de emprendedor que hoy está transformando cómo las empresas consumen energía. Desde su paso por banca y startups hasta dirigir una de las compañías de energía renovable más relevantes en México, Diego explica por qué la energía dejó de ser un costo fijo para convertirse en una ventaja competitiva. Hablamos sobre cómo Bright pasó de atender hogares a diseñar soluciones solares y de eficiencia energética para industrias como alimentos, automotriz, hoteles, cold storage, manufactura y más. También exploramos cómo las empresas pueden reducir costos, escalar operaciones y cumplir metas ESG con tecnologías limpias y modelos más flexibles. Una conversación práctica, inspiradora y llena de claridad sobre el futuro de la energía empresarial.

    巴塔客 Patagoniac
    巴塔客 vol.090 - 解读《给地球的报告》

    巴塔客 Patagoniac

    Play Episode Listen Later Nov 30, 2025 55:20


    大家好,欢迎收听本期「巴塔客」,我是patagonia中国区负责人老曾2025年11月,patagonia 正式发布首期《给地球的报告》,系统的汇总了品牌自 1972 年成立以来在环保领域的实践成果与核心数据,以更公开透明的方式呈现其「用商业拯救地球家园」的长期承诺。今天的这期节目,我邀请了来自「阿拉善公益基金」的王亦庆(庆总),一起跟大家解读、分析一下这份《给地球的报告》。通过《给地球的报告》Patagonia展示了多年来的环保努力、遇到的挑战与结果,其中包括减碳、公平贸易及超越碳中和的目标。强调了在环境保护、供应链管理等方面的实践。庆总分析了报告亮点,探讨了商业活动与环境保护之间的关系,提出通过商业手段促进环境可持续发展的策略。最后,我们也谈到了企业如何在追求经济效益的同时履行社会责任,并应对环境问题解决后的挑战。展望了未来商业可能面临的转型与企业社会责任的新方向。本期嘉宾 - 王亦庆首份《给地球的报告》正式发布00:00 解读《给地球的报告》亮点03:38 patagonia ESG报告:真诚面对挑战与超越06:11 碳中和与供应链减碳:企业CSR的新挑战11:11 户外运动产品质量与商业可持续性的探讨12:49 商业与环境:正向商业与消费主义的反思20:29 商业范式与资本主义的反思24:17 商业模式与社会责任的融合探讨27:20 商业范式与社会责任的演变30:17 商业与社会观念的演变与进化32:38 商业与社会责任:新趋势下的思考35:39 创始人色彩浓厚的公司:商业新范式与价值分配的未来40:35 探讨非传统企业模式:以环保信托为核心的公司结构调整43:19 美国环保组织与政治活动的交织关系45:41 环保企业的长期治理与方向保持49:15 环境问题的主观与客观探讨及未来展望

    The John Batchelor Show
    S8 Ep142: Woke Capitalism: Origins, ESG, DEI, and the Power of BlackRock — Charles Gasparino — Gasparino traces the origins of "woke capitalism," detailing how corporate America became an active institutional agent for progressive social cha

    The John Batchelor Show

    Play Episode Listen Later Nov 29, 2025 10:54


    Woke Capitalism: Origins, ESG, DEI, and the Power of BlackRock — Charles Gasparino — Gasparino traces the origins of "woke capitalism," detailing how corporate America became an active institutional agent for progressive social change. This ideological shift, accelerated through boardroom political calculations, led to widespread adoption of corporate acronyms including ESG (Environmental, Social, Governance) and DEI (Diversity, Equity, Inclusion), redirecting corporate focus from shareholder returns toward stakeholder capitalism models. Larry Fink's BlackRockstrategically recognized that managing progressive-oriented investment funds could attract trillions in assets, positioning the firm as a powerful enforcer of these policies across corporate America. 1927

    The John Batchelor Show
    S8 Ep142: The Flashpoints of Woke Capitalism: Occupy Wall Street and the SEC — Charles Gasparino — Gasparino identifies the 2008 financial crisis and the ensuing progressive populist backlash, including the Occupy Wall Street encampment at Zuccotti Pa

    The John Batchelor Show

    Play Episode Listen Later Nov 29, 2025 6:55


    The Flashpoints of Woke Capitalism: Occupy Wall Street and the SEC — Charles Gasparino — Gasparinoidentifies the 2008 financial crisis and the ensuing progressive populist backlash, including the Occupy Wall Streetencampment at Zuccotti Park, as pivotal flashpoints accelerating corporate woke adoption. CEOs embraced ESG and DEI frameworks, influenced by ideological groupthink at forums like Davos. Corporate leadership adopted stakeholder capitalism as a political defense mechanism against progressive lawmakers including Senator Elizabeth Warren and regulatory pressure. The Securities and Exchange Commission (SEC), particularly under the Biden administration, has begun systematically enforcing woke corporate policies through regulatory authority. 1931

    The John Batchelor Show
    S8 Ep142: SHOW 11-28-25 CBS EYE ON THE WORLD WITH JOHN BATCHELOR The Genius of Early Photography: Nadar, Daguerre, and Dangerous Chemistry — Anika Burgess — Burgess details the risky and adventurous origins of photography as a practical medium. She

    The John Batchelor Show

    Play Episode Listen Later Nov 29, 2025 5:46


    SHOW 11-28-25 CBS EYE ON THE WORLD WITH JOHN BATCHELOR 1963   The Genius of Early Photography: Nadar, Daguerre, and Dangerous Chemistry — Anika Burgess — Burgess details the risky and adventurous origins of photography as a practical medium. She examines Nadar, a visionary figure who deployed a giant balloon named Léon to fund experiments in heavier-than-air flight, having previously conducted innovative photographic expeditions into Paris's catacombs. Burgess also recounts Daguerre's 1839 presentation of the daguerreotype—a remarkably realistic, singular image created using hazardous chemicals including iodine and mercury, which posed significant occupational and health risks to early practitioners. Early Photography's Scientific Reach: Lunar and Underwater Photography — Anika Burgess — Burgessexplores early photography's critical scientific applications, noting that François Arago predicted the daguerreotype would enable detailed mapping of the lunar surface. Early astrophotographers encountered formidable technical challenges involving distance calculations, celestial motion, and insufficient ambient light. James Nasmyth controversially photographed plaster casts and molds of the lunar surface, which contemporary observers praised as scientifically truthful. Burgess also highlights Louis Boutan, who persistently developed practical underwater photography using pressurized hard-hat diving equipment, establishing a new scientific capability. Photography and Social Justice: Riis, Watkins, and the Question of Truth — Anika Burgess — Burgessdemonstrates how photography became a transformative tool for social advocacy and reform. Jacob Riis, a newspaper journalist documenting Manhattan's tenement poverty, employed flash powder ignited in cast-iron frying pans to photograph the grim, overcrowded interior conditions of slums for his landmark book How the Other Half Lives, frequently without obtaining subject consent. Burgess also discusses Carleton Watkins, who transported over 2,000 pounds of large-format photographic equipment to Yosemite Valley, producing images that proved instrumental in securing federal preservation and protection of the landscape. From X-Rays to Motion Pictures: Expanding the Photographic Medium — Anika Burgess — Burgess traces the expansion of photographic technology beyond conventional image capture. She examines Alice Austin'sintimate and playful photographs documenting her social circle with candid authenticity. The discovery of X-raysby Wilhelm Röntgen was rapidly branded as "the new photography" or "shadow photography," adopted swiftly for both entertainment and medical diagnostic applications despite practitioners possessing no understanding of severe radiation hazards. Burgess concludes with Paul Martin's candid street photography using concealed cameras hidden within top hats and Eadweard Muybridge's sequential motion studies, which directly enabled the invention of motion pictures. Angelica Schuyler: Albany, Elopement, and the Start of the Revolution — Molly Beer — Beer discusses her book Angelica, focusing on Angelica Schuyler Church, daughter of General Philip Schuyler. Her mother, Katherine, oversaw construction of their Albany residence, The Pastures, a substantial estate reflecting family prominence. Angelica received a rigorous education consistent with Dutch cultural traditions emphasizing women's financial and business literacy for family management. In 1777, during Burgoyne's invasion of New York, Angelica profoundly disappointed her mother by eloping with John Carter, an Englishman she found intellectually engaging and cosmopolitan. Angelica and the Founders: The Revolution and the Hamilton Connection — Molly Beer — Beer examines Angelica's pivotal role during the American Revolution, including her service alongside Rochambeau's army, traveling to Yorktown shortly after delivering her third child. Her sister Elizabeth ("Betsy") married Alexander Hamilton, who deliberately married into the prominent Schuyler family to elevate his social standing and political prospects. Following the war, Angelica's eldest son, Philip, founded the town of Angelica in western New York, the community where Beer herself was subsequently raised. Angelica in Europe: John Church, London Society, and Diplomacy — Molly Beer — Following ratification of the peace treaty, Angelica and her husband sailed to Paris to collect outstanding payments owed by the Frenchgovernment. John Carter leveraged the wartime amnesty to settle accumulated debts, reconcile with his estranged family, and legally adopt the name John Barker Church. Angelica relocated to London's elegant Mayfairneighborhood, where she established herself as a prominent American patriot. She strategically positioned herself at the intersection of cultural and diplomatic negotiations, entertaining influential figures including Lafayette and the Adamses, while exerting subtle influence over American diplomatic representatives toward negotiated peace. Angelica's Later Life: Return, Tragedy, and Founding Angelica, NY — Molly Beer — Angelica visited the United States for President Washington's 1789 inauguration but quickly returned to London, disappointed that the nascent republic fell short o Woke Capitalism: Origins, ESG, DEI, and the Power of BlackRock — Charles Gasparino — Gasparinotraces the origins of "woke capitalism," detailing how corporate America shareholder returns toward stakeholder capitalism models. L The Flashpoints of Woke Capitalism: Occupy Wall Street and the SEC — Charles Gasparino — Gasparinoidentifies the 2008 financial crisis and the ensuing progressive populist backlash, including the Occupy Wall Streetencampment at Zuccotti Park, as pivotal flashpoints accelerating corporate woke adoption.... Disney and ESPN: Running a Blue Company in a Red State — Charles Gasparino — Gasparino analyzes the radicalization of the Walt Disney Company, noting that CEO Bob Iger brought progressive cultural affinities while the company.... Go Woke, Go Broke: The Financial Backlash and Corporate Retreat — Charles Gasparino — Gasparinoreports that woke capitalism is experiencing significant financial retrenchment as corporations suffer bottom-line consequences... Freedom's Forge: FDR, WWII Mobilization, and Bill Knudsen — Arthur Herman — Herman discusses his book Freedom's Forge, detailing the extraordinary challenge FDR confronted in May 1940 to prepare America for modern industrial warfare. The preeminent industrialist summoned for this task was Bill Knudsen, CEO of General Motors. Knudsen, a Danish immigrant and former Ford executive, possessed unparalleled expertise in flexible mass production—the capacity to modify production line processes continuously while maintaining output. Knudsen applied these revolutionary manufacturing techniques to transform the American automobile industry into an "Arsenal of Democracy," producing critical war materiel including military trucks and armored tanks. Henry Kaiser: The Builder of Liberty Ships — Arthur Herman — Herman profiles Henry Kaiser, the second transformative figure in Freedom's Forge. Kaiser, a road construction entrepreneur who had previously coordinated monumental infrastructure projects including the Boulder Dam, demonstrated relentless commitment to ambitious thinking and delivery ahead of schedule and under budget constraints. In late 1940, Kaiser persuaded both Britishand American governments to contract him to construct "throwaway freighters"—Liberty ships—despite possessing no prior shipbuilding experience. Between 1941 and 1945, Kaiser successfully built 2,710 Liberty ships, fundamentally enabling Allied logistics and supply operations. The B-29 Superfortress and the Battle of Omaha — Arthur Herman — Herman recounts the genesis of the B-29 Superfortress bomber, conceived after General Hap Arnold consulted with Charles Lindbergh in 1939. The B-29 represented the ultimate expression of air supremacy doctrine, demanding revolutionary technologies including pressurized crew cabins and remote-controlled gun turrets that did not yet exist. Bill Knudsen directed the program, overcoming severe delays and persistent technical deficiencies. Knudsen won the "Battle of Omaha" by insisting that aircraft be extensively modified after assembly to achieve operational flight status, thereby integrating a massive female industrial workforce into B-29 production processes. Lessons from WWII: Unleashing Private Enterprise — Arthur Herman — Herman explores the strategic tension during WWII between New Deal administrators favoring centralized government command and industrialists prioritizing private sector innovation and operational flexibility. FDR and Knudsen learned from the disastrous centralized economic control failures of WWI, choosing instead to permit American private enterprise to "determine production methodologies and develop solutions for urgent national requirements." The fundamental secret to Allied victory was unleashing private sector dynamism, entrepreneurial expertise, and competitive energy. Herman draws contemporary parallels, arguing that modern defense strategy must replicate this model, contrasting bureaucratic NASA operations with innovative private enterprises including SpaceX.

    Pest Control Marketing Domination Podcast
    Reflections on 2025 for Pest Control

    Pest Control Marketing Domination Podcast

    Play Episode Listen Later Nov 29, 2025 39:47


    As we head into 2026, most pest control owners say they want to “grow”… but very few have actually defined what that growth should look like. In this episode, we hit pause on the day-to-day chaos and walk through how to decide who you really want to be in your local market: slow-and-steady, a tight operation adding a couple of strong routes, or a fast-growth brand aiming to dominate your service area.From there, we break that vision down into a practical 2026 blueprint built quarter by quarter. Instead of one big fuzzy annual goal, you'll hear how to structure four 90-day sprints with clear priorities, measurable targets, and end-of-quarter evaluations that keep you honest and on track.We'll also look ahead at some of the big shifts coming for pest control companies in 2026—from AI-driven tools and smart monitoring to tighter regulations, demand for greener solutions, subscription-style service models, and higher customer expectations around digital communication and transparency. The goal of this episode is simple: help you build a realistic, intentional plan that matches the company you want to become, instead of rolling into another year just hoping it'll be better than the last.In this episode, you'll learn:How to define the kind of pest control company you actually want to be in your marketWhy “grow” is not a real plan—and how to replace it with a clear 2026 identityHow to build a quarter-by-quarter blueprint with focused 90-day sprintsWhat to include in your end-of-quarter evaluations so you can adjust, not just complainThe major changes coming in 2026: AI, smart monitoring, regulations, ESG, and greener expectationsHow subscription models, online booking, and digital inspections are reshaping customer experienceWhat top-tier local companies will do differently to win and keep the best residential and commercial accountsUse this episode as your working session: listen, hit pause, and start sketching the 2026 blueprint for your business.nect with UsPlease review us at Rhino Pest Control Marketing and interact with us to let us know how we can improve in 2025.Casey Lewis

    The Sustainability Journey
    Will Your Business Survive When Customers Start Asking for Proof?

    The Sustainability Journey

    Play Episode Listen Later Nov 29, 2025 26:57 Transcription Available


    In most emerging markets, “sustainability” has been designed for big exporters, banks and multinationals. Everyone else – the micro, small and medium businesses that actually employ people and move the economy – is basically left out but more and more customers are asking for proofs. In this episode, Luke Hayman, Executive Director of Sustainable Kenya, explains how his team is trying to flip that script with an Africa-first sustainability infrastructure. Instead of 40-page ESG questionnaires in foreign jargon, they use: Short, contextualised assessments in English and Swahili AI to analyse answers, documents and even voice notes Clear scorecards plus realistic next steps, not just a vanity score A growing public directory of businesses that can actually prove what they claim We talk about why sustainability is fast becoming a language of credibility in Kenya: if you can show evidence, you unlock customers, finance and partnerships; if you cannot, you are increasingly invisible. Luke also shares what Kenyan consumers are really saying about “sustainable products”, why price and trust still block action, and how shared data could stop every investor inventing their own ESG scoring system. If you are tired of ESG theatre and want to see what practical, bottom-up sustainability looks like, this conversation is for you.

    The John Batchelor Show
    S8 Ep140: PREVIEW — Charles Gasparino — Go Woke, Go Broke: CEOs, Groupthink, and the Radicalization of Corporate America. Gasparino argues in Go Woke, Go Broke that the radicalization of American corporate leadership originated at the executive level,

    The John Batchelor Show

    Play Episode Listen Later Nov 28, 2025 2:32


    PREVIEW — Charles Gasparino — Go Woke, Go Broke: CEOs, Groupthink, and the Radicalization of Corporate America. Gasparino argues in Go Woke, Go Broke that the radicalization of American corporate leadership originated at the executive level, not within HR departments. He contends that concepts including ESG and DEI were systematically adopted through corporate groupthink, particularly at Davos, which he characterizes as "progressive group think on steroids." This dynamic has created an ecosystem wherein CEOs collectively pursue an identical corporate agenda divorced from shareholder interests and market realities.

    財經一路發
    尋找安心股 2025.11.27

    財經一路發

    Play Episode Listen Later Nov 28, 2025 44:07


    首屆「企業海洋永續貢獻獎」表揚海洋守護者【企業挺海洋】為了讓更多企業力量,導入海洋保育,開啟海洋ESG之路,海委會首度設立企業海洋永續貢獻獎,表揚海洋保育走在最前線的企業海洋委員會官方臉書: https://fstry.pse.is/8ecdey ------以上為海洋委員會廣告------ —— 以上為 Firstory Podcast 廣告 —— 【98有聲書房】開張,訂閱收藏News98精選有聲書:https://apple.co/44KcuRo 主持人:阮慕驊 來賓:《今周刊-存股助理電子報》總編輯 謝富旭 主題:尋找安心股 節目時間:週一至週五 5:00pm-7:00pm 本集播出日期:2025.11.27 此集影片YouTube連結 https://youtube.com/live/1VjpbEce4P0

    2050 Investors
    Data Centers: Where AI builds Its Brain (ft. Sikander Rashid, Global Head of AI Infrastructure at Brookfield)

    2050 Investors

    Play Episode Listen Later Nov 27, 2025 33:51 Transcription Available


    Artificial intelligence may appear weightless, but its backbone is built on vast, energy-hungry data centers. In this episode, host Kokou Agbo-Bloua explores how these facilities—from corporate server farms to hyperscale sites—have become the brain of the AI boom. Kokou dissects the dual demands of AI: training massive models and running inference, and how these processes are fundamentally reshaping global energy and water consumption, while fuelling a trillion-dollar investment race.Later, Sikander Rashid, Global Head of AI Infrastructure at Brookfield Asset Management, joins to discuss how investors are navigating soaring demand for computational power amid the global race towards Artificial General Intelligence (AGI). He shares his insights on how balancing carbon mitigation with capacity expansion could reshape global capital flows and addresses the age-old question: are we in an AI boom or a bubble?Tune in now to uncover the hidden infrastructure behind AI—and what it means for the future of technology, finance, and the planet.CreditsPresenter & Writer: Kokou Agbo-BlouaProducers & Editors: Jovaney Ashman, Jennifer Krumm, Louis TrouslardSound Director: La Vilaine, Pierre-Emmanuel Lurton. Music: Cézame Music AgencyGraphic Design: Cédric CazalyWhilst the following podcast discusses the financial markets, it does not recommend any particular investment decision. If you are unsure of the merits of any investment decision, please seek professional advice. Hosted by Ausha. See ausha.co/privacy-policy for more information.

    Esta pareja 台瓜夫妻
    962. (A2-B1) ¿Qué maestro me conviene para aprender un idioma?

    Esta pareja 台瓜夫妻

    Play Episode Listen Later Nov 27, 2025 8:52


    首屆「企業海洋永續貢獻獎」表揚海洋守護者【企業挺海洋】為了讓更多企業力量,導入海洋保育,開啟海洋ESG之路,海委會首度設立企業海洋永續貢獻獎,表揚海洋保育走在最前線的企業海洋委員會官方臉書: https://fstry.pse.is/8ece4p ------以上為海洋委員會廣告------ —— 以上為 Firstory Podcast 廣告 —— Support this show: https://esta-pareja.firstory.io/join Leave a comment and share your thoughts: https://open.firstory.me/user/ckkpgxtrc1dry0866oypwapxf/comments 填寫 Yolanda 老師 x Hahow 好學校課程「外語學習全攻略」課前問卷,許願課程單元+抽獎 300 元購物金 加入台瓜夫妻 YouTube 會員頻道,一年紮實學好 A1-B1 的 50 個精華文法 加入台瓜夫妻 Podcast 會員專屬頻道,一年紮實學好 A1-B1 的 50 個精華文法 贊助台瓜夫妻一杯咖啡,行動支持我們的創作 留言告訴我你對這一集的想法: https://open.firstory.me/user/ckkpgxtrc1dry0866oypwapxf/comments 想諮詢雲飛課程,歡迎加 Line: yunfei1205 ,預約線上諮詢 想了解雲飛西語「線上密集班」課程?按這裡 想了解 2025 年雲飛一般課程、DELE 準備班課程?點這裡看成人團體課程 聰明學好語言必讀:懂語感無痛學好任一種外語 西班牙語教材推薦 雲飛臉書粉絲頁 雲飛西班牙語、華語、師資訓練課程官網 雲飛線上學校預錄型課程 游皓雲 Yolanda 老師個人部落格 洛飛南 Fernando 老師個人部落格 教室地址:

    ESG voices
    Infrastructure and the built environment

    ESG voices

    Play Episode Listen Later Nov 27, 2025 27:45


    In episode 42 of ESG voices, we explore what sustainability and regeneration really mean for urban infrastructure and for all of us.

    Silicon Valley Tech And AI With Gary Fowler
    Sustainable Investing, ESG, and the Future of Global Development with Vikram Gandhi

    Silicon Valley Tech And AI With Gary Fowler

    Play Episode Listen Later Nov 27, 2025 30:54


    Join Vikram Gandhi, Senior Lecturer at Harvard Business School and Co-Founder of Asha Ventures, in a powerful conversation with Gary Fowler as they explore how sustainable investing and ESG principles are transforming the future of business, finance, and development. With decades of experience in global finance, impact investing, and emerging markets, Vikram unpacks the systems-level changes shaping a more equitable and climate-aligned global economy.

    Podcasty Aktuality.sk
    SHARE: Ušetríte rekonštrukciou? Nový nástroj to vám to povie presne

    Podcasty Aktuality.sk

    Play Episode Listen Later Nov 27, 2025 33:37


    Budovy v EÚ spotrebujú obrovské množstvo energie. Na Slovensku je situácia špecifická množstvom rodinných domov zo 60. až 80. rokov, ktoré často prešli len čiastočnou alebo žiadnou rekonštrukciou. Potenciál na úsporu je v týchto prípadoch obrovský a môže dosahovať stovky eur mesačne. Ako však zistiť, čo sa oplatí práve vám, bez zložitej technickej dokumentácie?V novom dieli podcastu SHARE sa Maroš Žofčin rozpráva s Petrom Boledovičom, špecialistom VÚB banky na ESG. Predstavujú novú Kalkulačku zelenej rekonštrukcie – nástroj, ktorý na pár klikov odhadne vaše potenciálne úspory, náklady na rekonštrukciu aj možnosti financovania, vrátane prehľadu o dotáciách.Podcast prinášame v spolupráci s VÚB bankou.Pripravte sa na budúcnosť s knihou od redaktorov Živé.sk „Umelá inteligencia: Pripravte sa na budúcnosť“. Teraz aj ako ebook!TIP: https://zive.aktuality.sk/clanok/0RfdZVW/nahliadnite-do-buducnosti-vydavame-knihu-o-umelej-inteligencii/V podcaste hovoríme aj o týchto témach:Prečo sú staršie rodinné domy najväčšou príležitosťou na šetrenie energií.Ako funguje online kalkulačka: Výpočet úspor bez potreby technických výkresov.Alchýmia dotácií: Ako nástroj zohľadňuje aktuálne, minulé aj budúce výzvy.Kľúčové zistenie: Kedy je mesačná splátka úveru na rekonštrukciu nižšia než suma, ktorú ušetríte na energiách.Prečo expert radí nečakať na štátne dotácie a začať s obnovou čo najskôr.Podcast SHARE pripravuje magazín Živé.sk.

    Late Confirmation by CoinDesk
    Blockspace Podcast: Why Most Bitcoin Treasury Companies Are Struggling — and the One That's Getting It Right

    Late Confirmation by CoinDesk

    Play Episode Listen Later Nov 26, 2025 43:41


    Matt Cole, CEO of Strive, discusses corporate Bitcoin strategy, amplification tactics, surviving volatility, and why Bitcoin's 30%+ annual returns make it the ultimate hurdle rate for treasury companies in 2025. Matt Cole, Chairman and CEO of Strive Bitcoin Treasury Company joins us to talk about corporate Bitcoin treasury strategies, why he's structurally bullish on 30%+ annual returns, how Strive amplifies Bitcoin exposure through preferred equity without margin requirements, the pivot from ESG pushback to Bitcoin maximalism, and why removing capital gains taxes could make Bitcoin actual money in America. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • Bitcoin expected 30%+ annual returns over 10-15 years • Strive manages $2B AUM across 13 ETFs • Matt's net worth in Bitcoin since 2016-2017 • 50% drawdowns expected as normal volatility • Preferred equity structure allows riding to $1 • Strategic Bitcoin reserve strengthens USA Timestamps: 00:00 Start 01:44 Vibes at Strive & BTC crashing 04:06 Treasury companies 07:36 What makes a "good" treasury company? 15:12 MSTR needs to catch up to Strive 20:51 Wall Street understanding 26:38 Credit rating innovation 29:59 ESG 35:33 Technical Bitcoin topics 42:15 2026 -

    Passive Income Pilots
    #135 - The Truth About Oil and Gas Investing with Tim Pawul

    Passive Income Pilots

    Play Episode Listen Later Nov 26, 2025 52:50


    Are you unknowingly passing up five-figure tax savings available right now?Tait Duryea and Ryan Gibson sit down with oil and gas expert Tim Pawul to reveal why minerals, royalties, and non-operated working interests have become one of the most powerful tools for cash flow and tax strategy. Get ready to understand the real reason hydrocarbons aren't going anywhere, how minerals function like “underground real estate,” and why non-op wells offer significant first-year tax advantages for high-income earners. Discover how pilots can use this asset class to balance real estate, reduce taxable income, and access institutional-quality deals with transparency and scale.Tim Pawul is the President of Minerals and Royalties Authority, a leading connector, advisor, and investor in the oil and gas minerals space. With over a decade of experience mapping the institutional evolution of minerals, Tim has become one of the industry's loudest, most trusted voices. He hosts The Minerals and Royalties Podcast, works with institutional and private investors, and brings unmatched insight into minerals, royalties, and non-operated working interests. His deep industry relationships make him a go-to resource for anyone serious about energy investing.Show notes:(0:00) Intro(1:04) Fossil fuel dependence today(2:07) Introducing guest expert Tim Pawul(4:06) How Tim entered the minerals industry(7:02) Why shale changed everything(11:12) How minerals became institutional(19:11) What mineral rights actually are(32:39) How non-op working interests work(44:54) Red flags and due diligence tips(51:32) OutroConnect with Tim Pawul:LinkedIn: https://www.linkedin.com/in/tim-pawul-54aa9526/The Minerals and Royalties Podcast:Apple Podcasts: https://podcasts.apple.com/us/podcast/the-minerals-and-royalties-podcast/id1502759760 Spotify: https://open.spotify.com/show/2uiMdKFVMq7hWv1EBCDLsI Learn more about: Turbine Capital Iron Horse Energy Fund providing 80-85% tax deduction for 2025:https://turbinecap.investnext.com/portal/offerings/8798/Turbine Capital Oil & Gas Tax Benefits eBook: https://drive.google.com/file/d/17jUYSuoJGCU2ea4SN6MLgazmp-3LE2Lt/view Terms not explained during the episode: ESG = Environmental, Social Governance. ESG stands for Environmental, Social, and Governance, a set of standards used to evaluate a company's sustainable and ethical practices.AFE = Authorization For Expenditure. A formal document used in the oil and gas industry to outline the detailed cost estimate and approval for a specific project, such as drilling, completion, or reworking a well. It serves as a budget and a project proposal, requiring partner approval before capital is committed and tracking expenditures against the budgeted amount. G&A = General and AdministrativeNAPE Expo: https://registration.expologic.com/registration/types/668F3878-BC35-4659-A750-6491C592938D/3591 NAPE Registration Discount Code: MRA26 to get $75 off—Do you have questions or want to discuss this episode? Contact us at ask@passiveincomepilots.com *Legal Disclaimer*The content of this podcast is provided solely for educational and informational purposes. The views and opinions expressed are those of the hosts, Tait Duryea and Ryan Gibson, and do not reflect those of any organization they are associated with, including Turbine Capital or Spartan Investment Group. The opinions of our guests are their own and should not be construed as financial advice. This podcast does not offer tax, legal, or investment advice. Listeners are advised to consult with their own legal or financial counsel and to conduct their own due diligence before making any financial decisions.

    聽天下:天下雜誌Podcast
    【永續會Ep.98】可以被分享的治理力!不只管自己,也讓生態圈共好|桃金企業獎-ESG 企業治理

    聽天下:天下雜誌Podcast

    Play Episode Listen Later Nov 26, 2025 33:49


    可以被分享的治理力!協易機械×邑昇實業分享如何把內部治理轉化為外部影響力,打造供應鏈與產業夥伴的共好網絡。從製造到電子零組件,讓制度成為生態圈共好的橋樑。精彩內容請收聽本集節目。 節目主持人:天下雜誌未來事業部「永續會」 永續發展策略長 熊毅晰 節目來賓:協易機械工業股份有限公司總經理 李丞偉、邑昇實業股份有限公司:總經理 李上治 製作團隊:天下實驗室、天下整合傳播部 【本集重點】 1.中小企業如何從法規要求走向超前部署,把 ESG 當成長期競爭力? 2.協易機械無償提供 Q-Carbon 系統,帶動供應鏈一起減碳。 3.邑昇實業揭露上千噸減碳秘訣,從能源管理到兩年回本的投資。 桃金企業獎由桃園市政府推動,以 ESG 的真(治理)・善(社會)・美(環境)為核心,鼓勵企業在地扎根、實踐共好精神。 想聽更多桃金獎故事?歡迎收聽「企業女力|友善職場典範」。 https://solink.soundon.fm/episode/f1f27526-3d75-479e-adb9-b0f0b8286aeb 本集節目為 桃園市政府 經濟發展局 廣告 -- Hosting provided by SoundOn

    小潘&寶拉
    在地美食(人間極品/令人抗拒)

    小潘&寶拉

    Play Episode Listen Later Nov 26, 2025 54:12


    首屆「企業海洋永續貢獻獎」表揚海洋守護者【企業挺海洋】為了讓更多企業力量,導入海洋保育,開啟海洋ESG之路,海委會首度設立企業海洋永續貢獻獎,表揚海洋保育走在最前線的企業海洋委員會官方臉書: https://fstry.pse.is/8ecdgk ------以上為海洋委員會廣告------ —— 以上為 Firstory Podcast 廣告 —— 本集節目內容可能令人食慾盡失或胃口大開。 = 商業合作信箱:janejanepp168@gmail.com 小潘IG:run_0305 寶拉IG:wan715 FB粉絲團「小潘&寶拉」 歡迎自由捐獻:https://open.firstory.me/join/168168 Powered by Firstory Hosting

    ESG Currents
    Nissin's Pioneering Approach to Nature Capital

    ESG Currents

    Play Episode Listen Later Nov 26, 2025 16:46 Transcription Available


    Nature capital has become a central theme in ESG investing, helping companies design strategies to boost economic growth while preserving the environment, with discussions at COP30 helping to increase global attention. Instant cup noodle producer Nissin Foods Holdings has been recognized by Japan’s Financial Services Agency as a leading firm in nature capital disclosure. In this episode, Kaya Tanii, head of sustainability strategy at Nissin Foods, speaks with Yasutake Homma, ESG analyst at Bloomberg Intelligence, about the challenges behind its disclosure journey, and how nature capital has become financially material to its business. This episode was recorded on Nov. 6.See omnystudio.com/listener for privacy information.

    Ropes & Gray Podcasts
    Decoding SFDR 2.0: Navigating the European Commission's Proposed ESG Reforms

    Ropes & Gray Podcasts

    Play Episode Listen Later Nov 26, 2025 17:48


    On this Ropes & Gray podcast, Michael Littenberg, corporate partner and global head of the firm's ESG, CSR & Business and Human Rights compliance practice, and asset management partner Eve Ellis break down the European Commission's proposed SFDR 2.0 revisions. They discuss new product labels, streamlined disclosure requirements, and the removal of certain compliance pain points. The episode explores operational implications for asset managers, cross-border challenges, and the impact on fund strategies, offering practical advice for navigating the evolving EU ESG regulatory landscape and preparing for upcoming changes.

    Irish Tech News Audio Articles
    All-Island Circular Venture Awards €10,000 prize pool

    Irish Tech News Audio Articles

    Play Episode Listen Later Nov 26, 2025 7:03


    Irish Manufacturing Research (IMR) as secretariat of CIRCULÉIRE is delighted to announce the shortlist for the inaugural All-Island Circular Venture Awards. Ten ventures will pitch to a high-profile audience of investors, industry leaders, policy makers, and media on 27th November to compete for a €10,000 prize pool. Open to late-stage start-ups and ventures across the island of Ireland, the All-Island Circular Venture Awards are designed to recognise companies pioneering the emergence of the circular economy sector by enabling or demonstrating a circular value proposition. The ten shortlisted companies include Arcology System, Biographene Innovations Ireland, BladeBridge, Circular Food Co, Ecoroots, Gemell Technology Limited, HaPPE Earth, Harp Renewable, Integrated Materials Solutions and Kinset Limited. Circular Venture Awards €10,000 prize pool, Nov 27th The selected ventures represent an extremely broad range of sectors including commercial fitout infrastructure, construction waste management, compostable PPE, biobased production and packaging solutions; repurposed wind energy infrastructure; digital enablement of circular processes; aerobic digestion; additional manufacturing for textiles; and upcycling of food residuals. Referring to the recruitment and shortlisting process, Agnese Metitieri, Circular Economy Venture Lead at IMR, said: "We are very pleased with the wide range of applications we received. Their variety and ingenuity reflect the growing momentum for an emerging and healthy circular ecosystem, with great opportunities for ventures to express transformative potential and build a zero-carbon future for the island of Ireland." To compete for a prize pool of €10,000 plus coaching with international entrepreneurship and circular economy experts, the ventures will pitch to a judging panel of leaders in circular economy innovation, venture investment, and advanced manufacturing. Mark Nodder, Joint CEO of Makers Alliance; Jamie Rowles, Partner at Regeneration.VC; Faye Walsh Drouillard, Founding & Managing Partner of WakeUp Capital; and Dr. Geraldine Brennan, Director of Circular Economy Innovation at Irish Manufacturing Research will adjudicate on the day. The 10 companies pitching on the 27th November are: Arcology System enables adaptive, circular, and waste-free interiors through a modular, sensor-enabled construction system. Bio Graphene Innovations Ireland transforms agricultural waste into bio-graphene materials that decarbonise concrete, enabling seawater use, and establishing a scalable circular manufacturing model for Europe. BladeBridge repurposes retired wind turbine blades into durable infrastructure. Circular Food Co recovers food waste to turn into high value ingredients. Ecoroots transforms agricultural waste into compostable mycelium packaging powered by a data-driven platform for scalable, zero-waste biomanufacturing. Gemell Technology Limited reduces unnecessary textile waste through data-driven 3D visualisation and analytics. HaPPE Earth makes single-use PPE into a circular solution, replacing plastics with compostable materials, converting waste into fertiliser, and delivering ESG insights cutting costs, carbon, and complexity. Harp Renewables supplies advanced, fully circular food waste solutions for all industries. Integrated Materials Solutions (IMS) accepts C&D wastes and processes them into certified low carbon secondary aggregates for reuse in the construction industry. Kinset connects supply chain, material, and lifecycle data in one trusted system, making it simple for brands to demonstrate transparency, enable reuse and recycling, and engage consumers through interactive digital experiences. The All-Island Circular Venture Awards are designed and led by Irish Manufacturing Research (IMR) and funded by the Department of Climate, Energy and the Environment (DCEE). About Irish Manufacturing Research (IMR) IMR partners with industry to demystify emerging technologies, de-risk adoption, a...

    Awarepreneurs
    384 | Building Companies of Consequence within the Electron Economy with Phillip Krim

    Awarepreneurs

    Play Episode Listen Later Nov 25, 2025 48:41


    Bio: Philip Krim is the Co-Founder and CEO of Montauk Climate. Previously he founded early-stage investment firm Montauk Ventures. He also co-founded, led, and served as Chairman of Casper Sleep, scaling it to over $500M in revenue, taking it public on the NYSE, and overseeing its eventual sale. Mr. Krim is a Director of the Travis Manion Foundation and on the Leadership Council of the Robin Hood Foundation. He holds a B.B.A. in Marketing from the Red McCombs School of Business at the University of Texas at Austin Bio: Evan Caron is Co-Founder and CIO of Montauk Climate with over 20 years of experience in energy, electricity risk, and commodity management. He previously led Venture at Riverstone Holdings, a $40B energy investment firm, and co-founded ClearTrace, an ESG data platform for emissions tracking. Evan is also Co-Founder of Daylight Energy, a community energy software network. He serves on the Board of RPower, a distributed energy platform backed by Isquared, and previously served on MP2 Energy's Board before its acquisition by Shell. Earlier in his career, Evan held senior roles at Deutsche Bank, Mercuria, and Trailstone. Links: Montauk Capital site Clear Current site Haven Energy site Electron X site Phillip's email Phillip LinkedIn Evan LinkedIn

    The Way of The Wolf
    257: From Introverted IT Nerd to Executive Leader: Building a Powerful Personal Brand

    The Way of The Wolf

    Play Episode Listen Later Nov 25, 2025 26:58


    Sean Barnes, President of Wolf Executives and former VP of IT, HR, ESG, and Leadership Development in oil and gas, shares how building a personal brand became the biggest unlock of his life. From introverted “IT nerd” hiding behind a keyboard… …to an executive leading multiple functions and launching his own company… Sean walks through the exact mindset shifts and strategies that helped him build a reputation as a problem solver, leader builder, and trusted executive partner. Using examples from brands like Nike, Lamborghini, and Louis Vuitton, Sean breaks personal branding down to its simplest form: What are you known for when you're not in the room?   Podcast Show Notes – Episode 257 | 11.25.2025 Episode Title: From Introverted IT Nerd to Executive Leader: Building a Powerful Personal Brand   Key Moments 00:00 – Opening and introduction 01:14 – Who actually has a personal brand? 01:53 – Nike vs. Reebok: what brand really is 03:29 – The introverted kid in the corner 04:21 – Discovering technology and drive 05:48 – Ladder climbed… purpose missing 07:06 – “I think I can lead HR” (and getting shut down) 10:39 – The email that changed everything 11:44 – Becoming VP of IT and HR overnight 12:08 – Learning to lead people, not just systems 13:11 – “All ships rise with the tide” 13:36 – Adding PMO and ESG to the mix 14:00 – Stacking domains: IT, HR, PMO, ESG, HSE, leadership development 15:08 – Entrepreneurship and adversity 15:40 – What this has to do with personal brand 16:06 – Lamborghini and Louis Vuitton: one-word associations 16:37 – Brand in its simplest form 17:20 – The three pillars: Clarity, Visibility, Value 17:37 – Clarity: getting real feedback (even from your nemesis) 18:55 – Aim your brand: who do you want to become? 19:29 – Visibility: how you show up in rooms and inboxes 20:28 – LinkedIn done simply 21:21 – Turning events into content 21:38 – Value: give more than you take 22:22 – The results: reputation, influence, and invitations 23:50 – Why this is a marathon, not a sprint 24:23 – Being spoiled for choice 25:33 – The playbook & closing challenge Key Takeaways Everyone already has a personal brand — it's what people say about you when you're not in the room, whether you've been intentional about it or not. Clarity comes first: you need to know what you're known for today and what you want to be known for tomorrow, then close that gap with deliberate growth. Visibility matters: how you show up in meetings, emails, conferences, and on LinkedIn shapes your executive presence and reputation. Value is the engine: approach every interaction by giving more than you take, even when it's tiring, that's how trust and reputation are built. Adversity and stretch roles are brand accelerators: saying yes to hard, unfamiliar opportunities forces growth and creates powerful stories about who you are as a leader. A strong personal brand gives you options: when you're known and trusted, you're no longer trapped in toxic cultures, you're “spoiled for choice” in your career.   Host: Sean Barnes Website: https://www.wolfexecutives.com   https://www.seanbarnes.com LinkedIn: https://www.linkedin.com/in/seanbarnes/ https://www.linkedin.com/company/wolfexecutives https://www.linkedin.com/company/thewayofthewolf/ LinkedIn Newsletter: https://www.linkedin.com/newsletters/7284600567593684993/ The Wolf Leadership Series: https://wolfexecutives.com/wolf-leadership-series/ YouTube: youtube.thewayofthewolf.com Twitter: https://x.com/the_seanbarnes https://x.com/wolfexecutives Instagram: https://www.instagram.com/the_seanbarnes https://www.instagram.com/wolfexecutives https://www.instagram.com/the_wayofthewolf TikTok: https://www.tiktok.com/@the_seanbarnes Email: Sean@thewayofthewolf.com Audible: https://www.audible.com/pd/The-Way-of-the-Wolf-Podcast/B08JJNXJ6C Spotify: https://open.spotify.com/show/2BTGdO25Vop3GTpGCY8Y8E?si=ea91c1ef6dd14f15

    Ad Law Access Podcast
    Recycling Old Tricks- State AGs Probe Plastics Industry Collusion in Latest ESG Probe

    Ad Law Access Podcast

    Play Episode Listen Later Nov 25, 2025 4:24


    State attorneys general from Florida, Texas, Iowa, Nebraska, and Montana are investigating recycling groups like the U.S. Plastics Pact and GreenBlue Institute, alleging their sustainability goals may amount to antitrust and consumer protection violations. The AGs warn that these environmental organizations could be coordinating to restrict plastic output and mislead consumers on recyclability, potentially functioning as a “group boycott” in violation of state and federal law. This matters for ESG teams, trade associations, and legal/compliance groups: sustainability collaborations can trigger antitrust scrutiny—even among nonprofits—and joint environmental goals may need to be evaluated for competitive risk. Hosted by Simone Roach. Based on a blog post by Paul L. Singer, Abigail Stempson, Beth Bolen Chun, and Andrea deLorimier.

    SRI360 | Socially Responsible Investing, ESG, Impact Investing, Sustainable Investing
    Why Impact Must Become Finance's Third Axis: Rethinking Returns, Risk, and Responsibility

    SRI360 | Socially Responsible Investing, ESG, Impact Investing, Sustainable Investing

    Play Episode Listen Later Nov 25, 2025 109:29


    Richard Brandweiner, Chair of Impact Investing Australia and a longtime institutional investor, joins the show to discuss the realities of impact investing at scale. He reflects on universal ownership, system-level risks, blended finance, and what it truly takes to align capital with real-world outcomes and fiduciary expectations.Richard shares lessons from leadership roles at Perpetual, Aware Super, LeapFrog, Pendal, and Regnan, and why hope isn't a strategy when designing investment frameworks meant to deliver measurable impact.A candid conversation for investors, asset owners, and practitioners who want an honest look at where sustainable finance is working, and where it isn't.—Intro (00:00)Parents' WWII survival shaped Richard's moral compass (03:54)Studied economics at the University of New South Wales (08:06)Trading shares through the 1987 market crash in high school (10:44)Career in Perpetual Investments and creating the first sustainable fund (13:15)Becoming CIO at First State Super in 2013 (17:34)Affordable housing fund idea sparked impact focus (19:34)Structural issues in asset owner systems (33:29)Transition from CIO to Leapfrog impact role (38:35)Challenges launching institutional-grade impact fund (42:04)Becoming BT CEO and integrating Regnan's early ESG legacy (43:54)At Regnan, the impact case is the investment case (48:29)Regnan's measurement approach and SDG taxonomy (54:18)Impact Investing Australia - mission and focus (58:37)Making impact the third axis in finance (01:04:55)Ethical vs ESG vs impact investing (01:09:22)How Australian Ethical outperforms with values-led investing (01:12:16)Governance for Aboriginal community investment and autonomy (01:14:00)Structural barriers to scaling impact investing globally (01:21:38)Communication and accounting gaps in environmental costs (01:32:08)Rapid-fire questions (01:35:37)Contact info (01:47:14)— Discover More from SRI360°: Explore all episodes of the SRI360° PODCAST Sign up for the free weekly email update—Additional Resources:Richard Brandweiner LinkedInImpact Investing Australia Website

    WBCSD Panorama
    Episode 9: Linking Sustainability, Accounting, and AI for Real Business Value

    WBCSD Panorama

    Play Episode Listen Later Nov 25, 2025 27:44


    Sustainability and finance can no longer operate in silos – real value emerges when they converge. This episode features Bill and Shiva Rajgopal examining why companies must link ESG efforts to financial performance and how integrating risk factors and sustainability data strengthens business insight. The discussion also highlights AI's growing role in scenario modeling and value assessment, underscoring the cultural and strategic shifts required to make sustainability a true performance driver.

    Absolute Trust Talk
    196: Bitcoin Demystified (Part 3): Currency, Sustainability, and Social Impact

    Absolute Trust Talk

    Play Episode Listen Later Nov 24, 2025 17:01


    Can Bitcoin actually function as real money—and is it destroying the planet? In Part 3 of our cryptocurrency series, host Kirsten Howe continues her conversation with Jirayr Kembikian, CFP® and Managing Director of Citrine Capital, to answer these critical questions. Jirayr systematically breaks down the seven properties that define ideal currency—durability, divisibility, portability, verifiability, scarcity, established history, and ease of use—then compares Bitcoin against both the U.S. dollar and gold. Bitcoin outperforms the dollar on almost every measure and beats gold in critical areas like portability and verifiability. You'll discover why no one can walk into Fort Knox to verify reserves, how Bitcoin's network validates itself every 10 minutes, and why the fixed supply cap means higher prices can never inflate availability (unlike gold mining). But the real surprises come when Jirayr addresses Bitcoin's environmental critics. Learn how mining operations now capture harmful methane from landfills and gas flaring, why Bitcoin uniquely utilizes stranded energy that nothing else can access, and how 55% of the network runs on renewable power—advancing clean energy in unprecedented ways. The conversation extends to Bitcoin's profound social impact: providing financial access to over a billion unbanked people worldwide and offering economic freedom to those living under authoritarian regimes. From Block (formerly Square) integrating Bitcoin into millions of point-of-sale terminals to El Salvador's adoption as legal tender, Bitcoin is moving from investment vehicle to functional currency faster than most realize. Time-stamped Show Notes: 0:00 Introduction 1:38 Breaking down what makes "good money"—the seven research-backed properties of ideal currency compared across Bitcoin, gold, and the dollar. 3:05 Gold's fatal flaw: incredibly heavy and expensive to transport across countries, while Bitcoin enables instant, costless transfers worldwide. 5:18 Start listening now to learn more about why Bitcoin's 21 million supply cap is unchangeable. 5:51 The track record gap—gold's thousands of years of proven use versus Bitcoin's 15-year history remains its biggest weakness. 6:49 Survival needs drive Bitcoin adoption in the Global South, whereas in the West, it is adopted as a store of value. 8:58 Block (formerly Square) just integrated Bitcoin into millions of point-of-sale terminals—a massive shift for real-world payments. 10:17 The merchant advantage: significantly lower fees plus immediate settlement, versus waiting days for credit card deposits. 11:00 Lightning Network explained—designed for fast, cheap, everyday transactions rather than long-term value storage. 12:00 The ESG dilemma—energy consumption concerns initially kept sustainably-focused investors away from Bitcoin. 12:50 The surprising discovery: Bitcoin mining operations now capture harmful methane from landfills and gas flaring, actively reducing emissions. 15:31 How Bitcoin mining accelerates renewable energy—co-location with solar and wind projects makes them profitable sooner while eliminating transmission costs. 15:47 Financial freedom for billions: over 1 billion unbanked people gain access to banking, while those under authoritarian regimes escape government financial control. Get in touch with Jirayr! Managing Director & Co-Founder Citrine Capital CitrineCapitalAdvisors.com jirayr@citrinecapitaladvisors.com 415.494.8262  Take the Next Step in Your Estate Planning Journey If this episode resonated with you, we'd love to help you with your own estate planning needs in California. Schedule a complimentary discovery call with our team at Absolute Trust Counsel. During this no-obligation conversation, we'll: Learn about your unique situation and goals Answer questions about our services Determine if we're the right fit to work together  Visit https://absolutetrustcounsel.com/scheduling/ or call 925-943-2740 to schedule your free discovery call today. Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a couple second and it helps spread the word about the podcast. Episode Credits: The Absolute Trust Talk podcast is brought to you with the help of Q2Mark, led by Chief Marketing Officer Susie Hays. Since 2016, Q2Mark has partnered with Absolute Trust Counsel on all marketing communications—from brand development and website design to this podcast series with over 192 episodes, social media management, video production, and more. If you're business owner looking for comprehensive marketing support, visit Q2Mark.com.

    Herbert Smith Freehills Podcasts
    Going for green in real estate sectors EP3: Data Centres in the AI era

    Herbert Smith Freehills Podcasts

    Play Episode Listen Later Nov 24, 2025 36:33


    This podcast explores how ESG and energy challenges are being addressed in data centre design and development, with a focus on innovation during the AI boom. Speakers: Tim Healey - Partner, HSF Kramer, JP Attlee – Senior Associate, HSF Kramer, Ben Worth, Senior Legal Counsel, Global Switch, Steven Parker – Solutions Engineering Director, Global Switch

    Earth911.com: Sustainability In Your Ear
    Star's Tech Hando Choi On Inventing A Low-Carbon, Low-Chloride De-Icer Made From Star Fish

    Earth911.com: Sustainability In Your Ear

    Play Episode Listen Later Nov 24, 2025 33:39 Transcription Available


    Read along with our transcript.What if the solution to winter's infrastructure corrosion and environmentally benign home sidewalk de-icing was an invasive starfish being thrown back into Korea's coastal waters? Hando Choi, president of Star's Tech, joins the conversation to explain how one region's invasive species problem can become another's environmental breakthrough. The company developed ECO-ST, a de-icing product made from starfish skeletons that not only melts ice faster than conventional rock salt but also reduces the chloride pollution that causes billions of dollars in damage to roads, bridges, and vehicles every winter.Meanwhile, in Korean waters, the Northern Pacific sea star has become such a menace to shellfish aquaculture that the government purchases 3,000 to 4,000 tons annually to control populations. Stars Tech upcycles about 10% of that collected material, extracting the porous calcium carbonate structures that give starfish their shape and their remarkable ability to store and release chloride. The technology began as a high school science project when founder and chief scientist Seungchan Yang experimented with natural pore structures to control ion release, eventually connecting that research to the negative impacts of conventional deicers while studying at Seoul National University.The economic case is compelling once you factor in the full cost of ownership. While ECO-ST runs $465 to $650 per ton compared to $100 to $150 for commodity rock salt, salt itself accounts for less than 5% of most winter maintenance budgets. The Isaac Walton League of America estimates that infrastructure damage from road salt ranges from $30 to $300 per ton used. Stars Tech's simulations based on U.S. municipal data show ECO-ST can deliver up to 5,000% ROI over time when lower infrastructure maintenance costs, fewer reapplications, and ESG compliance benefits are factored in.ECO-ST is available on Amazon in the U.S. and Canada, with retail partnerships launching this winter. You can learn more about Stars Tech at starstech.co.Subscribe to Sustainability In Your Ear on iTunesFollow Sustainability In Your Ear on Spreaker, iHeartRadio, or YouTube

    上發條俱樂部
    飛雄畢業後

    上發條俱樂部

    Play Episode Listen Later Nov 21, 2025 38:20


    首屆「企業海洋永續貢獻獎」表揚海洋守護者【企業挺海洋】為了讓更多企業力量,導入海洋保育,開啟海洋ESG之路,海委會首度設立企業海洋永續貢獻獎,表揚海洋保育走在最前線的企業海洋委員會官方臉書: https://fstry.pse.is/8ecdlf ------以上為海洋委員會廣告------ —— 以上為 Firstory Podcast 廣告 —— 親愛的日記: 好久不見。 飛雄畢業後,這一段時間都在調整自己 無論是對自己、對家人以及對世界的心態 這一集來聊聊關於,飛雄畢業前後的一些大小事 您也可以到youtube收看有話面版本的

    PwC's accounting and financial reporting podcast
    Sustainability now: Rethinking energy cost

    PwC's accounting and financial reporting podcast

    Play Episode Listen Later Nov 20, 2025 37:57


    The levelized cost of electricity (LCOE) is a widely-cited metric used to compare the cost of energy from different power sources—but it's often misunderstood and misused. This week, host Heather Horn is joined by Karl Hausker, Senior Fellow at the World Resources Institute's Polsky Center for the Global Energy Transition, to cover what LCOE really measures, why it's not the full story, and how it fits into the broader effort to decarbonize the power sector. Together, they explore what companies and regulators should consider when evaluating clean energy investments and transition plans.In this episode, we discuss:5:23 – What LCOE measures—and what it misses11:29 – Why LCOE shouldn't drive policy decisions25:20 – Implications for companies and scope 2 emissions31:41 – The future energy mixAs referenced in this episode, explore Karl Hausker's companion slides for more information.At the time of recording, the GHG Protocol exposure drafts on scope 2 had not yet been released. Check out GHG Protocol announces Scope 2 Public Consultation for more information.Looking for more on GHG and sustainability reporting?CARB releases draft emissions reporting templateSustainability now: Inside the GHG Protocol's scope 3 updatePwC's Sustainability reporting guideAbout our guestDr. Karl Hausker is a Senior Fellow in the WRI Polsky Center for the Global Energy Transition. He leads analysis and modeling of climate mitigation, electricity market design, and the social cost of carbon. He testifies before Congress, lectures widely on deep decarbonization, and served as an expert reviewer for Sixth Assessment Report of the Intergovernmental Panel on Climate Change.About our hostHeather Horn is the PwC National Office Sustainability & Thought Leader, responsible for developing our communications strategy and conveying firm positions on accounting, financial reporting, and sustainability matters. In addition, she is part of PwC's global sustainability leadership team, developing interpretive guidance and consulting with companies as they transition from voluntary to mandatory sustainability reporting. She is also the engaging host of PwC's accounting and reporting weekly podcast and quarterly webcast series.Transcripts available upon request for individuals who may need a disability-related accommodation. Please send requests to us_podcast@pwc.comDid you enjoy this episode? Text us your thoughts and be sure to include the episode name.

    Packet Pushers - Full Podcast Feed
    HS117: Environmental, Social and Governance Initiatives: What That Means for Your Organization (Sponsored)

    Packet Pushers - Full Podcast Feed

    Play Episode Listen Later Nov 18, 2025 34:13


    Environmental, Social, Governance (ESG) initiatives aren't just “the right thing to do”, they can also save companies real dollars, particularly if they're investing in data centers and other infrastructure. Join Jonathan Ciccio, Continuous Improvement Manager for The Siemon Company, as we discuss The Siemon Company’s ESG initiatives. The Siemon Company has been in business for... Read more »

    Timcast IRL
    NEW Epstein Emails Drop, Dems Claim TRUMP KNEW, Congress Forces Epstein Release Vote w/ Noah Wall

    Timcast IRL

    Play Episode Listen Later Nov 13, 2025 124:11


    Seamus, Phil, Ian, & Brett are joined by Noah Wall to discuss reports Trump held an emergency meeting over the House planning on voting to release the Epstein files, MAGA outraged after Trump says America needs H-1B Visa workers, Trump denying the economic woes in America, and a socialist winning the mayoral race in Seattle.   Noah Wall is the President and Founder of the State Leadership Initiative (SLI), a conservative organization dedicated to advancing policies in red states that counter progressive ideologies such as ESG and DEI.   Hosts:  Seamus  @FreedomToons  | http://twistedplots.com/ Phil @PhilThatRemains (X) Brett  @PopCultureCrisis  (everywhere) Ian @IanCrossland (everywhere) Serge @SergeDotCom (everywhere) Guest: Noah Wall @NoahWWall (X)