Podcasts about grids

As AI demand surges, our Asia Energy Analyst Mayank Maheshwari discusses the new multi-trillion-dollar investment cycle to secure the power, fuels, grids and storage that keep modern life running.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Mayank Maheshwari, Morgan Stanley's Asia Energy analyst. Today: how AI's rapid growth is forcing Asia into a massive energy buildout across power grids, fuels, storage and dependable energy and power generation. It's Tuesday, June 9th at 8am in Singapore. Every time you ask AI to draft a note, summarize a file, plan a trip or generate an image, the response feels instant and easy. But behind it sits a very physical system: data centers, electricity, cooling, fuel, metals, power lines, storage tanks and ships. There is no AI without energy. And in Asia, the power and energy needs could get much bigger. And right now, we are at a critical inflection point where energy, AI, and security converge into [a] once-in-a-generation investment cycle. We see a super cycle with $5 trillion plus in new investments in energy over next five years, almost double of what we have seen in the past decade. And this has global implications as Asia consumes almost half of the world's energy needs – but produces only about a third of it at home. Energy markets may be global, but energy insecurity is local. It shows up in electricity prices, fuel shortages, factory delays, food supply pressure and household budgets. By 2030, Asia's energy use could rise by about 38 exajoules. That increase is roughly equal to all the energy the Middle East consumes today. Power demand alone could reach about 19 trillion units a year when expressed in kilowatt-hours. That is around four trillion more units of electricity usage than in 2025, driven by data centers, industry, and onshoring of businesses. AI is now part of that demand story. By 2030, data centers could use roughly one-sixth of all new power units in Asia. That makes AI a major new load on the power system. Meeting this demand requires a major investment cycle. Asia's annual energy investment could rise to roughly US$1.1 trillion a year over the next five years. Much of that spending goes into the power system itself: generation, grids, storage and the equipment needed to connect everything. Grids may be the biggest bottleneck. Think of [the] grid as the highway system for electricity. You can build more power plants, but if the roads clog up, the power does not reach homes, factories or data centers. Asia's grid investment needs could reach close to about US$1 trillion by 2030. Transformer lead times have stretched to years in some cases, which shows how tight the equipment supply chain has become. The hardest part is keeping the lights on every hour of the day. Baseload power means electricity that can run around the clock. Asia is adding a large amount of renewable power to its energy infrastructure. But that source depends on when the sun shines or the wind blows. That is why coal, gas and nuclear remain part of the conversation. Storage also moves from useful to essential. Batteries help smooth out renewable power demand when supply rises and falls during the day. Global energy storage installations could rise from about 500 gigawatt hours in 2025 to around 3,000 gigawatt hours in 2030. Powering AI also reaches beyond electricity. Data centers need power, but the system around them needs dependable fuels, grids, batteries, metals, refining, storage and shipping. Electricity has to be generated, moved, backed up and supplied through physical infrastructure. That is why this story pulls in copper and aluminum for grids, fuel refining for transport and petrochemical supply chains, and fertilizers because energy security also connects to food security. The future may look digital, but it will be powered by something far more physical: the largest energy buildout Asia has seen in decades. Thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

Good Morning, I'm Nelson John. On today's Top of the Morning: India's top hotels posted record FY26 earnings, yet their stocks slid up to 35%. Canara Bank's new chief moved to reassure investors as SEBI's ₹15 lakh crore probe into Rajesh Exports widened. A new rule now forces solar projects to use Indian-made cells, and it's nudging tariffs higher. Global investor I Squared Capital is lining up a fresh India infrastructure fund. And India's milk output is set to rise 6% despite a weaker monsoon. Five stories, one clear briefing. Listen now. Learn more about your ad choices. Visit megaphone.fm/adchoices

Europe's power systems are facing a new reality.As heatwaves become more frequent and intense, electricity networks are coming under growing pressure. Rising cooling demand, aging infrastructure and the rapid expansion of renewable energy are all changing how grids operate during periods of extreme weather.The recent Iberian blackout also highlighted how important resilience, flexibility and interconnection have become in maintaining system security.So is Europe's electricity system ready for a hotter future?In this episode of Plugged In, Richard speaks with Julia Demirdag, Germany Correspondent at Montel News, Guy Nicholson from Statkraft, and Paweł Czyżak from Ember about how heatwaves are reshaping Europe's power sector.Together they explore why grids are increasingly becoming the critical point of vulnerability, what lessons can be learned from the Iberian blackout, and how batteries, storage and smarter system design could help future-proof Europe's electricity networks.#PluggedInPodcast #MontelNews #EnergyTransition #PowerMarkets #GridResilience #Heatwaves #EnergySecurity #BatteryStorage #ElectricityMarkets #Renewables #EnergyPolicy #NetZeroHost: Richard Sverrisson – Editor-in-Chief, Montel NewsGuests:Julia Demirdag – Germany Correspondent, Montel NewsGuy Nicholson – Head of Zero Carbon Grid Solutions, StatkraftDr Paweł Czyżak – Europe Programme Director, EmberEditor: Alexandra CarlonProducer: Alexandra Carlon

In this episode, host Kelsey Markl welcomes Head of Systems at Infineon's Green Industrial Power Division Mehrdad Baghaie Yazdi back to the show, where they discuss the massive power demands of gigawatt-scale AI data centers and the necessary shift toward efficient DC grid architectures. They explore how solid-state transformers and advanced semiconductors are replacing traditional infrastructure to reduce energy losses and improve grid resilience. 

Led by Jerry Sargeant. Star Magic Healing isn't just energy work - it's a revolution in transformation. Jerry is a world-renowned healer, speaker, and bestselling author. His mission? To awaken your true power and elevate humanity through high-frequency healing. Jerry has helped thousands across 75+ countries achieve rapid shifts in mind, body, and soul. Now, it's your turn. Whether you want to heal yourself, others, or expand your consciousness, Star Magic gives you the tools to unlock limitless potential. Through hands-on and distance healing, DNA activation, and third-eye awakening, Jerry's training programs are designed for those ready to step into their authentic power and make a real impact. Are you ready to rise? The Star Magic Frequency is calling. Your journey starts now.   ➡ Discover more about our training at: starmagichealing.org/facilitator-training ➡ Experience healing from one of our trained healers:  starmagichealing.org/healing-sessions ➡ Access powerful ascension tools: starmagichealing.org/welcome-to-infinity ➡ Explore our Star Magic Meditation Library: starmagichealing.org/meditations-library ➡ Attend a group healing: starmagichealing.org/attend-an-event/category/group-healing-experiences ➡ Join our community on Telegram: t.me/spiritualgangsta1 ➡ Follow Jerry on Instagram: @sargeantjerry

Led by Jerry Sargeant. Star Magic Healing isn't just energy work - it's a revolution in transformation. Jerry is a world-renowned healer, speaker, and bestselling author. His mission? To awaken your true power and elevate humanity through high-frequency healing. Jerry has helped thousands across 75+ countries achieve rapid shifts in mind, body, and soul. Now, it's your turn. Whether you want to heal yourself, others, or expand your consciousness, Star Magic gives you the tools to unlock limitless potential. Through hands-on and distance healing, DNA activation, and third-eye awakening, Jerry's training programs are designed for those ready to step into their authentic power and make a real impact. Are you ready to rise? The Star Magic Frequency is calling. Your journey starts now.   ➡ Discover more about our training at: starmagichealing.org/facilitator-training ➡ Experience healing from one of our trained healers:  starmagichealing.org/healing-sessions ➡ Access powerful ascension tools: starmagichealing.org/welcome-to-infinity ➡ Explore our Star Magic Meditation Library: starmagichealing.org/meditations-library ➡ Attend a group healing: starmagichealing.org/attend-an-event/category/group-healing-experiences ➡ Join our community on Telegram: t.me/spiritualgangsta1 ➡ Follow Jerry on Instagram: @sargeantjerry

GEEweek: Francois van Niekerk oor Liber Grids.

E3 is back! Not officially, but PlayStation announced a State of Play that occurs within days of Summer Game Fest and the Xbox Games Conference. We take the time to talk about predictions around what to expect at the State of Play. In another great announcement, the developers of Kingdom Come are working on a Lord of the Rings based video game. We then tackle YOUR emails about the probable success of the Nintendo Switch 2 in the future. All this and much more! Thanks for listening! Intro: Red Dead Redemption II 4 Things: - State of Play June 2026 Predictions - Warhorse Studios Announces a Middle Earth Game. - Email! - Grids.fun: About Me Video Games Part 2 Link to grids.fun: https://grids.fun/t/about-me-video-games-dcefq Questions or comments? Please send emails to BetweenTheJoysticks@gmail.com. Follow us on Twitter @JoysticksPod Subscribe to us on Youtube @BetweenTheJoysticks

Where is Climate Tech heading? Certainly not dead — but constantly reinventing itself. So much so that you begin to wonder whether the label itself has outlived its original meaning.  Laurent and Gerard welcome Kim Zou, co-founder and CEO of Sightline Climate, the data and research platform mapping the climate-tech economy, and author of some of the sector's most influential newsletters, including CTVC and the newer Powerstack. Sightline has become essential reading for investors, utilities, corporates, and policymakers trying to understand where capital is flowing and how the energy system is evolving.  Together, they explore how Climate Tech has transformed over the past decade. Decarbonisation alone is no longer the central narrative. Today, AI, energy security, and industrial resilience dominate the conversation — often pushing sustainability itself into the background.  The discussion traces how funding has shifted from venture capital toward infrastructure and large-scale project finance. The spotlight has also moved away from “green molecules” — hydrogen, SAF, and carbon management — toward “green electrons”: virtual power plants, grid-enhancing technologies, and the race to accelerate datacentre construction.  They also examine the contrasting innovation models shaping global competition. In China, much of the breakthrough innovation happens inside corporations themselves, with companies like BYD employing more than 110,000 R&D staff, and CATL relying on a 20,000-engineer workforce. The United States, meanwhile, benefits from unparalleled access to capital and world-class universities and research centres. Europe sits somewhere in between, attempting to combine industrial policy with scientific excellence.  Finally, the conversation turns to one of Sightline's newest areas of focus: tracking data-center construction. The company currently follows 140 sites representing roughly 16 GW of announced capacity. Yet only about 6 GW are actually under construction — a reality check that has sent a chill through Wall Street.And Laurent goes on a rant of epic proportion against certain Hyperscalers!!!Useful links:Sightline website: https://www.sightlineclimate.com/Capital Stack and New Funds report: https://www.sightlineclimate.com/request-report?report-id=Dry-Powder-and-New-Funds-2026 ·        Data Center Q1 outlook report: https://www.sightlineclimate.com/request-report?report-id=data-center-outlook-q126 ·        2025 climate tech investment trends report: https://www.sightlineclimate.com/request-report?report-id=2025_investment_report ·        Article on our tour of China's electrostate: https://www.sightlineclimate.com/research/a-tour-of-chinas-electrostate ·        If people want to stay updated on our latest, they can subscribe to our CTVC climate tech newsletter here or our Powerstack power and data center markets newsletter here  

What decade is it? Is it the 90s? The focus of this week is the indie game Mixtape, and in a rare double play both Nick and Jon have actually finished it and share their full review. In Nintendo news, a new Star Fox game has been announced, and the Nintendo Switch 2 joins the other consoles in getting its first price increase. Nick also reviews the 2026 film Mortal Kombat II and Saros as well, the next game from Housemarque. We wrap things up with an email about the over‑the‑shoulder perspective in video games and introduce a fun new segment that has us exploring our favorite retro titles and more. Thanks for listening! Intro: Mixtape 6 Things: - Mixtape - Star Fox (2026) Announced + Nintendo Switch 2 Price Increase - Mortal Kombat II (2026 film) - Saros - Email! - Grids.fun: About Me Video Games Part 1 Link to grids.fun: https://grids.fun/t/about-me-video-games-dcefq Questions or comments? Please send emails to BetweenTheJoysticks@gmail.com. Follow us on Twitter @JoysticksPod Subscribe to us on Youtube @BetweenTheJoysticks

Rystad reports offshore turbine prices have jumped 45% since 2020, plus data centers squeeze US grids, Fortescue chases real zero by 2030, and GE Vernova battles Vineyard Wind in court. Sign up now for Uptime Tech News, our weekly newsletter on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on YouTube, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary’s “Engineering with Rosie” YouTube channel here. Have a question we can answer on the show? Email us! The Uptime Wind Energy Podcast, brought to you by StrikeTape, protecting thousands of wind turbines from lightning damage worldwide. Visit striketape.com. And now, your hosts.  Allen Hall 2025: Welcome to the Uptime Wind Energy Podcast. I’m your host, Allen Hall, and I’m here with Rosemary Barnes, who’s been busy in Australia up in Sydney at a energy conference. Rosemary, what happened this past week?  Rosemary Barnes: Oh, yeah. I’ve been up in Sydney for the Smart Energy Conference and Exhibition. It’s a big… I don’t know if it’s the biggest. I think they get about 12,000 people or something through the doors. So yeah, it’s, it’s one of the big, maybe the biggest, um, energy conference in Australia. It’s really focused on distributed energy households. So in the past, it was, like, nearly all solar, um, like rooftop solar. There used to be lots of installers that were there and, yeah, there’s heaps of solar [00:01:00] panels around in the exhibition hall. And over the last few years it’s been a mix of batteries and solar, and then now this year it was basically 99% batteries, 1% EV chargers, and almost not a solar panel to be seen. I didn’t actually spend that much time in the exhibition this year. I mostly was, um, attending sessions. Andrew Forrest from Fortescue headlined, and that was really good. I haven’t seen him speak live before. Y- you know, he, he told about all the, like, good plans that Fortescue’s doing to get to real zero by 2030. So he’s on a real rampage at the moment to try and get rid of the diesel rebate that we pay at the moment. We pay diesel users a, a, yeah, a fuel, fuel rebate. It was just cool to hear about y- you know, all of Fortescue’s plans, why they’ve got this big green grid that they’re building out in the Pilbara. Um, I really liked when he said, you know, it’s not, it’s not magic, it’s, um, it’s just, what did he say? Like, maths, physics, engineering, and [00:02:00]economics, and a bit of courageous leadership. That’s what you need to make a green, a green electricity grid. So I really like that the, you know, engineering was mentioned, was mentioned there. I did actually get the chance to ask him a question, too. Wanted to know, um, you know, like, Fortescue is, is really one of the most interesting things about the company is that they are using brand-new technologies or even not quite there yet technologies. I asked, uh, Andrew Forrest, I asked him, you know, like, how you make these bold, bold decisions, does it ever, you know, worry you that it’s not gonna work out? And I was assuming he would say, “It doesn’t worry me,” um, because, you know, he has that kind of brash, confident personality. So I, you know, my follow-up was, what, what steps do you take so that you aren’t worried by it? And he said it does worry him, and he s- stays awake every night worrying, worrying about if these technologies aren’t going to work. And that, uh, basically they try and have a really, really solid plan B that isn’t a [00:03:00] brand-new technology. So, um, you can, you know, infer from that, that if the– I mean, first of all, he said, “We don’t invest in the technology until they have demons- demonstrated with a good prototype that it’s likely to work.” Um, but I guess that, you know, assuming that they’ve ran into problems in the rollout of all of these Naberebo towers, that, um, they have a backup of some conventional towers.  Speaker 2: Yeah, uh, the, the Fortescue people, when we talked to them about, pfoof, probably six months ago, maybe a little bit longer, we were helping to build a farm out in Western Australia. It was a small team, much smaller than anything you would see in the US, and it does sort of align with the Australian approach to it, is that you don’t need a massive team of people to do these projects. You just need to know what you’re doing, and that was really remarkable. So e- I’m not surprised that Fortescue is continuing on in, in different aspects. It does seem like they’re pretty bold about their engineering approach and taking on massive projects that otherwise wouldn’t be [00:04:00] done and-  Rosemary Barnes: It, it’s also really cool to hear, uh, Andrew Forrest or anyone from Fortescue talk because they’re talking about things that they’ve done. You know, like we have so much when you’re at these, uh, events and, you know, everyone’s doing these inspiring talks, it’s always about, “Oh, this is the possibility for the future.” But Fortescue has actually, has actually done it. Yeah, there was a lot of, like, actual progress discussed at this conference. It wasn’t, “This is what we could do if we all joined hands and sang Kumbaya.” It wasn’t like that, you know? It’s like, this is what’s happening when the engineering is there, the economics are there, and the government isn’t standing in the way. Um, y- you know, you can make a lot of, a lot of progress. And you know what? Like now we’ve got so much distributed energy in Australia. It’s the rooftop solar that we’ve been building for, you know, 20 years by now. Um, and it’s the, the batteries especially. Like it is a- starting to have a noticeable impact on electricity prices, and co- coal and gas are both reducing in the grid. I think the last quarter of gas use in Australia was the lowest it’s [00:05:00] been since 1999. Like, um, yeah, so it’s, yeah, it’s, it, it’s dropping, you know? And so I think that that’s a really unique story for Australia is that households can actually really change the dial.  Speaker 2: Well, can I ask you about that? Because the data center issue is popping up again in the United States, and one of the things about data centers is they feel like you, you’re gonna need a good amount of batteries to support if the grid hops on or turns off, that they wanna be able to support this data center, so having a buffer and batteries would make a lot of sense. However, there’s not a lot of battery storage in the US at the minute versus a place like Australia where there’s a lot of it. Doesn’t it make a lot of sense to start putting data centers in Australia? I still don’t understand Why that hasn’t been done? Because electricity prices are cheaper, the land is available, the infrastructure’s there. It’s going [00:06:00] to be, you would think, easier to build in Australia than it would be in the United States. What’s the dilemma there?  Rosemary Barnes: I think certainly there are plenty of plans to build big data centers in Australia. Um, and now I’m gonna go, like, move a little bit outside my expertise, but I think that one of the issues is that at the moment, a lot of the data centers need to be quite close to where the work is happening. So I mean, you’re always gonna need data centers close to any big city where people are, are using the internet. Um, but aside from that, you know, like, the tech sector in the US is much bigger, so the people actually developing, um, you know, training, um, uh, yeah, training AI models, um, are more likely to be sitting in the US and, you know, need a large amount… Not all of their compute needs to happen nearby, but a fair chunk of it. And so I think that that is one reason why so far that’s where it is. Um, but it also doesn’t mean… I mean, there’s [00:07:00] plenty of smart, um smart computer types in Australia as well as the US, so you could start to see more companies moving, um, moving to where electricity is cheap. I think that– And grid connections are fast.  Speaker 2: The one thing you notice about using any of the AI platforms today is, like, there’s a built-in delay. Unlike when you’re on Amazon or any other s- active site, when you click, you want something to happen immediately. With AI, they, they build in a little wait process, which means you can have a data center anywhere, because you’re not expecting an instantaneous response from it. That means, in a sense, they’re setting it up to be a global industry. There is more of a delay now than there was a month ago. And I assume that has to do with usage, and they’re trying to manage all the data usage, right? So electricity is one of the limitations in the United States. That’s evident right now. The amount of data centers is a problem, so they’re trying to spread out the usage, and they are definitely… At least Anthropic is slowing it down. [00:08:00] I’d imagine all the other ones are doing the same thing. So it does open up the world to cheaper electricity.  Rosemary Barnes: There’s heaps of really interesting work happening in trying to get, um, AI and data centers to be better grid citizens, not probably primarily out of the goodness of their heart, but because of two things. One, grid connections are really slow, and so there’s a strong incentive that you can save, in some places, years off your development time if you can just bring in enough batteries, enough smart tech to make sure that you’re never going to, um, you know, add to peak, peak load in the grid, then you can- You know, change how things go. It’s also a matter of, like, social license as well, because at the moment it’s probably not too bad. People don’t realize too much. But if people’s electricity prices start going up because, you know, grid had to be built out because of da- data centers, they’re gonna start getting pissed as soon as they realize what that is. So I think [00:09:00] that, um, you know, these big companies, what do they call them? Hyperscalers. I think that they’re aware that that is gonna come and that that is a really strong incentive to do the right thing before they are made to do the right thing. Because, you know, like, if people got really upset then, um, you could easily have the rug pulled out from underneath a project that you thought was all set to go ahead, you know, could very easily be delayed indefinitely. I mean, we’ve definitely seen in the US that-  Speaker 2: Right. In 30 states in the US have already put prohibitions or limitations on data centers. That means there’s only 20 states left. Alaska is probably not a prime choice, Hawaii is not either, so you even have fewer. It does seem odd that when these limitations pop up that the discussion doesn’t move to other countries. Australia being an easy one, because electricity there is practically free. It seems like a smart move, but they haven’t made it yet.  Rosemary Barnes: Yeah, I mean, it’s not, it’s not [00:10:00] practically free in Australia yet, but I think that the, um, horizon, um, like the, you know, the outlook is it’s, it’s getting cheap. We… And we are finally seeing wholesale prices actually start to come down. But there’s this really awkward middle period though, you know, like, because, um, at the moment we’ve still got all of the… nearly all of the coal generation there, nearly all of the gas generation is there, and you need to have it there until you build out the other stuff. But it’s like prices drop and drop and drop when you’ve got this oversupply problem. But you’re gonna have the oversupply problem until you’ve got enough to start turning off, you know, gigawatt, two gigawatt, um, thermal generators. So it is a really weird middle, um, mid- mid-transition, I think is the term for it. You need planning. You know, you need… You actually do need… At some point you need a plan, and you need to execute it and expect that, like, every step you take is not gonna be better. Y- you know, like [00:11:00] some steps you’re gonna take that are gonna make it, um, economically worse for the short term. But, you know, like, if you’ve got a mountain range in between you and your destination, then yeah, like it’s, it’s really hard going for a while. But you’ve gotta climb that mountain if you wanna get to the other side and, um, you, and you, you can’t do that without a plan. Speaker 2: Well, what other place on the planet has or will have shortly unused gigawatts of old generation? I don’t think I know of one. It, it’s gonna be Australia So th-those gigawatt plants that were thermal plants that won’t be needed ’cause the price of electricity is so low, it does seem like a smart person would put a data center right next door to it. Rosemary Barnes: No, but we wanna turn ’em off. I  Speaker 2: don’t think you’re gonna be able to, Rosemary. I’m just saying, the world needs, uh, AI and it’s coming.  Rosemary Barnes: We’ll see. I think that, um, you know, I did get quite energized by the event, the, um, SSE event that I was at this week because it’s like there are a few things that [00:12:00] Australia, um, you know, really has, like, an opportunity to be world leaders in. And when you get to be the leader, then it means that the technologies that you invent to solve the problems that, you know, the early adopters have, you have the headstart on that. And, you know, as other countries follow in your footsteps, you have the opportunity to lead, lead those technologies.  Speaker 2: As wind energy professionals, staying informed is crucial, and let’s face it, difficult. That’s why “The Uptime Podcast” recommends PES Wind Magazine. PES Wind offers a diverse range of in-depth articles and expert insights that dive into the most pressing issues facing our energy future. Whether you’re an industry veteran or new to wind, PES Wind has the high-quality content you need. Don’t miss out. Visit peswind.com today. So if you want to build an offshore wind farm in Europe right now, you had better be ready to pay. A new analysis from Rystad Energy shows that the turbine selling prices have jumped between 40% and 45% [00:13:00] since 2020. And here’s the thing, manufacturing costs only went up about 20% to 25% over the same period. The difference is pure pricing power. And with GE Vernova out of the new offshore order book and only Siemens Gamesa and Vestas left to supply Western markets, developers are facing a seller’s market in the most critical of components. Nacelles and blades are where the bottleneck hits hardest, and there is no quick fix in sight. So Rosemary, Siemens Gamesa and Vestas are leveraging the, the lack of com- competition, particularly from China at the moment, to gather market share and to raise prices, which I think everybody would agree if you’re on the engineering side of wind turbines, the prices needed to come up because there’s some work that needs to be done, and the engineering side has been pretty thin. To make these turbines more resilient, [00:14:00] you’re gonna need more engineering, it can be a little bit more on the manufacturing side. That takes money So prices had to come up  Rosemary Barnes: Yeah, I mean, I, I, I agree. It’s definitely n- not the case that everyone would agree. Anybody who has a spreadsheet and they’re trying to get the number, number right so that they can develop a new project is gonna say that it’s a bad thing, and it will also probably slow down development a little bit. Although, I guess if there was a supply constraint, then that was already a natural, um, handbrake, so maybe there’s no difference. But I do think that, um, you know, and I’ve said it a lot of times, like, you know, wind power reduced, it had a really steep cost reduction curve through the 20-teens, and I think that it was just artificial. You know, like it was driven by competition rather than true cost reductions in the technology. I think we undershot the price level that it needed to go for, and there just wasn’t enough money to do proper engineering, and, you know, w- we see that. Y- you know, you and I work in O&M, and we deal ev- every day with, with things where it’s like how did, [00:15:00] uh, how, how did they think that this technology was ready when they went and sold thousands of turbines with it? And I know that the answer is not that, um, engineers were lazy or stupid or just didn’t s- see the problems coming up. It was just too, too fast a pace of technology, um, rollout, like new technologies combined with just relentless focus on, on cost. You know, like all of my projects, it’s just like you just have to reduce cost and reduce it and reduce it and reduce it and, you know, to the point where you’re making changes that you don’t have time to fully check. Um, and, you know, then you have quality problems in the field.  Speaker 2: What’s the effect of an Indian manufacturing company in Europe on the offshore marketplace? If like an Adani or one of the other, Suzlon, one of the, one of the big manufacturers in India decides to make offshore wind turbines at scale, [00:16:00] wouldn’t that dramatically shift the marketplace in Europe? Rosemary Barnes: Yeah, I guess if you’ve got a new player, it’s always gonna shift things a bit. I don’t think it matters specifically that it’s Indian. Um, but a new player is gonna wanna be making sales and probably, you know, setting their price at the point that, that they need to, to, um, get those sales, maybe not initially worried so much about profits. If we were talking about Chinese manufacturers in Europe, and we have in the past, if we’re talking about that, then I think that that is a bit more relevant which, which country it is because China, you know, has just like essentially infinite money to put behind it and can keep on going long enough. You know, like they don’t need to make a, a profit every single year or every single five-year period even. They can think longer term. I, I, as far as I know, India is not quite the same as that, so I would expect it to be a bit more short-lived, but that’s always the risk that, you know, someone comes in and [00:17:00] undercuts, um, undercuts for long enough that it- causes the local local, uh, manufacturers to not be able to compete and shut down  Speaker 2: Well, just knowing some of the operators that were doing offshore wind projects and their desire to bring in a alternative to keep prices to the level that they could accept, with Mingyang being shut out at the minute, they’re gonna have to look somewhere else. So I think the only place they can find an alternative lower price competitor is gonna be India. Although the turbines aren’t at scale yet, I, I think you’ll see somebody make noise about it in the next six months on the operations side.  Rosemary Barnes: I think the European manufacturer is a probably better place to just scale up. Speaker 2: Well, let’s talk about GE Vernova for a minute, because the legal fight over America’s first large off-scale wind farm just got more complicated because Vineyard Wind reached commercial operations on April 24th, about a week or [00:18:00] two ago, and activated its purchase power agreement. Well, uh, now GE Vernova is using those very milestones against Vineyard Wind in court. GE Vernova filed an emergency motion arguing that the activation of those contracts undermines Vineyard Wind’s claims of irreparable harm. But Vineyard Wind’s attorney says the project is generating at less than half of its 806 megawatts capacity, and GE Vernova’s work is still needed to get it there. The next court hearing is set for this week. This little battle continues, and it’s– Although it seems fairly quiet, you don’t hear a lot of news reports about it in, uh, particularly the mainstream press, not too much about it, it– this has huge ramifications because as we talked about offshore wind over in Europe, if, if GE is truly getting out, and particularly if they’re in a fight with one of their largest purchasers of turbines, it’s gonna [00:19:00] disincentivize Europeans from even considering GE. In my opinion, I don’t know how you would think that GE would be one of the options. Although you would like to have three competitors bidding on every project in Europe, I think GE’s taken itself out of the marketplace because of this, this lawsuit.  Rosemary Barnes: Mm. You know what it reminds me of? It, um, it reminds me of the Justin Baldoni versus Blake Lively lawsuit that’s ongoing at the moment, where it’s just, like, mutually assured destruction. Speaker 2: But at least they settled, Rosemary. They’re, they’re not fighting anymore.  Rosemary Barnes: They settled, but they didn’t settle all aspects of it.  Speaker 2: The only reason I know about that is because you keep mentioning it. So when I see it pop up, I would normally just let it go. But I figured Rosemary’s focused on this, I should probably at least dabble in it briefly. That wraps up another episode of the Uptime Wind Energy podcast. If today’s discussion sparked any questions or ideas, we’d love to hear from you Reach out to us [00:20:00] on LinkedIn, and don’t forget to subscribe so you never miss an episode. And if you found value in today’s conversation, please leave us a review. It helps other wind energy professionals follow the show. For Rosie, I’m Allen Hall, and we’ll see you next week on the Uptime Wind Energy Podcast.

AI is pushing our energy grid to its limits, but keeping up requires a sustainable approach, backed by the latest advancements in semiconductor technology. In this episode of our We Power AI series, Kelsey talks with Peter Wawer, Division President of the Green Industrial Power Division at Infineon, about what it really means to power AI sustainably, from the grid down to the server rack. They cover why battery energy storage, HVDC, and DC-powered data centers matter, and look ahead to what “physical AI” could mean for industry, robotics, and society. Learn more about how Infineon is powering AI.

The power system is aging and poorly equipped to handle the rapid, large-scale shift toward renewables. According to Philipp Schröder, CEO of 1KOMMA5°, the real solutions lie “behind the meter.”  Gerard and Laurent sit down with Schröder to unpack what it will take to unlock the so-called “Behind the Meter” revolution.  Schröder is among a small group of European founders aiming to build a vertically integrated, consumer-focused clean energy company—something akin to a European hybrid of Tesla Energy and Sunrun. His approach combines hardware (such as solar PV systems, home batteries, heat pumps, and EV chargers), installation networks, intelligent software (including IoT-driven energy management like “Heartbeat”), and active participation in energy markets.  Software is becoming increasingly critical. Grid management and pricing systems remain outdated and inefficient, especially in Germany, where reform has been slow due to entrenched interests and the slow deployment of smart meters. By contrast, countries like Sweden are already moving ahead with more modern approaches.  The company's growth appears to validate this strategy. 1KOMMA5° now employs over 3,000 people, is approaching EUR1 billion in annual revenue, and has raised EUR400 million from investors including Eurazeo, CalSTRS, and several prominent family offices.  Key questions remain: How does Schröder position 1KOMMA5° against competitors like Octopus, Enpal, Base, and Thermondo? Is he building the next kind of utility—or deliberately staying outside that model? And how does he navigate policy challenges, particularly when engaging with energy leaders in Germany who remain supportive of fossil fuels?  A fascinating conversation with a formidable entrepreneur who gives back literally “Power to the People”.

Gerard and Laurent welcome Tinne Van der Straeten, CEO of WindEurope—the leading voice of the wind industry in Europe, representing more than 600 members across the entire value chain. Tinne brings a distinctive perspective to the discussion. As Belgium's Minister for Energy during the 2022 Russian invasion of Ukraine, she experienced an energy crisis firsthand. Her background in policymaking offers a different vantage point from that of investors, shaped by the practical realities and trade-offs of government decision-making.  The conversation highlights that, despite ongoing challenges, wind energy continues to expand rapidly across Europe, with €45 billion in final investment decisions recorded in 2025. There is now a clear opportunity to repower first-generation onshore turbines, which could double installed capacity and potentially triple electricity generation. Offshore wind also stands out as a major growth area, with the North Sea remaining the central hub, while the Baltic Sea is developing steadily and early signs of momentum are emerging in Spain.  At the same time, the discussion points to the persistence of outdated, ideologically driven debates around energy sources—such as gas in Germany or nuclear in France—which increasingly feel disconnected from current realities. Policies like bans on onshore wind in Poland and offshore wind in Sweden illustrate decisions that risk slowing progress.  A central theme is the urgent need to electrify demand, particularly through the adoption of electric vehicles, heat pumps, and the expansion of data centers.  The conversation concludes by emphasizing that the missing piece is a large, integrated pan-European grid—potentially extending to Canada—combined with battery storage. Such infrastructure would accelerate decarbonization, support economic resilience, and help Europe regain control over its energy future.Sources:GWEC 2026 https://www.gwec.net/reports/globalwindreportWindEurope Wind Energy Statistics and Outlook Report https://windeurope.org/news/europe-invested-45bn-in-new-wind-energy-in-2025-market-tampering-would-put-future-investments-at-acute-risk/ WindEurope energy system cost study: https://windeurope.org/news/a-renewables-based-energy-system-will-save-europe-1-6-trillion/

Aviso: no início deste episódio, o áudio de um dos participantes apresenta instabilidade devido a um problema técnico, sendo normalizado a partir dos 20 minutos. Pedimos desculpas pelo ocorrido e agradecemos a compreensão.Neste episódio, vamos conversar sobre como o TMS FNC DataGrid pode elevar o nível das aplicações, oferecendo uma grid avançada, altamente configurável e preparada para trabalhar com grandes volumes de dados com alto desempenho. O componente reúne recursos muito úteis no dia a dia, como ordenação, filtros, agrupamento visual, edição de dados, linhas e colunas calculadas, master-detail com grids dentro de grids, personalização visual das células, inserção de controles dentro da grid (CheckBox, botões e qualquer outro componente), importação e exportação de dados (formatos como CSV, Excel, HTML e PDF) e muitos outros recursos.Também vamos destacar um dos grandes diferenciais do componente: sua proposta multiplataforma, permitindo o uso em VCL, FMX e aplicações web, mantendo a mesma base de código. Além disso, o episódio vai mostrar como esses recursos podem contribuir para criar interfaces mais modernas, aplicações mais produtivas e proporcionar uma experiência muito mais rica para o usuário final. Também serão disponibilizados exemplos 100% funcionais com código-fonte para download.Ouça agora e transforme sua forma de programar com ACBr!Convidados: Cesar Cardoso, MVP embarcadero e especialista em Delphi!

Get in touch - leave me a messageConcrete alone accounts for around 7-8% of global emissions. So what happens when the real climate problem in buildings is no longer just energy, but the materials themselves?In this episode of Climate Confident, I'm joined by Alexander Sexsmith, architect and founder of Sexsmith Architects, to unpack what regenerative architecture means when stripped of the fluff. We look at the climate challenge hiding in plain sight across the built environment: embodied carbon, toxic materials, weak resilience, and the fact that standard construction often performs badly when fire, water, and heat hit. If we're serious about decarbonisation, net zero, and the energy transition, this matters now.You'll hear why cleaner grids are changing the climate maths for buildings, and why materials like concrete, petrochemical foams, and conventional drywall deserve a lot more scrutiny. We dig into how fast-grown bio-based materials such as hemp, straw, and cork could cut emissions reduction timelines, improve indoor air quality, and strengthen resilience. And you might be shocked to learn that some of the materials people still dismiss as fringe are already proving themselves on fire performance and commercial-scale construction.We also get into the harder bit: scale. Cost, code, skills, supply, consumer awareness, and policy all matter. Because climate tech alone won't fix construction unless markets, standards, and incentives move with it.

Smart grids are transforming the global energy landscape by addressing the energy trilemma of affordability, security, and sustainability. They enhance visibility, prediction, and response capabilities through digital intelligence, enabling the integration of renewable energy sources and distributed resources. These grids offer solutions to energy price volatility and geopolitical tensions, providing a flexible and resilient infrastructure. Smart grids optimize existing resources, avoid capital expenditures, and facilitate consumer participation in energy markets. Future grids will be intelligent and capable of integrating diverse energy sources, despite challenges such as supply chain constraints and cybersecurity threats.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

Can local communities truly take control of their own energy, and what's standing in the way?In this episode of the Two Tokens Podcast, recorded at Bird & Bird during the third regulatory sandbox cohort, host Alex sits down with Meijndert Jansberg (Energy Blocks) and Andries Metz (Amelander Energie Coöperatie) to explore The future of decentralised energy.Andries shares how the Ameland-based cooperative one of the first in the Netherlands, scaled to over 1,200 customers by funding solar parks through local participation and long-term reinvestment. Meijndert explains how Energy Blocks uses blockchain to open up energy investments, making it possible for individuals to co-invest in energy assets.The conversation dives into the contrast between bottom-up cooperatives and more scalable, finance-driven platforms, while unpacking concepts like energy sharing, tokenisation, and why access to local kilowatt-hours could matter more than financial returns.They also tackle the real challenges: regulation, the role of energy retailers, and the need for more professionalisation within cooperatives. With insights from across Europe, this episode offers a clear-eyed view of where decentralised energy stands—and what it will take to make it work.Participants;Andries metz: https://www.linkedin.com/in/andries-metz/Meindert Jansberg:https://www.linkedin.com/in/meindertjansberg/Alex Bausch: https://www.linkedin.com/in/alexbausch/To find more about Amelander Energie Coöperatie: http://www.amelandenergie.nlDo you want to join one of the use cases? Contact us via mariana@2tokens.orgRead more on our blog

We decided that the Jays Huskers rivalry deserve to be a trophy game. We also looked at NFL grids.

How do utilities decide what they want — and need — to build? It's one of the most important problems driving the data center and clean energy conversations right now. But it's hard to get a sense of what constraints and ideas actually drive utility decisionmaking from the inside.Alice Yake is the vice president of GRIDS at Breakthrough Energy, and the former senior vice president of system strategy and chief planning officer at Xcel Energy in Colorado. On this episode of Shift Key, she walks us through a half century of the grid's biggest decisions — what constraints utilities and planners thought they faced, what choices they made, and what it means for the future. She also discusses Breakthrough's work to build an open-source grid planning tool and how it couldShift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap News.You can find a full transcript of the episode here.Mentioned:California Burning, by Katherine BluntJesse's paper on uncertainty-aware grid planning in the real worldJames Bonbright's landmark work on public utility rates--This episode of Shift Key is sponsored by ...Lunar Energy is building the technology to turn homes into active participants in the power system. Learn more about Lunar's vision of the future at lunarenergy.com. Hosted on Acast. See acast.com/privacy for more information.

David Osmond breaks down how wind energy works, why turbines are getting bigger, and how wind complements solar power. He also explains how batteries, EVs, and smart grids can enable up to 98% renewable energy while debunking common myths about wind power. Connect with Sohail Hasnie: Facebook @sohailhasnie X (Twitter) @shasnie LinkedIn @shasnie ADB Blog Sohail Hasnie YouTube @energypreneurs

Chris is first joined by Joanna Robinson to discuss ‘The Pitt' Season 2, Episode 13 and react to the news that Supriya Ganesh, who plays Dr. Mohan, is leaving the show (1:49). Then they look around at the current landscape of TV and create their own prime-time TV grids (35:01). Later, Chris is joined by ‘Something Very Bad Is Going to Happen' series creator Haley Z. Boston to talk about the finale, how she constructs long-form horror, Nicky and Rachel's endgame, her reaction to reaching no. 1 on Netflix, and more (01:02:15). Subscribe to the Ringer TV YouTube channel here for full episodes of The Watch and so much more! Hosts: Chris Ryan and Andy Greenwald Guest: Haley Z. Boston and Joanna Robinson Producers: Kaya McMullen and Kai Grady Additional Video Supervision: Jacob Cornett and Jamie Yukich Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this very special episode of Reiki from the Farm™, I sit down with my dear friend and teacher, William Rand, to explore the extraordinary story of the Reiki World Peace Grids. If you've ever wondered where this powerful tool came from, what inspired their creation, or how they continue to radiate peace across the globe, you're going to love this conversation.William shares the moment the idea for the grids first arrived, the vision behind placing them at sacred points around the world, and the remarkable collaboration with the artist who brought them into form. We walk through each of the grids—at the North Pole, South Pole, Jerusalem, Mount Kurama, and the Reiki centers in Michigan and Hawaii—and explore the unique purpose and energy of each one.What I love most about this conversation is that it reminds us how interconnected we truly are. Reiki has always worked beyond time and space, but the grids give us a way to join our intentions, to send healing where it's needed most, and to participate in creating peace in a very real and tangible way.This episode invites you to slow down, open your heart, and reconnect with the truth that every one of us—every meditation, every Reiki session, every moment of compassion—contributes to peace on this planet.It's a conversation about vision, responsibility, love, and the deeper purpose behind Reiki's evolution. And I think it's one you'll want to come back to again and again.______Pam Allen-LeBlanc is a scientist, businesswoman, and Licensed Reiki Master Teacher (LRMT) with the International Center for Reiki Training.Get in Touch with Pam:pam@reikifromthefarm.comwww.reikifromthefarm.comRegister for our newsletter! Instagram Facebook Youtube pam@reikifromthefarm.com

As artificial intelligence becomes a key part of national infrastructure, developers across the United States are rushing to build large data centers in many regions. Many of these areas haven't seen this level of industrial growth in decades, and these projects appear to bring the promise of jobs and economic growth to communities that need it. Despite the potential for renewed prosperity, local residents are opposing data centers. Most cite environmental impacts and increasing energy costs as major concerns. Are these worries based in reality? If not, where are they originating from, and how can we address these narratives?To discuss this, I am joined by Lynne Kiesling and Steve DelBianco. Lynne is a nonresident senior fellow at the American Enterprise Institute, where she leads the Electricity Technology, Regulation, and Market Design Working Group. She also directs the Institute for Regulatory Law and Economics at the Northwestern University Center on Law, Business, and Economics, and is a member of the US Department of Energy's Electricity Advisory Committee. Steve is the president and CEO of NetChoice, where he collaborates with its members to protect online free enterprise and free expression. He is a seasoned expert on internet governance.

follow indigo angel:indigoangel222.comcourses:learn.indigoangel222.comIndy Youtube:/ @indigoangelImportant News and Links and what not for Typical Skeptic Podcast. Please be sure to Like, Comment, Share my videos, and Subscribe:Typical Skeptic Podcast 2.0 On Youtube:/ @typicalskepticpodcast_2.0Rumblerumble.com/c/typicalskepticpodcastSpreaker Audiospreaker.com/podcast/typical-skeptic-podcast--5897400Spotifyopen.spotify.com/show/4cgu5sK7h852WVw33oi2BpOdyseeodysee.com/@typicalskeptic:3Tik Toktiktok.com/@typicalskepticpodcastSubstacksubstack.com/@typicalskepticpodcastRedditreddit.com/r/TypicalSkepticPodcastInstagraminstagram.com/kalilrobertfacebookfacebook.com/Robert.Kalil.7xx.com/robertkalil1121Support the Podcast:Typical Skeptic Podcast Links and Affiliates:Support the Mission:

On the phone-in: appliance repair technician Aaron Publicover. Off the top - power grids are nearing capacity, what can we do? And we hear the voice of Eddie Carvery, who protested for 60 years to fight for compensation and a public inquiry for the people of Africville.

This week on Everybody in the Pool, another sexy gadget that doubles as a grid asset! We take a field trip to the Berkeley headquarters of Copper, which is reimagining the humble stove as a powerful tool for decarbonization. Their flagship product, Charlie, is a 30-inch induction range with a built-in battery that allows for plug-and-play installation, precise cooking, and the potential to support grid stability.We talk about: How a battery in a stove can reduce the need for electrical infrastructure upgradesThe magic of induction cooking - safety, precision, and efficiencyIncentive programs making electrification more accessibleThe potential for appliances to become grid interactive assetsCopper's vision for scaling electrification across housingBonus: their in-house chef loves it, too.Links:Copper: https://www.copper.com/ All episodes: https://www.everybodyinthepool.com/ Subscribe to the Everybody in the Pool newsletter: https://www.mollywood.co/ Become a member for the ad-free version of the show: https://everybodyinthepool.supercast.com/ Hosted on Acast. See acast.com/privacy for more information.

Since his last appearance on the Terrain Theory Podcast, Mitch The Orgone Donor has been thinking bigger.In this wide-ranging return conversation, Mitch challenges one of the most entrenched narratives in the alternative research world: that chemtrails and geoengineering are the agenda itself. Instead, he argues that what we see in the sky may be a symptom – a visible byproduct of a much larger system of control operating at the level of frequency, energy, and consciousness.We explore why Mitch declined invitations to major chemtrail documentaries, how mainstream explanations can function as red herrings, and why entire movements can plateau once a “satisfying” explanation is found. Drawing striking parallels to debates around virology and Terrain Theory, Mitch asks a question that quietly dismantles certainty:Why are we allowed to know this?This episode dives into frequency fences, control grids, HAARP, 5G infrastructure, data centers, weather modification, and the possibility that the most effective forms of control no longer need planes at all. We also examine the role of fear-based narratives, the limits of awareness without solutions, and what it actually means to think bigger in a reality that may be far stranger – and far more layered – than we're comfortable admitting.If you're seeking easy answers or familiar villains, this one isn'r for you. Join Mitch as he invites us to move past surface-level explanations, question where stories originate, and reconsider what real solutions might look like when the problem itself has been misidentified.Learn more about Mitch at this website https://www.theorgonedonor.com/ and follow him on Instagram at https://www.instagram.com/theorgonedonor.Listen to our previous conversation with Mitch: https://www.terraintheory.net/blogs/podcast/episode-111-mitch-the-orgone-donor-on-georestoration-frequency-wars-and-absolute-truthSupport Terrain Theory on Patreon! Our recently-launched member platform gives you access to a ton of free & exclusive content. Check it out: https://www.patreon.com/TerrainTheoryTerrain Theory episodes are not to be taken as medical advice. You are your own primary healthcare provider.If you have a Terrain Transformation story you would like to share, email us at ben@terraintheory.net.Learn more at www.terraintheory.netFollow Terrain Theory:Instagram: https://www.instagram.com/terrain_theory/Facebook: https://www.facebook.com/Terrain-TheoryX: https://twitter.com/terraintheory1YouTube: https://www.youtube.com/@terraintheoryMusic by Chris Merenda

Resilience is the buzzword of the moment—from Gerard's personal resilience on display in Davos last week to the critical issue of grid resilience.  The great Doug Houseman draws a useful distinction between reliability and resilience. “Reliability is about how well you keep the lights on, while resilience is about how quickly you can restore power after an outage.”  Over the past year, blackouts caused by extreme weather, human error, and physical attacks have exposed an uncomfortable truth: electricity is no longer invisible background infrastructure. It is the backbone of modern society, and when it fails, everything else quickly follows.  To explore these challenges, Laurent and Gerard sit down with Ronny Fiuren, one of the Nordics' sharpest thinkers on energy. Ronny is the Founder of Mylicia Energy, an executive board member, and a strategic business developer with deep expertise in power markets, energy flexibility, and grid-oriented solutions.  Together, they discuss why resilience has evolved from a technical afterthought into a strategic priority, and what recent events across Europe and North America are really telling us about the condition of our power grids.  The conversation examines how decentralisation, flexibility, and the use of advanced technologies and AI matter more than ever. It also highlights the need for a shift in mindset, not only among grid operators but also regulators.  They explore the value of interconnectors in strengthening power systems, while also unpacking their political dimensions and the strong public emotions that can emerge when electricity prices rise suddenly.  Beyond weather-related disruptions and cyber threats, the discussion turns to new risks such as deliberate sabotage and how energy systems can be designed to cope with them.  From Scandinavia to the rest of Europe, this is a timely conversation about how to build power systems capable of withstanding shocks in an increasingly electrified and digital world.----Read Ember Europe Electricity Review  https://ember-energy.org/latest-insights/european-electricity-review-2026/

On today's podcast:1) US power grids are expected to grapple with unprecedented seasonal demand and the threat of blackouts after a damaging winter storm coated parts of the South and Mid-Atlantic in ice — leaving brutal cold in its wake. More than 800,000 homes and businesses nationwide are currently without electricity as snow and ice wreak havoc on local distribution lines. Grids so far have avoided larger system-level cuts, but frigid wind chills will likely persist all week, testing seasonal power-demand records from New England to Texas. In the New York metropolitan area, commuter lines run by the Metropolitan Transportation Authority will be operating with modified schedules on Monday, while at least one private bus operator, Boxcar, used by New Jersey workers, suspended its service because of the inclement weather.2) Senate Democratic leader Chuck Schumer vowed to block a massive spending package next week unless Republicans strip funding for the Department of Homeland Security, dramatically increasing the risk for a partial US government shutdown. Schumer’s announcement came on the same day that a Border Patrol agent shot and killed an American intensive care unit nurse in Minnesota during protests over the immigration crackdown in that state. The man was identified by state and local officials as Alex Pretti. Democratic opposition to the funding package potentially affects not just Homeland Security but also the departments of Defense, Labor, Education, State, Treasury and Health and Human Services. The effects would be widespread, including possibly delaying the next Bureau of Labor Statistics report.3) President Trump threatened Canada with 100% tariffs against all its exports to the US if it makes a trade deal with China, escalating tensions between the US and its northern neighbor. Trump, referring to Prime Minister Mark Carney as “Governor Carney,” said the Canadian leader was “sorely mistaken” for opening up his country to more business from China, including a recent deal allowing an increase in Chinese electric vehicle exports. Trump and key administration officials have denounced that bilateral agreement and warned of potential consequences, including an additional levy for Canadian goods, portending a difficult renegotiation for the US-Mexico-Canada free trade agreement scheduled in the summer.See omnystudio.com/listener for privacy information.

This week on the podcast, we welcome back Rob West, founder and CEO of Thunder Said Energy.  Founded in 2019, the firm provides research that helps decision-makers identify energy opportunities. Based in Estonia, nine time zones away, Rob is an exceptionally productive energy expert whose work spans a wide range of topics. We begin by walking through Rob's Top Ten Themes for Energy in 2026, including the continued steady growth in global oil demand, a waning focus on net zero, EVs, and decarbonization. With that lens, we also discuss Canada's Pathways carbon capture and storage (CCS) project. Rob then shares his bullish outlook for LNG demand growth, with positive implications for Canada's aspiration to grow LNG exports. Rob also argues that there is a growing investment case for grid-enhancing technologies to increase the utilization of existing infrastructure and meet rising electricity loads. We also touch on the outlook for copper demand driven by electrification, robotics, and AI data centers, as well as Rob's expectations for electricity load growth, which are more conservative than some other forecasts. Finally, Rob and Jackie revisit Jackie's “doomsday” scenario: what it would actually cost to back up her home during an extended power outage, comparing options such as using stored power from an electric vehicle, a home battery, and a natural gas generator. Content referenced on this podcast:Sign up for Rob's daily note at his website, https://thundersaidenergy.com/ Ten Themes for Energy in 2026 from Thunder Said Energy (January 1, 2026) Rob's video: US load growth: unpopular opinions (September 3, 2025) Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ Check us out on social media: X (Twitter): @arcenergyinstLinkedIn: @ARC Energy Research Institute Subscribe to ARC Energy Ideas PodcastApple PodcastsAmazon MusicSpotify 

What if you could architect energy, and shape reality, with dragons at your side?

In this pre-Christmas episode, Ghost dives into a provocative investigation surrounding the demolition of the White House East Wing and President Trump's proposed ballroom project. What begins as an architectural change opens into a deeper discussion about underground construction, energy infrastructure, and the growing role of secure power systems in Washington, D.C. Ghost walks through emerging theories tied to new substations, gas-insulated electrical systems, and the unusual scale and secrecy surrounding the project. The episode also explores the broader implications of private funding, national security classifications, and how modern data, intelligence, and power demands may be reshaping the physical landscape of governance. Along the way, Ghost connects these developments to geopolitical tensions, military involvement, and the technological arms race playing out beneath public view. As the final broadcast before Christmas, this episode blends technical analysis, geopolitical insight, and strategic speculation, offering listeners a detailed look at what may be happening below the surface, both literally and politically.

Join host Sean White as he interviews Dr. Laura Ward, a leading expert in power electronics, on the evolution of electrical grids from traditional synchronous machines to advanced smart grids. This episode explores the critical role of grid forming inverters in stabilizing renewable energy systems, their technical advantages, and real-world applications in microgrids and urban infrastructure. Dr. Ward shares insights from her research and professional experience, offering a comprehensive overview of the challenges and opportunities in modernizing the grid for a sustainable, resilient energy future. Ideal for professionals and enthusiasts in energy, engineering, and policy.   Topics Covered Grid Forming Inverter Grid Following Inverter Synchronous Machines Droop Coefficients Ancillary Services Microgrid Grid Grid Forming Inverter Policy   Reach out to Laura Ward here: LinkedIn: www.linkedin.com/in/drlaura-ward Instagram: www.instagram.com/stem.laurandre   Learn more at www.solarSEAN.com and be sure to get NABCEP certified by taking Sean's classes at www.heatspring.com/sean www.solarsean.com/pvip www.solarsean.com/esip

#321 Today on the Clean Power Hour, we explore energy storage as a service for some of the toughest markets in the country. Tim Montague sits down with Christian Farivar, founder of Karh, to discuss how his company is tackling grid congestion, load pockets, and resilience challenges in Urban Areas like New York City with next-generation battery technology designed for a 30-year asset life.Christian brings a unique background to energy storage. After a successful career in the music industry, he pivoted to engineering and energy, eventually earning a degree from Harvard University. His journey led him to found Karh around 2020, right when FERC Order 2222 opened doors for distributed energy resources to participate in wholesale markets.Key Discussion Points:The challenge of deploying large-scale energy storage in dense urban environments like New York CityWhy load pockets in major cities need localized battery solutions to relieve transmission constraintsHow Karh is developing chemistry-agnostic battery systems with 30-year asset life expectationsThe economics of energy storage: achieving unit economics of $45-50 per megawatt-hourRunning 12X more profitably than existing battery systems through advanced AI optimizationPlans for a 90 megawatt-hour test project in NYC by 2027, scaling to 350+ megawatt-hour systemsIntegration with EV charging, frequency regulation, and distributed energy resourcesWhy building electrification and edge AI data centers create massive demand spikes that require nearby capacityIf you're building a battery that lasts 30 years in the world's toughest energy market, you're not just solving today's problems. You're building infrastructure for the next generation grid.Connect with Christian Farivar LinkedIn: https://www.linkedin.com/in/christianfarivar/?originalSubdomain=caWebsite: https://karh.energy/#home Support the showConnect with Tim Clean Power Hour Clean Power Hour on YouTubeTim on TwitterTim on LinkedIn Email tim@cleanpowerhour.com Review Clean Power Hour on Apple PodcastsThe Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: CleanPowerHour@gmail.com Corporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/The Clean Power Hour is brought to you by CPS America, maker of North America's number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com

War with Venezuela is barreling towards a reality. The mocking bird media and Republican neo-cons like Senator Lindsey Graham are manufacturing consent for war as we speak. Trying to convince all of us that Venezuela is the largest purveyor of drugs in the united states. Listen to Sean Hannity laugh it up with the idea that Venezuela should become the 51st state of America.