Podcasts about GW

Natalie Brunell sits down with Clay Garrett, Bitkey Lead at Block, to break down the massive Coldcard hack — including how his team found clues that may help law enforcement identify who was behind the attack. Then we go inside Bitkey itself: how it works, why it doesn't use a traditional seed phrase, and how its 3-key security design is meant to make self-custody safer and easier for everyday Bitcoin owners. We also discuss: What the Coldcard hack can teach Bitcoin owners about keeping their savings safe  How Bitkey protects your Bitcoin without relying on a seed phrase  Why Bitkey uses three keys — and what happens if you lose your phone or the device (or both)  How inheritance works and how your Bitcoin can eventually be passed on to your family  If you own Bitcoin and have ever wondered how to keep it safe without making self-custody overly complicated, this episode is for you. If you own Bitcoin and are thinking about securing it yourself — this is an important conversation. Get 10% off using code STORIES at Bitkey.world/STORIES (I do not earn commission from this discount). Follow Clay Garrett on X https://x.com/clay_garrett  ---- Order Natalie's new book "Bitcoin is For Everyone," a simple introduction to Bitcoin and what's broken in our current financial system: https://amzn.to/3WzFzfU  ---- Borrow against your Bitcoin without selling it. Ledn offers Bitcoin-backed loans built for serious holders, with rates that get lower as your loan size increases. With Ledn's custodied loan product, your Bitcoin is held in custody and not lent out. Ledn has operated through multiple market cycles without a loss of client assets and publishes Proof of Reserves so you can verify what they hold. Get 0.25% off your first loan at ledn.io/natalie. Terms apply — see the site for details. ---- Bitdeer Technologies Group (NASDAQ: BTDR) powers AI and Bitcoin mining infrastructure with 3 GW of secured global energy — and owns the entire stack, from equipment manufacturing to data centers to proprietary orchestration software. Learn more at https://www.bitdeer.com  ---- Abundant Mines is a fully-managed Bitcoin mining in the U.S. You own the miners. You keep 100% of the Bitcoin. Voted #1 mining company by peers. Get 1 month of free hosting: AbundantMines.com/Natalie ---- Natalie's Bitcoin Product Partners: Speed is my go-to Bitcoin Lightning wallet! Send, receive, or swap stablecoins and digital gold into Bitcoin in one app. Run a business? Speed powers Bitcoin payments for Steak 'n Shake, and it can do the same for you. Download at https://speed.app/natalie  and use code COINSTORIES10 for 5,000 free sats after your first transaction. Download Bitkey Today and use my promo code STORIES to get 10% off the new Bitkey. This episode has been sponsored by Bitkey: https://bitkey.world/STORIES Master Bitcoin self-custody and gain peace of mind with 1-on-1 training: https://www.thebitcoinway.com/natalie?utm_source=partner-natalie&utm_medium=podcast With BitcoinIRA, you can invest in bitcoin 24/7 inside a tax-advantaged IRA. Choose a Traditional IRA to defer taxes, or a Roth IRA for tax-free withdrawals later. Take control of your future with BitcoinIRA: https://www.bitcoinira.com/natalie  Natalie's Upcoming Events: The best time to plan for Bitcoin 2027 is right now. Early bird tickets are live — grab the lowest pricing available and use code HODL for 10% off: https://tickets.b.tc/event/bitcoin-2027?promoCodeTask=apply&promoCodeInput=HODL  Extra Services to Consider: One of the best decisions I made for both my heath and my bank account was joining CrowdHealth years ago. I never spend more than $200 on health coverage through my CrowdHealth plan and all my health events have been crowd-funded. Get started with a discounted plan at my link. : www.joincrowdhealth.com/natalie  ---- Disclaimer: The News Block and Coin Stories are for educational and entertainment purposes only and do not constitute financial, investment, legal, or tax advice. Natalie Brunell is not a financial advisor. Some content may include sponsorships or paid partnerships, which are disclosed. Always do your own research and consult a licensed professional before making financial decisions. Bitcoin and digital assets are volatile — never invest more than you can afford to lose.

AI is the latest technology that will change the world. That doesn't mean every dollar poured into building it will pay off. Nearly $3 trillion is expected to be spent on data centers between 2025 and 2028, and roughly half of it is borrowed -- financed on the assumption that demand keeps exploding. In this explainer episode: What's actually inside a data center Why they cost billions to build Who's lending the money, and what they were promised in return Why this boom has pulled capital away from Bitcoin The one thing that has to keep happening, or the whole thing breaks I also share why this matters for markets, your retirement account, and ultimately Bitcoin. ---- The Natalie Brunell Show is powered by Ledn: Borrow against your Bitcoin without selling it. Ledn offers Bitcoin-backed loans built for serious holders, with rates that get lower as your loan size increases. With Ledn's custodied loan product, your Bitcoin is held in custody and not lent out. Ledn has operated through multiple market cycles without a loss of client assets and publishes Proof of Reserves so you can verify what they hold. Get 0.25% off your first bitcoin-backed loan → https://www.ledn.io/natalie (Offer subject to terms and eligibility. Digital asset lending involves risk, including loss of collateral.) Bitdeer Technologies Group (NASDAQ: BTDR) powers AI and Bitcoin mining infrastructure with 3 GW of secured global energy — and owns the entire stack, from equipment manufacturing to data centers to proprietary orchestration software. Learn more at https://www.bitdeer.com  ---- Order my approachable introduction to Bitcoin book "Bitcoin is for Everyone: https://www.amazon.com/dp/1804091138?linkCode=ssc&tag=onamzameri07b-20&creativeASIN=1804091138&asc_item-id=amzn1.ideas.3Q6CKLCXBKGSV&ref_=aip_sf_list_spv_ons_mixed_d_asin  Limited signed copies are available for purchase at shop.talkingbitcoin.com powered by Speed Wallet.  ---- Read every story in the News Block with visuals and charts! Join our mailing list and subscribe to our free Bitcoin newsletter: https://thenewsblock.substack.com ---- Upcoming Events: The best time to plan for Bitcoin 2027 is right now. Early bird tickets are live — grab the lowest pricing available and use code HODL for 10% off: https://tickets.b.tc/event/bitcoin-2027?promoCodeTask=apply&promoCodeInput=HODL  ---- Disclaimer: The News Block and Coin Stories are for educational and entertainment purposes only and do not constitute financial, investment, legal, or tax advice. Natalie Brunell is not a financial advisor. Some content may include sponsorships or paid partnerships, which are disclosed. Always do your own research and consult a licensed professional before making financial decisions. Bitcoin and digital assets are volatile — never invest more than you can afford to lose.

Episode 209– Journal Tactica Prospero Burns A slightly different episode where we solely look at the new Journal Tactica thanks to GW sending a review copy – Is it good? Was choosing Prospero a good choice? Where were the demons? Plenty of questions and maybe some answers for you as we talk through the background, the scenarios and the new units.     00:00:00 – 00:03:39 – Intro 00:03:39 – 01:21:29 – Prospero Burns pt 1 01:21:29 – 02:38:15 – Prospero Burns pt 2 02:38:15 – 02:42:12 – Closing the Show Emma's fundraiser: https://www.justgiving.com/page/teamjackson2026 Teespring store: https://teespring.com/en-GB/stores/the-imperial-truth If you want to support the show then consider purchasing from Element Games. http://elementgames.co.uk/?d=10057 Don't forget you can use the codes for extra crystals. Greg – GRE259 Howard – HOW583 You can also support the Patreon here: https://www.patreon.com/TheImperialTruth Or via Ko-fi here: https://ko-fi.com/theimperialtruthfullstride   If you enjoyed the show then please leave a positive review on Itunes. You can contact the show via Greg@TheImperialTruth.com You can follow us on Twitter: Show – @Imperial_Truth Greg – @ChildofFang Also our facebook page: https://www.facebook.com/the.imperial.truth.au And our facebook group https://www.facebook.com/groups/436768449815184/  

Jonathan Goodman did everything the Bitcoin experts tell you to do: Multiple hardware wallets, backups stored in separate places and a seed phrase stamped into metal. But last month he opened his cold storage set-up and found his Bitcoin gone. In this deeply personal episode of Coin Stories, Natalie Brunell sits down with the author and entrepreneur, one of the most affected victims of the Coldcard exploit — money he had set aside for his children. We discuss: The moment he found out and what he did right away Why three separate backups all failed for the exact same reason What the detectives told him about getting his Bitcoin back Why he expects no class action lawsuit is coming What he'd say to the founder of the company that lost his savings  Why he refuses to be angry about any of it Follow Jonathan Goodman on X: https://x.com/itscoachgoodman   ---- Order Natalie's new book "Bitcoin is For Everyone," a simple introduction to Bitcoin and what's broken in our current financial system: https://amzn.to/3WzFzfU  ---- Borrow against your Bitcoin without selling it. Ledn offers Bitcoin-backed loans built for serious holders, with rates that get lower as your loan size increases. With Ledn's custodied loan product, your Bitcoin is held in custody and not lent out. Ledn has operated through multiple market cycles without a loss of client assets and publishes Proof of Reserves so you can verify what they hold. Get 0.25% off your first loan at ledn.io/natalie. Terms apply — see the site for details. ---- Bitdeer Technologies Group (NASDAQ: BTDR) powers AI and Bitcoin mining infrastructure with 3 GW of secured global energy — and owns the entire stack, from equipment manufacturing to data centers to proprietary orchestration software. Learn more at https://www.bitdeer.com  ---- Abundant Mines is a fully-managed Bitcoin mining in the U.S. You own the miners. You keep 100% of the Bitcoin. Voted #1 mining company by peers. Get 1 month of free hosting: AbundantMines.com/Natalie ---- Natalie's Bitcoin Product Partners: Speed is my go-to Bitcoin Lightning wallet! Send, receive, or swap stablecoins and digital gold into Bitcoin in one app. Run a business? Speed powers Bitcoin payments for Steak 'n Shake, and it can do the same for you. Download at https://speed.app/natalie  and use code COINSTORIES10 for 5,000 free sats after your first transaction. Download Bitkey Today and use my promo code STORIES to get 10% off the new Bitkey. This episode has been sponsored by Bitkey: https://bitkey.world/STORIES Master Bitcoin self-custody and gain peace of mind with 1-on-1 training: https://www.thebitcoinway.com/natalie?utm_source=partner-natalie&utm_medium=podcast With BitcoinIRA, you can invest in bitcoin 24/7 inside a tax-advantaged IRA. Choose a Traditional IRA to defer taxes, or a Roth IRA for tax-free withdrawals later. Take control of your future with BitcoinIRA: https://www.bitcoinira.com/natalie    Natalie's Upcoming Events: The best time to plan for Bitcoin 2027 is right now. Early bird tickets are live — grab the lowest pricing available and use code HODL for 10% off: https://tickets.b.tc/event/bitcoin-2027?promoCodeTask=apply&promoCodeInput=HODL  Extra Services to Consider: One of the best decisions I made for both my heath and my bank account was joining CrowdHealth years ago. I never spend more than $200 on health coverage through my CrowdHealth plan and all my health events have been crowd-funded. Get started with a discounted plan at my link. : www.joincrowdhealth.com/natalie  ---- Disclaimer: The News Block and Coin Stories are for educational and entertainment purposes only and do not constitute financial, investment, legal, or tax advice. Natalie Brunell is not a financial advisor. Some content may include sponsorships or paid partnerships, which are disclosed. Always do your own research and consult a licensed professional before making financial decisions. Bitcoin and digital assets are volatile — never invest more than you can afford to lose.

Welcome to the Energy Newsbeat, where host Stu Turley breaks down the ten most critical energy stories shaping global markets and infrastructure. In this episode, we explore a landscape marked by unprecedented challenges and opportunities: from the alarming vulnerability of the U.S. power grid to coordinated cyberattacks, to Iraq's aggressive push to double oil production and reshape Middle Eastern energy politics. As geopolitical tensions escalate—with Ukraine striking Russian refineries and the U.S. tightening sanctions on Iran—the global energy market faces historic supply constraints, record-high refining margins, and tanker costs that are reshaping fuel prices worldwide. Meanwhile, the explosive growth of AI data centers is creating a power demand crisis that threatens to overwhelm manufacturing capacity for years to come. This episode examines how these interconnected forces—from grid security and sanctions effectiveness to renewable energy policy and oil market dynamics—are fundamentally transforming the energy landscape and what it means for consumers, investors, and national security.1. U.S. Grid Vulnerability & Blackout RiskThe host discusses the critical vulnerability of the U.S. power grid to coordinated attacks on substations. Former FERC chairman John Wellinghoff warned that targeting just nine key substations could cause an 18-month nationwide blackout, potentially affecting millions. The episode emphasizes the importance of backup power systems and preparedness.2. Iraq's Oil Production Expansion & OPEC DynamicsIraq is aggressively pursuing plans to double its oil production capacity to 8-10 million barrels per day, with major oil companies (Chevron, Exxon, BP) securing new contracts. The discussion explores whether OPEC will allow this expansion and how Iraq is building export routes through Turkey to bypass the Strait of Hormuz.3. Sanctions on Iran & Their EffectivenessThe episode covers U.S. Treasury Secretary Bessen's sanctions strategy against Iran, examining whether sanctions are effectively constraining Iran's oil exports. Evidence shows Iran's exports have collapsed from 1.8-2.1 million barrels per day to near zero, though Iran is finding workarounds using land-based truck transport.4. Drone Threats to Oil InfrastructureThe UAE has installed massive metal cage structures over oil storage tanks in Abu Dhabi for anti-drone protection—a response to increasing drone strikes on energy infrastructure in the Ukraine-Russia conflict. This reflects how modern warfare is changing energy security.5. Ukraine's Strikes on Russian RefineriesUkraine has successfully struck major Russian refineries, including the Lukoil refinery in Perm, degrading Russia's refining capacity and military fuel supply. This has significant global oil market implications.6. Diesel Supply Shortages & Crack SpreadsHedge funds are reducing bearish bets on European diesel, signaling expected fuel supply shortages. U.S. crack spreads (the profit margin for refining) have hit record highs at $102 per barrel, driven by tight inventories and high tanker costs—not refinery gouging.7. AI Data Center Power Demand CrisisGE Vernova's gas turbine backlog has hit 116 gigawatts with delivery delays until 2031. The episode explores how AI data centers' massive power appetite is creating a manufacturing bottleneck, forcing companies to "bring your own power" (BYOP) solutions.8. Floating Offshore Wind Farms in BritainThe UK is moving to expensive floating offshore wind farms with 200 new turbines and 300-400 kilometers of cables. The host argues this approach will increase energy costs and require natural gas backup, contradicting net-zero goals.9. Winter Gasoline Waiver & Ethanol PolicyThe Trump administration issued an emergency waiver allowing early transition to winter-grade gasoline to help curb prices. The host advocates for eliminating ethanol mandates, arguing it wastes energy and increases consumer costs.10. Venezuela Oil Rig RestartSchlumberger (SLB) is preparing to restart 15 idle oil rigs in Venezuela to ease drilling bottlenecks, though Venezuela faces energy constraints that complicate operations.Overarching Theme: The podcast emphasizes that global energy markets are tight, oil and gas remain essential long-term, and geopolitical factors (sanctions, conflicts, infrastructure attacks) are reshaping energy supply chains and prices.1.What if 9 Substations were Targeted on the US Grid? Would Jon Wellinghoff's Prediction of an 18-Month US Grid Blackout Happen?2.Will Iraq leave OPEC, or will OPEC allow Iraq to double exports within six years?3.Will Choking Iran's Economy End the War, or Are They Too Resilient?4.UAE Cageing Up Their Oil Storage for Anti-Drone Protection5.Ukraine Hits Lukoil Refinery. How Degraded is the Russian Refinery Capacity?6.Hedge Funds Cut Bearish Bets on European Diesel to Two-Year Low7.GE Vernova's Gas Turbine Backlog Hits 116 GW. What Does This Mean for the AI Market?8.Britain Doubles Down on Wind by Moving to Floating Wind Farms for More Expensive Energy9.US Allows Early Sales of Winter Gasoline to Help Curb Prices10.SLB Prepares to Restart 15 Oil Rigs in VenezuelaA shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling, and we use their tools for the Energy News Beat weekly Rig Reports: https://welldatabase.com/

India's next investment boom could be emerging across AI infrastructure, defence and metals. In this episode of The Core Report Special Edition, Abhay Laijawala, MD & Chief Investment Officer, India, Lighthouse Canton, joins financial journalist Govindraj Ethiraj to explain the biggest investment opportunities shaping India's stock market and economy in 2026.From data centres and AI infrastructure to defence manufacturing, copper, silver and aluminium, Laijawala explains why the next investment cycle may look very different from the one investors have just lived through.India may not dominate the semiconductor or memory chip business yet, but Laijawala argues that the country has a significant opportunity in the wider AI infrastructure ecosystem. Transformers, cooling systems, gensets, electrical equipment and data centre infrastructure could become major beneficiaries as India expands from under 2 GW of data centre capacity today towards an estimated 8 to 10 GW over the coming years.The conversation also looks at why defence manufacturing in India could be at the beginning of a multi-year growth cycle. Rising domestic procurement, stronger order books, exports, missiles, munitions, drones and a growing private-sector defence ecosystem are creating new opportunities outside the traditional large-cap universe.The next major investment theme is metals, particularly copper, silver and aluminium. Copper demand is rising with power grids, renewable energy, electric vehicles and data centres, while constrained global supply could create a significant copper shortage. Silver and aluminium could also benefit from the global shift towards electrification.Laijawala also explains why investors are looking beyond Indian equities towards US stocks, European equities, semiconductors and global diversification, and why gold and silver may deserve a larger place in portfolios as concerns around US debt and the dollar grow.Could India's next investment boom be driven by AI, defence and metals rather than the traditional market leaders?Govindraj Ethiraj and Abhay Laijawala also discuss whether India could be entering an economic cycle similar to 2003 and 2004, with stronger industrial growth, rising bank credit, corporate investment and potentially higher earnings growth.Watch the full conversation for Abhay Laijawala's outlook on the India stock market in 2026, AI infrastructure investment, defence manufacturing, copper and silver prices, aluminium, data centres, global equities, portfolio allocation and India's next investment cycle.Chapters:01:24 What Does Lighthouse Canton Actually Do? 02:47 What Wealthy Investors Want Now 03:54 Are Global Investors Still Committed to AI? 06:27 What Does It Mean When Investors Get Flushed Out? 07:06 Why Power and Copper Matter to India's AI Future 10:13 Where Will India's Next Industrial Growth Come From? 11:43 Which Equipment Is on the Approved List? 12:15 Will More Companies Enter This Opportunity? 13:21 How Industry Is Preparing for What's Next 14:11 Can India Capitalise on Rising Copper Demand? 20:16 Where Are India's Next Big Investment Themes? 22:56 Why Mining Could Matter More to Investors 24:15 Where Do Copper, Silver and Aluminium Go From Here? 26:54 How Should Investors Allocate Across Asset Classes? 29:00 Where Are the Next Opportunities in Defence? 32:32 What Are India Inc.'s Earnings Telling Investors? Could India's next investment boom come from AI infrastructure, defence manufacturing and metals? Govindraj Ethiraj and Abhay Laijawala discuss India's stock market outlook for 2026, data centres, AI investment, defence, copper, silver, aluminium and the next investment cycle shaping India's economy. Watch The Core Report Special Edition for the investment opportunities investors should be tracking.#IndiaInvesting #AIInfrastructure #DefenceManufacturing #StockMarketIndia #TheCoreReport #TheCore

Natalie Brunell sits down with Alex Leishman, Founder, CEO & CTO of River. Alex shares what River's own client data reveals about who is buying and selling Bitcoin right now — and why big institutions are quietly accumulating during this downturn while everyday investors sell. In this episode: Is Bitcoin still Bitcoin if Wall Street owns a growing share of it? Why most people never move their Bitcoin off an exchange How scammers actually steal Bitcoin, and the simple habits that stop them Whether quantum computing is a real threat to your Bitcoin, and how River is preparing Why Alex has no plans to take River public, even as competitors go the other way What Alex tells people when everyone around them has turned bearish Follow Alex Leishman on X: https://x.com/Leishman  and sign up for River at https://www.river.com/natalie  ---- Order Natalie's new book "Bitcoin is For Everyone," a simple introduction to Bitcoin and what's broken in our current financial system: https://amzn.to/3WzFzfU  ---- Borrow against your Bitcoin without selling it. Ledn offers Bitcoin-backed loans built for serious holders, with rates that get lower as your loan size increases. With Ledn's custodied loan product, your Bitcoin is held in custody and not lent out. Ledn has operated through multiple market cycles without a loss of client assets and publishes Proof of Reserves so you can verify what they hold. Get 0.25% off your first loan at ledn.io/natalie. Terms apply — see the site for details. ---- Bitdeer Technologies Group (NASDAQ: BTDR) powers AI and Bitcoin mining infrastructure with 3 GW of secured global energy — and owns the entire stack, from equipment manufacturing to data centers to proprietary orchestration software. Learn more at https://www.bitdeer.com. ---- Abundant Mines is a fully-managed Bitcoin mining in the U.S. You own the miners. You keep 100% of the Bitcoin. Voted #1 mining company by peers. Get 1 month of free hosting: AbundantMines.com/Natalie ---- Natalie's Bitcoin Product Partners & Sponsors: Speed is my go-to Bitcoin Lightning wallet! Send, receive, or swap stablecoins and digital gold into Bitcoin in one app. Run a business? Speed powers Bitcoin payments for Steak 'n Shake, and it can do the same for you. Download at https://speed.app/natalie  and use code COINSTORIES10 for 5,000 free sats after your first transaction. Download Bitkey Today and use my promo code STORIES to get 10% off the new Bitkey. This episode has been sponsored by Bitkey: https://bitkey.world/STORIES Master Bitcoin self-custody and gain peace of mind with 1-on-1 training: https://www.thebitcoinway.com/natalie?utm_source=partner-natalie&utm_medium=podcast With BitcoinIRA, you can invest in bitcoin 24/7 inside a tax-advantaged IRA. Choose a Traditional IRA to defer taxes, or a Roth IRA for tax-free withdrawals later. Take control of your future with BitcoinIRA: https://www.bitcoinira.com/natalie  Kalshi is the largest prediction market in the world. Use code HODL and get $25 when you trade $25: http://kalshi.com/r/HODL   Natalie's Upcoming Events: The best time to plan for Bitcoin 2027 is right now. Early bird tickets are live — grab the lowest pricing available and use code HODL for 10% off: https://tickets.b.tc/event/bitcoin-2027?promoCodeTask=apply&promoCodeInput=HODL  Extra Services to Consider: One of the best decisions I made for both my heath and my bank account was joining CrowdHealth years ago. I never spend more than $200 on health coverage through my CrowdHealth plan and all my health events have been crowd-funded. Get started with a discounted plan at my link. : www.joincrowdhealth.com/natalie  ---- Disclaimer: The News Block and Coin Stories are for educational and entertainment purposes only and do not constitute financial, investment, legal, or tax advice. Natalie Brunell is not a financial advisor. Some content may include sponsorships or paid partnerships, which are disclosed. Always do your own research and consult a licensed professional before making financial decisions. Bitcoin and digital assets are volatile — never invest more than you can afford to lose.  

Michael Saylor and Phong Le sat down with Natalie Brunell to take questions directly from Strategy investors — including some pointed concerns about MSTR's sharp drawdown, dilution and whether common shareholders are still the company's top priority. One investor said he put $73,000 into MSTR for each of his three children, only to see each investment fall to roughly $20,000. He asked Saylor and Le directly: have common shareholders become Strategy's lowest priority? In this episode: Michael and Phong address dilution fears around $MSTR common stock  Are $MSTR buybacks are on the table, and under what conditions? What they say they learned from the $STRC drawdown Whether the $1 million and $10 million per Bitcoin scenarios still hold Why Strategy wants to become the "J.P. Morgan of digital assets" and what that really means ---- Order Natalie's new book "Bitcoin is For Everyone," a simple introduction to Bitcoin and what's broken in our current financial system: https://amzn.to/3WzFzfU  ---- Borrow against your Bitcoin without selling it. Ledn offers Bitcoin-backed loans built for serious holders, with rates that get lower as your loan size increases. With Ledn's custodied loan product, your Bitcoin is held in custody and not lent out. Ledn has operated through multiple market cycles without a loss of client assets and publishes Proof of Reserves so you can verify what they hold. Get 0.25% off your first loan at ledn.io/natalie. Terms apply — see the site for details. ---- Bitdeer Technologies Group (NASDAQ: BTDR) powers AI and Bitcoin mining infrastructure with 3 GW of secured global energy — and owns the entire stack, from equipment manufacturing to data centers to proprietary orchestration software. Learn more at https://www.bitdeer.com. ---- Kalshi is the largest prediction market in the world. Get $25 when you trade $25. http://kalshi.com/r/HODL ---- Natalie's Bitcoin Product Partners: Speed is my go-to Bitcoin Lightning wallet! Send, receive, or swap stablecoins and digital gold into Bitcoin in one app. Run a business? Speed powers Bitcoin payments for Steak 'n Shake, and it can do the same for you. Download at https://speed.app/natalie  and use code COINSTORIES10 for 5,000 free sats after your first transaction. Download Bitkey Today and use my promo code STORIES to get 10% off the new Bitkey. This episode has been sponsored by Bitkey: https://bitkey.world/STORIES Master Bitcoin self-custody and gain peace of mind with 1-on-1 training: https://www.thebitcoinway.com/natalie?utm_source=partner-natalie&utm_medium=podcast With BitcoinIRA, you can invest in bitcoin 24/7 inside a tax-advantaged IRA. Choose a Traditional IRA to defer taxes, or a Roth IRA for tax-free withdrawals later. Take control of your future with BitcoinIRA: https://www.bitcoinira.com/natalie  Natalie's Upcoming Events: The best time to plan for Bitcoin 2027 is right now. Early bird tickets are live — grab the lowest pricing available and use code HODL for 10% off: https://tickets.b.tc/event/bitcoin-2027?promoCodeTask=apply&promoCodeInput=HODL  Extra Services to Consider: One of the best decisions I made for both my heath and my bank account was joining CrowdHealth years ago. I never spend more than $200 on health coverage through my CrowdHealth plan and all my health events have been crowd-funded. Get started with a discounted plan at my link. : www.joincrowdhealth.com/natalie  ---- Disclaimer: The News Block and Coin Stories are for educational and entertainment purposes only and do not constitute financial, investment, legal, or tax advice. Natalie Brunell is not a financial advisor. Some content may include sponsorships or paid partnerships, which are disclosed. Always do your own research and consult a licensed professional before making financial decisions. Bitcoin and digital assets are volatile — never invest more than you can afford to lose.

In Episode 52 of The League, Benoy Thanjan and David Magid discuss several major developments shaping the future of power markets. The conversation begins with a significant New York court ruling that classified battery energy storage as a public utility, potentially giving developers a stronger path through local zoning and permitting challenges. They discuss why this legal precedent could accelerate the development of standalone battery projects across the state over the next several years. They also examine New Jersey's plans to procure 1.1 GW of nuclear power while seeking to protect ratepayers from construction and cost-overrun risk. Nuclear offers the promise of reliable, carbon-free generation, but long development timelines, financing challenges, and execution risk remain major questions. The episode then turns to the rapidly growing electricity demand created by AI and data centers. Benoy shares insights from a recent Young Professionals in Energy panel focused on how the industry can deliver reliable 24/7 power quickly enough to support data center growth. The conclusion: there is no single solution. Solar, battery storage, natural gas, fuel cells, microgrids, nuclear, transmission, and demand management will all likely play a role. The real competitive advantage may belong to companies that can navigate permitting, interconnection, financing, and infrastructure deployment faster than their competitors.   Host Bio: Benoy Thanjan Benoy Thanjan is the Founder and CEO of Rene Down down down down downu 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. Connect with Benoy on LinkedIn: https://www.linkedin.com/in/benoythanjan/ Learn more:  https://reneuenergy.com https://www.solarmaverickpodcast.com   Host Bio: David Magid David Magid is a seasoned renewable energy executive with deep expertise in solar development, financing, and operations. He has worked across the clean energy value chain, leading teams that deliver distributed generation and community solar projects. David is widely recognized for his strategic insights on interconnection, market economics, and policy trends shaping the U.S. solar industry. Connect with David on LinkedIn: https://www.linkedin.com/in/davidmagid/ If you have any questions or comments, you can email us at info@reneuenergy.com.   Please provide 5 star reviews      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.    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.    

Welcome to Rate Payers First, where we cut through the noise on America's energy crisis. Join host David Blackmon, Stu Turley, and Frm Representative Jason Isaac as we expose the policies destroying your wallet, threatening national security, and crippling American energy independence. From windfall profit taxes to grid failures to Chinese equipment in our power lines—we're asking the questions Washington won't answer. Because affordable, reliable energy isn't a luxury. It's the foundation of prosperity, security, and freedom.This podcast is going out on both the Energy News Beat, and Energy Impacts Podcast and we highly recommend following Jason Isaac on his LinkedIn https://www.linkedin.com/in/jasonaisaac/, and also his website: https://americanenergyinstitute.com/Also check out David Blackmon's Substack https://blackmon.substack.com/, and The Energy News Beat Substack https://theenergynewsbeat.substack.com/1. Oil & Gas Pricing & Market DynamicsThe hosts debate President Trump's comments about oil companies "price gouging" on gasoline. They explain the "rocket and feather effect"—how prices spike quickly when supply concerns arise but take longer to fall. They note current gas prices are actually lower than during the Biden administration and lower than historical averages, despite public frustration.2. Windfall Profit Tax ConcernsDiscussion of proposed Democratic legislation (Ro Khanna and Bernie Sanders) to impose windfall profit taxes on oil companies. The guests argue this would ultimately harm consumers by raising costs and reducing investment, citing Texas as an example of how lower business taxes attract companies and economic growth.3. Data Centers & Critical Digital InfrastructureA major focus on the AI race against China and the importance of data centers. They contrast Governor Hokel's ban on data centers in New York with Governor Abbott's measured approach in Texas—a temporary halt to review environmental impacts. Key points include data centers' economic benefits (jobs, tax revenue, $1 billion to Texas education last year) and the need to protect water resources through responsible practices like desalination.4. Energy Grid Reliability & Market ReformExtensive discussion of Texas's grid challenges, including:Poor market design that doesn't reward reliabilityOver-reliance on intermittent wind and solar (53 GW added vs. only 3 GW of natural gas in 5 years)Rate payers bearing billions in costs to keep thermal plants on standbyLaunch of "Rate Payers First" coalition to advocate for consumer protection5. Supply Chain & National Security IssuesConcerns about Chinese equipment in the U.S. electrical grid, including:Chinese-made solar components and battery storage systemsRemote communication devices pinging back to ChinaThe incident at Camp Lejeune where a battery storage system was remotely restarted after being shut downNeed to bring manufacturing back to the U.S. and allied nations6. Wind & Solar Infrastructure ProblemsEnvironmental and practical concerns about renewable energy installations:Wind turbine graveyards in Sweetwater, Texas with disposal challengesOil leaking from turbine bases contaminating farmlandMassive concrete foundations making land unsuitable for future farmingPotential future "superfund sites" from damaged installations7. LNG & Energy ExportsCelebration of U.S. LNG production and exports as "freedom fuel" helping allies globally. Discussion of how American LNG is more affordable than alternatives and helps lift people out of poverty worldwide. Mention of major investments like Amazon's 7-gigawatt natural gas facility.8. Jones Act & Fuel SupplyThe importance of suspending the Jones Act (Merchant Marine Act of 1920) to allow cheaper fuel transport to California, Hawaii, Alaska, and Puerto Rico. Discussion of how the antiquated law drives up energy costs in these regions and harms industries like pharmaceuticals in Puerto Rico.9. California's Energy Crisis & National SecurityCalifornia's closure of refineries (down to 7 from 40) creates vulnerability for military bases and national security. The state's opposition to increased oil production threatens fuel supply for strategic military installations.10. Natural Gas Turbine ShortageA critical supply chain issue: 5-year waiting list for gas turbines, with old power plants being dismantled to salvage parts, limiting new natural gas generation capacity despite demand.The overarching theme is that affordable, reliable American energy is essential for economic prosperity, national security, and global stability—and that misguided policies (windfall taxes, renewable subsidies, Jones Act restrictions) undermine these goals.

Welcome to Rate Payers First, where we cut through the noise on America's energy crisis. Join host David Blackmon, Stu Turley, and Frm Representative Jason Isaac as we expose the policies destroying your wallet, threatening national security, and crippling American energy independence. From windfall profit taxes to grid failures to Chinese equipment in our power lines—we're asking the questions Washington won't answer. Because affordable, reliable energy isn't a luxury. It's the foundation of prosperity, security, and freedom.This podcast is going out on both the Energy News Beat, and Energy Impacts Podcast and we highly recommend following Jason Isaac on his LinkedIn https://www.linkedin.com/in/jasonaisaac/, and also his website: https://americanenergyinstitute.com/Also check out David Blackmon's Substack https://blackmon.substack.com/, and The Energy News Beat Substack https://theenergynewsbeat.substack.com/1. Oil & Gas Pricing & Market DynamicsThe hosts debate President Trump's comments about oil companies "price gouging" on gasoline. They explain the "rocket and feather effect"—how prices spike quickly when supply concerns arise but take longer to fall. They note current gas prices are actually lower than during the Biden administration and lower than historical averages, despite public frustration.2. Windfall Profit Tax ConcernsDiscussion of proposed Democratic legislation (Ro Khanna and Bernie Sanders) to impose windfall profit taxes on oil companies. The guests argue this would ultimately harm consumers by raising costs and reducing investment, citing Texas as an example of how lower business taxes attract companies and economic growth.3. Data Centers & Critical Digital InfrastructureA major focus on the AI race against China and the importance of data centers. They contrast Governor Hokel's ban on data centers in New York with Governor Abbott's measured approach in Texas—a temporary halt to review environmental impacts. Key points include data centers' economic benefits (jobs, tax revenue, $1 billion to Texas education last year) and the need to protect water resources through responsible practices like desalination.4. Energy Grid Reliability & Market ReformExtensive discussion of Texas's grid challenges, including:Poor market design that doesn't reward reliabilityOver-reliance on intermittent wind and solar (53 GW added vs. only 3 GW of natural gas in 5 years)Rate payers bearing billions in costs to keep thermal plants on standbyLaunch of "Rate Payers First" coalition to advocate for consumer protection5. Supply Chain & National Security IssuesConcerns about Chinese equipment in the U.S. electrical grid, including:Chinese-made solar components and battery storage systemsRemote communication devices pinging back to ChinaThe incident at Camp Lejeune where a battery storage system was remotely restarted after being shut downNeed to bring manufacturing back to the U.S. and allied nations6. Wind & Solar Infrastructure ProblemsEnvironmental and practical concerns about renewable energy installations:Wind turbine graveyards in Sweetwater, Texas with disposal challengesOil leaking from turbine bases contaminating farmlandMassive concrete foundations making land unsuitable for future farmingPotential future "superfund sites" from damaged installations7. LNG & Energy ExportsCelebration of U.S. LNG production and exports as "freedom fuel" helping allies globally. Discussion of how American LNG is more affordable than alternatives and helps lift people out of poverty worldwide. Mention of major investments like Amazon's 7-gigawatt natural gas facility.8. Jones Act & Fuel SupplyThe importance of suspending the Jones Act (Merchant Marine Act of 1920) to allow cheaper fuel transport to California, Hawaii, Alaska, and Puerto Rico. Discussion of how the antiquated law drives up energy costs in these regions and harms industries like pharmaceuticals in Puerto Rico.9. California's Energy Crisis & National SecurityCalifornia's closure of refineries (down to 7 from 40) creates vulnerability for military bases and national security. The state's opposition to increased oil production threatens fuel supply for strategic military installations.10. Natural Gas Turbine ShortageA critical supply chain issue: 5-year waiting list for gas turbines, with old power plants being dismantled to salvage parts, limiting new natural gas generation capacity despite demand.The overarching theme is that affordable, reliable American energy is essential for economic prosperity, national security, and global stability—and that misguided policies (windfall taxes, renewable subsidies, Jones Act restrictions) undermine these goals.A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

The Cuckoo sings in May and the King of the Dogwoods reigns over an hour built from polkas, ballads, and Gaelic song. This episode moves between Ireland, Scotland, and the wider Celtic diaspora, featuring both first - time voices on the show and beloved regulars who have shaped its sound for years. It's the Irish & Celtic Music Podcast #770.  -  -  Subscribe now at CelticMusicPodcast.com!   Trí, Celtic Underground, Blackwillow Starling, Caitlin Finley & Will Woodson, Irish Millie, The Bilge Pumps, Callan, Boiled In Lead, Mairi McGillivray, Hadrian's Wall, Colin Steele, Sean Griffin, The Tan and Sober Gentlemen, John Doyle   Marc Gunn, Trí, Blackwillow Starling, Irish Millie, Mairi McGillivray, Sean Griffin, Colin Steele, John Doyle, Boiled In Lead GET CELTIC MUSIC NEWS IN YOUR INBOX   The Celtic Music Magazine is a quick and easy way to plug yourself into more great Celtic culture. Enjoy seven weekly news items with what's happening with Celtic music and culture online. Subscribe now and get 34 Celtic MP3s for Free. VOTE IN THE CELTIC TOP 20 FOR 2026   This is our way of finding the best songs and artists each year. You can vote for as many songs and tunes that inspire you in each episode. Your vote helps me create this year's Best Celtic music episode. You have just three weeks to vote this year. Vote Now! THIS WEEK IN CELTIC MUSIC   0:02 - Intro: Tom Field   0:10 - Trí "The Manchester / The Old Bush / The Banks of the Ilen" from The Cuckoo Sings in May   3:31 - WELCOME   5:12 - Celtic Underground "John Ryan's Polka / Hills of Connemara" from You Can Always Go Home   8:52 - Blackwillow Starling "Guardian of the Grove" from Thornaeppel   11:36 - Caitlin Finley & Will Woodson "The Peeler's Jacket / The Duke of Leinster" from Once Through the Hall   14:01 - Irish Millie "CINEMA" from Can You See Me?   17:34 - FEEDBACK   19:14 - The Bilge Pumps "Roll the Old Chariot Along" from Greatest Hits, Vols I - VII   21:58 - Callan "Amazing Grace" from Callan Song Book   25:24 - Boiled In Lead "The King of the Dogwoods" from King of the Dogwoods   28:47 - Mairi McGillivray "'S Mòr mo Chùram" from Mo Thìr   31:46 - THANKS   33:41 - Hadrian's Wall "Check in with Toronto" from Play Us a Tune   36:43 - Colin Steele "Benromach" from Stramash II   43:20 - Sean Griffin "JFK" from People Are Mad   47:51 - The Tan and Sober Gentlemen "Rabbit" from Veracity   51:05 - CLOSING   51:56 - John Doyle "An Irishman's Epistle To The People Of America" from Free by Nature: Songs of the Irish in the American Revolution   56:50 - CREDITS   Support for this program comes from International speaker, Joseph Dumond, teaching the ancient roots of the Gaelic people. Learn more about their origins at Sightedmoon.com   Support for this program comes from Cascadia Cross Border Law Group, Creating Transparent Borders for more than twenty five years, serving Alaska and the world. Find out more at   www.CascadiaLawAlaska.com    Support for this program comes from Hank Woodward.   Support for this program comes from Dr. Annie Lorkowski of Centennial Animal Hospital in Corona, California.    Support for this program comes from John Sharkey White, II.   The Irish & Celtic Music Podcast was produced by Marc Gunn, The Celtfather and our Patrons on Patreon. The show was edited by Mitchell Petersen with Graphics by Miranda Nelson Designs. Visit our website to follow the show. You'll find links to all of the artists played in this episode.    Todd Wiley is the editor of the Celtic Music Magazine. Subscribe to get 34 Celtic MP3s for Free. Plus, you'll get 7 weekly news items about what's happening with Celtic music and culture online. Best of all, you will connect with your Celtic heritage.   Please tell one friend about this podcast. Word of mouth is the absolute best way to support any creative endeavor.    Finally, remember: the sun and the wind never send you a fuel bill.   Last year, solar and wind grew fast enough to cover all of the world's new electricity demand, and they're still the cheapest new power ever built. Solar and wind are now the cheapest power sources in history, and their costs keep falling while fossil fuel prices swing with every crisis.   Choose clean energy, and ask your leaders to do the same. Clean energy means lower costs, more freedom, and a planet that can actually breathe.   Promote Celtic culture through music at http://celticmusicpodcast.com/. WELCOME THE IRISH & CELTIC MUSIC PODCAST * Helping you celebrate Celtic culture through music. I am Marc Gunn. I'm a Celtic musician and also host of Pub Songs & Stories. Every song has a story, every episode is a toast to Celtic and folk songwriters.   This podcast is for fans of all kinds of Celtic music. We are here to build a diverse Celtic community and help the incredible artists who so generously share their music with you. If you hear music you love, please email the artists to let them know you heard them on the Irish & Celtic Music Podcast.    Because we are more than just a radio show. We are a community. A community of Celtic music and culture lovers. We support small and local artists. We spend money on things that truly matter. The personal and heart felt.    You can do that with each of the artists on today's show OR your favorite artists. Buy a CD, Album Pin, Shirt, Digital Download, or join their community on Patreon.    You can find a link to all of the artists in the shownotes, along with show times, when you visit our website at celticmusicpodcast.com.  ALBUM PINS ARE CHANGING THE WAY WE HEAR CELTIC MUSIC   Looking for a fresh way to support the music you love? Meet the Album Pin.   Album Pins are lapel pins themed to a specific album — and each one comes with a digital download. Wear your music. All of my latest pins are wood - burned and locally produced, which means a smaller footprint and a one - of - a - kind feel you won't find anywhere else.   Pick yours up at magerecords.com  THANK YOU PATRONS OF THE PODCAST!   A huge Celtic thank you to the Patrons of the Podcast. You are the reason this show comes out every single week. Your generosity keeps the music playing, pays for the audio engineering that makes each episode sound great, and puts independent Celtic artists in front of thousands of new ears.   Being a patron comes with real perks. You get early access to episodes before anyone else. You get music - only versions of the show with none of the chit chat. You get free music downloads, exclusive behind the scenes content, and a vote in the Celtic Top 20 that shapes what we all hear. Most of all, you get to be part of a warm, welcoming community of people who love this music as much as you do.   If you have been thinking about joining us, there has never been a better time. Come see what the community is all about at SongHenge.com. Sláinte!   HERE IS YOUR THREE STEP PLAN TO SUPPORT THE PODCAST   Go to our Patreon page. Decide how much you want to pledge every month, $4, $12, $30.  Keep listening to the Irish & Celtic Music Podcast to celebrate Celtic culture through music. You can become a generous Patron of the Podcast on Patreon at SongHenge.com.   TRAVEL WITH CELTIC INVASION VACATIONS   Every year, I take a small group of Celtic music fans on the relaxing adventure of a lifetime. We don't see everything. Instead, we stay in one area. We get to know the region through its culture, history, and legends. You can join us with an auditory and visual adventure through podcasts and videos. Learn more about the Celtic Invasion of Hiking the Isle of Skye in 2027 at http://celticinvasion.com/ #celticmusic #irishmusic #celticmusicpodcast I WANT YOUR FEEDBACK What are you doing today while listening to the podcast? Send me a photo. If you're in a Celtic band, send me an audio recording of you performing live. Just audio. I'll use it in a podcast episode later this year.   Email me at follow@bestcelticmusic.   Gwênlyn Glusman emailed: "Hi Marc,   Since you're planning the trip to Galicia, I thought you might be interested in episode #128 of the "Gaeilge Weekly" podcast  -  about Galicia, of course! It came out yesterday.   Note that each episode of the podcast comes in three versions: the "gnáthleagan" (standard) fully in Irish, the "níos simplí" (simpler) version, and the "i bhfad níos simplí" (even simpler) version. The simpler versions are slower and mix Irish and English.   Slán,  -  -  Gwênlyn (she/her)"  

Can you really retire off Bitcoin — even if the price drops 50%? Mark Moss returns to Coin Stories to explain why he believes you can, what most people misunderstand about volatility, and why becoming a forced seller can be more dangerous than a falling market. He also opens up about what happened inside Satsuma, the Bitcoin treasury company that ultimately unraveled. In this episode: How to retire off Bitcoin without selling it What really happened inside Satsuma Whether the Coldcard exploit changes self-custody Why Mark doesn't expect another 2008-style crash soon What could finally bring money back into Bitcoin Follow Mark at https://x.com/1MarkMoss  ---- Order Natalie's new book "Bitcoin is For Everyone," a simple introduction to Bitcoin and what's broken in our current financial system: https://amzn.to/3WzFzfU  ---- Borrow against your Bitcoin without selling it. Ledn offers Bitcoin-backed loans built for serious holders, with rates that get lower as your loan size increases. With Ledn's custodied loan product, your Bitcoin is held in custody and not lent out. Ledn has operated through multiple market cycles without a loss of client assets and publishes Proof of Reserves so you can verify what they hold. Get 0.25% off your first loan at ledn.io/natalie. Terms apply — see the site for details. ---- Bitdeer Technologies Group (NASDAQ: BTDR) powers AI and Bitcoin mining infrastructure with 3 GW of secured global energy — and owns the entire stack, from equipment manufacturing to data centers to proprietary orchestration software. Learn more at https://www.bitdeer.com. ---- Abundant Mines is a fully-managed Bitcoin mining in the U.S. You own the miners. You keep 100% of the Bitcoin. Voted #1 mining company by peers. Get 1 month of free hosting: AbundantMines.com/Natalie ---- Natalie's Bitcoin Product Partners: Speed is my go-to Bitcoin Lightning wallet! Send, receive, or swap stablecoins and digital gold into Bitcoin in one app. Run a business? Speed powers Bitcoin payments for Steak 'n Shake, and it can do the same for you. Download at https://speed.app/natalie  and use code COINSTORIES10 for 5,000 free sats after your first transaction. Download Bitkey Today and use my promo code STORIES to get 10% off the new Bitkey. This episode has been sponsored by Bitkey: https://bitkey.world/STORIES Master Bitcoin self-custody and gain peace of mind with 1-on-1 training: https://www.thebitcoinway.com/natalie?utm_source=partner-natalie&utm_medium=podcast With BitcoinIRA, you can invest in bitcoin 24/7 inside a tax-advantaged IRA. Choose a Traditional IRA to defer taxes, or a Roth IRA for tax-free withdrawals later. Take control of your future with BitcoinIRA: https://www.bitcoinira.com/natalie  Natalie's Upcoming Events: The best time to plan for Bitcoin 2027 is right now. Early bird tickets are live — grab the lowest pricing available and use code HODL for 10% off: https://tickets.b.tc/event/bitcoin-2027?promoCodeTask=apply&promoCodeInput=HODL  Extra Services to Consider: One of the best decisions I made for both my heath and my bank account was joining CrowdHealth years ago. I never spend more than $200 on health coverage through my CrowdHealth plan and all my health events have been crowd-funded. Get started with a discounted plan at my link. : www.joincrowdhealth.com/natalie  ---- Disclaimer: The News Block and Coin Stories are for educational and entertainment purposes only and do not constitute financial, investment, legal, or tax advice. Natalie Brunell is not a financial advisor. Some content may include sponsorships or paid partnerships, which are disclosed. Always do your own research and consult a licensed professional before making financial decisions. Bitcoin and digital assets are volatile — never invest more than you can afford to lose.

Episode Summary On this episode of the Solar Maverick Podcast, Benoy Thanjan speaks with Jacob Yang, a clean energy marketing and communications professional who has worked across the solar, energy storage and climate tech industries. Benoy and Jacob discuss how marketing in renewable energy has evolved, some of the biggest mistakes clean energy companies make when communicating with customers, and why thought leadership and personal branding are becoming increasingly important. They also explore the growing importance of LinkedIn as a business development platform, how executives can build authentic brands without constantly selling, and why sharing knowledge consistently can create opportunities long before someone becomes a customer. Jacob also shares his perspective on careers in clean energy, the skills that will become increasingly valuable, and how the industry may evolve over the next decade.   Biographies Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, a solar development and consulting firm, and the host of the Solar Maverick Podcast. He also serves as a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed more than 100 MW of solar projects across the United States, advised on more than 1 GW of energy projects worldwide, helped launch some of the first residential solar tax equity funds at Tesla, and brokered approximately $50 million in renewable energy credit transactions. Before founding Reneu Energy, Benoy worked in Tesla's Project Finance Group as an environmental commodities trader, where he managed one of the company's largest environmental commodities portfolios. He originated renewable energy credit transactions and worked with senior leadership to develop monetization and hedging strategies supporting the company's expansion into East Coast markets. Benoy also served as Vice President at Vanguard Energy Partners, a solar and energy storage construction company, where he developed project finance solutions for commercial-scale solar portfolios. At Ridgewood Renewable Power, a private equity fund with approximately 125 MW of U.S. renewable energy assets, he evaluated investment opportunities, supported portfolio strategy, and played a key role in the sale of the firm's renewable energy portfolio. Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and in Financial Advisory Services at Ernst & Young. He also completed an internship on the trading floor at D. E. Shaw & Co., a global investment and technology development firm. Benoy holds an MBA in Finance from Rutgers University and a Bachelor of Science in Finance and Economics from the NYU Stern School of Business, where he was an Alumni Scholar.   Guest Information Jacob Yang is the founder and CEO of Amp Your Story and a clean energy marketing professional with more than 10 years of marketing experience and approximately seven years of experience working in clean energy. Earlier in his career, Jacob worked at a marketing agency where his clients included utility-scale EPC companies in the Midwest and several cleantech startups. Today, he works with cleantech companies around the world as a fractional CMO. Jacob also created a free online clean energy marketing community designed to encourage collaboration, professional growth, knowledge sharing, and new voices within the industry. The community helps marketers navigate challenges ranging from clean energy policy and industry volatility to AI, emerging marketing technologies, career development, and demonstrating marketing ROI. Through his thought leadership, Jacob focuses heavily on personal branding, LinkedIn, demand generation, paid advertising, AI, and helping clean energy professionals become more effective marketers. He is also developing a clean energy LinkedIn course designed to share these strategies with a broader audience.   Stay Connected: Benoy Thanjan Email: info@reneuenergy.com  LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com Website: https://www.solarmaverickpodcast.com/   Jacob Yang LinkedIn: https://www.linkedin.com/in/jacobjuancarlosyang/   Website: https://cleanenergymarketer.com   Jacob Yang interview about Linkedin strategies https://www.youtube.com/watch?v=4dnDOdlpLZU Sponsor This episode of the Solar Maverick Podcast is brought to you by Reneu Energy. Reneu Energy works with companies and organizations on renewable energy strategy, project development, owner's representation, project finance, renewable energy credits, and market advisory services. To learn more, visit: https://www.reneuenergy.com Listen and Subscribe Subscribe to the Solar Maverick Podcast on Apple Podcasts, Spotify, YouTube, or your favorite podcast platform. If you enjoyed this episode, please leave a rating and review. It helps more people discover conversations with the leaders shaping the future of solar, storage, and the energy transition.  

California's new "My First EV" rebate is proving that people really do like free money, with the $270 million incentive program already being snapped up. Plus, Clemson University students have built a remarkably lightweight solar-powered EV designed to generate more energy than it uses, and a centuries-old British cheese maker is saving money and cutting emissions with a heat pump that uses warm milk as its heat source. Supplemental material for this episode is posted on our public Patreon page. No need to sign up.  This week on The Clean Energy Show: California's $270 million "My First EV" rebate program is being rapidly exhausted, offering $3,500 toward new EVs and $1,750 toward used EVs. Clemson University's Deep Orange 17 solar EV packs more than 1,700 solar cells into its body and weighs just 550 kilograms. The solar car could potentially add about 50 kilometres of range from a typical 20-kilometre urban commute. Barber's Farmhouse Cheesemakers, operating since 1833, is using "milk-source" heat pumps to simultaneously cool milk and heat water. The heat pumps have cut the cheese maker's electricity use in half, saving about $94,000 a year and reducing emissions by nearly 66 tonnes annually. The Philippines is cutting red tape for small self-consumption and zero-export solar installations. More than 7 GW of Chinese solar panels have been imported or are on their way to the Philippines this year. Contact Us cleanenergyshow@gmail.com or leave us an online voicemail: http://speakpipe.com/clean Support The Clean Energy Show Join the Clean Club on our Patreon Page to receive perks for supporting the podcast and our planet! Our PayPal Donate Page offers one-time or regular donations. E-transfer donations can be made to whittingham.james@gmail.com Store Visit The Clean Energy Show Store for T-shirts, hats, and more!. Copyright 2026 Sneeze Media.  

Rassegna stampa economico-finanziaria del 12 Agosto 2026, strutturata per macro-temi e basata sulle principali testate giornalistiche nazionali.Conti con l'estero, export e commercio internazionaleTestate: Il GiornaleIl dato più solido della giornata arriva dall'export italiano. A giugno le esportazioni crescono del 9,8% su base annua e dell'1,6% sul cumulato di fine giugno, consolidando il percorso che ha portato l'Italia fino alla quarta posizione nell'export mondiale.L'avanzo commerciale raggiunge 4,2 miliardi di euro a giugno, contro i 5,3 miliardi dello stesso mese dell'anno precedente, mentre il surplus complessivo del primo semestre sale a 24,5 miliardi di euro.I settori più dinamici sono prodotti in metallo +25,8%, cantieristica navale +45,1%, mezzi di trasporto +13,3% e autoveicoli +17%. Sul fronte geografico spiccano Germania +22,9%, Paesi Bassi +22,4%, Svizzera +10,5%, Spagna +9,4% e Francia +6,8%.Negli Stati Uniti la crescita delle esportazioni si ferma invece allo 0,4%, mentre il Regno Unito registra un calo dell'8,5%. La crisi energetica legata all'Iran ha inoltre favorito temporaneamente l'export italiano di prodotti raffinati.Fisco, Manovra e contributo straordinario sulle bancheTestate: Il Sole 24 Ore / Il Fatto Quotidiano / Il Giornale / Domani / La Verità / Il FoglioIl principale dossier pre-Manovra riguarda l'ipotesi di un contributo straordinario sul settore bancario. La proposta rilanciata prevede un prelievo triennale del 5% sugli utili delle prime dieci banche italiane.Le risorse raccolte verrebbero destinate soprattutto a pensioni e riduzione dell'IRPEF. Il progetto divide però la maggioranza e non dispone ancora di un consenso politico definitivo.Sul fronte governativo, l'obiettivo dichiarato per l'autunno resta alleggerire la pressione fiscale, sostenere il potere d'acquisto delle famiglie e rafforzare l'occupazione.Viene inoltre valutata l'ipotesi di un prelievo sugli extraprofitti delle società petrolifere per contrastare eventuali speculazioni sui carburanti.Per le imprese fornitrici della Pubblica Amministrazione, lo split payment viene prorogato fino al 30 giugno 2029. I tempi medi di rimborso ordinario sono scesi da 74 giorni nel 2024 a 68 nel 2025, mentre per lo split payment la media tra istanza e liquidazione è di circa 60 giorni.Energia, bollette e infrastrutture idricheTestate: Il Sole 24 Ore / Il FoglioIl costo dell'energia torna a rappresentare uno dei principali rischi per famiglie e imprese. Secondo le stime riportate, a settembre le bollette potrebbero aumentare del 23% per le famiglie e del 54% per le imprese.Per una famiglia tipo l'impatto complessivo potrebbe raggiungere circa 515 euro entro fine 2026, salendo fino a 876,8 euro includendo anche i maggiori costi dei carburanti.Per il gas industriale viene stimato un rincaro del 65%, con il prezzo che passerebbe da circa 43 a 71 centesimi per metro cubo.La pressione deriva soprattutto dal quadro geopolitico e dal livello delle scorte: lo stoccaggio europeo del gas è intorno al 59%, contro una media storica del 76% per questo periodo.Sul fronte infrastrutturale restano bloccati circa 7 miliardi di euro destinati a dighe, invasi e acquedotti anti-siccità. Il Piano nazionale comprende 418 opere per circa 12 miliardi, ma quasi tre quarti delle opere commissariate risultano in ritardo.Rinnovabili, industria strategica e dossier PirelliTestate: Il Sole 24 Ore / La Stampa / MF-Milano FinanzaNel dossier Pirelli prosegue il ridimensionamento della presenza cinese. Sinochem, già scesa dal 34% al 20%, starebbe valutando un ulteriore disimpegno, con una plusvalenza potenziale vicina a 1 miliardo di euro.La partecipazione originaria del 34% era iscritta a circa 1,6 miliardi, a fronte di un investimento di 1,9 miliardi, mentre oggi viene valutata circa 2,4 miliardi. Una cessione ai prezzi correnti potrebbe generare circa 800 milioni.Michal Strnad è entrato nel capitale con il 14%, investendo oltre 987 milioni, mentre Camfin è risalita al 26,5%. Il Golden Power ha contemporaneamente ridotto i poteri del socio cinese.Sul fronte delle rinnovabili, per raggiungere gli obiettivi energetici italiani servirebbero circa 48 GW aggiuntivi rispetto agli 83,5 GW oggi installati.Il principale ostacolo resta la burocrazia: vengono citati circa 300.000 progetti bloccati, mentre un nuovo decreto per ridurre i tempi autorizzativi è atteso in Consiglio dei ministri a settembre.Intelligenza Artificiale, Nvidia e infrastrutture digitaliTestate: MF-Milano FinanzaIl capitale internazionale continua a concentrarsi sulle infrastrutture legate all'Intelligenza Artificiale. Nvidia stringe un'alleanza con Apollo, BlackRock, Blackstone, Brookfield, KKR e Goldman Sachs per mobilitare fino a 500 miliardi di dollari.Nvidia potrebbe garantire fino al 25% del finanziamento dei progetti selezionati, riducendo il rischio per gli investitori e facilitando la costruzione di data center e infrastrutture di calcolo.Prosegue inoltre l'intesa con OpenAI per almeno 10 gigawatt di capacità, con Nvidia pronta a investire fino a 100 miliardi di dollari nella società.Il messaggio è chiaro: la fase successiva dell'AI non riguarda soltanto i modelli, ma soprattutto chip, data center, energia, reti, raffreddamento e capacità finanziaria. Il valore si sta quindi spostando verso l'intera infrastruttura necessaria a sostenere l'adozione dell'AI.Cina, commercio globale e nuovo equilibrio industrialeTestate: Il Sole 24 Ore / La Stampa / Italia OggiLa Cina continua a mostrare una dinamica commerciale molto favorevole nei confronti dell'Europa. A luglio le esportazioni cinesi verso l'UE crescono del 16%, mentre le importazioni dall'Europa scendono dell'1,4%.Bruxelles interpreta sempre più Pechino come concorrente sistemico e rafforza quindi dazi, politiche di de-risking e strumenti destinati a ridurre le dipendenze strategiche.La leadership cinese resta particolarmente forte in terre rare, elettrificazione, ricerca scientifica e alcuni comparti avanzati della medicina e della tecnologia.Per l'Europa la sfida consiste nel ridurre la dipendenza senza interrompere completamente le relazioni commerciali con il principale polo manifatturiero mondiale.BCE, politica monetaria ed euro digitaleTestate: La StampaSi riapre il dossier sulla futura successione alla guida della BCE, con la possibilità di un'uscita anticipata di Christine Lagarde già in autunno.Tra i profili indicati figurano Klaas Knot e Pablo Hernández de Cos, mentre Joachim Nagel viene considerato un possibile outsider.La futura leadership dell'Eurotower dovrà gestire contemporaneamente inflazione persistente, una Federal Reserve più aggressiva, protezionismo americano e sviluppo dell'euro digitale.Per mercati e imprese la direzione della BCE resterà quindi decisiva per costo del credito, investimenti, mutui e valutazioni finanziarie.Regolazione UE, imballaggi e AI governanceTestate: La Stampa / MF-Milano Finanza / Il RiformistaL'Unione Europea prepara una nuova stretta sugli imballaggi. Dal 2030 è previsto lo stop alle bustine monodose di zucchero, sale e ketchup, con obiettivi di riduzione dei rifiuti da imballaggio del 5% entro il 2030, 10% entro il 2035 e 15% entro il 2040.Per ristorazione, food service, packaging e distribuzione si apre quindi una fase di adeguamento industriale che richiederà nuovi materiali, formati e processi produttivi.Sul fronte digitale, il Comitato europeo per la protezione dei dati ha adottato nuove linee guida sull'anonimizzazione, mentre il Digital Omnibus punta a semplificare alcuni aspetti del GDPR rilevanti per l'industria AI.La distinzione tra dato personale e dato realmente anonimo diventa centrale perché determina se i dataset utilizzati per addestrare i modelli debbano essere sottoposti agli obblighi completi del GDPR.Il risparmio italiano resta infine una delle principali risorse del Paese. Invecchiamento, digitalizzazione e transizione energetica rendono però sempre più importante l'educazione economico-finanziaria, per trasformare il risparmio in investimenti produttivi.

More than 1,700 bitcoins have been drained from Coldcard wallets belonging to people who did everything right when it comes to self-custody. Alex Thorn, Head of Firmwide Research at Galaxy Digital, has been tracing those coins on-chain since the second day of the attack, working directly with victims. He joins me with the fullest accounting of the hack that exists anywhere: how much was actually taken, where that Bitcoin is sitting right now, and what the people who took it have and haven't done with it since. In this episode: Where the stolen Bitcoin is sitting right now and how many waves of attacks there have been What Alex expects the hackers who took it to do next How could this seed generation flaw stay hidden for five years? The volunteer "Red Team" effort that formed overnight, and what it's turned up so far The one thing every victim should do today, whether or not they ever see their coins again His read on the failed BIP 110 fork, and what he'd say to the people who backed it Follow Alex Thorn on X https://x.com/intangiblecoins - his DMs are open to help victims  ---- Order Natalie's new book "Bitcoin is For Everyone," a simple introduction to Bitcoin and what's broken in our current financial system: https://amzn.to/3WzFzfU  ---- Borrow against your Bitcoin without selling it. Ledn offers Bitcoin-backed loans built for serious holders, with rates that get lower as your loan size increases. With Ledn's custodied loan product, your Bitcoin is held in custody and not lent out. Ledn has operated through multiple market cycles without a loss of client assets and publishes Proof of Reserves so you can verify what they hold. Get 0.25% off your first loan at ledn.io/natalie. Terms apply — see the site for details. ---- Bitdeer Technologies Group (NASDAQ: BTDR) powers AI and Bitcoin mining infrastructure with 3 GW of secured global energy — and owns the entire stack, from equipment manufacturing to data centers to proprietary orchestration software. Learn more at https://www.bitdeer.com. ---- Abundant Mines is a fully-managed Bitcoin mining in the U.S. You own the miners. You keep 100% of the Bitcoin. Voted #1 mining company by peers. Get 1 month of free hosting: AbundantMines.com/Natalie ---- Natalie's Bitcoin Product Partners: Speed is my go-to Bitcoin Lightning wallet! Send, receive, or swap stablecoins and digital gold into Bitcoin in one app. Run a business? Speed powers Bitcoin payments for Steak 'n Shake, and it can do the same for you. Download at https://speed.app/natalie  and use code COINSTORIES10 for 5,000 free sats after your first transaction. Download Bitkey Today and use my promo code STORIES to get 10% off the new Bitkey. This episode has been sponsored by Bitkey: https://bitkey.world/STORIES Master Bitcoin self-custody and gain peace of mind with 1-on-1 training: https://www.thebitcoinway.com/natalie?utm_source=partner-natalie&utm_medium=podcast With BitcoinIRA, you can invest in bitcoin 24/7 inside a tax-advantaged IRA. Choose a Traditional IRA to defer taxes, or a Roth IRA for tax-free withdrawals later. Take control of your future with BitcoinIRA: https://www.bitcoinira.com/natalie  Natalie's Upcoming Events: The best time to plan for Bitcoin 2027 is right now. Early bird tickets are live — grab the lowest pricing available and use code HODL for 10% off: https://tickets.b.tc/event/bitcoin-2027?promoCodeTask=apply&promoCodeInput=HODL  Extra Services to Consider: One of the best decisions I made for both my heath and my bank account was joining CrowdHealth years ago. I never spend more than $200 on health coverage through my CrowdHealth plan and all my health events have been crowd-funded. Get started with a discounted plan at my link. : www.joincrowdhealth.com/natalie  ---- Disclaimer: The News Block and Coin Stories are for educational and entertainment purposes only and do not constitute financial, investment, legal, or tax advice. Nothing discussed in this episode is a recommendation to buy, sell, or hold Bitcoin or any other asset. Natalie Brunell is not a financial advisor. Some content may include sponsorships or paid partnerships, which are disclosed. Always do your own research and consult a licensed professional before making financial decisions. Bitcoin and digital assets are volatile — never invest more than you can afford to lose.

Rassegna stampa economico-finanziaria dell'11 Agosto 2026, strutturata per macro-temi e basata sulle principali testate giornalistiche nazionali.Energia, geopolitica e materie primeTestate: Repubblica / Corriere della Sera / Il Foglio / Il Riformista / AvvenireLo Stretto di Hormuz torna a essere il principale premio geopolitico incorporato nei prezzi energetici. Il negoziato tra Iran, Oman e Stati Uniti non riesce ancora a normalizzare la situazione e il Brent risale sopra gli 86 dollari al barile, mentre il gas europeo TTF registra un aumento del 5,7%, portandosi a circa 58,8 euro per MWh.Attraverso Hormuz transita normalmente circa un quinto del petrolio mondiale. La riserva strategica americana è inoltre scesa a 298,7 milioni di barili, il livello più basso dal 1983, riducendo il margine di Washington per compensare un nuovo shock attraverso il rilascio delle scorte.Il traffico nello Stretto risulta inferiore di circa il 95% rispetto ai livelli precedenti al conflitto. Il Brent aveva raggiunto circa 120 dollari in marzo, con un aumento del 65%, prima di ridiscendere nell'area 82-83 dollari.La crisi pesa anche sui produttori del Golfo. Adnoc Gas registra un utile trimestrale di 665 milioni di dollari, meno della metà rispetto all'anno precedente, mentre Saudi Aramco chiude con circa 32,7 miliardi di dollari di utile, in calo del 4%.Sul fronte russo-ucraino, gli attacchi contro raffinerie e infrastrutture energetiche russe mantengono un secondo premio di rischio sui mercati. Il messaggio per imprese e investitori è chiaro: un petrolio strutturalmente sostenuto dall'incertezza geopolitica favorisce il settore energetico, ma aumenta contemporaneamente trasporti, inflazione importata e volatilità.Transizione energetica, rinnovabili e nuovo nucleareTestate: Il Sole 24 Ore / MF / Gazzetta del MezzogiornoParte operativamente il FerX, uno dei passaggi più rilevanti della giornata per gli investimenti energetici italiani. Le procedure riguardano complessivamente 27,15 GW di nuova capacità rinnovabile con potenza superiore a 1 MW.Le domande per la qualificazione preliminare possono essere presentate dal 25 agosto, mentre per partecipare alla prima asta la richiesta dovrà essere presentata entro il 30 settembre. Gli impianti fino a 1 MW potranno invece accedere direttamente agli incentivi.Il meccanismo introduce requisiti finanziari e industriali più stringenti e prevede criteri che limitano la dipendenza da componentistica proveniente da Paesi terzi. L'obiettivo è quindi non soltanto aumentare la capacità rinnovabile, ma anche favorire una filiera industriale europea.Sul fronte dell'idrogeno vengono indicati 400 milioni di euro di sostegno e un contingente incentivabile fino a 200.000 tonnellate annue di capacità produttiva.Leonardo amplia intanto la propria presenza nel nucleare americano. Leonardo DRS realizzerà un polo produttivo di oltre 13.000 metri quadrati in Connecticut, operativo dall'inizio del 2027, e dispone di commesse potenziali superiori a 3 miliardi di dollari per il programma dei sottomarini nucleari Columbia.I risultati trimestrali rafforzano il quadro: ricavi a 913 milioni di dollari, +10%, Ebitda rettificato +33%, utile netto da 59 a 86 milioni e backlog record di 5,1 miliardi di dollari. Difesa, energia e nucleare stanno quindi convergendo in una filiera industriale ad alto valore aggiunto.Intelligenza artificiale, robotica e nuova industriaTestate: MF / La StampaI robot umanoidi entrano nella fase finanziaria della loro crescita. La cinese Unitree Robotics prepara la quotazione allo Star Market di Shanghai con l'obiettivo di raccogliere fino a 6,1 miliardi di yuan, circa 1 miliardo di dollari.La valutazione complessiva attesa è vicina a 9 miliardi di dollari. Nel 2025 Unitree ha registrato oltre 1,7 miliardi di yuan di ricavi, mentre nel primo trimestre del 2026 il fatturato è cresciuto del 68%.Nel primo semestre 2026 le spedizioni mondiali di robot umanoidi avrebbero raggiunto circa 19.100 unità, oltre tre volte quelle dello stesso periodo dell'anno precedente.In Italia il mercato della robotica umanoide viene stimato intorno a 3,5 miliardi di euro, trasformando quello che fino a pochi mesi fa era soprattutto un tema tecnologico in un vero nuovo segmento industriale e finanziario.Meta spinge intanto verso un'AI più aperta e meno concentrata, attraverso modelli open source e un possibile fondo da 1 miliardo di dollari per sostenere comunità e iniziative collegate all'intelligenza artificiale aperta.Il messaggio di fondo è che AI, robotica, semiconduttori, sensoristica, software ed energia stanno diventando parti della stessa filiera industriale. Per gli investitori il tema è quindi molto più ampio del singolo “titolo AI”.Imprese, fisco e regolamentazioneTestate: Il Sole 24 Ore / MF / Il Giornale / Italia OggiLa nuova disciplina fiscale sulle auto aziendali rischia di aumentare il carico anche sui veicoli elettrici. Dopo cinque anni di utilizzo è prevista una maggiorazione del 50% della tassazione, senza distinzione tra motorizzazioni.Secondo Aniasa potrebbero essere interessate circa 12.000 vetture, delle quali circa il 60% elettriche. La misura potrebbe incentivare una sostituzione più frequente delle flotte, con un aumento dei costi per le imprese ma anche una maggiore disponibilità di elettriche usate sul mercato secondario.Sul fronte dei carburanti, tra marzo e luglio la Guardia di Finanza ha rilevato 2.279 violazioni su 3.428 interventi, pari al 66,5%. Complessivamente sono stati effettuati circa 4.800 controlli e sequestrate circa 20.000 tonnellate di prodotti energetici.Il rafforzamento dei controlli rappresenta un elemento positivo per gli operatori regolari, soprattutto in una fase di prezzi elevati nella quale le frodi fiscali possono trasformarsi in una forma significativa di concorrenza sleale.UniCredit perde invece in appello nel contenzioso fiscale relativo alle quote della Banca d'Italia, con una richiesta di rimborso di circa 399,6 milioni di euro. Un caso analogo riguarda Generali per circa 75,55 milioni.Dal 2027 sono inoltre previsti 30 milioni di euro all'anno per la digitalizzazione della giustizia, destinati a sistemi informatici, sicurezza, manutenzione e assistenza. Una misura limitata in valore assoluto, ma potenzialmente importante per ridurre tempi e costi amministrativi.Lavoro, welfare, sanità e demografiaTestate: Repubblica / Italia Oggi / Il Fatto QuotidianoLa natalità italiana resta strettamente collegata a lavoro, casa e disponibilità di servizi. L'età media al primo figlio ha ormai superato i 32 anni, mentre la fecondità è scesa intorno a 1,14 figli per donna, contro oltre 1,6 in Francia.L'analisi sposta quindi l'attenzione dagli incentivi una tantum verso infrastrutture permanenti: asili, abitazioni accessibili, continuità occupazionale e congedi.Dal punto di vista economico, meno nascite significano in prospettiva meno forza lavoro e un rapporto più elevato tra pensionati e occupati. Politiche su asili, servizi, mobilità e abitazioni possono invece aumentare contemporaneamente natalità e partecipazione femminile al mercato del lavoro.Nasce inoltre una grande copertura sanitaria per oltre 1,2 milioni di lavoratori della scuola, attraverso un contratto da circa 320 milioni di euro affidato a UniSalute, Intesa Sanpaolo Protezione e Poste Assicura.La copertura prevede, tra le altre prestazioni, rimborsi per maternità e fino a 500 euro mensili in caso di non autosufficienza permanente. Il welfare contrattuale continua quindi a spostare una quota crescente della protezione sociale verso coperture collettive integrative.Sulle liste d'attesa sanitarie emergono invece criticità. Nel Lazio, nel primo semestre 2026, il rispetto dei tempi sarebbe fermo al 78,5% per le prime visite e all'84,6% per gli esami diagnostici, contro una soglia normativa superiore al 90%.Clima, acqua, agricoltura e infrastruttureTestate: Il Sole 24 Ore / Avvenire / Gazzetta del MezzogiornoLa siccità nel bacino del Po assume una dimensione economica rilevante. La portata del fiume è scesa a circa un terzo della norma e 101 Comuni di Piemonte e Lombardia risultano in stato d'emergenza.In diverse stazioni del Po le riduzioni della portata si avvicinano al 70% rispetto alle medie storiche. Nell'area del Delta l'intrusione salina risale inoltre per circa 25 chilometri, con conseguenze sull'irrigazione.Anche i principali laghi del Nord mostrano livelli molto bassi: Maggiore al 6%, Como al 7%, Iseo al 13% e Idro al 5%, mentre il Garda si mantiene più resiliente intorno al 47%.La crisi rappresenta un rischio per agricoltura, allevamento, industria e produzione alimentare, ma allo stesso tempo apre un nuovo ciclo potenziale di investimenti in reti idriche, accumulo, irrigazione di precisione e riuso dell'acqua.Sul fronte della qualità delle acque, il 34% dei 391 campionamenti realizzati da Goletta Verde risulta oltre i limiti di legge. Vengono inoltre indicati 514 agglomerati urbani critici, che coinvolgono circa 14 milioni di abitanti, per insufficienze delle reti fognarie o degli impianti di depurazione.

This week Josh gives us the rundown on the Black Arrow GT, and we throw around some half baked opinions about what GW's been cooking for us. [0:09:25] March of Chaos Magic Rules Review [1:07:55] Patreon Shoutouts & Questions[1:21:26] Black Arrow GT Full Report[2:37:56] WrapupCheck out Nic for Gap Games's new Youtube channel. Great Hobby content and more!!www.youtube.com/@GapGames-OfficialLucent Art Light - https://gameenvy.net/lucent-art-light/Support the ShowJoin the Patreon - https://patreon.com/oldworldfanaticsShop Old World @ Element Games - https://elementgames.co.uk/wargames-and-miniatures-by-game/warhammer-the-old-worldLinks and ShoutoutsOld World Rankings - https://oldworldrankings.com/auAustralian Discord Server - https://discord.gg/yYaTG5svBVFollow UsYouTube - https://www.youtube.com/@oldworldfanaticsBluesky - https://bsky.app/profile/oldworldfanatics.comInstagram - https://www.instagram.com/oldworldfanaticsThreads - https://www.threads.net/@oldworldfanaticsEmail - oldworldfanatics@gmail.comHuge thanks to our monthly supporters!

BIP 110 has divided the Bitcoin community more than anything I've covered in years, and a lot of the argument has played out as people shouting past each other online. Matt Kratter of Bitcoin University, one of the proposal's most vocal supporters, joins me to break down Bitcoin's civil war. Matt makes his case, I push back where I have questions, and we talk about why this debate has gotten as heated as it has.  In this episode: What BIP 110 would actually do, and why supporters say it would stop spam on the Bitcoin network What a chain split would look like, and Matt's honest answer on whether he expects one The arguments against BIP 110, including whether the data simply moves elsewhere Why the debate turned so personal, and what Matt says to people it's driven away ---- Order Natalie's new book "Bitcoin is For Everyone," a simple introduction to Bitcoin and what's broken in our current financial system: https://amzn.to/3WzFzfU  ---- This episode is brought to you by our title sponsor, Ledn. Ledn has operated through multiple market cycles without a loss of client assets, and publishes Proof of Reserves so you can verify what they hold. Ledn is the home of Bitcoin-backed loans for serious holders. Rates scale with loan size — the larger the loan, the lower the rate — and with their custodied loan product, your Bitcoin is held in custody and not lent out. Get 0.25% off your first loan at ledn.io/natalie. Terms apply — see the site for details: https://www.Ledn.io/natalie ---- Bitdeer Technologies Group (NASDAQ: BTDR) powers AI and Bitcoin mining infrastructure with 3 GW of secured global energy — and owns the entire stack, from equipment manufacturing to data centers to proprietary orchestration software. Learn more at https://www.bitdeer.com. ---- Abundant Mines is a fully-managed Bitcoin mining in the U.S. You own the miners. You keep 100% of the Bitcoin. Voted #1 mining company by peers. Get 1 month of free hosting: AbundantMines.com/Natalie ---- Natalie's Bitcoin Product Partners: Speed is my go-to Bitcoin Lightning wallet! Send, receive, or swap stablecoins and digital gold into Bitcoin in one app. Run a business? Speed powers Bitcoin payments for Steak 'n Shake, and it can do the same for you. Download at https://speed.app/natalie  and use code COINSTORIES10 for 5,000 free sats after your first transaction. Download Bitkey Today and use my promo code STORIES to get 10% off the new Bitkey. This episode has been sponsored by Bitkey: https://bitkey.world/STORIES Master Bitcoin self-custody and gain peace of mind with 1-on-1 training: https://www.thebitcoinway.com/natalie?utm_source=partner-natalie&utm_medium=podcast With BitcoinIRA, you can invest in bitcoin 24/7 inside a tax-advantaged IRA. Choose a Traditional IRA to defer taxes, or a Roth IRA for tax-free withdrawals later. Take control of your future with BitcoinIRA: https://www.bitcoinira.com/natalie  Natalie's Upcoming Events: The best time to plan for Bitcoin 2027 is right now. Early bird tickets are live — grab the lowest pricing available and use code HODL for 10% off: https://tickets.b.tc/event/bitcoin-2027?promoCodeTask=apply&promoCodeInput=HODL  Extra Services to Consider:   One of the best decisions I made for both my heath and my bank account was joining CrowdHealth years ago. I never spend more than $200 on health coverage through my CrowdHealth plan and all my health events have been crowd-funded. Get started with a discounted plan at my link: www.joincrowdhealth.com/natalie  ---- This podcast is for educational purposes and should not be construed as official investment advice. Ads in this episode are baked-in and may reference promotions or offers that are no longer available at the time of listening.

VOV1 - Cơ sở điện toán trí tuệ nhân tạo AI lớn nhất Trung Quốc đã đi vào hoạt động hôm qua (6/8) tại Ulanqab, Khu tự trị Nội Mông ở miền Bắc nước này. Đây cũng là trung tâm điện toán AI (AIDC) đơn lẻ có năng suất tạo token lớn nhất thế giới.Công ty công nghệ xanh Envision Group của Trung Quốc ra thông báo cho biết, Envision Galaxy Campus – một trung tâm dữ liệu AI  quy mô lớn tại Ulanqab – đã chính thức đi vào hoạt động. Trung tâm này được mô tả là cơ sở điện toán AI đơn lẻ lớn nhất thế giới và là khu công nghiệp điện toán AI lớn nhất Trung Quốc, với tổng công suất theo quy hoạch là 2 gigawatt.Trung tâm dữ liệu này được ví như phiên bản Trung Quốc của “Project Stargate” – siêu dự án hạ tầng AI trị giá 500 tỷ USD do OpenAI, Oracle của Mỹ và SoftBank của Nhật Bản dẫn đầu, có trụ sở tại Texas, Mỹ.Envision cho biết, siêu trung tâm dữ liệu AI này có diện tích 120.000 m2 (tương đương khoảng 20 sân bóng đá tiêu chuẩn), có thể hỗ trợ năng lực tính toán song song cho 1 triệu bộ xử lý đồ họa (GPU), là trung tâm dữ liệu có năng suất tạo token cao nhất toàn cầu, đồng thời thiết lập kỷ lục mới về mật độ cơ sở hạ tầng AI.Cơ sở này sử dụng nguồn cung năng lượng xanh kết nối trực tiếp với tỷ lệ rất cao, lên tới hơn 80%. Theo truyền thông Trung Quốc, đây là một trung tâm siêu máy tính do Envision xây dựng tại sa mạc Gobi, cũng là dự án trọng điểm đầu tiên thuộc sáng kiến “Sứ mệnh Gobi” (Mission Gobi) của tập đoàn này.Sáng kiến “Sứ mệnh Gobi” đặt mục tiêu xây dựng các trung tâm điện toán AI xanh với tổng công suất 5 gigawatt (GW) tại các khu vực thuộc sa mạc Gobi trên toàn cầu vào năm 2030, nhằm kiến ​​tạo cơ sở hạ tầng thế hệ mới ổn định, thân thiện với môi trường và tối ưu về chi phí cho kỷ nguyên AI./. Bích Thuận/VOV-Bắc KinhHình ảnh bên ngoài cơ sở điện toán AI của Envision. Ảnh: Nội Mông Cổ nhật báo

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。今天分享的内容叫从供需结构看电解铝龙头宏桥控股，来自巍巍昆仑侠。做投资越久，越倾向于用一套稳定的框架去筛选机会。先看行业供需结构，再看公司竞争地位，最后落到盈利持续性、资本开支阶段、股东回报和估值。按这个顺序筛下来，能进候选池的标的其实不多。近期有好几个朋友推荐我看看电解铝行业公司，仔细看基本面确实还不错。行业正在走二零二一年煤炭的老路，4500万吨天花板锁死了供给，强周期属性弱化，高分红逻辑凸显。近期整个板块股价都下跌不少，值得重点关注一下行业龙头公司。供需格局：供给被锁死，需求在换挡先看供给端。国内电解铝有一条硬红线，产能天花板4500万吨。这不是市场自发形成的，是二零一七年国家发改委等四部委为化解过剩产能和碳减排，通过《清理整顿电解铝行业违法违规项目专项行动工作方案》一刀切定下来的政策硬约束。最新的S M M数据显示，截至二零二六年7月24日，国内电解铝建成产能约4575万吨，运行产能已经攀升至4548.1万吨，开工率高达百分之98.03，几近触达产能红线的天花板。新增产能只能靠买指标置换，建信期货预计二零二六年全年产量仅新增50万吨至4437万吨，到二零二八年后，产能增速就会降到百分之0.6以下。这个产能天花板意味过去那种“需求好了大家一窝蜂扩产、然后集体亏钱”的周期剧本，在这一轮里基本不可能重现。海外同样指望不上。中东地缘冲突导致约200万到300万吨产能停产，复产周期至少半年，实际上更可能是按年计。印尼倒是规划了 195 万吨新增产能，但受电力配套与税务资质制约，实际投产与爬产远慢于规划。据 Mysteel 测算，受电网和港口基建制约，二零二六年实际新增产量预计50万吨左右。供给侧紧成这样，价格自然就要往上走根据近19个月的运行产能和S M M A00铝月均不难发现，产能贴着天花板稳步往上爬，铝价在供给刚性下不断抬升。综上所述，有政策壁垒护着、中短期没人能大规模杀进来、海外增量也接不上，和二零二一年的煤炭很像。这是我比较喜欢的那类供给格局。再说需求端。以前铝主要靠房地产吃饭，建筑用铝占比一度超过百分之35。据中国有色金属工业协会数据，现在这个比例已经滑到百分之22左右了。新旧动能在转换，真正让这个行业重新有看头的是新需求的接棒。三个方向：一是新能源汽车轻量化。据中国汽车工业协会及行业研究数据，一辆纯电车平均用铝283公斤，比燃油车高出四成多，高端车型甚至突破500公斤。中汽协预计今年国内新能源车产量有望突破1500万辆，光这一块的需求增量就很可观。二是光伏和储能。据中国有色金属工业协会测算，每G W光伏装机消耗铝材1.8到2.2万吨，全球新增装机还在高速增长。三是AI数据中心和电力基础设施。L M E铜价过去一年涨了约四成，铜铝比逼近历史极值，下游在新建变压器、电缆、散热组件中加速用铝合金替代铜。中金公司研报指出，二零二六年仅A I相关领域新增铜需求就超过60万吨，但铜矿供给弹性比铝差，铜铝替代的逻辑会持续发酵。传统需求有底，新需求在拉，全球铝消费未来两三年维持百分之3到5的年增速不困难。供需缺口也就此出现，摩根士丹利、华泰证券一致认为二零二六年全球铝市会出现短缺，分别预测缺口可达60、80万吨。数字不一定精确，但方向是确定的。一个供给被行政命令锁死、需求有结构性增量支撑的行业，景气度在中周期内大概率不会差到哪去。这个判断是我对电解铝赛道保持兴趣的底层逻辑。竞争地位：宏桥为什么比别人赚得多行业好不等于每家都好，很多公司都是增收不增利，关键看谁能把利润真正留下来。国内几个电解铝玩家中盈利规模最大，吨铝盈利能力最强的是宏桥控股，其优势主要体现在下面几点：一是规模。据公开资料，宏桥控股电解铝产能645.9万吨，氧化铝产能1900万吨；按照安泰科行业统计数据测算，产能分别占全国当年运行产能的百分之14.6、20.4。在电解铝4500万吨的天花板下面，产能指标就是稀缺资源——近百分之15的全国产量份额，不是谁拿钱就能买到的。二是产业集群和一体化能力。全国上下，具备铝土矿-氧化铝-电解铝-铝深加工一体化、铝水比例百分之95以上、下游客户多年紧密合作的铝企只有宏桥了。母公司深耕几内亚多年，是几内亚铝土矿赢联盟成员之一，也是最大的铝土矿采购方，二零二四年下半年那一波铝土矿价大涨，也是宏桥抗住了矿价波动，成为铝板块最亮眼的存在。山东作为起家的根据地，具备多年合作的下游客户，客户之间形成产业集群，上下游之间通过铝水运输，综合节约成本可以达到每吨500到600元。二零二零年云南产能转移启动，不仅是宏桥在做，下游合作的加工企业也跟随同步布局，山东模式进一步在云南复刻，只是用电结构升级了，这也是我想说的第二个优势。三是绿电优势。截至二零二五年底，公司已将约217.6万吨电解铝产能迁至云南并投产，远期规划绿色铝产能达396万吨，占总产能超百分之60，绿电比例行业领先。受到欧盟C B A M碳关税、国内新能源产业链客户对“低碳铝”需求的影响，合规绿电铝实现持续性现货溢价。国内流通市场溢价区间约100–500 元 / 吨；具备完整碳溯源、A S I 认证的长协订单溢价更高，宏桥云南产能布局正是瞄准这一行业趋势，抢占低碳铝的增量市场机会。宏桥控股定增：短钱看情绪，长钱看绿电护城河上周末宏桥控股披露的 120 亿元定增预案，在资本市场引发了剧烈反响与明显分歧。有投资者认为，公司二零二六年上半年预盈就高达 150到160 亿、既然不差钱，为何还要融资？也有人担心定增摊薄股东权益，进而会不会影响分红；还有人认为，定增能加固绿电护城河、又不让公司自己掏钱，何乐而不为。我觉得赞成、反对的理由和逻辑都成立，主要取决于不同的投资视角。如果你是个博弈电解铝高景气度、想赚一波差价就走的短期投资者，那定增和配股在 A 股市场通常都会被解读成“向市场要钱”，至于这钱具体投去干嘛，短期资金其实并不关心，因为项目投产见效至少是1到2年后的事。但换个视角：如果你认可电解铝中长期的供需格局和持续盈利能力，是想要持股收息的中长期投资者，那这笔 120 亿定增，就不能简单扣上“圈钱”的帽子。必须剥离情绪，理性地从资金投向、战略目的和中长期影响去拆开看。本次定增扣除发行费用后，资金安排非常清晰，近七成砸向“风光配电”，补齐绿电短板。其中风电与光伏合计 79 亿元，占募资约百分之66；从产业发展规律看，战略性加固绿电"护城河"。电力成本占电解铝总成本的 40% 以上，大规模投建风电和光伏，利用“冬春风大光强、夏秋水多”的时序互补特性，平抑季节性缺口，保住核心产能连续稳定运行。且政策约束绿电比例达标，当下恰是布局绿电的低建设成本窗口，据水电总院《中国可再生能源工程造价管理报告》，二零二五年国内陆上风电单位千瓦总投资同比下降百分之2.4，“十四五”以来较二零二零年降约百分之40，陆上光伏同比下降 百分之7.2，均处于历史低位。在全球“双碳”大背景下，随着欧洲 C B A M落地，以及汽车轻量化、A I 算力散热对供应链碳足迹的严格要求，“绿电铝”不再只是环保口号，而是具备实打实的溢价优势和客户准入门槛。用自建风光替代传统煤电和不稳定网电，是在为未来 5到10 年的全球高端订单买保险。当前宏桥控股大股东及一致行动人持股比例高达百分之88.99，社会公众股比例偏低，一定程度上压制了股票流动性。通过定增引入外部投资者，大股东持股比例会有所下调，既能增加流通股及被动资金的流入；也为大股东日后像港股一贯风格那样，为实施回购腾出了空间。总体而言，这笔定增，短线资金会有情绪分歧，但对长线、红利资金来说，公司的底层逻辑——产能天花板 + 一体化成本优势 + 自有现金流——并没有改变。当短期市场情绪导致股价跌幅过大，把估值进一步砸出安全垫，反而可能为长线布局提供一个更具性价比的窗口。分红率有望达到百分之70＋，股息率百分之9。而宏桥控股比较吸引我的一点除了较强的盈利能力外，还在于潜在的高分红率和股息率。宏桥控股于二零二五年12月完成对宏拓实业百分百股权的收购并实现并表，由于过渡期损益归原股东享有，相关利润无需在A股上市公司层面分配，但公司仍以留存收益安排特别派息，一定程度上体现了分红意愿。该次派息具有特殊背景，不宜将其直接作为常规派息的线性推测。随着宏拓利润完整纳入上市公司，未来可供分配利润的基础将更为充足。若参考母公司中国宏桥的历史分红率，宏桥控股常态化分红仍有进一步提升的可能。其母公司中国宏桥公司管理层在今年3月的业绩发布会上表示：“二零二五年全年派息率约百分之65“，“未来有可能继续以稳定的全年派息回馈股东”。结合二零二一年–二零二五年派息率稳步抬升，分红比例连续两年维持在百分之62以上。母公司港股中国宏桥归母净利的百分之79左右都来自A 股子公司宏桥控股，且母公司中国宏桥持有宏桥控股百分之89的股份，所以若母公司若要维持百分之60以上派息，A 股子公司宏桥控股隐含分红率需要达到百分之七十。综上几点判断，如果以上逻辑兑现，按照二零二六全年净利润300亿元计算、分红率百分之70，对应当前19元左右的股价，股息率高达百分之9左右。再保守一点，假如未来两年行业景气度有所下滑，净利润打7折，大概率也能保持百分之6以上的股息率。在百分之3都算高的全市场利率环境下，这个数字对长期资金有很强吸引力。当然任何一笔交易或者一个公司都是有投资风险的，我认为投资电解铝或者宏桥有一个变量需要始终放在台面上，也就是铝价本身。由于铝价是全球定价的，容易受到各种因素影响，导致铝价波动比较大。招银国际测算，铝价每涨百分之1，宏桥控股的利润约增百分之3.3。铝价向上的时候，这3.3倍弹性是超额收益的来源；但如果铝价转头向下——无论是全球经济衰退、海外产能超预期释放还是别的什么原因——同样的弹性也会压缩利润空间。综合来看，电解铝行业4500万吨天花板锁死了供给，需求新老更替，强周期属性弱化，高分红逻辑凸显，行业特征和二零二一年的煤炭很像，值得重点关注，后续也会继续跟踪。

Rassegna stampa economico-finanziaria del 6 Agosto 2026, strutturata per macro-temi e basata sulle principali testate giornalistiche nazionali.Finanza pubblica, Manovra e clausola europea di salvaguardiaTestate: Il Sole 24 Ore / Corriere della Sera / Repubblica / La Stampa / Milano Finanza / La Verità / Gazzetta del MezzogiornoL'Italia prepara una richiesta alla Commissione europea per ottenere circa 36 miliardi di euro di maggiore flessibilità fiscale destinata a energia, sicurezza energetica e difesa. Lo spazio complessivo corrisponde all'1,5% del PIL: circa lo 0,6% per l'energia e lo 0,9% per la difesa.In termini nominali, la ripartizione prevede oltre 14 miliardi di euro per energia e sicurezza energetica e quasi 22 miliardi per la difesa, distribuiti nel triennio 2026-2028. La componente energetica dovrà essere suddivisa su almeno due esercizi, con un limite dello 0,3% del PIL annuo.La procedura europea prevede la presentazione della richiesta entro la metà di agosto, una prima valutazione della Commissione entro settembre e il passaggio nell'Ecofin il 9 ottobre 2026. Dopo l'eventuale autorizzazione europea sarà necessario un voto parlamentare a maggioranza assoluta sullo scostamento di bilancio.La clausola non elimina però il vincolo dei conti pubblici. Il deficit è indicato al 3,1% nel 2025 e al 2,9% nel 2026 e 2027, mentre il debito pubblico dovrebbe salire dal 137,1% al 138,6% del PIL nel 2026, prima di iniziare una graduale discesa.IRPEF, pensioni e risorse per la Manovra 2027Testate: Il Sole 24 Ore / Repubblica / Milano FinanzaLa Manovra 2027 potrebbe disporre di margini superiori alle previsioni iniziali, grazie allo scostamento e alla possibile riclassificazione di investimenti già programmati. Le ipotesi politiche indicano una manovra da circa 30 miliardi di euro, potenzialmente estendibile verso una fascia compresa tra 30 e 40 miliardi.Una parte delle risorse non deriverebbe però da nuove entrate, ma dallo spostamento fuori dal bilancio ordinario di spese già previste. Il margine realmente disponibile per nuovi interventi sarà quindi inferiore rispetto al valore complessivo annunciato.Tra le ipotesi fiscali figura la riduzione dell'aliquota IRPEF dal 43% al 33% per la fascia di reddito compresa tra 50.000 e 60.000 euro, con un costo stimato in circa 3 miliardi di euro.Vengono inoltre considerate misure su pensioni, bollo auto e sostegno al reddito. Il riordino delle oltre 573 agevolazioni fiscali, che comportano una perdita di gettito stimata in 129,7 miliardi, potrebbe offrire coperture, ma rappresenta un dossier politicamente molto complesso.Energia, elettricità e sicurezza degli approvvigionamentiTestate: La Stampa / Corriere della Sera / Repubblica / Il Sole 24 Ore / Domani / Il RiformistaIl rischio energetico italiano riguarda ormai non soltanto il prezzo, ma anche la disponibilità fisica dell'energia. L'Italia importa circa il 16% del proprio fabbisogno elettrico, pari a 52 TWh su un consumo complessivo di circa 312 TWh.Le difficoltà del sistema elettrico francese hanno quasi dimezzato, in alcune giornate, le esportazioni verso l'Italia. Il dato evidenzia la vulnerabilità derivante dall'elevata interdipendenza europea e dalla limitata capacità nazionale di riserva.La domanda elettrica è destinata ad aumentare con Intelligenza Artificiale, data center, pompe di calore, mobilità elettrica ed elettrificazione industriale. L'Italia dispone di circa 150 GW di progetti rinnovabili in attesa di autorizzazione, ma oltre 4.000 pratiche risultano bloccate o rallentate.Nel 2025 le rinnovabili hanno coperto circa il 49% della produzione elettrica nazionale. Il risultato è positivo, ma deve essere accompagnato da reti, accumuli, interconnessioni e capacità programmabile.Carburanti, accise e climaflationTestate: La Stampa / Corriere della Sera / Repubblica / Il Sole 24 OreI prezzi dei carburanti restano elevati nonostante gli interventi fiscali. Al 4 agosto, il prezzo medio self in autostrada è indicato in circa 2,084 euro al litro per la benzina e 2,173 euro per il gasolio.Per la benzina è stato previsto uno sconto complessivo di 17 centesimi al litro, in scadenza il 6 agosto. Una riduzione analoga sul gasolio è prevista dal 7 al 25 agosto.La Guardia di Finanza intensifica intanto i controlli sui carburanti adulterati. Nei primi sei mesi dell'anno sono state sequestrate 74 tonnellate di prodotto nella provincia di Roma, mentre a livello nazionale risultano circa 1.700 interventi e oltre 20 milioni di chilogrammi di prodotti sequestrati.Diventa inoltre strutturale il fenomeno della climaflation. Siccità, alluvioni e temperature estreme riducono la produttività agricola e aumentano i costi di trasporto, assicurazione e stoccaggio. Uno shock climatico significativo può aggiungere circa 0,1-0,2 punti percentuali all'inflazione alimentare nell'arco di un anno.Geopolitica, Hormuz e industria della difesaTestate: Corriere della Sera / Repubblica / La Stampa / Il Sole 24 Ore / Il Fatto Quotidiano / Domani / Il Riformista / LiberoIran e Oman lavorano a un'intesa per la riapertura controllata dello Stretto di Hormuz. La proposta prevede un percorso marittimo concordato, con transito iniziale nelle acque omanite e successivo controllo iraniano.L'accordo avrebbe una durata iniziale di 60 giorni e potrebbe includere un pedaggio a favore dell'Iran. Sarebbero inoltre necessari circa 30 giorni per la bonifica delle mine e l'organizzazione dei nuovi meccanismi di transito.Le anticipazioni hanno ridotto temporaneamente il premio geopolitico incorporato nei prezzi di petrolio e oro. Il quadro resta però fragile: un fallimento dei negoziati riporterebbe immediatamente al centro il rischio di blocchi navali, aumento del greggio e rincari nei trasporti e nelle assicurazioni.Le operazioni militari hanno inoltre ridotto sensibilmente le scorte statunitensi di intercettori. Secondo le ricostruzioni riportate, sarebbero stati utilizzati circa l'80% dei THAAD immediatamente disponibili e oltre il 35% dei Patriot PAC-3, confermando la difficoltà dell'industria occidentale nel ricostituire rapidamente le scorte.SAFE, esportazioni militari e filiere strategicheTestate: Il Sole 24 Ore / Corriere della Sera / Il Fatto QuotidianoL'Italia punta a semplificare le procedure per le esportazioni militari e le commesse internazionali, attraverso regole più rapide per materiali d'armamento, infrastrutture e attività svolte per conto di Stati esteri.Il prestito europeo SAFE resta politicamente controverso. L'Italia avrebbe prenotato una quota potenziale di circa 14,9 miliardi di euro, ma l'utilizzo effettivo potrebbe fermarsi intorno ai 6 miliardi, concentrandosi soprattutto sui programmi comuni europei.Il vantaggio finanziario deriva dal minore costo dei bond europei, indicato intorno al 3%, rispetto a un rendimento dei BTP vicino al 3,87%.L'aumento della spesa europea può sostenere aerospazio, elettronica, cybersecurity, sensoristica e cantieristica. Il beneficio sarà però maggiore se le commesse verranno coordinate a livello europeo, evitando la duplicazione di programmi nazionali.Banche, Banco BPM e consolidamento finanziarioTestate: Repubblica / Corriere della Sera / La Stampa / Milano Finanza / Il FoglioBanco BPM chiude un semestre record e riapre il dossier Crédit Agricole. L'utile netto corrente raggiunge 1,1 miliardi di euro, in crescita del 3,9%, mentre quello contabile scende a circa 1,06 miliardi per effetto di componenti non ricorrenti.I proventi operativi salgono a 3,2 miliardi, le commissioni nette aumentano del 13,8% e il coefficiente CET1 raggiunge il 14,4%. Il rapporto costi-ricavi scende al 43%, confermando una buona efficienza operativa.Banco BPM alza la stima dell'utile 2026 a 1,95 miliardi di euro e punta a distribuire circa 1 miliardo tra dividendi e acconto. La remunerazione cumulata prevista per il periodo 2024-2027 sale da 6 a 7 miliardi.Crédit Agricole possiede il 29,9% di Banco BPM. L'amministratore delegato Giuseppe Castagna considera una possibile fusione industrialmente solida, pur precisando che non esiste ancora un'offerta formale.PagoPA, pagamenti digitali e inclusione finanziariaTestate: Corriere della Sera / Milano Finanza / Il FoglioPoste Italiane e Istituto Poligrafico e Zecca dello Stato rilevano il 100% di PagoPA dal Ministero dell'Economia, attraverso un'operazione dal valore massimo di circa 500 milioni di euro.Il Poligrafico acquisisce il 51% della società, mentre Poste Italiane detiene il restante 49%. L'obiettivo è integrare pagamenti digitali, identità digitale, servizi pubblici e infrastrutture postali.Banca d'Italia segnala intanto la scarsa diffusione dei conti di base destinati alle fasce vulnerabili. A fine 2025 risultavano circa 180.000 conti, un numero molto inferiore rispetto ad altri Paesi europei.Il conto gratuito è destinato ai cittadini con ISEE fino a 11.600 euro e ai pensionati con assegno lordo annuo fino a 18.000 euro. Il potenziale bacino supera i 7 milioni di persone, ma l'utilizzo resta marginale.

Extreme heat is disrupting more than just summer vacations. This week, we look at how climate change is forcing nuclear reactors in Europe offline, why heatwaves are delaying commercial flights, and how the International Energy Agency has once again underestimated the speed of the global EV transition. Plus, Laos takes a bold step by banning nearly all new gasoline and diesel car imports. Brian's documentary video and the New York Times story on how things only get worse from here are both free on our pubic Patreon page. Support The Clean Energy Show on Patreon for exciting perks including a monthly bonus podcast coming up this week! In This Episode Heatwaves are forcing nuclear power plants across southeastern Europe to reduce output or shut down entirely as drought lowers river levels needed for cooling. Record heat is also disrupting air travel, with some aircraft forced to leave passengers behind because hot, thin air reduces lift. The International Energy Agency raises its global EV forecast, now expecting electric vehicles to account for 29% of worldwide new car sales this year. Emerging markets including India, Brazil, Australia, Vietnam and South Korea are driving the next wave of EV adoption. Laos bans imports of nearly all new gasoline and diesel passenger vehicles while expanding EV incentives and charging infrastructure. Wildfires continue to devastate parts of the northwestern United States. The Lightning Round Australia reaches 500,000 home batteries and is installing roughly 2,000 more every day. Burying Austin's power lines would cost an estimated $50 billion. China's coal generation remains high, but electricity demand has grown even faster. 29 countries have now installed more than 10 GW of solar power. Solar supplied nearly 16% of Texas electricity in May. The episode wraps up with a sobering look at what today's 1.4°C warmer world is already bringing—and why the decisions we make now will determine how much worse it becomes. Contact Us cleanenergyshow@gmail.com or leave us an online voicemail: http://speakpipe.com/clean Support The Clean Energy Show Join the Clean Club on our Patreon Page to receive perks for supporting the podcast and our planet! Our PayPal Donate Page offers one-time or regular donations. Store Visit The Clean Energy Show Store for T-shirts, hats, and more!. Copyright 2026 Sneeze Media.

WTC lists are live! Who's cooked and who's cooking? Which teams are beyond the meta and which teams will get crushed beneath the entropy of Orks and Emperor's Children? ➡ Support the work we do:   / statcheck   ➡ Check out the Meta Data Dashboard: https://www.stat-check.com/the-meta ➡ Stat Check coaching: https://www.stat-check.com/coaching ➡ Stat Check Merch: https://bit.ly/statcheckmerch ➡ Check out our sponsor the Red Dragon (Stat Check Patrons get 15% off the entire store) at https://red-dragon.ca/ ➡ Check out our sponsor Saltire Games: https://www.saltiregames.co.uk/ ➡ Shop amazing WTC terrain at Weyland-Yutani and save 5% with the code "STATCHECK5": https://www.weyland-yutani-inc.com/ ➡ Looking for GW-style US Open terrain? Check out J15 Games (10% off with code STATCHECK) at https://www.etsy.com/shop/j15games   #warhammer40k #warhammer #wh40k #competitivewarhammer #statcheck

In 2026, Bitcoin treasury stocks have taken a much bigger beating than Bitcoin itself. Dylan LeClair, Director of Bitcoin Strategy at Metaplanet, joins me from to explain why he thinks the bears got carried away. In this episode: Why treasury company stocks fell so much further than Bitcoin did His response to the criticism Parker Lewis brought to this show about perpetual preferred equitites What Metaplanet is building in Japan, where $7 trillion sits in cash earning nothing Whether he thinks Bitcoin has bottomed, from someone who swore off price calls Follow Dylan LeClair at https://x.com/DylanLeClair  ---- Order Natalie's new book "Bitcoin is For Everyone," a simple introduction to Bitcoin and what's broken in our current financial system: https://amzn.to/3WzFzfU  ---- Thank you to our Title Sponsor, Ledn: Borrow against your Bitcoin with Ledn, which has a perfect track record protecting over $11 billion in client value through every market cycle since 2018. And Tether Gold is now live on Ledn, giving you two of the most verifiably scarce, non-sovereign assets ever created, held side by side. Hard assets. Real flexibility. One platform. Get .25% off your first bitcoin-backed loan: https://www.Ledn.io/natalie ---- Bitdeer Technologies Group (NASDAQ: BTDR) powers AI and Bitcoin mining infrastructure with 3 GW of secured global energy — and owns the entire stack, from equipment manufacturing to data centers to proprietary orchestration software. Learn more at https://www.bitdeer.com. ---- Abundant Mines is a fully-managed Bitcoin mining in the U.S. You own the miners. You keep 100% of the Bitcoin. Voted #1 mining company by peers. Get 1 month of free hosting: AbundantMines.com/Natalie ---- Natalie's Bitcoin Product Partners: Speed is my go-to Bitcoin Lightning wallet! Send, receive, or swap stablecoins and digital gold into Bitcoin in one app. Run a business? Speed powers Bitcoin payments for Steak 'n Shake, and it can do the same for you. Download at https://speed.app/natalie  and use code COINSTORIES10 for 5,000 free sats after your first transaction. Download Bitkey Today and use my promo code STORIES to get 10% off the new Bitkey. This episode has been sponsored by Bitkey: https://bitkey.world/STORIES Master Bitcoin self-custody and gain peace of mind with 1-on-1 training: https://www.thebitcoinway.com/natalie?utm_source=partner-natalie&utm_medium=podcast With BitcoinIRA, you can invest in bitcoin 24/7 inside a tax-advantaged IRA. Choose a Traditional IRA to defer taxes, or a Roth IRA for tax-free withdrawals later. Take control of your future with BitcoinIRA: https://www.bitcoinira.com/natalie Kalshi is the largest prediction market in the world. Use code HODL to win up to $500 when you trade $25 http://kalshi.com/r/HODL Natalie's Upcoming Events: The best time to plan for Bitcoin 2027 is right now. Early bird tickets are live — grab the lowest pricing available and use code HODL for 10% off: https://tickets.b.tc/event/bitcoin-2027?promoCodeTask=apply&promoCodeInput=HODL  Extra Services to Consider: Protect yourself from SIM Swaps that can hack your accounts and steal your Bitcoin. Join America's most secure mobile service, trusted by CEOs, VIPs and top corporations: https://www.efani.com/natalie   Ditch your fiat health insurance like I did four years ago! I pay less than $200 and my health care is covered. Join me at CrowdHealth: www.joincrowdhealth.com/natalie  ---- This podcast is for educational purposes and should not be construed as official investment advice. Ads in this episode are baked-in and may reference promotions or offers that are no longer available at the time of listening.

In this episode of the Solar Maverick Podcast, Benoy Thanjan joins Peter Pongracz of Soliverse for a wide-ranging conversation about how the global solar market is changing. They discuss why early-stage development capital has become more difficult to secure, why investors increasingly prefer later-stage and lower-risk projects, and why solar-plus-storage is becoming the new standard in many markets. Benoy and Peter also examine the growing importance of community relationships, energy independence, repowering, solar-panel recycling, and innovation as the United States and Europe compete with China's scale and long-term energy strategy. A central theme throughout the episode is that solar technology itself is relatively simple, but developing, financing, interconnecting, and delivering projects has become increasingly complex. Biographies Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, a solar development and consulting firm, and the host of the Solar Maverick Podcast. He also serves as a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed more than 100 MW of solar projects across the United States, advised on more than 1 GW of energy projects worldwide, helped launch some of the first residential solar tax equity funds at Tesla, and brokered approximately $50 million in renewable energy credit transactions. Before founding Reneu Energy, Benoy worked in Tesla's Project Finance Group as an environmental commodities trader, where he managed one of the company's largest environmental commodities portfolios. He originated renewable energy credit transactions and worked with senior leadership to develop monetization and hedging strategies supporting the company's expansion into East Coast markets. Benoy also served as Vice President at Vanguard Energy Partners, a solar and energy storage construction company, where he developed project finance solutions for commercial-scale solar portfolios. At Ridgewood Renewable Power, a private equity fund with approximately 125 MW of U.S. renewable energy assets, he evaluated investment opportunities, supported portfolio strategy, and played a key role in the sale of the firm's renewable energy portfolio. Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and in Financial Advisory Services at Ernst & Young. He also completed an internship on the trading floor at D. E. Shaw & Co., a global investment and technology development firm. Benoy holds an MBA in Finance from Rutgers University and a Bachelor of Science in Finance and Economics from the NYU Stern School of Business, where he was an Alumni Scholar.   Guest Information Peter Pongracz is the host of Soliverse, a European solar-industry podcast that he describes as, in his own words, "the Solar Maverick Podcast of Europe." He draws on market data from sources including SolarPower Europe and his own client work, including market segmentation research on floating PV, to bring a European and global lens to conversations about solar development, investment, and policy.   Stay Connected: Benoy Thanjan Email: info@reneuenergy.com  LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com Website: https://www.solarmaverickpodcast.com/   Peter Pongracz LinkedIn: https://www.linkedin.com/in/peterpongraczsaas/   Soliverse https://www.youtube.com/@Soliversepodcast Sponsor This episode of the Solar Maverick Podcast is brought to you by Reneu Energy. Reneu Energy works with companies and organizations on renewable energy strategy, project development, owner's representation, project finance, renewable energy credits, and market advisory services. To learn more, visit: https://www.reneuenergy.com Listen and Subscribe Subscribe to the Solar Maverick Podcast on Apple Podcasts, Spotify, YouTube, or your favorite podcast platform. If you enjoyed this episode, please leave a rating and review. It helps more people discover conversations with the leaders shaping the future of solar, storage, and the energy transition.

During Intersolar (The Smart E), Gerard sat down with Dr Chuan Lu, CEO Astronergy and Director of Chint Group to discuss, from the inside the Chinese Solar revolution. 2026 was Dr Lu and Chint 15th participation to that massive European Exhibit that epitomise the growth of renewables. 18 halls the size of a football fields and more than 100,000 visitors.  CHINT is a vertically integrated Chinese energy conglomerate whose solar business is profitable, mid-growth, and margin-focused rather than driven by hyper-scale manufacturing. Its portfolio includes Astronergy (modules), CPS (inverters), CHINT Solar (EPC/IPP), and CHINT ANNENG (residential PV), generating approximately $650–700 million in operating profit and implying a valuation of $12–16 billion. Annual growth of 15–20% trails peers but reflects CHINT's focus on profitability, diversification, and disciplined capital allocation. The result is a stable, globally active, Tier 1-certified solar group that operates more like an integrated industrial compounder than a scale-at-all-costs PV manufacturer.  The modern Chinese solar industry began to take shape around 2006 as a predominantly export-oriented manufacturing sector, driven by demand from Europe and other international markets. As a privately held enterprise, CHINT has operated within a unique ecosystem where entrepreneurial initiative has been complemented by government policy support. A pivotal moment came in 2012 with the introduction of China's Feed-in Tariff (FIT) programme, which stimulated domestic demand and transformed China into the world's largest solar market, creating significant opportunities for companies such as CHINT to expand beyond export manufacturing.  CHINT's development has also been shaped by China's regional economic and cultural differences. Originating in the entrepreneurial, resource-poor southeast of the country, the company embodies a private-sector culture that contrasts sharply with the coal-dependent, state-controlled industrial base of northeast China.  Looking ahead, management recognises the challenges posed by overbuilding and excess manufacturing capacity in the utility-scale solar market. In response, CHINT has diversified aggressively into distributed generation through its residential rooftop solar business, CHINT ANNENG, which has installed more than 60 GW of capacity across over 1.2 million rooftops throughout China, positioning the company to benefit from a broader and more resilient mix of solar market opportunities.  A great thanks to Jonathan Gifford of Climate Copy for organising the recording.  

Parker Lewis, Head of Business Development at Zaprite and author of Gradually, Then Suddenly, has been one of the clearest writers on Bitcoin as money for years. Lately he's been vocal about the Bitcoin treasury companies and the yield products built on them. I wanted to hear him out, but I also pushed back — because I think there's a version of these products that brings in people who wouldn't otherwise be here. We didn't land in the same place, which is what makes it worth your time. In this episode: Why Parker says the simplest way to save in Bitcoin is to own Bitcoin His answer to something I hear constantly: that Bitcoin is too volatile for most people His take on Digital Credit and whether it can work as an on-ramp for people who aren't ready to hold Bitcoin directly What he'd hold instead: a little Bitcoin, and the rest in...cash?? What the price of a ribeye steak over the last few years says about what's happening to your money Follow Parker Lewis on X https://x.com/parkeralewis ---- Order Natalie's new book "Bitcoin is For Everyone," a simple introduction to Bitcoin and what's broken in our current financial system: https://amzn.to/3WzFzfU  ---- Thank you to our title sponsor LEDN. Borrow against your Bitcoin with Ledn, which has a perfect track record protecting over $11 billion in client value through every market cycle since 2018. And Tether Gold is now live on Ledn, giving you two of the most verifiably scarce, non-sovereign assets ever created, held side by side. Hard assets. Real flexibility. One platform. Get .25% off your first bitcoin-backed loan: https://www.Ledn.io/natalie ---- Bitdeer Technologies Group (NASDAQ: BTDR) powers AI and Bitcoin mining infrastructure with 3 GW of secured global energy — and owns the entire stack, from equipment manufacturing to data centers to proprietary orchestration software. Learn more at https://www.bitdeer.com. ---- Abundant Mines is a fully-managed Bitcoin mining in the U.S. You own the miners. You keep 100% of the Bitcoin. Voted #1 mining company by peers. Get 1 month of free hosting: AbundantMines.com/Natalie ---- Natalie's Bitcoin Product Partners: Speed is my go-to Bitcoin Lightning wallet! Send, receive, or swap stablecoins and digital gold into Bitcoin in one app. Run a business? Speed powers Bitcoin payments for Steak 'n Shake, and it can do the same for you. Download at https://speed.app/natalie  and use code COINSTORIES10 for 5,000 free sats after your first transaction. Download Bitkey Today and use my promo code STORIES to get 10% off the new Bitkey. This episode has been sponsored by Bitkey: https://bitkey.world/STORIES Master Bitcoin self-custody and gain peace of mind with 1-on-1 training: https://www.thebitcoinway.com/natalie?utm_source=partner-natalie&utm_medium=podcast With BitcoinIRA, you can invest in bitcoin 24/7 inside a tax-advantaged IRA. Choose a Traditional IRA to defer taxes, or a Roth IRA for tax-free withdrawals later. Take control of your future with BitcoinIRA: https://www.bitcoinira.com/natalie  Natalie's Upcoming Events: The best time to plan for Bitcoin 2027 is right now. Early bird tickets are live — grab the lowest pricing available and use code HODL for 10% off: https://tickets.b.tc/event/bitcoin-2027?promoCodeTask=apply&promoCodeInput=HODL  Extra Services to Consider: Protect yourself from SIM Swaps that can hack your accounts and steal your Bitcoin. Join America's most secure mobile service, trusted by CEOs, VIPs and top corporations: https://www.efani.com/natalie   Ditch your fiat health insurance like I did four years ago! I pay less than $200 and my health care is covered. Join me at CrowdHealth: www.joincrowdhealth.com/natalie  ---- This podcast is for educational purposes and should not be construed as official investment advice. Ads in this episode are baked-in and may reference promotions or offers that are no longer available at the time of listening.

AI investing continues to shape markets as artificial intelligence (AI) moves beyond software and into the physical infrastructure of the global economy. From data centers and chips to space-based compute, autonomous trucks and humanoid robotics, the AI buildout is creating new questions about scarcity, supply chains and where value may accrue next.In this episode of The Bid, host Oscar Pulido is joined by Tony Kim, Head of the Global Technology Team within BlackRock Fundamental Equities. Fresh from his 13th annual technology tour across San Francisco and Silicon Valley, Tony shares what he heard from leading innovators and how the AI conversation has evolved from model development to compute, infrastructure, physical AI and the changing shape of the technology stack.Tony explains why AI investing may increasingly require looking across multiple layers of the ecosystem: the physical layer of power, chips, data centers and cloud infrastructure; the intelligence layer of foundation models; and the application and services layer where disruption remains a central question. The discussion also explores how AI is creating both scarcity and abundance, why data center demand is reshaping supply chains, and how countries and companies tied to the compute build-out may be positioned differently from more service-oriented parts of the market.Check out our previous tech tour episodes with Tony Kim:2025 - https://open.spotify.com/episode/6ffqOgM2CDbJGEoaWjgjIP?si=418fdf5f886c4f622024 - https://open.spotify.com/episode/3ruCZNZ7vHghypqwnQzslg?si=e62206f037df409bKey moments in this episode:00:00 Introduction01:57 AI Wave Expands - How AI investing is expanding from model development into space, robotics and physical systems.05:28 AI Goes To Space - How low Earth orbit satellites could create new forms of AI data and, potentially, new compute architectures.07:51 Physical AI Adoption - Why autonomous vehicles, self-driving trucks and humanoid robots are part of the broader physical AI story10:00 Rewiring The Internet14:38 Where To Invest Now - How the shift in market value toward compute and model-centric companies is reshaping stock market trends.18:55 Risks And Optimism22:38 Wrap Up And What's Next on The Bid AI investing, artificial intelligence, technology investing, capital markets, megaforces, data centers, robotics, stock market trendsSources: BlackRock Fundamental Equities analysis of AI-related capex spending through 2030, as of July 2026; “How much does a GW of data center capacity actually cost” Investing.com, 2025; S&P Global Indices as at July 14th 2026This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to any company or investment strategy mentioned is for illustrative purposes only and not investment advice. In the UK and non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The U.S. needs 400 GW of new capacity over the next two decades. Michael Grasso, CEO and founder of Grid Rails, tells Tim Montague that roughly twice that much flexible capacity is already plugged in, and explains why only 20% of eligible devices are enrolled in virtual power plant programs today.Data centers, EVs, heat pumps, and new construction are pushing U.S. electricity demand up by roughly 50%, about 400 gigawatts over the next two decades. The reflex answer is to build more generation. Michael Grasso thinks we are solving the wrong problem.Grasso is the CEO and founder of Grid Rails, and he spent 17 years getting to that conclusion. He helped deploy the first residential storage batteries at Sunrun, first on LG Chem hardware and then on Tesla, and he ran the largest residential storage virtual power plant in the country at Sunnova, supporting Luma's grid in Puerto Rico. His argument: the flexible capacity sitting inside the devices causing the load growth is close to double the load growth itself. What is missing is the orchestration and settlement layer that turns those EVs, batteries, thermostats, and water heaters into dispatchable grid capacity, and pays the consumer for it in real time instead of months later as a buried bill credit.Thirty-four states now have some form of demand response or VPP program on the books, and by Grasso's numbers, only about 20% of eligible devices are actually enrolled. Tim pushes hard on why, and on whether any of this pencils for a homeowner who does not want one more app sending notifications.What you will learn:Why 80% of eligible devices are still on the sidelines, and why Grasso calls that a program design problem rather than a hardware problemHow real-time settlement changes consumer behavior, and what it unlocks for utilities beyond incentives: collateral, cost of capital, bad debt, and new products like prepaid or unlimited EV chargingWhy Grid Rails is built for the moment a customer opts out, not for constant notifications, and how opt-out recovery keeps programs from quietly bleeding participantsThe ERCOT math driving utility urgency: roughly $50 per MWh bought forward against spot exposure that can run to $5,000What Grasso says a simple VPP application is worth to a household, around $500 a year in most markets and into the thousands in some, and why he thinks a more dynamic market leaves a lot more on the tableWhy per-device budgets matter, from capping EV charging at $15 a week to holding air conditioning to 20% of the billGrasso points to headlines warning that the largest utility in the country is signaling blackout risk as soon as 2027, and treats that as the pressure finally moving utilities toward orchestration. Tim comes at it as a customer, not an analyst: he does not have a battery yet, his own rate just jumped 25%, and he wants a number before he buys. That exchange is the heart of the episode.Connect with Michael Grasso, Grid RailsMichael Grasso | LinkedIn: https://www.linkedin.com/in/michaelpgrasso/Grid Rails: https://gridrails.ai/Email: hello@gridrails.ai 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.comCorporate 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

While the WTC lists aren't yet live, the Disposition and Detachment breakdowns are! And we'll probably talk about Scotland's comp. plus the usual dose of stats and vamping about the wider meta! ➡ Support the work we do:   / statcheck   ➡ Check out the Meta Data Dashboard: https://www.stat-check.com/the-meta ➡ Stat Check coaching: https://www.stat-check.com/coaching ➡ Stat Check Merch: https://bit.ly/statcheckmerch ➡ Check out our sponsor the Red Dragon (Stat Check Patrons get 15% off the entire store) at https://red-dragon.ca/ ➡ Check out our sponsor Saltire Games: https://www.saltiregames.co.uk/ ➡ Shop amazing WTC terrain at Weyland-Yutani and save 5% with the code "STATCHECK5": https://www.weyland-yutani-inc.com/ ➡ Looking for GW-style US Open terrain? Check out J15 Games (10% off with code STATCHECK) at https://www.etsy.com/shop/j15games #warhammer40k #warhammer #wh40k #competitivewarhammer #statcheck

VOV1 - Nguồn tài nguyên kỹ thuật điện gió ngoài khơi (ĐGNK) của Việt Nam lên đến 600 GW. Theo Quy hoạch Điện 8 (điều chỉnh), công suất ĐGNK phục vụ nhu cầu trong nước giai đoạn 2030 - 2035 dự kiến đạt khoảng 6-17 GW. Nghị quyết số 20-NQ/TW định hướng đến năm 2030 công suất ĐGNK đạt từ 6-10 GW.Nghị quyết Hội nghị lần thứ ba Ban chấp hành Trung ương Đảng Khóa XIV về xây dựng và phát triển Việt Nam trở thành quốc gia biển mạnh (Nghị quyết số 20-NQ/TW) do Tổng Bí thư Tô Lâm ký ban hành ngày 28/7/2026 xác định phát triển mạnh năng lượng tái tạo và các ngành, lĩnh vực biển mới. Trong đó, đến năm 2030 công suất nguồn điện gió ngoài khơi đạt từ 6-10 GW. Theo các chuyên gia, việc đầu tư thành công các dự án điện gió ngoài khơi là cơ hội vàng để Việt Nam bứt phá kinh tế biển. 

This episode we have Adam, Danny, and John. Adam talks about his experience at helping GW judge the 40K event at Tacoma Open this year, the group discuss some of the changes to their armies with the first 11th edition update, what armies they are planning to play going forward, and more!

記事が掲載されるや大きな反響を呼んだ「友達がいない」シリーズが、10月にも書籍化される運びとなりました。というわけで今回は、著者の佐藤陽記者を招き、その後のこと、友達とは何かなどについて考えます。ていうか、MCの神田大介が単に人生相談をしている感じになっちゃってます。 ※2026年6月24日に収録しました ※メディアトークのdiscord https://discord.gg/TU8c9qtzvw 【関連記事】「友達がいない？」　アラ還の記者が悩み行き着いた「8:2」の法則https://www.asahi.com/articles/ASV4N2360V4NUCVL01BM.html?iref=omny 介護施設で出会ったトヨさん　内向的で地味？引き継ぎとは違った素顔https://www.asahi.com/articles/AST9S22RFT9SUCVL012M.html?iref=omny どんな最期に？葬儀は？　正月にGWに、家族で向き合った父母の最期https://www.asahi.com/articles/AST1F24T3T1FUCVL015M.html?iref=omny 【出演・スタッフ】佐藤陽（be編集部）　https://buff.ly/yfpEI3Z MC、音源編集　神田大介 https://bit.ly/4k4ZKwA 【朝ポキ情報】 アプリで記者と対話 http://t.asahi.com/won1 交流はdiscord https://bit.ly/asapoki_discord おたよりフォーム https://bit.ly/asapoki_otayori 朝ポキTV https://www.youtube.com/@asapoki_official メルマガ https://bit.ly/asapoki_newsletter 広告ご検討の企業様は http://t.asahi.com/asapokiguide 番組検索ツール https://bit.ly/asapoki_cast 最新情報はX https://bit.ly/asapoki_twitter 番組カレンダー https://bit.ly/asapki_calendar 全話あります公式サイト https://bit.ly/asapoki_lp See omnystudio.com/listener for privacy information.

This week on the show we all get our discipline on as we talk about Librarius Conclave and how cool the Dark Angels are. ➡ Support the work we do:   / statcheck   ➡ Check out the Meta Data Dashboard: https://www.stat-check.com/the-meta ➡ Stat Check coaching: https://www.stat-check.com/coaching ➡ Stat Check Merch: https://bit.ly/statcheckmerch ➡ Check out our sponsor the Red Dragon (Stat Check Patrons get 15% off the entire store) at https://red-dragon.ca/ ➡ Check out our sponsor Saltire Games: https://www.saltiregames.co.uk/ ➡ Shop amazing WTC terrain at Weyland-Yutani and save 5% with the code "STATCHECK5": https://www.weyland-yutani-inc.com/ ➡ Looking for GW-style US Open terrain? Check out J15 Games (10% off with code STATCHECK) at https://www.etsy.com/shop/j15games #warhammer40k #warhammer #wh40k #competitivewarhammer #statcheck

Recorded at the ACORE Finance Forum, Benoy Thanjan speaks with James Gutman of S&P Global about the findings from S&P Global's latest report created for ACORE on the state of renewable energy finance and investment in the United States. James discusses the continued flow of capital into solar, battery storage, and other energy infrastructure, while examining the transmission, permitting, and market challenges that could constrain future growth. The conversation also explores James's work with Young Professionals in Energy New York City and the importance of mentorship, networking, and developing the next generation of energy leaders.   Biographies Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, a solar development and consulting firm, and the host of the Solar Maverick Podcast. He also serves as a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed more than 100 MW of solar projects across the United States, advised on more than 1 GW of energy projects worldwide, helped launch some of the first residential solar tax equity funds at Tesla, and brokered approximately $50 million in renewable energy credit transactions. Before founding Reneu Energy, Benoy worked in Tesla's Project Finance Group as an environmental commodities trader, where he managed one of the company's largest environmental commodities portfolios. He originated renewable energy credit transactions and worked with senior leadership to develop monetization and hedging strategies supporting the company's expansion into East Coast markets. Benoy also served as Vice President at Vanguard Energy Partners, a solar and energy storage construction company, where he developed project finance solutions for commercial-scale solar portfolios. At Ridgewood Renewable Power, a private equity fund with approximately 125 MW of U.S. renewable energy assets, he evaluated investment opportunities, supported portfolio strategy, and played a key role in the sale of the firm's renewable energy portfolio. Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and in Financial Advisory Services at Ernst & Young. He also completed an internship on the trading floor at D. E. Shaw & Co., a global investment and technology development firm. Benoy holds an MBA in Finance from Rutgers University and a Bachelor of Science in Finance and Economics from the NYU Stern School of Business, where he was an Alumni Scholar.   Guest Information James Gutman Senior principal analyst at S&P Global focused on providing energy finance analysis and advisory services to financial and capital market clients. Previously a deal advisory senior associate with five and a half years experience in public accounting. He has a distinctive background: started his career advising entrepreneurs on building up successful businesses, scaling up full cycles accounting processes with growth strategies and tax planning. Moved into full time audit and then deal advisory at a Big 4 firm in New York City to assist asset managers and private equity in mergers and acquisitions with a specialization in renewables and infrastructure.   Stay Connected: Benoy Thanjan Email: info@reneuenergy.com  LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com Website: https://www.solarmaverickpodcast.com/   James Gutman Report: https://acore.org/resources/clean-energy-investment-trends-sp-global-energy-report-produced-for-acore/   Email: james.gutman@spglobal.com   LinkedIn: https://www.linkedin.com/in/james-gutman/   Young Professional in Energy NYC:  https://www.ypenyc.org/ Sponsor This episode of the Solar Maverick Podcast is brought to you by Reneu Energy. Reneu Energy works with companies and organizations on renewable energy strategy, project development, owner's representation, project finance, renewable energy credits, and market advisory services. To learn more, visit: https://www.reneuenergy.com Listen and Subscribe Subscribe to the Solar Maverick Podcast on Apple Podcasts, Spotify, YouTube, or your favorite podcast platform. If you enjoyed this episode, please leave a rating and review. It helps more people discover conversations with the leaders shaping the future of solar, storage, and the energy transition.

How's everybody holding up with this summer heat? Today we commemorate John Blanche and what he means for this hobby and this wonderful game called “Necromunda”. Followed up with a chat about our upcoming event this October 24th-25th NecroMania III: Moto' Mayhem. We are going out in the Ash Waste! Finally we chat about GW's about face on the use of AI when it comes to their materials that they are putting out.Timestamps for the Show(0:00:32) Intro and Hobby Chat(0:40:17) Remembering John Blanche and NecroMania III(1:11:00) GWs use of AI and our reaction to itNecroMania III: Moto' Mayhem DetailsJoin the NecroMacho Entertainment Crew this October 24th-25th for NecroMania III: Moto' Mayhem! This is one death race that no gang wants to miss. Having spent an undisclosed amount of time developing courses and tracks far and away from prying authorities' eyes wehave designed a circuit and event that will be talked about for generations. Do you have thegumption to get behind the wheel and take on not just gangs, but the brutal Ash Waste stormsand the denizens that call it home?All races will be broadcasted across Necromunda for everyone to see. Do you have the stonesto put the pedal to the metal to become the Champion of the Ash Wastes?Come join us for our Narrative Necromunda event “NecroMania 3: Moto' Mayhem” this October24th-25th at Level Up Gaming, Pensacola, FL.If you would like to support the show be sure to share and rate/review the podcast on your platform of choice as it helps spread the show. You can email us atnecromachoentertainment@gmail.com or reach out via Instagram to chat with Roy@necromachoentertainment, Richard @lessgrayminis, or Ed @ninja.science

This week on the show we have Guard Controversy, WTC NDAs and Upcoming events, along with the usual array of events and data to chat about. ➡ Support the work we do:   / statcheck   ➡ Check out the Meta Data Dashboard: https://www.stat-check.com/the-meta ➡ Stat Check coaching: https://www.stat-check.com/coaching ➡ Stat Check Merch: https://bit.ly/statcheckmerch ➡ Check out our sponsor the Red Dragon (Stat Check Patrons get 15% off the entire store) at https://red-dragon.ca/ ➡ Check out our sponsor Saltire Games: https://www.saltiregames.co.uk/ ➡ Shop amazing WTC terrain at Weyland-Yutani and save 5% with the code "STATCHECK5": https://www.weyland-yutani-inc.com/ ➡ Looking for GW-style US Open terrain? Check out J15 Games (10% off with code STATCHECK) at https://www.etsy.com/shop/j15games   #warhammer40k #warhammer #wh40k #competitivewarhammer #statcheck

Episode Summary In this episode of the Solar Maverick Podcast, Benoy Thanjan speaks with Matt Coleman, CEO of Davis Hill Development and Principal of Skyview Ventures. The conversation centers on Davis Hill's partnership with HiveTracks, an innovative program that uses beekeeping and honey analysis as a biodiversity monitoring tool on solar sites. Matt explains how HiveTracks analyzes honey, pollen, and environmental DNA to track pollutants, invasive species, and ecosystem health, and how that data informs vegetative maintenance, mowing schedules, and seeding decisions on Davis Hill's projects. Benoy and Matt also discuss agrivoltaics and multi-use land strategies, including grazing, hay production, and a new cranberry bog project in Massachusetts, the importance of long-term partnerships with farmers and landowners, how community-focused land stewardship can strengthen permitting outcomes, and the evolving role of solar-plus-storage and standalone battery projects. The episode closes with Matt's advice for early-stage clean energy entrepreneurs on differentiation and market timing. Biographies Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, a solar development and consulting firm, and the host of the Solar Maverick Podcast. He also serves as a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed more than 100 MW of solar projects across the United States, advised on more than 1 GW of energy projects worldwide, helped launch some of the first residential solar tax equity funds at Tesla, and brokered approximately $50 million in renewable energy credit transactions. Before founding Reneu Energy, Benoy worked in Tesla's Project Finance Group as an environmental commodities trader, where he managed one of the company's largest environmental commodities portfolios. He originated renewable energy credit transactions and worked with senior leadership to develop monetization and hedging strategies supporting the company's expansion into East Coast markets. Benoy also served as Vice President at Vanguard Energy Partners, a solar and energy storage construction company, where he developed project finance solutions for commercial-scale solar portfolios. At Ridgewood Renewable Power, a private equity fund with approximately 125 MW of U.S. renewable energy assets, he evaluated investment opportunities, supported portfolio strategy, and played a key role in the sale of the firm's renewable energy portfolio. Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and in Financial Advisory Services at Ernst & Young. He also completed an internship on the trading floor at D. E. Shaw & Co., a global investment and technology development firm. Benoy holds an MBA in Finance from Rutgers University and a Bachelor of Science in Finance and Economics from the NYU Stern School of Business, where he was an Alumni Scholar.   Guest Information   Matt Coleman Matt Coleman joined Skyview in February 2016 and brings over fifteen years of expertise in renewable energy via project development and finance, corporate investment, and technology development. Mr. Coleman was most recently EVP of Business Development at Clean Focus, where he led the company's commercial and utility solar power project development and acquisition. Prior to Clean Focus, Mr. Coleman co-founded and managed one of the first renewable energy sector hedge funds in the United States. He also helped launch two different concentrating solar firms, Soliant Energy and Hyperlight Energy, and developed and financed a variety of distributed generation technologies for RealEnergy. Mr. Coleman earned an MBA from the Anderson School at UCLA and a BA in Environmental Science from Johns Hopkins University.   Stay Connected: Benoy Thanjan Email: info@reneuenergy.com  LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com Website: https://www.solarmaverickpodcast.com/    Matt Coleman       Skyview Ventures https://skyviewventures.com/    Davis Hill Development  https://www.davishilldevelopment.com/    Hivetracks  https://www.hivetracks.com/    Matt Coleman on LinkedIn  https://www.linkedin.com/in/mattecolem/ Sponsor This episode of the Solar Maverick Podcast is brought to you by Reneu Energy. Reneu Energy works with companies and organizations on renewable energy strategy, project development, owner's representation, project finance, renewable energy credits, and market advisory services. To learn more, visit: https://www.reneuenergy.com Listen and Subscribe Subscribe to the Solar Maverick Podcast on Apple Podcasts, Spotify, YouTube, or your favorite podcast platform. If you enjoyed this episode, please leave a rating and review. It helps more people discover conversations with the leaders shaping the future of solar, storage, and the energy transition.

The Drive played a game wondering if a lost of QBs can take their team down the field to score a GW touchdown.

AI is no longer simply another fast-growing demand segment for the data center industry. It has become the “organizing principle” around which development strategy, infrastructure design and market selection are increasingly structured. On this episode of the Data Center Frontier Show, DCF Editor in Chief Matt Vincent speaks with Colby Cox, Managing Director for the Americas at DC Byte, about the forces determining where the next generation of AI infrastructure can actually get built. According to Cox, the market is no longer constrained primarily by demand or access to capital. The decisive constraint is executable power: whether capacity has truly been secured, when it can be energized, and whether the grid or an onsite generation strategy can support the intended phases of development. That gap between announced and deployable capacity is becoming increasingly visible in DC Byte's data. Cox says the firm has recorded a roughly 20% increase in projects remaining in the committed or early-stage categories, with power availability responsible for much of the delay. At the same time, the scale of AI development continues to expand. At the beginning of 2023, DC Byte tracked three committed projects of at least 900 MW. Today, it tracks 17, along with 49 additional projects of that size in early-stage development. Fifteen of those early-stage projects exceed 2 GW, with several approaching 10 GW. Inside the data hall, rack-density assumptions are changing just as quickly. Designs are moving from traditional averages near 6 kW per rack toward serious planning around 100-kW racks, with some AI environments pushing beyond 300 kW. That shift affects nearly every layer of the facility, including electrical distribution, busway, breaker coordination, floor loading, mechanical plant design, piping, commissioning and heat rejection. Liquid cooling is consequently becoming a primary design system rather than a future retrofit. Cox also examines the emerging geography of AI infrastructure. Development is spreading beyond established markets toward locations where power, policy and community support can be aligned. Texas activity is extending beyond Dallas-Fort Worth into markets including Pecos and Abilene, while Louisiana has moved from roughly 9 MW of data center capacity several years ago to a pipeline measured in gigawatts. Indiana, West Virginia, Pennsylvania and outer portions of the Atlanta market are also attracting attention. But power is not the only variable redrawing the map. Local resistance, permitting risk and community trust are now material elements of project underwriting. As Cox puts it, the AI campus map is being redrawn “by power first and politics second.” The conversation concludes with a look at behind-the-meter generation. Although most data center operators would prefer not to become power companies, onsite systems—particularly those built around natural gas—are becoming necessary in some markets as either a bridge to utility service or a longer-term solution. Listen to the full episode for a data-driven examination of power availability, gigawatt-scale development, rack density, emerging markets and the new execution realities shaping the AI data center sector.

Gerard and Laurent first welcomed David Scaysbrook to the podcast in Episode 66, back in January 2022, for a conversation about the future of 24/7 power. Four years later, it felt like the right moment to reconnect and take stock of how profoundly the market has evolved.  Since then, Quinbrook Infrastructure Partners has continued to establish itself as one of the leading specialist investors in the energy transition, orchestrating and deploying billions of dollars of capital through project finance structures and platform companies.   As of today, the firm has participated in more than $27 billion of transactions, developed or acquired over 240 projects, and built a portfolio exceeding 40 GW across the United States, the United Kingdom, and Australia.  Our discussion traces Quinbrook's own transformation alongside that of the broader energy landscape. We revisit the firm's strategic exit from wind generation, marked by the sale of its Scout platform to Brookfield in 2023 for more than $1 billion, and explore how its focus has shifted toward utility-scale solar and long-duration energy storage across the United States and Australia.  More fundamentally, David explains how Quinbrook has moved beyond the era of single-technology investment funds. Instead of financing isolated generation assets, the firm now builds integrated, multi-technology platforms designed to solve specific customer problems. The objective is no longer simply to inject generic electrons into the grid, but to work backwards from the needs of large electricity consumers—particularly hyperscale datacenter operators—and develop bespoke energy solutions around them.  This philosophy is illustrated by Rowan, Quinbrook's datacenter development platform, which attracted a $1 billion co-investment from Blackstone. As hyperscalers race to deploy new computing capacity, speed has become the defining constraint. Waiting for the grid is no longer an option, making "bring your own power" an increasingly compelling proposition.  The conversation also explores how advances in software and long-duration energy storage are improving behind-the-meter performance, allowing energy infrastructure to become more resilient, flexible, and economically attractive.  Ultimately, David argues that we are witnessing a profound shift in thinking. In a world increasingly captivated by virtual technologies and digital intelligence, the greatest opportunities may lie in investing in the physical infrastructure that makes them all possible.“Let's get Physical”  

I found a silver GW quarter this week. Bill's from the team allows me to share his Tick story. It's no joke. This episode is short-I can tell you why next podcast. Thank you for listening!Send us Fan MailEmail me at omdstories@gmail.comWebsite: onemoredig.comDetector Warehouse: If you order anything from the website below I will receive a small commission. This is a great company and is well respected in the detecting community.  https://detectorwarehouse.com/davidsponenberg

It's finally here, fully playable, we've dipped our toes in, and the water is... interesting! That's right, 11th Edition is now released and we're 4 and a half (?) games in, and it's time to talk about our experiences so far. From adventures in getting an Armageddon box from the Games Workshop Citadel, learning about the various dispositions and how they play, and getting a feel for how all the small changes in 11th lead to big changes in playing, we discuss our first takes on the new edition. Also, we discuss the summer preview and the 40K products GW has coming soon! Support Preferred Enemies on Patreon: https://www.patreon.com/PreferredEnemies Buy Preferred Enemies merch: https://www.preferredenemies.com/merch Preferred Enemies on BlueSky: https://bsky.app/profile/preferredenemies.com Music: "The Whip" Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 4.0 License http://creativecommons.org/licenses/by/4.0/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

This episode we start with Adam and John and are later joined by Danny. They give some final thoughts on 10th edition, their first impressions about 11th, Adam talks about the store and going to Tacoma to help out GW at one the first large 11th edition 40K events, currents plans for gaming, and more! Check out Adam's store, Crown City Games: https://www.instagram.com/crowncitygamespasadena

In this episode of the Solar Maverick Podcast, Benoy Thanjan speaks with Noelle Paige, Vice President of Project Development at Aspen Power. Noelle shares her journey from classical ballet and public administration into renewable energy, including her work at Cypress Creek Renewables, Sol Systems, Summit Ridge Energy, Onyx Renewables, and now Aspen Power. She discusses what it takes to lead project development teams, how Aspen Power approaches community solar and distributed generation, and why stable markets like New York, Illinois, and Maryland remain important for community solar growth. Benoy and Noelle also discuss the changing solar market, the impact of policy uncertainty, the growing role of battery storage, and how companies are adapting as the industry shifts from pure solar development toward broader energy solutions. The conversation also highlights Noelle's involvement with Solar Sisters and the Let's Share the Sun delegation to Puerto Rico, including the importance of women's leadership, mentorship, and building a stronger, more diverse renewable energy industry. Biographies Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, a solar development and consulting firm, and the host of the Solar Maverick Podcast. He also serves as a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed more than 100 MW of solar projects across the United States, advised on more than 1 GW of energy projects worldwide, helped launch some of the first residential solar tax equity funds at Tesla, and brokered approximately $50 million in renewable energy credit transactions. Before founding Reneu Energy, Benoy worked in Tesla's Project Finance Group as an environmental commodities trader, where he managed one of the company's largest environmental commodities portfolios. He originated renewable energy credit transactions and worked with senior leadership to develop monetization and hedging strategies supporting the company's expansion into East Coast markets. Benoy also served as Vice President at Vanguard Energy Partners, a solar and energy storage construction company, where he developed project finance solutions for commercial-scale solar portfolios. At Ridgewood Renewable Power, a private equity fund with approximately 125 MW of U.S. renewable energy assets, he evaluated investment opportunities, supported portfolio strategy, and played a key role in the sale of the firm's renewable energy portfolio. Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and in Financial Advisory Services at Ernst & Young. He also completed an internship on the trading floor at D. E. Shaw & Co., a global investment and technology development firm. Benoy holds an MBA in Finance from Rutgers University and a Bachelor of Science in Finance and Economics from the NYU Stern School of Business, where he was an Alumni Scholar.   Guest Information   Noelle Paige Noelle Paige is Vice President of Project Development at Aspen Power, where she leads project development strategy and execution for distributed generation and community solar projects. She has approximately a decade of experience in the solar industry, with prior roles at Cypress Creek Renewables, Sol Systems, Summit Ridge Energy, and Onyx Renewables. Her background includes community outreach, zoning, project finance diligence, development management, and team leadership. At Aspen Power, Noelle and her team help guide projects from acquisition and development through development completion, working closely with channel partners, finance teams, policy teams, and preconstruction teams.   Stay Connected: Benoy Thanjan Email: info@reneuenergy.com  LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com Website: https://www.solarmaverickpodcast.com/   Noelle Paige Email:  npaige@aspenpower.com Aspen Power https://aspenpower.com Noelle Paige on LinkedIn https://www.linkedin.com/in/noellepaige/ Solar Sisters https://solar-sisters.org Solar Sisters first interview on the Solar Maverick Podcast https://www.youtube.com/watch?v=aT-7t_K_4Oo&t=1093s   Sponsor This episode of the Solar Maverick Podcast is brought to you by Reneu Energy. Reneu Energy works with companies and organizations on renewable energy strategy, project development, owner's representation, project finance, renewable energy credits, and market advisory services. To learn more, visit: https://www.reneuenergy.com   Listen and Subscribe Subscribe to the Solar Maverick Podcast on Apple Podcasts, Spotify, YouTube, or your favorite podcast platform. If you enjoyed this episode, please leave a rating and review. It helps more people discover conversations with the leaders shaping the future of solar, storage, and the energy transition. SMP 290 Key Takeaways 1. Community solar depends on stable markets Noelle explains that Aspen Power is focused on community solar markets with stable and predictable programs. New York and Illinois are especially important because their community solar frameworks give developers more certainty around project economics, awards, timelines, and offtake. 2. Project development is about execution A major theme of the episode is execution. From development milestones to permitting, finance, interconnection, landowner communication, and preconstruction, getting projects across the finish line requires coordination across many different teams. 3. Policy changes are forcing companies to adapt The conversation explores how changes to the investment tax credit, safe harboring, equipment requirements, and broader political uncertainty are forcing solar companies to rethink project design, timelines, and market strategy. 4. Storage is becoming increasingly important Noelle discusses how Aspen Power is evaluating storage opportunities, including solar-plus-storage and standalone storage. As the market changes, more companies are looking at batteries as a way to diversify, strengthen project economics, and maximize existing assets. 5. Leadership means serving your team Noelle shares her approach to management, including the idea that her team does not work for her, but that she works for them. She emphasizes listening, understanding how people learn and operate, and creating a culture where team members can grow and succeed. 6. Women's networks are essential in renewable energy The episode highlights Solar Sisters, a growing community of women in solar and renewable energy. Noelle discusses the importance of peer support, mentorship, and creating spaces where women can share experiences, challenges, wins, and opportunities. 7. Diversity requires intentional action Noelle explains that hiring and leadership require more than good intentions. Companies need to be intentional about broadening candidate pools, creating access, and making sure more people have the opportunity to become “the best person for the job.”   Memorable Quotes “People don't work for me. I work for them.” “Learn it once, touch it once, do it once.” “Community solar is great for those of us who are trying to get a bunch of things done at once.” “You can build a great project and have all your permits, but if you don't know where you're selling your energy, there's a big problem.” “Your network is everything, and it's not just who you know, it's who knows you.” “Go get some shit done, or get out of the way.”

In May 2026, our co-host Laurent Segalen had the privilege of chairing a high-profile panel hosted by SolarPower Europe at its annual Solar Power Summit in Brussels, one of the leading gatherings for the European solar and energy storage sectors.  In this episode, we bring you highlights from the hour-long conversation, featuring two distinguished industry leaders: Fredrik Andrén Sandberg from RWE and Hanna Kunzmann from EQT. Between them, their organisations oversee more than 10 GW of battery storage projects either in operation or under development, offering a unique perspective on the realities of financing and scaling storage assets.  The discussion addressed one of the most important questions facing the energy transition today: the bankability of battery storage investments. As battery deployment accelerates across Europe and beyond, investors, developers, and policymakers are increasingly focused on understanding the risks and opportunities that will determine the sector's long-term attractiveness.  The conversation examines battery bankability through four interconnected dimensions. First, technology risk: are batteries still exposed to meaningful technological uncertainty, or have the key challenges shifted towards commercial execution? Second, commercial risk: how should investors evaluate revenue models, merchant exposure, and the growing role of hybridisation strategies? Third, regulatory risk: what policy and market-design uncertainties could affect future returns, from evolving capacity mechanisms to unexpected rule changes? Finally, digital risk: how critical are cybersecurity, battery management systems (BMS), and energy management systems (EMS) in safeguarding performance and protecting asset value over the long term?  The session attracted a packed audience in Brussels and has since been widely praised for the quality, depth, and practical insights of the discussion. Whether you are an investor, developer, policymaker, or simply interested in the future of energy storage, this episode offers a valuable window into how some of the industry's leading players assess risk and opportunity in one of the fastest-growing sectors of the energy transition.