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Grant McDowell & Tim Buckley– Spark Club Podcast 19 Feb 2026 - Hi and welcome to Spark Club podcast. I'm your host Grant McDowell. We are recording this podcast on the Garigal lands of the Eora nation and pay our respects to elders past and present. Welcome. And welcome Tim Buckley. Highlights Domestic firmed RE deployment The Clean Energy Council's 4Q2025 Investment Report demonstrates a rebound in large-scale renewable energy and storage investment across Australia. The quarter delivered record commissioning outcomes across generation and batteries, strong financial close activity. Five renewable generation projects (1.2 GW) and 5 storage projects (1.1 GW) reached FID during 4Q2025, with total capex >$4 billion across generation, storage and hybrid assets. newly commissioned renewable and storage projects. Nine generation projects were completed totalling 2.1GW of new. 4 storage projects (1.9 GW / 4.9 GWh) became operational, beating records broken in Q3 2025, reinforcing Australia's accelerating energy transition. The forward pipeline remains robust. There are currently 81 generation projects (13GW) and 75 storage projects (13 GW / 35GWh) either financially committed or under construction. This month started with NSW awarding contracts to six huge 8-hour battery projects, including one of the biggest in Australia – the 300MW and 3,500 megawatt hour Great Western BESS, All are due to be completed by 2030, and some are supersized above eight hours of storage. 1.2 GW and 12 GWh of long duration storage, massively further undermining the role of methane and PHS. This week also saw NSW announce an extra tender for more firmed renewables capacity to fill looming coal gap under Long-Term Energy Service Agreements (LTESAs) to leverage the fast to deploy BESS and solar leveraging infill opportunities across NSW and importantly, leverage the Battery boom to get more zero emissions generation into the mix. CBAM KEY TO GREEN COMMODITY OPPORTUNITY: JOTZO REVIEW Professor Frank Jotzo's Carbon Leakage Review Report to Climate and Energy Minister Chris Bowen is finally public. https://www.dcceew.gov.au/about/news/carbon-leakage-review-final-report We agree with the review's finding that measures additional to the Safeguard Mechanism "may be required and desirable over time, for specific commodities at high exposure to carbon leakage risk in domestic markets…. A border carbon adjustment would be the most suitable option in these cases… [to] support the emergence of green commodity production in Australia, harnessing this country's opportunities to be a major contributor to global industrial decarbonisation through exports." It is clear that we need a price signal to drive decarbonisation of trade-exposed Australian industries through the extensive buildout of renewables infrastructure at speed and scale. Critical to all of the above is a price on carbon, leveraging and enhancing our domestic actions so as to provide a stronger signal for development of carbon pricing in international trade, and building on the price signal of the EU CBAM with an Asian CBAM, as we argued in our 2025 report. This would help catalyse investment into industrial decarbonisation at a speed and scale commensurate with the climate emergency and the green economy opportunity. GM - I'd like to pick up on minor issue relating to the design of the REGO in Australia replacing the LGC. The calculation mechanism for the Australian REGO is out of sync with the global standard. The REGO certificate is limited to the 1MWh per certificate rather than down to the watt hour per trading period. Sounds trivial but the REGO has a fundamental flaw as it requires the excess to be rolled over into the next trading period. This volume won't be accepted in the EU, meaning there will be small amounts of energy volume which can't be counted for every half hour trading period for the year. This flaw creates numerous problems as a global energy matching standard emerges in a number of forms; CBAMs in EU and Asia Green product standards - green hyrdogen green steel. and likely changes to GHGP Scope 2 in 2027. This minor flaw is annoying and with a minor change to the REGO now we can save Australian exporters a world of pain for years to come. Middle Powers Highlight As the Middle Powers are a big topic for us this year, was there anything that jumped out to you since our last conversation? EV Buses in India Tim - KKR investment in electric buses in India. EV busses in India are now 30% lower total cost of ownership relative to diesel alternatives. The 30% cost advantage was enough to get KR over the line to put capital into rolling out EV buses in India. Australia risks being wedged. Australia must be open to international trade with all nations and avoid being wedged between China and the US. Lowlights Whyalla The SA Government has shelved their green hydrogen plans last year, and now the SA Treasurer has overtly flagged their intention to double down on the false dreams of a gas led recovery for the Whyalla Steelworks. Meanwhile this week saw the SA Premier provide a joint Federal-State $20m support for the magnetite mining sector is SA to boost 2Mtpa magnetite mining, a move we endorse. As per CEF's report last year, we think the government should support a multiphase redevelopment of the iron ore to green steel sector of SA by expanding magnetite mining and supporting a new greenfield RE-powered EAF to replace the beyond end of life blast furnace, and to ensure steel supply for downstream fabrication. Secondly our governments should use a chunk of the $500m Green iron investment fund to support semi-commercial scale deployments of Australian technologies to produce decarbonised iron and steel, namely a pilot Element Zero electrolyte green iron plant, a second 30ktpa Calix ZESTY magnetite to green iron plant and a 8ktpa BioCarbon plant, plus incentivising scrap steel recycling within state to feed the new EAF, with the majority of the input material imported for the first 5 years of operation. A phase 2 in the early 2030s would be to build a GH2 and RE powered green iron plant once the economics are stronger, and a path towards an Asian CBAM is better established. Main Story – Local content mandate – Ministers Ayres and Bowen are holding a rapid industry consultation about a new Future Made in Australia (FMIA) policy to incentivise local wind tower and transmission tower manufacturing. CEF has worked over the last year with an industry consortium and we pitched this exact policy initiative to the minister in December. Our recommendation was a policy with four pronged policy A 20% national mandate for wind tower local content, leveraging and collaborating with low cost Chinese suppliers A Production Credit to ensure the policy doesn't increase the cost of wind power to consumers A clear long term volume target of 4GW of new wind annually to underpin factory utilisation Capex assistance for the new factories required. Interesting to see the EU this week do boosting local content mandates, The EU's upcoming Industrial Accelerator Act could signal a pivotal moment for green steel producers in northern Sweden. New "Made in Europe" rules are thought to require at least 25% low-carbon steel in public procurement and subsidy-backed projects. Green hydrogen-based production, electric arc furnaces, and scrap-based methods are, according to Bloomberg, explicitly highlighted as priority technologies. What's coming up? Tim is attending the community engagement in the Hunter Valley this week, to help build social licence, and then over the next couple of weeks attending and speaking at a number of conferences e.g. Cambridge Institute of Sustainability Leaders (CISL) Group in Melbourne and Sydney and the Clean Energy Investor Group conference (CEIG) annual investor conference in Melbourne, Climate Action Week in Sydney the following week, then the Sydney Storage conference.
Provisional data from EirGrid, the operator and developer of Ireland's electricity grid, shows that 39% of electricity in January came from renewable sources. This compares to a similar figure for the same month last year, with official metered data showing that 40% of electricity in January 2025 was generated by renewables. Most of the renewable energy generated last month came from wind, amounting to 33% of all the electricity used in January. Total generation from wind energy was 1119 GWh (Gigawatt hours), compared to 1243 GWh in December. While solar power contributed just under 1% to the overall fuel mix in January, it still had a contribution to the fuel mix on brighter days, illustrating its benefit even during colder winter months. Generation from grid scale solar peaked at 371 MW (~8% of Ireland System Demand) on Wednesday 28 January at 12.45 pm. In addition, it is estimated an equivalent amount of embedded solar generation (mostly rooftop) occurred at this time, depressing total system demand. Gas generation accounted for 44% of all electricity used last month, and 16% was imported via interconnection. New all-time demand peaks for a Saturday and a Sunday were recorded in January. On Saturday, 3 January at 5.39 pm, demand reached 5297MW. This was the most demand on the electricity system on a Saturday for twelve months, with the previous record set on Saturday 4 January 2025. Similarly, on Sunday, 4 January, demand reached 5480MW at 5.31 pm. The previous record for peak demand on a Sunday was recorded on 30 November 2025. The overall electricity system demand stood at 3409 GWh in January,up from 3234 GWh in December and 2,894GWh in January 2025.2 While a new system peak demand of 6,024MW was set in January 2025, the peak demand this January did not surpass the 6,000 MW mark, standing at 5916 MW and recorded on Monday, 5 January at 5.47 pm. This is largely due to milder temperatures this January versus January 2025. Diarmaid Gillespie, EirGrid's Director of System Operations, said: "The high demand on the system that we have seen over recent months and that we expect at this time of year continued in January. "Notably, there were all-time demand peaks for a Saturday and a Sunday recorded in the month, with the record set on Saturday 3 January the highest that we have seen for a Saturday since the same weekend last year. Parts of the country experienced a cold snap with snow and ice over that first weekend of the year, which will in part explain the high level of demand on the electricity system. "Similarly to what our recent data shows us, January again saw a significant amount of renewable energy contributing to the overall fuel mix."
Kilowatt 676: Tesla's Q4 2023 Earnings Call – FSD, Energy Storage, and Next-Gen Platform In this episode, Bodie breaks down Tesla's Q4 2023 earnings call, offering insights into the company's financial performance and key strategic shifts. Elon Musk and other Tesla executives discussed the progress of Full Self-Driving (FSD), updates on Optimus, and massive growth in Tesla Energy—especially the record deployment of 14.7 GWh in energy storage. Tesla also highlighted the transition to its next-generation platform, promising affordability and volume production by the second half of 2025. Additionally, there were discussions on regulatory credits, Cybertruck ramp-up, AI infrastructure investments, and future vehicle plans. Tune in for a thorough analysis of where Tesla is heading and what it means for investors and fans alike. Support the Showwww.supportkilowatt.com Other Podcasts: Beyond the Post YouTube Beyond the Post Podcast Shuffle Playlist 918Digital Website News Links: Tesla Q4 2023 Earnings Call Livestream Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Energy storage is not a green technology. It's grid infrastructure.That reframe from Shawn Shaw, CEO of Camelot Energy Group and author of "Energy Storage Systems," challenges how we talk about batteries in the energy transition. With 22 years in solar and storage and 1.2 GWh of projects commissioned in late 2025, Shaw brings practical insight into why storage matters for grid operators regardless of your views on renewables. China installed 65 GWh of storage in December 2025 alone. The US installed 40-50 GWh for the entire year. This conversation explains why that gap matters.Key Discussion PointsWhy energy storage is a grid resource like transformers and substations, not just a companion to renewables. Loads are more dynamic than ever, and batteries provide the controllability grid operators need.How storage transforms predictable renewables into dispatchable assets. A 100kW solar project might earn only 10kW capacity credit alone, but pairing it with batteries captures significantly more value.The real data on battery safety: Commercial and utility-scale systems catch fire at 0.3% per year, the same rate as residential homes. NFPA 855 2026 now requires active ventilation and separate fire and explosion testing.Hot storage markets in 2026: Massachusetts 83E procurement, New York's index storage credit, Illinois CRGA legislation, and why Texas requires nodal-level analysis to avoid 50% revenue swings.Why utility interconnection delays are pushing developers toward microgrids. Google acquired Intersect Power for $4.75 billion to self-develop solar and storage near data centers.FEOC compliance economics: Chinese DC blocks at $100-125/kWh vs Tesla at $300-500/kWh. Developers may want FEOC free but the economics of built in America may drive business as usual for BESS procurement. The devil is in the details! This episode offers a clear-eyed view of where the industry stands and what it takes to move faster.Connect with Shawn ShawLinkedIn: https://www.linkedin.com/in/shawnshawpe/Website: https://www.camelotenergygroup.com/ Support the showConnect with Tim Clean Power Hour Clean Power Hour on YouTubeTim on TwitterTim on LinkedIn Email tim@cleanpowerhour.com Review Clean Power Hour on Apple PodcastsThe Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: CleanPowerHour@gmail.com Corporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/The Clean Power Hour is brought to you by CPS America, maker of North America's number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com
Kas geresnio šią savaitę energetikoje?(2 sav., 2026)Tinklalaidės namai internete: https://naglis-navakas.squarespace.com/ Naujienlaiškis „Substack“: https://leolenox.substack.com/ Santrauka:ESO ir „Litgrid“ sumontavo du didelės galios transformatorius naujoje Kuprioniškių tranformatorių pastotėje. Ji skirta „Teltonika High-Tech Hill“ technologijų parkui. Tai geras priminimas, kad energetika nėra šalies ūkio sektorius pats savaime.„Panevėžio energija“ už €26,5 mln. statys naują kogeneracinę biokuro jėgainę. Darbus atliks Kelmės rajono statybų įmonės „Gilesta“ ir Kauno energetikos įrangos gamybos bendrovės „Grynerga“ konsorciumas. Finansuoti projektą padeda valstybinis plėtros bankas ILTE.Vėjo elektrinės gruodį Lietuvoje pagamino didžiausią elektros energijos kiekį istorijoje – 503,1 GWh. Tai sudarė apie 44,1% vartotojams reikalingos elektros. Išaugusi vietinė elektros gamyba sumažino ir elektros kainas. Visą reikalingą elektrą tikimasi pasigaminti 2028 m.
In Episode 227, Tu and Lei break down a massive week in the global EV industry — one where China's innovation pace keeps accelerating while Western automakers scramble to respond. Xiaomi's YU7 officially outsells the Tesla Model Y in October, marking a symbolic shift in China's most competitive EV segment. Meanwhile, Tesla's domestic sales slump to 26,000, signaling that aggressive price cuts and financing perks may not be enough as Chinese challengers tighten the pressure.The hosts also unpack XPeng's viral AI Day, featuring the “Iron Lady” humanoid robot, new L4 capable RoboTaxi prototypes, the Turing chip's rising importance, and XPeng's “physical AI” strategy — positioning the company as a vertically integrated mobility+AI platform rather than just an automaker.On the U.S. side, GM sparks headlines after reportedly urging suppliers to “de-China” their supply chains by 2027 — a massive, risky reshoring effort that could reshape cost structures across North America. Tu and Lei discuss the feasibility and geopolitical backdrop, including the Nexperia crisis, ICE tariff pressures, and USMCA uncertainty._____________________They also hit:
The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Shoot us a Text.Episode #1203: Autonomy expands its EV subscription fleet with new brands, Foxconn doubles down on becoming a global EV battery powerhouse, and the U.S. labor market enters a “Great Freeze” that's keeping both hiring and firing on ice. Show Notes with links:EV subscription company Autonomy has secured $25 million to add more than 1,200 vehicles and broaden its lineup beyond Tesla.Autonomy operates a subscription-based model where customers choose an EV in the app, pay by credit card, and receive delivery through dealer partners.New funding brings in Polestar and Volvo models, plus updated Tesla Model 3 and Model Y variants.Recent model-year and off-lease CPO EVs are being added to offer more price points for subscribers.Dealer partners handle delivery—Galpin Motors will lead the Polestar rollout in L.A. using a Deloitte-built digital experience.“Our goal is to make getting a car as easy as streaming a movie… on the customer's terms,” said founder & CEO Scott Painter.Foxconn—the same company that builds your iPhone—is rapidly reinventing itself again, this time as a global battery supplier capable of powering future cars, buses, and data centers.A new $193M battery plant in Kaohsiung is ramping from 0.5 GWh to 1.2 GWh next year, supplying commercial vehicles now and passenger EVs in 2025.Foxconn says it can replicate its full, automated, 85% in-house battery supply chain anywhere in the world, creating local supply for OEM partners.Its EV lineup is expanding (Model C, B, D, E, A), and the company has its first U.S. customer for the Model C—awaiting North American certification.Partnerships are multiplying, including a new electric-bus venture with Mitsubishi Fuso using Foxconn-built battery packs.“We can duplicate this anywhere and scale up,” said Troy Wu, global battery strategy lead. “Customers are looking for one-stop shopping.”A chill has settled over the American labor landscape as companies avoid both layoffs and hiring, creating what economists are calling the “Great Freeze.” It's a market stuck in neutral—good for job security, not so great for career mobility.Layoffs remain low, but hiring has also slowed as companies cling to workers while avoiding expansion during economic uncertainty.Tariff questions, AI impact, supply constraints, and weak pockets like construction are all contributing to hesitancy in adding headcount.Companies are holding onto workers for stability, but a recession could break that trend. Unemployment is still low, yet job openings have fallen to 7.2 million.Career growth is stalling as workers struggle to move roles or negotiate raises in a low-turnover environment.“We're seeing employers and job seekers both trying to wait out any of tJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/
NIO reports Q3 2025 earnings on November 25, 2025, just two days away, with the entire market watching whether the company can achieve its first quarterly profit in Q4 2025. This episode examines how Cathie Wood's foundational EV investment thesis is being tested by current lithium carbonate price surges and what it means for NIO's path to profitability.Cathie Wood and ARK Invest built their entire EV bull case on Wright's Law, which states that battery costs decline 28 percent for every cumulative doubling of production volume. This is not time-based like Moore's Law but volume-based, meaning more units produced equals predictably lower costs. In ARK's Big Ideas 2024 report published February 2024, Cathie Wood predicted electric vehicles would reach 74 million units annually by 2030, up from 10 million in 2023, representing a 33 percent compound annual growth rate. The key driver is falling battery costs making EVs cheaper than gasoline vehicles, with ARK projecting 1.4 trillion dollars in annual EV revenue by 2030 and 140 billion dollars in industry EBITDA.However, lithium carbonate prices have surged to 100,000 yuan per ton in November 2025, up 70 percent from 58,500 yuan in June 2025. The most-active lithium carbonate futures contract on Guangzhou Futures Exchange jumped 9 percent in a single session to 95,200 yuan on November 17. Ganfeng Lithium Chairman Li Liangbin predicted that if demand growth exceeds 30 to 40 percent in 2026, supply cannot be balanced in the short term and prices may reach 150,000 to 200,000 yuan per ton, effectively doubling from current levels.Four factors are driving the lithium price surge: First, China's purchase tax exemption for EVs ends December 31, 2025, causing consumers to rush purchases before year-end with domestic lithium carbonate consumption surging to 135,000 metric tons in November, up over 40 percent year-over-year. Second, energy storage demand is stealing automotive supply with China's energy storage lithium battery shipments reaching 430 GWh in the first nine months of 2025, exceeding 30 percent of all 2024. Energy storage uses the same lithium iron phosphate chemistry as mass-market EVs. Third, supply is stalling with China's lithium carbonate output growth slowing to 1.4 percent in November and the Jiangxiawo mine producing 65,000 tons annually or 6 percent of global supply shut down since August. Fourth, social lithium carbonate inventories declined for 13 consecutive weeks to a record low of 28.1 days turnover versus healthy levels of 45-60 days.In October 2025, Cathie Wood's ARK Autonomous Technology and Robotics ETF purchased 124,523 shares of BYD valued at 1.7 million dollars. BYD now represents 1.06 percent of ARK's combined portfolio at 14.5 million dollars. This is significant because BYD overtook Tesla in global battery electric vehicle deliveries with Q4 2024 deliveries of 595,000 units versus Tesla's 496,000 units. BYD's revenue outpaced Tesla's in 2024 and BYD recently unveiled chargers four times more powerful than Tesla's capable of 5-minute charging. Critically, BYD vertically integrates battery production by manufacturing their own Blade batteries in-house, meaning when lithium prices spike BYD controls their entire supply chain unlike Tesla or NIO who rely on external suppliers.The central question is whether Wright's Law breaks under lithium price pressure. The answer is no but it bends temporarily for four reasons: First, lithium is one input not the entire battery pack which includes cells, battery management systems, thermal management and housing, so even if lithium doubles overall pack costs might only increase 30-40 percent while other components continue declining. Second, oversupply is temporary with global lithium supply projected at 1.7 million tons versus 1.55 million tons demand leaving a 200,000 ton surplus, and as prices rise idle
NIO reports Q3 2025 earnings on November 25, 2025, just five days away, with all eyes on whether the company can achieve its first quarterly profit in Q4 despite an escalating battery supply crisis. This episode provides a critical update on the battery shortage situation that has worsened significantly since last week.The battery crisis has reached new levels of desperation. Purchasing managers from major Chinese automakers are now stationed outside CATL headquarters carrying their company seals, booking hotels nearby, and moving their purchasing offices next to battery factories. Senior executives are personally leading battery task forces to secure supply. XPeng CEO He Xiaopeng revealed he has been drinking with all battery manufacturer bosses over the past two weeks trying to secure allocation.CATL reported Q3 2025 revenue of RMB 104.186 billion, up 12.9 percent year-over-year, with net profit of RMB 18.549 billion, up 41.21 percent. The company was operating around the clock in October with production capacity almost unsustainable. JP Morgan's supply-demand model shows power battery industry capacity utilization will exceed 80 percent for the first time since 2022.The crisis is concentrated in two areas: high-nickel ternary batteries used in premium models priced above 300,000 yuan including NIO ES8, Li Auto L8, Xiaomi SU7 Ultra, and Aito M7/M9, plus lithium iron phosphate batteries being diverted from automotive to energy storage applications.Lithium carbonate futures prices have surged 20 percent over the past month, with the most-active contract on Guangzhou Futures Exchange jumping 9 percent in a single session to 95,200 yuan per ton on November 17, approaching the psychological 100,000 yuan threshold. Since November alone, lithium has accumulated nearly 17 percent gains. Ganfeng Lithium Group Chairman Li Liangbin predicted 30 percent demand growth next year, with scenarios projecting lithium could reach 150,000 to 200,000 yuan per ton if demand accelerates.Four factors are driving the lithium price surge: First, China's energy storage lithium battery shipments reached 165 GWh in Q3 2025, up 65 percent year-over-year, with first nine months totaling 430 GWh exceeding 30 percent of all 2024. Energy storage uses the same lithium iron phosphate chemistry as mass-market EVs, creating competition for supply. Second, China's lithium carbonate output growth slowed to 1.4 percent in November while social inventories declined for 13 consecutive weeks, falling to a record low of 28.1 days turnover versus healthy levels of 45-60 days. Third, China's Jiangxiawo lithium mine producing 65,000 tons annually has been shut since August due to expired permits, removing 7,000 tons per month or roughly 10 percent of domestic supply. Fourth, purchase tax policy changes are front-loading demand with domestic lithium carbonate consumption surging to 135,000 metric tons in November, up over 40 percent year-over-year.Tesla Shanghai Gigafactory celebrated its 5 millionth battery pack rolling off the line on November 12, 2025. Tesla independently develops cell chemistry and designs battery pack structure but sources cells from CATL and LG Energy Solution rather than manufacturing in-house. This represents a hybrid self-reliance strategy. However, Tesla's October retail sales in China fell to 26,006 units, the lowest since November 2022, down 35.76 percent year-over-year and 63.64 percent month-over-month, indicating demand problems rather than supply constraints.Automakers are responding with three self-rescue strategies: First, the self-reliant approach represented by Tesla and BYD who develop their own batteries. NIO once pursued this but stopped due to huge R&D costs and is now planning to spin off its battery manufacturing department. Second, the joint venture approach like Li Auto partnering with Sunwoda
C'est une première mondiale, et elle nous vient… du cœur du désert d'Abou Dhabi. Sur une étendue de sable de 90 km², un projet titanesque est en train de voir le jour. Son nom : Khazna Solar PV. Sa promesse : fournir 1,5 gigawatt d'électricité décarbonée, sans aucune intermittence, 24 heures sur 24, 7 jours sur 7, dès 2027. À ce jour, aucune installation solaire n'a réussi cet exploit à une telle échelle.Le secret de cette prouesse repose sur une combinaison technologique inédite. D'un côté, un champ de 3 millions de panneaux photovoltaïques capable de produire jusqu'à 5,2 GW. De l'autre, un système de stockage géant : 19 GWh de batteries lithium-ion, le plus vaste ensemble BESS (Battery Energy Storage Systems) jamais construit. Des conteneurs modulaires, des onduleurs à haut rendement, et un logiciel de pilotage capable de gérer minute par minute l'équilibre entre production et stockage.Résultat : la centrale pourra lisser totalement les variations du soleil et livrer de l'énergie en continu, de jour comme de nuit. Une véritable révolution pour une technologie longtemps handicapée par l'intermittence. À pleine puissance, Khazna alimentera 160 000 foyers aux Émirats arabes unis et évitera chaque année l'émission de 2,4 millions de tonnes de CO₂ — l'équivalent de 470 000 voitures thermiques retirées de la circulation.Mais le solaire ne devient pas seulement plus massif : il devient intelligent. Chaque panneau de Khazna sera équipé d'un système de solar tracking pour suivre la course du soleil. Des capteurs IoT traqueront la température, l'humidité, les rafales de vent ou l'état des modules. Le tout sera analysé en temps réel grâce au Big Data pour optimiser en permanence le rendement. Des robots nettoyeurs et un système de supervision cloud viendront compléter le dispositif pour maintenir les performances malgré la poussière omniprésente du désert. Avec Khazna Solar PV, Masdar, Engie et EWEC ne construisent pas seulement une centrale : ils posent les bases d'un modèle réplicable dans d'autres régions du monde. Un modèle taillé pour répondre à la hausse explosive de la demande électrique, dopée par l'intelligence artificielle. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.
NIO announced Q3 2025 earnings will be released on November 25, 2025, before US market open, with management hosting a conference call at 7 AM Eastern Time. All eyes are on whether NIO can achieve its first quarterly profit under non-GAAP standards in Q4 2025, as promised by CEO William Li.In Q3 2025, NIO delivered 87,071 vehicles within guidance of 87,000-91,000 units, representing 40.77 percent year-over-year growth and 20.84 percent quarter-over-quarter growth. Revenue guidance for Q3 was between RMB 21.81 billion and RMB 22.88 billion. For Q4, NIO aims to deliver 150,000 vehicles averaging 50,000 units per month. October deliveries hit 40,397 vehicles, a record but still short of the 50,000 monthly target needed.However, a massive battery supply crisis is threatening the entire Chinese automotive industry's Q4 delivery targets. XPeng CEO He Xiaopeng admitted he has been drinking with all battery manufacturer bosses over the past two weeks trying to secure supply. Reports indicate purchasing personnel from multiple Chinese automakers gathered at CATL headquarters attempting to secure battery production capacity by camping outside their sales offices.The battery shortage has three main causes: First, the purchase tax exemption for EVs ends December 31, 2025, causing consumers to rush purchases before year-end. From January to October 2025, China produced 13 million new energy vehicles, up 30 percent year-over-year, with October NEV sales exceeding 50 percent of total vehicle sales for the first time. Second, the energy storage market is booming and creating a reverse siphon effect. Q3 2025 energy storage lithium battery shipments hit 165 GWh, up 65 percent year-over-year, with full-year estimates at 580 GWh. Energy storage uses lithium iron phosphate batteries, the same chemistry used in mass-market EVs like NIO's Onvo and Firefly brands. Third, high-nickel ternary batteries for premium long-range vehicles face supply constraints due to raw material price volatility and long safety verification cycles.Meanwhile, NIO's battery swap stations in Sweden received approval from national grid operator Svenska kraftnät to participate in grid frequency regulation through the FCR-D system. This allows NIO's swap stations to function as energy storage facilities that help balance electricity demand during peak hours. Each station participating generates tens of thousands of euros in annual revenue. NIO currently operates 60 battery swap stations across Europe including 8 in Sweden, and 3,563 stations in China.This episode analyzes NIO's Q3 earnings preview, breaks down the brand mix showing Onvo outselling the main NIO brand for the first time with 37,656 units versus 36,928 units, examines how the battery supply crisis could impact NIO's ability to hit 150,000 Q4 deliveries needed for profitability, and explores how grid regulation revenue from battery swap stations could become a meaningful profit center.For NIO bulls and EV investors, the next six weeks are critical. Q3 earnings on November 25th will reveal margin trajectory, cash burn rates, and management's confidence in Q4 guidance. November and December delivery numbers will show whether NIO can navigate the battery shortage better than competitors.
L'été dernier, Tesla et Samsung signaient déjà un méga-contrat de plus de 16 milliards de dollars pour produire, aux États-Unis, les futures puces d'intelligence artificielle de Tesla. Un partenariat massif, visiblement promis à s'étendre. Selon le Korea Economic Daily, les deux groupes viennent de conclure un nouvel accord, cette fois dans le domaine des batteries — mais pas celles que l'on imagine. Tesla ne cherche pas ici à équiper ses voitures électriques : l'accord, d'une valeur de 3 000 milliards de wons, soit environ 1,8 milliard d'euros, porte sur des batteries ESS, ces systèmes de stockage d'énergie stationnaires devenus essentiels dans la transition énergétique.Ces batteries alimenteront les Megapack de Tesla, ces énormes blocs capables de stabiliser des réseaux entiers en absorbant les surplus d'électricité et en les restituant lors des pics de consommation. Contrairement aux batteries présentes dans un smartphone ou un véhicule électrique, les unités ESS ont pour vocation d'alimenter des quartiers, des bâtiments industriels, voire des villes. Elles sont devenues une brique stratégique, notamment en Amérique du Nord, où la ruée vers l'IA accroît la pression sur les infrastructures électriques. Data centers, réseaux vieillissants et énergies renouvelables intermittentes ont besoin de solutions robustes : les Megapack répondent à cette équation.Pour Tesla, diversifier ses fournisseurs est devenu indispensable. L'entreprise dépend encore très largement de fabricants chinois, un risque dans un contexte de tensions commerciales et de droits de douane mouvants. En s'associant à Samsung SDI, Tesla sécurise une production locale et renforce sa capacité à répondre à la demande croissante des entreprises d'IA, des opérateurs de réseaux et du secteur énergétique. Selon des informations relayées par Reuters, le contrat couvre trois années, avec une capacité de livraison pouvant atteindre 10 GWh par an.La collaboration entre Tesla et Samsung s'étend par ailleurs au-delà des batteries. Le groupe sud-coréen fabrique déjà les puces AI5 et AI6 destinées aux futurs projets de Tesla, du robot humanoïde Optimus au service de robotaxi Cybercab. Elon Musk salue régulièrement ce partenariat, qu'il décrit comme « une véritable collaboration », au point d'annoncer qu'il inspectera lui-même la fonderie Samsung de Taylor, au Texas. Sans surprise, l'annonce a fait bondir l'action Samsung SDI de plus de 8 % avant de se stabiliser. Les marchés voient dans ce rapprochement un moteur puissant pour la croissance du groupe coréen — et une nouvelle étape dans la stratégie d'indépendance énergétique de Tesla. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.
New provisional data from EirGrid shows that 43% of electricity in October came from renewable sources. The majority of renewable energy generated last month came from windfarms, which accounted for 36% of all electricity used in Ireland. Meanwhile, grid-scale solar made up around 2%.2 Total generation from wind energy amounted to 1073 GWh (Gigawatt hours) in October, compared to 920 GWh in September. Electricity system demand for the month stood at 2969 GWh, up slightly from September.3 This compares with official metered data which shows that system demand in October 2024 was 2,877 GWh. This data also shows that 41.5% of electricity came from renewables, with 35% of demand being met by wind energy and 1.1% from grid-scale solar, in October last year. Gas generation accounted for 39% of all electricity used in October and 16% was imported via interconnection. EirGrid recently released its annual Winter Outlook which helps to inform the electricity industry and supports preparation for the coming months. The 2025/26 report covers the period from 3 November 2025 to 5 April 2026. The analysis of Ireland's peak demand over winter indicates that a 1°C decrease in outside temperature results in a 55 MW increase in peak demand, reflecting the fact that electricity demand is heavily influenced by weather conditions. Commenting on the data, Diarmaid Gillespie, Director of System Operations at EirGrid, said: "Wind energy accounted for the majority of renewable generation in October, with total generation from wind energy amounting to 1,073 GWh (Gigawatt hours) over the month. "As we would expect at this time of year, we saw an increase in demand for electricity as we head into the colder months and darker evenings. We recently released our Winter Outlook, which forecast that there will be adequate generation capacity and a reduced risk of system alerts in the coming months."
Tim Rossetti, CEO & President of Sabre Industries, joins JSA TV at DCD Virginia to discuss how their deep expertise in engineered, integrated solutions is accelerating deployment and solving key challenges for hyperscalers.Sabre is leveraging the critical knowledge from deploying over 13 GWh of BatteryEnergy Storage (BESS) solutions to bring next-level reliability and scalability to data centers.In this interview, you'll learn:● How factory integration is reducing construction timelines.● How BESS knowledge transfers to data center power infrastructure.● The trends driving demand for engineered solutions.● How AI is impacting infrastructure design at Sabre.Watch now!
Tu Le and Lei Xing dive into one of the busiest weeks yet in the global EV world — from corporate drama to policy blueprints shaping the next 15 years.
The American grid faces a triple threat: climate disasters, explosive AI data center growth, and mass electrification. Paul Gerke, Content Director for Renewables at Clarion Events and host of Factor This podcast, breaks down how batteries, microgrids, and smart grid technology provide the path forward for grid resilience and reliability.Paul leads content strategy for Factor This, the rebranded home of three legacy energy publications: Renewable Energy World, Power Grid International, and Hydro Review. He covers utility innovation, grid modernization, and clean energy deployment through both written journalism and weekly podcasting.Key Discussion Points:The three forces stressing the grid: climate shocks, electrification of everything, and AI data centers driving 30-fold load growthWhy the regulated utility monopoly model must transform to meet modern challengesHow microgrids and battery storage deliver critical resilience during extreme weather eventsTexas ERCOT success story: 50% clean-powered, handling record heat without blackoutsAir conditioning will drive more load growth than data centers over the next 30 yearsBlue Oval Initiative: Ford is building 120 GWh of domestic battery manufacturing capacityState-level leadership: California, New York, Illinois, and Massachusetts are driving grid innovationClean energy economics: 90% of new generation is renewables, winning on cost without subsidiesPolitical power gap: Clean energy invests 1/20th of what fossil fuels spend on political influenceThe grid transformation is already underway. Utilities that break down silos and adopt batteries, microgrids, and smart technology will lead. Those that resist will fall behind as extreme weather, soaring demand, and economic reality force change.You can find Paul Gerke here. LinkedIn: https://www.linkedin.com/in/paulrgerke/Factor This B2: https://www.renewableenergyworld.com/podcasts/YouTube: https://www.youtube.com/playlist?list=PLB8XYCq2Wah9nfI7olK6If7DPUZADfYnZ Support the showConnect with Tim Clean Power Hour Clean Power Hour on YouTubeTim on TwitterTim on LinkedIn Email tim@cleanpowerhour.com Review Clean Power Hour on Apple PodcastsThe Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: CleanPowerHour@gmail.com Corporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/The Clean Power Hour is brought to you by CPS America, maker of North America's number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com
Can you help me make more podcasts? Consider supporting me on Patreon as the service is 100% funded by you: https://EVne.ws/patreon You can read all the latest news on the blog here: https://EVne.ws/blog Subscribe for free and listen to the podcast on audio platforms: ➤ Apple: https://EVne.ws/apple ➤ YouTube Music: https://EVne.ws/youtubemusic ➤ Spotify: https://EVne.ws/spotify ➤ TuneIn: https://EVne.ws/tunein ➤ iHeart: https://EVne.ws/iheart BYD YANGWANG U9 XTREME SETS NÜRBURGRING RECORDS https://evne.ws/3WOomPY BYD PREVIEWS JAPAN K‑CAR MODEL https://evne.ws/48BImg2 CHINA NEV AVERAGE PRICE DROPS TO RMB 158,000 https://evne.ws/4qlTFiL CHINA NEV PRODUCTION, SALES HIT RECORD https://evne.ws/4qspl6k CHINA'S EV CHARGING NETWORK HITS 18.06M https://evne.ws/3JlhCGd CHINA'S EV BATTERY OUTPUT HITS 1,122 GWH https://evne.ws/4opdeos CHINA PRIORITIZES ADVANCED MANUFACTURING INVESTMENT https://evne.ws/4nW6ajs GWM TANK 400 UPDATE STARTS PRE-SALES https://evne.ws/4hn2Zir MG4 530 SMART EDITION SWITCHES TO CATL https://evne.ws/4qlToML OMODA 4: COMPACT SUV WITH EV OPTION https://evne.ws/48ZOsqT DONGFENG ADVANCES SOLID-STATE BATTERY R&D AND SUPPLY CHAIN https://evne.ws/43nG9kO NEXPERIA CHINA DEFIES DUTCH HEADQUARTERS https://evne.ws/4oRq9A7
In October 2025's Recharge podcast, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) unpack takeaways from LME Week and what they mean for the battery value chain, including: The split views on lithium—bulls vs bears—and why inventories over the next 2–3 months will be decisive EV demand dynamics: China's scrappage scheme effects, BEV vs PHEV trends, and the surge in ROW sales driven by Chinese exports (BYD, new EU/LatAm plants) China's new export controls on advanced LFP and graphite, the West's exposure to Chinese anode supply, and the case for building an independent NMC-led supply chain in Europe/US The funding gap for battery raw materials projects and whether price floors/industrial policy can unlock capital NMC vs LFP in Western markets and the rise of mixed-chemistry packs Sodium-ion reality check—costs, performance, and supply-chain hurdles (hard carbon) vs LFP ExxonMobil's push into synthetic graphite via Superior Graphite and the potential to scale non-Chinese anode supply ESS going “gangbusters”: China's ~180+ GWh target, Middle East mega-projects, and implications for global cell availability and integrator business models
Technovation with Peter High (CIO, CTO, CDO, CXO Interviews)
1021: Is your infrastructure ready to flex? In this episode of Technovation, Manish Kumar, EVP of Digital Energy at Schneider Electric, explains how buildings can become interactive energy assets with the help of AI, real-time data, and distributed energy systems. He shares the strategy behind Schneider's Energy Command Center model, which reduced energy use by 25 GWh across 23 buildings, and outlines how AI can be deployed both locally and enterprise-wide to drive sustainability and efficiency.
We are back with an epsiode packed with news for you. 00:02:21 | Italy's MACSE auction — how 10 GWh of storage cleared at rock bottom prices, why Enel dropped a smaller unit, and what thin margins and grid timing mean for delivery and the next rounds.00:13:15 | Offshore Wind — UK's permitting delays for the Five Estuaries, Outer Dowsing, and Morecambe wind farms; Poland's push to fast-track its Baltic Sea auctions amid political tension; and Lithuania's faltering tender that left Ignitis the lone bidder, exposing a fragile regional market. 00:31:51 | Green steel — Stegra's flagship green steel project wrestles with a funding gap, temporary gas use and heavier in house logistics, testing whether Europe can bank hydrogen based steel at scale. Reach out to us at: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratiaListen to all our episodes on Apple Podcasts, Spotify, and other providers. Music credit: NDA/Show You instrumental/Tribe of Noise©2025 inspiratia. All rights reserved.This content is protected by copyright. Please respect the author's rights and do not copy or reproduce it without permission.
The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Shoot us a Text.Episode #1162: Tesla posts a surprise Q3 sales record, $1,000 car payments are becoming the new normal, Meta plans to use AI chats to make ad targeting more personal than ever.Show Notes with links:Tesla delivered a surprise Q3 record after a rocky first half of the year, beating Wall Street expectations with nearly half a million EVs sold. But with the federal EV tax credit now gone, the question is whether momentum can carry into Q4 and beyond.Tesla delivered 497,099 vehicles, topping estimates of 456,000 and reversing two quarters of declines.Model 3 and Y deliveries rose 9%, while other models dropped 30%.Tesla's energy business hit a record, nearly doubling storage deployments to 12.5 GWh.Rivian also posted a 32% bump, delivering 13,201 EVs in Q3.What used to be unthinkable is now routine: the $1,000-a-month car payment. Nearly one in six new-car buyers are signing up for four-figure notes, a trend driven by rising prices, interest rates, and longer terms — reshaping affordability conversations across the showroom floor.In 2015, only 2.4% of buyers paid $1,000+; that number hit 16.6% in JulySUVs (53%) and pickups (37%) dominate these deals; 5% of all $1,000+ buyers drove off in an F-150.Buyers today face average loans near $42K at 6.8% interest, compared to $28K at 3.9% a decade ago.Longer terms now stretch over 68 months on average, nearly a year longer than 2015.“There are some that are very shocked by the payment,” said Cody Anderson, GSM at Freedom Ford. “Their payment thought process is five years ago compared to now.”Meta is about to supercharge its ad business by tapping into conversations people have with its AI chatbot. Starting December 16, chats with Meta AI will help determine not just what ads users see, but what content fills their feeds across Facebook, Instagram, and WhatsApp.Meta AI chats will feed new ad-targeting signals, similar to posts, likes, and connections.Example: Talk about hiking → expect more hiking ads and related content.The company stresses sensitive topics (politics, religion, health, etc.) won't be used for targeting.Meta earned $46.5B in ad revenue last quarter, up 21% YoY.“Interactions with AIs will be another signal we use to improve people's experience,” Meta said.0:00 Intro with Paul J Daly and Kyle Mountsier1:35 The huge news out of More Than Cars2:48 Tesla Sets Delivery Record5:35 Nearly 17% of Car Payments are $10008:45 Meta Will Use AI Searches To Target Ads To UsersJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/
The total amount of grid-scale solar energy produced in 2024 was surpassed five months early in July of this year, EirGrid has confirmed. Official metered data shows that by the end of July this year, 753 Gigawatt hours (GWh) of solar energy had been supplied on the grid, up from a total of 659 GWh for the whole of 2024. EirGrid's National Control Centre carries out the complex task of balancing the supply of solar energy alongside conventional generation sources and other renewable resources such as wind power to ensure that demand can be met. The new yearly record comes against the backdrop of a series of solar activity peak records set over the course of the summer, with the highest level of 798 Megawatts (MW) recorded at 3 pm on Wednesday, 9 July. Megawatt (MW) values provide snapshots of electricity demand at a particular moment in time, whereas Gigawatt Hours (GWh) reflects electricity use over a longer period. Meanwhile, the latest provisional data from EirGrid shows that 35% of electricity came from renewables in August. Overall, 27% of electricity in August came from wind, with 5% coming from solar. Gas was the single largest source of electricity generation for the month at 45%, with 19% coming from imports. Overall electricity system demand stood at 2,704 GWh for August, down slightly from July. Commenting on the data, Diarmaid Gillespie, Director of System Operations at EirGrid, said: "While the overall percentage for solar power remains relatively small compared to some other sources of generation, its strong growth has marked an evolution in Ireland's fuel mix. This has been driven by progress in connecting large-scale solar energy to the national electricity grid in recent years." More about Irish Tech News Irish Tech News are Ireland's No. 1 Online Tech Publication and often Ireland's No.1 Tech Podcast too. You can find hundreds of fantastic previous episodes and subscribe using whatever platform you like via our Anchor.fm page here: https://anchor.fm/irish-tech-news If you'd like to be featured in an upcoming Podcast email us at Simon@IrishTechNews.ie now to discuss. Irish Tech News have a range of services available to help promote your business. Why not drop us a line at Info@IrishTechNews.ie now to find out more about how we can help you reach our audience. You can also find and follow us on Twitter, LinkedIn, Facebook, Instagram, TikTok and Snapchat.
This week's episode of The Hydrogen Podcast takes you across North America and beyond, spotlighting where hydrogen is advancing—and where it's hitting hard roadblocks.
UN Secretary General António Guterres proclaims that the fossil fuel era is fading and the clean energy age is rising. Vietnam is banning gas-powered motorcycles in downtown Hanoi by 2026. Meanwhile, a new electric scooter hits 100 mph, and China begins building the world's largest hydroelectric dam. Support The Clean Energy Show on Patreon for exciting perks! Also on the show:
NIO vs XPeng - the battle for Chinese EV dominance just got more interesting! While XPeng scrambles to develop hybrid vehicles (literally spotted at gas stations now!), NIO is building long-term infrastructure that could dominate the next decade.In this episode of Courtside Financial, I break down why NIO's Mirattery battery asset management company securing additional Series C funding from founding shareholders is HUGE news that most retail investors are missing. We're talking about 27 GWh of battery assets under management, 350,000+ users served, and strategic moves that separate real companies from market followers.What You'll Learn:Why plug-in hybrid sales are crashing in China (31% growth vs 151% previously)How XPeng's pivot to hybrids reveals strategic panic, not visionWhy NIO's Battery-as-a-Service infrastructure is the real competitive moatThe Mirattery financing details everyone's overlookingWhy pure EVs are accelerating past hybrids in China's marketKey Topics Covered:NIO stock analysis and long-term thesisXPeng strategic pivot analysisChinese EV market trends and dataBattery-as-a-Service business model breakdownInfrastructure investments vs quarterly delivery obsessionWhy being contrarian on NIO could pay off bigThe Chinese EV market is returning to pure electric dominance, and companies with real infrastructure advantages are separating from those still figuring out their technology strategy. This isn't just about monthly delivery numbers - it's about who's building sustainable competitive advantages for the next decade.Perfect for NIO investors, Chinese EV stock followers, and anyone interested in understanding the deeper business strategies that actually create long-term value in the electric vehicle revolution.Related Keywords: NIO stock, XPeng analysis, Chinese EV stocks, battery swapping technology, EV infrastructure investments, pure electric vs hybrid vehicles, Mirattery financing, CATL partnerships
The automotive industry just witnessed a historic collapse that could reshape the entire EV landscape - and NIO investors need to understand what this means RIGHT NOW. GAC Fiat Chrysler just became the first joint venture to declare bankruptcy in the 21st century, but here's the shocking part: this massive failure is actually BULLISH for NIO's future.In this deep dive analysis, we break down:
The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Shoot us a Text.Episode #1090: Toyota leads with heart in Texas, Redwood supercharges old EV batteries for AI, and deepfake fraud hits a chilling milestone. Show Notes with links:Following catastrophic flooding, Toyota is stepping up big for its home state, pledging over $600,000 in aid to support the Kerr County Flood Relief Fund and various on-the-ground recovery efforts.TMNA is joining forces with Toyota Financial Services, Gulf States Toyota, Southeast Toyota, and dealers nationwide.On top of the $600K, TMNA will match contributions up to $10,000 for eligible Toyota and Lexus dealers donating to flood relief charities and will double all U.S. team member contributions directed to disaster relief.Relief includes financial assistance, donation drives, and payment relief for impacted customers.“When disasters like this occur, it's important to help our neighbors and communities in their time of need,” said TMNA CEO Ted Ogawa.Redwood Materials, led by former Tesla co-founder JB Straubel, is giving EV batteries a second life—this time fueling the AI revolution with renewable power.In the Nevada desert, Redwood built a 12 MW/63 MWh microgrid from 792 repurposed EV battery packs from automakers like Toyota, GM, and VW, which is enough to power 4,000 homes continuously for about 5 hours.The system powers an AI data center using only a 33-acre solar array—no grid connection, no permits, no backup generators.With AI data centers projected to consume 12% of U.S. electricity by 2028, second-life batteries are gaining traction as scalable, fast-to-deploy storage.Redwood expects to deliver over 5 GWh of repurposed storage capacity in the next 12 months.“You can deploy this very fast,” said Straubel. “We'll absolutely see much larger deployments of this.”(Since they are powering an ai data center…speaking of ai)A new wave of AI voice cloning fraud has hit an alarming milestone: impersonating a U.S. Secretary of State. The attack duped global leaders—and required just seconds of audio.In June 2025, a cloned voice of Marco Rubio was used to contact five officials via Signal.Victims included a U.S. governor, a member of Congress, and three foreign ministers.FBI warnings have cited a surge in AI-driven impersonation scams since April.Past heists include $243K from a UK energy firm and $35M from a UAE bank.Deepfake losses could hit $40B by 2027. Humans detect fake voices only half the time.“It's not a matter of if, but when,” security experts warn.0:00 Intro with Paul J Daly and Kyle Mountsier1:22 Announcements3:05 Toyota Donates $600K To Texas Relief Efforts6:40 Redwood Materials Recycled EV Batteries Powers AI Data Centers11:26 MarcJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/
Support us on Patreon and grab some merchThe merch is flying off the shelves (and into Summerupperer mailboxes near and far!). The website is live (and functional!) and the bonus episodes are tastier than Tennant's home baked maruspice cookies. Join the Super Summerupperer secret society at www.letmesumup.net and click “Support LMSU” to get your fortnightly BoCo fix. Because THERE. IS. (STILL). TOO. MUCH.—This week your intrepid hosts are joined by newly minted Grattan Institute Energy & Climate Program *Director* Alison Reeve to unpack the Productivity Commission's climate musings and a spicy new paper from Dr. Ron Ben-David that dares to ask: that gas network RAB is kind of annoying... what if we just sold it?But first... are the folks at the PC drinking the Abundance KoolAid? Investing in Cheaper, Cleaner Energy and the Net Zero Transformation is one of five pillars the PC is working on to inform the Treasurer's upcoming and very exclusive ROUNDTABLE lock-up/love-in on productivity. What's on the menu? Reducing the cost of meeting carbon targets, speeding up energy infrastructure approvals and unlocking private investment in adaptation. Frankie smells a Cabinet book club. Alison wants to know why we're not talking about construction productivity across sectors. All of us want more than vibes and vertical silos but agreed giving adaptation some love is overdue!Our main courseIf the Gas RAB is a 500 lb gorilla and is in desperate need of slimming down, who's paying the bills for Ozempic? In his paper ‘The 500 lb gorilla of the gas transition, or: Confronting the regulatory asset base (RAB) problem', Ron Ben-David proposes a bold fix for the gas death spiral with his characteristic panache: Revalue the gas RAB every five years, carve off the stranded value into a new financial asset (opening up an exciting branding opportunity – Delta Assets RAB Bucks, or RABcoin - take your pick!) and then auction it off. Is this Saving consumers by slugging (the same) consumers? Tennant reckons financialisation would lead to better transparency. Frankie suggests networks surely can't have their cake and eat it too. Alison thinks it's brilliantly clever, but who's buying? Luke declares it's so confusing and opaque, it just might work!One more thingsAlison's One More Thing is: A very happy anniversary to the RET, whose legislation was introduced to Parliament on 22 June 2000. Little did they know that 9500 GWh would lead to so much more…Tennant's One More Thing is: a li'l bright spot in the USA, where Fervo Energy is making geothermal advances galore. Watch this space!Frankie's One More Thing is: The Australian Sustainable Finance Taxonomy is here! Congrats to the ASFI team for launching this important work.Luke's One More Thing is: Hugh White's new Quarterly Essay, Hard New World: Our Post American Future. That's it for now, Summerupperers. There is now a one-stop-shop for all your LMSU needs: head to www.letmesumup.net for merch, back episodes, and your chance to leave us a voicemail. And remember: if you're not wearing your LMSU tee while listening to us talk about LMSU tees, are you even summing it up?
Solar power reached its highest recorded figure on the national electricity grid in May, while overall, almost a third of electricity came from renewable sources last month, according to provisional data from EirGrid. EirGrid is responsible for operating, developing and enhancing Ireland's electricity grid and market. It balances electricity supply to customer demand in real time from the National Control Centre. 173,163 MWh (megawatt hours) of electricity was produced from grid-scale solar in May, representing 6.5% of electricity generated for the month. For context, in May 2023, 2.7% of all electricity came from solar power, accounting for 71,731 MWh of electricity. There were also a number of new peaks for grid-scale solar activity for a one-minute period, reaching 755 MW at one point on the 17th of May 2025, beating the record of 752 MW set two days earlier on the 15th of May. The previous record of 750 MW was recorded on March 24th 2025. This followed a new peak wind power record on the grid set in February. Of the 32.5% of electricity generated from renewables in May, the majority came from wind, which accounted for 22.5%, while 6.5% came from solar, and the remainder of renewable generation came from other sources, including hydro and biomass. Looking at the rest of the fuel mix, gas generation accounted for 39% of the electricity produced, with 22.8% being imported via interconnection, 4.6% coming from coal, and the remaining 1.1% from other sources. Overall electricity system demand was 2,671 GWh for May 2025, similar to 2,679 GWh in May 2024. Currently, the electricity grid can accommodate up to 75% of electricity from renewable sources at any one time: what is known as the system non-synchronous penetration (SNSP) limit. EirGrid is rolling out an unprecedented programme of grid reinforcements, upgrades and new infrastructure across the country, enabling the connection of further generation sources to maintain a secure and reliable power supply. Diarmaid Gillespie, Director of System Operations at EirGrid, said: "While onshore wind remains the prominent renewable source of electricity in Ireland, solar power has become a notable feature of the Irish power system over the last two years in particular, and we may see further records being reached over the coming summer months. We also continue to see electricity imports contributing significantly to our fuel mix in meeting electricity demand. Operating a power system with electricity generated from variable renewables such as wind and solar, mixed with conventional generation, is complex and technically very challenging. To maintain stability on the grid, EirGrid engineers need to be able to adjust to and meet fluctuating energy demand with supply at all times." More about Irish Tech News Irish Tech News are Ireland's No. 1 Online Tech Publication and often Ireland's No.1 Tech Podcast too. You can find hundreds of fantastic previous episodes and subscribe using whatever platform you like via our Anchor.fm page here: https://anchor.fm/irish-tech-news If you'd like to be featured in an upcoming Podcast email us at Simon@IrishTechNews.ie now to discuss. Irish Tech News have a range of services available to help promote your business. Why not drop us a line at Info@IrishTechNews.ie now to find out more about how we can help you reach our audience. You can also find and follow us on Twitter, LinkedIn, Facebook, Instagram, TikTok and Snapchat.
How are Fluence, Excelsior Energy Capital, & Cordelio Power scaling grid battery storage — while navigating policy uncertainty, domestic content requirements, and O&M challenges? In this Green Light episode, Catherine spoke with Kaumil Shah, Senior Director at Fluence, at Solarplaza's Asset Management North America (AMNA) conference in San Diego to discuss:New storage partnerships with Excelsior Energy Capital on 2.2 GWh of U.S. projects and with Cordelio Power on 1 GWh across three sitesPG&E's use of Fluence Mosaic to optimize market participation for the 183 MW / 730 MWh Elkhorn BESSWhat the team learned optimizing availability at Hazelwood BESS with ENGIE and Eku EnergyThe impact of policy uncertainty and domestic content pressures on storage business modelsBest practices for global BESS O&MAdvice for professionals looking to break into & excel within energy storageIf you work in energy storage, grid tech, or clean energy development, you'll be sure to take away valuable insights from this conversation.If you're a clean energy employer & need help scaling your workforce efficiently with top staff, contact Catherine McLean, CEO & Founder of Dylan Green, directly on LinkedIn: https://bit.ly/3odzxQr. If you're looking for your next role in clean energy, take a look at our industry-leading clients' latest job openings: bit.ly/dg_jobs.
Electricity demand in April dropped to the lowest level since September following a winter period which saw new demand peaks recorded, provisional data from grid operator EirGrid shows. Overall electricity system demand stood at 2,792 GWh (Gigawatt Hours) for April - one of the only months since September where demand fell below the 3,000 GWh mark, alongside February which is a shorter month. For comparison, demand in November, another 30-day month, stood at 3,010 GWh. As forecast in EirGrid's annual Winter Outlook report, electricity demand was strong across this period, with peak demand passing the 6,000 MW (Megawatt) mark for the first time on 8 January during a particularly cold period. Megawatt (MW) values provide snapshots of electricity demand at a particular moment in time, whereas Gigawatt Hours (GWh) reflects electricity use over a longer period. Demand in April Wind power met 27% of electricity demand in April, while solar power provided for 4% of electricity used across the country. Gas was again the single biggest source of electricity generation for the month at 41.5%, and electricity imported via interconnection met 16.5% of demand. Alongside renewables, gas-powered generation and interconnection are important contributors towards meeting system demand, particularly at times of low renewable availability. Diarmaid Gillespie, Director of System Operations at EirGrid, said: "We're seeing the demand profile for electricity change somewhat as the warmer weather and longer days reduces the need for heating and lighting, with electricity demand in April dropping back down below the 3,000 Gigawatt Hour mark following the expected winter peaks in previous months. As we come towards summer we'll continue to rely on a mix of generation sources to maintain a stable supply of power on the electricity grid." More about Irish Tech News Irish Tech News are Ireland's No. 1 Online Tech Publication and often Ireland's No.1 Tech Podcast too. You can find hundreds of fantastic previous episodes and subscribe using whatever platform you like via our Anchor.fm page here: https://anchor.fm/irish-tech-news If you'd like to be featured in an upcoming Podcast email us at Simon@IrishTechNews.ie now to discuss. Irish Tech News have a range of services available to help promote your business. Why not drop us a line at Info@IrishTechNews.ie now to find out more about how we can help you reach our audience. You can also find and follow us on Twitter, LinkedIn, Facebook, Instagram, TikTok and Snapchat.
From a 7.5 GWh partnership with LG, to a solar+storage sub-portfolio sale to BlackRock, a 2 GW agreement with Heliene, & the launch of Lydian Energy, Catherine McLean spoke with Anne Marie Denman, Co-Founder & Partner at Excelsior Energy Capital, about what's driving one of clean energy's most active infrastructure funds. They also covered:⚡ Why she believes renewables will thrive under Trump⚡ Her journey from Big Law to founding Excelsior⚡ How Excelsior is de-risking supply chains through domestic manufacturing⚡ Her candid take on DEI in a politicized climate⚡ Balancing parenthood, leadership, and building authentic teamsIf you're a clean energy employer & need help scaling your workforce efficiently with top tier staff, contact Catherine McLean, CEO & Founder of Dylan Green, directly on LinkedIn: https://bit.ly/3odzxQr. If you're looking for your next role in clean energy, take a look at our industry-leading clients' latest job openings: bit.ly/dg_jobs.
From arbitraging volatility and unlocking grid stability, battery energy storage is playing an increasingly central role in power markets. But even the most well optimized units can fall short of their potential if one key metric is off: state of charge (SOC). Get it wrong, even slightly, and the revenue losses can be staggering.State of charge is hard to measure accurately - errors can compound over time, and what operators do to improve performance can make huge differences in profitability. Whether you're an asset owner, optimiser, or just want to understand the real-world constraints behind battery revenue models, this conversation is packed with detail and lessons that could change how you think about storage strategy.In this episode of Transmission, Quentin sits down with Blake Rector, Director of Markets and Optimization at Powin explore the nuances of SOC. Over the course of the conversation, you'll hear about:Why state of charge matters: How even a 1% error in SOC estimation can significantly reduce revenue from energy trading and grid services.Operational vs. theoretical capacity: The difference between nameplate and usable capacity, and why operators often leave value on the table.Forecasting and dispatch constraints: Why better SOC management means more flexibility and higher earnings in volatile markets.Hardware vs. software approaches to SOC: What Powin has learned about algorithmic improvements, calibration strategies, and real-time feedback loops.Powin's scale and strategy: With 17 GWh online or under construction, what's next for one of America's fastest-growing battery OEMs?About our guestBlake Rector is Director of Markets and Optimization at Powin, where he leads the company's efforts to maximise the performance and revenue of battery energy storage systems across multiple markets. With a background in energy markets, analytics, and operational strategy, Blake focuses on the interface between algorithmic control, asset health, and market opportunity.Powin is a U.S. based global energy storage platform provider specializing in fully integrated, utility-scale battery energy storage systems. With over 17 GWh of systems deployed or under construction worldwide, Powin delivers scalable solutions that enable the transition to clean, reliable, and affordable energy. For more information, head to their website. About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage solutions understand the market - and make the most out of their assets.All of our podcasts are available to watch or listen to on the Modo Energy site. To keep up with all of our latest updates, research, analysis, videos, podcasts, data visualizations, live events, and more, follow us on LinkedIn or Twitter. Check out The Energy Academy, our bite-sized video series breaking down how power markets work.
From arbitraging volatility and unlocking grid stability, battery energy storage is playing an increasingly central role in power markets. But even the most well optimized units can fall short of their potential if one key metric is off: state of charge (SOC). Get it wrong, even slightly, and the revenue losses can be staggering.State of charge is hard to measure accurately - errors can compound over time, and what operators do to improve performance can make huge differences in profitability. Whether you're an asset owner, optimiser, or just want to understand the real-world constraints behind battery revenue models, this conversation is packed with detail and lessons that could change how you think about storage strategy.In this episode of Transmission, Quentin sits down with Blake Rector, Director of Markets and Optimization at Powin explore the nuances of SOC. Over the course of the conversation, you'll hear about:Why state of charge matters: How even a 1% error in SOC estimation can significantly reduce revenue from energy trading and grid services.Operational vs. theoretical capacity: The difference between nameplate and usable capacity, and why operators often leave value on the table.Forecasting and dispatch constraints: Why better SOC management means more flexibility and higher earnings in volatile markets.Hardware vs. software approaches to SOC: What Powin has learned about algorithmic improvements, calibration strategies, and real-time feedback loops.Powin's scale and strategy: With 17 GWh online or under construction, what's next for one of America's fastest-growing battery OEMs?About our guestBlake Rector is Director of Markets and Optimization at Powin, where he leads the company's efforts to maximise the performance and revenue of battery energy storage systems across multiple markets. With a background in energy markets, analytics, and operational strategy, Blake focuses on the interface between algorithmic control, asset health, and market opportunity.Powin is a U.S. based global energy storage platform provider specializing in fully integrated, utility-scale battery energy storage systems. With over 17 GWh of systems deployed or under construction worldwide, Powin delivers scalable solutions that enable the transition to clean, reliable, and affordable energy. For more information, head to their website. About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage solutions understand the market - and make the most out of their assets.All of our podcasts are available to watch or listen to on the Modo Energy site. To keep up with all of our latest updates, research, analysis, videos, podcasts, data visualizations, live events, and more, follow us on LinkedIn or Twitter. Check out The Energy Academy, our bite-sized video series breaking down how power markets work.
Follow on YouTube | Listeners SurveyCheck Out Our Sponsors! * Goodwin: The Law Firm of Choice for ClimateTech Entrepreneurs * ErthTech Talent: Affordable CleanTech Search FirmWhat's up, everyone! Today, we have a great episode with Danny Lu from Powin. Powin is a leading provider of BESS, w/ 8 GWh of systems built and 9 in the pipeline. As the Trump admin pushes for more drilling and a seemingly anti-clean energy policy (despite that not being the definition of abundance) we are seeing the value of battery storage. Prior to tariffs, building a speaker plant would be more expensive and take longer than building energy storage systems to manage grid flexibility issues. (It's tbd what the situation will be with huge Chinese tariffs). Powin has years of experience working in this space to solve supply chain issues and is always improving its business to adapt to whatever battery chemistry is most feasible and affordable for its clients. Given all this, it was great to speak with someone who can help us understand where the market is going and what the key challenges and opportunities are that lie ahead. Want to access all our content? Upgrade to paid today. Act fast! Annual subscriptions increase to $100 on May 1st (currently $80).
The U.S. grid is facing its biggest stress test since WWII. The answer? Batteries.Joan White, Director of Storage & Interconnection Policy at SEIA, joins Nico on the PowerUp Live stage at RE+ Northeast to unpack the audacious 700 GWh storage deployment target laid out in SEIA's latest white paper. That's a 50% increase over the “business as usual” trajectory—and Joan believes it's not just possible, but necessary.As AI data centers, EV adoption, and manufacturing supercharge national energy demand, the grid must evolve. Energy storage isn't a luxury anymore—it's a requirement. Joan walks us through the policy levers, market dynamics, and cost curves shaping this once-in-a-generation energy transformation.
Tony Olivo and Ken Rahn from FlexGen join the conversation to discuss the evolution of energy storage and its role in grid stability. FlexGen has transitioned from a hardware-focused company to a software-first approach, helping utilities and developers optimize energy storage solutions.The discussion covers the challenges of communicating value in a complex industry, the growing importance of batteries in balancing supply and demand, and the future of renewable energy. Tony and Ken share insights into how FlexGen is solving real-world energy problems through advanced software and analytics.About Building Better:Building Better with Brandon Bartneck focuses on the people, products, and companies creating a better tomorrow, often in the transportation and manufacturing sectors. Previously called theFuture of Mobility podcast, the show features real, human conversations exploring what leaders and innovators are doing, why and how they're doing it, and what we can learn from their experiences. Topics include manufacturing, production, assembly, autonomous driving, electric vehicles, hydrogen and fuel cells, leadership, and more.About FlexGen:Based in Durham, N.C., FlexGen is an innovative software and services provider in the global energy storage sector. At the forefront of the energy transition, FlexGen leverages decades of engineering and software expertise to help shape the future of sustainable power both in the United States and globally.FlexGen's HybridOS™ software seamlessly integrates with any hardware vendor and with both traditional and renewable power sources. Their advanced analytics and AI-driven insights enable energy storage owners to effectively deploy diverse power market strategies, enhancing grid stability and increasing economic returns. With 1.5M hours of runtime and 8 GWh of energy storage systems managed with HybridOS™, FlexGen provides field-tested software and services solutions that are trusted by developers, utilities, government agencies, and industrial companies worldwide.Key Takeaways:FlexGen focuses on turning batteries on, keeping them operational, and extending their life.The company has evolved from hardware manufacturing to a software-first approach.Batteries play a crucial role in stabilizing the grid and managing energy supply and demand.Effective communication of value propositions is essential in the energy sector.The energy storage industry is influenced by the growth of electric vehicles and renewable energy sources.FlexGen aims to solve real-world problems in energy management.Understanding the character of energy is vital for effective grid management.The company is open to future opportunities beyond current technologies.Grid stability is affected by the balance of supply and demand.FlexGen's software can help utilities optimize their energy resources.About the Guests:Tony Olivo is the Senior Vice President of Software Engineering at FlexGen. With 17 years of experience in large-scale power conversion and energy storage systems, Tony leads the software development division for FlexGen's products in energy storage control, analytics, and orchestration. He holds a degree in Electrical Engineering from Rensselaer Polytechnic Institute and is the author of seven patents.Ken Rahn is the Vice President of Marketing and Customer Solutions at FlexGen. Based in San Francisco, he brings extensive experience in technology and leadership, with a background in organizational communications and biomaterials. His career began in the U.S. Navy, where he led a team of over 50 Nuclear Electronics Technicians. He has since held roles at NRG Energy, Medallia, and Iterable, navigating multiple pre-IPO to post-IPO transitions. Ken is excited about FlexGen's potential for explosive growth in the energy sector.Links & Resources:Learn more about FlexGen:FlexGen WebsiteAccess insights and downloads:FlexGen ResourcesShow Notes:brandonbartneck.com/buildingbetter/flexgen
The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Shoot us a Text.We're excited to get into this Wednesday with guest host Elena Ciccotelli of the EVs for Everyone podcast. Today, we're covering Toyota's battery investment in the US and China, the future of GM's Cruise robotaxi program and how Ford is planning on integrating EVs with a gas-powered generator for extra range.Toyota is accelerating its electrification strategy in both the U.S. and China with a significant investment in battery production and a focus on hybrid vehicles.Toyota will begin producing batteries at its new North Carolina factory in April, initially for hybrid vehicles, before expanding to full EV production.The Liberty, N.C., plant will start with three battery lines for hybrids, adding a fourth soon after. By 2030, it aims for 30 GWh capacity.Toyota is launching a wholly-owned subsidiary in China to build Lexus EVs, with a Shanghai plant capable of producing 100,000 vehicles per year starting in 2027.Toyota CFO Yoichi Miyazaki emphasized the importance of hybrid vehicles, stating, “Demand for hybrid vehicles is quite strong in the United States… We will solidify our production by producing batteries for hybrid first.”The company is keeping a cautious eye on potential new tariffs from President Donald Trump, preparing by focusing on shorter product lead times and flexible strategies.Nearly 2 months after announcing they would no longer fund autonomous vehicle subsidiary Cruise, GM is officially shutting down its robotaxi operations, leading to mass layoffs including CEO Marc Whitten and several top executives.The layoffs impact nearly half of Cruise's 2,100 employees, with affected staff receiving severance and benefits through April and LinkedIn Premium for a year to assist with the job search.GM has now fully absorbed Cruise, ending its robotaxi ambitions to focus on its hands-free driving system, Super Cruise, and future autonomous consumer vehicles.The shutdown follows an October 2023 safety scandal where a Cruise robotaxi ran over and dragged a pedestrian, leading to permit suspensions in California.Cruise had been working on safety upgrades, including "Project Rhino," a sensor system aimed at preventing incidents like the 2023 crash.Ford is betting on Extended Range Electric Vehicles (EREVs)—EVs with a gas-powered generator for extra range. This move aligns with Ford's focus on meeting consumer demand for EV efficiency without sacrificing range.Ford's EREV models will include Super Duty trucks, the F-150, Expedition, Explorer, Bronco, and Maverick.CEO Jim Farley was reportedly impressed by the success of EREVs in China and sees them as an affordable, practical alternative to full EVs.Ford expects the EREV versions within two years, but also expect confusion as dealers and buyers adjust to yet another drivetrain option.Finally, our editor friends at Cars.com released their ‘best of 2025” awards today and since we're talking EVs, let's talk about the 2025 Kia EV9Hosts: Paul J Daly and Kyle MountsierGet the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-email
Today's show sponsored by: Goldco — 10% Instant Match in BONUS SILVER, for qualified JLP Show listeners Learn more at https://JesseLovesGold.com or 855-644-GOLD JLP Wed 10-23-24 Hr 1 God loves all. Migrants, cartels. Calls: ex-Dem! BQ. Taxes for evil. Supers // Hr 2 Calls: Irritating mother. Steelers game? JLP army story. Call: Revenge? // Hr 3 Manhood Hour, Calls: Family court. FE. BQ. Women? Supers, Calls // Biblical Question: Why do you need anyone else's approval? TIMESTAMPS (0:00:00) HOUR 1 (0:03:56) Don't believe in perfect peace, anger-free life, loving all (0:11:51) Election, Migrants, cartels, politicians, electric bills (0:21:06) LULU, FL, 1st: Dem voting GWH. BQ. Stay with it. (0:24:21) BOND Archive: God so loved the world (0:26:09) EARL HUTCHINSON, MI: BQ (0:31:51) BOND: Love one another. Books (0:34:06) HOUSTON, Canada: BQ, they employ me! (0:36:58) MO, TX, 1st, black man for Trump (0:41:31) PATRICK, MA: Money, Bible: Taxes finance evil, Bitcoin (0:48:56) Supers: Wayward son… (0:54:00) NEWS: McD's E. coli (1:00:58) HOUR 2: No, señor! Cartels (1:03:52) Sean living off the land (1:06:16) MAKA, South Africa, 1st: Face, forgive parents. Overwhelming (1:26:31) WENDY, OH: Gal on field at Steelers game? (1:30:19) GoldCo sponsoring JLP! (1:33:56) WENDY: Stop whining, people. Get out and vote. (1:37:26) Supers… Jesse military rejection story… Hake, too (1:46:31) JOHN, PA, 1st: Why no revenge? Coworkers (1:54:00) NEWS: Experts claim Kamala economy beats Trump's (1:59:00) HOUR 3 (2:02:43) Manhood Hour: Something special about Trump (2:04:21) JOHN: Good call. (2:08:33) ROBERT, NM: BQ, shooting birds, squirrels, taxes (2:14:12) ARI, Canada: Fathers in court (2:24:44) SARAH, AZ: FE, no proof (2:31:36) Hake, Joel, BOND, Nick had Bill cohost (2:33:06) ANDREW, MN, BQ, doing it for God? Woman's purpose? (2:42:51) Supers: Women; in your head (2:48:13) IVAN, CA, 1st: Child's mother breakup (2:53:31) EROC, Los Angeles, 1st, beating myself down: Call tomorrow (2:55:21) Closing
JLP Mon 9-9-24 Female Monday. Hr 1 Why America's never coming back: 1: No men. 2: Govt takeover. GA shooter's father arrested. // Hr 2 CALLS: God did not create evil. Parents, no love. Father to blame? Evil Gov't! Supers… MARK: ready to live? // Hr 3 Newsom veto. 2042 minority rule. Calls… Men, take over. Supers… Joel Friday defends his position… // TIMESTAMPS (0:00:00) HOUR 1 — Female Monday (0:06:36) 1: Men under attack. No head. Woman's mindset. (0:12:10) 2: Govt takeover. People go along with it. (0:17:51) Colin Gray charged… Govt: You're next! (0:31:28) Spiritual reasons? Sad day in America … (0:34:27) Bit by bit, govt controls the people. (0:38:14) Colin Gray: Son frustrated (0:40:07) Can't hit a woman! … (0:41:53) "Bullying"… (0:43:29) Father and son hunting… (0:47:59) Experts' female advice; govt doesn't care (0:52:35) ARISTOTLE, Greece… (0:55:00) NEWS… HOUR 2 (1:03:20) ARISTOTLE: God did not create evil. (1:07:47) JOHN, TX: Parents have no love, even Christians. (1:12:44) BILL, Atlanta, 1st, gay, pro-Trump. Father to blame? (1:22:31) Godless body of people (1:25:10) Govt can arrest you: Hake (1:28:12) Supers… Fire Joel! (1:31:28) Super: Watch thoughts! Distrust them! Church. (1:38:59) Super: Jesus already returned; Floodgate of destruction! (1:41:33) MARK, WA, 1st, 66: Ready to live? (1:55:00) NEWS… HOUR 3 (2:03:33) Newsom vetoed illegal home loan bill (2:07:22) Bad news: 2042, no racial majority (2:14:46) JOSHUA, NY: Manly raising… GWH! (2:21:33) PATRICK, Denmark: Financial collapse? No. Men take over. (2:23:31) JACOB, UT, 1st: Wanna be a father, responsibility (2:31:40) Subscribe here… (2:33:56) JACOB: Want for nothing. Forgive mother? "To-do list" (2:40:55) JAMEEL, Canada: Fathers arrested (2:44:09) Supers: Praying family… Forgive; Joel; Work on self (2:48:29) Joel Friday: Arrest the parents! Supers… (2:56:21) Closing: Wake up. Forgive.
JLP Fri 8-23-24 Get-it-off-your-chest Friday! Created to serve? MHM: Theodore Roosevelt! Hr 1 Tax-funded group: $30K for non-citizens! JOSH: BQ; blacks created to serve whites? Supers… // Hr 2 JAY: TX going blue. SARAH: Mother turned me into her. Trump's life threatened. JESSE: sleep scared. // Hr 3 Men's History: Theodore Roosevelt! KENNY got neutered! Supers… Joel: Created to serve? JAZZ disobeys boyfriend… Supers… // Biblical Question: What's going on on Earth? TIMESTAMPS (0:00:00) HOUR 1 (0:04:27) Express Yours Friday: Grandmothers raising children, selfish mothers (0:06:59) Go within, live from there. Have no fear. (0:09:57) Tax-funded group: $30K to non-citizens. CA, OR, TX turning blue (0:20:20) JOSH, GA, BQ: Good, bad, ugly, walking on water (0:23:32) JOSH believes blacks created by God to serve whites (0:32:02) Announcements… TFS, Anthony Rogers… (0:35:16) Hake/Josh, SUPERS: Ronnie, Anchor Baby, BQ, thinking/seeing (0:50:15) JAMES, SD: BQ; thoughts going crazy (0:55:00) NEWS … HOUR 2 (1:02:39) Express Yourself: Joel term "boss babes." (1:05:55) JAY, TX: Colombian at DNC; Texas turning blue. Fighting back? (1:15:43) SARAH, MS: Wisdom. Prayer. (1:21:36) SARAH: Know thyself. Mother turned me into herself. (1:32:00) Announcements: PunchieTV, Uncle Tom II free on YT! (1:35:40) Concerned for Trump: Man in custody who threatened his life. (1:41:00) JESSE, MN, 1st: Sleep scared, wake up in a rut (1:43:58) JESSE: Why haven't you dropped anger? NGMI, trying to write a book (1:48:55) JESSE: Just like your mother! She tries! Forgive (1:50:50) Supers… whites, Noise and lies in my head, Irish, (1:55:00) NEWS… HOUR 3 (2:04:35) Men's History: Theodore Roosevelt, thank you! (2:14:25) They don't make 'em like that anymore. (2:15:25) KENNY, CO, 1st: You right on custody fights (2:19:10) KENNY: If you want to win, stop fighting. Got neutered! (2:21:50) KENNY on BQ: Pure hell. Was a boxer. (2:24:17) Supers: Be that as it may. JLP Donahue. Slap! (2:31:44) Announcements (2:34:41) Joel's shirt, Nick's (2:38:07) Joel: created to serve? Black quarterbacks? Michael Jordan? (2:44:50) JAZZ, MN, 1st, boyfriend told me to call. Issues… Disobeys. (2:47:15) JAZZ: Forgave mother! Drop the anger. GWH! (2:52:13) Supers: Mixed foster kids? Whites pushed around, etc. (2:57:28) Closing
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