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Kate Roncarati Paul is the head coach of the Northeastern University Equestrian Team and has led an IEA team since 2018—both heading to nationals this year. She began as a working student and competed primarily on the local circuit before studying equine science at Mount Ida College, where she captained the IHSA team. After college, she worked under her former coach, Julie Chandler (Kelly), and returned to Massachusetts in 2017 to rejoin her at Cranberry Acres in Marshfield, MA—now home to both her teams. This year marks a milestone, with Northeastern making its first-ever appearance at IHSA Nationals.
Today we're excited to welcome Patrick White, Group Lead for Fusion Energy Safety and Regulation at the Clean Air Task Force (CATF), and Nicholas McMurray, Managing Director of International and Nuclear Policy at ClearPath. Patrick recently joined CATF and leads the organization's international working group focused on fusion energy safety, waste, and non-proliferation. He holds a Ph.D. in Nuclear Science and Engineering from MIT and previously served as Research Director at the Nuclear Innovation Alliance. Niko is an expert in industrial policy, nuclear energy policy, and regulation. He has been with ClearPath since 2019 and formerly served as a Materials Engineer at the U.S. Nuclear Regulatory Commission (NRC). A few weeks ago, Veriten partnered with CATF and ClearPath to publish a paper calling out reforms to NRC processes and procedures to accelerate the deployment of new nuclear reactors; establishing a more efficient regulatory framework for new and advanced reactors (paper linked here). We were thrilled to host Patrick and Niko for a discussion on the paper and broader trends in the nuclear landscape. Brett Rampal, Senior Director of Nuclear and Power Strategy at Veriten, joined for the conversation and led Veriten's contribution to the paper. In our discussion, Patrick and Niko share background on their organizations' missions and long-standing support for nuclear. We explore the need to demystify and modernize NRC processes to accommodate next-generation nuclear technologies, challenges with current regulatory frameworks originally designed for traditional large light-water reactors, the role of licensing structures and the value of more flexible licensing pathways, and the motivation behind their recent paper, which aims to provide actionable, bipartisan policy suggestions to enable nuclear deployment at scale. We examine the historical development and regulatory evolution of power versus non-power reactor definitions, how those distinctions have blurred over time, the shift toward performance-based regulation, and the commercial implications of licensing small reactors under Class 103. We discuss the importance of consistent terminology and regulatory clarity in advancing new nuclear technologies, whether the NRC's internal culture can evolve to support faster deployment without compromising safety, the NRC's broader oversight role beyond reactors including medical and industrial applications of radioactive materials, and congressional support for NRC modernization. Patrick and Niko provide insights into international regulatory approaches, such as performance-based models used in the UK, France, and Canada, the critical need to earn public trust through rigorous and efficient safety regulation, the feasibility of President Trump's goal of having 10 new reactors under construction by 2030, challenges beyond regulation, and much more. We greatly enjoyed the conversation. To start the show, Mike Bradley noted that the S&P 500 closed modestly lower on the day, while crude oil prices caught a bid amid escalating tensions in the Mideast. On the bond front, the 10-year bond yield (~4.4%) has pulled back over the last few days as markets await the outcome of the June 18th FOMC rate decision meeting. Consensus is for no change in interest rates at this FOMC meeting, but a cut is expected at the September meeting. From a crude oil market standpoint, WTI price has spiked by >$10/bbl to ~$74/bbl over the last five trading days due to the Iranian-Israeli military conflict. While Veriten isn't in the business of making short-term crude oil price calls based on supply disruption threats, we continue to emphasize that global oil demand growth projections are a more vital determinant for intermediate-term oil prices. On the global S/D front, the IEA recently modeled global oil demand peaking in 2029 (China in 2027), contra
Enerji Günlüğü Haber Bülteni:Türkiye'nin ve Dünyanın Enerji Gündemienerjigunlugu.net
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。今天分享的内容叫伊以冲突利好油气核心公司最全梳理，来自兰板套利。油价波动的深层原因伊以冲突对原油供应产生了多方面的直接影响。伊朗是全球重要的石油生产和出口国，冲突爆发后，伊朗石油出口受阻风险急剧增加。一方面，以色列的军事打击可能破坏伊朗的石油生产设施，包括油田、炼油厂等。一旦这些设施受损，伊朗的石油产量将大幅下降，进而减少国际市场的原油供应。另一方面，霍尔木兹海峡作为全球石油运输的 “咽喉要道”，伊朗扼守此地。在冲突升级的紧张局势下，霍尔木兹海峡的运输风险大幅提升。若伊朗采取封锁海峡等极端措施，全球约 20% 的石油供应将面临中断危机，这无疑会给国际原油市场带来 “地震” 般的冲击。市场恐慌情绪和投资者预期也在油价暴涨中起到了推波助澜的作用。地缘政治冲突往往会引发市场的恐慌情绪，投资者对原油供应稳定性的信心受到严重打击。当伊以冲突爆发的消息传出，投资者纷纷担忧原油供应短缺，这种担忧转化为实际的市场行为，大量资金涌入原油期货市场，抢购原油期货合约，推动油价快速上涨。从以往类似地缘政治冲突的经验来看，2011 年利比亚战争期间，市场对利比亚石油供应中断的担忧，使得国际油价在短时间内大幅攀升。此次伊以冲突，投资者基于同样的恐慌心理和对未来原油供应短缺的预期，不断推高油价。油气产业链核心公司剖析上游：油气勘探与开采在油气产业链的上游，中石油、中石化、中海油这三家国企巨头无疑占据着主导地位。中石油，作为中国最大的石油和天然气生产商，其探明石油储量在 100 亿桶以上。在国内，大庆油田、长庆油田等陆上油田是其核心资源产地，多年来持续为国内提供稳定的油气供应。在国际布局上，中石油积极响应 “一带一路” 倡议，在中亚的哈萨克斯坦参与了阿克纠滨项目、PK 项目等，在伊拉克参与鲁迈拉油田项目。这些海外项目不仅为中石油带来了丰富的油气资源，也提升了其在国际市场的影响力。凭借雄厚的资金和先进的技术，中石油在勘探开采技术上不断突破，如在页岩气开采技术上取得重要进展，提高了开采效率和产量。伊以冲突爆发后，国际油价上涨，中石油作为油气生产企业，其销售收入和利润得到显著提升。不过，冲突也带来了一定风险，国际油价的大幅波动可能影响其未来的收益预期，同时，地缘政治的不稳定也可能对其海外项目的运营产生潜在威胁。中石化的石油储量约为 50 亿桶左右，资源主要集中在东部和南部地区，像胜利油田、中原油田等。中石化以炼化和销售业务见长，上游勘探开采业务相对中石油规模较小，但在技术创新上也不遗余力。其研发的高效采油技术，有效提高了油田采收率。在海外，中石化积极拓展油气资源，在中东、非洲等地参与多个油气项目，保障原油的稳定供应。伊以冲突导致油价上涨，中石化在油气开采业务上的收益增加，但其炼化业务成本上升，需要在成本控制和产品价格调整上寻求平衡。中海油专注于海上油气勘探开发，探明石油储量约为 30 亿桶左右，资源主要分布在渤海、南海和东海等海域。中海油在海上油气开发技术上优势明显，自主掌握 1500 米超深水钻井技术，全球首套 “深海油气 + 浮式风电” 一体化平台投运，大大降低了作业成本。在海外，中海油在澳大利亚、非洲和南美等地区拥有大量油气资源。伊以冲突使油价上升，中海油的海上油气开采业务利润大幅增长。但海上油气开采受地缘政治和国际油价波动影响较大，冲突带来的不确定性增加了其运营风险。除了国企巨头，通源石油、贝肯能源等民营企业也在油气上游领域展现出独特的竞争力。通源石油是射孔技术细分龙头，在北美市场射孔弹市占率超 20%。其研发的高密度复合射孔技术，能有效提升单井产量 30%，已获科威特国家石油公司批量采购。国内非常规油气开发补贴政策的实施，为通源石油带来了发展机遇，订单增速有望大幅提升。伊以冲突使国际油价上涨，油气开采企业对射孔服务的需求增加，通源石油订单量明显上升。但随着市场竞争加剧，通源石油需要不断提升技术水平，以应对来自国内外同行的竞争挑战贝肯能源是页岩气钻井服务领先者，在四川盆地页岩气钻井市场不断拓展，目标是到 2025 年市占率达到 30%。其自主研发的旋转导向系统精度达 0.1°，水平井钻井周期缩短至 25 天，较传统技术快 40%，大大提高了钻井效率和质量。贝肯能源积极拓展海外市场，中标乌兹别克斯坦 50 亿元钻井项目，计划 2025 年海外收入占比提升至 40%。伊以冲突推动油价上涨，刺激了油气开采投资，贝肯能源获得了更多钻井项目机会，但同时也面临着原材料价格上涨、汇率波动等风险。中游：油气炼化与运输油气产业链中游的炼化企业，恒力石化和荣盛石化是其中的代表。恒力石化作为民营炼化巨头，拥有完整的炼化一体化产业链。在原油价格波动的情况下，恒力石化通过优化采购策略，与全球主要原油供应商建立长期合作关系，确保原油稳定供应的同时，降低采购成本。在产品价格调整上，恒力石化根据市场需求和原油价格变化，灵活调整产品结构，提高高附加值产品的生产比例。例如，在油价上涨时期，增加化工产品的生产，减少成品油生产，以提高利润空间。伊以冲突导致油价上涨初期，恒力石化因原材料成本上升，利润受到一定挤压，但随着产品价格的调整和高附加值产品销量的增加，逐渐缓解了成本压力，利润开始回升。不过，原油价格的大幅波动仍然给恒力石化的成本控制和利润稳定带来挑战。荣盛石化同样构建了完善的炼化产业链，在原油采购上，利用自身规模优势，通过长期合同与现货采购相结合的方式，降低采购风险。在产品销售方面，荣盛石化积极拓展国内外市场，与众多下游企业建立紧密合作关系。面对伊以冲突引发的油价波动，荣盛石化加强内部管理，优化生产流程，降低生产能耗，提高生产效率，以消化成本上升压力。同时，加大研发投入，开发新产品，提高产品差异化竞争优势。然而，荣盛石化在油价上涨过程中，成本上升幅度较大，产品价格调整存在一定滞后性，导致利润空间受到一定压缩，需要进一步提升市场应对能力。在油气运输领域，中远海能和招商轮船是行业的重要力量。中远海能拥有庞大的油轮船队，在全球油运市场占据重要地位。随着伊以冲突升级，油轮运费上涨，中远海能的运输业务收入大幅增长。高盛发布研报指出，美国对俄罗斯能源部门的制裁导致油轮供应受限，运费有上升风险，这将进一步提升中远海能的盈利。但运费上涨也吸引了更多竞争对手进入市场，市场竞争加剧。此外，地缘政治冲突可能导致运输路线安全风险增加，如霍尔木兹海峡局势紧张，增加了油轮运输的不确定性。招商轮船同样拥有丰富的油运业务经验和优质船队资源。通过优化航线规划，提高船舶运营效率，招商轮船在油运市场保持较强竞争力。伊以冲突带来的运费上涨，使招商轮船业绩得到显著提升。但招商轮船也面临着船舶老化、环保要求提高等问题，需要不断投入资金进行船舶更新和技术改造，以满足市场需求和环保标准，保持市场竞争优势。下游：油气销售与服务在油气产业链下游的销售环节，中国石化销售公司和中国石油天然气销售公司占据着主导地位。中国石化销售公司拥有庞大的加油站网络，遍布全国各地，在油品供应上，凭借中石化强大的炼化能力，能够确保稳定的油品供应。面对伊以冲突导致的油价波动，中国石化销售公司在价格策略上采取灵活调整的方式。当油价上涨时，适当提高油品零售价格，同时推出优惠活动和增值服务，吸引消费者。在市场份额方面，凭借品牌优势和优质服务，巩固和扩大市场份额。但随着新能源汽车的发展和市场竞争的加剧，传统油品销售面临一定挑战，需要加快业务转型，拓展非油业务，如发展便利店、充电桩等中国石油天然气销售公司同样拥有广泛的销售网络和客户群体。在油品供应保障上，依托中石油的油气资源和炼化产能，确保油品的稳定供应。在价格策略上，与市场接轨，根据国际油价和国内市场情况进行调整。通过开展差异化营销活动，提升客户忠诚度，保持市场份额稳定。然而，市场竞争的日益激烈，特别是来自民营加油站和外资加油站的竞争，对其市场份额构成一定威胁，需要不断提升服务质量和品牌形象，以应对竞争挑战。油气设备制造商杰瑞股份和石化机械在产业链下游也发挥着重要作用。杰瑞股份作为全球压裂设备龙头，电动压裂泵市占率超 60%。在产品创新方面，杰瑞股份积极布局氢能压裂装备，实现零碳排放，单台设备作业效率提升 25%，已获中石化 10 台订单。通过联合华为开发智慧油田操作系统，杰瑞股份推动油田智能化发展，提高客户服务水平。伊以冲突引发的油气市场波动，使油气开采企业对先进设备的需求增加，杰瑞股份订单量上升。但随着市场竞争加剧，需要不断加大研发投入，保持技术领先优势。石化机械专注于油气装备制造，在技术升级上不断努力，研发出一系列高性能的油气开采设备。面对伊以冲突带来的市场变化，石化机械积极调整产品结构，满足客户对高效、环保设备的需求。通过加强与油气开采企业的合作，及时了解市场需求，优化产品设计和生产。然而，在市场竞争中，石化机械面临着来自国内外同行的竞争压力，需要进一步提升产品质量和性价比，拓展市场份额。投资风险与机遇并存伊以冲突的不确定性使得油气市场波动剧烈，投资者面临着巨大的风险。一旦冲突缓和，油价可能迅速回落。例如，历史上的中东地缘政治冲突，当冲突局势缓解后，油价往往在短期内大幅下跌。2018 年美伊紧张局势缓和阶段，国际油价在短短一个月内下跌了 20% 左右。对于投资者而言，若在冲突期间因油价上涨而盲目投资油气相关资产，当油价回落时，资产价值将大幅缩水，导致投资损失。能源转型的加速也给油气行业带来了长期的挑战。随着全球对气候变化问题的关注度不断提高，各国纷纷加大对可再生能源的开发和利用，太阳能、风能、水能等可再生能源的技术不断进步，成本逐渐降低，市场份额不断扩大。国际能源署（IEA）预测，到 2050 年，可再生能源在全球能源结构中的占比将从目前的 20% 左右提升至 50% 以上，这将导致油气需求长期下降。油气公司若不能及时调整战略，加大对可再生能源领域的投资和布局，将在未来的市场竞争中处于劣势，其资产价值也将受到影响政策监管的变化也是油气公司需要面对的重要风险。政府对能源行业的监管政策不断调整，以适应能源转型和环保要求。例如，提高环保标准，要求油气公司在生产过程中减少污染物排放，这将增加油气公司的运营成本。一些国家还可能出台限制油气开采和消费的政策，这将直接影响油气公司的市场份额和利润。若油气公司不能及时了解和适应政策变化，可能会面临罚款、停产等风险，严重影响其正常运营。伊以冲突也为油气行业带来了一些机遇。冲突的加剧促使油气公司加大勘探开发投入，以保障能源供应的稳定性。为了降低对中东地区油气资源的依赖，各国纷纷鼓励油气公司在国内或其他地区开展勘探开发活动。这为油气公司提供了更多的业务机会，有助于其扩大市场份额，提高盈利能力。一些油气公司在非洲、南美洲等地区发现了新的油气资源，为公司的长期发展奠定了基础。技术创新也是油气行业发展的重要机遇。随着科技的不断进步，油气勘探开发技术、炼化技术、运输技术等不断创新，提高了生产效率，降低了成本。例如，水平井和多分支井技术的应用，能够提高单井产量和采收率，降低钻井成本；数字化和智能化技术的应用，实现了油气生产的远程控制、自动化操作和数据分析，提高了生产效率和安全性。油气公司加大技术创新投入，能够提升自身竞争力，在市场竞争中占据优势地位。新兴市场的需求增长也为油气公司带来了广阔的市场空间。随着全球经济的发展，新兴市场国家的工业化和城市化进程加速，对油气资源的需求不断增加。例如，中国、印度等亚洲国家，经济持续增长，能源需求旺盛，成为全球油气市场的重要消费力量。油气公司积极拓展新兴市场，与当地企业合作，能够实现互利共赢，促进公司业务的增长。冲突余波，未来可期伊以冲突给油气市场带来的影响是多维度且复杂的，既为油气核心公司带来了风险，也创造了机遇。从短期来看，冲突导致的油价大幅波动使得油气公司的业绩充满不确定性，投资者需要密切关注市场动态，及时调整投资策略，以规避风险。长期而言，能源转型的大趋势不可阻挡，油气公司必须积极拥抱变化，加大在可再生能源领域的探索和投入，实现业务的多元化发展。同时，技术创新将成为油气公司提升竞争力的关键，通过不断研发和应用新技术，提高生产效率，降低成本，增强自身在市场中的抗风险能力。对于投资者来说，伊以冲突下的油气市场既存在短期的交易性机会，也蕴含着长期的投资价值，但在投资过程中需保持谨慎乐观的态度，充分评估风险，把握机遇，做出明智的投资决策。
In today's episode of The Hydrogen Podcast, we dive into Newsweek's June 2025 article on the Neom Green Hydrogen Company (NGHC), the heart of Saudi Arabia's bold $500 billion Neom megaproject.
In this bold and brilliantly candid Retail Room 101 edition of The Retail Tea Break podcast, I'm joined by one of the most outspoken voices in the industry, The Retail Maverick Andrew Busby. The well-known retail industry expert, speaker and writer, has extensive experience and knowledge in the retail sector, particularly in areas such as retail technology, customer experience, and emerging trends. In this episode Andrew tackles these trends, terms and technologies that might sound impressive in boardrooms… but often fall flat on the shop floor! From industry jargon to shiny new tech, he doesn't hold back as he shares what he'd banish from the retail world and what's actually worthy of our attention. This episode is packed with healthy provocation, a few laughs and some home truths every retailer needs to hear. It's a fantastic final episode of season 8!In this episode we discuss: The retail buzzwords that have lost all meaningThe importance of context in customer experienceWhy Net Promoter Scores might be misleadingThe human edge in the age of AIWhat might come after the smartphoneRetail's cybersecurity wake-up callTech that's truly transforming in-store experiencesConnect with Andrew on LinkedIn: Andrew Busby | LinkedIn
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In this episode of The Hydrogen Podcast, we unpack the sobering truths from Oilprice.com's May 2025 article, "Green Hydrogen Faces Reality Check in Europe."
In this episode of the All Things Sustainable podcast, we continue our deep dive into methane emissions. Today we're exploring the role that private equity can play in eliminating methane emissions, including at abandoned oil and gas wells. Methane is the second largest contributor to global warming behind carbon dioxide. And the fossil fuel sector is responsible for nearly one-third of methane emissions from human activity today. Record production of oil, gas and coal, combined with limited mitigation efforts, has kept emissions above 120 million metric tons annually, according to the International Energy Agency's 2025 Global Methane Tracker published in May. The IEA calls methane abatement a “crucial opportunity” to reduce near-term global warming. To understand how some companies are tackling methane emissions at abandoned facilities, in the episode we talk with Zefiro Methane Corp., an environmental services company that specializes in methane abatement at abandoned oil and gas wells in the US. Zefiro is a portfolio company of private equity firm X Machina Capital Strategies, or XMC, which works to transform oil and gas assets into long-term, sustainable solutions. We speak with Catherine Flax, Founding Member and President of Private Markets at XMC. On June 5, Catherine was appointed interim CEO of Zefiro Methane Corp., where she also serves on the board. We also talk with Talal Debs, Founder and Managing Partner of XMC. Talal was CEO of Zefiro Methane Corp. from November 2023 until June 2025. In the episode, Talal outlines how XMC takes a "full-spectrum energy investment" approach. "Let's take all the energy that we can get economically, but make it as clean as possible with a mind towards: what are we going to do with the mess afterwards?" he says. "If we can do that ... we're capturing the full spectrum of opportunity without ignoring the full spectrum of risks." Listen to our previous episode on methane emissions here. Learn about energy transition data and services from S&P Global Commodity Insights. This piece was published by S&P Global Sustainable1, a part of S&P Global. Copyright ©2025 by S&P Global DISCLAIMER By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties. S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
In this episode of The Hydrogen Podcast, we explore two major hydrogen developments reshaping the global energy landscape.
In the 100th episode of The Retail Tea Break podcast I'm joined by the storytelling legend, Charlie Boyle. The customer experience expert champions the powerful message: human skills are still the heartbeat of retail.Charlie describes why emotional intelligence, empathy and effective communication are not just “soft skills”, they are critical, measurable and trainable capabilities that define great customer and team experiences in today's retail landscape. Human skills aren't an optional extra, they're the foundation of the experience economy. Whether in a flagship store or behind a screen, retail success depends on authentic connection, emotional intelligence, and purpose-led culture.We discuss:Why it's time to stop calling them “soft skills” — and start building them strategicallyThe underestimated power of emotional connection in both physical and digital retailHow AI and automation are freeing us to lean into our most human strengthsRecognition vs. reward: the free leadership tool that transforms culture and retentionCreating a frictionless, feel-good environment for staff and customers alikeReal-life examples from retail, Amazon, the car industry and beloved Irish brands including Magee's of Donegal.Thank you to our listeners for supporting 100 episodes of insights, stories and retail wisdom. Here's to the next 100! Grab that cup of tea, sit back and listen to the latest episode of The Retail Tea Break podcast.
Umetna inteligenca velja za tehnologijo, ki bo definirala 21. stoletje. Predvidena vlaganja vanjo v naslednjih nekaj letih gredo globalno gledano v bilijone dolarjev. Ob tem se bo občutno povečala tudi poraba elektrike, po ocenah IEA za štirikrat v le petih letih. Novi podatkovni centri se tako vse bolj načrtujejo skupaj s lastnim virom energije, od jedrskih elektrarn do polj vetrnic. Zakaj je sodobna umetna inteligenca tako lačna energije, koliko energije terja eno vprašanje ChatGPT-ju in kaj se pravzaprav dogaja v sodobnih podatkovnih centrih, preverjamo v tokratni Intelekti, v kateri sodelujejo prof. dr. Andrej Filipčič z Inštituta Jožef Stefan in Univerze v Novi Gorici ter izr. prof. dr. Iztok Lebar Bajec, prof. dr. Uroš Lotrič in prof. dr. Patricio Bulić s fakultete za računalništvo in informatiko Univerze v Ljubljani.
In this episode of The Hydrogen Podcast, we unpack the Forbes article “What Happened to the Hydrogen Economy?” by Robert Rapier and break down the five reasons hydrogen hasn't revolutionized the energy sector—yet.From the broken promises of Bush-era policy to the economics of modern hydrogen production, we explore what went wrong, and more importantly, what's next.We spotlight low-cost, low-carbon intensity (CI) hydrogen production methods—steam methane reforming (SMR) with carbon capture, natural hydrogen, and methane pyrolysis—that could finally build a demand-driven U.S. hydrogen economy.We also reveal why the repeal of the Section 45V tax credit might actually push the industry forward and how the Midwest could emerge as the next hydrogen hub by powering ammonia production with natural hydrogen at $0.50–$1/kg.
In the latest episode of The Retail Tea Break podcast we explore how modern retail leaders are blending passion, people and purpose to drive meaningful growth. George Sullivan is the Founder and CEO of The Sole Supplier, a shopping platform and marketplace connecting sneakerheads with hard to find products. Through the use of innovative tech, engaging content and strategic partnerships, the brand drives over £50 million gross merchandise value (GMV) annually, to global brands like Nike, Adidas and ASOS. Over the past decade, George has bootstrapped the company from a bedroom blog to a UK powerhouse, driven by an amazing team of 30 at their Shoreditch hub in London!Tune in for a thought-provoking discussion on the evolving retail landscape and what it really takes to lead with heart and innovation.So grab that cup of tea, sit back and listen to the latest episode of The Retail Tea Break podcast.Key themes include:People-First Leadership: Creating supportive, ego-free team culturesAuthentic Community: Building real connections that drive loyaltyCreative Content: Human-led storytelling amplified by AI toolsAI + Human Insight: Using tech to enhance, not replace creativityRetail Trends: Shoppers want stories, transparency and valuesPassion-Led Projects: Solving real problems with purposeWhat's Next: New content, podcast relaunches and brand collabsCatch up on previous episodes on your favourite podcast platform and while you're there please hit that follow button so that you get to listen to it first every week. If you'd like to get involved in the next season of the podcast, as a guest or a sponsor please email melissa@theretailadvisor.ieA huge thank you to our sponsor, International Retail Magazine. Make sure you subscribe today! Read the latest edition here: https://irg-retail.com/international-retail-magazine/
Penguin poop might be cooling the planet by seeding clouds over Antarctica! A new study shows how ammonia from penguin guano helps form reflective cloud cover. Meanwhile, a $10 billion geoengineering plan proposes to deploy 500,000 undersea drones to regrow Arctic sea ice. Can technology save the poles—and should it? Support our podcast on Patreon and get exciting perks! We also bust myths about EV fires after The Telegraph claims they're on the rise. Plus, an Edmonton pilot project is using secret tech to stop EV charger cable theft—and it's already working. Also in this episode: Solar fences at Zurich Airport could boost solar production 20x by 2040. Read more Quebec investors rescue Lion Electric, keeping Canadian school bus EV dreams alive. Full story The new Pope Leo vows to continue Francis's environmental legacy. Lightning Round: Global EV sales rose 35% in Q1 2025. IEA report Climate change has reduced global wheat yields by ~10%. Source Hyundai's robotic EV chargers are live at a Korean airport. Details Macdonald-Laurier Institute says Canada doesn't need new oil pipelines. More Edmonton's secret anti-theft tech leads to arrests at EV chargers. Read Contact Us cleanenergyshow@gmail.com or leave us an online voicemail: http://speakpipe.com/clean PayPal Donate offers one-time or regular donations. The Clean Energy Show Store. Copyright 2025.
Today on The Hydrogen Podcast, we explore three critical stories shaping hydrogen's future:
In the latest episode of The Retail Tea Break podcast I'm joined by an industry veteran who has brought measurable value to companies operating in the publishing, advertising and technology space. Dominick Miserandino is CEO of Retail Tech Media Nexus.Having held various C-Level and leadership roles, he has successfully worked and turned around over 100 eCommerce and digital businesses. Today's guest achieved a 24x increase in monthly traffic at RetailWire.com, propelling it from 50,000 to 1.2 million visitors and transformed its market presence. So grab that cup of tea, sit back and listen to the latest episode of The Retail Tea Break podcast. We discussed:How do you see those retail and media are all about storytellingHow retailers need to focus on content and customer engagementDigital strategy in 2025?Lessons learned from the media industry that retailers could apply The best piece of advice you've ever received as a leader?Check Dominick out here: https://miserandino.com/Catch up on previous episodes on your favourite podcast platform and while you're there please hit that follow button so that you get to listen to it first every week. Follow for weekly updates and watch us on YouTube by subscribing to The Retail Advisor. Sharing is caring—share episodes with your network and tag me, Melissa Moore, and The Retail Break podcast on social media.If you'd like to get involved in the next season of the podcast, as a guest or a sponsor please email melissa@theretailadvisor.ieA huge thank you to our sponsor, International Retail Magazine. Make sure you subscribe today! Read the latest edition here: https://irg-retail.com/international-retail-magazine/
Enerji Günlüğü Haber Bülteni:Türkiye'nin ve Dünyanın Enerji Gündemienerjigunlugu.net
Welcome to Top of the Morning by Mint.. I'm Nelson John and here are today's top stories. India Seizes Crude Opportunity Amid Geopolitical Tensions With Brent crude trading at a four-year low near $65 per barrel, India is moving fast to refill its Strategic Petroleum Reserves (SPR). Current reserves cover just 9.5 days—far below the IEA's 90-day norm. The urgency is amplified by recent border tensions and Operation Sindoor. The Centre, which had deferred a ₹5,000 crore SPR budget in FY24, now plans to reallocate funds in FY26. Two new storage sites at Chandikhol and Padur are in the pipeline. Officials are hoping to mirror 2020's success, when India bought crude at $19/barrel, saving ₹700 crore. JP Morgan expects Brent to dip further to $58 by 2026—offering a window India won't want to miss. NHPC Powers Up Profits, Expands Clean Energy Push NHPC reported a 52% jump in Q4 net profit to ₹919.63 crore, with operational revenue more than doubling year-on-year. Shareholders get a total FY25 dividend of ₹1.91 per share. The hydropower giant also added 800 MW from the Parbati-II project and 107 MW solar capacity in April, deepening its clean energy portfolio. However, a High Court-mandated ₹589 crore payment to staff dented profits, with ₹301.97 crore booked as unbilled revenue. Despite this, NHPC's momentum across hydro, solar, and wind cements its leadership in India's energy transition. Blackstone Clinches Billion-Dollar Healthtech Deal In a competitive bidding war, Blackstone secured AGS Health for $1.2–1.3 billion—quadrupling its 2019 value. The Chennai-headquartered RCM (revenue cycle management) firm serves over 150 US healthcare providers and generates over ₹500 crore in EBITDA. The deal, managed by JP Morgan and BofA, reflects growing global investor appetite for tech-driven, dollar-generating health services. It also signals Blackstone's strong bet on compliance-focused platforms amid rising healthcare digitization. Trump's ‘Golden Dome': Sci-Fi Meets Strategy Donald Trump has revived Reagan's Star Wars dream—announcing a $175 billion missile-defense initiative named “Golden Dome.” The system, featuring space-based and ground interceptors, aims to defend against threats across all four missile phases—including launches from space. Trump vows it will be operational by 2029, with Gen. Michael Guetlein leading the charge. Congress has begun with a $25 billion ask. While the tech is still untested, the plan could transform modern defense and reshape global security architecture. India-EU Trade Talks Enter Final Lap India has dispatched a delegation to Brussels for the next round of FTA talks with the EU. This follows the 11th round held in Delhi on May 16. The deal covers 23 chapters, including trade in goods and services, IP, sustainability, and dispute resolution. India is hoping for a two-phase closure model, similar to its Australia and US strategies, amid tariff uncertainties under President Trump. The EU seeks steep duty cuts on automobiles, medical devices, and alcohol, while India aims to boost exports in pharma, steel, and textiles. With $137 billion in bilateral trade and strong political backing from both sides, the long-pending FTA may finally be within reach. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley covers a range of critical energy topics. He discusses how Republicans were drawn into a deal that keeps the IRA subsidies in place and the need for urgent reforms. Stuart also critiques the Wall Street Journal's shift towards promoting clean energy, highlighting the financial and political motives behind it. Additionally, he explores EOG's international expansion, the revision of historical oil demand data by the IEA, and the paradox of rising U.S. hydropower generation amid the removal of dams. Finally, Stuart calls out the management failures in California's water and energy policies.Highlights of the Podcast 00:00 - Intro02:51 - How Republicans got roped into a deal that keeps the IRA—and why there's still time to fix it05:47 - WSJ Goes Fully In The Tank For ‘Clean' Energy09:11 - EOG Goes Abroad, and So Does American Power13:01 - IEA revised historical oil demand data, can we trust the numbers? Is this price manipulation?15:11 - U.S. hydropower generation expected to rise by 7% in 2025 following last year's record low – Then why are so many dams being removed?16:52 - OutroPlease see the links below or articles that we discuss in the podcast.How Republicans got roped into a deal that keeps the IRA—and why there's still time to fix itWSJ Goes Fully In The Tank For ‘Clean' EnergyEOG Goes Abroad, and So Does American PowerIEA revised historical oil demand data, can we trust the numbers? Is this price manipulation?U.S. hydropower generation expected to rise by 7% in 2025 following last year's record low – Then why are so many dams being removed?Follow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –
The Domino Has Fallen. Refinery margins — the last bullish stronghold — are collapsing. This isn't just a signal; it's confirmation that the market is finally pricing in the oversupply reality that's been building for months.Goldman Sachs. The IEA. Every serious analyst has seen this coming — and now it's here. The second half of the year marks a new regime: the geopolitical premium is dead, supply routes are open, and the market is done licking its wounds from last year's chaos. Volatility has faded. Direction is back. The traders who see this shift are already positioning for what's next: the great normalisation.In this episode of Flux News, the team break down how this moment changes everything — and where the money moves now. They also discuss: The collapse in refinery margins and what it signalsHow the Brent/Dubai spread is spelling out a physical market resetThe surge in CTA and money manager positioning—and why it might be too lateHeadline fatigue, flat volatility, and why everyone's ignoring Iran… for nowWhy Ryanair's recent hedging could be a top signal for distillatesThe crack collapse across gasoil, naphtha, and fuel oilA breakdown of the Great Normalisation—and why directional trades are finally back on the menuGoldman Sachs saw this coming. The IEA flagged it. Now it's here: Geopolitical premium? Dead. Supply? Loose. Demand? Meh. The second half of the year is a new regime. Want to trade? Get a behind-the-scenes look at how the pros express views with relative value trades, uncorrelated contracts, and smart positioning. This episode is rich in education for newer traders, and deep enough for veterans hunting asymmetric opportunities. All the trades discussed are live on Onyx Markets, where you can practice, simulate, or dive in. Visit https://onyxmarkets.co.uk/
Shortly after we recorded our episode on populism, two major developments in the UK prompted us to do this follow-up. First, former Prime Minister Sir Tony Blair called for a major rethink of the UK's net zero policy. Then, the right-wing populist party Reform UK made significant gains in the English local elections.In this episode, James and Daisy talk about these events and reflect on what they might mean for climate action in the UK. Was Blair's report a missed opportunity to make a meaningful contribution? What did he get right – and where did he go wrong? And could this shift pose a threat to climate action? THE REPORT: The Climate Paradox: Why We Need to Reset Action on Climate Change (2025) – The report published by the Tony Blair Institute for Global Change on 29th April 2025. SOME RESPONSES TO THE REPORT: LSE techUK Energy Transitions Commission Michael Liebreich Outrage + OptimismADDITIONAL RESOURCES:Net Zero Strategy: Build Back Greener – This strategy sets out the policies and proposals for decarbonising all sectors of the UK economy to meet its net zero target by 2050.IEA (2025) – As the Chinese economy and domestic transport sector undergo significant transformations, demand for the most widely consumed oil-based fuels – including gasoline, jet fuel and diesel – declined marginally in 2024. EVs currently account for about half of car sales in China. BBC (2025) – “Nigel Farage's Reform UK has made big gains in English local elections, cementing it as a prime challenger to Britain's traditional main parties. It won 677 of around 1,600 seats contested on Thursday across a clutch of mainly Tory-held councils last contested in 2021.”Thank you for listening! Please follow us on social media to join the conversation: LinkedIn | Instagram | TikTokYou can also now watch us on YouTube.Music: “Just Because Some Bad Wind Blows” by Nick Nuttall, Reptiphon Records. Available at https://nicknuttallmusic.bandcamp.com/album/just-because-some-bad-wind-blows-3Producer: Podshop StudiosHuge thanks to Siobhán Foster, a vital member of the team offering design advice, critical review and organisation that we depend upon.Stay tuned for more insightful discussions on navigating the transition away from fossil fuels to a sustainable future.
Recent developments on a potential Iran nuclear deal have impacted the oil market, with Brent hovering around $65/b. The IEA's report shows upward revisions in oil demand for 2024-2026, but concerns about oversupply persist, especially with the potential increase in Iranian crude later this year. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
The IEA's Reem Ibrahim joins Chris Snowdon and Tom Slater to discuss the Nanny State Index, the new trade deals with India and the US, and the defunding of public-health groups. Listen, share and give us a glowing review on your podcast app. Also, send your postbag questions to lastorders@spiked-online.com and we'll try to answer them in a future episode. Read spiked: https://www.spiked-online.com/ Support spiked: https://www.spiked-online.com/support/
Transport Topics is the news leader in trucking and freight transportation. Today's briefing covers Walmart raising prices, the FHWA nominee's appearance at a Senate hearing and the IEA's report on global oil demand. Learn more about your ad choices. Visit podcastchoices.com/adchoices
On April 28th, millions of people across Spain, Portugal and beyond were plunged into darkness in one of Europe's most severe blackouts in decades. Was it a cyberattack? A renewables failure? Or might things be a little more complex?This week, Tom Rivett-Carnac, Christiana Figueres, and Paul Dickinson dig into what we know, what we don't, and ask what this blackout really tells us about the transition to renewables. They speak with energy strategist Kingsmill Bond of Ember and hear an on-the-ground account from José Manuel Entrecanales, CEO of global renewables leader Acciona, to build a picture of how our grids function – and how they fail.Plus: what can we say when friends or colleagues claim that ‘renewables aren't reliable'? And, after our recent conversations reflecting on the legacy of Pope Francis, what might Pope Leo XIV mean for future climate leadership?Learn more
Wall Street recorded another mixed day in a choppy session as US data came in weaker than expected. US producer prices unexpectedly dropped and retail sales were mixed. S&P 500 up 0.41%, NASDAQ down 0.18%. Dow up. Dropped at open but steadily rose throughout day. Ended near high, up 272 points. Mostly positive sector performance. Growth sectors returned some recent gains. Tech slightly down, Cyclicals down. Amazon (-2.4%) and Tesla (-1.4%) dragged Cyclicals down. Tesla impacted by news Musk took leased cars back to sell after saying they were taken back to become robotaxis. All other sectors up. Rate-sensitive sectors best performing. Weak data caused yields to fall, boosted REITS and Utilities. Non-Cyclicals also did well despite Walmart (-0.5%) warning of price hikes following Trump's tariffs. Healthcare also up following recent struggles as Trump demands costs consumers' face are lowered. UAE to build biggest AI campus outside of US. Priced into Big Chips in the days prior. UnitedHealth dropped 10.9% as DoJ began criminal probe into potential Medicare fraud. Down 28.9% last 5 days, down 53.0% in last month. Meta down 2.3% as it delayed release of flagship AI model due to capability concerns. Resources down. Oil down after Trump claimed US close to Iran nuclear deal. OPEC+ hike also to increase supply faster than expected according to IEA. Base metals down. Fears of longer-term US-China trade. Iron ore still near 5 week high. Zinc, Aluminium, Nickel all down.ASX to rise. SPI futures up 80 points (+0.96%). Gold up 2% Oil down. Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
In this special collaborative episode with Do It for The Gram, the International Enneagram Association Podcast and Fathoms, Milton Stewart is joined by Seth “Creek” Creekmore, Lindsey Marks and Lee Fields as they preview the upcoming IEA Enneagram Experience 2025 - Global Conference and Celebration. All four hosts will be in attendance, so they share what they are looking forward to at this summer's annual event while also reflecting on this year's theme — 30 years honoring Enneagram pioneers and future frontiers.The Fathoms team will continue to host the IEA podcast with the traditional long form interviews with legendary figures as well as collect personal stories from attendees to deeply humanize this work. In their current Season Five, Fathoms has been focusing on the history of the Enneagram from the perspective of different schools and models to get a fuller picture of how they've come into this tool, providing an important and better framework and grounding before the conference.Milton's Links and Handles:Join KCEP Program: kaizen-enneagram-community.mn.coThe B.I.G. Enneagram Retreat: bigenneagramretreat.simvoly.com/applicationMilton's Website: KaizenCareers.comUpcoming Events: kaizencareers.com/upcoming-eventsIEA Links:IEA Enneagram Experience 2025: ieaexperience.comIEA Podcast: international-enneagram.captivate.fmConnect with Creek:Instagram: @_creekmorePod: Fathoms | An Enneagram PodcastPod: Awareness to Action Enneagram PodcastPod: Delusional Optimism with Dr. BConnect with Lindsey:IG: @lindseyfaithdmPod: Fathoms | An Enneagram PodcastConnect with Lee:Web: enneagrammatic.comIG: @enneagrammaticAwareness to ActionEnneagram on Demand - Certification ProgramMario Sikora: IG: @mariosikoraTikTok: @mariosikoraWeb: mariosikora.comSubstack: mariosikora.substack.comMaria Jose...
In this episode of Redefining Energy Tech, host Michael Barnard sat down with Dr. Joseph Romm—physicist, energy policy veteran, and author of The Hype About Hydrogen—to pull back the curtain on hydrogen's persistent mystique. Romm isn't new to the debate. Back in the early 2000s, he was among the first to publicly challenge the logic of hydrogen as a viable energy carrier. Now, twenty years later, he's back with a completely rewritten edition of his book, just in time for Earth Day, and the message hasn't changed: the hydrogen hype is still hype.What makes Romm's critique so compelling is his history. He once supported hydrogen research while in the Clinton-era Department of Energy, betting on Sandia Labs' onboard gasoline reformers. But that hope dissolved under the weight of technical reality. In 2003, as the Bush administration rolled out its $1.3 billion hydrogen initiative, Romm published the first edition of The Hype About Hydrogen, drawing a stark contrast between hydrogen's theoretical promise and its practical inefficiency. The fundamental math hasn't budged. Hydrogen production, storage, transport, and conversion wastes up to 80% of the original renewable electricity. Batteries? They waste closer to 20%.Fast forward to today, and hydrogen is once again being paraded as a climate solution, this time with a new coat of green paint. But Romm's updated research shows the same miscalculations baked into the models of the IEA, CSIRO, and even PIK—institutions that projected green hydrogen prices based on wildly optimistic learning curves. Hydrogen didn't follow the same cost trajectory as solar or batteries. In fact, between 2020 and 2024, the cost of electrolyzers increased by 40%—a staggering reversal of expectations that should have set off alarm bells across boardrooms and ministries.We also tackled the real-world energy transition playing out in China. While Western nations argue over tariffs and watch supply chains buckle, China is installing 350 gigawatts of solar and wind in a single year—ten times its nuclear additions—and prioritizing direct electrification over hydrogen. It's not just policy rhetoric; it's industrial reality.This divergence is becoming painfully clear in the transport sector. European advisors have publicly declared hydrogen “dead for trucks,” pointing instead to the obvious solution: battery-electric vehicles and megawatt-scale charging infrastructure. The market is responding. Companies trying to straddle both hydrogen and battery bets—Van Hool, Quantron, Nikola—are struggling or collapsing. Romm calls this “narrative disarticulation”—an elegant way of saying that serious people are quietly walking away from the hydrogen dream.His final warning is unequivocal: investing in hydrogen based on outdated assumptions is a recipe for stranded assets and political distraction. Industry's call to support “dirty hydrogen now, clean later” isn't just a bait-and-switch—it's a carbon trap dressed up in green branding. If we're serious about climate, it's time to let go of the hydrogen mirage and double down on what we know works: clean, efficient electrification.Want to rethink your assumptions on hydrogen? This is the episode to listen to.
In this special collaborative episode with the IEA Podcast, Do It for The Gram and Fathoms, Milton Stewart, Seth “Creek” Creekmore, Lindsey Marks and Lee Fields preview the upcoming IEA Enneagram Experience 2025 - Global Conference and Celebration. All four hosts will be in attendance, so they share what they are looking forward to at this summer's annual event while also reflecting on this year's theme — 30 years honoring Enneagram pioneers and future frontiers.The Fathoms team will continue to host the IEA podcast with the traditional long form interviews with legendary figures as well as collect personal stories from attendees to deeply humanize this work. In their current Season Five, Fathoms has been focusing on the history of the Enneagram from the perspective of different schools and models to get a fuller picture of how they've come into this tool, providing an important and better framework and grounding before the conference.Connect with us:Web: internationalenneagram.orgIEA Enneagram Experience 2025: ieaexperience.comJoin the email list: administration@internationalenneagram.orgIEA Conference Proposal Submission Information & Guidelines: internationalenneagram.org/wp-content/uploads/2024/07/2025-Proposal-Submission-Information-Guidelines.pdfIEA Global Podcast Proposal Submission Form: forms.gle/Q48QXSwQ3zDfDJaJASeth "Creek" Creekmore: IG: @_creekmorePod: Fathoms | An Enneagram PodcastPod: Awareness to Action Enneagram PodcastPod: Delusional Optimism with Dr. BMilton Stewart:IG: @kaizencareersWeb: KaizenCareers.comWeb: Kaizen Enneagram AcademyWeb: Upcoming EventsPod: Do It For The Gram: An Enneagram PodcastLindsey Marks:IG: @lindseyfaithdmPod: Fathoms | An Enneagram PodcastLee Fields:Web: enneagrammatic.comIG: @enneagrammaticAephoria Partners:Web:
In this episode of Energy Evolution, host Eklavya Gupte speaks with Tim Gould, chief energy economist at the International Energy Agency (IEA). Gould shares his insights on how the expansion of renewables, coupled with geopolitics and evolving economic policies, is reshaping energy security. Gould explains the need to adapt energy supply security measures as the growth of clean energy leads to new risks, such as those arising from critical minerals and supply chain vulnerabilities. He also tells us how the IEA is beginning to see some shifts in broader energy investment trends due to a “climate of uncertainty" exacerbated by escalating trade tensions. This interview was recorded at the Summit on the Future of Energy Security in London, where representatives from over 60 governments and several energy companies convened to collaborate on the key issues facing energy markets. Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.
In this episode of Energy Evolution, host Eklavya Gupte speaks with Tim Gould, chief energy economist at the International Energy Agency (IEA). Gould shares his insights on how the expansion of renewables, coupled with geopolitics and evolving economic policies, is reshaping energy security. Gould explains the need to adapt energy supply security measures as the growth of clean energy leads to new risks, such as those arising from critical minerals and supply chain vulnerabilities. He also tells us how the IEA is beginning to see some shifts in broader energy investment trends due to a “climate of uncertainty" exacerbated by escalating trade tensions. This interview was recorded at the Summit on the Future of Energy Security in London, where representatives from over 60 governments and several energy companies convened to collaborate on the key issues facing energy markets. Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.
In deze aflevering hebben we het onder meer over het effect van het beleid van de regering Trump op de wereldwijde energiemarkt. Op de olieprijs bijvoorbeeld, en op de LNG stromen over de wereldzeeën, op China en Europa. En over Europa gesproken: er was afgelopen week een tweedaagse conferentie in Londen over Energy Security – over energiezekerheid – georganiseerd door het IEA en de Britse overheid. Jilles heeft álles op de voet gevolgd. We hebben kort nieuws over CCS, dat in ons deel van de wereld van de grond lijkt te gaan komen, Jilles publiceerde op Energeia een artikel over geothermie en ik had er een op Energiepodium over waarom de EU eerlijk moet zijn over klimaat, kosten en keuzes.
Recorded on April 24, 2025 and March 18, 2025 https://youtu.be/L6O9xlM-R7c Episode 130 of the PetroNerds podcast is the show stopping jam packed talk Trisha Curtis gave at the Houston Producers Forum on March 18th, 2025. Do not worry, she gets you up to speed on oil prices with a short introduction to this heavy hitting talk. Trisha discusses oil prices being oversold and the 10 year yield in the introduction. At the Houston Producers Forum talk Trisha covers oil prices and what is driving oil prices, geopolitical volatility, natural gas prices, Chris Wright's leadership in Washington, CERA week capitulation and "peak shale" talk, coal, wind and solar power, China, the IEA and Fatih Birol, tariffs and the de minimis rule, Mexico and Vietnam, the Chinese economy and global oil demand, inflation and the weakened consumer, DeepSeek, and Chinese industrial electricity consumption. Trisha further covers geopolitics including Iran, Russia, Ukraine, and China, economic uncertainty and tariffs, and the health of the consumer, energy is everything, and US oil and gas production dominance. And yes, she does this all in 40 minutes. Listen on Itunes
Today we had the pleasure of hosting David Hambling for a sweeping discussion on drone technologies and their applications. David is a journalist, author, and defense technology expert with over 20 years of experience. He writes for Aviation Week, Forbes, The Economist, New Scientist, Popular Mechanics, WIRED, and more (for an archive of David's writings, click here). David is the author of “Swarm Troopers” and has researched the history of drones and in particular, has zeroed in on the potential impact of smaller drones in both military and consumer applications. We were thrilled to visit with David. In our conversation, David shares his background in military technology and how his previous book, “Weapons Grade,” led him to explore the rise of drones. We discuss how the military lost its tech lead due to rapid commercial innovations, particularly as mobile phone technologies enabled the development of small, cheap, and highly capable drones. David explains the evolution of drone use, from reconnaissance tools to precision combat systems, and how this transformation has played out dramatically in the Russia-Ukraine war, where nearly two-thirds of Russian fatalities on Ukrainian soil are reportedly caused by small drones. We explore the shift from human-operated drones to autonomous systems, the difficulty of defending against small, agile drones, and the growing threat that they pose to critical energy and transportation infrastructure. David shares background on the historical cultural bias within militaries that sidelined drones in favor of piloted aircraft, until the CIA's early adoption of drone strikes eventually forced the Air Force to adopt them, as well as the recent surprising Trump Administration decision to continue the Boeing F-47 contract. We cover the regulatory challenges facing drone adoption, particularly the limitations on beyond visual line of sight operations, public concerns around safety and privacy, and global developments including Dubai's plans to pilot flying taxi drones by 2027. David outlines China's dominance in the global drone market, applications of drones including infrastructure inspection, delivery services, reforestation, and the unique Ukrainian “Victory Drone” program that encourages civilians to help war efforts by building drones at home for frontline use. We also touch on China's demographic challenges and how its shrinking and aging population is fueling the nation's strategic investment in AI, robotics, and autonomy, the critical role of software in making humanoid robots useful, especially with using assistive tech for elderly care, and more. We end with David's thoughts on what the drone and robotics landscape might look like in ten years. It was a fascinating and wide-ranging discussion that raised both the opportunities and the ethical complexities involved. Mike Bradley kicked off the show by noting that from a broader equity market standpoint, “Trumpatility” remains alive. Despite S&P volatility being cut in half over the last five trading days, it's still higher than average and will likely stay elevated until we begin to see tariff deals signed. Equity markets feel much worse than reality, given that the S&P 500 is only down ~7% year to date. On the International equity front, Argentina received a $20 billion IMF package last Friday, which could be an extremely important development for the country's long-term growth. On Monday, Argentina allowed its currency to freely float (between 1,000-1,400 pesos per dollar) for the first time in a very long time. In response, Argentinian 10yr bond yields plunged this week by ~150 basis points, and the Argentina equity market (Merval) and major Argentinian Energy equities have both rallied on the IMF deal. From an oil market standpoint, WTI looks to have temporarily stabilized in the low-$60s per barrel range. This week, the IEA slashed both its 2025 &am
In this episode of the Energy News Beat Daily Standup, the host, Michael Tanner breaks down the financial reality of U.S. shale drilling, citing Rystad's analysis that shows full-cycle breakeven oil prices are now around $62.50 per barrel—higher than current WTI prices. He critiques misleading half-cycle economics and warns that current drilling may be unsustainable. Tanner also covers the IMO's new emissions penalties for global shipping, the release of a cost calculator for compliance, and falling oil demand forecasts from the IEA amid rising recession fears. Conventional, vertical drilling may offer more profitable opportunities ahead.Highlights of the Podcast 00:00 - Intro01:19 - Free calculator launched for shipowners to navigate IMO's new green deal03:58 - Lower Oil Prices Threaten Permian Basin Growth08:44 - Markets Update10:37 - OutroPlease see the links below or articles that we discuss in the podcast.Free calculator launched for shipowners to navigate IMO's new green dealLower Oil Prices Threaten Permian Basin GrowthFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –
A dramatic Saturday recall of Parliament delivers a last-minute reprieve for British Steel — but is it a genuine industrial strategy, or just another short-term fix? Meanwhile in Washington, President Trump promised to revive American manufacturing. But can you really rebuild the past — or is this economic cosplay doomed to fail? Broadcaster Albie Amankona and the IEA's Daniel Freeman join CapX's Marc Sidwell to ask a vital question — can Britain resist the noise and rediscover the quiet power of centre-right pragmatism? Hosted on Acast. See acast.com/privacy for more information.
On April 10, the International Energy Agency released a major report on energy and AI. The report explores topics including electricity demand for AI, how AI is being used in the energy sector, AI's role in accelerating energy innovation, the security implications of AI and greenhouse gas emissions from AI. Join host David Sandalow in conversation with Laura Cozzi, IEA's Director for Sustainability, Technology and Outlooks, who designed and directed this landmark report. The AI, Energy and Climate Podcast is a special series from the DSR Network sponsored by NEDO and hosted by David Sandalow, Inaugural Fellow at Columbia University's Center on Global Energy Policy. AI for Climate Change Mitigation Roadmap -- https://www.icef.go.jp/roadmap and transitiondigital.org/ai-climate-roadmap. Learn more about your ad choices. Visit megaphone.fm/adchoices
On April 10, the International Energy Agency released a major report on energy and AI. The report explores topics including electricity demand for AI, how AI is being used in the energy sector, AI's role in accelerating energy innovation, the security implications of AI and greenhouse gas emissions from AI. Join host David Sandalow in conversation with Laura Cozzi, IEA's Director for Sustainability, Technology and Outlooks, who designed and directed this landmark report. The AI, Energy and Climate Podcast is a special series from the DSR Network sponsored by NEDO and hosted by David Sandalow, Inaugural Fellow at Columbia University's Center on Global Energy Policy. AI for Climate Change Mitigation Roadmap -- https://www.icef.go.jp/roadmap and transitiondigital.org/ai-climate-roadmap. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of Platemark, Myles Calvert, a printmaker and professor, shares his extensive journey from growing up in Ontario, Canada, to studying and working in the UK, and eventually returning to Alfred University in New York, to become director of the Institute of Electronic Arts. Myles discusses his experiences working at prestigious galleries in London, giving up a tenure-track position, and the pivotal moments that shaped his career. He delves into his role as the Director of IEA at Alfred, including the intricacies of managing residencies, the use of technology in printmaking, and the importance of community engagement. Myles also reflects on the challenges of academia, the value of traditional and new media in art, and his approach to student critiques. The conversation highlights Myles' passion for printmaking, his commitment to education, and his vision for the future of the IEA. https://blog.alfred.edu/iea/ https://blog.alfred.edu/iea/2024/07/01/new-director-appointed-myles-calvert/ https://www.instagram.com/alfred_iea/ https://www.instagram.com/squirrelpigeonfish/ Myles Calvert at the China Exhibition AIPA, Xi'an Academy of Art. Myles Calvert with IEA interns Veronica, Gigi, and Mary. Institute of Electronic Arts, Alfred University. Jessica Reisch and Tyson Houseman check out Sandin new media equipment. Institute of Electronic Arts, Alfred University. Visiting artist Kathryn Polk with students. Institute of Electronic Arts, Alfred University. Rita MacDonald at the offset press with a laser-cut woodblock. Institute of Electronic Arts, Alfred University.
What happens when the world's biggest economy slams the brakes on global trade? In just weeks, Donald Trump's tariff blitz has shattered decades of US-led liberalisation — and the fallout is only just beginning. As prices creep higher and wallets tighten, will the political backlash bite harder than the economic one? And in the UK, could fiscal fear turn into fiscal flair? CapX editor Marc Sidwell is joined by the IEA's Reem Ibrahim and Dominic Pino of the National Review Institute to explore whether this era of upheaval might just offer the chance to rewrite the economic rulebook. Hosted on Acast. See acast.com/privacy for more information.
In deze aflevering… Vorige week was de CERAWeek, in Houston, de hoogmis van de internationale energiewereld. Iedereen die er een beetje toe doet, was er. Zoals Fatih Birol, Executive Director van het IEA, die al op de eerste dag een opvallende draai maakte: de wereld moet weer meer in olie en gas gaan investeren. De internationale gas-industrie is bezorgd over de mogelijke terugkeer van Russisch gas op de wereldmarkt. Waarom, en is die angst terecht? Donald Trump ziet ondertussen graag dat de olieprijs flink daalt, maar wil tegelijk dat bedrijven ook méér olie en gas gaan produceren. Kan dat samengaan, en zo ja: hoe? En we hebben het over Brussel, waar alles rozengeur en maneschijn lijkt, als je de Europese Commissie mag geloven.
(The Center Square) – Although most Illinois public school students test below grade level in reading and math, Gov. J.B. Pritzker is touting his administration's record spending on public education. Pritzker addressed the Illinois Education Association Representative Assembly in Rosemont Thursday. The governor encouraged union members to fight back against potential cuts to the U.S. Department of Education by President Donald Trump and the Department of Government Efficiency. “IEA, are you ready for the fight? Let's go get ‘em everybody. Let's go beat ‘em,” Pritzker said.
Infrastructure investments have long been recognized as a foundation for economic growth and low carbon infrastructure is increasingly becoming an area of interest for investors in both public and private markets. But how will low carbon infrastructure play a role in the evolving energy investing landscape? Helen Jewell, Chief Investment Officer for fundamental equities at BlackRock helps us explore the significance of infrastructure from an investing perspective, the opportunities in public markets, and the long-term growth potential from investments in renewable energy.Sources: “Growth in global electricity demand is set to accelerate in coming years” in IEA, February 2025; BGF Sustainable Growth Infrastructure Fund, Fundamental Equities, BlackRock Febrruary 2025; FTSE Developed Core Infrastructure Index = 3.35%, Source: FTSE Russell as at 31 January 2025; National Grid Sell US Onshore Renewables Arm $174billion Brookfield” Reuters, February 2024; Bloomberg NEF, January 2025; Bloomberg New Energy Outlook, 2025; “How Copper Will Shape Our Future” BHP, September 2025;This 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 the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. In the UK and Non-European Economic Area countries, this is authorised and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorised and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosureslow carbon investing, low carbon infrastructure, infrastructure, infrastructure investing, low carbon opportunities, copper, metals, infrastructure investments, See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Driving Change: Women-Led Development Economics from the Ground Up The International Economic Association's Women in Leadership in Economics Initiative (IEA-WE) connects women economists worldwide and helps showcase their important empirical research, especially in developing countries. IMF Podcasts has partnered with the IEA-WE to produce a special series featuring the economists behind the invaluable local research that informs policymakers in places often overlooked. This episode of Driving Change features Bangladeshi economist Rumana Huque, whose research into the real costs of tobacco consumption is prompting a rethink of the country's tobacco tax system. Transcript: https://bit.ly/3QzmCqP Other episodes include Kenyan economist Rose Ngugi, whose indices help local counties design policies that work, Colombian economics Professor Marcela Eslava, whose research looks to fix Latin America's dysfunctional social security network, and Ipek Illkaracan who makes the business case for investing in social care infrastructure. Special thanks to IEA editor Navika Mehta for this collaboration.
Piper speaks with Belgian show jumping rider Nicola Philippaerts about his recent successes. Dr. David Ramey, DVM also talks about his book, Lost Traditions: Horses and Horse Medicine in Pre-Modern Japan. Ken Whelihan, USEF "R" judge, clinician, and Senior trainer and Assistant Director at the Ethel Walker School in Simsbury, CT also joins. Brought to you by Taylor, Harris Insurance Services.Host: Piper Klemm, publisher of The Plaid HorseGuest: Nicola Philippaerts is a top Belgian show jumper who competes internationally at the highest level of equestrian sport, including at the Olympic Games and in Nations Cups around the world. He has achieved numerous Grand Prix victories and shows regularly on the Global Champions Tour. As the son of four-time Olympian Ludo Philippaerts, he's part of the family operation at Philippaerts- a notable training, breeding, and sales stable based in Belgium- as well as the star of Horse&Country's exclusive show, Nicola Philippaerts: Born To Ride.Guest: Dr. David Ramey, DVM is an equine veterinarian with decades of experience; an internationally recognized lecturer, researcher, and author; and the mind behind Lost Traditions: Horses and Horse Medicine in Pre-Modern Japan. A graduate of Colorado State University and an avid student of veterinary history, he has practiced on show horses and pleasure horses in Southern California since 1984.Guest: Ken Whelihan grew up in a family of horse enthusiasts in New England, enjoying showing, eventing, and fox hunting. During college, Ken rode for the University of Massachusetts IHSA team while also riding sale horses for international Grand Prix veteran Barney Ward. Ken went on to learn from Anthony D'Ambrosio, George Morris, Anne Kursinski, Leslie Howard, and Peter Leone. Ken has also held his USEF judge's license for over 30 years. Ken has enjoyed judging numerous finals as well as top shows throughout the country. In addition to national level shows, Ken makes time to judge IHSA, IEA, NCEA and local level shows. Ken also assisted in the management of the popular Princeton Show Jumping series in New Jersey. In September 2023, Ken accepted a teaching position at the Ethel Walker school in Simsbury, CT. Ken follows a systematic approach, providing riders with the tools to improve consistency. Flat work and homework are the cornerstones leading to the success of Ken's students and horses.Title Sponsor: Taylor, Harris Insurance ServicesSubscribe To: The Plaid Horse MagazineSponsors: Foxhall Equine, Show Strides Book Series, Good Boy, Eddie and Geoff Teall on Riding Hunters, Jumpers and Equitation: Develop a Winning Style
On this episode of The Unregulated Podcast Tom Pyle and Mike McKenna cover the greatest opening week of all time and the latest shake ups Trump World is bringing to the world of energy. Links: • The Honeymoon: https://thehill.com/homenews/administration/5114207-trump-favorability-poll/ • Staples Button: If you choose to resign type RESIGN in the subject line: https://www.washingtonpost.com/politics/2025/01/28/trump-emails-workforce/ • Trump administration halts environmental litigation, sidelines lawyers, sources say: https://www.reuters.com/world/us/trump-administration-halts-environmental-litigation-sidelines-lawyers-sources-2025-01-24/ • Zeldin is now the EPA Administrator: https://nypost.com/2025/01/29/us-news/new-epa-chief-lee-zeldin-has-an-ambitious-agenda-and-a-plan-to-keep-courts-from-overturning-it • Gold Bar Bob Gets 11 Years: https://www.axios.com/2025/01/30/bob-menendez-sentenced-trump-political-prosecution • FERC Axes Pipeline Policy Statements: https://www.eenews.net/articles/ferc-axes-contentious-greenhouse-gas-proceeding/ • IEA in the Hot Seat: https://www.reuters.com/business/energy/new-report-aims-turn-iea-away-energy-transition-focus-2025-01-29/ • Moss Landing Fire: https://www.utilitydive.com/news/moss-landing-battery-fire-vistra/737837/ • Ivanpah, The New Solyndra: https://www.latimes.com/environment/newsletter/2025-01-27/boiling-point-farewell-to-ivanpah-the-worlds-ugliest-solar-plant-boiling-point • Do you want to talk DeepSeek?: https://www.wsj.com/tech/chip-stocks-tumble-after-chinas-deepseek-ai-models-raise-doubts-over-u-s-tech-dominance-9799591b?mod=latest_headlines • Sales of EV trucks hit a regulatory wall: https://www.wsj.com/articles/sales-of-electric-heavy-duty-trucks-are-hitting-a-regulatory-wall-6b0e39a7?st=1qg2D7 • Democrats Joke About Moving to Canada Post-Trump. These People Actually Did It: https://www.wsj.com/world/democrats-joke-about-moving-to-canada-post-trump-these-people-actually-did-it-d0061499?mod=itp_wsj • Tweet of the Week: https://x.com/innoutburger_/status/1883354930267955596 Stay Connected With The Show: Follow The Unregulated Podcast on X: https://twitter.com/TheUnregPodcast Follow Tom on X: https://twitter.com/TomJPyle Follow Mike on X: https://twitter.com/mikemckenna3?lang=en Sign up for the Unregulated Email Newsletter: https://www.americanenergyalliance.org/the-unregulated-podcast/ Support the show: https://secure.anedot.com/6d8d68c3-3f3c-4ffe-835c-0af14cce0895/c75bcffed88b6e14ca092
What are the implications of the IEA's view that world demand for all fossil fuels will peak and begin a slow decline within the next five years?
The IEA Ralph Harris Centenary Lecture features an opening address by Brian Kingham, Founder and Chairman of Reliance Security Group, who shares his personal experiences with Ralph Harris and the Institute of Economic Affairs during Britain's turbulent 1970s. As a 25-year-old entrepreneur employing 500 people, Kingham discovered the IEA's innovative market-based solutions while navigating a hostile business environment characterised by trade union power, excessive regulation, and punitive taxation reaching 83%. Kingham vividly describes the economic challenges of the era: businesses operating by candlelight during the three-day week, compulsory trade union membership, and a pervasive pessimism among Conservative politicians who saw Britain's decline as inevitable. Against this backdrop, he recounts finding Ralph Harris and Arthur Seldon "not 3 minutes from here," leading a small group of thinkers who offered an alternative vision for Britain's future through free-market principles. The talk culminates with Kingham's reflection on the IEA's pivotal role in shaping Margaret Thatcher's economic thinking. He describes how Harris and his "dangerous radicals" helped convince Thatcher of their approach, leading to what he calls "a complete intellectual triumph" that influenced economic policy worldwide. The lecture, marking the centenary of Ralph Harris's birth, celebrates his legacy as a public servant whose ideas helped lift millions out of poverty and continue to influence economic thinking today. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit insider.iea.org.uk/subscribe
The Institute of Economic Affairs is one of the most powerful and secretive think tanks in the UK, known for promoting free-market Thatcherism as a solution to all of our economic woes. Who's behind it? This week, Kristian Niemietz, a director at the IEA and a long-time Novara Media hater, sits down with Aaron for […]
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