Podcasts about iea

Here are today's five topics on climate & clean energy, startup investment, AI for entrepreneurs, and mindfulness in leadership:1.

In this episode of the International Enneagram Association podcast, we speak with Dr. Jerome “Jerry” Wagner and Patrick O'Leary, two pioneers in the Enneagram field. Patrick is a founding member of the IEA and co-author of the first Enneagram book, and Jerry is the author of the “Enneagram Spectrum of Personality Styles: an Introductory Guide” and an honorary founder of the IEA. This conversation dives into the rich history of the Enneagram as a tool, a model and an organization through these teachers' individual and collective stories.Connect with us:Web: internationalenneagram.orgIEA Enneagram Experience 2025: ieaexperience.comJoin the email list: administration@internationalenneagram.orgDr Jerome Wagner:Web: enneagramspe ctrum.comWeb: training.enneagramspectrum.comWeb: wepss.comEmail: jeromewagnerphd@gmail.comPatrick O'Leary:LinkedIn: linkedin.com/in/patrick-h-o-leary-5b928760Seth "Creek" Creekmore: IG: @_creekmorePod: Fathoms | An Enneagram PodcastPod: Awareness to Action Enneagram PodcastPod: Delusional Optimism with Dr. BLindsey Marks:IG: @lindseyfaithdmPod: Fathoms | An Enneagram PodcastLee Fields:Web: enneagrammatic.comIG: @enneagrammaticSeth Abram:IG: @integratedenneagramPod: Fathoms | An Enneagram PodcastFlemming Christensen:Web: flemmingchristensen.comTrainings: flemmingchristensen.com/trainingThe Enneagram Life Theme: flemmingchristensen.com/enneagram-life-theme.htmlBook:

In this episode of the Energy Newsbeat Daily Standup, Stu Turley and Michael Tanner break down whether the U.S. petrodollar is truly dying or just taking hits as global reserves shift and new trading blocs emerge. They dive into the IEA's stunning reversal projecting rising oil demand through 2050, natural gas' shift toward year-round high pricing, and why the Shale Crescent region is becoming America's most strategic energy asset. The hosts also unpack the real drivers behind soaring electricity prices—policy, transmission, and renewable integration—separate from AI demand, and spotlight China's breakthrough thorium molten-salt reactor. They wrap with oil and gas market moves, rig count surprises, and the SM–Civitas merger shakeup. A packed episode full of global finance, energy policy, and market insights.Subscribe to Our Substack For Daily Insights Want to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio Survey Need Power For Your Data Center, Hospital, or Business? Follow Stuart On LinkedIn:https://www.linkedin.com/in/stuturley/ andTwitter: https://twitter.com/STUARTTURLEY16 Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... andTwitter: https://twitter.com/mtanner_1 Timestamps: 00:00 - Intro00:13 - Is the US Petrodollar Dead, or Just Wounded?05:01 - The IEA Now Thinks Oil Demand Will Keep Rising Until 2050. Energy Reality is Setting In.08:57 - America's Strategic Energy Asset: Why the Ohio, West Virginia, Pennsylvania Region Must Be Prioritized for Power, Prosperity, and National Security11:39 - Rising Electricity Prices Started Long Before AI, and Should Not Be Politicized Incorrectly14:28v - The Rhyme and Reason behind Rising Electricity Prices17:26 - The World's First Thorium Molten Salt Reactor in China22:11 - Markets Update24:12 - SM–Civitas Merger Move26:24 - Outro Links to articles discussed:Is the US Petrodollar Dead, or Just Wounded?The IEA Now Thinks Oil Demand Will Keep Rising Until 2050. Energy Reality is Setting In.America's Strategic Energy Asset: Why the Ohio, West Virginia, Pennsylvania Region Must Be Prioritized for Power, Prosperity, and National SecurityRising Electricity Prices Started Long Before AI, and Should Not Be Politicized IncorrectlyThe Rhyme and Reason behind Rising Electricity PricesThe World's First Thorium Molten Salt Reactor in China

Today we had the opportunity to host Jim Bride, President of Energy Tariff Experts (ETE). We became familiar with Jim after reading his report on power generation costs and impacts on electric bills earlier this year (linked here). Jim founded ETE in 2013 to provide expert consulting, data products, and analysis related to retail electricity, natural gas, and water rates. Before founding ETE, Jim served as a Portfolio Manager at EnerNOC and earlier in his career worked as an environmental professional at Tetra Tech EMI, focused on EPA Superfund investigations and brownfield remediation. ETE helps clients navigate the complex world of energy rates by providing actionable data and insights on utility pricing structures to facilitate efficient capital deployment, reduce energy expenses, and enhance the performance of distributed energy resource management systems. We were thrilled to visit with Jim to discuss ETE's report and the power landscape more broadly. In our conversation, we begin by exploring how rising power prices, especially in the PJM market, are gaining political attention. Jim then provides a brief history of the utility sector, tracing the deregulation movement that began in the 1980s and ultimately reshaped the industry into separate components for generation, transmission, and distribution. We discuss how each of these components, along with public-policy charges like renewable mandates or green standards, contribute to PJM customers' bills. Jim describes his team's extensive effort to reconstruct 12 years of utility tariff data to understand which costs have been driving recent increases. Their findings show that while generation costs had broadly fallen for a decade due to cheap shale-driven natural gas and competitive markets, only spiking briefly during the Ukraine-related gas price surge, transmission charges have grown significantly as utilities invest heavily in new and replacement infrastructure under favorable FERC rules. In states like New Jersey and Maryland, public-policy charges tied to decarbonization mandates have also risen meaningfully. The result is that today's higher bills stem mainly from transmission spending and policy add-ons, not from generation itself, though all components interact. The discussion closes with reflections on aging grid assets, rising load from electrification and data centers, and how future planning and policy choices will shape costs going forward. It was a meaty conversation and we greatly appreciate Jim joining us. To start the show, Mike Bradley highlighted that markets over the last week can best be described as “wobbly” due to growing interest rate cut concerns, continued broader market valuation concerns, and AI/Tech equity exhaustion. On the bond market front, the 10-year bond yield has crept up recently to just over 4.1% on concerns that the Fed may not cut interest rates at their December FOMC Meeting. The odds of a December rate cut have fallen from ~75% just a few weeks ago to ~50% today. Over the last month, Bitcoin has plunged from a peak of ~$125k to ~$90k, which also implies there's a bit of a risk-off trade occurring. On the broader equity market front, the S&P 500 is down ~3% over the last week (down ~5% from recent highs) and seems to have lost its long-held trading momentum. Big6 AI/Tech stocks are down ~11% from recent all-time highs and both the S&P 500 and Big6 AI/Tech stocks are nearing technically oversold levels, which hasn't been seen since the April tariff scare. NVIDIA will report its Q3 results after the close on Wednesday, and it will be a huge test to see whether Big AI/Tech equities will continue to be the broader equity market leaders. On the oil market front, the WTI price continues to hold the $60/bbl level, with the biggest overhang continuing to be the size of the 2026 global oil supply surplus. The IEA

Watch the video interview here One of the common pain points when calculating your carbon emissions is simply gathering the data. When collating data from different departments and suppliers, it can be easy to get overwhelmed. The struggle doesn't stop there, as after obtaining all that data you have to find the best way to capture and display it in a way that's useable for the necessary number crunching. Many will turn to an old favourite, spreadsheets, but these can quickly become very unwieldy and impractical if you've got a lot of data to process. Thankfully, there's a lot of new tech and tools available to help make this task both approachable and integrated within your business. In this episode, Mel Blackmore is joined by Jessica Matthys, Lead Product Manager at Pulsora, to discuss how you can take data complexity from spreadsheets to supply chains, diving into data fragmentation, optimisation and how this can all be balanced for practicality. You'll learn ·      Who is Jessica Matthys? ·      Who are Pulsora? ·      What does data complexity mean in the context of carbon accounting? ·      What are the requirements for CSRD in California? ·      What are the biggest pain points relating to data collection? ·      How can you prevent data fragmentation across your business? ·      What does 'Comprehensive data' mean in the context of sustainability? ·      How can Pulsora help a business take their carbon data from spreadsheets to integrated data systems? ·      How can you make you carbon data more auditable and traceable? ·      How can new carbon focused technology, such as AI tools, help with seeking investment? ·      How can you get information from your supply chain to cover scope 3 emissions?   Resources ·      Pulsora ·      CSRD – California Regulations ·      SB-253 & SB-261 ·      Carbonology   In this episode, we talk about: [00:25] Episode Summary – Mel Blackmore is joined by Jessica Matthys, Lead Product Manager at Pulsora, to explore how you can take data complexity from spreadsheets to supply chains, diving into data fragmentation, optimisation and how this can all be balanced for practicality. [01:40] Who is Jessica Matthys: Is the Lead Product Manager for carbon solutions at Pulsora. She's been with Pulsora for a year and a half, but has worked within the ESG / carbon / sustainability space for over 8 years in total. Something that people might not know about Jessica is that her passion for sustainability started much earlier than her working career, starting in high school where she opted to live on a farm for one semester. That unique experience of working closely with nature and animals set her on the path that she still walks today. [02:30] Who are Pulsora? Pulsora is an end to end sustainability management AI powered platform. They can manage anything from data collection and carbon accounting all the way towards ESG reporting and audit support. The focus of their platform is auditability and transparency . [04:40] What does data complexity mean in the context of carbon accounting? Jessica breaks this down into three main elements: Disparate nature of data – When compiling data for greenhouse gas accounting, you have to take a lot into consideration including your own production and consumption in addition to all the upstream and downstream relationships across your value chain. The data for all of this will be scattered and will need to be brought together in order to get a full comprehensive view of your emissions data. Missing primary data – Some data may be very difficult to obtain, say from a supplier in a remote region, so in those cases you may need to make estimations to fill those gaps. However, you need to establish a proven and trusted methodology that can be repeated for such instances. Auditability and transparency – Your data needs to be robust enough to hold up to scrutiny in an audit. New and upcoming regulatory requirements will have stricter rules around how you collect and report your emissions. We can see this in regulations such as SB 253 and 261 within CSRD that will affect businesses in California. There's a new focus on mandatory reporting as opposed to voluntary, so you will need to ensure your data is in a good place to be audited when this starts to effect other organisations globally. [07:30] What are the requirements for CSRD in California? There are two main climate bills coming into effect in California in 2026, these are SB-253 and SB-261, which are supported by CARB (California Air Resources Board). These two regulations affect businesses who are either doing business in, have employees located in, or selling products over a certain revenue threshold in California. Affected businesses will be required to report on their scope 1, 2 and 3 emissions. There isn't anything new in these regulations that we haven't already seen in other European focused requirements, aside from the mandatory element. The first deadline for this reporting is expected to be due by June 2026, and this first year they will only be expecting reports for your scope 1 and 2 data. SB-261 has a slightly different focus, with it requiring climate risk reporting. This is similar to existing frameworks like ISSB or TCFD. This report can be published publicly and you just need to submit a link to that report to the appropriate bodies in California. The deadline for this one is fast approaching, with it being set at 1st January 2026. [11:10] What are the biggest pain points relating to data collection?: Jessica shares an example of a company that came to Pulsora with a spreadsheet that they dubbed 'the monster spreadsheet' that contained 100+ tabs with hundreds of people adding to it. It got to the point where it was always crashing and simply became a burden to use. It's a fairly common story, though maybe not to this extreme, that companies find they quickly outgrow spreadsheets as a form of manual data collection. There is also the question of the quality of data provided, how can they trust the insights gained from the data provided from so many different sources? At Pulsora, they've made use of AI within their platform that can help bring all that data together and analyse it to identify any anomalies and duplicated data. They've also focused on creating collaborative workflows, so all communications regarding collection of emissions data can be kept under one roof, meaning you have a fully traceable and auditable trail for all data collected. [15:10] How can you prevent data fragmentation across your business? Pulsora have made use of AI to prevent data fragmentation, they have achieved this with agentic AI, which is AI that can coordinate between different paths and can make decisions without a human in the loop. A use case for this might be where you have a company with thousands of suppliers, but would only be able to get emissions data from the handful of long-term suppliers that are happy to work with them. AI can assist with the remaining suppliers by looking for any published information those suppliers have, and take that emissions and financial data to create an intensity factor for the supplier. This can then make an informed estimate for how many emissions equate from so much spend with that supplier. The AI will of course keep a trail for all it's sourced data so a human can review this and ensure the information is correct if needed. [18:45] What does 'Comprehensive data' mean in the context of sustainability? When gathering emissions data, a business has to consider what part of its operations creates the most emissions. This will differ depending on the sector and nature of your business. Whether you're a B2B business or a manufacturer, you need to confirm where your largest emissions source. It's imperative that your emissions inventory is reflective of your business and its impact.  There will also be gaps in the data you want / need to collect. You still need to ensure that data in any reporting provided is reflective of your operations, you can't just leave that data out, especially as there are now tools to help fill those gaps. AI for example can identify representative data to help bridge those gaps to provide a comprehensive inventory. [22:35] How can Pulsora help a business take their carbon data from spreadsheets to integrated data systems?: Jessica uses a company, Franklin Templeton, to explain the process. In this case, the company is a global asset manager and they used Workday for a lot of their HR, procurement and financial data. When it came to collating emissions data, they didn't realise that 95% of the information needed was already stored in Workday. For other companies that are quire energy intensive, there's a high chance that you already have a comprehensive system with most of the data required. In Franklin Templeton's case, they helped them to transfer this over into the Pulsora system with an existing out-of-the-box migration tool for Workday. For the HR data Pulsora were able to assist with ESG reporting. The Pulsora system was able to apply emissions factors to the transferred data automatically, which helped to create a comprehensive view of their scope 1, 2 and 3 emissions. Jessica give another example for a glass manufacturing company called Seagen who are based in Turkey. While they didn't have the monster spreadsheet situation, they had a fairly good system in place but it wasn't quite reaching the mark in terms of being able to report against multiple different carbon frameworks. Pulsora's system help to quantify their data, quite a task in of itself due to how high their emissions were, and it also helped to apply all this gathered data to those carbon frameworks. They also utilised Pulsora to help gather various metrics from 7 business units across 100 sites, that aided in audit preparation and insurance. [29:00] How can you make you carbon data more auditable and traceable?:  If you're just starting out on your emissions journey, we highly recommend looking to the GHG protocol for guidance on the scope 1,2 and 3 definitions and what's required of each for reporting. The first step you should take is to determine what scopes and categories are relevant to your business according to the GHG protocol. There are a few different approaches including a percentage based approach or ones that include more detailed data analysis. The second step is emission factors, which is essentially a process of taking your business activities and translating that into emissions. You need to establish a consistent approach to documenting these emission factors, and those emissions factors will be determined by your region. UK for example use DEFRA factors, the US have EPA and Europe uses AIB. There are global data sets available as well, such as IEA. The main key is establishing your methodology early on, and be consistent in your approach while documenting everything in line with that agreed methodology. For a more structured approach to carbon emissions reporting, that includes auditability and traceability at it's core are ISO Standards such as ISO 14064 and ISO 14068. [32:45] How can new carbon focused technology, such as AI tools, help with seeking investment? Jessica shares a sneak peak into a new feature that Pulsora have recently released to help with seeking investment, which is invoice reading. This feature allows users to upload invoices to the Pulsora system, and it will extract the required data without the need for manual input. This aids in the auditability and traceability within the system as this data is displayed right alongside the evidence it was extracted from. The system can also compare file content to spot and flag up any anomalies, so you can ensure your data is as accurate as possible before going through a formal audit process with a third-party such as Carbonology. That stamp of approval from a successful third-party audit can then be used for raising capital and sharing with stakeholders. [35:55] How can you get information from your supply chain to cover scope 3 emissions?:  Jessica provides some helpful tips for scope 3 emissions, including:- Don't worry about getting primary information from all of your suppliers. You only need enough data to identify your decarbonization plans and strategy to share with stakeholders with a high degree of confidence. You don't have to get it 100% perfect. Prioritise your suppliers – Consider how much you spend with each supplier, how good are your relationships with them? What impact do your suppliers have on your emissions? You should target the ones that are the most impactful. A lack of response doesn't always mean a lack of data -  Some supplier just won't respond to your data requests, but there are ways you can still get some information, such as 10 based emission factors to get a baseline. With publicly available data about specific sectors and regions, you can get pretty close to the info you need. Get creative – There are other ways to gather data, such as using similar more responsive suppliers as a baseline. You could hold an industry group meeting to talk about improving data transparency and data sharing. This process will be beneficial for all involved by driving both costs and emissions down through a collaborative effort. Create a sphere of influence, drive the change you want to see within your supply chain. Create a Supplier Sustainability Strategy – Again, a consistent and planned approach will encourage engagement. Lastly, don't sweat it if you can't always get the data you want. Making a start is more important than getting it perfect. A lot of frameworks are quite forgiving and allow you time to mature your systems to a level where reporting can be repeated on an annual basis. [40:30] What book would Jessica recommend? A Costa Rica travel book. Jessica simply love the country and it's culture, it's also highly immersive in nature and mostly operates on renewable energy. [40:30] What is Jessica's favourite quote? "If you were born with the weakness to fall, you were born with the strength to rise" Ruby Carr – extract from her poetry book 'Milk and Honey' If you'd like to learn more about Pulsora, check out their website. We'd love to hear your views and comments about the ISO Show, here's how: ●     Share the ISO Show on Twitter or Linkedin ●     Leave an honest review on iTunes or Soundcloud. Your ratings and reviews really help and we read each one. Subscribe to keep up-to-date with our latest episodes: Stitcher | Spotify | YouTube |iTunes | Soundcloud | Mailing List

Around the globe, and here in the United States, energy markets face huge uncertainties. They include everything from rising geopolitical tensions to a wave of new liquefied natural gas supply, and from concentrated critical mineral supply chains to growing demand for electricity. These uncertainties are reflected by the International Energy Agency in this year's World Energy Outlook, which explores a range of possible energy futures — particularly around oil and gas demand.  So how have energy policies at the country level, growing economic warfare, and rising prices impacted the IEA's outlook? How should we understand the role of energy security and geopolitical risk? Here in the US, how have energy policy shifts impacted the outlook? And what role do the transition to electric mobility and the pace of energy innovation play? This week, Jason Bordoff talks to Tim Gould about this year's World Energy Outlook, the IEA's flagship annual report. It projects a world with as much as 3 degrees of warming by 2100, under current policies, or with as little as 1.5 degrees of warming by 2100 if global energy systems quickly decarbonize. Tim is the International Energy Agency's chief energy economist. As part of this role, he co-leads the World Energy Outlook. Tim joined the IEA in 2008 as a specialist on Russian and Caspian energy. Before joining the agency, Tim worked on European and Eurasian energy issues in Brussels. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Gregory Vilfranc.  

Brazil's environment minister Marina Silva is calling on nations to commit to a voluntary and "self-determined" fossil-fuel phaseout roadmap at COP30. Debate continues over how aggressive nations should be and how such a roadmap should be enforced. Source: https://www.theguardian.com/environment/2025/nov/16/have-courage-to-create-fossil-fuel-phaseout-roadmap-at-cop30-brazilian-minister-urges Sodium-Ion Batteries That Work at -100°C Researchers at Purdue University have demonstrated a sodium-ion battery capable of operating reliably in extreme cold. The pouch cell was tested with real wind and solar inputs, raising possibilities for remote, polar, and space applications. Lightning Round At COP30 there are 50 fossil-fuel lobbyists for every delegate from the Philippines. The IEA's latest oil-demand forecast assumes no EV growth outside China and Europe—an assumption that defies basic economics and was influenced by Trump-era pressure. Sky debuts a silent, zero-emission hydrogen + sodium battery power system for film and TV sets. Story: https://fcw.sh/RgGKB0 Contact Us cleanenergyshow@gmail.com or leave us an online voicemail: http://speakpipe.com/clean Support The Clean Energy Show Join the Clean Club on our Patreon Page. Our PayPal Donate Page offers one-time or regular donations. Store Visit The Clean Energy Show Store      

This week on the podcast, Jackie and Peter break down the Canadian government's latest release of nation-building projects. The second tranche includes a major LNG export development, Ksi Lisims LNG, along with a new electricity transmission line in Northwest B.C., three mining projects, and plans for a Northwest Critical Conservation Corridor. They then turn to the IEA's World Energy Outlook (WEO) 2025, which reintroduces the Current Policies Scenario (CPS) after a five-year hiatus. The CPS examines how global energy demand evolves under existing policies and shows oil and gas consumption continuing to grow through 2050. The report also highlights the energy requirements of rapidly expanding AI data centers. Jackie and Peter debate how this surge in load will be met—and which energy sources are most likely to power it. Content referenced in this podcast includes:Prime Minister Carney announces second tranche of nation-building projects referred to the Major Projects Office (November 13, 2025) IEA World Energy Outlook 2025 (November 12, 2025) Open Circuit Podcast (November 7, 2025) The Stargate Project (January 2025) How Meta's Data Centers Drive Economic Growth Across the US (November 7, 2025) US electric vehicle sales slow as Trump champions petrol (November 13, 2025) Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ Check us out on social media: X (Twitter): @arcenergyinstLinkedIn: @ARC Energy Research Institute Subscribe to ARC Energy Ideas PodcastApple PodcastsAmazon MusicSpotify 

In deze aflevering hebben Jilles van den Beukel en ik het onder meer over: - de vorige week door het IEA gepresenteerde World Energy Outlook – een rijk, uiterst waardevol document vol boeiende analyses of een instrument voor politieke beïnvloeding dat daardoor steeds meer aan kracht verliest? https://www.iea.org/reports/world-energy-outlook-2025 - een rapport, waarvan Jilles een van de auteurs is, over ‘kussengasreserves' en hoe die de leveringszekerheid en betaalbaarheid van gas kunnen verbeteren https://ce.nl/publicaties/strategische-kussengasreserves/ - COP30 in Brazilië waarover de NOS een opmerkelijk bericht maakte en daarbij z'n – volgens eigen zeggen – “hoogste journalistieke eisen van zorgvuldigheid, betrouwbaarheid, ongebondenheid, pluriformiteit en objectiviteit” overboord kieperde https://x.com/remcodb/status/1989281790742462912?s=20 - Griekenland gaat gas winnen, en heeft daarvoor voor het eerst in veertig jaar een deal gesloten, onder grote belangstelling en aanmoediging van de Verenigde Staten https://www.france24.com/en/live-news/20251107-greece-woos-us-energy-deals-as-eco-groups-cry-foul - Duitsland, dat zich opmaakt voor de bouw van nieuwe gascentrales https://www.cleanenergywire.org/news/germany-scales-back-plans-new-gas-fired-power-plants

Brent råolieVerdens førende energiorganisation, IEA, nedtoner klimaambitioner og hæver forventningerne til olieefterspørgslen i deres nye scenarier. Det ændrer de langsigtede udsigter. Vi forventer dog fortsat, at et globalt olieoverskud presser prisen ned mod $55 i 2. kvartal 2026, før lavere amerikansk produktion, stigende efterspørgsel og ændret OPEC-strategi kan løfte prisen til $60-70 senere i 2026 og ind i 2027. DieselGeopolitik og højere fragtrater driver dieselprisen op, selvom olielagrene er rigelige. Vi anbefaler at fastholde en prissikring på 50% for 2026 og 2027, da dagens pris over DKK 4,00 ikke er attraktiv. Altså, afvent yderligere prissikring. Vi regner med et fald mod DKK 3,00 i 2. kvartal 2026, og det kan igen gøre ny prissikring relevant. NaturgasKoldere vejr og stigende gasforbrug har sat gang i vintertrækket fra lagrene, og risikoen for forsinkelser i nye LNG-terminaler øger risikoen for højere priser. Vi anbefaler derfor danske virksomheder at afdække denne vinters gasforbrug højere end normalt og at løfte prissikringen af vinteren 2026/2027 fra lav til normal (typisk 50 %).Læs hele analysen her.Vigtig investorinformation.

In this episode of Energy Newsbeat – Conversations in Energy, host Stu Turley sits down with Dr. Lars Schernikau, author of The Unpopular Truth About Electricity and the Future of Energy, to unpack why reliability and affordability must lead energy policy. They dive into the real costs of large-scale wind and solar—intermittency, low energy density, short lifetimes, grid stability (AC vs. DC/inertia), and hidden disposal/subsidy issues—contrast ERCOT nameplate vs. actual load, and spotlight energy poverty from Pakistan to Africa. Schernikau argues that “energy security starts at home,” calling for honest accounting and smarter investment in modern thermal, nuclear (incl. SMRs), geothermal, and long-horizon fusion—while noting AI/data centers make power resilience more critical than ever. Along the way: Bill Gates' recent climate-risk comments, COP priorities, NJ Ayuk and Chris Wright's energy-access push, and why financing institutions are beginning to rethink greenwashed narratives. Learn more at unpopular-truth.com.Dr. Schernikau, Thank You for your wonderful leadership in the world of Energy markets, and I look forward to more discussions. - Stu Highlights of the Podcast 00:00 - Intro01:27 – Net Zero and Bill Gates' Shift02:01 – Why Energy Reliability Matters03:13 – Ending Energy Poverty03:58 – Energy Efficiency Through History05:57 – Book Mention: Unpopular Truth06:12 – COP and Climate Priorities07:08 – Reliability Before Affordability09:04 – ERCOT Grid Costs & Overbuild10:39 – The 3 Problems: Intermittency, Density, Lifetime14:36 – Solar Durability Issues15:30 – Overbuilding and Storage Costs17:24 – Subsidies & Disposal Costs18:49 – Recycling and Greenwashing19:43 – Grid Stability: AC vs. DC23:16 – Energy Security Risks24:25 – Complex Grids & Vulnerability26:50 – Africa's Energy Development27:55 – Global Fuel Dependence32:26 – Politics, IEA, and Funding33:42 – Real Cost of Wind & Solar35:39 – Geothermal Laser Breakthrough36:10 – Future of Energy: Nuclear to Fusion38:38 – Germany's Nuclear Irony39:11 – European Politics & Hope40:10 – Financing & Greenwashing Shift42:33 – Wrap Up & Final ThoughtsFull transcript on https://theenergynewsbeat.substack.com/

Det er klart for forhandlinger i Stortinget mellom de rødgrønne partiene og Arbeiderpartiet. Motsetningene er store blant annet når det gjelder CO₂-avgift på bensin og diesel. Budsjettforhandlingene i Stortinget er en av sakene som drøftes i denne utgaven av Klimax. Blant de mer prinsipielle spørsmålene er om økte CO₂-avgifter på bensin og diesel skal kompenseres med lavere veibruksavgift. Dette er Senterpartiet for, SV og MDG imot. Vi diskuterer også at EU trolig innfører toll på norske ferrolegeringer og spør om dette vil gi økt press på Norge når det gjelder innføring av EU-direktivene som ble satt på vent i vår. En sak som har fått stor oppmerksomhet denne uken er at det inntil videre er satt stopper for innblanding av metanhemmere i kufôr. Dette er et klimatiltak som det var store forventninger til, men motstanden har også vært stor – blant annet på grunn av rapporter om negative virkninger for dyrehelsen i Danmark. Den store saken på den internasjonale arenaen denne uken er at Det internasjonale energibyåret IEA har presentert sin årlige rapport, og i Klimax drøfter vi noen hovedpoenger i rapporten. Årets IEA-rapport inneholder det vi kan kalle Donald Trumps drømmescenario, nemlig fortsatt vekst i olje, kull og gassforbruket – og dermed utslippene – helt frem til 2050. Et annet scenario viser at «peak demand» er nær forestående både i olje og kull, mens gass er mer usikkert. Med i denne podkasten er: Anders Bjartnes, kommentator i Energi og Klima og redaktør for Norsk klimastiftelses publikasjoner. Kirsten Å. Øystese, prosjektleder i Norsk klimastiftelse Lars-Henrik Paarup Michelsen, daglig leder i Norsk klimastiftelse Podkasten er tatt opp torsdag 13. november. Lenke til omtalte saker og nyttig bakgrunn: Ny rapport fra Global Carbon Project – ekspertintervju med Cicero-forsker Glen Peters. Viktigste funn i IEAs World Energy Outlook – kommentar signert Anders Bjartnes. Marginal fremgang når det gjelder utslippskutt – rapport fra sekretariatet til FNs klimakonvensjon. Trolig toll på norske ferrolegeringer – nyhetssak signert Energi og Klimas korrespondent Philippe Bédos Ulvin. Bruken av metanhemmere stoppes inntil videre – sak i VG. Hosted on Acast. See acast.com/privacy for more information.

China stoppt seinen Emissionsanstieg, die IEA sieht das Ende des fossilen Zeitalters – und Europa ringt sich endlich zum Klimaziel 2040 durch. Zum Schluss schauen wir auf die COP30 in Belém: Was passiert in der ersten Woche, wer verhandelt worüber – und wie ordnen zwei Menschen vor Ort die Stimmung ein?Weiterlesen: China & IEA: German solar capacity breaches 100 gigawatts – industry association | Clean Energy Wire (Clean Energy Wire) Analysis: China's CO2 emissions have now been flat or falling for 18 months - Carbon Brief (CarbonBrief) World Energy Outlook 2025 – Analysis - IEA (IEA) Supply boom in cheaper renewables will seal end of fossil fuel era, says IEA (The Guardian) EU-Klimaziel, Lieferkettenrichtlinie & KTF:Weniger Klimaschutz-Gelder für 2026 - correctiv.org (Correctiv) https://www.greens-efa.eu/de/artikel/press/eu-parlament-beschlie%C3%9Ft-klimaziel-2040-klimasabotage-von-rechts-in-allerletzter-minute-abgewendet (Greens-EFA) COP30 / Lage in Belém:UN-Klimakonferenz: De­mons­tran­t*in­nen durchbrechen Türen | taz.de (taz) Protesters and UN security clash at climate summit in Brazil - POLITICO (POLITICO) COP Daily: COP Daily | Fridays for Future Wir freuen uns über Feedback und Kommentare zu den Themen der Folge direkt auf Spotify, auf Instagram, Twitter oder in unserem Podcast-Telegram-Kanal. Allgemeine Anregungen oder Fragen? Schreib uns! redaktion@klimanews-podcast.deRedaktion: Luis von Randow (RvD), Johann LensingRedaktion: Luis von Randow (RvD), Johann LensingModeration, Produktion & Schnitt: Fynn Dresler

On today's show we are looking at what I consider to be one of the most ridiculous market forecasts from what should be a respectable institution.The IEA which is based in Paris issued an updated demand model in the run up to the UN's annual climate change talks, this year scheduled to take place in Brazil. I believe it is important to understand energy markets, even as a real estate investor. It's important because energy is the economy. You cannot have a unit of economic output without a corresponding unit of energy being consumed somewhere in the world. These two have been inextricably intertwined throughout history. The problem with the IEA line of thinking is that it looks at oil and gas  consumption without considering oil and gas supply. Supply and demand cannot be unbalanced for more than a few months. The oil industry only holds about 40 days of supply in inventory worldwide. So if supply and demand fall out of balance, prices will swing considerably which will ultimately affect demand. In the short term demand is relatively inelastic with price. You're not about to drive 3/4 of the way to work if the price of gas goes up by 1/3. But over time, capital decisions are made based on the economic model associated with each energy source. The US hit peak oil supply this year. That means the cost and effort to extract a barrel of oil from the ground is going to go up from here. The IEA report puts the global daily consumption of oil at around 100M barrels per day. Under the “Current Policies Scenario,” which is based on existing policy and regulations, global demand rises to 105 million barrels a day in 2035 and 113 million barrels a day in 2050, from 100 million barrels a day last year, mainly driven by petrochemical feedstocks and aviation.There are a few problems with this analysis. The first is that global oil consumption is already 104.6M barrels per day now in 2025 and the IEA is saying that it's going to take another decade to reach that demand.The biggest problem is that their model puts too much emphasis on government policy as the primary driving force affecting oil demand. There is oil on paper and then there is oil in the tank. These are not the same. Just because someone in Washington or Paris or London issues a policy statement about oil consumption you have to remember that the decision to consume oil consists of billions of micro decisions.-----------**Real Estate Espresso Podcast:**

Kevin covered the following stories: Has Noah's Ark finally been found?; Phil Flynn's Energy Report discusses the International Energy Agency's (IEA) ridiculous prediction of peak oil demand and the Climmunist's gathering in Brazil called Conference of the Parties 30 (COP 30) Climate Change Conference; Hurricane Specialist Bryan Norcross assesses the 2025 Hurricane Season; Kevin has the details, sifts through the data, puts the information into historical perspective, offers his insights and opinions. 

Kevin covered the following stories: Has Noah's Ark finally been found?; Phil Flynn's Energy Report discusses the International Energy Agency's (IEA) ridiculous prediction of peak oil demand and the Climmunist's gathering in Brazil called Conference of the Parties 30 (COP 30) Climate Change Conference; Hurricane Specialist Bryan Norcross assesses the 2025 Hurricane Season; Kevin has the details, sifts through the data, puts the information into historical perspective, offers his insights and opinions. See omnystudio.com/listener for privacy information.

In this episode of Energy Newsbeat Daily Standup, Stu Turley and Michael Tanner break break down Gavin Newsom's COP30 grandstanding, Trump's coal revival predictions, and why China dominates clean-energy manufacturing while still running on coal and oil. They unpack billions pouring into U.S. nuclear projects—and why real returns are still a decade away—before diving into Chevron's first West Texas data-center power project and Liberty Energy's early lead in the space. The duo closes with the IEA's updated outlook showing oil and gas demand rising through 2050, shaky OPEC signals pushing prices down, and Baytex's surprising Eagle Ford exit. A fast, fiery roundup of energy reality, markets, and industry moves.Subscribe to Our Substack For Daily Insights Want to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio Survey Need Power For Your Data Center, Hospital, or Business? Follow Stuart On LinkedIn:https://www.linkedin.com/in/stuturley/ andTwitter: https://twitter.com/STUARTTURLEY16 Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... andTwitter: https://twitter.com/mtanner_1 Timestamps: 00:00 - Intro00:17 - COPs from the UN have failed and it is time for a real dose of climate realism – What will Gavin Newsom do now for a speech punch line?03:26 - Trump Predicted the return of Coal, but not to it's glory days in the U.S. – Doug Sheridan05:58 - Billions Are Flowing into the US Nuclear Sector, but How Long Until Returns Are Realized?07:54 - Chevron Rolls Into West Texas for First Data Center Power Project – Following Liberty Energy's Business Model10:36 - Oil and Gas Demand Could Grow Until 2050, Says the IEA – In the Words of Monty Python “Oil's not quite Dead Yet”15:02 - Markets Update16:39 - Baytex to Divest of U.S. Eagle Ford Assets to Advance Higher-Return Canadian Core Portfolio18:57 - Outro Links to articles discussed:COPs from the UN have failed and it is time for a real dose of climate realism – What will Gavin Newsom do now for a speech punch line?Trump Predicted the return of Coal, but not to it's glory days in the U.S. – Doug SheridanBillions Are Flowing into the US Nuclear Sector, but How Long Until Returns Are Realized?Chevron Rolls Into West Texas for First Data Center Power Project – Following Liberty Energy's Business ModelOil and Gas Demand Could Grow Until 2050, Says the IEA – In the Words of Monty Python “Oil's not quite Dead Yet”

Kevin covered the following stories: Has Noah's Ark finally been found?; Phil Flynn's Energy Report discusses the International Energy Agency's (IEA) ridiculous prediction of peak oil demand and the Climmunist's gathering in Brazil called Conference of the Parties 30 (COP 30) Climate Change Conference; Hurricane Specialist Bryan Norcross assesses the 2025 Hurricane Season; Kevin has the details, sifts through the data, puts the information into historical perspective, offers his insights and opinions. See omnystudio.com/listener for privacy information.

Kevin covered the following stories: Has Noah's Ark finally been found?; Phil Flynn's Energy Report discusses the International Energy Agency's (IEA) ridiculous prediction of peak oil demand and the Climmunist's gathering in Brazil called Conference of the Parties 30 (COP 30) Climate Change Conference; Hurricane Specialist Bryan Norcross assesses the 2025 Hurricane Season; Kevin has the details, sifts through the data, puts the information into historical perspective, offers his insights and opinions. 

Kia ora,Welcome to Friday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the international edition from Interest.co.nz.And today we lead with news that we have unexpectedly weak data from China and unexpectedly strong data from Australia.But first in the US, it is back to work for their Federal government after the record 43 day shutdown impasse ends - at least until January 30 when the current deal needs renewal again. Missed official data releases there may in fact be skipped, so there may not be a catch-up until the next scheduled releases.Meanwhile, American companies continue with their big job cuts.Across the Pacific in China, their new yuan loan levels for October came in unexpectedly weak. They dropped sharply to just ¥220 bln, down from ¥1.3 tln in September and ¥500 bln in October last year. Markets had expected ¥500 bln, so the actual data underscores the continued weakness in credit demand. To put it in perspective, apart from July's unusual dip, this October result is their weakest of any month in at least ten years.After a disappointing retreat in August, EU industrial production bounced back far less in September than expected. It is now only +1.2% higher (real) than a year ago, less than the expected +2.1% rise most analysts had anticipated. They will be disappointed, but for them at least it is still growing in real terms.In Australia, they delivered another very strong set of employment data with jobs expanding by +42,200 and full time jobs expanding by +55,300. Their jobless rate fell more than expected to 4.2% (NZ is 5.3%.) This, along with inflation above target, will have the RBA thinking hard about their December 9 cash rate target which is currently 3.6%. Aussie bond yields spiked higher on the news, taking the NZGB yields up with them.Australian consumer inflation expectations slipped slightly to 4.5% in November from 4.8% in October, the lowest reading since August. Actual CPI inflation in September came in at 3.5%.Also in Australia, the opposition Liberal Party has dumped its commitment to net zero policies, a capitulation that will likely isolate it further from the electorate. It will now really struggle to hold its big city electorates from spirited challenges by teal candidates. In an odd 'compromise' they committed to staying in the Paris Agreement, but without Net Zero that is just greenwashing which will fool no-one. We are probably witnessing the demise of a political party that once was their 'natural' governing political force. Australia will now need a proper liberal opposition to Labor, maybe one born out of the teals.Just as the Aussie Liberals were making that Trumpish decision, the IEA released its 2025 World Energy Outlook. It concluded that technology has moved so far so fast that "options to reduce emissions substantially are well understood and, in many cases, cost effective." From here, staying with fossil fuels will come with cost penalties.Globally, freight rates for containerised cargoes dipped -5% this past week mainly on China-US rates, although China-EU rates rose marginally. Overall that makes them -46% lower than year-ago levels. Bulk freight rates are little-changed this week, to be +25% higher than year-ago levels.The UST 10yr yield is now at 4.10%, up +4 bps from yesterday at this time.The price of gold will start today at US$4198/oz, up another +US$8 from this time yesterday. It is rising again but it is still below its record US$4350 on October 21, 2025. Silver is moving up too, now at US$53/oz but again still lower than its its recent peak of US$54.50 on October 17, 2025American oil prices have recovered +50 USc from yesterday to be just on US$59/bbl, with the international Brent price now over US$63/bbl.The Kiwi dollar is now at just on 56.7 USc, and up +10 bps from yesterday. Against the Aussie we have held at 86.6 AUc. Against the euro we are down -10 bps at 48.7 euro cents. That all means our TWI-5 starts today at just under 61.2 and little-changed from yesterday.The bitcoin price starts today at US$101,032 and down another -0.6% from yesterday. Volatility over the past 24 hours has been modest at just on +/- 1.5%.You can get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston. And we will do this again on Monday.

Ieri alla Cop30 di Belèm sono tornate le proteste della società civile, dopo 3 anni di stati che reprimevano ogni libertà di espressione, in particolare della numerosa società indigena brasiliana – tra cui oltre 200 navi della flotilla che è scesa lungo il Rio delle Amazzoni. Ce lo racconta Giacomo Talignani, giornalista in diretta da Belém, insieme ai suoni, alle voci e al caos che le proteste hanno portato nei negoziati.Dopo oltre un mese dal cosiddetto cessate il fuoco a Gaza tra Israele e Hamas, i negoziati per la seconda fase sono bloccati – ma l'esercito israeliano ha intanto uccio più di 250 palestinesi e feriti oltre 600. In più, c'è stato il primo voto a favore della leggere per inserire la pena di morte per i palestinesi condannati per terrorismo.L'Agenzia internazionale dell'energia ha rilasciato il World energy outlook: entro il 2030 potrebbe esserci il picco di consumo di petrolio e carbone, ma le pressioni degli Stati Uniti hanno influenzato anche questo dibattito.Rassegna stampa: È passato un mese dal cessate il fuoco a Gaza. E Israele lo ha violato almeno 282 volte, Luigi Mastrodonato 

We need a laugh (?) so this week we are going through a report written by Professor John Hibbs for the IEA (the bad one) nearly twenty years ago, and twenty years after Britain's buses were deregulated outside of London and proceeded to be completely decimated, where they weren't engaging in outright urban combat. In its pages, we see why he and the IEA maniacs think that deregulation was great, and why moving away from it would be a disaster. As the architect of deregulation, Hibbs was (RIP) a dangerous, dogmatic extremist who has caused untold misery to millions, but reading this will be extremely funny because what he has written is extremely and obviously stupid and his elevation makes a mockery of academic transport "science". Hahahaha (cries). Support #Railnatter at https://patreon.com/garethdennis. Merch at https://merch.railnatter.uk. Join in the discussion at https://discord.railnatter.uk. You can also buy my book #HowTheRailwaysWillFixTheFuture: https://bit.ly/HowTheRailways

Enerji Günlüğü Haber Bülteni:Türkiye'nin ve Dünyanın Enerji Gündemienerjigunlugu.net

Today we were delighted to welcome Dr. Anas Alhajji, Managing Partner of Energy Outlook Advisors and Author of the Energy Outlook Advisors Substack (linked here). Dr. Alhajji is a leading expert on global energy markets. He advises governments, companies, financial institutions, and investors on oil and gas outlooks, energy geopolitics, energy security, and the impact of disruptive technologies on supply and demand. Anas previously served as Chief Economist at NGP Energy Capital Management and taught economics at the University of Oklahoma, the Colorado School of Mines, and Ohio Northern University. He holds an M.A. and Ph.D. in Economics, with a specialization in energy economics and policy. We were thrilled to hear his insights on the oil markets and beyond. In our conversation, Anas explains why mainstream oil-market commentary often falls short, how OPEC's role is to match supply and demand, and shares on-the-ground sentiment from ADIPEC including a focus on AI and “energy addition, not transition,” with OPEC's outlook seeing demand rising toward ~123 mmb/d. We discuss structural demand drivers including urbanization, immigration, rising incomes, and AI/data centers plus autonomous vehicles and the equity valuation puzzle amid inventories and spare capacity. Anas details the “oil on the water” debate including why recent headline numbers were overstated and how different factors from Iranian tankers suddenly broadcasting their transponders, Saudi barrels routed to Egypt but for Saudi-owned storage, Brazilian cargoes diverted to China, slower ship speeds, and others all swell oil-at-sea without adding supply. We explore how Aramco and ADNOC are evolving into global energy companies, why Saudi is leaning on renewables and nuclear to free oil for export, what to make of Saudi rigs and capacity, and why demand analysis should prioritize growth rates over absolute levels given definitional differences and the IEA's repeated upward revisions. Anas argues the IEA has persistently underestimated demand (including major multi-year revisions), contrasts IEA growth figures with stronger observed U.S. demand, and notes record U.S. crude without shale growth. We also touch on SPR strategy, why Anas believes the large 2022 release worked, his critique of “circular information” among agencies, banks, and media plus conformity shaping bearish narratives, the limited efficacy of current sanctions regimes, and much more. It was a wide-ranging discussion and we're grateful to Anas for sharing his expertise with us. To start the show, Mike Bradley noted that the U.S. Government shutdown has reached Day 35, tying the previous record set during President Trump's first term. In oil markets, WTI continues to hover around $60/bbl and is still being impacted by 2026 global oil supply concerns. OPEC+ agreed to raise December oil production by 137kbpd (consensus) but will pause oil production increments in January, February, and March. On the broader equity market front, the S&P 500 is down ~1% this week and looks to be losing some trading momentum after a huge recent run. Many of the Big6 AI/Tech stocks reported Q3 results last week, which were generally solid with AI capex spending budgets heading higher as expected. Over the last week or so, these same AI/Tech stocks were down 3-5% (on average) due to both growing valuation concerns and sustainability of this AI rally. These Big Tech stocks make up >35% of the S&P 500 market-cap, and if they sneeze, markets could catch a cold. Aramco reported quarterly results this week and struck a pretty constructive tone with one of its key highlights this quarter being an increase in their natural gas production capacity growth target (by 2030) to 80% up from 60%. On the E&P equity front, gassy E&Ps have been pretty constructive but aren't leaning into gas growth just yet, while oily E&Ps are taking a more cau

Piper hosts Plaidcast in Person in front of a live studio audience at Grier School in Birmingham, Pennsylvania with Kara Lawler, Chrystal Coffelt-Wood, Lindsay Shaw, Natalie Townsend, and Logan Faison.Host: Piper Klemm, publisher of The Plaid HorseGuest: Kara Lawler is the Head of School after serving as the Dean of Enrollment and Marketing, the English Department Chair, and the Assistant Director of Admissions over the course of her 19-year career at Grier. Kara brings 25 years of educational experience to the school, with a B.A. in English and an M.A.Ed. in Educational Leadership.Guest: Chrystal Coffelt-Wood started in the Fall of 2013 as the Director of Riding. She comes with over 30 years of professional experience in training horses and developing successful, competitive riders on the local and national level in hunters,  jumpers, equitation, and dressage. Her students have had much success with top ribbons at Pony Finals, USHJA Zone 2 Finals, the Pennsylvania National Horse Show, the Capital Challenge Horse Show, USDF National Finals, USEF Festival of Champions, FEI North American Dressage Championships, IEA Nationals, USHJA Junior Jumper Championship, and the Devon Horse Show.  Guest: Lindsay Shaw graduated from the Grier School in 2020, where she attended for 5 years and served as the Hunt Seat and Dressage captain for 3 years. She competed in USEF, USDF, and IEA competitions with the Grier School Equestrian Team. After graduation, she attended Emory & Henry University where she competed on their IDA and IHSA teams and earned accolades including Female Newcomer Athlete of the Year and a First Level Championship at IDA Nationals and contributed to a 2024 National Champion Team title. She now works at the Grier School as an Admissions and Marketing Associate and Assistant Director of Summer Camp. Guest: Natalie Townsend is from Kempton, PA, and is a senior at the Grier School where she is in her fourth year. She serves as the captain of the Varsity Hunt Seat team and currently competes on the A circuit in the 3'3” Junior Hunter division with her personal horse, Exclusive. Guest: Logan Faison is from Linville, VA, and is a junior at the Grier School and a member of the Varsity Hunt Seat and Western teams. Logan is going into her fourth year at Grier School where she serves as the Varsity Hunt Seat captain for two years. Logan shows both of her personal horses in the AQHA and NRHA circuits as well as many of Grier's talented horses in USEF and USHJA show circuits.Subscribe To: The Plaid Horse MagazineRead the Latest Issue of The Plaid Horse MagazineSponsors: Taylor, Harris Insurance Services, BoneKare, Great American Insurance Group, Equine Affaire and Windstar Cruises Join us at an upcoming Plaidcast in Person event!

Capital flows to the entire energy sector are set to hit $3.3tn in 2025. $2.2tn of which will find its way to renewables, nuclear, grids, storage, low-emissions fuels, efficiency and electrification. That sum is nearly twice as much as the $1.1tn going to fossil fuels this year. The transition opens up new avenues for investment, innovation, and competitiveness. But given the recent geopolitical, economic and trade climate how much will this affect future investments and value creation across the whole energy sector? Joining us today are three experts ready to discuss value creation in the energy transition, where the money is going and where it's to be made now and in the future. They are Lars Eirik Nicolaisen, Deputy CEO of Rystad Energy, Seb Henbest, Group Head of Climate Transition at HSBC and Christian Egenhofer, Associate Senior Research Fellow at the Energy, Resources and Climate Change Unit at CEPS (Centre for European Policy Studies).Sources: FT Resources, IEA, beyondfossilfuels.org, ease-storage.eu This content is paid for by Rystad Energy and is produced in partnership with the Financial Times' Commercial Department. The views and claims expressed are those of the guests alone and have not been independently verified by The Financial Times. Hosted on Acast. See acast.com/privacy for more information.

Allen, Rosemary, and Yolanda discuss the IEA's 27% cut to offshore wind forecasts, GE's wind financials, and Ming Yang's revolutionary 50MW dual-rotor turbine. Register for the next SkySpecs Webinar! Sign up now for Uptime Tech News, our weekly email update on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard's StrikeTape Wind Turbine LPS retrofit. Follow the show on Facebook, YouTube, Twitter, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes' YouTube channel here. Have a question we can answer on the show? Email us! You are listening to the Uptime Wind Energy Podcast brought to you by build turbines.com. Learn, train, and be a part of the Clean Energy Revolution. Visit build turbines.com today. Now here's your hosts, Allen Hall, Joel Saxon, Phil Totaro, and Rosemary Barnes.  Allen Hall: Welcome to the Uptime Wintery Podcast. I'm your host, Allen Hall in the Queen city of Charlotte, North Carolina. Rosemary's in Australia on her way to Sydney and Yolanda Padrone is here on site at a wind farm in Texas and there has been a, a number of news articles this week. Joel's over actually in Copenhagen enjoying, uh, the sites and sounds of that great city, the International Energy Agency slash its five year offshore wind growth forecast by. Are you ready for this? 27% citing policy shifts, obviously in the United States and [00:01:00] project cancellations across Europe and Asia. The big one in Asia is the Japan's Mitsubishi pulling out a couple of projects there when costs, um, more than doubled according to them. And Denmark is changing from, uh, negative bidding auctions in favor of contracts for different, so there has been a, a big pullback in offshore wind. It's not zero, you know, it's not going to zero at any time. I think there's just a lot of projects that appear to be reassessing the interest rate environments, the ability to get turbines, the cost of ships, everything. And rosemary in Australia, it does seem like there's been a little bit of a pullback there too for offshore wind. Uh,  Rosemary Barnes: yeah. I mean it's, it's hard 'cause we're still like in such a, just a nascent part of the. Industry. It's still really far from clear whether we need or are going to get any offshore wind at all. Victoria has some pretty solid commitments to it. The government [00:02:00] does so. That's probably as close as, um, anything to being certain that we'll get some offshore wind. But, um, probably we've all learned, America has shown us that a political com commitment is not as, you know, a government commitment is not as locked in as what we probably would've thought it would mean, um, a few years ago. So, yeah, we'll see. I think Australia is struggling like the rest of the world. We're struggling a bit just in general with getting projects to, um, FID and. You know, getting construction actually underway and offshore wind is just like, you know, the same problems but on steroids. So it's no surprise that you'd be seeing more challenges there. There's been a few projects that have, um, been canceled or paused, but you know, they weren't at the point where there were definitely going ahead. So it's, you know, like there's a huge pipeline that makes almost no sense for how many projects there are in planning. Obviously some of them are going to [00:03:00] not go ahead, probably most of them. Um, and yeah, so we'll, we'll probably see many more cancellations and I think we'll see at least a few offshore wind farms and probably those early examples are gonna dictate a bit how easy it is for other people to follow, or how much anyone even wants to follow. Allen Hall: Well, is it gonna become a case where. Certain countries are, uh, focused on certain energy sources like France and Nuclear, and the UK will be offshore wind, onshore wind, and solar. Germany sort of a mix of everything,

In this episode, Brent and Leon talks about How to make Your Child a Millionaire with IEA

This is episode 36 of The League, hosts David Magid and Benoy Thanjan (aka The Solar Maverick) break down the biggest clean energy headlines of the week. They cover: TotalEnergies' $1.25B sale to KKR and what it signals about renewable asset valuations. The collapse of $24B in U.S. Hydrogen Hub contracts and the broader implications for hydrogen's future. The IEA's downgraded global renewable forecast—and why solar still leads the way. The growing opportunity in solar repowering, where upgrading aging assets can boost returns at a fraction of the cost. Host Bio: David Magid David Magid is a seasoned renewable energy executive with deep expertise in solar development, financing, and operations. He has worked across the clean energy value chain, leading teams that deliver distributed generation and community solar projects. David is widely recognized for his strategic insights on interconnection, market economics, and policy trends shaping the U.S. solar industry. Connect with David on LinkedIn: https://www.linkedin.com/in/davidmagid/   Host Bio: Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MWs of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credits (“REC”) transactions. Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla's Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market. As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MWs of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm's renewable portfolio. Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund. Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar. Connect with Benoy on LinkedIn: https://www.linkedin.com/in/benoythanjan/ Learn more: https://reneuenergy.com   If you have any questions or comments, you can email us at info@reneuenergy.com.

¡Vótame en los Premios iVoox 2025! Hoy analizamos el último informe de la Agencia Internacional de la Energía (IEA), que habla sobre los retos de la producción de petróleo y gas natural para los próximos años. En él, el informa concluye que el ritmo de agotamiento de los recursos supera, con mucho, al ritmo de descubrimiento de nuevas reservas y que, para mantener el nivel actual de producción, habría que realizar enormes inversiones. Aunque la realidad es que esto cada vez depende menos del dinero que se invierta y de la disponibilidad real de reservas en el mundo. Mientras tanto, Estados Unidos parece haber decidido que la mejor inversión es el aprovechamiento de las reservas ya conocidas. En concreto, las de de Venezuela. Con Antonio Turiel, David Feria y Rafael Íñiguez. Conduce Juan Carlos Barba. Escucha el episodio completo en la app de iVoox, o descubre todo el catálogo de iVoox Originals

Today we had the pleasure of hosting William Clouston, Party Leader of the Social Democratic Party (SDP) in the United Kingdom. William has served as Party Leader since 2018 and was re-elected in March 2020. He originally joined the SDP in 1982 and spent four years in the Conservative Party, becoming a District Councilor and serving on Tynedale Council. He holds both undergraduate and master's degrees in Urban Planning and Property Management. We became interested in connecting with William after reading the SDP's Energy Abundance paper published in September (linked here). Founded in 1981, the SDP is an economically left leaning and culturally traditional political party. Its flagship “Social Market” economic model views the private and public sectors not as opponents but as complementary parts of the same society. We were delighted to connect with William for an insightful discussion on the UK and Europe's energy policies and beyond. We covered a wide range of topics in our conversation, beginning with the purpose and motivation for writing Energy Abundance, including Britain's current energy crisis, marked by too little power, high costs, and overreliance on imports. William shares the history of the government's role in energy policy and the SDP's argument for a return to government-led energy development, starting with building gas and coal plants. He discusses reactions to the paper, the urgency of rebuilding domestic energy capacity, and the importance of distinguishing cost and value when considering investing $150 billion in grid stabilization and baseload generation. We compare the UK's energy landscape to Germany and the U.S., the risk of further productivity decline if energy issues persist, and public awareness of the energy crisis, which remains politically constrained by cultural and institutional apathy. We explore the SDP's economic and political philosophy, including the party's support for strategic trade protection and tariffs and its cultural traditionalism, emphasizing family as the foundation of society, nation-states, borders, and conventional values. We touch on how energy debates are often constrained by social norms, particularly around net zero, the SDP's 10-year energy plan proposing a state-run, vertically integrated utility, the UK's historical “dash for gas” and current overreliance on renewables, and the party's support for large-scale nuclear, favoring its “brute force” capacity and proven designs. We ended by asking William for his vision of the UK in ten years. We learned a lot and greatly appreciate William for sharing his deep knowledge of British politics, policies, and culture with us all. To start the show, Mike Bradley noted that the S&P 500 is up ~2% this week on better than expected quarterly results from the Big US Banks. AI & Electricity mania remain “the” key equity market drivers, which has also pushed the Consumer Discretionary, Technology & Utilities sectors higher this week. On the crude oil market front, WTI has sunk to ~$59/bbl, partly on the Gaza Peace Agreement but mainly due to growing concern with the 2026 global oil supply surplus. Both the IEA and OPEC published their monthly oil outlooks, with the IEA projecting a ~4mmbpd 2026 surplus, which is ridiculously higher than all other estimates. The reason oil prices seem to be moving lower this week (versus previous weeks) is because oil traders are pressing their bearish bets now that crude oil prices have finally broken to the downside. On the energy equity front, one of this week's biggest Energy/Electricity equity movers is Bloom Energy (up ~30%) on news Brookfield struck a $5B strategic partnership with Bloom to be their preferred fuel cell supplier at Brookfield's global AI factories. Q3 Energy results kick off this week with most investors expecting to hear a softening frac story but a scaling up of their power business. Most investors

Oil and gas are back in the headlines. What does that mean for investors?In this episode, Bob and Ben join Ellis to unpack the latest reports from OPEC and the IEA, what they signal for fossil fuel investing, and how energy fits into a diversified portfolio. They also look at new data on investor sentiment regarding industrial and multifamily real estate. All of it points to where the smartest opportunities may be for investors today.Find out more about the Invest Like A Billionaire community at https://investlikeabillionaire.org/ And find out more about the podcast at https://www.thebillionairepodcast.com/

Carlos Nobre, um dos mais importantes cientistas do mundo na área do clima, é o convidado desta segunda-feira (13/10), do Roda Viva. Para o pesquisador sênior do Instituto de Estudos Avançados (IEA) da Universidade de São Paulo (USP), a COP30, em Belém, precisa ser a mais importante de todas as conferências do clima da ONU.Com apresentação de Vera Magalhães, o Roda Viva vai ar ao vivo, a partir das 22h, na TV Cultura, no site da emissora, no app Cultura Play, além de YouTube, X, TikTok e Facebook.

Clean energy is confusing right now. Economics says yes to wind and solar, especially. The IEA says $2tr was invested in clean energy in 2024 vs $1tr in fossil fuels. But politics, at least in rhetoric—and the oil and gas sector, suggest otherwise. Despite recent US legislation, clean energy projects are accelerating to claim the remaining subsidies, other E&U firms are doubling down on what they know are great economics, nuclear and battery technology are developing with support of ensuring the energy mix is covered in multiple future scenarios. Globally, the energy transition is seeing growing political support on all continents. So how are E&U firms linking the time horizons of clean energy: now, the next 2 years, and beyond? And are there any standout Publicis Sapient projects in the clean energy space that can give the energy transition hope?Learn more about this Horizons report to see how service providers are helping their E&U clients embrace innovation and realize value across three distinct Horizons: https://www.hfsresearch.com/research/hfs-horizons-energy-and-utilities-service-providers-2025/

For the first time in history, wind and solar energy have generated more electricity than coal — marking a historic turning point for the world's power systems. New research from Ember and the IEA shows that renewable energy is now growing fast enough to meet nearly all global demand, driven largely by China and India. Join this channel for exclusive access and bonus content: https://www.youtube.com/channel/UCkbwLFZhawBqK2b9gW08z3g/join Five Minute News is an Evergreen Podcast, covering politics, inequality, health and climate - delivering independent, unbiased and essential news for the US and across the world. Visit us online at http://www.fiveminute.news Follow us on Bluesky https://bsky.app/profile/fiveminutenews.bsky.social Follow us on Instagram http://instagram.com/fiveminnews Support us on Patreon http://www.patreon.com/fiveminutenews You can subscribe to Five Minute News with your preferred podcast app, ask your smart speaker, or enable Five Minute News as your Amazon Alexa Flash Briefing skill. Please subscribe HERE https://www.youtube.com/channel/UCkbwLFZhawBqK2b9gW08z3g?sub_confirmation=1 CONTENT DISCLAIMER The views and opinions expressed on this channel are those of the guests and authors and do not necessarily reflect the official policy or position of Anthony Davis or Five Minute News LLC. Any content provided by our hosts, guests or authors are of their opinion and are not intended to malign any religion, ethnic group, club, organization, company, individual or anyone or anything, in line with the First Amendment right to free and protected speech. Learn more about your ad choices. Visit megaphone.fm/adchoices

In deze aflevering hebben we het onder meer over: - IEA-rapport 'The Implications of Oil and Gas Field Decline Rates' https://www.iea.org/news/declines-in-output-from-existing-oil-and-gas-fields-have-gathered-speed-with-implications-for-markets-and-energy-security - Rystad 'Supermajor Benchmarking Report 2025' https://www.rystadenergy.com/insights/supermajor-benchmarking-report-2025?utm_campaign=Corporate+Strategy&utm_content=LinkedIn&utm_medium=social&utm_source=LinkedIn - Power of Siberia 2 https://www.youtube.com/watch?v=tVGmy_9B8Mg - bouwt de wereld niet (veel) te veel LNG-capaciteit, en zo ja, wat betekent dat? - vonnis Finse rechter toont eens te meer de kwetsbaarheid van de uitgestrekte Europese offshore energie-infrastructuur

Ifa Simmonds is an equestrian fitness and performance coach with over a decade of experience. He is the founder of the Equestrian Fitness Academy (EFA), created to help riders build strong, balanced bodies in and out of the saddle. He helps equestrians improve core strength, balance, and mobility through functional, rider-specific fitness programs. At the core of his training process are four key pillars: stability, suppleness, strength, and stamina. Each pillar is designed to enhance a rider's fitness, position, and communication in the saddle. From trail riders to top-level competitors and coaches, he works across English and Western disciplines, including dressage, eventing, reining, hunter/jumper, and western pleasure. Drawing on certifications in functional fitness, yoga, and Pilates, he weaves these disciplines into EFA to help riders move with greater strength, fluidity, and purpose. A sought-after clinician, writer, and presenter, he shares his expertise with equestrian organizations worldwide and has been featured on platforms like IEA and IHSA. Website: https://ifafit.com/ Contact Ifa today!   

In this episode of the International Enneagram Association podcast, we speak with Russ Hudson and Lynda Roberts of The Enneagram Institute. We hear these two longtime friends and colleagues interact as they share their personal history with the Enneagram. We learn the vast differences that led them to become some of the founding members of the Enneagram. Russ talks about the creation of the IEA and becoming the first vice president for the organization. Lynda reveals some of the things that influence how she engages in the Enneagram, such as her time as a high school math teacher. With their origin stories dating back over 25 years, they discuss how the Enneagram community has evolved over time.Connect with us:Web: internationalenneagram.orgIEA Enneagram Experience 2025: ieaexperience.comJoin the email list: administration@internationalenneagram.orgRuss Hudson:Web: russhudson.comWeb: enneagraminstitute.comLynda Roberts:Web: enneagraminstitute.comSeth "Creek" Creekmore: IG: @_creekmorePod: Fathoms | An Enneagram PodcastPod: Awareness to Action Enneagram PodcastPod: Delusional Optimism with Dr. BLindsey Marks:IG: @lindseyfaithdmPod: Fathoms | An Enneagram PodcastLee Fields:Web: enneagrammatic.comIG: @enneagrammaticSeth Abram:IG: @integratedenneagramPod: Fathoms | An Enneagram PodcastFlemming Christensen:Web: flemmingchristensen.comTrainings: flemmingchristensen.com/trainingThe Enneagram Life Theme: flemmingchristensen.com/enneagram-life-theme.htmlBook: “The Enneagram and why your blind type...

Carrier, the company that invented air conditioning, is now adding batteries to its HVAC systems to help stabilize the grid. James compares clean energy progress in Heilongjiang, China, to the situation in Saskatchewan, Canada, where coal is sticking around until 2050. Meanwhile, developing nations may be scaling back their attendance at COP30 in Brazil due to soaring hotel prices in the Amazon. Join us for free on Patreon for addional content like the hydrogen letter correcting us. We also dig into listener mail, including a detailed correction on hydrogen vs. SMR math, new EV charging options from Grizzl-E, heat pump dryer experiences, Scandinavian crime drama recommendations, and whether James should just fill his house with snake plants instead of an air purifier. Plus, Glenn Wright weighs in on forests, carbon sinks, and net-zero. In the Lightning Round: U.S. nuclear license extensions in Wisconsin France planning a 1.5 GW offshore wind farm The U.S. DOE reportedly banning “climate change” from its vocabulary Renewables beating new nuclear ten to one for climate mitigation China's clean energy dominance in solar, batteries, and wind Morocco sending solar power to Germany Europe backing African renewables A new sodium-ion battery installation in Switzerland And just how many solar panels China installs every second Links to stories we covered: Carrier batteries for air conditioners (Canary Media): https://www.canarymedia.com/articles/batteries/carrier-air-conditioning-help-grid Heilongjiang clean energy projects (China green hydrogen & e-methanol): https://www.bloomberg.com/news/articles/2025-09-29/nations-rethink-plans-for-brazil-climate-summit-as-costs-soar?srnd=phx-green COP30 hotel crunch (Bloomberg): https://www.bloomberg.com/news/articles/2025-09-29/nations-rethink-plans-for-brazil-climate-summit-as-costs-soar?srnd=phx-green Grizzl-E EV Club: https://grizzl-e.com/ca/ | https://club.grizzl-e.com/ | https://youtu.be/SH7fItzcFbQ Antarctica wind project: https://www.antarctica.gov.au/antarctic-operations/stations-and-field-locations/amenities-and-operations/renewable-energy/wind-power IEA on rising AC demand: https://iea.li/48AjJAc Morocco–Germany undersea solar cable (CleanTechnica): https://cleantechnica.com EU renewables in Africa (Bloomberg): https://bloomberg.com

According to the IEA’s 2025 Global Methane Tracker, methane is responsible for around 30% of the current rise in global temperature. Mitigating methane, which has more than 80x the warming potential of CO2 over a 20-year period, is critical to addressing climate change. In this episode of ESG Currents, Bloomberg Intelligence’s director of ESG research Eric Kane speaks with Olya Irzak, founder and CEO of Frost Methane, about the company’s efforts to destroy, valorize and measure emissions from manure ponds and other sources. They also talk about the volatility of voluntary carbon markets, raising capital, the current climate policy landscape and more.See omnystudio.com/listener for privacy information.

This weekend's KE Report show dives deep into two key corners of the commodities market. In the first half, Matt Geiger breaks down precious metals sentiment post-Beaver Creek and where copper could be the next big mover. In the second half, Dan Steffens highlights why select oil and gas names remain undervalued despite a flat pricing environment. Segment 1 & 2 - Managing Partner Matt Geiger of MJG Capital joins to discuss Beaver Creek's upbeat sentiment and why he sees precious metals in the “middle innings,” expecting near-term consolidation in gold/silver while turning bullish on copper given supply disruptions and an extreme copper-to-gold disconnect. He also weighs in on the Elemental Altus–EMX royalty merger and Tether's role, majors like Centerra taking stakes in juniors, and his playbook of favoring early-stage copper names, taking profits into hype, raising cash, and redeploying into high-quality pullbacks. Click here to visit the MJG Capital website to learn more about Matt's fund   Segment 3 & 4 - Dan Steffens, president of the Energy Prospectus Group, argues that even with range-bound oil and gas prices, geopolitical risks and the IEA's shifting outlook keep supply tight. He highlights company-specific catalysts - Crescent Energy's merger and hedges, Diamondback's gas-to-power/AI plans (and Viper Energy), Devon's buybacks, and dividend-rich Northern Oil & Gas - while favoring natural-gas-weighted names ahead of rising LNG demand, a possible La Niña winter, and increased year-end M&A. Click here to visit the Energy Prospectus Group website for more energy market and stock analysis   If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don't forget to subscribe and leave us a review!   For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests may own shares in companies mentioned.

WATCH the video on Substack by clicking the play button above or on YouTube (here).STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.We have started a heavy Fall travel schedule, with our annual talk at the Oxford Energy Seminar last week and a corporate event in the Rocky Mountains this past week. We wanted to provide a trio of “long-takes” that are jumping out at us: (1) a burst in energy policy rationality and normalization that is being seen from three areas that were previously all in in "The Energy Transition"--California, Canada, and the IEA. (2) we continue to see mounting evidence that fears of an "oil glut" are way overdone, though we likely still need to get through potential shoulder month, seasonal softness over the next 4-8 weeks. Regardless, we believe we are in a bottoming phase for oil-leveraged energy equities which have been very out of favor. (3) A reminder that it is the outlook for returns and growth, not “peak demand” or “oil glut” narratives the IEA or Street analysts, that will drive energy equities.

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stu Turley and Michael Tanner break down a pivotal week in energy and markets. The U.S. power grid is strained by AI, EVs, and aging infrastructure—creating big opportunities in battery storage, microgrids, and SMRs. A $14 trillion stock rally now hinges on a likely 25bps Fed rate cut, which could ease borrowing for energy investments. The IEA is walking back its peak oil claims under pressure, acknowledging oil and gas demand will grow for decades. Natural gas is set to dominate U.S., China, and India's energy mix by 2050, while LNG exports are poised to double. But rising global decline rates mean trillions in capex are needed just to stay even—highlighting massive investment potential in U.S. energy infrastructure.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro01:14 - America's Grid is Nearing Its Breaking Point05:38 - $14 Trillion Stock Rally Expects a Fed Cut: What Happens If They Only Get a Quarter Point?10:36 - IEA Prepares to Walk Back Predictions of Peak Oil and Gas Demand13:39 - Fed cuts rates by 0.25% after flagging risks from softening labor marketNatural Gas to Absolutely Dominate U.S., China and India's Energy Mix by 205021:36 - Global Oil and Gas Field Decline Rates Are Increasing, IEA Says – Trillions of dollars needed just to meet decline curves.25:04 - OutroLinks to articles discussed:America's Grid is Nearing Its Breaking Point$14 Trillion Stock Rally Expects a Fed Cut: What Happens If They Only Get a Quarter Point?IEA Prepares to Walk Back Predictions of Peak Oil and Gas DemandFed cuts rates by 0.25% after flagging risks from softening labor marketNatural Gas to Absolutely Dominate U.S., China and India's Energy Mix by 2050Global Oil and Gas Field Decline Rates Are Increasing, IEA Says – Trillions of dollars needed just to meet decline curves.

In this episode of The Hydrogen Podcast, we spotlight the technologies and market forces shaping hydrogen's future.

In this episode, Argus' Waldemar Jaszczyk discusses the future of clean cooking access in Africa with Daniel Wetzel, the head of the Tracking Sustainable Transitions Unit at the International Energy Agency. Daniel joins to take stock of the progress achieved since last year's summit on the issue, during which $2.2bn in public and private funding was pledged until 2030. Building on recent success, Daniel outlines the IEA's newly released roadmap for all African countries to reach universal access to clean cooking by 2040, describing LPG as the “workhorse” of the move away from harmful traditional cooking fuels such as wood, charcoal, and kerosene. 

We have seen some spectacular revisions in economic data over the past couple of years. We've seen it in labor data, gross domestic product, inflation. These revisions are continuing to come. This time it's in the oil markets. The narratives are failing to explain what's happening behind the scenes. On top of that, the numbers are just plain wrong. For example US growth in oil demand was underestimated by a factor of 4 by the IEA. Mexico's oil consumption has been under-reported by 100,000 barrels a day for the last five years. The US oil consumption was off by 350 million barrels in the last 3 years. These are not small inaccuracies. Yet futures prices are being determined by these narratives. ---------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)   iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)  

Recent geopolitical events, including the Israeli attack on Doha and Russian drones entering Polish airspace, have influenced energy markets. On the other hand, the International Energy Agency's (IEA) latest report suggest a potential surplus. 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

In this episode of Energy Newsbeat Daily Standup, hosts Stuart Turley and Michael Tanner unpack why America's aging grid nearing collapse is actually great news for savvy investors. They explore the rising strain from AI, EVs, and outdated infrastructure, while spotlighting trillion-dollar opportunities in behind-the-meter tech like battery storage and microgrids. The duo also breaks down Fed rate cut expectations, California's pipeline mess, the IEA's retreat on peak oil forecasts, and global energy policy contradictions from Brussels to Beijing. Energy markets are shifting—this episode tells you where the smart money's headed.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:14 - America's Grid is Nearing Its Breaking Point04:38 - $14 Trillion Stock Rally Expects a Fed Cut: What Happens If They Only Get a Quarter Point?09:37 - California Legislators Strike Last-Minute Deal to Help Oil Industry but Limit Offshore Drilling11:49 - US urges EU to ditch Russian oil and gas faster13:09 - IEA Prepares to Walk Back Predictions of Peak Oil and Gas Demand16:12 - USA EIA Reveals Latest Brent Oil Price Forecast22:08 - Markets Update23:56 - Rig Count Update23:58. - Frac Count Update25:18 - OutroLinks to articles discussed:America's Grid is Nearing Its Breaking Point$14 Trillion Stock Rally Expects a Fed Cut: What Happens If They Only Get a Quarter Point?California Legislators Strike Last-Minute Deal to Help Oil Industry but Limit Offshore DrillingUS urges EU to ditch Russian oil and gas fasterIEA Prepares to Walk Back Predictions of Peak Oil and Gas DemandUSA EIA Reveals Latest Brent Oil Price Forecast

WATCH the video on Substack by clicking the play button above or on YouTube (here).STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.As all of you that have been watching our video podcasts or reading our posts over the years by now surely know, our focus at Super-Spiked and at Veriten has been on the long-term outlook for the energy sector, not the shorter-term oil price guessing game. But in recent weeks, we have not been able to resist weighing in on what we think is an excessively bearish consensus view of oil prices—the perceived massive oil glut—that has been weighing heavily on energy equity sentiment since the early April so-called "Liberation Day" tariff announcements that coincided with OPEC+ accelerating the unwind of a series of voluntary production cuts. That double whammy has driven an overwhelming consensus sentiment to be bearish oil demand while also assuming a surge in both non-OPEC and OPEC crude supply would drive oil prices to $50 or lower in 2025. But we are now 5.5 months past that early April bearish shift, and crude oil prices, at least so far, are proving far more resilient than expected even as OPEC+ has made incremental moves to unwind production cuts. Last week in a written post (here), we linked the excessive bearish near-term sentiment to a similar overhang that exists on the long-term oil view, where there is still a lingering let's call it a "net zero world" overhang that crude oil demand will peak in coming years or at best have minimal growth. We have observed that using OPEC Research analyses, rather than the IEA as a baseline, shows far less cyclical or structural crude oil oversupply. Yes, there is a still some softness that might be expected for coming months, but nothing like the "oil glut" that everyone fears.This week we follow up on last week's written post on this topic to set the record straight on a couple of items, address pushbacks to our pushback to anti-oil and gas macro biases in short-term analyses, and raise some new points on the near- and long-term oil macro outlook. There are 4 major areas we will discuss: (1) how we are thinking about OPEC+'s quota unwind; (2) China oil demand; (3) the role of US shale going forward; and (4) is there any chance the oil glut bears could still be proven correct.

APAC stocks followed suit to the mixed performance stateside, where the S&P 500 and Nasdaq printed fresh record highs.US President Trump's administration appealed the court ruling blocking the removal of Fed Governor Cook.US Senate Republicans are aiming to confirm President Trump's temporary Federal Reserve pick Stephen Miran as soon as Monday, according to Politico, citing two sourcesEU is reportedly very unlikely to impose crippling tariffs on India or China, the main buyers of Russian oil, as US President Trump urged the bloc to do so, according to Reuters citing EU sources.European equity futures indicate a flat cash market open with Euro Stoxx 50 futures U/C after the cash market closed with losses of 0.1% on Wednesday.Looking ahead, highlights include US CPI (Aug) & Jobless Claims, ECB Policy Announcement & Press Conference, CBRT Announcement, IEA & OPEC Monthly Report, Supply from Italy and the US, and Earnings from Adobe.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk