Podcasts about iea

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

Batterijen zijn geweldig en kunnen dé oplossing zijn voor netcongestie en de energietransitie! Auke Hoekstra, ondernemer en wetenschapper bij TU Eindhoven, laat bij De Groene Nerds zijn enorme kennisknobbel leeglopen en deelt zijn positieve blik op de energietransitie. Auke werd beroemd met zijn voorspellingen van de exponentiële groei van zonnestroom en ziet datzelfde nu bij batterijen goedkopen. Hij stelt: als we de juiste prijsprikkels geven kunnen batterijen netcongestie veel sneller en goedkoper oplossen.Terwijl iedereen kijkt naar de problemen van nu, kijken we in deze speciale eindjaarspodcast vooruit. Is een energiesysteem waarmee we bijna volledig op hernieuwbare energiebronnen draaien haalbaar? En wanneer dan? Hoe ernstig zijn de problemen van vandaag de dag (netcongestie, "zonnestroom die niks meer waarde is",..)? Kunnen we door de problemen van nu misschien niet meer zien dat we stiekem heel goed op weg zijn?In dit eerste deel vertelt Auke waarom batterijen zo geweldig zijn en waarom ze de oplossing zijn voor onze energietransitie. En waarom het daarom zo belangrijk is dat netbeheerders 'market makers' worden die zorgen voor de juiste prijsprikkels. En dat we dan netcongestie misschien wel heel goed samen kunnen oplossen.Hoofdstukken00:00 Welkom01:40 Waarom is Auke Hoekstra internetberoemd?06:13 Waarom groeien zonnepanelen en batterijen exponentieel?13:00 Wie is Auke Hoekstra?14:56 Waarom zonne-energie zo waardevol is?19:00 Batterijen als oplossing voor netcongestie?35:55 De business case van thuisbatterijen39:12 Prijsprikkel & zelfbeschikking50:32 Thuisbatterij of buurtbatterij?53:39 Ontwikkeling kosten van batterijenShownotesPodcast over Media - Techoptimisme #4 - Een oplossing voor de klimaatcrisis (met Auke Hoekstra)Why Climate Action Is Unstoppable — and “Climate Realism” Is a MythEnergiebedrijven onderschatten de snelle opmars van zonnecellen (uit 2007!)IEA versus the reality of solar PVBatteries light the way to renewable energy but the IEA is missing it

Interview recorded - 16th of December, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming on Josh Young. Josh is a contrarian value investor and expert in the energy space, CIO of Bison Interests & Author of Bison Insights.During our conversation we spoke about his overview of the 2025 commodity market, oil crash risk, potential supply glut, OPEC+ increase, IEA depletion, Natural gas markets, equities shift and more. I hope you enjoy!0:00 - Introduction1:30 - Overview of 20252:59 - Oil crash5:19 - Supply glut8:14 - OPEC+ increase12:58 - IEA depletion14:35 - Efficiency improvements20:39 - Peak shale?23:55 - Equities resilient vs commodity26:38 - Capital allocation28:59 - Natural Gas32:21 - Investing focus35:52 - One message to takeaway?Josh Young has been professionally investing in publicly traded oil and gas securities for nearly two decades, highlighted in Barron's and elsewhere for exceptional performance as Bison's CIO. Josh possesses a deep understanding of the E&P business model and operating environment, with notable experience as Chairman of Canadian E&P company RMP Energy (rebranded as Ironbridge Resources). Under Josh's leadership, the company achieved a successful turnaround, outperforming peers and ultimately being acquired at a 78% premium. Josh is the author of numerous articles on oil & gas investments and is a frequent guest speaker at various energy industry conferences. Josh began his career as a management consultant to Fortune 500 companies and private equity firms. He later worked as an investment analyst for a private equity fund and served as an energy investment analyst at a multi-billion-dollar single-family office, which was nominated as Institutional Investor's Single-Family Office of the Year in 2008. Josh holds a B.S. in Economics with honors from the University of Chicago.Josh Young - X - https://x.com/JoshYoungWebsite - https://bisoninterests.com/Substack - https://www.bisoninsights.info/WTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

Merry Christmas! Raise a glass to all the folk out there this holiday season prodding, building and generally messing about with railways in the freezing cold. It's a brief, last minute news filler episode really - and we'll cover a few things including West Yorkshire mass transit delays, two Slovak trains playing chicken on the same track and negging the IEA. 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

Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger PictureThe world is moving away from wind and solar, coal demand is up, China was never going along with the green new scam. Trump is moving carefully through the [CB] minefield economy. Gold is on the move. Trump is moving the country out of the old system. The [DS] try to get Trump with the Epstein hoax, now that the information dropped the people can now see what the [DS] was planning. Ship building is coming back to the US. Trump signs the NDAA that has additional protections for the election. Every step of the way Trump is countering the [DS] cheating system. Economy https://twitter.com/KobeissiLetter/status/2003156645388406992?s=20   consumption, or 4.95 billion tonnes. By comparison, US coal demand stands at 410 million tonnes, just ~5% of the world's total. Meanwhile, the IEA projects a gradual decline in demand over the next 5 years, to ~8.60 billion tonnes by 2030. However, past forecasts of peak coal demand have repeatedly proven wrong, as consumption continues to rise. Coal remains in high demand 23 US States Are At High Risk Of (Or In) Recession Currently  In 2025, states responsible for about a third of U.S. GDP are in recession, or face high recession risk. Another third are expanding, including Florida and Utah, based on payrolls, employment, and other key economic data. This graphic, via Visual Capitalist’s Dorothy Neufeld, shows recession risk by state in 2025, based on analysis from Mark Zandi, chief economist at Moody's Analytics. In Recession/High Risk Treading Water Expanding State/District Business Cycle Status Share of U.S. GDP (%) Georgia In Recession/High Risk 3.03 Montana In Recession/High Risk 0.25 Wyoming In Recession/High Risk 0.18 Michigan In Recession/High Risk 2.44 Massachusetts In Recession/High Risk 2.73 Mississippi In Recession/High Risk 0.53 Minnesota In Recession/High Risk 1.70 Kansas In Recession/High Risk 0.80 Rhode Island In Recession/High Risk 0.28 Delaware In Recession/High Risk 0.34 Washington In Recession/High Risk 3.02 Illinois In Recession/High Risk 3.85 West Virginia In Recession/High Risk 0.36 New Hampshire In Recession/High Risk 0.42 Maryland In Recession/High Risk 1.86 Virginia In Recession/High Risk 2.66 South Dakota In Recession/High Risk 0.25 Connecticut In Recession/High Risk 1.27 Oregon In Recession/High Risk 1.14 Iowa In Recession/High Risk 0.86 New Jersey In Recession/High Risk 2.93 Maine In Recession/High Risk 0.33 District of Columbia In Recession/High Risk 0.64 Missouri Treading Water 1.54 Ohio Treading Water 3.14 Hawaii Treading Water 0.39 Arkansas Treading Water 0.65 New Mexico Treading Water 0.49 Tennessee Treading Water 1.87 New York Treading Water 7.92 Vermont Treading Water 0.16 Alaska Treading Water 0.24 Colorado Treading Water 1.92 California Treading Water 14.50 Nevada Treading Water 0.86 South Carolina Expanding 1.18 Texas Expanding 9.41 Oklahoma Expanding 0.92 Idaho Expanding 0.43 Kentucky Expanding 0.99 Alabama Expanding 1.10 Indiana Expanding 1.81 Nebraska Expanding 0.63 North Carolina Expanding 2.86 Louisiana Expanding 1.11 Florida Expanding 5.78 North Dakota Expanding 0.26 Pennsylvania Expanding 3.54 Arizona Expanding 1.88 Wisconsin Expanding 1.53 Utah Expanding 1.02 Currently, many coastal, Northeastern states are facing some of the worst economic conditions. In Maine, for instance, year-over-year GDP growth is just 0.8% as of Q2 2025, compared to the U.S. average of 2.1%. Meanwhile, Washington, D.C.'s unemployment rate was 6.4% in July, significantly higher than the 4.6% U.S. average given sweeping federal cuts. According to Zandi's analysis, New York and California are “Treading Water”, together responsible for driving over 22% of U.S. GDP. In comparison, Texas, which fuels 9.4% of U.S. economic growth is expanding. Unemployment rates of 4.0% in July remain below the U.S. average. Additionally, the Texas economy is growing faster than the nation, while income growth rose 6.3% annually as of Q2 2025, outpacing the national average.   Source: zerohedge.com (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); https://twitter.com/unseen1_unseen/status/2003254895143461092?s=20   caused by falling home prices while increasing the affordability of homes. Home builders aren’t going to build more homes if they are losing money. Trump can’t force them to build homes. This is where thinking outside the box comes in play and things like the 50 year mortgage, interest rate cuts, lower down-payments, salt taxes etc get proposed. With deportations and the decline of the boomer generation from old age, supply will be increasing. Prices will come down. The trick is not to allow them to go into a free fall and keep demand high enough to soak up a great deal of that supply. Trump’s proposed $2,000 tariff rebate checks depend on Congress   President Donald Trump needs Congress to take action to make good on a proposal to send some Americans $2,000 tariff rebate checks next year. Director of the National Economic Council Kevin Hassett said the U.S. House and Senate will need to take up the matter. “I would expect that in the new year, the president will bring forth a proposal to Congress to make that happen,” Hassett said on “Face the Nation” on Sunday. Details about Trump’s tariff rebate proposal remain sparse. Trump has said he wants to issue the rebate checks and use the rest of the tariff revenue to pay down the nation’s $38 trillion debt, even as the U.S. Supreme Court has not yet determined whether he has the authority to impose tariffs. Source: thecentersquare.com US Industrial Production Rises At Strongest Annual Rate Since Apr 2022 Following the much-stronger-than-expected GDP print, US Industrial Production also surprised to the upside, rising 0.2% MoM in November and pulling the YoY change up to 2.52% – the strongest annual growth since April 2022… Source: zerohedge.com Trump Boom: U.S. Economy Grows 4.3%, Fastest in Two Years, Smashing Expectations The U.S. economy grew this summer at the fastest pace in two years, far outpacing economists' forecasts. The Commerce Department said U.S. gross domestic product—the government's official economic scorecard—rose at a seasonally and inflation-adjusted 4.3 percent annual rate in the third quarter. The report on the July through September period was delayed due to the shutdown. Consumer spending grew much faster than expected, expanding at a seasonally and inflation-adjusted annual rate of 3.5 percent. That's up from 2.5 percent in the second quarter and above the 2.7 percent expected. Source: breitbart.com    FULL steam ahead — “You haven't seen anything yet!” Thank you for your attention to this matter. MAKE AMERICA GREAT AGAIN! DONALD J. TRUMP PRESIDENT OF THE UNITED STATES OF AMERICA https://twitter.com/EricLDaugh/status/2003149733158588868?s=20 This list is just the table setting for the coming booming economy. Wait till Trump transforms the entire fiat world debt system. A Golden Age for the world approaches. https://twitter.com/KobeissiLetter/status/2003285919668011147?s=20    good news, the Market went up. Nowadays, when there is good news, the Market goes down, because everybody thinks that Interest Rates will be immediately lifted to take care of “potential” Inflation. That means that, essentially, we can never have a Great Market again, those Markets from the time when our Nation was building up, and becoming great. Strong Markets, even phenomenal Markets, don't cause Inflation, stupidity does! I want my new Fed Chairman to lower Interest Rates if the Market is doing well, not destroy the Market for no reason whatsoever. I want to have a Market the likes of which we haven't had in many decades, a Market that goes up on good news, and down on bad news, the way it should be, and the way it was. Inflation will take care of itself and, if it doesn't, we can always raise Rates at the appropriate time — But the appropriate time is not to kill Rallies, which could lift our Nation by 10, 15, and even 20 GDP points in a year — and maybe even more than that! A Nation can never be Economically GREAT if “eggheads” are allowed to do everything within their power to destroy the upward slope. We are going to be encouraging the Good Market to get better, rather than make it impossible for it to do so. We are going to see numbers that are far more natural, and far better, than they have ever been before. We are going to, MAKE AMERICA GREAT AGAIN! The United States should be rewarded for SUCCESS, not brought down by it. Anybody that disagrees with me will never be the Fed Chairman! Political/Rights https://twitter.com/libsoftiktok/status/2003309528805470611?s=20 https://twitter.com/MrAndyNgo/status/2003266300832038926?s=20 https://twitter.com/libsoftiktok/status/2003271819705389139?s=20   interfere with immigration operations. https://twitter.com/libsoftiktok/status/2003378383862817224?s=20 https://twitter.com/BillMelugin_/status/2002573015142576350?s=20 https://twitter.com/TriciaOhio/status/2002801058897142114?s=20   This was a targeted operation to arrest Fernandez Flores, a criminal illegal alien from Honduras with a criminal conviction for making a false police report. Flores entered the United States illegally at unknown date and location without inspection by an immigration officer. He will remain in ICE custody pending further immigration proceedings. If you come to our country illegally and break our laws, we will find you, we will arrest you, and you will not return. https://twitter.com/DHSgov/status/2003130997198713329?s=20https://twitter.com/MJTruthUltra/status/2003214521419333695?s=20 https://twitter.com/MJTruthUltra/status/2003214521419333695?s=20 WATCH: Justice Department Releases Shocking Recreation Video of Jeffrey Epstein Trying to Kill Himself The Justice Department on Monday released recreation video of Jeffrey Epstein inside of his jail cell trying to kill himself. The video – which was revealed to be computer-generated – is timestamped August 10, 2019 at 4:29 am ET – Epstein was found dead at 6:30 am ET on August 10, 2019. Prosecutors previously said that the two CCTV cameras positioned outside of Epstein's cell had malfunctioned. The 10-second recreation video shows Epstein sitting on the floor of his cell attempting to kill himself. WATCH:  Source: thegatwaypundit.com  https://twitter.com/MarioNawfal/status/2003476301970133417?s=20  “a circular line of erythema at the base of the neck” along with other marks of friction and bruising on his knee. Epstein told prison staff he didn't remember what happened but was afraid to return to the Special Housing Unit, saying it was “where he had gotten marks on his neck and he does not know why it happened.” He said he had only slept 30 minutes a night for five days due to noise and stress. His cellmate, ex-cop Nicholas Tartaglione, had reportedly been harassing him, and Epstein claimed “he tried to kill me.” Staff noted Tartaglione had been aggressive and was seen mocking Epstein with a string around his neck. Despite these signs, the incident was labeled a “possible suicide attempt.” https://twitter.com/MarioNawfal/status/2003292687835787393?s=20  were actively tracking and attempting to contact 10 individuals connected to Epstein’s crimes. The email references attempts to contact Brunel (modeling agent Jean-Luc Brunel, who later died in prison), Maxwell (Ghislaine, now serving 20 years), and mentions “Ohio contacting Wexner.” Les Wexner is the billionaire L Brands founder who gave Epstein his $77 million NYC mansion and served as his primary financial benefactor for years. A separate confidential document from law firm Debevoise & Plimpton lists SDNY matters they appeared in, including one entry: “Wexner: Epstein investigation.” 10 co-conspirators. Only Maxwell was ever charged. The names behind those black boxes are the real story here. https://twitter.com/MikeBenzCyber/status/2003358231780032675?s=20 https://twitter.com/MarioNawfal/status/2003480729624412240?s=20  and his residence as Dammam, Saudi Arabia. Profession listed: “Manager.” It's part of a trove of thousands of Epstein-related files released overnight. https://twitter.com/MarioNawfal/status/2003436034709995730?s=20   from Epstein's properties – computers, hard drives, disks, the digital nervous system of the operation. And they can't get it. At one point, frustration boils over into honesty: “The FBI is completely fucking us on this.” That's not a tweet. That's an internal DOJ message. Translation: the prosecutors responsible for bringing cases did not have a clear, reliable accounting of the evidence in the FBI's possession. Not what was seized. Not what was imaged. Not what was searchable. Not what was missing. This isn't incompetence in a vacuum. It's structural. Evidence control is power. Whoever controls the data controls the pace, the scope, and the fallout. And remember: Epstein died before trial. Maxwell was prosecuted narrowly. No broader conspiracy case ever materialized. Prediction: this is why. Not because the evidence didn't exist- but because it never cohered into something prosecutors could safely touch without detonating their own case. The scandal isn't just who was on the tapes. It's that even the feds couldn't tell you where the tapes went. That's not a cover-up movie plot. That's a system quietly eating itself. https://twitter.com/sentdefender/status/2003457025695719784?s=20  and sensationalist claims made against President Trump that were submitted to the FBI right before the 2020 Election. To be clear: the claims are unfounded and false, and if they had a shred of credibility, they certainly would have been weaponized against President Trump already.” New: More Epstein Files Drop, and Donald Trump Appears to Be the Star This Time Around So, what incriminating evidence against President Trump is to be found in this latest drop? Apparently, an email from January 2020 in which a federal prosecutor from New York – of course – to an “undisclosed person” claiming Trump had flown on Jeffrey Epstein’s private plan at least eight times during the 1990s, and one time there was a 20-year-old woman on the flight.  Here’s more: The email, which was sent in January 2020 from a federal prosecutor in New York to an undisclosed person, says, “For your situational awareness, wanted to let you know that the flight records we received yesterday reflect that Donald Trump traveled on Epstein's private jet many more times than previously has been reported (or that we were aware), including during the period we would expect to charge in a [Ghislaine] Maxwell case.”  This big revelation is that Trump traveled a few more times than we previously knew, although this was during a time period that the president has already acknowledged having had an association with Epstein. Note the timing of the email – January 2020 is when the presidential election would be kicking into full swing. This anonymous federal prosecutor clearly thought they had a gotcha moment, but there’s a pesky little detail that puts things in perspective: “[Trump] is listed as having traveled with, among others and at various times, Marla Maples, his daughter Tiffany, and his son Eric.”  Source: redstate.com The specific document you’re referring to appears to be the complaint filed in the 2020 civil lawsuit Doe v. Indyke et al. (Case No. 1:20-cv-00484, S.D.N.Y.), which was part of the recently released Epstein files by the U.S. Department of Justice.  This lawsuit was brought by an anonymous plaintiff (“Jane Doe”) against the executors of Jeffrey Epstein’s estate (Darren Indyke and Richard Kahn) and Ghislaine Maxwell, seeking compensation for alleged sexual abuse and trafficking by Epstein.How Trump’s Name Appears in the DocumentOn page 4 of the complaint, the plaintiff alleges that during one of her encounters with Epstein (around the 1990s), he took her to Trump’s Mar-a-Lago resort in Florida when she was 14 years old. Epstein reportedly introduced her to Donald Trump (then the owner of Mar-a-Lago), elbowed him playfully, and asked, referring to the girl, “This is a good one, right?” Trump is described as smiling and nodding in agreement, after which they both chuckled. The plaintiff states she felt uncomfortable but was too young to understand why at the time. The document does not accuse Trump of any criminal wrongdoing or involvement in Epstein’s abuse; it frames this as part of the broader context of her grooming and exploitation by Epstein.How the Name Got Into the DocumentTrump’s name was included as part of the plaintiff’s personal allegations detailing her experiences with Epstein. The complaint is a legal filing where the victim recounts specific incidents to support her claims against Epstein’s estate and associates. It reflects her firsthand account, not a court-verified fact or evidence from other sources.  There is no mention of independent corroboration (e.g., witnesses, photos, or records) in the filing itself, and it has not been adjudicated in court as true.Source of the AllegationThe source is the anonymous plaintiff (“Jane Doe”), who claims to be a victim of Epstein’s abuse starting from age 13 or 14.  She was reportedly recruited at a summer camp in Michigan and alleges ongoing grooming and assaults by Epstein over several years. This Doe is distinct from other known accusers like Virginia Giuffre, though a similar incident (Epstein introducing a 14-year-old to Trump at Mar-a-Lago without the “good one” comment) was testified to by another accuser (“Jane”) during Ghislaine Maxwell’s 2021 criminal trial.  https://twitter.com/disclosetv/status/2003236602374713557?s=20 DOGE Geopolitical https://twitter.com/BreannaMorello/status/2003196698974191914?s=20   that are protected under the Constitution. Under D.C. law, anyone wishing to own a firearm must register it with the MPD. However, the D.C. Code imposes a sweeping ban on the registration—and thus the legal possession—of a wide range of firearms. This broad prohibition, the Justice Department argues, infringes on the Second Amendment rights of law-abiding citizens who seek to keep and bear commonly owned firearms for lawful purposes. Trump's DOJ Sues Washington, D.C. Police Department Over Unconstitutional Ban on Semi-Automatic Firearms The Department of Justice has filed a lawsuit against the District of Columbia's Metropolitan Police Department for enforcing a ban on semi-automatic firearms in violation of the Second Amendment. The lawsuit alleges that D.C.'s gun laws require registration of all firearms with the MPD; however, the D.C. Code imposes a sweeping ban on numerous protected weapons, making it legally impossible for residents to own them for self-defense or other lawful purposes. The DOJ said in a press release announcing the lawsuit: “MPD's current pattern and practice of refusing to register protected firearms is forcing residents to sue to protect their rights and to risk facing wrongful arrest for lawfully possessing protected firearms.” “Today's action from the Department of Justice's new Second Amendment Section underscores our ironclad commitment to protecting the Second Amendment rights of law-abiding Americans,” said Attorney General Pamela Bondi. Bondi continued, “Washington, DC's ban on some of America's most popular firearms is an unconstitutional infringement on the Second Amendment — living in our nation's capital should not preclude law-abiding citizens from exercising their fundamental constitutional right to keep and bear arms.” Echoing this sentiment, Assistant Attorney General Harmeet K. Dhillon of the Civil Rights Division added, “This Civil Rights Division will defend American citizens from unconstitutional restrictions of commonly used firearms, in violation of their Second Amendment rights. The newly established Second Amendment Section filed this lawsuit to ensure that the very rights D.C. resident Mr. Heller secured 17 years ago are enforced today — and that all law-abiding citizens seeking to own protected firearms for lawful purposes may do so.” The case draws directly from the landmark 2008 Supreme Court decision in District of Columbia v. Heller, where the Court affirmed that the Second Amendment protects the right of law-abiding citizens to own semi-automatic weapons in their homes for self-defense. Source: thegatewaypundit.com https://twitter.com/CynicalPublius/status/2003192220753723840?s=20 https://twitter.com/disclosetv/status/2003238094057955337?s=20 War/Peace https://twitter.com/WarClandestine/status/2003334956479558072?s=20 there will be no escalation into broader conflict, and the decision has already been made. However, precision air strikes on cartel assets seems like a probable outcome. Trump is neutralizing Deep State assets around the globe, and South/Central American drug cartels are assets of the Deep State. They are transnational criminal organizations responsible for the drug, weapon, and human trafficking of the Western hemisphere, and their racket feeds the Deep State machine. My guess is, that cartel drug factories and assets are going to get smoked by the US MIL via precision air strikes, and the other powerful leaders of the world have already agreed to some sort of deal with Trump and no one will interfere. Just like Iran and Syria. I think most of the leaders/nations of the world agree with Trump that these transnational criminal organizations must be eradicated, and stability must be brought to the world. President Unveils ‘Trump Class’ Of Warships, Huntington Ingalls Shares Jump    build two new “Trump-class” battleships, to acquire 20-25 of these ships in the coming years.   In his address, the President noted these 30,000-40,000 ton ships will carry a large quantity of missiles, including hypersonic missiles, and will also be outfitted with electromagnetic rail guns and directed energy lasers. Trump-class battleships will also carry nuclear-armed sea launched cruise missiles (currently under development) adding an additional element of nuclear deterrence to the Navy. Trump-class destroyers appear to be designed as the center of enhanced command and control networks at sea, as the Navy looks to field more autonomous assets and traditional vessels in the coming years.   The first “Trump-class” battleship will be named USS Defiant, and it will be even longer than the Iowa-class battleships of the World War II era. However, at 35,000 tons, it will only weigh about half as much, and have a smaller crew of between 650 and 850 sailors; the Iowa had some 2,700 sailors. The new ships — which are being called “guided missile battleships” —  are part of larger vision for a “Golden Fleet.” The Navy has rolled out a website to promote that concept. Sources tell AP that construction of the Defiant is expected to start in the early 2030’s, with another 19 to 24 Trump-class ships to follow.   Source: zerohedge.com https://twitter.com/EricLDaugh/status/2003231263520379120?s=20   that kind of money, they HAVE to build quickly!”   “We want the dividends to go into the creation of production facilities. We’ll be talking about CapEx, dividends and the pay.” “Also, buybacks…they want to buy back their stock. I want them to put their money in plants and equipment! So they can build these planes FAST, like, IMMEDIATELY!” Medical/False Flags https://twitter.com/FBIDirectorKash/status/2003224842078675311?s=20  of American institutions or threats to our food supply, economy, or public safety. Protecting the homeland means vigilance: every time, no exceptions. https://twitter.com/ThomasMoreSoc/status/2003262595566850541?s=20  precedent-setting victory, a federal court has permanently blocked California AG Rob Bonta and the CA Dept. of Education from forcing teachers to lie to parents about their own children’s secret gender transitions—declaring parents have a constitutional right to know and teachers have a constitutional right to share the truth. [DS] Agenda https://twitter.com/CynicalPublius/status/2003205278796501397?s=20  larger scale. Don't forget that the Malthusians are antihuman and that they believe that 7 out of every 8 human lives on the planet must be terminated in order to save the world. Nearly 100 Minnesota Mayors Send Panicked Letter to Lawmakers Complaining About Fraud Scandal and the Leadership of Tim Walz Almost 100 mayors in the state of Minnesota have sent a letter to state lawmakers complaining about the fraud scandal and how it is going to impact the communities they serve. They are clearly not happy with the leadership of Governor Tim Walz and his connections to the fraud scandal that has rocked the state in recent weeks. The scandal is still unfolding and it's unclear what the final tally will be, but it's looking like something in the tens of billions. FOX News reports:  You can see the full letter here. These mayors should have demanded that Tim Walz resign. Source: thegatewaypundit.com https://twitter.com/elonmusk/status/2002771316345327905?s=20 Our crooked politicians have set up the biggest money laundering operation in the world and that 38 trillion in debt is almost all tied to fraud. this is the tip of the iceberg. Buckle up, its all being exposed. Your harder earned money was used to support a criminal syndicate.  President Trump's Plan  https://twitter.com/DcLidstone/status/2003338615917806050?s=20 John Brennan Lawyers Confirm Their Client is a “Target” of a Grand Jury Investigation Lawfare lawyer Kenneth Wainstein representing former CIA Director John Brennan confirmed in a proactive litigation letter to Chief Judge Cecilia M. Altonaga of the Federal District Court for the Southern District of Florida, their client is a “target” of a grand jury investigation. The word “target” is important here, because the letter specifically outlines how Brennan has received subpoenas for documents and information surrounding his construct of the 2017 Intelligence Community Assessment. The letter notes that prosecutors from the Office of the United States Attorney for the Southern District of Florida, Jason Reding Quiñones, have advised Mr. Brennan that he is “a target” of a grand jury investigation.   [SOURCE] Pay attention to the footnotes being cited by Brennan's lawyers as they begin to pull in some of the commentary by voices who have publicly given opinion about the overall Trump targeting operation.  Mike Davis name appears frequently in this letter, as the Brennan defense team begins to frame the conspiratorial nature of some claims against their client. In essence, the Brennan legal team are attempting to refute the evidence by pointing to the blanket of some crazy commentary that covers it. This is exactly what I have been cautioning about {SEE HERE}. Source: theconservativetreehouse.com https://twitter.com/TheStormRedux/status/2003448097930662069?s=20  Cannon's courtroom. FANTASTIC. https://twitter.com/amuse/status/2003133420021424297?s=20   Thune objected the president would be able to adjourn Congress for ten days and get his full team on the field. https://twitter.com/DavidShafer/status/2002953961595449763?s=20 National Defense Authorization Act (NDAA) Contains Hidden Election Integrity Gem – Could Have Huge Implications for Voting Machines    With the National Defense Authorization Act signed by President Donald Trump on December 18th, 2025, a little-known section was snuck into the 3000+ page bill:  Section 6805. Requiring Penetration Testing As Part Of The Testing And Certification of Voting Systems. This section amends the Help America Vote Act of 2002 by adding a “Required Penetration Testing” section that “provides for the conduct of penetration testing as part of the testing, certification, decertification, and recertification of voting system hardware and software” by an accredited laboratory. The amendment now requires the penetration testing as a condition of certification from the U.S. Election Assistance Commission (EAC) and allows consultation with the National Institute of Standards and Technology or any other federal agency on “lab selection criteria” and “other aspects of the program.” While this is still short of a legitimate attempt at ensuring election integrity, it is an effort toward scrutinizing the voting systems by finally requiring cybersecurity experts to do what Clay Parikh was restricted from doing during his time as a VSTL contractor. Hand-marked paper ballots hand-counted at the precinct level, is being utilized in Dallas County, TX for the 2026 midterm primaries, and is still the ultimate goal of the election integrity community to ensure free and fair elections in the United States. Source: thegatewaypundit.com Penetration testing, often abbreviated as “pen testing,” is a cybersecurity practice where authorized experts simulate real-world cyberattacks on a computer system, network, or application to identify and exploit vulnerabilities before malicious actors can do so. The goal is to uncover weaknesses in security measures, such as software flaws, misconfigurations, or inadequate defenses, and provide recommendations for remediation. It typically involves several stages: Planning and reconnaissance: Gathering information about the target system. Scanning: Using tools to probe for potential entry points. Gaining access: Attempting to exploit vulnerabilities to breach the system. Maintaining access: Testing how long access can be sustained without detection. Analysis and reporting: Documenting findings, risks, and fixes. In the context of Section 6805 of the Fiscal Year 2026 National Defense Authorization Act (NDAA), which incorporates provisions from the SECURE IT Act (H.R. 6315), penetration testing is mandated as part of the testing, certification, decertification, and recertification process for voting system hardware and software. The Election Assistance Commission (EAC) must implement this requirement within 180 days of enactment, with accreditation of testing entities handled through recommendations from the National Institute of Standards and Technology (NIST). This ensures that voting systems used in federal elections undergo rigorous cybersecurity assessments to detect and mitigate vulnerabilities, enhancing election security Poll: Trump's Approval Rating Lands at 50 Percent, 9 Points Above Water President Donald Trump enjoys a 50 percent approval rating, with a net approval rating of plus 9 points, according to the latest polling from InsiderAdvantage.  Source: breitbart.com (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");

In deze aflevering hebben Jilles van den Beukel en ik het onder meer over: - 'Inside the failed green revolutions at bp and Shell', een prachtig inkijkje van Financial Times in opkomt en ondergang van de groene plannen van de twee bedrijven https://www.ft.com/content/c6d7d225-f322-4e88-b7e3-2ca2beecd495 - BP's nieuwe CEO, Meg O'Neill https://en.wikipedia.org/wiki/Meg_O%27Neill - de overname van BP door Shell die er niet kwam - moeilijke tijden voor de Britse olie- en gasindustrie nu de windfall tax van kracht blijft - IEA-rapport 'Coal 2025 – Analysis and forecast to 2030' waaruit blijkt dat in tegenstelling tot eerdere voorspellingen van datzelfde IEA er toch weer méér steenkool is gebruikt https://www.iea.org/reports/coal-2025 - Ternaard, de Nederlandse regering die er 163 miljoen euro voor over heeft om daar géén gas te winnen, en de rol van Staatstoezicht op de Mijnen (SodM) Artikel Jilles: https://energeia.nl/het-gasveld-ternaard-een-slecht-toneelstuk/ - TNO-studie naar stikstofinjectie in de Groningse bodem (om de seismiciteit te verminderen)

Michael Grunwald is an environmental journalist who sees maximizing efficient production as the most important sustianbility strategy. His book, "We Are Eating the Earth," brings fresh attention to an old debate. Episode Links We Are Eating the Earth Grunwald, M. (2024, December 13). Opinion | Sorry, but This Is the Future of Food. The New York Times. https://www.nytimes.com/2024/12/13/opinion/food-agriculture-factory-farms-climate-change.html The Useful Idiot, Land Food Nexus rebuttal to Grunwald's NYT piece The Enduring Fantasy of Feeding the World, Spectre Journal Historians rethink the Green Revolution The Globalization of Wheat: A Critical History of the Green Revolution Max Ajl's A People's Green New Deal On the contribution of yields to hunger abatement:  Smith, L. C., & Haddad, L. (2015). Reducing Child Undernutrition: Past Drivers and Priorities for the Post-MDG Era. World Development, 68, 180–204. https://doi.org/10.1016/j.worlddev.2014.11.014 On the role of intensive agriculture in failing to reduce deforestation: Ceddia, M. G., Bardsley, N. O., Gomez-y-Paloma, S., & Sedlacek, S. (2014). Governance, agricultural intensification, and land sparing in tropical South America. Proceedings of the National Academy of Sciences, 111(20), 7242–7247. https://doi.org/10.1073/pnas.1317967111 Pratzer, M., Fernández-Llamazares, Á., Meyfroidt, P., Krueger, T., Baumann, M., Garnett, S. T., & Kuemmerle, T. (2023). Agricultural intensification, Indigenous stewardship and land sparing in tropical dry forests. Nature Sustainability, 1–12. https://doi.org/10.1038/s41893-023-01073-0 Thaler, G. M. (2017). The Land Sparing Complex: Environmental Governance, Agricultural Intensification, and State Building in the Brazilian Amazon. Annals of the American Association of Geographers, 107(6), 1424–1443. https://doi.org/10.1080/24694452.2017.1309966 Land sparers feel thier oats Thaler, G. M. (2024). Saving a Rainforest and Losing the World: Conservation and displacement in the global tropics. Yale University Press.   The IEA on competing theories of Indirect Land Use Change and biofuels: Towards an improved assessment of indirect land-use change – Evaluating common narratives, approaches, and tools   More Work for Mother: The Ironies Of Household Technology From The Open Hearth To The Microwave | Ruth Cowan Munro, K. (2025). Reconsidering the relationship between home appliance ownership and married women's labor supply: Evidence from Brazil (No. 2509). The Global Alliance for the Future of Food call for investment in food systems transition The World Resources Institute report on Denmark's Green Tripartite Agreement Behind the Danish Green Tripartite – Democracy, Smallholders and the Rights of Rural People Grunwald debates an agroecologist At COP30, Brazilian Meat Giant JBS Recommends Climate Policy    About Landscapes Landscapes is produced by Adam Calo. A complete written transcript of the episode can be found on Adam's newsletter: Land Food Nexus. Send feedback or questions to adamcalo@substack.com or Bluesky Music by Blue Dot Sessions: "Kilkerrin" by Blue Dot Sessions (www.sessions.blue).      

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

V tejto epizóde sa pozrieme na 10 výrazov, ktoré Slováci používajú stále v práci, v e-mailoch, v bežnej komunikácii, ale ktoré v angličtine jednoducho neexistujú alebo znejú veľmi neprirodzene.Ukážem vám jednoduché, prirodzené alternatívy, ktoré používajú rodení hovoriaci. iadna gramatika navyše, žiadne komplikácie, iba malé úpravy, ktoré výrazne zlepšia to, ako vaše vety znejú.V epizóde sa naučíte napríklad:✅ prečo It has sense nefunguje ✅ ako správne používať explain ✅ čo robiť s „I go to home“ ✅ ako znieť prirodzenejšie v e-mailoch ✅ ktoré frázy vymeniť, aby vaša angličtina pôsobila mäkšie a modernejšieA na konci vás čaká krátky mini-kvíz.

European bourses opened lower but now marginally firmer, US equity futures are in the red, with underperformance in the NQ following Oracle (-11%) earnings.DXY initially attempted to pare post-FOMC pressure, but now flat, CHF little moved to the SNB announcement, but gained on the presser, the Aussie is pressured post-jobs data.USTs continue to strengthen in the aftermath of the FOMC, whilst Bunds pull back from highs.Crude benchmarks are selling off despite a bullish IEA report; XAU pares back FOMC gains; Copper pulls back from ATHs.Looking ahead, highlights include US Initial Jobless Claims (6 Dec, w/e), OPEC MOMR, Supply from the US, Earnings from Broadcom, Costco & lululemon.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

A inteligência artificial, em seus múltiplos sentidos, tem dominado a agenda pública e até mesmo o direcionamento do capital das grandes empresas de tecnologia. Mas você já parou para pensar na infraestrutura gigantesca que dê conta de sustentar o crescimento acelerado das IAs? O futuro e o presente da inteligência artificial passa pela existência dos datacenters. E agora é mais urgente que nunca a gente discutir esse assunto. Estamos vendo um movimento se concretizar, que parece mais uma forma de colonialismo digital: com a crescente resistência à construção de datacenters nos países no norte global, empresas e governos parecem estar convencidos a trazer essas infraestruturas imensas com todos os seus impactos negativos ao sul global. Nesse episódio Yama Chiodi e Damny Laya conversam com pesquisadores, ativistas e atingidos para tentar aprofundar o debate sobre a infraestrutura material das IAs. A gente conversa sobre o que são datacenters e como eles impactam e irão impactar nossas vidas. No segundo episódio, recuperamos movimentos de resistência a sua instalação no Brasil e como nosso país se insere no debate, seguindo a perspectiva de ativistas e de pesquisadores da área que estão buscando uma regulação mais justa para esses grandes empreendimentos.  ______________________________________________________________________________________________ ROTEIRO [ vinheta da série ] [ Começa bio-unit ] YAMA: A inteligência artificial, em seus múltiplos sentidos, tem dominado a agenda pública e até mesmo o direcionamento do capital das grandes empresas de tecnologia. Mas você já parou para pensar na infraestrutura gigantesca que dê conta de sustentar o crescimento acelerado das IA? DAMNY: O futuro e o presente da inteligência artificial passa pela existência dos data centers. E agora é mais urgente que nunca a gente discutir esse assunto. Estamos vendo um movimento se concretizar, que parece mais uma forma de colonialismo digital: com a crescente resistência à construção de datacenters nos países no norte global, empresas e governos parecem estar convencidos a trazer os datacenters com todos os seus impactos negativos ao sul global. YAMA: Nós conversamos com pesquisadores, ativistas e atingidos e em dois episódios nós vamos tentar aprofundar o debate sobre a infraestrutura material das IAs. No primeiro, a gente conversa sobre o que são datacenters e como eles impactam e irão impactar nossas vidas. DAMNY: No segundo, recuperamos movimentos de resistência a sua instalação no Brasil e como nosso país se insere no debate, seguindo a perspectiva de ativistas e de pesquisadores da área que estão buscando uma regulação mais justa para esses grandes empreendimentos. [ tom baixo ] YAMA: Eu sou o Yama Chiodi, jornalista de ciência e pesquisador do campo das mudanças climáticas. Se você já é ouvinte do oxigênio pode ter me ouvido aqui na série cidade de ferro ou no episódio sobre antropoceno. Ao longo dos últimos meses investiguei os impactos ambientais das inteligências artificiais para um projeto comum entre o LABMEM, o laboratório de mudança tecnológica, energia e meio ambiente, e o oxigênio. Em setembro passado, o Damny se juntou a mim pra gente construir esses episódios juntos. E não por acaso. O Damny publicou em outubro passado um relatório sobre os impactos socioambientais dos data centers no Brasil, intitulado “Não somos quintal de data center”. O link para o relatório completo se encontra disponível na descrição do episódio. Bem-vindo ao Oxigênio, Dam. DAMNY: Oi Yama. Obrigado pelo convite pra construir junto esses episódios. YAMA: É um prazer, meu amigo. DAMNY: Eu também atuo como jornalista de ciência e sou pesquisador de governança da internet já há algum tempo. Estou agora trabalhando como jornalista e pesquisador aqui no LABJOR, mas quando escrevi o relatório eu tava trabalhando como pesquisador-consultor na ONG IDEC, Instituto de Defesa de Consumidores. YAMA: A gente começa depois da vinheta. [ Termina Bio Unit] [ Vinheta Oxigênio ] [ Começa Documentary] YAMA: Você já deve ter ouvido na cobertura midiática sobre datacenters a formulação que te diz quantos litros de água cada pergunta ao chatGPT gasta. Mas a gente aqui não gosta muito dessa abordagem. Entre outros motivos, porque ela reduz o problema dos impactos socioambientais das IA a uma questão de consumo individual. E isso é um erro tanto político como factual. Calcular quanta água gasta cada pergunta feita ao ChatGPT tira a responsabilidade das empresas e a transfere aos usuários, escondendo a verdadeira escala do problema. Mesmo que o consumo individual cresça de modo acelerado e explosivo, ele sempre vai ser uma pequena fração do problema. Data centers operam em escala industrial, computando quantidades incríveis de dados para treinar modelos e outros serviços corporativos. Um único empreendimento pode consumir em um dia mais energia do que as cidades que os abrigam consomem ao longo de um mês. DAMNY: Nos habituamos a imaginar a inteligência artificial como uma “nuvem” etérea, mas, na verdade, ela só existe a partir de data centers monstruosos que consomem quantidades absurdas de recursos naturais. Os impactos sociais e ambientais são severos. Data centers são máquinas de consumo de energia, água e terra, e criam poluição do ar e sonora, num modelo que reforça velhos padrões de racismo ambiental. O desenvolvimento dessas infraestruturas frequentemente acontece à margem das comunidades afetadas, refazendo a cartilha global da injustiça ambiental. Ao seguir suas redes, perceberemos seus impactos em rios, no solo, no ar, em territórios indígenas e no crescente aumento da demanda por minerais críticos e, por consequência, de práticas minerárias profundamente destrutivas. YAMA: De acordo com a pesquisadora Tamara Kneese, diretora do programa de Clima, Tecnologia e Justiça do instituto de pesquisa Data & Society, com quem conversamos, essa infraestrutura está criando uma nova forma de colonialismo tecnológico. Os danos ambientais são frequentemente direcionados para as comunidades mais vulneráveis, de zonas rurais às periferias dos grandes centros urbanos, que se tornam zonas de sacrifício para o progresso dessa indústria. DAMNY: Além disso, a crescente insatisfação das comunidades do Norte Global com os data centers tem provocado o efeito colonial de uma terceirização dessas estruturas para o Sul Global. E o Brasil não apenas não é exceção como parece ser um destino preferencial por sua alta oferta de energia limpa. [pausa] E com o aval do governo federal, que acaba de publicar uma medida provisória chamada REDATA, cujo objetivo é atrair data centers ao Brasil com isenção fiscal e pouquíssimas responsabilidades. [ Termina Documentary] [tom baixo ] VOICE OVER: BLOCO 1 – O QUE SÃO DATA CENTERS? YAMA: Pra entender o que são data centers, a gente precisa antes de tudo de entender que a inteligência artificial não é meramente uma nuvem etérea que só existe virtualmente. Foi assim que a gente começou nossa conversa com a pesquisadora estadunidense Tamara Kneese. Ela é diretora do programa de Clima, Tecnologia e Justiça do instituto de pesquisa Data & Society. TAMARA: PT – BR [ Eu acho que o problema da nossa relação com a computação é que a maioria parte do tempo a gente não pensa muito sobre a materialidade dos sistemas informacionais e na cadeia de suprimentos que permitem que eles existam. Tudo que a gente faz online não depende só dos nossos aparelhos, ou dos serviços de nuvem que a gente contrata, mas de uma cadeia muito maior. De onde ver o hardware que a gente usa? Que práticas de trabalho são empregadas nessa cadeia? E então, voltando à cadeia de suprimentos, pensar sobre os materiais brutos e os minerais críticos e outras formas de extração, abusos de direitos humanos e trabalhistas que estão diretamente relacionados à produção dos materiais que precisamos pra computação em geral. ] So I think, you know, the problem with our relationship to computing is that, most of the time, we don’t really think that much about the materiality of the computing system and the larger supply chain. You know, thinking about the fact that, of course, everything we do relies not just on our own device, or the particular cloud services that we subscribe to, but also on a much larger supply chain. So, where does the hardware come from, that we are using, and what kind of labor practices are going into that? And then be, you know, further back in the supply chain, thinking about raw materials and critical minerals and other forms of extraction, and human rights abuses and labor abuses that also go into the production of the raw materials that we need for computing in general. DAMNY: A Tamara já escreveu bastante sobre como a metáfora da nuvem nos engana, porque ela dificulta que a gente enxergue a cadeia completa que envolve o processamento de tantos dados. E isso se tornou uma questão muito maior com a criação dos chatbots e das IAs generativas. YAMA: Se a pandemia já representou uma virada no aumento da necessidade de processamento de dados, quando passamos a ir à escola e ao trabalho pelo computador, o boom das IA generativas criou um aumento sem precedentes da necessidade de expandir essas cadeias. DAMNY: E na ponta da infraestrutura de todas as nuvens estão os data centers. Mais do que gerar enormes impactos sócio-ambientais, eles são as melhores formas de enxergar que o ritmo atual da expansão das IAs não poderá continuar por muito tempo, por limitações físicas. Não há terra nem recursos naturais que deem conta disso. YAMA: A gente conversou com a Cynthia Picolo, que é Diretora Executiva do LAPIN, o Laboratório de Políticas Públicas e Internet. O LAPIN tem atuado muito contra a violação de direitos na implementação de data centers no Brasil e a gente ainda vai conversar mais sobre isso. DAMNY: Uma das coisas que a Cynthia nos ajudou a entender é como não podemos dissociar as IAs dos data centers. CYNTHIA: Existe uma materialidade por trás. Existe uma infraestrutura física, que são os data centers. Então os data centers são essas grandes estruturas que são capazes de armazenar, processar e transferir esses dados, que são os dados que são os processamentos que vão fazer com que a inteligência artificial possa acontecer, possa se desenvolver, então não existe sem o outro. Então falar de IA é falar de Datacenter. Então não tem como desassociar. YAMA: Mas como é um datacenter? A Tamara descreve o que podemos ver em fotos e vídeos na internet. TAMARA: [ Sim, de modo geral, podemos dizer que os data centers são galpões gigantes de chips, servidores, sistemas em redes e quando você olha pra eles, são todos muitos parecidos, prédios quadrados sem nada muito interessante. Talvez você nem saiba que é um data center se não observar as luzes e perceber que é uma estrutura enorme sem pessoas, sem trabalhadores. ] Yeah, so, you know, essentially, they’re like giant warehouses of chips, of servers, of networked systems, and, you know, they look like basically nondescript square buildings, very similar. And you wouldn’t really know that it’s a data center unless you look at the lighting, and you kind of realize that something… like, it’s not inhabited by people or workers, really. DAMNY: No próximo bloco a gente tenta resumir os principais problemas socioambientais que os data centers já causam e irão causar com muita mais intensidade no futuro. [tom baixo ] VOICE OVER: BLOCO 2 – A ENORME LISTA DE PROBLEMAS YAMA: O consumo de energia é provavelmente o problema mais conhecido dos data centers e das IAs. Segundo dados da Agência Internacional de Energia, a IEA, organização internacional da qual o Brasil faz parte, a estimativa para o ano de 2024 é que os data centers consumiram cerca de 415 TWh. A cargo de comparação, segundo a Empresa de Pesquisa Energética, instituto de pesquisa público associado ao Ministério das Minas e Energia, o Brasil consumiu no ano de 2024 cerca de 600 TWh. DAMNY: Segundo o mesmo relatório da Agência Internacional de Energia, a estimativa é que o consumo de energia elétrica por datacenters em 2030 vai ser de pelo menos 945 TWh, o que representaria 3% de todo consumo global projetado. Quando a gente olha pras estimativas de outras fontes, contudo, podemos dizer que essas são projeções até conservadoras. Especialmente considerando o impacto da popularização das chamadas LLM, ou grandes modelos de linguagem – aqueles YAMA: Ou seja, mesmo com projeções conservadoras, os data centers do mundo consumiriam em 2030, daqui a menos de cinco anos, cerca de 50% a mais de energia que o Brasil inteiro consome hoje. Segundo a IEA, em 2030 o consumo global de energia elétrica por data centers deve ser equivalente ao consumo da Índia, o país mais populoso do mundo. E há situações locais ainda mais precárias. DAMNY: É o caso da Irlanda. Segundo reportagem do New York Times publicada em outubro passado, espera-se que o consumo de energia elétrica por data centers por lá represente pelo menos 30% do consumo total do país nos próximos anos. Mas porquê os datacenters consomem tanta energia? TAMARA: [ Então, particularmente com o tipo de IA que as empresas estão investindo agora, há uma necessidade de chips e GPUs muito mais poderosos, de modo que os data centers também são sobre prover energia o suficiente pra todo esse poder computacional que demandam o treinamento e uso de grandes modelos de linguagem. Os data centers são estruturas incrivelmente demandantes de energia e água. A água em geral serve para resfriar os servidores, então tem um número considerável de sistemas de cooling que usam água. Além disso tudo, você também precisa de fontes alternativas de energia, porque algumas vezes, uma infraestrutura tão demandante de energia precisa recorrer a geradores para garantir que o data center continue funcionando caso haja algum problema na rede elétrica. ] So, you know, particularly with the kinds of AI that companies are investing in right now, there’s a need for more powerful chips, GPUs, and so Data centers are also about providing enough energy and computational power for these powerful language models to be trained and then used. And so the data center also, you know, in part because it does require so much energy, and it’s just this incredibly energy-intensive thing, you also need water. And the water comes from having to cool the servers, and so… So there are a number of different cooling systems that use water. And then on top of that, you also need backup energy sources, so sometimes, because there’s such a draw on the power grid, you have to have backup generators to make sure that the data center can keep going if something happens with the grid. YAMA: E aqui a gente começa a entender o tamanho do problema. Os data centers são muitas vezes construídos em lugares que já sofrem com infraestruturas precárias de eletricidade e com a falta de água potável. Então eles criam problemas de escassez onde não havia e aprofundam essa escassez em locais onde isso já era uma grande questão – como a região metropolitana de Fortaleza sobre a qual falaremos no próximo episódio, que está em vias de receber um enorme data center do Tiktok. DAMNY: É o que também relatam os moradores de Querétaro, no México, que vivem na região dos data centers da Microsoft. A operação dos data centers da Microsoft gerou uma crise sem precedentes, com quedas frequentes de energia e o interrompimento do abastecimento de água que muitas vezes duram semanas. Os data-centers impactaram de tal forma as comunidades que escolas cancelaram aulas e, indiretamente, foram responsáveis por uma crise de gastroenterite entre crianças. YAMA: E isso nos leva pro segundo ponto. O consumo de água, minerais críticos e outros recursos naturais. TAMARA: [O problema da energia tem recebido mais atenção, porque é uma fonte de ansiedade também. Pensar sobre o aumento da demanda de energia em tempos em que supostamente estaríamos transicionando para deixar de usar energias fósseis, o que obviamente pode ter efeitos devastadores. Mas eu acredito que num nível mais local, o consumo de água é mais relevante. Nós temos grandes empresas indo às áreas rurais do México, por exemplo, e usando toda a água disponível e basicamente deixando as pessoas sem água. E isso é incrivelmente problemático. Então isso acontece em áreas que já tem problemas de abastecimento de água, onde as pessoas já não tem muito poder de negociação com as empresas. Não têm poder político pra isso. São lugares tratados como zonas de sacrifício, algo que já vimos muitas vezes no mundo, especialmente em territórios indígenas. Então as consequências são na verdade muito maiores do que só problemas relacionados à energia. ] I think the energy problem has probably gotten the most attention, just because it is a source of anxiety, too, so thinking about, you know, energy demand at a time when we’re supposed to be transitioning away from fossil fuels. And clearly, the effects that that can have will be devastating. But I think on a local level, things like the water consumption can matter more. So, you know, if we have tech companies moving into rural areas in Mexico and, you know, using up all of their water and basically preventing people in the town from having access to water. That is incredibly problematic. So I think, you know, in water-stressed areas and areas where the people living in a place don’t have as much negotiating power with the company. Don’t have as much political power, and especially if places are basically already treated as sacrifice zones, which we’ve seen repeatedly many places in the world, with Indigenous land in particular, you know, I think the consequences may go far beyond just thinking about, you know, the immediate kind of energy-related problems. YAMA: Existem pelo menos quatro fins que tornam os data centers máquinas de consumir água. O mais direto e local é a água utilizada na refrigeração de todo equipamento que ganha temperatura nas atividades de computação, o processo conhecido como cooling. Essa prática frequentemente utiliza água potável. Apesar de já ser extremamente relevante do ponto de vista de consumo, essa é apenas uma das formas de consumo abundante de água. DAMNY: Indiretamente, os data centers também consomem a água relacionada ao seu alto consumo de energia, em especial na geração de energia elétrica em usinas hidrelétricas e termelétricas. Também atrelada ao consumo energético, está o uso nas estações de tratamento de água, que visam tratar a água com resíduos gerada pelo data center para tentar reduzir a quantidade de água limpa utilizada. YAMA: Por fim, a cadeia de suprimentos de chips e servidores que compõem os data centers requer água ultrapura e gera resíduos químicos. Ainda que se saiba que esse fator gera gastos de água e emissões de carbono relevantes, os dados são super obscuros, entre outros motivos, porque a maioria dos dados que temos sobre o consumo de água em data centers são fornecidos pelas próprias empresas. CYNTHIA: A água e os minérios são componentes também basilares para as estruturas de datacenter, que são basilares para o funcionamento da inteligência artificial. (…). E tem toda uma questão, como eu disse muitas vezes, captura um volume gigante de água doce. E essa água que é retornada para o ecossistema, muitas vezes não é compensada da água que foi capturada. Só que as empresas também têm uma promessa em alguns relatórios, você vai ver que elas têm uma promessa até de chegar em algum ponto para devolver cento e vinte por cento da água. Então a empresa está se comprometendo a devolver mais água do que ela capturou. Só que a realidade é o quê? É outra. Então, a Google, por exemplo, nos últimos cinco anos, reportou um aumento de cento e setenta e sete por cento do uso de água. A Microsoft mais trinta e oito e a Amazon sequer reporta o volume de consumo de água. Então uma lacuna tremenda para uma empresa desse porte, considerando todo o setor de Data centers. Mas tem toda essa questão da água, que é muito preocupante, não só por capturar e o tratamento dela e como ela volta para o meio ambiente, mas porque há essa disputa também com territórios que têm uma subsistência muito específica de recursos naturais, então existe uma disputa aí por esse recurso natural entre comunidade e empreendimento. DAMNY: Nessa fala da Cynthia a gente observa duas coisas importantes: a primeira é que não existe data center sem água para resfriamento, de modo que o impacto local da instalação de um empreendimento desses é uma certeza irrefutável. E é um dano contínuo. Enquanto ele estiver em operação ele precisará da água. É como se uma cidade de grande porte chegasse de repente, demandando uma quantidade de água e energia que o local simplesmente não tem para oferecer. E na hora de escolher entre as pessoas e empreendimentos multimilionários, adivinha quem fica sem água e com a energia mais cara? YAMA: A segunda coisa importante que a Cynthia fala é quando ela nos chama a atenção sobre a demanda por recursos naturais. Nós sabemos que recursos naturais são escassos. Mais do que isso, recursos naturais advindos da mineração têm a sua própria forma de impactos sociais e ambientais, o que vemos frequentemente na Amazônia brasileira. O que acontecerá com os data centers quando os recursos naturais locais já não forem suficientes para seu melhor funcionamento? Diante de uma computação que passa por constante renovação pela velocidade da obsolescência, o que acontece com o grande volume de lixo eletrônico gerado por data centers? Perguntas que não têm resposta. DAMNY: A crise geopolítica em torno dos minerais conhecidos como terra-rara mostra a complexidade política e ambiental do futuro das IA do ponto de vista material e das suas cadeias de suprimento. No estudo feito pelo LAPIN, a Cynthia nos disse que considera que esse ponto do aumento da demanda por minerais críticos que as IA causam é um dos pontos mais opacos nas comunicações das grandes empresas de tecnologia sobre o impacto de seus data centers. CYNTHIA: E outro ponto de muita, muita lacuna, que eu acho que do nosso mapeamento, desses termos mais de recursos naturais. A cadeia de extração mineral foi o que mais foi opaco, porque, basicamente, as empresas não reportam nada sobre essa extração mineral e é muito crítico, porque a gente sabe que muitos minérios vêm também de zonas de conflito. Então as grandes empresas, pelo menos as três que a gente mapeou, elas têm ali um trechinho sobre uma prestação de contas da cadeia mineral. Tudo que elas fazem é falar que elas seguem um framework específico da OCDE sobre responsabilização. YAMA: Quando as empresas falam de usar energias limpas e de reciclar a água utilizada, eles estão se desvencilhando das responsabilidades sobre seus datacenters. Energia limpa não quer dizer ausência de impacto ambiental. Pras grandes empresas, as fontes de energia limpa servem para gerar excedente e não para substituir de fato energias fósseis. Você pode ter um data center usando majoritariamente energia solar no futuro, mas isso não muda o fato de que ele precisa funcionar 24/7 e as baterias e os geradores a diesel estarão sempre lá. Além disso, usinas de reciclagem de água, fazendas de energia solar e usinas eólicas também têm impactos socioambientais importantes. O uso de recursos verdes complexifica o problema de identificar os impactos locais e responsabilidades dos data centers, mas não resolve de nenhuma forma os problemas de infraestrutura e de fornecimento de água e energia causados pelos empreendimentos. DAMNY: É por isso que a gente alerta pra não comprar tão facilmente a história de que cada pergunta pro chatGPT gasta x litros de água. Se você não perguntar nada pro chatGPT hoje, ou se fizer 1000 perguntas, não vai mudar em absolutamente nada o alto consumo de água e os impactos locais destrutivos dos data centers que estão sendo instalados a todo vapor em toda a América Latina. A quantidade de dados e de computação que uma big tech usa para treinar seus modelos, por exemplo, jamais poderá ser equiparada ao consumo individual de chatbots. É como comparar as campanhas que te pedem pra fechar a torneira ao escovar os dentes, enquanto o agro gasta em minutos água que você não vai gastar na sua vida inteira. Em resumo, empresas como Google, Microsoft, Meta e Amazon só se responsabilizam pelos impactos diretamente causados por seus data centers e, mesmo assim, é uma responsabilização muito entre aspas, à base de greenwashing. Você já ouviu falar de greenwashing? CYNTHIA: Essa expressão em inglês nada mais é do que a tradução literal, que é o discurso verde. (…)É justamente o que a gente está conversando. É justamente quando uma empresa finge se preocupar com o meio ambiente para parecer sustentável, mas, na prática, as ações delas não trazem esses benefícios reais e, pelo contrário, às vezes trazem até danos para o meio ambiente. Então, na verdade, é uma forma até de manipular, ou até mesmo enganar as pessoas, os usuários daqueles sistemas ou serviços com discursos e campanhas com esses selos verdes, mas sem comprovar na prática. YAMA: Nesse contexto, se torna primordial que a gente tenha mais consciência de toda a infraestrutura material que está por trás da inteligência artificial. Como nos resumiu bem a Tamara: TAMARA: [ Eu acredito que ter noção da infraestrutura completa que envolve a cadeia da IA realmente ajuda a entender a situação. Mesmo que você esteja usando, supostamente, energia renovável para construir e operar um data center, você ainda vai precisar de muitos outros materiais, chips, minerais e outras coisas com suas próprias cadeias de suprimento. Ou seja, independente da forma de energia utilizada, você ainda vai causar dano às comunidades e destruição ambiental. ] But that… I think that is why having a sense of the entire AI supply chain is really helpful, just in terms of thinking about, you know, even if you’re, in theory, using renewable energy to build a data center, you still are relying on a lot of other materials, including chips, including minerals, and other things that. (…) We’re still, you know, possibly going to be harming communities and causing environmental disruption. [ tom baixo ] YAMA: Antes de a gente seguir pro último bloco, eu queria só dizer que a entrevista completa com a Dra. Tamara Kneese foi bem mais longa e publicada na íntegra no blog do GEICT. O link para a entrevista tá na descrição do episódio, mas se você preferir pode ir direto no bloco do GEICT. [ tom baixo ] VOICE OVER: BLOCO 3 – PROBLEMAS GLOBAIS, PROBLEMAS LOCAIS YAMA: Mesmo conhecendo as cadeias, as estratégias de greenwashing trazem um grande problema à tona, que é uma espécie de terceirização das responsabilidades. As empresas trazem medidas compensatórias que não diminuem em nada o impacto local dos seus data centers. Então tem uma classe de impactos que são globais, como as emissões de carbono e o aumento da demanda por minerais críticos, por exemplo. E globais no sentido de que eles são parte relevante dos impactos dos data centers, mas não estão impactando exatamente nos locais onde foram construídos. CYNTHIA: Google, por exemplo, nesse recorte que a gente fez da pesquisa dos últimos cinco anos, ela simplesmente reportou um aumento de emissão de carbono em setenta e três por cento. Não é pouca coisa. A Microsoft aumentou no escopo dois, que são as emissões indiretas, muito por conta de data centers, porque tem uma diferenciação por escopo, quando a gente fala de emissão de gases, a Microsoft, nesse período de cinco anos, ela quadruplicou o tanto que ela tem emitido. A Amazon aumentou mais de trinta por cento. Então a prática está mostrando que essas promessas estão muito longe de serem atingidas. Só que aí entra um contexto mais de narrativa. Por que elas têm falado e prometido a neutralidade de carbono? Porque há um mecanismo de compensação. (…) Então elas falam que estão correndo, correndo para atingir essa meta de neutralidade de carbono, mas muito por conta dos instrumentos de compensação, compensação ou de crédito de carbono ou, enfim, para uso de energias renováveis. Então se compra esse certificado, se fazem esses contratos, mas, na verdade, não está tendo uma redução de emissão. Está tendo uma compensação. (…) Essa compensação é um mecanismo financeiro, no final do dia. Porque, quando você, enquanto empresa, trabalha na compensação dos seus impactos ambientais e instrumentos contratuais, você está ignorando o impacto local. Então, se eu estou emitindo impactando aqui o Brasil, e estou comprando crédito de carbono em projetos em outra área, o impacto local do meu empreendimento está sendo ignorado. YAMA: E os impactos materiais locais continuam extremamente relevantes. Além do impacto nas infraestruturas locais de energia e de água sobre as quais a gente já falou, há muitas reclamações sobre a poluição do ar gerada pelos geradores, as luzes que nunca desligam e até mesmo a poluição sonora. A Tamara nos contou de um caso curioso de um surto de distúrbios de sono e de enxaqueca que tomou regiões de data centers nos Estados Unidos. TAMARA: [ Uma outra coisa que vale ser lembrada: as pessoas que vivem perto dos data centers tem nos contado que eles são super barulhentos, eles também relatam a poluição visual causada pelas luzes e a poluição sonora. Foi interessante ouvir de comunidades próximas a data centers de mineração de criptomoedas, por exemplo, que os moradores começaram a ter enxaquecas e distúrbios de sono por viverem próximos das instalações. E além de tudo isso, ainda tem a questão da poluição do ar, que é visível a olho nu. Há muitas partículas no ar onde há geradores movidos a diesel para garantir que a energia esteja sempre disponível. ] And the other thing is, you know, for people who live near them, they’re very loud, and so if you talk to people who live near data centers, they will talk about the light pollution, the noise pollution. And it’s been interesting, too, to hear from communities that are near crypto mining facilities, because they will complain of things like migraine headaches and sleep deprivation from living near the facilities. And, you know, the other thing is that the air pollution is quite noticeable. So there’s a lot of particulate matter, particularly in the case of using diesel-fueled backup generators as an energy stopgap. DAMNY: E do ponto de vista dos impactos locais, há um fator importantíssimo que não pode ser esquecido: território. Data centers podem ser gigantes, mas ocupam muito mais espaço que meramente seus prédios, porque sua cadeia de suprimentos demanda isso. Como a água e a energia chegarão até os prédios? Mesmo que sejam usados fontes renováveis de energia, onde serão instaladas as fazendas de energia solar ou as usinas de energia eólica e de tratamento de água? Onde a água contaminada e/ou tratada será descartada? Quem vai fiscalizar? YAMA: E essa demanda sem fim por território esbarra justamente nas questões de racismo ambiental. Porque os territórios que são sacrificados para que os empreendimentos possam funcionar, muito frequentemente, são onde vivem povos originários e populações marginalizadas. Aqui percebemos que a resistência local contra a instalação de data centers é, antes de qualquer coisa, uma questão de justiça ambiental. É o caso de South Memphis nos Estados Unidos, por exemplo. TAMARA: [ Pensando particularmente sobre os tipos de danos causados pelos data centers, não é somente a questão da conta de energia ficar mais cara, ou quantificar a quantidade de energia e água gasta por data centers específicos. A verdadeira questão, na minha opinião, é a relação que existe entre esses danos socioambientais, danos algorítmicos e o racismo ambiental e outras formas de impacto às comunidades que lidam com isso a nível local. Especialmente nos Estados Unidos, com todo esse histórico de supremacia branca e a falta de direitos civis, não é coincidência que locais onde estão comunidades negras, por exemplo, sejam escolhidos como zonas de sacrifício. As comunidades negras foram historicamente preferenciais para todo tipo de empreendimento que demanda sacrificar território, como estradas interestaduais, galpões da Amazon… quer dizer, os data centers são apenas a continuação dessa política histórica de racismo ambiental. E tudo isso se soma aos péssimos acordos feitos a nível local, onde um prefeito e outras lideranças governamentais pensam que estão recebendo algo de grande valor econômico. Em South Memphis, por exemplo, o data center é da xAI. Então você para pra refletir como essa plataforma incrivelmente racista ainda tem a audácia de poluir terras de comunidades negras ainda mais ] I think, the way of framing particular kinds of harm, so, you know, it’s not just about, you know, people’s energy bills going up, or, thinking about how we quantify the energy use or the water use of particular data centers, but really thinking about the relationship between a lot of those social harms and algorithmic harms and the environmental racism and other forms of embodied harms that communities are dealing with on that hyper-local level. And, you know, in this country, with its history of white supremacy and just general lack of civil rights, you know, a lot of the places where Black communities have traditionally been, tend to be, you know, the ones sacrificed for various types of development, like, you know, putting up interstates, putting up warehouses for Amazon and data centers are just a continuation of the what was already happening. And then you have a lot of crooked deals on the local level, where, you know, maybe a mayor and other local officials think that they’re getting something economically of value. In South Memphis, the data center is connected to x AI. And so thinking about this platform that is so racist and so incredibly harmful to Black communities, you know, anyway, and then has the audacity to actually pollute their land even more. DAMNY: Entrando na questão do racismo ambiental a gente se encaminha para o nosso segundo episódio, onde vamos tentar entender como o Brasil se insere na questão dos data centers e como diferentes setores da população estão se organizando para resistir. Antes de encerrar esse episódio, contudo, a gente traz brevemente pra conversa dois personagens que vão ser centrais no próximo episódio. YAMA: Eles nos ajudam a compreender como precisamos considerar a questão dos territórios ao avaliar os impactos. Uma dessas pessoas é a Andrea Camurça, do Instituto Terramar, que está lutando junto ao povo Anacé pelo direito de serem consultados sobre a construção de um data center do TIKTOK em seus territórios. Eu trago agora um trechinho dela falando sobre como mesmo medidas supostamente renováveis se tornam violações territoriais num contexto de racismo ambiental. ANDREA: A gente recebeu notícias agora, recentemente, inclusive ontem, que está previsto um mega empreendimento solar que vai ocupar isso mais para a região do Jaguaribe, que vai ocupar, em média, de equivalente a seiscentos campos de futebol. Então, o que isso representa é a perda de terra. É a perda de água. É a perda do território. É uma diversidade de danos aos povos e comunidades tradicionais que não são reconhecidos, são invisibilizados. Então é vendido como território sem gente, sendo que essas energias chegam dessa forma. Então, assim a gente precisa discutir sobre energias renováveis. A gente precisa discutir sobre soberania energética. A gente precisa discutir sobre soberania digital, sim, mas construída a partir da necessidade do local da soberania dessas populações. DAMNY: A outra pessoa que eu mencionei é uma liderança Indígena, o cacique Roberto Anacé. Fazendo uma ótima conexão que nos ajuda a perceber como os impactos globais e locais dos data centers estão conectados, ele observa como parecemos entrar num novo momento do colonialismo, onde a soberania digital e ambiental do Brasil volta a estar em risco, indo de encontro à violação de terras indígenas. CACIQUE ROBERTO: Há um risco para a questão da biodiversidade, da própria natureza da retirada da água, do aumento de energia, mas também não somente para o território da Serra, mas para todos que fazem uso dos dados. Ou quem expõe esses dados. Ninguém sabe da mão de quem vai ficar, quem vai controlar quem vai ordenar? E para que querem essa colonização? Eu chamo assim que é a forma que a gente tem essa colonização de dados. Acredito eu que a invasão do Brasil em mil e quinhentos foi de uma forma. Agora nós temos a invasão de nossas vidas, não somente para os indígenas, mas de todos, muitas vezes que fala muito bem, mas não sabe o que vai acontecer depois que esses dados estão guardados. Depois que esses dados vão ser utilizados, para que vão ser utilizados, então esses agravos. Ele é para além do território indígena na série. [ tom baixo ] [ Começa Bio Unit ] YAMA: A pesquisa, entrevistas e apresentação desse episódio foi feita pelo Damny Laya e por mim, Yama Chiodi. Eu também fiz o roteiro e a produção. Quem narrou a tradução das falas da Tamara foi Mayra Trinca. O Oxigênio é um podcast produzido pelos alunos do Laboratório de Estudos Avançados em Jornalismo da Unicamp e colaboradores externos. Tem parceria com a Secretaria Executiva de Comunicação da Unicamp e apoio do Serviço de Auxílio ao Estudante, da Unicamp. Além disso, contamos com o apoio da FAPESP, que financia bolsas como a que nos apoia neste projeto de divulgação científica. DAMNY: A lista completa de créditos para os sons e músicas utilizados você encontra na descrição do episódio. Você encontra todos os episódios no site oxigenio.comciencia.br e na sua plataforma preferida. No Instagram e no Facebook você nos encontra como Oxigênio Podcast. Segue lá pra não perder nenhum episódio! Aproveite para deixar um comentário. [ Termina Bio Unit ] [ Vinheta Oxigênio ] Créditos: Aerial foi composta por Bio Unit; Documentary por Coma-Media. Ambas sob licença Creative Commons. Os sons de rolha e os loops de baixo são da biblioteca de loops do Garage Band. Roteiro, produção: Yama Chiodi Pesquisa: Yama Chiodi, Damny Laya Narração: Yama Chiodi, Danny Laya, Mayra Trinca Entrevistados: Tamara Kneese, Cynthia Picolo, Andrea Camurça e Cacique Roberto Anacé __________ Descendo a toca do coelho da IA: Data Centers e os Impactos Materiais da “Nuvem” – Uma entrevista com Tamara Kneese: https://www.blogs.unicamp.br/geict/2025/11/06/descendo-a-toca-do-coelho-da-ia-data-centers-e-os-impactos-materiais-da-nuvem-uma-entrevista-com-tamara-kneese/ Não somos quintal de data centers: Um estudo sobre os impactos socioambientais e climáticos dos data centers na América Latina: https://idec.org.br/publicacao/nao-somos-quintal-de-data-centers Outras referências e fontes consultadas: Relatórios técnicos e dados oficiais: IEA (2025), Energy and AI, IEA, Paris https://www.iea.org/reports/energy-and-ai, Licence: CC BY 4.0 “Inteligência Artificial e Data Centers: A Expansão Corporativa em Tensão com a Justiça Socioambiental”. Lapin. https://lapin.org.br/2025/08/11/confira-o-relatorio-inteligencia-artificial-e-data-centers-a-expansao-corporativa-em-tensao-com-a-justica-socioambiental/ Estudo de mercado sobre Power & Cooling de Data Centers. DCD – DATA CENTER DYNAMICS.https://media.datacenterdynamics.com/media/documents/Report_Power__Cooling_2025_PT.pdf Pílulas – Impactos ambientais da Inteligência Artificial. IPREC. https://ip.rec.br/publicacoes/pilulas-impactos-ambientais-da-inteligencia-artificial/ Policy Brief: IA, data centers e os impactos ambientais. IPREC https://ip.rec.br/wp-content/uploads/2025/05/Policy-Paper-IA-e-Data-Centers.pdf MEDIDA PROVISÓRIA Nº 1.318, DE 17 DE SETEMBRO DE 2025 https://www.in.gov.br/en/web/dou/-/medida-provisoria-n-1.318-de-17-de-setembro-de-2025-656851861 Infográfico sobre minerais críticos usados em Data Centers do Serviço de Geologia do Governo dos EUA https://www.usgs.gov/media/images/key-minerals-data-centers-infographic Notícias e reportagens: From Mexico to Ireland, Fury Mounts Over a Global A.I. Frenzy. Paul Mozur, Adam Satariano e Emiliano Rodríguez Mega. The New York Times, 20/10/2025. https://www.nytimes.com/2025/10/20/technology/ai-data-center-backlash-mexico-ireland.html Movimentos pedem ao MP fim de licença de data center no CE. Maristela Crispim, EcoNordeste. 25/08/2025. https://agenciaeconordeste.com.br/sustentabilidade/movimentos-pedem-ao-mp-fim-de-licenca-de-data-center-no-ce/#:~:text=’N%C3%A3o%20somos%20contra%20o%20progresso’&text=Para%20o%20cacique%20Roberto%20Anac%C3%A9,ao%20meio%20ambiente%E2%80%9D%2C%20finaliza. ChatGPT Is Everywhere — Why Aren’t We Talking About Its Environmental Costs? Lex McMenamin. Teen Vogue. https://www.teenvogue.com/story/chatgpt-is-everywhere-environmental-costs-oped Data centers no Nordeste, minérios na África, lucros no Vale do Silício. Le Monde Diplomatique, 11 jun. 2025. Accioly Filho. https://diplomatique.org.br/data-centers-no-nordeste-minerios-na-africa-lucros-no-vale-do-silicio/. The environmental footprint of data centers in the United States. Md Abu Bakar Siddik et al 2021 Environ. Res. Lett. 16064017: https://iopscience.iop.org/article/10.1088/1748-9326/abfba1 Tecnología en el desierto – El debate por los data centers y la crisis hídrica en Uruguay. MUTA, 30 nov. Soledad Acunã https://mutamag.com/cyberpunk/tecnologia-en-el-desierto/. Acesso em: 17 set. 2025. Las zonas oscuras de la evaluación ambiental que autorizó “a ciegas” el megaproyecto de Google en Cerrillos. CIPER Chile, 25 maio 2020. https://www.ciperchile.cl/2020/05/25/las-zonas-oscuras-de-la-evaluacion-ambiental-que-autorizo-aciegas-el-megaproyecto-de-google-en-cerrillos/. Acesso em: 17 set. 2025. Thirsty data centres spring up in water-poor Mexican town. Context, 6 set. 2024. https://www.context.news/ai/thirsty-data-centres-spring-up-in-water-poor-mexican-town BNDES lança linha de R$ 2 bilhões para data centers no Brasil. https://agenciadenoticias.bndes.gov.br/industria/BNDES-lanca-linha-de-R$-2-bilhoes-para-data-centersno-Brasil/. Los centros de datos y sus costos ocultos en México, Chile, EE UU, Países Bajos y Sudáfrica. WIRED, 29 maio 2025. Anna Lagos https://es.wired.com/articulos/los-costos-ocultos-del-desarrollo-de-centros-de-datos-en-mexico-chile-ee-uu-paises-bajos-y-sudafrica Big Tech's data centres will take water from world's driest areas. Eleanor Gunn. SourceMaterial, 9 abr. 2025. https://www.source-material.org/amazon-microsoft-google-trump-data-centres-water-use/ Indígenas pedem que MP atue para derrubar licenciamento ambiental de data center do TikTok. Folha de S.Paulo, 26 ago. 2025. https://www1.folha.uol.com.br/mercado/2025/08/indigenas-pedem-que-mp-atue-para-derrubar-licenciamento-ambiental-de-data-center-do-tiktok.shtml The data center boom in the desert. MIT Technology Review https://www.technologyreview.com/2025/05/20/1116287/ai-data-centers-nevada-water-reno-computing-environmental-impact/ Conferências, artigos acadêmicos e jornalísticos: Why are Tech Oligarchs So Obsessed with Energy and What Does That Mean for Democracy? Tamara Kneese. Tech Policy Press. https://www.techpolicy.press/why-are-tech-oligarchs-so-obsessed-with-energy-and-what-does-that-mean-for-democracy/ Data Center Boom Risks Health of Already Vulnerable Communities. Cecilia Marrinan. Tech Policy Press. https://www.techpolicy.press/data-center-boom-risks-health-of-already-vulnerable-communities/ RARE/EARTH: The Geopolitics of Critical Minerals and the AI Supply Chain. https://www.youtube.com/watch?v=GxVM3cAxHfg Understanding AI with Data & Society / The Environmental Costs of AI Are Surging – What Now? https://www.youtube.com/watch?v=W4hQFR8Z7k0 IA e data centers: expansão corporativa em tensão com justiça socioambiental. Camila Cristina da Silva, Cynthia Picolo G. de Azevedo. https://www.jota.info/opiniao-e-analise/colunas/ia-regulacao-democracia/ia-e-data-centers-expansao-corporativa-em-tensao-com-justica-socioambiental LI, P.; YANG, J.; ISLAM, M. A.; REN, S. Making AI Less “Thirsty”: Uncovering and Addressing the Secret Water Footprint of AI Models. arXiv, 2304.03271, 26 mar. 2025. Disponível em: https://doi.org/10.48550/arXiv.2304.03271 LIU, Y.; WEI, X.; XIAO, J.; LIU, Z.;XU, Y.; TIAN, Y. Energy consumption and emission mitigation prediction based on data center traffic and PUE for global data centers. Global Energy Interconnection, v. 3, n.3, p. 272-282, 3 jun. 2020. https://doi.org/10.1016/j.gloei.2020.07.008 SIDDIK, M. A. B.; SHEHABI, A.; MARSTON, L. The environmental footprint of data centers in the United States. Environmental Research Letters, v. 16, n. 6, 21 maio 2021. https://doi.org/10.1088/1748-9326/abfba1 Las Mentiras de Microsoft en Chile: Una Empresa No tan Verde. Por Rodrigo Vallejos de Resistencia Socioambiental de Quilicura. Revista De Frente, 18 mar. 2022. https://www.revistadefrente.cl/las-mentiras-de-microsoft-en-chile-una-empresa-no-tan-verde-porrodrigo-vallejos-de-resistencia-socioambiental-de-quilicura/. Acesso em: 17 set. 2025.

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

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/

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. 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. 

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. 

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

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.

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 Hydrogen Podcast, we spotlight the technologies and market forces shaping hydrogen's future.

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