Podcasts about MW

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Latest podcast episodes about MW

Late Confirmation by CoinDesk
The Blockspace Pod: Inside Tether's 50 EH/s Mining Empire w/ Elektron's Rapha Zagury

Late Confirmation by CoinDesk

Play Episode Listen Later Feb 27, 2026 62:25


Tether has quietly become the largest bitcoin miners in the world, and Elektron manages 50 EH/s of the stablecoin issuer's fleet. Get your tickets to OPNEXT 2026 before prices increase! Join us on April 16 in NYC for technical discussions, investor talks, and intimate conversation with the brightest minds in Bitcoin. Welcome back to The Blockspace Podcast! Today, Rapha Zagury, CEO of Elektron, joins us to talk about the company's management of Tether's massive 50 EH/s bitcoin mining portfolio. Rapha breaks down Elektron and Tether's partnership, the incipient market bifurcation between AI/HPC and Bitcoin mining, and why he believes progress is directly correlated with energy use. We dive into the legal origins of Elektron, the company's global footprint across 32 sites, and the future of mining as Tether and Elektron double down on hashrate while the rest of the industry eyes AI. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: * Tether runs 50 EH/s with Elektron * Greenfield sites trading at $1/MW amid AI boom * Elektron manages ~200,000 ASICs globally * Operations span 32 sites across 5 countries * AI and BTC Mining bifurcation expected in 6 to 12 months Timestamps: 00:00 Start 05:31 BTC market crash 07:59 Who is Rapha? 11:16 What is Elektron? 14:46 Swan & Tether legal struggle 18:00 Asset light build out plan 23:20 Business setup 25:05 Why mine? 33:18 Hashrate geographic distribution 38:54 Bad places to mine BTC? 40:50 AI & HPC 48:56 3.8% staff costs 52:11 Hashrate growth 57:28 There's ALWAYS stranded energy 59:44 Elektron IPO?

Business Pants
Good news: Google's data center, tariff rulings, Trump targets a director, and farmer says no

Business Pants

Play Episode Listen Later Feb 25, 2026 52:17


The Good?Google to build data center in Minnesota with new solar, wind power and battery storageThe tech company will also bring 1,900 megawatts of new renewable energy to the state under an agreement with utility Xcel.1,900 MW is enough to provide electricity for roughly 1.5 million average homes: enough to power every household in a city roughly the size of ChicagoUK fines Reddit for not checking user ages aggressively enough$19.6 million“Our investigation found that Reddit failed to apply any robust age assurance mechanism and therefore did not have a lawful basis for processing the personal information of children under the age of 13… These failures meant Reddit was using children's data unlawfully, potentially exposing them to inappropriate and harmful content” Microsoft Signs 1.8 Million Ton Carbon Removal Deal to Restore African Rainforest1.8 million tons is equivalent to taking approximately 428,000 gasoline-powered cars off the road for an entire year.or the annual energy use of about 235,000 average American homesSupreme Court strikes down Trump tariffs, rebuking president's signature economic policyFedEx sues for refund of Trump tariffs, days after Supreme Court ruling‍ ‍Ted Sarandos Pushes Back On Trump's Call For Netflix To Fire Board Member Susan Rice"This is a business deal, not a political deal"“He Likes To Do A Lot Of Things On Social Media” Farmer turns down $15.7 million offer from data center developers: ‘It breaks my heart … the rest of every square inch is going to get built on'After farming for more than six decades in Pennsylvania, 86-year-old Mervin Raudabaugh was offered $60,000 per acre by the developers for his 261 acres—amounting to $15.7 million.But in December, the Lancaster Farmland Trust bought the development rights for just under $2 million, guaranteeing that Raudabaugh's land will only be used for farming.Revenge of the English majors: The age of AI is driving new respect for humanities skills Trump team livid about Dario Amodei's principled stand to keep the Defense Department from using his AI tools for warlike purposes‍ ‍New York nurses union wins 12% raise, AI safeguards in a tentative deal to end monthlong strikeMeta and YouTube are now facing a legal reckoning that harkens back to cases against big tobacco New Mexico's historic move to give universal child care to parents in the state is paid for by an oil and gas windfallNew Mexico Governor Michelle Lujan GrishamTrump Notwithstanding, America's Unions Actually Grew Last YearA 16-Year High: In 2025, the total number of workers represented by a union reached 16.5 million.That is a net increase of 463,000 workers in a single year, the highest volume of unionized labor in the U.S. since 2009.The Youth Surge: Growth wasn't driven by "old-school" labor alone. Workers under the age of 45 accounted for a staggering 92% of the growth (428,000 of the 463,000 new members). This highlights a generational shift where younger workers are viewing unions as a primary shield against AI and job instability.Walmart exec says it's ‘unfortunate' that other companies are slashing workforces in the name of AI—it's offering training to 1.6 million workers insteadThe retail giant has just announced that its 1.6 million workforce will be provided free AI training.Both frontline and corporate staff in the U.S. and Canada will have access to an eight-hour course on the fundamentals of AI, as part of its partnership with Google's new AI Professional Certification.Donna Morris, Walmart's chief people officerThe Stupid?Skin-Crawlingly Awkward Video Shows Sam Altman and Dario Amodei Refusing to Hold Hands‍ ‍Sam Altman gets defensive about AI's massive electricity usage: ‘It also takes a lot of energy to train a human' Uber employees have an AI clone of CEO Dara Khosrowshahi — and use 'Dara AI' before talking to the big boss himself ‍ ‍Pope Implores Priests to Stop Writing Sermons Using ChatGPT‍ ‍Tech CEOs Confused by Why Everybody Hates AI So MuchMcDonald's CEO is a ‘supersubscriber' of AI tools—and even used it to photoshop all his kids into a Christmas card

Hacker Public Radio
HPR4583: Nuclear Reactor Technology - Ep 7 Small Modular Reactors

Hacker Public Radio

Play Episode Listen Later Feb 25, 2026


This show has been flagged as Clean by the host. 01 Introduction This episode is the seventh in an 8 part series on nuclear reactor technology. In this episode we will describe a topic which has been in the news in recent years, which is "small modular reactors", or SMRs for short. 03 What is an SMR? Basic Definition A small modular reactor is a nuclear reactor that is designed to be largely built in a factory and subject to as little on-site assembly as possible. The main goal is to lower costs by reducing construction times and allowing a more rapid start of return on investment. 04 Sized Based Definition Some people put a numerical size limit on SMRs, saying that they must be no larger than 300 MW to qualify as an SMR. However this limit is not universally accepted, and not all SMR designs fall within this arbitrary limit. I will ignore this numerical limit and just consider anything to be an SMR if it meets the criteria of being largely built in a factory with minimal on-site assembly. 05 The Actual Goal of the SMR Idea The actual goal of the SMR idea is to build reactors rapidly and efficiently on more or less an assembly line basis rather than hand crafting each one. One engineer in the nuclear industry has compared building reactors to building ships. Traditional shipbuilding techniques involved assembling each ship from the keel up on the slipways from individual components. 06 Newer shipbuilding techniques assemble ships as separate "blocks" inside factory-like buildings and then join completed blocks together in a final assembly stage. This requires careful planning and tight quality control, but it results in building ships much more rapidly and economically. This engineer said that SMRs are attempting to bring this newer way of doing things to the nuclear reactor industry as well. 07 SMR Categories - Small Versus Micro 08 Small SMRs 09 Small SMRs and Small Grids 10 Micro SMRs for Micro Loads 13 Micro SMRs for Large Industry 14 SMRs to Power Data Centres 15 What's This Nonsense About "Micro Small Modular Reactor" You Ask? 17 Small Reactors and Modular Reactors That Are Not SMRs 20 Standard Versus Proprietary Fuel 23 Where SMRs are Currently Being Built 24 HTR-PM in China 28 Repurposed Ship Reactors in Russia 31 300 MW BWR in Canada 33 470 MW PWR in UK 35 25 MW PWR in Argentina 37 Various Experimental SMRs 38 Modular Large Reactors 40 Conclusion SMRs are a new trend in nuclear reactor design. However, they are really two different things which fill two different needs. One style is intended to adopt designs which allow for more rapid construction with more of the work being done in the factory and less on the construction site, with the overall goal of reducing costs. The other style is to provide very small reactors to power remote communities and mines, or to provide process heat to large industries. The first SMRs are in operation or under construction. The most promising grid scale designs at present are simply scaled down and simplified conventional designs that use standard commercial fuel. Larger reactors will incorporate modular construction techniques, blurring the lines between them and SMRs. In the next episode we will talk about future reactor technologies, particularly what are referred to as "Generation IV" reactors. Provide feedback on this episode.

My Ultimate Year
Extra Issues – Osamu Tezuka pt. 3: Swallowing the Earth, Apollo’s Song, Ode to Kirihito, The Book of Human Insects, MW

My Ultimate Year

Play Episode Listen Later Feb 24, 2026 111:28


A sentient sperm, a human dog, and the sexiest podcaster alive (Dave, Charlotte, and Zack, not necessarily in that order) continue our six part series on the works of Osamu Tezuka. CW: These comics contain very graphic depictions of sexual violence. Comics covered in this episode: – Swallowing the Earth, Apollo’s Song, Ode to Kirihito, […] The post Extra Issues – Osamu Tezuka pt. 3: Swallowing the Earth, Apollo’s Song, Ode to Kirihito, The Book of Human Insects, MW appeared first on Comic Book Herald.

This Week in Pre-IPO Stocks
E248: OpenAI $280B in 2030 revenue! + “buys” OpenClaw; Grafana $9B valuation; World Labs $5B valuation; + more

This Week in Pre-IPO Stocks

Play Episode Listen Later Feb 21, 2026 19:52


Send a textInvest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com00:00 - Intro00:02 - AG Dillon Funds closing on Mar 31, 202600:51 - OpenAI Financials $280B revenue target meets $665B cost wall03:58 - OpenAI “buys” OpenClaw, Steinberger joins OpenAI04:42 - OpenAI Series C aims to shatter records at $850B post money05:41 - OpenAI and Tata bet on India with a 100 MW to 1 GW buildout path06:29 - Grafana's $9B round talks ride a $400M ARR wave07:23 - World Labs lands Autodesk and targets a rumored $5B valuation08:18 - Temporal wants to be the load bearing layer for agent execution09:31 - Mesh Optical's $50M Series A targets the chokepoint inside AI data centers10:43 - Render's $1.5B valuation is a bet that AI apps need a new runtime11:40 - Stash acquired by Grab for $425M13:06 - Physical Superintelligence pitches a physics breakthrough factory with a 20 person team14:07 - Figma plugs Claude Code into design and risks losing the workflow15:00 - Anthropic ships Sonnet 4.6 just 12 days after Opus 4.615:26 - Stripe's Bridge wins OCC trust charter signal as stablecoin scrutiny rises16:37 - Cohere puts 70 plus languages on device with a 3.35B parameter model17:53 - ElevenLabs turns agent risk into an insurable product at $12.2B secondary19:05 - Mistral buys Koyeb and adds 16 engineers to harden its compute stack

Smart Money Circle
This CEO Is Using Ocean Waves To Generate Power – Meet Inna Braverman CEO of Eco Wave Power $WAVE

Smart Money Circle

Play Episode Listen Later Feb 19, 2026 16:32


This CEO Is Using Ocean Waves To Generate Power – Meet Inna Braverman Founder & CEO of Eco Wave Power $WAVEGuest: Inna Braverman, Founder & CEO of Eco Wave Power (NASDAQ: WAVE)Company: Eco Wave Power (NASDAQ: WAVE)Websitehttps://www.ecowavepower.com/Inna's BioInna Braverman founded Eco Wave Power at the age of 24, pioneering innovative wave energy technology. Under her leadership, the company installed the first grid-connected wave energy array in Israel, has secured a significant project pipeline of 404.7 MW, and is expanding globally. In July 2021, she led Eco Wave Power's IPO on Nasdaq Capital Market (WAVE), marking a major milestone for the company and the wave energy sector.Recognized as a global leader in renewable energy, Inna has been named one of the “Females Changing the World” by Wired Magazine and one of the “Most Creative People in Business” by Fast Company. She is also a recipient of the United Nations Global Climate Action Award.For Inna, clean energy is personal. Born two weeks before the Chernobyl Nuclear Disaster, she suffered respiratory arrest due to pollution. Her mother, a nurse, saved her life with mouth-to-mouth resuscitation. This second chance inspired her to dedicate her life to developing a clean and safe method of electricity generation.Company BioEco Wave Power Global (NASDAQ: WAVE) is a pioneering onshore wave energy company that transforms the power of ocean and sea waves into clean, reliable, and cost-efficient electricity through its patented, intelligent technology.With a mission to accelerate the global transition to renewable energy, Eco Wave Power developed and operates Israel's first grid-connected wave energy power station, recognized as a “Pioneering Technology” by the Israeli Ministry of Energy and co-funded by EDF Renewables IL. In the United States, the company recently launched the first-ever onshore wave energy pilot station at the Port of Los Angeles, in collaboration with Shell Marine Renewable Energy (Shell MRE)Eco Wave Power is expanding rapidly worldwide, with upcoming projects in Portugal, Taiwan, and India, representing a robust project pipeline of 404.7 MW under development. The company has received international recognition and support from organizations including the European Union Regional Development Fund, Innovate UK, and the EU Horizon 2020 program, and was honored with the United Nations Global Climate Action Award.Eco Wave Power's American Depositary Shares (ADSs) are traded on the Nasdaq Capital Market under the ticker symbol “WAVE.”

Irish Tech News Audio Articles
Microsoft achieves 100% renewable energy match for global electricity use

Irish Tech News Audio Articles

Play Episode Listen Later Feb 19, 2026 4:24


Microsoft has announced it has achieved a key sustainability milestone: matching 100% of its annual global electricity consumption with renewable energy as of 2025. The milestone marks significant progress in Microsoft's 2020 commitment to become carbon negative by 2030 and reflects more than a decade of investment in renewable energy infrastructure worldwide. Since announcing its carbon negative ambition, Microsoft has contracted 40 gigawatts (GW) of new renewable energy capacity across 26 countries, working with more than 95 utilities and energy developers through 400+ contracts. This milestone positions Microsoft among the largest corporate purchasers of renewable energy globally and reinforces the company's leadership in driving market investment in carbon-free energy systems. According to Microsoft Ireland's most recent economic and social impact report, the company has made an investment in 1GW of renewable energy capacity in Ireland. "In 2020, Microsoft announced a moonshot commitment to become carbon negative by 2030, accelerating work across our company to advance the partnerships and technologies needed to advance sustainability for our businesses, our customers and the world," said Microsoft's Chief Sustainability Officer, Melanie Nakagawa and President of Cloud Operations + Innovation at Microsoft, Noelle Walsh. " A key milestone on this journey was our aim to match 100% of our annual global electricity consumption with renewable energy by 2025. Today, we are pleased to share that Microsoft has achieved this milestone. This progress helps drive investment into the power systems where we operate, expand clean energy supply and advance broader energy innovation." Driving global clean energy investment Microsoft's renewable energy journey began in 2013 with a single 110 MW power purchase agreement in Texas. Since then, its portfolio has expanded into one of the world's largest corporate clean energy programmes, with partnerships with over 95 global energy suppliers. The company has also pioneered innovative procurement models, helping scale repeatable and bankable clean energy frameworks across multiple markets, including first-of-their-kind corporate Power Purchase Agreements (PPAs) in Japan and hybrid renewable agreements in India. Supporting communities and infrastructure Microsoft's renewable energy agreements have mobilised billions of dollars in private investment, supported thousands of jobs and embedded community-focused benefits, including workforce training, local grants and infrastructure development. The company continues to work closely with energy developers and community partners to ensure clean energy projects deliver local economic and social value alongside environmental benefits. Looking ahead: expanding carbon-free energy technologies As global electricity demand accelerates – driven by electrification, AI and digital infrastructure – Microsoft says achieving 100% renewable energy matching is a milestone, not the endpoint. Microsoft's Climate Innovation Fund has allocated $806 million to 67 climate-focused investees, with 38% directed toward energy systems innovation. The company is also deploying AI-driven tools to accelerate power system design, permitting and grid optimisation. More about Irish Tech News Irish Tech News are Ireland's No. 1 Online Tech Publication and often Ireland's No.1 Tech Podcast too. You can find hundreds of fantastic previous episodes and subscribe using whatever platform you like via our Anchor.fm page here: https://anchor.fm/irish-tech-news If you'd like to be featured in an upcoming Podcast email us at Simon@IrishTechNews.ie now to discuss. Irish Tech News have a range of services available to help promote your business. Why not drop us a line at Info@IrishTechNews.ie now to find out more about how we can help you reach our audience. You can also find and follow us on Twitter, LinkedIn, Facebook, Instagram, TikTok and Snapchat.

The Clean Energy Show
Solar Might Save Communism in Cuba

The Clean Energy Show

Play Episode Listen Later Feb 18, 2026 41:39


A sixth-anniversary edition packed with clean energy wins, grid chaos, and a few absurd tech headlines. Brian and James start with a major electrification milestone: heat pumps outsold gas furnaces in the U.S. again in 2025, making it two years in a row. Even more telling, in September, heat pumps shipped more than central air conditioners for the first time. The show then turns to Cuba, where aging oil-fired plants, failing infrastructure, and fuel shortages have led to frequent grid collapses and daily blackouts lasting over 20 hours. But Cuba also hit a solar milestone, generating over 800 MW at midday on Feb. 10, 2026, after adding more than 1 GW of solar in 2025. In Australia, extreme heat is colliding with prepaid electricity meters, forcing families to top up power in advance or face automatic shutoffs. The episode also highlights solar-powered refrigerated semi-trailers that completed a brutal 1,600 km route with zero diesel burned. The Lightning Round includes BYD passing Ford, geothermal investment surging, Waymo paying DoorDash to close robotaxi doors, and a drone charged by laser from a mile away. Contact Us cleanenergyshow@gmail.com or leave us an online voicemail: http://speakpipe.com/clean Support The Clean Energy Show Join the Clean Club on our Patreon Page to receive perks for supporting the podcast and our planet! Our PayPal Donate Page offers one-time or regular donations. Store Visit The Clean Energy Show Store for T-shirts, hats, and more!. Copyright 2026 Sneeze Media.    

Late Confirmation by CoinDesk
The Blockspace Pod: Big Oil Wants Dollars, Not Bitcoin w/ Chris Alfano

Late Confirmation by CoinDesk

Play Episode Listen Later Feb 17, 2026 58:44


Chris Alfano, CEO of 360 Energy, joins the podcast to discuss how Bitcoin mining is solving oil and gas problems. Learn about the reality of hash price aversion among energy giants, the move toward pipeline-scale mining, and why off-grid power is the ultimate goal for sustainable operations. Get your tickets to OPNEXT 2026 before prices increase! Join us on April 16 in NYC for technical discussions, investor talks, and intimate conversation with the brightest minds in Bitcoin. Chris Alfano, CEO of 360 Energy, joins us to talk about the integration of Bitcoin mining and oil & gas. We discuss the recent investment from Halliburton and what it signals for the industry. Chris explains why major oil companies prefer giving away waste gas for free over taking hash price exposure, the technical challenges of dirty fuel gas, and the shift from individual wellheads to large-scale pipeline deployments. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: * Hash price hit all-time low of $29/PH/day. * China ban cut 80% of global hash rate. * 5 of last 6 difficulty adjustments negative. * AI infrastructure costs $10-$15M per megawatt. * Bitcoin price dropped to $65,000 level. * Sub-50 MW sites are the new frontier. Timestamps: 00:00 Start 03:22 AI boom & China mining ban 08:30 What edge do miners have over hyperscalers? 13:23 Energy production limits 21:23 Small scale HPC 24:23 Batteries 35:46 Secondary effects 36:51 Pleb miners 39:55 IS US mining doomed? 45:57 Powershell vs Neocloud

Bald Faced Truth with John Canzano
BFT Show: The backstory on North Dakota State's move to the Mountain West

Bald Faced Truth with John Canzano

Play Episode Listen Later Feb 17, 2026 32:57


John Canzano talks with Mike McFeely about North Dakota State joining the Mountain West. What is it about? The backstory on the MW's courtship of the Bison. Subscribe to this podcast. Read JohnCanzano.com

Idaho Sports Talk
BOB ON THE STATE OF BOISE STATE BASKETBALL - WITH UTAH STATE TRIP LOOMING

Idaho Sports Talk

Play Episode Listen Later Feb 17, 2026 9:13


BRONCO FOCUS EVERY MONDAY-FRIDAY AT 3:45 P.M.: Bob Behler, the voice of Boise State athletics, joins Prater and Mallory to share a status report on the Broncos (fell to 15-10, 7-7 MW) following last Friday's loss to UNLV). Bob talks to senior leader RJ Keene, hoping to find some answers with six games remaining in the regular season.See omnystudio.com/listener for privacy information.

Prater & The Ballgame
BOB ON THE STATE OF BOISE STATE BASKETBALL - WITH UTAH STATE TRIP LOOMING

Prater & The Ballgame

Play Episode Listen Later Feb 17, 2026 9:13


BRONCO FOCUS EVERY MONDAY-FRIDAY AT 3:45 P.M.: Bob Behler, the voice of Boise State athletics, joins Prater and Mallory to share a status report on the Broncos (fell to 15-10, 7-7 MW) following last Friday's loss to UNLV). Bob talks to senior leader RJ Keene, hoping to find some answers with six games remaining in the regular season.See omnystudio.com/listener for privacy information.

Solar Insiders - a RenewEconomy Podcast
Zen and the art of battery optimisation

Solar Insiders - a RenewEconomy Podcast

Play Episode Listen Later Feb 17, 2026 64:25


OptiGrid founder and CEO Sahand Karimi on the ever evolving art of battery optimisation and the huge untapped value of the sub-5 MW "community" storage market. Plus news of the week.

Irish Tech News Audio Articles
Almost 40% of Electricity Provided by Renewables in January

Irish Tech News Audio Articles

Play Episode Listen Later Feb 17, 2026 3:21


Provisional data from EirGrid, the operator and developer of Ireland's electricity grid, shows that 39% of electricity in January came from renewable sources. This compares to a similar figure for the same month last year, with official metered data showing that 40% of electricity in January 2025 was generated by renewables. Most of the renewable energy generated last month came from wind, amounting to 33% of all the electricity used in January. Total generation from wind energy was 1119 GWh (Gigawatt hours), compared to 1243 GWh in December. While solar power contributed just under 1% to the overall fuel mix in January, it still had a contribution to the fuel mix on brighter days, illustrating its benefit even during colder winter months. Generation from grid scale solar peaked at 371 MW (~8% of Ireland System Demand) on Wednesday 28 January at 12.45 pm. In addition, it is estimated an equivalent amount of embedded solar generation (mostly rooftop) occurred at this time, depressing total system demand. Gas generation accounted for 44% of all electricity used last month, and 16% was imported via interconnection. New all-time demand peaks for a Saturday and a Sunday were recorded in January. On Saturday, 3 January at 5.39 pm, demand reached 5297MW. This was the most demand on the electricity system on a Saturday for twelve months, with the previous record set on Saturday 4 January 2025. Similarly, on Sunday, 4 January, demand reached 5480MW at 5.31 pm. The previous record for peak demand on a Sunday was recorded on 30 November 2025. The overall electricity system demand stood at 3409 GWh in January,up from 3234 GWh in December and 2,894GWh in January 2025.2 While a new system peak demand of 6,024MW was set in January 2025, the peak demand this January did not surpass the 6,000 MW mark, standing at 5916 MW and recorded on Monday, 5 January at 5.47 pm. This is largely due to milder temperatures this January versus January 2025. Diarmaid Gillespie, EirGrid's Director of System Operations, said: "The high demand on the system that we have seen over recent months and that we expect at this time of year continued in January. "Notably, there were all-time demand peaks for a Saturday and a Sunday recorded in the month, with the record set on Saturday 3 January the highest that we have seen for a Saturday since the same weekend last year. Parts of the country experienced a cold snap with snow and ice over that first weekend of the year, which will in part explain the high level of demand on the electricity system. "Similarly to what our recent data shows us, January again saw a significant amount of renewable energy contributing to the overall fuel mix."

Prater & The Ballgame
BOB ON THE STATE OF BOISE STATE BASKETBALL - WITH UTAH STATE TRIP LOOMING

Prater & The Ballgame

Play Episode Listen Later Feb 17, 2026 9:13


BRONCO FOCUS EVERY MONDAY-FRIDAY AT 3:45 P.M.: Bob Behler, the voice of Boise State athletics, joins Prater and Mallory to share a status report on the Broncos (fell to 15-10, 7-7 MW) following last Friday's loss to UNLV). Bob talks to senior leader RJ Keene, hoping to find some answers with six games remaining in the regular season.See omnystudio.com/listener for privacy information.

Toys on Tap
Ep. 263 Toys on Tap w/ Merthewiz: From Sketch to Milk Carton

Toys on Tap

Play Episode Listen Later Feb 16, 2026 52:42


We sit down with M+W to trace the rise of Beefy Boy, from sketchbook idea to milk-carton-packaged art toy. A Singapore-based maker with global experience, Merick shares how American cartoons, gym culture, and He-Man proportions collided into a cow-themed character that actually moves units at shows. We talk first convention lessons, why larger figures outsold blind boxes, and what it takes to build confidence in a growing Southeast Asian toy scene. From packaging assembly with friends to future soft vinyl plans, international conventions, and 100-design ambitions, this episode is about betting on one strong character and building a world around it—intentionally and internationally.On Instagram: @merthewizThis Episode is Sponsored by: Empire Blisters – Your go-to source for blister packaging! With 19+ styles and bundle deals, they've got everything you need to make your toys shine. Use code TOYSONTAP10 at checkout for 10% off. Patreon members get 20% off another reason to join!Support the Show on Patreon Unlock exclusive episodes, early access, and behind-the-scenes content: patreon.com/toysontapThanks to Our SupportersRate & Review the Show! Leave a rating and review wherever you listen it's the best way to help Toys on Tap grow!

The Uptime Wind Energy Podcast
Goldwind’s 20 MW Turbine, Recyclable Blade Breakthrough

The Uptime Wind Energy Podcast

Play Episode Listen Later Feb 16, 2026 2:15


Allen covers the world’s first 20 MW offshore wind turbine now grid-connected in China, a European breakthrough in recyclable blade composites, Nova Scotia’s push to become Canada’s offshore wind leader, Great British Energy’s new headquarters in Aberdeen, and South Dakota’s largest wind farm approval. Sign up now for Uptime Tech News, our weekly newsletter 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 YouTube, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary’s “Engineering with Rosie” YouTube channel here. Have a question we can answer on the show? Email us! Allen Hall: Happy Monday, everyone. You know what they say about records? They’re made to be broken. Well, off the coast of the Virginian Province in China, a new machine is spinning China three. Gorges and Goldwin have connected the world’s first 20 megawatt offshore wind turbine to the electrical grid. 20 megawatts from a single turbine. It’s blade stretched 147 meters long. That’s nearly 500 feet. The rotor sweeps an area equal to about 10 football fields. The hub sits 174 meters above the waves, a 58 story building floating its sea. This one wind [00:01:00] turbine will power 44,000 homes. And here’s what makes it interesting. This is the same wind farm where the world’s first 16 megawatt turbine went in. That record lasted barely two years. Meanwhile, Chinese turbine exports hit a record, 8 million kilowatts in 2025, a 50% from the year before. Chinese companies now operate in more than 60 countries. Uh. Across the Atlantic, a different kind of milestone. Nova Scotia has quietly become Canada’s leader in corporate clean energy deals while Alberta fumbled through policy moratoriums, the maritime province signed agreements that drew renewable investment northward The $60 billion Wind West project aims to unlock 62 gigawatts of offshore capacity. That’s a quarter of Canada’s total energy needs. Premier, Tim Houston traveled to New York this past month for the [00:02:00] International Partnering Forum. He signed a deal with Massachusetts to collaborate on offshore wind development . Lisa Engler from the Massachusetts Clean Energy Center put it simply worked together lower costs, build the Atlantic Wind Industry. Nova Scotia’s first offshore lease auction comes later this year. And in Scotland, great British energy, announced its permanent headquarters. Location. Marshall Square. In Aberdeen, CEO, Dan McGrail called Aberdeen the perfect home for Britain’s publicly owned energy company. Thousands of engineers and technicians already call the city home Energy Minister Michael Shanks noted that Aberdeen has powered Britain for decades. First with oil and gas. Now with clean energy and on the American Prairie, South Dakota, regulators approved the state’s largest wind farm. Philip Wind Partners, a subsidiary of Chicago based Invenergy will build [00:03:00] 87 turbines across 110 square miles of private land north of Phillip. The price tag $750 million. The capacity. 333 megawatts enough to power hundreds of thousands of homes and in laboratories across Europe. Researchers announced a breakthrough that could solve when energy’s most stubborn problem. What happens when turbine blades were out The Oleum project has produced the first bal salt fiber reinforced vier composite laminate through a new infusion technique in plain English. Its recyclable blades made from volcanic rock fiber. The goal blades that last 20% longer repair 40% faster and costs 15% less over the lifetime. So there you have it from China’s colossal machines to Nova Scotia’s Bold Ambitions from [00:04:00] Aberdeen’s new energy company to South Dakota’s Prairie Wind Farm from European laboratories working on the recycling puzzle. The wind industry just keeps moving forward, and that’s a state of the wind industry on the 16th of February. 2026. Join us tomorrow for the Uptime Wind Energy Podcast.

Colonize The Ocean
Colonize The Ocean - Shorts : Subsea Renewable Power

Colonize The Ocean

Play Episode Listen Later Feb 16, 2026 8:32


Hey everyone, welcome back to Colonize the Ocean—where we dream big about thriving beneath the waves. Today: subsea renewable power for underwater habitats and seasteads. Wave and tidal energy could deliver clean, reliable electricity—no diesel runs, no constant solar issues.Imagine your deep-sea pod powered by the ocean's endless motion. 2026 looks like a breakout year.Wave energy highlights:Ocean Power Technologies' PowerBuoy: hybrid (wave/wind/solar), ultra-resilient. Just scored a $5M+ U.S. Coast Guard contract for four fuel-free surveillance units off San Diego—perfect for scaling to habitat comms and sensors.CorPower Ocean: claims 5× efficiency with wave-sync tech, survives 18m storms. C4 grid-connected in Portugal since 2023; three C5s deploying this year, aiming for 10MW farm by 2030.Tidal energy—predictable and baseload-ready:France tendering 250 MW by 2030.Scotland's MeyGen: world's largest tidal stream array, turbines running 6+ years reliably.The wave+tidal market is projected to reach ~$1.8–1.85B by 2032 as costs fall and deployments grow.Bottom line: Reliable ocean power is shifting from pilots to commercial reality. For underwater colonies, it means true self-sufficiency—ditching surface logistics and going fully independent. Atlantis is getting powered up.What do you think—could wave or tidal anchor your dream subsea home? Comment below, subscribe for more, and stay buoyant! #ColonizeTheOcean #UnderwaterHabitat #SubseaRenewables #WaveEnergy #TidalPower #OceanPowerTechnologies #PowerBuoy #CorPowerOcean #MeyGen #TidalEnergy #Seasteading #BlueEconomy #OffshoreRenewables #SustainableOcean #AtlantisReal #OceanLiving #MarineEnergy #RenewableOceanPower #SubmergedFuture #NoSurfaceReliance #EndlessOceanEnergy #AquaticColony #DeepSeaPower #WavePower #TidalTurbineshttp://atlantisseacolony.com/https://www.patreon.com/atlantisseacolonyhttps://discord.gg/jp5aSSkfNS

radio DCmag
Amir Ben Gacem, fondateur et CEO de Solecript, présente son projet de datacenter en Tunisie

radio DCmag

Play Episode Listen Later Feb 16, 2026 16:35


L'interview exclusive d'Amir Ben Gacem, fondateur et CEO de Solecript, lors de l'ADCD, le forum Africa Datacenters & Cloud Days (ADCD) 2026 qui s'est tenu début février à Tunis Acteur émergent des infrastructures numériques durables, SoleCrypt est une société anglo-tunisienne qui va construire à Bizerte, dans le nord de la Tunisie, au pied de trois câble sous-marin dont Medusa, un datacenter d'IA de 20 MW, en partenariat avec Schneider Electric, et alimenté en énergie 100% renouvelable par un projet solaire de 60 MW dans le désert de Tozeur.

Leo Lenox's #EnergyDigest
#EnergyDigest (07/26): jūrinio vėjo verslo planas

Leo Lenox's #EnergyDigest

Play Episode Listen Later Feb 16, 2026


Kas geresnio šią savaitę energetikoje?(7 sav., 2026)Tinklalaidės namai internete: https://naglis-navakas.squarespace.com/‍ ‍Naujienlaiškis „Substack“: https://leolenox.substack.com/‍ ‍Santrauka:Vyriausybė tikisi iki birželio pabaigos susipažinti su jūrinio vėjo parko „Curonian Nord“ verslo planu. 700 MW galios jūrinio vėjo parkas, kurį vysto valstybės valdoma „Ignitis grupė“, gali kainuoti €3 mlrd. Energetikos ministras vėjo parkus be paramos vadina „labiau išimtimi, negu taisykle“ ir abejoja, ar Lietuvoje jį pavyktų įgyvendinti dabartinėmis sąlygomis.Valstybė skirs 14 mln. Eur biokuro katilų keitimui savivaldybėse, kuriose šildymo kainos yra didžiausios. Lėšos bus skirtos mažų, iki 3 MW galios, katilų pakeitimui 22 savivaldybėse. Jų suskaičiuojami 65. Katilų pakeitimas, manoma, galėtų šilumos kainą sumažinti apie 15–20%.„Ignitis gamyba“ antrąjį Kruonio hidroakumuliacinės elektrinės (HAE) agregatą remontuoti ketina iki rugpjūčio 31 d. Tai reiškia, kad 10% įmonės skelbiamo atsinaujinančios energetikos portfelio bus neprieinama bene tris metų ketvirčius. Tačiau kokį finansinį poveikį bendrovei turės šis ilgalaikis gedimas, nėra aišku.

Foundations of Amateur Radio
Transmitting into a dummy load .. for a year .. on purpose.

Foundations of Amateur Radio

Play Episode Listen Later Feb 14, 2026 8:34


Foundations of Amateur Radio Just under a year ago I started an experiment. I set-up a beacon for WSPR, or Weak Signal Propagation Reporter, transmitting at 200 mW into a dummy load using eight bands between 80m and 10m. I also set-up an RTL-SDR dongle, connected to an external 20m HF antenna and made it monitor 18 amateur bands between 630m and 23cm. I left this running 24/7 for most of the year, though there were times when I detached the antenna due to local thunderstorms and there was a seven week period where there were no reports. It's highly likely that I forgot to reconnect the antenna, but I don't recall. For this analysis I used the online WSPRnet.org database where I uploaded my spots as they were decoded. I noticed that there are reports that I have locally that are not in the database, though I'm not sure why. They're incomplete and not in the same format and merging these is non-trivial for reasons I'll discuss. Lesson learnt, the "rtlsdr-wsprd" tool needs to be patched to output the data in the same format as is available from the online database and I need to actively log locally. The results are puzzling, at least to me right now. Let's start with the low hanging fruit. There are no reports of my WSPR beacon being received by anyone other than me. That doesn't guarantee that nobody heard me, just that nobody reported that they did. In the database there's just over six thousand reports of my station receiving a WSPR transmission from my beacon during the past year. The reports cover all bands, though not equally. The 80m band represents 6 percent of reports, where 40m accounts for 20 percent. The reported SNR, or Signal To Noise ratio, varies significantly across the data. For example, the 12m band shows a range of 42 dB. Digging into this does not reveal any patterns related to date, time of day, season, other band reports or any other metric I was able to imagine. In my exploration, missing records and time-zone differences aside, I discovered that the local data does not appear to match the database. For example I have records where the software decoded my beacon ten times in the same time-slot, but none of them exist in the database. For others, there's only one matching record, which leads me to believe that the WSPRnet.org database only accepts the first report for any given combination of timestamp, transmitter and receiver, but I have yet to confirm that. So, let's talk about getting more than one result for a specific time-slot. As you might know, a WSPR signal is transmitted every 120 seconds, starting at the even minute. Each transmission lasts 110.6 seconds. The decoder will make several attempts to decode multiple, potentially overlapping signals. It is my understanding that the way this happens is by essentially removing a known decoded signal and then attempting to decode what's left, repeating until either there's no more signals to decode, or time runs out, since there's probably only really 9.4 seconds in which to do this. Potentially this means that a faster computer will decode more signals, but I've not actually tested that, but it's probably something worth pursuing. Back to our decodes. If the first decode is removed from the received data and the next decode gives you similar information, same callsign and maidenhead locator, with SNR and frequency differences, then you might imagine that there's so much of it there that the only way that might happen is because the receiver is overloaded. I'm still looking into this, because if that's the case, then we'd need to determine if the receiver was always overloaded, or only sometimes. It's curious, since there's over a thousand other signals being received from other stations, several over 18,000 km away, so it's not like the receiver is completely swamped. Another hypothesis is that the decode is coming from a different band, like a harmonic. This is potentially caused because from a band and timing perspective, the receiver isn't linked to the transmitter in any way. The transmitter hammers away 24/7 one band after the next, switching every two minutes, the receiver listens for half an hour on a band, then randomly picks the next, until it runs out of bands and starts again. The receiver is listening on more than twice as many bands as the transmitter operates on, but that doesn't mean that it cannot hear the transmitter on a harmonic of one of the bands. Again, I don't know if this is the case, or if something else is happening. One thing I'd expect, is to see reports on other harmonics outside the bands that the transmitter is using, but I'm not seeing that. Perhaps the overload is limited to just the band we're actively monitoring and the other signals are coming in regardless of the overload. I'm still trying to determine if that's the case. As I said, merging the data from the two sources is non-trivial, time-zones and formatting are not the same and I'm not in the mood for manually fixing 2,500 or so records, not to mention attempting to determine which SNR is real for the multi-decodes. So, what did I learn? For starters, the world didn't come to a sudden and laborious stop when I transmitted into a dummy load. The experiment was interesting and worth doing. I should test using shorter runs until I've determined the mechanisms involved. For example, one amateur suggested that I might be decoding information that's coming in via the coax, rather than from an antenna. That said, doing so would also require significantly more effort to incrementally analyse this data, so I'd have to find ways to improve my workflow. The SNR is all over the place, not something that I expected. All bands are represented in the data. There does not seem to be any relationship between date, time, other stations and the signal strength seen for the local transmission. I need better record keeping. No doubt there's more. If you have questions, feel free to comment. The experiment also leaves plenty of questions. Why do the SNR values vary so much? I can't imagine that the variation relates to propagation, since we'd have reports from other receivers, so is it something else, even though we're talking about equipment that's indoors, are we observing variations in electronics temperatures for example? Alternatively, if the measurements represent overload of the receiver, why don't we see other harmonics and how is it possible that we can receive and decode very weak signals from other stations? If the signal is arriving via an unexpected path, like the coax, rather than the antenna, what could we do to stop that from occurring and what effects does it have on our current dataset, and could we account for those effects? I suppose, leaving the ultimate question for last: Is the data that I've collected over the past year useful, beyond potentially "this is not how you do this", or is it essentially meaningless? I'm Onno VK6FLAB

Late Confirmation by CoinDesk
The Blockspace Pod: What Bitcoin Miners Need to do to Survive w/ Tom Masiero

Late Confirmation by CoinDesk

Play Episode Listen Later Feb 13, 2026 53:23


Cathedra's Tom Masiero joins us to breakdown how the bitcoin mining AI-shift echoes China's 2021 bitcoin mining ban. Get your tickets to OPNEXT 2026 before prices increase! Join us on April 16 in NYC for technical discussions, investor talks, and intimate conversation with the brightest minds in Bitcoin. Welcome back to The Blockspace Podcast! Today, Tom Masiero, Head of Strategy at Cathedra joins us to talk about the structural shifts pushing bitcoin miners toward AI and HPC services. We explore why this migration mirrors the 2021 China mining ban, the hidden opportunities for smaller operators, and why Bitcoiners understand the "power game" better than traditional data centers. Tom breaks down the reality of infrastructure costs, the current state of hash price, and how the "cockroach" mentality of miners is paving the way for the future of global compute. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: * Hash price hit all-time low of $29/PH/day. * China ban cut 80% of global hash rate. * 5 of last 6 difficulty adjustments negative. * AI infrastructure costs $10-$15M per megawatt. * Bitcoin price dropped to $65,000 level. * Sub-50 MW sites are the new frontier. Timestamps: 00:00 Start 03:22 AI boom & China mining ban 08:30 What edge do miners have over hyperscalers? 13:23 Energy production limits 21:23 Small scale HPC 24:23 Batteries 35:46 Secondary effects 36:51 Pleb miners 39:55 IS US mining doomed? 45:57 Powershell vs Neocloud

Idaho Sports Talk
BOB TAKES DEEP DIVE INTO THE STRETCH RUN OF MOUNTAIN WEST BASKETBALL

Idaho Sports Talk

Play Episode Listen Later Feb 11, 2026 7:28


BRONCO FOCUS EVERY MONDAY-FRIDAY AT 3:45 P.M.: Bob Behler, the voice of Boise State athletics, joins Prater and Mallory to share his thoughts on the Mountain West basketball race with about a third of the season remaining. How has the MW positioned itself for the postseason? Who does the schedule favor? Who's hot? Who's not?See omnystudio.com/listener for privacy information.

Prater & The Ballgame
BOB TAKES DEEP DIVE INTO THE STRETCH RUN OF MOUNTAIN WEST BASKETBALL

Prater & The Ballgame

Play Episode Listen Later Feb 11, 2026 7:28


BRONCO FOCUS EVERY MONDAY-FRIDAY AT 3:45 P.M.: Bob Behler, the voice of Boise State athletics, joins Prater and Mallory to share his thoughts on the Mountain West basketball race with about a third of the season remaining. How has the MW positioned itself for the postseason? Who does the schedule favor? Who's hot? Who's not?See omnystudio.com/listener for privacy information.

INSIDE FINANCE
Rassegna Stampa Economica dell'11 febbraio 2026. A cura di Giuliano Casale.

INSIDE FINANCE

Play Episode Listen Later Feb 11, 2026 5:54


Rassegna stampa economico-finanziaria dell'11 febbraio 2026, strutturata per macro-temi e basata sulle principali testate giornalistiche nazionali.Investimenti, Industria e MercatiTestate: Il Messaggero / Milano Finanza / Il Sole 24 Ore / Corriere della Sera * Fincantieri (Difesa): La controllata Wass ha ottenuto una commessa record in Arabia Saudita per la fornitura di siluri leggeri MU90. Il valore dell'operazione è stimato tra 200 milioni di euro e 300 milioni di euro. Si tratta del più grande contratto nei 150 anni di storia di Wass. Il comparto Underwater globale è previsto in crescita fino a 400 miliardi di euro entro il 2030. * Big Tech e IA: Alphabet (Google) ha raccolto 32 miliardi di dollari in un'unica emissione obbligazionaria per finanziare investimenti in data center e intelligenza artificiale. Morgan Stanley prevede che le emissioni corporate legate all'IA raggiungeranno i 400 miliardi di dollari nel 2026, contro i 165 miliardi del 2025. * Golden Power: Si registra un forte aumento delle acquisizioni straniere di imprese italiane strategiche, secondo i dati dell'Osservatorio Golden Power 2025. * Competitività Europea: Italia, Germania e Belgio hanno siglato un documento comune per spingere sulla semplificazione normativa e l'integrazione del mercato unico entro la fine del 2026. All'iniziativa hanno aderito complessivamente 17 Paesi membri.Banche e CreditoTestate: La Stampa / Corriere della Sera / Milano Finanza * MPS (Risultati 2025): L'istituto senese ha chiuso l'esercizio 2025 con un utile netto di 2,75 miliardi di euro (+17,7% su base annua). Includendo il consolidamento di Mediobanca, l'utile sale a 3,04 miliardi. * Dividendi e Rendimenti: La banca distribuirà il 100% dei profitti agli azionisti con una cedola di 0,86 euro per azione, garantendo un yield del 10%. * M&A: L'AD Luigi Lovaglio accelera sul piano di integrazione con Mediobanca, con l'obiettivo di generare sinergie per 700 milioni di euro. Il mercato scommette su un possibile delisting di Piazzetta Cuccia tramite Opa. * Euro Digitale: Il governo italiano e la BCE confermano l'accelerazione sul progetto dell'euro digitale per rafforzare la sovranità monetaria europea.Fisco, Giustizia e NormativaTestate: Il Sole 24 Ore / Il Messaggero / Corriere della Sera / La Stampa * Compensazioni Fiscali: Nel 2025 (dati parziali a novembre) le compensazioni nei modelli F24 hanno raggiunto i 53 miliardi di euro, con una crescita del 5,5% rispetto al 2024. L'Irpef rappresenta il 55,2% del totale, l'Iva il 42,5%. * Caso Santanchè: Nuova indagine per la ministra del Turismo per bancarotta impropria legata al fallimento di Bioera spa. Il tribunale stima un patrimonio netto negativo di 8 milioni di euro. * Riforma della Giustizia: Marina Berlusconi ha pubblicamente sostenuto il referendum del 22-23 marzo sulla separazione delle carriere dei magistrati, definendolo necessario per garantire la terzietà del giudice. * PNRR e Giustizia Amministrativa: Il Consiglio di Stato ha centrato tutti gli obiettivi di riduzione dell'arretrato in anticipo sulla scadenza di giugno 2026. La durata media di un processo in materia di appalti è di 107 giorni in primo grado e 157 giorni in appello.Lavoro e FormazioneTestate: Corriere della Sera / La Stampa / Il Sole 24 Ore * Food Delivery e Gig Economy: Prosegue l'inchiesta della Procura di Milano su Glovo per presunto caporalato digitale. In Italia operano circa 30.000 rider, l'88% dei quali vorrebbe un compenso base di almeno 2,5 euro per consegna. Le commissioni richieste dalle piattaforme ai ristoratori raggiungono il 30%. * Contratti Pirata: Carlo Sangalli (Confcommercio) denuncia la presenza di oltre 250 contratti nei settori terziario e turismo non rappresentativi. Questi "contratti pirata" coinvolgono 160.000 dipendenti in 21.000 aziende, con salari inferiori fino al 30% rispetto ai contratti leader. * Inflazione e Crescita: L'inflazione italiana è tra le più basse in Europa, sostenendo il potere d'acquisto. Le previsioni di crescita del PIL per il 2026 si attestano intorno all'1%.Energia e GeopoliticaTestate: Corriere della Sera / La Stampa / Il Foglio * NATO: Decisione storica per la redistribuzione dei comandi: l'Italia assumerà la guida del Comando di Napoli e il Regno Unito quello di Norfolk (Virginia), segnando un disimpegno tattico degli USA a favore degli alleati europei. * Guerra Energetica in Ucraina: Maxim Timchenko (CEO di Dtek) denuncia 220 attacchi russi contro le centrali a carbone dall'inizio del conflitto. Nonostante la guerra, Dtek ha investito oltre 1 miliardo di euro in un impianto eolico da 650 MW. * Costi Energetici per le PMI: In Italia l'elettricità costa ancora il 29% in più rispetto al periodo pre-Covid, con un differenziale del +79,6% rispetto alla Francia. * Immigrazione: Il Parlamento UE ha approvato una lista di 7 Paesi sicuri (tra cui Egitto, Tunisia, Bangladesh e Marocco) per accelerare i rimpatri. Il governo italiano valuta l'introduzione del "blocco navale" per gestire pressioni migratorie eccezionali.Sport Business e MediaTestate: La Stampa / Il Giornale * Tennis: Mediaset si è aggiudicata i diritti per trasmettere in chiaro le ATP Finals con un accordo pluriennale. L'evento rimarrà in Italia fino al 2030. * Crisi Rai: Polemiche per la perdita dei diritti sportivi e il possibile mancato rinnovo del contratto di Alberto Angela, giudicato troppo oneroso dai vertici aziendali.Executive Takeaway (Insight per la C-suite) * Consolidamento Bancario: L'eccezionale redditività di MPS (payout 100%) e le manovre su Mediobanca indicano l'avvio di una fase di aggregazione nel settore finanziario italiano che punta a creare campioni europei del wealth management. * IA ed Emissioni Bond: La corsa al debito di Alphabet (32 mld $) conferma che la leadership tecnologica richiede oggi una capacità di spesa massiccia (Capex) immediata, con il mercato dei bond IA previsto triplicare nel breve termine. * Rischio Contrattuale e Dumping: La proliferazione di "contratti pirata" (160k lavoratori) impone alle aziende una due diligence rigorosa sui fornitori di servizi per evitare rischi reputazionali e sanzioni legate al lavoro povero. * Autonomia Strategica NATO: La guida italiana del Comando di Napoli aumenta il peso geopolitico di Roma nel Mediterraneo, aprendo nuove opportunità industriali nel settore della Difesa e dell'Underwater. * Efficienza Fiscale: Il volume record di compensazioni (53 mld €) segnala un utilizzo massiccio dei bonus edilizi residui, ma l'aumento dei controlli suggerisce prudenza nella pianificazione fiscale per il 2026.

Prater & The Ballgame
BOB TAKES DEEP DIVE INTO THE STRETCH RUN OF MOUNTAIN WEST BASKETBALL

Prater & The Ballgame

Play Episode Listen Later Feb 11, 2026 7:28


BRONCO FOCUS EVERY MONDAY-FRIDAY AT 3:45 P.M.: Bob Behler, the voice of Boise State athletics, joins Prater and Mallory to share his thoughts on the Mountain West basketball race with about a third of the season remaining. How has the MW positioned itself for the postseason? Who does the schedule favor? Who's hot? Who's not?See omnystudio.com/listener for privacy information.

The Data Center Frontier Show
Nomads at the Frontier: PTC 2026 Signals an Execution Phase for Digital Infrastructure

The Data Center Frontier Show

Play Episode Listen Later Feb 10, 2026 32:40


In this installment of Nomads at the Frontier, Data Center Frontier Editor-in-Chief Matt Vincent checks in with Nomad Futurist founders Nabeel Mahmood and Phillip Koblence for on-the-ground reflections from PTC 2026 in Hawaii, and a clear signal that the digital infrastructure market is shifting from hype to delivery. Mahmood says PTC 2026 reaffirmed the move toward integrated digital infrastructure, with attendance continuing to grow and conversations increasingly translating into real progress. But the defining theme across AI, investment, and deployments was power. As Koblence puts it, “all of those questions are power”—and unlike prior years, the tone has moved from speculative site talk to “show me the money, show me the power,” with real timelines and secured capacity. The episode digs into the industry's evolving stance on behind-the-meter generation, which is increasingly treated as the most viable medium-term path to getting online as grid bureaucracy and interconnection delays become the “long pole in the tent.” The discussion also tackles the sustainability tension in that shift: why the industry often kicks the can down the road, what alternative options (fuel cells, hydrogen) may offer, and why nuclear timelines don't solve the near-term gap. Mahmood and Koblence also emphasize that the buildout isn't just a power story; it's a people and community story. Workforce shortages remain structural and long-lived, and community acceptance is now central to the industry's “license to build.” Nomad Futurist's mission, they argue, is becoming a bridge between digital infrastructure and the public, demystifying what the industry is, why it matters, and how the next generation can enter it. Finally, the conversation pressures-tests the AI boom: Mahmood predicts the “mega-scale AI factory” bubble will burst within three to five years, with growth shifting toward inferencing closer to users, but he still expects the sector to normalize into sustained double-digit expansion. And on Nvidia's roadmap, both founders call for realism: megawatt racks may be coming, but as Koblence notes, “there are zero facilities” today that can support a 1–1.5 MW rack at scale.

真夜中の読書会〜おしゃべりな図書室〜
【ビデオポッドキャスト版】EP.238 「え、そこで終わるの?」続きが気になる章立てに、まんまとハマる海外ミステリー

真夜中の読書会〜おしゃべりな図書室〜

Play Episode Listen Later Feb 8, 2026 23:41


※ビデオつき配信になります。内容はEP.238とほぼ同じです。ビデオつきverはSpotifyとyoutubeのみでご視聴いただけます。▶︎今夜のお話:『ハウスメイド』が面白かった/本国でベストセラー作家でも日本語翻訳版が出る作品は限られている/海外文学、登場人物の名前が覚えられない問題/刑事ワシントン・ポーシリーズはここがすごい/置いてけぼりにならない緻密な構成/作者の謝辞に退屈してごめんなさい/きたよ!王道の”雪密室”殺人/海外ミステリーで好きなシリーズが見つかった多幸感▶︎今夜の勝手に貸出カード:・M・W・クレイヴンさん著、東野さやかさん訳『ボタニストの殺人』(ハヤカワ・ミステリ文庫) ⁠https://amzn.to/4rpZ1Jp⁠ ▶︎番組概要夜眠りにつく前の“聴くだけ読書会”。講談社のバタやんこと川端里恵がおすすめの本や心に響くフレーズをご紹介します。毎週水曜日の夜に、リスナーの方のお悩みや気分のリクエストにおこたえして、本を1冊、勝手に貸し出しいたします。読んでも、読まなくても、”あしたが楽しみになる”読書の時間を共有する図書室です。ぜひ番組のフォローをお願いします。▶︎本のリクエスト、番組へのメッセージはインスタのDMよりお送りください⁠https://www.instagram.com/batayomu/⁠▶︎番組ハッシュタグ:#真夜中の読書会▶︎MC:バタやん(川端里恵・KODANSHA)1979年生まれ。2002年に講談社に入社。広告営業、女性誌「with」「VOCE」「FRAU」「mi-mollet」編集部などを経て、今は人事・総務を担当しています。文芸編集者も漫画編集者も経験していないけど、本と漫画と雑誌を読むのが好きです。メンタルケア心理士。※講談社の出版物に限らず紹介します。発言や感想は、完全に個人の見解で会社を代表するものではありません。X|⁠@batayan_mi⁠Instagram|⁠@batayomu⁠▶︎noteで紹介した本をまとめています|⁠https://note.com/batayan_mi⁠

10 Percent True - Tales from the Cockpit
Before the Weapons School: The Making of a Tornado Pilot

10 Percent True - Tales from the Cockpit

Play Episode Listen Later Feb 6, 2026 116:21


Mattes Kries | 10 Percent True | EP81 – Part 1In this episode, Mattes Kries—a former Luftwaffe Tornado IDS pilot and weapons instructor—traces his career from a hard-won start in NATO jet training through frontline Tornado operations, weapons school, and senior tactics leadership. He explains how Germany's Tornado force evolved from Cold War low-level nuclear strike toward conventional, medium-altitude employment; how lessons from U.S. and NATO exercises reshaped German tactics; and why culture, risk tolerance, and bureaucracy matter as much as hardware.Along the way, Mattes offers rare, candid insight into weapons school innovation, COMAO command without Link 16, live weapons integration, and the realities of training for combat in a force defined by safety-first constraints—grounded in vivid anecdotes and hard-earned lessons.Timestamps00:00 – The Greek instructor teaser01:58 – Welcome Mattes & Phil's subscriber questions: inspiration and most exhilarating mission12:05 – Matthew's subscriber question: history and pride in the modern Luftwaffe23:40 – Attachment to the past among today's Luftwaffe personnel29:10 – Starting out in the Luftwaffe34:02 – F-4 ambitions—and why fate had other (good) ideas41:28 – T-37 challenges (and the Greek instructor)49:00 – Turning early struggles into long-term success51:15 – Arrival on the Tornado at Büchel56:40 – Tornado IDS: roles, weapons, and mission sets1:05:35 – SIOP and nuclear strike planning1:10:40 – The MW-1 weapon system1:20:19 – Why the MW-1 was never fitted for training—and the power of German accountants1:29:30 – Staying on the boom: tanker planning as a weapons school student1:35:08 – Avoiding the KC-135 by design?1:36:35 – Responding to Starbaby's criticism of ECR capabilities vs decision-maker mindset1:54:25 – Part 2 incoming

Full Court Press
More thoughts on Pac-12 and MW media deals / Preview USU vs UNM / Crazy UNLV-Fresno St. game - Feb. 4, 2026

Full Court Press

Play Episode Listen Later Feb 5, 2026 59:00


Eric Frandsen and Jason Walker circle back on topics from earlier in the week about the Pac-12 and Mountain West media deals and what the future holds for both conference.Then, a look ahead to the first-place bout between Utah State and New Mexico in men's basketball. And a look back at the games in the MW on Tuesday, including an overtime finish between Nevada and Boise State plus an absurd game between UNLV and Fresno State. 

Clean Power Hour
Missouri Wants to Ban All Solar Construction for Two Years

Clean Power Hour

Play Episode Listen Later Feb 3, 2026 49:57 Transcription Available


A Missouri state senator wants to ban all solar construction for two years, threatening a 430 MW project already under construction. On the Clean Power Hour Live, Tim Montague and John Weaver cover the Missouri solar moratorium, the first UL standard for balcony solar, Elon Musk's 100 GW solar manufacturing ambitions, and Vineyard Wind's court victory sending its final turbine to sea. They also dig into LFP cell prices hitting $60/kWh in China, zinc battery economics for commercial projects, and what a $2.3 trillion global energy transition spend means for the US market.Episode Highlights:A Missouri state senator filed legislation to halt all solar construction, including projects already underway, through the end of 2027. A 430 MW project set to double the state's solar capacity faces risk. (LinkedIn)Balcony solar UL 3700 standard. UL released its first standard for balcony solar, UL 3700. (PV Magazine)Musk's 100 GW solar manufacturing plan. Elon Musk announced SpaceX and xAI will each source 100 GW of solar to power data centers. (PV Magazine)LFP cells race to 500+ Ah. Chinese battery manufacturers are scaling LFP cells from 314 Ah to 500 Ah and beyond. (PV Magazine)Global clean energy investment reached a record $2.3 trillion in 2025, up 8% from 2024. (Bloomberg NEF)Solar module prices from China rose 20 to 30% ahead of an April 1 export tax, adding 9 to 10% to costs. (PV Magazine)This episode is for solar professionals, battery storage developers, project developers, and clean energy investors tracking policy risk and market shifts. Support the showConnect with Tim Clean Power Hour Clean Power Hour on YouTubeTim on TwitterTim on LinkedIn Email tim@cleanpowerhour.com Review Clean Power Hour on Apple PodcastsThe Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: CleanPowerHour@gmail.com Corporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/The Clean Power Hour is brought to you by CPS America, maker of North America's number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com

Rethinking EHS: Global Goals. Local Delivery.
BONUS: Solving Community, Compliance, and Permitting Challenges in Solar

Rethinking EHS: Global Goals. Local Delivery.

Play Episode Listen Later Feb 3, 2026 9:13


In this bonus episode, Host Angie Dickson, President of the Inogen Alliance and EVP of Antea Group USA, speaks with Sasikumar, Chief Marketing Officer with Chola Risk Services in India. Sasikumar shares a real-world case study from a 750 MW solar project that faced significant regulatory, permitting, and community challenges mid-development.The conversation highlights the blocks and bottlenecks they faced, and how they were overcome. Guest Quote“ This solar project is uh, for capacity of seven 50 megawatt, which was in a central part of India, which was taken up by one of large corporate in India. And what had happened over that was they had some issues related to regulations, local agitations from the village, and they came to us.” - SasikumarTime Stamps00:00 Introduction to the Energy Transition Bonus Case Study00:45 Overview of the 750 MW Solar Project in Central India01:55 Regulatory, Forest Zone, and Water Body Constraints03:45 Community Resistance and Public Hearing Challenges04:55 Addressing Livelihood Concerns and Misconceptions About Solar Heat05:45 Education, Safety Communication, and Local Language Engagement06:25 Design Changes: Pathways, Access, and Infrastructure Adjustments07:30 Key Lessons: Compliance, Planning, and Stakeholder Trust08:10 How the Project Shaped Future Solar DevelopmentsSponsor CopyRethinking EHS is brought to you by the Inogen Alliance. Inogen Alliance is a global network of 70+ companies providing environment, health, safety, and sustainability services worldwide. Visit inogenalliance.com to learn more.LinksInogenAlliance.com/resourcesInogenAlliance.com/podcastAngie on LinkedIn  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

真夜中の読書会〜おしゃべりな図書室〜
EP.238 「え、そこで終わるの?」続きが気になる章立てに、まんまとハマる海外ミステリー

真夜中の読書会〜おしゃべりな図書室〜

Play Episode Listen Later Feb 3, 2026 21:37


▶︎今夜のお話:『ハウスメイド』が面白かった/本国でベストセラー作家でも日本語翻訳版が出る作品は限られている/海外文学、登場人物の名前が覚えられない問題/刑事ワシントン・ポーシリーズはここがすごい/置いてけぼりにならない緻密な構成/作者の謝辞に退屈してごめんなさい/きたよ!王道の”雪密室”殺人/海外ミステリーで好きなシリーズが見つかった多幸感▶︎今夜の勝手に貸出カード:・M・W・クレイヴンさん著、東野さやかさん訳『ボタニストの殺人』(ハヤカワ・ミステリ文庫) https://amzn.to/4rpZ1Jp ▶︎番組概要夜眠りにつく前の“聴くだけ読書会”。講談社のバタやんこと川端里恵がおすすめの本や心に響くフレーズをご紹介します。毎週水曜日の夜に、リスナーの方のお悩みや気分のリクエストにおこたえして、本を1冊、勝手に貸し出しいたします。読んでも、読まなくても、”あしたが楽しみになる”読書の時間を共有する図書室です。ぜひ番組のフォローをお願いします。▶︎本のリクエスト、番組へのメッセージはインスタのDMよりお送りくださいhttps://www.instagram.com/batayomu/▶︎番組ハッシュタグ:#真夜中の読書会▶︎MC:バタやん(川端里恵・KODANSHA)1979年生まれ。2002年に講談社に入社。広告営業、女性誌「with」「VOCE」「FRAU」「mi-mollet」編集部などを経て、今は人事・総務を担当しています。文芸編集者も漫画編集者も経験していないけど、本と漫画と雑誌を読むのが好きです。メンタルケア心理士。※講談社の出版物に限らず紹介します。発言や感想は、完全に個人の見解で会社を代表するものではありません。X|@batayan_miInstagram|@batayomu▶︎noteで紹介した本をまとめています|https://note.com/batayan_mi

The Opening Drive
MW Tiers

The Opening Drive

Play Episode Listen Later Jan 30, 2026 43:40 Transcription Available


Are there only three contenders for the MW regular season title? What are the Lobos focused on this weekend at San Jose State? See omnystudio.com/listener for privacy information.

The Opening Drive
Bracket

The Opening Drive

Play Episode Listen Later Jan 29, 2026 40:01 Transcription Available


Jerry Palm, Palmbrackets.com, shares his thoughts on his newest bracket, having three teams in from the MW right now and what to watch at the top. Who is upset about playing big midweek conference games? See omnystudio.com/listener for privacy information.

C.O.B. Tuesday
"The Process Of Building Credibility To Deliver In This Space Is Grueling" Featuring Dr. Mike Laufer, Kairos Power

C.O.B. Tuesday

Play Episode Listen Later Jan 28, 2026 59:50


Today we had the pleasure of hosting Dr. Mike Laufer, Co-Founder and CEO of Kairos Power, for a robust nuclear-focused discussion. Kairos recently marked its nine-year anniversary and has grown to 500+ employees across its headquarters in Alameda, CA, its manufacturing development campus in Albuquerque, NM, and its Hermes Demonstration Reactor Campus in Oak Ridge, TN. Kairos is developing its fluoride salt-cooled high-temperature reactor (KP-FHR), which pairs TRISO pebble fuel with a low-pressure molten-salt coolant (“Flibe”) and is designed for modular deployment, including a two-reactor/one-turbine configuration delivering up to ~150 MWe. The company's Oak Ridge program includes Hermes 1, the first non-water-cooled reactor to receive an NRC construction permit, and Hermes 2, a commercial-scale demonstration plant intended to supply electricity to the grid. Mike earned his Ph.D. in Nuclear Engineering from the University of California, Berkeley, and his undergraduate degree in Mechanical Engineering from Stanford University. His research included work in reactor safety, design, licensing, and code validation for advanced non-light water reactors. We were thrilled to visit with Mike. In our conversation, Mike shares the early vision behind Kairos, the company's focus on U.S. electricity markets and building a reactor that can compete on cost, and their strategy centered on iterative hardware demonstrations and vertical integration. We discuss system-level parallelization, developing upstream/downstream “balance-of-plant” elements alongside reactor work to compress timelines and de-risk full-system integration, NRC engagement dating back to 2018, safety case fundamentals, sizing and product configuration, and how the Google partnership supports a sequence of deployments toward ~500 MW by 2035 (Google announcement linked here). Mike offers a realistic view of the nuclear learning curve and what it takes to drive down cost and schedule uncertainty over successive projects, how Kairos structured the Google deployment pathway, and the importance of setting achievable targets. We touch on how SMR winners and losers will be determined by project execution and delivery, not announcements, and Mike highlights common pitfalls in the conventional U.S. nuclear project model, including fragmented roles and misaligned incentives. We discuss Kairos's centralized “hub” model with clear decision-making authority, its approach to validating partners and execution steps at smaller scale before taking on multi-billion-dollar FOAK risk, and how the organization maintains efficiency by balancing multiple deliverables and hiring “wildly competent” people comfortable with ambiguity. We also cover how commodity inflation and supply-chain depth affect planning, Kairos's focus on strategic supplier partnerships, particularly in steel, concrete, and precast concrete, the importance of public trust and earning long-term community support, how non-nuclear test systems build real operating capability and flexible operating models, how AI may eventually improve execution and reliability, and much more. We're very grateful to Mike for sharing his time and expertise with us. Mike Bradley kicked off the show by noting that the 10-year U.S. bond yield appears to have temporarily stabilized around 4.2% and is awaiting Wednesday's FOMC rate decision. Most expect the Fed to leave interest rates unchanged, though volatility could ensue if they don't! On the crude oil front, WTI price has inched up to $62/bbl amid continued bearishness in financial contract length and recent severe winter weather. There's speculation that this Polar Vortex (which we've dubbed the “Polar Pig”) has reduced U.S. oil production by ~1.5mmbpd. On the natural gas front, the Polar Pig has spiked prompt U.S. natural gas price to ~$6/MM

The Energy Gang
How a Texas electric co-op rebuilt for reliability | Sponsored content from Rayburn Electric

The Energy Gang

Play Episode Listen Later Jan 27, 2026 45:26


As Texas battles another bout of bitterly cold weather, Energy Gang looks at the lessons that one generation and transmission electric co-operative learned from Winter Storm Uri in 2021. The freeze and subsequent shock to energy prices showed providers how dangerous it can be to rely on the market alone.For Rayburn Electric, a not-for-profit, member-owned cooperative, incurring years of power costs in just days was a catalyst for a fundamental reset of its approach to risk and resilience.Host Ed Crooks is joined by Rayburn's President & CEO David Naylor, and General Counsel Chris Anderson, to hear the story of how they rethought how the co-op could best serve its members, and implemented its new strategy. The crucial steps included a first-of-its-kind securitization for a co-op, to spread costs over decades, and a strategic pivot toward owning generation as a natural hedge for its electricity sales. The co-op bought a power plant, now called the Rayburn Energy Station, and has RES 2 in the works, to meet reliability needs amid rapid load growth. David and Chris share what changedinside the organization too, driven by the principle that ‘status quo is not company policy.' Operating exclusively within ERCOT, Rayburn provides power to approximately 625,000 Texans across sixteen counties, working collaboratively with four local distribution co-ops. Its infrastructure includes more than 265 miles of transmission lines and more than 1,000 MW of owned generation capacity, including the Rayburn Energy Station, a combined-cycle natural gas plant added to strengthen reliability after Winter Storm Uri.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Quick Charge
Electric take on winter weather while Tesla's sales slide continues

Quick Charge

Play Episode Listen Later Jan 27, 2026


On today's icy cold episode of Quick Charge, the only thing colder than the air outside most Americans' homes is the demand for Tesla Cybertrucks – so we've got some EV-focused tips on making it through the cold while Elon begins shipping CTs overseas. We've got plenty of tips for home solar and backup battery systems today, as well as some links to older posts about vehicle-to-home capable systems and, of course, some cold weather driving tips for EV drivers who may not be used to these chilly conditions. All that, Tesla sales, and some big batteries in North Carolina – enjoy! Source Links Home solar in rural America: how much battery do you need in a winter storm? Home solar in rural America: how much battery do you need to run a well pump? It's time to start recommending some Tesla Powerwall alternatives Here are 8 tips for the best EV winter range and performance Yes, an EV really CAN power your home – if it's one of these Tesla brings Cybertruck to Middle East amid US demand collapse Xiaomi SU7 outsells Tesla Model 3 in China for the first time Duke Energy brings $100M, 50 MW battery project online Prefer listening to your podcasts? Audio-only versions of Quick Charge are now available on Apple Podcasts, Spotify, TuneIn, and our RSS feed for Overcast and other podcast players. New episodes of Quick Charge are (allegedly) recorded several times per week, most weeks. We'll be posting bonus audio content from time to time as well, so be sure to follow and subscribe so you don't miss a minute of Electrek's high-voltage podcast series. Got news? Let us know!Drop us a line at tips@electrek.co. You can also rate us on Apple Podcasts and Spotify, or recommend us in Overcast to help more people discover the show. If you're considering going solar, it's always a good idea to get quotes from a few installers. To make sure you find a trusted, reliable solar installer near you that offers competitive pricing, check out EnergySage, a free service that makes it easy for you to go solar. It has hundreds of pre-vetted solar installers competing for your business, ensuring you get high-quality solutions and save 20-30% compared to going it alone. Plus, it's free to use, and you won't get sales calls until you select an installer and share your phone number with them.  Your personalized solar quotes are easy to compare online and you'll get access to unbiased Energy Advisors to help you every step of the way. Get started here.

The Data Center Frontier Show
Applied Digital CEO Wes Cummins

The Data Center Frontier Show

Play Episode Listen Later Jan 27, 2026 29:10


Applied Digital CEO Wes Cummins joins Data Center Frontier Editor-in-Chief Matt Vincent to break down what it takes to build AI data centers that can keep pace with Nvidia-era infrastructure demands and actually deliver on schedule. Cummins explains Applied Digital's “maximum flexibility” design philosophy, including higher-voltage delivery, mixed density options, and even more floor space to future-proof facilities as power and cooling requirements evolve. The conversation digs into the execution reality behind the AI boom: long-lead power gear, utility timelines, and the tight MEP supply chain that will cause many projects to slip in 2026–2027. Cummins outlines how Applied Digital locked in key components 18–24 months ago and scaled from a single 100 MW “field of dreams” building to roughly 700 MW under construction, using fourth-generation designs and extensive off-site MEP assembly—“LEGO brick” skids—to boost speed and reduce on-site labor risk. On cooling, Cummins pulls back the curtain on operating direct-to-chip liquid cooling at scale in Ellendale, North Dakota, including the extra redundancy layers—pumps, chillers, dual loops, and thermal storage—required to protect GPUs and hit five-nines reliability. He also discusses aligning infrastructure with Nvidia's roadmap (from 415V toward 800V and eventually DC), the customer demand surge pushing capacity planning into 2028, and partnerships with ABB and Corintis aimed at next-gen power distribution and liquid cooling performance.

The Uptime Wind Energy Podcast
Siemens Rejects SGRE Sale, Quali Drone Thermal Imaging

The Uptime Wind Energy Podcast

Play Episode Listen Later Jan 27, 2026 31:59


Allen, Joel, and Yolanda discuss Siemens Energy’s decision to keep their wind business despite pressure from hedge funds, with the CEO projecting profitability by 2026. They cover the company’s 21 megawatt offshore turbine now in testing and why it could be a game changer. Plus, Danish startup Quali Drone demonstrates thermal imaging of spinning blades at an offshore wind farm, and Alliant Energy moves forward with a 270 MW wind project in Wisconsin using next-generation Nordex turbines. Sign up now for Uptime Tech News, our weekly newsletter 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 YouTube, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary’s “Engineering with Rosie” YouTube channel here. Have a question we can answer on the show? Email us! The Uptime Wind Energy Podcast brought to you by Strike Tape, protecting thousands of wind turbines from lightning damage worldwide. Visit strike tape.com. And now your hosts, Alan Hall, Rosemary Barnes, Joel Saxon, and Yolanda Padron. Welcome to the  Allen Hall: Uptime Wind Energy Podcast. I’m your host, Alan Hall. I’m here with Yolanda Padron and Joel Saxon. Rosemary Burns is climbing the Himalayas this week, and our top story is Semen’s Energy is rejecting the sail of their wind business, which is a very interesting take because obviously Siemens CESA has struggled. Recently due to some quality issues a couple of years ago, and, and back in 2024 to 25, that fiscal year, they lost a little over 1 billion euros. But the CEO of Siemens energy says they’re gonna stick with the business and that they’re getting a lot of pressure, obviously, from hedge funds to do something with that business to, to raise the [00:01:00] valuations of Siemens energy. But, uh, the CEO is saying, uh, that. They’re not gonna spin it off and that would not solve any of the problems. And they’re, they’re going to, uh, remain with the technology, uh, for the time being. And they think right now that Siemens Gomesa will be profitable in 2026. That’s an interesting take, uh, Joel, because we haven’t seen a lot of sales onshore or offshore from Siemens lately.  Joel Saxum: I think they’re crazy to lose. I don’t wanna put this in US dollars ’cause it resonates with my mind more, but 1.36 billion euros is probably what, 1.8 million or 1.8. Billion dollars.  Allen Hall: Yeah. It’s, it’s about that. Yeah.  Joel Saxum: Yeah. So, so it’s compounding issues. We see this with a lot of the OEMs and blade manufacturers and stuff, right? They, they didn’t do any sales of their four x five x platform for like a year while they’re trying to reset the issues they had there. And now we know that they’re in the midst of some blade issues where they’re swapping blades at certain wind farms and those kind of things.[00:02:00] But when they went to basically say, Hey, we’re back in the market, restarting, uh, sales. Yolanda, have you heard from any of your blade network of people buying those turbines?  Yolanda Padron: No, and I think, I mean, we’ve seen with other OEMs when they try to go back into getting more sales, they focus a lot on making their current customers happy, and I’m not sure that I’ve seen that with the, this group. So it’s, it’s just a little bit of lose lose on both sides.  Joel Saxum: Yeah. And if you’re, if you’re trying to, if you’re having to go back and basically patch up relationships to make them happy. Uh, that four x five x was quite the flop, uh, I would say, uh, with the issues that it had. So, um, there’s, that’d be a lot of, a lot of, a lot of nice dinners and a lot of hand kissing and, and all kinds of stuff to make those relationships back to what they were. Allen Hall: But at the time, Joel, that turbine fit a specific set of the marketplace, they had basically complete control of that when the four x five [00:03:00] x. Was an option and and early on it did seem to have pretty wide adoption. They were making good progress and then the quality issues popped up. What have we seen since and more recently in terms of. The way that, uh, Siemens Ga Mesa has restructured their business. What have we heard?  Joel Saxum: Well, they, they leaned more and pointed more towards offshore, right? They wanted to be healthy in, they had offshore realm and make sales there. Um, and that portion, because it was a completely different turbine model, that portion went, went along well, but in the meantime, right, they fit that four x five x and when I say four x five x, of course, I mean four megawatt, five megawatt slot, right? And if you look at, uh, the models that are out there for the onshore side of things. That, that’s kind of how they all fit. There was like, you know, GE was in that two x and, and, uh, uh, you know, mid two X range investors had the two point ohs, and there’s more turbine models coming into that space. And in the US when you go above basically 500 foot [00:04:00] above ground level, right? So if your elevation is a thousand, once you hit 1500 for tip height on a turbine, you get into the next category of FAA, uh, airplane problems. So if you’re going to put in a. If you were gonna put in a four x or five x machine and you’re gonna have to deal with those problems anyways, why not put a five and a half, a six, a 6.8, which we’ve been seeing, right? So the GE Cypress at 6.8, um, we’re hearing of um, not necessarily the United States, but envision putting in some seven, uh, plus megawatt machines out there on shore. So I think that people are making the leap past. Two x three x, and they’re saying like, oh, we could do a four x or five x, but if we’re gonna do that, why don’t we just put a six x in? Allen Hall: Well, Siemens has set itself apart now with a 21 megawatt, uh, offshore turbine, which is in trials at the moment. That could be a real game changer, particularly because the amount of offshore wind that’ll happen around Europe. Does that then if you’re looking at the [00:05:00] order book for Siemens, when you saw a 21 Mega Hut turbine, that’s a lot of euros per turbine. Somebody’s projecting within Siemens, uh, that they’re gonna break even in 2026. I think the way that they do that, it has to be some really nice offshore sales. Isn’t that the pathway?  Joel Saxum: Yeah. You look at the megawatt class and what happened there, right? So what was it two years ago? Vestas? Chief said, we are not building anything past the 15 megawatt right now. So they have their, their V 2 36 15 megawatt dark drive model that they’re selling into the market, that they’re kind of like, this is the cap, like we’re working on this one now we’re gonna get this right. Which to be honest with you, that’s an approach that I like. Um, and then you have the ge So in this market, right, the, the big megawatt offshore ones for the Western OEMs, you have the GE 15 megawatt, Hayley IX, and GE. ISS not selling more of those right now. So you have Vestas sitting at 15, GE at 15, but not doing anymore. [00:06:00] And GE was looking at developing an 18, but they have recently said we are not doing the 18 anymore. So now from western OEMs, the only big dog offshore turbine there is, is a 21. And again, if you were now that now this is working out opposite inverse in their favor, if you were going to put a 15 in, it’s not that much of a stretch engineering wise to put a 21 in right When it comes to. The geotechnical investigations and how we need to make the foundations and the shipping and the this and the, that, 15 to 21, not that big of a deal, but 21 makes you that much, uh, more attractive, uh, offshore.  Allen Hall: Sure if fewer cables, fewer mono piles, everything gets a little bit simpler. Maybe that’s where Siemens sees the future. That would, to me, is the only slot where Siemens can really gain ground quickly. Onshore is still gonna be a battle. It always is. Offshore is a little more, uh, difficult space, obviously, just because it’s really [00:07:00] Chinese turbines offshore, big Chinese turbines, 25 plus megawatt is what we’re talking about coming outta China or something. European, 21 megawatt from Siemens.  Joel Saxum: Do the math right? That, uh, if, if you have, if you have won an offshore auction and you need to backfill into a megawatts or gigawatts of. Of demand for every three turbines that you would build at 15 or every four turbines you build at 15, you only need three at 21. Right? And you’re still a little bit above capacity. So the big, one of the big cost drivers we know offshore is cables. You hit it on the head when you’re like, cables, cables, cables, inter array cables are freaking expensive. They’re not only expensive to build and lay, they’re expensive to ensure, they’re expensive to maintain. There’s a lot of things here, so. When you talk about saving costs offshore, if you look at any of those cool models in the startup companies that are optimizing layouts and all these great things, a lot of [00:08:00] them are focusing on reducing cables because that’s a big, huge cost saver. Um, I, I think that’s, I mean, if I was building one and, and had the option right now, that’s where I would stare at offshore. Allen Hall: Does anybody know when that Siemens 21 megawatt machine, which is being evaluated at a test site right now, when that will wrap up testing, is it gonna be in the next couple of months?  Joel Saxum: I think it’s at Estro.  Allen Hall: Yeah, it is, but I don’t remember when it was started. It was sometime during the fall of last year, so it’s probably been operational three, four months at this point. Something like that.  Joel Saxum: If you trust Google, it says full commercial availability towards the end, uh, of 28.  Allen Hall: 28. Do you think that the, uh, that Siemens internally is trying to push that to the left on the schedule, bringing from 2028 back into maybe early 27? Remember, AR seven, uh, for the uk the auction round?[00:09:00] Just happened, and that’s 8.4 gigawatts of offshore wind. You think Siemens is gonna make a big push to get into that, uh, into the water there for, for that auction, which is mostly RWE.  Joel Saxum: Yeah, so the prototype’s been installed for, since April 2nd, 2025. So it’s only been in there in the, and it’s only been flying for eight months. Um, but yeah, I mean, RWE being a big German company, Siemens, ESA being a big German company. Uh, of course you would think they would want to go to the hometown and and get it out there, but will it be ready? I don’t know. I don’t know. I, I personally don’t know. And there’s probably people that are listening right now that do have this information. If this turbine model has been specked in any of the pre-feed documentation or preferred turbine suppliers, I, I don’t know. Um, of course we, I’m sure someone does. It’s listening. Uh, reach out, shoot us at LinkedIn or something like that. Let us know, but. Uh, yeah, I mean, uh, [00:10:00] Yolanda, so, so from a Blades perspective, of course you’re our local, one of our local blade experts here. It’s difficult to work, it’s gonna be difficult to work on these blades. It’s a 276 meter rotor, right? So it’s 135 meter blade. Is it worth it to go to that and install less of them than work on something a little bit smaller?  Yolanda Padron: I think it’s a, it’s a personal preference. I like the idea of having something that’s been done. So if it’s something that I know or something that I, I know someone who’s worked with them, so there’s at least a colleague or something that I, I know that if there’s something off happening with the blade, I can talk to someone about it. Right? We can validate data with each other because love the OEMs, but they’re very, it’s very typical that they’ll say that anything is, you know. Anything is, is not a serial defect and anything is force majeure and wow, this is the first time I’m seeing this in your [00:11:00] blade. Uh, so if it’s a new technology versus old technology, I’d rather have the old one just so I, I at least know what I’m dealing with. Uh, so I guess that answers the question as far as like these new experimental lights, right? As far as. Whether I would rather have less blades to deal with. Yes, I’d rather have less bilities to, to deal with it. They were all, you know, known technologies and one was just larger than the other one.  Joel Saxum: Maybe it boils down to a CapEx question, right? So dollar per megawatt. What’s gonna be the cost of these things be? Because we know right now could, yeah, kudos to Siemens CESA for actually putting this turbine out at atrial, or, I can’t remember if it’s Australia or if it’s Keyside somewhere. We know that the test blades are serial number 0 0 0 1 and zero two. Right. And we also know that when there’s a prototype blade being built, all of the, well, not all, but you know, the majority of the engineers that [00:12:00] have designed it are more than likely gonna be at the factory. Like there’s gonna be heavy control on QA, QEC, like that. Those blades are gonna be built probably the best that you can build them to the design spec, right? They’re not big time serial production, yada, yada, yada. When this thing sits and cooks for a year, two years, and depending on what kind of blade issues we may see out of it, that comes with a caveat, right? And that caveat being that that is basically prototype blade production and it has a lot of QC QA QC methodologies to it. And when we get to the point where now we’re taking that and going to serial blade production. That brings in some difficulties, or not difficulties, but like different qa, qc methodologies, um, and control over the end product. So I like to see that they’re get letting this thing cook. I know GE did that with their, their new quote unquote workhorse, 6.8 cypress or whatever it is. That’s fantastic. Um, but knowing that these are prototype [00:13:00] machines, when we get into serial production. It kind of rears its head, right? You don’t know what issues might pop up. Speaker 5: Australia’s wind farms are growing fast, but are your operations keeping up? Join us February 17th and 18th at Melbourne’s Pullman on the park for Wind energy ONM Australia 2026, where you’ll connect with the experts solving real problems in maintenance asset management and OEM relations. Walk away with practical strategies to cut costs and boost uptime that you can use the moment you’re back on site. Register now at WM a 2020 six.com. Wind Energy o and m Australia is created by wind professionals for wind professionals because this industry needs solutions, not speeches.  Allen Hall: While conventional blade inspections requires shutting down the turbine. And that costs money. Danish Startup, Qualy Drone has demonstrated a different approach [00:14:00] at the. Ruan to Wind Farm in Danish waters. Working with RDBE, stack Craft Total Energies and DTU. The company flew a drone equipped with thermal cameras and artificial intelligence to inspect blades while they were still spinning. Uh, this is a pretty revolutionary concept being put into action right now ’cause I think everybody has talked about. Wouldn’t it be nice if we could keep the turbines running and, and get blade inspections done? Well, it looks like quality drone has done it. Uh, the system identifies surface defects and potential internal damage in real time and without any fiscal contact, of course, and without interrupting power generations. So as the technology is described, the drone just sits there. Steady as the blades rotate around. Uh, the technology comes from the Aquatic GO Project, uh, funded by Denmark’s, EUDP program. RDBE has [00:15:00] confirmed plans to expand use of the technology and quality. Drone says it has commercial solutions ready for the market. Now we have all have questions about this. I think Joel, the first time I heard about this was probably a year and a half ago, two years ago in Amsterdam at one of the Blade conferences. And I said at the time, no way, but they, they do have a, a lot of data that’s available online. I, I’ve downloaded it and it’s being the engineer and looked at some of the videos and images they have produced. They from what is available and what I saw, there’s a couple of turbines at DTU, some smaller turbines. Have you ever been to Rust, Gilda and been to DTU? They have a couple of turbines on site, so what it looked like they were using one of these smaller turbines, megawatt or maybe smaller turbine. Uh, to do this, uh, trial on, but they had thermal movie images and standard, you know, video images from a drone. They were using [00:16:00] DGI and Maverick drones. Uh, pretty standard stuff, but I think the key comes in and the artificial intelligence bit. As you sit there and watch these blades go around, you gotta figure out where you are and what blades you’re looking at and try to splice these images together that I guess, conceptually would work. But there’s a lot of. Hurdles here still, right?  Joel Saxum: Yeah. You have to go, go back from data analysis and data capture and all this stuff just to the basics of the sensor technology. You immediately will run into some sensor problems. Sensor problems being, if you’re trying to capture an image or video with RGB as a turbine is moving. There’s just like you, you want to have bright light, a huge sensor to be able to capture things with super fast shutter speed. And you need a global shutter versus a rolling shutter to avoid some more of that motion blur. So there’s like, you start stepping up big time in the cost of the sensors and you have to have a really good RGB camera. And then you go to thermal. So now thermal to have to capture good [00:17:00]quality thermal images of a wind turbine blade, you need backwards conditions than that. You need cloudy day. You don’t want to have shine sheen bright sunlight because you’re changing the heat signature of the blade. You are getting, uh, reflectance, reflectance messes with thermal imagery, imaging sensors. So the ideal conditions are if you can get out there first thing in the morning when the sun is just coming up, but the sun’s kind of covered by clouds, um, that’s where you want to be. But then you say you take a pic or image and you do this of the front side of the blade, and then you go down to the backside. Now you have different conditions because there’s, it’s been. Shaded there, but the reason that you need to have the turbine in motion to have thermal data make sense is you need the friction, right? So you need a crack to sit there and kind of vibrate amongst itself and create a localized heat signature. Otherwise, the thermal [00:18:00] imagery doesn’t. Give you what you want unless you’re under the perfect conditions. Or you might be able to see, you know, like balsa core versus foam core versus a different resin layup and those kind of things that absorb heat at different rates. So you, you, you really need some specialist specialist knowledge to be able to assess this data as well. Allen Hall: Well, Yolanda, from the asset management side, how much money would you generate by keeping the turbines running versus turning them off for a standard? Drone inspection. What does that cost look like for a, an American wind farm, a hundred turbines, something like that. What is that costing in terms of power? Yolanda Padron: I mean, these turbines are small, right? So it’s not a lot to just turn it off for a second and, and be able to inspect it, right? Especially if you’re getting high quality images. I think my issues, a lot of this, this sounds like a really great project. It’s just. A lot of the current drone [00:19:00] inspections, you have them go through an AI filter, but you still, to be able to get a good quality analysis, you have to get a person to go through it. Right. And I think there’s a lot more people in the industry, and correct me if I’m wrong, that have been trained and can look through an external drone inspection and just look at the images and say, okay, this is what this is Then. People who are trained to look at the thermal imaging pictures and say, okay, this is a crack, or this is, you know, you have lightning damage or this broke right there. Uh, so you’d have to get a lot more specialized people to be able to do that. You can’t just, I mean, I wouldn’t trust AI right now to to be the sole. Thing going through that data. So you also have to get some sort of drone inspection, external drone inspection to be able to, [00:20:00] to quantify what exactly is real and what’s not. And then, you know, Joel, you alluded to it earlier, but you don’t have high quality images right now. Right? Because you have to do the thermal sensing. So if you’re. If you’re, if you don’t have the high quality images that you need to be able to go back, if, if, if you have an issue to send a team or to talk to your OE em or something, you, you’re missing out on a lot of information, so, so I think maybe it would be a good, right now as it stands, it would be a good, it, it’d be complimentary to doing the external drone inspections. I don’t think that they could fully replace them. Now.  Joel Saxum: Yeah, I think like going to your AI comment like that makes absolute sense because I mean, we’ve been doing external drone inspections for what, since 2016 and Yeah. And, and implementing AI and think about the data sets that, that [00:21:00] AI is trained on and it still makes mistakes regularly and it doesn’t matter, you know, like what provider you use. All of those things need a human in the loop. So think about the, the what exists for the data set of thermal imagery of blades. There isn’t one. And then you still have to have the therm, the human in the loop. And when we talk to like our, our buddy Jeremy Hanks over at C-I-C-N-D-T, when you start getting into NDT specialists, because that’s what this is, is a form of NDT thermal is when you start getting into specialist, specialist, specialist, specialist, they become more expensive, more specialized. It’s harder to do. Like, I just don’t think, and if you do the math on this, it’s like. They did this project for two years and spent 2 million US dollars per year for like 4 million US dollars total. I don’t think that’s the best use of $4 million right now. Wind,  Allen Hall: it’s a drop in the bucket. I think in terms of what the spend is over in Europe to make technologies better. Offshore wind is the first thought because it is expensive to turn off a 15 or 20 megawatt turbine. You don’t want to do that [00:22:00] and be, because there’s fewer turbines when you turn one off, it does matter all of a sudden in, in terms of the grid, uh, stability, you would think so you, you just a loss of revenue too. You don’t want to shut that thing down. But I go, I go back. To what I remember from a year and a half ago, two years ago, about the thermal imaging and, and seeing some things early on. Yeah, it can kind of see inside the blade, which is interesting to me. The one thing I thought was really more valuable was you could actually see turbulence on the blade. You can get a sense of how the blade is performing because you can in certain, uh, aspect angles and certain temp, certain temperature ranges. You can see where friction builds up via turbulence, and you can see where you have problems on the blade. But I, I, I think as we were learning about. Blade problems, aerodynamic problems, your losses are going to be in the realm of a percent, maybe 2%. So do you even care at that point? It, it must just come down then to being able to [00:23:00] keep a 15 megawatt turbine running. Okay, great. Uh, but I still think they’re gonna have some issues with the technology. But back to your point, Joel, the camera has to be either super, uh, sensitive. With high shutter speeds and the, and the right kind of light, because the tiff speeds are so high on a tiff speed on an offshore turbine, what a V 2 36 is like 103 meters per second. That’s about two hundred and twenty two hundred thirty miles per hour. You’re talking about a race car and trying to capture that requires a lot of camera power. I’m interested about what Quality Drone is doing. I went to that website. There’s not a lot of information there yet. Hopefully there will be a lot more because if the technology proves out, if they can actually pull this off where the turbines are running. Uh, I don’t know if to stop ’em. I think they have a lot of customers [00:24:00]offshore immediately, but also onshore. Yeah, onshore. I think it’s, it’s doable  Joel Saxum: just because you can. I’m gonna play devil’s advocate on this one because on the commercial side, because it took forever for us to even get. Like it took 3, 4, 5, 6 years for us to get to the point where you’re having a hundred percent coverage of autonomous drones. And that was only because they only need to shut a turbine down for 20 minutes now. Right. The speed’s up way up. Yeah. And, and now we’re, we’re trying to get internals and a lot of people won’t even do internals. I’ve been to turbines where the hatches haven’t been open on the blades since installation, and they’re 13 years, 14 years old. Right. So trying to get people just to do freaking internals is difficult. And then if they do, they’re like, ah, 10% of the fleet. You know, you have very rare, or you know, a or an identified serial of defect where people actually do internal inspections regularly. Um, and then, so, and, and if you talk about advanced inspection techniques, advanced inspection techniques are great for specific problems. That’s the only thing they’re being [00:25:00] accepted for right now. Like NDT on route bushing pullouts, right? They, that’s the only way that you can really get into those and understand them. So specific specialty inspection techniques are being used in certain ways, but it’s very, very, very limited. Um, and talk to anybody that does NDT around the wind industry and they’ll tell you that. So this to me, being a, another kind of niche inspection technology that I don’t know if it’s has the quality that it is need to. To dismount the incumbent, I guess is what I’m trying to say. Allen Hall: Delamination and bond line failures and blades are difficult problems to detect early. These hidden issues can cost you millions in repairs and lost energy production. C-I-C-N-D-T are specialists to detect these critical flaws before they become a. Expensive burdens. Their non-destructive test technology penetrates deep to blade materials to find voids and cracks. Traditional inspections [00:26:00] completely. Miss C-I-C-N-D-T Maps. Every critical defect delivers actionable reports and provides support to get your blades back in service. So visit cic ndt.com because catching blade problems early will save you millions. After five years of development, Alliant Energy is ready to build one of Wisconsin’s largest wind farms. The Columbia Wind Project in Columbia County would put more than 40 turbines across rural farmland generating about 270 megawatts of power for about 100,000 homes. The price tag is roughly $730 million for the project. The more than 300 landowners have signed lease agreements already, and the company says these are next generation turbines. We’re not sure which ones yet, we’re gonna talk about that, that are taller and larger than older models. Uh, they’ll have to be, [00:27:00] uh, Alliant estimates the project will save customers about $450 million over the 35 years by avoiding volatile fuel costs and. We’ll generate more than $100 million in local tax revenue. Now, Joel, I think everybody in Europe, when I talk to them ask me the the same thing. Is there anything happening onshore in the US for wind? And the answer is yes all the time. Onshore wind may not be as prolific as it was a a year or two ago, but there’s still a lot of new projects, big projects going to happen here. Joel Saxum: Yeah. If you’ve been following the news here with Alliant Energy, and Alliant operates in that kind of Iowa, Minnesota, Wisconsin, Illinois, that upper. Part of the Midwest, if you have watched a or listened to Alliant in the news lately, they recently signed a letter of intent for one gigawatt worth of turbines from Nordex.[00:28:00] And, uh, before the episode here, we’re doing a little digging to try to figure out what they’re gonna do with this wind farm. And if you start doing some math, you see 277 megawatts, only 40 turbines. Well, that means that they’ve gotta be big, right? We’re looking at six plus megawatt turbines here, and I did a little bit deeper digging, um, in the Wisconsin Public Service Commission’s paperwork. Uh, the docket for this wind farm explicitly says they will be nordex turbines. So to me, that speaks to an N 1 63 possibly going up. Um, and that goes along too. Earlier in the episode we talked about should you use larger turbines and less of them. I think that that’s a way to appease local landowners. That’s my opinion. I don’t know if that’s the, you know, landman style sales tactic they used publicly, but to only put 40 wind turbines out. Whereas in the past, a 280 megawatt wind farm would’ve been a hundred hundred, [00:29:00]20, 140 turbine farm. I think that’s a lot easier to swallow as a, as a, as a local public. Right. But to what you said, Alan. Yeah, absolutely. When farms are going forward, this one’s gonna be in central Wisconsin, not too far from Wisconsin Dells, if you know where that is and, uh, you know, the, the math works out. Alliant is, uh, a hell of a developer. They’ve been doing a lot of big things for a lot of long, long time, and, uh, they’re moving into Wisconsin here on this one. Allen Hall: What are gonna be some of the challenges, Yolanda being up in Wisconsin because it does get really cold and others. Icing systems that need to be a applied to these blades because of the cold and the snow. As Joel mentioned, there’s always like 4, 5, 6 meters of snow in Wisconsin during January, February. That’s not an easy environment for a blade or or turbine to operate in.  Yolanda Padron: I think they definitely will. Um, I’m. Not as well versed as Rosie as [00:30:00] in the Canadian and colder region icing practices. But I mean, something that’s great for, for people in Wisconsin is, is Canada who has a lot of wind resources and they, I mean, a lot of the things have been tried, tested, and true, right? So it’s not like it’s a, it’s a novel technology in a novel place necessarily because. On the cold side, you have things that have been a lot worse, really close, and you have on the warm side, I mean just in Texas, everything’s a lot warmer than there. Um, I think something that’s really exciting for the landowners and the just in general there. I know sometimes there’s agreements that have, you know, you get a percentage of the earnings depending on like how many. Megawatts are generated on your land or something. So that will be so great for that community to be able [00:31:00] to, I mean, you have bigger turbines on your land, so you have probably a lot more money coming into the community than just to, to alliance. So that’s, that’s a really exciting thing to hear.  Allen Hall: That wraps up another episode of the Uptime Wind Energy Podcast. If today’s discussion sparked any questions or ideas, we’d love to hear from you. Reach out to us on LinkedIn and don’t forget to subscribe so you never miss an episode. And if you found value in today’s discussion, please leave us a review. It really helps other wind energy professionals discover the show For Rosie, Yolanda and Joel, I’m Allen Hall and we’ll see you next time on the Uptime Wind Energy Podcast.

AGORACOM Small Cap CEO Interviews
Small Cap Breaking News: Don't Miss Today's Top Headlines 01/27/2026

AGORACOM Small Cap CEO Interviews

Play Episode Listen Later Jan 27, 2026 12:00


Small Cap Breaking News You Can't Miss!Here's a quick rundown of the latest updates from standout small-cap companies making big moves today.1) Nextech3D.ai (CSE: NTAR) Nextech3D.ai launched Nextech Credit™, a $1-for-1 (1 Credit = 1 USD) enterprise currency designed to simplify how large organizations buy and use its event and engagement services across Eventdex, Map D, and Krafty Labs. The company says one purchase order can now fund multiple teams (HR, Marketing, Ops, regional groups), with tiered benefits that reward larger annual commitments (from $25K up to $250K+). CEO Evan Gappelberg called it a key engine for 2026 expansion, aiming to drive stronger adoption and more predictable recurring revenue.2) PyroGenesis (TSX: PYR) PyroGenesis confirmed the successful delivery of a 4.5 MW plasma torch to a U.S. aeronautics and defense client under a contract valued at about $4.13M (US$3.13M). Installation and testing are expected to begin once remaining components arrive in the coming weeks, and the milestone has already triggered $1M in recent invoicing. Management says this delivery also supports the next phase: a planned scale-up to a 20 MW torch for the same customer.3) Radisson Mining (TSXV: RDS) Radisson reported new drill results at its 100%-owned O'Brien Gold Project in Québec, including 23.37 g/t gold over 4.0 metres (with 60.60 g/t over 1.5 metres) and the deepest intercept to date: 15.70 g/t over 1.1 metres at 1,620 metres vertical depth. The company says “Trend #1” mineralization now extends to 1,450 metres vertical depth, about 375 metres below the current resource envelope. Management highlighted continued consistency beneath historic workings, with multiple wedges delivering mineralized intercepts, and noted six rigs active with two more mobilizing.4) Lahontan Gold (TSXV: LG | OTCQB: LGCXF) Lahontan posted fresh results from its Santa Fe Mine Project in Nevada's Walker Lane, highlighting shallow oxide gold mineralization at Slab that extends below and beyond the current conceptual pit outline. Key intercepts include 68.6 metres at 0.45 g/t Au Eq (including 16.8 metres at 0.81 g/t Au Eq) and 41.2 metres at 0.32 g/t Au Eq. The company plans to fold these holes into an updated mineral resource estimate in the coming months, followed by an updated PEA, and says future pit outlines will also support state and federal permitting planned for later this year.5) Gladiator Metals (TSXV: GLAD) Gladiator released final 2025 assay results from Cowley at its Whitehorse Copper Project in Yukon, led by a standout near-surface intercept: 92 metres at 1.03% copper from 2 metres, within a broader 130 metres at 0.78% copper from 2 metres, with reported molybdenum plus gold and silver. The company now describes Cowley as having a footprint of roughly 1,200m strike, 450m width, and 300m depth, and says it remains open in all directions. Management also pointed to a new sub-parallel zone and highlighted its goal of delivering a maiden NI 43-101 inferred resource in 2026, supported by further drilling once permitting allows more systematic work.Want more breaking small-cap updates like this? Follow AGORACOM for daily market-moving news, and don't miss our podcast “The Public Company CEO Experiences” for firsthand insights straight from the leaders building these stories.

NESG Radio
International Day of Clean Energy : Accelerating a Just and Inclusive Clean Energy

NESG Radio

Play Episode Listen Later Jan 26, 2026 46:22


The United Nations General Assembly, designated 26 January as the International Day of Clean Energy to raise global awareness and accelerate action towards a just and inclusive clean energy transition. This transition is essential for climate stability, sustainable development, and reducing greenhouse gas emissions, as current energy systems remain heavily reliant on fossil fuels. Renewable energy sources solar, wind, hydro, biomass, and geothermal offer sustainable, low-emission alternatives. Beyond environmental benefits, these technologies can catalyse economic growth, create jobs, and enhance energy access, especially in underserved communities. Nigeria, Africa's largest economy and most populous nation, confronts a profound energy access crisis. Over 140 million Nigerians (71% of the population) lack reliable electricity, compelling widespread use of expensive, polluting diesel and petrol generators. Nigeria's Energy Transition Plan (ETP) sets a clear pathway to achieve net-zero emissions by 2060, balancing socio-economic realities with climate imperatives. Central to this plan is scaling renewable generation to account for 50% of the electricity mix by 2030, alongside universal energy access goals. Achieving these targets demands comprehensive regulatory reforms, increased capital investment, and strong private-sector engagement. Installed renewable capacity is expanding, with solar capacity exceeding 1,200 MW, largely through off-grid and rural electrification initiatives. Programs like the Nigeria Distributed Access through Renewable Energy Scale-up (DARES) supported by a $750 million World Bank credit and over $1 billion in leveraged capital aim to deliver clean energy to 17.5 million Nigerians via mini-grids and standalone solar systems (World bank 2023). Regionally, West Africa faces similar energy challenges. Sub-Saharan Africa accounts for 85% of the global population without electricity, despite substantial renewable potential. However, the region attracts a disproportionately small share of global clean energy investment, underscoring the urgent need for robust policies and financing mechanisms to enable equitable energy transitions.

The POWER Podcast
203. Five Years After Winter Storm Uri, a Texas Co-op Shares Its Lessons Learned

The POWER Podcast

Play Episode Listen Later Jan 20, 2026 27:03


Rayburn Electric Cooperative faced three years of power costs in five days during the 2021 storm. The experience transformed the organization's approach to risk, generation assets, and long-term planning. When Winter Storm Uri swept across Texas in February 2021, Rayburn Electric Cooperative found itself staring down a crisis that would reshape the organization's entire operational philosophy. The generation and transmission cooperative, which serves approximately 625,000 Texans across 16 counties northeast of Dallas, incurred three years' worth of power costs in just five days. “Bankruptcy was certainly one of the options on the table,” David Naylor, president and CEO of Rayburn Electric Cooperative, said as a guest on The POWER Podcast. “We were thankful we didn't have to go that route. We were able to come up with a solution where we paid everything we owed—and then we took a hard look in the mirror and asked ourselves what we needed to do differently.” That self-evaluation led to strategic decisions that fundamentally shifted Rayburn's power supply operations, transforming the cooperative from an organization with minimal owned generation resources into one that now owns and operates a major power plant—with another under construction. From Crisis to Acquisition Within two years of Uri, Rayburn acquired the Panda Sherman Power Plant, a 758-MW natural gas–fired combined cycle facility located just outside the cooperative's service territory. The acquisition doubled Rayburn's balance sheet, but Naylor said the plant checked critical boxes that emerged from the cooperative's post-Uri analysis. “When we looked at who benefited from Uri—or at least came out of it in a solid situation—it was the people who owned generation assets, and whose units ran,” Naylor explained. “The Panda Sherman plant performed great during Winter Storm Uri. It had room for additional capacity if we wanted to expand in the future. And for someone that was staring bankruptcy in the face a couple years earlier, winning that auction over several private equity companies was a tremendous success.” Building for Growth One concern Rayburn had when acquiring the Panda Sherman plant—now called Rayburn Energy Station (RES)—was its size. Leadership initially projected the cooperative wouldn't grow into the plant's capacity until 2030 or later. That timeline proved wildly optimistic. “We're projecting 25% growth over the next 10 years, and that's not counting any data centers or large loads—just normal organic growth,” Naylor said. “We grew into Rayburn Energy Station a lot faster than we anticipated.” That rapid growth prompted Rayburn to begin construction on a second gas plant at the same site. The cooperative secured turbines and transformers under contract in late 2024, with a commercial operation date targeted for June 2028. According to Naylor, the timing proved fortuitous: suppliers indicated that waiting just a couple more months would have resulted in significantly higher costs and delivery dates pushed out by three to four years. The project is supported in part by the Texas Energy Fund, a $10 billion pool of low-cost loans created by the Texas Legislature after Uri to incentivize new dispatchable generation. Of more than 125 initial applicants, only 17 were selected to advance—and Rayburn is the only cooperative among them.

Late Confirmation by CoinDesk
The Blockspace Pod: Galaxy's 830 MW Expansion, BitGo's $1.96B IPO, BitMine's $200M Bet on MrBeast

Late Confirmation by CoinDesk

Play Episode Listen Later Jan 16, 2026 32:44


Galaxy Digital landed a 830 MW approval from ERCOT, and MrBeast gets a $200M investment from BitMine. Subscribe to the Blockspace newsletter! Welcome back to The Blockspace Podcast! Today, Colin and Charlie dig into Galaxy's 830 MW ERCOT approval for its Helios site, CleanSpark's latest land acquisition in Texas, BitGo's $1.96B IPO prospectus, Semler shareholders voting yes on the merger with Strive, and the first change to Bitcoin's BIP process in 9 years. Finally, for this week's (truly odd) cry corner: BitMine is investing $200M into YouTuber MrBeast (yes, really). Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: * Galaxy Helios: 830MW approved * Clean Spark: 447 acres acquired * BitGo IPO: $1.96B valuation aim * BitMine: $200M to Beast Industries * Bitcoin Price: $97,000 recorded * Hash Price: Above $40/PH/Day Timestamps: 00:00 Start 02:17 Difficulty Report by Luxor 06:42 Galaxy 830 MW approval 10:30 CLSK land acquisition 15:37 BitGo IPO 19:00 ASST - SMLR deal approved 21:32 New BIP, who dis? 25:39 Cry corner: BMNR invests in MrBeast

Ordinarily Extraordinary - Conversations with women in STEM
143. Vinayasri Nidadavolu - Wind Engineer

Ordinarily Extraordinary - Conversations with women in STEM

Play Episode Listen Later Jan 14, 2026 42:58


In this episode, Kathy sits down with Vinayasri Nidadavolu, a specialist engineer in offshore wind energy at Siemens Energy. Vinaya's story spans continents, megawatts, and life stages — from earning a rare degree in wind engineering to climbing offshore turbines hundreds of kilometers out at sea, and now navigating her career as a new mother.Vinaya takes us inside the fascinating world of offshore wind turbines — explaining how today's turbines have grown from 2–3 megawatts to an astonishing 14–15 megawatts, and what it actually looks like to work on machines that can produce enough energy for two households with a single blade rotation.We talk about what it really takes to work offshore: the extensive safety and survival training, life aboard service vessels for weeks at a time, and what it feels like to climb, ride lifts, and work inside turbines that are now larger than many apartments. Vinaya shares vivid details about the physical, mental, and emotional demands of the job — and why she still considers it the best career decision she's ever made.The conversation also explores Vinaya's path into engineering, beginning with childhood curiosity and fixing broken appliances, through being the only woman in her mechanical engineering class, to choosing sustainability and renewable energy as her long-term focus. Her story is a powerful reminder that representation matters — and that girls belong everywhere curiosity leads them.As a new mom, Vinaya reflects on balancing motherhood with a demanding technical career, why she chose not to “compromise herself” professionally, and how leading by example matters more than ever. Her reflections on identity, resilience, and modeling possibility for the next generation are honest, thoughtful, and deeply relatable.In the Ask the (Not) Expert segment, Vinaya shares practical, no-nonsense advice on how to ask for a raise — especially for women — emphasizing documentation, advocacy, and the importance of asking more than once.We wrap up with rapid-fire questions that touch on self-care (never underestimate a single cup of coffee), courage, and why Vinaya believes her own life story may one day become her favorite STEM “book.”This is a wide-ranging, inspiring conversation about engineering at scale, renewable energy, confidence, and choosing not to shrink — even when life changes.Topics We Cover:What offshore wind engineers actually doHow wind turbines have evolved from 2 MW to 15 MWLife, safety training, and work on offshore service vesselsThe physical reality of climbing and working inside turbinesChoosing sustainability and renewable energy as a career pathBeing the only woman in the room — and staying anywayMotherhood, identity, and not compromising your careerHow (and why) to ask for a raiseLeading by example for the next generation of girls in STEMMusic by Kay PaulusSupport the show

The Money Show
SARS tightens tax rules for multinationals, Sim swap and fraud deepen telecom losses and the future of African business schools 

The Money Show

Play Episode Listen Later Jan 13, 2026 73:37 Transcription Available


Stephen Grootes speaks to Chris Yelland, Energy Expert and Journalist about whether Eskom’s legal challenge to NERSA over licenses granted to five private power producers has been stayed or paused. They also touch on Eskom’s Generation Recovery Plan, which has added 4,400 MW of capacity, and whether this boost makes electricity supply sustainable The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Late Confirmation by CoinDesk
The Blockspace Pod: Hut 8 Eyes 500MW Site, MSCI Keeps MSTR, Florida Revisits a BTC Reserve

Late Confirmation by CoinDesk

Play Episode Listen Later Jan 9, 2026 32:07


For today's roundup, Hut 8 waits on approval for a 500 MW site in Illinois, MSCI keeps MSTR in indices, and Florida tries again for a strategic bitcoin reserve. Subscribe to the Blockspace newsletter! Welcome back to The Blockspace Podcast! Today, Colin and Charlie give a temperature check on bitcoin mining stats, highlighting stats that show non-monetary transactions currently account for nearly 50% of all Bitcoin transactions. We also dig into Hut 8's plans for a 500 MW data center in Illinois, the latest hiring spree at Cipher Mining, Riot's updated compensation plan as they expand into AI, and MSCI's decision to keep Strategy (MSTR) in its indices. Finally, for this week's cry corner, Florida's renewed attempt at a Strategic Bitcoin Reserve.  Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: * Runes: 6.1M txs, 42% of volume last month * Hash price: $39/PH/day, fees near zero * Hut 8: 500MW, $4-5B site in Logan County, IL, pending zoning approval * Difficulty: 4 negative adjustments out of last 5 * Riot: Jason Chung in as CFO *Florida makes a second attempt at a strategic bitcoin reserve Timestamps 00:00 Start 02:37 Difficulty Report by Luxor 06:06 Hut 8 new data center 11:15 MSCI decision 13:26 Cipher adds Drew Armstrong, Lee Bratcher 18:07 Riot compensation changes, new CFO 22:33 Cry corner: Are SBRs back?

Clean Power Hour
The Clean Power Hour: Best of 2025 #326

Clean Power Hour

Play Episode Listen Later Dec 30, 2025 23:03 Transcription Available


#EP326 Happy Holidays! Today on the Clean Power Hour, Tim Montague breaks down his top 5 episodes of 2025, featuring conversations that shaped how we think about solar, storage, virtual power plants, microgrids, and AI. From Jigar Shah's call for the industry to become a political force to Spark AI's permitting breakthroughs, these episodes capture where clean energy is headed.Key Episodes Covered:Episode 304 - Jigar Shah85% of new grid capacity will be solar, wind, and batteriesFossil fuels outspend clean energy 10:1 on political lobbyingVPPs could shift 20% of peak load by 203020% of Americans struggle to afford their electricity billsEpisode 274 - Ryan Mayfield and Jayson Smith CPS America's Gonzo containerized battery (125-256 kWh)20-millisecond switchover for grid-forming capabilityDaisy chain up to 12 units for megawatt-scale deployments60% of CPS workforce dedicated to serviceEpisode 307 - Peter Kelly-Detwiler 1,500 MW of data center load disconnected in Virginia incidentPJM capacity prices jumped from $30 to $329 per MW-dayCalifornia VPPs dispatched 535 MW from 100,000 homesEpisode 310 - Jeff St. John (Canary Media) 93% of new U.S. grid additions were solar, batteries, and windTexas ERCOT grid now 50% solar, wind, and batteriesCalifornia VPPs show 2:1 cost-benefit ratioTexas allocated $1.8B for microgrids after Winter Storm UriEpisode 322 - Julia Wu and Anuj Saigal (Spark AI) Platform compresses 4-10 hours of research to secondsStandard Solar reduced acquisition diligence from months to one weekThree core use cases: site selection, regulatory monitoring, acquisition due diligenceBonus: Episode 296 - Mark Palmer (Conductor Solar)Most listened to and shared episode on SpotifyCovers PPAs, project finance, and tax credit swappingDiscusses tariffs, supply chain pressures, and state policy importanceEpisodes MentionedEp 304 - https://youtu.be/lGv6NoDlf70Ep 274 - https://youtu.be/QxLIzBSM-lQEp 307 - https://youtu.be/apMrWUz7TV8Ep 310 - https://youtu.be/76PDeZ7ZGpsEp 322 - https://youtu.be/B3t0cpvTT-YEp 296 - https://youtu.be/aj_zNnpAUk8 Support the showConnect with Tim Clean Power Hour Clean Power Hour on YouTubeTim on TwitterTim on LinkedIn Email tim@cleanpowerhour.com Review Clean Power Hour on Apple PodcastsThe Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: CleanPowerHour@gmail.com Corporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/The Clean Power Hour is brought to you by CPS America, maker of North America's number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com

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Energizing Bitcoin
Is AI Pricing Bitcoin Mining Out of North America?

Energizing Bitcoin

Play Episode Listen Later Dec 30, 2025 61:01


Is Bitcoin mining getting squeezed out of North America or is it about to evolve into its next, off-grid chapter?In this episode, Jake Corley (@jacobcorley) and Justin Ballard (@JLB_Oso) sit down with Matt Williams (Luxor) to unpack what's changing in the mining and power markets and why Luxor just launched an energy business inside ERCOT to become a true “one-stop shop” for miners.From netting mining rewards against power bills to using BTC as collateral, from AI/HPC demand pressuring grid capacity to the comeback of smaller 5–20 MW sites, this conversation connects the dots between power markets, miner survival, and the next wave of infrastructure.We explore: ⚡ Why Luxor launched an ERCOT retail power offering and how it integrates with pools, firmware, and hash-rate derivatives ⚡ The miner pain point nobody stops talking about: deposits, cash drag, and capital efficiency (BTC collateral, automated payments, reward netting) ⚡ What AI/HPC demand is doing to energy pricing, grid stability, and North American hashrate growth (plateau vs migration) ⚡ Why “mega-sites” may permanently shift to AI and where Bitcoin mining still wins (flexible load, grid services, speed-to-energize) ⚡ The market reality: 50+ MW sites are hard to energize fast, and 10–20 MW sites are back in play ⚡ Hash price cycles, breakevens, and why disciplined operators with low overhead can stack through the ugly periods ⚡ The on-grid vs off-grid tradeoff and why oil & gas companies with stranded gas may be the best-positioned to scale off-grid mining ⚡ A quick reality check on AI infrastructure economics: margin compression, monetization uncertainty, and why the “bubble” debate isn't going awayIt's Power x Bitcoin x AI and the operators who understand all three will have the edge.

The POWER Podcast
202. Amazon Data Centers Aren't Raising Your Electric Bills—They May Be Lowering Them

The POWER Podcast

Play Episode Listen Later Dec 29, 2025 26:42


As electricity demand from data centers continues to surge, a persistent question has dogged the industry: Are residential ratepayers footing the bill for massive tech infrastructure? According to Amazon Web Services (AWS) and an independent study it commissioned, the answer is a definitive no. As a guest on The POWER Podcast, Mandy Ulrich, senior manager of energy and water for Americas East at AWS, outlined the company's energy strategy and discussed findings from a study by Energy and Environmental Economics Inc. (E3) that examined how Amazon data centers impact local power systems. Study Finds Data Centers Generate Surplus Revenue The E3 study evaluated Amazon data centers across a diverse set of utility territories, including large investor-owned utilities such as Pacific Gas and Electric (PG&E) and Dominion Energy, mid-size utilities like Entergy, and cooperatives such as Umatilla Electric Cooperative in the Pacific Northwest. “The simple answer is that Amazon data centers are not being subsidized by other utility customers,” Ulrich said. The study projects that Amazon's data centers will generate $33,500/MW of surplus value in 2025, increasing to $60,650/MW by 2030. For a typical 100-MW Amazon data center, that translates to $3.4 million in surplus revenues in 2025 and approximately $6.1 million by 2030. These surplus funds—revenues above the utility's regulated rate of return—can be used by utilities to modernize grid infrastructure, improving reliability for all customers. Grid Investment Benefits All Customers The study found that Amazon data centers are driving investments in grid infrastructure that support not just their own operations but also local residential and commercial growth. Ulrich pointed to Entergy Mississippi as a prime example, where the utility is using investments from Amazon and other large customers to fund a $300 million “Superpower Mississippi” grid reliability campaign—at no cost to residential customers—targeting a 50% reduction in outages within five years. Innovative Rate Structures Prevent Cost-Shifting While the E3 study validates that existing rate policies have been effective in preventing cross-subsidization, Ulrich emphasized that AWS continues to work with utilities on innovative approaches to ensure large industrial customers pay their fair share. She highlighted a Northern Indiana Public Service Co. (NIPSCO) project as a “groundbreaking model.” Under this first-of-its-kind agreement, Amazon is investing in 3 GW of electrical capacity, with 2.4 GW dedicated to data center operations and 600 MW reserved specifically to support grid reliability for all NIPSCO customers. The structure creates a separate generation company (GenCo) that operates under a “commercial contract term,” Ulrich explained. By operating as a separate entity, GenCo isolates the cost of new growth to data centers. “The data center companies that drive new demand for electricity will fund the generation and transmission infrastructure they require, ensuring that regular customers don't shoulder those costs, even if the customer leaves before contract completion,” NIPSCO said in a Nov. 24 press release. “NIPSCO's existing customers will have no financial responsibility for powering Amazon data centers,” Ulrich said. NIPSCO said, “This structure is expected to provide value to customers by generating approximately $1 billion in cost savings that will be returned to current NIPSCO customers as credits on monthly electric bills over the project's 15-year duration.”