Podcasts about MW

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Best podcasts about MW

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Latest podcast episodes about MW

The MAD Podcast with Matt Turck
Intelligence Isn't Enough: Why Energy & Compute Decide the AGI Race – Eiso Kant

The MAD Podcast with Matt Turck

Play Episode Listen Later Nov 6, 2025 66:28


Frontier AI is colliding with real-world infrastructure. Eiso Kant (Co-CEO & Co-Founder, Poolside) joins the MAD Podcast to unpack Project Horizon— a multi-gigawatt West Texas build—and why frontier labs must own energy, compute, and intelligence to compete. We map token economics, cloud-style margins, and the staged 250 MW rollout using 2.5 MW modular skids.Then we get operational: the CoreWeave anchor partnership, environmental choices (SCR, renewables + gas + batteries), community impact, and how Poolside plans to bring capacity online quickly without renting away margin—plus the enterprise motion (defense to Fortune 500) powered by forward deployed research engineers.Finally, we go deep on training. Eiso lays out RL2L (Reinforcement Learning to Learn)— aimed at reverse-engineering the web's thoughts and actions— why intelligence may commoditize, what that means for agents, and how coding served as a proxy for long-horizon reasoning before expanding to broader knowledge work.PoolsideWebsite - https://poolside.aiX/Twitter - https://x.com/poolsideaiEiso KantLinkedIn - https://www.linkedin.com/in/eisokant/X/Twitter - https://x.com/eisokantFIRSTMARKWebsite - https://firstmark.comX/Twitter - https://twitter.com/FirstMarkCapMatt Turck (Managing Director)Blog - https://www.mattturck.comLinkedIn - https://www.linkedin.com/in/turck/X/Twitter - https://twitter.com/mattturck(00:00) Cold open – “Intelligence becomes a commodity”(00:23) Host intro – Project Horizon & RL2L(01:19) Why Poolside exists amid frontier labs(04:38) Project Horizon: building one of the largest US data center campuses(07:20) Why own infra: scale, cost, and avoiding “cosplay”(10:06) Economics deep dive: $8B for 250 MW, capex/opex, margins(16:47) CoreWeave partnership: anchor tenant + flexible scaling(18:24) Hiring the right tail: building a physical infra org(30:31) RL today → agentic RL and long-horizon tasks(37:23) RL2L revealed: reverse-engineering the web's thoughts & actions(39:32) Continuous learning and the “hot stove” limitation(43:30) Agents debate: thin wrappers, differentiation, and model collapse(49:10) “Is AI plateauing?”—chip cycles, scale limits, and new axes(53:49) Why software was the proxy; expanding to enterprise knowledge work(55:17) Model status: Malibu → Laguna (small/medium/large)(57:31) Poolside's Commercial Reality today: defense; Fortune 500; FDRE (1:02:43) Global team, avoiding the echo chamber(1:04:34) Next 12–18 months: frontier models + infra scale(1:05:52) Closing

Irish Tech News Audio Articles
Techworks Marine Commences Metocean Survey for National Offshore Wind Project on Ireland's South Coast

Irish Tech News Audio Articles

Play Episode Listen Later Nov 5, 2025 2:12


TechWorks Marine has commenced a comprehensive year-long metocean survey in Maritime Area A - Tonn Nua, of the Irish Government's South Coast Designated Maritime Area Plan (SC-DMAP), supporting EirGrid's Powering Up Offshore South Coast project. Commissioned by Fugro, EirGrid's appointed marine survey supplier, the survey will deliver vital baseline oceanographic and environmental data to support the development of offshore substations and grid connections along Ireland's south coast. This flagship initiative aims to connect 900 MW of offshore wind generation to Ireland's power network, accelerating national progress toward the government's target of 80% renewable energy and at least 5 GW of offshore wind in the coming years.. The Tonn Nua site is a designated area for spatially planned offshore wind, selected for its pivotal role in achieving Ireland's climate action goals and enhancing energy security for nearly a million homes. TechWorks Marine, the leading Irish-based supplier to Fugro on Powering Up Offshore South Coast, brings over 20 years of specialist expertise in metocean data collection and analysis. The data gathered will help inform the design and delivery of robust infrastructure for clean energy and support regional economic development. Charlotte O'Kelly, CEO of TechWorks Marine, commented: "We are delighted to support EirGrid and Fugro on this landmark project for Ireland's energy transition. Our team is committed to delivering world-class oceanographic data that underpins a resilient, sustainable, renewable energy system on the south coast." Speaking about the 2025 survey campaign, Chief Transformation, Technology and Offshore Officer at EirGrid, Liam Ryan, said: "These surveys would not be possible without a huge amount of coordination and strategic planning of staff across EirGrid, our strategic partners, fishing communities and local landowners. The data being gathered from this research is essential in shaping plans for the installation of this transmission infrastructure for offshore wind and creating a cleaner energy future for Ireland."

Carbotnic
Building Clean Data Center Infrastructure with Gabe Messercola

Carbotnic

Play Episode Listen Later Nov 4, 2025 34:13


In this episode, James talks with Gabe Messercola, Director of Data Center Solutions at EDF. Gabe shares his journey from studying environmental policy and working as a rock climbing instructor to building renewable energy projects at Nexamp and leading innovative data center strategies at EDF. With deep experience in asset management and power markets, Gabe now focuses on aligning renewable generation with high-demand loads like data centers and flexible industrial users.They discuss the evolving relationship between renewables, load growth, and AI-driven data center demand. Gabe explains how EDF is solving curtailment and congestion challenges by co-locating load at underutilized wind and solar sites. He highlights EDF's work with Soluna on a 166 MW behind-the-meter data center and dives into the regulatory, technical, and financial structures enabling this model. The conversation also tackles the critical role of market incentives, competitive retail, and grid flexibility to unlock fast deployment and sustainable scale.How co-located data centers are unlocking value from stranded renewable assetsThe ERCOT PUN model and its role in hybrid project designThe tension between AI uptime requirements and grid flexibilityWhy competitive retail markets like Texas are leading clean energy innovationThis episode is a must-listen for anyone interested in the intersection of data centers, clean energy, and infrastructure innovation.Paces helps developers find and evaluate the sites most suitable for renewable development. Interested in a call with James, CEO @ Paces?

KVNU On Demand
Aggie Call BB: USU 110 Westminster 54

KVNU On Demand

Play Episode Listen Later Nov 4, 2025 67:31


Utah State men's basketball opened its 2025-26 season with a dominant 110-54 victory over Westminster inside the Dee Glen Smith Spectrum on Monday night. The Aggies controlled the game from the start, with five different players scoring in double figures. Senior guard MJ Collins Jr. led the explosive performance, pacing the team with 23 points. The decisive victory marks a strong start to the season for the Aggies (1-0, 0-0 MW). Utah State will head on the road this weekend as it travels to Frisco, Texas, for a neutral site matchup against VCU on Friday. Hear reactions from Coach Jerrod Calhoun, players and fans. 

Late Confirmation by CoinDesk
THE MINING POD: CoreWeave-Core Scientific Deal Fails, CleanSpark Eyes 285 MW AI Site, TeraWulf's $9.5B Fluidstack Deal

Late Confirmation by CoinDesk

Play Episode Listen Later Oct 31, 2025 43:25


Core Scientific shareholders voted no on CoreWeave's $9 billion acquisition proposal, and CleanSpark acquired a Texas site for a 285 MW AI site. Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! For this week's roundup, we break down Core Scientific shareholders voting NO on the $9B CoreWeave acquisition, CleanSpark's plans for a new 285 megawatt Texas site for AI workloads, and TeraWulf's record 25-year contract with FluidStack. Plus, Ethan Vera from Luxor joins to analyze the ASIC market and where hash rate growth is really coming from. And for this week's cry corner, why the filter soft fork is doomed to fail. Notes:  • Core Scientific shareholders rejected CoreWeave deal • Hashprice dropped to $43.73 per petahash daily • Difficulty adjusted upward 6.3% • Hashrate reached 1.1 zettahash on 7-day average • CleanSpark acquired Texas site with 300 MW pipeline • TeraWulf signed 25-year deal with FluidStack Timestamps: 00:00 Start 02:09 Difficulty Report by Luxor 07:47 ASIC market update 12:01 CORZ deal fails 22:14 CleanSpark data center acquisition 27:51 WULF $9.5B FS extension 33:36 Cry Corner: Fork time?

Hashr8 Podcast
Core Scientific-CoreWeave Deal Fails, CleanSpark Eyes 285 MW AI Site, TeraWulf's $9.5B Fluidstack Deal

Hashr8 Podcast

Play Episode Listen Later Oct 31, 2025 43:25


Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! For this week's roundup, we break down Core Scientific shareholders voting NO on the $9B CoreWeave acquisition, CleanSpark's plans for a new 285 megawatt Texas site for AI workloads, and TeraWulf's record 25-year contract with FluidStack. Plus, Ethan Vera from Luxor joins to analyze the ASIC market and where hash rate growth is really coming from. And for this week's cry corner, why the filter soft fork is doomed to fail. Notes:  • Core Scientific shareholders rejected CoreWeave deal • Hashprice dropped to $43.73 per petahash daily • Difficulty adjusted upward 6.3% • Hashrate reached 1.1 zettahash on 7-day average • CleanSpark acquired Texas site with 300 MW pipeline • TeraWulf signed 25-year deal with FluidStack Timestamps: 00:00 Start 02:09 Difficulty Report by Luxor 07:47 ASIC market update 12:01 CORZ deal fails 22:14 CleanSpark data center acquisition 27:51 WULF $9.5B FS extension 33:36 Cry Corner: Fork time?

Meta & Fysikken
Meta & Fysikken: Afsnit 114: Klima-status.

Meta & Fysikken

Play Episode Listen Later Oct 31, 2025 50:33


Vi tager lige en status på klimaet, her Oktober 2025.1: Ocean Warming2: Koralrev3:Tipping Points4: Permafrost i Rusland5: Hvad gør vi med den CO2 vi indfanger?6: Fuel Cells / Green Hydrogen plant7: Kelp Farming in Norway------------------------------------------------1 : Ocean warming : https://www.sciencealert.com/ocean-warming-threatens-microbe-that-makes-nearly-a-third-of-earths-oxygenJeff Berardelli (meterolog USA):It's hard to overstate just how off the charts warm the Pacific is right now. The swath of the basin from California to Japan (a HUGE area) from 25N to 60N is ~3F (1.6C) above normal. To put it into math terms that is 6 Sigma/ standard deviations above the mean. I won't bother calculating the chances of this happening against the late 20th century climate - let alone the pre-industrial climate - because the numbers would show it simply could never happen without global warming.So let's talk about why this is happening. Since the last El Nino a couple of years ago the ocean has been rearranging its warm/cool water, as it typically does as a normal part of it's natural oscillation. (This summer a record ridge/ heat dome was parked over the N Pacific).But each next time this configuration lines up (warm north Pacific/ cool tropical Pacific) it piles on a higher and higher baseline temperature over time due to greenhouse warming, air pollution reduction, and the feedbacks (clouds & direct insolation) of both. So we end up with the bottom chart which shows the standardized anomaly (departure from normal) is sloping upward at a very unnatural and alarming rate.2: Koralrevhttps://www.dr.dk/nyheder/viden/klima/ny-rapport-det-er-saa-godt-som-uundgaaeligt-verdens-koralrev-kollapserhttps://videnskab.dk/naturvidenskab/oejenaabner-genopretning-af-koraller-kan-ikke-redde-verdens-rev/3: Tipping Pointshttps://videnskab.dk/naturvidenskab/tipping-points-lyder-skraemmende-men-der-er-haab-endnu/4: Permafrost i Rusland:https://videnskab.dk/naturvidenskab/klimabombe-i-rusland-danske-forskere-advarer-om-alvorlig-mangel-paa-videnOgså:Eksploderende Methan gas i Siberien:https://www.sciencealert.com/mysterious-giant-exploding-craters-in-siberia-may-finally-be-explained5:Hvad gør vi med den CO2 vi indfangerhttps://videnskab.dk/teknologi/hvad-goer-vi-med-den-co2-vi-fanger/Vi sender noget af den tilbage til oliefelterne vi har tømt i de danske farvande. Kilde: Royalt halløj----------------------------6: Tysklands største Hydrogen fabrik:Germany's largest commercial renewable hydrogen factory is the 10 MW plant in Schwäbisch Gmünd, opened by Lhyfe in October 2025. The facility can produce up to 4 tons of renewable hydrogen per day and is Lhyfe's largest outside of France. While it's the largest operational commercial plant, there are larger-scale projects planned for the future in Germany, such as a 130 MW plant planned for Prenzlau by ENERTRAG. https://engineerine.com/largest-green-hydrogen-plant/https://www.lhyfe.com/press/lhyfe-inaugurates-germanys-largest-commercial-renewable-hydrogen-production-site-in-baden-wurttemberg-to-distribute-rfnbo-certified-hydrogen-to-a-range-of-players/A green hydrogen factory is good for the climate because it can be produced using renewable energy, with zero greenhouse gas emissions, and can replace fossil fuels in sectors that are hard to electrify, like heavy industry. When used in a fuel cell, hydrogen only releases water vapor and warm air, making it a clean energy carrier that can also store and deliver renewable energy. #Hydrogen Fuel Cell makes electricity directly. They also produce water vapor, heat and, depending on the fuel source, very small amounts of nitrogen dioxide and other emissions.-------------------------7: Kelp farming in Norwayhttps://www.dnv.com/news/2024/new-seaweed-farm-off-the-norwegian-coast-seeks-to-remove-co2-from-the-atmosphere-252006/--------------------------------8: State of Climate Action 2025:https://www.wri.org/research/state-climate-action-2025" It finds that recent progress toward 1.5°C-aligned targets has largely failed to materialize at the required pace and scale and highlights where action must accelerate this decade to reduce greenhouse gas emissions, scale up carbon removal and increase climate finance."" Although more than three-quarters of indicators are heading in the right direction, progress is alarmingly inadequate, exposing communities, economies and ecosystems to unacceptable risks. Global efforts across 29 indicators are “well off track,” such that at least a twofold—and for most, more than a fourfold—acceleration will be required this decade to keep the 1.5°C limit within reach. "Getting on track for 2030 and staying on track for 2035 demands an enormous acceleration of efforts across every sector. The world must, for example:Phase out coal more than ten times faster — equivalent to retiring nearly 360 average-sized coal-fired power plants each year and halting all projects in the pipeline.Reduce deforestation nine times faster. Current levels are far too high — roughly equivalent to permanently losing nearly 22 football (soccer) fields of forest every minute in 2024.Expand rapid transit networks five times faster — equivalent to building at least 1,400 km (870 miles) of light rail, metro and bus lanes annually.Lower consumption of beef, lamb and goat meat in high-consuming regions five times faster — equivalent to reducing consumption by 2 or fewer servings per week in North and South America, Australia and New Zealand.Scale technological carbon dioxide removal more than ten times faster — equivalent to building nine of the largest direct air capture facilities currently under construction each month.Increase climate finance by nearly $1 trillion annually — equivalent to roughly two-thirds of public fossil fuel finance in 2023.

C.O.B. Tuesday
"The Middle East is Positioning Itself As A Switzerland Of AI Infrastructure" Featuring Obinna Isiadinso, IFC

C.O.B. Tuesday

Play Episode Listen Later Oct 29, 2025 64:26


Today we had the pleasure of hosting Obinna Isiadinso, Global Sector Lead for Data Center Investments at the International Finance Corporation (IFC), a member of the World Bank Group and the largest global development institution focused on the private sector in emerging markets. Obinna leads investment teams on valuation and execution considerations, reviews private equity and credit transaction structures, and participates in transaction negotiations in the Data Center and Cloud sectors in emerging markets globally. He is also the author of the Global Data Center Hub on Substack (linked here). His career spans private equity, infrastructure, and real assets. We were thrilled to host Obinna and learn from him on one of today's most dynamic topics. In our discussion, Obinna outlines the IFC's role as the private financing arm of the World Bank, shares his background in private equity and digital infrastructure, and describes his current global portfolio focus. He explains the IFC's structure and mission to achieve commercial returns while ensuring developmental impact, its ~$100 billion balance sheet, and dual role as a lender and equity investor. We cover the IFC's role in digital infrastructure and data centers, why data centers matter for emerging market development, the IFC's investment approach and capital structure, and Obinna's Substack, which tracks and summarizes global data center activity. We discuss global market sizing (U.S. ~30 GW; Northern Virginia 3–4 GW; Europe FLAP-D ~1-1.5 GW each; South America ~1 GW; Africa ~500 MW, ~250 MW in South Africa; India ~1.2-1.3 GW; China ~3-4 GW; Malaysia ~250 MW with ~1 GW pipeline in 3-5 years), the growth outlook with hyperscalers planning to add 30-50 GW in 3-5 years and roughly ~$400 billion capex this year, cost benchmarks ($10-12 million/MW plus chips), build times, EBITDA economics, current valuation multiples, the evolving fuel mix, and the IFC's sustainability criteria. Obinna summarizes the IFC's market-by-market approach to energy sourcing, rising power demand in emerging markets (and potential competition for scarce power), the IFC's initiatives to expand generation and grid capacity in Africa, and the Middle East's bid to be a ‘Switzerland of AI Infrastructure.' We ended by asking Obinna for key trends he's watching including diversification of AI models, continuous training workloads, and growing private credit participation. It was a fascinating conversation and we can't thank Obinna enough for joining and sharing his insights. We look forward to staying in touch. Mike Bradley noted that this will be a pivotal week for markets, with the FOMC rate decision on Wednesday, a slew of Q3 reports from Big AI/Tech and Energy/Electricity companies throughout this week, and an OPEC+ meeting being held over the weekend. In the bond market, the 10-year bond yield continues to be stuck in the 4% range. The Fed is expected to cut interest rates by 25bps both this week and again in December. On the oil market front, WTI price has slipped back to ~$60/bbl as oil traders seem fixated again on the 2026 oil supply surplus rather than Russian oil sanctions. OPEC+ is expected to raise November oil production by another 137kbpd (similar to October) at this weekend's OPEC+ meeting. At Veriten, we still envision oil markets in 2026 being a “tale of two markets” with 1H26 being challenged and 2H26 being pretty constructive. In global market news, President Javier Milei's party scored a major win in Argentina's legislative elections, sending bond yields lower, the peso modestly higher, and a 20%+ surge in the Argentina stock market. On the broader equity market front, the S&P 500 continues to reach new highs with this week's move mostly due to optimism of a China-U.S. trade deal. A handful of Big AI/Tech names will be reporting this week (AAPL, AMZN, GOOG, META & MSFT) which could increase broader marke

The Moos Room
Episode 318 - Cattle, Shade & Solar: What Agrivoltaics Really Looks Like (with Anna Clare) - UMN Extension's The Moos Room

The Moos Room

Play Episode Listen Later Oct 27, 2025 58:58


Brad kicks off a solo episode (recorded before a trip to Germany) and turns the mic to rangeland scientist Anna Clare for a deep dive into “the solar savanna”—treating solar arrays on grasslands as functioning grazing ecosystems. She shares early results from Silicon Ranch's Cattle Tracker research on integrating cattle (not just sheep) with PV systems. Brad follows with University of Minnesota's on-farm demos: panel heights that work for cattle, heat-stress reductions, forage performance under panels, and a mobile, battery-equipped shade/solar rig. If you're curious how and when cattle can safely graze under solar, this one's packed with data and practical design tips.Key takeawaysSolar as savanna: Think of arrays as shade “canopies” over grasslands—manage them as grazing systems with soils, roots, pollinators, and large herbivores in mind.Cattle can work under PV: Moving from sheep to cattle is feasible when arrays are designed with animal size/behavior in mind.Panel height matters: In controlled mockups, animal interactions dropped 43% from 2.0→2.5 m and 59% at 3.0 m. Cattle never touched panels; most curiosity was with dampers—a design hotspot.Ecosystem wins: Under-panel zones showed higher soil moisture and lower soil temperatures, favoring cool-season grasses and legumes; regrowth dynamics can improve after grazing passes.Animal welfare benefits: UMN trials showed lower respiration rates and 0.5–1.0 °F lower internal body temperatures during hot afternoons for shaded cows—meaningfully less heat stress.Forage production holds up (or improves): Certain mixes (e.g., orchardgrass, meadow fescue; grass-legume combos) produced equal or greater biomass under panels with no drop in nutritive value.Design for cattle, not fear: After a decade of on-farm experience, Brad's team hasn't seen cattle damage panels; people and tractors are more likely risks than cows.Practical layouts: Keep inverters outside fences, route wiring high/inside racking, and allow equipment lanes; rotational grazing and (potentially) virtual fencing fit well.Innovation on wheels: A 20 kW mobile bifacial shade rig with onboard batteries can power irrigation, fencing, and even an electric tractor—bringing agrivoltaics to wherever cattle need relief.Research & projects mentionedSilicon Ranch – Cattle Tracker: multi-year cattle-PV integration study; Phase 2 is a 4.5 MW Tennessee “outdoor test lab” comparing array vs. open pasture for behavior, space use, health/performance, plus mirrored ecosystem monitoring.Comprehensive literature review (AGU Earth's Future – in press): Maps intersections among livestock–solar–land, identifies six research gaps (integration, layered ecology, modeling, best practices, social dimensions, collaborative science).UMN Morris agrivoltaics demos: Fixed-tilt arrays at 6–8 ft (1.8–2.4 m) leading edge; 0.5 MW pasture array powering campus; vertical bifacial and crop-under-PV pilots coming; EV fast charger powered by cow-shade solar.Who it's forDevelopers, ranchers, extension pros, and policy folks exploring dual-use solar that keeps grasslands working and cattle comfortable.Questions, comments, scathing rebuttals? -> themoosroom@umn.edu or call 612-624-3610 and leave us a message!Linkedin -> The Moos RoomTwitter -> @UMNmoosroom and @UMNFarmSafetyFacebook -> @UMNDairyYouTube -> UMN Beef and Dairy and UMN Farm Safety and HealthInstagram -> @UMNWCROCDairyExtension WebsiteAgriAmerica Podcast Directory 

ThePrint
CutTheClutter: All about India's largest hydroelectric dam, the 2000MW Lower Subansiri Project in Arunachal Pradesh

ThePrint

Play Episode Listen Later Oct 27, 2025 23:35


More than 20 years after its commissioning, the Lower Subansiri Project has begun its test run. The first of 8 units is now being wet trialled. By April-May next year, all units are expected to be commissioned, which will mean this project -- on the Arunachal-Assam border -- will produce 2000 MW of hydroelectric power, making it India's largest such project.----more----Read Moushumi Das Gupta report here: https://theprint.in/india/while-china-builds-its-mega-dam-on-brahmaputra-indias-long-delayed-subansiri-marks-key-milestone/2771548/----more----Read Ministry of environment and forest 2015 report here: https://moef.gov.in/uploads/2018/04/Volume-I.pdf----more----Watch full episode of CutTheClutter here: https://youtu.be/qSVgSN1WFJ4

The Uptime Wind Energy Podcast
Germany Hits Negative Prices As France Goes Subsidy-Free

The Uptime Wind Energy Podcast

Play Episode Listen Later Oct 27, 2025 4:27


This episode covers three major wind power milestones: Germany hitting 51 GW of wind output with negative electricity prices, France launching its first floating offshore wind farm without subsidies, and Australia's Goyder South becoming South Australia's largest wind farm at 412 MW. Sign up now for Uptime Tech News, our weekly email update on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard's StrikeTape Wind Turbine LPS retrofit. Follow the show on Facebook, YouTube, Twitter, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes' YouTube channel here. Have a question we can answer on the show? Email us! Welcome to Uptime News. Flash Industry News Lightning fast. Your host, Alan Hall, shares the renewable industry news you may have missed. Allen Hall 2025: There is news today from three continents about wind power in Germany. Last Friday, the wind began to blow storm Benjamins swed across the northern regions. Wind turbines spun faster and faster. By mid-morning wind output hit 51 gigawatts. That's right. 51 gigawatts the highest. Since early last year, wind and solar together met nearly all of Germany's electricity needs, and then something happened that would have seemed impossible. 20 years ago, the price of electricity went negative. Minus seven euros and 15 cents per megawatt hour. Too much wind, too much power, not enough demand. Meanwhile, off the coast of Southern [00:01:00] France, dignitaries gathered for a celebration. The Provenance Grand Large floating offshore wind farm. 25 megawatts. Three Siemens Gamesa turbines mounted on floating platforms. France's first floating offshore wind project. a real milestone, but here is what caught everyone's attention. No government subsidies. EDF, Enbridge and CPP investments. Finance the entire project themselves. Self-finance, offshore wind in France. Halfway around the world in South Australia, Neoen inaugurated Goyder South. 412 megawatts, 75 turbines, the largest wind farm in the state, the largest in Neoen portfolio. It will generate 1.5 TERAWATT hours annually. That's a 20% increase in South Australia's total wind generation.[00:02:00] The state is racing towards 100% net renewables by 2027. Goyder South created 400 construction jobs, 12 permanent positions, over 100 million Australian dollars in local economic impact. Three different stories, three different continents, Europe, Asia Pacific, all celebrating wind power. But there is something else connecting these projects. Something the general public does not see something only industry professionals understand. 20 years ago, wind energy was expensive, subsidized, and uncertain . Critics called it a fantasy that would never compete with coal or natural gas. Today, Germany has so much wind power that prices go negative. France builds offshore wind farms without government money. Australia bets its entire energy future on renewables, and here is the number that tells the real [00:03:00] story. In 2005, global wind power capacity was 59 gigawatts. Today it exceeds 1000 gigawatts the cost per megawatt hour. It has dropped about 85%. Wind power went from the most expensive electricity source to one of the cheapest in about two decades faster than pretty much anyone had predicted, cheaper than anyone had really forecasted. the critics said it could not be done, and the skeptics said it would never compete. The doubters said it was decades away, and they were pretty much all wrong. Today France celebrates its first commercial scale floating offshore wind farm. And Germany's grid operator manages negative prices as routine Australia plans to run an entire state on renewable energy. Within about two years, the impossible became inevitable, and you, the wind energy professionals listening to this, you [00:04:00] made it happen. Engineers, technicians, project managers, turbine designers,

Ancient History Hound
Witches in ancient Rome

Ancient History Hound

Play Episode Listen Later Oct 26, 2025 26:59


It's that time of the year for a Night of the Livy Dead halloween special! This time it's about witches and magic in ancient Rome. From what defined a witch through to examples in Roman literature. Please rate or review if you can. Music by Brakhage (Le Vrai Instrumental). No episode notes but see below for a list of books used in this episode (aside from original sources). Ed Ankarloo & Clark. Witchcraft and Magic in Europe Dickie, MW. Magic & Magicians in the Graeco Roman World Lefkowitz & Kant. Women's Life in Greece & Rome. Luck, G. Witches and sorcerers in classical literature. Ogden, D. Magic, Witchcraft, and Ghosts in the Greek and Roman Worlds: A Source Book  

Elektroauto News: Podcast über Elektromobilität
Eichrecht beim Laden: Was Zähler wirklich leisten

Elektroauto News: Podcast über Elektromobilität

Play Episode Listen Later Oct 26, 2025 30:12


In der aktuellen Podcast-Folge habe ich mit Michael Zintl gesprochen, Geschäftsführer der DZG Metering GmbH aus Regensburg. Michael kommt ursprünglich aus der Automobilbranche, war viele Jahre bei Continental tätig und verantwortete dort den Bereich Sensorik. Seit zwei Jahren leitet er die DZG Metering, ein Unternehmen mit über 100 Jahren Erfahrung im Haushaltszählergeschäft, das sich seit 2020 erfolgreich auf eichrechtskonforme Messsysteme für Ladeinfrastruktur spezialisiert hat. Im Gespräch ging es um ein Thema, das für viele E-Auto-Fahrer:innen unsichtbar, aber essenziell ist: das Eichrecht. Dahinter steckt die Sicherstellung, dass beim Laden exakt die Energiemenge abgerechnet wird, die auch wirklich im Akku landet. Michael erklärte es einfach: „Der Endkunde möchte genau die Energiemenge bezahlen, die er tatsächlich erhalten hat – dafür ist der Stromzähler da.“ Die Geräte sorgen für Verbraucherschutz, Manipulationssicherheit und Markttransparenz. Jede Ladesäule, die in Deutschland betrieben wird, muss mit einem solchen eichrechtskonformen Zähler ausgestattet sein. Besonders spannend fand ich, dass es für den DC-Bereich (Schnellladen) anfangs gar keine Normen gab. DZG Metering entwickelte in enger Zusammenarbeit mit der Physikalisch-Technischen Bundesanstalt (PTB) den ersten zugelassenen DC-Zähler – eine echte Pionierarbeit. Heute liefern sie unter anderem an große Hersteller wie Alpitronic, ABB und Kempower. Das Unternehmen bietet Zähler in verschiedenen Leistungsklassen an, von 200 kW bis hin zu über zwei MW, also auch für das Megawatt-Laden der Zukunft. Ein weiterer Punkt war die technische Weiterentwicklung: Durch das sogenannte Shunt-Prinzip erreicht DZG besonders präzise Messwerte mit einer Genauigkeit von maximal 0,5 Prozent Abeichung – aktuell ein Alleinstellungsmerkmal. Auch das Thema Transparenz wurde diskutiert: Das Open Charge Metering Format (OCMF) ermöglicht, dass jeder Ladevorgang digital nachvollzogen werden kann, vergleichbar mit einem digitalen Kassenbon. Michael betonte: „So kann der Endverbraucher genau prüfen, dass er nur das bezahlt, was er bekommen hat.“ Natürlich sprachen wir auch über Herausforderungen. Eine Nachrüstung alter Ladesäulen mit neuen, eichrechtskonformen Zählern ist komplex und kaum ohne Zulassungsverfahren möglich. Gleichzeitig gibt es politischen Druck, die Ladeinfrastruktur nicht auszubremsen. Michael brachte es auf den Punkt: Die Behörden wollen stärker prüfen, aber niemand will funktionierende Ladepunkte zurückbauen. Zum Schluss warfen wir noch einen Blick in die Zukunft. Michael wünscht sich pragmatischere Regelungen, etwa den Wegfall des physischen Displays am Zähler zugunsten moderner, digitaler Lösungen. „Nicht jeder braucht ein Display – oft wäre es effizienter, über Smartphone oder Bluetooth zu prüfen“, sagte er. Die neue MID-Richtlinie, die in zwei Jahren greifen soll, könnte genau das ermöglichen. Nun aber genug der Vorrede – lasst uns direkt ins Gespräch mit Michael Zintl einsteigen.

Solar Maverick Podcast
SMP 244: The Science of Solar Site Selection

Solar Maverick Podcast

Play Episode Listen Later Oct 24, 2025 32:51


Episode Summary: In this special crossover episode of the Solar Maverick Podcast, host Benoy Thanjan sits down with Ana Conde from PVcase  originally featured on her Watt Matters Podcast to break down one of the most critical stages of solar project development: site selection and feasibility. From choosing the right land and navigating interconnection hurdles to understanding permitting, moratoriums, and evolving market dynamics, Benoy shares hard-earned lessons from developing over 100 MW of solar projects across the U.S. He also discusses how technology, AI, and relationships all play a role in finding and executing the right solar sites. This conversation is packed with practical insights for developers, EPCs, investors, and anyone who wants to understand how the best projects actually get built. Topics Covered: What truly defines a “good” solar site and how to spot red flags early How developers can evaluate flat land, proximity to three-phase power, and interconnection feasibility The growing challenges in saturated markets like New York and New Jersey How to navigate solar moratoriums, endangered species issues, and permitting Real-world lessons from community solar and rooftop projects, including NYCHA's Harlem portfolio The role of AI, GIS tools, and automation in speeding up site selection and design Why relationships, transparency, and trust still matter more than ever How the “Big Beautiful Bill” and regulatory uncertainty are reshaping the solar landscape Trends shaping the future: solar + storage, repowering assets, and new market geographies Notable Quote: “At the end of the day, you can have all the technology in the world, but if you can't build relationships, it's a lot harder to develop great projects. People do business with those they know, like, and trust.” Key Takeaway: Solar success starts long before construction. Smart site selection, community engagement, and disciplined feasibility analysis separate projects that thrive from those that never get off the ground.   Biographies Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MWs of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credits (“REC”) transactions. Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla's Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market. As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MWs of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm's renewable portfolio. Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund. Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar.   Ana Conde Ana Conde is a seasoned product marketing leader with over 15 years in renewable energy. Known for her strategic mindset and passion for innovation, Ana brings clarity, curiosity, and deep industry knowledge to every conversation. As host of Watt Matters, she explores the ideas, people, and breakthroughs moving solar forward   Stay Connected: Benoy Thanjan Email: info@reneuenergy.com  LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com   Ana Conde      Linkedin: https://www.linkedin.com/in/ana-conde-df/ Website:  https://pvcase.com/podcast/s1e2-podcast-science-solar-selection-benoy-thanjan

The Clean Energy Show
Uber Electric, World's Largest Heat Battery and Floating Wind Turbine

The Clean Energy Show

Play Episode Listen Later Oct 24, 2025 54:43


Uber Green gets a new name as Uber doubles down on electric rides, the world's largest heat battery comes online in California, a massive new floating twin wind turbine from China smashes records, and California tightens fire safety rules after a major grid battery blaze. Plus, why cold wind actually generates more electricity — and why Kia's newest EV comes with a gasoline-scented air freshener. Brian goes all the way to Boston to see a Paul Thomas Anderson film in VistaVision then gets stranded there thanks to Air Canada. Then we discuss the Blue Jays going to the World Series. More chitchat in our extended Patreon episode this week. China's MingYang Ocean X floating wind turbine doubles the size of current designs with 290-meter rotors and 50 MW capacity. James vents about nuclear plans in Saskatchewan More: Nissan's Sakura EV gets a solar roof generating up to 3,000 km of free driving per year. Beyond Meat stock surges over 1,000%. Chinese automakers outsell Toyota in Japan's EV market. Fossil-fuel heat linked to a 38% decline in tropical birds. Finland finds cold air produces more wind energy than warm — but watch out for ice on the blades. 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 2025 Sneeze Media.    

Presa internaţională
România nu poate scăpa de dependența de cărbuni

Presa internaţională

Play Episode Listen Later Oct 24, 2025 3:57


România continuă cu producția de energie electrică obținută din cărbuni. Motivul este clar: nu a putut să înlocuiască producătorii pe cărbuni cu alții care să folosească gazele naturale sau sursele regenerabile. Dar, cărbunii nu vor putea fi o soluție pe termen lung. România a reușit să obțină o derogare de la Comisia Europeană și va menține în funcțiune pentru încă o perioadă termocentralele care folosesc cărbuni, respectiv lignit. Prin PNRR, România s-a angajat să retragă din exploatare, până la sfârșitul anului 2025, aproximativ 1.750 MW, respectiv Complexul Energetic Oltenia, Electrocentrale Craiova, CET Govora și UAT Iași. Administrația de la București a tatonat încă de anul trecut Comisia Europeană pentru a amâna aplicarea deciziilor de închidere a unor unități de producție de energie electrică pe bază de cărbuni. Hotărârea a fost luată în urmă cu câteva zile o dată cu schimbarea unor jaloane din PNRR, astfel că România va mai putea să utilizeze centralele pe cărbuni până la sfârșitul anului 2029. Argumentul important pe care l-a adus România în fața Comisiei Europene a fost acela că are în continuare nevoie de producție de energie electrică în bandă și că deocamdată sursa cea mai sigură este producția bazată pe cărbuni. Adevărul este că s-a spus de multe ori că România este obligată să închidă o serie de capacități de producție bazate pe cărbuni. Este o abordare mai degrabă politică, pentru că, pe de o parte, România nu a fost obligată, ci și-a asumat deciziile în cadrul Planului Național de Redresare și Reziliență (PNRR), iar, pe de altă parte, se omite de fiecare dată să se spună că procesul de închidere trebuia să fie compensat de unul de construcție. Mai exact, România a avut la dispoziție patru ani pentru a pregăti oprirea centralelor pe cărbuni. Planul era să se construiască o serie de capacități de producție de energie electrică pe bază de gaze naturale sau din surse regenerabile. De exemplu, planul era să se construiască două centrale pe gaze la Ișalnița și Turceni. Numai că în ultimii ani nu s-a făcut aproape nimic. Turceni și Ișalnița sunt proiecte mult întârziate, centrala Romgaz de la Iernut este și ea blocată de constructor, iar colaborările pe care ar fi trebuit să le dezvolte Complexul Energetic Oltenia sunt în fază incipientă. În aceste condiții, este evident că România nu are la această oră o alternativă viabilă la producția de energie pe bază de cărbuni. Nu s-a făcut nimic pentru a produce energie electrică în bandă nu din cărbuni, ci din gaze naturale. Mai mult, România are la dispoziție bani europeni, cum ar fi, de exemplu, Fondul de Modernizare cu care poate dezvolta capacități de producție și de stocare. Doar că proiectele pe bani europeni sau cu fonduri naționale au avut aceeași soartă, adică sunt în stadii incipiente de realizare. De exemplu, Complexul Energetic Oltenia are o serie de proiecte de dezvoltare. Este vorba despre construcția a patru parcuri fotovoltaice, cu puteri instalate diferite, în colaborare cu OMV Petrom. În proiect este și un al cincilea parc fotovoltaic ce ar trebui realizat în parteneriat cu o companie de specialitate din sectorul privat. La care se adaugă două blocuri energetice ce ar fi trebuit construite la Turceni și Ișalnița în colaborare cu Alro Slatina și compania Tinmar. Este greu de spus în ce stadiu sunt aceste proiecte, dar cu siguranță sunt departe de a fi finalizate. Termenele de punere în funcțiune sunt anii 2026 sau 2027, însă, este clar că sunt mari întârzieri în dezvoltarea acestor capacități de producție. Deocamdată, Comisia Europeană a fost convinsă de păstrarea în funcțiune a termocentralelor pe cărbuni, pentru că a înțeles nevoia României de a avea energie în bandă. Întrebarea este: dacă situația va fi la fel în 2029 se va mai obține o nouă derogare? România nu ar trebui să mizeze pe amânări, ci să construiască noi capacități de producție. Dacă se va întâmpla acest lucru, oprirea unor termocentrale pe cărbuni nu va mai părea un dezastru economic, ci o binecuvântare ecologică.

Rio Grande Guardian's Podcast
Cuellar: District 28 is a Powerhouse for Clean Energy

Rio Grande Guardian's Podcast

Play Episode Listen Later Oct 24, 2025 6:34


LAREDO, Texas - Webb and Starr are leading South Texas in clean energy growth with new solar panels, wind power, and battery storage, U.S. Rep. Henry Cuellar reports.The Laredo Democrat released a new update showing that Texas' 28th Congressional District - his district - is a powerhouse in clean energy production – pairing renewable power with traditional oil and gas to lower energy costs for families and strengthen the local economy. He said that as a base for economic growth, the district ranks among the top in Texas for new energy projects, with Webb and Starr Counties leading the way in generation and development.“I've always said that South Texas doesn't have to choose between oil and gas and clean energy,” said Congressman Cuellar. “We can do both – and that's exactly what we're doing. Our district is producing more energy, creating more jobs, and generating more local tax revenue than ever before. This growth keeps costs down for every household in South Texas while ensuring reliable power for years to come.”Cuellar said because his district is a powerhouse for new energy, good jobs are being created.“When I talk with families in places like Laredo, Zapata, or Rio Grande City, I hear the same thing: people just want steady work, affordable energy, and a better future for their kids. That's what these projects bring — not slogans, but results. They mean paychecks, progress, and pride for our communities,” Cuellar said.During a webinar with reporters, Cuellar said his district is home to 30 active clean energy projects, generating 3,548 megawatts (MW) of power across six counties — with 18 more projects planned that will add another 3,062 MW of new capacity in the coming years. Editor's Note: Go to the Rio Grande Guardian to read the full story.Go to www.riograndeguardian.com to read the latest border news stories and watch the latest news videos.

The Hydrogen Podcast
Global Hydrogen Shake-Up: Funding Cuts, Breakthrough Projects & the Economics That Matter

The Hydrogen Podcast

Play Episode Listen Later Oct 23, 2025 7:39 Transcription Available


This week on The Hydrogen Podcast, we cut through the noise to break down the week's biggest hydrogen headlines—from Europe's momentum and Asia's acceleration to America's funding setbacks. The message is clear: the future of hydrogen belongs to projects built on economic strength and operational discipline.

Ethical & Sustainable Investing News to Profit By!
October 2025 Sustainable Stock and ETF Picks

Ethical & Sustainable Investing News to Profit By!

Play Episode Listen Later Oct 23, 2025 23:10


October 2025 Sustainable Stock and ETF Picks. Top sustainable companies, best renewable energy stocks related to Chinese emission cuts, plus… By Ron Robins, MBA Transcript & Links, Episode 160, October 24, 2025 Hello, Ron Robins here. Welcome to my podcast episode 160, published on October 24, 2025, titled “October 2025 Sustainable Stock and ETF Picks.” This podcast is presented by Investing for the Soul. Investingforthesoul.com is your go-to site for vital global, ethical, and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. I have a great crop of 10 articles for you in this podcast! Note: Some companies are covered more than once. ------------------------------------------------------------- Sustainable Companies: 50 Top Investments For Sustainability on investors.com This first article could provide you with several investing ideas. It's titled Sustainable Companies: 50 Top Investments For Sustainability on investors.com. The introduction is by Anne Stanley. Here are some quotes from Ms. Stanley. “The top ranks are filled with financial services, utility and consumer companies… To build IBD's 2025 list of the Most Sustainable Companies, we started with Morningstar's U.S. and global Low Carbon Transition Leaders Indexes… The stocks had to have a price of $10 or more and sufficient data to create an IBD Composite Rating. We further qualified the list by removing stocks that did not meet or beat the S&P 500 in the past five years. We selected the companies with the highest IBD Composite Rating — all with scores of 80 or better. Finally, we ranked the companies by their Morningstar Sustainalytics climate management score, using the IBD Composite Rating to break any ties.” End quotes IBD's top 5 companies for 2025 are Eaton (ETN), Bank of Montreal (BMO), Stantec (STN), Loews (L) and TJX Companies (TJX). ------------------------------------------------------------- 10 Stocks and Funds that Benefit from China's Emissions Cuts on morningstar.com This second article might seem a little unusual. To see why, here's the title. 10 Stocks and Funds that Benefit from China's Emissions Cuts on morningstar.com. It's by Leslie P. Norton. Some of the investments are Chinese, which might bother some people; nonetheless, they will appeal to many others who follow this podcast. Here are a few quotes and some picks from the article. “China has announced plans to cut greenhouse gas emissions by 7%-10% from peak levels by 2035. This is the first time the country has committed to an absolute emissions target. In a video address to the United Nations, President Xi Jinping also said that China would boost wind and solar capacity sixfold from 2020 levels and increase the share of non-fossil fuels to more than 30% of total energy consumption… Who Benefits from China's Emissions Cuts? China will also accelerate its voluntary carbon market and carbon certificates, which companies can trade to offset their own emissions. Kathlyn Collins, head of responsible investing and stewardship at Matthews Asia [says]…‘With the increase in terms of focus on emissions reduction from intensity to absolute emission levels, more and more industries will come under the purview of the emissions trading scheme.' According to Collins, the main beneficiaries will be battery storage systems, grid infrastructure upgrading, smart grid metering, energy management systems, environmental consulting, monitoring compliance, and of course the continued buildout of renewables and lean power. Stocks That Could Benefit From China's Emissions Cuts Name Ticker Daily Price Base Currency Sungrow Power Supply Co Ltd Class A 300274 CH 157.50 CNY Contemporary Amperex Technology Co Ltd Class A 300750 CH 380.40 CNY China Yangtze Power Co Ltd Class A 600900 CH 27.47 CNY China Longyuan Power Group Corp Ltd Class A 001289 CH 17.40 CNY JinkoSolar Holding Co Ltd DR JKS $24.10 JA Solar Technology Co Ltd Class A 0024569 CH 12.81 CNY Trina Solar Co Ltd Class A 688599 CH 16.63 CNY Source: Morningstar. Data as of 09/26/2025. For US Investors, Funds That Could Benefit From China's Emissions Cuts Name Ticker Daily Price Base Currency KraneShares MSCI China Clean Tech ETF KGRN $30.89 Invesco Solar ETF TAN $43.37 iShares Global Clean Energy ETF ICLN $15.19 Source: Morningstar. Data as of 09/26/2025.” End quotes. ------------------------------------------------------------- 3 AI Infrastructure Stocks Riding the Coming Power Crunch on finance.yahoo.com For many ethical and sustainable investors, this next article adds a few new company names to consider. It's titled 3 AI Infrastructure Stocks Riding the Coming Power Crunch on finance.yahoo.com and is by George Budwell. Here are some quotes from Mr. Budwell. “1. Iren Ltd. (NASDAQ: IREN) has transformed its roots as a Bitcoin miner into a broader play on high-performance computing. The company is redeploying its energy-intensive infrastructure to support artificial intelligence, acquiring massive GPU fleets that include Nvidia's B-series accelerators and AMD's (AMD) new MI350X chips. That pivot is already showing up in the numbers: revenue climbed 226% year over year to $187 million in Q4 fiscal 2025, while gross margins improved as higher-value AI services began to supplement traditional mining… The stock has surged 326% year to date, reflecting investor enthusiasm, but the AI cloud segment is still in its early innings. The main risk is utilization: if customer demand doesn't keep pace, expensive GPUs could sit idle while fixed costs pile up. Still, Iren has so far executed well on its transition, positioning itself as one of the more credible emerging players at the intersection of compute and energy. 2. Applied Digital (NASDAQ: APLD) designs and builds AI-optimized data centers from the ground up. Its flagship Polaris Forge campus is planned to scale to 1 gigawatt of capacity -- enough to power a small city. A marquee lease with CoreWeave (CRWV) validates demand for its high-density facilities, but the stock already trades at roughly 34 times trailing sales, far above peer multiples. That valuation captures both the upside and the risk. If Applied Digital delivers on schedule and secures high utilization at premium rates, early investors could see outsized gains. But construction delays, cost overruns, or permitting issues could quickly erode returns. The stock's sharp swings this year underline just how much speculation is embedded in today's price. 3. Poet Technologies (NASDAQ: POET) is targeting one of AI's hidden bottlenecks: the energy cost of moving data inside data centers. Its optical interposer platform uses light instead of electricity for chip-to-chip and rack-to-rack communication, aiming to cut power consumption while boosting speed… With a sub-$500 million market cap, the stock carries lottery-ticket risk/reward: meaningful upside if design wins materialize, but significant execution risk until revenues reach scale.” End quotes. ------------------------------------------------------------- Shining a Light on 5 Clean Energy ETFs as We Step Into Q4 on finance.yahoo.com Now some picks from a regular to this podcast, Aparajita Dutta. Her article is titled Shining a Light on 5 Clean Energy ETFs as We Step Into Q4 on finance.yahoo.com. It originally appeared on zacks.com. Here are a few comments by Ms. Dutta on each one of her picks. “1. iShares Global Clean Energy ETF (ICLN) This fund is the largest clean energy ETF, providing exposure to leading companies in solar, wind, and other renewable sectors worldwide. Sector-wise, renewable electricity constitutes 20.41% of this fund… [It] has surged 35.4% year to date. The fund charges 39 basis points (bps) as fees. iShares Global Clean Energy ETF (ICLN): ETF Research Reports. 2. First Trust Nasdaq Clean Edge Green Energy ETF (QCLN) This fund focuses on U.S.-listed companies involved in renewable electricity generation, energy storage, electric vehicles, and those involved in emerging clean energy technologies. Sector-wise, renewable energy equipment constitutes 20.31% and alternative electricity comprises 10.23% of this fund… [It] has soared 24.1% year to date. The fund charges 56 bps as fees. First Trust NASDAQ Clean Edge Green Energy ETF (QCLN): ETF Research Reports. 3. ALPS Clean Energy ETF (ACES) This fund offers exposure to U.S. and Canadian companies involved in the clean energy sector, including renewables and clean technology. Sector-wise, solar forms 26.81%, electric vehicles constitute 22.45%, energy management and storage comprise 15.86%, wind holds 12.22% and Hydro/Geothermal comprises 9.49% of this fund… [It] has surged 24.2% year to date. The fund charges 55 bps as fees. ALPS Clean Energy ETF (ACES): ETF Research Reports. 4. Invesco WilderHill Clean Energy ETF (PBW) This fund offers exposure to a broad range of U.S.-listed clean energy companies. Sector-wise, energy constitutes 3.78% and utilities comprise 3.78% of this fund… [It] has surged 44.7% year to date. The fund charges 65 bps as fees. Invesco WilderHill Clean Energy ETF (PBW): ETF Research Reports. 5. Fidelity Clean Energy ETF (FRNW) This fund offers exposure to companies that distribute, produce or provide technology or equipment to support the production of energy from solar, wind, hydrogen and other renewable sources. Industry-wise, Independent Power & Renewable Electricity Producers constitutes 22.54% and electric utilities comprise 8.09% of this fund… [It] has soared 42.9% year to date. The fund charges 40 bps as fees. Fidelity Clean Energy ETF (FRNW): ETF Research Reports.” End quotes. ------------------------------------------------------------- Renewable Energy Stocks To Research - on marketbeat.com The last review article is titled Renewable Energy Stocks To Research - on marketbeat.com. And it's by MarketBeat analysts. Here are some quotes on their picks. “[These] are the seven Renewable Energy stocks to watch today, according to MarketBeat's stock screener tool… [They] had the highest dollar trading volume of any Renewable Energy stocks within the last several days. 1. WEC Energy Group (WEC) WEC Energy through its subsidiaries, provides regulated natural gas and electricity, and renewable and nonregulated renewable energy services in the United States. It operates through Wisconsin, Illinois, Other States, Electric Transmission, and Non-Utility Energy Infrastructure segments. Read Our Latest Research Report on WEC. 2. Quanta Services (PWR) Quanta Services provides infrastructure solutions for the electric and gas utility, renewable energy, communications, and pipeline and energy industries in the United States, Canada, Australia, and internationally. Read Our Latest Research Report on PWR. 3. Clearway Energy (CWEN) Clearway Energy operates in the renewable energy business in the United States. The company operates through Conventional and Renewables segments. It has approximately 6,000 net MW of installed wind, solar, and energy generation projects; and approximately 2,500 net MW of natural gas-fired generation facilities. Read Our Latest Research Report on CWEN. 4. NOV (NOV) NOV Inc. designs, constructs, manufactures, and sells systems, components, and products for oil and gas drilling and production, and industrial and renewable energy sectors in the United States and internationally. Read Our Latest Research Report on NOV. 5. HA Sustainable Infrastructure Capital (HASI) HA Sustainable Infrastructure Capital, through its subsidiaries, engages in the investment of energy efficiency, renewable energy, and sustainable infrastructure markets in the United States. The company's portfolio includes equity investments, commercial and government receivables, real estate, and debt securities. Read Our Latest Research Report on HASI. 6. Gibraltar Industries (ROCK) Gibraltar Industries manufactures and provides products and services for the renewable energy, residential, agtech, and infrastructure markets in the United States and internationally. Read Our Latest Research Report on ROCK. 7. Ameresco (AMRC) Ameresco a clean technology integrator, provides a portfolio of energy efficiency and renewable energy supply solutions… It operates through U.S. Regions… Canada, Europe, Alternative Fuels, and All Other segments. Read Our Latest Research Report on AMRC.” End quotes. ------------------------------------------------------------- More articles with Sustainable Investment Picks for October 2025 from around the world. 1. Title: NBIS vs. MSFT: Which AI Infrastructure Stock is the Smarter Bet? On finance.yahoo.com. By Vaishali Doshi. 2. Title: Could This Overlooked Infrastructure Stock Be the Market's Next Multibagger? On fool.com. By Harsh Chauhan. 3. Title: HUBB, NEE, and XYL: Hidden Stock Winners in the Energy Transition on marketbeat.com. By Chris Markoch. 4. Title: Is Now the Right Moment for Enphase Stock After the Recent 6.7% Rally? on simplywall.st. By Simply Wall St. 5. Title: Green Energy Gold Rush: 5 Best Clean Energy Stocks to Buy on ts2.tech. By Marcin Frąckiewicz. ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast, “October 2025 Sustainable Stock and ETF Picks .” Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these tumultuous times! Contact me if you have any questions. Thank you for listening. My next podcast will be on November 21st. See you then. Bye for now.   © 2025 Ron Robins, Investing for the Soul

Choses à Savoir TECH VERTE
Apple veut recharger vos iPhones sans polluer ?

Choses à Savoir TECH VERTE

Play Episode Listen Later Oct 21, 2025 2:23


Apple passe à la vitesse supérieure sur le front de la transition énergétique. Le géant californien a annoncé un plan d'investissement de plus de 600 millions de dollars, soit un peu plus de 500 millions d'euros, pour verdir la consommation électrique de ses utilisateurs européens. L'objectif : compenser d'ici 2030 l'intégralité de l'électricité utilisée pour charger les appareils Apple sur le Vieux Continent.Six pays sont concernés : l'Italie, l'Espagne, la Grèce, la Pologne, la Roumanie et la Lettonie. Dans chacun, la marque à la pomme finance des parcs solaires et éoliens géants, pour injecter à terme 3 000 gigawattheures d'énergie renouvelable par an dans les réseaux européens. Une manière concrète de réduire son empreinte carbone, tout en renforçant la production locale d'électricité propre. Les premiers résultats sont déjà visibles. En Grèce, une centrale solaire de 110 mégawatts, opérée par HELLENiQ Energy, tourne à plein régime. En Italie, plusieurs projets solaires et éoliens totalisant 129 MW sont en cours, dont le premier site sicilien démarre ce mois-ci. En Espagne, le parc solaire Castaño près de Ségovie, développé par ib vogt, produit déjà ses 131 MW depuis janvier.Dans l'Est du continent, Apple concentre ses efforts sur les régions les plus carbonées. En Pologne, une installation de 40 MW verra le jour fin 2025, tandis qu'en Roumanie, un parc éolien de 99 MW est en construction dans le comté de Galați. En Lettonie, European Energy édifie l'un des plus grands parcs solaires du pays, avec 110 MW de puissance. Au total, ces projets ajouteront 650 MW de capacités vertes au réseau européen. Apple explique que 29 % de ses émissions mondiales proviennent de l'usage même de ses produits : autrement dit, de chaque recharge d'iPhone ou de Mac. « D'ici 2030, nous voulons que nos utilisateurs sachent que l'énergie qu'ils consomment est intégralement compensée par de l'électricité propre », promet Lisa Jackson, vice-présidente en charge de l'environnement. Avec 19 gigawatts de renouvelable déjà produits dans le monde, Apple veut désormais s'attaquer aux régions les plus dépendantes du charbon. Un pari ambitieux, mais peut-être le plus cohérent de sa stratégie carbone : faire rimer high-tech et énergie propre. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

Ham Radio 2.0
E1635: WARNING Don't Buy a Ham Radio Until You Watch This RadTel RT920 Review

Ham Radio 2.0

Play Episode Listen Later Oct 19, 2025 17:17 Transcription Available


Discover the Radtel RT-920 handheld radio in our in-depth YouTube review! Explore its potential 10W output, Bluetooth app programming, and full-band coverage (SW, MW, LW, AM, SSB, CB). Learn about advanced features like NOAA weather alerts, DSP noise reduction, and spectrum analysis for crystal-clear communication. Great for ham radio enthusiasts and professionals seeking reliable two-way radio performance. #RadtelRT920 #HamRadio #twowayradiosThis video is sponsored by BIZEE - get a virtual mailing address to keep your own address private here - (affiliate link) https://tidd.ly/4oB6HYOEquipment in this videoRadio - https://amzn.to/4mX1oRKTinySA - https://amzn.to/460MiEbAttenuator - https://amzn.to/3VtwggZIntellitron Meter - https://amzn.to/3HLhRtyBecome a supporter of this podcast: https://www.spreaker.com/podcast/ham-radio-2-0--2042782/support.

KVNU On Demand
Aggie Call FB: USU 30 San Jose State 25

KVNU On Demand

Play Episode Listen Later Oct 18, 2025 106:58


Utah State defeated San José State 30-25 Friday night in a thrilling Homecoming victory. Quarterback Bryson Barnes led the offense, throwing for a career-high 326 yards and scoring a rushing touchdown. The Aggies reclaimed the lead late in the fourth quarter on two field goals by kicker Tanner Rinker, who finished 3-for-3 on the night. The victory was sealed when the defense, energized by a raucous crowd, forced a turnover on downs as time expired. Utah State football (4-3, 2-1 MW) heads southward to take on New Mexico (3-3, 0-2 MW) on Saturday, Oct. 25, at 1 p.m. Hear postgame analysis, along with comments from the coach, players and fans. 

The POWER Podcast
198. Advocating for Public Power Companies: LPPC Focuses on Load Growth, FEMA Reform, and Tax-Exempt Bonds

The POWER Podcast

Play Episode Listen Later Oct 16, 2025 28:58


Public power utilities are community-owned, not-for-profit electric utilities that deliver reliable, low-cost electricity to about 2,000 communities serving more than 55 million Americans. Among the cities served by public power utilities are Austin, Texas; Nashville, Tennessee; Los Angeles, California; Jacksonville, Florida; and Seattle, Washington. The Large Public Power Council (LPPC) is the voice of large public power in Washington, D.C. It advocates for policies that enable members to build critical energy infrastructure, power the growth of the economy, and provide affordable and reliable electricity to millions of Americans. The LPPC's members are 29 of the largest public power systems in the nation. Together, they serve 30.5 million consumers across 23 states and territories. Tom Falcone, president of the LPPC, noted that all power companies, whether publicly owned, cooperatives, or investor-owned utilities (IOUs), are in the same business, that is, to reliably deliver electricity to customers. The big difference is that public power companies are accountable at home. “We're publicly owned. We are not-for-profit. We are community oriented. We're mission oriented. And so, our real goal, and only goal in life, is reliable, affordable power—sustainable power—back home at the least cost to customers,” Falcone said as a guest on The POWER Podcast. “So, we're not necessarily looking to grow loads or grow earnings, unless that's favorable to our community, unless we're meeting the needs of our community or lowering costs for them.” Public power companies face many of the same concerns as co-ops and IOUs. One of the biggest challenges today is rapid load growth, driven by data centers, artificial intelligence (AI), and the increasing electrification of manufacturing and transportation. “The biggest thing is that the load is arriving faster and lumpier, and in a more concentrated fashion, than it has in the past,” explained Falcone. “Historically, when somebody new came to town, they wanted, you know, 5 MW, or maybe they were really large and they wanted 100 MW,” said Falcone. “But what we have today is folks who come to town and they want a GW, which is enough to power probably 600,000 homes, depending on what part of the country you're in.” Falcone said about half of LPPC's members are seeing this very, very rapid growth. “They could double over the next 10 years,” he said. While the demand for the energy is very immediate, utilities' ability to build infrastructure is not. “We have to go through the same permitting and public processes, and construction and supply chain, and it just doesn't allow us to build quite that fast,” Falcone reported.

The Hydrogen Podcast
The Hydrogen Podcast: Hydrogen's Aviation Breakthroughs, Policy Whiplash, and The Investor Rebound

The Hydrogen Podcast

Play Episode Listen Later Oct 13, 2025 11:24 Transcription Available


In this episode of The Hydrogen Podcast, we break down three major stories transforming the hydrogen landscape—technically, economically, and politically.✈️ Aviation's Hydrogen Breakthrough Airbus UpNext and Toshiba unveil the Cryoprop demonstrator—a 2 MW superconducting electric motor cooled by liquid hydrogen that doubles as both coolant and fuel. With 10x the power density of conventional motors and near-zero electrical resistance, this innovation could redefine aviation decarbonization. Hydrogen cooling enables lighter, more efficient propulsion for regional and mid-haul aircraft, paving the way for zero-emission flight by 2035.

Web3 with Sam Kamani
306: Real-World Energy, On-Chain: KWARKX, Cardano & Community-Owned Solar

Web3 with Sam Kamani

Play Episode Listen Later Oct 12, 2025 37:50


Sandro, founder of KWARKX, shares how his team is bringing utility-scale solar to chain via NFT membership passes that let anyone participate in project returns—without the usual high minimums. We cover: why Cardano (sustainability, security, decentralization), what on-chain access actually looks like (claimable pools, 10-year participation), and the nuts & bolts of real projects (e.g., a 51 MW Netherlands solar park with 20 MW battery storage powering ~35,000 homes). Sandro explains the surge of RWA interest, grid/storage realities, subsidies vs. open market power sales, and KWARKX's Project Catalyst journey. We also talk expansion (NL, Austria, Italy, Germany), regulation (MiCA & Dubai VARA), and the roadmap: exhibitions, partnerships, and the goal to fund first parks directly on-chain.Timestamps[00:00] Origin story: solar EPC roots → NFTs as access keys[00:02] Problem: Renewable projects require high buy-ins; KWARKX lowers the barrier[00:03] Why Cardano: mission fit, security (no hacks), governance, PoS sustainability[00:05] Reality of renewables: utility-scale builds, storage changes the game[00:06] Case study: 51 MW NL solar + 20 MW battery; ~900M kWh over 20 yrs[00:08] Peak demand patterns; storage & dam “battery” concepts[00:10] Investor access: NFT = membership pass; claimable ADA pool over 10 yrs[00:12] Transparency: on-chain claims, pool visibility, traceability[00:13] Customers: grid entities/governments, NFT community, broader RWA crowd[00:15] Subsidies vs. free-market power sales; cross-border electricity flows[00:16] How big can it get? Launchpad for other assets (real estate tokenization, etc.)[00:18] Challenges: regulation (MiCA, VARA), community growth, filtering bad actors[00:19] Project Catalyst: winning ~300k ADA, milestones, shipping the MVP[00:22] Cardano projects Sandro rates: World Mobile, Minswap, JPEG Store, Catalyst[00:23] Expansion map: Netherlands, Austria, Italy, Germany (+ Asia/Gulf interest)[00:25] Real-world reality: building in mud/rain; site vlogs; “from the trenches”[00:27] Roadmap (18–24 mo): Token2049, global expos, marketing, first on-chain funding[00:29] The ask: smart capital, strategic partners, supplier co-builds, community supportConnecthttps://x.com/sandrokwarxs https://x.com/KWARXSLinktree: https://linktr.ee/kwarxs Be a guest on the podcast or contact us - https://www.web3pod.xyz/DisclaimerNothing mentioned in this podcast is investment advice and please do your own research. Finally, it would mean a lot if you can leave a review of this podcast on Apple Podcasts or Spotify and share this podcast with a friend.

KVNU On Demand
Aggie Call FB: USU 26 Hawaii 44

KVNU On Demand

Play Episode Listen Later Oct 12, 2025 95:18


Utah State football retook the lead early in the third quarter before 20 unanswered points from Hawaii ultimately doomed the Aggies in a 44-26 loss on Saturday night at the Clarence T.C. Ching Athletics Complex. Utah State garnered 435 yards of total offense, rushing for 166 yards and averaging 5.7 yards per rush. Utah State football (3-3, 1-1 MW) returns home to host San Jose State (2-4, 1-1 MW) on Friday at 7 p.m. Hear postgame analysis, along with comments from the coach, players and fans. 

Ham Radio 2.0
E1628: Is the Radtel RT 880G Worth the Price

Ham Radio 2.0

Play Episode Listen Later Oct 11, 2025 20:02 Transcription Available


Explore the Radtel RT-880 Multiband Ham Radio in our latest YouTube video! This powerful 10W transceiver features NOAA Weather channels, APRS with GPS, Airband receive, and HF reception, covering FM, SW, MW, LW, and SSB. With 1024 channels, cross-band repeater, and a 2.4-inch color display, it's ideal for emergency communication, outdoor adventures, and ham radio enthusiasts. Watch our detailed review and demo! #HamRadio #RadtelRT880 #APRS #noaaweatherradioToday's video is sponsored by M&P Coax - save 10% off of all coax products with code HR2CABLES at this link - https://hr2.li/cablesIn this video:Radtel RT-990G Radio - https://amzn.to/3UJahT0TinySA - https://amzn.to/3J1GVwHBecome a supporter of this podcast: https://www.spreaker.com/podcast/ham-radio-2-0--2042782/support.

Michigan Business Network
Michigan Business Beat on the Road | Shelley Lowe, MI College Access Network at MW!A Conference

Michigan Business Network

Play Episode Listen Later Oct 11, 2025 8:40


Originally uploaded September 22, reloaded October 11th. Monday, September 8th, MBN was on the road to the Radisson Plaza Hotel & Suites, Kalamazoo, MI. Shelley's interview was postponed as the luncheon program ran long so they recorded September 15th The original discussion was to be held on day 2 of 2025's Michigan Works! Association's Annual Conference. In this audio Jeffrey Mosher welcomes Shelley Lowe, Director of Educated Workforce Strategy, MCAN, (Michigan College Access Network) Lansing, MI They discuss the services, and challenges facing MCAN while assisting the talent pipeline, along with what she experiencedf with the Michigan Works! Annual Conference. Tell us about your role with their services? Last week you were on hand for the Michigan Works! Association annual conference, what role did you play with this event? Beyond the panel what were your big takaways from the conference? Does MCAN operate synergistically with the MW!A or its chapters during the rest of the year? » Visit MBN website: www.michiganbusinessnetwork.com/ » Subscribe to MBN's YouTube: www.youtube.com/@MichiganbusinessnetworkMBN » Like MBN: www.facebook.com/mibiznetwork » Follow MBN: twitter.com/MIBizNetwork/ » MBN Instagram: www.instagram.com/mibiznetwork/ Michigan Works! Association Wraps Up 2025 Annual Conference in Kalamazoo The Michigan Works! Association successfully hosted its 2025 Annual Conference September 7–9 at the Radisson Plaza Hotel & Suites in Kalamazoo. The three-day event brought together workforce development professionals, employers, educators, policymakers, and community leaders to explore solutions for Michigan's most pressing talent and employment challenges. The conference opened Sunday with workshops, the Association's annual meeting, and a networking reception at the Gilmore Car Museum, providing an engaging start for attendees to connect with peers and partners. On Monday, the agenda featured keynote presentations from Sharon Gai and Dr. Christopher Laney, who offered insights into global workforce trends, leadership, and the future of employment. Attendees engaged in a variety of workshops covering workforce readiness, training strategies, and employer engagement. The Exhibit Hall was a focal point for building connections between businesses, service providers, and Michigan Works! agencies, (and also where MBN recorded its interviews from). While networking opportunities such as the Dessert Break & Headshot Lounge further fostered collaboration. The conference concluded Tuesday with workshops and a dynamic closing keynote from Dr. Sherene McHenry, emphasizing leadership, communication, and strategies to strengthen Michigan's workforce ecosystem. An invitation-only Executive Breakfast also gave business and policy leaders an opportunity to exchange ideas in a more focused setting. Across the three days, the conference highlighted the critical role of employment in economic development. Employers learned about the tangible costs of workforce gaps, explored innovative approaches to upskilling, and built partnerships to address talent shortages. The emphasis on collaboration positioned Michigan Works! as a vital connector between business needs and workforce solutions. By drawing together leaders from across the state, the 2025 Annual Conference underscored Michigan's commitment to building a stronger, more resilient economy through workforce innovation, business engagement, and talent development.

The InEVitable
BMW's Neue Klasse vs. Mercedes GLC at IAA Munich + AI Cars, VW x Rivian, Polestar 5 & 204-mph Lucid!

The InEVitable

Play Episode Listen Later Oct 10, 2025 64:17


Ep116 - Welcome back to The Inevitable by MotorTrend—where we dig into the future of the automobile. Fresh off IAA Munich 2025, we compare BMW's Neue Klasse / iX3 with Mercedes-Benz GLC Electric, talk mega watt charging, battery design, interiors, and who's really leading right now.   Guest Kyle Conner (Out of Spec) joins us first, then Frank Markus and Ed go deep on Qualcomm x BMW tech from the show floor: zonal compute, ADAS that's less annoying, AR HUDs, and on-device vs. cloud AI agents. We also hit VW Group's software reset (Cariad → Rivian/Xpeng), the Polestar 5 reveal (and its pricing problem), plus Kyle's Autobahn run in a Lucid Air Sapphire to an indicated 204 mph. ***MotorTrend Software-Defined Vehicle Innovator Awards — nominations for the 2026 SDV Innovator Awards are open now.*** SUBMIT NOMINATIONS HERE: https://www.motortrend.com/sdvsurvey   Topics covered IAA Munich highlights & how the show has “become CES for Europe”- BMW Neue Klasse platform: 4695 cylindrical cells, cell-to-pack, pack-to-body, zonal architecture (“Heart of Joy” ECU) Mercedes GLC Electric: big battery, 2-speed rear unit, 330 kW DC—how it stacks up AMG prototype mega-charging (~1 MW burst) VW Group software pivot: Cariad's struggles, Rivian partnership, ID.1 single-ECU concept Polestar 5: specs vs. price, missing performance basics Lucid Sapphire at 200+ mph: stability and thermal takeaways ADAS/UX done right: AR HUD, driver monitoring that understands intent, Level 2→4 reality Agentic AI in cars: what can run on-device vs. in the cloud

Redefining Energy
198. Battery Blitz in Germany - Oct25

Redefining Energy

Play Episode Listen Later Oct 6, 2025 28:25 Transcription Available


Germany is experiencing a battery blitz. The market is expected to triple from 2GW to 6GW in less than two years. To give a bit of context, Zach Williams from Modo Energy, gives us the big picture and fundamentals of the German battery market.  Legacy developers have not yet been able to catch that wave, but newcomers have. We bring on one those new pioneers, Philipp Man, CEO of Terralayr.  In less than three years, Philipp has managed to set up a company which operates or currently builds 150MW of batteries in Germany; more importantly he has managed to sign some of the first tolling agreements with heavyweights such as Vattenfall and RWE. His approach combines medium size batteries (10-30MW) rather than gigantic ones.  The Vattenfall-Terralayr deal is a pioneering seven-year, 55 MW multi-asset capacity tolling agreement for a decentralized fleet of battery energy storage systems (BESS) across Germany, announced in May 2025. Described as an industry-first "virtual battery tolling structure," it marks a significant shift from traditional single-asset tolling models, enabling scalable and flexible energy storage solutions without significant capital investment from Vattenfall.  With Philipp, we dissect his lightspeed approach in a seemingly bureaucratic environment, we analyse how he has been to put assets on the ground so fast, and his approach to commercialisation of flexibility combining hard assets and a digital layer.  We discuss the price formation of tolling agreements, the “tranching” of capacity and how he sees the future. Is Terralayr a tech company? Is it an infrastructure play? Well, a bit of both.

The Opening Drive
Locking In

The Opening Drive

Play Episode Listen Later Oct 3, 2025 40:25


With expectations rising for Lobo football, what storylines standout? What does the MW schedule look like? Nick Knee, Director of Golf at Sandia Golf Club, shares his thoughts on the Ryder Cup and gives one more tip for your golf game. See omnystudio.com/listener for privacy information.

SPACInsider
Small Reactors, Big Market: Terra Innovatum's $475M Deal with GSR III

SPACInsider

Play Episode Listen Later Oct 2, 2025 30:38


A conversation on nuclear's next wave with Giordano Morichi of Terra Innovatum and Gus Garcia of GSR III Acquisition Corp. (NASDAQ: GSRT) Developers of small, modular nuclear reactors have been among the most prized stocks of 2025 given their potential to be big players in the energy mix as data center demand booms. This demand is massive, but when it comes to nuclear reactor design, Terra Innovatum believes it's a matter of the smaller the better. This week, we speak with Giordano Morichi, Chief Business Development Officer and Head of Investor Relations at Terra Innovatum, and Gus Garcia, Co-CEO of GSR III Acquisition Corp. (NASDAQ:GSRT). The two announced a $475 million business combination April and are now nearing the end of their merger process. Giordano explains why the unique size of Terra Innovatum's 1 MW reactor designs make it a more competitive fit for a host of applications, and how its fuel source could get it to market faster initially and more efficiently over time. Gus gets into how these factors have the potential to compound Terra Innovatum's advantages and why the major gains made by the company's listed peers has made its valuation even more attractive since the deal was struck.  

Full Court Press
MW has motion to dismiss denied / Pac-12 administrative challenges / Single FB portal window challenges - Oct. 1, 2025

Full Court Press

Play Episode Listen Later Oct 2, 2025 59:00


Eric Frandsen and Jason Walker talk about the latest in local Cache Valley Sports. At the start of the hour, they go over what it means for the Pac-12's lawsuit against the Mountain West now that the motion to dismiss by the MW has been denied. Other topics for the hour include... Pac-12 administrative challenges in setting up what is essentially a new conference and how Utah State gets to be part of that. Continued challenges for the single transfer portal window for football, including comments from Utah State Interim President Alan Smith and Athletics Director Cam Walker. Updates on Major League Baseball scores and playoff series.

Wolf Pack Daily
10.01.25: Fresno State Preview and Terrence's Emmy Win

Wolf Pack Daily

Play Episode Listen Later Oct 2, 2025 33:28


Mountain West Insider Terrence Newman and John Ramey review MW action from Nevada's bye week, celebrate The Pit winning multiple Emmys, and preview Saturday's night's conference opener at Fresno State. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Full Court Press
Jerrod Calhoun interview / NIU joins MW in wrestling / EvanMiya MBB team, player rankings - Oct. 1, 2025

Full Court Press

Play Episode Listen Later Oct 1, 2025 56:51


Jason Walker and Eric Frandsen talk the latest in local Cache Valley sports, beginning with a long interview with Utah State men's basketball head coach Jerrod Calhoun. The Aggies coach talks about the team's schedule, how difficulty it has been to find teams to play them in the Spectrum, the support of the community for the Aggies, and how his team is coming along in the late preseason. Also discussion of Northern Illinois' move to the Pac-12 in wrestling and the EvanMiya rankings for men's basketball. Where do the teams in the Mountain West (and future Pac-12 and MW teams) rank nationally and compared to each other?

KVNU On Demand
Aggie Call FB: USU 35 Vanderbilt 55

KVNU On Demand

Play Episode Listen Later Sep 27, 2025 100:19


Utah State football battled to a draw with No. 18 Vanderbilt through the first 27 minutes of play but was unable to keep pace as the Aggies ultimately fell to the Commodores, 55-35, on Saturday afternoon at FirstBank Stadium. Utah State posted 393 yards of total offense (274 passing, 119 rushing) and was led by graduate quarterback Bryson Barnes, who was 15-of-22 passing for 161 yards and a season-high-tying three touchdowns. Barnes was hurt on the first play of the fourth quarter and missed the remainder of the game. Utah State football (3-2, 1-0 MW) enters their first of two bye weeks this season before returning to Mountain West play at Hawaii on Saturday, Oct. 11, at 10 p.m. (MT). Hear postgame analysis, along with comments from the coach, players and fans. 

Solar Maverick Podcast
SMP 237: Community Solar, Safe Harbor, and Scaling Solar in 2025

Solar Maverick Podcast

Play Episode Listen Later Sep 26, 2025 6:26


In the 34th episode of the League Podcast, Benoy Thanjan and David Magid break down the most important trends shaping the renewable energy market today. In just five minutes, we cover the biggest opportunities and risks facing developers, investors, and innovators in solar, storage, and beyond.   Key Takeaways Data Centers Driving Demand – Over 9.4 GW of interconnection applications in New Jersey's PSEG market in the last 12 months, led by data centers and advanced manufacturing. Community Solar Boom – New Jersey targets 3 GW by 2029, opening opportunities for rooftop developers; Illinois, Maryland, and New York projects can now pencil without the ITC if interconnection and lease terms align. Hybrid Power Solutions – A 944 MW behind-the-meter natural gas + battery storage plant in Pennsylvania highlights the shift toward hybrid generation and reliability models. Solar + Storage vs. Gas – New Jefferies analysis shows solar + storage is now cheaper than natural gas on a levelized cost basis. Safe Harbor Updates – New rules replace the 5% test with “beginning of construction” standards for projects above 1.5 MW AC, requiring four-year continuity and physical work tests. Capacity Growth Outlook – EIA forecasts 64 GW of solar and 18 GW of storage additions in 2025, making solar nearly half of all new U.S. capacity.   Why It Matters David highlights how developers can prepare for interconnection competition, leverage new community solar programs, and navigate shifting tax credit rules. I share insights on the new safe harboring provisions and what they mean for financing and project timelines. Together, we paint a picture of a rapidly scaling clean energy sector where solar is poised to supply 50–60% of U.S. electricity within two decades.   Host Bio: David Magid David Magid is a seasoned renewable energy executive with deep expertise in solar development, financing, and operations. He has worked across the clean energy value chain, leading teams that deliver distributed generation and community solar projects. David is widely recognized for his strategic insights on interconnection, market economics, and policy trends shaping the U.S. solar industry. Connect with David on LinkedIn: https://www.linkedin.com/in/davidmagid/   Host Bio: Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MWs of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credits (“REC”) transactions.   Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla's Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market.   As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MWs of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm's renewable portfolio.   Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund. Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar.   Connect with Benoy on LinkedIn: https://www.linkedin.com/in/benoythanjan/ Learn more: https://reneuenergy.com   Action Items for Developers & Investors Move quickly to secure rooftop leases under NJ's 3 GW community solar target. Explore Illinois, Maryland, and New York for non-ITC community solar opportunities. Consult legal experts on safe harbor compliance. Track solar + storage cost trends versus gas for future investment decisions. If you enjoyed this episode, please subscribe, share, and leave us a 5-star rating — it helps us bring you more cutting-edge clean energy insights.

Deliberate Words
Power Up: Constructing Energy, featuring Andy Browning of Duke Energy

Deliberate Words

Play Episode Listen Later Sep 26, 2025 50:01


Duke Energy's Andy Browning joins Dave and Steve to unpack how a modern utility balances today's demand spikes—especially from data centers—with tomorrow's low-carbon grid. Andy traces his path from Babcock & Wilcox field engineer to Duke's GM of Engineering & Construction Services, explains why Duke runs an “all-of-the-above” strategy (gas as a bridge, batteries for flexibility, solar growth, hydro upgrades), and makes the case that nuclear—both large units and SMRs—will anchor long-term reliability. The trio dig into dam stabilization, battery use cases (peak shaving and PV smoothing), project timelines and costs, community engagement, and how policy and tariffs shape what actually gets built. They close with a look at fusion research and a rapid-fire on bourbon, woodworking, and what fuels resilience.Key TakeawaysCareer & scope: Andy oversees engineering, construction, commissioning, quality, safety, and project controls for Duke's big builds.Cultural lesson: International work taught him to respect local pace and processes—context changes what “top priority” means.Hydro safety: Post-FERC reviews are driving earthen-dam rebuilds (compaction, drainage layers) to prevent liquefaction under seismic events.Resource mix: Duke is pursuing gas, nuclear, solar, hydro, and batteries; offshore wind unlikely near-term given costs and policy headwinds.Batteries' role: Great for peak shaving and smoothing solar variability; typical systems are 2–4-hour duration (e.g., 10 MW / 40 MWh).Scale & siting: Solar needs ~6–10 acres per MW and only delivers during daylight; data centers requesting 400–1,000 MW reshape planning.Timelines & costs (rule of thumb): Batteries ~12–15 months after development; solar similar; combined-cycle gas ~4 years; nuclear 10+ years.Cost reality: A 75-MW solar site ≈ $100–150M; a 1,000-MW gas plant ≈ ~$2B; nuclear is multiples beyond—but with long lifespans.Nuclear outlook: Expect SMRs + large reactors; challenges include qualified supply chains, workforce, and public education; existing units targeting 80-year life via extensions.Data-center surge: Demand is soaring; innovative financing/ownership models (e.g., behind-the-meter, cost-sharing) may protect retail customers.

The Data Center Frontier Show
Nomads at the Summit: Renewable and Sovereign Energy Opportunities for Data Center Applications

The Data Center Frontier Show

Play Episode Listen Later Sep 25, 2025 27:48


In this DCF Trends-Nomads at the Summit Podcast episode, the hosts from Data Center Frontier and Nomad Futurist sit down with Adrienne Pierce, CEO of New Sun Road, to explore the emerging frontier of sovereign and renewable energy solutions for modular data center deployment. With over 1,500 microgrids under management via the company's Stellar platform, Pierce brings a field-tested perspective on how flexible, AI-driven energy controls can empower edge and sub-10 MW data center systems—especially in regions where traditional grid infrastructure can't keep up with AI-era demands. This discussion dives into the real-world opportunities for modular, microgrid-powered data centers to unlock new markets, reduce energy costs, and create more resilient and autonomous compute infrastructure at the edge and beyond. Expect sharp insights into what it means to decouple data center growth from utility bottlenecks—and how the right energy intelligence can accelerate both sustainability and scalability.

State of Change
Data Center Secrets

State of Change

Play Episode Listen Later Sep 22, 2025 40:44 Transcription Available


A Clean Wisconsin analysis shows just two approved data centers in Wisconsin will use more power than all the homes in our state combined. More than the generation capacity of the Point Beach nuclear plant, the single-largest source of power in Wisconsin. And that leaves a lot of people are wondering, where is all this leading us? What will it mean for Wisconsin's precious water resources, our land, our energy bills? And why is it so hard to find out? In this episode, an in-depth conversation on the secrets of data centers. Host: Amy Barrilleaux Guest: Michael Greif, Midwest Environmental Advocates Resources for You: AI data centers in Wisconsin will use more energy than all homes in state combined Large Wisconsin data center tax breaks make benefits unclear MEA Takes Legal Action to Compel City of Racine to Disclose Data Center's Projected Water Use PSC approves plan to power AI data center with gas plants, bringing 1,200 MW of new, dirty power to southeast Wisconsin  

Le bon grain de l'ivresse
Épisode 74 : Fiona Morrison, from Pomerol with love

Le bon grain de l'ivresse

Play Episode Listen Later Sep 22, 2025 77:35


Fiona Morrison, Le Pin, PomerolAujourd'hui je suis heureux de partager avec vous notre première incursion à Pomerol. A cette occasion, nous avons décidé de frapper fort en visitant un domaine petit par la taille mais grand par la réputation. J'ai nommé Le Pin. Ses vins sont rares et peu d'entre nous ont eu la chance d'en goûter. C'est pour parler de ce domaine mythique, mais aussi de sa vie et de ses aventures viticoles que nous avons rencontré Fiona Morrison. Cette femme britannique, volubile et haute en couleurs, a une carrière riche et des anecdotes à la pelle. Je vous invite donc à vous laisser emporter par son accent et sa joie communicative comme je l'ai été. C'est un pur plaisir.Réalisation : Romain BeckerEnregistrement : Romain Becker, Florian NunezPost-production : Emmanuel NappeyMusique originale : Emmanuel DoréGraphismes : ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Léna Mazilu⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠On se retrouve très vite pour de nouvelles aventures viticoles. D'ici-là éclatez-vous et buvez bon !Le Bon Grain de l'Ivresse, le podcast vinHébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

EV News Daily - Electric Car Podcast
BRIEFLY: EV Loyalty, GM Leasing, Porsche Cayenne, EREVs & more | 21 Sep 2025

EV News Daily - Electric Car Podcast

Play Episode Listen Later Sep 21, 2025 4:16


It's EV News Briefly for Sunday 21 September 2025, everything you need to know in less than 5 minutes if you haven't got time for the full show. Patreon supporters fund this show, get the episodes ad free, as soon as they're ready and are part of the EV News Daily Community. You can be like them by clicking here: https://www.patreon.com/EVNewsDaily EUROPEAN EV BRAND LOYALTY AND CHARGING TRENDS https://evne.ws/4muN2HT GM EXTENDS EV LEASE INCENTIVES THROUGH YEAR-END https://evne.ws/4nFU2m2 PORSCHE CAYENNE EV DEVELOPED WITH SIMULATIONS https://evne.ws/4pA9z8W 35% OF UK DRIVERS LIKELY TO CHOOSE EVS https://evne.ws/422H7SW EREVS: CONSUMER MISUNDERSTANDING AND OPPORTUNITY https://evne.ws/47TxSIA TESLA-UBER FREIGHT TO DRIVE SEMI ADOPTION https://evne.ws/4ndDW3g TESLA SETTLES TWO 2019 AUTOPILOT LAWSUITS https://evne.ws/4mkObS5 MUNICH AIRPORT OPENS 275-POINT EV CHARGING PARK https://evne.ws/42ECC12 EV REALTY BUILDS TRUCK CHARGING HUBS https://evne.ws/4mv0MCd SPAIN 2025 GRID AND EV CHARGING https://evne.ws/46hgVXn ICELAND NEW CAR REGISTRATIONS RISE, EVS LEAD https://evne.ws/46M0QsJ U.S. EV CHARGING NETWORK GROWTH SLOWS https://evne.ws/4gz8mdZ UK PLANS £500M SOUTHAMPTON EV TERMINAL https://evne.ws/4nIRgg1 EUROPEAN EV BRAND LOYALTY AND CHARGING TRENDS An annual EV Driver Survey of 3,900 people across the UK and key European markets, finds high brand retention among current electric vehicle drivers: 93% in the UK, 87% in Spain, and 86% in Germany say they are likely to buy the same brand again. GM EXTENDS EV LEASE INCENTIVES THROUGH YEAR-END GM will extend EV lease incentives for Chevy, GMC, and Cadillac through December 31, protecting deals signed before September 30 despite the federal tax credit expiry. The program lets buyers lock in rebates for vehicles already in transit, with lease prices expected to rise after the commercial-credit route closes. PORSCHE CAYENNE EV DEVELOPED WITH SIMULATIONS Porsche's Cayenne EV, due for debut at the end of the year, was developed using extensive AI and digital simulations that cut development time and prototype count by 20%. The SUV, built on the 800V SSP platform, targets a fast charge from 10% to 80% in 16 minutes and offers wireless charging as an option. 35% OF UK DRIVERS LIKELY TO CHOOSE EVS Renault UK's survey finds 35% of British drivers are likely to choose an EV following the government's Electric Car Grant, especially younger buyers and men. Barriers include charging, range, and cost, but all Renault's EVs now qualify for grant thresholds, starting from £21,495. EREVS: CONSUMER MISUNDERSTANDING AND OPPORTUNITY Escalent research reveals most car buyers lack awareness of Extended Range Electric Vehicles (EREVs), but favorability rises after learning about their hybrid nature. Automakers see EREVs as a bridge to EV adoption for hesitant buyers, and models like Ram's pickup and VW Scout are attracting more deposits than BEVs. TESLA-UBER FREIGHT TO DRIVE SEMI ADOPTION Tesla is partnering with Uber Freight to deploy electric Semis on freight routes, aiming to drive broader EV truck adoption and highlight operating cost benefits. Uber's network helps reduce uncertainties for operators, positioning Tesla's Semi to compete in commercial shipping lanes with “no compromises”. TESLA SETTLES TWO 2019 AUTOPILOT LAWSUITS Tesla discreetly settled two lawsuits from 2019 California crashes involving Autopilot; these come after a major Florida verdict against Tesla over FSD failures. The settlements underscore legal risks around Tesla's self-driving technology, which is central to the company's trillion-dollar valuation narrative. MUNICH AIRPORT OPENS 275-POINT EV CHARGING PARK Munich Airport opened Bavaria's largest EV charging park with 275 stations and a solar array of 7,216 modules generating up to 3 MW of renewable power. The €5.2 million project gives passengers 138 accessible EV chargers and supports broader adoption in Germany. EV REALTY BUILDS TRUCK CHARGING HUBS EV Realty is addressing grid limitations for electric trucks by building multi-fleet fast-charging hubs in California, using proprietary software to optimize site selection near industrial centers. The company raised $75 million for expansion, modelling its facilities after data centers and targeting hundreds of megawatts of unused grid capacity. SPAIN 2025 GRID AND EV CHARGING Spain's surging EV adoption in 2025 is stressing the nation's power grid, with current charging sites capable of 1–3 MW but future upgrades needed for heavy-duty vehicles and rural coverage. Experts warn grid upgrades must precede mass charge point rollouts to avoid bottlenecks as demand grows. ICELAND NEW CAR REGISTRATIONS RISE, EVS LEAD Iceland's new car registrations jumped 28% year-on-year, mostly driven by rental companies, with 80% of sales classified as “new energy” vehicles. Fully electric cars accounted for a third of registrations, hybrids 24%, plug-in hybrids 21%, and petrol/diesel just 20%. U.S. EV CHARGING NETWORK GROWTH SLOWS U.S. EV charging infrastructure growth slowed to 19% in the past year, even as demand rises, and total charging output increased 52%. A survey found 53% of U.S. respondents cited lacking charging access as the biggest barrier to EV adoption. UK PLANS £500M SOUTHAMPTON EV TERMINAL ABP plans a £500 million electric vehicle terminal at Southampton to handle surging imports of Chinese EVs, projecting over 100,000 vehicles in 2026—20% of UK car trade through the port. Expansion plans include multi-storey storage, new berths, and capacity to meet demand, as the UK takes a more open approach than the EU or US on Asian EV imports.

Choses à Savoir SCIENCES
Pourquoi les éoliennes produisent-elles plus d'électricité quand il fait froid ?

Choses à Savoir SCIENCES

Play Episode Listen Later Sep 21, 2025 2:32


Pourquoi les éoliennes produisent-elles plus d'électricité quand il fait froid ? La réponse tient à la fois à la physique de l'air et au fonctionnement même des turbines.La densité de l'air : un facteur cléL'électricité produite par une éolienne dépend principalement de la vitesse du vent et de la densité de l'air. La formule de base est la suivante :Puissance = ½ × ρ × S × v³ × Cpoù ρ est la densité de l'air, S la surface balayée par les pales, v la vitesse du vent et Cp le rendement aérodynamique.Or, la densité de l'air varie avec la température. À 0 °C, l'air est environ 10 % plus dense qu'à 30 °C. Concrètement, 1 m³ d'air pèse environ 1,29 kg à 0 °C contre 1,16 kg à 30 °C. Cette différence, qui peut sembler faible, a un effet direct sur la puissance récupérée : plus l'air est lourd, plus il contient d'énergie cinétique pour une même vitesse de vent.Exemple chiffréPrenons une éolienne terrestre de 2 MW, avec un vent de 12 m/s. À 30 °C, elle produira environ 1,7 MW. À 0 °C, dans les mêmes conditions de vent, elle peut monter à 1,9 MW. Le gain est donc de plus de 10 % simplement dû au froid.Les régimes de vent en hiverÀ cela s'ajoute un autre facteur : en hiver, dans beaucoup de régions tempérées, les vents sont plus soutenus et plus réguliers. En Europe par exemple, les parcs éoliens atteignent souvent des facteurs de charge (le rapport entre production réelle et production théorique maximale) de 35 à 40 % en hiver, contre seulement 20 à 25 % en été. Cela signifie que non seulement chaque tour de pale produit davantage d'énergie, mais qu'en plus, les éoliennes tournent plus longtemps à des vitesses optimales.Attention aux extrêmesIl existe toutefois une limite. Les éoliennes sont conçues pour fonctionner entre environ -20 °C et +40 °C. En dessous, la glace peut se former sur les pales, modifiant leur aérodynamique et diminuant la production. C'est pourquoi certaines machines sont équipées de systèmes de dégivrage.En résuméLes éoliennes produisent plus d'électricité par temps froid, d'abord parce que l'air est plus dense et contient donc plus d'énergie, ensuite parce que les régimes de vent hivernaux sont plus favorables. C'est ce double effet qui explique que, dans des pays comme la France, l'Allemagne ou le Danemark, les records de production éolienne se situent presque toujours en hiver. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

Venezuela en Crisis - RadioTelevisionMarti.com
Noticiero Martí Noticias | Miércoles, 17 de septiembre del 2025 - septiembre 17, 2025

Venezuela en Crisis - RadioTelevisionMarti.com

Play Episode Listen Later Sep 17, 2025 29:24


Noticiero de Martí Noticias presenta un resumen de las noticias más importantes de Cuba y el mundo. Titulares: | Déficit de generación en Cuba supera los 2,000 MW y deja a La Habana al borde de un apagón total | El villaclareño Yandi Dita Rodríguez, proclama su inocencia frente a las acusaciones de sabotaje que lo condenaron a 12 años de prisión | La Fiscalía pide la pena de muerte para Tyler Robinson, el presunto asesino de Charlie Kirk | Real Madrid derrota al Marsella en la champions y el tunero Yordan Álvarez lesionado otra vez, recibe malas noticias, entre otras noticias.

The Joint Venture: an infrastructure and renewables podcast
Offshore politicking, hydrogen hopes & banks rally behind UK's biggest battery

The Joint Venture: an infrastructure and renewables podcast

Play Episode Listen Later Sep 12, 2025 37:44


00:02:04 | Orsted's courtroom push to restart Revolution Wind sets the tone as US permits wobble and Massachusetts projects face fresh scrutiny. We also unpack Lithuania's fourth delay to its 700 MW auction and the EU's new tripartite contracts bringing governments, developers and industry to the same table for offshore wind, grids and storage.00:14:57 | Back in Britain, Bluefield secures consent across four solar and storage sites, and Fidra's 1.4 GW Thorpe Marsh reaches close with a broad banking club and support from the National Wealth Fund.00:22:47 | In analysis, we stress test the Hydrogen Council's new data, separating pipeline hype from bankable demand and asking where real offtake will land by 2030.Interested in tickets for our Milan event or the awards show? Email conferences@inspiratia.com or buy them directly on our website.Reach out to us at: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratiaListen to all our episodes on Apple Podcasts, Spotify, and other providers. Music credit: NDA/Show You instrumental/Tribe of Noise©2025 inspiratia. All rights reserved.This content is protected by copyright. Please respect the author's rights and do not copy or reproduce it without permission.

Energizing Bitcoin
TeraWulf's $3.7B Deal w/ Google, Block's Disruptive New ASIC, O&G Gets Into Power

Energizing Bitcoin

Play Episode Listen Later Sep 9, 2025 56:03


Justin Ballard (@JLB_Oso) and Jake Corley (@jacobcorley) regroup to riff on miner-to-AI megadeals, gas-to-power plays, and a modular ASIC that could reset fleet economics.AI x Power x BitcoinThis week we break down:TeraWulf × Google – a 10-year, 200 MW hosting deal (headline $3.7B; options could push multiyear value far higher) and why clean, reliable electrons (nuke/hydro) earn a premium—and might end in outright M&A.Who's Next? – the consolidation map: why Bitfarms (and possibly IREN/Iris) look “target-ready,” what MARA/RIOT are more likely to do, and how miner stock spikes telegraph hyperscaler interest.CoreWeave–Core Scientific Playbook – how long-dated revenue agreements morph into acquisitions when the real prize is energized, rack-ready capacity.Coterra's Power Option – a 7-year gas sale to CPV's 1.3 GW CCGT in Ward County with the right to buy ~250 MW/day indexed to ERCOT West—the first true Permian netback template and what it signals for E&Ps.Turbines, Permits & Sudoku – deposits and long lead times, GPA/air permits (NOx/CO₂), and the catch-22 between offtakes and hardware—why scale + compliance + capital win.Block's Proto Miner – Apple-clean design, rack-side sub-90-second repairs (as pitched), modular hashboards, open-source fleet software, and a 10-year design life—what that does to uptime and capex cycles.The AI Arms Race – trillion-dollar capex, billion-dollar talent bids, China's generation build-out, and why power-secure brownfield beats greenfield timelines.Where to Find Us IRL – Permian Power Conference (Midland, Sep 29–30) + Texas Capitol investor day/North American Blockchain Summit (Dallas, October).

Clean Power Hour
Things You MUST KNOW About RE+ 2025

Clean Power Hour

Play Episode Listen Later Sep 8, 2025 53:24 Transcription Available


The Clean Power Hour LIVE is back with the latest in solar, wind, and storage. Tim Montague and John Weaver dive into the most important stories shaping clean energy today. The hosts also discuss their upcoming RE+ booth visits, hardware purchasing strategies, and the evolving landscape of energy consultancy beyond traditional solar installation.Episode HighlightsGerman researchers at Fraunhofer develop aesthetic solar facades with 80% efficiency for building-integrated PV (Interesting Engineering).China launches the world's largest perovskite project, a 5 MW demonstration plant pushing tandem solar forward (Perovskite-Info).Ørsted tests drone deliveries for offshore wind farms, moving equipment and supplies 75 miles offshore (Renews Biz).New ultra-low-cost underground battery solution priced at $53/kWh unveiled in Shanghai, sparking industry discussion (Energy Storage News).T1 Energy, formerly FREYR, sells out 2025 solar module capacity after a 437 MW deal, signaling strong US demand (Taiyang News).Fraunhofer ISC establishes a US TopCon solar cell pilot line, targeting a 4 GW factory in Houston (Solar Global).New Mexico utility chooses distributed batteries over gas peakers, retrofitting storage into existing PV sites (Energy Storage News).Understanding FEOC compliance: layers of verification create an “onion” of complexity for tax credit financing (PV Magazine). 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

The Hydrogen Podcast
Plasma Recycling, Hydrogen Ferry, Scotland's Transition & BMW's 2028 Hydrogen Car

The Hydrogen Podcast

Play Episode Listen Later Sep 8, 2025 9:01 Transcription Available


In today's episode of The Hydrogen Podcast, we explore four transformative hydrogen stories shaping technology, transport, and energy markets worldwide:♻️ Korea's Plasma Torch BreakthroughHydrogen-powered plasma torch hits 2,000°CConverts unsorted plastic into ethylene & benzene70–90% yields with 99% purity, almost no emissionsPotential game-changer for chemical recycling by 2026⛴ San Francisco's Hydrogen Ferry “Sea Change”75-passenger fuel cell catamaran debuts in the BayZero-emission propulsion, only water vapor exhaustPublic-private partnership (Chevron, SWITCH Maritime, United Airlines)Sets precedent for scaling hydrogen ferries in U.S. waters

X22 Report
Chicago Is Next, Trump Confirms That We Are Poised To Win The Midterms, Stage Set – Ep. 3719

X22 Report

Play Episode Listen Later Aug 28, 2025 93:47


Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger Picture The D Governors are destroying their states by pushing the green new scam, utility costs are rising and the people are noticing. This Labor Day fuel prices are now lower than 2020. The battle has begun and Trump made the first move in firing Lisa Cook, this will determine who will have the control over the creation of currency. The [DS] have been planning a major [FF] before the midterms, they cannot allow Trump win. Trump knows the playbook and is dismantling many of the pieces to the [FF] to limit what the [DS] has planned. Trump is building the narrative that he will be going into Chicago next. Trump messaged the people that everything is being put into place to win the midterms. Stage has now been set.   Economy Governor Murphy's Green New Deal Exacerbates NJ Energy Crisis New Jerseyans are feeling the pain of higher electricity bills. They should blame Governor Phil Murphy and the New Jersey Board of Public Utilities (BPU) for inviting this energy crisis. The BPU was slated to approve a 20% rate hike in June, but delayed the rate hike until September 30. On August 14, the BPU announced a $100 Residential Universal Bill Credit to help lower bills in September and October. This is a way to use taxes to disguise the cost of utility bills, but New Jerseyans are still shouldering these costs. When announcing this relief measure, Governor Murphy didn't accept responsibility for higher prices. Instead, he blamed PJM Interconnection, a grid operator servicing New Jersey and 12 other states, for creating a “cost crisis.” Earlier this summer, he urged residents to set their air conditioners to 76-78 degrees Fahrenheit and delay appliance usage until 8 p.m. But Garden Staters aren't buying what Murphy is selling. Since Governor Murphy entered office in 2017, six power plants—including five coal plants and Oyster Creek nuclear reactor—were shut down. This represents a loss of 2,500 megawatts (MW) of net capacity. As a result, the state consumes more energy than it produces. It imported 20% of its electricity from out-of-state power generators—namely, Pennsylvania. Imported electricity is more expensive due to higher fuel and transmission costs. One analysis found NJ's green “transition” “has outpaced its replacement infrastructure, raising concerns about grid stability, cost volatility, and energy independence.” Yet, there is no transition occurring. Natural gas and nuclear have cumulatively supplied over 90% of the state's net electricity generation since 2011. Renewables, including solar, barely supply 8%. But don't take my word for it. States with clean energy mandates—including renewable standard portfolios (RPS) that mandate electric utilities set renewable energy targets—generally have higher electricity costs compared to states without them. As of this writing, New Jersey electricity rates are the 12th most expensive in the nation, averaging 20.49¢ per kilowatt-hour (kWh). That's 17.3% higher than the national average (17.47¢ per kWh). For context, the average American household uses about 10,800 kWh annually. Source: thegatewaypundit.com (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); https://twitter.com/WhiteHouse/status/1961107774386934217 2024 $3.29

Solar Maverick Podcast
SMP 231: Safe Harbor Guidance: Big Beautiful Bill's Renewable Shake-Up

Solar Maverick Podcast

Play Episode Listen Later Aug 28, 2025 48:26


Episode Summary: In this episode, host Benoy Thanjan sits down with Dorian Hunt, Partner and Head of Renewables at Leo Berwick, to unpack the new safe harbor rules, the impacts of the Big Beautiful Bill, and what's coming next in tax and policy guidance for renewable energy. Dorian also dives into repowering projects, economic obsolescence, co-location strategies, bonus depreciation, and solar industry trends.  Dorian offers practical advice for developers and investors navigating today's fast-changing environment. Biographies Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MW of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credits (“REC”) transactions. Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla's Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market. As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MW of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm's renewable portfolio. Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund. Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar. Dorain Hunt Dorian leads Leo Berwick's Energy & Renewables tax practice.  Dorian has 20 years of experience in tax credit monetization, with clients including renewable energy project developers, tax equity investors, project lenders, insurers and syndicators. Prior to joining Leo Berwick, he was a leader in the Power and Utilities and Energy Transition practices of a Big 4 firm, where he focused on providing tax consulting services with respect to tax credit-driven project finance across, with a focus on renewable energy. Dorian is a thought leader in the tax credit space and has authored articles on topics including the potential implications for “direct pay” of renewable energy tax incentives and on the impact of the Tax Cuts and Jobs Act on the US renewable energy industry.  He has also presented on these and other similar topics for organizations such as IPED, NARUC, and the Boston Bar Association. Dorian has experience with myriad energy incentive programs including Treasury 1603 grants, 48C advanced energy manufacturing studies, and the rapidly-developing field of 45Q carbon capture credits.   Stay Connected: Benoy Thanjan Email: info@reneuenergy.com  LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com   Dorian Hunt  Linkedin:  https://www.linkedin.com/in/dorian-hunt/ Website:  https://www.leoberwick.com/ Newsletter:  https://www.linkedin.com/newsletters/energy-transition-insider-7197296760090750976/