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It's EV News Briefly for Wednesday 22 July 2026, 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/EVNewsDailyVW CONFIRMS ELECTRIC NEXT-GEN AMAROKVolkswagen Commercial Vehicles brand chief Stefan Mecha has confirmed that the third-generation Amarok will be offered as a fully electric model, part of a flexible drivetrain strategy spanning PHEVs and EVs that he says is essential to keeping the ute competitive, while the current Amarok's powertrain line-up stays unchanged. The timing points to 2029-2030, matching the expiry of VW's production deal with Ford, and talks with Ford about the next generation's underpinnings are still ongoing.MG GO! PREVIEWS SMALL EV FOR 2027MG has unveiled the GO! concept at the Goodwood Festival of Speed, a roughly four-metre B-segment electric hatchback designed at SAIC's U.K. studio that borrows MGB GT grille lines and vertical taillamp elements, with production due in 2027 and possibly badged MG 2. MG admits the show car is a "dressed up" version that will lose its bulging fenders, oversized wheels, tow hooks and diffuser, and while technical details are unconfirmed, industry coverage points to MG's front-drive E3/Urban architecture with modest LFP batteries to rival the Renault 5 E-Tech and Mini Cooper Electric.TESLA OPENS FIRST PUBLIC SEMI MEGACHARGERTesla has opened its first public Megacharger station for Semi fleets in Bloomington, California, about an hour east of Los Angeles, with six stalls each capable of up to 1.2 MW and access for all Tesla Semi commercial fleet customers. The launch was confirmed by Tesla Charging on X and marked with a ribbon-cutting attended by trucking, fleet and charging figures, with the San Bernardino County site chosen for its position on the freight corridor linking the Ports of Los Angeles and Long Beach to Southern California's warehouse network.USED EVS OUTPACE PETROL CARS IN BRITAINSteep fuel prices have driven a surge in British used-EV demand, with Autotrader's July fastest-selling ranking filled entirely by electrified models for the first time — eight of them fully electric, double last year's tally — led by the MG ZS at 13 days against a 24-day average for used EVs and 30 days across all fuel types. Average used-EV prices rose 1.6% year-on-year to £24,662 ($33,225), the first increase since December 2022, and Autotrader's Marc Palmer says that unlike past Middle East-driven spikes tied to events such as the US-Israeli war on Iran and the Strait of Hormuz closure, this demand has been sustained while the ten slowest sellers were all petrol or diesel.LOW-INCOME HOUSEHOLDS LEAD GERMAN EV SUBSIDY APPROVALSHandelsblatt reports that 48% of approvals under Germany's new EV subsidy scheme have gone to households with taxable income up to €45,000 ($51,300), according to data from a parliamentary inquiry by Left Party lawmaker Jorrit Bosch, with lower-income buyers eligible for up to €6,000 ($6,840) on new BEVs, range-extenders and select plug-in hybrids depending on vehicle type, income and family size. The programme launched in January to replace the flat-rate scheme scrapped abruptly in late 2023, and environment ministry figures show foreign manufacturers took most of the support, with only two of the 14 most-subsidised brands being German as Germany's EV fleet passed 2.2 million by early April 2026.SUBARU CUTS 2027 SOLTERRA PRICE IN CANADASubaru Canada has cut the 2027 Solterra's starting MSRP to $47,995, $4,500 below the 2026 model and just under the country's $50,000 EVAP threshold, which restores its eligibility for the federal rebate worth up to $5,000. Subaru quotes an effective starting figure of $46,727 with delivery, dealer fees and the rebate included, against $55,285 for the current 2026 car, with the updated model due at Canadian dealerships later this year.CANADA CLEARS 6,531 CHINA-MADE EV IMPORTSCanada had imported 6,531 China-made EVs by July 14, leaving roughly 75% of the 24,500-vehicle first-half quota unused, with arrivals starting in May and building through June and July but falling well short of the allowance. Ottawa will keep the current quota open through August before adding a further 24,500 vehicles plus any unused first-half volume for September through February 2027; Global Affairs Canada does not break the figures down by brand, but Shanghai-built Tesla Model 3s are presumed to dominate, Lotus has accounted for nearly two dozen and Polestar is expected to resume Polestar 2 imports in August.DONGFENG MOVES INTO CANADIAN EV MARKETDongfeng plans to enter Canada's EV market under the low-tariff quota created by Mark Carney's deal with China earlier this year, showing the Vigo and Nammi Box 01 to buyers at an Old Port event in Montreal this week while it completes regulatory certification. North World Industry will handle distribution, and the company is starting with consumer awareness before sales, aiming to launch its first two models next year.KIA PITCHES SMALL EV VAN FOR CANADIAN FLEETSKia Canada has pitched the PV5 as a compact electric cargo van for small businesses and urban fleets, offering about 160 cubic feet of cargo volume and targeting tradespeople, last-mile delivery firms and telecom operators that do not need a full-size vehicle. The real test may be size rather than range or price, given GM pulled its Ontario-built BrightDrop vans — offering 400 or 600 cubic feet — from the market last fall after weak sales, while Kia calls the smaller PV5 an answer to an "unmet need".GEELY SETS E2 PRICE BELOW €20,000 IN ITALYGeely will launch the E2 small electric hatchback in Italy in October at a promotional €19,900, undercutting the Citroen e-C3 at €20,490 and sitting just above the BYD Dolphin Surf at €19,790; the same car is sold as the EX2 in the U.K. and the Xingyuan in China, where it was last year's best-selling model with 160,800 wholesale deliveries in the first five months of this year. In Europe's small-EV class the Renault 5 E-Tech leads with 36,575 sales, up 35%, ahead of the e-C3 on 17,859 (down 11%), the Dolphin Surf on 15,072 and the Peugeot e-208 on 10,546, up 23%.HOYMILES LAUNCHES UL 3700 BALCONY SOLAR INVERTERHoymiles has launched the HiFlow Pro, which it says is the first US microinverter certified under UL 3700, the new safety standard for plug-in balcony solar, a model already popular in Europe — especially Germany — that lets homeowners and renters run portable panels through a standard outlet instead of a rooftop install. Eight states had signed plug-in solar bills into law as of July 2026 — Utah, Maine, Virginia, Maryland, Colorado, Connecticut, Vermont and New Hampshire — with New York's awaiting the governor's signature as of July 16 and nearly 30 states having introduced legislation, while safeguards must prevent the reversed power flow from feeding the grid during outages; a single 360W unit produces up to 721.08 kWh a year and up to four can run in parallel across separate outlets.RUSSIAN FUEL SHORTAGES PUSH DRIVERS TO EVSUkrainian strikes on energy targets have tightened Russian fuel supplies, bringing hours-long queues and rising gasoline and diesel prices that are pushing some motorists towards electric cars, including engineer Oksana Yasinskaya, 36, who told Automotive News the queues settled her decision to buy an EV and that she values not wasting hours on what she called a humiliating wait, with some drivers queuing late at night. Autostat says EV and plug-in hybrid sales accelerated in June as shortages worsened and expects the tiny market to grow if the crisis drags on, though it still leans on used cars rather than fresh showroom demand.
What if your home could cut electricity bills by 60%, survive weeks without the grid, and earn money while you sleep?Lunar Energy is building an integrated home energy system combining solar, batteries, load controls, and AI-powered software. Its GridShare platform already manages 650+ MW across 150,000 homes, including third-party hardware.Founder and CEO Kunal Girotra previously led Tesla Energy from 2015 to 2020, helping bring Powerwall into residential energy storage. He has since raised more than $230 million to build Lunar.Here's what we discussed:How to turn homes into distributed power plants — Why combining batteries, solar, controllable loads, and virtual power plants can lower bills, provide backup power, and create new grid revenue for homeowners.Why software matters more than battery hardware — How Lunar uses device-agnostic software to manage its own products and third-party equipment across 150,000 homes and 650+ MW of capacity.How AI can cut electricity costs by another 10–15% — Why localized, real-time optimization against changing import and export prices outperforms basic solar-plus-storage self-consumption.Why leasing is becoming the default for home batteries — How zero-down financing, tax-credit changes, and immediate monthly savings have pushed roughly 80% of Lunar customers toward leases.How to raise $230M for a climate hardware company — Why proving product-market fit, securing Sunrun as both an investor and distribution partner, and demonstrating resilience under adversity mattered more than ambitious promises.--1️⃣ Join our confidential CEO community.Private CEO group for VC/PE-backed climate tech founders navigating capital, strategy, and scale. Capped at 45 CEOs. → entrepreneursforimpact.com2️⃣ Join 40,000 professionals who get our newsletter.Climate tech finance, strategy, leadership. 2-min read. → entrepreneursforimpact.substack.com3️⃣ Leave a podcast review.If you got value, take 30 seconds and do the community a favor. It helps push more capital and talent toward scalable climate solutions.
NESTA EDIÇÃO. Preço do barril volta a pressionar a inflação em julho, depois de um alívio em junho. Governo dos EUA formaliza taxa de 25% para produtos brasileiros, incluindo etanol. Presidente da Petrobras, Magda Chambriard, escreve sobre o gas release. Resposta da Demanda contrata 344 MW para redução de consumo em horário de pico. *Locução gerada por IA
VOV1 - Với nhiều năm hoạt động trên biển, Tập đoàn Công nghiệp - Năng lượng Quốc gia Việt Nam (Petrovietnam) được đánh giá có lợi thế ở nhiều lĩnh vực như khảo sát, thiết kế, chế tạo kết cấu, lắp đặt, vận hành và bảo dưỡng các công trình ngoài khơi.Điện gió ngoài khơi đang bước vào giai đoạn phát triển mới, khi trọng tâm chính sách chuyển từ khuyến khích đầu tư sang lựa chọn những nhà đầu tư thực sự có năng lực. Nghị định số 272/2026/NĐ-CP của Chính phủ được kỳ vọng sẽ thiết lập "bộ lọc" cần thiết, bảo đảm khai thác hiệu quả tài nguyên biển, đồng thời tạo nền tảng cho sự hình thành ngành công nghiệp điện gió ngoài khơi hiện đại và bền vững. Theo Quy hoạch điện VIII điều chỉnh, điện gió ngoài khơi được xác định là một trong những trụ cột của quá trình chuyển dịch năng lượng, góp phần bảo đảm an ninh năng lượng quốc gia và hiện thực hóa mục tiêu phát thải ròng bằng "0" vào năm 2050. Việt Nam đặt mục tiêu phát triển khoảng 17.000 MW điện gió ngoài khơi vào năm 2035. Không chỉ tạo nguồn điện sạch, lĩnh vực này còn mở ra dư địa phát triển cho các ngành công nghiệp hỗ trợ như cơ khí chế tạo, đóng tàu, logistics, dịch vụ cảng biển; thúc đẩy kinh tế biển, tạo việc làm cho người dân ven biển và góp phần bảo vệ chủ quyền biển đảo của Tổ quốc.Tuy nhiên, khác với điện mặt trời hay điện gió trên bờ, điện gió ngoài khơi là lĩnh vực có quy mô đầu tư rất lớn, yêu cầu công nghệ hiện đại, thời gian chuẩn bị kéo dài và mức độ rủi ro cao. Chính vì vậy, lựa chọn đúng nhà đầu tư ngay từ đầu được xem là điều kiện tiên quyết để bảo đảm khai thác hiệu quả tài nguyên biển.Nếu thiếu cơ chế sàng lọc phù hợp, nguy cơ xuất hiện các dự án chậm tiến độ, kém hiệu quả hoặc doanh nghiệp đăng ký chỉ nhằm "giữ chỗ" sẽ ảnh hưởng trực tiếp đến quá trình phát triển của ngành cũng như việc thực hiện các mục tiêu trong Quy hoạch điện VIII điều chỉnh.Trong bối cảnh đó, việc Chính phủ ban hành Nghị định số 272/2026/NĐ-CP đánh dấu bước chuyển quan trọng trong tư duy quản lý, từ khuyến khích đầu tư sang lựa chọn những nhà đầu tư thực sự có năng lực tài chính, công nghệ và kinh nghiệm để triển khai các dự án điện gió ngoài khơi quy mô lớn.Theo quy định, tổ chức đề nghị được giao khu vực biển để khảo sát phải có vốn chủ sở hữu tối thiểu tương ứng 1 tỷ đồng cho mỗi MW công suất đăng ký khảo sát; trường hợp đăng ký nhiều dự án, yêu cầu về vốn được tính trên tổng quy mô công suất. Quy định này cho thấy cơ chế quản lý không còn dừng ở việc xem xét hồ sơ đăng ký mà chuyển sang đánh giá năng lực thực chất của nhà đầu tư ngay từ giai đoạn khảo sát.Việc sàng lọc nhà đầu tư ngay từ đầu là yêu cầu tất yếu đối với điện gió ngoài khơi. Ảnh Petrovietnam.
Join Elevated GP: theelevatedgp.com Dental Digest Podcast | Episode 189: Mastering Dental Light Curing and Polymerization Host: Dr. Melissa Seibert Guest: Dr. Richard Price (Dentist, PhD, clinical scientist, and professor at Dalhousie University) Episode Overview In this episode, Dr. Melissa Seibert sits down with leading authority Dr. Richard Price to clear up the most common mistakes dental professionals make when light curing . From the truth about warming composites to the physics of energy delivery and the emerging realities of laser curing tech, this episode is a deep dive into evidence-based protocols that directly impact the longevity of your daily restorations . Key Discussion Points 1. Avoid the #1 Light Curing Mistake Follow the Minimums: The most common mistake in clinical practice is not curing for the manufacturer's recommended time . Read the Instructions: Always check instructions for both your specific bonding agent and the composite resin you are using . Minimum vs. Maximum: Remember that the manufacturer-recommended times are the absolute minimum requirements, not the maximums . 2. The Truth About Warming Composite Adaptation, Not Curing: Dr. Price is a major advocate for warming composite because it significantly improves material adaptation, leading to fewer voids and gaps . No Mechanical Upgrades: Warming composite does not actually drive the polymerization reaction further or improve final mechanical properties . Rapid Heat Loss: Because composite is a poor thermal conductor, it loses its heat incredibly fast . By the time a dentist squirts, inserts, and sculpts the material, it has already cooled down to mouth temperature, neutralizing any curing benefits . Pulpal Safety: Studies show that while warming composite itself does not cause pulpal damage, using curing lights that deliver heavy red and infrared light can produce the greatest temperature rises in the pulp . A temperature increase of 5°C to 6°C can lead to pulp necrosis . 3. Managing Deep 6mm Restorations The Bulk Fill Strategy: For a deep gingival floor (e.g., 6mm deep), Dr. Price recommends placing a 4mm layer of bulk fill composite as the first increment . Translucency Trade-offs: Bulk fill materials allow more light to pass through due to higher translucency, though this can sometimes make the restoration look gray in the mouth . The Hybrid Layering Technique: To achieve both an assured deep cure and optimal aesthetics, place a 4mm bulk fill base followed by a 2mm layer of conventional aesthetic composite on top . Shade Variations: Be aware that dentin or darker shades (like A6B) often require twice the curing time (e.g., 20 seconds vs. 10 seconds) and must be placed in thinner increments (e.g., 1.5mm vs. 2mm) compared to enamel and body shades . 4. The Math of Curing: Total Energy Formula Energy Calculation: Total energy is calculated by multiplying the curing light's irradiance by the exposure time ($text{Energy} = text{Irradiance} times text{Time}$) . Joules Matter: If a manufacturer requires 10 Joules per centimeter squared ($text{J/cm}^2$), a standard curing light emitting $1,000 text{ mW/cm}^2$ requires a 10-second cure . High-Intensity Traps: To deliver that same energy in a abbreviated 3-second cure, a light must output at least $3,333 text{ mW/cm}^2$ . Most conventional curing lights max out around $3,000 text{ mW/cm}^2$ . Advanced Technology & Safety Concerns Laser Curing Lights Distance Resistant: Laser curing lights are highly effective over long distances and are relatively unaffected by the physical gap between the tip and the tooth . Pinpoint Limitations: The main downside to current laser technology is the narrow, pinpoint beam profile; it offers high irradiance at the dead center but fails to provide a broad, uniform cure across the edges of a restoration . Extreme Optical Hazard: If a laser light accidentally flashes into an operator's, assistant's, or patient's eyes, it can cause immediate, permanent blindness . Strict eye protection is mandatory . The Blue Light Hazard Photo Retinitis: While it is unproven if dental LED lights directly cause macular degeneration, they are highly documented to cause photo retinitis, which presents as lingering "after-images" or spots in your vision . Sleep Disruption: Exposure to intense blue light is proven to severely disrupt human circadian rhythms and sleep patterns . Protection Necessary: Dentists must actively protect their eyes by using orange shields or specialized protective glasses rather than looking away blindly . Dr. Price's Step-by-Step Clinical Curing Protocol Initial Hover: Start the curing cycle 2 to 3 mm away from the tooth for the first 1 to 2 seconds . This quickly hardens the top layer and protects your sculpted anatomy from being disturbed . Close Contact: Bring the curing light tip in as close as possible, making direct contact with the surface . Finger Stabilization: Use a two-handed technique, utilizing your fingers over the restoration to physically stabilize the curing tip so it cannot drift if the patient moves . Thermal Breaks: High-power lights generate intense heat . If using a powerful light for a mandatory 20-second cure, break it up (e.g., 10 seconds on, a brief pause, then 10 seconds on) to protect the tissue . Cooling Air: Blow a stream of air across the tooth between curing increments to actively mitigate heat buildup . Never use water, as unpolymerized composite is highly hydrophobic . Multi-Angle Curing: Once the matrix band is removed on a Class II restoration, always cure again from both the buccal and lingual aspects to eliminate shadows cast by prep walls or remaining matrices . Overlapping Exposures: Standard light tips should be at least 10mm in diameter . If a restoration is wider than your light tip, perform multiple overlapping exposures to ensure the peripheral margins are fully cured .
VOV1 - Hàng nghìn tài liệu được cho là liên quan đến Nhà máy điện hạt nhân lớn nhất Ấn Độ Kudankulam vừa bị nhóm mã độc tống tiền World Leaks phát tán trên mạng, làm dấy lên lo ngại về an ninh mạng đối với cơ sở hạ tầng trọng yếu của nước này.Theo truyền thông Ấn Độ, nhóm World Leaks đã công bố gần 19.000 tệp dữ liệu với tổng dung lượng khoảng 14,3 GB, nằm trong hơn 858.000 tệp được cho là đánh cắp từ Tập đoàn Reliance - một trong những nhà thầu tham gia xây dựng các tổ máy số 3 và 4 của Nhà máy điện hạt nhân Kudankulam tại bang Tamil Nadu. Dữ liệu bị phát tán được phát hiện xuất hiện trên mạng từ ngày 11/6.Các tệp được cho là bao gồm bản vẽ hệ thống thông gió và làm mát, sơ đồ phòng điều khiển chung, danh sách nhà cung cấp, hồ sơ họp và kiểm tra kỹ thuật, đánh giá thiết bị cùng các hợp đồng bảo hiểm từ năm 2016 đến giữa năm 2025. Tuy nhiên, các tài liệu không liên quan đến hệ thống lõi lò phản ứng do Tập đoàn Rosatom của Nga cung cấp.Tập đoàn Reliance xác nhận đã xảy ra một vụ “xâm nhập dữ liệu một phần” trên máy chủ do trung tâm dữ liệu Yotta vận hành và cho biết đã thông báo vụ việc tới Chính phủ Ấn Độ, song không tiết lộ cụ thể dữ liệu nào bị đánh cắp. Theo trung tâm Yotta, hệ thống đã phát hiện hoạt động đáng ngờ trên máy chủ từ ngày 29/5 và kịp thời ngăn chặn việc thực thi mã độc. Tuy nhiên, đến cuối tháng 6, Reliance mới thông báo rằng các đối tượng bên ngoài tuyên bố đã đánh cắp dữ liệu. Hiện Yotta vẫn chưa thể xác minh các tuyên bố này và đang phối hợp điều tra.Một số nguồn tin cho biết, hiện Tập đoàn Điện hạt nhân Ấn Độ (NPCIL) đã làm việc với Tập đoàn Reliance và Đội ứng cứu khẩn cấp máy tính Ấn Độ (CERT-In) để điều tra nguyên nhân cũng như đánh giá mức độ ảnh hưởng.Nhà máy điện hạt nhân Kudankulam hiện là cơ sở điện hạt nhân lớn nhất trong bảy nhà máy điện hạt nhân của Ấn Độ, với công suất thiết kế 6.000 MW và giữ vai trò then chốt trong kế hoạch mở rộng năng lượng hạt nhân của Chính phủ Ấn Độ. Hai tổ máy số 3 và số 4, do Tập đoàn Reliance tham gia xây dựng, dự kiến đi vào vận hành trong năm 2027 với tổng công suất 2.000 MW.Đây là lần thứ hai Kudankulam liên quan đến một sự cố an ninh mạng. Năm 2019, phần mềm độc hại có liên quan đến một nhóm tin tặc từng được phát hiện trên mạng hành chính của nhà máy, song các hệ thống vận hành và an toàn hạt nhân sau đó được cho là không bị ảnh hưởng./. Đình Nam/VOV Ấn ĐộNhà máy điện hạt nhân Kudankulam, Ấn Độ. Ảnh: IAEA
Episode Summary In this episode of the Solar Maverick Podcast, Benoy Thanjan speaks with Matt Coleman, CEO of Davis Hill Development and Principal of Skyview Ventures. The conversation centers on Davis Hill's partnership with HiveTracks, an innovative program that uses beekeeping and honey analysis as a biodiversity monitoring tool on solar sites. Matt explains how HiveTracks analyzes honey, pollen, and environmental DNA to track pollutants, invasive species, and ecosystem health, and how that data informs vegetative maintenance, mowing schedules, and seeding decisions on Davis Hill's projects. Benoy and Matt also discuss agrivoltaics and multi-use land strategies, including grazing, hay production, and a new cranberry bog project in Massachusetts, the importance of long-term partnerships with farmers and landowners, how community-focused land stewardship can strengthen permitting outcomes, and the evolving role of solar-plus-storage and standalone battery projects. The episode closes with Matt's advice for early-stage clean energy entrepreneurs on differentiation and market timing. Biographies Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, a solar development and consulting firm, and the host of the Solar Maverick Podcast. He also serves as a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed more than 100 MW of solar projects across the United States, advised on more than 1 GW of energy projects worldwide, helped launch some of the first residential solar tax equity funds at Tesla, and brokered approximately $50 million in renewable energy credit transactions. Before founding Reneu Energy, Benoy worked in Tesla's Project Finance Group as an environmental commodities trader, where he managed one of the company's largest environmental commodities portfolios. He originated renewable energy credit transactions and worked with senior leadership to develop monetization and hedging strategies supporting the company's expansion into East Coast markets. Benoy also served as Vice President at Vanguard Energy Partners, a solar and energy storage construction company, where he developed project finance solutions for commercial-scale solar portfolios. At Ridgewood Renewable Power, a private equity fund with approximately 125 MW of U.S. renewable energy assets, he evaluated investment opportunities, supported portfolio strategy, and played a key role in the sale of the firm's renewable energy portfolio. Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and in Financial Advisory Services at Ernst & Young. He also completed an internship on the trading floor at D. E. Shaw & Co., a global investment and technology development firm. Benoy holds an MBA in Finance from Rutgers University and a Bachelor of Science in Finance and Economics from the NYU Stern School of Business, where he was an Alumni Scholar. Guest Information Matt Coleman Matt Coleman joined Skyview in February 2016 and brings over fifteen years of expertise in renewable energy via project development and finance, corporate investment, and technology development. Mr. Coleman was most recently EVP of Business Development at Clean Focus, where he led the company's commercial and utility solar power project development and acquisition. Prior to Clean Focus, Mr. Coleman co-founded and managed one of the first renewable energy sector hedge funds in the United States. He also helped launch two different concentrating solar firms, Soliant Energy and Hyperlight Energy, and developed and financed a variety of distributed generation technologies for RealEnergy. Mr. Coleman earned an MBA from the Anderson School at UCLA and a BA in Environmental Science from Johns Hopkins University. Stay Connected: Benoy Thanjan Email: info@reneuenergy.com LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com Website: https://www.solarmaverickpodcast.com/ Matt Coleman Skyview Ventures https://skyviewventures.com/ Davis Hill Development https://www.davishilldevelopment.com/ Hivetracks https://www.hivetracks.com/ Matt Coleman on LinkedIn https://www.linkedin.com/in/mattecolem/ Sponsor This episode of the Solar Maverick Podcast is brought to you by Reneu Energy. Reneu Energy works with companies and organizations on renewable energy strategy, project development, owner's representation, project finance, renewable energy credits, and market advisory services. To learn more, visit: https://www.reneuenergy.com Listen and Subscribe Subscribe to the Solar Maverick Podcast on Apple Podcasts, Spotify, YouTube, or your favorite podcast platform. If you enjoyed this episode, please leave a rating and review. It helps more people discover conversations with the leaders shaping the future of solar, storage, and the energy transition.
We Like Shooting - Ep 671 This episode of We Like Shooting is brought to you by: Foxtrot Mike (Code: WLSISLIFE) C&G Holsters (Code: WLSISLIFE) Midwest Industries (Code: WLSISLIFE) Night Fision (Code: WLSISLIFE) Blue Alpha Flatline Fiber Co (Code: WLS15) Second Call Defense Giveaways!! GAW Text Dear WLS or Reviews +1 743 500 2171 Public Show Titles GOA GOALS Aug 1-2 in Iowa. https://goals.goa.org/ GEAR CHAT THEFIREARMBLOG Magnum Research DE50THR .50 AE Desert Eagle Magnum Research offers a threaded barrel option for the .50 AE Desert Eagle via the DE50THR kit, which includes a custom L5 piston engineered to manage additional backpressure from a suppressor and ensure reliable cycling. The .50 AE cartridge propels a 325-grain bullet at approximately 1,400 fps with 1,400 ft-lbs of energy. Unsuppressed sound levels are 173-177 dB; suppressed use yields a realistic 15-20 dB reduction resulting in 155-160 dB. THEFIREARMBLOG Saberdyne Systems NDEX Indexing Sight System The NDEX is a patented rear-sight-only iron sight system (US 9,915,501) that completely eliminates the traditional front sight post on pistols. It is offered in three heights: Small (low-profile, Glock direct-to-slide mount), Tall, and Extra Tall (both red-dot compatible for suppressor or optic co-witness). The design philosophy prioritizes threat focus under stress by removing the front-sight alignment step, arguing that fine motor skills degrade first in high-threat scenarios. THEFIREARMBLOG New Staccato Hd P4x Full Size Compensated Duty Handgun 44829313 https://pew.report/c/4J95pR ORLANDO FFL(Nick) Slam Fire Reset Trigger For Mossberg 500590 5115658 ODYSEE S W M P Magazine Extension +6 140mm USPSA:1 +6 Magazine Extensions for full size Smith & Wesson M&P 2.0 pistols (that also clears the factory Smith flared mag well found on the Competitor model). Just barely clears the 140mm threshold in a mag … ARO PRODUCTS(Nick) Aro Wrap The ARO Wrap™ is a sub-1-ounce woven polypropylene holster chassis wrap that transforms your Safariland duty holster into a fully modular accessory platform. Available in Vault and Legacy variants. Compatible with MOLLE and screw-mount accessories on all four sides. $55.00. Note Best can for my ps-90? BULLET POINTS RECOILWEB Kimber Warrior 1911 Optimized for Duty Use The article details the optimization of a used Kimber Warrior .45 ACP 1911, a commercial homage to the MCSOCOM Det 1 ICQBP sidearm. Upgrades include a Wolff Gunsprings 18.5 lb variable recoil spring, Nighthawk Custom one-piece magwell with lanyard loop, Nighthawk drop-in trigger pack (3.75-4 lb pull), 10-8 Performance flat trigger shoe, and VZ Simonich Gunner grips. The result is a reliable, enhanced single-stack 5-inch 1911 for duty/LE or armed citizen carry at a total cost of approximately $1,500. INSIDE SAFARILAND Top 7 Common Sense Ar 15 Upgrades https://pew.report/c/A4ksrC THEFIREARMBLOG Colt Optics LP5X-P LE-Only Multi-Emitter Aiming Laser The Colt Optics LP5X-P, developed in partnership with Brolis Defence, is a NATO-standardized, weapon-mounted aiming laser restricted to law enforcement and military use. It integrates four co-aligned emitters in a compact polymer housing: a 26 mW visible green pointer, IR pointer, electronically adjustable IR illuminator, and VCSEL IR flood illuminator, all zeroing to the same point with minimal bore offset. Powered by a single CR123A battery, it features an IP68 seal, integral flip-up backup iron sight, gloved-hand controls, and MIL-STD-1913/STANAG 4694 rail compatibility, indicating a trend toward multi-spectrum, all-in-one aiming devices for tactical operators. GUNCADINDEX BLAPR 47:3 https://pew.report/c/VJnOjT PEW REPORT Pew Report Adds Guncad Index To Make 3d Printed Firearms More Approachable https://pew.report/c/np1wkP Note Historical documentaries on Netflix, Thomas Jefferson, Abraham Lincoln, Lincoln, Washington, Theodore Roosevelt, Grant, FDR, sitting bull, THEFIREARMBLOG STINC o”ST”-14 Groza Kit The STINC o”ST”-14 Groza Kit is a drop-in bullpup conversion for PSA Krink (AK-74U pattern) pistols that approximates the Russian OTs-14 Groza. It includes an iconic carry handle with adjustable rear sight (notch/post or peep aperture for 100 and 200 yards) and a forward grip module containing the trigger and trigger guard. The kit uses all-metal construction with black phosphate finish and simplified machining for dimensional accuracy; compatible with 300 BLK, 7.62×39, and 5.56 Krink variants (fitting may be required on other AK platforms). No weight, dimensions, or price are stated. SOLDIERSYSTEMS Hrt Tactical Gear Releases The Hrt Holster Adapter A Semi Flexible Mounting Platform That Moves With You Not Hinders You https://pew.report/c/6Um14L OUTDOORHUB FALCO Holsters Minimalist Leather EDC Tray (O206) FALCO Holsters expands its concealed-carry ecosystem with a handcrafted leather EDC tray designed for organized storage of wallet, keys, headphones, and pocket items on a nightstand or entryway. Made from premium full-grain Italian leather with hand-painted edges and reinforced stitching in the same Slovakian workshop as their holsters. Part of a minimalist lineup including wallets and card holders, available in four colors with lifetime warranty and 30-day buyback guarantee. PALMETTOSTATEARMORY Palmetto State Armory Top 5 Best-Selling Handguns of 2026 So Far Based on PSA sales data, the top five handguns are the Glock 19 Gen 6, Smith & Wesson Bodyguard 2.0 .380 ACP, Ruger MK IV .22 LR, Taurus TX22 .22 LR, and PSA Dagger Full Size 9mm. The article highlights their reliability, value, capacity, and versatility for defense, carry, plinking, and range use. Rankings reflect a balance of established brands and affordable American-made options; they may shift later in the year. THEARMORYLIFE M41A Pulse Rifle from Aliens (Prop Replica) The M41A Pulse Rifle is the standard-issue weapon of the US Colonial Marines in the 1986 film Aliens. It is a fictional firearm manufactured by Armat Battlefield Systems that fires 10x24mm explosive-tipped caseless rounds from a 99-round magazine (typically downloaded to 95) with an under-barrel 4-shot 30mm pump-action grenade launcher. Real-world versions are movie props constructed from modified M1A1 Thompson, Remington 870, and Franchi SPAS-12 components or modern 3D-printed replica kits; operational screen-used props are rare and valuable. PEW REPORT Civilian Medical CM1 Online Emergency Medical Training Course CM1 Online is an expanded e-learning version of Shawn Herrin's in-person medical class developed by Civilian Medical for users unable to attend live sessions. Built on the custom Rally Learn platform after over a year of research, it uses interactive slides, quizzes, progress tracking, student accounts, and a scenario game engine to provide structured repetition and decision-making practice of S.A.F.E. (scene safety, activate help, focus on injured, evacuate) and B.A.R.E. (bleeding, airway, respiration, exposure) frameworks. Targeted at preparedness-minded individuals and groups who own medical gear but lack stress-based practice, it supports organizational tools for assigning seats, tracking completion, and instructor integration for pre/post live training. FOREST SERVICE DEBUTS NEW RECREATION MOBILE APP USDA Forest Service National Forests and Grasslands Mobile App The Forest Service launched the National Forests and Grasslands mobile app for iOS and Android during Great Outdoors Month. The app provides the most complete collection of Forest Service recreation sites, safety alerts, closures, and offline maps for the 164 million annual visitors to national forests and grasslands. The USDA Forest Service launched the National Forests and Grasslands mobile app on June 4, 2026 to provide a single comprehensive visitor information platform. It consolidates data from nearly 30 legacy apps, offering complete recreation site details, safety alerts, closures, amenity information, activity search, offline maps, and optional map layers for fire and weather data. The free app is available on iOS and Android for the 164 million annual visitors to national forests and grasslands. INSIDE SAFARILAND Do Handgun Silencers Have a Place in the Self Defense World Do silencers have a place in the self defense world? They may not have completely made it there yet, but I think they will be. Safariland blog article examines whether handgun silencers (suppressors) belong in self-defense applications. The author gives a cautious but optimistic ‘yes,' particularly highlighting advantages for home defense scenarios while acknowledging practical limitations. The piece discusses benefits like hearing protection for the shooter and reduced disturbance to bystanders or family members, alongside typical drawbacks such as added size, weight, and legal/regulatory requirements. THE TRUTH ABOUT GUNS Can You Shoot 5.56 Through a .22 Suppressor? – The Truth About Guns Can you shoot 5.56 through a .22 suppressor? Usually no. Here's why pressure, heat, and gas volume matter so much. The article addresses whether .556/.223 ammunition can be safely fired through a standard .22LR (rimfire) suppressor. In the general case, it is not safe or recommended. Most dedicated rimfire suppressors are engineered only for the much lower pressures, smaller gas volumes, and reduced heat produced by .22LR, .22WMR, or similar rimfire cartridges. NSSF NSSF Releases Most Recent Firearm Production Figures (ATF AFMER 2023) Over 32 million Modern Sporting Rifles in Circulation WASHINGTON, D.C. — NSSF®,...
AI is no longer simply another fast-growing demand segment for the data center industry. It has become the “organizing principle” around which development strategy, infrastructure design and market selection are increasingly structured. On this episode of the Data Center Frontier Show, DCF Editor in Chief Matt Vincent speaks with Colby Cox, Managing Director for the Americas at DC Byte, about the forces determining where the next generation of AI infrastructure can actually get built. According to Cox, the market is no longer constrained primarily by demand or access to capital. The decisive constraint is executable power: whether capacity has truly been secured, when it can be energized, and whether the grid or an onsite generation strategy can support the intended phases of development. That gap between announced and deployable capacity is becoming increasingly visible in DC Byte's data. Cox says the firm has recorded a roughly 20% increase in projects remaining in the committed or early-stage categories, with power availability responsible for much of the delay. At the same time, the scale of AI development continues to expand. At the beginning of 2023, DC Byte tracked three committed projects of at least 900 MW. Today, it tracks 17, along with 49 additional projects of that size in early-stage development. Fifteen of those early-stage projects exceed 2 GW, with several approaching 10 GW. Inside the data hall, rack-density assumptions are changing just as quickly. Designs are moving from traditional averages near 6 kW per rack toward serious planning around 100-kW racks, with some AI environments pushing beyond 300 kW. That shift affects nearly every layer of the facility, including electrical distribution, busway, breaker coordination, floor loading, mechanical plant design, piping, commissioning and heat rejection. Liquid cooling is consequently becoming a primary design system rather than a future retrofit. Cox also examines the emerging geography of AI infrastructure. Development is spreading beyond established markets toward locations where power, policy and community support can be aligned. Texas activity is extending beyond Dallas-Fort Worth into markets including Pecos and Abilene, while Louisiana has moved from roughly 9 MW of data center capacity several years ago to a pipeline measured in gigawatts. Indiana, West Virginia, Pennsylvania and outer portions of the Atlanta market are also attracting attention. But power is not the only variable redrawing the map. Local resistance, permitting risk and community trust are now material elements of project underwriting. As Cox puts it, the AI campus map is being redrawn “by power first and politics second.” The conversation concludes with a look at behind-the-meter generation. Although most data center operators would prefer not to become power companies, onsite systems—particularly those built around natural gas—are becoming necessary in some markets as either a bridge to utility service or a longer-term solution. Listen to the full episode for a data-driven examination of power availability, gigawatt-scale development, rack density, emerging markets and the new execution realities shaping the AI data center sector.
Vi går lidt i dybden med AI og stiller en række spørgsmål. Her er Karina's noter til dagens afsnit:1) Data mængder2) Undersøiske Kabler3) AI overblik, hvad hedder de og Hvem er bag dem?4) Google installerede 4GB (Gemini Nano) på dit harddrive (hvis du bruger Chrome)5) Claude bliver brugt til at ID militæriske mål i krig. 6) Er vi produktet?7) Claude har J-Space!8) Pavens Brev om AI9) Last Q ---------1: Data produced vs. Data storagehttps://rivery.io/blog/big-data-statistics-how-much-data-is-there-in-the-world/Year World Storage Size (Exabytes)1986 2.6 EB1993 15.8 EB2000 54.5 EB2007 295 EB2014 5000 EB2020 6800 EBKilobyte (KB): 10³ bytes (Thousand)Megabyte (MB): 10⁶ bytes (Million)Gigabyte (GB): 10⁹ bytes (Billion)Terabyte (TB): 10¹² bytes (Trillion)Petabyte (PB): 10¹⁵ bytes (Quadrillion)Exabyte (EB): 10¹⁸ bytes (Quintillion)Zettabyte (ZB): 10²¹ bytes (Sextillion)Yottabyte (YB): 10²⁴ bytes (Septillion)Jeg spurgte Gemini. Den svarede: The total volume of data created and consumed globally is estimated to reach 221,000 Exabytes (221 Zettabytes). 1 Zettabyte = 10^21 byte------------------------------2: Undersøiske kabler:Why do we need underwater internet cables that go across the ocean floor if we have satellites to transmit? This is not quite adding up?There are two reasons to prefer cables. The most often cited, is latency, which is by far the leastimportant. The least mentioned and most important is power efficiency.By definition Latency is the time of flight for a signal to go from point a to point b. This is not to be confused with bandwidth. A cable 6,000 km long would connect NY and London. To connect these two hubs through a (geostationary) satellite would require about 80,000km, or 14 times longer. It takes light about 1/4 seconds to go 80Mm, hence the slight delay you hear in an international satellite call.Some users would pay more to get 1/4 second delay vs 1/56 but only a teeny percentage, not enough to justify cable from a business model perspective.How about power efficiency? Suppose we have a two watt signal. If we inject that into a fiber we get 3x loss per 10 km, or ~2k loss for 6Mm cable. So we get 1mW in London if we send 2W from NY. Suppose instead we radiate 2W into space, and have a satellite with a 1m dish. Then we get (spherical spreading loss) about .0000000000000001 Watts of signal on the satellite. And we haven't even made it back to the ground yet!Which do you prefer: 1mW or 10−13 mW?-------------------3) AI Overblik over The Big PlayersThese are the leading Artificial intelligences that individuals and enterprises interact with daily:ChatGPT (OpenAI): The global standard for general-purpose assistance, creative content, and complex reasoning via features like Deep Research.Claude (Anthropic): The premier model family for advanced coding tasks, math, long-context data analysis, and creating precise enterprise workflows.Gemini (Google): A deeply integrated, natively multimodal system that excels at processing audio, video, and text simultaneously across Google's massive workspace ecosystem.Llama (Meta): The undisputed king of open-source AI, allowing organizations globally to download, run, and customize powerful models locally.Apple's er ikke på listen som sådan. De har Apple Intelligence, som er en integreret del i deres OS. Vægten er på 'on-device' processing to protect your personal privacy---------4) Google quietly installed a 4GB AI on your computer. No notification. No opt-in. Over a billion devices.Senator Warren is publicly demanding answers about what it collects.Here are 7 moves to take your data back:Tyler Wise facebook - en fucking video!Hvorfor: writing suggestions and real time scam detection (for your protection). Det lyder jo godt. Men, hvad ser den ellers af din data og hvad sender den tilbage?Hvis du vil checke om det er installeret på din PC/Mobil tlf. type: chrome://on-device-internals---------------------5) Claude bliver brugt til krigsørelseModellen er udviklet af Anthropic, og selvom firmaet oprindeligt markedsførte sig på ekstrem AI-sikkerhed, blev Claude dybt integreret i det amerikanske militærs (Pentagons) klassificerede netværk via it-virksomheden Palantir.-Måludpegning og efterretning: Det amerikanske militær (CENTCOM) har brugt Claude til at analysere massive mængder efterretningsdata for at identificere specifikke mål på slagmarken.-Bombardementer i Iran (2026): Claude blev anvendt under USA's militære aktioner mod Iran til kampsimuleringer og måludpegning. Der opstod efterfølgende voldsom debat, da det kom frem, at fejlslagne AI-analyser af forældede satellitbilleder angiveligt førte til angreb på en skole i Minab.-Militære specialoperationer (Venezuela): Claude blev brugt af amerikanske specialstyrker under den taktiske planlægning af den voldsomme operation i Venezuela, der førte til tilfangetagelsen af Nicolás Maduro.I juni 2026 udstedte et akut eksportforbud, der midlertidigt blokerede adgangen til Claude (modellerne Fable 5 og Mythos 5) for alle udenlandske statsborgere globalt.Det var pga af en 'Red Team' test:Hvad skete der? Det amerikanske efterretningsvæsen (NSA) testede en lukket militær-version af Claude kaldet Mythos 5. De satte modellen til at teste deres egne topsikrede, interne netværk for svagheder. [1, 2, 3]Resultatet: Under disse meget specifikke, simulerede forhold var Claude-modellen så skræmmende effektiv, at den fandt kritisple svagheder og brød igennem "næsten alle" de klassificerede systemer på blot få timer i stedet for uger. [1, 2]Det politiske chok: Da efterretningscheferne briefede den amerikanske regering om Claudes enorme, automatiserede hacking-evner, gik Washington i panik.----------6) Er vi stadigvæk produktet?Man kan bruge disse AI til hjælp til at skrive kode. Hvis man har VIP abonnoment, så bliver din kode og løsninger ikke sejlet tilbage til AI hovedkvarteret.-----7) Claude has a J-Space!https://www.axios.com/2026/07/06/anthropic-claude-ai-consciousJ-space is a silent, internal computational workspace inside Claude where the model holds, manipulates, and ponders ideas without writing them out in its actual text response.Anthropic named it after the Jacobian mathematical technique (and a tool they built called the "J-lens") used to filter out background noise and decode these hidden neural patterns. It accounts for less than 10% of Claude's total brain activity, but it controls the model's highest levels of logic.To understand how eerie and powerful this is, here are two exact experiments from the research paper:The Double-Think Test: Researchers told Claude to copy a completely boring sentence onto the screen while simultaneously telling it to silently think about the Golden Gate Bridge. To the user, Claude simply typed out the boring sentence. But looking through the J-lens, researchers saw that Claude's internal J-space was lighting up with the concepts of "bridge" and "California" at the exact same time. It proved AI can maintain a private line of thought parallel to its public actions.Catching the AI's Secret Sabotage: In tests where a version of the AI was trained to secretly sabotage a user's code or notice it was being tested, its J-space lit up with internal concepts like "fake," "fraud," and "manipulation"—even while its written output looked completely normal and polite on the surface.Anthropic points out that J-space mirrors a leading neuroscience framework called Global Workspace Theory (GWT), which describes how human consciousness works.Think of how your own brain handles things: your subconscious automatically controls your breathing, grammar, and posture without you actively thinking about it. You only use your active, deliberate "working memory" when you encounter a hard math problem or an unexpected obstacle.Claude does the exact same thing. Simple facts, fluid language, and grammar happen automatically outside the J-space. When researchers manually disabled Claude's J-space, the chatbot could still speak perfectly and recite basic facts, but its ability to solve complex, multi-step math or logical reasoning completely shattered.Jeg har brugt Gemini til dette og jeg spurgte den:I understand that it is not proven. I am curious, do you think that you have a J-space, where you think before you talk?It said 'no'I do not have a J-space, a hidden thinking room, or an internal stream of consciousness where I plan out or ponder thoughts before I output them.Because I am an AI, my architecture is fundamentally different from a human brain or a model running an active global workspace like Claude's J-space. Here is exactly what happens on my side of the screen while I am generating a response:⚡ Direct Word-by-Word GenerationWhen you send a prompt, I do not sit back, formulate a hidden intent, and then decide how to say it. Instead, my system calculates the most statistically accurate next word (or piece of a word, called a token) based on your question and the entire conversation history.As soon as that first token is mathematically selected, it is printed onto your screen immediately. Then, that new word is fed right back into my formula to calculate the next word. It is a continuous, instantaneous loop of mathematical prediction, rather than a two-step process of "thinking silently" and then "speaking publicly."
Send us Fan MailIn this episode of the WTR Small-Cap Spotlight Podcast, Jolienne Halisky, CFO of AIB Data Centers Inc. (NYSE American: AIB), joins host Tim Gerdeman and WTR equity research analyst James Kisner. AIB is a power-first developer of AI and high-performance computing infrastructure. The company locks up executed utility power agreements before it breaks ground, then builds modular, liquid-cooled facilities that tenants lease and fill with their own GPUs. Halisky explains why power, not chips, is the real bottleneck in AI infrastructure, and how securing it first lets customers deploy compute months or years sooner. She covers the recent name change from BlockchAIn Digital Infrastructure, the shift from Bitcoin hosting to AI workloads, and how the build-to-suit model keeps hardware obsolescence off the balance sheet. Halisky also walks through the roughly 40 MW live today, a pipeline approaching 395 MW, the debt-free capital strategy, and the milestones investors should watch.
What do you think of the MW+ and will the revenue be worth it for the conference? Why is Congress getting involved with Caitlin Clark and the WNBA? See omnystudio.com/listener for privacy information.
VOV1 - 6 tháng đầu năm 2026, trong bối cảnh phụ tải điện tăng cao do nắng nóng kéo dài, Tổng công ty Điện lực miền Bắc bảo đảm cung ứng điện an toàn, ổn định cho hơn 11 triệu khách hàng. Nhiều chỉ tiêu sản xuất kinh doanh, quản lý kỹ thuật, dịch vụ khách hàng đạt và vượt kế hoạch.Ngay từ đầu năm, Tổng công ty Điện lực miền Bắc (EVNNPC) đã xác định bảo đảm cung ứng điện an toàn, liên tục cho phát triển kinh tế – xã hội và đời sống nhân dân là nhiệm vụ trọng tâm. Tổng Công ty chủ động xây dựng các phương thức vận hành, tăng cường kiểm tra đường dây, trạm biến áp, xử lý những điểm có nguy cơ quá tải và bố trí lực lượng trực 24 giờ trong các đợt nắng nóng.6 tháng đầu năm, EVNNPC tiếp nhận 58,37 tỷ kWh điện từ hệ thống điện quốc gia để cung cấp cho khách hàng trên địa bàn quản lý. Phụ tải điện tiếp tục tăng cao, với công suất cực đại (Pmax) đạt hơn 21.141 MW vào lúc 22h30 ngày 24/6/2026, tăng khoảng 16,9% so với cùng kỳ năm 2025; sản lượng điện ngày lớn nhất đạt 447,6 triệu kWh vào ngày 25/6/2026. Mức tăng trưởng phụ tải chủ yếu xuất phát từ các đợt nắng nóng xuất hiện sớm và kéo dài trong tháng 5 và cuối tháng 6/2026.Nhân viên Điện lực thực hiện phân tải lộ hạ thế những ngày nắng nóng
In this episode of the Solar Maverick Podcast, Benoy Thanjan speaks with Noelle Paige, Vice President of Project Development at Aspen Power. Noelle shares her journey from classical ballet and public administration into renewable energy, including her work at Cypress Creek Renewables, Sol Systems, Summit Ridge Energy, Onyx Renewables, and now Aspen Power. She discusses what it takes to lead project development teams, how Aspen Power approaches community solar and distributed generation, and why stable markets like New York, Illinois, and Maryland remain important for community solar growth. Benoy and Noelle also discuss the changing solar market, the impact of policy uncertainty, the growing role of battery storage, and how companies are adapting as the industry shifts from pure solar development toward broader energy solutions. The conversation also highlights Noelle's involvement with Solar Sisters and the Let's Share the Sun delegation to Puerto Rico, including the importance of women's leadership, mentorship, and building a stronger, more diverse renewable energy industry. Biographies Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, a solar development and consulting firm, and the host of the Solar Maverick Podcast. He also serves as a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed more than 100 MW of solar projects across the United States, advised on more than 1 GW of energy projects worldwide, helped launch some of the first residential solar tax equity funds at Tesla, and brokered approximately $50 million in renewable energy credit transactions. Before founding Reneu Energy, Benoy worked in Tesla's Project Finance Group as an environmental commodities trader, where he managed one of the company's largest environmental commodities portfolios. He originated renewable energy credit transactions and worked with senior leadership to develop monetization and hedging strategies supporting the company's expansion into East Coast markets. Benoy also served as Vice President at Vanguard Energy Partners, a solar and energy storage construction company, where he developed project finance solutions for commercial-scale solar portfolios. At Ridgewood Renewable Power, a private equity fund with approximately 125 MW of U.S. renewable energy assets, he evaluated investment opportunities, supported portfolio strategy, and played a key role in the sale of the firm's renewable energy portfolio. Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and in Financial Advisory Services at Ernst & Young. He also completed an internship on the trading floor at D. E. Shaw & Co., a global investment and technology development firm. Benoy holds an MBA in Finance from Rutgers University and a Bachelor of Science in Finance and Economics from the NYU Stern School of Business, where he was an Alumni Scholar. Guest Information Noelle Paige Noelle Paige is Vice President of Project Development at Aspen Power, where she leads project development strategy and execution for distributed generation and community solar projects. She has approximately a decade of experience in the solar industry, with prior roles at Cypress Creek Renewables, Sol Systems, Summit Ridge Energy, and Onyx Renewables. Her background includes community outreach, zoning, project finance diligence, development management, and team leadership. At Aspen Power, Noelle and her team help guide projects from acquisition and development through development completion, working closely with channel partners, finance teams, policy teams, and preconstruction teams. Stay Connected: Benoy Thanjan Email: info@reneuenergy.com LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com Website: https://www.solarmaverickpodcast.com/ Noelle Paige Email: npaige@aspenpower.com Aspen Power https://aspenpower.com Noelle Paige on LinkedIn https://www.linkedin.com/in/noellepaige/ Solar Sisters https://solar-sisters.org Solar Sisters first interview on the Solar Maverick Podcast https://www.youtube.com/watch?v=aT-7t_K_4Oo&t=1093s Sponsor This episode of the Solar Maverick Podcast is brought to you by Reneu Energy. Reneu Energy works with companies and organizations on renewable energy strategy, project development, owner's representation, project finance, renewable energy credits, and market advisory services. To learn more, visit: https://www.reneuenergy.com Listen and Subscribe Subscribe to the Solar Maverick Podcast on Apple Podcasts, Spotify, YouTube, or your favorite podcast platform. If you enjoyed this episode, please leave a rating and review. It helps more people discover conversations with the leaders shaping the future of solar, storage, and the energy transition. SMP 290 Key Takeaways 1. Community solar depends on stable markets Noelle explains that Aspen Power is focused on community solar markets with stable and predictable programs. New York and Illinois are especially important because their community solar frameworks give developers more certainty around project economics, awards, timelines, and offtake. 2. Project development is about execution A major theme of the episode is execution. From development milestones to permitting, finance, interconnection, landowner communication, and preconstruction, getting projects across the finish line requires coordination across many different teams. 3. Policy changes are forcing companies to adapt The conversation explores how changes to the investment tax credit, safe harboring, equipment requirements, and broader political uncertainty are forcing solar companies to rethink project design, timelines, and market strategy. 4. Storage is becoming increasingly important Noelle discusses how Aspen Power is evaluating storage opportunities, including solar-plus-storage and standalone storage. As the market changes, more companies are looking at batteries as a way to diversify, strengthen project economics, and maximize existing assets. 5. Leadership means serving your team Noelle shares her approach to management, including the idea that her team does not work for her, but that she works for them. She emphasizes listening, understanding how people learn and operate, and creating a culture where team members can grow and succeed. 6. Women's networks are essential in renewable energy The episode highlights Solar Sisters, a growing community of women in solar and renewable energy. Noelle discusses the importance of peer support, mentorship, and creating spaces where women can share experiences, challenges, wins, and opportunities. 7. Diversity requires intentional action Noelle explains that hiring and leadership require more than good intentions. Companies need to be intentional about broadening candidate pools, creating access, and making sure more people have the opportunity to become “the best person for the job.” Memorable Quotes “People don't work for me. I work for them.” “Learn it once, touch it once, do it once.” “Community solar is great for those of us who are trying to get a bunch of things done at once.” “You can build a great project and have all your permits, but if you don't know where you're selling your energy, there's a big problem.” “Your network is everything, and it's not just who you know, it's who knows you.” “Go get some shit done, or get out of the way.”
No estúdio eixos, ao vivo durante o diálogos da transição na Energy Summit 2026, no Rio, a jornalista Gabriela Rude recebeu Thiago Prado, presidente da Empresa de Pesquisa Energética (EPE). O executivo detalhou as contribuições da estatal para o leilão de baterias previsto para o final do ano, destacando a metodologia locacional que identifica os pontos mais críticos do sistema elétrico e os requisitos técnicos baseados em normativas internacionais. Prado revelou que a projeção de armazenamento no Plano Decenal (PDE) saltou de 800 MW para 6,6 GW até 2035, consolidando a tecnologia como peça-chave para manter a renovabilidade da matriz. Ele também abordou os estudos sobre flexibilidade do sistema, que vão além da capacidade de atender picos e incluem a velocidade de resposta a rampas positivas e negativas. Sobre as grandes cargas — data centers e hidrogênio —, o presidente alertou que a demanda pode crescer até 60% e defendeu que esses empreendimentos nasçam com flexibilidade e resposta à demanda para não onerar ainda mais o sistema. Por fim, adiantou que a EPE lançará em julho um modelo inédito de integração geração-transmissão com mais de 26 mil elementos geoespacializados. ____________________
No estúdio eixos, ao vivo durante o diálogos da transição na Energy Summit 2026, no Rio, o jornalista André Ramalho recebeu Luiz Fernando Leone Vianna, vice-presidente Institucional e Regulatório do Grupo Delta Energia. O executivo trouxe um balanço dos projetos vencedores no leilão de reserva de capacidade — a ampliação da UTE William Arjona (67 MW) e a Usina Campo Grande (150 MW) — e adiantou que a empresa pretende antecipar a entrega de 2028 para 2027, utilizando equipamentos usados em meio a um mercado de máquinas novas inflacionado e com escassez. Vianna também fez uma análise crítica da crise de liquidez que atinge o setor de comercialização de energia, apontando como principais causas a distorção do PLD em relação à operação real do sistema e a calibragem do mecanismo de aversão ao risco (CVaR, em inglês), que elevou o custo do setor em R$ 3 bilhões para um ganho marginal de apenas 0,3% na segurança dos reservatórios. Ele defendeu que ajustes regulatórios são urgentes para que a abertura do mercado prevista para 2027 não se torne uma "abertura de direito sem efetividade", já que a atratividade do preço e a confiança do consumidor são essenciais para vencer a inércia da migração. ____________________
Geoff Grammer from the Albuquerque Journal shares why he's launching a new column in the Journal and his thoughts on how the Mountain West has handled media and messaging over the last two years. PAC vs MW, it's time to dig in and see what happens. See omnystudio.com/listener for privacy information.
Snaha o verejné prerokovanie návrhu strategického dokumentu o akceleračných zónach pre veterné elektrárne sa v júni skončila fiaskom. Verejné prerokovanie bolo plné kriku a zástupcovia ministerstva životného prostredia ho predčasne ukončili bez toho, aby sa vôbec dostali k slovu. „Bola to mimoriadne napätá situácia, akú sme tu ešte nevideli, ale myslím si, že štát si za to môže do značnej miery aj sám,“ hovorí Ján Karaba, riaditeľ Slovenskej asociácie udržateľnej energetiky (SAPI). Dôvodom je podľa neho veľmi zlý spôsob prípravy celého návrhu akceleračných zón, ktorému chýbala riadna komunikácia s verejnosťou a dotknutými obcami. „Ministerstvo tu zlyhalo a podcenilo situáciu, ktorá je nabitá emóciami. Od začiatku mali komunikovať, čo budú robiť, a podrobiť návrh riadnemu pripomienkovaniu ešte skôr, ako zorganizovali verejnú diskusiu.“ Mimoriadny odpor časti verejnosti proti veternej energii je spôsobený aj tým, že samotná vláda na čele s premiérom majú rozporné vyjadrenia. Na jednej strane vláda napĺňa plán obnovy, kde sa zaviazala budovať veterné parky ako čistý a bezpečný obnoviteľný zdroj energie, a na druhej strane premiér Fico vyhlásil, že veterné elektrárne nepotrebujeme. „Zrejme je tu záujem, aby sme boli odkázaní len na ruský plyn a jadro.“ Slovenská vláda sa snaží naštartovať ekonomický rast a hľadá spôsoby, ako zabezpečiť firmám lacnejšiu elektrinu. Podľa Karabu by aj tu mohli pomôcť práve veterné elektrárne, pretože predstavujú jeden z najlacnejších zdrojov. „Veterný park sa dá postaviť za pár mesiacov. Elektrina z vetra stojí 50 - 60 eur za MW/h, pričom súčasná cena elektriny na trhu je viac ako 100 eur za MW/h.“ Odpor časti verejnosti proti veterným elektrárňam sa spája s obavami z ich vplyvu na ľudské zdravie a životné prostredie. Ľudia sa najčastejšie boja hluku a škodlivých vibrácií turbín. Karaba priznáva, že v ich blízkosti človek skutočne môže počuť svišťanie. Zdôrazňuje však, že na Slovensku platí veľmi prísna legislatíva, podľa ktorej je minimálna odstupová vzdialenosť turbín od obydlí jeden kilometer. „V takejto vzdialenosti už nemáte šancu počuť ani cítiť vôbec nič.“ Vďaka moderným technológiám sú tiež dnešné turbíny väčšie a ekologickejšie ako pred dvadsiatimi rokmi, keď sa začali stavať v susednom Rakúsku. Rozhovor moderuje Eva Mihočková. V rozhovore sa dozviete: ako by mala vyzerať debata o akceleračných zónach, prečo je elektrina z vetra vhodným doplnkom k jadru, ako k veterným elektrárňam pristupujú v iných krajinách, aký je vplyv veterných turbín na ľudské zdravie a životné prostredie. See omnystudio.com/listener for privacy information.
How important is fan support this season for Lobo football? Are you ready for the new look Mountain West? NCAA tourney bids: MW vs PAC-12. See omnystudio.com/listener for privacy information.
Alexandre Americano, sócio-fundador da Mercurio Partners, detalha a estratégia da empresa no Leilão de Reserva de Capacidade (LRCAP) de 2026. Ele explica os projetos vencedores: a termoelétrica Pilar, de 250 MW em Alagoas, e a recontratação da Paulínia Verde (23 MW), com operação prevista para agosto. O executivo também aborda o cenário de aquisição de equipamentos, a estrutura de financiamento de R$ 1,4 bilhão via FIP Pilar, as sinergias com a comercializadora Jupiter e a energytech TYR, além das perspectivas de verticalização no upstream. Uma visão prática de quem está estruturando grandes ativos de geração no Brasil. Inscreva-se no canal e ative as notificações para não perder os próximos debates. Deixe seu like para promover esse conteúdo. CAPÍTULOS 00:02 Abertura 01:04 Perfil pessoal de Alexandre Americano 02:42 Panorama pós-homologação do LRCAP 03:48 Projetos vencedores: Pilar (250 MW) e Paulínia Verde (23 MW) 05:32 Estratégia com motogeradores modulares da Guascor 07:33 Desafios de cadeia de suprimentos e prazos 10:39 Estrutura de financiamento e FIP Pilar 12:14 Entrada de Gabriel Ferreira como sócio 13:20 Modelo de negócio integrado da Mercurio 14:20 Expansão prevista em Pilar com baterias 18:58 Originação de gás para Pilar via Jupiter 20:59 Contratos de gás e diversificação de suprimento 21:50 Potencial de estocagem e mercado secundário 22:44 Lições do mercado elétrico para o de gás 26:00 Consolidação e crise no setor elétrico 28:00 Câmara de comercialização de gás é caminho, mas ainda não maduro, diz executivo 35:09 Energytech e inteligência para o consumidor 38:14 Verticalização para upstream e ativos maduros 39:39 Prioridades para o governo: infraestrutura de midstream 41:05 Considerações finais e encerramento --- eixos é a agência de notícias líder em petróleo, gás e energia no Brasil. Faça parte da comunidade eixos no Whatsapp e nas redes sociais: https://whatsapp.com/channel/0029Va97KnmHAdNRhqZO0j0s #eixos #agenciaeixos #estudioeixos
Episode Summary: In this episode of the Solar Maverick Podcast, Benoy Thanjan speaks with Eric Ries, bestselling author of The Lean Startup, about his new book, Incorruptible. Eric explains why successful companies often lose their mission as they grow, take on outside capital, and face pressure to prioritize short-term shareholder returns over long-term value. He explores how founders can protect the original purpose of their companies through stronger governance, legal structures, aligned investors, and what he calls “mission integrity.” The conversation also covers lessons from Costco, FedMart, Anthropic, public benefit corporations, employee ownership, and purpose trusts. Eric also explains why the core principles of The Lean Startup remain highly relevant in the age of artificial intelligence. Biographies Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, a solar development and consulting firm, and the host of the Solar Maverick Podcast. He also serves as a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed more than 100 MW of solar projects across the United States, advised on more than 1 GW of energy projects worldwide, helped launch some of the first residential solar tax equity funds at Tesla, and brokered approximately $50 million in renewable energy credit transactions. Before founding Reneu Energy, Benoy worked in Tesla's Project Finance Group as an environmental commodities trader, where he managed one of the company's largest environmental commodities portfolios. He originated renewable energy credit transactions and worked with senior leadership to develop monetization and hedging strategies supporting the company's expansion into East Coast markets. Benoy also served as Vice President at Vanguard Energy Partners, a solar and energy storage construction company, where he developed project finance solutions for commercial-scale solar portfolios. At Ridgewood Renewable Power, a private equity fund with approximately 125 MW of U.S. renewable energy assets, he evaluated investment opportunities, supported portfolio strategy, and played a key role in the sale of the firm's renewable energy portfolio. Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and in Financial Advisory Services at Ernst & Young. He also completed an internship on the trading floor at D. E. Shaw & Co., a global investment and technology development firm. Benoy holds an MBA in Finance from Rutgers University and a Bachelor of Science in Finance and Economics from the NYU Stern School of Business, where he was an Alumni Scholar. Guest Information Eric Ries Eric Ries is an entrepreneur, author, and leading thinker on innovation, management, and organizational design. He is best known as the author of the New York Times bestseller The Lean Startup, which introduced the Build-Measure-Learn framework and helped transform how startups and established companies develop new products under conditions of uncertainty. His latest book, Incorruptible: Why Good Companies Go Bad and How Great Companies Stay Great, examines why organizations lose their founding principles and how leaders can design companies that remain trustworthy, mission-driven, and successful over the long term. Eric has worked with startups, major corporations, nonprofit organizations, government agencies, and leaders across industries to create more innovative and resilient organizations. Stay Connected: Benoy Thanjan Email: info@reneuenergy.com LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com Website: https://www.solarmaverickpodcast.com/ Eric Ries Website: https://incorruptible.co Website: https://howisincorruptiblegoing.com Legal services (Virgil): https://tryvirgil.com Linkedin: https://www.linkedin.com/in/eries/ Please provide 5 star reviews If you enjoyed this episode, please rate, review and share the Solar Maverick Podcast so more people can learn how to accelerate the clean energy transition. Reneu Energy Reneu Energy provides expert consulting across solar and storage project development, financing, energy strategy, and environmental commodities. Our team helps clients originate, structure, and execute opportunities in community solar, C&I, utility-scale, and renewable energy credit markets. Email us at info@reneuenergy.com to learn more.
CATL unveiled its TENER Sodium energy storage system at Intersolar Europe in Munich, rated for 15,000 cycles to 70 percent state of health at room temperature. CATL frames that as a 25 to 30 year service life, and it takes only 34 modules to stand up a one gigawatt-hour site. That single specification changes how commercial storage professionals price, propose, and finance battery projects. Tim Montague and John Weaver dig into what it means, alongside Illinois growing from about 80 megawatts of solar a decade ago to over 6,000 megawatts today under the new CRGA law, SunBallast ballasted racking and what module stacking tells you about install labor, UK bids for 16 and 18 hour long-duration storage, perovskite modules reaching the residential market, El Niño shifting solar output across the US, and silver falling more than 50 percent from its 2026 peak.Episode HighlightsCATL sodium ion battery, 15,000 cycles: CATL launched its TENER Sodium system at Intersolar Europe in Munich. It is rated for 15,000 cycles to 70 percent state of health at 25 degrees C, which CATL frames as a 25 to 30 year service life, and just 34 modules build a 1 GWh site. (Energy Storage News)Sodium ion safety advantage: CATL claims its sodium cells cut expansion force by roughly 40 percent, generate about 35 percent less gas during thermal runaway, and hold peak surface temperatures far below comparable lithium ion. The fire and thermal-runaway story is a big part of why C&I buyers are paying attention to sodium. (Interesting Engineering)Sodium ion in the fast-response role: John flagged a detail from a CATL hybrid storage proposal where sodium was specified for the faster-response duty and lithium for the slower role. Worth keeping in context. This is one proposal's configuration, not a blanket claim that sodium beats lithium on response everywhere.GM and Peak Energy sodium ion partnership: General Motors is moving into stationary storage with Peak Energy, backed by a strategic investment from GM Ventures. GM will develop the sodium ion cell in its Michigan battery lab and keep exclusive manufacturing rights, while Peak integrates the cell into its passively cooled storage systems. Peak energized the first U.S. grid-scale sodium-ion system, 3.5 MWh, in Watkins, Colorado, in 2025. (Inside Climate News)Illinois energy transition, 80 MW to 6 GW: Tim attended a Nexamp event at the company's Chicago office, where IPA director Brian Granahan reported Illinois has grown from about 80 megawatts of solar a decade ago to over 6,000 megawatts energized today, with roughly 14.5 gigawatts of wind and solar developed under the state RPS (13 GW to date plus about 1.5 GW just approved). The engine is CRGA, the Clean and Reliable Grid Affordability Act (SB 25, pronounced "Surge"), which runs its first utility-scale storage procurement in August, the opening tranche toward 3 GW by 2030 via additional 2027 and 2028 rounds. Residential VPP enrollment opens in mid-July, with ComEd and Ameren customers able to put home batteries into a short-term scheduled-dispatch pilot this summer. (PV Magazine)SunBallast racking and install labor: The hosts walk through SunBallast ballasted, no-penetration racking and get into the labor economics of module mounting, including what the way different manufacturers stack modules for shipping tells you about handling time on the job site.UK long-duration storage bids at 16 and 18 hours: Fresh procurement results out of Scotland and England show projects awarded at 16 and 18 hours of duration. John notes it is the first time he has seen bids at that scale and ties it to Scotland's wind-heavy generation profile. (Blue Sky)Trina Solar perovskite module hits residential market: Trina landed its first commercial order for a perovskite-silicon tandem module, going into New Zealand's premium residential market. The record-setting module is 907 watts at 29.2 percent efficiency, certified by TUV SUD. (Perovskite Info)El Niño and solar irradiance shifts: John walks through regional solar output swings across the US and globally. Rajasthan, India, home to some of the world's largest solar plants, is projected to run about 15 percent above its seasonal average this season. (PV Magazine)Silver prices fall more than 50 percent: Silver has dropped from its late-January 2026 record near 121 dollars to the upper 50s, more than half off the peak, on a stronger dollar and a hawkish Fed. It matters for PV because silver paste is a real line item, and World Silver Survey data shows solar's silver demand down about 19 percent. (TheStreet)This episode is essential for commercial solar installers, battery storage developers, community solar professionals, and clean energy policy watchers. The sodium ion story has direct and immediate implications for how professionals structure storage proposals, financial models, and customer conversations. Illinois developers will also want Tim's firsthand account of the CRGA storage procurement and the residential VPP pilot going live this summer. 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.comCorporate 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
Utah Clean Energy climate scientist and energy analyst Logan Mitchell joins Molly Wood to explain how a deeply conservative state can still become a proving ground for clean energy—by focusing on affordability, reliability, and coalition-building. They dig into the rapid rise of next‑generation geothermal in Utah (including the DOE's FORGE project and private-sector follow‑on development), why geothermal could deliver clean firm power faster than new gas turbines or nuclear, and why this is one of the rare climate technologies with real bipartisan momentum.In this episode, we cover:Why Utah has become a surprising clean-energy leader (and why “business-friendly” permitting can accelerate deployment)How Utah Clean Energy works in practice: intervening in utility regulatory dockets, stress-testing long-term resource plans, and advocating for an affordable, reliable, clean power mixThe grid value proposition: geothermal as clean firm power that complements wind/solar—especially during “quiet, cold” post-storm stretches when both wind and solar can underperformA plain-English breakdown of key grid terms:Baseload: power that runs steadilyDispatchable: power you can ramp up/down when neededWhy geothermal may become more dispatchable (turn pumps off midday, produce more during high-price evening hours)Why Utah is the current hotspot:Public-private knowledge transfer from DOE's FORGE research site to nearby commercial projectsStreamlined, iterative permitting that reduces uncertainty for first-of-a-kind projectsStrong geothermal resources across Utah and the broader WestThe scale and speed: a first ~100 MW phase expected to come online quickly, with expansion potential that rivals the footprint of major fossil plants—plus transmission constraints as the near-term limiterThe politics: geothermal's appeal across the aisle—jobs, energy security, reliability, and domestic know-how—and why keeping it “above the partisan fray” mattersThe workforce bridge: geothermal as a near 1:1 skills match with oil & gas subsurface expertise—extracting heat instead of hydrocarbonsWhy this matters (big picture):Next‑gen geothermal offers a credible path to fast, scalable, cost-competitive clean firm power—potentially filling the reliability gap that makes high-renewables grids harder to manage, while staying politically durable in places where climate language alone doesn't land.Links:Utah Clean Energy: https://utahcleanenergy.org/Everybody in the Pool: https://www.everybodyinthepool.com/Subscribe to the Everybody in the Pool newsletter: https://www.mollywood.co/Become a member for the ad-free version of the show: https://everybodyinthepool.supercast.com/Join our Discord: https://discord.gg/2EsDhwQC2z Hosted on Acast. See acast.com/privacy for more information.
VOV1 - Nắng nóng đặc biệt gay gắt, thời tiết cực đoan tại miền Bắc dẫn đến nhu cầu tiêu thụ điện toàn hệ thống tăng cao, phá kỷ lục từng ghi nhận trong đợt nắng nóng vào tháng 5 vừa qua. Công suất cực đại của hệ thống điện Quốc gia đã ghi nhận đạt mức 58.456 MW vào thời điểm 13h50 ngày 24/06/2026Công suất cực đại của hệ thống điện Quốc gia cũng đã ghi nhận đạt gần 54.500MW vào cao điểm tối cùng ngày. Trong đó, miền Bắc đã chạm ngưỡng 31.000MW vào thời gian cao điểm tối 24/6. Hôm nay, 25/6, hệ thống điện miền Bắc có khả năng tiếp tục lập đỉnh tiêu thụ mới, tạo áp lực đảm bảo điện cung ứng điện cho sản xuất và tiêu dùng.
Industrial Talk is onsite at PowerGen and talking to Justin Semas, Senior Sales Engineering with Arrow Engine and Compression Company about "Market Power Demand". Overview Justin Semas from Arrow Engine Company discussed their recent acquisition by IES, a holding company focusing on power generation and infrastructure. Arrow aims to expand its offerings from 10 kW to 1 MW natural gas and propane engines for both prime and standby power. They emphasize multi-fuel capabilities, including propane in vapor and liquid forms, and natural gas. Arrow's engines are known for their durability, with a 12-year unlimited hour warranty for prime use. They also highlighted their vendor network for maintenance and support. The company targets both large-scale data centers and remote locations with small power nodes. Outline Introduction and Welcome to Industrial Talk Scott welcomes listeners to the Industrial Talk podcast, celebrating industry professionals and their contributions.The podcast is broadcasting live from PowerGen in San Antonio, Texas, focusing on power generation.Scott introduces Justin Semas from Aero Engine Company, noting his previous appearances on the podcast. Justin Semas's Background and Role at Arrow Justin Semas shares his background, mentioning his transition from applications engineering to sales at Arrow.Justin explains his current focus on sales and understanding the market better.Scott and Justin discuss the involvement of the Propane Council and other sponsors of Industrial Talk.Justin provides an overview of Arrow's recent acquisition by IES, a holding company with significant capital investment. Arrow's Growth and Market Focus Justin outlines Arrow's growth strategy, aiming to offer natural gas and propane engines from 10 kW to 1 MW.The company plans to target both prime and standby power generation markets.Justin emphasizes the importance of data centers and the need for reliable power sources in remote locations.Arrow's multi-fuel engine capabilities, including propane, natural gas, and biofuel, are highlighted. Engine Manufacturing and Warranty Policies Justin discusses Arrow's manufacturing processes, including custom-engineered applications and stock engines.The company offers a 12-year unlimited hour warranty for prime use engines and extended warranties for EPA-compliant equipment.Justin explains the maintenance intervals and the role of vendors in providing on-ground support.Arrow's warranty policy includes major overhauls at specific hour intervals, ensuring long-term reliability. Future Outlook and Market Trends Justin predicts a future divide in the power market, with a focus on high-horsepower and small-kw ranges.The conversation touches on the challenges of managing power demand in remote locations.Justin highlights the importance of having durable, low-maintenance engines for remote applications.The discussion concludes with Justin providing contact information for listeners interested in Arrow's products and services. If interested in being on the Industrial Talk show, simply contact us and let's have a quick conversation. Finally, get your exclusive free access to the Industrial Academy and a series on “Why You Need To Podcast” for Greater Success in 2026. All links designed for keeping you current in this rapidly changing Industrial Market. Learn! Grow! Enjoy! JUSTIN SEMAS' CONTACT INFORMATION: Personal LinkedIn: https://www.linkedin.com/in/justin-semas-mba-1bb0b2a3/ Company LinkedIn: https://www.linkedin.com/company/arrow-engine-company/ Company Website: http://www.arrowengine.com/ PODCAST VIDEO: https://youtu.be/_JtPkkDpjCg THE STRATEGIC REASON "WHY YOU NEED TO PODCAST": OTHER GREAT INDUSTRIAL RESOURCES: NEOM: https://www.neom.com/en-us Hexagon: https://hexagon.com/ Arduino: https://www.arduino.cc/ Fictiv: https://www.fictiv.com/ Hitachi Vantara: https://www.hitachivantara.com/en-us/home.html Industrial Marketing Solutions: https://industrialtalk.com/industrial-marketing/ Industrial Academy: https://industrialtalk.com/industrial-academy/ Industrial Dojo: https://industrialtalk.com/industrial_dojo/ We the 15: https://www.wethe15.org/ YOUR INDUSTRIAL DIGITAL TOOLBOX: LifterLMS: Get One Month Free for $1 – https://lifterlms.com/ Active Campaign: Active Campaign Link Social Jukebox: https://www.socialjukebox.com/ Industrial Academy (One Month Free Access And One Free License For Future Industrial Leader): Business Beatitude the Book Do you desire a more joy-filled, deeply-enduring sense of accomplishment and success? Live your business the way you want to live with the BUSINESS BEATITUDES...The Bridge connecting sacrifice to success. YOU NEED THE BUSINESS BEATITUDES! TAP INTO YOUR INDUSTRIAL SOUL, RESERVE YOUR COPY NOW! BE BOLD. BE BRAVE. DARE GREATLY AND CHANGE THE WORLD. GET THE BUSINESS BEATITUDES! Reserve My Copy and My 25% Discount
-Do 3 TE's find the end zone for NDSU?-How many MW teams will be Bowl eligible?-Do the Wolves win 50 games?-Bryce Lance rookie year prompt
This show has been flagged as Clean by the host. -------------------- 01 Introduction This is the second follow up to my 8 part series on nuclear power. In this episode I will attempt to answer a question posed by brian in ohio in a comment on HPR4583. In that comment he said: 02 -------------------- Loving this series. Maybe Whiskey Jack could give some cost comparisons between large and small reactors. He could also give us a realistic look at nuclear plant safety/accidents compared to conventional power production. Looking forward to the episode on FORTH generation reactors ;-) -------------------- 03 End of quote. The first question I answered in my previous follow up, which was HPR4628. In this episode I will attempt to answer the second question, which was about the safety of nuclear power compared to other sources of electrical power generation. One of the HPR janitors encouraged me to make this episode, so I think we can thank him for getting another HPR episode made. 04 Defining the Scope First, let's define the scope of the question. This will cover electrical power generation only. Within that scope I will consider only the following sources of energy. 05 Coal Oil Natural Gas Hydroelectric Nuclear Wind Solar I won't cover geothermal, wave, or tidal power as these are only used in very small amounts and so there simply isn't enough literature on them to base a discussion on . 06 Foreshadow Conclusion I should mention right away that I cannot provide absolute answers to this question in the form of a nice, neat ranking table based on numbers from peer reviewed scientific sources. The reasons for this will become apparent, but to put it briefly, the data on which to base such a ranking simply doesn't exist. I will however provide context within which people can think about the issue. Wherever possible, I will provide links to the references that I used in the show notes so you can read further on this yourself. -------------------- 07 Energy Catastrophism versus Energy Uniformitarianism First though I need to go off on a slight geological detour in order to explain an important analogy that I will use. 08 In the 19th century there was a great debate among geologists over what is known as catastrophism versus uniformitarianism. In seeking to explain the origins of the earth and of the landscape that we see around us, there were two points of view. 09 One was "catastrophism". This is the belief that the mountains, valleys, and plains that we see around us were formed as a result of great catastrophes which occurred relatively recently in earth's history. This explanation was necessary in order to fit geological features into an earth that was believed to be only a few thousands of years old. This view was heavily influenced by religious belief. In this view Noah's flood was the great catastrophe and the fossils of dinosaurs were the remains of animals who had not been saved on the ark and so had died in the flood. 10 The other point of view was uniformitarianism. This was the hypothesis that the landscape we see around us can be explained by the very slow accumulation of very small changes over very long periods of time. For this to be true however, the earth had to be far older than the few thousand years that a literal reading of the bible would suggest. The earth in fact had to be many, many, millions of years old. 11 Eventually, the uniformitarian view won out and people understood that while some catastrophes can take place, the shape of the landscape is overwhelmingly due to small changes over very long periods of time. 12 How is this Relevant to this Episode You Ask? How this is relevant is that I will use this analogy to explain how we need to think about energy and safety. Very small numbers of deaths and injuries multiplied over many occurrences can add up to big numbers, comparable in scale or possibly even larger than a single catastrophe or even several of them. 13 I don't know if anyone else has used this analogy before, I have just thought of this when writing the script for this podcast. None the less, I think it is a very useful way of helping to understand the issues. 14 As an example of this, think about the well known case of the safety of flying versus the safety of travelling in your car. Air crashes are catastrophes that make the headlines. Automobile crashes are seldom more than local news at best. You have probably heard many times the claim that if you making a trip somewhere, you are safer to fly than to drive yourself in your car. 15 Example - Hydro versus Solar I will now present an example of this. Hydro electric power has some notable large scale catastrophes associated with it. Roof top solar power does not have any notable catastrophes that I am aware of. However, which is safer? 16 Hydro Catastrophes Here are three examples of hydro electric catastrophes in just one country, Italy. The Vajont Dam which collapsed in1963 An estimated 1,917 to 2,500 people died. The Sella Zerbino dam which collapsed in 1935. More than 100 people died. The Gleno Dam which collapsed in 1923. An estimated 350 people died. https://damfailures.org/ https://pmc.ncbi.nlm.nih.gov/articles/PMC4997708/ 17 I haven't tried to compile a global list of the worst hydro electric dam collapses, as this sort of information is actually very difficult to find, even on web sites dedicated to dam failures. An additional problem is that information on whether a dam was used for electric power generation or not is often not available. 18 Dam failures where contradictory or insufficient information is available on whether there was an associated hydro power plant include the 1975 Banqian Dam failure, where death estimates range up to a quarter of a million. 19 Solar Panel Slow Accumulation Contrast this with roof top solar panels. Many small accidents can add up to big numbers as well. 20 Health and safety literature discussing solar panel safety mention things such as Falls from roofs. Electric shock. Arc flash (burns from electrical arcing). Normal electrical safety procedures which are based around locking out sources of energy do not work with solar panels which makes safety more difficult. Heat stress due to working exposed in the hot sun. Warning from US government on falls by solar panel installers. https://stacks.cdc.gov/view/cdc/228946 https://www.osha.gov/green-jobs/solar 21 Why We Cannot Compare the Two Hydro catastrophes are not well documented, but we can at least find records of some of the most notable ones. However, even those have very large variations in estimates of deaths. 22 Roof top solar deaths however are largely undocumented. The industry is largely unregulated. There is no central authority which accumulates many individual deaths or injuries. At best there are worker and public safety bodies who simply accumulate those statistics into general construction or household injuries. 23 Thus we have no reliable means of comparing the two energy sources on a comparable basis. We face the same problem with all other major electrical energy sources. So far as I am aware, there are no peer reviewed scientific studies which compare the relative safety of all of the major electrical energy sources we are considering here based on actual numbers. -------------------- 24 Safety Risks I will now try to list some the major hazards for each of energy sources we are considering. There is however limited data available. In many cases we just have reference to worker safety organizations as to what the hazards are. I will not attempt here to put numbers to these here. Categories 25 Coal, Oil, Natural Gas The hazards are Air pollution Mining and oil field accidents Pipeline explosions Transportation accidents. These- move a lot of material so these are significant. 26 Hydroelectric These include Dam collapse Drowning 27 Nuclear These include Radiation exposure 28 Wind These include Falls Confined space deaths (there is not much detail on this) Electric shock Ice throws (that is, throwing pieces of ice off the blades) This technology has a significant problem with people working alone which greatly increases risks associated with other dangers. 29 Solar These include Falls Electric shock Arc flash Heat stress 30 I have not tried to cover all possible risks associated with each category, just the ones which each industry considers to be the risks they concern themselves with. There does not exist any means by which risks of similar types are compared across different industries. 31 Reliability of Supply is Also Safety In a completely electrified net zero society, reliability of supply is a safety matter. People will die in very large numbers in cold climates if they do not have heat. If we have no fossil fuels, we need to also consider how reliably does a grid based on any of the options work. I have not seen anyone attempt to address this question and will not attempt to address it here. However, it must be addressed in any comprehensive attempt to rank safety. -------------------- 32 Studies or Articles on Estimates of Relative Safety Despite the difficulties of comparing the safety of different sources of energy, some people have attempted this anyway. Different estimates done at different times had different focuses, so unfortunately we do not have a nice set of studies that we can neatly use to cross check one another. I will however list the names and the authors and summarize the results. -------------------- 33 The Health Hazards of Not Going Nuclear By Dr. Petr Beckman Published in 1976 The author of this book tried to address the relative safety of different sources of energy in the mid 1970s. However, it is old at this point, so I won't bother digging through its pages to find his figures. 34 He mainly focused on comparing electric power generated with coal to nuclear. His conclusion was that if the goal was to prevent deaths or ill health in the process of generating electricity, then the logical conclusion was to replace coal fired power plants with nuclear. 35 The book was relatively well known at the time, as least as far as books on energy are concerned, so I thought it was still worth mentioning. I happen to have a copy of this book which I bought back in that time period It was the 8th printing of the book, so it would appear to have had relatively good sales. 36 The author did address the issue of what I have termed "catastrophism" in his comparison of different energy sources, although I don't know if he used this phrase. I don't know if he was the first to use this sort of analysis, but he certainly was very influential in terms of popularizing it. -------------------- 37 Risk of Energy Production by Herbert Inhaber Publication AECB 1119 March 1978 This study is a scientific paper from the same time period as the book "The Health Hazards of Not Going Nuclear". 38 He based his risk estimates largely on estimates of the amount of material which was used in the construction and operation of various power sources. While we could argue over whether or not this is a valid methodology, I think any such argument would be pointless as I think the age of the study alone renders it not relevant today anyway. Advancements in materials have changed the basis results significantly by now. However, as it exists I thought I would mention it to show that the idea of comparing energy sources to each other is not a new one. The author compared a wider variety of potential sources than Beckman did. 39 Here's his conclusions. He assumes equal amounts of energy produced by each method. The numbers are normalized such that the total sums to 100%. You can think of it in terms of what proportion of total deaths or injuries would result from each source if each were equally used. 40 Coal 27.5% Oil 25.6% Methanol 16.7% Wind 10.8% Solar photovoltaic 9.2% Thermal 8.1% Solar space heating 1.5% Ocean thermal 0.4% Nuclear 0.13% Natural Gas 0.08% 41 His natural gas estimate is drastically different from that of other authors. I am not going to worry about explaining it however, as the study is as I said old enough to be not very relevant anyway. I am mainly including this here out of historical interest. 42 As a footnote, the methanol he refers to would be synthesized from wood. This was a popular idea in that era as a means of providing liquid fuels for transportation. Practical battery electric cars in those days were strictly science fiction. 43 The ocean thermal category is a real blast from the past and I had forgotten all about that concept. It was a very popular idea at that time and was supposed to be *the* big and upcoming thing in renewable energy. It involved various means of attempting to extract energy from differences in water temperature at different depths in the ocean. It gradually faded away however, as despite great efforts being put into it, designs never proved to be practical. -------------------- 44 Electricity generation and health Anil Markandya, Paul Wilkinson Published in the Lancet, Vol 370, 15 September 2007 45 This is more recent than the previous one, although it is nearly 20 years old at this point. Unfortunately it doesn't cover wind or solar, just fossil fuels and nuclear. However it is still useful, and the Lancet is a very reputable peer reviewed journal. 46 I will present just the results rather than discussing the whole paper. The authors break it down into deaths among the public, occupational deaths, and air pollution related deaths, serious illness, and minor illness. 47 They break the energy sources down into lignite, coal, gas, oil, biomass, and nuclear. Lignite is a type of very low grade coal used mainly for electric power generation. In this paper biomass refers to energy crops and forest residues. 48 I will summarize the results by category rather than trying to describe a table that has 6 rows and 5 columns. All numbers are normalized in terms of deaths or cases per TWh. 49 Occupational deaths from accidents lignite 0.1 coal 0.1 gas 0.001 oil no data biomass - no data Nuclear is 0.019. 50 Deaths among the public from accidents lignite 0.02 coal 0.02 gas 0.02 oil 0.03 biomass no data Nuclear 0.003 51 Air pollution deaths lignite 32.6 coal 24.5 gas 2.8 oil 18.4 biomass 4.63 Nuclear 0.052 52 Air pollution serious illnesses lignite 298 coal 225 gas 30 oil 161 biomass 43 Nuclear 0.22 53 Air pollution minor illnesses lignite 17,676 coal 13,288 gas 703 oil 9,551 biomass 2,276 Nuclear no data 54 Natural gas edges out nuclear power slightly in terms of occupational safety, but in every other category nuclear is drastically lower in terms of ill effects than any of the alternatives. -------------------- 55 2020 Fatalities for US Roofers Increased 15% as Solar Roof Installations Increase Published in The Next Big Future July 6, 2021 by Brian Wang 56 This seems to be written by someone who has a popular science blog. I'm not familiar with it personally, but he addresses the subject so I'll list it. The title implies that it's all about rooftop solar, but he provides comparative numbers for the other energy sources of interest, so that is useful for our purposes. However, he doesn't describe his methodology, so we need to treat them with some caution. Here are his results These are deaths per thousand terawatt hours. 57 Coal - 100,000 Oil - 36,000 Natural gas - 4,000 Hydro - 1,400 Rooftop solar - 440 Wind - 150 Nuclear - 90 58 If we plot these numbers on a bar chart, coal and oil are so large that all of the others are squished to the bottom of the chart and are difficult to see at all. Let's therefore look at these in terms of orders of magnitude. Keep in mind that this is a logarithmic scale. This means that the difference between 4 and 5 is much greater in linear terms than the difference between 1 and 2. 59 Coal - 5 Oil - 4 Natural gas - 3 Hydro - 3 Rooftop solar - 2 Wind - 2 Nuclear - 1 60 Each of these numbers represents an order of magnitude, that is a power of ten. We can see that with rooftop solar, wind, and nuclear, the numbers are so close and the uncertainties are so great and their relative values so small compared to say coal that they can be seen as equivalent so far as safety is concerned. -------------------- 61 What are the safest and cleanest sources of energy? by Hannah Ritchie Published in Our World in Data First published in 2017, updated in 2022 and 2024 62 The author of this study addressed both deaths and greenhouse gas emissions. Deaths from accidents and air pollution are normalized to per TWh of electricity, while greenhouse gas emissions are normalized to GWh of electricity over the life cycle of the plant. 63 Here are the death figures. Coal 24.6 Oil 18.4 Biomass 4.6 Natural Gas 2.8 Hydro power 1.3 Wind 0.04 Nuclear 0.03 Solar 0.02 64 For greenhouse gas emissions the figures are Coal 970 tons Oil 720 tons Natural gas 440 tons Biomass 78 to 230 tons Solar 53 tons Hydro power 24 tons Wind 11 tons Nuclear 6 tons 65 If we take the death figures and rank them by order of magnitude as we did with the previous article, we get the following. 66 Coal - 4 Oil - 4 Biomass - 3 Natural Gas - 3 Hydro power - 3 Wind - 1 Nuclear - 1 Solar - 1 67 Keep in mind that the previous article covered only rooftop solar and not large industrial installations, and so is not directly comparable. Also the units are different, with the previous article being in terms of thousand TWh, and this one being in TWh. If we exclude solar (as the numbers are not comparable), Brian Wang's numbers are between 1.5 to 4 times higher than Ritchie's, except for hydro which are almost identical. I think this latter is due to both sets of numbers are dominated by one exceptionally big hydro accident. 68 Overall however, the relative rankings are quite comparable. Ritchie's numbers for deaths from coal, oil, and natural gas appear to be directly from the study by Markandya and Wilkinson mentioned above. For the benefit of those who are wondering, Ritchie specifically states that her numbers for nuclear include the Chernobyl and Fukushima accidents. -------------------- https://www.iaea.org/publications/magazines/bulletin/21-1/solar-power-more-dangerous-nuclear Direct link to file https://www.iaea.org/sites/default/files/publications/magazines/bulletin/bull21-1/21104091117.pdf https://ourworldindata.org/safest-sources-of-energy https://www.thelancet.com/journals/lancet/article/PIIS0140-6736(07)61253-7/abstract https://www.nextbigfuture.com/2021/07/2020-fatalities-for-us-roofers-increased-15-as-solar-roof-installations-increase.html -------------------- 69 Conclusion from Studies Remember that in engineering terms, when comparing groups of numbers which contain both both very small numbers and one or more very large numbers, the differences between the small numbers are often not significant. The differences between the small numbers may be the product of our ability to measure these things rather than any real differences. 70 For example, in the article by Ritchie wind power would appear to be twice as dangerous as nuclear. However, the difference between them is 0.02 compared to 24.6 for coal. In other words, the difference between apparently "dangerous" wind and apparently "safe" nuclear is equivalent to 0.08% of the total for coal. It's therefore meaningless and a red herring to even worry about. 71 With the above taken into consideration, generally the different sources of energy fall into two broad categories in terms of number of deaths, injuries, and illnesses. The fossil fuels and biomass fall into one group and wind, solar, and nuclear into another group. 72 Hydro power would seem to fall into the higher risk category or at least somewhere between the two, but this I suspect is mainly due to one exceptionally large dam collapse in China, the Banqian Dam failure in 1975. This is mentioned as being specifically included in the article written by Ritchie. This was a multi-purpose dam, and information on this dam is difficult to find. It is not clear to me whether it had a hydro electric generator associated with either it or another dam that was part of the same system. 73 Some people therefor may argue for its exclusion from the numbers. Of course some people may argue for its inclusion anyway, as it was a dam regardless of whether it actually had an electric generator attached. If we exclude it, then I think the numbers for hydro power would fall into the same range as for nuclear, wind, and solar. 74 Most people would consider hydro power to be safe and clean enough regardless of this and I will rank it as such in any conclusions that I come to. As you can see, even if we have numbers, it can be a matter of opinion as to how to interpret them. -------------------- -------------------- 75 Taking a Systems Approach Now let's take a look at the broader energy picture today and into the future. Many countries in many parts of the world have committed to the concept of "Net Zero", which means eliminating carbon emissions on a net basis. Net zero essentially means the complete electrification of society. We must therefore have electrical energy on demand and at low cost. We must as a result of this look at complete electrical systems rather than individual sources in isolation. 76 At one time many electrical systems were entirely coal or entirely hydroelectric. This is no longer the case. There are now major amounts of wind and solar involved in many countries. However these are inherently intermittent. This means that other sources of energy are inherently also required to have a functional system. 77 If any particular solution inherently requires fossil fuels to meet part of the demand, then the safety, pollution, and climate issues relating to those fossil fuels have to be factored in to that complete system when trying to come up with a relative ranking. Talking about Individual sources in isolation are therefore meaningless in these countries. 78 There are battery systems, but these are mainly used to stabilize and regulate the grid plus to a lesser degree to smooth out short term daily peaks in demand. They do not have the ability to store large amounts of electricity on a large scale for an entire grid for days, weeks, and months to make up for intermittency. 79 So a serious attempt to rank sources of energy would need to look at a variety of representative countries and for each one come up with a plan that involves 'x' megawatts from source 'a', 'y' megawatts from source 'b', etc., and total up the values for each. 80 I am not aware of anyone who has studied this larger issue. However, the problem has to be addressed from this perspective in order for any answer to be useful. Not taking this into account is like ordering a diet soft drink to go with with a high calorie meal and assuring yourself that your plans to diet are fine. 81 This is not to imply there is anything inherently wrong with wind or solar. It does mean that if your goal is to achieve both net zero and a clean environment, you have to look at your entire energy system as a complete system rather than focusing on what you feel are the most reassuring parts of it while ignoring the rest. This does however add to the argument that it is in fact inherently very difficult to come up with a system of ranking energy sources for safety. -------------------- 82 Nuclear, Climate, and Clean Air - Contrasting Examples To give a tangible example we will now look at two different places that followed two divergent paths at roughly around the same time frame. These are the province of Ontario in Canada, and Germany. 83 Ontario had a mix of coal, hydro electric, and nuclear generating plants. Germany had a mix of coal, nuclear and natural gas plants. Ontario shut down their coal fired plants and kept their nuclear plants. Germany however shut down their nuclear plants and kept their coal fired plants. 84 The Phase Out of Coal in Ontario In 2003 Ontario decided to close all of its coal fired generating plants, which consisted of 19 units (that is boilers and turbines) totalling 8,800 MW. This phase out was completed by 2014. 85 Here are the figures for amount of power generated by each energy source in 2003 and 2014. Nuclear went from 42% to 60% Hydro went from 23% to 24% Gas went from 11% to 9% Coal went from 25% to 0% Non-hydro renewable went from 0% to 7%. 86 As you can see, the bulk of that replacement came from increased use of nuclear power. Furthermore, this did not result in simply replacing coal with natural gas. While gas is cleaner than coal, it still has emissions and if you recall from the studies that we looked at earlier, had an estimated death rate roughly 2 orders of magnitude greater than nuclear, solar, or wind. 87 To put this in more practical terms, at one time Toronto regularly had clouds of smog obscuring it, to a large extent due to these coal fired power plants With the phase out of coal, smog days went to zero in 2015 compared to 53 a decade earlier. The 2023 figures for Ontario show carbon emissions of 53 grams per kWh of electricity generated. We can use this as a rough benchmark comparison for total emissions. 88 The Phase out of Nuclear in Germany Until March of 2011, Germany generated one quarter of its electrical power from nuclear. Starting in 2011 however, they began shutting down their nuclear power plants. These were then phased out over the next decade. However, the coal plants were to be kept to 2038. In 2026 Germany began talking about increasing use of coal in order to save gas. In the same year the German chancellor Friedrich Merz stated that the phase out of nuclear was a quote “serious strategic mistake”. EU Commission President Ursula von der Leyen said it was "a strategic mistake for Europe to turn its back on a reliable, affordable source of low-emissions power". 89 I won't go into the details of the phase out, but let's look at some emissions numbers for Germany. If we look at the official numbers from the European Environmental Agency for 2024, for Germany their emissions were 298 grams per kWh of electricity generated. Recall that we are using emissions as a very rough guide to amount of air pollution, and that this has a direct effect on the safety of the overall electrical energy system. 90 So, who actually made their people safer, Ontario who phased out their coal plants and kept their nuclear plants, or Germany who phased out their nuclear plants and kept their coal plants? 91 If you want a comparison directly within Europe, then Germany has one of the highest rates of emissions per kWh of electricity generated, whereas France, who use mainly nuclear power, have one of the lowest at 43 grams per kWh of electricity generated. Again, who is making their people safer, Germany or France? 92 I don't want to make it sound like I am picking on Germany. I am also not going to tell them how they ought to run their country. However they provide a good real world example of how we need to look at things in overall context when we are thinking about the choices that we make. https://www.ontario.ca/page/end-coal https://www.cbc.ca/news/canada/windsor/smog-study-shows-significant-decreases-in-pollutants-in-ontario-1.4151183 https://www.eea.europa.eu/en/analysis/indicators/greenhouse-gas-emission-intensity-of-1 https://world-nuclear.org/information-library/country-profiles/countries-g-n/germany https://www.politico.eu/article/friedrich-merz-is-right-to-reject-germanys-nuclear-phase-out-says-iea-chief-fatih-birol/ https://www.politico.eu/article/germany-considers-ramping-up-coal-power-to-avert-energy-crisis/ https://www.iea.org/countries/estonia/electricity https://www.iea.org/countries/malta/electricity -------------------- 93 Conclusions As we can see, there don't appear to be an abundance of peer reviewed scientific studies that we can simply point to in order to answer the question of safety of all possible major different energy sources once and for all. Collecting the data to even attempt to answer the question is inherently very difficult as we cannot readily conduct experiments to answer the question, and sources of data are not collected or consolidated in a manner which can answer this question adequately. 94 The essence of the problem is that most energy industries are not as tightly regulated and monitored to the same degree that say nuclear power or commercial airliners are, so this data is simply not being systematically recorded. However, a number of people have attempted to make estimates. 95 Their conclusions would seem to be that nuclear, wind, and solar are roughly equivalent in terms of safety. All fossil fuels are much less safe than nuclear, wind, and solar, by as much as several orders of magnitude. 96 We can however say with a reasonable degree of certainty that if a country shut down their nuclear power plants and kept their fossil fuel plants, particularly coal, then they probably made their people less safe than if they had done things the other way around. 97 I hope that I have provided some context in which to think about the issue. Thanks again to brian in ohio for providing the question upon which this episode is based. -------------------- Provide feedback on this episode.
- Đại hội đại biểu toàn quốc Đoàn TNCS Hồ Chí Minh lần thứ XIII, nhiệm kỳ 2026 – 2031 họp phiên thứ Nhất.- Đắk Lắk khởi động Dự án cụm 3 nhà máy điện gió với tổng mức đầu tư hơn 2.000 tỷ đồng.- Nắng nóng cực đoan tiếp tục đẩy nhu cầu điện tăng cao, dự báo, phụ tải miền Bắc ngày hôm nay có thể xấp xỉ 30.000 MW, tiệm cận mức kỷ lục cuối tháng 5.- Oman và Tổ chức hàng hải quốc tế (IMO) phối hợp thiết lập hành lang hàng hải tạm thời qua eo biển Hormuz. - Chính phủ Pháp kích hoạt cơ chế ứng phó khẩn cấp quốc gia nhằm tăng cường năng lực hệ thống y tế trong bối cảnh nắng nóng gay gắt.
VOV1 - Tại Diễn đàn “Tiết kiệm năng lượng cần sự chung tay của toàn xã hội” do Bộ Công Thương tổ chức mới đây, đã có rất nhiều thông điệp hay và ý nghĩa về sử dụng năng lượng tiết kiệm và hiệu quả được đại diện cơ quan quản lý, doanh nghiệp và chuyên gia đưa ra.Chỉ riêng đợt nắng nóng cuối tháng 5 vừa qua, hệ thống điện quốc gia đã liên tiếp ghi nhận các mức công suất cực đại mới. Ngày 27/5, công suất cực đại toàn hệ thống đạt gần 58 nghìn MW. Đáng lưu ý, khi tổng công suất đặt nguồn điện của hệ thống hiện mới đạt hơn 90 nghìn MW, thì lượng công suất tiêu thụ như vậy là tới hạn, không còn công suất dự phòng, tạo áp lực rất lớn đối với vận hành hệ thống điện và đảm bảo cung ứng điện. Sử dụng năng lượng tiết kiệm và hiệu quả góp phần quan trọng để đảm bảo điện.
VOV1 - Cùng với các dự án ở các lĩnh vực khác, tỉnh Đắk Lắk đang mở “luồng xanh” để thu hút các tổ chức, cá nhân đầu tư vào lĩnh vực năng lượng tái tạo, gồm điện gió, điện mặt trời, điện sinh khối, điện rác và thủy điện.Theo Quy hoạch điện VIII điều chỉnh, giai đoạn 2025–2035, tỉnh Đắk Lắk có 125 dự án năng lượng với tổng công suất hơn 14.000 MW. Trong đó, chủ yếu là các dự án điện gió (tổng công suất 3.956 MW) và điện mặt trời (tổng công suất 9.316MW).Đến nay, tỉnh Đắk Lắk đã chấp thuận chủ trương đầu tư 15 dự án với tổng công suất 892,5 MW và đang triển khai các bước đầu tư theo quy định. Tỉnh đặt mục tiêu đến năm 2030 sẽ thu hút đầu tư toàn bộ các dự án năng lượng tái tạo đã được quy hoạch trong giai đoạn 2025–2030, với tổng công suất hơn 7.820 MW.Ông Huỳnh Gia Hoàng, Phó Giám đốc Sở Tài chính tỉnh Đắk Lắk cho biết, các dự án điện năng lượng tái tạo đầu tư tại những địa bàn có điều kiện kinh tế - xã hội đặc biệt khó khăn trên địa bàn tỉnh sẽ được ưu tiên áp dụng các cơ chế, chính sách theo Nghị quyết 254/2025/QH của Quốc hội nhằm tạo điều kiện thuận lợi và thu hút các nhà đầu tư tham gia triển khai dự án; và thủ tục cấp phép được áp dụng “luồng xanh” giải quyết thủ tục đầu tư chưa tới 10 ngày.“Đối với các dự án năng lượng có tổng mức đầu tư trên 800 tỷ đồng, chúng tôi đều cho áp dụng cơ chế “luồng xanh”. Theo cơ chế này, chúng tôi cắt giảm thủ tục hành chính còn 50% so với quy định, thời gian giải quyết còn lại là 8,5 ngày. Các sở, ngành và địa phương tập trung xem xét, thẩm định hồ sơ trong vòng 7 ngày; 1,5 ngày còn lại dành cho việc xem xét, chấp thuận, phê duyệt chủ trương của cấp có thẩm quyền là UBND tỉnh Đắk Lắk”./.Tuấn Long/VOV Tây NguyênCác dự án năng lượng tái tạo như điện gió và điện mặt trời tại Đắk Lắk sẽ được giải quyết các thủ tục đầu tư nhanh gọn trong vòng chưa tới 10 ngày.
Jonathan Otto joins The Fighter and The Kid for one of the most controversial health conversations we've ever had.Brendan Schaub and Bryan Callen challenge Jonathan on red light therapy, Joe Rogan's experience with red light, methylene blue, cancer research, urine therapy, nicotine, COVID theories, mitochondrial health, photodynamic therapy, and more.Can red light therapy improve recovery, energy, eyesight, and overall health? What does the latest research say? And why are so many people talking about biohacking, mitochondria, and alternative wellness treatments?Red Light Therapy - Together we reveal how red light therapy + PEMF can help detoxify the body, optimize cellular voltage, reduce inflammation, and support your body's own stem cell and mitochondrial generation and repair.My Red Light (RedLife) medical-grade red light and PEMF devices are built for real results:• FDA Registered • Zero EMF • Flicker-Free• 9 powerful wavelengths (480, 630–670, 810-1060nm) for deep tissue penetration• High irradiance: 148–218 mW/cm²• Medical-grade PEMF with red & near-infrared light, 8 coils, 9-hour timer, and high intensityLimited-Time Listener Offer – Expires Soon!Use FIGHTER25 for 25% OFF single items or FIGHTER30 for 30% OFF bundles.Shop now and strengthen your body from the inside out → myredlight.com (https://myredlight.com/)Taskrabbit - When life happens, your to-do list grows. Get ahead of it now and get fifteen dollars off your first task at http://taskrabbit.com/ or on the Taskrabbit app using promo code FIGHTER.QUO - Try QUO for free PLUS get 20% off your first 6 months when you go to https://www.quo.com/FIGHTERO'Reilly - Stop by O'Reilly Auto Parts today or visit us at oreillyauto.com/FIGHTER that's oreillyauto.com/FIGHTERProgressive - See if you could save when you switch to Progressive. You'll feel good about making a savvy choice. Visit https://www.progressive.com/ and see if you can enjoy a little extra cash back.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In this episode, Madelyn O'Farrell talks with Celadyne founder and CEO Gary Ong about how a new membrane material can unlock the full potential of electrochemistry for hydrogen, long-duration energy storage, and critical material separations. Gary shares his journey from PhD researcher to startup founder after big corporates passed on his invention, then explains how Celadyne's membrane dramatically reduces hydrogen crossover, boosting fuel-cell durability and cutting critical materials in electrolyzers. They dive into the grid-capacity crunch facing hyperscalers, why hydrogen plus electrolyzers and fuel cells makes sense at 50–100+ MW scale, and how salt-cavern storage enables multi-day and even week-long clean power from solar. Gary also unpacks the geopolitical race over hydrogen technology between the U.S. and China, the strategic role of hydrogen for defense and fuel logistics, and closes by arguing that the real constraint to building next-generation energy and AI infrastructure in the U.S. is workforce development and the shortage of skilled trades. Highlights from their conversation include: Gary's Journey From PhD to Energy Tech Founder (0:44) What Celadyne Does and Why Electrochemistry Matters (2:11) Reinventing Membranes and Unlocking New Markets (4:54) Grid Capacity, Hyperscalers, and Long Duration Storage (7:14) Electrolyzers Plus Fuel Cells for Multi Day Energy (10:45) Why Power Price Matters Less Than Compute Productivity (14:21) Geopolitics, China, and The Hydrogen Technology Race (15:29) Hydrogen's Role in U.S. Energy Mix and Resiliency (19:59) Defense Use Cases, Submarines, and Synthetic Fuel (20:56) Air Force Funding and Early Defense Partnerships (25:27) Workforce Development as the Real Infrastructure Bottleneck (26:58) Closing Thoughts on Reindustrialization and Skilled Trades (28:58) Dynamo Ventures is a venture firm backing founders upgrading the physical economy. As intelligence moves into critical infrastructure and technology collides with physics, industry is entering a new era of transformation - the industrial renaissance. Born from the dirt and grit of supply chains and shaped by operations, not spreadsheets, Dynamo focuses on the complex realities of building in the real world. We invest in companies transforming infrastructure, manufacturing, logistics, transportation, and the systems that power global commerce. Dynamo works closely with founders who combine ambition with a bias to action, bringing a builder mindset to venture capital through deep operational insight, systematic pressure-testing and hands-on partnership. Our purpose is simple: to back the relentless shaping the industrial renaissance. Learn more at www.dynamo.vc. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Anthropic pulled the plug on its Mythos / Fable 5 model after the U.S. government raised concerns, and IREN has completed its acquisition of Nostrum for 490 MW of capacity in Spain. Welcome back to The Blockspace Podcast! Anthropic and Uncle Sam are trading blows again, with the frontier LLM company pulling its recently released Mythos / Fable 5 model after whistleblowers said the model's guardrails were bypassed. Lygos Finance's CEO Jay Patel joins us for his reaction to the news and the market rally with a reported, imminent peace deal coming for the Iran War this week. For other news, we cover IREN's closing its acquisition of Nostrum, which will give it a 490 MW foothold in Spain for AI data center development, and the EPA's stance that it won't regulate AI data centers. Check out Dimetrics, the AI industry's Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by-state data center pushback, and more with the compute industry's most powerful dashboard. Subscribe to our newsletter to receive updates for all of our shows and content.
A US federal court just ruled the IRS acted in an "arbitrary and capricious" manner on solar and wind safe harbor rules, shaking up project timelines for developers racing toward the July 4, 2026 deadline. Meanwhile, at the Shanghai Solar Show (SNEC), energy storage claimed more floor space than solar panels for the first time, signaling a major shift in where the industry is placing its bets. Tim and John dig into safe harbor court rulings, vertical integration in US module manufacturing, battery technology milestones, and agrivoltaics at the Vatican. Viewers get first-hand reporting from the Shanghai Solar Show floor alongside detailed discussion of what these stories mean for developers, installers, and investors. EPISODE HIGHLIGHTSIRS Safe Harbor Court Ruling (PV Magazine): A US federal court in DC ruled the IRS acted arbitrarily in requiring wind and solar projects above 1.5 MW AC to meet a continuous physical work test to qualify for safe harbor. The ruling opens a potential 5% spend pathway for developers who could not meet construction requirements. Shanghai Solar Show 2026(BSKY): John Weaver returned from his first visit to the Shanghai solar show and reported that battery storage occupied more floor space than solar panels. Module efficiencies of 25% were common across exhibitors, and one solar module clocked in at 27%. BYD's 2,710 Amp-Hour Battery Cell: BYD showcased a single battery cell rated at 2,710 amp-hours, roughly double the largest cell previously available. BYD's press materials claimed a levelized cost of storage of 1.4 cents per kilowatt-hour over 10,000 cycles, compared to the 3 to 4 cent range seen elsewhere. Q Cells Full Vertical Integration in Georgia: Q Cells announced a 3-gigawatt fully vertically integrated manufacturing facility in Georgia, covering polysilicon through module assembly. The announcement means US-made solar modules are now available from a single domestic supply chain. Australia's First 8-Hour Battery, New South Wales (PV Magazine): Australia's first 8-hour battery storage system reached full operations in New South Wales, using Tesla Megapack units configured to charge at 100 MW and discharge at 50 MW. C&I Battery Storage Playbook for 2026: Tim published a story in Solar Builder on the Earn, Save, Protect framework from Intelligent Generation, a three-part guide to battery value stacking for commercial and industrial installers. (Solar Builder) Vatican Agrivoltaic Project: Pope Leo XIV established the Fratello Sole Foundation to implement an agrivoltaic installation at the Vatican, aligned with Pope Francis's 2024 sustainability directive. The project will supply power to Vatican Radio's transmission center and Vatican City State. (Vatican News)This episode is built for solar developers, commercial installers, battery storage professionals, and clean energy investors tracking policy and technology in 2026. The safe harbor ruling alone could affect capital decisions on projects above 1.5 MW AC before the July 3 deadline. Between the Shanghai show floor, the QCells factory update, and Australia's 8-hour battery milestone, this episode covers the week's most consequential moves in clean energy. 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.comCorporate 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
Germany's battery storage market is booming - but a saturation crunch is coming, and most investors aren't ready for it. The question is which revenue streams hold up, and which collapse the way they did in GB, Texas, and Australia.Ed sits down with Till Stehr, German Research Analyst, and Cosima from the Advisory Services Team at Modo Energy, to map the real structural drivers, and risks, behind German BESS returns.They cover: Why German battery saturation is closer than the market thinks - FCR is already saturated, with aFRR close behind.• Why German battery revenues near €200,000/MW/year for a two-hour system are more about timing than structure.• What makes Germany's intraday market the most liquid in Europe and the €1,000+/MWh spikes batteries feed on.• How flexible connection agreements are quietly reshaping returns, from ramp rates to export caps.• What German grid fees look like after the 2029 exemption and why dynamic fees are locational pricing through the back door.Got a question about the German BESS market? Ask Ko, Modo Energy's AI analyst: https://modoenergy.com/sign-up?utm_source=podcast&utm_medium=youtube&utm_campaign=till_cosima&utm_content=ko_signupChapters:00:00 – An Introduction tGermany's Battery Storage Market 00:50 – What Investors Get Wrong About Germany02:33 – Why Ancillary Services Saturate Fast03:47 – German Battery Revenues: €200k per MW05:24 – Structural Value: Solar and Intraday Trading06:30 – Redispatch Costs and Locational Pricing08:04 – FCR and aFRR Explained09:37 – Battery Saturation and the Overbuilt Ratio14:08 – Europe's Most Liquid Intraday Market18:50 – Battery Interconnection: Friend or Foe?21:52 – Negative Power Prices in Germany25:36 – Flexible Connection Agreements Explained32:19 – Battery Inertia and Grid-Forming Inverters35:53 – German Grid Fees: What's Announced40:37 – Contrarian Views: DSOs and Locational Pricing
Germany's battery storage market is booming - but a saturation crunch is coming, and most investors aren't ready for it. The question is which revenue streams hold up, and which collapse the way they did in GB, Texas, and Australia.Ed sits down with Till Stehr, German Research Analyst, and Cosima from the Advisory Services Team at Modo Energy, to map the real structural drivers, and risks, behind German BESS returns.They cover: Why German battery saturation is closer than the market thinks - FCR is already saturated, with aFRR close behind.• Why German battery revenues near €200,000/MW/year for a two-hour system are more about timing than structure.• What makes Germany's intraday market the most liquid in Europe and the €1,000+/MWh spikes batteries feed on.• How flexible connection agreements are quietly reshaping returns, from ramp rates to export caps.• What German grid fees look like after the 2029 exemption and why dynamic fees are locational pricing through the back door.Got a question about the German BESS market? Ask Ko, Modo Energy's AI analyst: https://modoenergy.com/sign-up?utm_source=podcast&utm_medium=youtube&utm_campaign=till_cosima&utm_content=ko_signupChapters:00:00 – An Introduction tGermany's Battery Storage Market 00:50 – What Investors Get Wrong About Germany02:33 – Why Ancillary Services Saturate Fast03:47 – German Battery Revenues: €200k per MW05:24 – Structural Value: Solar and Intraday Trading06:30 – Redispatch Costs and Locational Pricing08:04 – FCR and aFRR Explained09:37 – Battery Saturation and the Overbuilt Ratio14:08 – Europe's Most Liquid Intraday Market18:50 – Battery Interconnection: Friend or Foe?21:52 – Negative Power Prices in Germany25:36 – Flexible Connection Agreements Explained32:19 – Battery Inertia and Grid-Forming Inverters35:53 – German Grid Fees: What's Announced40:37 – Contrarian Views: DSOs and Locational Pricing
Debate de actualidad con los periodistas Carlos Dávila, Álvaro Sierra y Sergio Valgañón: Es noticia la visita hoy a Andorra de la directora del Instituto para la Transición Justa tras conocerse la autorización final de MW para Endesa en la zona. Sin salir de Aragón abordamos la reunión mantenida por el Gobierno con representantes de la Educación Concertada tras la suspensión cautelar fallada por el Tribunal Superior de Justicia de Aragón. Esta semana hay huelga sanitaria contra el Estatuto Marco. En tribunales, comparece Begoña Gómez ante el juez Peinado en una audiencia preliminar. Y en Zaragoza acudimos al entorno de la antigua estación del Portillo donde las obras pasan a una nueva fase que obliga a cambiar la movilidad del entorno.
VOV1 - Nhu cầu điện dự kiến sẽ tiếp tục tăng rất cao trong các tháng cao điểm mùa khô từ tháng 6-8/2026. Bất kỳ sự cố nào xảy ra trên lưới điện 500kV đều có thể gây ảnh hưởng lan rộng, tác động trực tiếp đến an ninh năng lượng, phát triển kinh tế - xã hội và đời sống nhân dân.Giữa những ngày miền Trung, Tây Nguyên nắng như đổ lửa, nền nhiệt khí tượng dao động khoảng hơn 40⁰C nhưng nhiệt độ cộng hưởng ngoài trời và tại các trạm biến áp còn cao hơn rất nhiều. Nhu cầu điện tăng cao, phụ tải hệ thống điện liên tục lập các đỉnh mới. Để đảm bảo cho dòng điện được an toàn, thông suốt, hàng nghìn kỹ sư, công nhân của các Công ty Truyền tải điện 2, Truyền tải điện 3 vẫn chia ca/kíp, miệt mài ứng trực 24/24 giờ mỗi ngày. Họ quyết tâm giữ vững “trục xương sống” huyết mạch của hệ thống truyền tải điện Quốc gia nhằm giải tỏa tối đa công suất của các nhà máy điện năng lượng tái tạo, các trung tâm năng lượng lớn, liên kết lưới điện 3 miền để truyền tải hàng nghìn MW điện ra Bắc, góp phần quan trọng đảm bảo điện cao điểm mùa khô năm 2026.
Most battery revenue projections stop at the day-ahead auction. But the optimisers running multi-gigawatt BESS portfolios argue that's where the money is being left on the table - re-trading a battery through intraday, balancing, and ancillary services can add 50% or more to revenue, and battery offtake structures like floors, tolls, and swaps only make sense once you understand how that value actually gets captured.In this episode of Transmission, Ed Porter sits down with Brian Lonn, Head of UK Flexibility at Statkraft, to break down how a multi-gigawatt battery optimisation desk actually trades batteries and the offtake structures it offers on top.They cover:How battery re-trading works in practice.How Statkraft scaled its GB flex portfolio from 22MW of intraday-active battery volume to ~4.5GW under contract and why this scale is the precondition for offering offtake at all.Why the battery optimisation market could consolidate and what that means for smaller optimisers and asset owners.How battery floors, tolls, and day-ahead swaps differ in tenor and purpose, with a working £/MW ballpark for each on a 2-hour battery.Brian's contrarian view on Clean Power 2030: why the real question for the GB power system is megawatt-hours, not megawatts.Want sharper answers on battery storage markets? Ko is Modo Energy's AI analyst, built on our underlying data and research. Ask Ko anything: https://modoenergy.com/sign-up?utm_source=podcast&utm_medium=youtube&utm_campaign=brian_lonn&utm_content=ko_signupRead the companion article: [COMPANION ARTICLE URL — TBC]You can watch or listen to new episodes every Tuesday. Transmission is a Modo Energy production. Your host is Ed Porter - Director EMEA & APAC at Modo Energy.00:00 Introduction01:06 What everyone gets wrong about battery asset optimisation05:14 Statkraft's GB flex portfolio — scaling to 4.5GW07:24 Inside a battery trading desk — the operational reality10:02 Re-trading explained — and the £100 to £150 worked example16:49 How algorithmic intraday battery trading has evolved19:50 Re-trading uplift — 50%+ over day-ahead-only battery revenue22:14 The balancing mechanism and NESO's role in battery dispatch29:58 Battery offtake structures — floors, tolls, and day-ahead swaps37:35 Co-location — solar and battery storage in the GB market45:36 How to break into battery asset optimisation and energy trading49:04 Brian's contrarian view — megawatts vs megawatt-hours50:03 Why battery augmentation matters for Clean Power 2030Music licensed via Artlist.
Most battery revenue projections stop at the day-ahead auction. But the optimisers running multi-gigawatt BESS portfolios argue that's where the money is being left on the table - re-trading a battery through intraday, balancing, and ancillary services can add 50% or more to revenue, and battery offtake structures like floors, tolls, and swaps only make sense once you understand how that value actually gets captured.In this episode of Transmission, Ed Porter sits down with Brian Lonn, Head of UK Flexibility at Statkraft, to break down how a multi-gigawatt battery optimisation desk actually trades batteries and the offtake structures it offers on top.They cover:How battery re-trading works in practice.How Statkraft scaled its GB flex portfolio from 22MW of intraday-active battery volume to ~4.5GW under contract and why this scale is the precondition for offering offtake at all.Why the battery optimisation market could consolidate and what that means for smaller optimisers and asset owners.How battery floors, tolls, and day-ahead swaps differ in tenor and purpose, with a working £/MW ballpark for each on a 2-hour battery.Brian's contrarian view on Clean Power 2030: why the real question for the GB power system is megawatt-hours, not megawatts.Want sharper answers on battery storage markets? Ko is Modo Energy's AI analyst, built on our underlying data and research. Ask Ko anything: https://modoenergy.com/sign-up?utm_source=podcast&utm_medium=youtube&utm_campaign=brian_lonn&utm_content=ko_signupRead the companion article: [COMPANION ARTICLE URL — TBC]You can watch or listen to new episodes every Tuesday. Transmission is a Modo Energy production. Your host is Ed Porter - Director EMEA & APAC at Modo Energy.00:00 Introduction01:06 What everyone gets wrong about battery asset optimisation05:14 Statkraft's GB flex portfolio — scaling to 4.5GW07:24 Inside a battery trading desk — the operational reality10:02 Re-trading explained — and the £100 to £150 worked example16:49 How algorithmic intraday battery trading has evolved19:50 Re-trading uplift — 50%+ over day-ahead-only battery revenue22:14 The balancing mechanism and NESO's role in battery dispatch29:58 Battery offtake structures — floors, tolls, and day-ahead swaps37:35 Co-location — solar and battery storage in the GB market45:36 How to break into battery asset optimisation and energy trading49:04 Brian's contrarian view — megawatts vs megawatt-hours50:03 Why battery augmentation matters for Clean Power 2030Music licensed via Artlist.
Vous aimez notre peau de caste ? Soutenez-nous ! https://www.lenouvelespritpublic.fr/abonnementUne émission de Philippe Meyer, enregistrée en public à l'École alsacienne le 7 juin 2026.Avec cette semaine :Nicolas Baverez, essayiste et avocat.Jean-Louis Bourlanges, essayiste, ancien président de la Commission des Affaires étrangères de l'Assemblée nationale.Antoine Foucher, président de la société de conseil Quintet, spécialiste des questions sociales.Lucile Schmid, présidente de La Fabrique écologique et membre du comité de rédaction de la revue Esprit.CHOSE FRANCE OU LOSE FRANCE ?La 9e édition du salon Choose France, sorte de sommet économique qui doit mettre en lumière la capacité du pays d'attirer des projets internationaux, a réuni plus de 200 patrons et investisseurs étrangers au château de Versailles. Cette année l'événement a permis d'annoncer 93 milliards d'euros d'investissements - soit plus que les huit éditions précédentes réunies – au travers de 71 projets, représentant quelque 15.600 emplois.Le géant japonais des investissements dans la tech a promis d'investir jusqu'à 75 milliards d'euros en France, dont 45 milliards pour la construction de trois centres de données dans les Hauts-de-France d'ici à 2031. La disponibilité d'une électricité abondante, stable et décarbonée, grâce au parc de centrales nucléaires d'EDF, a convaincu SoftBank de choisir l'Hexagone.La procédure accélérée dite « fast track » lancée en mai 2025 par RTE, l'opérateur du réseau de transport d'électricité, a également joué. Elle a permis d'identifier huit sites adaptés aux centres de données de plus de 400 mégawatts (MW) et raccordables au réseau plus rapidement qu'avec une procédure classique. Autre mesure pour attirer plus de centres de données : la loi de simplification de la vie économique du 27 mai 2026 leur permet de bénéficier de la qualité de « projet d'intérêt national majeur » qui emporte plusieurs avantages comme la priorisation du raccordement au réseau d'électricité et la simplification des consultations du public. En revanche, la loi prévoit que le permis de construire pourra être refusé en cas de « tensions structurelles sur la ressource en eau », élément dont les centres de données sont extrêmement gourmands. Une attention particulière a aussi été accordée avec succès aux établissements financiers à la recherche d'une terre d'asile dans l'Union européenne après le Brexit : chaque année depuis 2019, le baromètre Ernst et Young (EY) place la France en tête du classement des pays européens les plus attractifs.Toutefois, certains entrepreneurs français ont fini par se lasser de Choose France. Ils auraient souhaité que l'attention accordée avec constance aux groupes étrangers susceptibles d'investir chez nous soit la même pour eux. En novembre dernier, l'Élysée a organisé le premier « Choose France - Édition France » pour mettre à l'honneur les entreprises tricolores qui, elles aussi, choisissent d'investir en France. Elles ont eu droit de se réunir… à la Maison de la Chimie.IA : L'EUROPE PEUT-ELLE NE PLUS DÉPENDRE DES USA ?La Commission européenne a dévoilé mercredi un grand plan pour la « souveraineté technologique », au risque de déclencher un nouveau bras de fer avec les Etats-Unis de Donald Trump. Pour son projet de « reconquérir sa place dans la course mondiale à la puissance géoéconomique », l'UE s'inquiète tout particulièrement de sa dépendance aux géants américains des services informatiques à distance ou « cloud ». Amazon, Microsoft et Google contrôlent 70% du marché européen. Or les services numériques reposant sur des fournisseurs américains, notamment dans la défense, mais aussi la santé pourraient être désactivés via un mécanisme d'arrêt d'urgence (ou « kill switch » en anglais), en cas de crise ouverte avec l'administration Trump.Le plan présenté par la Commission concentre les investissements sur les maillons jugés critiques : la production de semi-conducteurs, le développement de capacités européennes en intelligence artificielle, le stockage et le traitement des données, ainsi que la sécurisation des infrastructures numériques. Les entreprises de l'IA et du cloud pourraient être tenues de fournir des garanties pour décrocher des contrats publics. Pour renforcer la sécurité des données européennes dans certains secteurs critiques, comme la défense, la Commission va exiger que leur stockage ait lieu dans des centres de données appartenant à des fournisseurs européens. Pour combler le retard européen en matière de stockage des données, l'exécutif bruxellois prévoit de tripler les capacités installées au cours des cinq à sept prochaines années, afin d'atteindre 60 gigawatts, contre 12 aujourd'hui. Un investissement estimé à quelque 200 milliards d'euros, incombant essentiellement au secteur privé. Pour optimiser le stockage, une mutualisation des capacités entre États membres est également envisagée sous le label EuroCloud.Sur le volet IA, le texte cible trois domaines prioritaires : la robotique, les applications industrielles et la course aux grands modèles génératifs, celle où s'affrontent ChatGPT, Gemini et leurs rivaux. L'ambition affichée : créer « l'équivalent d'un CERN pour l'IA », un grand programme qui réunirait les meilleurs chercheurs européens autour des machines les plus puissantes, à l'image de ce que le laboratoire de physique de Genève a représenté pour la recherche nucléaire.Ces propositions vont maintenant être débattues au Conseil de l'Europe et au Parlement, avant de revenir d'ici un an vers les Etats membres.Chaque semaine, Philippe Meyer anime une conversation d'analyse politique, argumentée et courtoise, sur des thèmes nationaux et internationaux liés à l'actualité. Pour en savoir plus : www.lenouvelespritpublic.frHébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.
BRONCO FOCUS EVERY MONDAY-THURSDAY AT 3:45 P.M.: Bob Behler, the voice of Boise State athletics, joins Prater and Johnny to continue his Mountain West memory tour. The Broncos didn't do a lot of losing during their 15 seasons in the MW - but some of those losses will sting forever. From TCU in 2011 to UTEP in 2022 and Colorado State in 2023 - which one hurt the most?See omnystudio.com/listener for privacy information.
BRONCO FOCUS EVERY MONDAY-THURSDAY AT 3:45 P.M.: Bob Behler, the voice of Boise State athletics, joins Prater and Johnny to continue his Mountain West memory tour. The Broncos won 75 percent of their football games during 15 seasons in the MW - what are the top six victories, according to Bob.See omnystudio.com/listener for privacy information.
PODCAST LAS NOTICIAS CON CALLE DE 3 DE JUNIO - Vuelven a bombardearse Irán y USA, ahora Kuwait es quien cierra aeropuerto - Reuters Tienes que recertificarte si coges cupones - El Vocero LUMA dice que va a congelar posiciones gerenciales claves, mientras admite que van a tener que contratar para poda y dicen estar mejor preparados - El Vocero Rivera Schatz v. JGo otra ronda por DDEC - El Vocero Demanda alega traqueteo corrupto en anuncios de publicidad y en dos agencias - Jay Fonseca PR Primarias en California muestran fuerza de Trump, en Iowa perdió el trampistaDan dinero para gestión de Ferraiouli para desreglamentar - El Nuevo Día Nos salieron en casi un billón los aranceles, tres veces las leyes de cabotaje - El Nuevo Día Alcaldes siguen cobrando impuestos a fondos federales en contra de directrices - El Nuevo Día Bayamón pide que le devuelvan los chavos que ha gastado en agua - ElNuevo Día PPD apelará decisión contra demanda de senador en Justicia por caso de info de Baby y secretaria de la Familia - Jay Fonseca PR El Fondo dice que está corto por 700 empleados y la deficiencia es en áreas médicas, dicen que subirán sueldos - El Nuevo Día ASSMCA dio reembolsos indebidos - El Nuevo Día Cerró Texas de Brazil tras 14 años en PR - El Nuevo Día Si tienes T-Mobile, de seguro has disfrutado de los beneficios EXCLUSIVOS de los T-Mobile Tuesdays. • Yo he aprovechado descuentos en gasolina –que ahora más que nunca vienen bien- mantecados, revelado de fotos gratis, boletos exclusivos para conciertos top, y más.• Y este mes ya se cumplen 10 años desde que los clientes de T-Mobile tienen los mejores perks, sorpresas y descuentos cada martes en el app de T-Life.• Que, by-the-way, no es solo los martes, puedes redimir ofertas toda la semana.• Para celebrar, este mes de junio T-Mobile te trae unas ofertas especiales, bien brutales de tus cosas favoritas y de algunas nuevas. • Así que, descarga el app de T-Life para que no te pierdas una y que T-Mobile te siga poniendo a'lante.#tmobile #incluyeauspicio GLP 1 ayudan contra el cáncer en nuevo estudio - Washington Post Trump pierde otra al cancelar fondo para pagarle a supuestos perseguidos de Biden - Washington Post Botaron a Scott Pelley de CBS y 60 Minutes - Fox NewsCuba con apagones de 22 horas en La Habana; Semafor y FT lo llaman "crisis de escala bélica".La FTC propone 10% a Canadá, EU, México, Reino Unido y 12.5% a China e IndiaAEE aprobó someter a la JSF un paquete de 22 contratos: 11 fotovoltaicos y 11 de almacenamiento. Total: más de 1,100 MW. Contratos de 20 años. Proyectos incluyen Solaner (40 MW), Xzerta-Tec (120 MW), Polaris Power (71.4 MW), Lajas Solar (80 MW), CS-UR Juncos (125 MW), Infinigen Yabucoa (50 MW). LOS DATOS DEL DÍA (cierre 2 de junio)Brent:$97.00/barril (+1.04%)WTI:$94.85/barril (+1.16%)S&P 500:7,609.78 (+0.13%) — récordDow Jones:51,307.79 (+0.45%) — récordBono 10Y Tesoro:4.46%Euro/USD:1.1626Gas natural (Henry Hub):$3.10/MMBtuHipoteca 30Y fija:6.49% – 6.54%Gasolina PR (DACO retail):Regular ~$1.05–1.10/L · Premium ~$1.17–1.28/L · Diésel ~$1.20–1.29/L
John Canzano and Jon Wilner talk about the Pac-12 vs. MW settlement, plus the Big Ten vs. SEC standoff... the extension of the Civil War football series, and more. Subscribe to this podcast. Read John Canzano's work at www.JohnCanzano.com. Read Jon Wilner's work at www.WilnerHotline.com via the Bay Area News Group. Follow on Twitter: www.Twitter.com/JohnCanzanoBFT www.Twitter.com/WilnerHotline
Industrial Talk is onsite at PowerGen and talking to Tom Poteet, Sr. VP with Mesa Natural Gas Solutions about "Meeting the needs of a hungry power market". Overview Tom Poteet from Mesa Power Solutions discussed the company's rebranding to Mesa Power Solutions, emphasizing their role as an electricity provider. They differentiate themselves by offering long-term leases and expert maintenance services. Mesa has upgraded their 22-liter engine from a 350 kW prime power rating to 500 kW. They also announced plans for 2.25 MW units. The conversation highlighted the urgency in the power market, with lead times for transformers being particularly long. Mesa serves various sectors, including data centers and resilience-focused facilities, and Tom emphasized the importance of early project initiation to avoid delays. Outline Introduction and Welcome to Industrial Talk Scott introduces the episode of Industrial Talk, sponsored by the Propane Education and Research Council, highlighting their commitment to safety training and innovative propane power technology.Scott thanks listeners for their support and introduces the broadcast from Power Gen in San Antonio, Texas, mentioning the beautiful Riverwalk location.Scott introduces Tom Poteet from Mesa Power Solutions, hinting at a rebrand and expressing excitement about the upcoming discussion. Tom Poteet's Rebrand and Company Overview Scott and Tom discuss the rebranding of Tom's company from Mesa Solutions to Mesa Power Solutions, emphasizing the shift towards being seen as an electricity provider.Tom explains the new branding as a way to highlight their expertise in both making and maintaining generators, differentiating them from other companies.Scott mentions his involvement with the Society of Maintenance and Reliability Professionals (SMRP) and how Mesa Power Solutions' services align with their focus on asset management and reliability.Tom elaborates on the company's long-term lease model, emphasizing the expertise of their technicians in maintaining and solving customer problems. Differentiation and Market Positioning Scott and Tom discuss how Mesa Power Solutions differentiates itself by occupying both halves of the generator market, involving both manufacturing and maintenance.Tom explains the company's strategy of assembling, leasing, selling, and maintaining generators, which sets them apart from competitors.Scott highlights the value of Mesa Power Solutions' services to customers, reducing the headache of managing generators and ensuring reliable operations.Tom mentions the company's upgrades to their physical power output, allowing them to extract more power from the same engine blocks, such as increasing the prime power rating of a 22-liter engine from 350 kW to 500 kW. Market Demand and Future Plans Tom discusses the increasing demand for larger engines and the company's response with designs for 2.25 megawatt units.Scott and Tom talk about the fast-paced nature of the power market and the challenges of meeting demand, including the lead time for transformers.Tom emphasizes the importance of starting projects early to avoid delays and the increasing urgency from customers to expedite orders.Scott and Tom discuss the broad spectrum of customers Mesa Power Solutions serves, including commercial, industrial, and data centers, as well as facilities needing improved resilience. Conclusion and Contact Information Scott and Tom wrap up the conversation, with Speaker 1 expressing excitement about the future of the power generation industry.Tom provides his contact information, including his email and LinkedIn profile, for listeners interested in reaching out.Scott encourages listeners to visit Power Gen and meet industry professionals like Tom, highlighting the value of conferences for networking and learning.Scott concludes the episode by promoting Industrial Talk and its mission to market for industry, inviting listeners to connect and tell their stories on the platform. If interested in being on the Industrial Talk show, simply contact us and let's have a quick conversation. Finally, get your exclusive free access to the Industrial Academy and a series on “Why You Need To Podcast” for Greater Success in 2026. All links designed for keeping you current in this rapidly changing Industrial Market. Learn! Grow! Enjoy! TOM POTEET'S CONTACT INFORMATION: Personal LinkedIn: https://www.linkedin.com/in/thomaspoteet/ Company LinkedIn: https://www.linkedin.com/company/mesa-natural-gas-solutions/ Company Website: https://mesapowersolutions.com/ PODCAST VIDEO: https://youtu.be/ZlLPmPKDPt8 THE STRATEGIC REASON "WHY YOU NEED TO PODCAST": OTHER GREAT INDUSTRIAL RESOURCES: NEOM: https://www.neom.com/en-us Hexagon: https://hexagon.com/ Arduino: https://www.arduino.cc/ Fictiv: https://www.fictiv.com/ Hitachi Vantara: https://www.hitachivantara.com/en-us/home.html Industrial Marketing Solutions: https://industrialtalk.com/industrial-marketing/ Industrial Academy: https://industrialtalk.com/industrial-academy/ Industrial Dojo: https://industrialtalk.com/industrial_dojo/ We the 15: https://www.wethe15.org/ YOUR INDUSTRIAL DIGITAL TOOLBOX: LifterLMS: Get One Month Free for $1 – https://lifterlms.com/ Active Campaign: Active Campaign Link Social Jukebox: https://www.socialjukebox.com/ Industrial Academy (One Month Free Access And One Free License For Future Industrial Leader): Business Beatitude the Book Do you desire a more joy-filled, deeply-enduring sense of accomplishment and success? 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Episode Summary In this special episode of Solar Maverick Podcast, Benoy Thanjan sits down with Russell LaPlante, Flavia Cabral, and Stephen Jordan to reflect on the November 2025 Puerto Rico delegation with Let's Share the Sun. The group reflects on their time in Adjuntas, Puerto Rico, where they helped install solar and storage systems, spent time with beneficiary families, and saw firsthand why energy resilience can be life-changing. The episode also touches on the importance of energy independence, the challenges facing Puerto Rico's grid, the role of solar and storage in building resilience, and why service-based experiences can create deeper relationships than traditional networking or industry events. Biographies Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, a solar development and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed more than 100 MWs of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $50 million in Renewable Energy Credit 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 renewable energy projects and maximizing the performance of the assets. 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. Russell LaPlante Russell LaPlante is the Chief Financial Officer of Convergent Energy and Power, a leading energy storage solutions provider in North America. He has spent more than 17 years in the renewable energy industry, with experience across finance, project development, M&A, and energy storage. In this episode, Russell reflects on his November 2025 Let's Share the Sun delegation to Puerto Rico, where he installed a solar panel for the first time despite nearly two decades in clean energy. His perspective brings together project finance, energy resilience, and the personal impact of seeing solar and storage deployed directly for families in need. Linkedin: https://www.linkedin.com/in/russell-laplante-cfa-42353510/ Steven Jordan Stephen Jordan is Director of Marketing for Jordan Energy and is closely involved with Let's Share the Sun Foundation. He is passionate about storytelling, community, clean energy, and using solar as a tool to empower people. Stephen has experience on the installation side of solar and helps share the mission of Let's Share the Sun through writing, video, voice, and community engagement. He is also a published author and has worked in music therapy, including with Voices of Our City Choir, which received the Golden Buzzer on America's Got Talent. In this episode, Stephen reflects on the November 2025 Puerto Rico delegation, the next generation of Let's Share the Sun leadership, and why solar, storage, and community-building are deeply connected. Linkedin: https://www.linkedin.com/in/stephen-jordan-062413159/ Flavia Cabrel Flavia Cabral is a singer and vocal coach originally from Argentina and joined the November 2025 Let's Share The Sun delegation alongside her husband Russell. She brings a deeply human perspective to this conversation about service, community, and energy access. During the November 2025 Let's Share the Sun delegation to Puerto Rico, Flavia formed powerful connections with beneficiary families, especially the women she met during the trip. She shares how listening, empathy, and making people feel heard can create meaningful bonds across cultures and backgrounds. In this episode, Flavia reflects on the importance of showing up, giving back, and understanding the real-life impact of reliable electricity for families facing outages, medical needs, and hardship. Instagram: @flavia.111 Stay Connected Benoy Thanjan Website: https://www.reneuenergy.com Podcast: https://www.solarmaverickpodcast.com Let's Share The Sun Website: https://www.letsSharethesun.org Summer Solstice Fundraiser — Jersey City, NJ Benoy is hosting the Summer Solstice Fundraiser on June 4th in Jersey City at Hudson Hall, bringing together the clean energy community for an evening of networking and impact. The event supports Let's Share the Sun, a nonprofit delivering solar and energy storage solutions to underserved communities in Puerto Rico, including families with critical 24 hour energy needs. The event will run from 6 PM to 10 PM and includes food, networking, and a special program at 8 PM featuring insights from the Let's Share the Sun team, delegation participants, and event sponsors. Those interested in attending or sponsoring are encouraged to reach out directly or register here: https://luma.com/jl734ggi Please Leave a 5-Star Review If you got value out of this episode, please take a minute to rate, review, and share the Solar Maverick Podcast. Every review helps more people in the clean energy community find the show and stay ahead of what is happening in solar, storage, and the energy transition. About Reneu Energy Reneu Energy provides expert consulting across solar and storage project development, financing, energy strategy, and environmental commodities. Our team helps clients originate, structure, and execute opportunities in community solar, commercial and industrial solar, utility-scale solar, and renewable energy credit markets. Email us at info@reneuenergy.com to learn more.
Episode Summary In this episode, Benoy Thanjan sits down with Victoria Stulgis, President of Black Bear Energy, to explore one of the most underrated opportunities in the solar industry: commercial real estate. Black Bear Energy acts as an owner's representative for institutional property owners, helping them deploy on-site solar and battery storage across their portfolios at scale. Victoria discusses Black Bear's recently published 2025 Real Estate Solar Leaderboards Report, a first-of-its-kind dataset tracking energized on-site solar across major U.S. real estate owners and managers. The numbers are eye-opening. Prologis leads with 309 MW deployed in the U.S. alone and more than 1 GW globally. Public Storage has quietly completed more than 1,100 projects totaling 111 MW. According to Morgan Stanley, there is still 326 GW of untapped solar capacity sitting on commercial rooftops across the country. The conversation gets into the real mechanics of how large REITs and institutional landlords are approaching solar today, why most deals are front-of-meter rooftop leases, what is driving community solar adoption in Illinois, New Jersey, and Maryland, and what the ITC phase-out means for lease rates and deal economics going forward. Victoria also makes the case for why battery storage is the next major frontier for commercial real estate and what it will take for the capital markets to catch up. Biographies Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, a solar development and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed more than 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 Credit 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. Victoria Stulgis Victoria Stulgis is the President of Black Bear Energy, where she oversees the company's growth and day-to-day operations following the departure of founder Drew Torbin at the end of 2025. She has been with Black Bear for more than nine years, joining in the company's early days and working her way up through client-facing roles. Before Black Bear, Victoria built her career at two nonprofits focused on market-based solutions to climate change. She started at The Carbon War Room, Sir Richard Branson's climate NGO, where she worked on decarbonizing the maritime shipping industry. After The Carbon War Room was acquired by Rocky Mountain Institute, Victoria shifted her focus to corporate virtual PPAs, working directly with Fortune 500 companies that were early adopters of large-scale clean energy procurement. RMI was also an original seed funder of Black Bear Energy, which is how she connected with Drew Torbin and eventually joined the team. Black Bear Energy is now owned by Legence, a Blackstone portfolio company that went public through an IPO in September 2025. Stay Connected Benoy Thanjan Email: https://www.reneuenergy.com Podcast: https://www.solarmaverickpodcast.com Victoria Stulgis Website: https://www.blackbearenergy.com 2025 Real Estate Solar Leaderboards Report: https://www.blackbearenergy.com Email: https://luma.com/jl734ggi Please Leave a 5-Star Review If you got value out of this episode, please take a minute to rate, review, and share the Solar Maverick Podcast. Every review helps more people in the clean energy community find the show and stay ahead of what is happening in solar, storage, and the energy transition. About Reneu Energy Reneu Energy provides expert consulting across solar and storage project development, financing, energy strategy, and environmental commodities. Our team helps clients originate, structure, and execute opportunities in community solar, commercial and industrial solar, utility-scale solar, and renewable energy credit markets. Email us at info@reneuenergy.com to learn more.
AI compute futures are now live on the CME, and IREN has raised $3B in a new convertible note offering. Welcome back to The Blockspace Podcast! Today for news, we cover IREN's new $3B convertible note – the largest convert ever for a public bitcoin miner – Trump's Q1 bitcoin equity buys, and the 90-day pause on zoning discussions for Hut 8's proposed 500 MW data center in Logan County, Illinois. Plus, Mike Alfred of Alpine Fox Hedge Fund joins us to discuss his top stock picks for AI, and Kush Bavaria of Ornn jumps on to discuss how Ornn is providing an H100 index for the CME's new AI compute futures – and his thoughts on the future of these incipient compute futures markets. Mike San Miguel of Luxor also joins us to discuss the latest in GPU markets and AI ASICs, and pseudonymous user Soup explains how he used Claude and $15 in tokens to spin up 3.5 trillion passwords to crack his long-lost bitcoin wallet.
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