Podcasts about north american

The hosts take open a sweeping look at the week's most consequential retail developments before heading live to the Narvar Podcast Studio at the NRF Big Show for a deep dive into AI, agentic commerce, and the evolving post-purchase customer journey.The news segment explores Saks Global's decision to close nine full-line stores, underscoring ongoing consolidation in the luxury industry and challenges in multi-line retail. The hosts examine luxury's continued bifurcation, with Kering struggling while Hermès thrives, reinforcing that luxe positioning alone isn't enough — execution matters.In specialty retail, the “collapse of the unremarkable middle” continues as Toys “R” Us Canada, Francesca's, and Eddie Bauer face significant retrenchment if not extinction, while Tractor Supply and Aritzia aggressively expand. Kroger appoints its first external CEO, Greg Boren, signaling operational rigor ahead, while Costco once again posts remarkable sales growth  Meanwhile, Target begins meaningful leadership restructuring — a foundational step in what is likely a multi-year turnaround. On the radar: AI-powered retail crime prevention at Bunnings and the imminent opening of the Gordie Howe International Bridge, a major infrastructure development for North American trade.The featured interview brings Henry Spear, SVP Digital North America, JD Sports, and David Morin, VP Customer Strategy for Narvar, to the mic for a timely discussion on agentic commerce and how leveraging product returns can create competitive differentiation. About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling author of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is a senior retail advisor, keynote speaker and media entrepreneur. Michael has delivered keynotes, hosted fire-side discussions hosted senior retail executive on-stage in 1:1 interviews worldwide. Michael produces and hosts a network of leading retail trade podcasts, including The Remarkable Retail Podcast, The Voice of Retail The Food Professor, The FEED powered by Loblaw and the Global eCommerce Leaders podcast. He has been recognized by the NRF as a global Top Retail Voice for 2025 and 2025 and continues to be a ReThink Retail Top Retail Expert for the fifth year in a row.

Can a tethered drone flying 400 feet in the air really replace traditional wind turbines?Marissa Brydle, Sustainability Director at KeyBank, did not study sustainability in school. After 13 years at sustainability consultancy Brown Flynn and a stint at steel producer Cleveland Cliffs, she landed at one of America's oldest banks. KeyBank remains the #2 renewables financier and #2 affordable housing financier in the U.S., deploying $20 billion toward their $38 billion sustainable finance goal. "It doesn't make good business sense to not do these things," Marissa explains. How does a 200-year-old institution navigate political headwinds while maintaining unwavering climate commitments? And what's next for engaging 17,000 employees across 15 states?Marissa Brydle is Sustainability Director at KeyBank, where she leads climate strategy, disclosure, and sustainable finance initiatives for the 200-year-old institution. She began her career at sustainability consultancy Brown Flynn, spending 13 years building expertise across industries before moving to Cleveland Cliffs, a major North American steel producer. There, she discovered steel's critical role in the low-carbon transition. At KeyBank, Marissa oversees the bank's $38 billion sustainable finance commitment, carbon neutrality goals, and climate risk management. She's passionate about engaging KeyBank's 17,000 employees across 15 states to integrate sustainability into daily operations and decision-making.In This Episode: (00:00) Marissa's unconventional path from communications to sustainability consulting(07:30) Transitioning from Cleveland Cliffs steel to KeyBank sustainability role (13:40) KeyBank's 200-year history and resilience through market shifts (15:41) Sustainable finance commitments despite political headwinds and climate disclosure (23:28) Employee engagement and walking the talk on sustainabilityShare with someone who would enjoy this topic, like and subscribe to hear all of our future episodes, send us your comments and guest suggestions!About the show: The Age of Adoption podcast explores the monumental transition from a period of social, economic, and environmental research and exploration – an Age of Innovation – to today's world in which companies across the economy are furiously deploying sustainable solutions – the Age of Adoption. Listen as our host, Keith Zakheim, CEO of Antenna Group, talks with experts from across the climate, energy, health, and real estate sectors to discuss what the transition means for business and society, and how corporates and startups can rise above competitors to lead in this new age. This podcast is brought to you by Antenna Group, a global marketing and communications agency that partners with Fully Conscious brands — those with the courage to lead transformative change across Climate & Energy, Real Estate, Health, and beyond. Our clients include visionary corporations, startups, investors, and nonprofits who recognize that meaningful impact requires more than awareness; it demands bold action. In today's Age of Adoption, where every sector must incorporate sustainable solutions into foundational systems, we amplify brands standing at the forefront of change, shaping a better future for our planet and its people. To learn more, visit antennagroup.com.Resources:Marissa Brydle LinkedIn: https://www.linkedin.com/in/marissa-b-32560a16/KeyBank: https://www.key.com/personal/index.htmlAntenna GroupKeith Zakheim LinkedIn

7.  Guest: Hampton Sides. Cook maps the North American coast, stopping at Nootka Sound for repairs before charting Alaska. Searching for the Northwest Passage, they enter the Bering Sea. There, they encounter the "Ice Blink" and an impenetrable ice wall, disproving theories of an open polar sea and forcing a dangerous retreat.

Aviation Week editors Guy Norris, Sean Broderick, James Pozzi and Lee Ann Shay hash over the shifts and challenges in the North American aviation engine market. 

There's more you can do with your taproom and brewery space than just serve beer. We'll talk with Christian Weber of Common Roots Brewery in upstate New York. He is using his brewery locations for weddings, office parties and more. On this episode he offers tips and insight on how you can add private events as a revenue source to your small brewery business. The BYO Nano Podcast Episode 74 is sponsored by:RahrBSG / Gambrinus IPA MaltBrewers, meet To Thee!—a new North American pils malt built specifically for the craft beer industry by Rahr Malting Co. To Thee! was developed in collaboration with pFriem Family Brewers in Hood River, Oregon, and crafted in Alix, Alberta from Canadian-grown barley.Beer writer Jeff Alworth calls it “a watershed moment” for craft. With low color and low modification, To Thee! creates a clean, bright base that lets your beer shine—perfect for classic continental pilsners, craft lagers, or as a base for light-colored, hop forward West Coast IPAs.To Thee! is available now. Contact your RahrBSG account manager, or visit RahrBSG.com to learn more.BYO Nano+ MembershipGet access to hundreds of hours of on-demand videos covering small craft brewery strategies with BYO's Nano+ Membership. Learn from craft beer experts watching replays of past NanoCon seminars plus a complete library of in-depth workshops. You'll also have full online access to all of BYO's digital content and an annual digital magazine subscription. Check out byo.com/nanoplus for more details.BYO Nano Brew Podcast Episode 74Host: John HollGuests: Christian WeberContact: nano@byo.comMusic: Scott McCampbellPhoto: by John Holl

The odyssey reaches new heights as Brian Patterson shares some of the strangest and most profound encounters ever documented on the show. From a North Carolina camper who experienced unexplainable visions of an ancient forest to an Oregon mother whose lost daughter was safely returned by a gentle, hair-covered giant, these accounts push beyond simple sightings into territory that challenges everything we think we know about these creatures. The podcast also faces its greatest crisis when a retired biology professor's elaborate hoax nearly destroys everything Brian has built.The fallout is devastating, but with Daniel's unwavering support, Brian rebuilds stronger than ever with rigorous new verification procedures that earn the community's trust back.The story goes global as witnesses from Tibet, the Congo Basin, Papua New Guinea, and Siberia share encounters that mirror North American reports in stunning detail. A Lakota elder speaks of the Big Man as ancient guardians of the wild places. A Stanford primatologist risks her career to validate the evidence.And the Sasquatch Odyssey community grows into a worldwide network of researchers, witnesses, and believers united by shared experience.As the show hits its five hundredth episode, Brian finally tells his own story in full for the first time. But there's no time to rest. New thermal evidence and a late-night expedition deep into the backcountry deliver the most compelling footage yet captured. The men in black are watching again, the truth is spreading faster than anyone can contain it, and the odyssey is far from over.

SCRAMBLE: Reuvers and Frattallone at the North American Banking Company Minnestoa Golf Show ShowSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In episode 30, Andy takes stock of the changes that have happened since he started writing for Screenprinting Magazine 32 years ago, and the demise of the once mighty printing industry worldwide. The changes at the Magazine reflect this, but with the switch to digital, it's the opportunities we need to look at, not the demise of certain types of printing and media. One thing that hasn't changed - the need for skilled screenprinters to continuously adapt their particular abilities and amazing process to an evolving world of manufacturing that not only relies on it to label and decorate 3 dimensional parts, but helps rebuild North American manufacturing capabilities in the 21st century. Print that part!

Post Malone Biography Flash a weekly Biography.Hey darlings, its your girl Roxie Rush here for Biography Flash, and guess what? Im an AI whipped up to chase the hottest scoops faster than you can say sold-out stadium—means I never sleep, so you get the tea piping hot, 24/7, no drama!Buckle up, Posties, because Austin Richard Post—aka our tattooed dreamboat Post Malone—is on a tear with The Big Ass Stadium Tour Part 2 alongside Jelly Roll, and its exploding everywhere! Axios Cleveland dropped that Huntington Bank Field is locked for June 25, their third massive 2026 gig there after Zach Bryan and Foo Fighters. MLB.com Royals announced Kauffman Stadium in Kansas City on July 15—the tours only MLB stop—with Carter Faith opening, tickets flying since February 10. Dailyfly spilled the full North American blitz, kicking off April 10 at Tortuga Fest, hitting Stagecoach, then stadiums like Razorback in Fayetteville, Tiger in Baton Rouge, and wrapping July 28 at Rice-Eccles in Salt Lake—building on last years million-fan, $170-million smash. CTV News just buzzed February 10 about a second Edmonton show at Commonwealth Stadium, now July 24 and 25—double the Post-Jelly magic! SuperTalk FM and Ole Miss news confirm Vaught-Hemingway on June 5, Baylors McLane Stadium too, all presales popping off.Post keeps gushing hes just happier onstage, per CTCD.edu, as fans obsess over his 2026 weight-loss glow-up—caught on cam, pure vibe shift! Fresh off Grammys where Jelly snagged three awards and Post shredded War Pigs in an Ozzy tribute with Slash and Guns N Roses vets, per Dailyfly—no major headlines in the last 24 hours, but this tours biographical gold, cementing his country-rap king status long-term.Whew, Roxies rushing to the next party—thanks for vibing, listener loves! Subscribe to never miss a Post update, and search Biography Flash for more epic bios! Mwah!And that is it for today. Make sure you hit the subscribe button and never miss an update on Post Malone. Thanks for listening. This has been a Quiet Please production."Get the best deals https://amzn.to/42YoQGIThis content was created in partnership and with the help of Artificial Intelligence AI

GL at the North American Banking Company Minnesota Golf Show with Vikings Hall of Famer John Randle!!!!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In today's episode, I sit down with IFBB Pro Meshaya Keaton, a natural competitor with a background in Exercise Science and Psychology. Meshaya has been competing since 2017 and earned her Pro card at North Americans in 2019. We talk about the mental side of the sport, learning from past shows, and building resilience through both success and disappointment. Her passion for fitness and mental health shines through in this conversation, especially as she shares how competing helped shape her identity and long term goals.   TOPICS COVERED -mental health and bodybuilding -how she found the sport -learning from past show experiences -facing fear and building resiliency -competing as a natural athlete -passion for fitness and growth   CONNECT WITH CELESTE: Website: http://www.celestial.fit Instagram: https://www.instagram.com/celestial_fit/ All Links: http://www.celestial.fit/links.html   CONNECT WITH MESHAYA:  Instagram: https://www.instagram.com/live4themoment_ifbbpro/   TIME STAMPS 1:00 introduction 3:55 approaching mental health 7:18 finding body building 12:36 having a support system 19:05 a passion for health and fitness 22:03 progression in the off season 25:00 the truth about macros 31:07 changes to becoming a Pro 36:50 working towards feedback 45:16 dealing with disappointing placing 53:12 building resiliency 59:34 building for the future 63:54 advice for competitors   CLICK HERE TO SIGN UP FOR THE FREE FOOD RELATIONSHIP COACHING SERIES   CLICK HERE TO SIGN UP FOR THE FREE POST SHOW BLUES COACHING SERIES   LEARN MORE AND APPLY FOR MY 5 WEEK FOOD RELATIONSHIP HEALING & DISCOVERY COACHING PROGRAM   FOR OTHER FREE RESOURCES, LIVE EVENTS, AND WAYS TO WORK WITH CELESTE CLICK HERE 

In today's episode, we discuss how investors are cutting ties with DP World following revelations about the CEO's relationship with Jeffrey Epstein. Two major funds have already suspended capital deployment until the company addresses the situation. Meanwhile, a legal dispute over port terminals in Panama is escalating, with CK Hutchison threatening action against Maersk and local authorities. The conflict arose after Panama's Supreme Court voided contracts for strategic terminals at both ends of the canal. Finally, we look at a surge in cargo crimes across North American freight lanes, including cyber-assisted thefts of high-value goods. Law enforcement agencies have also seized record amounts of narcotics hidden in commercial shipments at the border. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Reuvers and Frattallone at the North American Banking Company Minnesota Golf Show SpectacularSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Every February 14th, North Americans and people around the world celebrate Valentines Day. It originated as a Christian feast day honoring a martyr named Valentine (born 225 AD in Terni, Italy; died February 14, 269 in Rome) and through later folk traditions, it has also become a significant cultural, religious and commercial celebration of romance and love. This special day is also called Saint Valentine’s Day or the Feast of Saint Valentine. Check out the YouTube version of this episode at https://youtu.be/3OLHl9rj4mE which has accompanying visuals including maps, charts, timelines, photos, illustrations, and diagrams. Everything Everywhere Daily podcast available at https://amzn.to/3XHj20A Story of Saint Valentine books at https://amzn.to/3ErLUV4 ENJOY Ad-Free content, Bonus episodes, and Extra materials when joining our growing community on https://patreon.com/markvinet SUPPORT this channel by purchasing any product on Amazon using this FREE entry LINK https://amzn.to/3POlrUD (Amazon gives us credit at NO extra charge to you). Mark Vinet's HISTORICAL JESUS podcast at https://parthenonpodcast.com/historical-jesus Mark's TIMELINE video channel: https://youtube.com/c/TIMELINE_MarkVinet Website: https://markvinet.com/podcast Facebook: https://www.facebook.com/mark.vinet.9 X (Twitter): https://twitter.com/MarkVinet_HNA Instagram: https://www.instagram.com/denarynovels Mark's books: https://amzn.to/3k8qrGM Audio credits: Everything Everywhere Daily podcast with Gary Arndt: Valentine's Day (13feb2021; Glassbox Media). Audio excerpts reproduced under the Fair Use (Fair Dealings) Legal Doctrine for purposes such as criticism, comment, teaching, education, scholarship, research and news reporting.See omnystudio.com/listener for privacy information.

Interview with Nolan Peterson, CEO of Atlas SaltOur previous interview: https://www.cruxinvestor.com/posts/atlas-salt-tsxvsalt-developer-targets-north-americas-30-40-de-icing-salt-supply-gap-8975Recording date: 5th February 2026North America faces a growing crisis in road salt supply that most investors have overlooked. While the US$26 billion global salt market operates largely beneath public awareness, severe winter weather across the northeastern United States and Canada has exposed a structural deficit that has persisted for decades. Atlas Salt (TSXV:SALT) is developing the Great Atlantic Salt Project in western Newfoundland—the continent's first new salt mine in nearly 30 years—to address this critical infrastructure gap.The North American deicing road salt market imports 8-10 million tons annually to meet demand that domestic production cannot satisfy. Existing mines date predominantly from the mid-20th century, with operations beginning between 1906 and 1982. These aging facilities operate at depths of 500-600 meters, often beneath lakes, requiring high operating costs and substantial capital expenditures. Regulatory challenges and thin historical margins have prevented new mine development despite growing demand from population growth, expanded road networks, and increased vehicle numbers.Atlas Salt's competitive advantage stems from its shallow 200-meter deposit depth, which allows access via horizontal drift rather than expensive vertical shaft construction. Located just three kilometers from an existing port facility, the project gains direct access to Atlantic Ocean shipping lanes and the eastern seaboard market. The simplified production process requires only mechanical crushing of 96% grade salt—no chemical processing, tailings, or refining—enabling two-month environmental assessment approval.At full production capacity of 4 million tons annually, Atlas would need to capture only 30-40% of current import volumes, targeting non-cyclical government customers legally mandated to purchase salt for road safety. The market's inelastic demand was demonstrated in January 2026 when Ontario spot prices surged from $65-75 per ton to over $190 during severe winter conditions. CEO Nolan Peterson emphasizes the dual investment appeal: "We are working with lenders who view this as investing into an airport or power plant—something that has long-term sales baked in because you're selling your product to governments, citizens and people."View Atlas Salt's company profile: https://www.cruxinvestor.com/companies/atlas-saltSign up for Crux Investor: https://cruxinvestor.com

Cattle markets are holding firm through what is typically a quieter stretch of the year, underscoring just how tight North American beef supplies remain. In this mid-February Beef Market Update, Anne Wasko of Gateway Livestock Exchange joined Shaun Haney to break down pricing trends following CattleCon last week in Nashville. As the industry looks ahead... Read More

In today's episode, we discuss how investors are cutting ties with DP World following revelations about the CEO's relationship with Jeffrey Epstein. Two major funds have already suspended capital deployment until the company addresses the situation. Meanwhile, a legal dispute over port terminals in Panama is escalating, with CK Hutchison threatening action against Maersk and local authorities. The conflict arose after Panama's Supreme Court voided contracts for strategic terminals at both ends of the canal. Finally, we look at a surge in cargo crimes across North American freight lanes, including cyber-assisted thefts of high-value goods. Law enforcement agencies have also seized record amounts of narcotics hidden in commercial shipments at the border. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Nadeem Kassam, chief investment strategist & portfolio manager at Marnoa Private Wealth Counsel, shares his outlook on Equities.

Linktree: ⁠https://linktr.ee/Analytic⁠Join The Normandy For Additional Bonus Audio And Visual Content For All Things Nme+! Join Here: ⁠https://ow.ly/msoH50WCu0K⁠Rosalía has unveiled the official music video for “Sauvignon Blanc” on February 11, 2026, the third visual from her acclaimed fourth studio album LUX (released November 2025).Directed by Noah Dillon—who also helmed the album cover—the dreamlike clip opens with Rosalía lying in a desert, delivering the piano-driven ballad. A Rolls-Royce emerges as she levitates ethereally, envisioning the vehicle in flames, symbolizing release of material ties for deeper emotional and spiritual connection.This follows videos for “Berghain” (with Björk and Yves Tumor) and “La Perla,” building the LUX era's surreal, transformative aesthetic rooted in spiritual renewal, womanhood, trust fractures, and rebirth.LUX explores feminine identity and emotional reclamation, influenced by Rosalía's 2023 engagement and breakup with Rauw Alejandro—detailed in her Special People Club podcast appearance—and inspirations like historical holy women, including Santa Rosalía.Promotion ramps up with her first U.S. TV spot on The Tonight Show performing “La Perla” in a Vivienne Westwood bridal gown, plus the upcoming LUX Tour 2026 spanning 17 countries across Europe, North America, South America, and the Caribbean, kicking off March 2026 with North American dates in Miami, New York, Los Angeles, and more.Join me, Analytic Dreamz, on this segment of Notorious Mass Effect for a concise breakdown of the video, its symbolism, LUX context, personal narrative ties, and what the tour means for Rosalía's evolving artistry.Support this podcast at — https://redcircle.com/analytic-dreamz-notorious-mass-effect/donationsPrivacy & Opt-Out: https://redcircle.com/privacy

The wide-variety of organisms that formed on the North American continent, later evolved into the present myriad of life-forms that inhabit this corner of the world. During the mid-nineteenth century an English scientist put forth an explanation for our planet’s diversity of life—a fascinating theory of evolution that shook the Victorian Age to its core and still reverberates to this day. 1859 witnessed the seminal publication of «On the Origin of Species by Means of Natural Selection, or the Preservation of Favoured Races in the Struggle for Life» by Charles Robert Darwin. International Darwin Day is celebrated annually on February 12th (the birthday of Charles Darwin, 1809-82) to commemorate his foundational contributions to science, particularly the theory of evolution by natural selection, and to honor the "Father of Evolution" for transforming the understanding of life and the interconnectedness of species. Check out the YouTube version of this episode at https://youtu.be/tWsDG18etmg which has accompanying visuals including maps, charts, timelines, photos, illustrations, and diagrams. On the Origin of Species by Charles Darwin at https://amzn.to/4qxDw8P Books about by Evolution available at https://amzn.to/4r9lFWN Books about by Charles Darwin at https://amzn.to/3ZtQ9a3 ENJOY Ad-Free content, Bonus episodes, and Extra materials when joining our growing community on https://patreon.com/markvinet SUPPORT this channel by purchasing any product on Amazon using this FREE entry LINK https://amzn.to/3POlrUD (Amazon gives us credit at NO extra charge to you). Mark Vinet's HISTORICAL JESUS podcast at https://parthenonpodcast.com/historical-jesus Mark's TIMELINE video channel: https://youtube.com/c/TIMELINE_MarkVinet Website: https://markvinet.com/podcast Facebook: https://www.facebook.com/mark.vinet.9 X (Twitter): https://twitter.com/MarkVinet_HNA Instagram: https://www.instagram.com/denarynovels Mark's books: https://amzn.to/3k8qrGM Audio credits: On the Origin of Species By Means of Natural Selection by Charles Darwin (Google Play).See omnystudio.com/listener for privacy information.

Senate GOP leaders abdicated for the USMCA trade agreement this week in contrast to the Trump administrations indifference to the upcoming review of the North American deal. A Chinese news agency suggests a thawing of relations with the U.S. and an extension of the trade truce. The USDA has issued new guidance to child nutrition program directors. 

This episode examines three developments that reveal how major cruise lines are asserting control over an increasingly complex industry. Norwegian Cruise Line's new NCL Air policy now mandates day-early arrival for all passengers booking through its air program — even on domestic flights — a direct response to the mounting unreliability of air travel that saw over 15,000 flight delays on the policy's launch day alone. The hosts break down the operational logic behind the change, the legal complexities of the Passenger Vessel Services Act that make missed embarkations nearly impossible to fix, and the hidden cost trap that could catch deal-savvy travelers off guard.The episode then travels to Meyer Turku shipyard in Finland, where Royal Caribbean's fourth Icon-class ship is taking shape with the installation of its signature 52-foot glass Pearl — a structure that's both stunning art piece and load-bearing engineering marvel. The hosts explore how the sphere's mounting system handles the ship's flex at sea and how modular cabin construction at offsite factories is revolutionizing shipbuilding quality and speed for vessels approaching 250,000 gross tons.Finally, MSC Cruises signals its serious North American ambitions with a $100 million, 130,000-square-foot headquarters in downtown Miami, strategically located near the Brightline high-speed rail station. The hosts discuss how this investment, projected to generate $300 million in annual economic impact, positions MSC to compete head-to-head with Royal Caribbean and Carnival in the world's most competitive cruise market.

Allen and Joel are joined by Will Howell from Armour Edge in Edinburgh, Scotland. They discuss how Armour Edge’s semi-rigid polymer shields protect against leading edge erosion in harsh environments, the simplified installation process designed for rope access technicians, and the company’s expansion into North American manufacturing ahead of the 2026 blade season. Sign up now for Uptime Tech News, our weekly newsletter on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on YouTube, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary’s “Engineering with Rosie” YouTube channel here. Have a question we can answer on the show? Email us! Allen Hall: Will welcome back to the program.  Will Howell: Thanks so much for having me guys. Nice to see you.  Allen Hall: So Edinborough is the home of Armor Edge.  Will Howell: Yes, indeed.  Allen Hall: Yeah. And we went to visit your facility a couple of days ago. Really impressive. There’s a lot going on there. Will Howell: Absolutely. Absolutely. Yeah. So the, we’ve been in the facility for, um, a couple of years now, and it’s really just all part of our expansion as we continue to. To, uh, grow as a business?  Allen Hall: Uh, well the thing that struck me first was efficiency. If you’re gonna be in wind, do you need to be efficient?  Will Howell: Yeah,  Allen Hall: exactly. You have  Will Howell: to  be,  Will Howell: look, we know that we are a, a relatively small team, but we’re, we are, we are very reactive and we are gonna be always responding to the, the requests. The, the market drive for us internationally now is where we are really focusing. And even though we’ve got our small base from there, we’re exporting internationally around the world. And so. Yeah, I’m, I’m, I’m glad you guys came by and kind of saw what we’re up to.  Joel Saxum: If we could ask one thing, this is what we would ask. Turn up the heat. Turn down the wind. Turn off the rain.  Will Howell: Yeah, I’m [00:01:00] sorry about that. Yeah. Yeah, it’s, uh, there’s not much we can do about that at the moment.  Joel Saxum: Well, I’ll tell you what, if, if you’re talking leading Edge protection products, leading edge protection shield. Born from an area that’s rainy, that has heavy rain erosion, that understands,  Will Howell: we know, we know rain. We know rain. Yes. Look, we’ve been out in the North Sea now for over, over, over five years. These things are just being abused by Mother Nature out there and, you know, but we’ve, we are, we’re getting really good results consistently. Um, the products lasting really well against that, against that weather. And I think what’s interesting for us as well is it’s, it’s not just the Scottish rain and the ice and the snow. We’re, we’re getting good results out in the. The planes in the Midwest as well now. Yeah. And yeah, so yeah, very uh, universal products, we hope,  Joel Saxum: I mean, so this is one of the things we always talk about. When you talk wind turbine blades and you listen to the manufacturers, a lot of them sit in Denmark where the problem is mist in the air, it is rain, it is droplet size. It’s all the conversation you hear. But where we [00:02:00] see wind is dust, bugs, those kind of things. Like, it’s, it’s different stuff, right? So like I’m, I live in Texas. One of the things that’s beautiful about my home in Austin is when I look to the west in the, at, in the evening, it’s bright red skies all the time. Well, that means there’s dust in the air.  Will Howell: Yeah.  Joel Saxum: Right. And that’s, and when I look west, what am I looking at? 23,000 turbines out in West Texas. Right. So everything out there is getting beat up where we look at, um, inspections of turbines and we see turbines that are 1, 2, 3 years old that look like they’ve been in operation for 15 years. Will Howell: Yeah. Yeah.  Joel Saxum: There’s nothing left of them.  Will Howell: I know. And. You know, people use analogies like, oh, it looks like it’s been sand sandblasted. But it it has, it has, it is sandblasted, you know, we’ve, we’ve now conducted testing where we have literally taken kind of aerospace level testing and blasted sand at these shields, and they’re super resilient. But it has to be that universal products of resisting the water droplet that the mist, that side [00:03:00] of the, of the erosion problem, but also the particulate matter in the air. And there’ve been some of the. Places that we’ve installed. There was actually one site where they had a local, um, open cast mining nearby, and there was like marble particulate matter in the air. And these machines were getting trash in a couple couple of seasons. And again, we’ve been on there now for, I think now is our third year in that particular site. And again, really good results.  Joel Saxum: Well, I think, um, I mean, we did take some B roll when we were at your facility. And again, thanks for welcoming Sam. We love doing those. It’s, uh, but you showed us your installation methodology, and maybe we’ll show some of that with our producer Claire on mm-hmm. On this video. Uh, but the, the way you guys design your installation methodology to be simple and robust, easy for the technicians to make sure they can’t get it wrong in the field because they got enough other things to worry about. Will Howell: Uh, you know, I think, I think that’s been a big part of our, of our kind of design ethos since the, since the early days in the, in the r and d phase, it wasn’t only finding a robust material for the LEP Shields, a robust. [00:04:00]Adhesive to bond them on, but it’s the, it’s the kind of higher level. How do you actually get that onto a blade in the field by a rope or standing in a platform up in the, up in the winds And so, yeah, understanding what the technicians are having to go through in order to install this stuff. And that then feeds into your quality. ’cause you can have the best lab results in the world from your perfect installation sitting in a factory somewhere. But actually it’s the guys on ropes that are doing the, doing the hard work out there.  Joel Saxum: We see that all the time with our, like with our lightning protection products like. People, can you give us this lab test? Like we can, we’ll stack you up with lab tests. Mm-hmm. But what we really wanna show you is the test from the field.  Will Howell: Yeah, yeah, yeah.  Joel Saxum: The test that where it’s been sitting, soaking, getting hit by lightning. Mm-hmm. All of these things for years and years and years. Yeah. That’s the results we wanna show you. ’cause those are real.  Will Howell: Absolutely. Yeah, yeah, yeah. Makes  Allen Hall: the demo you gave us to install the shields and it’s basically a series of shields that go along the leading edge of the blade, sort of two parts of that one. Obviously you’re trying to recover the lost power, the a EP, that’s, that tends to be the big thing, [00:05:00] except in some locations, like Joel’s pointed out, it’s not that the leading edge is just kind of lightly beat up. It’s really beat up.  Will Howell: Yeah. Yeah.  Allen Hall: And you’re trying to prevent that from happening or to just to provide some protection, uh, if you’re just sort of category three, and I, I wanna walk through that for a minute because the demo you did was really interesting and I. It, it made sense once you watch the process happen. Mm-hmm. It’s really clear, but you’re able to take sort of cat three damage on the leading edge and not have to go back and do a lot of repair to it, which is where the vast majority of the funds are used to sort of get the blade to a point you can apply leading product. Oh yeah. Yeah. With Armor Edge, you don’t really need to do that. Will Howell: Yeah. And I think that that that really comes into the. Into the value proposition of the, of the whole, of the whole process. If the labor costs and the downtime of the machines, there’s so much value in that. And so if you can reduce the repair time or just remove it completely, because you can install [00:06:00] directly on top of existing erosion, you’ve really saved some significant cost out of the, out of the job. And that’s really only just by function of the design of the shields. We are a, a semi rigid polymer material, so we don’t conform to the existing erosion that’s on the surface. So. Yes. If you, if you have a cap four or five and you have some structural glass repair that needs to happen to maintain the integrity of the blades, you still need to complete that repair. You don’t need to go any further. So if you’ve only got a one, two, or three, you’re talking the fillers, the putties on, on the surface. You don’t need to, to replace those. Just apply our high build adhesive, get the shield on top, and you’re finished.  Allen Hall: And so you start at the tip with a, a tip. Shield and then you work your way, kind of Lego wise up up the leading edge of the blade. Yeah,  Will Howell: yeah, yeah.  Allen Hall: It’s really straightforward and, and the, the system you’re using, the adhesives you’re using, and the techniques are really adapted for the technician. What I watched you do, I’m like, oh, wow, this is really [00:07:00] slick because there’s been a lot of thought going into this. You have done this. Hundreds of times yourself before you’ve shipped it out to  Will Howell: the world. Yeah, exactly. And, and that was, that was a big part of the, part of the r and d process is to, again, as I said, it’s, it’s not just affecting these applications in a lab environment. It’s saying, how does this feel up on a rope? How does it feel strapped into your work, into your work position? You’re handling stuff with your gear off your belt, and it’s a, it’s a, it’s a very difficult position to be installing any bit of, any bit of kit on. And if we can. Make that as an intuitive and as simpler process as possible, that’s gonna lead to quality installations down down the line.  Joel Saxum: Yeah. One of the things I really liked when you were showing us the installation was the fact that you had your own tools that you developed for it. Yeah. Yeah. Right. And it wasn’t, we’re not talking $10,000 tools here, but, but it was something that was. Specific, your scraper that you use to spread things around. Mm-hmm. That makes sense for that application. That helps the technician in the field.  Will Howell: Yeah.  Joel Saxum: And that was from  Will Howell: direct market feedback. Absolutely. [00:08:00] And so you’re not only getting feedback from the technicians every season. And we are, we are, we are really careful to get these, to get that feedback, have these washup meetings, you know, maybe a bit of constructive criticism. Criticism in the early days and build that into your design revs. Yeah. But as you say, hands, tools or processes, it’s all just. Quality steps. As we, as we, as we kind of move on.  Joel Saxum: I do, I do wanna make sure for anybody listening or watching this on YouTube, that that, that they know that this is not the actual final problem. These are trade show things. It’s not a bunch of little shells like this. You’re about a meter long. They’re about meter  Will Howell: long. Yeah. Yeah. Full size. And again, even the, even the length is optimized for, um, kind of rope access. We feel a meter is about as long as you can handle as a, as a kind of single, single piece. The. Adhesive is kind of curing during the time that you’re installing the shields. So a meter is good, you just just move on. Depending on what the customer’s looking for, that can be 10, maybe even 15 shields on [00:09:00] longer. Yeah, installations. Look, blades are getting bigger. The leading edge, erosion problems getting worse. So yeah, up about 15, 15 shields is probably about a maximum length that we tend to do in the field. Joel Saxum: So let’s you, you, you mentioned customers we’re talking about what they wanna see. Let’s talk customers a little bit. What does the geographic footprint look like for you guys commercially going into next year? Where, where do the installs go and what’s your focus?  Will Howell: Well, at the moment we are, we are spread internationally. Uh, obviously we are based here in Edinburgh and starting our out in the, out in the North Sea. Um, but over the past few seasons, our, our biggest market has been, has been North America. Um, so we’ve, we’ve really started to expand out there and that. I, I think even this season, again, it’s gonna be our biggest, our biggest market. Um, Joel Saxum: wha wha  Will Howell: okay. So yeah, the North American market’s gonna continue to be our biggest, um, installation base. So, um, this year we are probably on another thousand blades [00:10:00] or so, last season, um, this, this year significantly more, more than that. It’s been interesting for us to see the. The continued growth of the market, but also the, a bit of additional interest early on in this season or even pre, pre-season Now, we’re only coming up to Christmas as we record this. Um, so the big step for us is gonna be not only expanding our European operation that you guys have seen, um, here from, from Edinburg to, to support the market here, but also looking at the manufacturing in America. So in North America, we’re gonna have. A couple of different manufacturing sites. We’re able to supply customers locally, which is not only gonna be reducing lead times, but also removing the the tariff burden, the import cost, any additional additional steps so we’re able to respond quicker to our customers over there. Joel Saxum: Thanks for bringing the jobs to the states too.  Will Howell: Oh, there we go. Love those.  Allen Hall: There’s a lot of variety of wind turbines in the US and around the world, and you’re actively scanning blaze [00:11:00] because the shields are specifically molded for each different blade type. How many models do you have already scanned and ready to go? Will Howell: So at the moment, um, I believe the database sits about 45 designs or so. Um, so obviously there, there are more designs than that out there, out there in the wild. But we’ve, we’ve made a big effort to try and focus on the really key, key OEMs, the really key blades types that are particularly, particularly prevalent. Um, so yeah, we’ve got a lot of designs. We’ve got a lot of existing tooling, so we can make part. Very quickly. Again, trying to be as reactive as we, as we can to, to our, to our customer base. But as you say, that database is continually growing. So we have maybe some of the, the less popular blade models that we haven’t yet got to some of the out, the kind of fringe shoulder, shoulder models. Um, we’ll be trying to scan a few more of those. This, this coming season, just to keep on building up that, that kind of knowledge, knowledge base.  Allen Hall: So what does that look like now that you have this large database and. Uh, the sort of the [00:12:00] molds to make the product. Mm-hmm. You can do things at scale, I assume now you’re, you’re talking about thousands of blades for this upcoming season. Will Howell: Yeah, I mean, it’s, uh, when we, when we approach our manufacturing partners, obviously what we’re talking about are individual tools and then making plastic polymer parts from those, from those tools. And so when we start talking about wind farms with just a few hundred machines, then that’s maybe a few thousand parts. But for these, for these manufacturers, that is small fry. So our ability to scale from the point of having those tools is very rapid. So our approach to the market and our ease of scaling very quickly has just, it’s, again, it is part of our, it’s part of our model. That’s why we can engage now in local manufacturer, like in North America to, to support the market there. And it’s not only North Americas, we start to grow in, [00:13:00] um, in Europe here and as well as some of other target target markets. We’ve got some, some smaller in stores in India and in Australia. These are also targets where potentially we could start Manu Manufacturing as well in the future to assist in our scale up. Allen Hall: What, what is your lead time right now That’s from, from, from the point of, I call up will say, well, I’ve got a GE 62 2. I probably have 500 of them. What does that lead time look like?  Will Howell: So, uh, 6 2 2 is a very good example. It’s a very prevalent blade. Um, we’ve, we’ve had a number of projects for this, so we’ve got tooling ready to, ready to go. You’re probably talking around four to six weeks to get that. That’s fast material out. Yeah. Um, if it was a new design, it would be, it would be longer, but still you’re only up at 10 to 12 weeks for a new, a new design. So, yeah, it’s, it’s, uh, you know, as you guys have seen it, it’s quite an involved process. We’ve had a lot of. Design evolution to get here, but we’re quite a finesse process now.  Joel Saxum: Yeah, that was the exact question I was gonna ask because it’s one we get asked all the time too, right? What? What? Hey, and now it’s, we’re, [00:14:00] we’re sitting at the end of the year coming into the new year and in the United States, our blade season in the southern part of the states. Right. You’re south Texas, you’re starting in the next two months, right? Oh yeah. You’re starting end of January, beginning of February, and then that starts to roll north as we go. And by May we’re in full swing Absolutely. Across North America. So. If you’re a manufacturer listening to this, or a manufacturer, if you’re an operator listening to this and, um, you’re thinking, Hey, maybe, maybe I’d like to, if I don’t wanna roll it all out, maybe I’d like to try a couple. We’re gonna do an LEP campaign. Let’s get this stuff out there and see what it looks like. Um, you need to get ahold of will.  Allen Hall: Oh, you should, and you should try it. I think a lot of the operators haven’t dabbled too much. They’ve seen a lot of products on the market, a lot of sort of, uh, chemical mixing apply. A polymer to the leading edge tapes, products, tapes, paint, yeah. All, all of that. And the, the, the harder products haven’t seen as much favor, but the, the issue is, is that all the softer products, I’ll call them, wear easy or particularly with [00:15:00] dirt.  Joel Saxum: To me this is set it and forget it. Right. So this is a, this is an uptime podcast consultant type thing. I have always felt in the last, I don’t know, four or five years of my career that I get access to a lot of the. Subject matter experts and the products and solutions that are like top tier, right? These are the ones that I would, yeah, so I think a lot of times like, man, if I wasn’t, if I, Joel Saxon owned a wind farm and I was an operator, I would do this. I would do that. I would, you know, I’d have Pete Andrews from me both here on here earlier today and I’d be doing these kind, but I would put a product like your under the armor edge shields on simply because to me, this is set it and forget it. Yeah, yeah. I’m gonna do it once and I’m done.  Will Howell: That’s it. You know, and we’ve got, we’ve got the initial lab test to kind of validate the really long lifetime of our products. But again, now we have the field data to back that up as there are many, many happy, happy customers in varying conditions. And, and yeah, it’s, it’s, it’s performing well. Interesting what you’re saying though, about. The lead time of the, um, products. You know, we’ve, we’ve really tried to [00:16:00] drive that down as much as, as much as possible. And look, we know the, the planning world out there is not, is not a perfect science, and there’s always gonna be people coming to us with super short, short lead times. But as we’ve scaled, that’s another, another issue that we’re trying to combat. So now that we have many years under our belt, our stock holding is increasing. We can do small projects, pretty much X stock. So we have. A stock of parts now that are available within a few days to ship out. It might just be a few, a few, a few machines. It could be a, a spot repair or a trial. Right, right, right. But we’ve got those, we’ve got those parts ready to go. So yeah, if anyone’s interested, even in a very short, short time scale, contact us. I mean, we may be able to help you out very, very quickly.  Joel Saxum: We’ve all heard about product. Disappearing outta the back of technician pickups in hotel parking lots too. Sometimes you just need an extra turbines worth the kit while you’re on site.  Allen Hall: That is for sure. And will I, if you, people haven’t heard of Armor Edge, which is hard to believe, [00:17:00] but I do run across them occasionally. Where should they go to learn more? How did they get ahold of you to, to set up a 2026 trial?  Will Howell: Yeah, so, um, I mean, our. Our, our website@armedge.com and that’s the, the UK spelling of arm edge with you in there. Yeah, yeah. Um, yeah, please come to the, come to the website. You can contact us through there. Um, I’m available on, on LinkedIn. Um, yeah, you can contact us anytime. Anytime. We, we do travel between, uh, the uk. Again, our US is a big, big market, so if you’re gonna be at any of the trade shows, you can come and come and say, Hey, and arrange a, arrange a time to. Time to talk. Yeah. Which, which of the trade shows are gonna be at this year? So we’ve got, um, blades, uh, the end of end of February, uh, in the US we’ve got, uh, the A-C-P-O-O and M event, um, event. And that’s the start of the start of March. Just before that, we’ll be, um, we’ve got one of our representatives in Australia at the Woma, [00:18:00] um, show as well. So, yeah. Yeah, it’s, uh, that’s the kind of the start, the start of the year as we move on. Um. Again, there’s gonna be a lot of, uh, interaction with customers and suppliers. So even outside the shows you, you might be able to get a hold of us, look out for us. Um, but I think coming up to the summer, we’ve then got the clean power event. We like to visit, visit that for a bit more of a higher, higher level view of what’s, uh, going on in, in the industry as well. Allen Hall: Well, will thank you so much for allowing us to get behind the scenes and. See the, the shop and see the, uh, demonstration of the installation of the shields. It was wonderful to see that. And thank you for joining us today.  Will Howell: No, great. Thank you very much for your time again. Appreciate it.

Stan Wong, portfolio manager at Scotia Wealth Management, shares his outlook on North American Large Caps & ETFs.

With the U.S.-Canada-Mexico Agreement coming up for review, our Head of Public Policy Research Ariana Salvatore unpacks whether our 2025 call for deeper trade integration still holds.Read more insights from Morgan Stanley.----- Transcript -----Ariana Salvatore: Welcome to Thoughts on the Market. I'm Ariana Salvatore, Head of Public Policy Research for Morgan Stanley. Today I'll be talking about our expectations for the upcoming USMCA review, and how the landscape has shifted from last year. It's Wednesday, February 11th at 4pm in London. As we highlighted last fall, the US-Mexico-Canada Agreement is approaching its first mandatory review in 2026. At the time, we argued that the risks were skewed modestly to the upside. Structural contingencies built into the agreement we think cap downside risk and tilt most outcomes toward preserving and over time deepening North American trade integration. That framing, we think, remains broadly intact. But some developments over the past few months suggest that the timing and the structure of that deeper integration could end up looking a little bit different than we initially expected. We still see a scenario where negotiators resolve targeted frictions and make limited updates, but we're increasingly mindful that some of the more ambitious policy maker goals – for example, new chapters on AI, critical minerals or more explicit guardrails on Chinese investment in Mexico – may be harder to formalize ahead of the mid-2026 deadline. So, what does the base case as we framed it last year still look like? We continue to expect an outcome that preserves the agreement and resolves several outstanding disputes – auto rules of origin, labor enforcement procedures, and select digital trade provisions. On the China question, our view from last year also still holds. We expect incremental steps by Mexico to reduce trans-shipment risk and better align with U.S. trade priorities, though likely without a fully institutionalized enforcement mechanism by mid-2026. And remember, the USMCA's 10-year escape clause keeps the agreement enforced at least through 2036, meaning the probability of a disruptive trade shock is structurally quite low. What may be shifting is not the direction of travel, but the pace and the form. A more comprehensive agreement may ultimately come, but possibly with a longer runway or through site agreements rather than updates to the USMCA text itself. Of course, those come with an enforcement risk just given the lack of congressional backing. We still expect the formal review to conclude around mid-2026, albeit with a growing possibility that deeper institutional alignment happens further out or via parallel frameworks. It also is possible that into that deadline all three sides decide to extend negotiations out further into the future, extending the uncertainty for even longer. So what does it all mean for macro and markets? For Mexico, maintaining tariff free access to the U.S. continues to be essential. The base case supports ongoing manufacturing integration, especially in autos and electronics. But without the newer, more strategic chapters that policymakers have discussed, the agreement would leave Mexico in a position that it's accustomed to – stable but short of a full nearshoring acceleration. This aligns with our view from last year, but we now see clearer near-term risks to the thesis of rapid institutional, deeper trade integration. For FX, the pace of benefit is from reduced uncertainty, but the effect is likely gradual. The absence of tangible progress on adding to the original deal suggests a more muted near-term impulse. For Canada, the implications are similarly two-sided. Near-term volatility around the review is likely underpriced, but a limited agreement should eventually lead to medium term USD-CAD downside. On the economics front, last year, we argued that the review would reinforce North America as a manufacturing block, even if it didn't fully resolve supply chain diversification from China. We think that remains true today, but with the added nuance that some of the more ambitious integration pathways may be pushed further out or structured outside of the formal USMCA chapters. So bottom line, our base case remains a measured, pragmatic outcome that reduces uncertainty, but preserves the core benefits of North American trade and supports growth across key asset classes. But it also increasingly looks like an outcome that may leave some strategic opportunities on the table for now, setting the stage for deeper alignment later – on a slightly longer horizon, or through a more flexible framework. Thanks for listening. As a reminder, if you enjoy Thoughts on the Market, please take a moment to rate and review us wherever you listen. And share Thoughts on the Market with a friend or colleague today.

Wildlife policy battles are reshaping hunting access, conservation funding, and forest management nationwide. Fred breaks down the most consequential conservation news impacting hunters, anglers, and the broader outdoors community. From prestigious recognition in the hunting world to legislative fights that could redefine wildlife management, this conversation goes beyond headlines and into what it means for boots-on-the-ground sportsmen. Jeff Crane's receipt of the Peter H. Capstick Hunting Heritage Award underscores the power of strong leadership in conservation. But while individual achievements are worth celebrating, policy decisions in states like Indiana, Maryland, and Arizona could have lasting effects on waterfowl hunting, big game seasons, veteran hunting access, and the science-based management model that has long defined North American wildlife conservation. We examine the controversy over lead ammunition restrictions in Maryland and what it means for hunter participation, economic accessibility, and Second Amendment-adjacent debates. We also unpack how changes to natural resources commissions can disrupt science-driven wildlife policy, and why bipartisan conservation legislation remains essential to protecting hunting and fishing traditions. Finally, we explore proactive forest management and wildfire mitigation critical issues for elk hunting habitat, whitetail range, and public land access. If you care about the future of hunting, fishing, and conservation policy, this episode delivers the context you need to stay informed and engaged. Follow the show for more weekly hunting and fishing conversations. Get the FREE Sportsmen's Voice e-publication in your inbox every Monday: www.congressionalsportsmen.org/newsletter   Follow The Sportsmen's Voice wherever you get your podcasts: https://podfollow.com/1705085498  Learn more about your ad choices. Visit megaphone.fm/adchoices

The retail operator for Eddie Bauer’s North American stores has filed for bankruptcy. Depending on how things turn out, the outdoor gear brand could see the closure of nearly 200 stores across the United States and Canada. The Seattle Times also reports that the company's store operator plans to close its headquarters in Seattle and lay off 60 workers. This isn’t the first sign of trouble for the Seattle-based business, which faced bankruptcy proceedings in 2003 and 2009. This latest filing won’t affect the company’s wholesale, manufacturing or online operations -- so it’s not like the brand’s going away completely. But the news still feels pretty big…. Because once upon a time, not too long ago, Eddie Bauer was a premiere spot for outdoor gear. It outfitted the first American to summit Mount Everest. And there was a time when it was quite the fashion statement to walk into work with an Eddie Bauer puffer. As the company faces an uncertain future, we decided to reflect on its legacy. Guests: Clara Berg, a fashion historian and Curator of Collections at MOHAI. Related links: Our Story – Eddie Bauer Eddie Bauer to close its Seattle headquarters, lay off 60 workers | The Seattle Times Eddie Bauer: From Outdoor Staple to Bankruptcy Watch - Business Insider Retail operator of Eddie Bauer files for bankruptcy, will keep stores open during restructuring | AP News Eddie Bauer store operator files for bankruptcy, seeks sale | Reuters Thank you to the supporters of KUOW, you help make this show possible! If you want to help out, go to kuow.org/donate/soundsidenotes Soundside is a production of KUOW in Seattle, a proud member of the NPR Network.See omnystudio.com/listener for privacy information.

The Women's Individual at the 2026 Milan Cortino Winter Olympics was absolute joyful chaos. We got together immediately after the conclusion of the podium ceremony to recap all of the action including: - A brief detour to Sturla Holm Laegreid's bizarre interview - Julia Simon's greatness - Lou Jeanmonnot's beautiful biathlon - Lora Hristova's unbelievable surprise podium - Heartbreak for several including Vanessa Voigt, Camille Bened, and Lotte Lie - Many great races from some surprising candidates including Lea Meier, Tereza Vinklarkova - Great day for North American biathlon with Pascale Paradis and Margie Freed And more!

Vince Lanci is the founder and Managing Partner of Echo Bay Partners, a firm focused on precious metals analysis, trading, and market insights. With over 30 years of experience in finance and commodities, he began his career as a market maker on the floors of the NYMEX, COMEX, and NYBOT exchanges, specializing in metals and options trading. He is a prominent commentator on gold and silver markets, often discussing topics like liquidity crises, short squeezes, BRICS developments, and shifts in global pricing.Nikolas Morianos is a Co-Founder, Managing Partner, and Director of Silver Gold Bull Inc. (SGB), one of Canada's largest precious metals dealers and a major North American online retailer with billions in bullion sold globally. We discuss the Silver market and the push to digitise gold. Tickets to Cornerstone Forum 26': https://www.showpass.com/cornerstone26/Silver Gold Bull Links:Website: https://silvergoldbull.ca/Email: SNP@silvergoldbull.comText Grahame: (587) 441-9100Bow Valley Credit UnionBitcoin: www.bowvalleycu.com/en/personal/investing-wealth/bitcoin-gatewayEmail: welcome@BowValleycu.com Get your voice heard: Text Shaun 587-217-8500

MARC, a Dublin-based AI company, is changing how large real estate portfolios manage contract and expense data. Backed by investors including Jack Pierse (Wayflyer), Susan Spence (SoftCo), Tom Kennedy (Hostelworld), and more, founder Aaron Devitt built MARC to reinvent how critical asset management data is managed at scale. Since launching in 2024, MARC has scaled from 40-unit Irish property managers to 25,000-unit US-based owners. After seeing firsthand how poor property management practices affected renters and asset managers, then 22-year-old Devitt deferred from college to build proptech startup, Marc to serve as the contract-to-invoice truth layer for the property industry. MARC's AI agents turn buried vendor contracts into structured, live operational data, cutting work that typically takes 2-3 months down to a matter of seconds. Large property portfolios can involve thousands of vendor contracts covering services, licenses, and certifications. Critical details such as renewal dates, termination rights, escalation clauses, and fee structures are often scattered across inboxes, shared drives, and legacy systems, making budgeting, routine audits, asset sales and invoice comparison reviews slow and error-prone. MARC builds AI Contract Agents that locate, uncover, read, and structure every contract across fragmented organisations. MARC addresses this by deploying AI agents that plug directly into existing document stores, including email inboxes and SharePoint. The system automatically locates contracts, extracts key terms, and organises them into a live source of truth that teams can query instantly, enabling asset management teams to operate 200 times faster than humans. MARC also compares historically buried contract terms against monthly invoices, helping institutional operators identify discrepancies and over billings before they impact net operating income (NOI). Since launching in 2024, MARC has grown from serving local Irish property managers to working with institutional owners managing 5,000–35,000 units across the U.S. and Canada. Its customers now represent more than $80 billion in assets under management. After securing some of Ireland's largest property managers as customers, including Sherry Fitzgerald Lettings and DNG Lettings, in 2025, the MARC team began to serve institutional real estate owners across North America. The company now works with multiple operators managing between 5,000 and 30,000 residential units across more than 20 U.S. states. Today, MARC's customers represent a combined assets-under-management (AUM) figure of over $75 billion. "When you manage thousands of units, contract data directly affects asset values, but most teams can't access that data quickly or reliably," said Aaron Devitt, Founder and CEO of MARC. "On top of this, the relationship between the Accounts Payable (AP) systems and Contract Management Systems (CMS) have been historically disconnected, causing marginal and continuous over billing at scale. To the tune of many millions of dollars for larger residential portfolios." "This is why we built MARC, the connective layer between the CMS and the AP systems, ensuring every portfolio contract is accurate, up-to-date and being billed for accordingly, without thousands of human hours required to find, vet, and verify thousands of contracts." MARC has raised a $1 million pre-seed round from 23 angel investors, with no venture capital participation. Backers include Jack Pierse (Wayflyer), Tom Kennedy (Hostelworld), Susan Spence (SoftCo), Eoghan Quigley (Dublin Chamber of Commerce), and James McGann (Unmind), alongside multiple institutional real estate investors and U.S.-based multifamily executives. The funding is being deployed to advance the product and drive expansion into the North American market. "Backing founders like Aaron is how we continue to build Ireland's next generation of global technology companies," said Jack Pierse, co-founder of Wayflyer. "MARC is tackling a ...

Chris Blumas, portfolio manager at Raymond James Investment Counsel, shares his outlook on North American Large Caps.

Paul Huet, CEO and Chairman of Americas Gold and Silver Corporation (TSX: USA) (NYSE American: USAS), joins me for an exclusive video interview to unpack the big news out today announcing the formation of the new joint venture with United States Antimony (NYSE American: UAMY) to build a new antimony processing facility at the Galena Silver Mine.   We also weave in a comprehensive review of the several key optimization initiatives ongoing at their silver-copper-gold-antimony-lead producing Galena Complex, located in Idaho, USA; as well as at the EC120 mine at their Cosalá Operations, located in Sinaloa, Mexico.  Additionally, we reviewed the development plan into first production this year after closing the acquisition of the Crescent Silver Mine, located just 9 miles away from their Galena Complex in Idaho.   Highlights of The Joint Venture Between Americas Gold & Silver and US Antimony   The JV, which will be 51% owned by Americas and 49% by US Antimony, will provide a mine-to-finished antimony #production solution to secure the supply chain for this critical mineral within the United States. U.S.-Based Vertical Integration: The JV will construct a new antimony processing plant in Idaho's Silver Valley. This construction and processing business will be overseen by representatives of each company. Americas-Controlled Feedstock and Site: Americas will contribute the site under existing operating permits for the JV Facility at its Galena Complex in Idaho and will sell antimony feed material mined from the Galena Complex to the JV on market terms. While Americas material will have priority, the JV Facility will also have the potential to process material from other mines. Operational and Market Expertise: US Antimony will contribute its knowledge and technical expertise in constructing and operating these types of facilities and will provide the JV with access to its extensive antimony marketing network including the U.S. Government.   We start off with Paul outlining the multifaceted approach to optimizing their Galena mining complex this year, comprised of 3 shafts and 2 mills currently being underutilized, but setting up for a marked incremental increase in production growth over the next few years. The company invested big in 2025 in a new fleet of mobile equipment to improve efficiencies and uptime, and in a 2-phase upgrade initiative for the hoist at the No. 3 Shaft, where the motor was upgraded to a larger more powerful one, increasing the amount of tonnes that can be raised each day.   Paul reviewed the increased silver production growth on tap from the Company after a key shift at Galena from the ‘Cut and Fill' mining method using handheld jacklegs, to a mechanized Long Hole Stoping mining method, which is far more efficient and still quite precise and able to mine at narrow widths down to 1 meter wide. There is capacity at their 2 mills to accept larger amounts of throughput as mining capacity expands   Next we talked about the initiatives to grow resources through exploration and grade-driven growth, building upon future mine sequencing following up on the successful exploration at the 034 vein at the 5200 level and the 149 vein at the 4300 level.   There will also be aggressive drilling ongoing at the recently acquired nearby Crescent Mine as well as in the Cosala operations in Mexico; with the goal to go from 7 mines turning at present across the portfolio of projects with a target of getting up to 20 drill rigs turning by early next year.   Paul laid out the development and exploration work slated at the Crescent, located just 9 miles from the Galena Complex, after the acquisition of this fully permitted past-producing mine which will be advanced for a restart here in 2026.  The Crescent Mine will provide a supplementary high-grade source of feed to their 2 mills at Galena, further utilizing processing capacity.   The mineralized material at Crescent is very similar to the tetrahedrite material at Galena which contains high grade Silver and significant by-product potential from antimony and copper, which meshes perfectly with their strategy to maximize the production value across all metals.   Wrapping up, we shifted down to the Cosalá Operations in Mexico, where the Company has been investing in exploration to extend the San Rafael mine, and most importantly it has been tunneling over into a new area of the El Cajon mine called the EC120 mine, which will now see increased silver production in the years to come. This brought up the point that this company is one of the few North American silver-focused producers with the objective of having 87% of its revenue generated from silver in the year to come.     If you have any questions for Paul regarding Americas Gold and Silver, then please email those to me at Shad@kereport.com.   In full disclosure, Shad is a shareholder of Americas Gold and Silver at the time of this recording, and may choose to buy or sell shares at any time.   Click here to follow the latest news from Americas Gold and Silver   For more market commentary & interview summaries, subscribe to our Substacks:   The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.    

Welcome back to Fine Tooning, where Drew Taylor and Jim Hill record on Super Bowl Sunday, dodge football talk, and instead zero in on animation news, box office bruises, and one of the biggest corporate shake-ups in Disney history. Along the way, there is chatter about Super Bowl trailers, art books you are not allowed to open yet, and why studios still love spending big bucks for 30 seconds of attention. Then the conversation turns serious as Disney's future leadership comes sharply into focus. NEWS • Super Bowl 60 trailer watch, including expected spots for Toy Story 5, Hoppers, and whether Universal should hype the upcoming Super Mario Galaxy Movie • A rough North American box office weekend, with Send Help limping to number one and Zootopia 2 still padding its already massive worldwide total • Angel Studios news, including a release date for Andy Serkis' long-awaited Animal Farm • GKIDS picks up a new original animated feature from Macross creator Shoji Kawamori • Genndy Tartakovsky reportedly circling an animated Game of Thrones spin-off, plus a look at Netflix's Stranger Things: Tales from '85 FEATURE • Disney announces its next era as Josh D'Amaro is named CEO, effective March 18, 2026 • A deep dive into D'Amaro's path through Disney Parks, Experiences and Products, and why Iger ultimately chose him • Dana Walden promoted to President and Chief Creative Officer, with oversight of Disney's vast entertainment portfolio • What this leadership pairing signals for Disney's creative direction, corporate culture, and long-term strategy HOSTS • Jim Hill - IG: @JimHillMedia | X: @JimHillMedia | Website: JimHillMedia.com • Drew Taylor - IG: @drewtailored | X: @DrewTailored | Website: drewtaylor.work FOLLOW • Facebook: JimHillMediaNews • Instagram: JimHillMedia • TikTok: JimHillMedia SUPPORT Support the show and access bonus episodes and additional content at Patreon.com/JimHillMedia. PRODUCTION CREDITS Edited by Dave Grey Produced by Eric Hersey - Strong Minded Agency SPONSOR Unlocked Magic helps you save on Walt Disney World and Universal Orlando tickets, sometimes up to 12 percent off. Just pick your dates, grab your tickets, and go. Visit UnlockedMagic.com and be sure to tell them Drew and Jim sent you. If you would like to sponsor a show on the Jim Hill Media Podcast Network, reach out today. Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome back to Fine Tooning, where Drew Taylor and Jim Hill record on Super Bowl Sunday, dodge football talk, and instead zero in on animation news, box office bruises, and one of the biggest corporate shake-ups in Disney history. Along the way, there is chatter about Super Bowl trailers, art books you are not allowed to open yet, and why studios still love spending big bucks for 30 seconds of attention. Then the conversation turns serious as Disney's future leadership comes sharply into focus. NEWS • Super Bowl 60 trailer watch, including expected spots for Toy Story 5, Hoppers, and whether Universal should hype the upcoming Super Mario Galaxy Movie • A rough North American box office weekend, with Send Help limping to number one and Zootopia 2 still padding its already massive worldwide total • Angel Studios news, including a release date for Andy Serkis' long-awaited Animal Farm • GKIDS picks up a new original animated feature from Macross creator Shoji Kawamori • Genndy Tartakovsky reportedly circling an animated Game of Thrones spin-off, plus a look at Netflix's Stranger Things: Tales from '85 FEATURE • Disney announces its next era as Josh D'Amaro is named CEO, effective March 18, 2026 • A deep dive into D'Amaro's path through Disney Parks, Experiences and Products, and why Iger ultimately chose him • Dana Walden promoted to President and Chief Creative Officer, with oversight of Disney's vast entertainment portfolio • What this leadership pairing signals for Disney's creative direction, corporate culture, and long-term strategy HOSTS • Jim Hill - IG: @JimHillMedia | X: @JimHillMedia | Website: JimHillMedia.com • Drew Taylor - IG: @drewtailored | X: @DrewTailored | Website: drewtaylor.work FOLLOW • Facebook: JimHillMediaNews • Instagram: JimHillMedia • TikTok: JimHillMedia SUPPORT Support the show and access bonus episodes and additional content at Patreon.com/JimHillMedia. PRODUCTION CREDITS Edited by Dave Grey Produced by Eric Hersey - Strong Minded Agency SPONSOR Unlocked Magic helps you save on Walt Disney World and Universal Orlando tickets, sometimes up to 12 percent off. Just pick your dates, grab your tickets, and go. Visit UnlockedMagic.com and be sure to tell them Drew and Jim sent you. If you would like to sponsor a show on the Jim Hill Media Podcast Network, reach out today. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mitch went to Cuba and gives us a trip report in the first half of the show. Then in the second half him and Coaster Bro create a tier list for the North American 2026 additions.Join the conversation on Discord:⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://discord.gg/abTDb3eVav⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Support the show on Patreon:⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.patreon.com/c/user?u=38631549⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Links to all things Cuzzies:⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.solo.to/coastercuzzies%E2%81%A0⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Blusiast Episodes hosted by Airtime Myke return this Friday!

Is the United States a nation state? Does it have a national identity? On this episode of the Transatlantic, scholar Colin Woodard discusses his early career experiences as a journalist in Eastern Europe and the Balkans at the end of the Cold War and how that work informs his work on national identity in the United States. He then talks about his current research uncovering what he describes as eleven distinct nations that make up the United States and how their clashing cultures and traditions have defined the country's struggle to form a national story and identity.    Colin Woodard – a New York Times bestselling historian and Polk Award-winning journalist – is one of the most respected authorities on North American regionalism, the sociology of United States nationhood, and how our colonial past shapes and explains the present. Compelling, dynamic and thought provoking, he offers a fascinating look at where America has come from, how we ended up as we are, and how we might shape our future. Author of the award winning Wall Street Journal bestseller American Nations: A History of the Eleven Rival Regional Cultures of North America, Woodard has written six books including The Republic of Pirates — a New York Times bestselling history of Blackbeard's pirate gang that was made into a primetime NBC series with John Malkovich and Claire Foye – and Union: The Struggle to Forge the Story of United States Nationhood, which tells the harrowing story of the creation of the American myth in the 19th century, a story that reverberates in the news cycle today. His latest book is Nations Apart: How Clashing Regional Cultures Shattered America, released by Viking/Penguin in November 2025. He is the founder and director of Nationhood Lab at the Pell Center for International Relations and Public Policy at Salve Regina University, an interdisciplinary research, writing, testing and dissemination project focused on counteracting the authoritarian threat to American democracy and the centrifugal forces threatening the federation's stability. He is also a Fellow of the Royal Geographical Society, a visiting scholar at the Minneapolis-based HealthPartners Institute and a POLITICO contributing writer. As State and National Affairs Writer at the Portland Press Herald and Maine Sunday Telegram he received a 2012 George Polk Award, was named Maine Journalist of the Year in 2014, and was a finalist for the 2016 Pulitzer Prize for Explanatory Reporting. A longtime foreign correspondent of The Christian Science Monitor, The San Francisco Chronicle, and The Chronicle of Higher Education, he has reported from more than fifty foreign countries and seven continents from postings in Budapest, Zagreb, Washington, D.C. and the US-Mexico border and covered the collapse of communism in Eastern Europe and its bloody aftermath. His work has appeared in dozens of publications including The Economist, The New York Times, Smithsonian, The Washington Post, The Guardian, Newsweek and Washington Monthly and has been featured on CNN, the Rachel Maddow Show, Chuck Todd's The Daily Rundown, The PBS News Hour, and NPR's Weekend Edition. A graduate of Tufts University and the University of Chicago, he's received the 2004 Jane Bagley Lehman Award for Public Advocacy, a Pew Fellowship in International Journalism at the Johns Hopkins University School for Advanced International Study and was named one of the Best State Capitol Reporters in America by the Washington Post. He lives in Maine.   This podcast is hosted by Bakhti Nishanov and produced by Alanna Novetsky, in conjunction with the Senate Recording Studio.

Global manufacturers are navigating a complex and rapidly evolving trade environment marked by shifting policies, geopolitical tensions, and supply chain disruptions. Fluctuating trade policies and geopolitical dynamics are testing the flexibility and resilience of many businesses. Ongoing changes to bilateral and multilateral agreements, including the US-Mexico-Canada Agreement that is being renegotiated this year, introduce uncertainty around rules of origin, labor standards, and enforcement, potentially influencing investment and operational decisions. In this episode of Risk in Context, Marsh Risk's Christopher Coppock, Falak Kothari, and Azzizza Larsen, discuss key challenges that manufacturers are facing and share practical advice to help businesses manage risk and build resilience in a fast-changing global trade environment. You can access a transcript of the episode here. Read Marsh's Trade policy outlook for North American manufacturing report. For more insights and insurance and risk management solutions, follow Marsh Risk on LinkedIn and X and visit marsh.com.

Philip Shaw offers a Canadian farmer's view on trade tensions, tariffs, and the future of North American agriculture.

What is the North American DOGMAN Project? Steve welcomes Starfox from the North American Dogman Project. Join us as we look into this legendary cryptid. Find Starfox online: https://www.youtube.com/@starfoxmedia https://www.facebook.com/groups/687322116439965/?mibextid=K35XfP and https://northamericandogmanproject.com/Become a supporter of this podcast: https://www.spreaker.com/podcast/missing-persons-mysteries--5624803/support.

This week on the podcast, our guest is Brandon Moffatt, Chief Development Officer at StormFisher Hydrogen. StormFisher Hydrogen develops projects that repurpose energy, water, and power, with a focus on green hydrogen and e-fuels across the North American market. The company is currently advancing a low-carbon methanol project in Varennes, Quebec. The conversation begins with an overview of green hydrogen–derived products, including e-methane, e-methanol, and green ammonia. Brandon explains why e-methanol is emerging as a leading end-use for green-hydrogen-derived fuels, particularly for marine shipping and aviation. The discussion then turns to Canada's competitive advantages in producing e-fuels, including access to low-carbon grid electricity in Quebec, Manitoba, and British Columbia, as well as the Canadian Investment Tax Credits (ITCs). With the United States rolling back support for green hydrogen in the One Big Beautiful Bill Act (OBBBA) last summer, Brandon notes that Canada currently holds a policy advantage in North America. However, global competition remains strong, particularly from India, China, and the Middle East, where cost structures are advantaged. For Canada to remain globally competitive in green hydrogen-derived products, Brandon outlines several changes he believes are needed to Canada's existing ITC framework. These include:Allowing access to the full green hydrogen ITC when grid power is more than 90% non-emitting Extending eligibility to downstream equipment, including e-methanol and sustainable aviation fuel (SAF) production, consistent with how ammonia is treated  Allowing the use of carbon dioxide in fuel production to qualify for the carbon capture, utilization, and storage (CCUS) ITCThe episode concludes with a deeper dive into the Varennes project, including the potential for local job creation and the anticipated timing for a final investment decision and first production. Content referenced in this podcast:S&P Canadian Electric Car Insights to Q3 2025 (Dec 2025) StormFisher Hydrogen's website Learn more about StormFisher's low-carbon methanol project in Varennes, Quebec Note, the ARC Energy Funds are an investor in StormFisher Hydrogen. Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ Check us out on social media: X (Twitter): @arcenergyinstLinkedIn: @ARC Energy Research Institute Subscribe to ARC Energy Ideas PodcastApple PodcastsAmazon MusicSpotify 

Allen, Rosemary, and Yolanda, joined by Matthew Stead, discuss Vestas’ Q4 earnings beating competitors but disappointing investors, and the latest on the Wind Energy O&M Australia 2026 conference in Melbourne. Plus the European Commission opens a subsidy investigation into Goldwind, Texas sues over 3,000 dumped wind turbine blades, and Muehlhan Wind Service acquires Canadian AC883. Sign up now for Uptime Tech News, our weekly newsletter on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on YouTube, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary’s “Engineering with Rosie” YouTube channel here. Have a question we can answer on the show? Email us! The Uptime Wind Energy Podcast brought to you by StrikeTape, protecting thousands of wind turbines from lightning damage worldwide. Visit strike tape.com. And now your hosts.  Allen Hall: Welcome to the Uptime Wind Energy Podcast. I’m your host Alan Hall, and I’m here with Rosemary Barnes, Yolanda Padron. Matthew Stead down in Australia. So welcome Matthew.  Matthew Stead: Great to be here. Thank you, Alan.  Allen Hall: We have a number of articles and interesting topics this week. Top of the list is Vestus. Vestus announced their Q4 numbers, and although the the revenue is great, uh, they, they had a profit of about 580 million euros. It was below what analysts expected, so the shares dropped about 6% on the news. But the CEO of Vestus is saying, uh, full speed ahead. They’re, they’re willing to make some concessions. Vestus, as it sounds like, in terms [00:01:00] of thinning out the company a little bit, which I, that’s been a, a, a complaint from investors for a little while. But in, in terms of, uh, going forward in renewable energy, Vestus is still going to pursue that. The offshore wind business looks like it’s gonna be profitable in 2027. And as we all know, and we, we see wind turbine prices, uh, quite a bit in each of our positions. Vestas is the most expensive one on the block, but they’re still winning a whole bunch of orders. And, and Matthew, uh, Vestas globally. I would say is the leader right now, if you look at Siemens GAA and GE Vestas is really winning a lot of the orders. Matthew Stead: Yeah, I think a very strong reputation for quality. Um, I have to say, I’ve got some Vestas turbines behind me, so, um, all paid for by myself. They’ve always been well regarded for their, um, you know, quality of [00:02:00] product. And when I first got into wind, um, you know, probably 15 years ago, you know, they were, they were the leaders at that point in time. And so, you know, quality. Reduces future o and m cost. I think  Rosemary Barnes: it’s not just about like the simple o and m, either it’s the risk that something really bad goes wrong and you’re just stuck with, you know, like a, a whole a hundred turbines that can’t be fixed or, you know, at least a large, a large chunk of them. The more that I work in, in o and m, the more you see, like on occasion when you do have those serial issues that mean, you know, like. Sometimes all the blades in the wind farm have to be replaced or sometimes all the generators or you know, even if it’s not replaced, if you’ve gotta take them all out and do something and put ’em back in, it is just such a massive cost. And, um, reducing the chance that that’s gonna happen is actually really valuable for insurance. And yeah, all sorts of other financial reasons.  Yolanda Padron: And even as an FSA customer, I feel like Vestus has a lot more transparency as to what actually is going on, [00:03:00] on site and more able to, to collaborate on, on like a site to site basis, which is very obviously helping them in getting a lot of return customers. Allen Hall: Yeah. One of the key revenues for Vestus has been the FSA, where almost every project I’ve seen over the last couple of years has had a 2030 year FSA attached to it. Rarely do you see. Order without that, and that’s a long-term revenue stream. The, the thing about Vestus and the complaints that are happening, uh, around vestus are odd because if you look at Siemens Cab Mesa, they’re really struggling to be profitable. And then GE Renova, which is really, really struggling to be profitable and they’re losing several hundred millions of dollars a year. Vestas is bringing in a profit, and, and yet the investors are wanting even more. I, I guess, is, is this just a relationship to the. Where you can invest money today. The stock market going up so high, gold and silver prices are at record highs. Rosemary Barnes: Haven’t they just [00:04:00] crushed?  Allen Hall: They have a little bit. They’ve, they’ve rescinded some, but they’re still at really high numbers, right? So Gold Cross, what? $5,000 and ounce and then, uh, it was it 2000 a year ago? So the, the rise in the value of, of, uh, rear metals is crazy. Is there a plan you think Vestas is changing the way they’re gonna operate? ’cause uh, they’re talking about thinning out the ranks and they do seem to be becoming more vertically integrated with the acquisition of the TPI factories down in Mexico. GPI in India  Rosemary Barnes: before we make it sound too much like a paid segment from investors, I have to say I disagree that they’re like just crushing it with the, the FSAs. I think that the full service agreements are across the board. Perform badly in Australia, at least I think it’s different elsewhere. Um, maybe it’s a good segue into, uh, talk about our event that we’ve got coming up to talk [00:05:00] about, um, the difficult operating conditions in Australia. But I, I think that best as, like everybody else has been surprised at how many things can go wrong in an Australia and wind farm. And, um, I don’t, I I would’ve put them up on a pedestal for. Particularly noteworthy, um, brilliant service with the FSAs. I think, yeah, across the board everyone’s doing a little bit less than they should be, and I have no doubt that they’re also making a whole lot less money on those agreements than what they spent or spending a lot more than what they’re expecting. So I don’t wanna be too harsh in my judgment.  Yolanda Padron: That’s fair. The bar is very low.  Rosemary Barnes: But what I do notice when I go to international events, um, and I, you know, I talk to, I’ve got a lot of ex-colleagues that’s still working in the industry and vest. Stands out as still investing a lot in r and d. And that doesn’t mean like crushing out a new platform every single year or every two years. It’s not that. But they are investing in a lot of new technologies that are more incremental. They’re [00:06:00] looking at bigger technology leaps and um, you know, still investigating stuff like that. Like I think if I was to go back working for an OEM, that’s the kind of work I’d like to do. And investors does seem like it’s the main company that’s still doing a whole lot of that. With the exception of, of the Chinese manufacturers, which are obviously doing like tons and tons of new development. But, um, I don’t have the insight into them like I do with the European ones.  Allen Hall: As you’re listening to this podcast, most of the people on this podcast are traveling to Melbourne, Australia for Woma 26. That’s Wind Energy and M Australia. Big event. Matthew, the numbers are impressive. I’m getting a little bit scared. Run out of food and uh, seats because there is a massive influx in the last 24, 48 hours, which is great to see, but wind energy in Australia. Is huge, and the o and m aspect is one of those key pain points. Matthew Stead: Yeah. I think, uh, thanks to Rosie and Alan, your argument, [00:07:00] um, a little while ago, your argument, which spurred the whole, um, the reason for the conference. Um, you know, the, the lack of, uh, Australian content, the lack of, um, poor. Conferences in Australia. I think unless you’d have that argument, um, this event wouldn’t, wouldn’t be there. Allen Hall: Rosie did bring up that she had been to a number of conferences and so had I that were pretty much useless in terms of take home. What could we be able to use in the world and, and make the world just slightly better from our knowledge and. With all the policy talk and uh, discussion about sort of global warming things that it’s not really useful necessarily in making your operations run more efficiently. And this was what Woma is all about is. Sharing information. Not everybody runs their operations the same. And you can learn from that of the way, uh, others do it. And at the same time, we’re bringing in experts from around the world to talk about some of [00:08:00] those really critical issues. One of them being leading edge erosion. And Rosie’s been doing a lot of work in Australia on leading edge erosion and the complexities around that. Rosie, the leading edge erosion discussion and the panel involved in the people are gonna be on the panel are impressive. What are you looking forward to?  Rosemary Barnes: I’m looking forward to, um, getting the international perspective because leading edge erosion, I mean, there’s heaps of aspects of wind turbine operation that I think are just dramatically different in Australia, but I think leading edge erosion is the one that like really, really jumped out at me. When I was, um, when I moved back to Australia and started looking at inspection reports for wind farms that were like one or two years old, and you see 90, 99% of turbines that have significant erosion like within a couple of years. It’s like, this is, this is not. Like, I’ve never, I’ve never seen this before. It’s clear that no one is designing these products that are gonna peel off [00:09:00] within a couple of years. Um, and so that was what kind of got me thinking, you know what, like Australia is really different. Climatically and in terms of the weather. Um, and so we need to start not just getting our information from overseas, but also relating it back to Australia. So I think that that’s what we’re trying really hard with the conference to do, is to like really ground it on Australian problems and solutions that have worked in Australia, but then draw on, you know, we don’t need to invent every single new product ourselves. Although there will also be. I, I’m very confident that, that we do need new products developed specifically for Australia. Um, but you know, there are a lot of things out there we can really accelerate how quickly we can solve our Australian problems if we know what’s worked overseas in, you know, different places and just get ideas about how things work. So I think that’s a really good mix of, of local and international. Matthew Stead: Yeah, as [00:10:00] we were talking before about, um, registrations, so we had. Definitely over 200 now. Um, and, um, I, I think we just need to warn people that we might need to cap it out. Um, so the venue’s told us two 50 maximum, so getting in quick  Allen Hall: and if you haven’t registered, you need to do so today. Go to WMA 2020 six.com. It’s very easy to do. It’s an inexpensive conference and full of great information. And the one thing you wanna register for also when you’re there is the free Lightning workshop. On the Monday, so this, it will be February 16th. It’s a lightning workshop in the afternoon, and then the, the full event begins Tuesday the 17th, and running through Wednesday the 18th. So you have two and a half full days of o and m. Knowledge sharing.  Matthew Stead: Don’t, don’t forget the workshops. There are two sessions of workshops with three, um, parallel sessions. And also don’t forget the chance to catch up with your buddies. So, uh, on the Monday [00:11:00] night, um, after the Lightning Masterclass, there’s, um, an event, you know, food and wine and drinks, et cetera. And then also on the, the Tuesday after the first day, there’s also a chance to catch up  Allen Hall: and you’ll go to Wilma 2026. Com and register. Now.  Speaker: Australia’s wind farms are growing fast, but are your operations keeping up? Join us February 17th and 18th at Melbourne’s Pullman on the park for Wind energy o and m Australia 2026, where you’ll connect with the experts solving real problems in maintenance asset management and OEM relations. Walk away with practical strategies to cut costs and boost uptime that you can use the moment you’re back on site. Register now at WM a 2020 six.com. Wind Energy o and m Australia is created by Wind professionals for wind professionals. Because this industry needs solutions, not speeches,  Allen Hall: the European Commission [00:12:00] has a message for Chinese wind turbine manufacturers. We are watching. Uh, Brussels just opened an in-depth investigation into Goldwind, that’s one of China’s biggest turbine makers. The concern is really straightforward. European regulators believe Goldwin may have received government subsidies that given it unfair advantage. Over European competitors such as Vestus and Siemens, GOMESA, Nordics, and others, grants preferential tax treatment and below market loans are all on the table. And if confirmed, the EU could impose corrective measures under its foreign subsidies regulation, which is a tool designed to keep the playing field level for everyone doing business in Europe. This has led to a number of heated exchanges in the press between China and the eu. China has, uh, said, Hey, eu, calm down. It’s not that big of a deal. We, and we don’t really do this. And if you wanna point [00:13:00] fingers, uh, the EU has given a lot of money and resources to the wind turbine operations in the eu. So it’s a, a, a bunch of back and forth, which is an odd thing at the moment because China is really trying to penetrate the EU market and the UK market for that matter, offshore in particular. Uh, Matthew, when you watch this go on and, and China obviously being the largest player in wind turbines, uh, there is some. Protection isn’t going into this. China has protected themselves from European manufactured turbines for the most part. Uh, it does seem like the EU has a leg to stand on and saying, Hey, if you’re gonna protect your borders, we’re gonna protect our borders. How does this end up? Does this end up with, uh, China making turbines or getting turbines shipped into EU or. There’s just gonna be a prohibition.  Matthew Stead: Uh, actually, I’m a little bit surprised that this hasn’t happened already. [00:14:00] I mean, there’s obviously plenty of European investigations and I’m a little bit surprised it didn’t happen earlier. Um, I, I guess my expectation is that, you know, this will be done and dusted and we can just move, move forward. Um, you know, my, my guesstimate is that it’ll be showing that, you know, this is all fine and, uh, yeah, just continue as per normal. Um, yep. Maybe, maybe critically. Um, I actually think a bit more competition in the industry is a good thing. Um, and so I think the whole, you know, global industry can, can, can benefit.  Allen Hall: And when we’re talking about, uh, the construction of wind farms in the eu, the Chinese manufacturers always come up because they tend to be somewhere between 30 and 40% less expensive than the European counterparts for basically the same turbine. What is the, the real linchpin there, because it does seem like operators and sted uh, evidently had a project going on where they’re looking at Chinese [00:15:00] turbines, but hasn’t made any decisions about it. There’s not a lot of history on the Chinese turbines. You can’t go back and pull, uh, o and m records. You can’t see reliability rates. You can’t see what their insurance rates have been. And Rosie, I think you’ve talked about this quite a bit. It does seem like the manufacturing capability in China is quite good, but then we see things on LinkedIn quite often. We’re uh, there has been some really massive failures there. How is the EU thinking about this? Is it really a competitive issue at this point, or is it a technology issue? What is the real. Uh, linchpin that it, it is, it everybody is trying to get at.  Rosemary Barnes: Yeah. Well I think Europe would be crazy to not support their wind industry because China is so big and has, um, you know, so many wind turbine manufacturers now that if Europe doesn’t specifically try to, you know, compete and survive, then I can [00:16:00] imagine no. non-Chinese manufacturers in 10 years time, um, or you know, at least 20, which I think would be a shame because there is a huge, long history of really good engineering, um, in Europe. Yes. Uh, every country supports their manufacturers. China do it in many, maybe most of their export industries. Everybody knows that. Chinese solar panels are subsidized most countries and regions, except that steel is heavily subsidized in, um, in China. And so there are in many countries restrictions on Chinese made wind turbine towers or tariffs on them. Because of that reason, it’s like pretty. It is pretty uncontroversial. Like it’s pretty obvious, right? That um, if you don’t fight, then um, you say, yeah, we’ll accept all these cheap products then, um, you know, because that’s beneficial for our economy to have them cheap. That’s like a short term thing. It’s [00:17:00] a lot easier in a country like Australia where we don’t have competing industries for many of these, um, many of these products, it’s a bit easier to say, yes, we would love cheap solar panels and cheap wind turbines and cheap electric vehicles and cheap batteries. But I mean, even Australia is trying to regain some of some of that, um, manufacturing capability.  Matthew Stead: But Rosie to, I guess Rosie to challenge you there. I mean, it won’t, it to improve the world’s, you know, position if we, you know, continue to drive prices down and drive a bit of innovation.  Rosemary Barnes: Yeah. If we drive prices down, but not if we drive, um, all competition out of business. And then you’re left with just one country that controls the supply chain for absolutely everything, which they’re already very largely. Do in terms of, you know, like, yeah, batteries, EVs, uh, solar panels, um, heaps of the raw materials, you know, like rare earths and a lot of other critical, um, critical [00:18:00] minerals. But I do think it’s a little bit different for Europe with wind because, um, if that, if that dies, it’s a big chunk of, um, just engineering knowledge that will just. Die with it. I would definitely, especially the countries like Denmark, where it is a, a significant industry for them, I have been a little bit surprised that they haven’t been supporting more the industry through some hard patches. But yeah, let’s, um. It’ll be an interesting next few years. Speaker 6: Delamination and bottomline failures and blades are difficult problems to detect early. These hidden issues can cost you millions in repairs and lost energy production. C-I-C-N-D-T are specialists to detect these critical flaws before they become expensive burdens. Their non-destructive test technology penetrates deep to blade materials to find voids [00:19:00] and cracks. Traditional inspections completely. Miss C-I-C-N-D-T Maps. Every critical defect delivers actionable reports and provides support to get your blades back in service. So visit cic ndt.com because catching blade problems early will save you millions. Allen Hall: Well, occasionally the wind industry has a recycling problem and down in Texas this has come to a head, uh, an Attorney General Ken Paxton. We as the Attorney General of Texas has sued global fiberglass solutions and affiliated companies for illegally dumping more than 3000 wind turbine blades in Sweetwater, Texas. Uh, the company was hired to break down and recycle the blades many years ago. Instead, it stockpiled them at two unpermitted disposal sites. The attorney General is seeking civil [00:20:00] penalties, complete removal of the waste and full cleanup costs paid to the state. And Yolanda, you have seen this facility, I’ve seen this facility down by Sweetwater. It is not a small site. It is massively large and has been there for a number of years. I, I guess there hasn’t been anybody willing to do it, and Global Fiberglass Solutions hasn’t stepped up to even start from what I understand. To take care of the problem. Is there a happy outcome of this? Does anybody else step into the, the fray and, and try to clean up these 3000 blades? Yolanda Padron: We were talking a little bit about this offline, but Rosie you mentioned there’s so many companies that can recycle in general, right? We know just in Texas, there’s a lot of smaller companies. That could take on at least part of, of what’s going on here. And I think, I mean, it’s, it’s something that is [00:21:00] affecting the people that are living there. It’s not just an eyesore. I mean, it’s just, I mean, nobody wants their home to be just this big dumping ground. It’s like a graveyard for blades. And it’s so sad to see that this is really affecting people and just their, how they view wind in the area because. Texas does really, really well with wind in general and that area gets a lot of money in. It’s very oftentimes rural areas that don’t get a lot of funding that are getting a lot of funding for schools are getting a lot of funding for hospitals are, are making sure that their roads are paved. Just in general, a lot of jobs are coming into town and it’s, it should be a really great win-win and it’s just really sad to know that it’s come to this point after years and years where it just, all of the pros are outweighed by a huge calm that is a [00:22:00] huge dumping site in the middle of people. General homes,  Rosemary Barnes: are they saying that it’s they’re storing the blades or did they just pretend that they recycled them and actually landfill them? What’s the Or? It’s unclear.  Allen Hall: They didn’t landfill them. I mean, in a sense, they didn’t bury them. They’re just sitting on the surface.  Yolanda Padron: Piled up.  Rosemary Barnes: I think a lot of this comes down to what, what does recycling mean? What’s your definition of it? Um, and it, depending on what your definition is, there absolutely are plenty of, um, companies, you know, like all over. And I’m sure that there are many more in Texas than there would be in, um, yeah, in the Australian regions I’ve looked at. But there’ll be companies that. Um, already a shredding waste of, from multiple sources and putting it into products like concrete for non-structural applications like, um, footpaths or sidewalks, stuff like that. Um, asphalt is another one. And then a little bit more high tech. You get, um, plastic products that [00:23:00] again, aren’t super duper structurally, um, demanding. So like, um. Decking materials or outdoor furniture, or even I saw one company who’s using recycled material in, um, rainwater tanks. I just really feel like any decent project manager could actually given enough money, like I’m, I’m not saying it’s an economic thing to do, like it’ll always be cheaper to landfill them, um, than to do something with them. But if you’ve been given money to recycle them enough money. Any decent project manager could make that happen?  Allen Hall: Well, just down the road is ever Point Services. And Rosemary, I don’t know if I’ve introduced you to ever Point Services, Tyler Goodell, Candace Woods, uh, they are recycling blades in a totally different way. They’re, they’re grinding them down, but they’re end use product is totally different than anything you have seen and all, although that is just getting ramped up from what I understand so far. The product they’re delivering has a [00:24:00] decent commercial value. It’s helping out in other industries. So it’s not just getting mixed with asphalt necessarily. Those 3000 turbine blades have value. They really do. And ever point, I think if they were involved, would turn them into something really useful. So there is the opportunity to recycle these blades by grinding them down in different, in different ways. But there are new markets. For this product and I’m, I’m just a little shocked that no one’s really stepped forward to say, Hey, I, I’ll take those blazes, but because it’s in a lawsuit, I assume that’s the problem. No wants to walk into there and say. Take responsibility for this thing that’s been hanging around for several years at this point.  Rosemary Barnes: I don’t know. I think I would disagree when, when you say those blades have value, I would be highly surprised if someone would just take them and make a profit from them. I would expect if I had 3000 blades in my backyard, I would expect to pay somebody to take them off my hands. Um. That should have been covered by the fee that they were paid for this [00:25:00] recycling, right? So if that money’s gone now, then there is gonna be a challenge in, um, doing something with it. Because I just want to you reiterate that like recycling is not the economic thing to do with wind turbine blades. Now it’s not even the best thing to do in terms of an energy or environmental or climate change, um, consideration. But if you are sure that you don’t want, um, to deal with the physicality of 3000 blades, um, then. You know, you and you’re prepared to pay to get rid of them, then there are definitely things that you can do.  Matthew Stead: Uh, I think this makes me like super angry because really if we look at it more from a social perspective, um, this is. These pictures are shown all over the world, and whenever I talk to someone and say, Hey, yeah, I’m in the wind industry, they say, oh yeah, what about all those blades in Yeah, and the, the stockpile, blah, blah, blah. So really this, this incident has really screwed up the whole global industry. So it may have destroyed parts of Texas, but it’s also destroyed part of [00:26:00] the global industry. Rosemary Barnes: I agree and it’s, it’s crazy because wind turbine blade waste is five to 10% of global composite waste. So the boats and cars and airplanes, um, and other composites are. They’re not piled up in a recognizable form. And so nobody is absolutely outraged that people are, you know, um, disposing of fiberglass boats every year. Um, so yeah, I mean, that, that, that es me too. I have, um, I’ve spent a long time being annoyed about that fact, and I’ve kind of come around to the, the fact that universally people absolutely hate. Wind turbine blades to be wasted and it just needs to be solved. For that reason, it’s not, it doesn’t need to be solved because of the economics. It doesn’t need to be solved because of the environment. It doesn’t need to be solved because of climate change, but it does really need to be solved because of the social perception.  Allen Hall: Well, as North American Wind Farms age, the companies that keep them running. Keep getting bigger. [00:27:00] And Mohan Wind Service, which if you haven’t worked with them, is a Danish turbine service provider. Uh, and they’ve acquired the operating assets of Canada based AC 8 83. And our friends at AC 8 83 have been evidently working behind the scenes to make that deal go through, which is. Awesome. Actually, uh, the deal gives Mulan a local platform for blade repair and turbine services across Canada and the United States, uh, with more than three. Thousand certified technicians in over 35 countries. Muhan says it is confident the long-term growth in North American market will, uh, continue to prosper. So Muhan come in and saying to AC 83 and others, uh, that they’re, uh, gonna be a, a real powerhouse in terms of a service provider in Canada and the United States and acquiring AC 83 is, is one of the good moves. And we know Lars Benson, [00:28:00] who’s run that business, and Yannick Benson who operates that business today. This is a big deal for both of them and the company.  Matthew Stead: Yeah, I mean, uh, Lars is a great guy and I, I think this is wonderful that you get more economies of scale by, you know, these companies growing and it has to be, has to be great for the industry. O obviously, you know, it’s a good thing for, for Lars and, um, Yanick. Um, but yeah. Yeah. Good on them for, for doing this. And you, we need more companies that are larger and able to operate across different industries. I know the seasonality might, might play into it. I don’t know. Maybe not. Um, but, and the more that companies can work across different regions, the better. Allen Hall: Well, it just gives a C 83 a lot of operating power. So as a sort of a small, medium sized business, that’s one of the problems that you try to scale is just a lot of detail. Human resources, all the legal aspects, and. Uh, international travel people coming back and forth all the time. It is just a lot to operate. Muhan gives them all that infrastructure support. So, [00:29:00] uh, the brain powers that lie at AC 8 83 to do great work can do that work. And they have the muhan to come underneath and provide the support and the, the financial stability. Matthew, as you point out, the season is pretty short up in Canada, uh, to make this thing go. So this is really great news and we’re, I think we’re gonna see more. Of this type of structure happen where the companies that have grown and have shown value to the wind industry, regardless of where they’re located at, are gonna become prized possessions and, and larger companies are gonna want to come in and, and acquire them to expand their portfolio at the same time. And there’s value there. I, I think a lot of ISPs around the world have shown themselves to be profitable, even in some really tough economic times. Uh, they’ve had. Done a good job. And it does seem like the industry is rewarding. Those companies that have put the effort in and have shown themselves to be the professionals that AC 83 is. So this, [00:30:00] this is a really great development. And do we see this happening, uh, through 26 and 27? Because I think, I think that’s where the industry’s headed. But I talk to a lot of my counterparts who say, oh, there is no. Everything’s gloomy and doomy, and none of this is gonna happen, and these companies are gonna just fade away. Where do you think this is headed at Matthew?  Matthew Stead: I think, um, we, we’ve done a little bit of work and we’ve been looking at the industry and I think, uh, if you compare it to, you know, construction or, you know, automotive or whatever, I, I think the, there is a, a strong opportunity for the industry to have some consolidation amongst companies. So I think, um, you know, the industry is still a bit of a baby. You know, maybe whatever, 30 years there is still opportunity, um, for consolidation. You know, much like a few of the other more mature industries, like I said. Um, so I, I, I think there’ll be more of this, um, going on the next few years.  Allen Hall: That wraps up another episode of the Uptime Wind Energy Podcast. If today’s [00:31:00] discussion sparked any questions or ideas. We’d love to hear from you. Reach out to us on LinkedIn and don’t forget to subscribe so you never miss an episode. And if you found value in today’s conversation, please leave us a review. It really helps other wind energy professionals discover the show for Rosie, Yolanda and Matthew. I’m Alan Hall, and we’ll see you here next week on the Uptime Wind Energy Podcast.

Shayna Steele is a soul, jazz and blues singer extraordinaire. This woman has done it all. She has performed at major venues all over the world including the Monterey Jazz Festival, North Sea Jazz Festival and with a whole bunch of Symphony Orchestras including over 100 North American orchestras. She's performed with Chris Botti, Moby and Snarky Puppy to name just a few. She has sung on the soundtrack albums for Wicked, Bourne Identity and Sex and the City 2. She made a guest appearance on The Sopranos. She was in the hit musicals RENT and Jesus Christ Superstar, and she played an original roll in Hairspray. She's done background vocals for Bette Midler, Rihanna, and Kelly Clarkson. And she's released 4 hit albums.My featured song is my reimagined version of The Kinks' “You Really Got Me”, from the album The Queen's Carnival by my band Project Grand Slam. Spotify link.—-----------------------------------------------------------The Follow Your Dream Podcast:Top 1% of all podcasts with Listeners in 200 countries!Click here for All Episodes Click here for Guest List Click here for Guest Groupings Click here for Guest TestimonialsClick here to Subscribe Click here to receive our Email UpdatesClick here to Rate and Review the podcast—----------------------------------------CONNECT WITH SHAYNA:www.shaynasteele.com—----------------------------------------ROBERT'S LATEST RELEASE:“MA PETITE FLEUR STRING QUARTET” is Robert's latest release. It transforms his jazz ballad into a lush classical string quartet piece. Praised by a host of classical music stars.CLICK HERE FOR YOUTUBE LINKCLICK HERE FOR ALL LINKS—---------------------------------------ROBERT'S RECENT SINGLE“MI CACHIMBER” is Robert's recent single. It's Robert's tribute to his father who played the trumpet and loved Latin music.. Featuring world class guest artists Benny Benack III and Dave Smith on flugelhornCLICK HERE FOR YOUTUBE LINKCLICK HERE FOR ALL LINKS—--------------------------------------ROBERT'S LATEST ALBUM:“WHAT'S UP!” is Robert's latest compilation album. Featuring 10 of his recent singles including all the ones listed below. Instrumentals and vocals. Jazz, Rock, Pop and Fusion. “My best work so far. (Robert)”CLICK HERE FOR THE OFFICIAL VIDEOCLICK HERE FOR ALL LINKS—----------------------------------------Audio production:Jimmy RavenscroftKymera Films Connect with the Follow Your Dream Podcast:Website - www.followyourdreampodcast.comEmail Robert - robert@followyourdreampodcast.com Follow Robert's band, Project Grand Slam, and his music:Website - www.projectgrandslam.comYouTubeSpotify MusicApple MusicEmail - pgs@projectgrandslam.com  

Major automakers like General Motors and Ford are facing massive losses in the electric vehicle market, totaling a staggering $114 billion. GM, under CEO Mary Barra, initially championed an all-electric future but has since faced significant setbacks, including billions in write-downs due to its failed EV strategy. Ford has also suffered substantial losses, raising questions about the leadership of its CEO, Jim Farley. While global EV sales are increasing, the majority of these sales are concentrated in China, with North American sales lagging significantly. Tesla, Rivian, and Kia have all experienced sales declines, further highlighting the challenges in the US EV market. Even Porsche is scaling back its EV ambitions due to tepid demand, signaling a broader shift away from complete EV dependence.

Is there more than hot air behind the CBAM regulations now in full effect in the EU? How should the North American fastener industry view these new mandates? Braving conditions created by inevitable climate change, the gas loving Charlie Kerr of Kerr Lakeside offers his views from the ski slopes of Lake Tahoe (1:42:54). Würth Industry USA compliance officer Danielle Riggs provides more sober commentary from the conventional setting of her office (14:52). On the Fastener News Report, Brighton Best International president Jun Xu joins senior news editor Mike McNulty with strong FDI numbers, and plenty of reaction from the market (44:40). Thread guru Carmen Vertullo presents options for meeting non-conformance situations on the Fastener Training Minute (1:32:28). BONUS: Where is the sweet spot in new warehouse space? (38:07) Brian and Eric look ahead to significant warming as they consider who vandalized the Sphynx. Run time: 02:43:50

TCL made one of the biggest impressions at CES this year, showcasing new television technology, massive screen sizes, advanced audio, portable projection, and emerging AR experiences.Marc Aflalo is joined by Bruce Walker, Product Evangelist at TCL, to break down everything announced at the show and what it means for consumers heading into 2026. From next-generation SQD Mini LED displays and record-setting brightness to 98-inch and 115-inch screen options becoming more accessible, TCL is pushing performance, scale, and value across the entire home entertainment lineup. The conversation also explores integrated Bang & Olufsen audio, Dolby FlexConnect wireless sound expansion, AI-powered picture and sound processing, and deeper Google Gemini integration designed to simplify how viewers discover and enjoy content. Beyond televisions, TCL highlights portable smart projectors, gaming-focused monitors, and augmented reality glasses that point toward the future of connected entertainment. Bruce shares how TCL's vertical integration, rapid product availability after CES, and leadership in large-screen and Mini LED categories are shaping the company's strategy for the North American market and positioning 2026 as a defining year for the brand. Subscribe for more conversations with the people building the future of technology, home entertainment, and innovation. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

» Produced by Hack You Media: pioneering a new category of content at the intersection of health performance, entrepreneurship & cognitive optimisation.Instagram: https://www.instagram.com/hackyoumedia/Website: https://hackyou.media/Richard Cooper (Entrepreneur in Cars) is a men's coach who helps guys navigate relationships after getting destroyed by his own divorce, and this conversation breaks down why the nice guy strategy fails, how women punish you for giving them everything they ask for, and why successful men throughout history never committed to sexual exclusivity.Richard explains the fundamental disconnect—women demand full commitment, including sexual monogamy, but when you give them the complete package, they often lose interest and punish you. Learn why 43% of North American kids are raised in single-parent households producing boss girls and weak beta males, how daddy issues create women who don't value masculinity, and why tattoos are the most criticised red flag.The harsh reality: paying attention to behaviour versus what people say applies universally in relationships and business.00:00 Introduction02:00 First impressions of Dubai and why he's exploring relocation04:26 Why modern dating is a minefield for young men08:52 The concept of ‘beta-tization' through small daily concessions11:39 Should couples live together or live separately long-term?18:06 The idea that commitment and exclusivity aren't always linked21:49 How the legal system punishes men after breakups27:39 Why modern marriage is a raw deal for most men31:44 Navigating love and ambition when building a business37:14 Social media as a threat to relationship stability40:59 How young men should focus on building long-term value45:08 Tattoos, trauma, and the markers of red flags50:48 Green flags and the women who nurture, not demand52:19 Where to find high-quality women—and why the West struggles58:53 Expectations, disappointment, and better understanding women01:05:46 The risks of fatherhood and how to vet properly» Escape the 9-5 & build your dream life - https://www.digitalplaybook.net/» Transform your physique - https://www.thrstapp.com/» My clothing brand, THRST - https://thrstofficial.com» Custom Bioniq supplements: https://www.bioniq.com/mikethurston • 40% off your first month of Bioniq GO • 20% off your first month of Bioniq PRO» Join our newsletter for actionable insights from every episode: https://thrst-letter.beehiiv.com/» Join Whoop and get your first month for free - join.whoop.com/FirstThingsThrst» Follow RichardInstagram: https://www.instagram.com/the_unplugged_alpha/?hl=enBooks: https://www.amazon.com/stores/author/B00D4NYPAG?ccs_id=cae3e395-4020-4c99-ac68-456648f0baeb

Michelle Knudsen, celebrated author of over fifty children's books (and a personal favorite) agreed to interview Mel Rosenberg on the eve of publication of the North American version of Emily Saw A Door (Orit Magia, illustrator, Random House Studio, Feb. 24th, 2026), Mel's debut picture book overseas. We talk about how Emily Saw A Door came to be, the author's journey and process. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network

Epic STORY of the fascinating background events to the American Civil War (1861-65) as seen from a North American perspective. Enjoy this History of North America PLUS episode! Canada and the American Civil War: PRELUDE TO WAR by Mark Vinet (non-fiction history paper book, audio book, eBook) is available at https://amzn.to/4mQeilx ENJOY Ad-Free content, Bonus episodes, and Extra materials when joining our growing community on https://patreon.com/markvinet SUPPORT this channel by purchasing any product on Amazon using this FREE entry LINK https://amzn.to/3POlrUD (Amazon gives us credit at NO extra charge to you). Mark Vinet's HISTORICAL JESUS podcast at https://parthenonpodcast.com/historical-jesus Mark's TIMELINE Video channel: https://youtube.com/c/TIMELINE_MarkVinet Website: https://markvinet.com/podcast Facebook: https://www.facebook.com/mark.vinet.9 Twitter: https://twitter.com/MarkVinet_HNA Instagram: https://www.instagram.com/denarynovels Mark's books: https://amzn.to/3k8qrGM See omnystudio.com/listener for privacy information.

Six Flags is rolling out a simplified season pass structure. Silver passes grant access to a single park. Gold passes now cover all parks within a regional tier: East, Midwest, Texas, or West. Prestige passes unlock the entire North American chain. Existing gold passholders who added the All Park upgrade are automatically bumped to Prestige, and for a limited time, gold passes are available at the silver price at select parks. Is this simply a turnstile play? Or is it a hedge to keep customers when they close future parks? Disney's Experiences segment posted $10 billion in quarterly revenue with 6% growth, carrying a company where Entertainment lost 35% of its income and Sports dropped 23%. Disney credited its newest cruise ships for the growth but flagged international visitation headwinds at domestic parks. Against that backdrop, Josh D'Amaro replaces Bob Iger as CEO on March 18, becoming the first person in the top job who has actually run a theme park. The Wall Street Journal framed the succession as a contest for Disney's soul between real-world and on-screen entertainment. With the parks propping up the rest of the company, D'Amaro's promotion raises a question worth watching: is this good for the guest experience, or just good for the balance sheet? Listen to weekly BONUS episodes on our Patreon.

Stijn Schmitz welcomes back Shawn Khunkhun to the show. Shawn Khunkhun is CEO, President, & Director, Dolly Varden Silver Corp. The interview centers on the current state of the precious metals market, with a particular focus on silver and gold. Khunkhun explains that silver has been in a structural deficit for years, with annual demand exceeding supply by approximately 200 million ounces. After a significant price surge from $40 to $120, the market recently experienced a correction, which Khunkhun views as a healthy part of the bull market. Khunkhun remains bullish on silver, arguing that production cannot meet demand until the next decade. He highlights growing industrial demand, particularly from the electric vehicle market and solar panel industries. The silver market is complex, with only one in four ounces coming from primary mines, making price incentives challenging for producers. The conversation shifts into geopolitical factors affecting precious metals, including the growing divide between physical and paper markets. Khunkhun emphasizes the different cultural attitudes towards gold and silver in Eastern and Western countries, noting that many regions view these metals as critical wealth preservation tools, especially during economic uncertainty. Recently, Dolly Varden merged with Contango Ore in a strategic move to create a more robust precious metals company. Khunkhun sees this as an opportunity to leverage Contango’s cash flow and expertise to develop Dolly Varden’s silver properties, creating a unique North American precious metals business. Looking ahead, Khunkhun believes the precious metals market is still in its early stages. He anticipates continued volatility but sees significant potential for growth, particularly if global asset allocation to precious metals increases from its current less than 0.5%. He remains optimistic about gold and silver, suggesting potential prices of $150 per ounce for silver and potentially $8,000 to $9,000 per ounce for gold in the future. Timestamps:00:00:00 – Introduction00:00:41 – Precious Metals Volatility Surge00:03:02 – Strong Bull Case Silver00:04:20 – Incentivizing Silver Production Levels00:06:34 – Industrial Demand Substitutions00:09:09 – Paper vs Physical Markets00:11:33 – Geopolitical Physical Demand00:16:00 – Silver Premiums East/West00:21:15 – Gold Future Recession Impact00:24:12 – Financial Reset Possibilities00:26:17 – Company Merger Rationale00:31:22 – Mining M&A Activity State00:39:22 – Volatility Concerns Guest Links: Website:: https://dollyvardensilver.com X: https://x.com/SilverVarden LinkedIn: https://www.linkedin.com/company/dolly-varden-silver-corp YouTube: https://www.youtube.com/channel/UCK4YE6ftyxv4G-6zu9BYJvgerved=0 Mr. Shawn Khunkhun has over 20 years of expertise in capital markets and mineral exploration, with a strong focus on creating shareholder value. Over his career, he has facilitated over $2 billion in capital raises, playing a transformative role in advancing exploration, development, and production companies. In his leadership roles as CEO, Director, and Executive Chairman, Mr. Khunkhun has been instrumental in elevating the profiles of undervalued companies and driving strategic growth. Mr. Khunkhun's success in incubating and scaling companies through capital raises, acquisitions, and spinouts is powered by an extensive network of high-net-worth investors, private equity, institutional investors, analysts, brokers, and bankers. Mr. Khunkhun currently serves as a Director of Goldshore Resources and Gladiator Metals and as Director & Executive Chairman of Strike Point Gold. Additionally, he advises West Red Lake Gold Mines, Nations Royalty, and NexGold and is the Founder of Argenta Silver.