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In the Energy News Beat – Conversation in Energy with Stuart Turley, Matt Willer, Managing Director, Capital Markets, Partner Phoenix Capital Group Holdings, LLC discuss the financial markets' role in energy, particularly the future demand for energy driven by AI and technology. Willer emphasizes the long-term need for hydrocarbons, despite political trends towards net-zero goals. They also touch on the increased discipline in the oil industry, the volatility of energy investments, and how private equity is playing a significant role in the sector. Willer highlights that, despite the political environment, U.S. energy independence remains crucial.Matt thank you for stopping by the podcast, I had a blast - StuHighlights of the Podcast00:00 - Intro01:21 - Energy Markets and Financial Instability01:47 - Election Impact on Energy02:48 - AI, Technology, and Energy Demand03:40 - AI's Power Demand and Technology Acceleration05:50 - Oil and Gas Investments06:22 - Oil as a Stable Investment07:33 - ESG and Oil Investment Discipline09:29 - Stealth Money in Oil and Gas10:45 - U.S. Energy Independence12:35 - Trump vs. Biden Administration on Energy14:10 - How to Find Matt Willer15:09 - Closing RemarksPlease follow Matt on his LinkedIn HERE: https://www.linkedin.com/in/matt-willer-30b61720a/Check out Phoenix Capital HERE: https://phxcapitalgroup.com/for the full transcript: https://theenergynewsbeat.substack.com/p/from-energy-uncertainty-to-oil-profits
Japan set out to phase out the use of nuclear power plants after the country's worst nuclear accident at the tsunami-crippled Fukushima No. 1 plant in March 2011, when the now-defunct Democratic Party of Japan was in power.
Jason Peart, GM of Strategy and Development at Sage Geosystems, joins the show to outline the many ways geothermal energy is advancing to provide diverse solutions for the world's booming growth in power demand. Jason walks us through some need-to-know information about the latest trends and technologies related to geothermal energy, including how progress is being made on using geothermal for energy storage. Jason also shares details about a partnership Sage recently formed with Meta to power data centers, as well as the work Sage is doing with the US Army and California Resources Corporation.Sign up for the Renewable Energy SmartBriefFollow the show on Twitter @RenewablesPod
One of the country's experts on data centres says the use of artificial intelligence will explode energy demand.
In this episode of the Insider's Guide to Energy, host Chris Sass sits down with Thomas Byrne, CEO of Clean Capital, to discuss the critical role corporates play in driving the clean energy transition. Byrne emphasizes the urgent need for companies to step up their investments in renewable energy to meet rising power demands, driven by data centers and AI growth. He explains how clean energy leaders can accelerate the transition by engaging in tax equity markets and leveraging their financial power to support sustainable initiatives. Byrne shares insights on the evolving energy landscape, highlighting the challenges of rising energy demand and the slowing decommissioning of fossil fuel plants. He discusses how Clean Capital is helping corporates navigate these complexities, stressing the importance of strategic collaboration between energy providers and large companies to meet both economic and environmental goals. Byrne also touches on the impact of regulatory changes, including the Inflation Reduction Act and Basel III, on clean energy financing. Listeners will gain valuable knowledge about the future of renewable energy, the increasing demand for power, and how corporates can lead the way in funding and supporting clean energy solutions. This episode is a must-listen for energy leaders, corporate decision-makers, and anyone interested in the intersection of clean energy, corporate responsibility, and the financial mechanisms driving the energy transition. We were pleased to host: https://www.linkedin.com/in/thomas-byrne-b72ab524/Visit our website: https://insidersguidetoenergy.com/
For the world to meet its growing need for low-cost clean energy and achieve ambitious decarbonization targets, land-based onshore wind energy must be an increasingly large part of the electricity generation mix—potentially as much as 20-41% by 2050, according to BloombergNEF and the International Energy Agency (IEA). But there is a challenge: the most efficient and cost-effective wind turbines, currently applied only in offshore wind farms, have enormous blades—some longer than a football field. That makes them extremely difficult, if not impossible, to deliver and deploy, as bridges, tunnels, and road curves literally get in the way.To explore how the onshore wind industry can overcome these obstacles and drive further growth for the sector, Gil Jenkins spoke with Mark Lundstrom, Founder and CEO of Radia. Mark is a serial cross-industry entrepreneur and MIT aerospace engineer who has co-founded companies over the course of his career that seek to bring aerospace solutions to new sectors, including biotech, telecommunications, and materials science. With Radia, Mark is focused on applying these technologies to the low-carbon energy transition. Radia is in the process of building the world's largest aircraft, which will enable the deployment of the industry's biggest and best wind turbines to locations they could never reach before—creating more clean power at a lower cost.Links:Radia WebsiteMark Lundstrom on LinkedInRadia on LinkedInPress Release:Radia to Provide Low-Cost Clean Energy with the World's Biggest Wind Turbines Enabled by the World's Largest Aircraft (March 17, 2024)Press Release: Aerospace Leaders Aernnova, Leonardo and AFuzion Will Partner With Radia to Build WindRunner™, World's Largest Aircraft (July 16, 2024)Whitepaper: DeSolve Study: GigaWind has enormous economic and environmental impact (Princeton University researchers Dr. Jesse Jenkins and Dr. Nestor Sepulveda - September 1, 2023)Episode recorded August 22, 2024 Email your feedback to Chad, Gil, and Hilary at climatepositive@hasi.com or tweet them to @ClimatePosiPod.
Join CFC's Chris Whittle in an update on recent growth in electric demand and what is driving the increase in the commercial power sector, including the top 10 states seeing the most electricity consumption.
Join Varun Sablok, Director, Igneo North America and Dan Watts, CEO, US Signal as they discuss Igneo's first North American Infrastructure Technology related investment US Signal. Follow the discussion as they discuss the cloud, networks, fibre connectivity and the key focus of latency and security as well as the implications from the growth of Artificial Intelligence and hyper-scaling on the US power grid.
In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Michael Tanner and Stuart Turley discuss various topics, including the volatility in oil prices, geopolitical tensions in the Middle East, and the impact of energy policies on industry. They highlight Chevron's move to Texas due to unfavorable policies in California, the rising global power demand, and the ongoing challenges faced by U.S. shale producers. Additionally, they critique the Biden administration's green energy spending and discuss the implications of recent court rulings on U.S. LNG export terminals.Highlights of the Podcast00:00 - Intro01:17 - Global Power Demand Is Soaring, IEA Expects 4% Growth in '24 & ‘2503:09 - Chevron Taking Its Headquarters To Texas05:30 - Israel, Mideast Markets Fall on Iran Threat, Global Stock Plunge07:27 - Shale Keeps Getting Leaner and Meaner12:32 - Saudi Aramco Sees Oil Demand Rising by 1.6 Million Bpd in Second Half of 202414:29 - Biden Is Dumping Billions Of Tax Dollars Into ‘Green' Projects Before Leaving Office15:55 Court pulls permit for NextDecade's US LNG export terminal18:08 - OutroPlease see the links below or articles that we discuss in the podcast. Global Power Demand Is Soaring, IEA Expects 4% Growth in '24 & ‘25August 2, 2024 Mariel AlumitENB Pub Note: We recommend following and subscribing to Robert Bryce's Substack. I have thoroughly enjoyed my conversations with him on my podcasts. Electricity is the world's most important and fastest-growing form of energy. […]Chevron Taking Its Headquarters To TexasAugust 2, 2024 Stu TurleyU.S. oil and gas giant Chevron announced Friday it will relocate its corporate headquarters from its long-time location in San Ramon, hashtag#California to Houston, hashtag#Texas in the coming months. In a release, the company said […]Israel, Mideast Markets Fall on Iran Threat, Global Stock PlungeAugust 5, 2024 Stu TurleyIsraeli markets drop; US sees Iranian attack in 24-48 hours Saudi, Egyptian, Turkish stocks, bonds, currencies also hurt Financial markets across the Middle East tumbled Monday, as concerns over a potential Iranian attack on Israel […]Shale Keeps Getting Leaner and MeanerAugust 5, 2024 Mariel AlumitU.S. oil production dipped by 61,000 barrels daily in May, the EIA reported this week, confirming what many already expected: continued stringent discipline among drillers. But those expectations may have been misleading because now some producers are […]Saudi Aramco Sees Oil Demand Rising by 1.6 Million Bpd in Second Half of 2024August 6, 2024 Mariel AlumitSaudi Aramco's CEO has forecast a strong increase in global oil demand for the second half of the year, ranging from 1.6 to 2 million bpd. Aramco's outlook contrasts with the more cautious forecasts from […]Biden Is Dumping Billions Of Tax Dollars Into ‘Green' Projects Before Leaving OfficeAugust 7, 2024 Mariel AlumitBiden's federal agencies are giving billions in taxpayer-funded grants for an assortment of climate boondoggles around the country. With its July 22 announcement that it is disbursing $4.3 billion in taxpayer-funded grants for an assortment […]Court pulls permit for NextDecade's US LNG export terminalAugust 7, 2024 Mariel AlumitA ruling by the D.C. Circuit Court has revoked NextDecade's permit issued by the Federal Energy Regulatory Commission (FERC) for its Rio Grande LNG export terminal in Texas. In a case put in front of […]Follow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing In 2024– Get in Contact With The Show –
As global power needs surge, nuclear energy is trying to reclaim its role as a cornerstone of base load power generation. Explore how advancements in nuclear technology and regulatory frameworks are revitalizing this established energy source. Gain valuable perspectives from industry expert Jimmy Fortuna, Chief Product Officer at Enverus, on the pivotal role of nuclear energy in meeting future energy demands while addressing environmental concerns.
New MBIE data reveals New Zealanders will be using 80% more power than we do now by 2050. It shows demand is expected to grow as fossil fuel use switches to electricity, electric vehicles increase, and new demand, such as data centres, come online. MBIE market manager Mike Hayward told Mike Hosking he's confident we can rely more on electricity from renewable sources. He says the last quarter showed a 51% increase in generation from solar. LISTEN ABOVE See omnystudio.com/listener for privacy information.
Driven by the AI boom, data centers' energy demand could account for 9% of U.S. power generation by 2030, according to the Electric Power Research Institute. That's more than double current usage. So how do we meet that demand? And what impacts will it have on the grid and decarbonization? In this episode, Shayle talks to Brian Janous, former vice president of energy at Microsoft and current co-founder of Cloverleaf Infrastructure. Brian talks through the options for meeting data center demand, including shaping computational loads to avoid system peaks and deploying grid-enhancing technologies. He and Shayle also cover topics like: Why AI-driven demand will be big, even with “zombie requests” in the interconnection queue How hyperscalers are “coming to grips” with the reality that they may not hit decarbonization targets as quickly as planned Why Brian thinks efficiency improvement alone “isn't going to save us” from rising load growth Why Brian argues that taking data centers off-grid is not a solution Options for shaping data center load, such as load shifting, microgrids, and behind-the-meter generation How hyperscalers could speed up interconnection by shaping computational loads Recommended Resources: Electric Power Research Institute: Powering Intelligence: Analyzing Artificial Intelligence and Data Center Energy Consumption The Carbon Copy: New demand is straining the grid. Here's how to tackle it. Federal Regulatory Energy Commission: Report | 2024 Summer Energy Market and Electric Reliability Assessment Make sure to listen to our new podcast, Political Climate – an insider's view on the most pressing policy questions in energy and climate. Tune in every other Friday for the latest takes from hosts Julia Pyper, Emily Domenech, and Brandon Hurlbut. Available on Apple, Spotify, or wherever you get your podcasts. Be sure to also check out Living Planet, a weekly show from Deutsche Welle that brings you the stories, facts, and debates on the key environmental issues affecting our planet. Tune in to Living Planet every Friday on Apple, Spotify, or wherever you get your podcasts.
The artificial intelligence boom is unexpectedly benefiting the utilities sector, driving up power demand and stock prices. The S&P 500 Utility Index has rallied over 10% this year, making it one of the top-performing sectors. Companies like Vistra and Constellation Energy have seen significant gains, with valuations remaining attractive as earnings keep pace. However, power capacity concerns and the need for infrastructure investment could impact the sector's growth. If addressed, utilities are expected to continue their strong performance, potentially boosted by declining interest rates. --- Send in a voice message: https://podcasters.spotify.com/pod/show/tonyphoang/message
A book recommendation: Data Center Handbook [Geng, et al.]Interviews & Resume preparationAI & power demand: paths ahead and lessons from NoVAAI in the data centerSupport the Show.
Transpower has asked households to conserve energy to avoid the possibility of power cuts - due to a potential electricity supply shortfall. Major Electricity Users' Group chair John Harbord spoke to Ingrid Hipkiss.
Watch CFC Vice President Jan Ahlen for insights on data center growth and how artificial intelligence may drive significant power demand.
Steve Grzanich has the business news of the day with the Wintrust Business Minute. A new report says artificial intelligence could result in a 900% increase in power demand by Chicago area data centers. 25 data center projects, currently undergoing engineering studies, would consume 5 gigawatts of power. That would equal the output of five […]
Data centres centers used to have power demand measured in the tens of megawatts. Now they are in the hundreds of megawatts, and the new ones that are being proposed have demand in the thousands of megawatts: gigawatts. At Distributech in Feburary, Harry Sideris of Duke Energy said it used to be a big deal when they had a customer wanting to add 10MW or 20MW of load. Now they have several planned data centers for AI needing 1000MW each. How is this additional demand being met? According to Duke, with a lot more renewables, more gas, and eventually more nuclear. What does that mean for net zero goals? Despite the growth in renewable energy sources, the anticipated 25% increase in gas-fired generation over the next 15 years in the US raises concerns for achieving net zero, especially when compared to the expected triple-digit growth rates for onshore wind and utility-scale solar. On this episode of Wood Mackenzie's The Energy Gang, Ed Crooks is joined by Amy Myers-Jaffe, Director of NYU's Energy, Climate Justice and Sustainability Lab, who returns to the show to explore the feasible paths to net zero in light of increased energy demand. Also joining this week is Samantha Gross, Director of the Energy Security and Climate Initiative at the Brookings Institution. Together they debate the plans for demand management, and stocktake on global warming goals set at the Paris Agreement.Is it time to give up on the 1.5 degree target? The world looks like crossing the threshold set in 2015 at COP21 to limit global warming to 1.5 degrees, to mitigate and ultimately avoid catastrophic climate breakdown. John Kerry, who just stepped down as President Joe Biden's climate envoy, said recently that the world was on course for more like 2.5 degrees of warming. Many businesses still have alignment with a 1.5 degree scenario as part of their climate goals but we've just experienced a year of temperatures more than 1.5 C above pre-industrial levels. And finally, the EV market is – contrary to popular opinion – doing just fine. In China, things are more than fine; prices are falling and sales are skyrocketing. Sales of what China calls “new energy vehicles” – that is, battery electrics, plug-in hybrids, and fuel cell vehicles – were up 37.5% in the first two months of 2024 compared with the same period of 2023. In that period – January and February of 2024 – those New Energy Vehicles took 33.5% of the car market. The prices are on the way down too. Reuters has calculated that BYD has cut the prices of its EVs by an average of 17%. What does this mean for the US market?See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
What will it take to meet the nation's rising power demand? NARUC President and North Dakota Public Service Commissioner Julie Fedorchak joins EPSA President and CEO Todd Snitchler for this episode, where she shares the initiatives that she has taken to solve the challenges facing a system being asked to perform in ways it has never had to before. Fedorchak unpacks her concerns for power grid reliability amidst a changing resource mix, and why the Peace Garden State continues to prioritize dispatchable generation. Liked this episode? Share it on X @EPSANews or LinkedIn at Electric Power Supply Association. Want more competitive power updates? Sign up for our monthly Power Moves newsletter.
Pre-Show Harvard report on housing in the USA (https://www.jchs.harvard.edu/sites/default/files/reports/files/Harvard_JCHS_Americas_Rental_Housing_2024.pdf) makes the obvious conclusion that homelessness is all about prices, wages are stagnant or falling while housing is getting more expensive due to both constrained supply and the use of real estate as an investment vehicle Dashboard | Truflation (https://truflation.com/dashboard) Gavin Newsom Witnesses Shoplifting (https://www.youtube.com/shorts/PxjySys6qM0) SNL - Debanking Weekend Update (https://www.youtube.com/watch?v=QLt6xK33mUc) News While the U.S. Whitehouse pushes for a new edict to register all bitcoin mining (https://tftc.io/eia-bitcoin-mining-survey/) in the USA, including GPS coordinates of miners, power demand from AI companies is keeping coal burning powerplants operation (https://archive.ph/spRaU) past their intended EOL Economics Arthur Hayes' thinks that Bitcoin will go down and then up (https://blog.bitmex.com/yellen-or-talkin/) ... no duh Rember Evergrande? A Hong Kong court has ordered liquidation (https://www.reuters.com/business/embattled-china-evergrande-back-court-liquidation-hearing-2024-01-28/) of the company's assets, which spells trouble for Chinese savers The US Federal Reserve's Bank Term Funding Program will stop bailing out US Bank (https://www.frbdiscountwindow.org/GeneralPages/bank_term_funding_program#:~:text=What's%20New%3A%20On%20January%2024,scheduled%20on%20March%2011%2C%202024.)'s underwater treasury portfolio's in March while US Regional banks are still under financial pressure (https://www.reuters.com/markets/us/us-regional-bank-sell-off-cautionary-sign-more-pain-come-2024-02-02/) U.S. regional banking shares tumble for second straight day (https://www.cnbc.com/2024/02/01/us-regional-banking-shares-tumble-for-second-straight-day.html) Western Alliance Bancorp's shares fell 4.8%, while those of Valley National Bancorp dropped 5%. Comerica's (CMA.N), opens new tab shares fell 2.1%. The S&P 500 Banks index fell roughly 1.2%. The fall of U.S. regional banks stocks on Wednesday translated into $685 million in paper profits for short sellers, according to data and analytics company Ortex. US regional banks tumble for second straight day on NYCB woes | Reuters (https://www.reuters.com/business/finance/us-regional-banking-shares-under-lens-after-nycb-slide-2024-02-01/) Holger Zschaepitz on X (https://twitter.com/Schuldensuehner/status/1750635611592020171) Borrowing from Fed's emergency lending program rose to a fresh record, just before Fed raised the facility's interest rate to stop financial institutions from taking advantage and arbitraging on its attractive terms. Demand for Bank Term Funding Program rose $6.3bn to an ATH of $167.8bn. Borrowing has jumped by $50bn since mid-November after program's rate increasingly fell below the rate at which institutions could earn money by parking reserves at Fed. Any increase from here is not arbitrage-driven. (BBG) Image https://pbs.twimg.com/media/GEuBrOUWUAA_5E7?format=png&name=small Privacy Has Finnish law enforcement cracked Monero traceability (https://protos.com/did-law-enforcement-in-finland-crack-moneros-privacy-technologies/) or did a hacker accidentally upload his home folder (https://krebsonsecurity.com/2022/11/hacker-charged-with-extorting-online-psychotherapy-service/) during an extortion drop? Bitcoin Education Bitcoin Optech #287 covers a new replace by fee model (https://bitcoinops.org/en/newsletters/2024/01/31/) as well as more discussion of 'exogenous fee' incentives Feedback Remember to get in touch bitcoindadpod@protonmail.com or @bitcoindadpod (https://mobile.twitter.com/bitcoindadpod) on twitter Consider joining the matrix channel (https://matrix.to/#/#bitcoin:jupiterbroadcasting.com) using a matrix client like element (https://element.io/get-started), details here (https://www.jupiterbroadcasting.com/community/matrix/) Thank you Boosters If you get some value from this show, please consider sending a boost. Hearing from you means a lot to us! Send a Boost via the Podcast Index web page. No Podcast app upgrade required. Install Alby (https://getalby.com/) Find the Bitcoin Dad Pod on the Podcast Index (https://podcastindex.org/podcast/5049889) Boost right from the page! Send a re-ocurring or one-off lightning boost to the show with no message at bdadpod@getalby.com or directly to Chris at chrislas@getalby.com Value for Value Podcasting 2.0 to support an indepenent podcasting ecosystem (https://podcastindex.org/) Recomended Podcasting2.0 apps: Fountain (https://www.fountain.fm/) podcast app (Android) Podverse (https://podverse.fm/) (Cross platform and self hostable) + Alby (https://getalby.com/) for boosts Castamatic (https://apps.apple.com/us/app/castamatic-podcast-player/id966632553) (Apple) Sponsors and Acknowledgements Music by Lesfm from Pixabay Self Hosted Show (https://selfhosted.show/) courtesy of Jupiter Broadcasting (https://www.jupiterbroadcasting.com/)
As President Biden's green industrial policies reignite the US manufacturing base, AI computing workloads soar, and machines across the economy turn electric, the power grid is facing an historic increase in demand. After almost two decades of flat electricity consumption, suddenly America's grid planners are doubling their forecasts for demand – raising the urgency for new infrastructure. This week, we'll ask: what's needed, and what happens if we can't build it? Then, some major changes in the world of tax finance. We'll look at how transferable tax credits are opening up new kinds of deals for clean energy – and take a deeper dive into the long-awaited and controversial details of hydrogen tax credits. Katherine Hamilton of 38 North and Shalini Ramanathan of Quinbrook Infrastructure Partners join us this week to sift through these trends. Subscribe to Latitude Media's newsletter to get weekly updates on tech, markets, and deals across clean energy and climate tech.
Today we had the pleasure of hosting Rob Gramlich, Founder and President of Grid Strategies. Rob previously oversaw transmission and power market policy for the American Wind Energy Association as SVP and Interim CEO, served as Economic Advisor to FERC Chairman Pat Wood III, and was Senior Economist at PJM Interconnection. Grid Strategies is a power consulting firm headquartered in Washington, D.C. that helps their clients advance grid integration solutions. Given the recent winter weather much of the US and Canada is experiencing, this was a particularly timely discussion and we were thrilled to hear Rob's insight on power demand growth, infrastructure buildout, cost, and reliability. Our discussion with Rob focused on a report Grid Strategies recently published titled “The Era of Flat Power Demand is Over” (linked here). Rob first shares background on the Grid Strategies team and the inspiration behind writing the report. We cover aspects from the report including the need for the power industry as well as legislators and regulators to acknowledge sharply increased demand forecasts and the need for action, factors contributing to increased power demand, including data centers and AI-driven technologies, the influential players in Washington contributing to shaping policies, regions with notable growth, reliability and resource adequacy, and the need for large-scale robust transmission planning. Rob shares his thoughts on regional differences in power markets and some of the unique market designs, concerns about supply and demand challenges and its effect on rising costs, changing dynamics in the power industry and the power “basketball team” lineup, global comparisons, behind-the-fence power generation, and more. Thank you, Rob, for sharing your insights with us all! We learned a lot. Power has undoubtedly become such an important issue and a topic to which we have dedicated several episodes. The most recent episodes include John Bear from MISO (linked here) and Jim Robb with NERC (linked here). Last year, we also visited with ERCOT (linked here). You may remember that in the ERCOT show, we called on our friends at Orennia to provide analytics around Texas power. For today's discussion, the team at Orennia provided additional data on summer and winter Effective Load Carrying Capability (ELCC) for solar and wind and cumulative coal retirements up to 2040 (linked here). To kick us off, Mike Bradley highlighted recent key issues across the regulatory, commodity market and energy/electricity space. On the regulatory front, the U.S. Supreme Court will be hearing arguments this week relating to the historical Chevron Deference decision; a decision to reverse could have huge implications for highly regulated industries, like the energy industry, as power to regulate could shift away from Alphabet-Letter Agencies (like the EPA and others). On the commodity front, WTI oil price continues to be stuck in a bit of a trading range (low-$70s/bbl) given that Red Sea ship rerouting/growing Middle East conflict is getting countered by global crude oil S/D that looks modestly oversupplied in Q1'24 without additional OPEC+ production cuts. He noted that U.S natural gas prices have completely round-tripped this week (down $0.30-$0.35/MMBtu to
Karnataka is facing a power, shortage, with state govt blaming poor monsoons and 'lack of capacity building'. But it comes in a year when the govt rolled out its free power scheme.
Highlights of the Podcast00:00 - Intro03:18 - Switzerland plans to ban electric cars from the roads in order. Game consoles turned off during power shortages in a bid to reduce energy consumption.05:20 - We'll all pay the price of soaring EV insurance.06:41 - Artificial intelligence, power consumption about to skyrocket, and no one is prepared. 09:28 - LNG prices to soften by end of decade -TotalEnergies CEO11:15 - A new study zaps Biden's plan to transform the electrical grid.14:21 - At least 12 trillion in oil industry investments are needed to prevent a spike in energy prices. OPEC chief says.15:49 - Market Updates17:17 - OutroFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsENBEnergy DashboardENB PodcastENB Substack– Get in Contact With The Show –
Plus, Sanger residents are not happy about the city's plan for rolling power outages to deal with the high demand for energy, and the State Fair of Texas announced it would continue its sensory-friendly mornings for people with autism and their families. KRLD All Local - Aug. 22, 2023
Plus, a Cedar Hill ISD police officer is being hailed a hero after rescuing a baby from a hot car, and when Dallas ISD schools open Monday there will not be armed guards at all school campuses, even though it's required by Texas law. KRLD All Local - Aug. 11, 2023
Plus, the Double Back fire in Johnson County has charred more than 1,300 acres. It was more than 90% contained Thursday morning, and the Frisco ISD community mourns the loss of a student on the first day of school. KRLD All Local - Aug. 10, 2023
Testimony gets underway in the trial of a student accused of opening fire at an Arlington high school 2 years ago. The Texas Rangers sweep their first series after All Star break. KRLD All Local - July 17, 2023
Kees Jansen, director of EV service delivery at BC Hydro, explains how the utility is encouraging the purchase of electric vehicles through charging incentives. He also explains how the province and utility are meeting demand and making it easier to charge in condos and while traveling.
Coal Trading with Hayn Park Coal demand reached an all-time peak in 2022. Prices reached levels not seen for over a decade. China is permitting two new coal fired power plants a week and Germany is burning lignite to meet its power demand. Traders reaped huge rewards trying to connect a fragile, disrupted, supply chain. As the world strives for the energy transition, removing coal from our power mix is vital. Financiers and public companies have made firm commitments to this. This has pushed the coal supply chain into ever more private hands and into a more opaque and volatile arena. What is the coal market? What is its structure? How is it traded? And where is it headed. Our guest is Hayn Park, head of European energy trading at DRW and a veteran energy trader.
The following article of the e-commerce & retail industry is: “Revolutionizing Retail: How Can AI Power Demand and Revenue” by Omar El Gohary, Founder & CTO of G2k Group
Powering Heavy Industry with Manoli YannaghasHeavy industry accounts for one third of power consumption. Many leading industrials and miners have ambitious targets to reach net zero. While renewables deployment capture headlines, what about efficiency? What about demand management? In this episode we dive into how new technologies can help companies understand their power consumption and make significant savings through behavioral and process changes. Our guest is Manoli Yannaghas, founder and CEO of Voltvision. Manoli has spent 20 years managing operating mines and mineral exploration projects in Africa and South America. He has also acted as CEO of a publicly listed mining company, as well as founding a number of small fast-growth technology companies operating in the mining, energy and renewables space. There is currently an opportunity to invest in VoltVision's Series A funding round. If you would like to know more, please email investment@hcgroup.global
As we move through winter 2023, changes in weather and in the power generation mix, government intervention and higher-than-average thermal generating costs contribute to volatility on power markets. To find out how it is impacting Europe's demand for power listen to this podcast, where our regional experts cover all key aspects of the latest developments and share their analysis.
The world is changing fast, but you can learn it at a slower pace.
Transpower predicted power demand could hit a new record this morning - and asked generators to crank up supply. On Tuesday, the national grid operator asked for additional generation on the basis of a forecast cold snap and lower than expected wind. It held a further conference with industry yesterday afternoon. Just over a year ago, Transpower's poor coordination and communication was blamed for 34 thousand households being left without power on the coldest night of the year. So - has demand surged this morning and is supply adequate? Susie speaks with Chief Executive of Transpower Alison Andrews
COVID vaccines are now available for kids 5 and younger, and those vaccines are arriving in Dallas County later today; Employees at Dallas ISD are getting a raise; The three men who drowned in Lake Lavon over the weekend have been identified; Officials at Dallas City Hall are looking for ways to keep coyotes separated from people. KRLD All Local - June 21, 2022
Plus, parents are asking Dallas school leaders what will be done to keep their children safe in schools in the wake of the shooting in Uvalde, the Dallas City Council meeting to discuss the future of city manager T.C. Broadnax was rescheduled to next week, and the man fatally shot by police after he brought a gun into the Duncanville fieldhouse has been identified.
Welcome to Revenue Champion's third episode of Demandism. Where Cognism marketing leaders Alice De Courcy, Liam Bartholomew and Fran Langham give actionable tactics behind executing a demand generation first strategy that delivers month on month marketing revenue growth. This episode of Demandism focuses on building a content engine to power demand and features a special guest, James Sutton, Cognism's Campaign Manager and brains behind Cognism's subject matter expert. Alice, Liam, Fran and James discuss content and demand generation collaboration, content bucketing, subject matter expert and more.
Eskom anticipates its “old and unreliable” system will be unable to handle the demand for power this winter. COO Jan Oberholzer said they will try their best to keep the lights on but SA should not count on it. The power utility implemented stage 2 load-shedding on Tuesday.
How are we going to power the country, as demand for electricity is set to sky-rocket with the transition to a low-carbon economy? New Zealand has committed to achieving net zero emissions by 2050, and the Government has a target of a 100 percent renewable electricity system by 2030.
How are we going to power the country, as demand for electricity is set to sky-rocket with the transition to a low-carbon economy? New Zealand has committed to achieving net zero emissions by 2050, and the Government has a target of a 100 percent renewable electricity system by 2030.
The Chinese saying, 摸着石头过河, translates roughly in English to “touching the stones to cross the river” and describes the need to embrace an often-indirect path to reach a known destination. The saying is relevant this autumn as planners look to the other side of a power shortage affecting more than two-thirds of China's provinces. IHS Markit's Jenny Yang and Lara Dong, both experts China gas and power markets, join EnergyCents this week to discuss what's led to the current shortage of electricity in China, and how we should expect the situation to evolve as planners prepare for a seasonal increase in demand.
4:30 - Topic #1: This week, An Australian company called EV Metals Group Plc plans to invest $3 billion in Saudi Arabia, according to Bloomberg. The investment is a bet on the metals used in batteries for electric vehicles (EVs.) 9:08 - Topic #2: Electricity and Power demand in Saudi Arabia. Electricity demand in Saudi Arabia changing after the implementation of efficiency measures and energy price reforms. KAPSARC projected the growth in total Saudi electricity demand to significantly decelerate over the coming decade compared with the historical trend. Has consumer behavior structurally shifted?14:00 - Topic #3: Saudi Arabia plans to create special economic zones offering incentives to invest in sectors including health care, manufacturing and cloud computing. Investment in the kingdom has been “less than hoped for,” Al-Falih said, according to Bloomberg. “We want to import capital -- and bring back Saudi capital that didn't find opportunities inside our kingdom.”
In this episode of the PowerPulse podcast series, Kevin Ssemwogerere, Corporate Venturing Lead in Wholesale Clients Digital for the Standard Bank PowerPulse platform, joins Alec Hogg to provide more detail on how PowerPulse works. PowerPulse is a new digital platform introduced by Standard Bank that provides alternative energy solutions for large commercial clients by connecting them with appropriate power suppliers. Ssemwogerere delves into solar power as an advanced alternative energy solution and explains that while there is a great demand for and supply of power, the "necessary levers for the right participants in this industry to come together and exchange value have not been there". "The opportunity for us is to come in and be a facilitator of the exchange of value between the participants," he says. "So we've come up with a digital platform called PowerPulse, which brings together - through a matchmaking process - the entity that's looking for solar PV as an option for self-generation of electricity, but also the installer of solar. We sit in the middle of it as the facilitator that helps them to exchange value and ultimately, in a trusted environment, have solar installed, and everybody benefits through this exchange of value.
Scrubber's uptick in the marine sector amid a favorable Hi-5 spread along with demand for high sulfur fuel oil for power consumption in Asia is helping HSFO retain its sheen. In Singapore, the world's largest bunkering port, January-July HSFO sales jumped 33.7% on the year, while many other ports in Asia such as India and Sri Lanka are seeing a marked rise in HSFO inquiries. In the power sector, high global gas and LNG prices have incentivized switching of gas to oil, where applicable. S&P Global Platts' Dr. Kang Wu, head of global demand and Asia Analytics, and Rajesh Nair, managing editor for Asia residual fuels, discuss high sulfur fuels oils and their evolving role in the market with Surabhi Sahu, senior editor for petroleum news.
Thousands of New Zealanders had their power cut off last night on one of the coldest nights of the year. It wasn't a power cut, but a deliberate rolling blackout to manage electricity demand which had reached an all-time high. Transpower's general manager Stephen Jay spoke to Corin Dann.
Thousands of New Zealanders had their power cut off last night on one of the coldest nights of the year. It wasn't a power cut, but a deliberate rolling blackout to manage electricity demand which had reached an all-time high. Energy Minister Megan Woods will be meeting with Transpower and the Electricity Authority this morning for a please explain. Oil and Gas lobby group Energy Resources Aotearoa says outages shows the the supply gap between electricty producers and users has become a gulf. Chief executive John Carnegie spoke to Corin Dann.
In Part 2 of this 4 part series we discuss the M-70, M-100, and M-1 microphones as well as the power demands or requirements for radios,
For some time, many lithium-ion industry participants believed LFP (lithium iron phosphate) would be progressively phased out from electric vehicles due to its intrinsic lower energy density compared with nickel-rich chemistries. However, technology improvements -- coupled with the current market...
S&P Global Platts Battery Metals podcast looks at how cobalt markets are faring during the current coronavirus pandemic. Emmanuel Latham is joined by Battery Metals editor Melvin Goh to discuss the impact of COVID-19 on Chinese cobalt sulfate refining, the developing situation in the DRC,...
Solar Media’s Liam Stoker and Andy Colthorpe record this month’s episode from their respective lockdowns, analysing what the spread of COVID-19 has meant for the global clean energy economy and, crucially, how renewables are responding. Also up for discussion in this episode are the ramifications of power demand fluctuations and the soaring importance of flexibility over capacity.
The December edition of S&P Global Platts Battery Metals podcast takes a look back on 2019. With the year coming to a close, the Battery Metals team explores the highs, lows and very lows that have been experienced over the last 12 months. S&P Global Platts editors Emmanuel Latham,...
Stationary storage takes the stage in the November edition of S&P Global Platts Battery Metals podcast. Senior pricing specialist Emmanuel Latham is joined by Felix Maire, lead analyst on US and European Power Storage markets at Platts Analytics, to discuss the major drivers on this growing...
In this month’s Battery Metals podcast, regional manager Marcel Goldenberg talks to Mark Preston, Team Principal of the Techeetah Formula E racing team, about battery technology and innovation in the world of electric vehicle racing and its possible applications to the everyday use of EVs, as...
Nickel prices have been strong since mid-July, aided by Indonesia's plan to move forward on its ban of unprocessed ore exports beginning in 2020, as well as global supply issues. Three-month nickel prices reached a year-to-date high in September. S&P Global Platts editors Marcel Goldenberg,...
Despite the consensus on lithium demand spiking in about five years from now, the current outlook is challenging producers in many different ways. The bearish price trend triggered different strategies among some of the major worldwide producers, but which of them is more likely to succeed? And how...
Techstination interview: J D Power: Demand for vehicle safety technology threatened by overbearing alerts
S&P Global Platts Battery Metals Podcast brings its focus back to China, the world's largest producer of new energy vehicles and the largest consumer of battery raw materials. In this episode, Platts commodity associate Melvin Goh and metals associate editor Joyce Zhang examine the impact of...
As technology evolves, several researchers are trying to identify the game-changer that could disrupt lithium-ion technologies in the battery space by being more cost effective and delivering longer driving ranges. The low price and high energy density of the potassium-ion technology has brought...
Lithium-ion battery manufacturers are in a quest to develop new, more efficient cathodes -- such as NCM 811—featuring higher energy density which allows electric vehicles to drive for longer distances. In addition to the cathode, there are several other areas of study being researched...
Despite some production issues related to heavy rains in South America, lithium production is expected to keep growing faster than demand this year, especially in the case of lithium hydroxide. S&P Global Platts pricing analyst Marcel Goldenberg in London and battery metals pricing specialist...
China plays a crucial role in the global electric vehicles industry. It consumes more than half of the world's battery raw materials. In this podcast, editor Joyce Zhang and analyst Lucy Tang take a look at the rapid growth of new energy vehicles in China as well as the demand and supply of metals...
S&P Global Platts Market and Methodology Specialist Marcel Goldenberg and battery metals pricing specialist Emmanuel Latham examine recent developments in the global cobalt supply and the potential ramifications on battery feedstocks as we head into 2019. Glencore’s recent announcement...
Brussels to Beijing: Commodity Policy in Europe and Asia Podcast
On July 6, 2018, the United States is expected to put tariffs on an estimated $34 billion worth of Chinese imports - the first shot in what many are describing as a trade war between the two economic giants. China is expected to retaliate, with tariffs on agricultural products, commodities and...
S&P Global Platts Battery Metals Podcast series continues, tracking one of the most-followed topics in the market and how this has impacted lithium carbonate prices over recent weeks. In this edition, Platts looks into the implementation of the 2018 Chinese electric vehicle subsidies that came...
Brussels to Beijing: Commodity Policy in Europe and Asia Podcast
Tackling growing road transport emissions is one of the EU's biggest challenges in meeting its long-term climate change commitments. The European Commission's recent proposals to set CO2 emissions standards for new large trucks from 2025 could be good news for companies like Italy's Snam offering...
S&P Global Platts Battery Metals Podcast series continues, tracking the most-followed topics in the market. In this edition, Platts looks into lithium and how mining techniques differ for one of the lightest metals in the world. The podcast sheds light on what brine and spodumene are, where and...
Battery technology appears to be driving towards the 8:1:1 nickel-cobalt-manganese format from the currently used 6:2:2 version, but with nickel prices a third of what they were at the beginning of the decade, investment into nickel projects has been limited and poses the question of whether the...
Battery metals, the electric vehicle revolution and protectionism versus free trade dominated discussions at this year's FT Commodities Global Summit in Lausanne, Switzerland. But like any gathering of the commodities industry's biggest players, oil pricing and the outlook for energy weren't too...
It's the winter that won't stop in the US, where wholesale electric power markets have been battered by record-setting demand and many prices hit peaks in February. Platts power market reporters Eric Wieser and Kassia Micek walk through the demand peaks of the winter and the impacts on prices. Hear...