Podcasts about power demand

This month, Head of Investments Matt Sallee shares timely insights into the energy sector's evolving landscape:Market Moves: S&P gains 8% in Q3; energy and utilities keep pace.Midstream Check: Trails early in Q3, rebounds to end slightly positive.Capital Markets: Energy infrastructure IPO activity gains traction.Strategic Deals: Sempra sharpens focus, secures $10B via asset sale.AI Infrastructure: Oracle and Stargate plans total over $800B in projects.Power Demand: 10 GW of new capacity targeted—nearly NYC's peak usage.Download Transcript

Artificial intelligence is accelerating the need to develop more energy systems, as new data centers that require a lot of electricity are being built in Ohio and the Midwest. We'll discuss whether nuclear power could be a viable alternative energy source.

Electricity demand worldwide is booming, but New Zealand’s numbers are surprisingly flat. Octopus energy's Margaret Cooney explains why, and what could flip the switch. For more or to watch on YouTube—check out http://linktr.ee/sharedlunchShared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website. Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. See omnystudio.com/listener for privacy information.

WDAY First News anchors Lisa Budeau, Scott Engen and Robert Poynter break down your regional news and weather for Thursday, September 4. InForum Minute is produced by Forum Communications and brought to you by reporters from The Forum of Fargo-Moorhead and WDAY TV. Visit https://www.inforum.com/subscribe to subscribe.

David Kirtley, CEO of Helion Energy, talks with TITV Host Akash Pasricha about fusion power. We also talk with Brent Thill, Tech Sector Leader at Jefferies, about Palantir's earnings and AI's job impact, Merrill Lutsky, CEO of Graphite, about AI code review, Catherine Perloff about Google's "love-hate" ad relationship, and we get into AI's effect on investment banking with Aaron Holmes.Articles discussed on this episode: https://www.theinformation.com/articles/advertisers-quit-google-despite-complaints-traffic-adshttps://www.theinformation.com/articles/reflection-ai-targets-1-billion-take-meta-deepseek-open-sourcehttps://www.theinformation.com/articles/chatbots-eating-m-advisory-businesshttps://www.theinformation.com/articles/chatbots-eating-m-advisory-business TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

Fritz Curtis (Head of Distribution) & Mike Cerasoli (Portfolio Manager of Energy Infrastructure) from Eagle Global Advisors, a Houston based RIA specializing in Oil & Gas and Energy Infrastructure, join the podcast to take a deep dive on the midstream space, data center development, and how they both will impact power demand, natural gas demand, and ultimately the Minerals & NonOp space. **Disclaimer: This podcast is meant for informational purposes only and does not constitute investment advice.A big thanks to our 3 Minerals & Royalties Podcast Sponsors:--Tracts: If you are interested in learning more about Tracts title related services and software, then please call 281-892-2096 or visit https://tracts.co/ to learn more.--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information--Farmers National Company: For more information on Farmer's land management services, please visit www.fncenergy.com or email energy@farmersnational.com

Japan's electricity demand is projected to grow by up to 40pctfrom the 2019 level in 2050, if the wider use of generative artificial intelligence spurs the construction of more data centers, an industry organization said Wednesday.

Peter Perri - Managing Partner of Jupiter Island Capital joined the podcast to walk through the investment landscape for natural gas power infrastructure, including the macro drivers of Natural Gas Power Plants and AI Data Centers.**Disclaimer: This podcast is meant for informational purposes only and does not constitute investment advice.A big thanks to our 4 Minerals & Royalties Podcast Sponsors:--Tracts: If you are interested in learning more about Tracts title related services and software, then please call 281-892-2096 or visit https://tracts.co/ to learn more.--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information--Farmers National Company: For more information on Farmer's land management services, please visit www.fncenergy.com or email energy@farmersnational.com--Oseberg: For more information on the software & data analytics tools that Oseberg has to offer, please visit www.oseberg.io.

In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Stuart Turley and Michael Tanner dives into China's strategic energy dominance, surging coal exports from Montana under Trump-era trade priorities, and the collapse of U.S. solar companies amid high interest rates and mismanagement. Hosts Stuart Turley and Michael Tanner spotlight the flaws in green energy narratives, the implications of data center-driven power demand, and the geopolitical risk to oil prices if Israel strikes Iran. They also call out misleading investment metrics in oil and gas funds and underscore how power security, not ideology, is driving global energy decisions.Highlights of the Podcast 00:00 - DAVID BLACKMON: On Energy, China Knows What The Rest Of Us Must Re-Learn02:34 - Coal is Crowned King Again by President Trump: Montana's Bull Mountains Mine Expansion and Investment Opportunities06:38 - Internal Rate of Return Is Misleading You!09:33 - Solar Bankruptcies Show US Clean Energy Industry Is on the Edge of a Financial Cliff12:22 - OPEC+ Falls Short on Output Promises: Implications for Oil Prices, U.S. Investors, and Global Energy Markets14:58 - What Would Happen to the Oil Market if Israel Targeted Iran's Nuclear Sites or Oil Export Infrastructure?16:31 - Data Centers Surge U.S. Power Demand by 92%: Opportunities in Utilities, Grid Equipment, and Oil and Gas19:10 - OutroPlease see the links below or articles that we discuss in the podcast.DAVID BLACKMON: On Energy, China Knows What The Rest Of Us Must Re-LearnCoal is Crowned King Again by President Trump: Montana's Bull Mountains Mine Expansion and Investment OpportunitiesInternal Rate of Return Is Misleading You!Solar Bankruptcies Show US Clean Energy Industry Is on the Edge of a Financial CliffOPEC+ Falls Short on Output Promises: Implications for Oil Prices, U.S. Investors, and Global Energy MarketsWhat Would Happen to the Oil Market if Israel Targeted Iran's Nuclear Sites or Oil Export Infrastructure?Data Centers Surge U.S. Power Demand by 92%: Opportunities in Utilities, Grid Equipment, and Oil and GasFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

In this episode of the Energy News Beat Daily Standup, the host, , Stuart Turley covers five key stories impacting U.S. energy and investors: the evolving Trump-China tariff deal and its implications for rare earths and feedstocks; a 92% surge in U.S. power demand from data centers, highlighting grid and natural gas investment opportunities; the continued boom in natural gas across major basins; a new USGS assessment on untapped oil and gas reserves in the Niobrara formation; and a deep dive into the hidden costs and inefficiencies of the ongoing ethanol mandate.Highlights of the Podcast 00:00 - Intro01:35 - Is the Trump Tariff War with China Over, and What Is the Final Impact to Investors?03:45 - Data Centers Surge U.S. Power Demand by 92%: Opportunities in Utilities, Grid Equipment, and Oil and Gas06:26 - Natural Gas is Booming: Unlocking Opportunities in the Energy Sector08:09 - USGS Releases Assessment of Undiscovered Oil and Gas Resources in the Niobrara Formation of SW Wyoming and NE Colorado10:00 - Why Is Ethanol Still Being Mandated? How Much Does It Cost Consumers and Taxpayers?13:30 - OutroPlease see the links below or articles that we discuss in the podcast.Is the Trump Tariff War with China Over, and What Is the Final Impact to Investors?Data Centers Surge U.S. Power Demand by 92%: Opportunities in Utilities, Grid Equipment, and Oil and GasNatural Gas is Booming: Unlocking Opportunities in the Energy SectorUSGS Releases Assessment of Undiscovered Oil and Gas Resources in the Niobrara Formation of SW Wyoming and NE ColoradoWhy Is Ethanol Still Being Mandated? How Much Does It Cost Consumers and Taxpayers?Follow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

Scott A. Angelle is the longest-serving Director of the U.S. Bureau of Safety and Environmental Enforcement, founder of USA Energy Workers, and has served as Louisiana's Lieutenant Governor, Secretary of the Louisiana Department of Natural Resources, Chairman of the Louisiana Public Service Commission, and Chairman of the Louisiana Water Resources Commission. Projected 35–50% Spike in U.S. Power Demand by 2040. How energy workers are pivoting from a defensive to offensive position.

This week's podcast is the full recording of a panel discussion titled “Data Centres & Power Demand” at NPM's recent European Development & Finance Forum (#EURDEVFIN25) held on May 20th at The Fontenay Hotel in Hamburg, Germany.Speakers included:Nadine Gelke – Head of Data Centre, CBREPeter Pohlschroeder – Vice Chairman, German Datacenter AssociationJochem Steman – Founder, DataLogixFabio Spucches – CEO, GreenfieldKashif Khan – Director, MetLifeUlan Harrison-Davies – Senior Data Centre Reporter, NPM (m)And off the back of subscriber demand, and following in the footsteps of our US coverage, we are really excited to announce the launch of our European Data Centre coverage which will go live on Monday 2nd June. Our Data Centre coverage enhances subscribers' business development efforts in a rapidly evolving market, and as an adjacent offering to NPM's market leading renewable energy coverage, links renewable energy supply with data centre demand information on the same platform.Key coverage Includes:Planning & Permitting project developmentFinancing, M&A and FundraisingStrategic Interviews with senior industry playersRelevant policy developments around DC / AICompany earningsCompany ProfilesPeople MovesOur now comprehensive Data Centres coverage has been redirected from our European Renewable Energy content sets to our new European Data Centres (DC) offering. Contact your account manager or laurence.edwards@newprojectmedia.com to gain access. NPM is a leading data, intelligence & events company providing business development led coverage of the US & European renewable energy & data center markets for the development, finance, M&A and corporate community.Download our mobile app.

How can digital infrastructure unlock electric grid capacity? Dynamic line ratings, or DLR, is a technology used by utilities to optimize the electrical carrying capacity of power lines. DLR helps them account for real-time issues like weather and dynamically adjust the maximum capacity for a line.Today, LineVision is the only DLR provider using tower-mounted optical sensors today. Their patented non-contact LIDAR platform is mounted to transmission structures rather than to live lines, which increases the safety, operational efficiency, and accuracy of data collected without interfering with the conductors. On this episode of Alternative Power Plays, Buchanan's Alan Seltzer and John Povilaitis speak with Steve Hambric, Chief Revenue Officer at LineVision. They talk about how LineVision's tower-mounted sensors compare to the other segments in the market, the depth of information their technology is capable of gathering and what the future of this technology might look like. According to Hambric, LineVision's non-contact sensors collect critical information to unlock additional capacity on existing lines, provide insight into conductor health, and detect anomalies and risks. To learn more about LineVision, visit: https://www.linevisioninc.com/To learn more about Steve Hambric, visit: https://www.linevisioninc.com/our-team/steve-hambric  To learn more about Alan Seltzer, visit: https://www.bipc.com/alan-seltzer⁠     To learn more about John Povilaitis, visit: ⁠https://www.bipc.com/john-povilaitis   

In this episode, we break down 4 powerful megatrends reshaping global energy demand and unlocking new investment opportunities:⚡ AI-driven surge in electricity demand

As a working chemist, Meredith Angwin headed projects that lowered pollution and increased reliability on the electric grid. Her work included pollution control for nitrogen oxides in gas-fired combustion turbines, and corrosion control in geothermal and nuclear systems.She was one of the first women to be a project manager at the Electric Power Research Institute. She led projects in renewable and nuclear energy.00:00 Introduction to the Guest and Topic02:11 Importance of Grid Reliability05:30 Understanding the Two Grids11:44 Grid Demand and Supply Management16:15 Grid Governance Models22:58 Texas and Spain Grid Failures30:06 Gas and Electricity Integration Issues31:12 Spain's Grid Failure: A Case Study37:33 Inertia and Inverter-Based Resources41:12 Texas Inertia Crisis45:11 The Future of the Grid and Citizen Responsibility48:51 Q&A: Power Demand and Grid Stability“Shorting the Grid” at Amazon:https://www.amazon.com/Shorting-Grid-Hidden-Fragility-Electric/dp/1735358002/ref=tmm_pap_swatch_0?_encoding=UTF8&qid=&sr=X: https://twitter.com/MeredithAngwinEmail: meredithangwin@gmail.comSubstack: https://meredithangwin.substack.com/=========AI summaries of all of my podcasts: https://tomn.substack.com/p/podcast-summarieshttps://linktr.ee/tomanelson1

The country's biggest electricity lines company is warning artificial intelligence is becoming a big wildcard in how much demand Auckland faces. Phil Pennington spoke to Ingrid Hipkiss.

Energy consumption increases globally, with global power demand rising by 2.2% last year, surpassing the average annual increase for the past decade. Predictions indicate that this trend will continue due to the scaling of AI platforms, rising demand in emerging economies, and increased use of air conditioning. Despite this growing demand, global investment in energy startups reached its lowest level in four years in 2024, starting off slow in the first quarter. However, notable investment activity occurred in April, including a $258 million Series F round for Mainspring Energy and a $500 million investment for Silicon Ranch's solar projects. Base Power secured $200 million for battery backup solutions. Investment in energy efficiency and infrastructure increased, exemplified by The Stargate Project, which plans to invest $500 billion in AI infrastructure over four years, with $100 billion designated for immediate initiatives. The energy startup sector shows potential for a rebound, as historical trends indicate capacity for large investments, particularly in fusion technology.Learn more on this news visit us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

What forces are shaping the explosive growth in demand for electric power for AI? Do revenue projections for AI justify the massive scale of capital investment in data centers and electric power supplies? What can we learn from the boom-and-bust cycle in other new technologies? Join host David Sandalow as he discusses these and other topics in the first episode of a two-part conversation with Chris James, CEO and Founder of Engine No. 1, who brings more than 30 years experience investing in semiconductors and other technologies to this timely discussion. The AI, Energy and Climate Podcast is a special series from the DSR Network sponsored by NEDO and hosted by David Sandalow, Inaugural Fellow at Columbia University's Center on Global Energy Policy. AI for Climate Change Mitigation Roadmap -- https://www.icef.go.jp/roadmap and transitiondigital.org/ai-climate-roadmap.  Learn more about your ad choices. Visit megaphone.fm/adchoices

What forces are shaping the explosive growth in demand for electric power for AI? Do revenue projections for AI justify the massive scale of capital investment in data centers and electric power supplies? What can we learn from the boom-and-bust cycle in other new technologies? Join host David Sandalow as he discusses these and other topics in the first episode of a two-part conversation with Chris James, CEO and Founder of Engine No. 1, who brings more than 30 years experience investing in semiconductors and other technologies to this timely discussion. The AI, Energy and Climate Podcast is a special series from the DSR Network sponsored by NEDO and hosted by David Sandalow, Inaugural Fellow at Columbia University's Center on Global Energy Policy. AI for Climate Change Mitigation Roadmap -- https://www.icef.go.jp/roadmap and transitiondigital.org/ai-climate-roadmap.  Learn more about your ad choices. Visit megaphone.fm/adchoices

With data centers and tech industries moving into Ohio, demand for energy is growing rapidly.

The race to power artificial intelligence is dramatically reshaping America's electricity landscape.  Recent analysis from the power-consultancy firm Grid Strategies shows that between 2024 and 2029, U.S. electricity demand will grow at five times the rate predicted in 2022. This surge comes as artificial intelligence and data centers reshape power markets, with tech giants like Microsoft and Amazon pursuing direct power purchase deals, sometimes bypassing traditional utility structures entirely. At the same time, President Trump's declaration of an energy emergency and appointment of new leadership at key agencies like the Federal Energy Regulatory Commission signal potential upheaval in how we approach grid reliability, renewable energy integration, and climate goals. So how do we meet this demand growth while navigating a complex political environment? And what role will emerging technologies like advanced nuclear, enhanced geothermal, and energy storage play in our energy future? This week host Bill Loveless talks with Michelle Solomon about the challenges and opportunities facing the U.S. electricity sector. Michelle is a senior policy analyst at Energy Innovation, focusing on electricity policy. She brings a distinctive background combining technical and policy experience. Before joining Energy Innovation, she earned her Ph.D. in materials science and engineering from Stanford University. She also served as a Congressional Science and Engineering Fellow working on energy policy in the Senate. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Erin Hardick, Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Sean Marquand. Stephen Lacey is executive producer.  

Dave Bosco gives us a wider glimpse of the demand brewing from all things tech: from social media, to data centers, and AI which are all seeking a power generation source. Dave Bosco is bullish that natural gas will take the lead in meeting the much needed demand and gives some anecdotes of similar situation Amazon previously faced when it was expanding its tech driven empire.

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

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.

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.

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