Podcasts about power demand

A Supreme Court decision wipes out a major tariff mechanism, GDP comes in softer than expected, and AI fears collide with an AI spending boom. On the surface, it feels like three separate stories. In Episode 176 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist at Carson Group, connect the dots and ask a bigger question: what actually changed, and what simply made headlines?They break down the Court's ruling on IEEPA tariffs, what it means for policy going into a midterm year, and why markets barely flinched. From there, the conversation shifts to fourth-quarter GDP, where a weak headline number masked far stronger private demand beneath the surface. The episode then moves into the AI debate, examining the surge in hardware and software investment, the role of energy and power demand, and the viral “AI crash” scenario that sparked fears of a white-collar doom loop. Along the way, they explore global market leadership, sector dispersion, and why human behavior still sits at the center of economic outcomes even in a world shaped by algorithms.Key Takeaways:• Tariff authority reset: The Supreme Court's ruling removed a major executive tariff tool, reinforcing checks and balances while reducing policy uncertainty• GDP weakness needs context: A government shutdown distorted headline growth, while private demand remained solid• AI spending is real: Hardware and software investment tied to AI contributed meaningfully to 2025 growth• Scenario vs. reality: Extreme AI displacement models raise important questions, but macro consistency and demand dynamics matter• Market dispersion is widening: Software weakness, industrial strength, and global outperformance highlight a split beneath the surfaceJump to:0:00 — Tariff Shock And Supreme Court Ruling5:30 — Market Reaction, Odds And Policy Limits9:40 — Tariff Refunds And Who Ultimately Paid13:50 — China, Trade Winners And Political Timelines22:00 — GDP Miss Explained And Core Demand Strength31:00 — AI Capex Surge: Chips, Software And Scale35:00 — Power Demand, Energy And Inflation Pressures38:30 — The AI Doom Loop Scenario Debate47:40 — Market Split: Semis, Software And Global Leaders55:00 — Portfolio Implications And The Human EdgeConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

Sharing your story matters when it comes to shaping policy. John Newton, Ph.D., vice president of public policy and economic analysis at American Farm Bureau, joins the podcast to discuss why member engagement is critical at the state and national levels. Craig Grooms, president and CEO of Ohio's Electric Cooperatives, also joins to discuss data centers coming to Ohio and how co-ops are planning for the increased demand while protecting members and consumers.

The CEO TC Energy, one of the largest nat gas pipeline operators in the North America, joins the show after posting better than expected results. Plus, he breaks down what AI power demand means for prices. Then with funding for DHS set to expire at midnight, TSA funding is in jeopardy. The impact for travelers during the holiday weekend. And some of the top AI companies are proving they can train their chips without Nvidia's hardware. The possible ripple effects for the rest of the market. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, journalist Puja Mehra speaks with Subhomoy Bhattacharjee, Journalist and Contributing Editor at Business Standard, about the paradox at the heart of India's coal economy—why the country is sitting on large coal stocks even as it continues to import coal for power generation. They discuss how India's transition from coal shortages to apparent surplus masks deeper structural problems in production, transportation, pricing, and quality.Drawing on recent data and policy decisions, Bhattacharjee explains why domestically mined coal often fails to reach power plants economically, how high rail freight costs and geographic mismatches distort supply, and why many plants prefer imported coal despite higher headline prices. The conversation also examines the opening up of coal mining to private players, the weakening of Coal India's monopoly, and the push towards market-driven coal pricing through proposed coal exchanges.The discussion concludes by looking ahead to India's energy future, assessing whether coal consumption has peaked, how rising electricity demand from data centres and the AI economy could reshape power needs, and why coal is likely to remain central to India's power mix for years to come. Tune in for insights on what India's coal surplus reveals about infrastructure bottlenecks, market design, and energy policy.CHAPTERS(00:00) Introduction to India's Coal Economy(02:00) The Coal Surplus Puzzle(04:00) Why Coal Isn't Reaching Plants(06:30) Transport Costs and Rail Bottlenecks(09:00) Imported Coal vs Domestic Coal(11:30) Why Plants Aren't Near Mines(14:00) Pollution and Poor Plant Location(16:30) Private Miners and Rising Production(18:30) Can Coal India Adapt(21:00) Coal India's Financial Health(23:30) Employees and Market Transition(26:00) Coal Pricing and Linkages(28:00) Has India's Coal Use Peaked(30:30) AI, Data Centres and Power Demand(33:00) Global Coal Demand Outlook(35:30) Nuclear Power and the FutureRegister for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREFor more of our coverage check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thecore.in⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to our Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Linkedin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube

The nation’s largest electric grid operator outlines its plan to manage rapid growth in data center electricity demand. --- PJM Interconnection, the nation’s largest grid operator, is preparing to file a wide-ranging proposal with federal regulators aimed at managing the rapid growth of electricity demand, including AI-driven data centers. The plan stands out as one of the first comprehensive efforts by a grid operator to address surging load from new technologies while maintaining system reliability and limiting cost impacts on consumers. The proposal arrives at a moment when the electric grid is under growing stress. Tightening power supply-demand balances, high-profile grid failures, and a series of narrowly avoided outages have raised concerns about whether the power system can continue to meet demand reliably. At the same time, those pressures have increasingly shown up in electricity prices, which have increased sharply in many areas. PJM’s proposal tries to answer a question grid operators across the country are now facing: how to say “yes” to large new loads without turning reliability into a gamble or costs into an afterthought. The plan lays out a structured approach to integrating data centers and other large loads, with an eye toward keeping commitments realistic and aligning responsibility with impact. Abe Silverman is an assistant research scholar with the Ralph O’Connor Sustainable Energy Institute at Johns Hopkins University and a former general counsel to the New Jersey Board of Public Utilities. Tom Rutigliano is senior advocate for climate and energy at the Natural Resources Defense Council, where his work focuses on PJM. Both participated in the policy discussions surrounding PJM’s proposal, and provide their perspective on its potential impacts on grid reliability, consumers, and the potential rate of datacenter growth. Abe Silverman is an assistant research scholar with the Ralph O’Connor Sustainable Energy Institute at Johns Hopkins University and a former general counsel to the New Jersey Board of Public Utilities. Tom Rutigliano is senior advocate for climate and energy at the Natural Resources Defense Council, where his work focuses on PJM. Related Content Communities Are at Risk If We Don’t Slow the Roll on Data Center Development https://kleinmanenergy.upenn.edu/commentary/blog/communities-are-at-risk-if-we-dont-slow-the-roll-on-data-center-development/ Energy System Planning: New Models for Accelerating Decarbonization https://kleinmanenergy.upenn.edu/research/publications/energy-system-planning-new-models-for-accelerating-decarbonization/ Energy Policy Now is produced by The Kleinman Center for Energy Policy at the University of Pennsylvania. For all things energy policy, visit kleinmanenergy.upenn.edu.See omnystudio.com/listener for privacy information.

Sam Hartmann, VP of Exploration at F3 Uranium (OTCQB: FUUFF | TSXV: FUU) thinks the catalysts driving the uranium market continue to grow stronger, and he points out that although AI data centers and SMR adoption are interesting narratives, it's the glaring and growing supply deficit that will drive this market to higher prices. Sam also breaks down how F3 Uranium fits into the picture, with a focused vision on advancing its newly discovered JR Zone and discovering additional zones of uranium mineralization in the southwest Athabasca Basin.F3 Uranium Website: https://f3uranium.comFollow F3 Uranium on X: https://x.com/F3UraniumDisclaimer: Commodity Culture was compensated by F3 Uranium for producing this interview. Jesse Day is not a shareholder of F3 Uranium. Nothing contained in this video is to be construed as investment advice, do your own due diligence.Follow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Greetings, and welcome back to the podcast. This episode we are joined by Dr. Chris Keefer - President of Canadians for Nuclear Energy Association, ER Physician & host of The Decouple Podcast - which focuses on energy technology and its ecological impacts. Dr. Keefer holds a bachelors degree from Guelph University & Medical Doctorate from McMaster University where he completed his residency program. Dr. Keefer completed his Emergency Residency Program at the University of Toronto in 2013. Among other things we learned about ~600 TWh & Why Power Demand Is Growing.Enjoy. Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsAmbyintJSGBidell Gas CompressionSupport the show

S5:E206 David provides The Weekly Update for Venture and then hosts a discussion with Karl R. Rábago, a power Utility expert, on the current facts about  powering Data Centers and a discussion of the consumer backlash over rising electricity rates popularly attributed to the Data Center Boom. (recorded 1.17.26)Follow David on X at https://x.com/DGRollingSouth Connect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/ Follow Paul on X at https://x.com/PalmettoAngel Connect On LinkedIn with Paul at https://www.linkedin.com/in/paulclarkprivateequity/ We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com.

Jill is back in the co-host seat this week for a topic-packed episode. Tom opens the show asking if $61,000 seems like a lot for a Hyundai—any Hyundai. The hosts discuss the Korean maker's luxury/value equation, and note that Tom's test car, a 2026 Palisade Calligraphy Hybrid is, without question, a luxury vehicle. Listen in for more of the conversation. Tom goes on to share his frustration with Stellantis for killing all of Jeep's “4Xe” plug-in hybrids, along with the Chrysler Pacifica Hybrid. Listen in for some crankiness. Still in the first segment, Jill details her CES Chinese-car adventure. Jill was able to take short drives in a number of luxury electric Zeekr models (a division of Volvo's parent company Geely) and came away very impressed. Her quick takes on these vehicles are worth a listen. Are these premium EVs coming to the U.S? here's the scoop. In the second segment, Jill and Tom are joined by friend of show and sustainability expert Robert Collangelo. Robert addresses the fallacy that EVs are a threat to the U.S. electric grid, and details the real power-consumption challenges that lay ahead for the country. It's a great conversation you don't want to miss. In the last segment Jill is subjected to Tom's “Is it a Dodge?” quiz. 

Your Nebraska Update headlines for today, Dec. 26, include: NioCorp moves closer to building proposed mine near Elk Creek, rising electricity demand is putting pressure on Nebraska's power grid and energy prices, spread of equine herpes virus across eight states appears to be slowing, Nebraska elevators often include unique feature: inspector's name, longtime Christmas village display in Howells welcoming visitors again after nearly a decade.

Join Donna and Tom as they sit down with Jaime Butler, CEO for Control Solutions & Services at GE Vernova, to explore her dynamic career journey and the evolving landscape of power generation supply chains. Jaime shares insights on navigating GE's unprecedented transformation into three separate businesses, driving lean manufacturing practices, and managing inventory efficiencies at scale. She discusses the unique business cycles of power generation, the surge in demand from AI data centers, and strategies for successful M&A integration. Listeners will gain practical advice on supply chain design, legal entity readiness, and the leadership principles that have guided her path from plant manager during the shale boom to CEO. Takeaways: Navigating large-scale corporate transformations and M&A integration Implementing lean manufacturing and inventory optimization strategies Understanding power generation supply chains and AI's impact on energy demand Career development lessons from diverse supply chain roles Stay connected with CSCR on LinkedIn (Center for Supply Chain Research) and Instagram (@pennstatesupplychain), and be sure to follow us on Spotify, Apple Podcasts, or wherever you are tuning into Unpacked: Insights hosted by the Penn State Smeal Center for Supply Chain Research™. Thank you for joining us!  Visit our website: https://www.smeal.psu.edu/cscr  Guest Bio:  Jaime joined Baker Hughes in 2001 based in Houston, TX and moved to GE Vernova in April 2023 with the Nexus Controls acquisition. She is currently the Controls Business Line Leader, based in Longmont, CO.  Over the course of her 24 years, she has held roles in Region P&L leadership, manufacturing operations, commercial, key accounts, supply chain, finance, and product line technology. Jaime holds a Masters in Supply Chain Management and Bachelors in Business Marketing.  In 2020, she received a Hart Energy award for 25 Most Influential Women in Energy and in 2021 she received recognition from Insight Magazine as the 10 Most Empowering Women in Business.  Her experience has fostered a unique skill set across several functions and technologies in the energy industry, driving both horizontal and vertical connections with successful outcomes. Jaime enjoys supporting and developing women in the energy industry through mentoring and volunteering.  In her free time, she enjoys spending time and playing sports with her family. She is happily married to her husband Matt, and they have two sons, Brennan 20 years old and Liam 16 years old.

Greetings, and welcome back to the podcast. This episode, we are joined by Mr. Manuj Nikhanj - CEO of Enverus - a private energy-focused software and data analytics company with revenues of ~$1 billion. Before joining Enverus, Manuj was co-President and co-CEO of RS Energy Group. Over the last 17 years he has completed several hundred evaluations of public and private producers, plays and assets. Manuj has served as a trusted advisor for multiple company boards and executive teams around strategy and execution on new and existing assets. Prior to RS Energy Group, Manuj was Co-Head of Energy Research at ITG, which in 2011 acquired the Ross Smith Energy Group where Manuj was a partner. He obtained his Bachelor of Commerce degree (with distinction) from the University of Calgary and is a CFA and FRM charterholder.Among other things we learned about Enverus Origins, A.I. Growth & Why Power Demand is Rising.Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEPACAstro Oilfield Rentals AmbyintBunch ProjectsSupport the show

All the speculation you hear about the future of data centers comes with the promise of massive amounts of electricity usage down the line. But which facilities are using the most grid power right now?

Artificial intelligence or AI's huge appetite for power is reviving demand for older and dirtier fossil fuel energy. We talk about the massive data centers that power AI, community pushback, and how AI seems to be putting vital climate targets out of reach.  Also, the Make America Healthy Again or MAHA movement has pinpointed some health concerns backed up by credible research, including concerns about pesticides such as the probable carcinogen glyphosate, the key ingredient in Monsanto's Roundup. But after agribusiness lobbying the Trump Administration erased pesticides from its MAHA Commission report.  And Braiding Sweetgrass author Robin Wall Kimmerer is also the author of a 2024 book that continues her explorations of gift economies. She shares insights from The Serviceberry: Abundance and Reciprocity in the Natural World and how gift economies can offer an alternative to overconsumption. Learn more about your ad choices. Visit megaphone.fm/adchoices

Electrification is emerging as a key theme under the EU's Clean Industrial Deal. If incentivised correctly, it can support Europe's competitiveness, autonomy and resilience. However, electrification in Europe has been stalling in recent years, stuck at 23% of total energy for the past decade. At a time when electricity demand should be increasing, it instead dropped by 7.5% between 2021-23, before a small increase of 1% last year. This lag in demand is creating challenges in the power market, including RES curtailments and negative prices, which jeopardise the business case for the new investments we need in generation capacities.While the technologies and challenges involved on the supply side are well understood and progress is under way, attention is increasingly turning to demand, a crucial but complex part of the equation. Beyond simply electrifying their processes, industrial consumers can play an important role in supporting the electricity system. For example, large and predictable baseload consumption can help optimise grid planning, reducing uncertainty regarding future electricity demand in order to accurately size our electricity grids while avoiding overbuilds. Industrial consumers also facilitate the integration of renewable energy by consuming power when overall demand is low, helping to reduce curtailment. Flexibility services offered by industrial consumers, to the extent this is technically feasible and economically desirable, can also play an important role in keeping the electricity system in balance.Listen to this Euractiv Hybrid Conference to discuss the role of industrial power consumption in Europe, and what opportunities it can create for the power system. Questions to be discussed include:-How can predictable industrial demand help integrate more renewables and reduce system costs?-What is the flexibility potential of key industrial sectors, such as aluminium, steel and cement?-How can industry contribute to grid flexibility while remaining competitive globally?-What incentives are needed to make industrial electrification investments viable and timely?

In this week's Macro Mondays, Lisa Aziz joins James Brodie and James Todd to break down the key macro trends driving global markets. With US labour data showing early signs of strain, unemployment rising, and consumer confidence sinking to its lowest levels since 2022, recession risk is moving sharply higher.AI-linked equities face renewed volatility as NVIDIA's blockbuster earnings failed to lift markets, triggering a multi-asset liquidation event. UK data softens further ahead of a critical budget, while currency markets rotate back into dollar strength. Commodities remain mixed—gold clings to key support, copper holds firm, uranium unwinds, and Brent struggles as geopolitical risks collide with weakening macro signals.Key highlights include:✅ US unemployment ticks higher; weekly jobless claims exceed expectations✅ Michigan consumer confidence falls to the second-weakest level since 1990✅ Inflation re-accelerates to 3% YoY, complicating the Fed's December meeting✅ UK retail sales disappoint; PMIs weaken; budget deficit widens✅ Pound breaks key support as UK sentiment deteriorates✅ NVIDIA beats expectations but triggers heavy tech liquidation✅ SPX, AI stocks & leveraged tech positions unwind sharply✅ Oracle CDS jumps as markets question AI-linked debt loads✅ Gold holds support; copper resilient despite broader volatility✅ Uranium sells off as power-demand assumptions face scrutiny✅ Bitcoin drops 24% in November — worst month since June 2022✅ Markets price a 77% chance of a Fed cut on December 10

In Episode 101 of The Kershner Files, Dave reviews a number current events topics that are going to have deep impacts on preparedness planning. These are impacts being felt in every state as it pertains to energy demands for data  centers. From there, he discusses updates regarding SNAP funding and the legitimacy of recipients. Also, it's election day so he points out some interesting items relating to the NYC mayoral race. Dave closes the show discussing the news and insight on the education front and at the local level. Articles/topics discussed: Two Rivers Outfitter - The Premiere Online Preparedness Store DesignsbyDandTStore - Dave's Etsy Shop for fun clothing options Spot Prices for Gold (Au) and Silver (Ag) - from the davidjkershner.com website Survival Realty - featured properties and new listings State-by-State Gun Shows - from the davidjkershner.com website Conferences and Conventions - from the davidjkershner.com website Support Dave by visiting his new website at Two Rivers Outfitter for all of your preparedness needs and you can also visit his Etsy shop at DesignsbyDandTStore for fun clothing and merchandise options. Two Rivers Outfitter merchandise is available on both the Two Rivers Outfitter and the davidjkershner.com websites. Available for Purchase - Fiction: When Rome Stumbles | Hannibal is at the Gates | By the Dawn's Early Light | Colder Weather | A Time for Reckoning (paperback versions) | Fiction Series (paperback) | Fiction Series (audio) Available for Purchase - Non-Fiction: Preparing to Prepare (electronic/paperback) | Home Remedies (electronic/paperback) | Just a Small Gathering (paperback) | Just a Small Gathering (electronic)

The latest Consumer Price Index shows that the average electric bill went up more than 5% from September 2024 to September 2025. That's faster than the inflation rate for the same period. Conventional wisdom blames the demand for power on the explosive growth of data centers, but a new analysis concludes that it’s not that simple. John Yang reports on the other factors behind the rising costs. PBS News is supported by - https://www.pbs.org/newshour/about/funders. Hosted on Acast. See acast.com/privacy

The latest Consumer Price Index shows that the average electric bill went up more than 5% from September 2024 to September 2025. That's faster than the inflation rate for the same period. Conventional wisdom blames the demand for power on the explosive growth of data centers, but a new analysis concludes that it’s not that simple. John Yang reports on the other factors behind the rising costs. PBS News is supported by - https://www.pbs.org/newshour/about/funders. Hosted on Acast. See acast.com/privacy

Ben, Tom, and Andrew discuss rate cut odds, a peace deal in Ukraine, the AI trade, and bank earnings.For information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

A recent tour of a new power solution manufacturing facility in Henrico County is putting the spotlight on just how much power data centers will demand in the near future. And while both of Virginia's gubernatorial candidates know the Commonwealth's economic future is likely linked to growing data center demand, they have different ideas on […]

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

Development has slowed to zero in Toronto. Canada's cumulative deficits will exceed $360B over the next four years. Eby vows to block any new Alberta pipeline through BC. Power Demand set to Quadruple through Ai. The UK introduces a digital ID. Join The Loonie Hour and the Canadian Real Estate Investor Podcast live in Vancouver on October 21st! Get your tickets here! https://www.eventbrite.ca/e/canadian-real-estate-global-macro-tickets-1716213644209?aff=LoonieStart an investment portfolio that's built to perform with Neighbourhood Holdings. Visit https://www.neighbourhoodholdings.com/looniehour to learn more!Check out the Saretsky Group Real Estate Services: https://www.saretskygroup.com/

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

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   

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.

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.

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.