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Paris Marx is joined by Kate Mackenzie and Tim Sahay to discuss the geopolitics behind China's investments in green tech and electrification, and how it presents the prospect of a new development model based on renewables instead of fossil fuels. Kate Mackenzie is an adjunct fellow at Macquarie University. Tim Sahay is co-director of the Net Zero Industrial Policy Lab at Johns Hopkins University. They are the co-writers of the Polycrisis newsletter from Phenomenal World. Tech Won't Save Us offers a critical perspective on tech, its worldview, and wider society with the goal of inspiring people to demand better tech and a better world. Support the show on Patreon. The podcast is made in partnership with The Nation. Production is by Kyla Hewson. Also mentioned in this episode: Tim and Kate wrote about the potential role of the BRICS in future geopolitics. The Financial Times explored the implications of China as an electrostate. China leads the growing electric vehicle market, by a lot. Pakistan imported 17 gigawatts of solar panels in 2024 alone, as Africa is in the midst of its own surge in Chinese solar panel imports. Trump's policies are pushing China and India to strengthen ties.
Paris Marx is joined by Kate Mackenzie and Tim Sahay to discuss the geopolitics behind China's investments in green tech and electrification, and how it presents the prospect of a new development model based on renewables instead of fossil fuels.Kate Mackenzie is an adjunct fellow at Macquarie University. Tim Sahay is co-director of the Net Zero Industrial Policy Lab at Johns Hopkins University. They are the co-writers of the Polycrisis newsletter from Phenomenal World.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Episode Summary: In this episode, host Benoy Thanjan sits down with Dorian Hunt, Partner and Head of Renewables at Leo Berwick, to unpack the new safe harbor rules, the impacts of the Big Beautiful Bill, and what's coming next in tax and policy guidance for renewable energy. Dorian also dives into repowering projects, economic obsolescence, co-location strategies, bonus depreciation, and solar industry trends. Dorian offers practical advice for developers and investors navigating today's fast-changing environment. Biographies Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MW of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credits (“REC”) transactions. Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla's Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market. As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MW of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm's renewable portfolio. Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund. Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar. Dorain Hunt Dorian leads Leo Berwick's Energy & Renewables tax practice. Dorian has 20 years of experience in tax credit monetization, with clients including renewable energy project developers, tax equity investors, project lenders, insurers and syndicators. Prior to joining Leo Berwick, he was a leader in the Power and Utilities and Energy Transition practices of a Big 4 firm, where he focused on providing tax consulting services with respect to tax credit-driven project finance across, with a focus on renewable energy. Dorian is a thought leader in the tax credit space and has authored articles on topics including the potential implications for “direct pay” of renewable energy tax incentives and on the impact of the Tax Cuts and Jobs Act on the US renewable energy industry. He has also presented on these and other similar topics for organizations such as IPED, NARUC, and the Boston Bar Association. Dorian has experience with myriad energy incentive programs including Treasury 1603 grants, 48C advanced energy manufacturing studies, and the rapidly-developing field of 45Q carbon capture credits. Stay Connected: Benoy Thanjan Email: info@reneuenergy.com LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com Dorian Hunt Linkedin: https://www.linkedin.com/in/dorian-hunt/ Website: https://www.leoberwick.com/ Newsletter: https://www.linkedin.com/newsletters/energy-transition-insider-7197296760090750976/
https://youtu.be/hP682UrQY_EMatt and Sean talk about the Big Beautiful Bill, what its long term impacts might be on the renewable energy space, and how easy it might be to go in another direction.Watch the Undecided with Matt Ferrell episode, How the U.S. Just Handed the Renewable Future to China https://youtu.be/2tNp2vsxEzk?list=PLnTSM-ORSgi7uzySCXq8VXhodHB5B5OiQ(00:00) - - Intro & Feedback (14:20) - - The BBB Discussion YouTube version of the podcast: https://www.youtube.com/stilltbdpodcastGet in touch: https://undecidedmf.com/podcast-feedbackSupport the show: https://pod.fan/still-to-be-determinedFollow us on X: @stilltbdfm @byseanferrell @mattferrell or @undecidedmfUndecided with Matt Ferrell: https://www.youtube.com/undecidedmf ★ Support this podcast ★
Researchers have refined models that predict how lightening forms. They also identify many unknow components and sources of power. Darrell and Bill smoke the Alec Bradley Superstition and sip Linkumpinch Bourbon while discussing this. https://gizmodo.com/scientists-unveil-the-shocking-truth-behind-lightnings-mysterious-birth-2000636103
In this episode of Mission Matters, Adam Torres interviews Will Greene, CEO of Banyan Infrastructure. Greene shares his personal journey and the vision behind Banyan: digitizing and streamlining project finance to accelerate renewable energy development. By cutting deal times and improving transparency, Banyan is building toward a future marketplace for global infrastructure investment. This interview is part of the Milken Global Conference coverage by Mission Matters. Big thanks to the Milken Institute for inviting us to cover the conference. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices
There is a great disparity between cash returns for crops and livestock. Dr. John Newton with Terrain says China's absence from the export scene further complicates the commodity price outlook. Renewable fuel advocates didn't get the news they hoped for on SRE's from the EPA today.
In this episode of Mission Matters, Adam Torres interviews Will Greene, CEO of Banyan Infrastructure. Greene shares his personal journey and the vision behind Banyan: digitizing and streamlining project finance to accelerate renewable energy development. By cutting deal times and improving transparency, Banyan is building toward a future marketplace for global infrastructure investment. This interview is part of the Milken Global Conference coverage by Mission Matters. Big thanks to the Milken Institute for inviting us to cover the conference. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices
Hydrocarbon Processing sat down with Cliff Keeler, Vice President, Business Development, SunGas Renewables, to discuss his company's $2-B Beaver Lake Renewable Energy green methanol project, as well as the use of biomass gasification as a pathway to produce clean fuels for the shipping, aviation, chemicals and industrial sectors.
Energy Secretary Chris Wright visits Iowa to announce plans to end wind energy subsidies, despite Iowa generating 60% of its electricity from wind power that has become cheaper than fossil fuels. While the Trump administration pushes to revive coal and reduce renewable research funding, market forces continue driving utilities toward wind and solar. Sign up now for Uptime Tech News, our weekly email update on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard's StrikeTape Wind Turbine LPS retrofit. Follow the show on Facebook, YouTube, Twitter, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes' YouTube channel here. Have a question we can answer on the show? Email us! This week's news flash is about power and politics. And the two collided in Iowa of all places. Iowa is farm state in the middle of America's heartland crucial for presidential hopefuls. It's the first major contest where candidates rise or fall. Smart politicians know: upset Iowa voters at your own peril. But here's what makes this interesting. Iowa generates more electricity from wind than any other state. Sixty percent of their power comes from those spinning turbines. Wind energy has become Iowa's economic engine. The irony? US Energy Secretary Chris Wright just visited Ames National Laboratory in Iowa. He praised the lab as a premier scientific institution. Then he dropped a bombshell: it's time to end government support for wind energy. Wright says wind power has been subsidized for thirty-three years. Time to compete without training wheels. But here's what he didn't mention: wind energy is now one of the cheapest sources of electricity in America. Even without subsidies, renewables cost less than oil, gas, and coal. Energy costs are everything in America. What we pay for electricity determines what we pay for everything else. Manufacturing, artificial intelligence, keeping the lights on at home. Energy Secretary Wright talks about reindustrializing America. He wants to win the race on artificial intelligence. Stop upward pressure on electricity prices. Those are noble goals. But here's the twist: the cheapest electricity in America comes from wind and solar power. Not oil. Not gas. Not coal. The Lazard LCOE analysis proves it year after year. Renewable energy costs have plummeted while fossil fuel prices remain volatile. Iowa figured this out years ago. They didn't choose wind power because they love polar bears. They chose it because it's cheap, reliable, and keeps electricity bills low. Wright's DOE budget would slash renewable energy research by more than fifty percent. The National Renewable Energy Laboratory would lose half its funding. But markets don't care about politics. They care about profits. And the lowest-cost energy wins every time. Here's where the story gets complicated. Wright is absolutely right about one thing: America depends too heavily on China for critical minerals. Sixty percent of rare earth elements. Ninety percent of processing. These materials power our phones, electric cars, and military equipment. China's grip on this supply chain threatens national security. The Energy Department will invest one billion dollars to bring mining and processing home. Smart move. But here's the irony: many of these critical minerals are essential for wind turbines and solar panels. The very technologies Wright wants to defund. Alaska holds forty-nine critical minerals. Refining them increases their value by six hundred fifty percent. So which is it? Do we want energy independence through domestic mining? Or do we want to slow the industries that need those materials most? Wind turbines do need rare earth magnets. Solar panels need refined silicon. Energy storage needs lithium and cobalt. You can't have domestic energy security without domestic renewable energy.
Hay Shire's Alison McLean explains how the local community set the rules of engagement to renewable project developers. Plus: Why the big utilities are saying no to wind and solar.
This week on Good Morning Hospitality, Sarah Dandashy and Steve Turk dive into the latest trends shaping hotels and travel. They explore how a luxury property running entirely on renewable energy could set a new standard for eco-conscious hospitality, Hyatt's sharpened focus on luxury and asset-light growth, and the mounting challenges — and creative fixes — for declining hotel loyalty program value. On the travel side, the hosts look at Seabourn Cruise Line's launch of high-end Arctic and Antarctic expedition cruises and practical strategies for passengers to secure extra space on flights without paying full business class prices. From sustainability to loyalty innovation to premium experiences, this episode covers the moves shaping the industry's next chapter. Follow the Hosts: Steve Turk – LinkedIn Sarah Dandashy – LinkedIn Connect with Skift: LinkedIn: https://www.linkedin.com/company/skift/ WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/ Facebook: https://facebook.com/skiftnews Instagram: https://www.instagram.com/skiftnews/ Threads: https://www.threads.net/@skiftnews Bluesky: https://bsky.app/profile/skiftnews.bsky.social X: https://twitter.com/skift Subscribe to @SkiftNews and never miss an update from the travel industry. Learn more about your ad choices. Visit megaphone.fm/adchoices
Way back in 2016, US energy storage capacity had just hit 336MWh, a 100% year-on-year increase. The growth forecast for storage was for 7.3GWh by 2022 – a US$3.3 billion market. It's just one example of how far we've come; the IRA's tax credits and incentives created a bullish environment for developers, and the renewable project pipeline grew and grew. Then came OB3, and the uncertainty around the future of the tax credits slowed everything down in the first half of 2025. However, a key market condition still exists: the ability to transfer tax credits. It's a new market and one that could prove crucial for financing renewable projects. So how does it work? And what can it offer developers and financers? To find out, host Sylvia Leyva Martinez – a principal analyst at Wood Mackenzie covering global energy markets – is joined by Alfred Johnson, CEO of Crux. Crux facilitates the raising of capital, including the sale of tax credits and debt capital. Sylvia and Alfred review the last few years of clean energy market developments, explore the outlook for renewables out to 2028 and analyze the impact of tax credit transfers on solar, wind, biofuels and other clean energy projects The introduction of transferable tax credits has nearly doubled the market – to US$52 billion last year. It's allowed developers to access financing for renewables that was previously difficult to get. Find out how it all works and how to make the most of it, right here on Interchange Recharged. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
The Red Dirt Agronomy Podcast team traveled to Wichita for High Plains Journal Live, where they sat down with Dr. Shannon Ferrell of Oklahoma State University. In this lively conversation, Dr. Ferrell dives deep into the realities of farm succession planning, from the traditional “farm kid vs. city kid” dilemma to the increasingly common “no heirs returning” challenge. He explains how recent legislative changes in the “One Big Beautiful Bill” affect payment limits for LLCs, estate tax exemptions, and spousal portability—critical details for farm families planning their future.The discussion also turns toward energy, with a look at the booming solar industry, the economics of battery storage, and what the phase-out of renewable tax credits might mean for rural Oklahoma. Dr. Ferrell offers a bold proposal for modernizing transmission easement compensation, encouraging landowner participation in much-needed infrastructure projects. Whether you're thinking about passing down your farm or eyeing new opportunities in renewable energy, this episode is packed with insights you can use.Key TakeawaysFarm transition planning is shifting from farm kid vs. city kid challenges to situations where no heirs return to the operation.LLCs can now receive combined payment limits for partners, removing a barrier to certain succession structures.Estate tax exemption rises to $15M per individual in 2026, with spousal portability ensuring up to $30M passes tax-free.Gift tax exclusions allow $19,000 per person annually without impacting the unified credit.Renewable energy development in Oklahoma remains strong despite upcoming tax credit phase-outs.Solar power costs have plummeted globally, with innovative uses emerging.Battery storage is now economically viable, making renewable power dispatchable.Phase-out of federal tax credits may alter investment patterns but likely won't halt projects.Transmission easement models may need modernization to include ongoing revenue for landowners.Distributed generation could reduce long-distance transmission needs, but grid resilience still requires infrastructure expansion.Timestamps00:00 – Live from High Plains Journal Live in Wichita, KS02:00 – Introducing the Dream Team of Dirt03:15 – Dr. Shannon Ferrell's summer speaking tour highlights04:39 – Farm succession planning: Farm kid vs. city kid dilemma06:32 – No heirs returning: options for farm asset transitions08:14 – “One Big Beautiful Bill” and changes to payment limits for LLCs09:14 – Estate tax updates and spousal portability explained13:49 – Gift tax rules and unified credit in farm succession15:15 – Tax provisions that impact transition planning15:46 – Renewable energy development: wind, solar, and batteries18:08 – Phase-out of renewable energy tax credits and industry impacts20:36 – Battery storage economics and dispatchable power22:15 – Tariffs, supply chains, and domestic manufacturing for energy tech25:18 – Transmission easements and incentivizing landowners27:38 – Distributed generation and grid resilience28:21 – Wrapping up the Summer Ferrell Tour RedDirtAgronomy.com
What do high school grads, new parents, and brides-to-be have in common? In this episode, we explore renewable markets—those endlessly refreshing customer pools—and why they’re smart for side hustlers. Side Hustle School features a new episode EVERY DAY, featuring detailed case studies of people who earn extra money without quitting their job. This year, the show includes free guided lessons and listener Q&A several days each week. Show notes: SideHustleSchool.com Email: team@sidehustleschool.com Be on the show: SideHustleSchool.com/questions Connect on Instagram: @193countries Visit Chris's main site: ChrisGuillebeau.com Read A Year of Mental Health: yearofmentalhealth.com If you're enjoying the show, please pass it along! It's free and has been published every single day since January 1, 2017. We're also very grateful for your five-star ratings—it shows that people are listening and looking forward to new episodes.
As renewables dominate more of the UK grid, the role of gas is being fundamentally redefined. It's no longer the workhorse it once was, but we're still going to need a lot of it. Even if gas makes up just 5% of electricity generation by 2030, we could still need around 35GW of capacity to back up wind and solar when the weather doesn't play ball. Transitioning from today's two-shift, baseload model to one that acts more like a strategic reserve in an intermittent, renewables-driven system. In this episode of Transmission, Tom Glover, UK Country Chair for RWE, joins the podcast to explore the future of gas in a net-zero electricity system, the realities of hydrogen and CCS retrofits, and what it will take to revive onshore wind in Great Britain. Key topics include:Why the UK still needs 35GW of gas capacity, even as generation declines.What hydrogen and CCS really mean for the future of thermal plants.How gas is shifting from a baseload resource to a flexibility reserve.Why market design and investment signals must evolve for net zero.What's holding back UK onshore wind and how to fix it.About our guestTom Glover is the UK Country Chair at RWE, which operates Britain's largest power generation fleet. With more than two decades of experience in the energy sector, Tom brings a wide-angle view of how the UK's electricity system is changing from fossil fuels to renewables, and everything in between. He also chairs RWE's UK renewables business and holds board roles at Energy UK and the Carbon Capture and Storage Association, making him a key voice in the country's energy transition conversation.About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage solutions understand the market - and make the most out of their assets.All of our podcasts are available to watch or listen to on the Modo Energy site. To keep up with all of our latest updates, research, analysis, videos, podcasts, data visualizations, live events, and more, follow us on LinkedIn. Check out The Energy Academy, our bite-sized video series breaking down how power markets work. Sign up to the Modo Energy Weekly Dispatch for expert insights on energy storage, market shifts, and policy updates - delivered straight to your inbox every week.
As renewables dominate more of the UK grid, the role of gas is being fundamentally redefined. It's no longer the workhorse it once was, but we're still going to need a lot of it. Even if gas makes up just 5% of electricity generation by 2030, we could still need around 35GW of capacity to back up wind and solar when the weather doesn't play ball. Transitioning from today's two-shift, baseload model to one that acts more like a strategic reserve in an intermittent, renewables-driven system. In this episode of Transmission, Tom Glover, UK Country Chair for RWE, joins the podcast to explore the future of gas in a net-zero electricity system, the realities of hydrogen and CCS retrofits, and what it will take to revive onshore wind in Great Britain. Key topics include:Why the UK still needs 35GW of gas capacity, even as generation declines.What hydrogen and CCS really mean for the future of thermal plants.How gas is shifting from a baseload resource to a flexibility reserve.Why market design and investment signals must evolve for net zero.What's holding back UK onshore wind and how to fix it.About our guestTom Glover is the UK Country Chair at RWE, which operates Britain's largest power generation fleet. With more than two decades of experience in the energy sector, Tom brings a wide-angle view of how the UK's electricity system is changing from fossil fuels to renewables, and everything in between. He also chairs RWE's UK renewables business and holds board roles at Energy UK and the Carbon Capture and Storage Association, making him a key voice in the country's energy transition conversation.About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage solutions understand the market - and make the most out of their assets.All of our podcasts are available to watch or listen to on the Modo Energy site. To keep up with all of our latest updates, research, analysis, videos, podcasts, data visualizations, live events, and more, follow us on LinkedIn. Check out The Energy Academy, our bite-sized video series breaking down how power markets work. Sign up to the Modo Energy Weekly Dispatch for expert insights on energy storage, market shifts, and policy updates - delivered straight to your inbox every week.
Industrial Talk is onsite at DistribuTech 2025 and talking to Maura Nespoli, Vice President at Prysmian about "Cabling solution for energy transition". Scott Mackenzie interviews Maura Nespoli, VP of Sales and Renewable and Sustainable Solutions at Prysmian, a leading cable industry company. Maura discusses Prisma's role in the energy transition, focusing on solar and wind farm solutions. She highlights the company's innovative technologies, such as the eatery X technology, which can reduce energy losses by 30% and CO2 emissions by 25%. Maura emphasizes the importance of digitalization in data centers and the need for sustainable practices in cable manufacturing. She also notes the significant demand for cables in the US, particularly in the data center market, and the challenges of meeting this demand while maintaining efficiency and sustainability. Action Items [ ] @Scott MacKenzie - Connect with Maura on LinkedIn to learn more about Prysmian's sustainable cable solutions. [ ] Explore opportunities to leverage existing infrastructure and optimize efficiency rather than just building new transmission lines. Outline Introduction and Welcome to Industrial Talk Podcast Scott MacKenzie welcomes listeners to the Industrial Talk Podcast, emphasizing the importance of industry professionals and their contributions. Scott mentions the sponsorship by Siemens and encourages listeners to visit siemens.com for more information. The podcast is broadcasting live from Distribute Tech in Dallas, Texas, where industry professionals gather to discuss utilities, transmission, and distribution. Introduction of Maura Nespoli and Her Role Scott introduces Maura Nespoli, who is in the hot seat for the interview. Maura confirms her attendance at the conference and mentions she is from Kentucky, not Milan. Scott and Maura discuss their experiences with bourbon, with Maura expressing her uncertainty about it. Maura provides a brief background about her company, Prysmian, which is leading the cable industry. Maura's Background and Role at Prysmian Maura shares that she is from Italy and has been working in the cable industry for seven years. She explains her role as VP of Sales and Renewable and Sustainable Solutions at Prysmian. Maura elaborates on the importance of the cable industry in the energy transition, focusing on solar and wind farm solutions. She discusses the company's focus on innovation, digitalization, and sustainability, including reducing CO2 emissions and promoting recyclability. Digitalization and Innovation in the Cable Industry Maura explains how digitalization plays a key role in the data center market, which is growing rapidly. She describes the combination of large cables needed in data centers and those related to digitalization. Scott and Maura discuss the various types of cables Prysmian deals with, including transmission, distribution, and specialty cables. Maura highlights the importance of innovation in keeping up with the fast-paced market and the company's efforts to stay ahead. Sustainability and Innovation in Cable Manufacturing Maura discusses the company's approach to sustainability, including reducing CO2 emissions and promoting recyclability. She explains the role of R&D in building cables that are more sustainable and efficient. Maura introduces the company's eatery
An update to a few episodes over the years about the cost of renewable energy generation compared to fossil fuel generation. Read more about the UN address here ★ Support this podcast on Patreon ★
Willem du Toit , senior VP for Advisory and Investment Banking at Standard Bank CIB discusses how investors navigate and mitigate risks within the renewable energy space. SAfm Market Update - Podcasts and live stream
In this episode, we sit down with Ken Bossong, executive director of the Sun Day Campaign and a clean energy advocate who's been active since the very first Earth Day in 1970. With over 50 years of experience pushing for renewable energy solutions, Ken shares stories from the early solar movement, the rise of wind and solar power, and why nuclear might not be the climate solution some think it is. From his time in the Peace Corps to working with Ralph Nader, Ken has seen the evolution of energy policy up close and he's not slowing down. Topics covered: Sun-Day Campaign Earth Day Podcast with Aidan Charron of Earthday.org www.podcasts.apple.com Fossil Fuels Nuclear Power Solar Price Utility Solar and Wind Natural Gas Coal Climate Change Nuclear Waste ESS = Energy Storage System Decentralized Systems Smarter E Rooftop Solar Transmission Nuclear Fusion & Nuclear Fission Peace Corps Energy Policy Chernobyl Fallout Offshore Wind Reach out to Ken Bossong Here: Email: sun-day-ampaign@hotmail.com Learn more at www.solarSEAN.com and be sure to get NABCEP certified by taking Sean's classes at www.heatspring.com/sean
The Uptime hosts examine Interior Secretary Doug Burgum's federal oversight mandate, the administration's plan to replace Idaho's cancelled Lava Ridge Wind Farm with six nuclear reactors, and critique a recent wind conference in Australia. The discussion also covers French utility EDF's plan to sell 50% of its North American wind portfolio to raise 2 billion euros for nuclear upgrades in France. Sign up for the next SkySpecs webinar! Register for UK Offshore Wind Supply Chain Spotlight 2025! Sign up now for Uptime Tech News, our weekly email update on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard's StrikeTape Wind Turbine LPS retrofit. Follow the show on Facebook, YouTube, Twitter, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes' YouTube channel here. Have a question we can answer on the show? Email us! Allen Hall: [00:00:00] Mark your calendars December 11th at the Royal Highland Center in Edinburgh, because you'll want to be at the UK offshore wind supply chain Spotlight 2025. This isn't just another conference. It's where the UK's offshore wind supply chain comes together. Co-hosted by ORE Catapult and the Offshore Wind Growth Partnership. Spotlight 2025 is where developers connect with suppliers and where the next breakthrough in offshore wind technology gets its moment to shine. So whether you're looking to forge new partnerships, secure critical investments, or simply stay ahead of the curve in this rapidly evolving sector, you'll need to register for this event. Remember December 11th in Edinburg for Spotlight 2025. Just Google. Edinburgh Supply Chain Spotlight 2025. You can register today. You're listening to the Uptime Wind Energy Podcast, brought to you by bill turbines.com. Learn train and be a part of the Clean Energy Revolution. [00:01:00] Visit build turbines.com today. Now here's your hosts, Alan Hall, Joel Saxon, Phil Tartaro, and Rosemary Barnes. Allen Hall: Well, greetings from Charlotte, North Carolina to the Queen City. I'm Alan Hall and I'm here with Phil Tartaro from the Golden State of California. And Joel Saxon is at an undisclosed location in a secure bunker, so that's not gonna leak out where he is. And Rosemary is enjoying the winter months in beautiful Australia. And we have some interesting topics this week, but I wanna lead off with Rosemary. Went to another WIN conference, WIN plus conference in Australia. Rosemary. Rosemary Barnes: Yeah, actually I, I feel petty, um, dissing this conference now because this is the one that Alan, you and I did a whole episode on how bad this conference was last year and, um. That's what caused us to feel like we needed to organize our own wind energy conference. Uh, that covered some technical topics, but you're walking around the conference, like, why is there so much hydrogen stuff at a wind energy conference? And I'm like, okay, well maybe that's like what they perceive that, you know, most of the [00:02:00] new projects in Australia, all the big ones say that they're associated with hydrogen. So maybe that's it. And then I started seeing a lot of, um, carbon capture things and, you know, like eels and all sorts of, all sorts of things related to. CO2. Um, so that confused me. Um, and then I saw that it was also a carbon capture conference too. So yeah, the exhibition was, was not, not too bad. I had definitely had lots of good conversations with people. Um, some interesting things like, um, the drone, uh, yeah, drone inspections, a few new capabilities coming up. There were a couple of people with good drones, um, that can. Test the resistance of an LPS and say that they can do a whole turbine in an hour and a half. So, um, that's, that's pretty good. There was also some cool NDT, uh, non-destructive testing stuff and a really small portable ultrasound machine, and they wouldn't give me a price,
Renewable energy (including low-carbon sources like solar and wind) is rapidly shifting to a higher profile sector of the way Americans derive electricity to power homes and workplaces. To see additional resources and our other programs, please visit humanmedia.org . Humankind specials are heard on NPR and PRX member-stations, in association with GBH Boston.
Renewable energy (including low-carbon sources like solar and wind) is rapidly shifting to a higher profile sector of the way Americans derive electricity to power homes and workplaces. To see additional resources and our other programs, please visit humanmedia.org . Humankind specials are heard on NPR and PRX member-stations, in association with GBH Boston.
Send us a textOn this week's episode of the WTR Small-Cap Spotlight, Nir Brenmiller, Chief Operating Officer, Co-Founder and Director at Brenmiller Energy (NASDAQ ticker BNRG), joined Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and Peter Gastreich, Energy and Sustainable Investing Analyst at Water Tower Research to discuss: 1) the company's innovative heat storage technology that bridges the intermittency of renewable energy generation and provides clean energy in the form of steam to industrial and other customers; 2) the multi-trillion dollar market opportunity for decarbonization of heat and electrification of heat; 3) what makes the technology competitive and lower cost when compared to traditional boilers and natural gas; 4) the company's “heat as a service” business model targeting leading corporations looking to decarbonize; and 5) the first flagship operations starting by the end of this year plus a $500 million pipeline.
Amish E-Bikes, Balcony Solar, and a Djibouti Wind Boom E-bikes are quietly transforming Amish communities, balcony solar panels are powering up UK homes, and the tiny African nation of Djibouti is making huge renewable energy strides. Plus, Brian returns from London with fresh eyes on electric taxis, streetcars, and some eyebrow-raising climate solutions. We explore how indoor air quality is the our new air quality frontier. Bill Gates is backing a new kind of wind energy. Plus, climate change delivers catastrophic floods to Texas. YouTube: https://www.youtube.com/c/thecleanenergyshow TikTok: https://www.tiktok.com/@cleanenergypod Instagram: https://www.instagram.com/cleanenergypod/
Our guests in The Sustainable Hour are Wayne Wadsworth (Wadzy), and Marama Grace Brownsdon (Mims).
The President of the United States signed the “Big, Beautiful Bill” into law on July 4th. The new legislation brings big changes to the future of U.S. clean energy development. It reduces many (though not all) of the Biden-era subsidies from the Inflation Reduction Act of 2022 (IRA). This week on the podcast, our guest is Mike Carr, Executive Director at SEMA Coalition—an organization supporting the U.S.-based solar supply chain. Mike has extensive experience in U.S. federal energy policy, including past positions at the Department of Energy and the U.S. Senate Committee on Energy. Jackie and Peter asked Mike: How would you characterize the Bill's impact on U.S. clean energy, and what damage has it caused? At a high level, does this major policy shift lessen the appetite for investment, even in areas where subsidies remain, due to concerns about political uncertainty? For clean technology manufacturing, such as solar panels, do the newly introduced restrictions on Foreign Entities of Concern (like China) regarding content, intellectual property, and investment make it more challenging to qualify for the production tax credit (45X)? Renewable energy projects that commence construction within a year of the Bill's passage can still be eligible for subsidies for the following four years; does this create a construction boom, and what happens afterward? Given China's dominant position in manufacturing many types of clean energy technology, how should the U.S. compete? Is it better to leapfrog China with innovation, rather than simply following and producing the same technology?Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ Check us out on social media: X (Twitter): @arcenergyinstLinkedIn: @ARC Energy Research Institute Subscribe to ARC Energy Ideas PodcastApple PodcastsAmazon MusicSpotify
Tesla shares fall as Elon Musk says he wants to create a third major political party in the U.S. What's it mean for the stock? We discuss. Then the One Big Beautiful Bill Act cutting back tax credits for the renewable energy sector. A closer look at how that could negatively impact U.S. AI growth. Plus the CEO of Howard Hughes joins the show with why he thinks the recent weakness in the housing market is only temporary.
Bill and Darrell discuss the latest discovery of a fungus that breaks all records. With it they smoke the Drew Estate Factory Smoke Sun Grown and sip some James E. Pepper Barrel Proof Straight Bourbon whiskey. https://www.sciencealert.com/scientists-discover-backyard-fungi-that-can-break-down-tough-plastic-in-just-140-days
Sunny weather in June produced a number of new solar power records for Ireland, according to provisional data from grid operator EirGrid. Periods of fine weather on 6 June and 16 June saw new records set, with a final peak of 768 MW (Megawatts) set shortly before noon on Thursday, 19 June. This means the peak for grid-scale solar in Ireland is almost 200 MW higher at the midway point in 2025 than at the same time last year. Renewable electricity met 38% of demand in June, with 30% of total electricity needs being met by wind power and 5% coming from solar over the month. Gas proved the single largest source of electricity generation in June at 36%, with imports at 23%. Just over 1% of demand was met by coal, with June marking the last month in which it will be used for electricity generation following the final use of coal power at Moneypoint. While renewables can provide for up to 75% of electricity at any given time, what is known as the System Non-Synchronous Penetration or 'SNSP' limit, the level of renewables on the system dropped to as low as 5% at points in June. Periods of lowest renewable availability typically occur on still nights where there is little wind and no solar activity, with electricity predominantly coming from conventional generation at such times. Overall electricity system demand stood at 2,636 GWh (Gigawatt Hours) for June, marking a slight decrease from demand in May. Charlie McGee, System Operational Manager at EirGrid, said: "While it doesn't necessarily need to be sunny to produce solar power, some of the peaks we see over the summer period typically occur during periods of strong sunshine. "The increased rollout of grid-scale solar in Ireland means we're seeing more records being set, with a marked increase from the levels of generation we saw just a year ago. June was an important month for the electricity grid in another sense, as we will no longer see coal reflected in our fuel mix following its final use in Moneypoint last month."
Clean hydrogen may be the future of renewable energy to some, but substantial upfront costs are a hindrance to truly enabling the industry to flourish. The First Public Hydrogen Authority (FPH2) and CEO Jason Caudle are working to change that.On this episode of Alternative Power Plays, Buchanan's John Povilaitis and Alan Seltzer talk with Caudle about FPH2 and the future of hydrogen energy. Prior to FPH2, Caudle spent the entirety of his career in local government, working for the city of Lancaster, California, for about 17 years including leading the city's energy department.During the episode, Caudle discuses why Lancaster, PA, was the right place for a hydrogen energy program, his expected timing for bringing this type of renewable energy to life more broadly, what steps need to be taken to enable a more renewable future, and how to expand this energy beyond more green-energy-focused states like California. To learn more about First Public H2, visit: https://www.firstpublich2.com/To learn more about Jason Caudle, visit: https://www.linkedin.com/in/jason-caudle-b594742a 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 February this year BP announced it was cutting its investment in green energy ventures from $5B to $2B while reallocating $10B to fossil fuels, and abandoning its 2030 oil output reduction target. Shell has also scrapped its planned 20% carbon reduction cut for 2030. It's not a good display of intent from the perspective of the energy transition. In a highly volatile and uncertain policy environment it's troubling for investors and clean energy developers. The prioritisation of short-term profit at the expense of long-term climate impact has many implications.To find out, host Sylvia Leyva Martinez is joined by private investor Ben Dell, Managing Partner at Kimmeridge. He says that while “everyone wants low-cost energy on demand with a minimal carbon footprint, every dollar invested has to be cost-competitive. Philanthropy is not an investing strategy.” What does that mean in the context of clean energy deployment?Plus, Wood Mac analyst Tom Ellacott joins the show to look at the outlook for oil and gas in light of the news from the majors. As he sees it, gas is a growth fuel for the next 20 - 30 years and the most optimal power delivery system is still renewables paired with small-scale batteries and natural gas. So why are major energy providers flip-flopping with their strategies when this is widely accepted?The key questions are: how are oil and gas majors adjusting their capital allocation between fossil fuels and renewables? What's the role of natural gas in the transition? And how should investors navigate volatility and uncertainty in energy markets? You'll get the answers here.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Sponsored by KPMG Policy shifts and market pressures are making big headlines in renewables industry in the US. Amid all the uncertainty, Daniel Cruise, Partner and Head of Renewables at LIUM, returns to the show to provide an update on the state of the solar sector. Leveraging data gathered via LIUM's solarSAT montioring system, Daniel offers a near-term forecast for utility-scale solar that many listeners of this podcast might find surprising.(Note: This episode was recorded on June 25, 2025)More resources from KPMG:Shaping the Future of Renewable and Emerging EnergiesNatural Gas Power Surge The First 100 Days: The New Administration's Impact on EnergySign up for the Renewable Energy SmartBrief
Kait Williamson from Flow Power on how one Victorian town built its own green power solution from the ground up. Plus the news of the week.
In this Roofing Road Trips® episode, Karen Edwards sits down with Anthony Romero, Eric Cieslak and Rob Smith of ABC Supply to discuss key regulatory and economic forces shaping the solar landscape, from tariffs to the game-changing domestic content bonus credit. Discover how the commercial and industrial sector is reshaping solar installation, what challenges roofers are facing on the ground and how trends like Building-Integrated Photovoltaics (BIPV) and battery storage are redefining energy on the rooftop. Learn more at RoofersCoffeeShop.com! https://www.rooferscoffeeshop.com/ Are you a contractor looking for resources? Become an R-Club Member today! https://www.rooferscoffeeshop.com/rcs-club-sign-up Sign up for the Week in Roofing! https://www.rooferscoffeeshop.com/sign-up Follow Us! https://www.facebook.com/rooferscoffeeshop/ https://www.linkedin.com/company/rooferscoffeeshop-com https://x.com/RoofCoffeeShop https://www.instagram.com/rooferscoffeeshop/ https://www.youtube.com/channel/UCAQTC5U3FL9M-_wcRiEEyvw https://www.pinterest.com/rcscom/ https://www.tiktok.com/@rooferscoffeeshop https://www.rooferscoffeeshop.com/rss #CustomerHastag #RoofersCoffeeShop #MetalCoffeeShop #AskARoofer #CoatingsCoffeeShop #RoofingProfessionals #RoofingContractors #RoofingIndustry #ABCSupply
The UK is on the edge of a power crisis. A new report warns that unless France provides backup electricity, Britain will face rolling blackouts by December.We've got five ageing nuclear stations producing just 10% of what's needed. The rest? Imported from struggling neighbours.The worst part? The system was sabotaged. Coal plants weren't just shut down—they were demolished. Renewable targets were chased without building proper backups. Now the National Grid is warning of “tight days” in early December and mid-January.Meanwhile, gas plants are charging 100x market rates for emergency use. And the government? They're focused on smart meters and shifting blame to the public.This is the cost of bad planning and blind ideology.Prepare now. Energy. Water. Food. And if you haven't yet, secure your finances with hard assets like gold and silver.Support the showThanks for listening. For more commentary, join my newsletter! To Stay In Touch: Click Here To Subscribe To My NewsletterSee you next time!
https://youtu.be/dRkqXHvU71oThe Polyfloss team is back with a game-changer: a mini plastic recycling machine small enough for your workshop. Matt reconnects with co-founders Audrey Gaulard, Émile De Visscher, and Christophe Machet to discuss how they're putting plastic recycling directly into people's hands - and why that matters.Previous Polyfloss interview:https://stilltbd.fm/episodes/158-fixing-our-plastic-problem-polyfloss-interview/(00:00) - - Intro (05:07) - - Polyfloss Interview YouTube version of the podcast: https://www.youtube.com/stilltbdpodcastGet in touch: https://undecidedmf.com/podcast-feedbackSupport the show: https://pod.fan/still-to-be-determinedFollow us on X: @stilltbdfm @byseanferrell @mattferrell or @undecidedmfUndecided with Matt Ferrell: https://www.youtube.com/undecidedmf ★ Support this podcast ★
In this episode, we explore the cutting edge of green H2 technology with two major players in the space: Ohmium and Vallourec. We begin with Ohmium, whose hyper-modular PEM electrolyzers are redefining installation scalability and cost-efficiency. We discuss how the Lotus Mark 2 electrolyzer, with its dynamic ramping capabilities, enhances integration with intermittent renewable energy sources, ensuring higher system efficiency and production reliability. Then we spoke with Vallourec regarding how they are tackling the complex challenges of H2 storage and transport with premium tubing solutions and robust testing protocols to mitigate risks like H2 embrittlement. We also spotlight Vallourec's material innovation and collaborations that drive hydrogen projects forward globally.
The Renewable Fuels Association today welcomed the release of proposed renewable volume obligations for 2026 and 2027, calling the Environmental Protection Agency’s draft rule a “very positive signal” for America’s ethanol industry and farmers. See omnystudio.com/listener for privacy information.
Climate policy in the U.S. has taken a wild ride in recent years. In this episode of How to Protect the Ocean, I speak with Chris Moyer, founder of Echo Communication Advisors, about the turbulent shifts in federal policy—especially during the Trump and Biden administrations, and how these shifts have disrupted progress in renewable energy. We examine the implications of these changes for energy development, environmental protection, and the impact of public messaging on political will to act. Renewable energy isn't just a technological challenge—it's also a communication challenge. Chris breaks down how effective storytelling and smart policy design can turn the tide, even in politically divided landscapes. We also look at what the future might hold for climate action in the U.S. and what it all means for protecting the ocean and accelerating a transition away from fossil fuels. Chris Moyer Website: https://echocomms.com/ Join the Undertow: https://www.speakupforblue.com/jointheundertow Connect with Speak Up For Blue Website: https://bit.ly/3fOF3Wf Instagram: https://bit.ly/3rIaJSG TikTok: https://www.tiktok.com/@speakupforblue Twitter: https://bit.ly/3rHZxpc YouTube: www.speakupforblue.com/youtube
Dipuo Patel, CTO of Soluna Holdings, joins The Mining Pod! We dig into behind the meter Bitcoin mining, where miners work with local grid builds for cheaper, more stable energy.FILL OUT THE MINING POD SURVEY BY CLICKING HEREWelcome back to The Mining Pod! Today, Dipuo Patel, CTO of Soluna, joins us to talk about renewable-powered Bitcoin mining operations, including Soluna's Project Annie - a 75MW solar-powered data center in northeast Texas. We dive into the challenges of behind-the-meter renewable mining, curtailment solutions, production tax credits, and how Bitcoin mining can solve renewable energy's biggest problems.Subscribe to the newsletter! https://newsletter.blockspacemedia.comNotes:- Project Annie: 75MW data center, 140MW solar farm- Texas has massive renewable energy scale- Production tax credits incentivize green energy- Behind-the-meter regulations are complex- Wind farms often run at 30-40% capacity- Battery storage too expensive for Bitcoin miningTimestamps:00:00 Start01:51 Green energy07:34 Behind the meter10:36 Markets other than Texas14:01 Renewable energy credits17:05 Project Annie19:33 Tax credit rules26:38 Renewables, AI & uptime33:16 Owning vs service provider37:11 Headwinds for renewables44:43 Batteries
FILL OUT THE MINING POD SURVEY BY CLICKING HERE Welcome back to The Mining Pod! Today, Dipuo Patel, CTO of Soluna, joins us to talk about renewable-powered Bitcoin mining operations, including Soluna's Project Annie - a 75MW solar-powered data center in northeast Texas. We dive into the challenges of behind-the-meter renewable mining, curtailment solutions, production tax credits, and how Bitcoin mining can solve renewable energy's biggest problems. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: - Project Annie: 75MW data center, 140MW solar farm - Texas has massive renewable energy scale - Production tax credits incentivize green energy - Behind-the-meter regulations are complex - Wind farms often run at 30-40% capacity - Battery storage too expensive for Bitcoin mining Timestamps: 00:00 Start 01:51 Green energy 07:34 Behind the meter 10:36 Markets other than Texas 14:01 Renewable energy credits 17:05 Project Annie 19:33 Tax credit rules 26:38 Renewables, AI & uptime 33:16 Owning vs service provider 37:11 Headwinds for renewables 44:43 Batteries
Allen Hall covers the appointment of Catrin Jung as Vattenfall's new head of wind division, the Netherlands reaching 20% renewable energy in 2024, Quebec's $1.1 billion funding for a major wind project, and France commissioning its first floating wind farm. Sign up now for Uptime Tech News, our weekly email update on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard's StrikeTape Wind Turbine LPS retrofit. Follow the show on Facebook, YouTube, Twitter, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes' YouTube channel here. Have a question we can answer on the show? Email us! Good news from the offshore wind industry today. Vattenfall has named a new leader for its wind business division. Catrin Jung will take over as Head of Business Area Wind starting July first. Jung currently leads the company's offshore wind operations. She replaces Helene Bistrom, who is leaving the company. Jung joined Vattenfall in two thousand two. She has managed some of the company's largest investments in recent years. The wind division handles both offshore and onshore wind projects. It also manages large solar and battery projects. Jung says staying focused on fossil freedom is more important than ever in these uncertain times. The Netherlands reached a major renewable energy milestone last year. Renewable energy made up nearly twenty percent of the country's total energy use in twenty twenty four. That's up from seventeen point four percent in twenty twenty three. Statistics Netherlands released the preliminary data. The increase comes mainly from new offshore wind turbines and more biodiesel use in transportation. The overall renewable energy consumption reached three hundred fifty eight petajoules. That's a fifteen percent increase from twenty twenty three. Biomass remained the largest renewable source. Wind came second, followed by solar power. Renewables were mostly used for electricity at sixty percent. Heat and cooling accounted for twenty eight percent. Transport fuels made up twelve percent. The share of renewables has more than doubled compared to five years ago. A major wind energy project in Quebec has secured its funding. Invenergy and a consortium of 209 municipalities and territories in Eastern Quebec announced the closing of one point one billion dollars Canadian in financing. The money will fund the PPAW 1 Wind Energy Centre. The work will create three hundred fifty jobs during construction. Construction will happen throughout twenty twenty five and twenty twentysix. Commercial operation is expected in late twenty twenty six. Once operational, the project will add three hundred fifty megawatts to the local grid. France has achieved a renewable energy first. EDF Renewables has fully commissioned the country's first floating wind farm. The Provence Grand Large wind farm has a power capacity of twenty five megawatts. The farm features three floating wind turbines installed seventeen kilometers off the France's Mediterranean coast This is the first floating wind farm in France and across the entire Mediterranean basin. The project uses unique anchoring technology. Siemens Gamesa built the turbines. They're installed on floats with tight anchor lines. The technology was inspired by systems used to stabilize oil platforms. SBM Offshore and IFP Energies Nouvelles developed this technology. It's suitable for deep sea areas and provides excellent float stability. Bernard Fontana, Chairman and CEO of EDF, says the project helps diversify renewable energy sources. He calls it an important project for France's energy sovereignty. The experience will help with construction of EDF's second floating wind farm, Mediterranee Grand Large. EDF was awarded that contract in December twenty twenty four.
Preview: Colleague Bob Zimmerman updates the probability of the Andromeda Galaxy colliding with our Milky Way. More later.Preview: Colleague Bud Winstein reports that the base load for maintaining electricity for Texas and other heavy demand states best include coal fired plants, a bridge fuel to the renewable future. More later. 1892 WACO TX
Welcome to the daily304 – your window into Wonderful, Almost Heaven, West Virginia. Today is Wednesday, June 4, 2025. #1 – From WV EXECUTIVE West Virginia's energy consumption has evolved significantly over the past 40 years. While the state remains a coal-dominant energy producer, with 85.6% of its electricity generated from coal-fired power plants, there is a growing emphasis on diversifying energy sources. Renewable resources like wind and hydroelectric power are making steady progress, contributing to the state's energy mix. Policy and regulatory changes, such as incentives for clean energy, are expected to further drive the adoption of energy-efficient practices. Read more: https://wvexecutive.com/west-virginias-evolving-energy-landscape/ #2 – From WV LIVING Looking for a pet-friendly getaway? The Greater Summersville Area offers a perfect retreat for you and your four-legged companions. Summersville Lake, spanning over 2,000 acres, provides ample space for pets to explore and enjoy the outdoors. With activities like boating, paddleboarding and hiking, it's an ideal destination for the entire family. Read more: https://wvliving.com/explore-the-greater-summersville-area/ #3 – From WESTVIRGINIA.GOV West Virginia continues to drive economic growth through strategic initiatives and partnerships. By leveraging its natural resources and investing in infrastructure, the state is attracting new businesses and fostering innovation. These efforts are positioning West Virginia as a competitive player in various industries, contributing to job creation and economic diversification. Read more: https://westvirginia.gov/gatc-health-advancing-medicine-with-ai-in-yeswv/ Find these stories and more at wv.gov/daily304. The daily304 curated news and information is brought to you by the West Virginia Department of Commerce: Sharing the wealth, beauty, and opportunity in West Virginia with the world. Follow the daily304 on Facebook, Twitter, and Instagram @daily304. Or find us online at wv.gov and just click the daily304 logo. That's all for now. Take care. Be safe. Get outside and enjoy all the opportunity West Virginia has to offer.
DAMIONLet's start with a softball: Tesla's Europe sales plunge 49% on brand damage, rising competition. Who Do You Blame?ElonLiberals Who Hate ElonTrump 2.0The Tesla board (I'm looking at you Robyn and Kimbal)Apathetic Tesla investorsNobody. Share price is king. MMISS backs Dynavax directors in board fight with Deep Track CapitalDeep Track Capital, which is Dynavax's second largest shareholder with a nearly 15% stake, is pushing on with a proxy fight and wants new directors to prioritize development of the company's hepatitis B vaccine instead of pursuing new acquisitions."Vote for all four management nominees," ISS wrote in a note to clients that was seen by Reuters. "The dissident has failed to present a compelling case that change is necessary at this meeting."Despit that "There has been a stall in momentum" and that "the market has in no way rebuked the company's strategy" even though Dynavax's stock price has fallen 18% over the last 12 months.Who Do you Blame?ISS, for an inability to articulate big ideas with data.Dynavax's current board knowledge profile: while pretty balance overall with science-y stuff like Medicine and Dentistry (14%); Biology (15%) along with a reasonable amount og Economics and Acounting (12%), the board notably lacks Sales and Marketing (0%).Deep Track Capital nominee probably fits that bill: an experienced drug development and commercialization professional most as interim CEO/COO at Lykos Therapeutics, including overseeing the commercialization of Moderna's COVID-19 vaccine and marketing and sales at Sanofi PasteurISS, again, for ignoring the presence of 15-year director and Nominating Committee chair Daniel Kisner. Why is this guy allowed to maintain dominance over the selection of new directors?Especially consider the presence of fellow long-tenured director Francis Cano on the committee who is 80 and has served for 16 yearsCano had 29% votes against in 2018, but then only 4% in 2021 and 8% in 2024 The board's atrocious lack of annual elections. While the company celebrities the appointments of two new directors in early 2025, one of them, Emilio Emini, will not be up for shareholder review until the 2027 AGMCan I blame DeepTrack (14%), BlackRock (17%), Vanguard (7%), and State Street (6%) = 44%PepsiCo Is Pushing Back its Climate Goals. The Company Wants to Talk About ItPepsiCo said Thursday it pushed back by a decade its goal to achieve net-zero emissions from 2040 to 2050, as well as a handful of delays on plastic packaging goals, to name a few of the shiftsJim Andrew, chief sustainability officer, said PepsiCo's ability to make progress at the rate it would like to “is very very dependent on the systems around us changing.” He added the “world was a very different place” when it was working on these goals in 2020 amid a completely different political and regulatory landscape.Who Do You Blame?Pepsi's very large board of 15 directorsmost governance experts and research converge around an ideal range of 7 to 11 directors. Which really means 9?Beyond 11, boards often suffer from slower decision-making and diluted accountability.Pepsi's completely protected class of directorsAccording to MSCI data: no current director has received more than 9% votes against since the 2015 AGM. Average support is over 97%Despite hitting .400 overall (peers hit .581): .396 carbon (vs. 473) and .180 on controversies (vs. 774)The fact that the company is named Pepsico and not Pepsi which is kinda irritatingPepsi's Gender Influence Gap of -11%In fact, of the top 7 most influential directors, 6 are men with 68% aggregate influenceThe woman is Dina Dublon (11%), the former CFO at JPMorgan Chase, who has been on the board for two decades. I guess her experience as a director on the Westchester Land Trust is not enough to sway the gentlemen.The Land Trust is chaired by Wyndham Hotels director Bruce Churchill, whose experience at DirectTV must really be crucial in the protection of the natural resources of Westchester CountyWhat Makes a Great Board Director? It's Hard to Define, but It Has Rarely Been More Crucial. Who Do you Blame?The WSJ for still failing to define it appropriately despite being the effing WSJ!Proxy advisory firms, for not having the data that could better inform shareholdersThe SEC/listing exchanges for not requiring data that could better inform shareholdersEvery person in the world who does not use Free Float Analytics data2025 U.S. Proxy Season: Midseason Review Finds Sharp Drop in Shareholder Resolutions on BallotTrump 2.0Darren Woods and ExxonThe anti-ESG shareholder proponents for depressing us with their political theaterApathetic investorsMATTBall CFO to depart after less than 2 years in roleHoward Yu: The departure is not related to any disagreement with the Company on any matter relating to its accounting practices, financial statements, internal controls, or operations.Because everyone leaves in less than 2 years when they're happy? Who do we blame!:Ball's Audit Committee - only 29% of company influence, but maybe they're too busy to pay attention to the CFO at all? We know audit committee roles are hugely time consuming, so Cathy Ross (ex CFO FedEx) on two audit public audit committees, John Bryant (ex CEO of Kellogg) on FOUR audit committees, Michael Cave (ex Boeing exec from 787 Max days) on just Ball audit, and Todd Penegor (current CEO of Papa Johns) on THREE boards AND an acting CEOBall's Nominating Committee - 48% of company influence, maybe they suck at their jobs? Stuart Taylor, who's been on the board since 1999, Dune Ives, Aaron Erter, and… Cathy Ross and John Bryant, also on the audit committeeHoward Yu, who departed unrelated to “any disagreement with the Company” on anything he actually did thereCEOCathy Ross and John Bryant93% of U.S. Executives Desire Board Member ReplacementsOld people: There are 14,440 non executive directors in the US on boards with an average age of 63 years old and 2,569 executive directors with an average age of 58.298 companies in the US have at least ONE director over the age of 80. Directors over the age of 80 have on average 9% influence on the board and on average 19 years of tenure - old and no one actually listens to them.Two US directors - Tommy Thomson (82 years young) and John Harrington (87 years young) are on THREE boards eachMeyer Luskin is 100 years old on the OSI Systems board - he is UCLA class of 1949 and has 6% influence after 35 years on the boardMilton Cooper is 95 years old on TWO boards - Getty Realty and Kimco Realty, where he has 53 and 34 years of tenureImagine being a 58 year old CEO and chair of your board and showing up to have to listen to John Harrington and Meyer LuskinOutlandishly outsized influencersOf 24,000 US directors, 591 have more than 50% influence on their boards. Those boards average 7 other people - is there a point to those 7? Connected directors hating on unconnected directorsThere are 575 directors on boards who are connected to 50% or more of the board… A fun example - at Target, 92% of the directors are connected through other boards or trade associations - that's 11 out of 12 directors. Do you think the board just hates Dave Abney for having no obvious connections to them?Shrill womenThere are 7,450 female directorships on US public boards596 have advanced degrees from elite schools80 of them are non executives at widely held corporations with no ties to the company or family with zero known connections to the existing board membersDon't the other directors just wish they weren't there being smart asses?Meta Buys 650 MW of Renewable Energy to Power U.S. Data CentersAES, the woke Virginia based energy company with 5 women and 6 men on the board where 63% of the board has advanced degrees and four of the board members aren't even AmericanArkansas, the woke state that allowed solar energy to get built thereMeta AI, because AI can't even discriminate against renewable energy because it's so wokeMark Zuckerberg, the dual class dropout dictatorMark Zuckerberg, the government ass kisser, MAGA convert, and attendee at the oil state Qatari meetup with Trump who set up this purchase, like, BEFORE the world hated woke, so it's not his fault because he's REALLY super into oil and stuff
* Spain's grid blackout causing even Tony Blair to admit the green agenda's failure and pivot to Trump's carbon capture con * If tariffs aren't inflationary then why was the White House in a frenzy to silence Amazon's plan to itemize skyrocketing surcharge costs? * On the positive side, the REINS Act is back and could check the regulatory abuses of the bureaucracy * Big Pharma's statin lies, FDA-approved “meat glue” in your nuggets, lab-grown milk horrors, and the biggest economic fraud — “health insurance” plus hospitals jacking up bills * Dive into J. Warner Wallace's gritty graphic novel for entertainment and a dose of truth amid the madness!2:30 The Grid Reset? Green Grifters Pivot After Spanish Grid BlackoutThey ignored the warnings and now even Tony Blair is admitting that they went to far for a problem that isn't. However, the former leftist PM is pivoting to another big scam that's EXACTLY what Trump and his cronies want for the USA 30:15 LIVE audience comments 34:43 Why Did Trump Get So Upset About Itemizing the Surcharge on Amazon? Itemizing surcharges has long been both a business practice and a protest by restaurants, hotels and others. But neither Biden's FTC nor the Trump administration like protests But Trump's administration is in a frenzy to bury the truth about skyrocketing prices from his chaotic tariffs, bullying Amazon's Jeff Bezos into silencing plans to itemize tariff surcharges. First they said it wouldn't be noticeable, now they're furious and attacking Biden for inflation (didn't Trump's lockdown & UBI programs have something to do with inflation?). 58:27 Another Flip on Auto TariffsTrump's automotive tariffs are rooted in a questionable 1960s law, forcing automakers to slam on the brakes, paralyzing supply chains and strangling the economy with uncertainty. Now there's been another change. It's the chaos, stupid, that is destroying the economy. Did they think ANY of this through? 1:04:02 Will Congress Unleash the REINS Act to Rein in Bureaucratic Tyranny?Politico's in a panic over the proposed REINS Act, set to take back regulatory power they abdicated to the bureaucracy and hand President Trump unprecedented veto power, obliterating the unchecked rule-making of unelected bureaucrats! Will it pass? 1:11:15 UPS and DHL Making Adjustments for Recession, Downsizing, and Erratic RegulationsUPS to axe 20,000 jobs and shutter 200 sorting centers! The ripple effects of his erratic taxes will decimate small businesses, as even large ones struggle 1:19:18 LIVE audience comments 1:27:29 Trump's Shocking Embrace of Lockdown Queen Gretchen Whitmer Partisans on both sides are shocked but one of the “bad Democrat governors” of lockdown, wretched Gretchen arguably the worst, once vilified by MAGA for banning seeds and jailing barbers is palling around with Trump — again. Uniparty power where politics is a sham, and control is king 1:30:42 Statins, Cholesterol, Lying with Statistics, and Lab-MilkExposing the fraud of BigPharma statistics and the FDA's “Free to Do Anything” attitude toward food and pharmaceuticals 1:43:01 Happy Birthday: A Sordid Tale of Corporate Copyright BullyingIf only we all had as many birthdays as intellectual property — kept on life support for a century. But Warner got caught in the fraud and extortion. 1:46:44 Meat Glue MadnessThe food industry's dirty secret, “meat glue” (microbial transglutaminase), is lurking in your chicken nuggets, veggie burgers, and processed foods while the FDA turns a blind eye. 1:50:42 The Fraud of “Health Insurance” A shocking case reveals hospitals colluding with insurers to skyrocket bills making bills for those with insurance FAR HIGHER than for the uninsured Discover how to break free with cash-based care and dismantle this predatory system before it bankrupts your family 1:56:53 Abortion Pill: 22x Higher RisksA bombshell revelation rocks the medical world: the abortion pill's dangers are 22 times worse than reported, with 1 in 10 women facing severe hemorrhaging, infections, and hospitalizations! 2:02:28 “Case Files: Murder & Meaning” — A Gritty Graphic NovelJ. Warner Wallace, ColdCaseChristianity.com, author of the #1 Mystery Graphic Novel in America Dive into the heart-pounding world of Cold Case Christianity's visually stunning new graphic novel that blends raw, realistic crime drama with a subtle yet powerful Christian worldview. Forget preachy tales—this gritty narrative of a team of hardened detectives hunting a cunning serial killer in Los Angeles challenges secular assumptions, sparks deep conversations, and offers free resources to equip you for life-changing discussions. 2:47:05 Police State Power Grab and Elite ExcessesIf you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation through Mail: David Knight POB 994 Kodak, TN 37764 Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7 Money should have intrinsic value AND transactional privacy: Go to DavidKnight.gold for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to TrendsJournal.com and enter the code KNIGHT For 10% off supplements and books, go to RNCstore.com and enter the code KNIGHTBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.