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Is nuclear power the key to sustainability? With data centers consuming massive amounts of energy, can we keep up? Neil deGrasse Tyson, Gary O'Reilly & Paul Mecurio discuss the physics, safety, and future of nuclear reactors in a world of increasing power demands with nuclear engineer Kathryn Huff. Originally Aired February 21, 2025. NOTE: StarTalk+ Patrons can listen to this entire episode commercial-free here: https://startalkmedia.com/show/solving-ais-energy-problem-with-kathryn-huff/ Subscribe to SiriusXM Podcasts+ to listen to new episodes of StarTalk Radio ad-free and a whole week early.Start a free trial now on Apple Podcasts or by visiting siriusxm.com/podcastsplus. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
As the renewable energy and storage industries grow, and enter more hostile geographies, asset resilience is becoming an increasingly pressing concern. Developers, owners and lenders want to know how solar, storage and other facilities can increase their resilience to the growing risks of physical threats such as hailstorms and wildfires. The rush to add capacity to meet surging demand from new data centres is adding to the pressure, making calculations about the value of asset reliability increasingly complex.In this special episode, host Ed Crooks speaks with Mike Perron, Renewable Energy Market Lead at FM, and Cassian Walker, Operations Vice President and Renewables Engineering Manager at FM, one of the world's largest commercial property insurers. They explain how insurers are starting to build resilience into renewable project design far earlier in the development process, and why that has become a financing issue as much as a technical one.For solar power, that means understanding the inherent physical risks such as hail, then deciding what combination of tracker systems, stowing technology and panels is right for the location. The same equipment that performs adequately in California or New Jersey can become a major liability in Texas or Arizona.Cassian explains how modern trackers can tilt panels away from an incoming storm to turn a direct hit into a glancing blow. Mike contrasts a devastating nine-figure loss at one Texas site with a far smaller loss at another facility that successfully stowed. Those resilience strategies can work only if the system is designed for the local wind and hail conditions, and the performance of the equipment has been tested and verified.From there, the conversation broadens to the economics. Insurance can account for a large share of a project's operating costs, and lenders are asking harder questions about resilience before they finance new builds. FM's case is that better engineering, better hazard modelling and earlier involvement from insurers and independent engineers can lower lifetime risk and improve financial performance, even if they raise up-front costs.Today, renewable developers still often treat insurance as a late-stage procurement exercise, after key technology decisions have already been locked in. Mike and Cassian argue that that is changing, but the industry is still early in that learning curve. As renewables become more important to the power system, those questions will only get harder to avoid.This episode of Energy Gang is sponsored by FM. As one of the world's leading commercial property insurers, FM combines engineering expertise, scientific research, and data-driven insights to help organizations understand, mitigate, and prevent loss before it occurs. From utility-scale solar and battery storage projects to thermal power generation, manufacturing operations, and other critical infrastructure, FM helps organizations build stronger, more resilient businesses. To learn more about FM's engineering-based approach to resilience, visit FM.com. For additional insights on risk, resilience, and business continuity, subscribe to FM's Sound Policy podcast. FM. Protect Your PurposeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Electricity demand is rising, capital is tightening, and nuclear is back in the conversation as utilities, governments, and large power users look for firm low-carbon supply. But the central question is not whether advanced nuclear can attract interest. It is whether any new design can get far enough ahead on cost, manufacturability, and fuel strategy to break from the economics that have constrained conventional nuclear for decades.Host Sylvia Leyva Martinez is joined by Thomas Jam Pedersen, co-founder and CEO of Copenhagen Atomics, to examine one of the more unconventional answers now being put forward: thorium molten salt reactors built around low-pressure operation, standardized manufacturing, and a fuel strategy that could use spent nuclear fuel alongside thorium. Their core argument is that most of the nuclear sector is still trying to improve on a legacy light-water model that may remain too expensive, too complex, and too slow to scale against the pace of future energy demand.A large part of the discussion focuses on what that alternative looks like in practice. Pedersen argues that operating at atmospheric pressure changes the cost and engineering profile of the reactor itself, making smaller units easier to manufacture and potentially easier to deploy repeatedly. He also lays out why Copenhagen Atomics sees spent fuel not only as a waste problem but as a potential input, provided it can be recycled economically and paired with thorium to achieve higher fuel efficiency. The commercial model follows the same logic: standardize the reactor unit, let customers source the rest of the plant locally, and avoid the bespoke, first-of-a-kind economics that have burdened much of the sector.The episode also looks ahead to the harder constraints that will determine whether that thesis holds. Licensing remains slow and expensive, investor appetite is still shaped by the long history of political and regulatory risk in nuclear, and even successful advanced designs are unlikely to make a meaningful dent in global electricity supply before 2035. The takeaway is that the real test for advanced nuclear is no longer just technical credibility. It is whether a new generation of reactor companies can prove they have found a model that lowers cost, reduces deployment risk, and makes nuclear scalable in a very different energy market.This episode is brought to you by twentytwo & brand – a marketing and PR agency built specifically for energy leaders.Lots of agencies say they work with energy companies. twentytwo & brand was built for them. They've partnered with more than 120 companies driving the energy transition – from growth-stage startups to globally recognised industry leaders. Media relations, brand design, video, paid advertising and community engagement – they cover it all under one roof. No onboarding lag, no industry crash course – they speak your language on day one. If you're ready to sharpen your story and supercharge your marketing, find them here. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Views and News with Clarence Ford is the mid-morning show on CapeTalk. This 3-hour-long programme shares and reflects a broad array of perspectives. It is inspirational, passionate and positive. Host Clarence Ford’s gentle curiosity and dapper demeanour leave listeners feeling motivated and empowered. Known for his love of jazz and golf, Clarrie covers a range of themes including relationships, heritage and philosophy. Popular segments include Barbs’ Wire at 9:30 am (Mon-Thurs) and The Naked Scientist at 9:30 on Fridays. Thank you for listening to a podcast from Views & News with Clarence Ford Listen live on Primedia+ weekdays between 09:00 and 12:00 (SA Time) to Views and News with Clarence Ford broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/erjiQj2 or find all the catch-up podcasts here https://buff.ly/BdpaXRn Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
Farm4Profit heads to Iowa Speedway for the Iowa Corn 350 powered by Ethanol with Craig Floss, CEO of Iowa Corn, and Eric Petersen, President of Iowa Speedway, to talk NASCAR, ethanol, corn demand, and what's ahead for racing in Iowa. The conversation dives into why Iowa Corn continues to invest in NASCAR as a way to promote ethanol beyond the farm audience. NASCAR has raced on E15 since 2011, providing a high-performance example of ethanol in action while helping Iowa Corn reach consumers and build demand for one of Iowa farmers' biggest products. Craig shares the bigger picture for ethanol, including growing exports to countries around the world, opportunities in Southeast Asia, and the continued push for greater access to E15 and eventually higher ethanol blends. The group also discusses Iowa Corn's work around high-ethanol farm equipment and why creating additional ethanol demand could have a meaningful impact on corn markets and farm profitability. Eric gives listeners a look behind the scenes at Iowa Speedway, including three consecutive NASCAR sellouts, plans for a complete track repave, and the exciting news that NASCAR will return to Iowa over Independence Day weekend in 2027. He explains what goes into rebuilding a racing surface and the massive amount of work required to turn a facility with only nine full-time employees into a major NASCAR venue. From international ethanol markets to 700-horsepower race cars, this episode shows how Iowa Corn is using motorsports to connect farmers with consumers, demonstrate ethanol performance, and ultimately create more demand for corn. As Craig puts it, no matter which driver takes the checkered flag, ethanol and Iowa corn farmers win every race. Want Farm4Profit Merch? Custom order your favorite items today!https://farmfocused.com/farm-4profit/ Don't forget to like the podcast on all platforms and leave a review where ever you listen! Website: www.Farm4Profit.comShareable episode link: https://intro-to-farm4profit.simplecast.comEmail address: Farm4profitllc@gmail.comCall/Text: 515.207.9640Subscribe to YouTube: https://www.youtube.com/channel/UCSR8c1BrCjNDDI_Acku5XqwFollow us on TikTok: https://www.tiktok.com/@farm4profitllc Connect with us on Facebook: https://www.facebook.com/Farm4ProfitLLC/Farm4Profit Media is not a financial, legal, or tax advisor. Content is provided for informational purposes only, and we serve solely as a platform for third-party opinions. Any actions taken based on this content are at your own risk. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Solar farms and cheaper energy sources could be key to getting more small players in the game. Latest data from MBIE shows total energy supply decreased last year, while renewable energy generation increased. Coal consumption dropped to a new record low, and natural gas consumption fell to its lowest level since 2008. Energy security expert David Keat told Mike Hosking solar farms are relatively cheap. He says small companies can build a solar farm up north, do a deal with a farmer, and supply power to the grid. LISTEN ABOVE See omnystudio.com/listener for privacy information.
Gas is back at the center of the energy debate. Surging demand for electricity to power new data centres, and growing fears about global energy security resulting from the conflict in the Middle East, are raising some urgent questions for the US gas industry. Consumers want to know whether the US can produce enough gas for the world without losing the price advantage that has benefited American consumers for many years? Can a new era of gas growth strengthen energy security abroad and support cutting-edge technological innovation at home, while also maintaining affordability for most Americans?Host Ed Crooks and regular contributor Amy Myers Jaffe of NYU are joined by Toby Rice, Chief Executive of EQT, one of the largest natural gas producers in the US. Toby argues that America has the resources both to meet rising domestic demand and to supply much more gas to international markets, without sending prices soaring. He sets out EQT's case for US gas to drive growth, affordability, reliability and geopolitical influence. He also makes the case for the environmental benefits of gas as a replacement for coal in power generation.The Trump administration often talks about “energy dominance”. Toby says. He prefers to describe the goal as “energy abundance”.US gas prices have been low by international standards for most of the past 20 years. The big question is whether that price advantage can persist, in the face of rising LNG exports and growing power demand from AI. Ed raises the prospect that continued growth in demand for gas could eventually push up domestic prices, weakening one of the US economy's biggest competitive advantages.Toby's answer is that the shale resource base is deep enough to respond. He argues that at the right price signal, producers can bring on enough supply to support both the domestic market and a much larger export system. He also makes the case that increased US LNG export capacity can strengthen American energy security by creating more flexibility in times of stress, rather than simply exposing Americans to global volatility. Amy highlights the increased global focus on energy security. If countries are becoming more anxious about imported energy after recent geopolitical shocks, will they still want more LNG, even if it comes from a reliable supplier such as the US? Or will they step up investment in domestic alternatives, including renewables, batteries, nuclear, and even coal?Finally, Toby talks about his work with Energy Corps, the nonprofit organization he founded to bring energy abundance to emerging markets. It aims to deploy technologies including renewables, gas and propane for clean cooking, to increase access to modern energy, and demonstrate ways to improve the quality of life for billions of people around the world.More information about Energy Corps is available at its website: www.energycorps.com This episode of Energy Gang is brought to you by ENGIE, the smarter energy supplier. ENGIE doesn't just provide the power to run your business — they supply the energy to move it forward, with reliable, flexible solutions built for what's next. Learn more at engieresources.com.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Solar demand remains strong, storage is scaling fast, and inverter technology is becoming more central to how modern power systems actually function. But the conversation around inverters is no longer just about efficiency, bankability, or price. As these devices take on more intelligence — managing batteries, supporting grid stability, and communicating more directly with the wider system — they are also being treated as a new point of strategic vulnerability. In both Europe and the US, policymakers are starting to respond accordingly.Host Sylvia Leyva Martinez is joined by Joe Shangraw, research analyst at Wood Mackenzie covering solar inverter markets, to examine what that shift means in practice. Their core argument is that inverter policy is moving beyond trade protection and into a more complicated mix of cybersecurity, industrial strategy, and grid risk. They unpack why Europe's March decision to block public EU funding for projects using Chinese-made inverters matters beyond its immediate scope, and why the region's dependence on Chinese vendors — especially in utility-scale string inverters and integrated battery-plus-inverter systems — makes any attempt to diversify more complex than simply switching suppliers. A large part of the discussion focuses on the FCC's July decision to add foreign power inverters to its Covered List, where the real issue is not just whether the headlines overstated the impact, but how narrowly or broadly the rule will ultimately be applied. Shangraw explains that the current language appears closely tied to communications hardware, especially wireless-enabled devices, which creates a more nuanced picture than an outright market shutdown. That distinction matters because it affects not only which new products fall in scope, but how developers, manufacturers, and asset owners start thinking about software updates, grid-code compliance, and long-term procurement risk. The challenge is no longer just cost competitiveness. It is whether an inverter can remain usable, updateable, and policy-safe over the life of the asset.The episode also looks ahead to the next set of decisions facing the industry: whether Europe expands restrictions beyond publicly funded projects, how quickly US and allied manufacturers can localise enough of the supply chain to qualify under tougher domestic-content rules, and where practical bottlenecks are most likely to emerge. The takeaway is that inverter policy is becoming a test case for a much bigger energy-transition problem: how to reduce genuine security risks without creating new deployment constraints. For developers, manufacturers, and policymakers alike, the inverter market is no longer just a technology contest. It is becoming a test of how the energy transition handles security, industrial policy, and system reliability all at once.The report and note and Sylvia refers can be found here: Solar Solar Inverter Market Share Report 2026Ban on inverters from high-risk countries, led by China, to affect 14% of EU solar demand through 2030This episode is brought to you by twentytwo & brand – a marketing and PR agency built specifically for energy leaders.Lots of agencies say they work with energy companies. twentytwo & brand was built for them. They've partnered with more than 120 companies driving the energy transition – from growth-stage startups to globally recognised industry leaders. Media relations, brand design, video, paid advertising and community engagement – they cover it all under one roof. No onboarding lag, no industry crash course – they speak your language on day one. If you're ready to sharpen your story and supercharge your marketing, find them here. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Bitcoin mining may be one of the most unexpected solutions to a major renewable energy problem: what happens when electricity has nowhere to go?In this episode, David Sencil sits down with Spencer Marr, President of Sangha Renewables, to explore how Bitcoin mining can turn stranded, curtailed, and distressed renewable energy into an economic opportunity.Marr explains why Sangha co-locates Bitcoin mining operations with solar and wind assets, how negative power prices and grid congestion impact renewable energy producers, and why miners can act as flexible buyers for electricity that might otherwise go unused.The conversation also dives into the rapidly growing competition between Bitcoin mining and AI data centers. Are they really competing for the same power? And can existing Bitcoin mining facilities simply be converted into AI or high-performance computing infrastructure?Topics include: How Bitcoin mining monetizes stranded renewable energy Why solar and wind projects face curtailment and negative power prices Bitcoin mining economics and hash price Why miners can act as flexible energy buyers Bitcoin mining vs. AI data centers Why AI and Bitcoin have very different infrastructure needs The challenges of converting mining sites into AI or HPC facilities Why power infrastructure is becoming increasingly valuable From Texas energy markets to the AI boom, this conversation explores how Bitcoin, renewable energy, and data centers are reshaping the economics of electricity.
As geopolitical volatility continues to disrupt energy markets and maritime trade routes, global supply chains face prolonged uncertainty. Intermittent closures of the Strait of Hormuz highlight the brittle nature of global energy systems and the growing necessity for long-term strategic adaptation. In this episode of the Frontlines podcast, host Shaun Haney is joined by geopolitical... Read More
Stephen Grootes speaks to Refilwe Mochoari, newspaper editor and award-winning environmental journalist for the Oxpeckers #PowerTracker project, about the promise and pitfalls of green jobs in South Africa’s renewable energy industry, and why many of the jobs created disappear once construction projects are completed. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
There's growing calls for another look at solar power and renewable energy following a chilly week for the nation. The recent cold snap has brought a power warning across the country, with Transpower expecting record electricity demand. The current Government, Labour and the Greens are all considering changes when it comes to solar power in our country, but is solar the answer to our energy issues and rising power bills? Rewiring Aotearoa research and development lead Josh Ellison says power bills have been on the rise over the last few years - and they're outpacing inflation. "It's been increasing a lot faster than inflation and a lot faster than it should be increasing, and so I think the shock gets bigger every year." LISTEN ABOVESee omnystudio.com/listener for privacy information.
Africa speaks to Matthew Cruise about South Africa's plans to partner with China on major energy infrastructure and investment projects. Presenter John Maytham is an actor and author-turned-talk radio veteran and seasoned journalist. His show serves a round-up of local and international news coupled with the latest in business, sport, traffic and weather. The host’s eclectic interests mean the program often surprises the audience with intriguing book reviews and inspiring interviews profiling artists. A daily highlight is Rapid Fire, just after 5:30pm. CapeTalk fans call in, to stump the presenter with their general knowledge questions. Another firm favourite is the humorous Thursday crossing with award-winning journalist Rebecca Davis, called “Plan B”. Thank you for listening to a podcast from Afternoon Drive with John Maytham Listen live on Primedia+ weekdays from 15:00 and 18:00 (SA Time) to Afternoon Drive with John Maytham broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/BSFy4Cn or find all the catch-up podcasts here https://buff.ly/n8nWt4x Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
US electricity prices are rising at well above the general rate of inflation. The data center investment boom, by adding to electricity demand, points to further upward pressure in the future. Consumers are feeling the strain, and they want politicians and regulators to do something about it. One proposed solution is that the rules around competitive power markets need radical reform. In this episode, the Energy Gang looks at PJM, the largest power market in the US, and debates a possible way to add to electricity supplies without pushing bills even higher.Host Ed Crooks and regular contributor Amy Myers Jaffe of NYU are joined by Carim Khouzami, Executive Vice President for Transmission and Development at Exelon, one of the largest US utility groups. Carim explains why the landscape of the US power industry has changed fundamentally over the past five years: electricity demand is rising at a pace the sector has not seen in decades, driven by data centres, electrification, and broader economic growth. And that demand surge is colliding with an electricity system that was designed for a very different era.Competitive markets such as PJM were meant to bring down costs for consumers and send the right signals to the industry for new investment. But Carim argues that in many markets, those signals are no longer working as intended. Customers are seeing higher bills and the reliability of the system is under threat. Reserve margins are getting tighter, and the industry is struggling to bring new generation online quickly enough.PJM offers one of the clearest examples of how those tensions are playing out. The region is grappling with soaring demand, especially from data centres, while trying to manage affordability and reliability at the same time. Carim, Amy and Ed explore why PJM has raised concerns with among state governors, federal regulators and the White House. And they explain why its challenges echo similar problems elsewhere.The central issue is about the market structures that will be best able to meet those challenges in the future. How can the next wave of infrastructure can be built in ways that support both the reliability and the affordability of electricity supplies? Carim makes the case that regulated utilities such as Exelon, which are often prevented by state rules from owning generation capacity, should be allowed to run their own power plants. His proposal opens up a wider debate about the future of power markets and electricity systems generally. There is plenty of evidence that competitive markets have delivered benefits for consumers. But can they meet the needs of the new world of AI-driven demand growth? And if not, is utility ownership of power plants the right solution? Amy highlights the risks of overbuilding new power plants, and asks whether alternative solutions such as batteries are being given a fair chance to compete.Carim defends his proposal as the best way to secure reliability and value for customers. The current model is not working, he says, and reform is now the best option. PJM, as it has operated until now, may not be ready for the demands that AI, electrification and the energy transition are about to place on it. Politicians and regulators across the US and around the world will be watching to see how it responds.This episode of Energy Gang is brought to you by ENGIE, the smarter energy supplier. ENGIE doesn't just provide the power to run your business — they supply the energy to move it forward, with reliable, flexible solutions built for what's next. Learn more at engieresources.com.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
On this week's episode of Tying it Together, host Tim Boyum talks with Matt Abele about some of the hottest debates in America right now: energy rates, data centers and the future of energy. Abele leads the N.C. Sustainable Energy Association, which is known for its work in the solar industry. He breaks down some of the big disputes around renewable energy and goes deep into the political debates around data centers.
Get in touch - leave me a messageCheap solar, batteries and EVs are no longer merely cleaner alternatives. Their falling costs are undermining fossil-fuel economics, and leaders may be misjudging the speed of that shift.My guest is Peter Newman, Professor of Sustainability at Curtin University and a long-time IPCC contributor whose work has focused on cities, transport and automobile dependence. We examine how China's manufacturing scale is turning clean technology from a policy ambition into mass-market competition, while tariffs and legacy planning risk slowing adoption elsewhere.We look at why cities are the decisive arena: where renewable power, transit, density and affordable housing either reinforce one another or remain disconnected. We also challenge the assumption that EV charging will remain the infrastructure problem, and ask when petrol and diesel networks themselves become the constraint.Listen now to understand how clean-technology economics is changing fossil-fuel risk, and what cities, businesses and policymakers need to get right before the shift accelerates. Sign up to Climate Confident+ for deep dive analysis of the major climate and energy stories of the day.Support the showPodcast subscribersI'd like to sincerely thank this podcast's amazing subscribers:Anita KrajncCecilia SkarupaBen GrossJerry SweeneyAndreas WernerStephen CarrollRoger ArnoldAnd remember you too can Subscribe to the Podcast - it is really easy and hugely important as it will enable me to continue to create more excellent Climate Confident episodes like this one, as well as give you access to the entire back catalog of Climate Confident episodes.
S5:E261 David interviews Emily Morris, CEO of Emergy, a startup focused on harnessing water infrastructure into distributed renewable energy microgrids, an elegant solution to growing power demand. (recorded 7.31.26)Support the showFollow David on X at https://x.com/DGRollingSouthConnect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/Follow Paul on X at https://x.com/PalmettoAngelConnect On LinkedIn with Paul athttps://www.linkedin.com/in/paulclarkprivateequity/We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com.
In this episode of The Intelligence Report, Dylan Welch sits down with Sahara Maazel and Suman Shah, two high school sophomores and co-founders of the Youth Climate Action Alliance (YCAA), to discuss how young people can turn climate concern into meaningful action.From launching community solar initiatives and recycling programs at their own schools to building a network of 16 partner schools across New York City, Sahara and Suman share how they transformed a shared passion for the environment into a growing movement focused on practical, school-based climate solutions.The conversation explores the importance of collaboration over confrontation, how students can work with school administrators to create change, and why making climate action local helps inspire more people to get involved. They also discuss the future of renewable energy, artificial intelligence, climate policy, entrepreneurship, and their aspirations to make an impact on the global stage.This episode is an inspiring look at the next generation of environmental leadership and a reminder that meaningful change often starts with a small group of people willing to take the first step.Topics discussed:Youth leadership in climate actionBuilding the Youth Climate Action AllianceCommunity solar and sustainability initiativesOrganizing climate programs in schoolsClimate policy and advocacyRenewable energy and AIEntrepreneurship and climate innovationThe future of environmental leadershipSupport the show
Crystal Ball tells all about her background at the Bonneville Power Administration, PNUCC's Northwest Regional Forecast, gas-electric coordination, and how power is all about people.
Comments/ideas: ACFpod@outlook.comChan Yau Chong, leading thought-leader and co-founder of Climate Finance Asia, reveals why Hong Kong's solar revolution hasn't scaled and exposes the uncomfortable truth about Asian investors' grip on coal. We unpack the real barriers to Asia's energy transition: from fiduciary duty rhetoric masking climate inaction to the policy gaps holding back coal phase-out across Indonesia, Bangladesh, and Pakistan. Discover how climate finance can accelerate the shift from coal to renewables when institutions finally align investment with genuine impact.REF.: Climate Finance Asia insights and reports. ABOUT CHAN YAU: Chan Yau co-founded the CarbonCare Innolab (CCIL) in 2014 and is now the Board Advisor. Prior to overseeing CCIL, he served in the Hong Kong Government. He became an Executive Director of Oxfam Hong Kong and a member of the Board of Directors of Oxfam International. Thereafter, he joined the University of Hong Kong as the Director of Student Development for its Centre for Development and Resources for Students. He is the ex-President of the Hong Kong Blind Union and was a member of the Education and Publicity Subcommittee of the Council for Sustainable Development, an advisory committee to the Hong Kong SAR Government on sustainability issues. He was appointed Member of the Most Excellent Order of the British Empire (MBE) in 1995 for his outstanding service to the Hong Kong civil society and received the Ten Outstanding Young Persons Award in 1991. He was also named one of the “Leaders of 2011” by Sing Tao Publishing and an Honorary Fellow by the University of Hong Kong.Recomendations:[Policy Brief May 2026] Accelerating Coal-Fired Power Plant Retirement in Indonesia: From Policy Commitment to Executable Pathways: A Climate Finance Asia policy brief examining Indonesia's pathway to retiring coal-fired power plants, bridging the gap between government commitments and practical, financially feasible transition strategies. HOST, PRODUCTION, ARTWORK: Joseph Jacobelli | MUSIC: Ep76 onward excerpts from Vivaldi's La Follia, played by Luca Jacobelli.
Despite most Australians supporting clean technology, the campaign against wind and solar infrastructure has proven to be effective, striking a chord with many of those living in remote and rural areas. So how do we bring everyone along on the transition to a renewable energy-focused future? And who's putting up roadblocks? The Guardian's environment and climate correspondent Graham Readfearn joins Reged Ahmad to unpack Australia's relationship with renewables
The first mass mortality of Australian wildlife from the deadly H5 bird flu has been confirmed in greater crested terns found on an island off South Australia's south-east coast.
Get in touch - leave me a messageCarbon accounting can send companies straight at the wrong problem. A visible sustainability initiative may feel productive while the real emissions hotspot sits in raw materials, product design or the supply chain.My guest is John Beath, CEO and Chief Technical Director of John Beath Environmental, whose work in lifecycle assessment helps companies test assumptions before they commit money, engineering effort or supplier changes. The stakes are practical: get the system boundary wrong, and a product carbon footprint can misdirect investment rather than improve it.We examine why Scope 3 emissions so often dwarf what happens inside the factory, why bio-based or recycled materials are not automatically the lower-carbon choice, and what leaders miss when durability, reverse logistics or avoided emissions are left out. We also unpack the solar-panel case where the presumed hotspot was silicon—but the decisive intervention was elsewhere.Listen now to understand how better lifecycle assessment can expose the carbon decisions that matter most—and stop your organisation spending heavily on fixes that barely move the needle.Sign up to Climate Confident+ for deep dive analysis of the major climate and energy stories of the day.Support the showPodcast subscribersI'd like to sincerely thank this podcast's amazing subscribers:Anita KrajncCecilia SkarupaBen GrossJerry SweeneyAndreas WernerStephen CarrollRoger ArnoldAnd remember you too can Subscribe to the Podcast - it is really easy and hugely important as it will enable me to continue to create more excellent Climate Confident episodes like this one, as well as give you access to the entire back catalog of Climate Confident episodes.
Copper is moving from background commodity to frontline constraint. Demand is rising fast, high-grade deposits are getting harder to find, and the lead times for bringing new supply online remain brutally long. That matters not just for renewables and electrification, but for the basic energy resilience of modern life: the wires that keep lights on, water running, refrigeration working, and data centres scaling all depend on a metal the industry already knows is becoming harder to source.Host Sylvia Leyva Martinez is joined by Liz Dennett, founder and CEO of Endolith, whose career spans Wood Mackenzie, AWS, and NASA-linked astrobiology research, to explore a biological approach to one of mining's toughest problems. Endolith uses microbial communities, what Dennett calls “the world's oldest miners," to help recover more copper from low-grade ore in existing heap leach operations. The company's core thesis is that copper supply can be made more elastic not by rebuilding mine sites from scratch, but by layering biology, sensing, and robust data architecture into brownfield operations that are already running. Liz explains how that works on site: low-grade ore is stacked into large heaps, irrigated with sulfuric acid, and treated with microbes that accelerate the chemical pathways needed to liberate more copper into solution. The appeal is not futuristic moonshot capex, but a modular, plug-and-play system designed to fit into existing mine infrastructure with minimal downtime. The discussion looks at why that matters economically. Endolith is targeting ore bodies and waste streams that are currently too messy, too low grade, or too contaminated to recover efficiently through conventional routes, including arsenic-rich material that can be especially problematic for smelting. In lab settings, the company has seen significantly higher recovery, and even modest incremental gains in the field could translate into a meaningful unlock when the underlying mine and processing system are already built.The conversation also asks why biomining may be having its moment now, after decades of false starts. Liz argues that the breakthrough is not microbes alone, but the combination of microbial science, cloud-scale data systems, and faster experimentation that lets teams build and iterate far more effectively than even a few years ago. From there, the conversation broadens into the strategic question underneath Endolith's business: how to increase copper supply in a world where demand is being pushed simultaneously by grid build-out, industrial electrification, and the explosive growth of AI infrastructure. The episode closes on the trade-offs that follow from that reality, from financing hard-tech mining solutions to building companies in sectors where the need is obvious, the customers are conservative, and proof matters more than hype.This Horizons episode Liz refers to can be found here: https://www.woodmac.com/podcasts/horizons/red-metal-green-demand/This episode is brought to you by twentytwo & brand – a marketing and PR agency built specifically for energy leaders.Lots of agencies say they work with energy companies. twentytwo & brand was built for them. They've partnered with more than 120 companies driving the energy transition – from growth-stage startups to globally recognised industry leaders. Media relations, brand design, video, paid advertising and community engagement – they cover it all under one roof. No onboarding lag, no industry crash course – they speak your language on day one. If you're ready to sharpen your story and supercharge your marketing, find them here. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
On this episode of Tax Credit Tuesday's "Renewable Energy Tax Credit Finance" series, Michael Novogradac, CPA, and Tony Grappone, CPA, conduct a mid-year check-in on various topics related to renewable energy tax credits (RETCs). Novogradac and Grappone also discuss key RETC issues to pay attention to midyear, including three Generally Accepted Accounting Principles (GAAP) topics, three tax topics and three financial topics. Additionally, they discuss the U.S. District Court's recent restoration of the 5% safe harbor for renewable energy facilities. and the trial order regarding the Alta Wind I Owner Lessor C, et. al. v. United States 'case, a legal battle that dates back to the first term of President Barack Obama.
Climate hushing is a strategy where politicians deliberately avoid mentioning climate change. It stems from the belief that emphasizing planetary crises alienates voters or draws unwanted scrutiny amid rising costs of living and political polarization. Following the 2024 elections, many elected Democrats scaled back explicit climate mentions, pivoting instead to narrow messaging on energy affordability. It is also endemic in the media. Ruth Foster, co-chair of SHARE (Sheridan Hollow Alliance for Renewable Energy) talks to Mark Dunlea with the Hudson Mohawk Magazine.
Chair Tawney discusses her path to being a regulator, the challenges and opportunities of meeting rising demand in Oregon, and how it relates to knitting!
Plus: SAP shares rise after earnings beat. And CATL profit surges on booming battery demand. Imani Moise hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Octopus Energy paid its UK customers collectively over £100,000 during a recent heat wave, not through new infrastructure, but a text message and a price signal offering demand flexibility. That caught our attention.In this episode, Ed and Sara (David sits this one out) talk with Eric Davids, Head of Strategy for Octopus Energy's US business, about redefining utility-customer relationships, how approaches in the UK stack up against North American utilities' much blunter "please conserve" grid alerts, and what happens when consumers get real price exposure and it doesn't go well.
China says its total consumption of renewable energy is expected to reach approximately 1.8 billion tonnes of standard coal equivalent by 2030. A plan on the sector's development during the 15th Five-Year Plan period says the total installed capacity of renewable energy power generation is projected to reach about 3.5 billion kilowatts.
Get in touch - leave me a messageBattery storage is getting cheaper, but the data used to trade and operate it may be badly wrong. When forecasts miss, penalties stack, warranties get messy, and returns can quietly unravel.My guest is Ash Vats of 3E, who works on battery intelligence for utility-scale assets. We look at the gap between what a battery management system reports and what the hardware can actually deliver - a gap with direct consequences for grid reliability, revenue and asset life.We examine why some battery sites show faults before day one, how state-of-charge estimates can be materially wrong, and why operators - not traders alone - need to shape commercial decisions. We also unpack what changes when owners, asset managers and traders stop working from three different versions of the same asset.Listen now to understand what is really limiting battery storage returns, and how better operational intelligence can recover capacity, reduce commercial risk and improve long-term performance.Sign up to Climate Confident+ for deep dive analysis of the major climate and energy stories of the day.Support the showPodcast subscribersI'd like to sincerely thank this podcast's amazing subscribers:Anita KrajncCecilia SkarupaBen GrossJerry SweeneyAndreas WernerStephen CarrollRoger ArnoldAnd remember you too can Subscribe to the Podcast - it is really easy and hugely important as it will enable me to continue to create more excellent Climate Confident episodes like this one, as well as give you access to the entire back catalog of Climate Confident episodes.
In the Hunter region of New South Wales, the transition to renewable energy is in full swing. People are working hard to prevent job losses due to coal mine closures and to make effective use of former coal-fired power plants. - ニューサウスウェールズ州ハンター地域では、再生可能エネルギーへの移行が本格化しています。炭鉱閉鎖による失業の危機を防ぐため、また、石炭火力発電所跡の有効活用のために、尽力している人たちがいます。Listen to SBS Japanese Audio on Tue, Thu and Fri from 1pm on SBS 3. Replays from 10pm on Tue, Thu and Sat on SBS1. Listen to past stories from our podcast. Download the free SBS Audio App and don't forget to visit SBS Japanese Facebook and Instagram page! - SBSの日本語放送は火木金の午後1時からSBS3で生放送!火木土の夜10時からはおやすみ前にSBS1で再放送が聞けます。SBS日本語放送ポッドキャストから過去のストーリーを聞くこともできます。無料でダウンロードできるSBS Audio Appもどうぞ。SBS 日本語放送のFacebookとInstagramもお忘れなく。
In this episode of Connected FM, host Dean Stanberry, former Chair on IFMA's Global Board of Directors, welcomes Gabe Phillips, CEO of Catalyst Power, for a practical conversation about energy management in an increasingly disrupted market. Gabe explains how facility managers can move beyond treating energy as a fixed operating expense and instead take a more strategic approach to procurement, efficiency and resilience planning. The discussion covers energy contracts, market volatility, demand management, on-site generation and how organizations can evaluate opportunities such as solar, combined heat and power and battery storage. The conversation also highlights the importance of understanding energy baselines, gathering operational data and conducting energy audits before making major investments. Gabe shares why facility managers should focus on building a strong data foundation, leveraging expert advice and carefully evaluating the financial realities behind emerging energy technologies. This episode is sponsored by SiteMap®, powered by GPRS. Learn more at sitemap.com/ifma Timestamps: 0:00 Introduction 3:01 Meet Gabe Phillips and Catalyst Power 5:17 The Biggest Sources of Avoidable Energy Costs 7:23 Why Energy Procurement Strategy Matters 9:00 Resilience Planning and Backup Power Decisions 11:20 What Drives Energy Investments: Cost, Stability or Sustainability? 12:25 Sponsor Message: SiteMap by GPRS 13:03 Evaluating Solar, CHP and Other Energy Technologies 15:26 Why Energy Baselines and Audits Come First 18:00 New Energy Technologies Facility Managers Should Watch 18:42 The Reality of Demand Response Programs 19:53 How Better Data Is Transforming Energy Management 21:27 Are Battery Storage Systems Worth It? 22:36 Why Data Is the Foundation of Energy Strategy 24:02 Closing Thoughts and Outro Connect with Us:LinkedIn: https://www.linkedin.com/company/ifmaFacebook: https://www.facebook.com/InternationalFacilityManagementAssociation/Twitter: https://twitter.com/IFMAInstagram: https://www.instagram.com/ifma_hq/YouTube: https://youtube.com/ifmaglobalVisit us at https://ifma.org
Tribal households in the United States carry an energy burden 28% above the national average and endure 6.5 times more power outages a year, and roughly 17,000 tribal homes — housing at least 54,000 people — have no electricity at all, according to the Department of Energy. Those are the communities now first in line to absorb the next surge in demand, because Energy Information Administration concluded data center load will be the dominant driver of long-term U.S. electricity growth. Our guest this week is Cody Two Bears, founder and CEO of Indigenized Energy, and his answer to that arithmetic is tribal energy sovereignty: build it yourself, on your own terms, at your own pace. A member of the Standing Rock Sioux Tribe and once the youngest person elected to its tribal council, Cody founded the organization in 2017 after the NoDAPL protests and went on to develop North Dakota's largest solar farm at Cannon Ball. It became an independent 501(c)(3) this spring and now runs energy makeover projects in four tribal communities and food sovereignty work in two more. A household that signs on returns a share of what it saves — a flat fee on one reservation, a 50-50 split on another, a sliding scale elsewhere that asks 70% from a family with a job and 10% or 20% from an elder on a fixed income. The revolving fund covers maintenance, sustains jobs, and eventually becomes collateral in places where conventional lending has never worked, because sovereign land doesn't fit a repossession-based credit model. Cody puts it plainly: tribes are asking for a hand up, and the point of the first dollar is that nobody has to come back for a second.
The old joke about nuclear fusion power is that commercial deployment is 30 years in the future: it always has been and it always will be. It may be time to retire that joke. Private fusion companies have now raised billions in capital, and pilot plants are moving from slide decks and plans into steel and concrete. The questions now are not so much around whether fusion power can ever work, and more about how soon it can reach the grid, and at what costHost Ed Crooks and regular contributor Amy Myers Jaffe, director of the Global Energy, Climate, & Sustainability Lab at NYU are joined by two fusion industry leaders to discuss the rapid progress they are making. Andrew Holland is founder and chief executive of the Fusion Industry Association, and Bob Mumgaard is chief executive of Commonwealth Fusion Systems, one of the companies vying to have the first commercial fusion power plant in operation.Andrew lays out the state of the sector. There are 56 private fusion companies globally, which between them have raised more than $14 billion in private capital. And there is a growing conviction inside the industry that commercial fusion could arrive in the early 2030s. Bob explains why Commonwealth believes SPARC, its demonstration project in Massachusetts, and ARC, its planned power plant in Virginia, can help make that timetable real.Fusion has moved beyond the era when government science programs defined the pace of progress. Research backed by governments and universities has played a vital role in moving the technology forward, but Andrew argues that competition, venture capital and milestone-based development have changed the industry's tempo. Crucially, the industry has not put all its eggs in one basket. Multiple companies are pursuing different technical paths, including both laser-based approaches and magnetic confinement systems, in a race to commerciality. Bob offers the clearest lay explanation of what fusion power means in practice. Commonwealth Fusion Systems uses a tokamak, which is essentially a magnetic bottle that holds a star inside it. Fusion creates heat, which can be used to run a steam turbine. Unlike wind and solar, fusion does not depend on weather or geography. Unlike fossil fuels, it does not rely on continual fuel deliveries.The episode also explores why fusion developers believe the technology could avoid some of the political and regulatory burdens that have constrained nuclear fission power. Because fusion reactions are hard to start and easy to stop, the risks are fundamentally different from those of a conventional fission reactor. Bob and Andrew argue that this changes everything from plant safety to siting to licensing, and could make fusion much faster to deploy if the technical hurdles are cleared.They also discuss what it will take to build an industry, not just a few prototypes. Amy pushes on fuel cycles, lithium, superconducting tape and supply-chain readiness. Bob argues that these challenges are real but manageable, and Andrew points to the growing ecosystem of manufacturers now positioning themselves for a future fusion market. The wider point is that fusion is increasingly starting to look like a manufacturing and industrial-policy story, not just a laboratory science story.That leads to the biggest question of all: if fusion works, how much could it matter? Bob sketches outcomes ranging from a valuable but still niche source of clean baseload power to a genuinely transformative technology. Andrew goes even further, arguing that fusion could decouple energy from geography and geopolitics in a way no fuel-based system ever has. If the industry's ambitions are realized, within the next ten years fusion could emerge as a commercial energy source with real consequences for grids, markets and global power. This episode of Energy Gang is brought to you by ENGIE, the smarter energy supplier. ENGIE doesn't just provide the power to run your business — they supply the energy to move it forward, with reliable, flexible solutions built for what's next. Learn more at engieresources.com.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In this episode of The Intelligence Report, Dylan Welch sits down with Peng Cau, Director of Siemens for Startups Americas, entrepreneur, investor, and longtime advocate for deep technology innovation.After building and scaling her own automation company over more than two decades before a successful exit, Peng now helps the next generation of founders navigate one of the most difficult challenges in business: transforming breakthrough technology into commercially successful companies.The conversation explores why many startups fail despite having exceptional technology, the importance of commercialization strategy, how digital engineering is reducing development costs, and why today's investment landscape is becoming increasingly favorable for hard tech innovators.Whether you're building a startup, investing in emerging technologies, or simply interested in the future of innovation, this episode provides practical insights from someone who has experienced every stage of the entrepreneurial journey.Topics include: Why commercialization matters more than technology alone The biggest mistakes technical founders make How Siemens supports hard tech startups Digital twins and the future of product development Raising capital in deep tech industries Building the right founding team Aerospace, energy, defense, and medical technology innovation The future of hard tech investingSupport the show
The Hunter region of New South Wales has long been associated with coal mining and energy production. As the transition to renewable energy ramps up, key players are trying to make sure there's enough jobs for workers who will be displaced. And taking advantage of the sites that played a key role in coal-fired energy generation, for a renewable future.
Energy Peace Partners co-founder and managing director Sherwin Das joins Molly Wood to explain how renewable energy can do more than cut emissions—it can also support peace, security, and economic opportunity in some of the hardest places in the world to build. They dig into the links between fossil fuel dependence and conflict, why clean power matters differently in parts of Africa where electricity access is still limited, and how a new kind of renewable energy credit is helping unlock investment for solar mini-grids, run-of-river hydro, streetlights, hospitals, and jobs.In this episode, we cover:Why fossil fuels and conflict are so often connected—from global wars and supply shocks to local fuel supply chains controlled or taxed by armed groupsEnergy Peace Partners' focus on countries with low electrification, high climate vulnerability, and conflict risk, including South Sudan, Somalia, Nigeria, Chad, Uganda, Ethiopia, and the Democratic Republic of CongoHow renewable energy can improve safety, extend business hours, power hospitals, and create alternatives to joining armed groupsThe Peace Renewable Energy Credit, or P-REC: a high-impact renewable energy credit designed to help finance clean power in places traditional REC markets have overlookedWhy off-grid and distributed renewable energy systems in Africa needed a new approach to verification, financing, and impact measurementHow corporate buyers including Microsoft and Google have helped unlock more than $1.6 million through P-REC purchases so farThe new P-REC Aggregation Facility, backed by the African Development Bank and Nordic Development Fund, and its goal of supporting dozens of new projects and first-time electricity access for hundreds of thousands of peopleHow Energy Peace Partners measures peace impact using community-level data, baseline surveys, and the Positive Peace FrameworkWhy renewable energy success should be measured not just in megawatts and carbon avoided, but also in safety, income, jobs, health, education, and stabilityLinks:Energy Peace Partners: https://energypeacepartners.com/Peace Renewable Energy Credits: https://energypeacepartners.com/peace-rec/Everybody in the Pool: https://www.everybodyinthepool.com/Subscribe to the Everybody in the Pool newsletter: https://www.mollywood.co/Become a member for the ad-free version of the show: https://everybodyinthepool.supercast.com/Join our Discord: https://discord.gg/2EsDhwQC2z Hosted on Acast. See acast.com/privacy for more information.
Los Angeles will host the 2028 Olympic and Paralympic Games, an event that poses formidable logistical challenges. To put it in terms that will be familiar to many Americans, it is the equivalent of seven Super Bowls happening every day, in one of the world's biggest urban economies. That means huge demands on the city's transport and energy systems. But it also creates a rare opportunity to use the games as a catalyst to accelerate investment that could leave the city cleaner, more resilient and better connected long after the closing ceremony.In this episode, host Ed Crooks talks to Matt Petersen, president and CEO of the Los Angeles Cleantech Incubator, or LACI. Matt explains how LACI has been using the run-up to the Games as a convening point for public and private sector action. The focus has been on transportation electrification, clean energy deployment and building infrastructure that can help Los Angeles cope with an influx of visitors while improving the quality of life for residents in the long term.Transport is key. Los Angeles is sometimes described as the car capital of the world, and transport will be the single biggest source of greenhouse gas emissions associated with the Games. EV sales and charging infrastructure are growing fast. Even so, LACI's modelling suggests that Los Angeles still needs more people using buses and rail, as well as better first-mile and last-mile options, from e-bike share to EV car-share schemes, if it wants to hit its climate targets.The conversation also explores the less visible systems that support electrification and emissions reductions for transport. Matt points to the electrification of freight, the build-out of charging depots, battery-backed fast charging, and experiments with flexible grid connections that can bring new infrastructure online faster. Those developments are central to whether Los Angeles can make room for more EVs and rising power demand without waiting years for grid upgrades.Too often, host cities for the Olympics promise transformative benefits that never fully materialise. Matt's case is that Los Angeles has a better shot than most, partly because it is not building a wave of new permanent venues, and partly because the most important investments are in systems the city needs anyway: electric buses, cleaner freight, charging networks, transit improvements, shade for riders in extreme heat, and cleaner air in communities that have long borne the brunt of pollution.Can a deadline like LA 2028 accelerate progress on some of the hardest problems in urban decarbonization? For Matt, the real prize is not a few weeks of smooth operations during the Games, but a lasting legacy of economic opportunity and lower emissions.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Wind remains fundamentally healthy: electricity demand is rising, decarbonised power is still needed, and both Europe and the US continue to pull new projects forward, albeit for different reasons. But the industry's center of gravity is shifting. The conversation is no longer just about building faster or installing more megawatts. As turbines get larger, OEM competition broadens, and project economics tighten, the consequences of failure are becoming much harder to ignore.Host Sylvia Leyva Martinez is joined by Alexis Grenon, CEO of Onyx Insight, and Olly Litterick of Tokio Marine GX to examine what that shift means in practice. Their core argument is that the wind sector is moving from a development-at-speed mindset toward operational efficiency, where every dollar of ROI matters and risk has to be quantified far more precisely. They unpack why insurers still struggle with newer turbine classes despite two decades of renewables underwriting: the machines are scaling faster than the loss history, the supply chain maturity is lagging to price them confidently, and in wind, bigger hardware often means not more failures, but far costlier ones when they do occur.A large part of the discussion focuses on blades, where exposure and difficult inspection regimes make early detection especially valuable. Grenon argues that the industry has relied too heavily on periodic inspection and not enough on continuous monitoring, contrasting the lack of standardised turbine monitoring with the smoke detector logic used elsewhere in insurance. The promise of better instrumentation, integrated SCADA and condition data, and physics-informed AI is not simply smarter dashboards. It is the ability to detect structural issues earlier, prevent minor damage from escalating into six-figure or seven-figure failures, and make better-informed decisions about maintenance, underwriting, and asset life.The episode also looks ahead to the next set of decisions facing wind owners: how to handle aging fleets, when to extend life versus repower, and how much independent real-time data can change the balance of power between owners, OEMs, and insurers. The takeaway is that better data and earlier visibility can help the industry move from reactive maintenance and blunt underwriting toward a more preventative, risk-based model, one that should improve insurability, reduce downtime, and make the next phase of wind deployment more durable.This episode is brought to you by twentytwo & brand -- a marketing and PR agency built specifically for energy leaders.Lots of agencies say they work with energy companies, twentytwo & brand was built for them. They've partnered with more than 120 companies driving the energy transition — from growth-stage startups to globally recognized industry leaders. Media relations, brand design, video, paid advertising, and community engagement — they cover it all under one roof. No onboarding lag, no industry crash course -- they speak your language on day one.If you're ready to sharpen your story and supercharge your marketing, find them at twentytwoandbrand.com/woodmac.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In this episode of The Intelligence Report, host Dylan Welch sits down with Pat Donohue, world traveler, sustainability consultant at Anthesis, and environmental advocate, to discuss how firsthand experiences around the world shaped his perspective on conservation, business, and meaningful impact.Pat shares how traveling and working in places like Costa Rica transformed his understanding of environmental challenges, why local communities are essential to long-term sustainability, and how businesses can move beyond good intentions to create measurable change. The conversation explores the intersection of corporate sustainability, global development, and the importance of connecting boardroom decisions with boots-on-the-ground action.Whether you're interested in sustainability, international business, or building a career that creates real-world impact, this episode offers valuable insights into the power of travel, purpose, and practical leadership.Support the show
Host Russell Reading speaks with Gabor Szabo, Renewable Energy and Carbon Advisory Senior Consultant, from Schneider Electric about Hungary's evolving renewables landscape, with strong solar growth, an emerging PPA market and corporate interest from the automotive and industrial sectors. The episode covers wind development challenges and recent regulatory changes, grid constraints, and how upcoming GHG protocol guidance and a new government could shape corporate decarbonization and future renewable projects.
Get in touch - leave me a messageAI isn't weightless. Every model, token, and workflow sits on land, water, power, heat, and governance choices.In this episode of Climate Confident, I'm joined by Sophia Mendelsohn, who leads SAP's Global Sustainability Platform. We look at AI not as abstract software, but as physical infrastructure with real consequences for climate tech, decarbonisation, the energy transition, policy, and the businesses racing to use it.You'll hear why data centres now sit at the centre of the sustainability conversation. Treat AI as “just software” and you defer the hard questions: where the power comes from, how water is used, how communities respond, and who is accountable when emissions reduction promises meet infrastructure reality.We dig into how sustainability teams can move beyond PDFs and carbon accounting, and into procurement, supplier data, financial planning, and board-level AI decisions. Scope 3 comes up too - including the awkward truth that asking suppliers for data does not mean you'll get usable answers.You might be shocked by how AI could shift the balance of power: from waiting for disclosures to calculating baselines, testing assumptions, and making better net zero decisions before systems lock in.
Whoever you ask, you are likely find broad agreement that the world needs more energy infrastructure. Whether you are worried about ensuring secure supplies, powering new data centres, or cutting greenhouse gas emissions, the answer is most often going to be investing in new assets: power plants, transmission lines, factories, pipelines, ports… the list goes on. But all too often, getting big projects built is painfully slow, expensive and unpredictable. It is particularly difficult in high-income countries, and perhaps in the US most of all.For this episode, host Ed Crooks and regular guest Dr. Melissa Lott are joined by Craig Albert, the President and COO of Bechtel, one of the world's biggest engineering and construction companies. Together, they discuss the critical problems that get in the way of infrastructure projects, and what businesses and governments can do to get past them.First off, Craig acknowledges that the problems in the system all reflect good intentions. Communities, safety, the environment and local impacts all deserve scrutiny. The problem, especially in the US, is that the process used to take all those factors into account when approving large projects is slow, fragmented and uncertain. The result is that it pushes up costs, delays revenue, creates financing risk, and ultimately slows progress towards energy security and a lower-carbon energy system.The conversation digs into the role of trust and certainty in decision-making. Once a project has been assessed and approved, how do you stop it from being endlessly revisited? Craig argues that some aspects of the US system create particular difficulties. Other developed countries have shown that infrastructure projects can be brought in on time and on budget. Craig cites the Western Sydney International Airport project, which moved from site selection to full construction approval in just two and a half years. In the US, he says, the same process could easily take eight to ten.The discussion then turns to nuclear power, and the lessons from the two new AP1000 reactors built at the Vogtle plant in Georgia. Craig calls Southern Company and Georgia Power “national heroes” for taking on the first greenfield US nuclear project in decades, but he is candid about what went wrong. His biggest takeaway is the importance of deeply integrated EPC: engineering, procurement and construction working as one system from the start. He also stresses the need for earlier investment in workforce training, stronger supply-chain visibility and better sequencing to reduce costly reworks.From there, Ed and Melissa widen the lens to look at other energy sectors. Craig explains why the US LNG industry offers a more hopeful model of projects delivered without huge cost overruns and multi-year delays. In that industry the construction companies are building repeated, standardised projects, with integrated delivery, and a relentless focus on finding and fixing bottlenecks. Bechtel has delivered dozens of LNG trains, he says, all on schedule and within budget, while still improving speed from one project to the next. Similar lessons apply in solar, where scale, automation and better execution are helping push installation rates sharply higher.But policy and project design are only part of the story. Craig argues that workforce is the other great constraint. If every new power plant, grid upgrade, semiconductor fab and airport ultimately depends on skilled craft labour, then the US has to start treating those jobs with the respect they deserve. Restoring the status of skilled trades is not just a cultural issue. It is essential to the country's ability to build, Craig says. The closing message is both practical and cautionary: if the US wants more energy security, more electricity for AI and data centres, and faster progress on decarbonisation, it has to get much better at building. That means fixing permitting, reducing project uncertainty, investing earlier in supply chains, and treating skilled labour as a strategic asset, rather than an afterthought.This episode of Energy Gang is brought to you by ENGIE, the smarter energy supplier. ENGIE doesn't just provide the power to run your business — they supply the energy to move it forward, with reliable, flexible solutions built for what's next. Learn more at engieresources.com.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
As AI systems scale, the infrastructure challenge is no longer just about chips, models, and software performance. It is increasingly about the physical systems that allow computation to happen at all: power delivery, cooling, water access, and the speed at which new capacity can be brought online. Power conversion is becoming a much more important design question. As racks move from conventional power densities toward megawatt-scale configurations, every inefficiency in the electrical pathway becomes more consequential. For stakeholders across the energy sector, that makes AI infrastructure more than just a datacenter story. It is also a story about grid constraints, industrial load growth, thermal management, and how developers can design facilities that are efficient enough, flexible enough, and resilient enough to operate at the scale AI now demands.Host Sylvia Leyva Martinez is joined by Nick Wright, Vertical Solutions Manager at Siemens. Their conversation explores why the growth of the AI factory is pushing operators to rethink traditional electrical architecture, especially the number of conversion steps required to move power from the grid to the chip. Nick explains why conventional AC-heavy setups are under pressure as compute loads become denser, more dynamic, and more power-intensive, and why more direct AC-to-DC pathways are drawing increased attention. The episode also examines what that shift means in practice: less energy lost in conversion, less excess heat to manage, different implications for cooling design, and a growing role for higher-voltage DC systems, digital twins, monitoring technologies, and new protection equipment. Along the way, the discussion widens beyond the building itself to consider how AI facilities may evolve into more grid-aware assets, capable of interacting more intelligently with the broader energy system rather than functioning simply as passive loads.For developers, IPPs, utilities, financiers, and infrastructure planners, the episode offers a clear signal that power architecture is becoming a strategic decision much earlier in the project lifecycle. One of the key takeaways is that this is not a simple story of DC replacing AC. The more relevant point is that as racks scale, reducing unnecessary conversion steps can improve efficiency and system performance in ways that matter economically at very large scale. But the conversation also makes clear that conversion efficiency is only one part of a much broader infrastructure equation. Access to reliable power, water availability, cooling strategy, workforce readiness, supply chain bottlenecks, equipment lead times, and safety considerations all shape whether a new AI facility can be delivered on time and scaled over the long term. The players most likely to succeed will be the ones that stop treating power as a late-stage procurement issue and instead plan holistically across energy, compute, operations, and grid interaction from the beginning.This episode is brought to you by twentytwo & brand -- a marketing and PR agency built specifically for energy leaders.Lots of agencies say they work with energy companies, twentytwo & brand was built for them. They've partnered with more than 120 companies driving the energy transition — from growth-stage startups to globally recognized industry leaders. Media relations, brand design, video, paid advertising, and community engagement — they cover it all under one roof. No onboarding lag, no industry crash course -- they speak your language on day one.If you're ready to sharpen your story and supercharge your marketing, find them at twentytwoandbrand.com/woodmac.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
US residential electricity prices have risen by more than 40 per cent since the start of 2021, which is much faster than general inflation. Utilities requested a total of $31 billion in increased rates last year, double the amount in 2024. And investor-owned utilities are planning to spend $1.4 trillion on capital projects over the next five years – enough on one calculation, to build almost 2,000 Hoover Dams at today's prices. So why are American electricity bills going up, and what can be done to provide some relief for hard-pressed consumers?In this episode, host Ed Crooks and regular contributor Dr Melissa Lott are joined by Charles Hua, founder and executive director of PowerLines, a nonprofit launched in 2024. Charles's focus is on US states' Public Utilities Commissions: the roughly 200 commissioners across the country who oversee around $200 billion in annual spending and ultimately determine what consumers pay. He calls them the “US Supreme Court justices of energy”.The discussion opens with questions of consumers' perceptions, and how they align with reality. The data show that in the past few years, electricity bills have been rising, on average, explaining why the issue has been rising up the political agenda.Recent Ipsos polling commissioned by PoweLines found that four in five Americans feel powerless about energy costs. The proportion who believe their state officials are serving their interests as consumers fell from 38 per cent to 29 per cent in a single year. Charles calls this "a new politics of electricity." It is a domain that until recently sat outside mainstream political attention, but now reaches governors' offices and the White House.Charles and Melissa then unpack what is actually driving the increases. Melissa walks through the top five cost drivers identified in the Lawrence Berkeley National Laboratory's analysis: fuel and wholesale supply, distribution costs, generation capex, transmission costs, and cost recovery from extreme weather events. Charles points beyond the line items to a fundamental issue: the traditional utility business model, which structurally rewards capital spending. The question about the impact of data centers is unavoidable. Charles breaks it down: until now, data centres have not been a meaningful driver of price increases across most of the country. But that does not mean they will not be in future. PJM's capacity auction, where prices have rocketed, is one early signal that the picture is starting to change.Charles offers three solutions. First, get more out of the existing grid, which is currently running at roughly 50 per cent utilisation, through technologies he describes as "ibuprofen for the grid." Second, modernise the utility business model, potentially drawing on the UK's totex approach, where utilities can earn a return on operational as well as capital spending. Third, improve grid planning, particularly how load is forecast and how integrated resource plans are built.Melissa zooms out to remind listeners what is actually at stake. Borrowing a line from Amory Lovins, she says: "I don't care about my electrons. I care about cold beer and hot showers." The question is not just about price, but about whether households can keep their homes safe and liveable year-round. You can learn more about PowerLines at PowerLines.org. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Japan's Future in Energy and Artificial Intelligence. Guest: Lance Gatling. Japan is working toward a goal of 40–50% renewable energy and 20% nuclear power by the mid-2030s. Lance Gatling notes that Japan remains a critical link in the semiconductor chain essential for the global AI boom. While circumspect about AI's authority, Japanese companies dominate the hardware manufacturing processes necessary for semiconductor production. 141920
Preview for Later Today: Liz Peek explains why Europe lacks major tech breakthroughs like SpaceX or AI, citing high energy costs driven by influential green parties and a transition to uncompetitive renewable energy that deters modern data centers.1898 BRUSSELS