Podcasts about Renewable energy

Energy that is collected from renewable resources

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Latest podcast episodes about Renewable energy

The Interchange
The grid's missing operating system: Why a $100,000 AI controller could defer trillions in hardware and why utilities won't buy it

The Interchange

Play Episode Listen Later Jun 2, 2026 43:46


The energy transition conversation focuses on what connects to the grid. Far less attention goes to whether anyone is coordinating what those assets do once connected. AI training runs swing hundreds of megawatts in seconds as GPUs checkpoint and restart a profile that looks like a generator tripping offline. At distribution level, millions of inverter-based resources create localised variability that overwhelms individual circuits even when aggregate models look healthy. The planning tools in use today were designed for neither problem.Host Bridget van Dorsten is joined by Kay Aikin, CEO and Founder of Dynamic Grid, energy engineer, grid architecture advisor to the DOE-supported GridWise Architecture Council, and contributor to the UN Environmental Program's building decarbonisation work. Kay unpacks what an AI training facility actually does to the grid with full GPU load for hours or days, then a drop to ten percent in seconds during checkpointing. She talks about how at the scale now planned, the Stargate project in Texas alone could represent ten percent of ERCOT disappearing in four seconds. The behaviour is stochastic and cannot be modelled with traditional statistical tools. At distribution level, virtual power plants responding to wholesale signals without circuit-level visibility can create competing oscillations, the kind of emergent dynamics that contributed to the Spanish grid failure.The proposed fix is an AI controller at the substation, sending price-based signals and flexible operating envelopes to large assets and VPP operators, giving them twenty-four-hour forecasts and real-time circuit visibility. Total cost: under a hundred thousand dollars installed. The reason it isn't everywhere is cost-of-service regulation. Utilities earn returns on deployed capital, so a million-dollar transformer replacement is more profitable than software that eliminates the need for it.Without new approaches, rebuilding the US distribution grid could cost up to ten trillion dollars by 2040. Kay is developing grid utilisation metrics with regulators in Maine, Virginia, and Maryland to incentivise extracting more from existing infrastructure. The episode closes on the need for distribution system operators and the affordability death spiral that looms if the structural incentives don't shift. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Going Green
The Making of a 2x New York Times Bestselling Author - MeiMei Fox

Going Green

Play Episode Listen Later May 29, 2026 35:24


In this episode of The Intelligence Report, host Dylan Welch sits down with two-time New York Times bestselling author MeiMei Fox to discuss her journey from the corporate world to a successful career as a writer.MeiMei shares what inspired her to leave a traditional career path, the challenges and opportunities she encountered along the way, and how following her passions ultimately led to becoming a bestselling author. The conversation also explores the evolution of the publishing industry, the realities of writing professionally, and how aspiring authors can navigate a rapidly changing media landscape.Topics include career reinvention, creativity, entrepreneurship, personal growth, the business of publishing, and the lessons MeiMei has learned throughout her remarkable journey.Tune in for an insightful conversation about taking risks, pursuing meaningful work, and building a career around what you love.Support the show

Climate 21
Fake People, Real Projects Killed: AI Disinformation and the New Clean Energy Bottleneck

Climate 21

Play Episode Listen Later May 27, 2026 40:18 Transcription Available


Get in touch - leave me a messageFake people. Fake comments. Real clean energy projects killed.This is what climate delay looks like in the AI era.In this episode of Climate Confident, I'm joined by Leah Qusba, CEO of GoodPower, an organisation working at the intersection of climate tech, culture, policy, and decarbonisation. We explore a hard truth about the energy transition: solar, wind, batteries, and electrification may be ready, but public trust, local permission, and disinformation are now decisive barriers to getting projects built.You'll hear why Leah believes fossil fuel dependence is becoming harder to defend as “secure energy”, especially when oil and gas volatility keeps spilling into bills, food prices, business costs, and household budgets. We dig into why clean energy should be framed less as sacrifice and more as protection: protection from price shocks, geopolitical risk, climate impacts, and the charming little habit fossil fuels have of making everything more expensive.We also get into GoodPower's research on what actually changes minds. Their storytelling work has reached tens of millions of people and, in tested campaigns, shifted audiences from NIMBY to YIMBY by 11%. Leah explains why the right messenger can matter more than the perfect message, why rural voices can unlock rural support, and why creators in food, fashion, gaming, cars, comedy, and culture may be more effective climate communicators than traditional climate voices.And yes, we talk about AI-generated disinformation in permitting decisions, fake public pressure, and why pre-bunking false claims before they spread may become essential for emissions reduction, net zero delivery, and climate policy that survives contact with reality.

The Energy Gang
It is too hard to build things in America: Can permitting reform begin a new era for energy investment?

The Energy Gang

Play Episode Listen Later May 25, 2026 61:25


America is facing an energy supply crisis created by surging demand for electricity from data centres. A transition to a lower-carbon system requires massive investment in new clean energy infrastructure. But legal and regulatory structures mean that developing projects in the US is often an uncertain, drawn-out and expensive process.To take just one example, new transmission infrastructure is vital for connecting renewable generation to concentrations of electricity demand. But the last time the US added more than 1,000 miles of high-voltage transmission lines in a year was 2016.In this episode, host Ed Crooks is joined by Representative Scott Peters to discuss what Congress can do to help fix that. Scott is a Democratic member of the House of Representatives and a co-sponsor of the bipartisan CERTAIN Act, a new bill that attempts to take some of the risk and unpredictability out of the legal procedures for project development.Along with regular contributor Melissa Lott, Partner for Energy Technologies at Microsoft, they discuss whether reform of the permitting system can really help expedite investment in new energy projects. And they assess how likely it is that Congress will be able to make a deal and get a more streamlined system passed into law. The conversation starts with NEPA, the National Environmental Policy Act. Passed in 1970, it is the bedrock for environmental permitting for infrastructure projects. It is also the most litigated environmental statute in the US. A major project can take four years to prepare an environmental impact statement, with another four years of litigation to follow. As Scott points out, when NEPA was written there were few other environmental protections. Now there are dozens, yet the review process has only grown more burdensome.Melissa frames the core tension: NEPA was designed to inform decisions, not make them. But open-ended review processes have effectively become the decision, determining which projects live or die.Scott explains the current state of the legislative landscape. There are three key elements of a potential bipartisan agreement on reform. The CERTAIN act sets regular permitting milestones and protects issued permits from arbitrary revocation. The SPEED Act, which has already passed in the House, limits the need for environmental reviews, shortens timetables, and restricts the scope for subsequent challenges in the courts. And there are moves for new legislation specifically to support development of electricity transmission. A final deal in Congress is likely to include all three elements. Melissa discusses whether federal reform alone can transform the pace of delivery. Ed raises the question of whether the legal rights and political authorities enshrined in the US system mean that infrastructure development must always be a costly and protracted business. He cites Wood Mackenzie data showing US solar costs are more than double those in China. Scott counters with Texas, where a free-market approach has driven rapid renewable deployment, not because of climate concerns but because the market demanded it.The politics of permitting reform have shifted. Republicans wanted to limit the federal government's ability to block oil and gas projects. Now many Democrats support curbs on the executive's power to obstruct renewable energy development. The issue has risen up the political agenda after the Trump administration moved to block offshore wind projects already under construction, and delayed permits for onshore wind.Scott closes by arguing that this is the best opportunity for lasting permitting reform that he has seen in his 14 years in Congress. This episode is sponsored by Bechtel.Nuclear is back — and Bechtel is helping build what comes next. For more than 70 years, Bechtel has helped shape the nuclear industry, from work on the world's first commercial nuclear reactor to designing, constructing, and servicing more than 150 nuclear plants worldwide. Bechtel has helped bring more than 76,000 megawatts of nuclear power online globally. Today, Bechtel is helping deliver the next generation of nuclear energy — from large-scale plants to small modular and advanced reactors — using the company's decades of mega-project delivery experience to bring new nuclear online safely, reliably, and at scale. Learn more at bechtel.com/nuclear See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Angry Clean Energy Guy

Forget everything you've been told about the painfully slow pace of climate action. Instead, a quiet rebellion is taking root. The Angry Clean Energy Guy breaks down the potentially monumental shift from April's alternative climate summit held in Santa Marta, Colombia, where more than 50 countries bypassed the stagnant UN COP illusion to form a real coalition of the willing, one dedicated to actually dismantling the fossil fuel empire from the ground up.The Angry Clean Energy Guy also looks at the impressive numbers hitting the grid: clean power has now officially covered 100% of global electricity demand growth, while battery storage has become fastest-growing energy tech in human history and a key enabler of the transformation in heavy transport, where electric trucks are rapidly wiping out diesel's market share.Finally, the Angry Clean Energy Guy shines a light on the dirty shadow war Big Tech is waging against carbon accounting watchdogs. As tech giants scramble to feed the massive AI boom, they are panic-signing fossil gas deals behind closed doors while aggressively bullying climate organizations to accept cheap, fake paper certificates. It's a raw, uncompromised look at an economic war that fossil fuels are losing on the ground, no matter what the establishment wants you to believe. 

Going Green
Bridging the Gap Between Citizens and Policymakers - Jason Seedall

Going Green

Play Episode Listen Later May 22, 2026 22:44


In this episode of The Intelligence Report, host Dylan Welch welcomes back Jason Seedall of the Roosevelt Alliance following the organization's official launch at EarthX.Jason shares how the Roosevelt Alliance is working to reconnect everyday Americans with the policymaking process through bipartisan civic engagement, leadership development, and grassroots community chapters inspired by the legacy of Theodore Roosevelt.The conversation explores why issues like natural resources, fair commerce, energy independence, regenerative agriculture, and civic participation affect every American regardless of political affiliation. Jason also discusses current policy initiatives involving national parks, renewable energy financing, nuclear and geothermal development, and conservation incentives for at-risk species.Dylan and Jason dive into the growing disconnect between citizens and institutions, the importance of bridging public and policy worlds, and why accessible civic engagement may be one of the most important challenges facing America today.Topics include: The launch of the Roosevelt Alliance  Bipartisan policy and civic engagement  National park and conservation policy  Regenerative agriculture and wildlife restoration  Renewable energy and geothermal financing  Bridging the gap between citizens and Washington D.C.  Theodore Roosevelt's relevance in modern AmericaSupport the show

The Morning Agenda
PA Headlines | May 21st | Pa Lags in Renewable Energy

The Morning Agenda

Play Episode Listen Later May 21, 2026 4:50


Pennsylvania lags behind most of the country in increasing renewable energy.State Senator Doug Mastriano has been nominated to serve as the next US ambassador to Slovakia.The U.S. Senate has confirmed Brian Miller as the United States Attorney for the Moddle District of Pennsylvania.The Pennsylvania Supreme Court has temporarily suspended Cumberland County attorney Richard Lee King.The City of Reading has officially broken ground on a major solar energy project on the public works campus.

Going Green
Space Law: Bailey Reichelt on Building Aegis Space Law

Going Green

Play Episode Listen Later May 20, 2026 29:44


In this episode of The Intelligence Report, Dylan Welch sits down with Bailey Reichelt, founding partner of Aegis Space Law, to discuss her unconventional path into the rapidly evolving world of space law.Bailey shares how her early career as a public defender in Texas eventually led her into international trade compliance, aerospace regulations, and the legal frameworks shaping the future of the commercial space industry. The conversation explores the unique challenges startups face as private industry expands beyond Earth.Alongside the legal and policy discussion, Bailey reflects on her personal background, curiosity-driven mindset, and the experiences that shaped her career.This episode offers an inside look at one of the fastest-growing intersections of law, technology, national security, and commercial innovation.Support the show

The Energy Gang
How US utilities are adapting to a high-growth world for power demand. The head of America's largest electricity industry group explains the critical role played by regulators

The Energy Gang

Play Episode Listen Later May 19, 2026 48:12


The era of stagnant electricity demand in the US is over. Data centres, electrification, and reshoring of manufacturing are driving a surge in demand that is stronger that anything that anyone currently working in the industry has yet seen in their professional lifetimes. The question of which market and regulatory structures are needed to respond to this new and fast-changing world is now at the centre of the policy debate.Host Ed Crooks is joined by Drew Maloney, President and CEO of the Edison Electric Institute, the trade body representing America's investor-owned utilities, which together serve more than 70 per cent of the US population. Drew argues that the current moment is exposing a fundamental divide in the US power system: vertically integrated, regulated utilities can plan generation, transmission, and distribution over 20-year horizons, while competitive markets like PJM are struggling to send the investment signals needed to get new power plants built.The conversation starts with one of the hottest topics in US politics: affordability and household electricity bills. There are some misconceptions about electricity bills that have gained traction with the American public. Drew points to EEI research showing that 34 states have kept increases in electricity rates below general consumer price inflation over the past five years. And he adds that the states where prices are rising fastest tend to be in deregulated markets, where capacity costs are climbing but no new generation is being built.Ed draws on the Lawrence Berkeley National Laboratory's 2025 study of electricity bills and data centres (You can read that study here.). That study found that demand growth alone did not explain rising bills, and that the drivers vary significantly by region, from wildfire mitigation costs in California to capacity market dynamics in PJM and New England.They move on to another hot topic in the industry today: whether data centres and other large loads should go “off grid” and rely entirely on local on-site generation. Drew pushes back against the narrative that this model is now becoming widespread, arguing there is more talk than action. Building duplicative generation to create “five nines” reliability for a data centre is expensive, and can still be unreliable without grid backup. It also pulls investment and workforce away from the shared infrastructure that benefits all customers. Most data centres want grid access, even if some are pursuing hybrid approaches in the interim until their hook-ups to the network can be connected.The episode also covers FERC Chairman Laura Swett's emerging approach to market intervention, the prospects for bipartisan permitting reform in Congress, and the ratepayer protection plan brokered between the White House and the major hyperscalers. Drew closes with an optimistic long view: the current moment, though it needs careful management, could be an opportunity to transform the US grid for the better.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Interchange
The grid's immune system is retiring: Synchronous condensers, AI data centers and the physics gap that software alone can't close

The Interchange

Play Episode Listen Later May 19, 2026 62:06


As coal and gas plants retire, the energy transition conversation focuses on replacing their generation capacity. What gets far less attention is the loss of the physical properties those machines provided for free: inertia that stabilises frequency, fault current that supports voltage during disturbances, and reactive power that regulates voltage across the network. These services come from the physics of enormous spinning rotors synchronised to the grid, responding instantaneously, without sensors, software or control loops. As inverter-based resources replace them, that mechanical immune system disappears, and a new, extreme stress test is arriving at the same time in the form of AI data centres whose loads can swing by hundreds of megawatts in a fraction of a second.Host Bridget van Dorsten is joined by Kristina Carlquist, General Manager of Synchronous Condensers at ABB, and Christian Payerl, Sales Manager of Synchronous Condensers at ABB, to unpack why a technology that has existed for as long as the grid itself is now experiencing a revival.Christian explains the three ancillary services the grid is losing, inertia, short-circuit current and reactive power, and why inverter-based generation does not replace them. Grid-forming batteries can be programmed to simulate inertia, but each charge-discharge cycle degrades lifetime, overload capacity is limited to microseconds, and the models needed for accurate grid simulation are often tied up in manufacturer IP. Synchronous condensers respond on physics alone, in both directions, with no degradation and no modelling uncertainty. The recent blackout in Spain illustrates what happens when that gap is left unfilled.Kristina walks through the commercial traction. ABB's partnership with VoltaGrid on isolated data center microgrids has grown from an unexpected inbound enquiry in late 2024 to dozens of synchronous condensers delivered. On the grid-connected side, the Faroe Islands have deployed four units with a fifth on the way as part of their push toward 100% renewables, already achieving multi-day periods of fully renewable operation. ABB is also working with Korea's Jeju Island on its first flywheel-equipped deployment. The demand pattern is widening: islands integrating renewables, TSOs managing weak grid regions, mines electrifying operations, and now data centre developers who had never considered grid stability equipment before.The episode closes on regulation and standards. Christian, who participates in international standards work through CIGRE, notes that there is still no international standard for flywheel safety and that the treatment of inertia as a paid service varies dramatically by country. While inertia is compensated as a paid service in the UK, in Sweden it is treated as free – rotating machines providing it receive no income stream for doing so. As data center load grows faster than regulation can respond, both guests argue that the answer is not one technology but a combination, provided the industry, utilities and policymakers can align on what the grid actually needs to remain stable.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Novogradac
May 19, 2026: 10 Timely Topics Every Renewable Energy Developer Needs to Know to Attract Investors in 2026, Part 2

Novogradac

Play Episode Listen Later May 19, 2026


With policy changes such as the July 4th start-of-construction-deadline instituted by the One Big Beautiful Bill Act (OBBBA) rapidly approaching and foreign entities of concern (FEOC) requirements forthcoming from the U.S. Department of the Treasury, renewable energy tax credit (RETC) developers are at a critical moment. In this episode of the Renewable Energy Tax Credit Finance Series, Michael Novogradac, CPA, and Novogradac partner Tony Grappone, CPA, discuss five additional topics every RETC developer should know in order to attract investors in a post-OBBBA world.'They cover how to document start of construction, prevailing wage and apprenticeship (PWA) requirements, common FEOC misunderstandings, cost segregation studies and appraisals and due diligence. Grappone also brings up a bonus topic on tax insurance. This episode is the second part of a two-part series, with part one having released in April.

The Energy Gang
Stress test: the Iran war and a US grid under pressure | Live from the ACORE Finance Forum, Day two

The Energy Gang

Play Episode Listen Later May 14, 2026 93:27


The war with Iran has put a spotlight on the security and resilience of energy and supply chains around the world. In this second special episode from the ACORE Finance Forum in New York, host Ed Crooks explores what that means for the US power industry, at a moment when rising electricity demand was already putting the grid under strain.Lori Ann LaRocco, a trade and supply chain expert and author of Trade War: Containers Don't Lie, explains the global impacts from the closure of the Strait of Hormuz. She tells us that there are 70,000 products made from petrochemicals, including the components that go into solar panels, the chips for data centers, and your cell phone. Supplies of those products are being crunched because of the disruption to exports from the Gulf. Some are already in short supply. Even if the strait reopened tomorrow, the physical realities of repositioning tankers, clearing mines and restoring export infrastructure would mean supply chains would take at least a year to normalise. Her advice: know your supply chain not just to the first tier, but to the fifth, sixth and seventh.José Antonio Miranda, chief executive of Avangrid, talks about the opportunities and challenges created by rising electricity demand. He says investment needs to start now and keep going. His one word advice for policymakers: certainty. Investors have the capital and the expertise to deliver the new grid and generation capacity that policymakers want, he says. What the private sector cannot work with is retroactive rule changes and unpredictable permitting outcomes.Harry Krejsa, director of studies at the Carnegie Mellon Institute for Strategy and Technology, is a former official in both the Trump and Biden administrations who is focused on the relationship between energy and national security. He argues that worries about depending on China for clean energy technology often conflate two issues: cybersecurity risk, and supply chain dependency. His principle is guard the smart stuff, buy the dumb stuff, and build the future.Kara McNutt, Wood Mackenzie's head of power and renewables consulting for the Americas, shares her concerns about grid reliability. The share of dispatchable generation on the US grid is declining as coal-fired power plants shut down and new wind and solar capacity is added. Nuclear is genuinely exciting, with the global SMR pipeline nearly doubling in the past year, but it is a 2030s story rather than a solution for today.Benoy Thanjan, founder of Reneu Energy and host of the Solar Maverick podcast, is a solar developer. He is seeing surging interest in behind-the-meter storage, driven in part by concerns about energy security and resilience brought to the surface by the Iran war. The FEOC (Foreign Entities of Concern) rules, intended to stop unfriendly countries benefiting from US tax credits, remain a real point of friction. Customers want US-manufactured equipment, but the price gap between compliant and non-compliant products is still very large.Ray Long, president and chief executive of ACORE, closes by sharing his key takeaways from the forum. He says three things need to change to remove obstacles to investment: federal permitting reform, clear FEOC guidance from the Treasury, and faster approvals from the Departments of Interior, War and Energy for new projects. Follow the show wherever you're listening so you don't miss an episode. Let us know what you think. We're on X, at @theenergygang.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Going Green
Inside the UN with Emilie McGlone: The Peace Boat, Ocean Diplomacy, and the Future of Global Sustainability

Going Green

Play Episode Listen Later May 14, 2026 6:47


Recorded live from United Nations Headquarters during the UN Science, Technology, and Innovation Forum, Dylan Welch, host of The Intelligence Report, sits down with Emilie McGlone, International Director of Peace Boat, to discuss the unique role the Peace Boat plays in advancing sustainability and peace through floating diplomacy.Emilie shares what brought her to the UN this week, the work the Peace Boat is doing at the intersection of ocean conservation, science communication, and international cooperation, and a behind-the-scenes look at the upcoming Ocean Gala aboard the Peace Boat on June 11th in New York.The conversation closes with a preview of the Global Leadership Forum for Sustainability, which Intelligence Report is co-hosting with Peace Boat at the United Nations this September, convening leaders across business, finance, technology, and policy during UN General Assembly week.A wide-ranging conversation about why some of the most important sustainability work happening today is happening on the water, at the UN, and in the rooms where the two worlds meet.Support the show

Energy vs Climate
Mapping the Next Energy Shock with The Economist's Vijay Vaitheeswaran

Energy vs Climate

Play Episode Listen Later May 14, 2026 63:44 Transcription Available


The aftershocks of the Iran war are reshaping energy markets, investment decisions, and climate politics in very different ways around the world.David, Sara, and Ed sat down with Vijay Vitheeswaran, Global Energy and Climate Innovation Editor at The Economist and 2025 Energy Writer of the Year, to discuss the shock rippling through energy markets since the war in Iran began. On one side are forces accelerating the energy transition like electrification, EV adoption, solar deployment, and rapidly scaling clean tech. On the other are forces pushing toward deeper fossil fuel lock in: energy security fears, coal expansion, oil investment surges, and persistent fossil fuel subsidies. Which force is actually winning?The conversation covered a lot of ground — from samosa vendors in Delhi packing up because cooking fuel tripled in price, to what a potential OPEC collapse could mean for the oil sands.This show's a great listen, especially if you're trying to make sense of a world where the energy transition and fossil fuel lock-in are happening simultaneously.About Our Guest:Vijay Vaitheeswaran is the Global Energy & Climate Innovation Editor of The Economist. He has produced numerous cover stories and won awards for his reporting. He is an accomplished public speaker and his three books have created a stir, with accolades ranging from lengthy reviews in The New Yorker to shortlisting for the FT/McKinsey Business Book of the Year prize.  The Financial Times has declared him to be “a writer to whom it is worth paying attention.”Vijay is a Life Member of the Council on Foreign Relations. He serves as an advisor on innovation to the World Economic Forum/Davos, and has taught at NYU Stern Business School and Northwestern University. Vijay is an alumnus of Harvard Business School and the Massachusetts Institute of Technology. Send us a text (if you'd like a response, please include your email)Follow us on:LinkedInBlueskyX/TwitterInstagramEnergy vs Climate relies on the support of our generous listenersDonate to keep Energy vs Climate goingProduced by Bespoke Podcasts

The Angel Next Door
The Power of Cooperatives in Real Estate and Impact Investing with Kachuwa

The Angel Next Door

Play Episode Listen Later May 14, 2026 28:07


What does it take to redefine entrepreneurship for both impact and profit, and can owning less of a company mean achieving more? In this episode of The Angel Next Door Podcast, listeners are invited to consider how traditional business structures and investment models can be transformed for greater societal good without sacrificing returns. Blake Jones joins Marcia Dawood as today's guest—a self-described accidental entrepreneur who transitioned from engineering in the oil and gas sector to pioneering employee ownership through Namaste Solar. His journey includes international work in renewable energy, founding a successful solar cooperative, and now leading the innovative Kachuwa Impact Fund, which democratizes impact investing via a cooperative model boasting over 300 members and nearly 100 diversified assets. The episode takes a deep dive into how Blake Jones and the Kachuwa Impact Fund structure investments to balance financial returns with meaningful impact. Offering an accessible, diversified portfolio that pays annual dividends, the fund supports employee ownership conversions, affordable housing, and more—all governed democratically. If you've ever wondered how to invest for impact while still earning returns, or how cooperatives operate in practice, this episode is a must-listen for its fresh perspectives, practical insights, and inspiration for anyone looking to shake up traditional business and investing models.   To get the latest from Blake Jones, you can follow him below! https://www.linkedin.com/in/blake-jones-ab044925/  https://www.kachuwaimpactfund.com/   Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing! Website: www.marciadawood.com Learn more about the documentary Show Her the Money: www.showherthemoneymovie.com And don't forget to follow us wherever you are! Apple Podcasts: https://pod.link/1586445642.apple Spotify: https://pod.link/1586445642.spotify LinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/ Instagram: https://www.instagram.com/theangelnextdoorpodcast/ TikTok: https://www.tiktok.com/@marciadawood

The Energy Gang
Data, power and dollars: financing the AI energy boom | live from the ACORE finance forum in New York

The Energy Gang

Play Episode Listen Later May 13, 2026 76:31


The numbers are staggering. The “magnificent seven” Big Tech companies are expected to have combined capital spending of about $800 billion this year. Data centres' electricity demand is soaring, and hundreds of billions of dollars more are being mobilised to invest in power infrastructure to meet that demand. In this special episode, recorded at the ACORE Finance Forum in New York, host Ed Crooks speaks with five guests at the heart of the revolution in energy finance: bankers, a deal lawyer, a data centre operator and a head of policy. James Wright, Managing Director and Head of US Corporate Banking at CIBC Capital Markets, explains the connection between power, data centres and AI with an analogy borrowed from Nvidia CEO Jensen Huang. Think of AI as a layer cake, with power as the base, data centre infrastructure above it, then hardware, then AI models, and the applications as the icing on top. For banks like CIBC, it is those bottom two layers that matter most. James explains how power developers and data centre builders are increasingly converging. Gas, solar and battery storage are driving the bulk of activity in new power generation, though gas turbine supply chains remain severely stretched. “Powered land” projects, created as sites to attract data centre developers, are a popular idea at the moment. But many of them are highly speculative. James estimates that for every twenty conversations, perhaps a couple result in a financeable transaction. Another hot topic is of behind-the-meter generation and co-located power. James sees it happening, but only at the margin. Grid connections are still the ultimate goal.  Adam Altenhofen, Senior Vice President for Impact Finance at US Bank, brings a different perspective on energy finance. US Bank has deployed more than $33 billion in renewable energy since 2008, primarily through the tax credit programmes for solar, wind and battery storage. The wind and solar tax credits are winding down, but projects that start construction before 4 July this year can still be placed in service through to the end of 2030. The storage tax credit was preserved through to 2036. Behind-the-meter generation, Adam argues, presents a fundamental challenge to the project finance model. If the load disappears, so does the revenue. And unlike for a grid-connected project, there will be no readily available alternative revenue streams to fall back on. Guarantees covering the full duration of the power supply contract are the floor, not the ceiling, for what lenders would need to get comfortable, Adam says.  Mona Dajani, Global Co-Chair of Infrastructure, Energy and Real Estate at the law firm Cooley, sees something structural changing. Hyperscalers are now behaving like utilities, she says. They assess data centre locations based on access to power, reliability and duration of supply. Meanwhile, some utilities are becoming more like infrastructure platforms, building unregulated arms and investing in new technologies to serve growing demand. A cultural gulf used to separate the tech and energy industries. But as they have come to understand their mutual interdependence over the past few years, more constructive collaborations have emerged. Jon Edwards, Executive Vice President and Head of Capital Markets at the data centre developer Switch, offers the operator's perspective. Switch currently consumes roughly one third of Nevada's total power supply and operates at 100% green power. Jon explains how the company decoupled from the utility grid for generation purposes back in 2015, buying its own generation while still using the utility for transmission and distribution, and how that model helped reduce Nevada consumer electricity prices by double digits in 2025. He is another sceptic about behind-the-meter power: it is useful as a bridge in some circumstances, but grid-connected utility power remains the primary and preferred solution for serious, long-duration data centre operations. On the financing side, Jon discusses Switch's recent $2.6 billion letter of credit facility, designed to give utilities the financial certainty they need to invest in new infrastructure, knowing they can be confident the data centre load will be there.  The episode closes with Lesley Hunter, Senior Vice President for Policy at ACORE, who sets the policy backdrop against which all of this activity is playing out. ACORE's latest investor survey makes for sobering reading: 69% of capital providers who replied to the survey said they thought the US industry had in the past year lost attractiveness compared to clean energy sectors in other countries. The same proportion, 69%, expect a further relative decline over the next three years. Lesley identifies two main pain points: the still-unresolved foreign entity of concern rules (FEOC) for tax credit eligibility, and the Department of Defense slow-walking agreements needed for wind development that has held up more than 160 projects. Her message for policy-makers is that regulatory stability is vital. “The core ask of the industry right now is to ensure that players have the rules of the road,” she says. “That those rules won't change mid-stream, and they are able to deploy capital, and trust the federal government when making these long-term investments in US infrastructure.”  Follow the show wherever you're listening so you don't miss an episode. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Climate 21
Solar Streetlights Aren't About Cheap Power. They're About Resilience, Uptime, and Infrastructure Cost

Climate 21

Play Episode Listen Later May 13, 2026 35:14 Transcription Available


Get in touch - leave me a messageStreetlights sound boring. Until the grid fails and they're the only lights left on.In this episode of Climate Confident, I'm joined by Liam Ryan, CEO of Streetleaf, a climate tech company rethinking one of the most overlooked pieces of public infrastructure: the streetlight. And yes, I know. Streetlights. Hardly the sexiest corner of the energy transition. But this conversation quickly becomes about something much bigger: resilience, decarbonisation, public safety, emissions reduction, and how we build communities that keep functioning as extreme weather puts more pressure on the grid.You'll hear why the real cost of streetlighting often isn't the electricity at all. It's trenching, wiring, maintenance, utility control, copper theft, repair delays, and infrastructure that can take far too long to fix. Liam explains how solar-plus-battery streetlights can avoid much of that mess while helping cities, developers, and communities move closer to net zero.We dig into how Streetleaf's lights performed during hurricanes, why three to five days of battery backup matters, how monitoring changes maintenance, and why policy can help but won't replace cost and performance. You might be shocked to learn that in some cases, utilities can delay streetlight repairs for months while the customer keeps paying. Delightful system design, if your goal is public frustration.This is a practical episode about climate tech that works in the real world: faster installs, fewer wires, lower emissions, better uptime, and infrastructure that earns its keep when conditions get ugly.

Power Trends: New York ISO Podcast
Podcast Ep. 44: Wind and Solar Are Rising; Udayan Nair on What It Means for the Grid

Power Trends: New York ISO Podcast

Play Episode Listen Later May 13, 2026 30:17 Transcription Available


Wind and solar resources are providing more clean, low-cost electricity to the grid than ever before, but the intermittent nature of renewable generation requires careful planning. In the latest episode of the Power Trends podcast, NYISO Director of Grid Transition Udayan Nair breaks down what the latest data reveals about wind and solar performance, and what it means for reliability in New York as electricity demand continues to grow.Notably, the electric grid has seen remarkable growth in behind-the-meter solar capacity in recent years, surpassing the solar goal in the state's Climate Leadership Community Protection Act (CLCPA).“We had a goal in CLCPA to reach 6000 megawatts by 2025,” Nair said. “We were at over 6,800 megawatts of capacity last year and it's grown by about 1,000 megawatts per year since 2020. That's a remarkable success in terms of the capacity that has been added to the grid.”Front-of-the-meter solar, which refers to grid-connected solar installments that participate in the NYISO's energy markets, has also seen increased capacity in recent years. While no new wind installments were added in 2025, existing units performed better than usual due to stronger wind patterns, Nair said. Nair discussed factors that contribute to renewable performance, including seasonal weather, demand patterns, and curtailments. He explained why solar and wind must be paired with transmission, storage, and flexible resources to keep the grid reliable, particularly during summer heat waves and winter cold snaps. The latest renewables data showcases the growing contribution of renewables in the current fuel mix and underscores the need for an all-of-the-above approach to development as New York's electric system continues to evolve. More resources: View the 2025 Renewables Report.Learn MoreFollow us on X/Twitter @NewYorkISO, LinkedIn @NYISO, Bluesky @nyiso.comRead our blogs and watch our videos

The Energy Gang
A new toll on global energy: Can Iran permanently control the Strait of Hormuz?

The Energy Gang

Play Episode Listen Later May 12, 2026 65:08


Ten weeks into the war with Iran, the Strait of Hormuz remains largely closed. The ceasefire is officially holding, but occasional attacks on ships and installations continue. A difficult question is coming into focus: what if the strait never fully reopens?Host Ed Crooks is joined by regular contributor Amy Myers Jaffe, Director of the Global Energy, Climate, and Sustainability Lab at NYU, alongside two guests. Edward (Eddie) Fishman is a Senior Fellow at the Council on Foreign Relations and author of Choke Points, a history of economic warfare. Christopher Aversano is Wood Mackenzie's Director of Maritime Partnerships, returning to give the view from the shipping industry.Chris reports that the number of ships passing through the Strait of Hormuz had risen from around 10 a day at the low point to roughly 25 a day, but then dropped off again as tensions escalated and the threat of renewed fighting rose. Even at their best, the number of transits has been just a fraction of the 150-170 a day that was normal before the war began at the end of February.Some ships are still making it through the strait. Some LNG carriers have “gone dark”, shutting off their transponders, later reappearing weeks later on the other side of the world. Ship owners are pragmatic, Chris says, and high commodity prices create a strong financial incentive for tankers to pass through the strait when they can. But questions of insurance, crew safety, and freedom of navigation through the strait remain unresolved.Eddie says the US decision on what to do next is like a choice between two doors . Door one would be a negotiated deal that leaves Iran as gatekeeper of the Strait of Hormuz. Door two would be full-scale military intervention, which seems politically impossible. With neither option palatable, the result is drift. His base case is that Iran retains permanent control. A toll of $2 million per ship passing through the strait could generate $30-100 billion a year for Tehran, potentially exceeding its oil export earnings. The drones needed to enforce the closure can cost as little as $20,000 each.Amy argues the full impact of closing the strait has not yet hit. Emergency releases of oil from reserves, shadow cargoes from sanction ed countries that were already on the water, and seasonal refinery maintenance have all cushioned the blow. The real test comes in the weeks ahead, as those buffers run out. Ed argues that if the strait stays closed for six more months, oil at $150-$200 a barrel may be needed to balance the market, with a global recession as the likely consequence.The conversation broadens into the geopolitics of the dollar. Eddie explains why the US currency remains the backbone of global trade, involved in 90 per cent of all foreign exchange transactions, and why that gives the US government powerful strategic leverage. Amy suggests that China may see US entanglement in the strait as strategically useful, draining American resources without it lifting a finger.The episode closes with a warning. Eddie argues the weaponisation of American economic power against allies as well as adversaries risks fragmenting the global trading system further, with potentially disastrous consequences. History shows that when states cannot secure resources through open exchange, they tend to be tempted into conquest.‘Chokepoints : American Power in the Age of Economic Warfare' by Edward Fishman, published by Penguin, is available from bookstores now. This episode is sponsored by Bechtel. Nuclear is back — and Bechtel is helping build what comes next.For more than 70 years, Bechtel has helped shape the nuclear industry, from work on the world's first commercial nuclear reactor to designing, constructing, and servicing more than 150 nuclear plants worldwide. Bechtel has helped bring more than 76,000 megawatts of nuclear power online globally. Today, Bechtel is helping deliver the next generation of nuclear energy — from large-scale plants to small modular and advanced reactors — using the company's decades of mega-project delivery experience to bring new nuclear online safely, reliably, and at scale.Learn more at bechtel.com/nuclear See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The BradCast w/ Brad Friedman
'BradCast' 5/5/2026 (The Corrupt Hypocrisy of the SCOTUS Majority; 'Project Deadlock' in Persian Gulf)

The BradCast w/ Brad Friedman

Play Episode Listen Later May 6, 2026 57:40


Skip the Queue
Climate Action in Attractions: What's Holding the Industry Back? - Vero Celis and Marie Rayner with Ruth Read

Skip the Queue

Play Episode Listen Later May 6, 2026 41:00


In this Skip the Queue podcast episode, our guest host Ruth Read, Director of blooloop and greenloop, is joined by Vero Celis, CEO and Founder of Valumia and Sustainability Advisor at Skutek Consulting, and Marie Rayner, Director of Project Development and Sustainability Lead at Storyland Studios, to discuss sustainability in the attractions industry, focusing on practical climate action, key risks, and how small, data-driven steps can create meaningful progress. Topics Discussed: what sustainability and climate action mean for attractions how to get started using existing data and simple steps integrating sustainability into storytelling and guest experience designing attractions with biodiversity and long term impact in mind attractions as spaces to test and showcase sustainable innovation risks of not acting including climate impacts and infrastructure challenges supply chain risks and ESG considerations growing guest expectations around sustainability practical operational improvements and quick wins barriers to progress including cost, alignment, and lack of clarity circular design and reducing waste across projects engaging and educating guests through visible sustainability efforts   Show references:    Guest Host:  Ruth Read, Director at blooloop, the go-to source for attractions news and its sustainability platform greenloop. https://blooloop.com/ https://www.linkedin.com/company/blooloop/about/ https://www.linkedin.com/in/ruthread/ Join the greenloop newsletter. https://mailchi.mp/blooloop.com/greenloops-reasons-to-be-cheerful   Veronica Celis Vergara, CEO and founder of Valumia and Sustainability Advisor at Skutek Consulting https://skutek-consulting.de/ https://www.valumia.com/ https://www.linkedin.com/in/veronica-celis-vergara/   Marie Rayner, Director of Project Development and Sustainability Lead at Storyland Studios https://www.storylandstudios.com/ https://www.linkedin.com/company/storyland-studios/about/ https://www.linkedin.com/in/marie-r-138b181b/   Skip the Queue is brought to you by Merac. We provide attractions with the tools and expertise to create world-class digital interactions. Very simply, we're here to rehumanise commerce. Your guest host is Ruth Read. If you like what you hear, you can subscribe on Apple Podcasts, Spotify, and all the usual channels by searching Skip the Queue or visit our website SkiptheQueue.fm. If you've enjoyed this podcast, please leave us a five star review, it really helps others find us. And remember to follow us on LinkedIn. Credits: Written by Emily Burrows (Plaster) Edited by Steve Folland Produced by Emily Burrows and Sami Entwistle (Plaster) Download The Visitor Attractions Website Survey Report - https://www.merac.co.uk/download-the-visitor-attractions-survey We have launched our brand-new playbook: ‘The Retail Ready Guide to Going Beyond the Gift Shop' — your go-to resource for building a successful e-commerce strategy that connects with your audience and drives sustainable growth. Download your FREE copy here

The Interchange
Beyond combustion: Long Island's first hydrogen-powered linear generator and the fuel-flexible answer to the dispatchable emissions-free resource problem

The Interchange

Play Episode Listen Later May 5, 2026 39:43


Utilities are under pressure to deliver generation that is dispatchable, affordable, and clean enough to satisfy increasingly stringent environmental rules, notoriously hard to do in one asset. As renewables grow, the gas turbines and engines that have historically filled the gap come with a NOx problem, a CO2 problem, or both. Hydrogen offers a path through, but the supply isn't there yet. So what do you build today?Host Bridget van Dorsten is joined by Shannon Miller, CEO of Mainspring Energy, and Will Hazelip of National Grid Ventures, to dig into a technology most listeners haven't heard of and the first commercial hydrogen-powered deployment of it. Mainspring's 250-kilowatt linear generator is being installed at National Grid's 1,500 MW North Port facility on Long Island, in partnership with NYSERDA, the Long Island Power Authority, and Stony Brook University.Shannon explains how Mainspring redesigned the generator using the power electronics that drive solar inverters, batteries and EVs, replacing mechanical systems with software, eliminating the flame, and operating at temperatures low enough to take NOx out of the equation. An adaptive pressure cycle, software-controlled in real time, runs the same hardware on hydrogen, compressed natural gas, biogas, propane or blends, with no hardware change. The 250 kW form factor matters too: efficiency holds across the full load range, fleet redundancy replaces single-asset reliability risk, and deployment is a concrete pad plus electrical and fuel hookups rather than a multi-year build.Will frames the project against the regulatory backdrop. Long Island sits in a non-attainment zone for NOx, and New York's path to a carbon-free grid requires what the state calls a dispatchable emissions-free resource. The unit will run for 12 months on green hydrogen and on compressed natural gas, with Stony Brook measuring emissions and efficiency, NYSERDA watching for regulatory design, and National Grid building operational experience for the rest of its ageing fleet.The economic case rests on the alternative. New-build hydrogen-capable gas turbines run $3,500–$4,000/kW on capex (per Wood Mackenzie), with delivered power costs reaching $300–$900/MWh once hydrogen is layered in. Shannon's point is that committing to a single-fuel turbine only pays off if the fuel actually arrives at the scale and price you assumed. With hydrogen supply uncertain, that's a stranded-asset risk linear generators avoid by running on whatever fuel is available today. Will adds the carbon-market angle saying that as carbon pricing develops, real-time fuel switching becomes an optimisation lever, not just a hedge.Then there's the supply reality. Total US hydrogen production today isn't enough to fuel a single 500 MW power plant, and with 45V tax credit requirements tightening and federal climate policy in flux, the gap between hydrogen ambition and supply isn't closing fast. Will's suggests starting with the fuels that exist today and scale into hydrogen as supply grows.The episode closes on demand. Mainspring's factory produces 325 MW a year today and can roughly double in 12–15 months, with pull from industrial customers, data centres and AI infrastructure, and utilities at once, driven by the same problem: nobody can get power fast enough.This episode is sponsored by GridBeyond. Energy asset owners face a critical challenge: how to optimize performance and drive new revenue in competitive, fast-moving markets. GridBeyond solves this through AI-powered forecasting, energy trading and optimization. GridBeyond's platform delivers: Precision forecasting to anticipate market opportunities Intelligent market access across multiple revenue streams Real-time control that responds instantly to market conditions Optimization that combines AI insights with expert oversight Whether you're managing batteries, gas peakers, hybrid sites, or complex multi-asset portfolios, GridBeyond helps you turn assets into high-performance revenue machines. The proven platform has helped businesses across the energy sector maximize returns and accelerate their energy transition. Want to learn more? Visit go.gridbeyond.com/recharged https://go.gridbeyond.com/recharged See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Invested In Climate
The Abundance Playbook for Renewable Energy with GoodPower, Ep #133

Invested In Climate

Play Episode Listen Later May 5, 2026 35:44


Most people assume the main barrier to clean energy in America is technology or cost. Neither is true anymore. The sun is cheap. The wind is free. The turbines work. What doesn't work is the system we've built around them. Between 70 and 90 percent of renewable energy projects started in the US never reach construction. The ones that survive face a gauntlet of federal reviews, local ordinances, interconnection queues stretching years, and organized opposition campaigns funded by interests that don't want to see the grid change. We're talking about over 2,000 gigawatts of clean energy projects sitting in line waiting to plug into the grid — enough to power the country many times over.Today's guest is doing something about this problem. GoodPower is a nonprofit organization using research, strategic communications, campaigns, and even technology to accelerate the transition to renewable energy around the world. In this conversation, I'm joined by Leah Qusba, GoodPower's CEO, who has been with the organization for almost 17 years. We spoke about GoodPower's history and evolution, its work in changing culture, building political power, accelerating an economy that works for all, and much more. Leah reflects a fast-growing school of thought — calling it the abundance mindset, after Derek Thompson and Ezra Klein's influential book — that sees future-forward infrastructure as the key to unlocking tremendous economic opportunity. It's a compelling, inspiring perspective that has spread quickly and is already driving real policy and investment. So buckle up and enjoy. On today's episode, we cover:01:31 – Clean energy bottlenecks & introduction of GoodPower03:15 – Welcoming Leah Qusba04:03 – Founding story of Good Power (formerly ACE)04:44 – From youth education to campaigns and power-building05:31 – Why rebrand from Action for Climate Emergency to GoodPower05:49 – Moving from alarm to hope and economic opportunity07:11 – Core problem: speeding up an inevitable energy transition08:19 – Shift from “protecting environment” to building clean energy09:22 – Strategic plan overview & Pillar 1: shifting culture at scale09:44 – Operating in culture & early bet on the creator economy11:05 – Lessons from supporting climate-focused creators13:06 – Surprising creators: rural and agricultural influencers15:10 – Laying cultural groundwork and de‑politicizing renewables17:35 – Pillar 2: building political power in the U.S.19:13 – Climate as a voting issue vs. economic priorities21:52 – Mobilizing climate‑first nonvoters & social norms of voting24:46 – Pillar 3: building a “good economy for all”27:58 – Under the hood: siting and permitting campaigns31:05 – Beyond core pillars: funding models and nonprofit evolution33:15 – How listeners can help locally & post‑election accountabilityResources MentionedGoodPowerGoodPower Strategic PlanEnvironmental Voter Project (We featured CEO Nathaniel Stinnett on Ep #94!)Connect with usLeah QusbaJason RissmanKeep up with Invested In ClimateSign up for our Invested in Climate NewsletterSubscribe for our Other Future NewsletterLinkedInInstagramIf you like what you hear, subscribe and rate to support the show! Have feedback or ideas for future episodes, events, or partnerships? Get in touch!

Zero Ambitions Podcast
The reluctant house builder: Greencore is building homes that challenge expectations of what a house can deliver, and the performance modelling in PHPP, with Ian Pritchett (Greencore Homes)

Zero Ambitions Podcast

Play Episode Listen Later May 5, 2026 90:40


We are joined by Ian Pritchett of Greencore Homes to talk about his science-based approach to green building and the work that has led him from developing green building materials becoming the co-founder of a vertically-integrated developer and house builder.There's a lot of history and legacy to cover because Ian has been in the green building game for decades and it's this that has informed the approach being taken right now.Greencore is also challenging the Passive House Institute about the accuracy of its PHPP (passive house planning package) modelling software because their homes outperform the model's predictions because of their use of phase-change materials.Be warned, this is nerd business—Jeff gets to interrogate the build up specification—but it doesn't get too technical to be able to follow the thread.Notes from the showThe Greencore Homes website Ian Pritchett on LinkedIn A PH+ article about Neil May**SOME SELF-PROMOTING CALLS TO ACTION**We don't actually earn anything from this podcast, and it's quite a lot of work, so we have to promote the day jobs.Follow us on the Zero Ambitions LinkedIn page (we still don't have a proper website)Jeff and Dan about Zero Ambitions Partners (the consultancy) for help with positioning and communications strategy, customer/user research and engagement strategy, carbon calculations and EPDs – we're up to all sortsSubscribe and advertise with Passive House Plus (UK edition here too)Check Lloyd Alter's Substack: Carbon UpfrontJoin ACANJoin the AECB Join the IGBCCheck out Her Retrofit Space, the renovation and retrofit platform for women**END OF SELF-PROMOTING CALLS TO ACTION**   

Energy News Beat Podcast
Iran Heating Up the Middle East

Energy News Beat Podcast

Play Episode Listen Later May 5, 2026 21:35


What a wild day on the News Desk. President Trump ordered the U.S. Navy to escort ships through the Strait of Hormuz, and Iran started lobbing drones and missiles around. Bagdad Bob showed up in Iran and claimed that they hit a US ship, but they did not.It will be interesting to see what the breaking point of the Gulf Nations is, and when they start attacking Iran's oil infrastructure. The drone strikes were on the pipeline that bypasses the Strait of Hormuz, and it was not damaged too badly. We are currently trying to obtain the assessments. 1. Middle East Geopolitical Tensions & Energy SecurityIran's drone strikes on UAE: A drone strike hit the Fahoya Oil Institute Zone in the UAE, originating from Iran, causing a fire with no injuries reportedStrategic implications: The strike occurred within drone distance of the Strait of Hormuz, a critical chokepoint for global oil suppliesU.S. military response: Project Freedom launched to escort tankers through the Strait; approximately 150 tankers are waiting to transit2. Global Oil & Energy MarketsSupply disruptions: ~9-8 billion barrels of oil are missing from the market, which theoretically should push oil prices to $140, but they're trading around $113-117Physical vs. paper prices: A critical mismatch exists between physical delivery prices ($147-200) and paper prices, which will eventually convergeTanker movements: Russian oil arriving in Japan; Iraqi/Iranian oil arriving in California3. Energy Geopolitics & Currency DynamicsUAE leaving OPEC: The UAE is pursuing currency swap agreements with the U.S., signaling a shift toward petrodollar trading relationshipsStrategic alliances: Japan's Prime Minister securing Russian energy supplies; Italy deepening ties with Azerbaijan for natural gasU.S. petrodollar dominance: Discussion of how the U.S. maintains control over major oil-producing nations through currency arrangements4. Renewable Energy & Infrastructure ChallengesOffshore wind project disputes: GE-Vernova challenging Vineyard Wind's claims, highlighting subsidy dependency and profitability concernsItaly's energy mix: 35% natural gas, 41% renewables (but unreliable at night due to storage limitations)Subsidy concerns: Without subsidies, renewable projects become unprofitable5. EV Market Correction & ManufacturingNissan's pivot: Abandoning EV production in favor of trucks and SUVs due to waning demandU.S. manufacturing resurgence: Manufacturing jobs returning to the U.S., particularly in MississippiConsumer preferences: Americans prefer traditional vehicles for long-distance driving6. Corporate Performance & Stock AnalysisCaterpillar's strong earnings: Q1 2026 sales up 22% to $17.4 billion; profits up 30%, driven by AI data center demandEnergy sector stocks: Analysis of Cheniere Energy, Valero, and ExxonMobil trading patternsMarket uncertainty: Sideways trading as investors assess geopolitical impacts7. California Energy Policy CritiqueRegulatory barriers: Governor Newsom's policies making it expensive to drill domestically, forcing California to import crude from Iraq/Iran and BrazilPermitting delays: Only 4 permits issued for 2,000 planned wells as of May 5thEnvironmental irony: Domestic restrictions leading to increased rainforest destruction in BrazilThis is a comprehensive energy news briefing covering geopolitical risks, market dynamics, policy impacts, and corporate performance in the energy sector.1.Fujairah confirms FOIZ fire after drone strike, and Gulf States may prepare a response2.U.S. Military Supports Launch of Project Freedom in Strait of Hormuz3.UAE Leaving OPEC and Talking with US about Currency Swap: What Does That Mean?4.Russian Oil Arrives in Japan Amid Supply Strains5.Italy Looks for Closer Ties with Azerbaijan in An Energy Push6.Italy Looks for Closer Ties with Azerbaijan in An Energy Push7.GE Vernova Challenges Vineyard Wind's Claims of Harm8.Reality Just Slammed into Nissan: They Ditch EVs and Redirect Focus to Trucks, SUVs in Mississippi9.CAT has positive earnings and a path for growthCheck out https://theenergynewsbeat.substack.com/p/levelised-cost-of-energy-models-areCheck out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

Solar Maverick Podcast
SMP 279: Using AI-enabled Tools to Accelerate Renewable Energy Development

Solar Maverick Podcast

Play Episode Listen Later May 4, 2026 58:40


In this special live episode of the Solar Maverick Podcast, host Benoy Thanjan moderates a panel discussion from the MSSIA(“Mid-Atlantic Solar and Storage Industries Association”) Solar and Storage Conference focused on one of the most important topics in renewable energy today: how AI is accelerating solar development, asset management, and O&M.  The panel explores how AI is both creating new energy challenges through data center-driven load growth and helping solve some of the industry's biggest bottlenecks, including permitting, local opposition, distributed energy resource coordination, asset management, O&M, and post-COD performance. Benoy is joined by Anuj Saigal from Spark AI, Anna Gusel from enSights.ai, and Joel Santisteban from EcoSuite. Together, they discuss where AI is actually delivering value today, where the hype still exists, and how renewable energy companies can use AI-enabled tools to move faster, reduce risk, and make better decisions.   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 MWs 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 MWs 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.   Guest Information Anuj Saigal, Spark AI Anuj Saigal is the co-founder of Spark AI, a permitting intelligence platform for energy infrastructure and data centers. Spark AI uses AI agents to read millions of documents across jurisdictions, including zoning ordinances, meeting minutes, agendas, and local news, to help developers understand permitting friction and local opposition risk.   Anuj was on episode 274 of the Solar Maverick Podcast. The episode was called “From Weeks to Seconds:  How AI is Transforming Solar Diligence with Spark AI and Standard Solar” https://podcasts.apple.com/us/podcast/solar-maverick-podcast/id1441876259?i=1000760451713   Anna Gusel, enSights.ai Anna Gusel is with enSights.ai, an AI-powered energy business management platform. In the discussion, Anna explains how enSights.ai helps asset owners and operators bring together telemetry, financial data, operational data, technician logs, contracts, warranties, and site information to improve visibility and decision-making across renewable energy portfolios.   Joel Santisteban, EcoSuite Joel Santisteban is with EcoSuite, an asset management and edge compute platform designed for distributed energy. EcoSuite works with developers, IPPs, and grid operators to deploy software and hardware solutions, including DER gateways and edge compute nodes, that help accelerate deployment and integration into the distribution grid. Joel was on episode 260 of the Solar Maverick Podcast. The episode was called “Ecosuite:  AI-Powered Management for Distributed Energy” https://podcasts.apple.com/us/podcast/solar-maverick-podcast/id1441876259?i=1000747120162   Stay Connected: Benoy Thanjan Email: info@reneuenergy.com  LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com Website: https://www.solarmaverickpodcast.com/   Anuj Saigal  LinkedIn: https://www.linkedin.com/in/anujsaigal/   Website: https://www.spark.ai   Anna Gusel LinkedIn: https://www.linkedin.com/in/annagusel/ Website: https://ensights.ai   Joel Santisteban LinkedIn: https://www.linkedin.com/in/joel-santisteban/ Website: https://ecosuite.io   Solar Maverick Podcast Updates In this episode, Benoy Thanjan shares key updates with the Solar Maverick community, including upcoming events, speaking engagements, and ways to stay connected. Benoy is hosting the Summer Solstice Fundraiser on June 4th in Jersey City at Hudson Hall, bringing together the clean energy community for an evening of networking and impact. The event supports Let's Share the Sun, a nonprofit delivering solar and energy storage solutions to underserved communities in Puerto Rico, including families with critical 24 hour energy needs. The event will run from 6 PM to 10 PM and includes food, networking, and a special program at 8 PM featuring insights from the Let's Share the Sun team, delegation participants, and event sponsors.  This will be Benoy's third delegation in the past year, and he highlights the importance of meeting beneficiaries firsthand and seeing how solar is transforming lives. Those interested in attending or sponsoring are encouraged to reach out directly or register here:  https://luma.com/jl734ggi On May 14, Benoy will be speaking at the ACORE Finance Forum 2026 in New York City on a panel focused on scaling behind the meter solar and storage for commercial and industrial and digital infrastructure. The discussion will explore the growing demand for energy driven by AI and data centers. https://acore.org/events/finance-forum/ Listeners can also visit www.solarmaverickpodcast.com to explore recent episodes and insights from leaders across the solar, storage, and energy industries.   Please provide 5 star reviews      If you enjoyed this episode, please rate, review and share the Solar Maverick Podcast so more people can learn how to accelerate the clean energy transition.    Reneu Energy Reneu Energy provides expert consulting across solar and storage project development, financing, energy strategy, and environmental commodities. Our team helps clients originate, structure, and execute opportunities in community solar, C&I, utility-scale, and renewable energy credit markets. Email us at info@reneuenergy.com to learn more.            

Business daily
Can solar cars become mainstream?

Business daily

Play Episode Listen Later May 4, 2026 6:39


The energy crisis caused by the Iran war has been a wake-up call and prompted governments to try to speed up a shift to electric cars. Could solar cars be next? Although they have been around for decades, solar-powered vehicles have largely remained experimental due to technical challenges. FRANCE 24's Yuka Royer speaks with Steve Fambro, co-CEO of Aptera Motors, a US startup that is preparing to start delivering its solar cars to customers as early as this year. 

NewsData’s Energy West
What's Behind the ‘Astounding' and ‘Bonkers' California Energy Prices?

NewsData’s Energy West

Play Episode Listen Later May 1, 2026 33:58


In this episode of People in Power, California Energy Markets Staff Writer Linda Dailey Paulson dives into Western energy prices, which due to a variety of factors have seen extreme volatility, including negative prices in the triple digits. Along with CEM Associate Editor Abigail Sawyer and CEM Managing Editor Jason Fordney, Linda takes a general look at real-time and 15-minute day-ahead power price trends, exploring topics such as what increased renewables mean, why batteries are not able to take up excess solar, and what's happening with demand.

Energy vs Climate
The Nuclear Option: A Canadian Reality Check with Jason Donev

Energy vs Climate

Play Episode Listen Later Apr 30, 2026 57:11 Transcription Available


Nuclear is having a global moment. But the story in Canada is a lot more complicated.David, Sara, and Ed sat down with Prof. Jason Donev of the University of Calgary for a full, unsparing look at where nuclear fits in a rapidly growing and electrifying Canadian grid.Jason is one of the clearest thinkers on energy systems in the country. He's also someone who started out opposed to nuclear and changed his mind. We set this episode up to tackle two questions. First, what is the case for new nuclear right now, given rising electricity demand from electrification, industry, and AI. And second, why Canada, despite decades of experience, has struggled to build new projects beyond Ontario and New Brunswick.A few things you'll hear about:Canada had a nuclear accident in 1952. Jimmy Carter helped clean it up.“Small” modular reactors can be up to 300 megawatts. A CANDU is closer to 700. “Small” is a relative term.Darlington's BWRX-300 is a closely watched test case for Western SMRs. Will costs fall with follow-on units, or will nuclear repeat its Achilles heel and get more expensive?It turned into a lively and wide-ranging conversation on costs, timelines, small modular reactors, and the deeper issue that keeps coming up with nuclear. The physics may be solved, but the politics and institutions are not.About Our Guest:Prof. Jason Donev is a tenured professor teaching Energy Science and Physics at the University of Calgary. He leads EnergyEducation.ca, the world's largest and most widely used energy resource for adults.  Timestamps:(00:00) Introduction(02:20) Jason's journey from nuclear skeptic to advocate(06:53) A brief history of nuclear in Canada(12:39) Canada's nuclear accident record — what really happened(17:56) The global nuclear resurgence: 40 countries, tripling by 2050(20:27) SMRs: hype vs. reality(22:58) Is nuclear being used to delay climate action?(30:09) Why Western nuclear costs are "a joke" — and what to do about it(31:57) Nuclear waste: real problem or political football?(36:06) Why nuclear needs BOTH big business AND big government(52:07) What should Canada actually do?

Climate 21
The Physics Problem Behind Decarbonising Flight

Climate 21

Play Episode Listen Later Apr 29, 2026 45:21 Transcription Available


Get in touch - leave me a messageJet fuel isn't just dirty. It is astonishingly good at its job. That is what makes aviation decarbonisation so hard.In this episode of Climate Confident, I'm joined by Dan Sutton, co-founder and CEO of Syntholene Energy, a climate tech company working on clean, drop-in synthetic aviation fuel, or eSAF. We talk about one of the thorniest challenges in the energy transition: how to cut emissions from aviation without pretending long-haul flight can simply be electrified into submission.You'll hear why synthetic fuel has struggled to scale, why hydrogen cost is often the defining economic bottleneck, and how Syntholene is betting that geothermal heat, solid oxide electrolysis, and captured carbon can shift the maths. We also dig into why cheap, baseload clean energy matters far more than glossy net zero pledges. Funny how physics remains stubbornly unimpressed by marketing decks.Dan also makes the case that fossil fuels carry a supply chain risk we still underprice: political volatility, fragile routes, and exposure to regions that can quickly turn energy security into an economic headache. We explore mandates, project finance, policy, the role of Iceland's geothermal resources, and whether synthetic aviation fuel can become cost-competitive without relying forever on subsidies.This is a practical, challenging conversation about climate tech, emissions reduction, aviation, infrastructure, and what it will really take to make clean fuels commercially credible.

The Energy Gang
Uber's electric bet on electric vehicles. What does the rise of EVs and autonomous vehicles mean for the future of mobility?

The Energy Gang

Play Episode Listen Later Apr 28, 2026 62:11


The past year has been challenging for electric vehicles. In the first quarter of 2026, US EV sales were about 27 per cent below their level in the first quarter of last year. But the ride-hailing industry still sees a future that is electric, autonomous, and shared, and is placing a multi-billion dollar bet on it. Ride-hailing services such as Uber could be one of the key sectors supporting the electrification of road transport in the years to come.In this episode, host Ed Crooks is joined by Amy Myers Jaffe, director of NYU's Energy, Climate Justice and Sustainability Lab, and two guests from Uber. Andrew Cornelia is the company's global head of electrification and sustainability, and Samarth Kedrawal is its global head of fleet and autonomous vehicles. Andrew and Samarth make the case for why the shift away from the internal combustion engine as the dominant technology for road transport is a question of when, not if. And the fuel price shock resulting from the conflict in the Middle East may be shortening the timeline.Uber's EV strategy is about more than just going green, Andrew says. In markets where the economics work, including London, Paris, and São Paulo, EV drivers are earning more and spending less, and riders are consistently rating the electric experience among the best of Uber's services. Charging remains the biggest barrier, partly because the infrastructure has been chronically underbuilt. Finding a free public charger can be a problem, especially for the drivers who need them most because they live in urban centres without access to home charging. It can also be expensive: public charging can account for up to 40% of the total cost of ownership of an EV.Uber is now signing agreements with charging network operators to underwrite new infrastructure in exchange for preferential pricing for its drivers. The company is also helping drivers spread the upfront cost of home charger installation, and reports that the switch is saving some drivers close to $8,000 a year.Autonomous vehicles (Avs) are even more capital-intensive. Samarth describes an AV operation that in power demand terms looks like a series of small data centres: sites drawing three to eight megawatts, using tightly sequenced charging algorithms to maximise utilisation.Like hyperscalers waiting on grid connections for their data centres, Uber is in some markets using gas to provide a temporary power supply, bridging the gap while it waits for the utility to wire it up. The utilities have been willing partners, Samarth says, but the demand for charging infrastructure is significant. The conversations are becoming more complex, as EV charging lines up alongside data centres to queue for connections to the same distribution networks.The conversation also opens up a longer-term question: could a large enough fleet of parked autonomous vehicles one day act as a virtual power plant, selling stored energy back to the grid during peak demand? The answer is yes, eventually. But the immediate priority is more basic: making sure there are enough chargers available so the cars can actually turn a profit today.The episode closes with a discussion of Chinese EVs and what trade barriers are really costing consumers. Andrew says that EV adoption among Uber drivers is moving fastest in markets where low-cost Chinese vehicles are available. Latin America, Brazil in particular, is the next major frontier. In the US, the lack of those low-cost EVs is a barrier to making the economics work for Uber drivers.Both guests believe the industry will be bigger, the cost per mile lower, and the share of electric miles far higher. The direction is not in doubt, they say. The question is how fast the infrastructure, the policy environment, and the economics can move to meet it.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Rethinking EHS: Global Goals. Local Delivery.
The Future of EHS: Growth, Risk & Global Trends

Rethinking EHS: Global Goals. Local Delivery.

Play Episode Listen Later Apr 28, 2026 21:54


In this bonus episode of Rethinking EHS, Angelique Dixon talks with Ross Griffiths, Managing Director of Environment Analyst, to unpack the key forces shaping the global environmental consulting and EHS (Environmental, Health & Safety) sector. The conversation dives into evolving ESG trends, where the focus is moving from intent to measurable business value, as well as the rising demand for energy solutions, digital transformation, and the accelerating growth of EHS services. With insights across regions the episode highlights how environmental and EHS challenges are now core business priorities. -------------  Time Stamps  00:00 - Intro 00:40 - What is Environment Analyst?  02:45 - 54% Industry Growth – Why It Matters  03:35 - From Climate Momentum to Uncertainty  05:10 - ESG Isn't Dead – It's Evolving  06:20 - Energy Costs Are Reshaping Everything  07:15 - Why ROI Matters More Than Ever  10:05 - EHS Is the Fastest Growing Segment  19:45 - This Is a Business Problem, Not Political -------------  Sponsor  Rethinking EHS is brought to you by the Inogen Alliance. Inogen Alliance is a global network of 70+ companies providing environment, health, safety and sustainability services working together to provide one point of contact to guide multinational organizations to meet their global commitments locally. Visit http://www.inogenalliance.com/podcast to learn more.  -------------  Links  https://www.Inogenalliance.com/resources  https://www.Inogenalliance.com/podcast  Angie on LinkedIn: https://www.linkedin.com/in/angeliquedickson Ross on LinkedIn: https://www.linkedin.com/in/rgrgriffiths/  Produced by https://www.madcontent.co.nz

City Cast Salt Lake
Food Waste Is Renewable Energy in SLC

City Cast Salt Lake

Play Episode Listen Later Apr 27, 2026 31:59


What do you actually know about composting? Host Ali Vallarta talks with Momentum Recycling's marketing specialist Hyrum Wendel about what Salt Lakers get wrong, and how to get started without the stink. Resources and references: How To Compost in Salt Lake City [City Cast Salt Lake] Get more from City Cast Salt Lake when you become a City Cast Salt Lake Neighbor. You'll enjoy perks like ad-free listening, invitations to members only events and more. Join now at membership.citycast.fm. Subscribe to our daily morning newsletter. You can also find us on Instagram @CityCastSLC. Text or leave us a voicemail with your name and neighborhood, and you might hear it on the show: ‪(801) 203-0137‬ Looking to advertise on City Cast Salt Lake? Check out our options for podcast and newsletter ads. If you enjoyed this interview with Eric Haymond, the SVP of Business Development for Taskrabbit, learn more here. Learn more about the sponsors of this episode: Red Butte Garden

Living Planet | Deutsche Welle
War-proofing Ukraine's power grid with solar

Living Planet | Deutsche Welle

Play Episode Listen Later Apr 24, 2026 31:57


When Russia targets Ukraine's energy system, it's not just turning off the lights — it's creating conditions for nuclear disaster. Each attack forces a rethink: more solar, more batteries, more distributed, harder-to-hit systems. For Ukrainians, this isn't about climate — it's about survival. What can the rest of the world learn from this?

What A Day
Donald Trump Boosts Renewable Energy (By Accident)

What A Day

Play Episode Listen Later Apr 22, 2026 21:30


Happy Earth Day! While we celebrate efforts to save the earth, the Trump administration appears to be doing everything in its power to destroy it. At the same time, the Iran war has driven gas prices through the roof, making sustainable energy sources more appealing than ever. Dharna Noor, climate reporter for The Guardian, joins the show to discuss how President Donald Trump's war of choice could push the US back toward renewables. And in headlines, Tucker Carlson apologizes for his role in bringing Trump to power, Secretary of Defense Pete Hegseth fights for…bodily autonomy, and Trump's choice to run the Federal Reserve has his confirmation hearing before the Senate Banking Committee.Show Notes: Call Congress – 202-224-3121 Subscribe to the What A Day Newsletter – https://tinyurl.com/y4y2e9jy What A Day – YouTube – https://www.youtube.com/@whatadaypodcast Follow us on Instagram – https://www.instagram.com/crookedmedia/ For a transcript of this episode, please visit crooked.com/whataday

The BradCast w/ Brad Friedman
'BradCast' 4/21/2026 (Insiders Making a Killing Betting on Trump's War; Guest: Craig Holman of Public Citizen)

The BradCast w/ Brad Friedman

Play Episode Listen Later Apr 22, 2026 57:59


Welcome to the Arena
John Melby, CEO, Xpansiv — Energy Registry: Operating the Global Infrastructure for the Renewable Energy Market

Welcome to the Arena

Play Episode Listen Later Apr 22, 2026 27:22


For all the recent negative news surrounding renewable energy in the US, the reality is that in 2025, around 80% of the new power generation that came online globally was renewable. But to encourage global players to participate in that market for renewables, you need a rigorous system of verification, and a stable modern marketplace. That's where today's company comes in.John Melby is the CEO of Xpansiv, the world's largest registry platform for renewable energy and carbon. John is an accomplished leader in energy and environmental markets, with over two decades of experience driving innovation in renewable carbon, natural gas, and power markets. John joins us for an in-depth discussion on the current state of power generation, and how Xpansiv's platform is facilitating the growth of renewables. Highlights:John's experience with energy markets (2:24)The opportunity for Xpansiv (3:44)Xpansiv's slate of services (5:05)Shifting energy consumption (6:22)Importance of registry infrastructure (9:05)Xpansiv's power business (11:39)Partnership with Constellation (13:56)Asia's role in the energy transition (15:25)Xpansiv's acquisition strategy (18:06)The evolving role of AI (20:48)Outlook for Renewables in the US (22:45)What's success for Xpansiv? (28:06)Links:John Melby LinkedInXpansiv LinkedInXpansiv WebsiteICR LinkedInICR TwitterICR WebsiteFeedback:If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, joe@lowerstreet.co

StarTalk Radio
Cosmic Queries – Total Darkness

StarTalk Radio

Play Episode Listen Later Apr 21, 2026 53:43


Are all the galaxies orbiting a superstructure in the middle of the universe? Neil deGrasse Tyson and comic co-host Chuck Nice are reaching into the grab bag to cover questions from absolute zero to the nature of gravity, and much much more.  NOTE: StarTalk+ Patrons can listen to this entire episode commercial-free here:  https://startalkmedia.com/show/cosmic-queries-total-darkness/ Thanks to our Patrons RY, The Kilted Bard, Istvan Leel-Össy, Matthew, lrs.2010, Devin Caldwell, Shaneeb Kamran, Leondre Dow, Cool, Greenhornet658ky, Nikola Lacković, Steve Shirley, Lani Lum, Paulis, John Bower, Purp, Josh S, Craig Booth, wrae, Richard Francisco, Mike, Subhransu Mishra, Jaden R Peters, Andreas, Raimund Stock jr, Brian Banks, robert margerum, Amiri Mouhab, Alan Moylan, Marianne sperry, William Benjamin Broes, Paul Sanchez, Mark Evans, Fiona Rawls, Nick L, Shaun H, Marcin Majdanski, Justin Satterwhite, Rolando Cosme, Darkphoenix, Praxis, Vexonar, User Profile Name, twon, V-Thrax, Oymilius The Great, DFH, Senad Bajramovic, Joe Kava, Lucas Harlan, Ty Jayne Breathe, Malcom, Muttey, Ana i Vinko, Lewis Alley, Layee Chau, Zachary Lang, Dave, Sweet T, Rich Wolf, c l, MyCatSaysHi!, Apoorv Lathey, Sondre Hellingsrud, Robert Steenberge, naveen v, Dennis L. Friedman, Dr Mark, Karsten Schäfer, Tim Thomas, Joe Messer, andrew nathan, Darayat Chowdhury, Dan Gillespie, NK, Anthony Sclafani, Nicholas Flores, Murphstein, justin thomas, Valerie, Alexis, Lior Gross, Melissa Harrison, Elizabeth Engelhardt, T, Makayla, 9000 H.A.L.s, Brian Maurer, Shahar Avenstein, Robert, O P, RDH, Paul Hill, Annie Saenz, Mike Mohler, Peter Petrov, Kyle, Isaac Hach, W Pops, Brittney Jacobs, and BRambo for supporting us this week. 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.

The Interchange
The electrolyzer reckoning: Can disciplined product development deliver on green hydrogen's promise before the survivors run out of runway?

The Interchange

Play Episode Listen Later Apr 21, 2026 60:04


Empty gigawatt factories, product recalls, participation rates that never materialised, and a policy environment that has now stripped the green premium entirely. The electrolyzer industry has had a brutal few years and most of the companies that raised hundreds of millions on the back of the hydrogen hype cycle are now sitting with fixed costs they cannot sustain and field deployments they are not proud of. Host Bridget van Dorsten speaks with Raveel Afzaal, CEO of Next Hydrogen, one of the few electrolyzer manufacturers that chose to watch from the sidelines while competitors scaled into the storm. Raveel describes the decision in blunt terms: in 2021, when cost of capital went to near zero and capital discipline evaporated, Next Hydrogen looked at the macro signals; rising inflation, rising interest rates, a market telling them their Hyundai partnership was worth a 5% share price drop, and chose to extend their runway from 18 months to five years. That meant hard capital allocation decisions, and the answer was to invest in the product, not the factory. The conversation goes deep into a problem that rarely gets discussed publicly: the commercialisation valley of death. Getting to a working prototype is celebrated, but the productisation phase, technology readiness levels five through seven, is where the funding gap is most severe and the cost shock is greatest. Costs typically rise three to five times from prototype stage, revenues do not yet exist, and neither government programmes nor conventional investors are structured to bridge it. Raveel explains why so many companies that made it to prototype stage never made it to commercial deployment and what surviving that valley actually required. Raveel also pushes back on a common framing around Chinese versus Western electrolyzers. His argument is that the quality question is not a national origin question , it is a materials question. What membranes, what bipolar plates, what catalyst, what functional safety architecture? Next Hydrogen's own answer to those questions is unusual: replacing nickel bipolar plates with large injection-moulded specialty engineered plastics, eliminating corrosion risk entirely and reducing cost through higher material utilisation rather than lower-grade materials. The company holds 40 patents on a cell architecture designed from the outset for direct connection to variable renewables, a design decision made in 2008, when the rest of the industry was still building for baseload. The episode closes on what the next two to three years look like for electrolyzer manufacturers. Raveel's view is that consolidation is coming, but many companies won't survive long enough to be part of it, their fixed costs are too high and their runway too short. The companies that survive will be those with variable cost models, disciplined project selection, and a genuine answer to three questions: Can you access excess electrons? Can you deliver containerised, plug-and-play solutions that control total installed cost? Can you reliably handle the intermittent operations that direct renewable connection demands? Next Hydrogen is betting the answer starts with getting the cell design right first. Today's episode is sponsored by GridBeyond. Energy asset owners face a critical challenge: how to optimize performance and drive new revenue in competitive, fast-moving markets. GridBeyond solves this through AI-powered forecasting, energy trading and optimization. GridBeyond's platform delivers: Precision forecasting to anticipate market opportunities Intelligent market access across multiple revenue streams Real-time control that responds instantly to market conditions Optimization that combines AI insights with expert oversight Whether you're managing batteries, gas peakers, hybrid sites, or complex multi-asset portfolios, GridBeyond helps you turn assets into high-performance revenue machines. The proven platform has helped businesses across the energy sector maximize returns and accelerate their energy transition. Want to learn more? Visit go.gridbeyond.com/recharged https://go.gridbeyond.com/recharged See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Energy Gang
Inside the largest power market in the US: How PJM is navigating the collision of data centres, decarbonization, and affordability.

The Energy Gang

Play Episode Listen Later Apr 14, 2026 70:47


When the workings of an electricity market come to the attention of the White House, it's usually a sign that something's wrong. Back in January, 13 state governors went to the White House to agree plans for PJM, the largest electricity market in the US. The market is scrambling to find more energy supply to keep up with the boom in data centers, while holding down ratepayers' bills. Managing the PJM grid is one of the toughest jobs in the US power industry. And these days it is being carried out in the full glare of political and public scrutiny.If you want to understand the pressures bearing down on the US electricity, PJM is the place to look. It is the largest grid in the country, serving 67 million people across 13 states and the District of Columbia. And it is some of the world's most intense hotspots for new data center development, including the famous “data center alley” of northern Virginia, which takes roughly 90% of the country's internet traffic . When things get complicated for PJM, they get complicated for everyone.On this episode, host Ed Crooks is joined by Asim Haque, Senior Vice President for Governmental and Member Services at PJM, and by regular guest Amy Myers Jaffe, Director of the Energy, Climate Justice and Sustainability Lab at New York University. Together, they unpack how PJM got itself noticed by the White House, and how its problems can be tackled.Asim explains the organization he works for. PJM is a nonprofit that operates the grid, runs the electricity market, and plans the transmission system. It is regulated by FERC, but also accountable to a thousand-plus members across 13 states, each with its own energy policies, its own governor, and its own politics. That structural complexity is central to why running PJM is so challenging.Those problems converged from two directions: decarbonization and data centers. The result has been soaring prices in the PJM capacity market. And when those prices were capped, the alarms about a future reliability crisis started flashing red.The White House responded by convening all 13 governors of the states covered by PJM, and produced a statement of principles for bringing new generation capacity into the market. As Asim explains, these principles lie behind the plan for a backstop reliability procurement, designed as a one-time mechanism to bring new electricity supply onto the system quickly.There is also an expectation that data centres will bring their own generation; and a "connect and manage" framework for those that don't. The key feature of that: data centers can have their supply curtailed before residential customers lose power. The White House and the governors agreed that the bill for grid and generation improvements to meet rising demand should be paid by the data centers. It sounds straightforward, but is it really? Asim explains his perspective.The episode also examines the deeper design questions about PJM's capacity market: whether a three-year forward procurement window can send the right signals for the long-term investment the grid now needs. Amy brings the consumer and policy lens throughout. Are the complexities of cost allocation and market design inherent to the electricity system, or are they manufactured and even sometimes exaggerated? And can they sometimes militate against lower-cost solutions such as renewables and batteries?Asim ends by offering some advice for other grid operators. If you are not going to gate demand, you need a connect-and-manage approach; if you are not going to gate demand, it will get expensive; and if it is going to get expensive, you need to decide who pays. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

PBS NewsHour - Full Show
Will more Americans embrace renewable energy after the latest oil price surge?

PBS NewsHour - Full Show

Play Episode Listen Later Apr 10, 2026 24:38


As the impact from the war in Iran grinds on, Americans are feeling it at the gas station. Evangelists for clean energy say the oil shock is an opportunity to embrace the transition to renewable power like wind and solar. With energy prices on the rise, Horizons moderator William Brangham explores if Americans are open to a new way of powering our world with Bill McKibben and Jigar Shah. PBS News is supported by - https://www.pbs.org/newshour/about/funders. Hosted on Acast. See acast.com/privacy