Podcasts about renewables

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​We discussed a few things including: 1. Tom's entrepreneurial journey 2. The 25 year TerraCycle growth story 3. Lessons Learned 4. Future vision for the company 5. Outlook for the recyclables industry Tom Szaky is founder and CEO of TerraCycle, an international leader in recycling, recycled content, and reuse. TerraCycle operates in 18 countries, working with some of the world's largest brands, retailers, and other stakeholders to create national platforms to recycle products and packaging that otherwise go to landfill or incineration. Szaky and TerraCycle also created Loop, the circular reuse platform that enables consumers to purchase products in reusable packaging. Tom and TerraCycle have received hundreds of awards and recognition from organizations including the United Nations, World Economic Forum, Fortune Magazine and U.S. Chamber of Commerce.  Tom is the author of four books, Revolution in a Bottle, Outsmart Waste, Make Garbage Great and The Future of Packaging. #podcast #AFewThingsPodcast

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Many people picture a power purchase agreement as a 15-year mega-deal between a tech giant and a solar farm. In reality, 99% of UK PPAs look nothing like that. Power purchase agreements now sit behind a growing chunk of how the UK's electricity supply is sourced, and getting the price wrong could mean getting locked in well above the market rate for years.Ed sits down with Rob Ogden, Founder and CEO of Renewable Exchange - one of the UK's largest PPA marketplaces - to unpack how PPAs are actually priced, why REGO certificate prices have swung from over £20 to just a few pence, and what happens to Europe's ageing wind fleet as 20-year subsidies run out and thousands of turbines are pushed onto the merchant market.They cover:Why the "blue-chip" corporate PPA is the exception in a UK market dominated by short-term utility contracts, and how subsidy schemes from NFFO to CfD shaped that split.How negative and volatile power prices are forcing generators and off-takers to rethink how PPAs are priced and structured.The lessons from Covid and the Ukraine energy crisis on why locking into a 15-year PPA carries real pricing risk.Why matching thousands of small renewable generators with energy suppliers is such a hard problem to solve, and what it takes to build pricing infrastructure that can handle PPA demand spiking overnight.Why REGO prices have swung from over £20 to just a few pence, and the case for moving to 24/7 REGO matching.Want to see what future power prices look like right now? Head to Modo Energy and ask Ko, Modo Energy's AI analyst — sign-up's free and takes seconds.Chapters00:00 Introduction: Is Your "100% Green" Tariff Really Green?01:15 What People Get Wrong About Power Purchase Agreements03:45 UK Power Purchase Agreement Market Structure04:57 UK Renewable Subsidy History: NFFO, RO, FiT and CfD07:16 PPA Regret: Negative Pricing and Value Erosion09:49 Long-Term PPA Risk Through Covid and the Ukraine Crisis14:32 Hybrid PPA and Flexibility Contract Structures17:46 Renewable Exchange Origin Story: The Aberdeenshire Wind Farmers19:53 Platform Scaling Pains: Rebuilding Three Times22:41 Renewable Exchange's Impact on Consumer Energy Costs24:30 Co-Located Solar and Battery Revenue Streams26:58 REGO Explained: Renewable Energy Guarantee of Origin32:16 The Case for 24/7 REGO Matching36:27 Expanding to Germany: Legacy Wind Assets and Repowering41:13 Contrarian Take: Ending Renewable Energy Subsidies

Many people picture a power purchase agreement as a 15-year mega-deal between a tech giant and a solar farm. In reality, 99% of UK PPAs look nothing like that. Power purchase agreements now sit behind a growing chunk of how the UK's electricity supply is sourced, and getting the price wrong could mean getting locked in well above the market rate for years.Ed sits down with Rob Ogden, Founder and CEO of Renewable Exchange - one of the UK's largest PPA marketplaces - to unpack how PPAs are actually priced, why REGO certificate prices have swung from over £20 to just a few pence, and what happens to Europe's ageing wind fleet as 20-year subsidies run out and thousands of turbines are pushed onto the merchant market.They cover:Why the "blue-chip" corporate PPA is the exception in a UK market dominated by short-term utility contracts, and how subsidy schemes from NFFO to CfD shaped that split.How negative and volatile power prices are forcing generators and off-takers to rethink how PPAs are priced and structured.The lessons from Covid and the Ukraine energy crisis on why locking into a 15-year PPA carries real pricing risk.Why matching thousands of small renewable generators with energy suppliers is such a hard problem to solve, and what it takes to build pricing infrastructure that can handle PPA demand spiking overnight.Why REGO prices have swung from over £20 to just a few pence, and the case for moving to 24/7 REGO matching.Want to see what future power prices look like right now? Head to Modo Energy and ask Ko, Modo Energy's AI analyst — sign-up's free and takes seconds.Transcript available here.Chapters00:00 Introduction: Is Your "100% Green" Tariff Really Green?01:15 What People Get Wrong About Power Purchase Agreements03:45 UK Power Purchase Agreement Market Structure04:57 UK Renewable Subsidy History: NFFO, RO, FiT and CfD07:16 PPA Regret: Negative Pricing and Value Erosion09:49 Long-Term PPA Risk Through Covid and the Ukraine Crisis14:32 Hybrid PPA and Flexibility Contract Structures17:46 Renewable Exchange Origin Story: The Aberdeenshire Wind Farmers19:53 Platform Scaling Pains: Rebuilding Three Times22:41 Renewable Exchange's Impact on Consumer Energy Costs24:30 Co-Located Solar and Battery Revenue Streams26:58 REGO Explained: Renewable Energy Guarantee of Origin32:16 The Case for 24/7 REGO Matching36:27 Expanding to Germany: Legacy Wind Assets and Repowering41:13 Contrarian Take: Ending Renewable Energy Subsidies

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Gerard and Laurent first welcomed David Scaysbrook to the podcast in Episode 66, back in January 2022, for a conversation about the future of 24/7 power. Four years later, it felt like the right moment to reconnect and take stock of how profoundly the market has evolved.  Since then, Quinbrook Infrastructure Partners has continued to establish itself as one of the leading specialist investors in the energy transition, orchestrating and deploying billions of dollars of capital through project finance structures and platform companies.   As of today, the firm has participated in more than $27 billion of transactions, developed or acquired over 240 projects, and built a portfolio exceeding 40 GW across the United States, the United Kingdom, and Australia.  Our discussion traces Quinbrook's own transformation alongside that of the broader energy landscape. We revisit the firm's strategic exit from wind generation, marked by the sale of its Scout platform to Brookfield in 2023 for more than $1 billion, and explore how its focus has shifted toward utility-scale solar and long-duration energy storage across the United States and Australia.  More fundamentally, David explains how Quinbrook has moved beyond the era of single-technology investment funds. Instead of financing isolated generation assets, the firm now builds integrated, multi-technology platforms designed to solve specific customer problems. The objective is no longer simply to inject generic electrons into the grid, but to work backwards from the needs of large electricity consumers—particularly hyperscale datacenter operators—and develop bespoke energy solutions around them.  This philosophy is illustrated by Rowan, Quinbrook's datacenter development platform, which attracted a $1 billion co-investment from Blackstone. As hyperscalers race to deploy new computing capacity, speed has become the defining constraint. Waiting for the grid is no longer an option, making "bring your own power" an increasingly compelling proposition.  The conversation also explores how advances in software and long-duration energy storage are improving behind-the-meter performance, allowing energy infrastructure to become more resilient, flexible, and economically attractive.  Ultimately, David argues that we are witnessing a profound shift in thinking. In a world increasingly captivated by virtual technologies and digital intelligence, the greatest opportunities may lie in investing in the physical infrastructure that makes them all possible.“Let's get Physical”  

Podcast: Exploited: The Cyber Truth Episode: When the Grid Gets Hit: Inside OT Incident Response in Energy & RenewablesPub date: 2026-07-10Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationIn this episode of Exploited: The Cyber Truth, host Paul Ducklin is joined by RunSafe Security CEO Joe Saunders and special guest Derrick Bethea, NERC Compliance Manager and OT Cybersecurity Leader at Cypress Creek Energy, for an inside look at how utilities and renewable energy operators prepare for, respond to, and recover from cyber incidents. Drawing on years of experience securing operational technology (OT) environments, Derrick explains why incident response plans must be tested—not just documented—and how organizations navigate the complex intersection of cybersecurity, regulatory compliance, and operational resilience. Joe explores how AI is changing both cyber defense and attacker capabilities, why legacy infrastructure presents unique security challenges, and how security-by-design and security-by-demand must work together to strengthen the energy sector. Together, Joe and Derrick discuss: Why OT incident response differs from traditional IT securityThe realities of NERC CIP compliance and regulatory reportingHow AI is accelerating vulnerability discovery across critical infrastructureWhy security must be part of procurement and engineering decisionsThe importance of testing incident response plans before an emergency occursHow utilities can balance innovation with operational resilience Whether you secure power generation, renewable energy assets, industrial control systems, or other critical infrastructure, this episode offers practical lessons for strengthening cyber resilience before the next incident occurs.The podcast and artwork embedded on this page are from RunSafe Security, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

In this Global Roaming limited series, Hamish Macdonald and Geraldine Doogue are inviting big thinkers from different fields to consider how Australia can not just survive - but thrive - in a more challenging world. In this episode, Australia's former Chief Scientist Dr Alan Finkel shares his thoughts on how Australia can feasibly get to net zero, and harness our potential as a clean energy superpower. Plus, he has a radical new idea to safeguard art against AI...Alan's recommendations:The Prince and the Pauper by Mark TwainSeascraper by Benjamin WoodProve It: A Scientific Guide for the Post-Truth Era by Elizabeth Finkel Get in touch:We'd love to hear from you! Email us at global.roaming@abc.net.auFind all the episodes of Global Roaming now via the ABC Listen App or wherever you get your podcasts. This episode was first broadcast on Friday 2 January 2026

Skip Bowman is an organisational psychologist who started interviewing energy leaders for a book on green leadership — and kept running into one question he couldn't answer: why does energy get more expensive when renewables are the cheapest ever created? Three years later, the answer became a book called "In the Dark." His conclusion: you will never get cheap power unless you take it. In this conversation: sky farming as the only job in a jobless economy, why there is no electricity generator trying to reduce your costs, the $21 billion in citizen capital Australia deployed without noticing, and why solar opens the account, the battery leverages the potential, and the EV sends the check.  15 to 20% return on investment. If you don't take it, somebody else will. Connect with Sohail Hasnie: Facebook @sohailhasnie X (Twitter) @shasnie LinkedIn @shasnie ADB Blog Sohail Hasnie YouTube @energypreneurs

Europe is developing green energy at lighting speed.  But as solar and wind generation reaches record levels, new challenges are emerging across the electricity system. Negative prices, grid congestion, curtailment and falling capture prices are raising a fundamental question: has renewable deployment reached its limits, or is the rest of the energy system failing to keep pace?In this episode of the Plugged In Summer Series, we explore whether Europe's next challenge is no longer building renewable generation, but integrating it.Host Snjólfur Richard Sverrisson, Editor-in-Chief of Montel News, is joined by Dr Lion Hirth, one of Europe's leading energy market economists and Professor of Energy Policy at the Hertie School; Luca Pedretti, Chief Product Officer & Co-Founder of Pexapark; and Professor Jan Rosenow, one of Europe's foremost experts on energy efficiency and electrification, and Professor of Energy and Climate Policy at the University of Oxford.Together they examine whether current market structures, grids and policy frameworks are fit for a predominantly green energy system,, how investors are responding to growing merchant risk, and why flexibility, storage and electrification could determine whether Europe's energy transition continues to accelerate…or begins to slow down.Host:Snjólfur Richard Sverrisson, Editor-in-Chief, Montel NewsGuests:Dr Lion Hirth, Professor of Energy Policy, Hertie SchoolLuca Pedretti, Chief Product Officer & Co-Founder, PexaparkJan Rosenow, Energy Programme Leader and Professor of Energy and Climate Policy, University of OxfordProducer: Alexandra Carlon Editor: Alexandra Carlon

Renewables produced zero megawatts for four straight days during a recent winter storm while coal, gas and nuclear carried the full grid load. Southwestern Pennsylvania has the second-largest natural gas deposits in North America, barely tapped. And Boilermakers Local 154 Business Agent Shawn Steffee believes his region can lead the national energy and data center build-out — with a workforce ready to do it. On today's trades day episode of America's Work Force Union Podcast, Steffee discusses the Homer City campus, where he believes a 4,200-megawatt natural gas power block is under active construction alongside hyperscale data center plans he projects could generate 3,500 building trades jobs on that site alone. He addresses community concerns about water and electricity prices, makes the case that natural gas is the only near-term solution to the grid reliability crisis and describes a Local that went five years without taking a single apprentice and is now on pace for 175 new ones — with more needed still. Visit boilermakerslocal154.com to learn more.

The future of energy was on display in Munich last week — and this isn't hyperbole! While some still question how an industrialised nation like Germany can be powered by renewable energy 24 hours a day, 7 days a week, 365 days a year, The smarter E Europe 2026 offered some compelling insights. Through a major new study, an interactive exhibition, and the countless innovations showcased across the event, a pathway to a fully renewable energy system was laid out in remarkable detail. In this special on-site edition of the podcast, we capture the energy of the event itself, explore the technologies on display, and discuss some of the industry's most important developments. One theme stood out was the emergence of truly 24/7 renewable energy systems. Author, engineer, and consultant Tim Meyer joins the podcast to guide us through the special 24/7 Renewables exhibition at this year's event. He explains why electric mobility and vehicle-to-grid technology is a game changer for a solar-and-wind lead energy system. Meyer also argues that the transition to clean energy presents major opportunities for industry, particularly through access to low-cost electricity during periods of abundant wind and solar generation. The smarter E founder and CEO Markus Elsässer also joins the podcast at both the opening and closing of this year's event. He reflects on the number of visitors this year, the key conversations taking place across the show floor, and the challenges currently facing the renewable energy sector. Other guests in this special edition of the podcast include: Charlotte Senkpiel, Fraunhofer ISE Sitaram Chodimella, SIEMENS Stefan Feilmeier, FENECON Sören Vahland, GE Vernova ✉️ Questions or feedback? Write us at podcast@thesmartere.com

Welcome to another installment of the ChinaTalk radio show! Today, we're diving into Taiwan's war on green energy. Shenanigans abound in this episode, including: The lights-out scenario — Taiwan only holds 11 days of LNG reserves, and 97% of the island's energy is imported, but the ruling party phased out nuclear and botched the renewable rollout anyway. The offshore wind graveyard — how made-in-Taiwan components drove developers to abandon the world's best offshore wind sites, The Taipower unbundling reversal — and the Kafkaesque system that keeps electricity prices dirt cheap despite the Iran war. “Green energy cockroaches” — why corruption is Taiwan's dirtiest secret, and how the Taiwanese public came to associate renewables with scandal, The nuclear U-turn — How President Lai Ching-te walked back forty years of "Non-Nuclear Homeland" orthodoxy to restart Taiwan's nuclear reactors. A transcript of this show with embedded source links is available on the ChinaTalk substack. This episode was produced by Lily Ottinger and Aqib Zakaria. Special thanks to "Jason Feng," Angelica Oung, Ricky Huang, Tsaiying Lu (DSET), and Yu-Hsuan Yeh (formerly of CSIS and DSET) for their time and expertise. Everyone's views are their own and don't represent any organization. If you want to learn more, check out Angelica's ongoing work on her two Substacks, Taipology and Elemental Energy. You can also check out Ricky's two podcasts, where he hosts cross-partisan debates about energy policy and more. "Jason's" voice was anonymized with ElevenLabs' text-to-speech tools. Finally, we know Angelica is a controversial figure, but we decided to interview her because, on energy policy specifically, her views are shared by a not-insubstantial portion of the Taiwanese public. [See: this poll which reported that 59% of the Taiwanese public didn't feel confident that Lai's administration could protect Taiwan from power outages, and this poll from June 2025 that shows a near-even split in public opinion for and against the non-nuclear homeland policy.]  Outro song lyrics: 「燈火 Taiwan」 (Lights of Taiwan) [Verse 1] The AC stopped humming on August day eight Aunties in the market, no fan on their face Eleven days of gas, forty-two of coal Then the island goes dark, and the story gets old O-lóng-mn̂g, o-lóng-mn̂g (黑黑暗暗, pitch black) We knew this would come, but we looked away [Pre-Chorus] Forty years they said hūi-hi̍k (非核, non-nuclear) Forty years of dreaming we could wish it all away But the strait is a wind tunnel, and the sun still shines While we burned the future for cheaper times [Chorus] Góa ê kò͘-hiong, lí kám ū thêng-thāu? (我的故鄉, 你敢有聽著? — My homeland, can you hear?) The Franken-reactor sleeps beneath the hill Crystal Yang drank the water, but the people got ill Góa ê kò͘-hiong, lí ài kiàⁿ-khí-lâi (我的故鄉, 你愛起來 — My homeland, you must rise) Not nuclear OR green — we need both to survive [Verse 2] Round 3.1, Round 3.2, localization chains RWE went home, EnBW felt the pain Yunlin's turbines turning, three times the cost While the lūi-chhù (綠能蟑螂, green cockroaches) ate what we lost Behind the meter, batteries wait Zero price auction — we sealed our own fate [Pre-Chorus] Taipower's black box, CPI's lie TSMC pays more so the auntie don't cry But the data centers can't grow, AI waits at the door While we argue if nuclear is sin or chó͘ (善或惡, good or evil) [Chorus] Góa ê kò͘-hiong, lí kám ū thêng-thāu? The Franken-reactor sleeps beneath the hill Crystal Yang drank the water, but the people got ill Góa ê kò͘-hiong, lí ài kiàⁿ-khí-lâi Not nuclear OR green — we need both to survive [Bridge] (Spoken, over soft piano) March 22nd, 2026 Lai Ching-te said the words nobody wanted to hear Kò͘-hiong needs power Not slogans, not pride, not forty years of fear [Final Chorus] Góa ê kò͘-hiong, lí kám ū thêng-thāu? The blockade is coming, the Hormuz is closed Spot market gas at 140% — who knows? Góa ê kò͘-hiong, lí ài kiàⁿ-khí-lâi Distributed and hardened, let the sun and wind rise With nuclear beside them — open both your eyes [Outro] O-lóng-mn̂g, mài koh o-lóng-mn̂g (黑黑暗暗, 莫閣黑黑暗暗 — Darkness, don't be dark again) Kiàⁿ-khí-lâi, Tâi-oân (起來, 台灣 — Rise up, Taiwan) Kiàⁿ-khí-lâi... ChinaTalk is an audience-supported publication. If you'd like to help us produce more content like this, please consider a paid subscription on Substack. Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to another installment of the ChinaTalk radio show! Today, we're diving into Taiwan's war on green energy. Shenanigans abound in this episode, including: The lights-out scenario — Taiwan only holds 11 days of LNG reserves, and 97% of the island's energy is imported, but the ruling party phased out nuclear and botched the renewable rollout anyway. The offshore wind graveyard — how made-in-Taiwan components drove developers to abandon the world's best offshore wind sites, The Taipower unbundling reversal — and the Kafkaesque system that keeps electricity prices dirt cheap despite the Iran war. “Green energy cockroaches” — why corruption is Taiwan's dirtiest secret, and how the Taiwanese public came to associate renewables with scandal, The nuclear U-turn — How President Lai Ching-te walked back forty years of "Non-Nuclear Homeland" orthodoxy to restart Taiwan's nuclear reactors. A transcript of this show with embedded source links is available on the ChinaTalk substack. This episode was produced by Lily Ottinger and Aqib Zakaria. Special thanks to "Jason Feng," Angelica Oung, Ricky Huang, Tsaiying Lu (DSET), and Yu-Hsuan Yeh (formerly of CSIS and DSET) for their time and expertise. Everyone's views are their own and don't represent any organization. If you want to learn more, check out Angelica's ongoing work on her two Substacks, Taipology and Elemental Energy. You can also check out Ricky's two podcasts, where he hosts cross-partisan debates about energy policy and more. "Jason's" voice was anonymized with ElevenLabs' text-to-speech tools. Finally, we know Angelica is a controversial figure, but we decided to interview her because, on energy policy specifically, her views are shared by a not-insubstantial portion of the Taiwanese public. [See: this poll which reported that 59% of the Taiwanese public didn't feel confident that Lai's administration could protect Taiwan from power outages, and this poll from June 2025 that shows a near-even split in public opinion for and against the non-nuclear homeland policy.]  Outro song lyrics: 「燈火 Taiwan」 (Lights of Taiwan) [Verse 1] The AC stopped humming on August day eight Aunties in the market, no fan on their face Eleven days of gas, forty-two of coal Then the island goes dark, and the story gets old O-lóng-mn̂g, o-lóng-mn̂g (黑黑暗暗, pitch black) We knew this would come, but we looked away [Pre-Chorus] Forty years they said hūi-hi̍k (非核, non-nuclear) Forty years of dreaming we could wish it all away But the strait is a wind tunnel, and the sun still shines While we burned the future for cheaper times [Chorus] Góa ê kò͘-hiong, lí kám ū thêng-thāu? (我的故鄉, 你敢有聽著? — My homeland, can you hear?) The Franken-reactor sleeps beneath the hill Crystal Yang drank the water, but the people got ill Góa ê kò͘-hiong, lí ài kiàⁿ-khí-lâi (我的故鄉, 你愛起來 — My homeland, you must rise) Not nuclear OR green — we need both to survive [Verse 2] Round 3.1, Round 3.2, localization chains RWE went home, EnBW felt the pain Yunlin's turbines turning, three times the cost While the lūi-chhù (綠能蟑螂, green cockroaches) ate what we lost Behind the meter, batteries wait Zero price auction — we sealed our own fate [Pre-Chorus] Taipower's black box, CPI's lie TSMC pays more so the auntie don't cry But the data centers can't grow, AI waits at the door While we argue if nuclear is sin or chó͘ (善或惡, good or evil) [Chorus] Góa ê kò͘-hiong, lí kám ū thêng-thāu? The Franken-reactor sleeps beneath the hill Crystal Yang drank the water, but the people got ill Góa ê kò͘-hiong, lí ài kiàⁿ-khí-lâi Not nuclear OR green — we need both to survive [Bridge] (Spoken, over soft piano) March 22nd, 2026 Lai Ching-te said the words nobody wanted to hear Kò͘-hiong needs power Not slogans, not pride, not forty years of fear [Final Chorus] Góa ê kò͘-hiong, lí kám ū thêng-thāu? The blockade is coming, the Hormuz is closed Spot market gas at 140% — who knows? Góa ê kò͘-hiong, lí ài kiàⁿ-khí-lâi Distributed and hardened, let the sun and wind rise With nuclear beside them — open both your eyes [Outro] O-lóng-mn̂g, mài koh o-lóng-mn̂g (黑黑暗暗, 莫閣黑黑暗暗 — Darkness, don't be dark again) Kiàⁿ-khí-lâi, Tâi-oân (起來, 台灣 — Rise up, Taiwan) Kiàⁿ-khí-lâi... ChinaTalk is an audience-supported publication. If you'd like to help us produce more content like this, please consider a paid subscription on Substack. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Renewables are supplying more electricity to the grid, setting new records. More Australians are getting their power from rooftop solar panels and batteries. 

R.Power Renewables CIO Michal Swol joins NPM Europe Managing Editor Peter Kneller on the pod this week to discuss how to get Polish BESS projects financed and how operating a portfolio of standalone BESS and standalone solar, rather than co-locating, might be the best approach.The two also discuss the evolution of the PPA market, and why now might be the perfect time to acquire project pipeline across Europe.NPM is a leading data, intelligence & events company providing business development led coverage of the US & European power, storage & data center markets for the development, finance, M&A and corporate community.Download our mobile app.

At the Eurelectric Power Summit 2026 in Helsinki, Laurent had the opportunity to sit down with Catherine MacGregor, CEO of ENGIE and Vice President of Eurelectric, for a wide-ranging discussion on the key issues shaping Europe's energy future.  We began with the themes at the heart of Eurelectric's agenda this year: security of supply, affordability, competitiveness, and the challenges and opportunities created by the rapid growth of data centres.  One of the most striking insights from our conversation was that Europe does not have an electrification technology problem — it has an electrification coordination problem. This was also the central conclusion of the report Power Couples: Enhancing Industrial Competitiveness through Electrification, launched by Eurelectric and Accenture at Power Summit 2026. The report finds that electrification projects rarely fail because technology is unavailable. Instead, they stall when power economics, grid access, infrastructure delivery, financing structures, and industrial investment timelines are not aligned.The proposed solution is a new delivery model: “Power Couples”, bringing together industrial players, utilities, technology providers and capital partners to accelerate deployment at scale.  We also reflected on ENGIE's remarkable transformation under Catherine's leadership over the past five and a half years. The company's strategy has been defined by two parallel moves: more than €15 billion of divestments from fossil and legacy assets, alongside concentrated investments in renewables, networks, batteries, and regulated infrastructure — all while maintaining strong financial discipline, with net debt-to-EBITDA around 3.  The results have been impressive. Since 2021, ENGIE has delivered the strongest risk-adjusted equity performance among major European utilities, combining substantial dividend distributions with significant share-price appreciation. With an annualised IRR of roughly 20.5% since January 2021, ENGIE has outperformed the net returns of many leading global infrastructure investors, effectively delivering private-equity-style returns with public-market liquidity.  Our discussion also covered ENGIE's leadership in power purchase agreements (PPAs), its support for 24/7 Scope 2 accounting, the recent acquisition of UK Power Networks, progress in EV charging infrastructure, and its fully integrated strategy for data centre development.  Finally, we explored ENGIE's investment plans for the years ahead and the broader structural shift underway across the energy system: the continued transition from molecules to electrons.    Eurelectric Report: Power Couples https://www.eurelectric.org/publications/industrial-electrification-power-couples/

This is part two of a two part series on how a small town in Victoria has become resilient through going electric. This episode, SBS looks at how the project has evolved and how other regional communities can stand to benefit from the rollout of renewables.

Sherrill Byrne – Head: Project finance, energy and infrastructure, Standard Bank Corporate and Investment Banking SAfm Market Update - Podcasts and live stream

Stephen Grootes speaks to Peter Armitage, CEO of Anchor Capital about the U.S.-Iran deal to end the war, reopen the Strait of Hormuz, the impact on global oil prices and markets, and the uncertain path ahead for Iran’s nuclear programme and regional stability. In other interviews, Chris Yelland, managing director at EE Business Intelligence and energy expert talks about how rising curtailment, payment delays and growing operational challenges at Eskom are squeezing renewable energy producers, threatening project revenues, and pushing the sector toward a financial cliff. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Stephen Grootes speaks to Chris Yelland, managing director at EE Business Intelligence and energy expert, about how rising curtailment, payment delays and growing operational challenges at Eskom are squeezing renewable energy producers, threatening project revenues and pushing the sector toward a financial cliff. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

A Clare TD is expressing concern that regular households are being priced out of embracing renewable energy. Bodyke Fine Gael Deputy Joe Cooney has asked the Department of Climate, Energy and the Environment if it's looked at the impact of high electricity prices on the uptake of the likes of heat humps, electric vehicles and home batteries. Ireland is aiming to reduce its carbon emissions by 51% by 2030 largely through the electrification of heat and transport. Speaking in the Dáil, Deputy Cooney says for many people, the cost of going green is simply too high.

It's time to get to work with five fun and fascinating fast facts about energy, an interview with Lee Constable, a presenter and author of books about sustainability, and an energy transformation activity for you to try yourself at home.   Presented by Jenny Lynch and Matilda. Written and produced by Jenny Lynch. Music by Purple Planet Music. Sound effects by Pixabay. Support the podcast to keep it ad-free! https://buymeacoffee.com/creativescience Join the email list: https://www.creativescience.com.au/contact/ Creative Science: https://www.creativescience.com.au Facebook: @creativescienceaustralia Instagram: @creative_science_australia   Episode content: 00:24 Introduction and fast facts 05:37 Interview with Lee Constable 13:14 Energy transformation activity   Lee Constable: https://leeconstable.com   Energy transformation activity You will need: an object you can drop, such as a ball or a rolled-up pair of socks, and a rubber band. Energy cannot be created nor destroyed. This is called the ‘Law of Conservation of Energy'. However, energy can change into different forms. How many energy transformations can you observe in about a minute? Rub your hands together as fast as you can. You are turning moving energy into heat energy, with help from the force of friction. Hold the ball or socks high above the floor. What you are holding now has gravitational potential energy, otherwise known as stored energy, let go and the gravitational potential energy turns into moving energy as the object falls to the floor, because of the force of gravity. Feel the rubber band and notice if it feels cold or hot. Use both hands to stretch out the rubber band over and over again for a few seconds and then feel if the rubber band has heated up. If it has, some of the moving energy has turned into heat energy. Stretch out the rubber band again so it has lots of stored elastic energy and then aim the rubber band away from you and anyone who is with you. Let go, so the rubber band flings through the air, turning the elastic energy into moving energy. Look around you and see what other energy transformations you can see, for example, turning on a light.

Today, we're diving into a part of the climate transition that doesn't get nearly as much attention as solar panels, electric vehicles, or AI: the materials, minerals, and manufacturing systems that make modern civilization possible. Steel alone accounts for roughly 7–8% of global greenhouse gas emissions, and the energy transition is driving unprecedented demand for critical minerals, advanced materials, and domestic manufacturing capacity. These sectors offer incredible investment opportunities, and that's the focus of my guest, Kavita Patel. Kavita is a portfolio manager for venture investment for MUUS & Company (MUUS), the family office of TIGER 21 Founder and Chairman, Michael Sonnenfeldt, and his family.We discuss opportunities ranging from critical mineral recycling to next-generation building materials, what she's learned investing through the ups and downs of climate tech, and why she believes some of the most compelling opportunities today may be hiding in sectors many investors overlook.We also explore where climate capital is flowing, where it may be underinvesting, and how investors can think rigorously about both financial returns and real-world climate impact.I learned a lot from this conversation, and I think you will too. Here we go. On today's episode, we cover:01:12 – Introducing guest: Kavita Patel of MUUS & Company02:35 – Kavita's background and path into climate investing05:24 – From BlackRock and ESG to climate venture07:19 – What is MUUS & Company? Climate thesis and focus areas09:35 – Why critical minerals, materials, and domestic manufacturing11:30 – Is materials & mining underhyped for investors? Market overview13:17 – Venture timelines in hardware and industrial innovation15:13 – Portfolio example #1: Nth Cycle's critical minerals recycling18:28 – Mining's environmental impact and why focus on recycling20:08 – Portfolio example #2: InventWood as a low‑carbon steel replacement22:53 – No green premium: solving top pain points in B2B climate tech23:03 – Where climate capital is flowing vs. where it should go25:22 – What Kavita has learned from founders through market cycles29:01 – Common fundraising pitfalls for climate founders32:20 – Building the capital stack: partners, family offices, and non‑dilutive capital35:15 – Measuring impact: MUUS' use of the Crane tool38:16 – Closing thoughts Resources MentionedMUUS & Company (MUUS)TIGER 21Nth Cycle (critical minerals refining & recycling)Trafigura (metals & commodities trading group)InventWood (wood-based high‑performance material)CRANE – Carbon Reduction Assessment for New EnterprisesInternational Energy Agency (IEA)Connect with usKavita PatelJason RissmanKeep up with Invested In ClimateSign up for our 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!

Stephen Grootes speaks to Eskom’s Group Executive for Renewables, Rivoningo Mnisi, about the launch of Eskom Green, the utility’s plan to scale renewable energy capacity to 32GW by 2040, how it aims to partner with private developers rather than crowd them out, and what this shift means for South Africa’s energy security and transition away from loadshedding. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Success is rarely the result of vision alone. In this episode, Morris Zhou of Berde Renewables shares his insights on recognizing opportunities, building businesses, and leading with clarity in high-growth environments. From entrepreneurship and team culture to communication and accountability, the conversation explores why sustainable leadership is built on consistency, conviction, and leading by example rather than trying to satisfy every expectation.Morris explains how Berde Renewables is helping businesses transition toward more sustainable energy solutions while addressing the broader challenges of energy security and national competitiveness.00:02:13 - Morris Zhou, Group CEO & Co-Founder of Berde Renewables00:04:08 - What Berde Renewables does and the zero-capex solar model00:08:50 - The green vs. black energy debate is over — renewables are now cheapest00:15:26 - How Morris stumbled into solar with a one-page brochure in 200900:24:20 - The complexity jump from rooftop panels to utility-scale solar farms00:31:27 - The startup miracle: finding a new funder over coffee00:43:02 - Learning the language of banks: bankability, risk, and putting the puzzle together00:49:01 - Why the Philippines? The cartel, the incumbents, and the opportunity01:00:18 - Berde's business model: zero capex, day-one savings, 15–25 year contracts01:04:33 - 150MW+ of committed projects across the Philippines and Thailand01:05:27 - Why distributed solar is the future of energy in Southeast Asia01:19:46 - Making friends first — building trust before business in the Philippine market01:22:38 - Why FOMO is finally hitting the market: rising costs and geopolitical tension01:29:52 - Philippines vs. Australia team culture and the importance of psychological safety01:33:45 - Being the industry expert, not always the subject matter expert01:34:43 - What's next for Berde Renewables: scale, speed, and customer satisfaction01:36:04 - No barrier to entry — the case for going solar now 01:35:35 - How to reach Berde RenewablesFollow now and never miss an episode.

This week Stewart is joined by Patrick Lammers, CEO of Skyborn Renewables for a podcast recorder at WindEurope's event in Madrid. Most offshore wind developers talk about scaling projects, but Patrick discusses Skyborn's approach: building standardised infrastructure that ensures predictable, repeatable success. In a market dealing with massive, unpredictable projects, Patrick shares how standardisation and a focus on supply chain efficiency make offshore wind more reliable, affordable, and bankable than ever before.This episode dives into Skyborn's unique strategy of developing and owning stakes in wind farms, transforming offshore wind into a production line of projects instead of one-off ventures. Patrick discusses the importance of modular, repeatable turbine designs, the power of end-to-end standardisation, and why a focus on predictable Cadence can drastically cut costs and de-risk investments. You'll discover how Skyborn plans to roll out wind farms every 12 to 18 months with a clear, scalable blueprint — unlocking the potential for rapid, sustainable growth across Europe, Asia, and beyond.We break down:The shift from bespoke projects to a factory-like production model in offshore windHow standardisation reduces costs and delays, making projects more attractive to investors like BlackRock and GIPThe importance of clear project staging, supply chain predictability, and local partnerships in managing riskThe feasibility of applying this model outside Europe, especially in Korea and JapanWhy moving towards commodity-scale turbines and supply chain efficiency is essential for industry survivalGWEC's Offshore Wind Podcast is hosted by Stewart Mullin, GWEC's Chief Industry Officer, and Rebecca Williams, GWEC's Deputy CEO, who leads on all GWEC's Offshore Wind work.The podcast, or 'show' as Stewart still likes to call it, features leading voices from across the sector, whether that is large OEMs, key supply chain manufacturers or political leaders driving policy, to talk about how we can all work together to deliver on offshore wind's enormous potential.Follow Stewart on LinkedIn hereFollow Rebecca on LinkedIn here and Instagram hereFollow GWEC on LinkedIn here and Instagram here

The podcast opens with updates on the closure of the Strait of Hormuz, a German state-owned energy company contracting for Canadian West Coast LNG, and the Pope's theological document warning about AI. Next, Peter and Jackie introduce this week's guest, Marc Spieler, Senior Managing Director for the Global Energy Industry at NVIDIA, joining from Houston, Texas, to discuss the latest developments at the intersection of AI and energy. Energy and AI are deeply interlinked. Energy companies are using AI to improve efficiency across oil and gas, renewables, and emerging sources such as next-generation fission and fusion. At the same time, AI's explosive growth is driving significant new electricity demand, requiring a build-out of both generation and grid infrastructure. Predicting future power demand from AI remains uncertain; it depends on the pace of adoption and whether GPUs, along with other delivery components of the digital infrastructure stack, will become more efficient over time. Marc highlights that data centres are becoming more flexible, with the ability to reduce consumption during periods of grid stress. This would allow new data centre capacity to be added without straining the grid, while also lowering costs for all power consumers by improving system utilization during off-peak periods. Content referenced in this podcast: NVIDIA Blog with examples of energy company AI applications: Efficiency at Scale: NVIDIA, Energy Leaders Accelerating Power‑Flexible AI Factories to Fortify the Grid (March 2026) NVIDIA's NeMo Framework was used for asset integrity and reliability at Petrobras (March 2025) NVIDIA's Earth-2 library of open models, libraries, and frameworks that democratize global access to professional-grade weather and climate AI NVIDIA Vera Rubin DSX AI Factory reference design to maximize efficiency (March 2026) NVIDIA and Emerald AI, along with other energy companies, pioneer flexible AI factories (March 2026)  Pope Leo XIV, Magnifica Humanitas: On Safeguarding the Human Person in the Time of Artificial Intelligence (May 25, 2026) Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ Check us out on social media: X (Twitter): @arcenergyinstLinkedIn: @ARC Energy Research Institute Subscribe to ARC Energy Ideas PodcastApple PodcastsAmazon MusicSpotify

We are now recording an audio version of written posts that we will upload to Apple, Spotify, and YouTube, which you can listen to by clicking the button the play button above.As the Strait of Hormuz (SoH) Crisis completes its third month and on-again/off-again peace talks drag on, we are starting to see the outlines of various structural themes emerging, and, as importantly, some that are not. Thematically we see the following:* Power Surge! Our Power Surge! super-cycle theme has not only not been knocked off track by the SoH Crisis, but has likely been enhanced based on “the four Ds” of pragmatic energy policy orientation we discuss below. Recently completed 1Q 2026 earnings season shows the AI (artificial intelligence) and broader digital transformation theme is as strong as ever.* Geopolitical Super Vol. Geopolitical Super Vol remains our commodity macro framework, in particular for crude oil prices. Since Russia-Ukraine and through SoH-to-date, we have resisted crude oil super-cycle framings while also, importantly, rejecting perma bear doom-and-gloom. The unforgiving math of global oil demand being forced down to circa 95 million b/d of supply from around 105 million b/d pre-crisis suggests recession is the most likely clearing mechanism rather than a structural increase in long-dated oil prices in the event a significant disruption to flows persists. To be clear, we do see scope for a modest increase in long-end oil on the order of $10/bbl to account for both cost inflation and an increased geopolitical risk premium.* Molecules to markets. In our view, getting molecules to markets is the more pressing strategic imperative for countries than simply trying to find the molecules in the first place. In traditional energy, this puts a premium on well-positioned midstream and downstream assets. In the upstream business, there is always an opportunity to find acreage that is well positioned on the future cost curve. Having a midstream or downstream solution (e.g., LNG) may be an increasing success factor for larger E&P (exploration and production) companies.* New business models > pure-play (for larger companies). The era of extreme pure-play specialization we think will fade, or at least will no longer be the dominant ask of investors. Business model evolution is likely to continue to separate leaders from laggards. Examples we find intriguing include pressure pumpers and midstream companies diversifying into behind-the-meter (BTM) power, US shale gas producers expanding into midstream and potentially LNG, refiners that have grown midstream capabilities, midstream companies that have grown export opportunities, and the expanded commercial trading opportunities that larger companies have pursued. The list is growing.* Brownfield > greenfield (usually). The advantage of doing more from existing assets is something both countries and companies have in common. Brownfield almost always beats greenfield on profitability and speed-to-market, though a best-in-class greenfield project like Guyana oil is the type of exception that exists to the general rule.From an energy policy perspective, the Strait of Hormuz Crisis reveals what we are now calling the four Ds of country-level energy policy aspiration:* Do as much Domestic production as possible;* Diversify energy sources and technologies;* Do more from existing assets; and* embrace Digital transformation and AI.Subscribe to Super-Spiked to receive all content via email. Also available on https://veriten.com.The Four Ds of Pragmatic Energy PolicyThe four Ds are the pragmatic policy implication of country leaders recognizing energy's natural hierarchy of needs (Exhibit 1). On the right side of Exhibit 1, we rank (higher on list is better) resource rich countries and resource challenged areas in terms of federal policy orientation that recognizes energy's natural hierarchy of needs and implementation of the four Ds relative to a given country's strengths and weaknesses.Saudi Arabia and United Arab Emirates among resource rich regions and China among resource challenged areas we see as having favorable federal energy policy orientations. Laggards are not surprising: Western Europe, California, Canada, and Australia. What KSA, UAE, and China have in common are national leadership that emphasizes the ideas of “all of the above,” maximum (or optimal) output of what you can control, and unapologetic “their own country first” mentalities.Super-Spiked subscribers know we have a very favorable view of Canada's oil and gas potential and the leading companies in the province of Alberta. We had an unfavorable view of the federal energy policies pursued by the prior Trudeau regime, with the jury out on the current Carney administration. On the latter, we appreciate that the rhetoric has improved off a low starting point. The proof will be in the policy implementation pudding.No country should aspire to follow the path of California or Western Europe and their “climate first” ideology (dishonorable mention goes to many states in the US northeast). Sadly, poor energy policy choices made in those areas are going to mean that less fortunate consumers and businesses in developing Asia suffer from being outbid for needed energy like LNG, jet fuel, and diesel during times of stress, as we last saw in the early days of Russia-Ukraine. It has been some time since we have done a deep dive on Australia; our sense would be that it is in the Canada category of having substantial oil and gas resources that the world would massively benefit from, but is being held back by ill-advised climate-first ideology by its national leaders.Exhibit 1: A Hierarchy of Energy Needs & Country Policy Objectives and OrientationSource: Veriten.Doing More From Existing AssetsIn previous issues of Super-Spiked, we have discussed three of the Ds: do as much domestic production as possible, diversify energy sources and technology, and embrace digital transformation and AI. Therefore, in this post we will expand on the “do more from existing assets” theme.* A major advantage the developed world has over China, India, and other developing areas is a large installed base of assets and infrastructure. Prematurely retiring old power plants in the name of “energy transition” and “The Climate Crisis” is the type of 2020-2023 mistake that has hurt competitiveness and affordability in the United States and Western Europe. In power generation, we are intrigued with trying to answer the question of how much new generation from legacy sources (e.g., natural gas, BTM, and traditional nuclear) is needed versus how much new generation technology is needed (e.g., fuel cells, enhanced geothermal, advanced nuclear) versus how much can existing grid utilization be improved via flexible loads and various grid enhancing technologies. How much more can we get from existing is important to how much we need from the other two options.* In crude oil markets, we do not believe there is the urgency to figure out “what's next” from a resource perspective as there was in the 2004-2014 super-cycle. To be clear, this comment is intended at the macro level; individual companies are almost always in need of figuring out what's next. Exploration and capital spending is likely to grow but we do not believe the kind of re-rating that happened during China/BRICs is warranted now. Rather we are most intrigued with what companies are doing to extend asset life (i.e., resource to production ratio) via a combination of technology application, business development, and midstream/downstream investment that can ensure molecules get moved to markets and turned into usable end products. Ironically, the Middle East looks like a compelling upstream opportunity for western oil and gas firms, given improved fiscal terms in certain areas. We have long held a favorable view of Canada (our concerns about its federal energy policies notwithstanding) and Alaska. Recent developments in many Latin American countries warrant a fresh look at the region for western players.* The largest areas that seem ripe to “do more from existing” include US shale oil, US shale gas, Middle East oil, Canada's oil sands, Venezuela oil, and developed market power grids.Growth and opportunityThe five areas of energy where we are most confident in growth include:* US and global power generation* Midstream and downstream infrastructure for crude oil and various metals and minerals* Grid enhancing technologies* US and global natural gas* Renewables and storageThe long-term opportunity to grow nuclear power is going to prove to be compelling for many countries, justifying the required patience in terms of time to development. Nuclear is the ultimate baseload, domestic, clean energy source.We remain open-minded about emerging and new energy technologies. We are seeing current growth in fuel cells and optimism about enhanced geothermal on the power generation side of the business. The SoH Crisis will accelerate adoption of electric vehicles and LNG trucks in particular in oil importing countries for diversification and affordability reasons.The success of new business models should diminish investor and activist demand for pure-playsThere is a misperception that investors prefer pure-plays or that investors only want more dividends and stock buybacks. Investors prefer companies that generate superior profitability with differentiated growth. Both are needed to sustainably outperform: profitability AND growth.The challenge in mature, cyclical sectors is that corporate over-enthusiasm for growth usually erodes profitability to the point where investors demand a disavowal of growth in favor of profitability and returning capital to shareholders. To be sure, if structural demand growth for a given commodity is something like 1%-2% per year, the expected growth rates for the largest companies within that sector is unlikely to be any more than +/- 1%-2% of the broader demand trajectory.As businesses mature and growth slows, the demand by investors to focus on sub-parts of the business often increases in order to enhance the combination of per share growth and profitability for a particular business segment. The post-2014 oil super-cycle bust and growth in U.S. shale turbocharged the demand for pure-plays, especially within the traditional oil & gas value chains. Certain pure-play shale oil producers, midstream companies, and refiners in fact performed exceptionally well.Power is clearly in a super-cycle and traditional oil and gas is operating with a Geopolitical Super Vol macro backdrop (a dramatic improvement from the post super-cycle bust phase of 2015-2020) and business opportunities abounding in the different product lines and geographies.SoH Crisis FAQQuestion 1: Has an oil super-cycle begun?Answer: No. Our core view remains Geopolitical Super Vol, not super-cycle.Q2: Have the odds of “peak oil demand” increased?A: No, we don't think so. However, we are concerned that if the Strait remains significantly disrupted that the painful adjustment down in global oil demand could mean that we spend a good part of the remainder of this decade recovering back to pre-crisis demand levels as incremental supply is brought online. In our view, the timing of a more permanent peak in oil demand is unknowable so long as the other seven billion people on Earth continue to use only a fraction of the energy The Lucky 1 Billion of Us take for granted.Q3: Isn't AI and the resulting power demand growth forecasts a bubble waiting to pop?A: No or, perhaps more accurately, not at this time. The fact that numerous stock markets like the U.S. (S&P 500), Japan (NIKKEI), and South Korea (KOSPI) are at or near all-time highs may indeed reflect complacency with the risk of global recession due to the ongoing SoH Crisis. We would differentiate stock market complacency with an AI bubble. We see it in the areas where we spend a lot of time: digital transformation and the application of AI is a game changer for numerous businesses. The stock market may well experience a major correction if the world tips into recession. Whatever short-term setback that might mean for near-term power generation we think would be akin to the Great Financial Crisis hit to oil demand in the middle of the China/BRICs super-cycle of 2004-2014, i.e., it was temporary.Q4: Don't investors prefer “pure-plays” over diversified companies? A: That view is missing our point. Investors prefer companies with competitive profitability and differentiated growth opportunities. The demand for “pure-plays” typically is the result of a mature sector experiencing a structural downcycle and investors being disappointed on both profitability and growth. And for sure, some companies should remain as pure-plays. The larger a company's market capitalization and overall size, the less we think a pure-play business model makes sense, be it basin or geography or asset type or business line. For small-caps and new technologies, the pure-play business model is often logical.Q5: So E&Ps will merge with refiners?A: No, we aren't expecting that type of integration or diversification. A future “integrated E&P” likely means some combination of midstream and commercial exposure as opposed to a historical upstream-refining mix, as an example.⚡️On A Personal Note: Work Hard. Golf Hard.It's been a great three-week stretch of Spring golf ramp-up. 8 rounds in 5 days in and around Troon, Scotland the first week of May and then our NJ club's flagship member-member Governor's Trophy tournament over Memorial Day weekend featuring 45 holes of match play over 2 days. Day 2 of Governor's featured a good Scottish cold snap of low 50s weather and a light drizzle. Glad my rain pants got more work in and happy to be in sunny Houston as I finish writing this.At Governor's you can always see the short-game comfort from the returning Florida crowd versus those that stayed north over what is typically a 4-5 month winter hiatus. I failed to take advantage of part-time Houston residency this past winter and my partner and I didn't win our flight for the first time since 2021. Five 3 puts—FIVE!!!—from yours truly in Round 2 and two more missed make-able putts in Round 3 were seven half-point giveaways we did not overcome. Based on my accounting, my partner cost us only 2 points versus my 3.5, so the disappointing performance is on me. I'll need a stricter winter routine next year.I will say the Scotland golf intensity helped stamina at Governor's. The intensity and deliberate pace of hole-by-hole match play is usually mentally and physically draining. I didn't feel that this year. For future reference: I need to play 36 more often! It forces an easier swing. It improves mental resilience. Seems better than a cold plunge.Does a high level of golf intensity make you a better energy equity analyst, advisor, or board member? For sure it does. There is no question about this. Are we advising our companies to settle for mediocrity? That an 8% return on capital is good enough? That sector average TSR is fine? Of course not.Work Hard. Golf Hard.A Lot of Great Golf In Scotland: Western Gailes Near The Top Of My ListSource: Super-Spiked selfie.The Calm Before The Governor's Trophy StormSource: Super-Spiked.⚖️ DisclaimerI certify that these are my personal, strongly held views at the time of this post. My views are my own and not attributable to any affiliation, past or present. This is not an investment newsletter and there is no financial advice explicitly or implicitly provided here. My views can and will change in the future as warranted by updated analyses and developments. Some of my comments are made in jest for entertainment purposes; I sincerely mean no offense to anyone that takes issue.Subscribe to Super-Spiked to receive all content via email. Also available on https://veriten.com. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit arjunmurti.substack.com

Todd Royal, Author, BP Capital Advisors, stops by the Energy News Beat PodcastTodd Royal is an author, a true Nuclear expert, and a great friend of the Energy News Beat Podcast. I had an absolute blast visiting with Todd, and we covered a lot of great topics. Being in the rapital raising business for nuclear is an outstanding part of our Energy Dominance requirements. We need modular nuclear, mines, and critical minerals.Todd is an outstanding energy resource and industry leader. I recommend connecting with him https://www.linkedin.com/in/172466/1. Nuclear Power as the Solution to Energy DemandThe hosts emphasize nuclear energy as the most viable solution to meet growing electricity demands, particularly for AI data centers. They highlight nuclear's exceptional capacity factor (95%+), reliability, and ability to run continuously—far superior to renewables. The discussion includes the reopening of Three Mile Island and the potential to restart 20 of the 94 U.S. reactors.2. AI Data Centers and Power RequirementsA significant focus on the massive electricity demands of AI data centers and the challenges they create. The conversation explores the tension between needing this infrastructure and concerns about farmland usage, grid strain, and rising electricity costs. They discuss potential solutions like revenue-sharing models similar to oil royalties.3. Climate Policy and “Climate Orthodoxy”The speakers critique what they call “climate orthodoxy”—the ideological push for renewables and net-zero policies that they argue have harmed economies. They discuss how Democratic-led states have higher electricity costs (38% higher) and how climate policies have destroyed economies in Europe, California, and other regions.4. Renewables vs. Nuclear EconomicsA detailed comparison of levelized costs of electricity (LCOE) and total cost of electricity, arguing that renewables require expensive backup systems and storage. They propose that $10 trillion spent on wind and solar could have built 2,000 nuclear reactors instead, providing clean, reliable baseload power.5. Energy Security and GeopoliticsDiscussion of global energy security, including LNG exports, the Strait of Hormuz, and Europe's energy crisis. They argue that energy dominance and security should start at home through reliable domestic power generation.6. Regulatory and Political BarriersThe hosts contend that the real obstacles to nuclear expansion aren't technical or financial, but political—including the NRC's historical anti-nuclear stance, environmental regulations, and permitting delays that make projects expensive and slow.7. Climate Science SkepticismThey challenge mainstream climate narratives, citing scientists like Roger Pielke Jr. and Judith Curry, and reference the UN's recent acknowledgment that climate change may not be as catastrophic as previously claimed. They discuss data manipulation allegations and the RCP 8.5 climate model controversy.8. Economic Impact of Energy PolicyThe conversation ties energy costs to broader economic issues like inflation, housing shortages, and manufacturing costs. They argue that cheap, abundant nuclear power could reduce inflation and boost economic growth.9. Data Center Backlash and OppositionDiscussion of organized opposition to data centers funded by billionaires and NGOs, which has halted $152 billion in economic activity. They explore the need for better communication and compromise between tech companies and local communities.10. Policy SolutionsRecommendations include passing the SAVE Act, implementing revenue-sharing agreements for data centers, building power plants dedicated to data centers, and reforming carbon markets and subsidies.The podcast presents a pro-nuclear, skeptical-of-renewables perspective on energy policy and its economic implications.Thank you, Todd, for your great industry leadership.We have some great interviews lined up next week.Check 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/

We need to triple global energy production by 2050. Renewables are scaling fast, but the real wild card that could change everything might just be fusion. The physics and engineering are closer than ever, but there's a critical materials problem standing between us and unlimited clean energy.This week on Everybody in the Pool, Molly speaks with Dr. John Elling, a Los Alamos chemist turned serial entrepreneur who's working on a solution that he believes will change the world. Both fusion and next-generation fission reactors rely on enriched lithium isotopes, and existing enrichment methods are slow, expensive, and require massive facilities. Dr. Elling's company, Molten Salt Solutions, is developing a simpler, cheaper process and building the US's first commercial production facility for enriched lithium — the ingredient that could determine whether fusion energy ever actually reaches the grid.We talk about:The big problem facing both fusion and advanced fission right now: the unmet demand for fuelA refresher on the science behind enriched lithium and nuclear energyThe world's growing energy demands, and why fusion will help us meet the 3x demand we'll face by 2050Why the US dismantled its only enrichment facility and why Russia currently holds the only meaningful supplyHow Molten Salt Solutions' mercury-free, scalable process differs from how governments did it during the nuclear weapons eraThe race to supply fusion developers with material they need now, before commercial reactors even existWhy the current administration's push to reduce regulatory barriers for small modular reactors is accelerating demand for lithium-7John's case for why fusion is the final frontier of humanity's energy evolutionLinks:Molten Salt Solutions: https://www.moltensaltsolutions.com/All episodes: https://www.everybodyinthepool.com/Join our Discord! https://discord.gg/2EsDhwQC2zSubscribe to the Everybody in the Pool newsletter: https://www.mollywood.co/Become a member for the ad-free version of the show (and support future field trips): https://everybodyinthepool.supercast.com/ Hosted on Acast. See acast.com/privacy for more information.

Australians have had a rough few years when it comes to power bills, with the war in Ukraine helping send global energy prices soaring. But now, despite ongoing conflict overseas, electricity prices are finally set to fall for homes and businesses. Today, ABC energy reporter Dan Mercer on the battery boom driving down prices and whether more bill relief is on the horizon.Featured: Dan Mercer, ABC energy reporter

Host Russell Reading speaks with Craig Konz, Renewable Energy Carbon Advisory Manager from Schneider Electric about the emerging practice of adding battery storage to virtual power purchase agreements (VPPAs). They cover financial and non-financial benefits including risk reduction, accounting effects, grid stability and potential revenue streams, as well as common deal structures seen in the U.S. and Europe. The conversation also explores developer perspectives, revenue-sharing models, forecasting challenges as storage proliferates, and a call for creative, win-win offers that evolve with markets and support grid resilience.  

Three years ago, the best price for a ready-to-build solar project in Spain was €200,000 per megawatt — today it is €50,000. Batteries have moved the opposite way, with ready-to-build prices climbing to around €100,000 per megawatt and a 30GW pipeline now stacking up behind them.Ed Porter sits down with Carmen Izquierdo Serrano, founder of nTeaser, the renewable energy marketplace where many of Spain's BESS, solar, and co-located deals are transacting, to unpack what those numbers actually mean for investors entering the Spanish power market and how the post-blackout urgency, and bottlenecks in financing and labour will shape who wins the next phase of Spain's energy transitionThey cover:Why Spanish solar ready-to-build prices have collapsed from €200,000 to €50,000 per megawatt while battery prices have climbed to ~€100,000 per megawatt in the space of three yearsHow the 30GW Spain BESS pipeline stacks up against the ~3.5GW expected to be operating by 2030, and why Carmen thinks that operating-asset forecast is conservativeWhere the real bottleneck is for delivery - not developers or permits, but bank financing and the skilled labour needed to construct the projectsWhy Italy's BESS market has slowed after the first MACSE auction while Spain has accelerated, and what that means for capital allocation across Southern Europe.How buyer expectations on arbitrage revenues are likely to be cannibalised as more batteries enter the market, and which revenue streams banks will actually finance againstWant to go deeper on Spanish BESS revenues? Ko, Modo Energy's AI analyst, can walk you through asset-specific forecasts: https://modoenergy.com/sign-up?utm_source=podcast&utm_medium=youtube&utm_campaign=carmen_izquierdo&utm_content=ko_signupChapters:0:00 - Spain solar prices crashed from €200K to €50K per MW1:10 - Why the Spain BESS market is misunderstood2:35 - Spain's 30GW battery storage pipeline explained3:25 - Inside nTeaser: Spain's renewable energy M&A platform5:00 - Is the 3.5GW Spain battery forecast for 2030 too low?7:50 - Spain BESS bottlenecks: bank financing and labour10:00 - Who is buying Spanish battery projects in 202612:50 - Spain vs Italy BESS: the MACSE auction setback15:00 - Data centres and behind-the-meter co-location in Spain18:00 - When Spain battery projects become bankable19:30 - Spain capacity market timing and revenue impact20:30 - BESS arbitrage cannibalisation and revenue stacking21:45 - Poland, Romania, and BESS expansion across Europe23:30 - How nTeaser is changing European renewables M&ATransmission is a Modo Energy podcast hosted by Ed Porter, Director EMEA & APAC at Modo Energy.

Three years ago, the best price for a ready-to-build solar project in Spain was €200,000 per megawatt — today it is €50,000. Batteries have moved the opposite way, with ready-to-build prices climbing to around €100,000 per megawatt and a 30GW pipeline now stacking up behind them.Ed Porter sits down with Carmen Izquierdo Serrano, founder of nTeaser, the renewable energy marketplace where many of Spain's BESS, solar, and co-located deals are transacting, to unpack what those numbers actually mean for investors entering the Spanish power market and how the post-blackout urgency, and bottlenecks in financing and labour will shape who wins the next phase of Spain's energy transitionThey cover:Why Spanish solar ready-to-build prices have collapsed from €200,000 to €50,000 per megawatt while battery prices have climbed to ~€100,000 per megawatt in the space of three yearsHow the 30GW Spain BESS pipeline stacks up against the ~3.5GW expected to be operating by 2030, and why Carmen thinks that operating-asset forecast is conservativeWhere the real bottleneck is for delivery - not developers or permits, but bank financing and the skilled labour needed to construct the projectsWhy Italy's BESS market has slowed after the first MACSE auction while Spain has accelerated, and what that means for capital allocation across Southern Europe.How buyer expectations on arbitrage revenues are likely to be cannibalised as more batteries enter the market, and which revenue streams banks will actually finance againstWant to go deeper on Spanish BESS revenues? Ko, Modo Energy's AI analyst, can walk you through asset-specific forecasts: https://modoenergy.com/sign-up?utm_source=podcast&utm_medium=youtube&utm_campaign=carmen_izquierdo&utm_content=ko_signupChapters:0:00 - Spain solar prices crashed from €200K to €50K per MW1:10 - Why the Spain BESS market is misunderstood2:35 - Spain's 30GW battery storage pipeline explained3:25 - Inside nTeaser: Spain's renewable energy M&A platform5:00 - Is the 3.5GW Spain battery forecast for 2030 too low?7:50 - Spain BESS bottlenecks: bank financing and labour10:00 - Who is buying Spanish battery projects in 202612:50 - Spain vs Italy BESS: the MACSE auction setback15:00 - Data centres and behind-the-meter co-location in Spain18:00 - When Spain battery projects become bankable19:30 - Spain capacity market timing and revenue impact20:30 - BESS arbitrage cannibalisation and revenue stacking21:45 - Poland, Romania, and BESS expansion across Europe23:30 - How nTeaser is changing European renewables M&ATransmission is a Modo Energy podcast hosted by Ed Porter, Director EMEA & APAC at Modo Energy.

Nightlife News Breakdown with Philip Clark, joined by Quentin Dempster AM, award winning journalist, author and former host of ABC's Stateline. 

Wind turbines, pig manure, people power – and one radical idea. Feldheim may look like an ordinary farming village, but it's become world famous for its unique energy system, where residents pay far less for power than most Europeans. So what can the rest of the world learn from the German village that decided to go it alone?

Terry Adair argues the Fermi Paradox has an energy answer. Advanced civilizations require photosynthesis, fossil fuels, and a brutal timeline. We might be alone because the requirements are impossibly rare.The thesis: We got here because of coal, oil, and gas. No civilization reaches our level without hundreds of millions of years of photosynthesis creating stored solar energy. Took 2 billion years to develop, then had to run long enough to create forests that became coal, phytoplankton that became oil.Without photosynthesis, planets never develop complex life. Not enough energy. Uranium can't fuel biology—destroys organic molecules. Only ongoing energy source: sunlight captured through photosynthesis.Cambrian explosion happened because genetics had surplus energy to experiment. Intelligence isn't evolution's goal—DNA only wants to reproduce. Human brain: 2% of body mass, 20% of resting energy. Super expensive. Without advantage, intelligence never evolves.Fossil fuels aren't optional. Can't reach our tech level without them. Renewables can't bootstrap industrial revolution. Nuclear requires already-advanced civilization. Energy ladder is fixed.Fermi answer: Most planets never develop photosynthesis. Those that do might not run it long enough. Those that do might not have accessible fossil fuels when intelligence emerges. Energy filter is brutal.

Pakistan's booming rooftop solar "shadow grid" has quietly grown larger than the country's official grid, saving billions while slashing fossil fuel imports. They also look at the staggering costs of keeping aging coal plants alive in the U.S., including millions spent just to maintain shutdown-ready facilities. Plus: a groundbreaking Inuit-owned hydro project replacing diesel power in the Arctic, bats vs. wind turbines, EV sales exploding in Canada, China's battery charging buildout, and why hailstorms are becoming a major challenge for solar farms. Support The Clean Energy Show on Patreon for exciting perks including a monthly bonus podcast, early access to our content, behind the scenes looks, access to our members-only Discord community and thank-yous in the credits of videos and shoutouts on our podcast! Starting at just $1 per month! Topics this week include: Pakistan's massive solar "shadow grid" now bigger than the official grid - end of show! Trump-era coal plant extensions costing hundreds of millions Coal pollution reducing global solar output Inuit-owned hydro project cuts Arctic diesel use by 80% Researchers study how bats interact with wind turbines OPEC instability and what oil prices mean for the energy transition DOJ investigates emissions-tuning car app data BYD rapidly expanding ultra-fast charging stations Denmark hits nearly 82% EV sales Texas adding 12.9 GW of grid batteries this year Renewables overtake natural gas on the U.S. grid for the first time Hailstorms become the top cause of solar insurance losses XPeng predicts Level 5 self-driving by 2030 The Lightning Round covers drone strikes on nuclear infrastructure, floating solar over manure lagoons, sodium batteries, Ukraine targeting Russian oil infrastructure, and more. Contact Us cleanenergyshow@gmail.com or leave us an online voicemail: http://speakpipe.com/clean Support The Clean Energy Show Join the Clean Club on our Patreon Page to receive perks for supporting the podcast and our planet! Our PayPal Donate Page offers one-time or regular donations. Store Visit The Clean Energy Show Store for T-shirts, hats, and more!. Copyright 2026 Sneeze Media.

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The war in the Middle East has put energy security back at the top of Europe's political agenda. For many, it brings back uncomfortable memories of 2022, when Russia's invasion of Ukraine triggered an energy crisis that forced governments to scramble for solutions. But this time, something is different. In this episode of Energy Evolution, host Eklavya Gupte speaks with Alex Blackburne, senior reporter at S&P Global Energy, who recently sat down with Miguel Stilwell d'Andrade, CEO of Portugal's EDP — one of Europe's largest utilities and a major player in renewable energy. Stilwell d'Andrade explains why Europe's power system is more resilient now than it was four years ago, driven by the region's massive expansion of wind, solar and storage. But progress hasn't been uniform, and the EDP CEO argues that consistent policy execution, as opposed to new measures, is what Europe needs most to secure its energy independence.

The power system is aging and poorly equipped to handle the rapid, large-scale shift toward renewables. According to Philipp Schröder, CEO of 1KOMMA5°, the real solutions lie “behind the meter.”  Gerard and Laurent sit down with Schröder to unpack what it will take to unlock the so-called “Behind the Meter” revolution.  Schröder is among a small group of European founders aiming to build a vertically integrated, consumer-focused clean energy company—something akin to a European hybrid of Tesla Energy and Sunrun. His approach combines hardware (such as solar PV systems, home batteries, heat pumps, and EV chargers), installation networks, intelligent software (including IoT-driven energy management like “Heartbeat”), and active participation in energy markets.  Software is becoming increasingly critical. Grid management and pricing systems remain outdated and inefficient, especially in Germany, where reform has been slow due to entrenched interests and the slow deployment of smart meters. By contrast, countries like Sweden are already moving ahead with more modern approaches.  The company's growth appears to validate this strategy. 1KOMMA5° now employs over 3,000 people, is approaching EUR1 billion in annual revenue, and has raised EUR400 million from investors including Eurazeo, CalSTRS, and several prominent family offices.  Key questions remain: How does Schröder position 1KOMMA5° against competitors like Octopus, Enpal, Base, and Thermondo? Is he building the next kind of utility—or deliberately staying outside that model? And how does he navigate policy challenges, particularly when engaging with energy leaders in Germany who remain supportive of fossil fuels?  A fascinating conversation with a formidable entrepreneur who gives back literally “Power to the People”.

Today, we are breaking down Altius Minerals, a Canadian royalty company that stands apart from the precious metals and oil and gas names that usually define the category. 17 people in Newfoundland control royalties over Canadian potash mines that supply 90 percent of the potash used in the US, along with 2.9 gigawatts of operating renewable power. I am joined by Luke Bridgeman, portfolio manager at Hosking Partners based in London. We start with Brian Dalton founding the business in a university dorm 29 years ago and how the company built its edge through a project generation model that turned $13 million of spend into $200 million of equity proceeds while keeping the royalties. We cover why Altius focuses on base metals rather than precious metals, how it extended the royalty structure into renewables where there is no land to claim, how countercyclical capital deployment has shaped nearly every important decision in the company's history, and what it means to run a $2 billion business with only 17 employees. Please enjoy this breakdown of Altius Minerals. For the full show notes, transcript, and links to the best content to learn more, check out the episode page⁠⁠⁠⁠⁠⁠⁠ here.⁠⁠⁠⁠⁠⁠⁠ ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- This episode is brought to you by⁠⁠⁠⁠ ⁠Portrait Analytics⁠⁠⁠⁠⁠ - your centralized resource for AI-powered idea generation, thesis monitoring, and personalized report building. Built by buy-side investors, for investment professionals. We work in the background, helping surface stock ideas and thesis signposts to help you monetize every insight. In short, we help you understand the story behind the stock chart, and get to "go, or no-go" 10x faster than before. Sign-up for a free trial today at ⁠⁠⁠⁠⁠portraitresearch.com⁠⁠⁠⁠⁠ ----- Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Timestamps (00:00:00) Welcome to Business Breakdowns (00:00:00) Welcome to Business Breakdowns (00:04:20) What is Altius Minerals?  (00:04:52) What Are Base Metals?  (00:05:30) How Do Royalties Work?  (00:09:57) When Are Royalties Sold?  (00:11:04) Altius Origin Story  (00:12:24) How Did Altius Differentiate?  (00:13:35) Commodity Diversification  (00:15:51) Geographic Diversification  (00:17:37) Renewables Strategy  (00:19:50) The Listed Renewables Vehicle  (00:20:17) Renewables Financing Structure  (00:21:08) Renewables vs. Legacy Minerals  (00:22:04) Revenue Model: Volume x Price  (00:22:43) Portfolio Revenue Breakdown  (00:23:58) Do They Hedge Commodity Prices?  (00:24:13) Cost Structure & Overhead  (00:25:37) Capital Allocation Framework  (00:27:14) Buyback Criteria  (00:28:06) Use of Debt  (00:28:42) Renewables' Balance Sheet Impact  (00:30:42) Key Risks  (00:31:59) Why Do Precious Metal Royalties Trade at a Premium?  (00:32:47) Lessons from Altius

The Iran war's disruption to global oil supplies demonstrates another upside to switching to renewable energy sources. Instead, Europe is considering rolling back carbon regulations.Guest: Catherine Rampell, economics editor at The Bulwark and anchor at MS NOW.Want more What Next? Subscribe to Slate Plus to access ad-free listening to the whole What Next family and across all your favorite Slate podcasts. Subscribe today on Apple Podcasts by clicking “Try Free” at the top of our show page. Sign up now at slate.com/whatnextplus to get access wherever you listen.Podcast production by Elena Schwartz, Paige Osburn, Anna Phillips, Madeline Ducharme, and Rob Gunther. Hosted on Acast. See acast.com/privacy for more information.