Podcasts about renewables

While Gerard is fixing his knee, Laurent invites Chris Seiple, Vice Chairman of WoodMac Power & Renewables group, to try to make sense of the scale of the coming power demand surge and the strain it is placing on today's US market structures.AI-driven datacenter growth is pushing the US power system into uncharted territory. Roughly 180 GW of U.S. electricity commitments tied to datacenters represent about 30% incremental demand. Hyperscaler CAPEX is exploding. Demand is accelerating far faster than new supply can come online, setting up a near-term imbalance. In response, the U.S. utility sector is preparing for a potential $1.4 trillion investment supercycle over the next five years.In regulated markets, utilities are under pressure to modernize cost-of-service models and deliver massive capital programs while keeping electricity affordable. Companies such as Duke Energy, Southern Company, Entergy, and CenterPoint Energy are planning investments that run into the hundreds of billions.In deregulated markets, players like Constellation Energy, Vistra Corp., and NRG Energy face a structural mismatch: datacenters can be built faster than power plants, while price signals may not rise quickly enough to incentivize new generation. Some customers are exploring off-grid solutions, but these bring technical and economic challenges.The conclusion is clear: load growth is staggering. Parts of the system may move toward re-regulation, but that alone will not be enough. Rapid innovation—decentralized solutions, grid-enhancing technologies, faster interconnections, and deeper digitization—will be essential as utilities relearn how to build at scale and speed.  Check an excellent WoodMac report on the Datacentershttps://www.woodmac.com/horizons/us-data-centre-power-demand-challenges-electricity-market-model/  

For Super-Spiked subscribers that prefer that written posts, we have included a lightly edited transcript of the video (blue download button below) along with a downloadable copy of the slide deck.WATCH the video on Substack by clicking the play button above or on YouTube (here).STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.DOWNLOAD a pdf of a lightly edited transcript using the blue Download buttons below.We are coming to you from Houston following my participation earlier this week at the Aspen Institute's Winter Energy Forum. This week we provide thoughts on Iran and the latest Middle East conflict. As usual, our focus is on what the long-term implications could be for companies and investors. Our ten initial long-term takeaways are as follows: 1 - Super Vol remains our commodity macro mantra. 2 - Middle East turmoil now as relevant to LNG (liquefied natural gas) as crude oil. 3 - Overhyped oil glut call. 4 - Energy source/technology diversification is a must for countries. 5 - Renewables and other new energies will continue to gain traction. 6 - The case for coal. 7- The case for Canada. 8 – Use unexpected free cash flow to reinforce fortress balance sheets. 9 - Undisruptable oil, gas, coal, copper, and critical minerals. 10 - Commerce over chaos and a brighter future for the Middle East.

Today, we discuss how volatility and battery energy storage systems are reshaping clean energy and repairing power markets. What does the domination of clean power do to markets? What are the consequences both for power purchase agreements,  battery storage and traders? What are the nuances in different regulatory regimes? How is Europe diverging from the US and what has happened to the green premium. Our guest to discuss all of this and more is Luca Pedretti, CEO and founder of Pexapark, a pricing intelligence firm for clean energy.

Thinking about going solar? Start here. In this rapid-fire episode, we answer the 15 most asked solar questions in under 10 minutes — from costs and savings to net billing, batteries, winter performance, and outages. No fluff, no jargon — just clear, practical answers. If solar’s on your mind, this episode will get you halfway there.Powered by Shift & hosted by Chris Palliser, The Solar PVcast is a podcast exploring solar power and the role it plays in improving our lives and our planet. For all your solar, BIPV and energy Storage needs visit shift.caSee omnystudio.com/listener for privacy information.

This week on TrendsTalk, ITR Economist and Speaker Taylor St. Germain examines the rapid growth in electricity infrastructure and what it means for your business strategy through 2030. With data center construction in 2025 and record highs in electric power transmission and distribution production, demand for energy is reshaping industrial markets. Rising electricity costs are adding pressure to margins and contributing to inflation in the second half of the decade. How should you position your business to capitalize on electrification growth while protecting profitability? Tune in for the data, the risks, and the long term opportunity.

Ever wanted a lower electrical bill during the summer or winter? Look no further than your friendly geothermal heat pump, that uses the ambient temperature of the Earth to heat or cool your home, office building, school, etc. It has often been overlooked in areas with hotter climates, regions where geothermal is primarily harvested for electricity or just for lack of knowledge behind the mechanics of deploying such a system.  Well, in today's episode, I talk with Yale Carden of GeoExchange Australia, about the 20 years of developing, deploying, partnering and overall sharing of knowledge that he and team have done.  GeoExchange Australia https://www.linkedin.com/company/geoexchange-australia/posts/?feedView=all Yale Carden https://www.linkedin.com/in/yalecarden/ CORE Knowledge https://www.linkedin.com/company/core-geothermal Nick Cestari  https://www.linkedin.com/in/nick-cestari-48059268/

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Bud Weinstein argues that coal remains a vital base load power source for the US grid, noting that while coal's share has dropped to 15-20%, these plants are critical because they operate 24/7, meeting high electricity demands that renewables cannot always satisfy.

For ad-free listening, articles, and newsletter go to wickedproblems.earth and sign up.On Wicked Problems, host Richard Delevan interviews Svitlana Romko, founder of Razom We Stand, at the Laudato Si “Raising Hope” conference about linking Ukraine's war to global fossil fuel dependence. Romko says We Stand formed in early 2022 to coordinate a coalition of 900 organizations from 60 countries urging bans on Russian fossil fuels and investment, and rebuilding Ukraine with renewables to cut financial flows fueling wars. She argues “all gas is bad,” criticizes replacing Russian gas with US LNG, and urges Europe to accelerate renewables for peace, energy security, climate, and human rights. She describes vast destruction, displacement, population decline to about 20 million, and energy capacity collapsing from 54 GW to 9 GW, while 17–18 GW is needed for winter. She highlights faith-led divestment successes, distributed renewables powering communities, and Ukraine's renewable potential of 653 GW as a basis for rebuilding and hope.00:00 Ukraine in Ruins00:21 I ntro00:21 Confrontation and Repression00:59 Intro01:40 Podcast Intro and Guest03:20 Meet Svitlana at Conference03:50 We Stand Mission05:42 No Such Thing as Clean Gas07:58 Faith Groups and Divestment10:46 Populism and Fossil Money15:50 Ukraine Power Grid Under Attack22:13 Panel Clip Fossil Fuels and Dictators34:40 Hope Resilience and Closing Hosted on Acast. See acast.com/privacy for more information.

Today, we review energy supply and demand and some of the key sentiments coming out of International Energy Week, not only about where both those curves are headed, but also key associated risks to each. Are our assumptions correct about energy demand in the world of AI? Are our assumptions correct around development curves, especially in the Global South? Is there a hydrocarbon glut out there? And what about the long term? All this comes to us from Claudio Galimberti, Chief Economist at Rystad, and their recently published House View. Rystad is an energy consulting and market analytics firm with over 40 offices around the world and headquartered in Oslo. The House View is available for download here. https://www.rystadenergy.com/house-view-report

Kate Gordon has watched American energy policy evolve for two decades across multiple presidential administrations. Her frank conversation about rising utility bills, surging demand from data centers, the complicated truth about coal's comeback and whether an all-of-the-above energy strategy still exists in America or whether we're now just picking winners and losers.

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REALITY OF RENEWABLESDUNEDOO COMMUNITY TOWN HALL WITH ONE NATIONCOMMANDING THE NARRATIVE EPISODE 122Full coverage from the ‘Reality of Renewables' – Dunedoo Community Town Hall. Speakers: • Senator Sean Bell – One Nation Senator for New South Waleshttps://www.facebook.com/SeanBell.PHON • Stuart Bonds – One Nation https://www.facebook.com/stuartbondsforhunter • Katy McCallum – President of Let's Rethink Renewableshttps://www.letsrethinkrenewables.org• Emma Bowman – Local Mixed Farmer• Grant Piper – Chairman of the National Rational Energy Network (NREN)SHOW YOUR SUPPORT for Commanding the Narrative by donating – your support is much appreciated! https://www.commandingthenarrative.com/donate https://www.buymeacoffee.com/commandingthenarrative KEEP UP TO DATE WITH ALL OUR PODCASTS AND ARTICLES, visit:https://www.commandingthenarrative.com To become a Member of Australians for Better Government, visit: https://www.australiansforbetter.com/joinCONTACT US BY EMAIL:commandingthenarrative@outlook.com Hosted by:Steven Tripp is one of Australia's most prominent politicians and political commentators, known for his incisive analysis and fearless approach to addressing the Nation's challenges. With a deep understanding of policy and a reputation for sparking meaningful debate, Steven guides conversations with his signature clarity and passion for Australia's future.https://x.com/RealStevenTripp https://www.facebook.com/theRealStevenTripp https://spectator.com.au/author/steven-tripp Follow Commanding the Narrative on: Rumble: https://rumble.com/c/CommandingTheNarrative Spotify: https://open.spotify.com/show/4GIXhHBogM1McL5EPGP3DT Facebook: https://www.facebook.com/CommandingTheNarrative Instagram: https://www.instagram.com/commandingthenarrative X: https://x.com/commandthenarra YouTube: https://www.youtube.com/@commandingthenarrative Gettr: https://gettr.com/user/commandingthenarrative Truth Social: https://truthsocial.com/@ExCandidates Apple Podcasts: https://podcasts.apple.com/us/podcast/commanding-the-narrative/id1631685864 Please share and spread the word!

New York legally committed to generating 70% of its electricity from renewables by 2030, and 100% carbon-free power by 2040. Nearly a decade later, the state is way behind schedule.In the first episode of Modo Energy Presents, our new series of video documentaries, we examine why building renewable energy in New York is so difficult - despite strong political support and ambitious targets.We explore:Transmission bottlenecks between upstate and downstate.The NYISO interconnection queue, now holding ~27 GW of projects.Why 90% of proposed projects never reach commercial operations.Interconnection costs that can account for 60% of total project CapEx.Offshore wind policy uncertainty.Capacity market dynamics that favour dispatchable generation.And why battery energy storage economics differ from ERCOT and California.Featuring Peter Berini, Director of Industry at Modo Energy, this episode compares New York's “cluster study” interconnection model with ERCOT's faster “connect and manage” approach - and asks whether structural reform is necessary to hit renewable targets.A Modo Energy production.Music licensed via Artlist.Stock footage licensed via Pond5 (via Everly).This documentary is for informational purposes only and does not constitute investment advice.

New York legally committed to generating 70% of its electricity from renewables by 2030, and 100% carbon-free power by 2040. Nearly a decade later, the state is way behind schedule.In the first episode of Modo Energy Presents, our new series of video documentaries, we examine why building renewable energy in New York is so difficult - despite strong political support and ambitious targets.We explore:Transmission bottlenecks between upstate and downstate.The NYISO interconnection queue, now holding ~27 GW of projects.Why 90% of proposed projects never reach commercial operations.Interconnection costs that can account for 60% of total project CapEx.Offshore wind policy uncertainty.Capacity market dynamics that favour dispatchable generation.And why battery energy storage economics differ from ERCOT and California.Featuring Peter Berini, Director of Industry at Modo Energy, this episode compares New York's “cluster study” interconnection model with ERCOT's faster “connect and manage” approach - and asks whether structural reform is necessary to hit renewable targets.A Modo Energy production.Music licensed via Artlist.Stock footage licensed via Pond5 (via Everly).This documentary is for informational purposes only and does not constitute investment advice.

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The UK has a bold target to triple solar capacity within a single parliament, but the path from ambition to deployment is riddled with grid bottlenecks, workforce shortages, and revenue uncertainty.In this episode, Ed Porter sits down with Matt Black Managing Director of IG renewables and Chair of Solar Energy UK, to unpack the realities of delivering large-scale solar in Great Britain, from the aftermath of the connections queue reform to the future role of co-located batteries, the Warm Homes Plan, and what it actually takes to build a solar career in 2025.Chapters00:00:03 Connection Reform Overview00:07:30 Gate Two Shakeout00:09:00 Solar M&A Activity00:13:30 Strategic Energy Planning00:18:30 Co-Located Solar Storage00:22:00 60GW Delivery Challenge00:24:30 EPC Workforce Gap00:28:30 CFD PPA Merchant Revenue00:33:00 Balcony Solar Growth00:37:47 Warm Homes Plan00:45:00 Future Solar Deployment Shift#SolarEnergy #EnergyTransition #RenewableEnergy #CleanPower #UKEnergy

The UK has a bold target to triple solar capacity within a single parliament, but the path from ambition to deployment is riddled with grid bottlenecks, workforce shortages, and revenue uncertainty.In this episode, Ed Porter sits down with Matt Black Managing Director of IG renewables and Chair of Solar Energy UK, to unpack the realities of delivering large-scale solar in Great Britain, from the aftermath of the connections queue reform to the future role of co-located batteries, the Warm Homes Plan, and what it actually takes to build a solar career in 2025.Chapters00:00:03 Connection Reform Overview00:07:30 Gate Two Shakeout00:09:00 Solar M&A Activity00:13:30 Strategic Energy Planning00:18:30 Co-Located Solar Storage00:22:00 60GW Delivery Challenge00:24:30 EPC Workforce Gap00:28:30 CFD PPA Merchant Revenue00:33:00 Balcony Solar Growth00:37:47 Warm Homes Plan00:45:00 Future Solar Deployment Shift#SolarEnergy #EnergyTransition #RenewableEnergy #CleanPower #UKEnergy

This week on Cleaning Up, Michael Liebreich sits down with Miguel Stilwell d'Andrade, CEO of EDP, one of the world's leading clean energy companies.From the front lines of the energy transition, Miguel explains why electricity demand in the United States is exploding, driven by AI, data centres, and re-industrialisation, and why this could make renewables one of the most attractive investments of the decade. He also shares how EDP transformed itself from an 80% coal-based utility into a company generating over 90% of its electricity from renewables.But the transition hasn't been entirely smooth. Miguel recounts the dramatic moment when Spain's grid collapsed, taking Portugal down with it, and what it taught him about resilience, grid stability, and the hidden challenges of running a modern clean power system.They also dive into:Why soaring power demand is changing energy economicsThe real story behind renewable costs and rising electricity pricesThe link between European competitiveness and energy independenceThe political and economic reality of investing in US clean energyWhy resilience may define the next phase of the transitionThis episode was recorded prior to the recent storms in Portugal. For more information on how EDP is responding to the storms, and what to do if you are affected by them, please visit: www.edp.comLeadership Circle:Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, Schneider Electric, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live.Links and more:EDP website: https://edp.com/enThe £60 Billion Plan To Rewire Britain | Ep227: John Pettigrew https://www.youtube.com/watch?v=S7Lg1A958aAThe Enormous Ambition Of Germany's New Grid Build Out | Ep233: Tim Meyerjürgens: https://www.youtube.com/watch?v=PQgUuJ-dx78The $60 Billion Plan For Europe's Largest AI Data Centre | Ep235: Robert Dunn https://www.youtube.com/watch?v=juAyLAUmU3wThe Price of Resilience - Ep8: Roger Dennis https://www.youtube.com/watch?v=CELQT31riDE

For over a thousand years, humans have been harnessing wind energy. It may have begun with small, grain‑grinding windmills in ancient Persia, but today you might spot Hoover‑Dam‑sized offshore turbines as you drive along the east coast. How did we get here? In this episode of Tiny Matters, we explore the first electric wind turbines built in the late 1800s, how government policies in the 1970s and '80s shaped the modern wind industry, and why giant offshore wind farms are suddenly in the news. We also clear up misinformation stemming from a Hollywood blockbuster as well as what we know about the impact of wind farms on whales, birds and bats.In this episode, we explore the surprising origins and evolution of one of modern medicine's most important tools: the clinical trial. We follow the development of experimental design across centuries to modern day randomized controlled trials and the debates about their limitations, trying to answer the question, “How do we know whether a treatment truly works?”Send us your science facts, news, or other stories for a chance to be featured on an upcoming Tiny Show and Tell Us bonus episode. And, while you're at it, subscribe to our newsletter!All Tiny Matters transcripts and references are available here.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Europe is not facing a crisis of ideas — it is facing a crisis of industrial depth.In this EUVC episode, Danijel Višević (Co-Founder & General Partner, World Fund), Heidi Lindvall (Founder & General Partner, Pale Blue Dot), Narina Mnatsakanian (Partner & Chief Impact Officer at Regeneration VC), Dr. Isabella Fandrych (Co-Founder and General Partner at Nucleus Capital), Jordan Billiald (Principal at IQ Capital), and Moritz Jungmann (GP at Future Energy Ventures) confront one of the defining questions of 2025:What does sovereignty actually mean?Danijel opens with history. In 1951, coal and steel powered conflict — so Europe integrated them. That integration was not symbolic. It was structural coordination under pressure. Europe repeated this reflex after the Berlin Wall, during COVID, and following the Russian gas shock. Europe does not collapse under pressure. It coordinates. But today, coordination must extend beyond policy — into capital markets and industrial systems.The structural gaps are stark. Europe produces less than 10% of the semiconductors it consumes. It imports the vast majority of rare earth materials. It raises significantly less venture capital than the United States. Only a fraction of European climate tech startups reach Series B. Europe can invent. It struggles to industrialize.Heidi reframes venture capital itself. Performance is necessary, but insufficient. Her equation is clear: Success = Performance × Trust. Trust — expressed through brand, values, and measurable impact — acts as a multiplier. Venture does not simply fund companies. It allocates the future. Narina reinforces the LP perspective: pension funds seek returns, but pensioners also seek stability, sustainability, and systemic resilience. Capital allocation is no longer purely financial. It is strategic.Dr. Isabella Fandrych shifts the conversation to materials. The energy transition is not just about electrons — it is about minerals: copper, lithium, nickel, manganese. Extraction today is geopolitically concentrated and environmentally destructive. Biology offers alternatives: microbes separating metals from rock, engineered proteins extracting minerals from waste streams, plants accumulating metals for harvest. Industrial decarbonisation is chemistry as much as energy policy.Jordan makes the case for baseload energy. Europe has reduced emissions partly through deindustrialization and outsourcing production. If Europe wants manufacturing, AI data centres, electrified transport, and economic resilience, it needs dense, dispatchable power. Renewables are essential — but intermittent. Nuclear remains one of the few proven zero-carbon baseload sources operating at scale. The debate, he argues, should be practical — not ideological.Moritz closes on infrastructure. Europe has built renewable capacity quickly. The constraint is no longer generation. It is grid orchestration. As energy systems decentralize, operators must manage volatile, distributed flows. The opportunity lies in software: orchestration, optimization, dynamic throughput management. Energy sovereignty is not just about producing electrons. It is about system design.Sovereignty in 2025 is not a slogan.It is an investment strategy.What's covered:00:30 Sovereignty redefined — from symbols to supply chains03:00 Europe under pressure — integration as a structural reflex06:00 The industrial gap — semiconductors, rare earths, and scale-up capital10:30 Venture as allocator — Success = Performance × Trust15:00 The LP lens — systemic capital and long-term responsibility19:00 The materials bottleneck — why decarbonisation is mineral-intensive23:00 Biology as infrastructure — new extraction paradigms27:00 Baseload power — nuclear as industrial policy32:00 The grid constraint — orchestration, optimization, software-defined systems38:00 Sovereignty as coordinated capital and industrial depth

BIG OIL'S STRATEGIC PIVOT PREVIEW FOR LATER: Liz Peek details how big oil companies are pivoting back to fossil fuels from renewables, recognizing the indefinite global demand for oil and new resources. Guest: Liz Peek SAN DIEGO1940

Provisional data from EirGrid, the operator and developer of Ireland's electricity grid, shows that 39% of electricity in January came from renewable sources. This compares to a similar figure for the same month last year, with official metered data showing that 40% of electricity in January 2025 was generated by renewables. Most of the renewable energy generated last month came from wind, amounting to 33% of all the electricity used in January. Total generation from wind energy was 1119 GWh (Gigawatt hours), compared to 1243 GWh in December. While solar power contributed just under 1% to the overall fuel mix in January, it still had a contribution to the fuel mix on brighter days, illustrating its benefit even during colder winter months. Generation from grid scale solar peaked at 371 MW (~8% of Ireland System Demand) on Wednesday 28 January at 12.45 pm. In addition, it is estimated an equivalent amount of embedded solar generation (mostly rooftop) occurred at this time, depressing total system demand. Gas generation accounted for 44% of all electricity used last month, and 16% was imported via interconnection. New all-time demand peaks for a Saturday and a Sunday were recorded in January. On Saturday, 3 January at 5.39 pm, demand reached 5297MW. This was the most demand on the electricity system on a Saturday for twelve months, with the previous record set on Saturday 4 January 2025. Similarly, on Sunday, 4 January, demand reached 5480MW at 5.31 pm. The previous record for peak demand on a Sunday was recorded on 30 November 2025. The overall electricity system demand stood at 3409 GWh in January,up from 3234 GWh in December and 2,894GWh in January 2025.2 While a new system peak demand of 6,024MW was set in January 2025, the peak demand this January did not surpass the 6,000 MW mark, standing at 5916 MW and recorded on Monday, 5 January at 5.47 pm. This is largely due to milder temperatures this January versus January 2025. Diarmaid Gillespie, EirGrid's Director of System Operations, said: "The high demand on the system that we have seen over recent months and that we expect at this time of year continued in January. "Notably, there were all-time demand peaks for a Saturday and a Sunday recorded in the month, with the record set on Saturday 3 January the highest that we have seen for a Saturday since the same weekend last year. Parts of the country experienced a cold snap with snow and ice over that first weekend of the year, which will in part explain the high level of demand on the electricity system. "Similarly to what our recent data shows us, January again saw a significant amount of renewable energy contributing to the overall fuel mix."

The One Big Beautiful Bill Act has had an immediate impact within the renewable energy space. Katie Burke, vice president, US Specialty Energy and Power growth leader at Marsh Specialty Energy and Power, shares key insights into the most important components of the Act, including the sunsetting of critical tax credits and the challenges of financing projects and accelerated timelines considering such repeals. With energy needs at an all-time high, renewable energy providers must use long-term, not short-term, strategies for the longevity of the industry.

After more than a decade of flat demand, the US power sector is now facing explosive growth, arriving faster than grids, generation, and transmission can be built. In this episode, Interim host of Interchange Recharged Bridget van Dorsten is joined by Chris Seiple, Vice Chairman of Power & Renewables at Wood Mackenzie, to unpack one of the defining challenges facing the modern energy system: how utilities, developers, and policymakers are responding to an unprecedented surge in electricity demand driven by data centres, AI, and reshoring manufacturing. Bridget and Chris explore what makes this moment different, why planning cycles are colliding with short technology investment horizons, and how this mismatch is forcing a fundamental rethink of how the power business works, from energy policy to energy finance. The main point is that the difference between regulated and deregulated markets is widening, as vertically integrated utilities strengthen their advantage in managing large loads.New mechanisms like large-load tariffs are reshaping rate design, investment risk, and affordability - Chris explains how. Plus, deregulated markets may be approaching a tipping point, as traditional price signals struggle to accommodate demand arriving at this scale and speed. What does it all mean for energy?Crucially, the episode looks beyond the immediate crunch to the longer-term implications for the energy transition. From renewable energy and solar energy pipelines to grid resilience, transmission innovation, and behind-the-meter solutions, this demand boom could become a powerful catalyst for clean tech, clean technology, and energy innovation, even as subsidy regimes change and capital costs rise.The discussion also touches on the role of hydrogen, nuclear, and emerging grid technologies in supporting future energy projects, and why this period of rapid load growth may ultimately accelerate decarbonisation rather than slow it. If you're tracking climate policy, climate change, green finance, and long-term energy predictions, this episode is for you; hear why today's data centre boom could shape the next several decades of the power system.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Luca Pedretti, Co-Founder, Pexapark, returns to discuss how volatility, market design, and new contract structures are transforming power markets and renewable economics. What begins with PPA pricing quickly evolves into a broader conversation about where value is now created in the clean energy system.We start with the growing importance of IFRS 13 fair value accounting. In increasingly volatile markets, long-term forecasts are no longer sufficient. Market-implied PPA prices are moving faster than fundamentals and are becoming a key signal for future capture rates and risk, forcing investors to reassess how renewable assets are valued.The discussion then turns to Flexibility Purchase Agreements (FPAs), including tolls and floors for batteries. FPAs reflect a fundamental shift from generation toward flexibility and optimisation, as renewable-heavy systems face cannibalisation, negative prices, and widening price spreads.With clean sources now accounting for nearly half of EU power generation, these side effects are becoming structural. Solar capture rates have dropped sharply in markets such as Germany, negative prices now occur in thousands of hours across Europe, and curtailment and balancing costs are rising. Batteries have become the system's primary response.We also explore how the buyer landscape is shifting. Hyperscalers and data centres are increasingly driving private PPAs, utilities are regaining relevance through trading and optimisation, and stand-alone renewable PPAs are showing signs of saturation. Despite this, capital deployment across clean energy continues to grow, signalling a reallocation of value rather than a slowdown.The conversation concludes with a look ahead. Many renewable assets financed under merchant assumptions are now misaligned with today's pricing reality. Battery tolls and floors are scaling quickly, consolidation among IPPs is accelerating, and capture rates remain unstable. The open question remains whether any buyers are willing to pay a green premium for co-located and hybrid projects in a market where flexibility has become central to value creation.Link to Pexapark reportsIPPs:https://go.pexapark.com/next-gen-ipp-playbookRenewables Market Outlook 2026 - The Big Repricing: How volatility and BESS reshape clean energy markets (PPAs and FPAs): https://go.pexapark.com/market-outlook-2026  

Demand for home batteries in Australia has taken off, with a generous government subsidy prompting more people to add power storage to their solar panel set up. More people installed a battery in the second half of last year than during the previous five years. Renewable power generation also made up half of the nation's power supply last quarter.Today, Tony Wood from the Grattan Institute on what the surge in home batteries and renewables in the grid means for everyone's power bills now and into the future.Featured: Tony Wood, Energy and Climate Change Senior Fellow at Grattan Institute 

Recorded live at the Energy Transition Centre in Calgary, David, Sara, and Ed took on one of the toughest questions in Canadian climate politics: what does energy transition actually look like for Alberta? They dug into emissions, economics, diversification, and the uncomfortable trade-offs that tend to get glossed over in public debate. It's a fun conversation with an extended Q&A from the live audience. Just a note, unfortunately we had some mic issues so apologies for any audio hiccups you might notice. 

This series of storms highlights the need to rethink how electricity is priced for consumers in the United States. Wind and solar receive subsidies, have no end-of-life funds, and incur no grid-resilience costs when they can't generate. The current pricing model also does not include grid resiliency costs and the additional maintenance required for natural gas turbines to spin up and down during wind and solar generation. The additional maintenance costs are just passed on to consumers, who don't realize they are caused by wind and solar installations. The main topics discussed in this Energy News Beat Stand Up are:1. The impact of recent winter storms on the U.S. energy grid and the performance issues with renewable energy sources like wind and solar during peak demand periods. The speaker argues that wind, solar, and storage need to be repriced to account for the additional costs they impose on the grid.2. The launch of "Project Vault" by the Trump administration to establish a strategic critical minerals reserve and reduce U.S. dependence on foreign suppliers, especially China. The speaker highlights several companies that are expected to benefit from this initiative.3. Siemens Energy's $1 billion investment to expand manufacturing of grid equipment in the U.S., creating 1,500 new jobs. The speaker praises the "approachability" of the Trump administration and the Department of Energy, which he says has made it easier for companies like Siemens to invest in Republican-led states.4. The decline in OPEC oil production in January 2026, largely due to political turmoil in Venezuela. The speaker discusses the complexities of the global oil market, noting that "not all oil is created equal" and that OPEC is taking a cautious approach to production quotas and cuts.5. India's continued imports of Russian oil, despite pressure from the U.S. to reduce reliance on Russian energy. The speaker argues that he does not fault India for buying cheap Russian oil, but criticizes California for importing Russian oil-derived jet fuel, which he sees as a national security risk.6. The need for more truthful and fact-based reporting on energy issues by the mainstream media, which the speaker believes is often biased in favor of renewable energy.1.Overreliance on Renewables Leaves Americans Out in the Cold, and Paying More for Electricity2.Trump's Project Vault Gives US Critical Minerals a Boost3.Siemens Energy Commits $1 Billion to Ramp Up Manufacturing in US, Impacting Grid Equipment4.OPEC Output Fell Last Month Due to Venezuela Turmoil5.Oil Rises Amid Conflicting Reports on Iran6.India Is Expected To Only Slowly Reduce Its Import Of Russian Oil7.When will the Mainstream Media Report the Truth on Energy? Nick Deluliis Stops By to Talk about the Truth In EnergyShout out to Steve Reese and the Reese Energy Team at https://reeseenergyconsulting.com/Sources: theenergynewsbeat.substack.com, nationalreview.com, Grok, electrek.co, eia.gov Get your CEO on the podcast: https://sandstoneassetmgmt.com/media/Is oil and gas right for your portfolio? https://sandstoneassetmgmt.com/invest-in-oil-and-gas/

Colin Harper is a veteran Bitcoin journalist, who is known for the well-researched articles that he wrote for Coin Central, Bitcoin Magazine, Luxor Mining, and Blockspace Media. More recently, he became the co-host of the Blockspace Podcast. In this episode, we talk about Colin's insights into Bitcoin mining, the relevance of the recently-revealed Epstein files, and his approach to doing journalism. Read the article about this interview: https://bitcoin-takeover.com/s17-e7-colin-harper-bitcion-mining-epstein-emails-journalism/ Time stamps: 00:01:12 Reminiscing Berlin & Early Bitcoin Conferences 00:02:17 Marxism, Socialism, and Bitcoin's Political Spectrum 00:04:00 Bitcoin's Current State & Market Sentiment 00:06:48 Four-Year Cycle & Institutional Adoption 00:07:54 Global Macroeconomics & Liquidity Issues 00:09:43 Quantum Computing Threats & Upcoming OP_NEXT Conference 00:11:52 Exponential Technologies & Market Perception 00:13:38 Braiins BMM & Hashpower 00:15:06 Cloud Mining & Hash Power Marketplace 00:17:33 Mining Revenue, Hash Price, and Market Trends 00:18:20 Block Space Podcast Evolution & US Mining Shift 00:20:20 US Power Grid, Renewables, and Mining Economics 00:24:49 Public Miners, Shareholder Duties, and ASIC Depreciation 00:27:49 Mining Revenue, Ordinals, and Layer 2s 00:38:41 Stablecoins, Bitcoin's Use Case, and Payments 00:45:42 Paper Bitcoin Summer & Treasury Companies 00:48:04 Treasury Company Capital Structures & Market Impact 00:58:08 Michael Saylor, Leverage, and Market Psychology 01:03:38 Epstein Files, Bitcoin Developers, and MIT Media Lab 01:16:51 Epstein, Block Size Wars, and Regulatory Influence 01:19:48 Closing Remarks & Podcast Plugs

This week on the podcast, Peter and Jackie review some of the latest developments in clean energy and the broader energy transition — including a discussion of terminology, with Peter advocating for a return to the older term “alternative energy”. They begin by discussing Bloomberg New Energy Finance's latest “Energy Transition Investment Trends (2026)”, which finds that global investment in the energy transition reached a record $2.3 trillion in 2025, up 8 % from 2024. Next, they review a set of charts from a 200-slide deck released by Nat Bullard, an annual presentation on the state of decarbonization. Nat describes himself as a “climate-focused keynote speaker, board-level strategist, consultant, and advisor.”  His side deck provides a comprehensive overview of the latest data across a wide range of energy types. Finally, the hosts discuss a couple of new papers by Peter Tertzakian: one titled “Venezuela's Fiscal Competitiveness” and another called “Oil, Mercantilism, and the Return of Gunboat Economics”. In this segment, they debate the impact of Venezuela's high government take, which has contributed to declining production, and consider recent reforms to the country's oil and gas sector aimed at attracting foreign investment.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 

In an effort to make their farms more environmentally and economically sustainable, some farmers are experimenting with agrivoltaics: growing crops underneath solar panels. This dual harvest is working for some, but what will it take for agrivoltaics to work on a larger, more industrial scale? Joining Host Ira Flatow are journalist Jana Rose Schleis and environmental economics expert Madhu Khanna.Guests:Jana Rose Schleis is a news producer at KBIA in Columbia, Missouri. Her podcast series, “The Next Harvest,” is available on podcast platforms.Dr. Madhu Khanna is a professor of environmental economics and director of the Institute for Sustainability, Energy, and Environment at the University of Illinois Urbana-Champaign.Transcripts for each episode are available within 1-3 days at sciencefriday.com. Subscribe to this podcast. Plus, to stay updated on all things science, sign up for Science Friday's newsletters.

In a speech last week in a speech at the World Economic Forum, President Trump said China was making a lot of wind turbines, but not using much wind power in their own country. Is that right? China studies professor Jeremy Wallace joins Host Ira Flatow to talk about the renewable energy landscape in China. They'll dig into how China is flooding the world with affordable solar technology, making it the cheapest form of electricity in history. Plus, what energy tech China is manufacturing, what it's using domestically, and what it's exporting.Guest: Dr. Jeremy Wallace is the A. Doak Barnett Professor of China Studies at Johns Hopkins UniversityTranscripts for each episode are available within 1-3 days at sciencefriday.com. Subscribe to this podcast. Plus, to stay updated on all things science, sign up for Science Friday's newsletters.

The cost of living crisis is getting worse and worse, and it's not by accident.#WeNeedToTalk about why everything feels more expensive right now. Utility bills are rising year over year, healthcare costs are spiraling, and recent policy choices — including the “Big Beautiful Bill” — are making things worse by cutting over $1 trillion from Medicaid and stripping away renewable energy incentives that would lower costs for families. Renewables remain the most affordable and fastest-to-deploy energy solution, but incentives are being blocked while fossil fuels receive massive handouts.In this live conversation, I break down what's happening through the lens of faith, justice, and shared humanity, because these aren't just policy issues, they're dignity issues. And if we care about our neighbors, our communities, and the people most impacted by these rising costs, we have a responsibility to stay informed and hold our elected representatives accountable.What We Can Do* Stay informed about how rising utility and healthcare costs are connected to policy decisions.* Contact your elected representatives and tell them affordability, renewable energy, and healthcare access must be prioritized.* Support renewable energy expansion, since it is the cheapest and fastest solution to lowering bills long-term.* Share accurate information with friends, family, and community members to push back against misinformation.* Advocate for Medicaid protections, especially for children, seniors, disabled individuals, pregnant people, and rural communities.* Have compassionate conversations in your circles, using data and personal stories, to help others understand the human impact.* Strengthen community care networks, checking in on neighbors, elders, and vulnerable families who might be struggling.* Use your faith and values as a guide, grounding your advocacy in love, dignity, and collective responsibility.* Support local mutual aid or community organizations that help families bridge the gaps created by policy failures.* Raise awareness online, amplifying justice-centered voices and keeping attention on the communities most impacted.#WeNeedToTalk is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit malyndahale.substack.com/subscribe

In Episode 537 of District of Conservation, Gabriella discusses how renewables have gone dark in many of the areas impacted by Winter Storm Fern, how state policymaking invites unstable grids, the need for new pipelines in the Northeast, and why energy abundance policies will catch on in the states. Tune in to learn more!SHOW NOTESPresident Trump Endorses Consumer Regulated Electricity (CRE)Javier Blas Tweet on Five ISOs/RTOSISO New England Realtime StatusCoal Power in Winter Storm FernLiz Bowman PipelinesISO New England: Electrocute EverythingNYISOPJMERCOTElectricity Maps

The infrastructure fund industry has become one of the most powerful engines behind the rise of renewables and datacenters. With Zak Bentley, Americas Editor, Infrastructure Investor (part of the PEI Group), Laurent and Gerard cut through the noise to deliver a clear-eyed view of where the infrastructure market really stands today.  2025 smashed fundraising records, with c.USD300bn raised, but it also laid bare an uncomfortable truth: this is a market in consolidation mode. Capital is concentrating fast, and the biggest platforms are pulling further ahead.  Global Infrastructure Partners set a new benchmark with its USD25.2bn Fund V, the largest infrastructure fund ever raised. Macquarie closed more than USD8bn for Infrastructure Partners VI, including co-investments, while Blackstone raised USD5.5bn for Strategic Partners Infrastructure IV, the largest infrastructure secondaries fund to date. Brookfield, KKR, Copenhagen Infrastructure Partners, and Ardian were also among the clear winners. Scale matters, and the leaders are taking an ever-larger share of the pie.  Fundraising may look healthier on the surface, but the process has become longer and harder. Time on the road has stretched to around 25 months, meaning a large portion of the capital “raised” in 2025 was secured across 2023 and 2024. This is not a detail; it is the clearest symptom of the barbell dynamic now dominating infrastructure fundraising, where capital flows either to the very largest platforms or to highly differentiated specialists.  Sector trends are also evolving. Airports and toll roads, written off after COVID, are back in favour. Social infrastructure is fading. ESG has been reset, not abandoned, and gas infrastructure is once again being embraced, often relabelled as energy transition to make it palatable. Datacenters sit at the centre of everything, hoovering up capital and pulling renewables and grid infrastructure along with them.  The discussion goes straight at the hard questions: are genuinely new sectors emerging, can today's giants realistically keep getting bigger, and is there still room for ultra-specialised strategies? The answer is increasingly clear. Bigger is not automatically better. Investors are becoming far more selective, and many are shifting capital toward focused, mid-market funds that offer expertise rather than sheer scale.  -----Berlin Infrastructure Conference – 24 to 27/3https://www.peievents.com/en/checkout/?peievcc-event-id=113021    Link to Nat Bullard – 200 pages yearly deck https://www.nathanielbullard.com/presentations      

Episode Summary: In this episode of the Solar Maverick Podcast, host Benoy Thanjan sits down with Abu Riaz, CEO and Founder of AMS Renewables, to discuss what it takes to scale a solar and storage EPC in today's rapidly evolving clean energy market. Abu shares how AMS Renewables grew out of a traditional construction background into a fast-scaling EPC platform, executing projects across commercial, community solar, and utility-scale segments. The conversation highlights why construction discipline, capital planning, and execution are critical differentiators in solar and storage development. Key topics include: How AMS Renewables evolved from C&I rooftop projects to large-scale community solar Why solar is fundamentally a construction-driven business The front-loaded capital and procurement challenges EPCs face at NTP Scaling without outside investors and maintaining operational flexibility Navigating industry disruption, EPC bankruptcies, and talent shifts The growing opportunity in solar + storage and standalone storage projects Managing risk, due diligence, and vendor compliance in a changing regulatory environment Leadership lessons from building a resilient EPC through market cycles This episode is a must-listen for developers, EPCs, and clean energy entrepreneurs looking to build durable, execution-focused businesses in the solar and storage industry.   About the Solar Maverick Podcast The Solar Maverick Podcast is a leading clean energy podcast hosted by Benoy Thanjan, Founder and CEO of Reneu Energy. The show features in-depth conversations with industry leaders, entrepreneurs, investors, and policymakers shaping the future of solar, storage, and the global energy transition.   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.   Abu Riaz, Founder & CEO of AMS Renewable Energy Abu Riaz is the Founder and Chief Executive Officer of AMS Renewable Energy, a solar and energy storage EPC (“Engineering, Procurement, and Construction”) firm based in New York focused on delivering large-scale distributed solar and storage solutions across the United States. Under his leadership, AMS has grown into a nationally respected solar EPC with deep expertise in project execution, from pre-construction planning through engineering, procurement, and construction management.  Abu holds a degree in Mathematics and Finance from Columbia University and continually expands his industry knowledge through ongoing education in energy and finance, grounding his business strategy in both technical rigor and financial insight.  Throughout his tenure, he has guided AMS Renewable Energy in completing numerous solar projects and scaling its capabilities, including strategic initiatives to expand the company's portfolio and service footprint. AMS is known for its commitment to quality, integrity, and delivering high-performance renewable energy assets for developers, independent power producers, and community solar stakeholders.  Under Abu's leadership, AMS has also pursued industry growth through strategic moves such as its acquisition of Collective Solar, enhancing AMS's construction capacity and positioning the firm to meet rising demand for distributed solar solutions across the Northeast and beyond.    Stay Connected: Benoy Thanjan Email: info@reneuenergy.com  LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com Website: https://www.solarmaverickpodcast.com/       Abu Riaz     Website: https://www.amsepc.com/     Linkedin:  https://www.linkedin.com/in/abu-riaz-5a442663/   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.

In this episode of Mining Stock Education, host Brian Leni interviews Elliott Gue, the editor and chief analyst at Energy Bulletin. Elliott discusses the current geopolitical landscapes affecting energy markets, future energy demand, and investment opportunities. He provides an in-depth analysis of Venezuela's misunderstood oil reserves and its potential production capabilities. Furthermore, Elliott outlines the long-term forecast of a major energy crisis emerging from rising global demand, decreasing non-OPEC supply, and limited OPEC spare capacity. He advises investors to look at various sectors such as US refineries, oil services companies, and upstream natural gas producers as potential opportunities to mitigate and profit from the anticipated energy shortages by 2028-2030. 00:00 Introduction 01:27 Venezuela's Oil Reserves: Myths and Realities 04:55 Investment Needs for Venezuela's Oil Industry 09:19 Impact on US Refineries and Global Oil Market 17:00 Geopolitical Factors and Oil Market Dynamics 24:58 Future Energy Crisis and Strategic Importance of Venezuela 27:43 China's Energy Strategy: Build First, Break Later 29:16 India's Energy Growth and Challenges 31:17 Global Competition for Energy Commodities 32:41 The Role of Natural Gas in the US Energy Market 35:31 Renewables and Grid Scale Storage 41:20 Investment Strategies in the Energy Sector 47:41 Elliott's Newsletter and Final Thoughts Elliott's website: https://energyandincomeadvisor.com/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

In this episode, we chat about the Trump administration's $15 billion initiative encouraging tech companies to buy power plants, aiming to address the escalating energy demands from AI and machine learning. We explore how this impacts the future of AI infrastructure and energy policy. Chapters 00:00 AI's Power Hunger 01:48 Trump Admin's Plan 10:07 Energy Source Debate 13:30 Accountability for Consumption In this episode, we explore the Trump administration's proposal for tech companies to invest $15 billion in power plants to meet the surging electricity demands of AI and data centers. We also discuss its potential impact on America's power grid, consumer costs, and the national effort to remain competitive in the global AI race. Chapters 00:00 $15 Billion Power Plant Deal 01:48 PJM Grid Operator & Energy Needs 04:44 Alternative Power Solutions 06:45 The Trump Administration's Plan 10:05 Renewables vs. Consistent Power 13:33 Addressing Critiques and Future Links • Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.ai: https://aibox.ai • AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchafer: https://www.youtube.com/@JaedenSchafer • Join my AI Hustle Community: https://www.skool.com/aihustle: https://www.skool.com/aihustle

In this episode, we explore the entrepreneurial opportunities arising from the Trump administration's $15 billion power plant proposal for tech companies fueling AI, ChatGPT, and other platforms. We identify potential avenues for making money in the energy sector vital for AI growth. Chapters 00:00 AI's Power Hunger 01:48 Trump Admin's Plan 10:07 Energy Source Debate 13:30 Accountability for Consumption In this episode, we explore the Trump administration's proposal for tech companies to invest $15 billion in power plants to meet the surging electricity demands of AI and data centers. We also discuss its potential impact on America's power grid, consumer costs, and the national effort to remain competitive in the global AI race. Chapters 00:00 $15 Billion Power Plant Deal 01:48 PJM Grid Operator & Energy Needs 04:44 Alternative Power Solutions 06:45 The Trump Administration's Plan 10:05 Renewables vs. Consistent Power 13:33 Addressing Critiques and Future Links • Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.ai: https://aibox.ai • AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchafer: https://www.youtube.com/@JaedenSchafer • Join my AI Hustle Community: https://www.skool.com/aihustle: https://www.skool.com/aihustle

In this week's episode of Energy Transition Today, we begin with all things offshore wind. From the stumbles of last year to the record success of UK's AR7 tender and what that mean for offshore wind targets for 2026.On to news, we breakdown financing for a host of technologies including solar, onshore wind and data centres.00:00:58 | 2025 offshore wind auction failures00:10:11 | 2026 offshore wind outlook and UK AR7 results00:27:47 | Financing and M&A news across EuropeHosts: Maya Chavvakula and Leonard MüllerThis epsiode was edited by Leonard Müller. Reach out to us at: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratia For tickets to our events email conferences@inspiratia.com or buy them directly on our website. Listen to all our episodes on Apple Podcasts, Spotify, and other providers. Music credit: NDA/Show You instrumental/Tribe of Noise©2025 inspiratia. All rights reserved.This content is protected by copyright. Please respect the author's rights and do not copy or reproduce it without permission.

Texas Leads the Energy Transition for High-Tech DemandsPREVIEW FOR LATER: GUEST BUD WEINSTEIN. Bud Weinstein explains how Texas has become number one in wind and solar energy to power massive data centers. Despite the growth of renewables and batteries in the western state, fossil fuels remain a permanent fixture of the energy mix to meet 21st-century electricity demands.1886 EL PASO

One year into his return to the White House, President Donald Trump is exerting a major impact on the US energy landscape. With policy direction shifting rapidly, the administration's moves on fossil fuels, regulation and geopolitics are already rippling through markets, supply chains and long-term energy transition plans. In this episode, Dan Testa is joined by Jasmin Melvin, senior editor at S&P Global Energy and head of The Energy Daily, to address whether the US is headed for a renewed fossil-fuel boom, what that means for clean energy, and whether there is still room for a durable, balanced energy strategy in the years ahead. Jasmin spoke with Maya Weber, senior editor at S&P Global Energy, to break down the most consequential policy shifts so far. The conversation then turns to industry and market impacts, with Dustin Meyer, senior vice president at the American Petroleum Institute, and JC Sandberg, chief policy officer at the American Clean Power Association.

Happy New Year energy nerdsAs tradition demands (and lawyers insist), the first episode of the year is the annual ritual where Gerard, Laurent, and Michael boldly predict the future of the energy transition… and then publicly roast themselves for last year's bad calls.Before unleashing our 2026 Predictions, we do a mandatory rewind to the crystal-ball disasters of 2025: The 2025 prophecy graveyard:US oil production down in 2025 (MB — bold, brave… wrong)Oil at $40/bbl in 2025 (GR — oof)Geopolitics + broken supply chains + energy chaos = a better, more innovative world (LS — still hoping)A bloodbath for hydrogen in transportation (MB — disturbingly accurate)Record installs: Solar 700GW, EVs 20m, Batteries 200GWh (spot on)The death of all things labelled ESG, Climate, and Carbon (LS — prematurely optimistic)Scorecard: Gerard absolutely nailed Silver: from $30/oz to $60/oz in 18 months. BP technically survived 2025… but welcomed a new CEO, so partial credit at best.Michael wins overall, which he will remind us of repeatedly. After heroic levels of co-host sabotage, Laurent loses again, as is now canon.Our 2026 Predictions:

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