Podcasts about renewables

Kaz and Tubes are joined by Amelia Pearson from the Monash Climate Change Communication Research Hub, to fact check whether Tasmanian power bills should be rising, when most of our state’s electricity comes from renewables.See omnystudio.com/listener for privacy information.

Ella Teperi, GM for Market & Financial Analysis at Wärtsilä Energy, spoke to Clarence Ford on why simply adding renewables isn’t working for African microgrids. Views and News with Clarence Ford is the mid-morning show on CapeTalk. This 3-hour long programme shares and reflects a broad array of perspectives. It is inspirational, passionate and positive. Host Clarence Ford’s gentle curiosity and dapper demeanour leave listeners feeling motivated and empowered. Known for his love of jazz and golf, Clarrie covers a range of themes including relationships, heritage and philosophy. Popular segments include Barbs’ Wire at 9:30am (Mon-Thurs) and The Naked Scientist at 9:30 on Fridays. Thank you for listening to a podcast from Views & News with Clarence Ford Listen live on Primedia+ weekdays between 09:00 and 12:00 (SA Time) to Views and News with Clarence Ford broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/erjiQj2 or find all the catch-up podcasts here https://buff.ly/BdpaXRn Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567See omnystudio.com/listener for privacy information.

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.

Friday 30 January 2026 Renewable energy provides the majority of electricity across the nation during the December quarter, for the first time. Senior Liberals meet without Sussan Ley to discuss the party’s leadership Tesla to stop making Model S and Model X EVs as the company pushes into robotics A good day for uranium and a bad one for rare earths The EU and India do a mega trade deal Join our free daily newsletter here. And don’t miss the latest episode of How Do They Afford That? - this week, inside the Frugal February challenge. Get the episode from APPLE, SPOTIFY, or anywhere you listen to podcasts.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

Friday 30 January 2026 The top five business stories in five minutes, with Sean Aylmer and Michael Thompson. Renewables provide 51pc energy Lib leadership tussle Good day for uranium, bad for rare earths EU, India mega trade deal Tesla to dump EV models Join our free daily newsletter here. And don’t miss the latest episode of How Do They Afford That? - this week, inside the Frugal February challenge. Get the episode from APPLE, SPOTIFY, or anywhere you listen to podcasts.Support the show: http://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

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.

AusNet spokesperson Karen Winsbury has backed the Energy Minister's claim.See omnystudio.com/listener for privacy information.

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.

January 2026 Sustainable Stock and ETF Picks… Covers the world's most sustainable companies, cleantech and renewable energy stocks, and more. By Ron Robins, MBA Transcript & Links, Episode 163, January 23, 2026 Hello, Ron Robins here. Welcome to my podcast episode 163, published on January 23, 2025, titled "January 2026 Sustainable Stock and ETF Picks." This podcast is presented by Investing for the Soul. Investingforthesoul.com is your go-to site for vital global, ethical, and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. I have a huge crop of 24 articles for you in this podcast! Note: Some companies are covered more than once. Now with so many articles to potentially cover, I've chosen 6 to quote from. The other 18 can be found with their titles and links on the webpage for this podcast edition. ------------------------------------------------------------- The 2026 Global 100 list puts speed in the spotlight The first article I'm quoting from is hot off the press and is about one of my favourite company rankings! It's titled The 2026 Global 100 list puts speed in the spotlight on corporateknights.com. The introduction is by Tristan Bronca. Here's some of what he says. "As the global economic transition accelerates, more companies are recognizing that sustainability isn't just good marketing – it's good for business, too… This was the animating spirit of the new methodology behind the Corporate Knights Global 100 ranking. The revised methodology introduces 'sustainable revenue momentum' to measure how fast companies are growing their sustainable revenues. A change of method Last year, sustainable revenues and investments together accounted for 50% of the score, and the other 50% was scored across 22 common environmental, governance and social performance indicators (KPIs) such as water use, emissions, workplace fatalities, and diversity on the board and among executives. The change has reordered the deck in a big way… A dramatic departure? 'In terms of performance, the G100 companies are back in top form, beating the benchmark MSCI AWCI index over the past year,' Toby Heaps says, referring to a stock market index of 85% of global investable equities across almost 50 countries." End quotes. Incidentally, the top five companies are ERG SpA (ERG.MI), Pandora A/S (PNDORA.CO), EDP Renováveis SA (EDP.LS), Fluence Energy, Inc. (FLNC), and Taiwan High Speed Rail Corp. (2633.TW). ------------------------------------------------------------ Top 4 Clean Tech Companies to Watch in 2026 This next article brings us back to highly familiar territory. It's titled Top 4 Clean Tech Companies to Watch in 2026 on carboncredits.com and is by Jennifer L. Here are some brief quotes. "1. NextEra Energy (NEE) is the largest clean energy company in the world. It owns and operates wind farms, solar fields, and battery storage systems across the United States… NextEra has also increased its dividend for more than 26 years in a row. 2. First Solar (FSLR) is one of the top makers of solar panels worldwide. It uses a technology called thin‑film photovoltaic modules. These panels are lighter, use fewer raw materials, and often perform better in hot climates compared to traditional silicon panels. The company builds large solar power plants that send power to utilities and corporate customers… Financially, First Solar is a strong player. Its market cap was around $24 billion in 2025, and it has shown double‑digit revenue growth. 3. Bloom Energy (BE) makes a special type of power generator called a solid‑oxide fuel cell. These units produce electricity efficiently and with low emissions. Customers include data centers, large buildings, and industrial sites that need reliable power without high carbon output. Bloom's fuel cells can run on hydrogen or biogas, which makes them flexible for future clean energy systems… Premium financial news reported that its stock jumped more than 410 % in 2025 after strong earnings results. 4. Plug Power (PLUG) focuses on hydrogen fuel cell systems. Its products are designed to replace traditional batteries and fossil fuels in heavy equipment, forklifts, and industrial vehicles. The company is also building hydrogen production and fueling infrastructure across North America and Europe. This supports a broader 'green hydrogen' economy… Plug Power has faced financial challenges, including consistent net losses and stock price volatility… Its long‑term growth story depends on hydrogen demand and policy support worldwide." End quotes. ------------------------------------------------------------- 3 ESG Stocks to Add to Your Portfolio for Sustainable Returns in 2026 - December 30, 2025 The third article I've chosen to quote from is titled 3 ESG Stocks to Add to Your Portfolio for Sustainable Returns in 2026 - December 30, 2025 on zacks.com. It's By Aniruddha Ganguly. Now, some quotes from the article. "1. NVIDIA (NVDA) achieved 100% renewable electricity for all its global offices and controlled data centers in fiscal 2025. This Zacks Rank #1 (Strong Buy) company targets to reduce direct emissions by 50% for operations (Scope 1) and electricity consumption (Scope 2) by 2030… The Zacks Consensus Estimate for fiscal 2026 increased a couple of cents to $4.66 per share, indicating 55.9% growth from the figure reported in fiscal 2025. (NVDA - Free Report). 2. IDEXX Laboratories (IDXX) is a developer, manufacturer and distributor of products and services primarily for the companion animal veterinary, livestock and poultry, water testing and dairy markets. IDEXX has set goals to reduce Scope 1 and 2 greenhouse gas emissions and aims to source 100% renewable electricity by 2030… This Zacks Rank #2 (Buy) company plans to improve diversity and representation of underrepresented groups… IDEXX shares have surged 66% in the trailing 12-month period. The Zacks Consensus Estimate for 2026 earnings has been steady at $14.42 per share, indicating 11.7% growth from the 2025 consensus estimate figure of $12.93 per share. (IDXX - Free Report). 3. Microsoft (MSFT) targets to become carbon negative, water positive, and generate zero waste by 2030… This Zacks Rank #3 (Hold) company is leveraging AI for Good Lab and tools like the Microsoft Planetary Computer to drive biodiversity conservation… Microsoft shares have returned 14.7% in a year. The Zacks Consensus Estimate for fiscal 2026 increased a couple of cents to $15.61 per share, indicating 14.4% growth from the figure reported in fiscal 2025. (MSFT - Free Report)." End quotes ------------------------------------------------------------- Top Renewable Energy Stocks To Watch Today This next article picks a few lesser-known, and for some sustainable investors, a few controversial companies for review. It's titled Top Renewable Energy Stocks To Watch Today on marketbeat.com and is by MarketBeat. Here are several brief quotes from the article. "1. Quanta Services (PWR) provides infrastructure solutions for the electric and gas utility, renewable energy, communications, and pipeline and energy industries in the United States, Canada, Australia, and internationally. Read Our Latest Research Report on PWR. 2. WEC Energy Group (WEC) through its subsidiaries, provides regulated natural gas and electricity, and renewable and nonregulated renewable energy services in the United States. It operates through Wisconsin, Illinois, Other States, Electric Transmission, and Non-Utility Energy Infrastructure segments. Read Our Latest Research Report on WEC. 3. NOV (NOV) designs, constructs, manufactures, and sells systems, components, and products for oil and gas drilling and production, and industrial and renewable energy sectors in the United States and internationally. Read Our Latest Research Report on NOV. 4. Clearway Energy (CWEN) operates in the renewable energy business in the United States. The company operates through Conventional and Renewables segments. Read Our Latest Research Report on CWEN. 5. HA Sustainable Infrastructure Capital (HASI) through its subsidiaries, engages in the investment of energy efficiency, renewable energy, and sustainable infrastructure markets in the United States. Read Our Latest Research Report on HASI. 6. Ameresco (AMRC) a clean technology integrator, provides a portfolio of energy efficiency and renewable energy supply solutions in the United States, Canada, Europe, and internationally. Read Our Latest Research Report on AMRC. 7. Gibraltar Industries (ROCK) manufactures and provides products and services for the renewable energy, residential, agtech, and infrastructure markets in the United States and internationally. Read Our Latest Research Report on ROCK." End quotes. ------------------------------------------------------------- Top Wind Energy Stocks Poised to Benefit From Clean Energy Transition My fifth article is titled Top Wind Energy Stocks Poised to Benefit From Clean Energy Transition on finance.yahoo.com. It's by Avisekh Bhattacharjee and originally published on zacks.com. In the US, the wind industry could be gaining ground despite President Trump's protestations. Here are some quotes from the article. "1. NextEra Energy (NEE) is a public utility holding company engaged in the generation, transmission, distribution and sale of electric energy. The Zacks Rank #2 (Buy) company's competitive energy business, NextEra Energy Resources LLC (NEER), is the leading generator of wind energy globally. NextEra Energy, Inc. (NEE): Free Stock Analysis Report. 2. PG&E (PCG) operates as the parent holding company of California's largest regulated electric and gas utility, Pacific Gas and Electric Company.  The Zacks Rank #2 company's exposure in wind energy stems from the procurement of power from several renewable resources. Pacific Gas & Electric Co. (PCG): Free Stock Analysis Report. 3. Arcosa (ACA) is a leading manufacturer of infrastructure-related products and services that serve the energy, construction and transportation markets. This Zacks Rank #2 company's Engineered Structures business continues to benefit from strong demand for its wind towers and engineered structures. Arcosa, Inc. (ACA): Free Stock Analysis Report. 4. Constellation Energy (CEG) is a well-recognised provider of electric power, natural gas and energy management services to 2 million customers across the continental United States. Constellation Energy operates 27 wind projects across 10 states… This Zacks Rank #3 (Hold) company is launching a $350 million initiative to increase the output and lifespan of its portfolio of renewable energy sources. Constellation Energy Corporation (CEG): Free Stock Analysis Report." End quotes. ------------------------------------------------------------- AI infrastructure stocks Lumentum, Celestica, Seagate beat Nvidia 2025 My final review article covers some old favourites. Its title is AI infrastructure stocks Lumentum, Celestica, Seagate beat Nvidia 2025 on cnbc.com. It's by Kif Leswing. Here are some brief quotes. 1. Nvidia has been the biggest infrastructure winner in the artificial intelligence boom, soaring in value by almost thirteenfold since the end of 2022 to a market cap of $4.6 trillion. 2. Lumentum based in San Jose, California, makes switches, transceivers and other optical laser-based parts that are needed for fiber-optic cables. Customers have typically been telecommunications carriers and device makers like Apple, which previously used Lumentum parts in its FaceID sensor… Lumentum's stock price has jumped 372% this year… lifting the company's market cap past $28 billion. Sales surged 58% in the most recent quarter from a year earlier to $533 million.  3. Western Digital is one of three major hard drive manufacturers, along with Seagate and Toshiba. Shares of the 55-year-old company are up almost 300% this year… 'Data is the fuel that powers AI, and it is HDDs that provide the most reliable, scalable and cost-effective data storage solution,' CEO Irving Tan said in October on an earnings call… Revenue is expected to increase about 23% in fiscal 2026, with growth slowing to 13% in 2027. 4. Micron is one of three major memory producers, alongside Samsung and SK Hynix, but the only one based in the U.S… Analysts from Morgan Stanley said in a December note that Micron's results showed the best revenue and profit upside in the 'history of the U.S. semis industry' — aside from Nvidia. Revenue is expected to almost double in the year ending in August, before dramatically slowing to 24% in fiscal 2027 and less than 1% in 2028, according to LSEG. 5. Seagate is also benefiting from booming demand for storage. The stock is up 231% this year. Sales rose 21% to $2.63 billion in the company's fiscal third quarter, which ended Oct. 3. The company said at the time that 80% of its sales go to the data center market. 'There is no question that AI is reshaping hard drive demand by elevating the economic value of data and data storage,' CEO Dave Mosley said on a call with analysts… Analysts expect 21% revenue growth this fiscal year, followed by increases of about 15% and 6% in the next two years, according to LSEG. 6. Celestica founded in 1994 as an IBM subsidiary, makes switches that connect networks together and manage the data and traffic flowing through them. The stock is up more than 230% this year… Analysts at Goldman Sachs wrote in a note Friday that Celestica supplies parts for Google's ASIC. 'The company should benefit in 2026 from being the leading provider of Google TPU rack level solutions,' the analysts wrote." End quotes. ------------------------------------------------------------- More articles from around the world with Sustainable Investment Picks for January 2026. 1. Title: These Infrastructure Stocks Could Quietly Power the AI Revolution on fool.com. By Matt DiLallo. 2. Title: Top Beaten-Down Data Center Infrastructure Stocks on seekingalpha.com. By Steven Cress. 3. Title: Meet the four most sustainable funds on the market for 2025 corporateknights.com. By CK Staff. 4. Title: 3 Green Energy Stocks to Watch for a Cleaner, More Sustainable 2026 on finance.yahoo.com. By Pulkit Chamria. 5. Title: Analysts See Triple-Digit Revenue Growth in 2026 for These 3 AI Infrastructure Stocks on wallst.com. By Rich Duprey. 6. Title: The Top Clean-Energy Stocks for 2026, According to an Investment Advisor on businessinsider.com. By Samuel O'Brient. 7. Title: Top 10 Companies for CSR and Sustainability in 2025 on thecsrjournal.in. By Hency Thacker. 8. Title: This Underrated Industrial Stock Could Be the Purest Play on AI Infrastructure on fool.com. By John Bromels. 9. Title: Sustainable Investing Trends to Watch in 2026 on sustainalytics.com. By Morningstar Sustainalytics. 10. Title: The most sustainable equity funds in 2026 on corporateknights.com. Introduction by Saint Ekpali. 11. Title: Top 10: Renewable Energy Companies on energydigital.com. By Charlie King. 12. Title: The Grid Gap Gamble: Why Bloom Energy is Defying the Clean Tech Downturn in 2026 on markets.financialcontent.com. By MarketMinute. 13. Title: Some of the Best Sustainable Companies Call This ETF Home on etftrends.com. By Todd Shriber. 14. Title: Cisco Systems a Top Socially Responsible Dividend Stock With 2.2% Yield (CSCO) on nasdaa.com. By BNK Invest. 15. Title: Top 10: Sustainable Investments 2026 on sustainabilitymag.com. By Charlie King. 16. Title: Why Bloom Energy (BE) Stock Is Trading Up Today on finance.yahoo.com. By Petr Huřťák. 17. Title: Barclays Calls This 1 AI Server Stock 'Best in Class' Amid Upgrade to 'Overweight' Rating on finance.yahoo.com. By Aditya Raghunath. 18. Title: A clean technology company on the verge of transformational growth on stockhouse.com. By Trevor Abes. ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast, "January 2026 Sustainable Stock and ETF Picks." Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these tumultuous times! Contact me if you have any questions. Thank you for listening. My next podcast will be on February 27th. See you then. Bye for now.   © 2026 Ron Robins, Investing for the Soul

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 episode, we examine the power requirements of AI tools like Midjourney and the Trump administration's $15 billion power plant proposal. We discuss how this initiative ensures stable energy for high-demand creative AI applications.Chapters00:00 AI's Power Hunger01:48 Trump Admin's Plan10:07 Energy Source Debate13:30 Accountability for ConsumptionIn 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.Chapters00:00 $15 Billion Power Plant Deal01:48 PJM Grid Operator & Energy Needs04:44 Alternative Power Solutions06:45 The Trump Administration's Plan10:05 Renewables vs. Consistent Power13:33 Addressing Critiques and FutureLinksGet the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustle See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, we explore the uncanny valley of AI's energy requirements, focusing on the Trump administration's $15 billion power plant initiative. We discuss the surprising and often overlooked aspects of powering advanced AI.Chapters00:00 AI's Power Hunger01:48 Trump Admin's Plan10:07 Energy Source Debate13:30 Accountability for ConsumptionIn 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.Chapters00:00 $15 Billion Power Plant Deal01:48 PJM Grid Operator & Energy Needs04:44 Alternative Power Solutions06:45 The Trump Administration's Plan10:05 Renewables vs. Consistent Power13:33 Addressing Critiques and FutureLinksGet the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustle See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, we discuss the energy consumption of platforms like ChatGPT and the Trump administration's $15 billion power plant proposal for tech companies. We highlight the implications for open-source LLMs and machine learning infrastructure.Chapters00:00 AI's Power Hunger01:48 Trump Admin's Plan10:07 Energy Source Debate13:30 Accountability for ConsumptionIn 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.Chapters00:00 $15 Billion Power Plant Deal01:48 PJM Grid Operator & Energy Needs04:44 Alternative Power Solutions06:45 The Trump Administration's Plan10:05 Renewables vs. Consistent Power13:33 Addressing Critiques and FutureLinksGet the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustle See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, we consider the Trump administration's $15 billion power plant initiative through the lens of non-profits, examining how stable energy for AI infrastructure can indirectly support their missions. We highlight the broader ecosystem of tech and energy affecting non-profit operations.Chapters00:00 AI's Power Hunger01:48 Trump Admin's Plan10:07 Energy Source Debate13:30 Accountability for ConsumptionIn 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.Chapters00:00 $15 Billion Power Plant Deal01:48 PJM Grid Operator & Energy Needs04:44 Alternative Power Solutions06:45 The Trump Administration's Plan10:05 Renewables vs. Consistent Power13:33 Addressing Critiques and FutureLinksGet the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustle See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, we discuss the Trump administration's $15 billion plan for tech companies to purchase power plants, examining its political implications and impact on AI. We provide an unbiased perspective on this controversial energy policy.Chapters00:00 AI's Power Hunger01:48 Trump Admin's Plan10:07 Energy Source Debate13:30 Accountability for ConsumptionIn 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.Chapters00:00 $15 Billion Power Plant Deal01:48 PJM Grid Operator & Energy Needs04:44 Alternative Power Solutions06:45 The Trump Administration's Plan10:05 Renewables vs. Consistent Power13:33 Addressing Critiques and FutureLinksGet the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustle See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, we provide an update relevant to Elon Musk's interests, discussing the Trump administration's $15 billion power plant proposal and its implications for AI. We consider how this impacts the future of technology and energy innovation.Chapters00:00 AI's Power Hunger01:48 Trump Admin's Plan10:07 Energy Source Debate13:30 Accountability for ConsumptionIn 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.Chapters00:00 $15 Billion Power Plant Deal01:48 PJM Grid Operator & Energy Needs04:44 Alternative Power Solutions06:45 The Trump Administration's Plan10:05 Renewables vs. Consistent Power13:33 Addressing Critiques and FutureLinksGet the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustle See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Subscribe to receive transcripts by email. Read along with this episode.'Global investment in the energy transition reached $2.2 trillion in 2025, up 5% from the previous year despite political headwinds intensified. Peter Fusaro has watched this market evolve from a niche curiosity into a systemic financial concern. As founder of the Wall Street Green Summit, he's spent a quarter century connecting capital to climate solutions. This year's summit, the 25th in its history, will take place on March 10 and 11 in New York. This critical conversation arrives at an historic inflection point: insurance companies are withdrawing from climate-vulnerable states, AI data centers are straining electrical grids, and the economics of clean energy have fundamentally shifted.The energy transition's bottleneck isn't capital, it's infrastructure. The U.S. went from 110 investor-owned utilities in 1992 to just 40 today, and consolidation meant underinvestment in transmission and distribution. Data centers consumed 2% of U.S. energy demand in 2020; Peter sees that climbing to 10-12% by 2030. Blackouts and brownouts are inevitable, he says. Yet his message is pragmatic optimism: ignore Washington and watch the capital markets and blue states where climate policy is embedded in law. Many companies are "green hushing," quietly pursuing sustainability without public positioning. The energy industry thinks in 40-year cycles, making the current political moment a blip. "I've spent 56 years now in sustainability, before it had a name," he says. "What I've learned is change takes decades."Peter argues that Wall Street has genuinely internalized climate as systemic risk—not because of ideology, but because of opportunity. "Wall Street likes exchanges, likes to trade, likes volatility, and certainly likes uncertainty," he explains. "What people don't understand about Wall Street, it's about the edge. What's the arbitrage opportunity?" The reinsurance industry has stepped forward aggressively, funding carbon credits and sustainability projects. Peter's recent Earth911 article, "Climate Risk Has Become a Defining Economic Issue," explores these themes in depth.However, he sees natural gas and renewables dominating the next 15 years, while geothermal is enjoying a genuine renaissance. His optimism rests on a demographic bet: "I have a tremendous valuation on young people. I'm 75. They're inheriting this world, and they get the sustainability message globally." The summit attendees includes no government officials and no academics, just people in the trenches building and financing solutions.You can learn more at TheWallStreetGreenSummit.com. Earth911 is a media sponsor for the event.Subscribe to Sustainability In Your Ear on iTunesFollow Sustainability In Your Ear on Spreaker, iHeartRadio, or YouTube

Marine Renewables Canada's Executive Director Elisa Obermann joins host Francis Bradley for an update on what's new in the marine renewables space in Canada, a space on the verge of big changes and growth. They talk about the future vision of the sector, the role marine renewables will play in remote and Indigenous communities, the current state and prospects for tidal, offshore wind, wave and river current energy. They also discuss the need for more coordinated regional planning, supply chain challenges, and the potential impacts of trade pressures. Elisa emphasizes the need for regulatory certainty to attract investment and ensure the sector's competitiveness. They close the conversation with Elisa's recommendation for an addition to the Flux Capacitor Book Club. Links: Marine Renewables Canada: Elisa Obermann at Marine Renewables Canada Elisa Obermann on LinkedIn Book recommendation:The Berry Pickers, by Amanda Peters

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.

Predicting the Unpredictable: Energy and Geopolitics in 2026 This week, Peter and Jackie kick off the year with their 2026 outlook. They begin by asking a fundamental question: How relevant are predictions in an increasingly unpredictable world? While acknowledging the limits of forecasting, they outline key themes and directional expectations for 2026—and remind leaders that, in times like these, scenario development, continuous monitoring, and course correction are far more valuable than rigid forecasts. The discussion focuses on four major areas shaping the outlook for Canadian energy, spanning oil and gas and clean energy technologies: Global geopolitics and energy markets: examining how unfolding events in Venezuela and Iran—and ongoing tensions involving the United States, China, Russia, and Ukraine—could influence global energy markets. Oil and gas fundamentals: assessing the direction of oil prices and North American natural gas in 2026. Technology and disruption: exploring whether electric vehicles will regain momentum, how rapidly solar deployment will continue to scale, and whether projections for AI-driven energy demand will keep accelerating. Canada's unique circumstances: politics, policy, and infrastructure—from climate policy and the Ottawa–Alberta memorandum of understanding (MOU) on an oil pipeline, to elections (and potential elections) to watch. While predicting the future may be difficult, one thing Jackie and Peter are confident about is that the ARC Energy Ideas podcast will be here throughout the year—helping you navigate what is shaping up to be a consequential and eventful year for energy markets and geopolitics. 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 

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.

This week on 'The Greener Way', host Michelle Baltazar interviews Mike Harut, partner and responsible investment manager at $7bn fund manager Munro Partners.Together they discuss the biggest misconceptions about the performance of renewable companies in the US, the green stocks that defied the odds in 2025 and why TINA (short for 'There Is No Alternative') underpin the future of renewables.Mike also shares insights on how their Climate Leaders fund returned a strong 22 per cent in returns last year. 01:00 Munro Partners is a growth equities specialist02:57 The renewable sector's performance: myths vs reality06:30 The future of electricity demand in the US13:11 China's revised emission targets and investment opportunities14:44 Performance of the Climate Change Leaders Fund20:10 What's next? For more info on the Climate Change Leaders fund, see https://www.munropartners.com/. US utility NextEra's Capital Markets Day shares research on the US electricity system here: https://www.investor.nexteraenergy.com/news-and-events/events-and-presentations/2025/12-08-2025This podcast uses the following third-party services for analysis: OP3 - https://op3.dev/privacy

Want the latest news, analysis, and price indices from power markets around the globe - delivered to your inbox, every week?Sign up for the Weekly Dispatch - Modo Energy's unmissable newsletter.https://bit.ly/TheWeeklyDispatchSolar projects in Great Britain are often framed as a trade-off: can we combat climate change without compromising the countryside? Increasingly, the answer is yes. Across the country, solar developers are not only installing panels but actively restoring and enhancing the ecosystems around them.Biodiversity Net Gain (BNG) is reshaping what responsible solar development looks like. Many leading projects are far exceeding the statutory 10% requirement, transforming intensively farmed monoculture into thriving habitats. These sites now deliver clean power while providing farmers with stable, long-term income—showing we don't have to choose between renewable energy and rich, living landscapes.In this conversation, Fran Button - deputy CEO at British Solar Renewables joins Ed to unpack how solar developers are designing projects that benefit both the grid and the natural world.• Why ecologists must establish a biodiversity baseline before construction begins.• How some developments are achieving BNG scores of 200% or more - well beyond what regulations demand.• Whether high-tech energy generation can genuinely coexist with low-tech agriculture.• Dispelling the misconception that solar farms are empty that solar developments lack ecological value.• How solar energy is providing farmers with a stable income stream that allows them to continue farming.About our guestFran Button is Deputy CEO of British Solar Renewables where she is responsible for all aspects of risk management and ESG. With a background as a specialist non-contentious construction lawyer involved in drafting and negotiating complex building contracts. Fran has particular expertise in renewables projects having being involved in large-scale solar development and funding and energy from waste projects.British Solar Renewables are developing, building, and operating renewable energy projects that power homes, businesses, and communities. From green fields to grid connection - creating clean energy that strengthens the UK's resilience, supports biodiversity, and delivers lasting value for people and the planet. For more information head to their website. https://britishrenewables.com/About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets.All episodes of Transmission are available to watch or listen to on the Modo Energy site. To stay up to date with our analysis, research, data visualisations, live events, and conversations, follow us on LinkedIn. Explore The Energy Academy, our bite-sized video series explaining how power markets work.

Want the latest news, analysis, and price indices from power markets around the globe - delivered to your inbox, every week?Sign up for the Weekly Dispatch - Modo Energy's unmissable newsletter.https://bit.ly/TheWeeklyDispatchSolar projects in Great Britain are often framed as a trade-off: can we combat climate change without compromising the countryside? Increasingly, the answer is yes. Across the country, solar developers are not only installing panels but actively restoring and enhancing the ecosystems around them.Biodiversity Net Gain (BNG) is reshaping what responsible solar development looks like. Many leading projects are far exceeding the statutory 10% requirement, transforming intensively farmed monoculture into thriving habitats. These sites now deliver clean power while providing farmers with stable, long-term income—showing we don't have to choose between renewable energy and rich, living landscapes.In this conversation, Fran Button - deputy CEO at British Solar Renewables joins Ed to unpack how solar developers are designing projects that benefit both the grid and the natural world.• Why ecologists must establish a biodiversity baseline before construction begins.• How some developments are achieving BNG scores of 200% or more - well beyond what regulations demand.• Whether high-tech energy generation can genuinely coexist with low-tech agriculture.• Dispelling the misconception that solar farms are empty that solar developments lack ecological value.• How solar energy is providing farmers with a stable income stream that allows them to continue farming.About our guestFran Button is Deputy CEO of British Solar Renewables where she is responsible for all aspects of risk management and ESG. With a background as a specialist non-contentious construction lawyer involved in drafting and negotiating complex building contracts. Fran has particular expertise in renewables projects having being involved in large-scale solar development and funding and energy from waste projects.British Solar Renewables are developing, building, and operating renewable energy projects that power homes, businesses, and communities. From green fields to grid connection - creating clean energy that strengthens the UK's resilience, supports biodiversity, and delivers lasting value for people and the planet. For more information head to their website. https://britishrenewables.com/About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets.All episodes of Transmission are available to watch or listen to on the Modo Energy site. To stay up to date with our analysis, research, data visualisations, live events, and conversations, follow us on LinkedIn. Explore The Energy Academy, our bite-sized video series explaining how power markets work.

Allen and Joel are joined by Nathan Davies from Lloyd Warwick to discuss the world of wind energy insurance. Topics include market cycles, the risks of insuring larger turbines, how critical spares can reduce downtime and costs, why lightning claims often end up with insurers rather than OEMs, and how AI may transform claims data analysis. Sign up now for Uptime Tech News, our weekly newsletter on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on YouTube, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary’s “Engineering with Rosie” YouTube channel here. Have a question we can answer on the show? Email us! Welcome to Uptime Spotlight, shining light on wind. Energy’s brightest innovators. This is the Progress Powering tomorrow. Allen Hall: Nathan, welcome to the program. Thank you for having me. So you are, you’re our link to the insurance world, Nathan, and there’s been so many changes over the past 12, 24 months, uh, not just in the United States but worldwide. Before we get too deep into any one subject, can you just give us a top level like, Hey, this is what’s happening in the insurance world that we need to know. So there’s  Nathan Davies: obviously a lot of scope, a lot of development, um, in the wind world. Um, you know, there’s the race to scale. Um, and from an insurance perspective, I think everybody’s pretty tentative about where that’s going. Um. You know, the, the theory that are we trying to [00:01:00] run before we can walk? Um, what’s gonna happen when these things inevitably go wrong? Uh, and what are the costs gonna be that are associated with that? ’cause, you know, at the moment we are used to, to claims on turbines that are circa five megawatts. But when we start seeing 15 megawatt turbines falling over. Yeah, it’s, it’s not gonna be a good day at the office. So, um, in the insurance world, that’s the big concern. Certainly from a win perspective at least.  Joel Saxum: Well, I think it’s, it’s a valid, uh, I don’t know, valid bad, dream. Valid, valid risk to be worried about. Well, just simply because of like the, the way, uh, so I’ve been following or been a part of the, that side of the industry for a little while here the last five, six years. Um. You’ve seen The insurance world is young in renewables, to be honest with you. Right. Compared to a lot of other places that like say the Lord Lloyd’s market, they’ve been writing insurance for hundreds of years on certain [00:02:00] things that have, like, we kind of know, we know what the risks are. We, and if it develops something new, it’s not crazily new, but renewables and in wind in specific haven’t been around that long. And the early stuff was like, like you said, right? If a one megawatt turbine goes down, like. That sucks. Yeah. For everybody, right? But it’s not the end of the world. We can, we can make this thing happen. You’re talking, you know, you may have a, you know, your million, million and a half dollars here, $2 million here for a complete failure. And then the business interruption costs as a, you know, with a one megawatt producing machine isn’t, again, it’s not awesome, but it’s not like it, uh, it doesn’t break the books. Right. But then when we’re talking 3, 4, 5, 6. Seven megawatts. We just saw Siemens cesa sell the first of their seven megawatt onshore platforms the other day. Um, that is kind of changing the game and heightening the risk and makes things a little bit more worrisome, especially in light of, I mean, as we scaled just the last five, [00:03:00] 10 years, the amount of. Failures that have been happening. So if you look at that and you start expanding it, that, that, that hockey stick starts to grow. Nathan Davies: Yeah, yeah, of course. And you know, we, we all know that these things sort of happen in cycles, right? It’s, you go, I mean, in, in the insurance world, we go through soft markets. We go through hard markets, um, you know, deductibles come up, the, the clauses, the restrictions, all those things get tighter. Claims reduce. Um, and then you get sort of disruptors come into the market and they start bringing in, you know, challenging rates and they start challenging the big players on deductibles and preferential rates and stuff like that. And, and then you get a softening of the market, um, and then you start seeing the claims around up again. But when you twin that with the rate of development that we see in the renewables worlds, it’s, it’s fraught for all sorts of. Weird and wonderful things happening, and most of them are quite expensive.  Joel Saxum: Where in that cycle are we, in [00:04:00] your opinion right now? So we, like when I first came into the market and I started dealing with insurance, it was very, we kept hearing hardening, market hardening, market hardening market. But not too long ago, I heard from someone else that was like, Hey, the market’s actually getting kind of soft right now. What are your thoughts on that? And, and or may, and maybe we let, let’s precursor that there’s a lot of people that are listening right now that don’t know the difference. What is a hard market? What is a soft market? Can you give us that first?  Nathan Davies: When you’re going through a soft market, it’s, it’s a period where they’ve either been, um, a limited volume of claims or the claim values have been quite small. Um, so, you know, everybody gets. It’s almost like becoming complacent with it, right? It’s like, oh, you know, things are going pretty well. We’re having it. It looks like the operators, it looks like the maintainers are, are doing a pretty good job and they know all of the issues that are gonna be working through in the lifetime of these products. So for the next however many years, we can anticipate that things are gonna gonna go pretty well. But as you see those [00:05:00] deductibles come down, you start getting more of the attritional claims, like the smaller values, um, the smaller downtime periods, all that sort of thing, start coming in as claims. And all of a sudden insurers are like, well, hang on a second. All of a sudden we’ve got loads and loads of claims coming in. Um. All of the premium that we were taking as being bled dry by, by these, these attritional claim. Um, and then you get like a big claim coming. You get a major issue come through, whether it’s, you know, a, a serial issue with a gearbox or a generator or a specific blade manufacturer, and all of a sudden the market starts to change. Um, and insurers are like, well, hang on a second. We’ve got a major problem on our hands here. We’re starting to see more of this, this specific piece of technology being rolled out, um, worldwide. Um, we are in for a lot of potential claims on this specific matter in the future, and therefore we need to protect ourselves. And the way that insurers do that is by [00:06:00] increasing or deductibles, um, increasing their premiums, all that sort of thing. So it’s basically that. Uh, raises the threshold at which a claim can be presented and therefore minimizes the, the outlay for insurers. So that’s sort of this, this cycle that we see. Um, I mean, I can’t, I’ve, I’ve only been in loss adjusting for six years, so I can’t say that I’ve seen, you know, um, multiple cycles. I’ve, I’m probably at the end of my first cycle from a hardening to a softening market. Um. But also, again, I’m not in the underwriting side of things. I’m on the claims side of things, so I own, I’m only seeing it when it’s gone wrong. I don’t know about everything else that the insurance market sees.  Joel Saxum: Yeah, the, the softening part, I think as well from a macro perspective, when there’s a softening market, it tends to bring in more capital. Right. You start to see more, more and more companies coming in saying, Hey, I’ve got, [00:07:00] and when I say companies, I mean other capital holders to beat for insurance, right? Like these, the big ones you see, the big Swiss and German guys come in and going, like, I got, I got $500 million I’ll throw into renewables. It seems like to be a good, pretty good bet right now. And then the market starts to change and then they go, uh, oops. Yeah.  Nathan Davies: And that’s it. You know, you’ve got the, the StoreWatch of the renewable insurance market like your G cubes and, and companies like that who’ve been in the game for a very long time. They’ve got a lot of experience. They’ve been burned. Um, they know what they want to touch and what they don’t want to touch. And then you get. Renewables, everybody wants to be involved. It covers their ESG targets. It’s, it’s a good look to move away from, you know, your, your oil and your coal and all the rest of it. So, of course, companies are gonna come into it. Um, and if they’re not experienced.  Allen Hall: They will get banned. How much reliance do operators have at the moment on insurance? Because it does seem like, uh, Joel and I talk [00:08:00]to a lot of operators that insurance is part of their annual revenue. They depend upon getting paid a certain amount, which then opens up the door to how sort of nitpicky I’ll describe it as the claim. They’ll file. Are you seeing more and more of that as, uh, some of the operators are struggling for cash flow, that there are going after more kind of questionable claims? Um, I think it depends on  Nathan Davies: the size of the operator. So you’ve, you’ve obviously got your, your big players, you’ve got your alls and your rws and all of those sort of guys who, the way that they manage their insurance, they’ve probably got, you know, special purpose vehicles. They’ve got, um, sites or clusters of sites that they manage finances independently. They don’t just have the one big or pot. It’s, it’s, it’s managed sort of subdivisions. Um. Those, those guys, we don’t typically tend to see like a big push for a [00:09:00] payment on account partway through a claim. It’s, it’s typically sort of the smaller end of the scale where you might have, um, an operator that manages a handful of smaller, um, assets. The way that we look at it is if you don’t ask, you don’t get, so when we talk to an insured, it’s like. Present your costs, you know, we’ll review them and it’s, it’s better that you present all of your costs and insurers turn around and say, you’re not eligible for this. You know, that that element of it will be adjusted, um, rather than not present something. And it’s like, well, you know, your, your broker then comes further down the line when they say you could have claimed that element of, of the cost. So, um. Typically that’s the approach that we take is, is present everything and we’ll work through and let you know which elements aren’t claimable.  Joel Saxum: When we’re talking insurance policies, there can be, you know, like an operator, an owner of a turbine asset can have them. Then there is construction policies and [00:10:00] there’s the EPC company might have a policy and ISP may have a policy. So, so many policies because at the end of the day, everybody’s trying to protect themselves. Like, we’re trying to protect the bottom line. Tr that’s what insurance us for, that’s why we’re here. Um, but so, so, so, so gimme a couple things. Like in your opinion as, let’s look, well, I wanna stay in the operator camp right now, say, during a non non-commission policy, a actual operating policy, wind farm is in the ground, we’re moving along. What are some of the things that, from an, from a loss adjuster’s perspective, that a operator should be doing to protect themselves? I mean, besides. Signing an insurance contract. Yes. But is it, is it good record keeping? Is it having spares on site? Is it, what does that look like from your perspective when you walk into something,  Nathan Davies: if you were to take the insurer’s dream operator, that would be somebody who, and you, you’ve kind of hit the nail on the head with a lot of those points, Joel, the, the. The golden [00:11:00] operator would have like a stash of critical spares because the last thing they want to be relying on is, um, an OEM who, you know, they, they’ve, they’ve stopped manufacturing that bit of kit three years ago. They now want to sell you the latest and greatest. It’s 18 months lead time or something like that. Oh yeah, absolutely. And so you are now having to look at potentially refurbishment through. Whether that’s through sort of approved, um, processes or not. Um, you might be looking at, um, sort of, um, aftermarket providers. You know, there, there’s, as soon as you are looking at an aged asset, you are, you are in a really complicated position in terms of your repairability. Um, because, you know, a as we know, you get to sort of that three, five year period after you’ve purchased the product, you’re in real jeopardy of whether or not it’s gonna be. Gonna have that continued support from the original equipment manufacturer. So [00:12:00] critical spares is a really good thing to, it’s, it’s just obviously a really good thing to have. Um, and how you can manage that as well is if you have, um, a customer of sites that are all using the, the same equipment, you could sort of share that between you. There, there could be. Um, so we, we’ve sinned that where, um. An umbrella company has multiple sites, multiple SPVs. Um, they were all constructed at the same sort of time. They’ve got the same transformers, you know, the same switchgear, same infrastructure, and they hold a set of spares that cover these, all these sites. ’cause the last thing you want to do is buy a load of individual components for one site. You are then paying to maintain them, to store them to, you know, there’s, there’s a lot of costs that come with. Along with that, that you, you don’t wanna be covering. If that’s just for the one site and it’s the [00:13:00] eventualities, that may never happen. So if you’ve got multiple sites and you can spread those costs, all of a sudden it’s a lot more, um. Could  Joel Saxum: you see a reality where insurers did that? Right? Where like a, like a, like a consortium of insurance companies gets together and buys, uh, half a dozen sets of blades and generators and stuff that they know are failures that come up, or they have a pool to pull from themselves to, to avoid these massive bi claims. Nathan Davies: Yeah. I mean maybe there’s, maybe there’s the potential for a renewables pool. I mean, it’s always. Complicated. As soon as you start trying to bring sort of multiple companies together with an agreement of that sort of scale, it’s gonna be challenging. But, um, I mean, yeah, in an ideal world, that would be be a great place to be. Um, so critical spares is, that’s, that’s a key thing we, we have seen. So we, we’ve got, um, one account that we work with that they’ve actually got a warehouse full of critical spares. [00:14:00] So they, they have a lot of, um, older turbine models, um, sort of typically, um, 2015 through to, well, yeah, from about 2012 to 2015. Um, these sites were commissioned so they knew there was a, a finite lifetime, uh, replacement blades, generators, gear, boxes, what have you, and it’s like we’ve. A huge number of assets. So what we should do is retain certainly a number of gearboxes and generators that you, we can utilize across, um, the fleet. And obviously they then keep a rolling stock of refurbishment and repairs on those. But they, they basically included in their, their premium spreadsheet, they’ve got all of their individual sites. Then they’ve got a warehouse that is full of all their spares, and that is an inuring asset, is their warehouse full of critical spares. Joel Saxum: So what  Nathan Davies: happens to  Joel Saxum: that  Nathan Davies: person then? Does  Joel Saxum: their premiums go [00:15:00] down? Because they have those spares, they’ve got really low deductibles on their bi. So there’s a business case for it probably, right? Like if you’re sitting there, if you’re, if you’re, you’re an accountant, you can figure that out and say like, if we hold these spares for this fleet, like if you’re, if you’re a fleet, if you have a homogenous fleet, say you’ve got a thousand turbines that are basically all the same model. W you should have centrally located amongst those wind farms, a couple of blade sets, a couple of generators, couple of pitch bearings, couple of this, couple of that. And you can use them operationally if you need to, but it’s there as spares, uh, for insurance cases. ’cause you’ll be able to re reduce your insurance premiums or your insurance deductibles. Allen Hall: That’s remarkable. I don’t know a lot of operators in, at least in the United States that have done that, I’m thinking more of like Australia where it’s hard to get. Parts, uh, you, you probably do have a little bit of a warehouse situation. That’s really interesting because I, I know a lot of operators are thinking about trying to reduce their premiums and simple things like that would, I would imagine it make a huge difference [00:16:00] in what they’re paying each year and that that’s a smart move. I, I wanna ask about the IEC and the role of certification in premiums. What does it mean and how do you look at it as an industry? Uh, one of the things that’s happening right now is there’s a number of, I think some of the major IEC documents in, in our world, in the lightning world are going through revision. Does that, how do, how do you assess that risk that the IEC specs or the sort of the gold standard and you have the certification bodies that are using them to show that the turbines are fit for purpose. Is there a reliance upon them? Does, does it help reduce premiums if there’s an I-E-C-I-I, I’m not even sure how the industry, the insurance industry looks at it. Or is it more of how the turbines perform in the first year or two, is how, what’s gonna really gonna drive the premium numbers? I mean, insofar as  Nathan Davies: I eecs, it’s, that’s a really tough question. It’s, it’s [00:17:00]interesting that you ask that. ’cause um, I mean certainly from the lightning perspective, the, the IEC. We look at on that the blades need to withstand a lightning strike of a known value, but even within that, they, within the IEC, there’s an allowance of like 2%, I think, um, for blade strikes that can still cause damage even if they’re within the rate of capacity of the LPS. Um, so in the insurance world, this is a big gray area because each, um, operator has a, a turbine, uh, has a blade failure because of a lightning strike. They’ll then immediately go to the OEM and say, um, you know, we’ve had had a lightning strike, we’ve had a blade failure. Can you come and repair or replace the blade? Sure, no bother. Um, down the line, we have an insurance claim for this repair or replacement. And insurers are like, well, what’s the lightning data? And if that’s within the [00:18:00] LPS standard, it’s like, well, why have. Why is this not covered under warranty? And, you know, you, your OEMs will always turn around and say, force majeure. Um, it’s, it’s that 2%. So the IEC, even though that’s, you know, it’s, it’s best standards, it still has a degree of allowance that, um, the OEMs can slip through and be like, well this, this falls with insurance. And again, I can only speak for what I’ve seen, but that is. We see, I’d say, um, Lloyd Warwick, we probably see 50 plus notifications a year for blade damage from lightning and, um, almost every time if it’s within the capabilities of the LPX, the OEM or say towards majeure and Atlanta with insurers. Allen Hall: Well, is there a force majeure for gearboxes or generators or transformers? [00:19:00] Is, is there a 2% rule for transformers? I don’t, I don’t think so. Maybe there is, but it is, it, it is a little odd, right, that, that there’s so many things that are happening in the insurance world that rely upon the certification of the turbine and the sort of the expected rates of failure. I have not seen an operator go back and say, we have a 3% rate of, of damage of my transformers, so therefore I wanna file a claim. But that, that doesn’t seem to occur nearly as often as on the lightning side where it’s force majeure is used probably daily, worldwide. How do we think about that? How do we, how do we think about the transformer that fails versus the lightning damage? Are they just considered just two separate things and uncontrollable? Is that how the insurance industry looks at it? If we, if we would  Nathan Davies: talk about transformers. So the fact is that we see on those can vary from, you know, it’s, it’s a minor electrical component that that goes, um, [00:20:00] which is relatively easy to pin down. But then at the other end of the spectrum, you’ve got a fire where it’s. You know, with all, all the will in the world, you could go in and investigate, but you’re not gonna find the cause of that fire. Um, you know, the damage is so great that you, you could probably say, well, the ignition point is there because that’s where the most damages occurred and it’s spread out. But, but how is that occurred? The know, and we, we do have that, that happens not frequently, but um. You know, as an engineer, I, I want to get to the bottom of what’s caused things, but, but all too often we come away from a claim where it’s like we don’t know exactly what’s caused it, but we can’t confirm that it’s excluded in the policy and therefore it, it must be covered and, you know, the claim is valid. Um, so in, in terms of causation and the standards and all the rest of it.  Joel Saxum: It goes to an extent. So this is a, this is another [00:21:00] one. So Alan was talking about lightning and blades. Then we talked about transformers a little bit. I wanna talk about gear boxes for just a second, because gearbox usually, um, in, in my, my experience in, in the wind world, claims wise, it’s pretty black and white. Was it, did it, did it fail? This is how it failed. Okay. Blah, blah, blah. Did was maintenance done at blah? So I heard the other day from someone who was talking about, uh, using CMS. On their, on their gener, on their, uh, gearbox, sorry. So it was an operator said, Hey, we should be, and, and a company coming to them saying, well, you should be monitoring CMS. This is all the good things it can do for you operationally. And the operator, the owner of the turbine said, I don’t want it, because if I know there’s something wrong, then I can’t claim it on insurance if it fails. Does that ring  Nathan Davies: true to you? Part of our process would be to look at the data. Um, so we know nine times out of 10 there is condition [00:22:00] monitoring, there is start out there, there, all this stuff. The operator, um, assistance tools, and if we can look at a gearbox vibration trend. Um, along with, you know, bearing temperature, uh, monitoring and all that sort of thing. And if you can see a trend where the vibrations are increasing, the temperatures are increasing, um, and there’s no operator maintain maintenance intervention, then, you know, if, if you, if you’ve received an alarm to say, Hey, there’s something wrong with me, you should probably come and have a look and you’ve done nothing about it, then. It’s,  Joel Saxum: it’s not great. Okay. So, so that, so that it rings, it kind of in a sense, rings true, right? That what that operator was saying, like the way their mind was working at that stage. ’cause this is, this is during, again, like, so we, Alan and I from the uptime network and just who we are, like we know a ton of people, we know [00:23:00] solutions that are being sold and, and this her about this. And I was like, man, that seems like really shortsighted, but there’s a reality to it that kind of makes sense, right? If they don’t have. I, it, it just seems unethical, right? It seems like if I don’t have the budget to fix this and I don’t wanna look at it, so I’m just waiting for it to fail. I don’t want the notifications so then I can claim it on insurance. ’cause I don’t wanna spend the money to go fix it. Like, seems, seems not cool.  Nathan Davies: Yeah. So the, I mean the, the process, the process of the insurance claim, if, if you want to look at it in almost an over simplistic way, um, a claim is notified. Um, to trigger an operational policy, there needs to be proof of damage, right? So in this instance, your gearbox has failed, whether that’s gear, teeth have have been pulled off, you’ve had a major bearing failure, whatever it is. So there’s your damage. So insurers are now [00:24:00] engaged. Um, the rules of the game. It’s now on insurers to prove that whatever has caused that damage is an exclusion. So in this instance, um, you know, that might be wear and tear, gradual deterioration, uh, could be rust. Um, and, and part of that is poor workmanship. Um, so if they have knowingly like. Cover their shut, their eyes covered, their ears just ignored this gearbox slowly crunching its way to, its, its inevitable death. You know, it, it’s not reasonably unforeseen. It’s not an unpredictable event. This was going to happen if you can see that, that trend, um, towards the failure, um, and in that light, it would, in theory be an uninsured event. Um, but [00:25:00] we know that. 90 plus percent of owner operators have, at least on their drive train, they have some sort of condition monitoring, whether that’s, you know, temperature sensors, vibration sensors, uh, noise sensors, you know, all that sort of stuff. We know that it’s there, but what’s really interesting in the claims process is. The first thing that we’ll ask is, where’s your proof of damage? Let’s see your alarm data, your scarda data, all this sort of thing.  Joel Saxum: Does the RFI get responded to?  Nathan Davies: Yeah, yeah, yeah. Um, and it’s like, oh no, we, you know, we don’t have the SCARDA data. And we’ve had instances where a company, a company had turned around and said, oh, we don’t have any SCARDA data for the time of this event. It’s like, oh, that’s interesting. And worked our way through the process. And eventually insurers were like, you know what? We’re, we’re gonna deny this one. We’re not. Things aren’t adding up, we are not happy with it. Um, and all of a sudden out the woodwork, we get scar data, we get the, the insured’s, um, failure report, [00:26:00] which I mean, there was computational flow dynamics. There were, there were like all sorts of weird and wonderful data that had been thrown into the, this failure analysis. And it’s like, well, you’ve done our jobs for us. Why did you not just hand this over at the beginning? We know that this stuff exists, so. Just, just playing, playing dumb itch. It’s just a frustration really.  Allen Hall: It does seem like the operators think of loss adjustment in insurance companies as having a warehouse full of actuaries with mechanical calculators and they’re back there punching numbers in and doing these calculations on. I lost this gearbox from this manufacturer at, at this timeframe, and, and I understand all this data. That’s not how it works, but I do think there’s this, uh, assumption that that. Uh, there’s a in wind energy that because of the scale of it, there’s a lot of, of backend research that’s happening. I, I don’t think that’s true, or, I mean, you can tell me if it’s true or not, [00:27:00] but I don’t think so. But now, in the world of AI where I can start to accumulate large sets of data and I have the ability to process it with just a single person sitting in front of a laptop, is it gonna get a little harder for some of these claims that have Mercury, just really shady histories to get? Approved.  Nathan Davies: I, I think that’s inevitable. You know, whenever we go and speak to an insurer, you know, insurers are always interested, are interested in what’s the latest claims data, what are the trends that we’re seeing, all this sort of thing. So we’ll sit down with them for an hour and a half and we’ll say, oh, this was interesting. This is what went well, this is what didn’t go so well. And then they always sort of grab us just as we’re about to leave and we’ve, we’ve said our goodbyes, and they’re like, so you guys have a. Claims database. Right? Every time. Yep. And it’s like, how’d you feel about, about sharing your data? And it’s, it’s every insurer without failure. They’re like, let’s see your claims [00:28:00] database. Okay. Right. So we can share, we can share some information. Obviously it needs to be sanitized. We don’t want to provide identifying information, all that sort of stuff. You’re looking at thousands and thousands of lines of data. And the big problem that we have with any database like this is, it’s only as good as the data that’s been entered, right? So if, if every claims handler, if every loss adjuster is entering their own data into this database, my interpretation of, of a root cause failure, maybe different to somebody else’s. So what we are gonna start seeing in the next year to three years. Is the application of AI to these databases, to to sort of finesse the poor quality data that’s been entered by multiple, you know, it’s, it’s too many cooks. Spoiled broth. All of these people have entered their own interpretation of data, will start to see AI finesse [00:29:00] that, and all of a sudden the output of it will be. Really, really powerful, much better risk models. Yeah. And I think that’s, that’s inevitable in the next two to five years. Um, and I think insurers will, but again, the, we go back to the cyclic thing. So the, the data that we have is the claims that we’ve had over the past however many years, but all the while that the OEMs are manufacturing. New gearboxes, new generators, new blades. We don’t know about the problems that are gonna come out the woodwork. We can tell you about failures that might happen on aged assets, but we can’t tell you about what’s gonna fail in the future. Allen Hall: Well, is there an appetite to do what the automobile world is doing on the automobile insurance? Have basically a plugin to monitor how the driver is doing the State Farm drive safe and [00:30:00] save. Yeah. Your little black box is, is that where eventually this all goes? Is that every turbine’s gonna have a little black box for the insurance company to monitor the asset on some large scale, but then that allows you then to basically to assess properly what the rates should be based on the actual. Data coming from the actual turbines so that you, you can get a better view of what’s happening.  Nathan Davies: I mean, it’s challenging because obviously you can only get so much from, from that monitoring data. So arguably that’s, that’s like the scarda data. But then there’s, there’s the multiple other inputs that we’re looking at. I’d say the vast majority of claims come from some form of human intervention. And how do you record that? Human intervention.  Allen Hall: Right? You, it’s like getting an oil change in your car. If the guy forgets to put the oil plug in. Pretty much you’re, you’re gonna get a mount down the road and engine’s gone. [00:31:00] And that’s, that may be the, that may be ultimately where this all goes. Is that a lot of it’s just human error.  Nathan Davies: Yeah. It’s, you know, we, we can take the, the operating data, you can start to finesse maintenance reports and, and try to plug that into this data stream. But you can guarantee, like you can absolutely bet your bottom dollar, but when there’s an insurance claim and it’s like. That one key document that you need that will answer that question, nobody knows  Allen Hall: where it is. This has been a great discussion and Nathan, we need to have you back on because you provide such great insights as to what’s happening in the insurance world and and the broader wind energy world and. That’s where I like talking to you so much. Nathan, how do people get a hold of you? Can they reach you via LinkedIn?  Nathan Davies: Yeah, I’m on LinkedIn. Um, you can also find me, um, on the Lloyd Warwick website. Sounds great.  Allen Hall: Nathan, thank you so much for being on  Nathan Davies: the podcast. Right. Appreciate it. Thank you so much [00:32:00] guys.

Can the grid keep up with the future of energy?PWR-HR, a segment of the Energy Espresso Podcast, is back, this time live from Daniel Energy Partners BBQ in Midland, with hosts Dave Bosco and Travis Simmering setting the stage before diving into the future of the grid.Joining them are Paddy Finn, Co-founder, CEO & CTO of VIOTAS, and Del Hilber, Managing Director of VIOTAS Texas, as they break down as they break down key topics like demand-side solutions, flexible industrial loads, distributed generation, and data center growth—and what it all means for grid reliability in the ERCOT market.Tune in now!00:00 Introduction to Energy Espresso Podcast00:45 Live from the DEP BBQ in Midland, Texas01:43 Special Guests: Paddy Finn and Del Hilber02:16 Understanding TIS and Its Market Impact03:44 The Importance of Customer Relationships07:00 Technical Insights and Innovations17:31 Global Market Strategies and Expansion24:04 Building a Resilient Energy Portfolio24:18 The Role of Renewables in Texas24:47 Technological Advancements and Team Expertise25:59 Customer Trust and Flexibility26:28 The Future of Open-Source Data in Energy29:48 Challenges and Opportunities in Grid Management35:15 Regulatory Changes and Market Dynamics44:28 Concluding Thoughts and Future Discussions

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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Allen delivers the 2025 state of the wind industry. For the first time, wind and solar produced more electricity than coal worldwide. The US added 36% more wind capacity than last year, Australia’s market hit $2 billion, and China extended its 25-year streak of double-digit growth. But 2025 also brought challenges: the Trump administration froze offshore wind projects, Britain paid billions to curtail turbines, and global wind growth hit its lowest rate in two decades. Sign up now for Uptime Tech News, our weekly email update on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on Facebook, YouTube, Twitter, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes’ YouTube channel here. Have a question we can answer on the show? Email us! Allen Hall: 2025, the year the wind industry will never forget. Let me tell you about a year of records and reversals of triumphs and a bunch of turbulence. First, the good news. Renewable energy has done something historic for the first time ever. Wind and solar produce more electricity than coal worldwide. The energy think tank embers as global electricity. Demand grew 2.6% in the first half of the year. Solar generation jumped by 31%, wind rose nearly 8%. Together they covered 83% of all new demand. Coal share of global electricity fell to 33.1%. Renewables rose to 34.3. A [00:01:00]pivotal moment they called it. And in the United States, turbines kept turning wood. McKinsey and the American Clean Power Association report America will add more than seven gigawatts of wind this year. That is 36% more than last year in the five year outlook. 46 gigawatts of new capacity through 2029. Even Arkansas by its first utility scale wind project online through Cordio crossover Wind, the powering market remains strong. 18 projects will drive 2.5 gigawatts of capacity additions over the next three years. And down under the story is equally bright. Australia’s wind energy market reached $2 billion in 2024 by. 2033 is expected to reach $6.7 billion a growth rate of nearly 15% per year. In July, Australian regulators streamlined permitting for wind farms, and in September remote mining operations signed [00:02:00] long-term wind power agreements while the world was building. China was dominating when power output in China is on track for more than 10% growth for the 25th year in a row. That’s right, 25 years in a row. China now accounts for more than 41% of all global wind power production a record. And China’s wind component exports up more than 20%. This year, over $4 billion shipped mainly to Europe and Asia, but 2025 was not smooth sailing, as we all know. In fact, global wind generation is on track for its smallest growth rate in more than 20 years. Four straight months of year over year. Declines in Europe, five months of declines in North America and even Asia registered rare drops in September and October. The policy wind shifted too in the United States. The Trump administration froze offshore wind project work in the Atlantic. The interior [00:03:00] Department directed five large scale projects off the East Coast to suspend activities for at least 90 days. The Bureau of Ocean Energy Management cited classified national security information. That’s right. Classified information. Sure. Kirk Lippold, the former commander of the USS Coal. Ask the question on everyone’s mind. What has changed in the threat environment? Through his knowledge, nothing. Democratic. Governors of Connecticut, Rhode Island, Massachusetts, and New York issued a joint statement. They called the pause, a lump of dirty coal for the holiday season, for American workers, for consumers, for investors. Meanwhile, in Britain, another kind of problem emerged the cost of turning off wind farms when the grid cannot cope, hit 1.5 billion pounds. This year, octopus Energy, Britain’s biggest household supplier is tracking it payments to Wind farms to switch off 380 [00:04:00]million pounds. The cost of replacing that wasted power with. Gas 1.08 billion pounds. Sam Richards of Britain remade called it a catastrophic failure of the energy system. Households are paying the price. He said, we are throwing away British generated electricity and firing up expensive gas plants instead. In Europe, the string of dismal wind power auctions also continued some in Germany and Denmark received no bids at all. Key developers pushed for faster permitting and better auction terms. Orsted and Vestas led the charge. And in Japan soaring cost estimates cause Mitsubishi to pull out of three offshore projects. Projects that were slated to start operations by 2030. Gone. The Danish shore Adapting Ted, the world’s largest offshore wind developer sold a 55% stake in its greater Chiang two offshore Wind Farm in Taiwan. The Buyer [00:05:00] Life Insurance Company Cafe, the price around $789 million. With that deal, Ted has signed divestments, totaling 33 billion Danish crowns during 2025. The company is trying to restore investor confidence amid rising costs, supply chain disruptions, and uncertainty from American policy shifts. Meanwhile, the International Energy Agency is sounding the alarm director, Fadi Beal says Solar will account for 80% of renewable capacity growth through the end of the decade. And that sounds about right. So it’s got a bunch of catch up to do, but policymakers need to pay close attention. Supply chain, security grid integration challenges and the rapid rise of renewables is putting increasing pressure on electricity systems worldwide. Curtailment and negative price events are appearing in more markets, and the agency is calling for urgent [00:06:00] investments in grid energy storage and flexible generation. And what about those tariffs? We keep reading about wood McKenzie projects. Tariffs will drive up American turbine costs in 2026 in total US onshore wind capital expenditure is projected to increase 5% through 2029. US wind turbine pricing is experiencing obviously unprecedented uncertainty. Domestic manufacturing over capacity would normally push down prices, but tariff exposure on raw materials is pushing them up. And that’s by design of course. So where does this leave us? The numbers tell the story. Renewables overtook Coal. America will install 36% more turbines. This year, Australia’s market is booming. China continues. Its 25 year streak of double digit growth, but wind generation growth worldwide is at its lowest in two decades. And policy reversals in America have stalled. [00:07:00] Offshore development and Britain is paying billions to turn off turbines because the grid cannot handle the power. Europe’s auctions are struggling and Japan’s developers are pulling back and yet. The turbines keep turning. You see, wind energy has had good years and bad years, but 20 25, 20 25 may be one of the worst. The toxic Stew Reuters called it major policy reversals, corporate upheaval, subpar generation in key markets, and yet the industry sees reasons to expect improvement changes to auction incentives, supply chain adjustments, growing demand for power from all sources. The sheer scale of China’s expansion means global wind production will likely keep hitting new highs, even if growth grinds to a halt in America, even if it stays weak. In Europe, 2025 was a year of records and reversals. The thing to remember through all of this [00:08:00] is wind power is low cost power. It is not a nascent industry. And it is time to deliver more electricity, more consistency. Everyone within the sound of my voice is making a difference. Keep it up. You are changing the future for the better. 2025 was a rough year and I’m looking forward to 2026 and that’s the state of the wind industry for December 29th, 2025. Have a great new year.

Send us a textClimate change is a global problem—but climate capital doesn't flow globally.In this episode of FUTUREPROOF., Jeremy sits down with Lassor Feasley, co-founder and CEO of Renewables.org, to unpack why some of the highest-impact climate solutions on Earth remain dramatically underfunded.Renewables.org applies a Kiva-style crowdfunding model to distributed solar projects across the Global South. Individuals can invest as little as $25 into no-interest loans that fund solar installations—and are repaid monthly over five years, allowing capital to be recycled again and again.Lassor explains why:A dollar invested in Global South solar can deliver up to 5x the carbon impact of a comparable U.S. projectTraditional climate fintech and ESG models break down in frontier marketsRepayment isn't just financial—it's proof of impactDesign, not just technology, determines whether climate solutions scaleThis conversation goes beyond solar panels to explore systems, incentives, trust, and the future of climate finance—and why everyday individuals may be better positioned than institutions to fund the energy transition where it matters most.If climate change is a race against time, this episode asks a harder question: are we deploying capital where it actually counts?

Despite endless financial difficulties, Argentina has seen a remarkable increase in clean energy over the past decade. It has gone from practically zero to almost 18% of its electricity sourced from renewables. In doing so, Argentina has overcome a challenge faced by many countries that are considered uninvestable by major financial institutions. Sebastian Kind, former undersecretary at the ministry of energy in Argentina, joins Akshat Rathi on Zero to tell the story of Argentina’s renewables blitz. Explore further: Sebastian’s organisation, RELP: https://www.relp.ngo/ Sebastian’s TED Talk: https://www.youtube.com/watch?v=ACC5KCPRt_U Zero is a production of Bloomberg Green. Our producer is Oscar Boyd. Special thanks to Sommer Saadi, Mohsis Andam, Sharon Chen and Laura Millan. Thoughts or suggestions? Email us at zeropod@bloomberg.net. For more coverage of climate change and solutions, visit https://www.bloomberg.com/green.See omnystudio.com/listener for privacy information.

Is the clean energy revolution happening faster than we think? In this episode of the Everything Electric Podcast, Robert Llewellyn sits down with Scott Cooney, co-founder of CleanTechnica, for a deep dive into the global shift towards a cleaner future. From his home in Hawaii, Scott shares unique insights on why the US lost its early lead in clean tech to China, and why he remains incredibly optimistic about the future. They discuss the mind-boggling scale of Chinese manufacturing, the "inevitability" of technological solutions like solid-state batteries, and why your next stove might have a battery inside it.  Plus, we look at the incredible "human-centred" design of electric school buses that are solving more than just pollution, and why data centers might not be the energy disaster everyone fears.  00:00 - Intro: Hawaii, Sydney, and the CleanTechnica Connection 02:28 - Why Hawaii is the Perfect Lab for Clean Energy (High Gas Prices) 04:29 - The Shift: How Silicon Valley Started It, but China is Winning It 09:07 - California's Economic Boom: The 5th Largest Economy Run on Renewables 13:19 - The UK's Secret Success: How Offshore Wind Replaced Coal 15:55 - The "No-Brainer" of Solid State Batteries & Tech Evolution 20:00 - Robotaxis & Waymo: Why Autonomous Driving Feels "Inevitable" 28:39 - The "Zoom" Electric School Bus: Solving Pollution & Bullying? 36:04 - Data Centers & AI: Why Solar Will Solve the Energy Demand Crisis 40:40 - The Future of Road Tax: How Do We Pay for Roads Without Gas Tax? 46:02 - The BYD Explosion: From Unknown to 3rd Biggest Automaker 49:50 - Smart Homes: Fridges and Stoves with Batteries?! 55:40 - Electric Ships: Batteries are replacing massive diesel engines 58:30 - The Electric Home Show: Bill McKibben & Earth Day in Hawaii Why not come and join us at our next Everything Electric expo: https://everythingelectric.show Check out our sister channel Everything Electric CARS: https://www.youtube.com/@fullychargedshow Support our StopBurningStuff campaign:  https://www.patreon.com/STOPBurningStuff Become an Everything Electric Patreon: https://www.patreon.com/fullychargedshow  Buy the Fully Charged Guide to Electric Vehicles & Clean Energy : https://buff.ly/2GybGt0 Subscribe for episode alerts and the Everything Electric newsletter: https://fullycharged.show/zap-sign-up/ Visit: https://FullyCharged.Show Find us on X: https://x.com/Everyth1ngElec Follow us on Instagram: https://instagram.com/officialeverythingelectric To partner, exhibit or sponsor at our award-winning expos email: commercial@fullycharged.show Everything Electric SYDNEY - Sydney Olympic Park 6th, 7th & 8th March 2026 EE NORTH (Harrogate) - 8th & 9th May 2026 EE WEST (Cheltenham) - 12th & 13th June 2026 EE GREATER LONDON (Twickenham) - 11th & 12th Sept 2026 #fullychargedshow #everythingelectricshow #homeenergy #cleanenergy #battery #electriccars #electric-vehicles-uk

Will artificial intelligence reshape the power grid, or will the inertia and complexity of today's infrastructure slow progress—or even redefine how large language models, chips, and datacenters are designed and located?  To meet the exponential rise in energy demand, parts of the industry have taken shortcuts—rapidly adding behind-the-meter capacity through open-cycle gas turbines - OCGT (such as the Titan 350 from Caterpillar) with little regard for environmental regulations. The mantra seems to be speed at any cost.  Is the AI boom we are witnessing justified—or sustainable? From a technological standpoint, certainly yes: AI capability is roughly doubling every seven months. But from a financial perspective, it is harder to defend—given the sky-high valuations, credit fuelled growth and mounting losses at many of the sector's biggest players.  The bigger question is what all this means for the energy system itself. How will AI be powered? What will it do to the cost of energy and the shape of our infrastructure? Will it accelerate—or hinder—the energy transition?  Hope is powerful—but it can also be blind. Between AI's explosive growth and the traditional energy system's entrenched realities, who will bear the cost?  These are the questions Laurent and Gerard pose to Andrew Perry, Director of the Energy Transition and Environment business unit at Faculty.ai, where he leads AI-driven innovation in the energy sector.   We have a heated debate, trying to honestly lay out the dilemmas in front of the industry. More insights in this excellent research by the FThttps://ig.ft.com/ai-power/Today's show is supported by the BMW Foundation Herbert Quandt. The BMW Foundation unites leaders from diverse sectors to develop solutions that foster an innovative economy and a future-proof society. A key focus is "Energy Transition & Climate Change," where the Foundation drives "International collaboration to accelerate the energy transition." With rising energy demands from AI and data centers, new partnerships, effective collaboration, and the exchange of science-based solutions and strategies are essential. That's why the BMW Foundation supports this podcast and brings these discussions to global stages by hosting the Energy Security Hub at the Munich Security Conference 2026, streaming live February 12–14. Learn more at www.bmw-foundation.org 

Geopower, Energy Realpolitik with Todd Royal – Renewables have not ushered in prosperity—they have destroyed competitiveness, destabilized grids, and accelerated geopolitical decline. Europe is the test case, and the results are catastrophic. This episode makes the argument plainly: Renewables are dead. Fossil fuels remain dominant. And the nations that accept this reality will...

1/4. Market Adaptations, Fossil Fuels, and Physical Limits of Renewables — Terry Anderson (Editor) — Andersonintroduces Adapt and Be Adept, examining market-driven responses to climate change while applying Pascal's Wageranalytical framework. The book emphasizes the necessity of localized control in climate adaptation strategies, exemplified by Alaskan Native Villages implementing place-based solutions. Anderson details Mark Mills' argument that hydrocarbons remain essential to industrial civilization due to the extreme economic costs and insurmountable physical limitations of renewable energy sources, particularly regarding solar and wind power generation, compounded by critical battery storage capacity constraints. 1968