Podcasts about renewables

Energy that is collected from renewable resources

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Latest podcast episodes about renewables

The Uptime Wind Energy Podcast
Wind Energy 2025 Year in Review, Coal Surpassed

The Uptime Wind Energy Podcast

Play Episode Listen Later Dec 29, 2025 4:20


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.

FUTUREPROOF.
Could Crowdfunding Solar Could Do What Governments Can't? (ft. Lassor Feasley, renewables.org)

FUTUREPROOF.

Play Episode Listen Later Dec 23, 2025 19:55


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?

Sustainability In Progress (SIP)
Here Comes the Sun…and Storage: Renewables and the AI Boom

Sustainability In Progress (SIP)

Play Episode Listen Later Dec 20, 2025 48:49


The clean energy transition isn't just about swapping fossil fuels for renewables, it's about building a new energy system built for the future. In this episode, we speak with Tim Montague, solar developer, clean-tech advisor, and host of The Clean Power Hour. We'll discuss the realities of the energy transition, the current state of battery storage, the growing issue of solar panel end-of-life and recycling, and the environmental footprint of mining the critical minerals needed for EVs and batteries. The conversation also tackles how AI is reshaping energy demand and grid resilience, and what it will take to build a cleaner, smarter power system for generations ahead.

SBS Urdu - ایس بی ایس اردو
The human cost of renewables: Why Australia should build solar here - قابلِ تجدید توانائی کی انسانی قیمت: آسٹریلیا کے لئےشمسی توانائی کی مقامی صنعت کیوں ضروری ہے؟

SBS Urdu - ایس بی ایس اردو

Play Episode Listen Later Dec 19, 2025 7:24


With the renewable energy transition underway in Australia, the higher than expected uptake of solar panels has human rights groups concerned about links to Uyghur forced labour in the supply chain. As Australia looks into developing its own solar panel industry, rights groups say government and industry should work to ensure the clean energy transition isn't at the cost of freedom. - ایک ایسے وقت جب آسٹریلیا اپنی مقامی شمسی پینل صنعت کے قیام پر غور کر رہا ہے انسانی حقوق کے گروپس کا کہنا ہے کہ حکومت اور صنعت کو یہ یقینی بنانا چاہیے کہ شمسی پینلز کی صنعت کاری ورکرز کی آزادی اور انسانی حقوق کی قیمت پر نہ ہو۔

Zero: The Climate Race
How cash-strapped Argentina became a bright spot for renewables

Zero: The Climate Race

Play Episode Listen Later Dec 18, 2025 34:46 Transcription Available


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.

Business daily
BP appoints Big Oil's first female CEO to continue shift away from renewables

Business daily

Play Episode Listen Later Dec 18, 2025 5:20


London-based energy giant BP announced on Wednesday it was appointing Meg O'Neill as CEO starting on April 1. The executive, who has been at the head of Australian group Woodside Energy for the past four years, is expected to focus her efforts on the company's core oil and gas activities in a bid to catch up with rivals. Also in this edition: YouTube gains the rights to broadcast the Oscars ceremony starting in 2029, underlining streaming's increasing power in Hollywood. 

NES Chat - The Recruitment Podcast
A 20-Year Journey of Recruiters, Relocation, and Dream Roles with Rodney | EngineeringPro Podcast

NES Chat - The Recruitment Podcast

Play Episode Listen Later Dec 16, 2025 29:28


This is EngineeringPro, where we talk to engineering professionals across the world about their experiences, insights into their industries, and learn more about how the engineering world works. Today's guest is Rodney, an engineer with over 20 years of experience in the oil and gas and power industries. He's currently working as an ICSS engineer in France. We'll explore his career journey, how he left his home in The Philippines for new opportunities in Europe, and how he navigates balancing family life with embracing new career opportunities. NES Fircroft has over 90 years' combined experience of delivering workforce solutions to the global energy industry. We provide tailored staffing solutions, sourced from a global talent pool by a dedicated, discipline specific team of consultants. We are proud to be the world's leading engineering staffing provider spanning the Oil & Gas, Power & Renewables, Infrastructure, Life Sciences, Mining, Automotive and Chemicals sectors worldwide.

The Fully Charged PLUS Podcast
Why Clean Energy Will Always Win (Eventually...) with Cleantechnica

The Fully Charged PLUS Podcast

Play Episode Listen Later Dec 15, 2025 65:51


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

Redefining Energy
208. AI vs. Energy: the cost of speed - dec25

Redefining Energy

Play Episode Listen Later Dec 15, 2025 31:01 Transcription Available


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 

Earth911.com: Sustainability In Your Ear
EarthX CEO Peter Simek on Cultivating Bipartisan Climate Strategies

Earth911.com: Sustainability In Your Ear

Play Episode Listen Later Dec 15, 2025 45:17 Transcription Available


Subscribe to receive transcripts by email. Read along with this episode.For 15 years, the Dallas-based climate conference the EarthX conference has created space where fossil fuel executives and environmental activists, Republican appropriations chairs and Democratic climate hawks, find common ground. The organization targets three core stakeholders: the corporate world, policymakers, and investors seeking startups where environmental solutions are baked into the bottom line. Peter Simek, EarthX's CEO, explains how reframing climate action around shared values—stewardship, economic opportunity, and love of the land—unlocks support that crisis messaging alone cannot reach.The doom story doesn't sell, Simek explained. “We're not motivated as a species by doomsday language. It puts people in fight-or-flight mode.” He points out how climate became an identity issue, tangled up in culture-war debates over hamburgers and gas-powered trucks, when the real conversation should center on clean air, clean water, and protecting the places we love. “The EPA and the Clean Air and Clean Water Act were passed during the Nixon administration,” he notes. “There are ways to message this that appeals across lines.”Simek bets heavily on bottom-up action as EarthX works to build bridges. States, cities, and private capital often move faster than federal mandates, he argues, and they're harder to reverse with a single executive order. Texas leads the nation in renewable energy deployment because wind and solar make bottom-line sense. “Even as there's a policy turn against it, there's still the driving reality that solar and wind are viable energy sources,” he says. A new event in 2026, the EarthX Institute, will focus on two policy priorities: nuclear energy, where bipartisan consensus is growing, and urban biodiversity.Whether conversations at forums like EarthX translate into policy velocity that matches the pace of climate impacts remains to be seen. Simek says he stays focused on tracking downstream results, specifically the investments funded, the coalitions built, and the policies incubated from the local level up. “It's about finding those ways in which there's common sense, common ground, common values,” he says. “Elements to talking about nature and the environment that no one can really disagree with.”Learn more about EarthX and its upcoming April 2026 conference at earthx.org.Subscribe to Sustainability In Your Ear on iTunesFollow Sustainability In Your Ear on Spreaker, iHeartRadio, or YouTube

Proactive - Interviews for investors
Chariot CFO on renewables push as funding is secured for SA wind projects

Proactive - Interviews for investors

Play Episode Listen Later Dec 15, 2025 5:46


Chariot Ltd (AIM:CHAR, OTC:OIGLF) chief financial officer Julian Maurice-Williams talked with Proactive's Stephen Gunnion about two key announcements tied to the company's renewable energy operations in South Africa. The first announcement covers the financial close of two large-scale wind power projects — Zen (100MW) and Bergriver (94MW) — both located in the Western Cape. Maurice-Williams highlighted that Chariot Generation and Trading, a new subsidiary, owns 24% of the assets alongside project lead Acciona Energía. Construction is set to begin imminently, with commissioning targeted for mid-2027. The second announcement focuses on the financing of Chariot's stake. Maurice-Williams explained the multi-layered structure, stating: “We brought in a strategic partner, and we've done it all at the subsidiary level… around $100 million net.” Funding sources include $284 million of project finance debt from Standard Bank and Investec, a $17 million equity investment from South African fund Mahlako, and a $9 million mezzanine facility from Standard Bank. He also outlined how the structure ensures no dilution at the parent level, while retaining control of the renewable business. Looking ahead to 2026, Chariot aims to generate material revenues from both its renewable and upstream oil and gas arms. Maurice-Williams also noted that the company is exploring the separation of these divisions and has entered discussions with ACWA Power regarding a broader Southern African sustainable energy platform. Visit Proactive's YouTube channel for more company interviews. Don't forget to like the video, subscribe, and enable notifications for future updates. #ChariotLtd #RenewableEnergy #WindPower #SouthAfricaEnergy #EnergyTransition #ProjectFinance #ElectricityTrading #CleanEnergy #JulianMauriceWilliams #ProactiveInvestors #EnergyInvestment #ACWAPower

AMERICA OUT LOUD PODCAST NETWORK
Renewables are dead: The world is scaling up on oil, gas, and coal

AMERICA OUT LOUD PODCAST NETWORK

Play Episode Listen Later Dec 12, 2025 57:32 Transcription Available


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...

The Energy Question
The Oil and Gas Global Markets Update with Wasif Latif, Co-Founder, President and CFO of Sarmaya Partners

The Energy Question

Play Episode Listen Later Dec 12, 2025 55:29


Wasif Latif, Co-Founder, President & Chief Investment Officer at Sarmaya Partners, stops by the Energy News Beat and Energy Impacts Podcasts - With Stu Turley, and David Blackmon for an in-depth look at the global oil and gas financial markets. 1. The performance and investment strategy of the Sarmaya Partners ETF called "Lens". Wasif Latif, the co-founder and CIO of Sarmaya Partners, discusses how the Lens ETF has performed very well since its launch, up over 50%, by investing in stocks and commodities related to the "return to tangibles" investment theme.2. The outlook for the energy and commodities markets, including oil, natural gas, copper, and precious metals like gold and silver. Latif believes there is a looming supply deficit in these commodities due to underinvestment, which will lead to higher prices in the coming years.3. The challenges and limitations of the renewable energy transition, particularly the reliance on technologies like lithium-ion batteries that have significant constraints. Latif argues the transition to renewable energy will take much longer than commonly projected.4. The geopolitical tensions and supply disruptions impacting energy and commodity markets, such as the recent incidents involving tankers and oil platforms. Latif discusses how these short-term events are often "noise" that don't change the underlying supply and demand fundamentals.5. The broader macroeconomic and policy environment, including high inflation, rising interest rates, and increased government intervention, which Latif believes will be favorable for tangible assets and commodities over the long term.00:00 Intro Return to Tangibles01:11 ETF LENS is by Sarmaya Partners03:35 Is the world oversupplied with oil06:10 Geopolitical Risk to Oil07:09 Shale Boom and Break-even for Oil10:06 Companies looking for exploration locations11:38 Policy impacting prices16:58 Market Cycles20:21 Markets like Copper23:42 Global Markets and deindustrialization27:15 Grid complexities of AC vs DC28:56 Renewables impact on Energy37:30 Investing and day trading 41:45 Recycling and Copper48:20 Nuclear and AIFollow Wasif on LinkedIn https://www.linkedin.com/in/wasiflatif/Check out https://sarmayapartners.com/Check out the Substack: https://sarmayakar.substack.com/Check everything David Blackmon on Blackmon.substack.com

Energy News Beat Podcast
The Oil and Gas Global Markets Update with Wasif Latif, Co-Founder, President and CFO of Sarmaya Partners

Energy News Beat Podcast

Play Episode Listen Later Dec 12, 2025 55:29


Wasif Latif, Co-Founder, President & Chief Investment Officer at Sarmaya Partners, stops by the Energy News Beat and Energy Impacts Podcasts - With Stu Turley, and David Blackmon for an in-depth look at the global oil and gas financial markets. 1. The performance and investment strategy of the Sarmaya Partners ETF called "Lens". Wasif Latif, the co-founder and CIO of Sarmaya Partners, discusses how the Lens ETF has performed very well since its launch, up over 50%, by investing in stocks and commodities related to the "return to tangibles" investment theme.2. The outlook for the energy and commodities markets, including oil, natural gas, copper, and precious metals like gold and silver. Latif believes there is a looming supply deficit in these commodities due to underinvestment, which will lead to higher prices in the coming years.3. The challenges and limitations of the renewable energy transition, particularly the reliance on technologies like lithium-ion batteries that have significant constraints. Latif argues the transition to renewable energy will take much longer than commonly projected.4. The geopolitical tensions and supply disruptions impacting energy and commodity markets, such as the recent incidents involving tankers and oil platforms. Latif discusses how these short-term events are often "noise" that don't change the underlying supply and demand fundamentals.5. The broader macroeconomic and policy environment, including high inflation, rising interest rates, and increased government intervention, which Latif believes will be favorable for tangible assets and commodities over the long term.00:00 Intro Return to Tangibles01:11 ETF LENS is by Sarmaya Partners03:35 Is the world oversupplied with oil06:10 Geopolitical Risk to Oil07:09 Shale Boom and Break-even for Oil10:06 Companies looking for exploration locations11:38 Policy impacting prices16:58 Market Cycles20:21 Markets like Copper23:42 Global Markets and deindustrialization27:15 Grid complexities of AC vs DC28:56 Renewables impact on Energy37:30 Investing and day trading 41:45 Recycling and Copper48:20 Nuclear and AIFollow Wasif on LinkedIn https://www.linkedin.com/in/wasiflatif/Check out https://sarmayapartners.com/Check out the Substack: https://sarmayakar.substack.com/Check out the full Transcript on https://energynewsbeat.co/and https://theenergynewsbeat.substack.com/

The 'X' Zone Radio Show
Rob McConnell Interviews - DR. ROBERT WILLISCROFT - From Global Warming to Nuclear Power

The 'X' Zone Radio Show

Play Episode Listen Later Dec 12, 2025 60:01 Transcription Available


In this compelling episode of Rob McConnell Interviews, Rob is joined by Dr. Robert Williscroft, scientist, author, and expert in climatology, engineering, and advanced technologies, for a deep dive into the heated global debate surrounding climate change and the future of energy. Dr. Williscroft examines the scientific realities behind global warming, separating hard data from political rhetoric, while offering a pragmatic look at solutions that could actually work. Central to the conversation is the role of nuclear power—its potential, its misconceptions, and its capacity to provide clean, scalable, and reliable energy in a carbon-constrained world. With clarity and authority, Dr. Williscroft guides listeners through the challenges, myths, and opportunities that shape our planetary future. Thought-provoking, balanced, and rich with insight, this interview encourages audiences to re-evaluate what they think they know about climate science and energy policy.Become a supporter of this podcast: https://www.spreaker.com/podcast/the-x-zone-radio-tv-show--1078348/support.Please note that all XZBN radio and/or television shows are Copyright © REL-MAR McConnell Meda Company, Niagara, Ontario, Canada – www.rel-mar.com. For more Episodes of this show and all shows produced, broadcasted and syndicated from REL-MAR McConell Media Company and The 'X' Zone Broadcast Network and the 'X' Zone TV Channell, visit www.xzbn.net. For programming, distribution, and syndication inquiries, email programming@xzbn.net.We are proud to announce the we have launched TWATNews.com, launched in August 2025.TWATNews.com is an independent online news platform dedicated to uncovering the truth about Donald Trump and his ongoing influence in politics, business, and society. Unlike mainstream outlets that often sanitize, soften, or ignore stories that challenge Trump and his allies, TWATNews digs deeper to deliver hard-hitting articles, investigative features, and sharp commentary that mainstream media won't touch.These are stories and articles that you will not read anywhere else.Our mission is simple: to expose corruption, lies, and authoritarian tendencies while giving voice to the perspectives and evidence that are often marginalized or buried by corporate-controlled media

Have We Got Planning News For You
Renewables - A Sprint to the Line for Clean Power 2030 with Thea Osmund-Smith #HWGPNFYlive25

Have We Got Planning News For You

Play Episode Listen Later Dec 11, 2025 17:54


In this episode, panellist Thea Osmund-Smith of No5 Chambers outlines the current state of Renewable Energy in the UK, and also shows what is necessary in order for it to meet its Clean Power 2030 targets. The Clean Power 2030 initiative aims for Great Britain to generate 95% of its electricity from clean sources by the year 2030, focusing on renewable energy like solar and wind, while also enhancing grid infrastructure.This is a series of specials from the inaugural Have We Got Planning News For You Live Conference, which took place at The Honourable Society of the Inner Temple in London. We will have a new episode every weekday right up until the publication of the new revised NPPF (which may or may not release around the 18th of December...).Donate to the ⁠⁠Child Poverty Action Group⁠⁠.Conference resources can be found on our ⁠⁠website here⁠⁠.Have We Got Planning News for You is a light-hearted review of the month's latest developments by six barristers from across the Planning Bar: Paul Tucker KC, Thea Osmund-Smith, Sasha White KC, Charlie Banner KC, Victoria Hutton and Christopher Young KC.The views expressed by our guests are their own and do not necessarily represent the views of the panellists.#HWGPNFY #HWGPNFYlive25

Clive Holland on Fix Radio Podcast
What's Your Proudest Moment in the Trade? Notre Dame Carpenter & Connie Pawsey

Clive Holland on Fix Radio Podcast

Play Episode Listen Later Dec 10, 2025 28:09


In this episode of The Clive Holland Show, we're shining a light on the real, hard-earned moments of pride that define a career in the trades. What are those quiet achievements that make you stop and say, “Yeah… that'll do nicely.”Whether you're an apprentice just starting out or a seasoned pro with decades under your belt, this episode is all about celebrating the graft that often goes unnoticed. We're joined by:Martin Lorentz, a skilled carpenter calling in from France, sharing his incredible experience restoring Notre Dame Cathedral and the story of the unforgettable wedding he celebrated inside the building.Connie Pawsey, discussing her beginnings in the renewables trade and the proud moments that have shaped her journey so far. Tune in for uplifting stories, authentic trade talk, and a well-deserved spotlight on the proudest moments that make this industry special. Catch Clive On Fix Radio Monday - Thursday 12 PM - 3 PM Across The UK On DAB Radio And Online At https://www.fixradio.co.uk/ 

Ben Fordham: Highlights
‘$128 billion' - Another big cost blowout on renewables rollout

Ben Fordham: Highlights

Play Episode Listen Later Dec 9, 2025 2:38


See omnystudio.com/listener for privacy information.

Alan Jones Daily Comments
‘$128 billion' - Another big cost blowout on renewables rollout

Alan Jones Daily Comments

Play Episode Listen Later Dec 9, 2025 2:38


See omnystudio.com/listener for privacy information.

Redefining Energy
207. E-Mobility and V-2-X - dec25

Redefining Energy

Play Episode Listen Later Dec 8, 2025 29:00 Transcription Available


Gerard is on stage with Adele Zhao - Trina Solar and Thomas Raffeiner- The Mobility House at the Smarter E Conference.In a conversation hosted by Jonathan Gifford, they discuss about the future for the intersection of e-mobility and renewable energy.  The conversation has been released as an Episode of “Powering Through” entitled The Resilience of Renewables. Participants take a closer look at the power of the e-mobility revolution, and what is needed to continue to push it forward. The uptake of e-mobility in Europe and China is discussed, along with the implications for energy storage and industry.Ultimately, the promise of a vast, mobile fleet of batteries is presented – offering a hopeful vision for emissions-free mobility and energy provision.  Main topics:What is the status of e-mobility adoption and implications for car makersHow EVs can interact with the grid and the promise for energy securityWhat Global EV-Battery Cooperation Might Look LikeYou can watch it on Youtube https://www.youtube.com/watch?app=desktop&v=M2qM58Vz9Rc  

SL Advisors Talks Energy
Midstream And Variable Costs

SL Advisors Talks Energy

Play Episode Listen Later Dec 7, 2025 4:50


Renewables' advocates are fond of linking solar and wind with the power needs of data centers. Superficially, the marriage of new technology and new energy seems inevitable. Bloomberg New Energy Finance (BNEF) is just one example of media outlets that are telling this story (see Power Hungry Data Centers Are Driving Green Energy Demand). Inconveniently, […]

The Next Five
Leading The Energy Transition: Where Are We Now?

The Next Five

Play Episode Listen Later Dec 5, 2025 32:57


As the UN's Secretary-General António Guterres said in July this year, “Now, we are on the cusp of a new era. Fossil fuels are running out of road. The sun is rising on a clean energy age.” Renewables and nuclear did reach an historic 40% share of global electricity generation in 2024, with renewables alone supplying roughly 32% of global power for the first time. But the length of this road and the speed we are travelling down it, will determine the success of the world's energy transition. In this episode we explore where we are in the energy transition, the challenges, technologies and the policies. Joining Tom as guests are Elisabeth Cremona, Senior Energy Analyst for Europe at Ember, Massimo Battaini, CEO of Prysmian and María Mendiluce, CEO of We Mean Business Coalition.Sources: FT ResourcesThis content is paid for by Prysmian and is produced in partnership with the Financial Times' Commercial Department. The views and claims expressed are those of the guests alone and have not been independently verified by The Financial Times. Hosted on Acast. See acast.com/privacy for more information.

Lawyers Weekly Podcast Network
Why renewables M&A is heating up, despite regulatory hurdles

Lawyers Weekly Podcast Network

Play Episode Listen Later Dec 5, 2025 24:58


Interest and investment in renewables is one of the fastest-growing areas of M&A in the current climate. For lawyers practising in this space, this brings various challenges in wading through a shifting landscape, but also myriad opportunities to best serve clients. In this episode of The Lawyers Weekly Show, host Jerome Doraisamy speaks with Holding Redlich partners Jeanne Vallade and Dhanushka Jayawardena about their respective work at the BigLaw firm, why renewables is such a fast-growing space for M&A, the tax implications, the headline challenges being experienced, political influences, making such developments work for foreign investors, and ensuring best practice in a fast-moving landscape. The trio also delves into early and integrated due diligence, following the life cycle of a project, the popularity of battery energy storage systems, regulatory hurdles to grapple with, how best to advise clients in the current climate, what excites them about their work in this space moving forward, and "bringing a little piece of [a] complex puzzle to the bigger, bigger picture". If you like this episode, show your support by rating us or leaving a review on Apple Podcasts (The Lawyers Weekly Show) and by following Lawyers Weekly on social media: Facebook, X and LinkedIn. If you have any questions about what you heard today, any topics of interest you have in mind, or if you'd like to lend your voice to the show, email editor@lawyersweekly.com.au

The John Batchelor Show
S8 Ep149: 1/4. Market Adaptations, Fossil Fuels, and Physical Limits of Renewables — Terry Anderson (Editor) — Anderson introduces Adapt and Be Adept, examining market-driven responses to climate change while applying Pascal's Wager analytical framew

The John Batchelor Show

Play Episode Listen Later Dec 1, 2025 9:45


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

Redefining Energy
206. Renewables Repriced: Hedge Funds and Algo power trading - dec25

Redefining Energy

Play Episode Listen Later Dec 1, 2025 31:48 Transcription Available


For much of the past two decades, renewable energy investment was viewed as a core infrastructure play—favoured by funds and long-term capital seeking predictable, government-backed cash flows. Yet the gradual phase-out of subsidies and the increasing exposure of renewables to wholesale power price volatility have eroded that stability.Are investors misreading the new market dynamics? And can renewable portfolios be optimized under a fundamentally different investment logic?FlexPower, founded in 2022 in Hamburg and, as of October 2025, fully owned by Citadel, the global hedge fund, represents this shift. The firm operates at the intersection of short-term power trading and battery optimization, deploying data-driven strategies across European markets.FlexPower exemplifies how agile, technology-led firms are reshaping power markets by leveraging algorithmic trading, high-frequency data analytics, and real-time dispatch optimization. Their approach contrasts sharply with traditional infrastructure investors who continue to rely on fixed offtake agreements and policy support.In conversation with FLexPower Managing Director Amani Joas, Laurent and Gerard examine how algorithmic trading and hedge fund participation are redefining price formation in grids increasingly dominated by intermittent renewables. The discussion highlights a structural divergence: while incumbents pursue regulatory certainty, new entrants monetize volatility itself—treating renewable assets as dynamic trading platforms rather than passive infrastructure.The energy transition is no longer just a technological revolution—it's a financial one.

The Recruitment Mentors Podcast
The Rebuild: Turning a £4M Crisis Into a Renewables Powerhouse with Matt Sykes

The Recruitment Mentors Podcast

Play Episode Listen Later Dec 1, 2025 79:15


When Matt Sykes took over JD Ross Europe, he inherited a £4M ledger crisis, a merged brand that wasn't working, and a team that needed a complete reset.In this episode, we walk through how that crisis forced a full pivot into renewables and how the business grew into a multi-country powerhouse across France, Germany, the Netherlands, Italy and beyond.You can connect with Matt here: https://www.linkedin.com/in/sykesmatthew/-------------------------Watch the episode on YouTube: https://youtu.be/2jmoIfX7sYQ-------------------------Sponsors - Claim your exclusive savings from our partners with the links below:Sourcewhale - Check Out Sourcewhale & Claim Your Exclusive Offer Here.Raise - Check Out Raise & Claim Your Exclusive Offer Here.-------------------------Extra Stuff:Learn more about our online skills development platform Hector here: https://bit.ly/47hsaxeJoin 6,000+ other recruiters levelling up their skills with our Limitless Learning Newsletter here: https://limitless-learning.thisishector.com/subscribe-------------------------Get in touch:Linkedin: https://www.linkedin.com/in/hishemazzouz/-------------------------

The Asia Climate Finance Podcast
Ep74 Small Nuclear, TRISO, and Data Centres Decarbonisation, ft Stephen Edkins, Koya Nuclear

The Asia Climate Finance Podcast

Play Episode Listen Later Nov 28, 2025 37:59 Transcription Available


Comments/ideas: theasiaclimatecapitalpodcast@gmail.com Stephen Edkins, CEO of Koya Nuclear, examines how TRISO fuel and small modular reactors could reshape Asia's decarbonisation pathways. The discussion explains what TRISO is, why its high-temperature resilience and safety profile matter, and how it changes the economics of SMR projects. Stephen also explores government policy, financing hurdles, supply-chain needs, and why he expects a significant SMR build-out once a handful of designs reach commercial scale in the 2030s.ABOUT STEPHEN: Stephen Edkins is the Chief Executive Officer of Koya Nuclear, a company that focuses on producing and supplying TRISO nuclear fuel for small modular reactors. He has been working and investing in the clean energy space for over 20 years. He was part of the team that took solar and battery companies to the New York Stock Exchange (ticker symbol SOL) and the London Stock Exchange (ticker symbol IKA) respectively, and was also involved in the early stages of Envision Energy. Prior to that, he was an investment banker in New York covering Latin America with Banco Santander. Originally from the United Kingdom, he holds a Master of Arts degree in Philosophy, Politics and Economics from the University of Oxford.FEEDBACK: Email Host | HOST, PRODUCTION, ARTWORK: Joseph Jacobelli | MUSIC: Ep0-29 The Open Goldberg Variations, Kimiko Ishizaka Ep30-50 Orchestra Gli Armonici – Tomaso Albinoni, Op.07, Concerto 04 per archi in Sol - III. Allegro. | Ep51 – Brandenburg Concerto No. 4 in G, Movement I (Allegro), BWV 1049 Kevin MacLeod. Licensed under Creative Commons: By Attribution 4.0 License

Next in Tech
The Big Picture Reports

Next in Tech

Play Episode Listen Later Nov 25, 2025 26:05


The latest Big Picture reports are out and cover a wide range of topics from financial markets to supply chains and onward to technology and AI. Two of the authors, Lindsey Hall and Chris Rogers, join host Eric Hanselman to talk about sustainability, supply chains and AI. These are tightly interwoven and their dependencies spill out into geopolitics, as well. Sustainability conversations have focused on climate adaptation and resilience. Climate risks are growing and yet only 35% of businesses have adaptation plans in place. The urgent demands for AI infrastructure are consuming both energy and the materials to build data centers. Meeting those needs is shifting sustainability priorities for the companies looking to deploy AI, as well as energy focus. Renewables are still a key part of energy plans, but they've moved to an all-of-the-above approach to fuel AI-driven consumption levels. It's been what could be called an un-fun year in supply chain. Uncertainty has become the new certainty. Changes in tariff policies have had the side effect of pushing the affected countries closer together. That's led to reshoring efforts, which have seen particular growth in ASEAN countries. One of complexities of this shift is that labor forces are now competing with manufacturing automation and robotics, rather than skills and cost differentials in different regions. The rise of agentic AI is only increasing pressure on infrastructure and energy supplies as it accelerates operational velocity.  More S&P Global Content: Insights in Motion: See the Big Picture How data, AI and standards can help address sustainability challenges 5 Climate Week NYC takeaways setting the scene for decision-making in 2026 Three Tools for Trump Tariffs 2.0 Climate costs are rising, but few companies have an adaptation plan All Things Sustainable Podcast Next in Tech podcast: Agentic Customer Experience CERAWeek Conference For S&P Global Subscribers: Agents are already driving workplace impact and agentic AI adoption – Highlights from VotE: AI & Machine Learning Benchmarking digital maturity: Are businesses ready for agentic AI? – Highlights from VotE: Customer Experience & Commerce Pace of AI agent advancement could spur M&A in the sales automation market Big Picture Report: 2026 AI Outlook – Unleashing agentic potential Credits: Host/Author: Eric Hanselman     Guests: Lindsey Hall, Chris Rogers Producer/Editor: Feranmi Adeoshun Published With Assistance From: Sophie Carr, Kyra Smith

ARC ENERGY IDEAS
New Canadian Electricity Outlook: Bullish Load Growth and a Major Renewables Buildout

ARC ENERGY IDEAS

Play Episode Listen Later Nov 25, 2025 43:30


This week on the podcast, we dig into a new report on renewable growth in Canada, “Canada's Renewable Energy Market Outlook 2025”, a joint study by Dunsky Energy + Climate Advisors and the Canadian Renewable Energy Association (CanREA). To unpack the findings and the broader state of renewables in Canada, we're joined by Leonard Kula (Vice President of Policy – Eastern Canada and Utility Affairs, CanREA), Ahmed Hanafy (Partner, Dunsky Energy + Climate Advisors), and Vittoria Bellissimo (President and CEO, CanREA). Peter and Jackie asked our guests: What are your expectations for growth in Canadian electricity demand through 2035 and 2050? How does demand from AI data centers contribute? As intermittent renewable generation rises, do you see technical limits, such as reliability, that put a ceiling on growth?  Do project developers source the wind turbines and solar modules from China, and should Canada push for more domestic content? Do renewables face issues with “not in my backyard” (NIMBYism)? Can renewables contribute meaningfully to meeting the fast-growing demand from data centers, which need near-perfect levels of reliability? Do you expect renewable energy growth in Alberta, given the market changes that have weakened the investment case?  Content referenced in this podcast includes:Bell: Go time! Danielle Smith and Mark Carney agree to a pipeline deal - Calgary Herald (November 22, 2025)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 

Redefining Energy
205. Elexon: The Hidden Engine of Britain's Power Market - nov25

Redefining Energy

Play Episode Listen Later Nov 24, 2025 29:57 Transcription Available


Running a power market isn't just about generating electricity—it's about making sure every kilowatt is accounted for. Someone has to calculate who owes what, make sure the rules are fair, and keep the system balanced in real time. Think of it as being an accountant, a banker, and a referee—all rolled into one. In the UK, that vital but largely invisible role is handled by Elexon.Elexon is the Balancing and Settlement Code Company (BSCCo) for Great Britain. They are the neutral heartbeat of the electricity market, making sure the lights stay on and energy imbalances are accurately billed. They provide the transparency, fairness, and precision that keeps the whole system running—and prevent anyone from gaming the market. Formerly part of National Grid, Elexon has always been independent and is owned by the 13 largest market participants.In this episode, Laurent and Gerard sit down with Peter Stanley, CEO of Elexon, to dive deep into the nuts and bolts of the balancing market. They break down why system costs have quintupled in recent years, hitting £8 billion a year, how settlement processes are being modernized, and the surprising ways AI is starting to shape the market.Elexon isn't just about numbers—it's the backbone of the UK's Clean Power by 2030 plan (CP30). By keeping the system balanced and efficient, Elexon is helping drive the near-total elimination of fossil fuels from the power grid, making a cleaner, greener future possible.Get ready for a technical—but fascinating—ride behind the scenes of the UK electricity market.

ThinkEnergy
Blue energy: powering the future with Marine Renewables Canada

ThinkEnergy

Play Episode Listen Later Nov 24, 2025 46:41


Waves, river currents, and tidal turbines could help power Canada's clean energy future. Trevor speaks with Elisa Obermann, Executive Director at Marine Renewables Canada, about the promise of marine energy and how countries like Canada are pursuing its potential. They explore how emerging 'blue energy' technologies complement solar and wind, support coastal and Indigenous communities, and move us toward a more sustainable, diverse net-zero grid.   Related links    Marine Renewables Canada: https://marinerenewables.ca/ Fundy Ocean Research Center for Energy (FORCE): https://fundyforce.ca/ canmetENERGY: https://natural-resources.canada.ca/science-data/science-research/research-centres/canmetenergy Yuquot Wave Energy Project: https://barkley.ca/project/yuquot-wave-energy-project/ Blind Channel Tidal Energy Demonstration Centre: https://onlineacademiccommunity.uvic.ca/primed/blind-channel/ European Marine Energy Center (EMEC): https://www.emec.org.uk/ Canadian Hydrokinetic Turbine Test Centre: (CHTTC): http://www.chttc.ca/ Elisa Obermann on LinkedIn:https://www.linkedin.com/in/elisa-obermann-07469245/    Trevor Freeman on LinkedIn: https://www.linkedin.com/in/trevor-freeman-p-eng-8b612114    Hydro Ottawa: https://hydroottawa.com/en      To subscribe using Apple Podcasts:  https://podcasts.apple.com/us/podcast/thinkenergy/id1465129405   To subscribe using Spotify: https://open.spotify.com/show/7wFz7rdR8Gq3f2WOafjxpl   To subscribe on Libsyn: http://thinkenergy.libsyn.com/ --- Subscribe so you don't miss a video: https://www.youtube.com/user/hydroottawalimited   Follow along on Instagram: https://www.instagram.com/hydroottawa   Stay in the know on Facebook: https://www.facebook.com/HydroOttawa   Keep up with the posts on X: https://twitter.com/thinkenergypod --- Transcript: Trevor Freeman  00:00 Welcome to thinkenergy, a podcast that dives into the fast, changing world of energy through conversations with industry leaders, innovators and people on the front lines of the energy transition. Join me, Trevor Freeman, as I explore the traditional, unconventional and up and coming facets of the energy industry. If you have any thoughts, feedback or ideas for topics we should cover, please reach out to us at think energy at hydro ottawa.com, hi everyone, and welcome back. I have a really great conversation for you today, but before I get to that, I think it's worth a minute or two of time to revisit some first principles people approach the energy conversation from all different backgrounds and angles, and I think it's good to make sure that we're all on the same page when it comes to some foundational knowledge before we dive into our topic today, the thing that I want to quickly review is electricity generation. Now don't worry, we're not going to get into an advanced physics level of knowledge on this, but I just want to quickly refresh everyone on the basics. And by the same token, to all of you advanced physics folks out there that are listening, please forgive me if I'm slightly off on a detail or two, as long as I don't mess up the core foundational information. So for the most part, the electricity that we use is primarily generated by spinning a coil of wire around a magnet, or inversely, spinning a magnet inside a coil of wire that causes electrons to move, and that flow of electrons is electricity. For the most part, that combination of coiled wire and magnets and a spinning motion is what makes most of our electricity. There is one major exception to this, which is solar power that doesn't involve spinning anything. But other than that, our major electricity sources utilize that spinning motion, and I'm not including hydrogen fuel cells here as a major source of electricity. So let's keep going with this spinning idea. Then the next question is, how do we make things spin? One very common method is heat. Let's say you burn something, coal or natural gas, for example, which creates heat. You then use that heat to boil water, which makes steam, which you can push at high pressure against turbine blades to make them spin. It's as simple as that. The problem is, burning things creates harmful emissions, which are causing climate change. You can also generate heat with non emitting sources, and a major one, especially here in Ontario, is nuclear power, splitting atoms in a controlled environment, a nuclear reaction generates heat and then the process is the same as previously described. So as complex as a nuclear reactor is its main purpose when it comes to electricity generation, is simply making heat so we can boil water and create steam, et cetera, other than heat. The other way to make things spin is to utilize naturally occurring kinetic energy. So that means something that's already happening out there that carries a lot of force that can push a turbine blade. This would include wind energy, so using the force of the wind to turn large wind turbines and hydro electricity, which uses water being pulled downhill by gravity, so a flowing river or a large dam to turn that turbine the same end results that spinning motion, but no need to create heat to get there. We're almost done with the science lesson, so just bear with me for another few seconds as we think about reducing our carbon emissions, finding ways to generate electricity that don't require burning fossil fuels is really important. Solar definitely has a role to play, but we also need more emissions free ways to spin things. I mentioned some of the more traditional ones, like solar and wind energy, but today's conversation is about some lesser known, emerging methods, which are covered by the term marine renewable energy generation. Phew, it was a long walk to get there, but we finally got here. All of that is to tee up my conversation today with Elisa Obermann, the Executive Director of Marine Renewables Canada. Marine Renewables Canada is the National Association for tidal wave and river current energy in addition to offshore wind. But it's those first three generation strategies that I am particularly interested in as non mainstream ways to spin things. These technologies are known as blue energy, but are often overshadowed by the more common renewable energies that we talked about, solar and wind generation. So I'm really excited to chat with Elisa to shed some light on them. Today. Elisa has served as the executive director of marine renewables Canada since 2015 she's a founding member of both the Electricity Alliance Canada and the Canadian Council on Renewable Electricity. She has also worked for several other organizations that focus on clean technology, tidal energy and the broader renewable energy sector, including Sustainable Development Technology Canada, the Fundy Ocean Research Center for Energy. Which you'll hear us talk about today as force and Nova scotia's Department of Energy. Elisa Obermann, welcome to the show.   Elisa Obermann  05:07 Hi. Thank you very much for having me.   Trevor Freeman  05:09 So, let's start off kind of with the basics. Elisa, why don't you tell us a little bit about your background and how you got into this pretty unique space in the energy sector that we're going to dive into a little bit more.   Elisa Obermann  05:22 Sure. So I decided after doing my undergrad, so I'm going kind of way back here, all the way back. Yeah, exactly. I did a degree, a bachelor's degree in English, but I really wanted to get involved in something that would help me do more for the environment, play a role in the future. So I decided to go back to school to do a public policy degree. And the first internship I had was with Nova Scotia Department of Energy, and it was actually on the oil and gas side of things, but my thinking was, well, this will get me eventually to where I want to go and working more in renewables. And that's essentially exactly what happened. And so I started working more and more there on renewable energy. Then started working on the province's marine renewable energy strategy. So it really kind of got me into this kind of path of, you know, working on climate change and renewable energy. And the other thing I will also say is that I grew up in Maine and really close to the ocean, and so after university, I moved to Toronto for a while, and I thought to myself, like, I really just want to do something that takes me back to the ocean. So this really combines both kind of goals I had for myself, in terms of working to protect and help the environment, and then also staying close to the ocean.   Trevor Freeman  06:35 Yeah. I mean, that makes a ton of sense. It's interesting. I talked to a lot of people, obviously, and often the question of career path comes up, and it's funny to see the things that we're passionate about in those early days, no one could guess how that comes to fruition later on in our careers. And you know, I've got some similar stories of wanting to save the world when I was in university and having no idea how the different paths that that would take me on. So great to hear your story. Thanks for sharing that. Tell us now a little bit about your organization, marine renewable Canada, and you know, kind of its vision for how marine renewables will fit into the energy sector.   Elisa Obermann  07:10 Yeah. So marine renewables Canada is a National Association. We're headquartered in Halifax, but we do work across the country, and actually, our beginnings were in British Columbia, really starting around like wave energy, small scale projects. One of our founding members at the time was BC Hydro. We now have over 200 members, and that's really grown just in the past couple years, because our focus is on wave, tidal, river current energy, but also offshore wind. And so there's been a lot of excitement, especially on the East Coast, around offshore wind, but today I'll probably focus mostly on kind of those water resources and how we're working to advance those. Our mandate is really to champion the sector, help with advocacy, engagement, education, and also expand market opportunities. So obviously we do a lot of work around enabling policies that help open up that market, both here, but also globally. But ultimately, what we'd like to see is that marine renewables is playing a role in getting Canada to net zero and right now. I mean, it's a more emerging technology, if you look at wave, tidal and river, but there's a lot of potential for it to play a big role.   Trevor Freeman  08:20 Yeah, so great. And that's a great segue into kind of the next thing I want to talk about on this show. We often talk about, let's call them the more traditional or conventional or well known energy sources, so our kind of traditional fossil fuel combustion, our other renewable sources, solar and wind, and even offshore wind, I think people have a sense of what that is. I mean, wind energy is the same on land as off land. It's just in a different location. But tell us about the types of marine energy that you're talking about. You just referenced some of them here, you know, take us back to basics. What are we talking about when we talk about marine energy?   Elisa Obermann  08:56  Yeah, absolutely. So I would categorize it as four main kinds, but I also will mention that there are some that our association doesn't cover. And I will touch on those, sure, primarily. So we focus on tidal energy. And when I say tidal I don't mean barrages or dams, which were kind of a more prevalent technology, you know, decades ago. What I'm talking about is what we call tidal stream and so essentially, if you think of, you know, what wind turbines look like, it's essentially a wind turbine, but in the water, so it can be developed or deployed incrementally, which is a lot different than what you think of when you think of a dam that has, you know, very long lasting effects. The idea behind title is that you can install it incrementally if there's concerns and with any kind of impacts to the environment, or concerns with, you know, the technology failing, or anything like that, you are able to remove it, or, you know, have maintenance on it fairly quickly. Wave Energy is another one that we focus on. It's the technology is not as far along as tidal in terms of, you know, getting to a commercial state. And there are many different. Different types of concepts, still for Wave technologies, but essentially, they can be placed near shore or further offshore. One of the things that's been, I think, kind of cool to think about is there's discussions around and some prototype type projects around using wave energy to power, for example, oil and gas platforms and doing that kind of, you know, pairing to help decarbonize that sector's energy use, river current. So I will say a lot of people think marine like that doesn't, you know, make sense rivers, you know, not by the ocean. And the reason we look at it and categorize it as a Marine renewable energy is that the technology is very similar to title, and so it's essentially the same technology that's used, except that it is unidirectional. So when you think of the flow of river, it's going one way, whereas tides, the technology would be used as a bi directional because the tides are going in and out. So but otherwise very, very similar. And then we actually also cover offshore wind, which is, of all of those, you know, a more mature marine renewable technology. And as I said, I think probably today I'll talk mostly about some of the earlier stage technologies. Our association doesn't cover a few others, and I just feel like they're worth mentioning, just because they're kind of cool. Also, floating solar is one that is gaining, you know, I think some more popularity, and also people are looking more what you know, how much of an impact it could have, ocean current technology, which would be kind of further offshore, and ocean thermal. And you can imagine, Ocean Thermal hasn't really been talked about a lot in Canada, because you have colder waters. Like, the technology just isn't right, the right fit.   Trevor Freeman  11:35 Got you okay? So I want to, I've got a whole whack of questions I want to understand, make sure I'm understanding the technology correctly. So let's start with Tidal. For Tidal, obviously, just a quick refresher back to, let's say grade 10 science for our listeners. Tides kind of come in and come out. The water moves up and moves down. You're utilizing that flow of water, that movement of water, which happens twice a day. Is that, right? Twice a day, every 12 hours?   Elisa Obermann  12:02 Yep,   Trevor Freeman  12:02 Good, yeah, just making sure I remember my grades and science most part. And you're using that movement of water to turn turbines that are underwater. Describe those for us. Is that, like you kind of related it to wind energy? Is it like a big wind turbine underwater? Does it look the same? Is it similar to that?   Elisa Obermann  12:20 Yeah, I mean, there's still a few different concepts, but essentially, yeah, that's how you could picture in your mind. I will say some are bottom mounted. So as an example, like it might have a gravity base and be anchored to the well, not even anchored. It could just be the weight of it is holding it to the sea floor. Some of the newer tidal technologies are floating. They're kind of like, on a pontoon type device, and they will have kind of the, you know, the turbines connected to that. But essentially, they're, you know, either way, whether it's floating or seabed mounted, it would be capturing the kinetic energy of the tides   Trevor Freeman  12:54 Gotcha, okay. And then for the run of river ones, it's, it's kind of the same thing. Water is flowing. Typically, rivers are flowing downhill, so that water is always moving, and you've got a turbine in there taking advantage of the fact that that water is moving in a situation where there isn't a dam that's using sort of gravity flow. It's, but it's the same idea. It's, it's flowing water that's turning a turbine. Yes, exactly. So then the one that I'm, I'm sort of not entirely clear on, is waves, like, what is the mechanism there? Is it just the same thing? You're just putting it in a location where there's prevailing waves generated by wind or current or whatever.   Elisa Obermann  13:28 Yeah, that one, I will say, is harder to describe, because I've mentioned there's many different concepts for it, but essentially, if you think of waves like so one concept, maybe this will be easy to visualize, would be more of like a buoy type device, and so it's capturing the height of the wave, like that energy coming through. There's some also called like an oyster. So it opens, like the device opens and closes to capture kinetic energy from waves as well. There's a number of different devices when it comes to to wave energy. And I will also say, depending on where, whether it's closer to shore or further offshore, that the strength of the energy from waves is also can be different too. .   Trevor Freeman  14:08 Yeah. So that's actually what, exactly what my next question was is, how far offshore are we placing these things? Are they like, right at the shore's edge? Are they visible? Are they kind of, you know, whatever, 100 metre out? 500 metres out?   Elisa Obermann  14:22 Yeah, in terms of for TIDAL, I mean, it would be closer to shore, but not necessary. I mean, still quite far out. It's not like you're looking at it and you're, you know, few 100 feet away, further. As an example, like in Nova Scotia, the Bay of Fundy has had several tidal deployments, and it depends on where you are. So there was one that was in a area called southwest Nova Scotia, where, if you were in the harbor, there in Briar Island, is where it was. You could see it right there, like it was very, very close, whereas those being deployed further out. So it really just depends on the location, but also potential impacts to other users. You know. Fisheries, all those kinds of things are considered when they're they're just determining location.   Trevor Freeman  15:04 Got you. And one last question, I apologize, I'm totally going off script here, but you've got me all excited about this, and lots of questions. How is this connected back to land? So you must be running cables, you're generating electricity, you're bringing that back to land, and there's some sort of transformation or storage. It's connected to the provincial grid. Like, what's the connection back to the grid look like?   Elisa Obermann  15:28 Exactly, yeah. So you're exactly right. There will be subsea cables that these devices will be connected to. They'll run to shore. Typically, they'll be connected to a substation, which then would be, you know, transmitting that energy electricity, I should say, to a distribution system or the transmission system. So as an example, force has pretty impressive subsea cables that have already been laid about 64 megawatts capacity with those and they built a substation at that site that then connects to the transmission system.   Trevor Freeman  15:59 Cool, very cool, awesome. Thank you for that. Thanks for entertaining my sort of nerdy curiosity there. So tell us about the benefits. Why is this something that the energy sector should be looking at? What are the benefits of this type of generation?   Elisa Obermann  16:14 Good question, and we get asked a lot. I will say, you know, why are we looking at Marine Renewables when we have solar and onshore wind and hydro that are proven and come at a lower cost, but we know we're going to need more electricity, and so the way we look at we can't put all of our eggs in one basket. We need energy diversity. But also marine renewables, such as Tidal and waves, they have some attributes that other renewables don't, so they can be very complementary to other renewable energy, and actually help to bring on other sources of renewables because of that, you know the synergies that they have. So as an example, and you mentioned it at the beginning, tidal is predictable, so we know when the tides are going to come in and out. We can schedule that. I mean, for energy system planning, we would know even 100 years from now, when exactly is that tide coming out? When is it going to be at peak? And so that's one that is very helpful in terms of reliability, predictability, all those things with waves also, I will say, I mean, they're very similar in some ways, because they are created by wind. So it's kind of the same concept, if you think of bringing it onto the grid, but there is an ability to forecast them further out. And one of the interesting things with wave energy, British Columbia had done some work, and I will say, I think it was the University of Victoria A while ago, just looking at the timing of them and when they're the most strong and powerful and consistent. And they found that they were strongest during peak times, like when BC would really need more power, so in the winter, during stormier times, that kind of thing. So those resources can be a very good match with other resources that maybe, you know, sometimes they they're not generating as much power at a given time.   Trevor Freeman  17:56 Yeah, yeah. I mean, that kind of gets into to where I wanted to go next is, how does this work alongside wind and solar and sort of traditional hydro? You kind of answered that a little bit. We know that we need to grow our greater our energy demand is going to grow. You know, here in Ontario, we're looking at a 75% increase. Across Canada, we're looking at sort of two to three times the growth, and especially clean energy. What sort of percentage or how much of a foothold Do you think marine renewable energy has the capability of meeting of that?   Elisa Obermann  18:30 Yeah, that's a great question. So I will tell you now, I don't have the numbers for that, but I will this January, February. We're actually working on a sector vision, looking exactly at that, like the capacity scenarios, what could be feasible, but really trying to take realistic view of you know, this is how much electricity wave, tidal and river and offshore wind could contribute. But what I will say is that when it comes to Tidal, for example, there has been some resource assessments done in the past. Canada has 40,000 megawatts of potential tidal energy, and that's looking at, you know, the best locations. So it's technical potential, but it's, it's also looking at just feasibility in terms of locations, and what might be, you know, close to grids, that kind of thing. Wave energy is between, I think, 10,000 to 16,000 megawatts, looking at both Pacific and Atlantic coasts and with river current still in early phases of doing some of this work. But Natural Resources Canada can met energy, and also the National Research Council did a pretty extensive resource assessment, and it was around 340 gigawatts of river current, I will say, I mean, that's a lot, right? So there's some factors there that are still, you know, they're working on, trying to understand, so ice, for example, because where rivers, you know, some of the strongest river resources are in areas that are in northern Canada, maybe not feasible. So there's still some more work there to determine what's actually feasible for these technologies.   Trevor Freeman  19:59 Are there this kind of just jogged a question for me. Are there other parts of the world where this technology is, let's say, more mature and greater use, or is Canada kind of leading the fray here, like, where are we compared to other parts of the world?   Elisa Obermann  20:15 So I would say Canada has been pretty well known as a global leader in marine renewable energy, and we started this in kind of the early 2000s starting to look at the resources and the technologies and how we could lead. But this was alongside some other countries that have been also doing that work. So the United Kingdom, Scotland, in particular, France and a number of other European countries. The United States has also put quite a bit of investment in R and D technologies, but the UK probably is the furthest along. And one of the reasons for that, and this is different than what we've done in Canada, is they have targeted funding and programs to really support the sector where I find in Canada, there's been, you know, a lot of great supports by both provincial and federal governments, but most of the time we're competing like, there's not a, you know, a specific program for just marine renewable technology. So I think that's had a bit of an impact even on interacting investment here.   Trevor Freeman  21:13 Gotcha, yeah. So you're trying to fit your projects into a bigger project funding envelope that could cover a bunch of different sort of energy related projects, and you're having to say, Yeah, look, ours fits in here too. Is that fair to say?   Elisa Obermann  21:24 Yeah, exactly, exactly. .   Trevor Freeman  21:27 Cool. Okay, I want to shift a little bit here. We often talk on the show about the sort of relationship between energy and society and communities. So what are some community benefits from marine renewable projects. Is this something that sort of has community ownership over it? Does the community get involved in these projects? Tell us a little bit about how that impacts kind of that local level?   Elisa Obermann  21:52 Yeah, I would say, from what we've seen so far, and this is just with, you know, very early demonstration projects, is that the local supply chain has benefited a lot. So there's been some studies showing that for both tidal and wave projects, you would be using probably about 60% local supply chain to build the project. And that's also just because the technology is massive, like you're not going to be shipping this. It's more cost effective to have most of the work done close to the site. And so as an example, again, Bay of Fundy projects that force to date, and the, you know, the research that force has been doing, and some of the R and D, I believe they've, they've used up to 500 local suppliers, or Canadian suppliers, so that's one of the biggest ones. But also just with local communities, there's been a number of things that we've also seen where they've been very engaged in some of these projects. I mean, obviously local businesses have but there are opportunities for local ownership. I think that the challenge right now is that there's still a lot of risk because the technologies aren't as mature as some others, and so some communities are more hesitant to buy into the projects. That said, there is a project in British Columbia, the Yuquot Wave Energy Project, where the Mowachaht/Muchalaht First Nation there is partnering very closely with a wave energy developer to move ahead with a wave technology that can help power their community. So there's all those kinds of things that I think make it attractive to communities, allows them to have some self sufficiency. And in the case of some of these northern, remote and coastal and indigenous communities, there's also that whole, you know, it's potentially displacing diesel in their community. So that's one of the drivers for them, marine renewables. There's been some, you know, studies around this as well showing that it would actually be lower cost than the diesel fuel that they're using in those communities. So there's that benefit as well.   Trevor Freeman  23:42 Gotcha. Yeah, actually, I've got a question here that I wanted to ask you, and so I'll skip to that one about the impact on especially remote indigenous communities that are not connected to the grid. I've had, actually, a few conversations on this show about how, how we go about helping remote and indigenous communities decarbonize getting off of local diesel generation. Are there other projects you mentioned one? Are there other examples of collaboration here? Do you see this as being sort of a relevant tool for that challenge?   Elisa Obermann  24:12 Yeah. So there's another one that I would also mention that I think is a great example again, University of Victoria in British Columbia had been spearheading what they called, it's the blind channel demonstration center. So Initially it started as working to help a, you know, it was like a remote eco kind of lodge become, you know, fully environmentally friendly, using marine renewables for electricity rather than diesel. But since then, they've actually evolved into more of an initiative to test and demonstrate title technologies there, given that it's a remote location, but working very closely with indigenous partners. And so what I think is cool about that is that it's helping indigenous communities to get involved, but not really requiring them to take on. And know, the risk of financing a project, maintaining a project, but it's giving them the opportunity to get the skills and expertise they would need to eventually, you know, bring Tidal or wave energy into their communities at a, you know, at a later date, when they feel more comfortable with the technology and also learn about how that technology impacts the environment and vice versa. Because I have found with communities like that's one of the things that they're most concerned about, is how, you know, how is this technology going to interact with fish or other marine life or the habitat? And so those kinds of smaller demonstrations really help, especially when they're, you know, hands on, and allow community members to be part of the demonstration.   Trevor Freeman  25:40 Yeah, yeah. I mean, you're doing my job for me here, Elisa, you're setting up all my questions perfectly. How does it impact, sort of local marine wildlife? What's the what ecological impact of these we're talking about, fairly complex machinery located in a marine environment. Is there an impact? Has that been studied? Is it comparable it's a sort of a traditional hydro electric dam. What is, what is the impact there?   Elisa Obermann  26:05 So there's been a lot of work in this area, and depending on the location of the project, and that's kind of the caveat I give with us, it can be easier to understand what the impact is. So as an example, in Scotland, I mentioned there's, they've done a lot of work with marine renewables. There's a test center there called the European Marine Energy Center, EMAC, and they have very high flow tidal sites, similar to what we have in Canada. And they're able to use cameras and other equipment to really see exactly what's happening at the site. And so a number of researchers, you know, over the last couple of decades, have been doing environmental monitoring, collecting data, and what we've seen to date is, for the most part, fish and marine life avoid these devices. There's also been research done on electromagnetic fields sound, but I think the biggest concern that people still have is collision with the devices, and what could happen there. Now, coming to Canada, we're in a bit of a different situation. So at the forest site in the Bay of Fundy, you know, there has been quite a bit of environmental monitoring and research done, but the water is very different than what you'd see in Scotland. At this site EMAC, where in the Bay of Fundy, there's a lot of sediment. It's very it's a higher flow site even. So there's, you know, a lot of turbulence, and the environmental monitoring equipment there that you know that exists, it just can't gather all of that information at the site like you can't use a camera and see exactly where fish may be going. So we can't say 100% no, there has been no, you know, fish collisions. What has been happening is that force and government of Canada and the Province of Nova Scotia, and I think also indigenous partners and some of the local researchers in Nova Scotia. So Acadia University, for example, have been partnering, and just recently announced a project to be able to develop those environmental monitoring systems that can work in the Bay of Fundy. And so those will be something, you know, once that's solved, that knowledge and those systems and that technology can be used anywhere in the world to give us a better idea of exactly what are those environmental interactions. But I will say to date, the body of research does show that there hasn't been any significant interactions at this point, but I'm always hesitant to say there hasn't been any, because we can't say that yet.   Trevor Freeman  28:21 Yeah, sure, fair enough. It kind of raises another question in my mind about even just servicing the equipment, or the longevity of the equipment. I mean, in a in a solar field, if you've got a bad panel, you go and you change a panel. A wind turbine, at the very least, is above ground. Not that it's easy to change a blade on a turbine. But what is it like servicing and maintaining the equipment when it's out in a marine environment and underwater? How easy is it? Or is that a challenge?   Elisa Obermann  28:51 Yeah, it's a very good point. It's definitely more challenging than onshore technologies, because you also have, you know, weather windows. So with Tidal, for example, even though you know what stage of the tide is in, plays a huge role in when they can go out and maintain or and service the equipment. And so that's one of the reasons these technologies bring in higher cost for the project overall. Obviously. The other thing I would also mention is just that with both tidal and wave like just depending on what if it's a floating technology versus seabed mounted also makes a difference. So what we've seen is some of these technologies are now evolving to be floating, and again, one of the reasons for that is this whole operations and maintenance piece, because it's obviously a lot easier to bring a vessel out there, get onto the pontoon and be able to service it, versus a whole diving operation, or ROV to go underwater to service it.   Trevor Freeman  29:48 Gotcha, yeah, tow it back to the dock and work on it at the dock.   Elisa Obermann  29:51 Yeah, awesome, exactly.   Trevor Freeman  29:52 Okay, let's switch gears a little bit here and talk about the policy, and let's say regulatory. Worry landscape around this. I've got a question here on funding coming up too, but as our listeners will know, and as you certainly know, energy is a very regulated sector, lots of policy around it. What are some of the policy challenges? Or are there policy challenges when it comes to deploying marine renewables?   Elisa Obermann  30:20 Yeah, I would say, because they're emerging technology, that's actually been one of the biggest challenges. So when we look at legislation in Canada, I mean, it never a lot of it's very old, right? So it never envisioned that there'd be these clean technologies coming up in the market that would they would need to govern and regulate. We have had a lot of challenges with the Fisheries Act, again, just because of that, it never envisioned that it would be regulating an emerging technology. And so, I mean, luckily with that, we did a lot of work with federal and provincial governments, and we have found a path forward that had been an issue in terms of, like the regulatory barriers being created by the legislation. The other one, I would say, is just these projects are small at the moment, right? So we're talking kilowatts, maybe a couple megawatts. And what we found is the, you know, just the regulatory efficiency is not necessarily there. So applying regulation will look at it just as the same scale as any type of project, you know, could be a very large project. So I think what you know, we would ask is that regulators consider the scale of the project and the regulatory processes and requirements should balance that scale of the project, you know, with what the requirements are.   Trevor Freeman  31:34 Yeah. Do you see a world where I'm gonna assume the answer is yes to this, but I'm gonna ask anyway, do you see a world where this is just another option that utilities and energy policy makers have in their toolbox as a way to procure clean energy, that this just becomes one of an item on the menu with solar and wind, et cetera? Are we gonna get to that point? Do you see that happening in the sort of near, medium term future.   Elisa Obermann  32:01 I think we can get to that point. But what it's going to require is that there are more deployments, more demonstrations, and regulators will really need to look at those early projects of exactly that demonstrations, and not treat them as commercial projects. And the reason I say this is because to get costs down so that they can be looked at in comparison to onshore and solar, we need to see a lot more deployment like when you think of a cost curve for any technology, you have to get to that scale and volume before the costs start coming down. It's some time before we get to that point, but it's absolutely possible. It just requires the right supports.   Trevor Freeman  32:38 Got you. On the funding side. We talked about this a little bit earlier, about how you're kind of using existing funding programs. There aren't necessarily dedicated programs for this kind of technology or these projects. Are there other funding sources, like, are you attracting investors into this? Is there, you know, more public money going into this? What's the funding structure around some of these projects?   Elisa Obermann  33:02 Yeah, so,  I think to date, a lot of developers have and when I say developers, I mean the technology and project developers. But with marine renewables, sometimes it ends up being one in the same, because technology developers end up being the ones developing their projects. I think a lot of them are looking for two things at this time, so something to cover capital costs. So grants, whatever it might be, and there has, there have been a number of funding programs that the federal government has applied that have been quite useful for that, and then they usually look for something on the back end of the project once it's built. So what I mean by that is feed in tariff, something to help with their return on investment. And that seems to be kind of the right recipe for investment certainty at the moment, the other thing that I think Canada's recently done that's very helpful for this sector are the investment tax credits. And so our hope is actually that those get extended, because right now, where the sector is, and this also comes into play for offshore wind, is that they end, you know, in that 2033 timeline, 2034 I can't remember, whereas a lot of these projects wouldn't be online at that point. And so we're looking for a bit of a longer runway there. And I think tax credits are a very good tool that can help, you know, with attracting investment for these projects.   Trevor Freeman  34:16 So looking ahead, I mean, you've kind of touched on this in a few different spots, but to sum it up, what's next on the horizon for this technology and these projects? Are we expecting kind of innovation on the technological side, or is the focus still on the sort of funding and regulatory side right now? What can we expect for those of us who are going to maybe keep an eye on this moving forward?   Elisa Obermann  34:40 Yeah, it's a bit of both, I will say. So I mentioned that the tidal sector was having some challenges with the Fisheries Act a number of years ago, and that really kind of created a lull in development, but also in investment attraction. As a result of that, federal and provincial governments established a Tidal Task Force to. Look at the exact issues around you know, where the barriers are with the Fisheries Act, and then the outcome of that has been a new path under the Fisheries Act to support projects. And so there are developers that will be going through that new or revised, staged approach, is what they've been calling it. Time will tell, obviously, if that process works, but from what we've heard from developers, it does give them more certainty, because it essentially covers the entire project, rather than going through a device by device by device approach. And so that's on the regulatory side. I think if that goes well, it will give a lot of confidence to private sector and developers that this can move ahead, but it will also ensure that regulators know that they have an approach that is working, but still having those safeguards to ensure that you know they're protecting the environment and safety of communities and others on the technology side. So it's kind of like they go together hand in hand. So I mean, once we get through that process, I think there'll be more deployments, and we'll see the ability to test more technologies improve them. But to date, and where we are with especially with tidal energy, think the technologies are in, you know, they're in further generation. So we're not first generation technology anymore, and they've come a long way, and some of that's been through deployments and demonstration in other countries, Scotland, for example. So what I would envision happening is seeing some of those technologies tested in Canada, and then being able to, you know, deploy more than one and then, you know, multi device development.   Trevor Freeman  36:31 Great. One fine, maybe final question, although I keep thinking of things as we talk here, but you know, obviously this is very focused on coastal regions. You've mentioned, BC and sort of Nova Scotia where you're based. Do you envision, especially on the river side of things? Do you envision this as a technology that can be deployed kind of even in the interior provinces? Like, are we going to see river marine renewables in Saskatchewan, for example, or Ontario, where I'm based? Like, are you having those conversations? Or are we like, we're not quite ready for that yet, because we're still working on the technology piece.   Elisa Obermann  37:03 Yeah, I'm so glad that you asked that, because that's part I actually have missed in some of this. So there have been river current technologies deployed in Manitoba already. So the University of Manitoba has the Canadian hydro kinetic turbine Test Center. I know it's a bit of a mouthful, but they have been working with a number of river current developers. They've had several successful demonstrations. And there are also some companies that are that have been members of ours, that have deployed in other areas of Canada as well. In the past, even in Quebec, there's been some deployments. And so I think when it comes to river, you know, one of the challenges is there's, well, it's not a challenge. There's a huge opportunity there. It's just not very well known. And there are things like the ice, I think people are concerned about it being potentially closer to shore, just like the navigational issues, things like that, fish passage is different than what you'd see in tidal so there hasn't been as much of a focus on that. So it's earlier stage in terms of kind of that some of those environmental and social questions, but the technology is, you know, very close to where you'd see title at this point.   Trevor Freeman  38:12 Got you very cool we have so as our listeners know, I work for Hydro Ottawa, and Hydro Ottawa, parent company, owns the run-of-the-river generation dam here, right in the center of Ottawa, Chaudière Falls, and it's really fascinating. Now, it's not the same technology, of course. It's a it's a run of the river gravity fed dam, but the complexity around so the North American eel is an endangered species that's particularly impacted by dams and the technologies that we've had to put in place for that. It's really fascinating. Just kind of, I'm rambling a bit here, but all the different pieces that come together to make what should be a fairly straightforward thing, like use water to spin turbine, it's so much more complex than that. So I can appreciate that as you branch out into new areas, new technologies or new deployments of that, all those new complexities have to be figured out and worked on. But glad to hear that that's in the future, that that's on the horizon, because I think this is great, and it'd be cool to see more of this.   Elisa Obermann  39:08 Yeah, agreed. We're hoping we're getting there. It's taken time. I think things haven't gone as quickly as we had hoped. But you know, there's been a lot of learnings, lessons learned that have fed into where we are now, and I think just with what we're seeing, you know, with with government support, but also communities getting more excited about it, we'll see some real progress in the coming years.   Trevor Freeman  39:30 Okay, Elisa, we always wrap up our interviews with a series of questions to our guests. Some people love them, some people feel like they're on the hot seat, but I'm going to dive in anyway and fire these at you. So what is a book that you've read recently that you think everyone should read?   Elisa Obermann  39:45 Haven't read this one recently, but it kind of changed my thinking on everything. And I loved it, "Sapiens", I thought was great just with kind of the, you know, the history of humankind, and just made me rethink a lot of the things that. In terms of how society is structured and why we do the things that we do. Thought it was great, and if people haven't read it, I would highly recommend,   Trevor Freeman  40:06 Yes, very cool. That's a great book, and you're not the first one to mention that on the show. That's awesome. So same question. But for a movie or a show.   Elisa Obermann  40:14 There's probably a few that I would recommend, but really, I think the one that struck me the most recently, and I haven't watched a lot of movies recently, so I'll also say that, but just in the past couple years, was "Barbie". I loved it. It actually surprised me that, like, I had this totally different impression of what it was going to be, and just the kind of, you know, the key messages and things that it brought out, I thought were great. Like it was, it was very well done.   Trevor Freeman  40:38 Yeah, absolutely. It was one of those kind of cultural things that which seemed like it was going to be just another movie, and then there was some buzz behind it. And it got to the point where we, like, we did a family outing to go and, like, watch that movie with our kids, who were kind of at about the age where they can start thinking about some of these things. So it was pretty fun.   Elisa Obermann  40:56 Yeah, we did the same. We all wore pink. We really got on the bandwagon. I but it's great because as adults, you know, there were some really important things in it, but then also kids could relate, like it was a fun movie for them. So, yeah, it was good.   Trevor Freeman  41:09 Yeah, absolutely. My kids spent a long time, and still it'll come up singing the I'm Just Ken song that happens around our house often that song comes up, which, you know, wears on you after a while. Okay, so it sounds like you travel a little bit. So if someone offers you a free round trip flight anywhere in the world, where would you go?   Elisa Obermann  41:28 There's lots of places I would like to go, but I think probably Greece is where I would choose to go. I mean, I've been to Europe quite a bit for work and just also, you know, for fun. But my daughter has been saying for a really long time that she wants to go to Greece. She's only 10, so I've also kind of wondered where she got this idea, but I've also always wanted to go. So I think that would be my, my first choice.   Trevor Freeman  41:51 Very cool. I my wife and I honeymooned in Greece. It's a long time ago, but we had had a great time. It's gorgeous.   Elisa Obermann  41:56 Oh, amazing.   Trevor Freeman  41:58 Who is someone that you admire?   Elisa Obermann  41:59 That would probably be one of the tougher ones of these questions. Well, I'll say so generally, when I think about this kind of question, it's like, what are the kind of characteristics or qualities of someone that I would admire? And so I often look at how other women are, you know, conducting themselves, working in business world or in politics or whatnot. And I think what I admire most in some of those women is just the fact that they lift other women up. They're not afraid to be who they are and take a stand on things they really believe in. I think something I also really admire are women that are willing to take risks to build their business, and also in times of you know, where there's challenges or conflicts taking the high road. And so with all that said, you know, when I think about this, and I don't know if this sounds too cliche, but I think Michelle Obama's great, like when she said, 'When they go low, you go high', I just thought that was such an important message. And I actually share that with my daughter all the time when she's having trouble in school. I'm like, think of it this way. So she is a woman that I really admire. I think she's just done some wonderful things for women and just for people in general.   Trevor Freeman  43:08 Yeah, absolutely. And again, you're not the first one to mention that on the show, and I don't think that's because it's cliche. I think it's because you're right, absolutely fascinating person and leader, and just the strength of character is very evident, for sure. So, yeah, great answer. So final question, what's something about the energy sector that you're particularly excited about?   Elisa Obermann  43:29 Well, I would say, I mean, things are moving quite quickly, but also not never quick enough, yeah, and, but I think we have a lot to be excited about. So when I think about when I started my career in the energy sector, we were literally just starting to talk about renewable energy like it was a new thing, and things have evolved quite a bit since then, obviously, but in Atlantic Canada, where I'm based, so I'm in Nova Scotia, one of the things we've seen just in the past number of years has been An incredible evolution to a lot of projects being indigenous owned, indigenous LED. And I just think that's amazing so, you know, and I think that's going to continue. And it just shows, you know, that these communities are taking a lead. They're interested in ensuring that we're using clean energy, and it's also empowering them to, you know, have that ownership be able to provide investment to these projects, but it's been a big change. And so what I'm looking forward to, I guess, is what I'm saying here is that that continues, and we see more indigenous led projects, more indigenous participation in those projects, whether it be ownership, but also we've been actually working with a lot of indigenous businesses and suppliers that can get involved. And I think that will really change the energy sector. Actually, it's a lot different model from what we thought about, you know, few decades ago.   Trevor Freeman  44:49 Yeah, absolutely, I think. And again, it comes up so often on the show, the idea that there's the technological side of energy, but the societal side, and that interaction with the actual. Well stakeholders in local communities and indigenous communities. And you know, the people who are most impacted by this from a usage of energy perspective, but also a production and generation perspective. And of course, the in between, which is the transmission and distribution side of things, that's where the really interesting stories happen, and the opportunities for better collaboration and improving how we do things certainly happen. So I'm totally on the same page as you.   Elisa Obermann  45:25 Yeah, I think at the end, I always think of this like everything in the end is about people so and there's that factor that we we sometimes lose in all of this, but in the end, it comes down to the people who are involved or impacted.   Trevor Freeman  45:38 Absolutely. Elisa, thanks so much for your time. I really appreciate it. It's been great to learn more about this sector, which doesn't have enough attention on it. So happy to kind of have you explain to us and talk us through some of the exciting things that are happening. Really appreciate it.   Elisa Obermann  45:52 Yeah, no. Thank you so much for the opportunity and the time. And like you said, a lot of people don't know about the sector, so I really appreciate the you know, the time spent with you to chat a little more about it. Thank you   Trevor Freeman  46:02 For sure. We'll check back in, maybe in a year or two, and see kind of how, how far things have come.   Elisa Obermann  46:07 Yeah, that'd be great. I'd appreciate that.   Trevor Freeman  46:09 Awesome. Thanks. Elisa, take care.   Elisa Obermann  46:11 Thank you.   Trevor Freeman  46:13 Thanks for tuning in to another episode of the thinkenergy podcast. Don't forget to subscribe wherever you listen to podcasts, and it would be great if you could leave us a review, it really helps to spread the word. As always, we would love to hear from you, whether it's feedback comments or an idea for a show or a guest. You can always reach us at thinkenergy@hydroottawa.com.  

SBS World News Radio
The human cost of renewables: Why Australia should build solar here

SBS World News Radio

Play Episode Listen Later Nov 23, 2025 11:31


With the renewable energy transition underway in Australia, the higher than expected uptake of solar panels has human rights groups concerned about links to Uyghur forced labour in the supply chain. As Australia looks into developing its own solar panel industry, rights groups say government and industry should work to ensure the clean energy transition isn't at the cost of freedom.

Living Planet | Deutsche Welle
Deserted: Why solar power fails where it should shine

Living Planet | Deutsche Welle

Play Episode Listen Later Nov 21, 2025 26:19


Some of the places hardest hit by climate change are also home to one of the future's most powerful gifts: superabundant sunshine. If solar is now cheaper than ever, what's stopping the clean energy revolution from taking off where the sun shines the brightest? In Part 1 of our special miniseries, The Switch, we head to Morocco in search of the promise, and the politics, of desert power.

Irish Tech News Audio Articles
10% GDP boost to Global South from clean energy transition

Irish Tech News Audio Articles

Play Episode Listen Later Nov 18, 2025 4:13


A new University of Oxford report finds a rapid switch to renewables could double energy-sector productivity in low-to-middle income economies within 25 years. In many countries, this would result in a GDP boost by mid-century of around 10%. "Opting for clean energy could be an economic boon for solar-rich countries such as Burundi, DR Congo and Mozambique," says Professor Sam Fankhauser, Interim Director of Oxford Smith School of Enterprise and the Environment. "For context, 10% of GDP is roughly the amount countries typically spend on public health. These productivity gains are unprecedented, and it could be the developing countries that benefit the most." The importance and benefits of a clean energy transition Renewable energy boosts productivity in two ways: more electricity is generated per dollar invested, with fewer losses (for example to heat) compared to fossil fuels, and renewable energy is cheaper - enabling households, businesses and industries to run for longer at lower cost. The report quantifies this gain over the next 25 years and finds that renewable energy productivity gains are much higher in the Global South, resulting in an important advantage in the growing net zero economy. Renewables could finally start to close the income gap between rich and poor countries, say the authors. The report, part of a three-year research programme funded by energy company SSE, also investigates how renewable energy investment has already boosted GDP in low and middle-income countries as compared to fossil fuels. Spending on renewables gets multiplied in the local economy much more than fossil fuels - along the supply chain and through local wages. The analysis shows that from 2017-2022 this has boosted the GDP of the 100 largest developing countries (excluding China) by a combined US$1.2 trillion - the equivalent of 2 to 5% of GDP for most nations. In COP30 host Brazil, renewable investments raised GDP by US$128 billion. However, the authors caution that the economic benefits of renewables do not automatically flow to host communities. Instead, deliberate benefit-sharing mechanisms such as community benefit funds and co-ownership are needed. The report concludes by emphasising the potential of distributed renewable energy for accessibility and inclusion. "The success of the renewable energy transition will depend not only on lower costs and higher productivity - both of which are now all but guaranteed - but on our collective ability to ensure that its benefits are fairly and widely shared, leaving no community behind," says Professor Fankhauser. Rhian Kelly, Chief Sustainability Officer at SSE, comments: "Meaningful consultation must sit at the heart of every approach to community engagement. The most successful models go well beyond minimum requirements, reflecting the priorities and context of local people. By sharing learnings, we can identify what works best - and ensure that dedicated community funds are transparent, flexible, truly responsive to local needs. In the UK and Ireland, these funds have already supported more than 12,000 projects. With clear policy frameworks - including minimum contribution thresholds and standardised benefit-sharing agreements - we can build on this success and deliver lasting benefits for communities." The report will be uploaded here: https://www.smithschool.ox.ac. uk/research/economics sustainability About the Smith School of Enterprise and the Environment The Smith School of Enterprise and the Environment at the University of Oxford equips enterprise to achieve net zero emissions and the sustainable development goals, through world-leading research, teaching and partnerships. https://www.smithschool.ox.ac. uk/ See more breaking stories here.

Redefining Energy
204. Live from COP30 – WTFFF and Other Tales from the Amazon

Redefining Energy

Play Episode Listen Later Nov 17, 2025 19:33 Transcription Available


Laurent sits down with Bruce Douglas, CEO of the Global Renewable Alliance, for a live conversation from COP30 in Belém, Brazil.They explore how COP30 is structured, the role of the Global Renewable Alliance, and the dynamics among participants. The 800-pound gorilla in the room—the United States—hasn't derailed the negotiations, but one might ask: does it really matter? The real action, Bruce explains, takes place in the Blue Zone and the Green Zone, rather than in the endless debates over whether the final text will call to “phase out,” “phase down,” or “phase up” fossil fuels.With investments in clean technologies now triple those in fossil fuels, the global momentum toward renewables seems unstoppable.The COP text, increasingly, feels symbolic—if not irrelevant. Together, Laurent and Bruce celebrate the ongoing success of bottom-up implementation and the steady deployment of proven technologies, rather than top-down grand initiatives.They also touch on a new forestry initiative, TFFF—dubbed “WTF-FF” by Laurent—which, they suspect, may fade away like tears in the rain. Packed with anecdotes about the Amazon rainforest, chaotic logistics, Saudi Arabia's surprising investments in boxing, and other quirky insights, this episode strikes an optimistic tone.Whatever COP30's final declaration may say, one thing is clear: renewables have already won.

The Signal
What polling reveals about voters and net zero

The Signal

Play Episode Listen Later Nov 17, 2025 15:35


The Liberals and Nationals have now officially dumped the net zero emission target from their climate and energy policy. It keeps the Coalition together, but what do voters think? Today, pollster, former Labor strategist and director of the RedBridge Group, Kos Samaras on whether it's a winning strategy.Featured: Kos Samaras, director of the RedBridge Group

Clare FM - Podcasts
Ashgrove Renewables Hosts Vacant & Derelict House Grants Information Evening

Clare FM - Podcasts

Play Episode Listen Later Nov 17, 2025 7:40


With over 25 years of experience in home energy upgrades, Ashgrove Renewables invites you to the Radisson Blu Hotel on Monday, 24th November at 6:30pm to learn about vacant and derelict house grants, additional SEAI upgrade grants, the application process and real-life success stories. Homeowners are showing huge interest in bringing empty or run-down properties back to life, and this event could help you do just that. To find out more, Alan Morrissey was joined by Shane Murphy, Sales and Technical Director at Ashgrove Renewables. Image (c) Ashgrove Renewables via Instagram

The Joint Venture: an infrastructure and renewables podcast
R.Power Renewables's Jakub Fedorowicz on why Poland's battery storage market is ready for take-off

The Joint Venture: an infrastructure and renewables podcast

Play Episode Listen Later Nov 14, 2025 28:36


In this episode, host Maya sits down with Jakub Fedorowicz, Head of M&A at R.Power Renewables, to explore why Poland's battery storage market is ready for take-off. Recorded at the Energy Storage Summit – Europe in Munich, the conversation delves into R.Power's evolution from a solar developer to a multi-technology IPP, the country's shifting regulatory landscape, grid access challenges and the growing investor appetite for storage.Produced and edited by Leonard Müller.Interested in tickets for the awards show? Email conferences@inspiratia.com or buy them directly on our website.Reach out to us at: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratiaListen 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.

ZimmComm Golden Mic Audio
Agri-Pulse renewables webinar - Rep. Mariannette Miller-Meeks (R-IA)

ZimmComm Golden Mic Audio

Play Episode Listen Later Nov 12, 2025 9:12


Congresswoman Mariannette Miller-Meeks - "The Race for Renewable Fuels to Improve Rural Prosperity"

Redefining Energy
203. Peak Solar - nov25

Redefining Energy

Play Episode Listen Later Nov 10, 2025 29:03


Solar energy has experienced explosive growth over the past five years — doubling in capacity outside of China and quadrupling within China. But with this rapid expansion come new concerns: Are we scaling too quickly? And is the proliferation of solar now starting to strain power grids, creating more problems than solutions?Enter the concept of the “3 Cs” — Congestion, Curtailment, and Cannibalization — a term coined by Richard Sverisson at Montel. It captures the growing pains of an energy system being transformed at unprecedented speed.To unpack this, Laurent and Gerard welcome one of the world's leading voices in solar energy: Sam Wilkinson, Head of Renewables at S&P Global Commodity Insights. Sam leads a team of 20 global experts focused on analysing and forecasting trends across renewable energy markets, policy, and infrastructure. Their insights, developed in close collaboration with industry stakeholders, are critical for understanding where the solar market is heading.Notably, Sam and his team are forecasting a 100GW decline in new solar capacity in 2026 compared to 2025 — introducing the idea of "Peak Solar."In this conversation, we explore what “peak solar” really means: its causes, how it might unfold, and the ripple effects on the global supply chain. But it's not all bad news. Market consolidation, geographic diversification, and ongoing innovation in solar technology are helping the industry navigate challenges. As costs continue to fall and accessibility improves, solar remains a cornerstone of the global energy transition.Expect a technical yet insightful discussion on the current headwinds — and future opportunities — in the solar energy sector.

Irish Tech News Audio Articles
Renewables provided over 40% of electricity in October

Irish Tech News Audio Articles

Play Episode Listen Later Nov 10, 2025 2:21


New provisional data from EirGrid shows that 43% of electricity in October came from renewable sources. The majority of renewable energy generated last month came from windfarms, which accounted for 36% of all electricity used in Ireland. Meanwhile, grid-scale solar made up around 2%.2 Total generation from wind energy amounted to 1073 GWh (Gigawatt hours) in October, compared to 920 GWh in September. Electricity system demand for the month stood at 2969 GWh, up slightly from September.3 This compares with official metered data which shows that system demand in October 2024 was 2,877 GWh. This data also shows that 41.5% of electricity came from renewables, with 35% of demand being met by wind energy and 1.1% from grid-scale solar, in October last year. Gas generation accounted for 39% of all electricity used in October and 16% was imported via interconnection. EirGrid recently released its annual Winter Outlook which helps to inform the electricity industry and supports preparation for the coming months. The 2025/26 report covers the period from 3 November 2025 to 5 April 2026. The analysis of Ireland's peak demand over winter indicates that a 1°C decrease in outside temperature results in a 55 MW increase in peak demand, reflecting the fact that electricity demand is heavily influenced by weather conditions. Commenting on the data, Diarmaid Gillespie, Director of System Operations at EirGrid, said: "Wind energy accounted for the majority of renewable generation in October, with total generation from wind energy amounting to 1,073 GWh (Gigawatt hours) over the month. "As we would expect at this time of year, we saw an increase in demand for electricity as we head into the colder months and darker evenings. We recently released our Winter Outlook, which forecast that there will be adequate generation capacity and a reduced risk of system alerts in the coming months."

Ben Fordham: Highlights
‘3 times cheaper' - Energy giant compares coal to renewables

Ben Fordham: Highlights

Play Episode Listen Later Nov 6, 2025 3:22


See omnystudio.com/listener for privacy information.

Energy News Beat Podcast
Germany's Wind Collapse: Why Renewables Can't Be the Backbone

Energy News Beat Podcast

Play Episode Listen Later Nov 6, 2025 20:19


In this episode of Energy NewsBeat Daily Stand-Up, Stuart Turley breaks down Germany's wind collapse, Ørsted's $262M loss, and COP30's credibility crisis after Bill Gates' climate remark. He spotlights David Blackmon's report on $1B in wind-turbine repairs, Wood Mackenzie's forecast of rising oil demand through 2032, and Russia's Lukoil asset sale to evade sanctions. Turley drives home one message — energy security needs realism, not ideology.Subscribe to Our Substack For Daily Insights Want to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio Survey Need Power For Your Data Center, Hospital, or Business? Follow Stuart On LinkedIn:https://www.linkedin.com/in/stuturley/ andTwitter: https://twitter.com/STUARTTURLEY16 Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... andTwitter: https://twitter.com/mtanner_1 Timestamps: Highlights of the Podcast 00:00 - Intro00:22 Wind Not Blowing in Germany as Wind Output Hits Yearly Low After Record October03:29 - Ørsted Racks Up A Massive $262 Million Q3 Loss Facing Head Winds as Offshore Challenges Roll In – How will Investors React?06:55 - What Can COP30 Accomplish in the Wake of Bill Gates' Admission That Climate Change Is Not an Existential Threat?12:31 - Wind Power's Crumbling Facade: $1 Billion in Blade Fixes Can't Mask the Rot – David Blackmon15:07 - Oil Is Not Done Yet: Wood Mackenzie Report Says Oil Demand Increasing to at Least 203217:27 - If Approved: Russia Sells Lukoil's Assets to Avoid Sanctions19:51 - Outro Links to articles discussed:Wind Not Blowing in Germany as Wind Output Hits Yearly Low After Record OctoberØrsted Racks Up A Massive $262 Million Q3 Loss Facing Head Winds as Offshore Challenges Roll In – How will Investors React?What Can COP30 Accomplish in the Wake of Bill Gates' Admission That Climate Change Is Not an Existential Threat?Wind Power's Crumbling Facade: $1 Billion in Blade Fixes Can't Mask the Rot – David BlackmonOil Is Not Done Yet: Wood Mackenzie Report Says Oil Demand Increasing to at Least 2032If Approved: Russia Sells Lukoil's Assets to Avoid Sanctions

Deloitte AI360: A 360-degree view of AI topics in 360 seconds
AI-driven process reinvention and value creation in the power, utilities, and renewables industry

Deloitte AI360: A 360-degree view of AI topics in 360 seconds

Play Episode Listen Later Nov 4, 2025 9:46


Khalid Behairy is Deloitte's AI practice lead focusing on power, utilities, and renewables. He joins Jim Rowan to discuss four areas where AI is creating value and why speed and scale require embedding AI end to end, from the back office to the field.

Tom Nelson
Ronald Stein:  “Transition to Renewables is a Globalist Suicide Pact” | Tom Nelson Pod #347

Tom Nelson

Play Episode Listen Later Nov 4, 2025 30:55


Ronald Stein argues that transitioning to renewable energy is impractical as wind and solar power can only generate electricity and can't replace the diverse products and fuels derived from fossil fuels, which support modern civilization. He stresses that crude oil derivatives are vital for producing more than 6,000 everyday products and for powering various transportation modes crucial for global logistics. Stein advocates for continued use and more efficient consumption of fossil fuels until a viable, adequate substitute is found to maintain global living standards and infrastructure.00:00 Introduction to Ronald Stein00:19 The Renewable Energy Delusion01:01 The Importance of Crude Oil02:06 Products Derived from Fossil Fuels02:40 Challenges of Replacing Fossil Fuels03:05 Electricity and Its Dependence on Oil03:41 The Role of Fossil Fuels in Modern Society05:31 Environmental and Economic Impacts06:47 Future of Energy and Sustainability20:20 Ethical Concerns with Green Energy27:19 Global Energy Policies and Realities30:30 Conclusion and Final Thoughtshttps://heartland.org/about-us/who-we-are/ronald-stein-pe/—-Slides, summaries, references, and transcripts of my podcasts: https://tomn.substack.com/p/podcast-summariesMy Linktree: https://linktr.ee/tomanelson1

Lead. Learn. Change.
Daniel Rivera - Artificial Intelligence: Rules, Connections, People

Lead. Learn. Change.

Play Episode Listen Later Nov 2, 2025 44:16


4:45 – two (maybe three) rules for AI prompts5:15 – Rule 0 – mindset 5:45 – Rule 1 - be clear and specific8:05 – don't be discouraged8:25 – Rule 2 - have a conversation10:00 – keep going, don't settle10:50 – the Magic School conundrum14:00 – Khanmigo – one for teachers and one for students15:15 – Khanmigo will not provide answers – it's a tutor16:15 – Microsoft Copilot16:35 – Coach.microsoft (reading support)17:45 – Perplexity (powered by Claude and by ChatGPT)19:15 – to increase the quality of student work, give them an audience20:35 – students have stories to tell and they just don't know how21:00 – music, curiosity, passion, engagement, poetry, content areas22:00 – ChatGPT is the Coca-Cola of AI22:30 – there are a lot of AI chatbot options available, and a number are free23:45 – image, audio, video “categories” of AI24:30 – exponential vs. additive potential of AI growth27:05 – machine learning, language comprehension, image recognition28:00 – Neuralink – a brain interface chip – drive a computer with your mind alone28:45 – Blindsight – resolution improving and possibly humans with infared vision30:30 – the connection between and mutual dependence across: Power the energy sector, AI data and power consumption, national security, and climate concerns32:25 – data sets (prior knowledge), compute power (processing time or general intelligence + effort), algorithms for training (teaching, formative assessment)34:40 – how AI entered the most recent presidential election conversation35:30 – military, environmental, academic, geopolitical, and economic growth concerns are inextricably connected with AI39:45 – Donald Dowdy, high school band director40:40 – Bruce Little, Art Education Practicum instructor, Georgia Southern University42:30 – honor, discipline, respect, the craft of teaching43:25 – You can't replace relationships with AI BlindsightChatGPTClaudeCoach (Microsoft - reading support)Khanmigo (main page)Khanmigo for parentsKhanmigo for teachersMagic SchoolMicrosoft CopilotNeuralinkPerplexity Background image on cover is by Albert Stoynov, on Unsplash. This image replaces the standard cover art by Simon Berger (details in the footer). Music for Lead. Learn. Change. is Sweet Adrenaline by Delicate BeatsPodcast cover art is a view from Brunnkogel (mountaintop) over the mountains of the Salzkammergut in Austria, courtesy of photographer Simon Berger, published on www.unsplash.com.Professional Association of Georgia EducatorsDavid's LinkedIn pageLead. Learn. Change. the bookInstagram - lead.learn.change

Clean Power Hour
How Microgrids and Batteries Future-Proof Grid Resilience

Clean Power Hour

Play Episode Listen Later Oct 23, 2025 43:07 Transcription Available


The American grid faces a triple threat: climate disasters, explosive AI data center growth, and mass electrification. Paul Gerke, Content Director for Renewables at Clarion Events and host of Factor This podcast, breaks down how batteries, microgrids, and smart grid technology provide the path forward for grid resilience and reliability.Paul leads content strategy for Factor This, the rebranded home of three legacy energy publications: Renewable Energy World, Power Grid International, and Hydro Review. He covers utility innovation, grid modernization, and clean energy deployment through both written journalism and weekly podcasting.Key Discussion Points:The three forces stressing the grid: climate shocks, electrification of everything, and AI data centers driving 30-fold load growthWhy the regulated utility monopoly model must transform to meet modern challengesHow microgrids and battery storage deliver critical resilience during extreme weather eventsTexas ERCOT success story: 50% clean-powered, handling record heat without blackoutsAir conditioning will drive more load growth than data centers over the next 30 yearsBlue Oval Initiative: Ford is building 120 GWh of domestic battery manufacturing capacityState-level leadership: California, New York, Illinois, and Massachusetts are driving grid innovationClean energy economics: 90% of new generation is renewables, winning on cost without subsidiesPolitical power gap: Clean energy invests 1/20th of what fossil fuels spend on political influenceThe grid transformation is already underway. Utilities that break down silos and adopt batteries, microgrids, and smart technology will lead. Those that resist will fall behind as extreme weather, soaring demand, and economic reality force change.You can find Paul Gerke here. LinkedIn: https://www.linkedin.com/in/paulrgerke/Factor This B2: https://www.renewableenergyworld.com/podcasts/YouTube: https://www.youtube.com/playlist?list=PLB8XYCq2Wah9nfI7olK6If7DPUZADfYnZ Support the showConnect with Tim Clean Power Hour Clean Power Hour on YouTubeTim on TwitterTim on LinkedIn Email tim@cleanpowerhour.com Review Clean Power Hour on Apple PodcastsThe Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: CleanPowerHour@gmail.com Corporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/The Clean Power Hour is brought to you by CPS America, maker of North America's number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com

Redefining Energy
199. The LNG Mirage - Oct25

Redefining Energy

Play Episode Listen Later Oct 13, 2025 27:36 Transcription Available


The oil and gas industry is clinging to the narrative that we're entering a "Golden Age of Gas" — especially when it comes to LNG. Riding this assumption, companies have been pouring in investments at an aggressive pace, with plans to double LNG export capacity by the end of the decade.US LNG FIDs are breaking all records in 2025, with 55 mtpa of liquefaction capacity sanctioned since the start of the year. This is the second-best year for global LNG FIDs (Final Investment Decision), second only to 2019, when over 70 mtpa of FIDs .The latest example is the 14bnUSD FID for Sempra's Port Arthur 2 in Texas in September 2025, mostly financed by large funds Blackstone, KKR, Apollo, Goldman Sachs.Currently, LNG exports make up about 16% of U.S. gas consumption. Projections suggest that figure could rise to 30% by 2030. But two major uncertainties loom large:Demand: Will international markets absorb this flood of LNG? China's pivot toward Russian and Central Asian pipelines, Qatar's own ramp-up in production, and Europe's push to reduce reliance on expensive imported gas all cast doubt on future demand.Supply: Will the U.S. have enough cheap gas to meet this export surge — especially as the AI boom is expected to drive up domestic gas use, while the federal government places increasing restrictions on renewable energy development?To unpack these critical questions, we've invited Justin Mikulka to explore what he calls the “LNG Mirage.” He'll walk us through hard-hitting facts and trends that investors are currently overlooking. At events like CERAWeek and Gastech, the fossil fuel industry often seems to talk only to itself — echoing reassurances while ignoring warning signs. But winter is coming.About the Speaker:Justin Mikulka has spent the past decade investigating and reporting on the energy sector, with a particular focus on the shifting economics between fossil fuels and emerging clean technologies. He publishes regular insights at Powering the Planet and currently serves as the Communications Director at Oilfield Witness, a U.S.-based nonprofit that uses optical gas imaging to document methane emissions from the oil and gas industry.Reports in reference: Global Gas Flaring Tracker Report from World Bank https://thedocs.worldbank.org/en/doc/bd2432bbb0e514986f382f61b14b2608-0400072025/original/Global-Gas-Flaring-Tracker-Report-July-2025.pdf    We thank Abloco Energy for supporting the show. www.abloco.energy----Epilog post recording:"Venture Global shares plunged more than 20% on Friday following its loss in an arbitration case against BP, which accused the US liquefied natural gas producer of breaching contracts to profit from higher prices at the start of Russia's full-scale invasion of Ukraine.The case was one of several pursued by Venture Global's customers alleging it failed to deliver shipments under long-term supply contracts and instead sold them for higher prices on the spot market when gas prices soared in early 2022.BP's victory is a major blow to one of the largest US LNG exporters, which now faces a separate hearing to determine damages in the case. The UK oil group is seeking damages in excess of $1bn, as well as interest, costs and attorneys' fees."

FIVE MINUTE NEWS
Renewables Overtake Coal: Global Power Shift Leaves Trump Behind.

FIVE MINUTE NEWS

Play Episode Listen Later Oct 7, 2025 6:57


For the first time in history, wind and solar energy have generated more electricity than coal — marking a historic turning point for the world's power systems. New research from Ember and the IEA shows that renewable energy is now growing fast enough to meet nearly all global demand, driven largely by China and India. Join this channel for exclusive access and bonus content: https://www.youtube.com/channel/UCkbwLFZhawBqK2b9gW08z3g/join Five Minute News is an Evergreen Podcast, covering politics, inequality, health and climate - delivering independent, unbiased and essential news for the US and across the world. Visit us online at http://www.fiveminute.news Follow us on Bluesky https://bsky.app/profile/fiveminutenews.bsky.social Follow us on Instagram http://instagram.com/fiveminnews Support us on Patreon http://www.patreon.com/fiveminutenews You can subscribe to Five Minute News with your preferred podcast app, ask your smart speaker, or enable Five Minute News as your Amazon Alexa Flash Briefing skill. Please subscribe HERE https://www.youtube.com/channel/UCkbwLFZhawBqK2b9gW08z3g?sub_confirmation=1 CONTENT DISCLAIMER The views and opinions expressed on this channel are those of the guests and authors and do not necessarily reflect the official policy or position of Anthony Davis or Five Minute News LLC. Any content provided by our hosts, guests or authors are of their opinion and are not intended to malign any religion, ethnic group, club, organization, company, individual or anyone or anything, in line with the First Amendment right to free and protected speech. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Energy Gang
How can the grid help AI, and how can AI help the grid? Live from NYU at New York Climate Week, featuring leaders from Nvidia and Amazon | Energy Gang Live from Climate Week

The Energy Gang

Play Episode Listen Later Sep 30, 2025 68:25


Recorded in front of a packed room at NYU's Kimmel Center during Climate Week NYC, Ed Crooks and Amy Myers Jaffe moderate a debate on the high-stakes topic of AI and energy. They dig deep into the questions raised by the surge of investment in data centers: what it means for grid stability and electricity bills, and how new technologies and market structures can help the power industry adapt.Climate Week this year often felt more like AI Week, given how many discussions were centred around it. To explore the issues, the team Ed and Amy are joined by representatives of two of the key companies at the heart of the revolution. Josh Parker is Head of Sustainability at NVIDIA, and Craig Sundstrom is Head of Energy & Sustainability Policy at AWS. Xizhou Zhou, Wood Mackenzie's Head of Power and Renewables, also joins the discussion, to add his perspectives on how the industry is changing The load shock is real. Xizhou says that more than 116 GW of US data centers are under construction or fully committed to interconnect in the next few years: equivalent to about 15% of US peak load today. After two decades of flat demand, the electricity industry must rebuild its muscle memory for rapid infrastructure build-out. US power prices went up 6% in the past year, with rates in some states going up far more. What is driving that surge? And what can be done to provide some relief for hard-pressed consumers? One answer comes from rapid progress in the technologies that make AI possible, including the chips. NVIDIA's Josh Parker notes NVIDIA has cut energy use for inference tasks by 100,000× over the past decade ,and by about 30× in just the past two years. Craig from Amazon explains how new grid-enhancing technologies could quickly make a difference, pointing to an AWS/RMI study showing that 6.5 GW of extra capacity could be freed up on the PJM grid without building any new transmission lines. He adds that AI is already helping in California, where smart battery dispatch is cutting costs in real time. Data centers don't only use electricity for computation: they create a lot of heat, too. Josh says there are ways to use that heat, and describes Scandinavian projects that use it for their local district heating networks. With geothermal and new small modular reactors unlikely to reach widespread deployment until well into the 2030s, the panel agrees that the real solutions in the next few years lie in upgrading transmission, expanding storage, redesigning rates, and building in flexibility.It's a busy and lively discussion, with a couple of questions from the audience answered by the panel. If you have any further questions or comments on the show, we'd love to hear them. You can comment on Spotify, leave a review on Apple Podcasts, or find us on YouTube and leave a comment there. Thanks!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.