Podcast appearances and mentions of Schneider Electric

Victoria is undertaking one of Australia's most ambitious electricity transitions. The state is aiming for 65% renewable electricity by 2030 and 95% by 2035, replacing ageing coal-fired power stations with renewable electricity, batteries and offshore wind while keeping the lights on and consumers' bills down. This week on Cleaning Up's Deep Dive Australia, Michael Liebreich is joined by Lily D'Ambrosio, Victoria's Minister for Climate Action, Energy and the State Electricity Commission, who has overseen the state's energy transition for more than a decade. Together Minister D'Ambrosio and Michael examine the policies driving the transition, from renewable energy auctions and large-scale batteries, to offshore wind and transmission planning. Michael also challenges the Minister on some of the most controversial aspects of Victoria's strategy, including unpublished modelling, coal closure agreements, and the politics of moving households away from gas. Topics: Victoria's energy transition and the role of state governments Replacing coal with renewables Batteries, electricity markets and falling wholesale prices Coal plant closures and investor certainty Transparency, modelling and political accountability Transmission, community opposition and Renewable Energy Zones Offshore wind and the future generation mix Gas, household electrification and cost of living Leadership, public confidence and delivering the transition Leadership Circle: Cleaning Up is proud to be supported by its Leadership Circle. The members are Actis, Alcazar Energy, Arup, Copenhagen Infrastructure Partners, Cygnum Capital, Davidson Kempner, Ecopragma Capital, EDP, Eurelectric, the Gilardini Foundation, KKR, Mitsubishi Heavy Industries, National Grid, Octopus Energy, Quadrature Climate Foundation, Schneider Electric, SDCL and Wärtsilä. For more information about the Leadership Circle, visit cleaningup.live Links: Lily D'Ambrosio's bio: https://www.victorianchamber.com.au/profile/lily-dambrosio Sign up to our newsletter: https://cleaninguppod.substack.com EnergyAustralia: https://www.energyaustralia.com.au/ AGL: https://www.agl.com.au/  VicGrid: https://www.vicgrid.com.au/ Western Renewable Link: https://www.westernrenewableslink.com.au/ Offshore wind: https://www.energy.vic.gov.au/renewable-energy/offshore-wind-energy/offshore-wind-energy-victoria Gas substitution roadmap: https://www.energy.vic.gov.au/renewable-energy/victorias-gas-substitution-roadmap Open Electricity: https://openelectricity.org.au/ Acronyms: CSIRO: Commonwealth Science and Industrial Research Organisation

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über Ernüchterung bei Netflix, den finalen Atai-Moment und einen erwachenden Markt. Außerdem geht es um SpaceX, Alphabet, Oracle, Abbott Laboratories, UnitedHealth Group, J.B. Hunt Transport Services, AtaiBeckley, Eli Lilly, Compass Pathways, Definium Therapeutics, Infineon, ABB, Schneider Electric, Siemens Energy, ASML, Delivery Hero, Uber, Novo Nordisk, Burberry, Saab, Travelers, Yara, BlackRock, Goldman Sachs, JPMorgan Chase, Robinhood Markets, Reddit, Nvidia, Micron Technology, SanDisk, Applied Materials, Western Digital, KLA, Marvell Technology, Lam Research, iShares Nikkei 225 (WKN: A0YEDQ), Xtrackers MSCI Japan (WKN: DBX1MJ), Amundi Japan Topix (WKN: A2H58U), VanEck Space Innovators ETF (WKN: A3DP9J), Direxion Daily Semiconductor Bull 3X Shares / SOXL (WKN: A1C1G7) Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien *Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt.* Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Egyre többen csekkolnak ki a közösségi médiából Az Mi adatközpontok új generációját hozza el a Schneider Electric és a Foxconn Veszélyes vírus fenyegeti az androidos telefonokat, a bankszámlánk a tét Még rejtélyesebb lett a neandervölgyiek kihalása: a DNS-ük szerint meglepően jó egészségi állapotban voltak nem sokkal azelőtt, hogy végleg eltűntek Így kalkulálhatja ki helyesen, milyen méretű tévére van szüksége Visszaállította a felhasználó online fiókját a Microsoft, akinek 25 évnyi anyaga veszett oda azzal Microsoft-partneri minősítést szerzett a 4iG Nem bízzák az AI-ra az utazástervezést a fiatalok Veszélyes a Google AI-alapú keresője a gyerekeknek? A további adásainkat keresd a podcast.hirstart.hu oldalunkon. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Egyre többen csekkolnak ki a közösségi médiából Az Mi adatközpontok új generációját hozza el a Schneider Electric és a Foxconn Veszélyes vírus fenyegeti az androidos telefonokat, a bankszámlánk a tét Még rejtélyesebb lett a neandervölgyiek kihalása: a DNS-ük szerint meglepően jó egészségi állapotban voltak nem sokkal azelőtt, hogy végleg eltűntek Így kalkulálhatja ki helyesen, milyen méretű tévére van szüksége Visszaállította a felhasználó online fiókját a Microsoft, akinek 25 évnyi anyaga veszett oda azzal Microsoft-partneri minősítést szerzett a 4iG Nem bízzák az AI-ra az utazástervezést a fiatalok Veszélyes a Google AI-alapú keresője a gyerekeknek? A további adásainkat keresd a podcast.hirstart.hu oldalunkon. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

China transformed solar from one of the world's most expensive energy technologies into the cheapest source of electricity in just a couple of decades. And now it's doing the same with batteries, with prices plummeting around the world. This week on Cleaning Up, Bryony Worthington is joined by Alex Shoer, Managing Director of GridVest, who spent almost a decade building renewable energy businesses in China before bringing those lessons back to the United States. They discuss the lessons behind China's clean energy success, the evolution of solar subsidies, and why battery storage is becoming essential for everything from renewable energy to AI data centres. They explore whether collaboration rather than competition will shape the next phase of the global energy transition, and in which technologies the U.S. still holds a competitive advantage. Topics covered: China's blueprint for scaling clean energy The impact of ending solar subsidies Why batteries are becoming more valuable than solar alone Can AI and data centres accelerate the battery boom? Ford, CATL and the future of global partnerships Competing vs partnering with China Financing the next generation of energy infrastructure The future of battery tech and U.S. innovation Leadership Circle Cleaning Up is proud to be supported by its Leadership Circle. The members are Actis, Alcazar Energy, Arup, Copenhagen Infrastructure Partners, Cygnum Capital, Davidson Kempner, Ecopragma Capital, EDP, Eurelectric, the Gilardini Foundation, KKR, Mitsubishi Heavy Industries, National Grid, Octopus Energy, Quadrature Climate Foundation, Schneider Electric, SDCL and Wärtsilä. For more information about the Leadership Circle, visit cleaningup.live Links Alex Shoer's bio: Alex Shoer Sign up to our newsletter: cleaninguppod.substack.com GridVest: https://gridvest.com/ Seeder Clean Energy: https://seederenergy.com/   Acronyms RE100: Renewable Energy 100% Commitment PPA: Power Purchase Agreement S-REC: Solar Renewable Energy Credits I-REC: International Renewable Energy Certificate IRR: Internal Rate of Return ITC: Investment Tax Credit FEOC: Foreign Entity Of Concern CPUC: California Public Utility Commission NMC: Nickel Manganese Cobalt LFP: Lithium Iron Phosphate AHJ: Authorities Having Jurisdiction

The French national holiday Bastille Day is a chance to look at the significant investment in this country by France, The highest in the EU. It includes Sanofi, Pernod Ricard and Veolia. It also includes Schneider Electric which is one of the biggest suppliers of energy company also has a significant R&D hub in Galway.Joining Joe on the show Rhonda Doyle, Country President of Schneider Electric Ireland.

Australia's electricity networks are entering a new era. As rooftop solar, battery storage and electric vehicles demand reshape the grid, the role of distribution networks is changing from simply delivering electricity to actively enabling a smarter, more resilient and affordable energy system.  For the third episode of our Deep Dive Australia series, Michael sits down with Marc England, CEO of Ausgrid, one of Australia's largest electricity distribution businesses, to explore what that transformation looks like in practice. Ausgrid is responsible for supplying electricity to millions of customers across Sydney, the Central Coast and the Hunter Region in New South Wales. Marc reflects on how networks have to become intelligent, flexible and community-focused while balancing commercial realities with public service. He shares how distribution companies like his are adapting to an increasingly decentralised electricity system, where balancing reliability, affordability and customer expectations has never been more complex. From the growing role of battery storage and managing unpredictable energy flows, to supporting the rapid rise of data centres and preparing for extreme weather events, he explains why networks will play a critical role in delivering a successful net zero future.  Also, Michael travels inside the electricity tunnels beneath Sydney, to see how Ausgrid has built a resilient electricity system for Australia's financial capital. Topics Include: The evolving role of electricity distribution networks Balancing commercial success with community responsibility Battery storage and building a more flexible grid Managing the rise of rooftop solar and distributed energy resources Preparing for growing electricity demand and data centres Building resilience for extreme weather and changing energy patterns Leading innovation through Australia's energy transition Leadership Circle: Cleaning Up is proud to be supported by its Leadership Circle. The members are Actis, Alcazar Energy, Arup, Copenhagen Infrastructure Partners, Cygnum Capital, Davidson Kempner, Ecopragma Capital, EDP, Eurelectric, the Gilardini Foundation, KKR, Mitsubishi Heavy Industries, National Grid, Octopus Energy, Quadrature Climate Foundation, Schneider Electric, SDCL and Wärtsilä. For more information about the Leadership Circle, visit cleaningup.live Links: Watch our full Deep Dive Australia Series: https://youtube.com/playlist?list=PLc8cNKXCII70&si=GmXz-zQe3yK42V3o Sign up to our newsletter: cleaninguppod.substack.com Marc England's bio: https://www.linkedin.com/in/marc-england-9147711/ Ausgrid: https://www.ausgrid.com.au/ Transgrid:  https://www.transgrid.com.au/ PLUS ES: https://www.pluses.com.au/ John Pettigrew on Cleaning Up: https://www.youtube.com/watch?v=S7Lg1A958aA Tim Meyerjürgens on Cleaning Up: https://www.youtube.com/watch?v=PQgUuJ-dx78 Acronyms: SES - State Emergency Service CBD - Central Business District DNSP - Distribution Network Service Provider C&I - Commercial & Industrial AEMO - the Australian Energy Market Operator CIS - Capacity Investment Scheme

Host Russell Reading speaks with Gabor Szabo, Renewable Energy and Carbon Advisory Senior Consultant, from Schneider Electric about Hungary's evolving renewables landscape, with strong solar growth, an emerging PPA market and corporate interest from the automotive and industrial sectors. The episode covers wind development challenges and recent regulatory changes, grid constraints, and how upcoming GHG protocol guidance and a new government could shape corporate decarbonization and future renewable projects.

Cathy Susie is the Vice-President of HR for U.S. Business, and Kayla Brown is the HR Business Partner for Schneider Electric. 

South and Southeast Asia face a different challenge to many developed economies. As the regions continue to grow, so too does demand for energy, transport and industry. The question is whether that growth can be powered by cleaner technologies from the start. In the second of our episodes recorded from Singapore, Michael meets Marie Cheong, founding partner at 100x100, a climate tech venture builder and VC for South and Southeast Asia. Previously, Marie co-founded WaveMaker Impact, where she helped launch climate startups addressing some of the region's biggest opportunities for decarbonisation. Marie explains why climate innovation in emerging South Asian markets requires a different approach. They discuss investing across the region, growing energy demand, using AI to decarbonise manufacturing, and why there are no "silver bullet" solutions to climate change. Marie also takes Michael to the People Bee Hoon noodle factory, which makes rice vermicelli noodles to see how Desmond Goh, the factory's director is using AI to improve his operations. Michael meets to Desmond and Muun AI founder Kathryn Knight about how better use of data can help cut emissions and waste. And at the end of the episode, a very special announcement… stay tuned. Topics Include Building climate startups across South and Southeast Asia Why climate investing needs more than "silver bullet" technologies The biggest opportunities for climate innovation in emerging Asian markets Solving regional pain points as the key to success Can Southeast Asia grow without burning more coal? Investing in emerging markets and navigating regional diversity How AI can help manufacturers cut emissions, costs and energy use The next generation of climate technology in Asia Leadership Circle Cleaning Up is proud to be supported by its Leadership Circle. The members are Actis, Alcazar Energy, Arup, Copenhagen Infrastructure Partners, Cygnum Capital, Davidson Kempner, Ecopragma Capital, EDP, Eurelectric, the Gilardini Foundation, KKR, Mitsubishi Heavy Industries, National Grid, Octopus Energy, Quadrature Climate Foundation, Schneider Electric, SDCL and Wärtsilä. For more information about the Leadership Circle, visit cleaningup.live Links Marie Cheong's bio: https://www.linkedin.com/in/marie-cheong-06141b36/ Wavemaker Impact https://wavemakerpartners.com/ 100x100 https://www.100x100.com/ Muun AI https://muun-ai.com/ Watch our previous episode from Singapore, with Ravi Menon: https://www.youtube.com/watch?v=Xvhd34i6YMk Harish Hande on Cleaning Up https://www.youtube.com/watch?v=jUxdaHFJI68 South Asia Includes: Afghanistan, Bangladesh, Bhutan, India, Maldives, Nepal, Pakistan,and Sri Lanka. South East Asia Includes:  Brunei, Burma (Myanmar), Cambodia, Timor-Leste, Indonesia, Laos, Malaysia, the Philippines, Singapore, Thailand and Vietnam. Acronyms FESIA - Future Energy Storage and System Integration Alliance ASEAN - Alliance for Southeast Asian Nations CPTPP -  Comprehensive and Progressive agreement for Trans-Pacific Partnership MT - Megatonne SAF - Sustainable Aviation Fuel SME - Small/Medium-sized Enterprises

Most enterprise conversations around AI start with models, copilots, and agents. This conversation started somewhere else: the data foundation. Last week at Informatica World, I had the opportunity to sit down with Martí Ganduxé Pregona from Schneider Electric and Emilio Valdés from Informatica to discuss what it really takes for enterprises to move from AI experimentation to AI at scale on The Ravit Show!!!!One theme came up repeatedly throughout our discussion:AI is only as good as the data behind it.We explored how the combination of Informatica and Salesforce is expanding the role of data management beyond traditional integration and governance into areas such as agent governance, workflows, and APIs.We also talked about one of the most talked-about announcements from the event: Informatica Headless.The idea is simple but powerful. As enterprises deploy more AI agents, they need a trusted layer that ensures those agents are working with accurate, governed, and compliant data.A few insights from the conversation:* Why trusted data is becoming the foundation of every AI strategy* How enterprises are preparing for an agent-driven future* Why data governance is becoming more important, not less, in the age of AI* The growing need to balance innovation speed with compliance and security requirements* What enterprise leaders are learning from one another as they navigate AI transformationOne thing was clear: the future isn't just about building smarter AI.It's about building an organization that can trust the outputs AI produces.The full interview is below.#data #ai #InformaticaWorld #theravitshow

Have you ever stopped to think about what really powers the AI revolution? While the conversation often focuses on the latest models, chips, and applications, the real story may lie in something far less visible: the energy systems and digital architecture that make it all possible. In this episode of Tech Talks Daily, I welcome Sadiq Syed, Senior Vice President of Digital Energy Software at Schneider Electric, to discuss why the future of electrification depends as much on software as it does on hardware. As demand for AI continues to grow at an extraordinary pace, data centers are consuming increasing amounts of electricity, putting pressure on aging grids and exposing the limitations of traditional approaches to energy management. During our conversation, Sadiq explains why electrification alone cannot deliver global decarbonization goals. Without intelligent software capable of monitoring, predicting, and optimizing energy usage, businesses risk wasting valuable resources while struggling to meet rising demand. We discuss why AI may ultimately become the technology that helps solve the energy challenges it has helped create, using continuous analytics and predictive intelligence to improve efficiency across complex environments. We also examine the growing regulatory pressure. With more than a thousand energy-related regulations introduced around the world in recent years, compliance has become part of everyday operations rather than an occasional reporting exercise. Sadiq explains why organizations should stop viewing compliance as an administrative burden and instead see it as an opportunity to build trust, strengthen resilience, and improve operational performance. Another area we explore is digital resilience. Whether supporting hospitals, pharmaceutical manufacturers, or mission-critical data centers, modern infrastructure depends on uninterrupted operations. Sadiq shares why cybersecurity, predictive maintenance, unified operational visibility, and connected digital platforms are becoming central to maintaining uptime while helping organizations make better use of limited energy resources. The conversation also turns to people. As experienced engineers retire and younger generations enter the workforce with very different expectations, organizations face an urgent challenge: modernizing the tools they provide. We discuss how intuitive digital platforms can reduce complexity, shorten training time, attract the next generation of technical talent, and make daily operations easier to manage. Throughout our discussion, one message remains consistent. The future of sustainable infrastructure is built on the combination of electrification, automation, and intelligent software. From AI-enabled operational insights to connected energy management platforms, technology is becoming the foundation that allows businesses to balance performance, sustainability, regulatory requirements, and resilience in an increasingly unpredictable world. Is the biggest challenge facing AI actually an energy challenge? And if software is becoming the foundation for modern electrification, how prepared is your organization for what comes next? I'd love to hear your thoughts after listening.

Australia is navigating an extraordinarily complex energy transition. It is both a major exporter of fossil fuels and a global leader in rooftop solar, while recent disruption to fuel supplies has reinforced the importance of energy security alongside decarbonisation. As the country prepares to co-host COP31 alongside Türkiye, the choices it makes will have implications well beyond its borders. This week on Cleaning Up, Michael Liebreich sits down with Chris Bowen, Australia's Minister for Climate Change and Energy. Chris explains how Australia responded to the recent fuel crisis, why he believes the road to net-zero starts with households, and how the government is balancing affordability, reliability and emissions reduction. Chris and Michael explore Australia's rapid growth in rooftop solar and home batteries, why electric vehicles have been slower to take off, the challenges of expanding the electricity grid, and what Australia's joint leadership of COP31 means for its role on the global stage. Throughout, Chris explains how he sees the challenge of making the energy transition practical, affordable and politically achievable. Topics include: How Australia avoided fuel shortages during the global energy crisis Why Minister Bowen believes the path to net zero starts with households How to make rooftop solar and home batteries work at scale The challenge of electrifying transport in Australia Building the grid needed for a renewable energy future Balancing climate ambition with political and community support What Australia's energy transition can teach the rest of the world Leadership Circle: Cleaning Up is proud to be supported by its Leadership Circle. The members are Actis, Alcazar Energy, Arup, Copenhagen Infrastructure Partners, Cygnum Capital, Davidson Kempner, Ecopragma Capital, EDP, Eurelectric, the Gilardini Foundation, KKR, Mitsubishi Heavy Industries, National Grid, Octopus Energy, Quadrature Climate Foundation, Schneider Electric, SDCL and Wärtsilä. For more information about the Leadership Circle, visit cleaningup.live Links: Chris Bowen's bio: https://minister.dcceew.gov.au/bowen/biography Fatih Birol on Cleaning Up: https://www.youtube.com/watch?v=hmHIrtBZIAg Bill McKibben on Cleaning Up: https://www.youtube.com/watch?v=7W9uR6eTe94 Acronyms: IPCC - The Intergovernmental Panel on Climate Change UNFCCC - United Nations Framework Convention on Climate Change SRES - Small Scale Renewable Energy Scheme DNSP - Distribution Network Service Provide AER - Australian Energy Regulator DMO - Default Market Offer CIS - Capacity Investment Scheme EMO - Energy Market Operator ISP - Integrated Systems Plan

Data centers ou centres de données, acier décarboné, la 9ème édition de Choose France à Versailles et la 10e édition du salon VivaTech à Paris ont été l'occasion d'annonces d'investissements étrangers. À Versailles, cela représente un « record de 93 milliards d'euros » et la création de « 15 600 emplois », s'est félicité, le 1er juin 2026, le chef de l'État Emmanuel Macron. L'Intelligence artificielle ou (IA) reçoit ainsi tous les honneurs en France! Des groupes comme le géant japonais de la technologie SoftBank pour un projet colossal de data centers avec Schneider Electric ou encore une giga usine IA à 5 milliards d'euros proche de Paris portée par Ardian et Verne. N'oublions pas non plus que la licorne tricolore Mistral AI vient de prendre part à un nouveau projet de data center à 7,5 milliards d'euros avec le fonds émirati MGX et Bpifrance. Côté logistique, Amazon a également annoncé de nouveaux sites logistiques sur le territoire. Au Sommet Choose France tout comme à VivaTech Emmanuel Macron et les membres du Gouvernement Lecornu comme Roland Lescure, Jean-Noël Barrot, Anne Le Hénanff, Nicolas Forissier et Vincent Jeanbrun ont rappelé que « la France s'améliore sur la rapidité à réaliser des projets industriels. » Ecoutons Sylvain Maillard, député Ensemble pour la République de la 1ère circonscription de Paris, entrepreneur et fin connaisseur des sujets High Tech et des data centers.

Les investisseurs marquent une pause après un 2e trimestre solideLe CAC 40 démarre le mois de juillet en baisse, autour de -1%, après avoir gagné 7,5 % au deuxième trimestre, sa meilleure performance depuis le début de l'année 2024.Aux Etats-Unis, le S&P500 suivait la même tendance dans l'après-midi en cédant 0.15%, après son meilleur trimestre en six ans grâce aux secteurs technologique et de l'intelligence artificielle.Au chapitre économique, la bonne nouvelle du jour est venue de l'inflation en zone euro, qui a ralenti plus fortement que prévu en juin, grâce à la baisse des prix du pétrole dans un contexte d'apaisement au Moyen-Orient.Aux Etats-Unis, le cabinet ADP a révélé que seuls 98.000 emplois ont été créés en juin dans le secteur privé, moins que les 120.000 attendus et que les 122.000 de mai.Enfin, Kevin Warsh, le nouveau président de la Fed, a réaffirmé lors du forum de la BCE au Portugal que l'inflation restait trop élevée, sans vouloir donner d'indication sur les futures décisions.C'est un changement majeur par rapport à l'ancien mode de communication de la banque centrale des États-Unis. Et sur le front des entreprises, quelles sont les principales informations du jour ?Côté entreprises, Schneider Electric recule de plus de 4% après l'annonce du rachat de la société norvégienne Cognite pour 3,1 milliards de dollars.Une opération jugée ambitieuse, et même coûteuse par certains analystes, malgré son intérêt stratégique dans le domaine de l'intelligence artificielle appliquée à l'industrie. Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Dans cet épisode du "Décryptage", David Barroux analyse les récentes acquisitions de grands groupes français aux États-Unis. Il explique pourquoi l'Amérique est devenue une priorité pour nos entreprises, malgré certains défis, comme les coûts salariaux élevés ou l'instabilité politique. Il souligne les avantages structurels du marché américain, comme sa croissance économique solide et son cadre réglementaire plus stable que celui de l'Union européenne. Il évoque également l'impact du boom de l'intelligence artificielle et du virage protectionniste engagé par l'administration Biden, qui stimulent les investissements français outre-Atlantique.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Singapore is one of the smallest countries in the world, yet plays a unique role as one of Asia's main financial and oil refining hubs. So how is it using its influence to help or hinder the transition? Ravi Menon has spent his career at the heart of Singapore's economic and financial strategy, serving as Managing Director of the Monetary Authority of Singapore (the country's central bank) before becoming the country's Ambassador for Climate Action. In this conversation with Michael Liebreich, Menon explains why Asia's energy transition will follow a different path from the West. With growing energy demand, dependence on coal and the need for affordable and reliable power, the challenge is not just building clean energy but replacing the systems already in place. They discuss Singapore's role in shaping Asia's future energy system, from cross-border electricity trade and new financing models to carbon markets, electric vehicles and the growing link between energy security and the move away from fossil fuels. Topics include: Why Asia's path to net zero will look different from the West Singapore's unique challenges with decarbonization How growing economies can move past coal How to fund Asia's enormous climate transition The future role of carbon markets in climate action The link between energy security and the shift to clean energy Singapore's role as a catalyst for regional decarbonisation Newsletter: Sign up to the Cleaning Up newsletter at cleaninguppod.substack.com, for all the latest from the show, including new episodes of our Deep Dive Australia series.  Leadership Circle: Cleaning Up is proud to be supported by its Leadership Circle. The members are Actis, Alcazar Energy, Arup, Copenhagen Infrastructure Partners, Cygnum Capital, Davidson Kempner, Ecopragma Capital, EDP, Eurelectric, the Gilardini Foundation, KKR, Mitsubishi Heavy Industries, National Grid, Octopus Energy, Quadrature Climate Foundation, Schneider Electric, SDCL and Wärtsilä. For more information about the Leadership Circle, visit cleaningup.live Links: Ravi Menon's bio: https://www.impactsg.org/board/ravi-menon Fast-P Fund: https://www.fast-partnership.com/ Dr Ma Jun on Cleaning Up: https://www.youtube.com/watch?v=Fu6giWzTxAY Mark Carney on Cleaning Up: https://www.youtube.com/watch?v=HtA5ufMzKAU Pierre Wunsch on Cleaning Up: https://www.youtube.com/watch?v=r2xS5e5EGEg Rachel Kyte on Cleaning Up: https://www.youtube.com/watch?v=V1m2lm2n_EE The Asian Development Bank: https://www.adb.org/what-we-do/topics/climate-change/overview CDM - Clean Development Mechanism: https://unfccc.int/process-and-meetings/the-kyoto-protocol/mechanisms-under-the-kyoto-protocol/the-clean-development-mechanism •GFANZ - Glasgow Financial Alliance for Net Zero https://www.gfanzero.com/ 

Les investisseurs ont pu se concentrer hier sur la publication d'indicateurs macro-économiques en l'absence de réelle évolution dans le conflit au Moyen-Orient.Les statistiques publiées pour les deux moteurs de la zone Euro, l'Allemagne et la France, ont été plutôt favorables avec un rebond de la consommation allemande et des prix à la consommation en France qui ont augmenté de seulement 1,8% en juin.Sur ces bonnes nouvelles, l'indice parisien a avancé de 0,49% et à Francfort l'indice DAX s'est apprécié de plus de 1,4%. Et du coté des valeurs :Le sidérurgiste ArcelorMittal a effacé une partie de son repli mensuel en signant l'un des plus forts rebonds du CAC 40 hier, après une nouvelle recommandation d'un broker.L'action a gagné près de 2,8% juste derrière Schneider Electric en hausse de 2,9%A l'inverse, le titre Kering a perdu plus de 6% enregistrant la plus forte baisse de l'indice parisien suite à une conférence téléphonique de fin de semestre accueillie sans enthousiasme par plusieurs intermédiaires financiers.Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Today, Cleaning Up launches its Deep Dive Australia series. Featuring conversations with nine leaders of the climate and clean energy scene, the series explores where Australia is leading the world, where it is not, and how it got there. This is an important moment for Australia. The country was extraordinarily exposed to the closure of the Strait of Hormuz, being the largest per capita importer of diesel in the world. It's also uniquely dependent on China as the destination of its mineral exports and the source of a lot of its technology imports. And in November, Australia will be co-president with Turkiye of the COP Climate Summit in Antalya.  In the first of Cleaning Up's Deep Dive Australia series, Michael Liebreich speaks with Darren Miller, the CEO of ARENA (the Australian Renewable Energy Agency), the federal body responsible for deploying over $14 billion AUD in grants to clean energy projects across Australia. Michael Liebreich speaks with Darren about where Australia is leading the world, and where it still has ground to make up. They explore how ARENA funds innovation into pioneering clean tech, why Australia has quietly become the world's third largest battery market, and what it will take to turn the Pilbara's iron ore into green steel. They also discuss the Hydrogen Headstart Fund, the slow uptake of EVs, vehicle-to-grid, community batteries, and the moment the Hormuz crisis exposed Australia as the world's largest per capita importer of diesel. Topics include: How ARENA's funding model works and what makes it different from a typical government agency Australia's green iron and steel opportunity The Pilbara ore challenge Where Australia could achieve solar at $20 per megawatt hour How Australia became the world's third largest consumer battery market Transport electrification: vehicle-to-grid, EV charging, and the plug-in hybrid problem Sustainable Aviation Fuel: ARENA's newest frontier and the cost challenge ahead Leadership Circle: Cleaning Up is proud to be supported by its Leadership Circle. The members are Actis, Alcazar Energy, Arup, Copenhagen Infrastructure Partners, Cygnum Capital, Davidson Kempner, Ecopragma Capital, EDP, Eurelectric, the Gilardini Foundation, KKR, Mitsubishi Heavy Industries, National Grid, Octopus Energy, Quadrature Climate Foundation, Schneider Electric, SDCL and Wärtsilä. For more information about the Leadership Circle, visit cleaningup.live Newsletter: Sign up to the Cleaning Up newsletter at cleaninguppod.substack.com, for all the latest from the show, including new episodes of our Deep Dive Australia series.  Links: Darren Miller's bio: https://www.linkedin.com/in/darrenhmiller/ ARENA https://arena.gov.au/ Liebreich: The Pragmatic Climate Reset - Part I | BloombergNEF Mariana Mazzucato on Cleaning Up: https://www.youtube.com/watch?v=nX7mhh53GOw Acronyms: AMGC - Australian Manufacturing Growth Centre ACAP - Australian Centre for Advanced Photovoltaics DNSP - Distribution Network Service Provider OEM -  Original Equipment Manufacturer UNSW - University of New South Wales SAF - Sustainable Aviation Fuel DRI - Direct Reduced Iron CEFC - Clean Energy Finance Corporation PERC - Passivated Emitter Rear Conductor Cell, HEFA - Hydroprocessed Esters and Fatty Acids

Lizzy de la Garza Putegnat is the Vice President of Marketing and Public Relations at Titan Fuel, a fuel export company, where she leads government affairs, marketing, and community outreach. Previously, she worked at Schneider Electric, a Fortune Global 500 company, where she provided energy management consulting for the public sector. Earlier, she was Director of Business Recruitment, Retention, and Expansion at the Brownsville Economic Development Council, where she played a key role in recruiting businesses and creating thousands of jobs, including the recruitment of SpaceX. In this episode interview from May 2025, Lizzy shares about the various hats she wears, some adversities and what she's most proud of. A Brownsville, TX, native from humble beginnings, Lizzy was the first in her family to attend college in the US. She attended Duke University on scholarship and graduated with a Bachelor of Arts in Public Policy. After graduating, she moved back to the Rio Grande Valley to make a positive impact in her community. As a passionate community servant leader, she has served on 16 boards and numerous councils and committees. In 2021 Governor Abbott appointed Lizzy to the Texas State Technical College Board of Regents. She is currently serving on 10 state and local boards including: TSTC, Texas Lyceum, Business Development Fund of Texas, RGV Partnership, Chairwoman of Greater Chamber of Harlingen, Treasurer of Harlingen Economic Development Corporation, Vice President of United Way of Northern Cameron County, and many others. Lizzy has received multiple awards and recognitions since 2020, including: “Moms & Industry Honoree” by RGV Linking Economic & Academic Development, “Woman of the Year for Community Service Award” by Zonta Club of Brownsville, “Rio Grande Valley Remarkable Women Finalists” by Nexstar Media Group, “Hispanic Women Making History Award” by Hispanic Women's Network of Texas RGV Chapter, “Trailblazing Women Award” by State Representative Janie Lopez, “Distinguished Alumni Award” by Leadership Brownsville, “Women Empowerment Award” by Greater Chamber of Harlingen, “Women of Distinction Award” by RGV Hispanic Chamber, and others. Above all, Lizzy is the proud wife of Steven and the proud mother of their biggest blessings, Isabella and Elliana.

When companies mandate AI adoption without a use case, without a strategy, and without a business outcome in mind, they don't get transformation. They get jazz hands and nightmare token bills.This month's System Update pulls apart what's actually happening beneath the headlines: Oracle's 21,000 layoffs attributed to "AI adoption," Amazon arming junior developers to replace senior engineers, and enterprises burning through AI budgets they cannot predict or control.The deeper argument George K. and George A. make is harder to dismiss than the headlines. You cannot drive deterministic business outcomes with probabilistic means of production. The CEOs and CTOs who greenlit LLM adoption at scale are now facing a math problem that no earnings call language can paper over.The free water is now a metered utility. Will the bill ever be worth paying?The episode also turns to labor theater and what we're giving our attention to: what we lose when institutions optimize for engagement over depth, and what it costs when an entire generation learns to consume rather than think.Mentioned: NYT on Schneider Electric's AI adoption without layoffs Amazon tokenmaxxing mandate goes sideways Oracle sheds 13% of its workforce amid so-called AI adoption Amazon still hiring junior employees while also doing layoffs…? The Intellectual Life of the British Working Classes, by Jonathan Rose Snap's intentional targeting of teens' attention Denmark invests in de-screening its schools

Since Donald Trump returned to the Presidency in 2025, the US has become increasingly isolationist. It has pulled out of the Paris climate agreement and the IPCC, left the World Health Organisation, as well as a whole host of other international organisations and agencies. So, when President Trump leaves the White House, will the US be able to rebuild trust on the international stage? This week on Cleaning Up, former US Secretary of State and Special Presidential Envoy for Climate John Kerry sits down with Michael Liebreich and reflects on some of the defining diplomatic efforts of his career, from negotiating the Iran nuclear deal to helping secure the Paris Climate Agreement. Secretary Kerry explains how years of relationship-building and behind the scenes diplomacy helped bring Iran to the negotiating table and why he believes the original nuclear agreement succeeded in limiting Iran's nuclear programme. He also shares his frustration at what he sees as the dismantling of agreements and relationships that took years to build, and the challenge of restoring trust in US leadership on the global stage.  Secretary Kerry also shares his perspective on working with China, the importance of international cooperation, and the role diplomacy still has to play. They also discuss rebuilding trust in US leadership, and the shifting balance between the US and China in clean energy. Topics Include: How the Obama administration negotiated limits on Iran's nuclear programme The diplomacy behind the Paris Climate Agreement The meaning of "common but differentiated" in climate diplomacy Lessons from Kyoto, Paris and Dubai on international climate agreements Why engaging adversaries matters more than isolating them How can the U.S. rebuild trust on a global stage? Petrostate vs electrostate: the shifting US-China dynamic Leadership Circle: Cleaning Up is proud to be supported by its Leadership Circle. The members are Actis, Alcazar Energy, Arup, Copenhagen Infrastructure Partners, Cygnum Capital, Davidson Kempner, Ecopragma Capital, EDP, Eurelectric, the Gilardini Foundation, KKR, Mitsubishi Heavy Industries, National Grid, Octopus Energy, Quadrature Climate Foundation, Schneider Electric, SDCL and Wärtsilä. For more information about the Leadership Circle, visit cleaningup.live Links: John Kerry's bio: https://galvanizeclimate.com/team/secretary-john-kerry Galvanize https://galvanizeclimate.com/ Our Ocean Conference https://www.ouroceanconference.org/ Todd Stern on Cleaning Up https://www.youtube.com/watch?v=ffnZzO6CMI8 Ernie Moniz on Cleaning Up https://www.youtube.com/watch?v=0shzlRv4MTY Acronyms: ADNOC - Abu Dhabi National Oil Company LNG - Liquified Natural Gas OPCW - Organisation for the Prevention of Chemical Weapons ESG - Environment, Social and Governance IRGC - Islamic Revolutionary Guard Corps

Get in touch - leave me a messageWhat if AI's biggest climate impact isn't chatbots, but cutting real energy waste in buildings, grids, and factories?In this episode of Climate Confident, I'm joined by Philippe Rambach, Chief AI Officer at Schneider Electric, to unpack one of the sharpest tensions in climate tech today: AI is increasing electricity demand, but used well, it may also be one of the tools we need for decarbonisation, emissions reduction, and a faster energy transition.You'll hear why Philippe argues that the real opportunity is not in chasing every shiny new model, but in applying AI to physical systems: reducing peak demand, optimising building energy use, supporting grid operators, and helping companies move from pilots to production. We dig into Schneider Electric's work on using AI to cut energy waste, including the striking claim that in some energy-saving applications, the carbon emitted to run the model can be dwarfed by the energy saved.We also get into the hard bits people love to ignore because apparently spreadsheets and wishful thinking are still considered strategy in some quarters. Why do so many AI pilots fail to scale? Why does domain knowledge matter as much as technical skill? How should businesses think about responsible AI, privacy, policy, net zero, and the operational realities of electrification?This is a practical conversation about AI for energy, not AI theatre.

All links and images can be found on CISO Series This week's episode is hosted by David Spark, producer of CISO Series and Andy Ellis, principal of Duha. Joining is Megan Samford, vp product and supply chain security, Schneider Electric. In this episode: Two modes of CISO The vendor has the keys The economic argument for secure code Burning through the talent A huge thanks to our sponsor, Native Security Native makes secure-by-design inherent to how the cloud operates. It's the control plane for built-in cloud security, unifying and governing native controls, so security intent is defined once and applied consistently across providers. Learn more at native.security.

In this episode of the HR Leaders Podcast, I had an inspiring conversation with Arun Serikar, VP, HR Technology, Digital Platforms & AI Innovation, Corp Functions at Schneider Electric, to unpack what it really takes to simplify HR technology, scale AI, and build a better employee experience across a global enterprise.Arun shares how Schneider Electric went from 545 HR applications to 303, reducing tech debt, breaking regional silos, and building stronger governance around the tools, data, and platforms used across the business. He explains why employees are not looking for the “best system”, they are looking for fewer systems that actually work together.Most importantly, Arun breaks down how Schneider Electric is using AI to move HR from a back-office function to an intelligence layer for the enterprise, from internal chatbots and ticket reduction, to performance review AI assistance, agentic workflows, and a future where employees can complete tasks without jumping between systems.

Professor Ning Li has spent decades at the intersection of energy, technology and industrial strategy. A nuclear engineer, complexity scientist and founding Dean of the School of Energy at Xiamen University, he is also credited with coining the term "Small Modular Reactor" nearly 20 years ago. In this wide-ranging conversation with Bryony Worthington, Ning Li explains why China has weathered recent global energy shocks better than many expected, how electrification is transforming economic resilience, and why solar panels, batteries and electric vehicles have become China's most important exports. They explore whether the world is really swapping dependence on fossil fuels for dependence on Chinese electrotech, why modularity has become the defining feature of successful modern technologies, and what lessons other countries can learn from China's rapid industrial scaling. The discussion also covers the future of nuclear power, the role of coal in supporting China's grid, the untapped potential of heat pumps, and why the energy transition should be framed not as a burden, but as an opportunity for growth. Topics include: Why China has been relatively resilient to oil and gas disruptions The rise of the "electrostate" China's new energy exports: EVs, batteries and solar Why modular technologies scale faster The origins of the Small Modular Reactor concept The changing role of coal in China's power system Heat pumps and industrial electrification Nuclear power's future in China Climate action as economic development Leadership Circle: Cleaning Up is proud to be supported by its Leadership Circle. The members are Actis, Alcazar Energy, Arup, Copenhagen Infrastructure Partners, Cygnum Capital, Davidson Kempner, Ecopragma Capital, EDP, Eurelectric, the Gilardini Foundation, KKR, Mitsubishi Heavy Industries, National Grid, Octopus Energy, Quadrature Climate Foundation, Schneider Electric, SDCL and Wärtsilä. For more information about the Leadership Circle, visit cleaningup.live Links: Ning Li bio: https://thebreakthrough.org/people/ning-li Octopus' Fiona Howarth on the EV partnership with BYD: https://www.youtube.com/watch?v=YL64XW5ZRBA

In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über die Angst der Börsenbosse, Snaps möglichen 2200-Dollar-Brillenflop und die Eskalation der Übernahmeschlacht um Deutschlands zweitgrößte Bank. Außerdem geht es um SpaceX, Amazon, Microsoft, Mercedes-Benz Group, Porsche AG, Volkswagen, GEA Group, Deutsche Bank, SFC Energy, Moderna, Yum Brands, Cboe Global Markets, Miami International Holdings, CME Group, Nasdaq, Hyperliquid Strategies, Meta Platforms, Alphabet, Warby Parker, Apple, UniCredit, Goldman Sachs, Infineon, ASML, Siemens, Rolls-Royce, Enel, Schneider Electric, ABB, Iberdrola, Siemens Energy, ASM International, Prysmian, BE Semiconductor Industries, VAT Group, Aixtron, Soitec, SÜSS MicroTec, Siltronic, Legrand, Nexans, NKT, Engie, National Grid, RWE, E.on, SSE, Terna, Elia. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

El analista Miguel Méndez estudia la actualidad de los mercados . En medio de la revolución geopolítica por los acuerdos entre Estados Unidos e Irán, además de la cumbre Rambouillet celebrada en Francia este pasado lunes. Los mercados han tenido un giro drástico; las tecnologías de semiconductores, el sector de seguros y los sectores del aeroespacial y defensa han tenido una subida drástica en sus valores tras el acuerdo, parece que se equilibra la balanza y que vuelve haber dinero para estos valores. Sin embargo, Méndez, advierte “Hay que ser cautelosos” “Estacionalmente estamos en la peor quincena del mes de junio, históricamente es la peor del año”. Por otro lado, la jornada está enmarcada por la primera reunión de Kevin Warsh, presidente de la Reserva Federal, en este contexto cabe preguntarse ¿Abrirá la ventana de bajada de tipos como anunció Donald Trump, cuando los datos invitan a lo contrario? Miguel Mendez asegura “Si bajan la ventana de tipos el mercado podría explotar al alza, pero hay que ser cautelosos y mantener la euforia contenida”. Durante la jornada se han comentado varios valores por los que el público de este medio consultaban, algunos de ellos pertenecen al sector del motor, que se está viendo afectado por las nuevas políticas impuestas por la Unión Europea lo que deriva en un profundo deterioro del sector. Así lo refleja el lanzamiento por parte de BMW del profit warning, a su vez Mercedes Benz también se ve arrastrada por el comportamiento de BMW llegando a caer hasta un 3.34%. “La predisposición del consumidor hace que se incline por un vehículo más barato y que ofrece beneficios similares, por lo tanto el coche chino triunfa en Europa afectando a compañías como estas” asegura Méndez. El foco también ha estado bajo el sector energético con la compañía Uranium Energy, según el analista, es un sector que “ha perdido mucho timing” insistiendo en que los flujos cambian muy rápido reflejando que no es un año de inversión estructural, la empresa estudiada tiene unos máximos descendentes con pérdida de soportes importantes lo que , según explica, no pinta el mejor panorama para comprar. En la misma línea también fue objeto de análisis EOS Energy Enterprises, tiene un rebote desde entornos de 6 lo que el analista interpreta como una buena señal “Hay retórica para pensar que la energía lo va hacer muy bien“ así mismo para dar una visión más amplia, plantea la comparativa con otras compañías del sector que se considera tienen una línea positiva, tales como Bloom Energy, Fuel Cell Energy, Plug Power y Schneider Electric del mercado francés que está cerca de romper máximos. “Mi sensación es que la próxima explosión bursátil puede venir por el sector eléctrico” , concluye Méndez.

This week Shawn Tierney meets up with Aidin Allyarzadef of Schneider Electric to discuss Digital Twin powered Physical AI and the journey from Automation to Autonomy in this episode of #TheAutomationPodcast. The Automation Podcast, Episode 275 Show Notes: Special thanks to Aidin for coming on the show, and to Schneider Electric for sponsoring this episode. To learn more, please visit the below links: - Co-Authored white paper with NVIDIA at SE's portal LinkedIn post: https://www.linkedin.com/posts/aidin-aliyarzadeh-21a9816b_digital-twin-powered-physical-ai-ugcPost-7461027426723270657-QNZr/?utm_source=TheAutomationPodcast&utm_medium=show_notes&utm_campaign=sponsored_episode_275 - EcoStruxure Machine Expert Twin: https://www.se.com/us/en/product-range/97196554-ecostruxure-machine-expert-twin/120043277145-logistics-and-warehouse-license?utm_source=TheAutomationPodcast&utm_medium=show_notes&utm_campaign=sponsored_episode_275 - EcoStruxure Automation Expert/Software Defined Automation: https://www.se.com/us/en/product-range/23643079-ecostruxure-automation-expert/?utm_source=TheAutomationPodcast&utm_medium=show_notes&utm_campaign=sponsored_episode_275 - Schneider Electric Motion Control and Robotics landing page: https://www.se.com/us/en/product-category/87303-motion-control-and-robotics/?filter=business-1-industrial-automation-and-control&utm_source=TheAutomationPodcast&utm_medium=show_notes&utm_campaign=sponsored_episode_275 - NVIDIA Isaac landing page: https://developer.nvidia.com/isaac?size=n_6_n&sort-field=featured&sort-direction=desc&utm_source=TheAutomationPodcast&utm_medium=show_notes&utm_campaign=sponsored_episode_275 Vendors, learn about sponsoring our episodes at: https://TheAutomationBlog.com/Media-Guide - To see all our articles and videos visit: https://TheAutomationBlog.com - To see our affordable online and in-person courses visit: https://TheAutomationSchool.com Until next time, Peace!

“AI is often framed as a software revolution. But the real constraint isn't software. It is whether we can power and cool it at scale".  In this episode of the AI at Scale Podcast, Chris Sharp, Chief Technology Officer at Digital Realty, and Steven Carlini, Thought Leadership Leader at Schneider Electric, explain a fascinating shift in the data center industry. AI is not only about AI models or chips. As data centers are becoming AI factories success depends on physical systems that must keep up. There is a clear message on planning: decision makers need to design for what is coming, not what exists today. Building only for current demand will not hold up.   For C-level executives, this is a practical view of where AI can slow down and what needs attention now.  In this episode, you will learn:  ✔ why power and cooling must be designed as one system to support AI innovation  ✔ how rising power density is changing data center design  ✔ what token economics means for cost, value, and ROI  ✔ why planning ahead is critical to avoid future limits  ✔ how infrastructure decisions affect AI performance and growth 

Juan Carlos Acitores, presidente de Acifiel Partners EAF repasa los protagonistas de la sesión en Europa, con vistazo a Renault, Schneider Electric, Saint-Gobain, BP...

As AI infrastructure scales from megawatts to gigawatts, liquid cooling is rapidly becoming a foundational technology rather than a specialized option. In this episode of the Data Center Frontier Show podcast, recorded at Motivair's headquarters and manufacturing facility in Buffalo, New York, DCF Editor in Chief Matt Vincent sits down with Motivair CEO Rich Whitmore to discuss the evolution of liquid cooling from its roots in high-performance computing to its central role in today's AI data centers. Whitmore explains how Motivair's decade-plus experience supporting supercomputing environments helped position the company for the current AI boom, which he describes as the commercialization of traditional HPC at unprecedented scale. The conversation explores how liquid cooling products are developed years ahead of silicon roadmaps, why manufacturing discipline and testing standards have become competitive differentiators, and how global production capacity is increasingly essential as AI deployments accelerate worldwide. The discussion also examines one of the industry's emerging technical debates: whether ever-larger "facility-scale" coolant distribution units are the best answer for AI infrastructure. Whitmore offers a unique perspective on the realities of thermal management, noting that while AI workloads can change almost instantaneously, mechanical cooling systems must still operate within the physical constraints of pumps, valves, and fluid dynamics. The interview was recorded during a Schneider Electric global media event that included a tour of Motivair's Buffalo manufacturing operations and the nearby 750 MW TeraWulf Lake Mariner AI campus. There, Motivair liquid cooling technologies—including CDUs, in-rack manifolds, and ChilledDoor rear-door heat exchangers—are helping support one of North America's most ambitious AI infrastructure developments. As Whitmore explains, the question facing the industry is no longer whether liquid cooling will become mainstream. That transition is already underway. The challenge now is executing at scale—and building the manufacturing, supply chain, and engineering capabilities required to support the next generation of AI infrastructure.

Host Russell Reading and Zander Dale, a Managing Consultant at Schneider Electric, dive into the second conversation about insetting. They discuss what it is, why it matters, and how companies can build credible value-chain climate programs. They discuss core requirements like linking actions to the value chain, additionality and causality, robust quantification and traceability, handling co-claims and permanence, safeguards for communities and nature, and the role of independent verification. Practical examples include regenerative agriculture, biochar, low-carbon industrial processes, and logistics fuel switching; plus advice on next steps, integrating insetting with procurement and supplier engagement, and using digital tools and standards to ensure transparent, verifiable outcomes.

Today, wind power accounts for just under 10% of all electricity globally, around the same as solar, recently overtaking nuclear power. 20 years ago, the figure was under 1%. In that time, the sector's leadership has moved around from Europe to the US to Asia, but one specialist European manufacturer has stayed in the leading group throughout: Vestas — a member of the global wind energy aristocracy. This week on Cleaning Up, Michael Liebreich is joined by Henrik Andersen, CEO of Vestas, to discuss the extraordinary growth in the wind energy industry, the challenges it faces with rising interest rates and political hostility, and where the best place to build turbines is in 2026.  Together they do some myth-busting and answer: If wind is so great, why does it need subsidies?  Is wind pointless because it's intermittent? Are turbines killing all the birds? What happens to the turbines at the end of their lives? Leadership Circle: Cleaning Up is proud to be supported by its Leadership Circle. The members are Actis, Alcazar Energy, Arup, Copenhagen Infrastructure Partners, Cygnum Capital, Davidson Kempner, Ecopragma Capital, EDP, Eurelectric, the Gilardini Foundation, KKR, Mitsubishi Heavy Industries, National Grid, Octopus Energy, Quadrature Climate Foundation, Schneider Electric, SDCL and Wärtsilä. For more information about the Leadership Circle, visit cleaningup.live Links: Vestas' website: https://www.vestas.com/en/pages/campaigns/sustainability/200-gw Henrik Andersen's LinkedIn: https://www.linkedin.com/in/henrik-andersen-/ WindEurope 2026: From crisis to confidence — https://windeurope.org/news/windeurope-2026-from-crisis-to-confidence/

For more than 15 years, the RCP8.5 climate scenario has shaped headlines, policy decisions, financial stress tests and public understanding of climate risk. Now, the scientific community has declared it implausible. So what comes next? This week on Cleaning Up, Michael Liebreich welcomes Professor Roger Pielke Jr. back to explore why RCP 8.5 became the dominant "business as usual" climate scenario, and what its demise means for climate research, policymaking and public debate. They discuss the origins of the scenario, how assumptions about coal consumption drove projections beyond plausible futures and ask whether fear-based climate communication has ultimately helped or hindered public support for climate action. They tackle tipping points, extreme weather, climate policy, scientific self-correction, and the crucial question of how societies should respond to climate risk in a world that is still warming. Until recently, Roger was a tenured professor at the University of Colorado at Boulder. He is now senior fellow at the American Enterprise Institute and publishes an influential Substack called The Honest Broker. He last made an appearance on Cleaning Up in June 2022. If you want to know the background to the RCP8.5 controversy you should listen to that episode, linked below. Leadership Circle: Cleaning Up is proud to be supported by its Leadership Circle. The members are Actis, Alcazar Energy, Arup, Copenhagen Infrastructure Partners, Cygnum Capital, Davidson Kempner, Ecopragma Capital, EDP, Eurelectric, the Gilardini Foundation, KKR, Mitsubishi Heavy Industries, National Grid, Octopus Energy, Quadrature Climate Foundation, Schneider Electric, SDCL and Wärtsilä. For more information about the Leadership Circle, visit cleaningup.live Links: Van Vuuren's 2026 paper on RCP8.5 becoming implausible: https://gmd.copernicus.org/articles/19/2627/2026/ Van Vuuren's 2011 paper on the development of the Representative Concentration Pathways (RCPs): https://link.springer.com/article/10.1007/s10584-011-0148-z The Honest Broker Substack: https://rogerpielkejr.substack.com/ Michael's writeup on RCP8.5: https://mliebreich.substack.com/p/rcp-85-is-officially-bollox Roger Pielke Jr's past appearance on Cleaning Up: https://www.youtube.com/watch?v=K2LpMpkrP1w Johan Rockström on Cleaning Up: https://youtu.be/eIJkt_mY12s Jim Skea on Cleaning Up: https://youtu.be/oAWUdL5ZKsk

This week Shawn Tierney meets up with Nick Rosner of Schneider Electric to discuss VFD and HVAC Applications in this episode of #TheAutomationPodcast. For any links related to this episode, check out the “Show Notes” located below the video. Watch The Automation Podcast from The Automation Blog: Listen to The Automation Podcast from The Automation Blog: The Automation Podcast, Episode 273 Show Notes: Special thanks goes out to Nick Rosner of Schneider Electric for coming on the show, and to Schneider Electric for sponsoring this episode. Until next time, Peace ✌️ If you enjoyed this content, please give it a Like, and consider Sharing a link to it as that is the best way for us to grow our audience, which in turn allows us to produce more content

A visit to TeraWulf's Lake Mariner campus reveals how AI infrastructure is evolving far beyond the traditional data centre Standing beside the former Somerset coal-fired power station on the shores of Lake Ontario, it was difficult to miss the scale of what is now taking shape. (See photo above of the Lake Mariner facility under construction). Construction crews were working across the Lake Mariner campus, where TeraWulf is transforming a site once associated with coal-fired electricity generation, and later bitcoin mining, into a major AI and high-performance computing facility. One of the largest buildings currently under development, known as CB-4, spans approximately 330,000 square feet, equivalent to more than four full-sized football pitches under one roof. The site was one of several stops during a Schneider Electric-hosted visit to Buffalo, New York examining the infrastructure emerging around large-scale AI computing. While much public discussion focuses on AI software and increasingly powerful processors, the visit highlighted something less visible: the industrial infrastructure now being built to support the next generation of AI systems. Lake Mariner's story is also one of industrial regeneration. Rather than developing a completely new location, TeraWulf is repurposing an established industrial site, reusing land, transmission infrastructure and grid connections already associated with power generation. The company has stated that its operations are powered predominantly by zero-carbon electricity, drawing on hydroelectric and nuclear generation available through New York State's electricity system, alongside solar generation currently under development on site. During a tour of the campus, Sean Farrell, COO of TeraWulf, described a project being delivered at remarkable speed. Around 1,600 people are involved across engineering, construction and specialist trades. "We work around the clock," Farrell said. According to Farrell, facilities that once took years to deliver are now being brought online in less than 12 months. The speed of development was one of the most striking aspects of the visit. Walking around the site, it became clear that this was no longer simply a story about data centres. Alongside the buildings themselves were substations, transformers, cooling systems, power distribution equipment and extensive electrical infrastructure. Having toured Lake Mariner, I asked Robert Bunger, Global Director of Data Centre Solution Architecture at Schneider Electric, whether the industry had reached a point where access to power, cooling and grid capacity now matters as much as constructing new facilities. Bunger's answer was immediate. "Scale, capacity and grid capacity," he said. "Absolutely." The response reflected much of what visitors had seen throughout the day. The challenge facing operators is no longer simply creating more data centre space. It is securing enough power, cooling and supporting infrastructure to keep pace with rapidly growing AI workloads. Speed is also becoming a critical factor. Throughout the visit, Farrell, and later Bunger, returned to the challenge of delivering infrastructure quickly enough to meet demand. The issue is no longer limited to buildings. Power equipment, cooling systems, specialist engineering expertise and supply chain capacity all have to be available at the right time. Facilities that once took years to deliver are now expected in months. For operators competing to support AI customers, the ability to deploy infrastructure rapidly is becoming a competitive advantage in its own right. One of the questions I put to Bunger concerned the growing industry discussion around 800 VDC and new high-density power architectures. Was this simply another technical trend, or evidence that traditional data centre electrical architectures were no longer sufficient for AI-scale workloads? Bunger's answer suggested the latter. "The need to change the way we're doing things from a ...

This episode explores "insetting" or the investment in emissions reductions or removals directly within a company's value chain. Zander Dale, a Managing Consultant at Schneider Electric explains what insetting is, how it differs from offsetting, and the common project types such as regenerative agriculture, agroforestry, supplier energy efficiency and low‑carbon processing. Listen to learn why insetting matters for scope 3 targets, how credibility and accounting work, and how insetting can deliver carbon reductions alongside nature, biodiversity and supply‑chain resilience benefits.

È ancora aperta la partita sul futuro degli sconti sulle accise. A pochi giorni dalla scadenza del 6 giugno, nel governo si moltiplicano le valutazioni su costi e benefici di un nuovo eventuale intervento sui carburanti, senza che sia ancora maturata una decisione definitiva. Dalla primavera a oggi il taglio delle accise ha cambiato più volte intensità: si è partiti da uno sconto consistente, attorno ai 24 centesimi al litro, per arrivare a una progressiva riduzione. Nell'ultimo decreto il governo ha dimezzato lo sconto sul gasolio, portandolo a circa 12 centesimi al litro, mentre per la benzina il taglio è rimasto più contenuto, attorno ai 6 centesimi. Una modulazione dettata dall'esigenza di contenere l'impatto sui conti pubblici: il conto complessivo dell'operazione sfiora i 2 miliardi di euro, una cifra che rende difficile immaginare ulteriori proroghe senza coperture solide.OSPITE: Davide Tabarelli, presidente Nomisma EnergiaSoftBank investe 75 miliardi in Francia per costruire il più grande hub IA d EuropaSoftBank scommette sulla Francia per accelerare la corsa europea all'intelligenza artificiale (IA). Il gruppo giapponese guidato da Masayoshi Son ha annunciato, secondo quanto rivelato dal Financial Times, un impegno fino a 75 miliardi di euro per sviluppare una vasta rete di infrastrutture dedicate al calcolo avanzato, un progetto che, se completato, diventerebbe il più grande complesso di data center per l IA del continente. L investimento rappresenta il più importante impegno nel settore dell'intelligenza artificiale assunto da SoftBank al di fuori degli Stati Uniti e offre un importante successo politico al presidente francese Emmanuel Macron alla vigilia dell'edizione 2026 di Choose France , l evento con cui Parigi cerca ogni anno di attirare capitali e investimenti internazionali.La decisione - secondo il quotidiano britannico - è maturata rapidamente dopo una cena tra Macron e Son svoltasi a Tokyo all inizio di aprile. In quell'occasione il presidente francese avrebbe illustrato i punti di forza del Paese per ospitare infrastrutture ad alta intensità energetica, puntando in particolare sulla disponibilità di energia nucleare e su procedure autorizzative accelerate per gli impianti legati all'intelligenza artificiale. «SoftBank è orgogliosa di assumere questo importante impegno nei confronti della Francia», ha dichiarato Son. Secondo il fondatore e amministratore delegato del gruppo, le capacità industriali francesi, la disponibilità di competenze specializzate e l ambizione nazionale nel settore tecnologico rendono il Paese uno dei candidati più credibili a diventare un polo europeo dell'intelligenza artificiale. Uno dei principali poli sorgerà a Dunkerque, dove SoftBank collaborerà con Schneider Electric per creare un hub dedicato sia alle infrastrutture per l'intelligenza artificiale sia alla produzione di tecnologie robotiche. La posizione geografica del sito, affacciato sul Mare del Nord e vicino a importanti mercati come Londra, Bruxelles e Amsterdam, è considerata uno degli elementi strategici dell'iniziativa.OSPITE: Danilo Ceccarelli, collaboratore del Sole 24 ore da Parigi Easyjet vola in Borsa sulla manifestazione di interesse di CastlelakeEasyjet bolla come "altamente opportunistica la tempistica" con cui la società di investimento Castlelake sta valutando un'offerta per il vettore britannico e afferma di "non aver avuto alcuna discussione, né di aver ricevuto alcun approccio o proposta" dal potenziale acquirente. Venerdì scorso, a Borsa chiusa, Castlelake aveva reso noto di disporre di una quota del 2,1% nel vettore britannico e di valutare un'offerta a non meno di 403,23 pence ad azione. Sul listino di Londra Easyjet balza stamattina dell'11,6% a 444,1 pence. Il board di Easyjet, si legge nella risposta del vettore britannico, pubblicata poco prima dell'apertura di Borsa, "ha chiaro il proprio dovere di massimizzare il valore per gli azionisti e prenderà in considerazione qualsiasi proposta" ponendo attenzione "in particolare alla valutazione e alla fattibilità" dell'operazione. Con riguardo al primo punto il board rileva "il timing altamente opportunistico" di un'offerta nel momento in cui "il prezzo delle azioni è temporaneamente depresso a causa dell'attuale situazione in Medio Oriente e del suo impatto sulla fiducia dei clienti e sui prezzi del carburante". In tema di fattibilità il cda "rileva le considerevoli sfide normative, finanziarie e operative associate a una potenziale acquisizione di easyJet". Andrea Giuricin, Docente di Economia dei Trasporti all'Università Bicocca di Milano, autore di "Alitalia La privatizzazione infinita" Nvidia sfida Intel e Apple con un nuovo superchip per PcNvidia entra nel mercato dei chip per pc con il nuovo RTX Spark Superchip, che debutterà nei pc fissi e portatili delle principali marche dal prossimo autunno. L'annuncio, riferiscono i media internazionali, è stato fatto dal ceo di Nvidia, Jensen Huang, alla fiera Computex a Taipei. Il 'superchip' di Nvidia rappresenta una sfida diretta a gruppi come Intel, Qualcomm, Amd e Apple, aprendo una nuova linea di business per il colosso da 5,1 trilioni di dollari di capitalizzazione. "Il più efficiente chip per pc mai costruito", come lo ha definito Huang, sarà utilizzato da Dell, Asus, Hp, Lenovo, Microsoft, Acer e Msi.Il superchip di Nvidia, che lavorerà con il software Windows di Microsoft, è una combinazione di un microprocessore e di un chip grafico, realizzato con la collaborazione di MediaTek, e consentirà di eseguire applicazioni e modelli di intelligenza artificiale. La sua fabbricazione aumenta la competizione nel settore dei chip per pc e segnala come Nvidia, che occupa una posizione dominante nel settore dei semiconduttori per le infrastrutture di intelligenza artificiale, stia ampliando la sua offerta, sviluppando chip integrati che alimentano l'intero computer, con l'obiettivo di intercettare i flussi di spesa dei consumatori per sostituire pc datati, messi a dura prova dalle nuove applicazioni di intelligenza artificiale, con laptop più performanti.OSPITE: Alessandro Plateroti, Direttore editoriale Ucapital.com

Au sommaire :Le sommet de Choose France à Versailles annonce des investissements records, notamment avec un investissement de 75 milliards d'euros du japonais SoftBank pour construire des data centers en partenariat avec Schneider Electric.La Fédération Nationale de l'Immobilier prévoit une baisse du nombre de transactions immobilières en France cette année, en raison de la remontée des taux d'intérêt et de l'incertitude économique.Le SMIC augmente de 2,4% à compter d'aujourd'hui, soit 44 euros bruts de plus par mois, ce qui relance le débat sur les augmentations de salaire et la réouverture des négociations dans les branches et les entreprises.Le pôle scientifique et technologique de Paris-Saclay organise son Spring Summit pour attirer les investisseurs et financer l'innovation dans les start-ups.La verrerie Duralex, reprise il y a deux ans par ses salariés sous forme de Scop, doit demander son placement en redressement judiciaire dans les prochains jours.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über den Milliardenkauf von Berkshire, den Profiteur eines Mega-KI-Projekts in Frankreich und was sonst noch wichtig wird in dieser Woche. Außerdem geht es um Taylor Morrison, D.R. Horton, Lennar, PulteGroup, SoftBank, Schneider Electric, BioNTech, Microsoft, Nvidia, Intel, AMD, Hochtief, Zalando, Porsche Automobil Holding, iShares Core MSCI World ETF (WKN: A0RPWH), Sony Financial Group, JD Sports, Barratt Redrow, Auto Trader, Entain, Pinterest, DraftKings, The Trade Desk, Zillow, LEG Immobilien, PLS (ehemals Pilbara Minerals), Var Energi, Equinox Gold, TechnipFMC, Medline, Circle Internet Group, Alphabet, Apple, Amazon, Tesla, Micron, UBS, Apollo Global Management, EQT, Partners Group, Partners Group Private Markets Evergreen (ISIN: LU2716887091). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Anzeige: Diese Folge enthält Werbung für Smartbroker+. Depot eröffnen, 30 € ETF als Bonus sichern und aus tausenden ETFs wählen. Smartbroker+ macht Investieren einfach. Alle Informationen gibt es unter: https://get.smartbrokerplus.de/triple-aaa-podcast2/ Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

En Capital Intereconomía seguimos la apertura del Ibex 35 y de las principales bolsas europeas en una jornada marcada por la tecnología, los bancos centrales y las expectativas sobre inflación y tipos de interés. En el análisis de mercados, Juan Luis García Alejo, de Grupo Andbank, pone el foco en el regreso de NVIDIA al mercado de ordenadores personales con una nueva generación de superchips, reforzando su apuesta por extender el ecosistema de la inteligencia artificial más allá de los centros de datos. También analiza el avance de Schneider Electric, uno de los grandes beneficiados de las tendencias ligadas a electrificación, digitalización y eficiencia energética, así como la operación protagonizada por Berkshire Hathaway, que sin la presencia directa de Warren Buffett continúa ejecutando adquisiciones estratégicas como la compra de Taylor Morrison. En el plano monetario, destaca las advertencias de Isabel Schnabel sobre el riesgo de que las expectativas de inflación se desanclen, así como el mensaje de Jerome Powell, quien reconoce que la Reserva Federal está siendo sometida a una auténtica prueba de estrés por el complejo equilibrio entre inflación, crecimiento y estabilidad financiera. Terminamos la hora con el consultorio de bolsa junto a Javier Cabrera, analista de XTB, respondiendo a las dudas de los oyentes sobre valores nacionales e internacionales y las oportunidades que ofrece el mercado en el actual entorno de volatilidad.

As electricity demand rises and renewable generation continues to expand, the same question keeps arising: how do we keep power systems reliable, affordable and resilient? This week, Michael Liebreich is joined by Håkan Agnevall, CEO of Wärtsilä, to discuss the changing role of flexible generation in modern electricity systems, the growing importance of grid stability, and why balancing technologies will be critical as renewables become an ever-larger share of the global energy mix. They explore how rapidly growing electricity demand, including from data centres, is reshaping investment decisions, why flexible gas generation may play an important transitional role, and how batteries, renewables and thermal assets can work together to build a more resilient power system. The conversation also examines the future of shipping decarbonisation following delays to the International Maritime Organisation's proposed global carbon-pricing mechanism, the importance of fuel flexibility for vessel owners, and how digital technologies and AI are improving efficiency across industry. Håkan and Michael cover a wide variety of topics, including: Why flexible generation remains essential in renewable-heavy grids How growing electricity demand is changing energy infrastructure planning The role of gas engines, batteries and storage in maintaining grid stability What data centres mean for future power systems Shipping decarbonisation and the IMO's delayed carbon-pricing vote Fuel flexibility and efficiency in maritime transport How industrial companies are using AI to improve performance and reliability Energy security, competitiveness and the changing geopolitical landscape Leadership Circle: Cleaning Up is proud to be supported by its Leadership Circle. The members are Actis, Alcazar Energy, Arup, Copenhagen Infrastructure Partners, Cygnum Capital, Davidson Kempner, Ecopragma Capital, EDP, Eurelectric, the Gilardini Foundation, KKR, Mitsubishi Heavy Industries, National Grid, Octopus Energy, Quadrature Climate Foundation, Schneider Electric, SDCL and Wärtsilä. For more information about the Leadership Circle, visit cleaningup.live Links: Wärtsilä's website: https://www.wartsila.com/ Episode 208 with Anders Lindberg, Wärtsilä's head of energy: https://www.youtube.com/watch?v=UtsCCJ4o1WA Episode 229 with Professor Tristan Smith of UCL, on the delayed IMO agreement: https://www.youtube.com/watch?v=HdUCidkeDto Episode 235 with Rob Dunn, inside the Start Campus data centre: https://www.youtube.com/watch?v=juAyLAUmU3w

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

Change management in manufacturing breaks down at the people layer, not the technology layer. This episode explains how engineering leaders actually drive adoption.Ronald Sherrod is a Staff Automation Engineer at Regeneron deploying a global event based architecture and Unified Namespace rollout across pharmaceutical operations. Ron, Vlad Romanov, and Dave Griffith dig into the parts of change management that rarely make it onto vendor decks. Subscribe to Manufacturing Hub for weekly conversations with industrial automation practitioners.Want to go deeper? Vlad and the team at Joltek have covered related topics here:Digital Transformation in Manufacturing: https://www.joltek.com/blog/digital-transformation-in-manufacturingMastering the Unified Namespace for Manufacturing: https://www.joltek.com/blog/mastering-unified-namespace-uns-a-guide-to-data-driven-manufacturing-transformationRon makes a point that is rarely stated this directly. The organization implementing the change is the one responsible for it. OEMs and system integrators deliver the box. Consultants help interpret it. Auditors do not call the machine builder when something goes wrong on the floor of a regulated pharmaceutical plant. They walk into the manufacturer and ask whether the audit trails hold up, whether the predicate rule was met, and whether the product is safe for patients. That responsibility cannot be outsourced, even when the technical work is.That framing changes how engineering managers should think about RFP scope. If the scope is loose, the integrator absorbs the risk and prices accordingly. If the scope is rigorous, bids come back tight and comparable. Negotiating power changes with the size of the buyer. A large pharmaceutical company can dictate hypercare windows, on site commissioning support, and structured training. A small to mid sized manufacturer often cannot, and the result is the metaphorical Ferrari on the plant floor that only ever gets used for grocery runs. Capital was deployed. The technology works. The operation never adopted it.The episode also goes deep on tribal knowledge and the industrial elder, the technical anchor who carries the institutional history of a unit or process and is often more valuable than the Excel file on a network drive. Senior operators know why a pipe was rerouted fifteen years ago and why a procedure looks irrational on paper but works perfectly in practice. With 59 percent of frontline skilled workers over 55 planning to retire within five years per the Schneider Electric 2024 workforce survey, capturing that knowledge is now a leadership priority, not an engineering task.On planning, Ron walks through how he runs user story workshops with operators, manufacturing leaders, engineers, and developers in the same room, producing a shared data contract that defines what information moves where, who needs it, and why. He cites a successful SCADA deployment that worked because the organization had inertia, operators had asked for the problem to be solved, and the team was closing a real gap rather than chasing a trend.Ronald Sherrod is a Staff Automation Engineer at Regeneron, a chemical engineer by training who moved from oil and gas into pharma and now works on event driven architecture, UNS, and robotics initiatives. Ron: https://www.linkedin.com/in/rdsherrod/Timestamps0:00 Welcome and Episode Intro1:50 Ron's Career: Oil and Gas to Pharma at Regeneron4:30 Defining Change Management and Its KPIs8:30 Change Management vs Operational Excellence11:50 Who Owns Change Management on Industrial Projects17:00 Negotiating Power: Large vs Small Manufacturers20:30 Why Capital Projects End Up Mothballed22:10 Tribal Knowledge and Learning From Operators26:00 Why Industrial Projects Fail29:00 The Industrial Elder and Passing Knowledge Through People31:30 AI Generated Documentation in Manufacturing35:50 Project Planning and the RFP Process47:50 A Successful SCADA Deployment and User Story Workshops54:30 Predictions, Career Advice, and Smart GlassesAbout Your HostsVladimir Romanov is a cohost of The Manufacturing Hub Podcast and the founder of Joltek, an independent manufacturing and industrial automation consulting firm specializing in modernization strategy, digital transformation, and workforce development.Connect with Vlad: https://www.linkedin.com/in/vladromanov/Dave Griffith is a cohost of The Manufacturing Hub Podcast and founder of Capelin Solutions, an industrial automation firm helping manufacturers adopt smart manufacturing technology.Connect with Dave: https://www.linkedin.com/in/davegriffith23/Subscribe to Manufacturing Hub: https://www.manufacturinghub.liveLinkedIn: https://www.linkedin.com/company/manufacturing-hub-networkYouTube: https://www.youtube.com/@ManufacturingHub

In this special episode of Cleaning Up from San Francisco Climate Week, Michael Liebreich and Bryony Worthington unpack the geopolitical shocks reshaping the global energy transition. From escalating tensions in the Gulf and their impact on oil and LNG markets, to China's accelerating electrification revolution, the conversation explores how energy security, industrial strategy and climate ambition are colliding in real time. Bryony and Michael debate whether the West can realistically compete with China's manufacturing dominance, why electrification is becoming the defining energy strategy across Europe and Asia, and whether hydrogen has any meaningful role left to play. They also examine California's energy paradox, the future of AI-driven electricity demand, and whether nuclear power can help meet the coming compute boom. Along the way, they tackle the politics of trade, the economics of resilience, the rise of clean tech nationalism, and the uncomfortable societal questions posed by artificial intelligence and automation. This episode covers: The energy implications of instability in the Middle East Why electrification is accelerating globally China's EV and battery dominance The future of LNG, coal and renewables in Asia  Why Michael thinks hydrogen is dead policy walking AI, data centres and the coming electricity crunch California's clean energy transformation Whether nuclear power can support the AI revolution Leadership Circle: Cleaning Up is proud to be supported by its Leadership Circle. The members are Actis, Alcazar Energy, Arup, Copenhagen Infrastructure Partners, Cygnum Capital, Davidson Kempner, Ecopragma Capital, EDP, Eurelectric, the Gilardini Foundation, KKR, Mitsubishi Heavy Industries, National Grid, Octopus Energy, Quadrature Climate Foundation, Schneider Electric, SDCL and Wärtsilä. For more information about the Leadership Circle, visit cleaningup.live Links: Absolutely Electrifying - Ep158: Saul Griffith: https://www.youtube.com/watch?v=238XVTF4ang How Nvidia Made Chips 100,000x More Efficient | Ep215: Josh Parker: https://www.youtube.com/watch?v=k0KtA9WKZ3U The Future of Clean Tech Under Trump — Ep198: Jigar Shah: https://www.youtube.com/watch?v=PCOaF-qQ_TU

The energy system is not about supply and exports and generation and distribution. It's about how we use energy in our daily lives and workplaces. The so-called energy trilemma, affordability versus reliability versus environmental performance looks very theoretical in the boardrooms of an NGO or a consulting company. But it's not theoretical at all for someone struggling to run their life, do their job and pay their bills. What we need is a system focused on usage, not on supply. Joining Michael on Cleaning Up this week is Harish Hande, a Bangalore-based social entrepreneur, co-founder and CEO of the Selco Foundation, which focuses on decentralized solar energy solutions for underserved communities. A graduate of IIT Kharagpur with a master's and PhD in energy engineering from the University of Massachusetts, Harish has over three decades of grassroots experience using sustainable energy to drive poverty reduction in rural India. In 2011, he received the Ramon Magsaysay Award for his efforts to make solar power accessible and affordable for the poor through innovative, livelihood‑linked energy services. Leadership Circle: Cleaning Up is proud to be supported by its Leadership Circle. The members are Actis, Alcazar Energy, Arup, Copenhagen Infrastructure Partners, Cygnum Capital, Davidson Kempner, Ecopragma Capital, EDP, Eurelectric, the Gilardini Foundation, KKR, Mitsubishi Heavy Industries, National Grid, Octopus Energy, Quadrature Climate Foundation, Schneider Electric, SDCL and Wärtsilä. For more information about the Leadership Circle, visit cleaningup.live Links: The Selco Foundation: https://selcofoundation.org/ Impact Investing Has it Backward: https://nextbillion.net/impact-investing-backward-time-prioritize-needs-social-enterprises-not-just-investors/ How Solar is Saving 100s of Lives in Sierra Leone — Ep204: Project Bo: https://www.youtube.com/watch?v=z-5QjSfy2SM A Life of Energy Access and Inclusion - Ep20: Richenda Van Leeuwen: https://www.youtube.com/watch?v=8tyk1xcf7nQ What India Gets Right About The Energy Transition | Ep226: Dr Arunabha Ghosh: https://www.youtube.com/watch?v=qMrn-JewoCo  

Every single scenario for the future that looks at a cleaner energy system has electrification growing to 60, 70, 80% or more, and yet we don't make rapid progress. Why? One of the reasons we don't make progress lies in narratives and culture wars. We hear about heat pumps that don't work, we hear about electric vehicles that don't work, we hear that electrification can't work for high temperature heat and so on, and then we hear a narrative that there is a false solution that will work much better: hydrogen.  So how do we electrify things faster? By focussing on what we can do right now, commercially at scale, and removing the barriers that slow those sectors down.  Presenting the Electrification Staircase, a tool that breaks down the “Electrify Everything” argument into what can be achieved now, what will be in the near future, and what needs more support to come into being by the middle of the century.  This week on Cleaning Up, Michael is joined by the authors of the Electrification Staircase to explore their thinking behind it, how it can be used, and what can be done to get electrification moving even faster.  The authors are Adrian Hiel, Director of the Electrification Alliance, Silvia Madeddu, Solutions Architect at Schneider Electric, William Drake, analyst at Liebreich Associates and Thomas Butler, associate at the Regulatory Assistance Project, as well as Michael Liebreich.  Leadership Circle: Cleaning Up is proud to be supported by its Leadership Circle. The members are Actis, Alcazar Energy, Arup, Copenhagen Infrastructure Partners, Cygnum Capital, Davidson Kempner, Ecopragma Capital, EDP, Eurelectric, the Gilardini Foundation, KKR, Mitsubishi Heavy Industries, National Grid, Octopus Energy, Quadrature Climate Foundation, Schneider Electric, SDCL and Wärtsilä. For more information about the Leadership Circle, visit cleaningup.live Links: The Electrification Staircase: https://electrification-alliance.eu/articles/the-electrification-staircase-is-out/ The Electrification Staircase Appendix: https://drive.google.com/file/d/1qfn6xR7g7dXSZTlfkxcpOa8Pp0WKj7BW/view?usp=sharing The Electrification Alliance: https://electrification-alliance.eu/ Regulatory Assistance Project: https://www.raponline.org/ Sylvia Madeddu's Past appearance on Cleanig Up: https://perspectives.se.com/youtube-sustainability-business-schneider-electric/ep103-dr-silvia-madeddu-industrial-heat-is-electrifying

Regal Renord [sic] Corporation Names Aamir Paul As New CEOIN: Louis Pinkham (24%) will also resign from the Board of Directors effective on his last day as CEO. ININ: Because of Chair Rakesh Sachdev (15%) OUTA powerful counterpoint to a new CEO's powerAxalta Coating Systems (27%)Herc Holdings (14%)Edgewell Personal Care (13%)OUT: “On October 29, 2025, the Company announced that Mr. Pinkham, our CEO, will separate from his role with the Company in connection with a CEO search process being led by the Company's Board. Mr. Pinkham's separation from his role as CEO is expected to occur by June 30, 2026.” OUTWhat took them so long?And what's wrong with their bench? ($8.775M golden hello)Brooke Lang: President, Power Efficiency Solutions (2022-)VP & GM of the Power Components DivisionEaton (2008-2016)Jerry Morton: President, Industrial Powertrain Solutions (2015-)served as President – Integration, Motion Control Solutions from 2021-2023, President of the Power Transmission Solutions from 2019-2021, Vice President, Business Leader of Power Transmission Solutions from 2017-2019, and led the global operations for Regal Rexnord's power transmission business from 2015-2017. Kevin Long: President, Automation and Motion Control (2025-)10 years at Dover Corporation, most recently as Group President of OPW, a global business serving the fluid handling, clean energy, cryogenics, and car wash markets.IN: Aamir spent years at Schneider Electric: essentially a AAA MSCI companyENVIRONMENT: Opportunities in Clean Tech 4.7 industry average/6.4 score (Regal is completely opposite here 4.7/3.0) INOUT: The Board is too entrenched: get rid of Rakesh Sachdev (15%, 18 years) Curtis Stoelting (21 years, 9%), Stephen Burt (15 years) and maybe this could work. OUTUFC CEO Dana White Says WHCD Shooting Was 'Awesome' and He 'Took In Every Minute' of the Incident IN: Dana White is Dana White. Works perfectly for TKO Holdings and Meta Platforms ININ: Because of Ari Emanuel (CEO/founder/Chair of TKO) and Zuck OUT (CEO/founder/Chair of Meta). Ari is the most powerful agent in Hollywood. Zuck is the king of social media addiction. They handle the “adult” business while Dana handles the “middle school” businessTKO Group Holdings: Ari Emanuel 67%Meta Platforms: Zuck 68%; Dana White 0%OUT: Dana White is Dana White. How are major sponsors like Disney going to feel about calling a shooting “awesome.”IN: Look at the Board: these are serious douches and they love this kind of behavior OUTAri Emanuel: known as being the a-hole of Hollywood.Silver Lake's Egon Durban: VC bro, Elon bud, Dell buddy, say no moreTKO COO Mark Shapiro: Hollywood man has served wherever there are bratty boys in charge: TKO, Endeavor (re: Elon, Ar, Egon), Dick Clark Productions, Papa John's, Six Flags, etc.TKO LD Steve Koonin is the CEO of the Atlanta Hawks and used to serve on the WWE and GameStop boards“The Rock”Former WWE CEO Nick KhanNepobaby Jonathan Kraft, NFLOUT: Look at the Board: these are serious douches and they love this kind of behavior. This is male toxic leadership that will eventually screw it all up. Ari Emanuel: known as being the a-hole of Hollywood.Silver Lake's Egon Durban: VC bro, Elon bud, Dell buddy, say no moreTKO COO Mark Shapiro: Hollywood man has served wherever there are bratty boys in charge: TKO, Endeavor (re: Elon, Ar, Egon), Dick Clark Productions, Papa John's, Six Flags, etc.TKO LD Steve Koonin is the CEO of the Atlanta Hawks and used to serve on the WWE and GameStop boards“The Rock”Former WWE CEO Nick KhanNepobaby Jonathan Kraft, NFL AIG names Andersen CEO as Zaffino moves to exec chairIN: You're getting a two-headed monster. Eric Andersen (ex-Aon President) handles the daily operations, while Peter Zaffino stays as Exec Chair to handle the high-level strategy OUTIN: Andersen spent years at Aon. OUTClimate Change Vulnerability 6.2/8.2 Human Capital Development 4.2/4.9 Privacy & Data Security 3.8/5.0OUT: AIG is already strong in the same places: OUTClimate Change Vulnerability 6.2/7.1 Human Capital Development 4.2/6.0Privacy & Data Security 3.8/4.9OUT: Peter Zaffino is a massive personality (32%). He's going to backseat-drive every decision Andersen makes, leading to a paralyzed C-suite. OUTLD John Rice 14%, Diana Murphy 11% (4 boards), Linda Mills 11%No tenure above 10 yearsOUT: Crappy succession planning. Why ignore the bench? Anderson's golden hello has not been disclosed yet but you know it's going to be bad. What about? INCharlie Fry: EVP, Reinsurance and Risk Capital OptimizationJon Hancock: EVP & CEO, General Insuranceleads AIG's three business segments: North America Commercial Insurance, International Commercial Insurance and Global Personal Insurance, and AIG's Claims organization and Chief Underwriting Office.Previously, led AIG's International Commercial Insurance and Global Personal Insurance businesses; former CEO of International General Insurance from June 2020 to December 2023; Director of Performance Management at Lloyd's of London from 2016 to 2020 with responsibilities including oversight of performance and risk management globally across the Lloyd's market.Pearson CEO Omar Abbosh is up for Autodesk board seat as director exitsIN: Omar Abbosh led Microsoft's Industry Solutions. Autodesk is desperate to become an AI software company: Omar is the guy who actually knows how to sell AI to enterprises. INOmar is “Hall of Famer”Autodesk already has 2 hall-of-famers: Ram Krishnan, Rami RahimStephen Milligan (who Omar is replacing) = ROTATIONOUT: Have a director named Jeffrey Epstein OUTIN: Chair Stacy Smith (12%; former CFO Intel) is cleaning up: replacing a hardware guy (Milligan) with a software/AI guy (Omar) OUTOUT: Despite what you might think, don't invest because they have a female board chair: Stacy is a dude. OUTIN: Omar is CEO at Pearson, dealing with the ethics of AI in education: Autodesk is rapidly integrating AI into urban planning and architecture to foster more sustainable, equitable, and efficient cities. All boards need AI dudes like Omar OUTOUT: Omar is the CEO of Pearson. Pearson is in the middle of its own massive AI transition. He doesn't have the bandwidth to be an effective director at Autodesk. He's just a big name OUTOUT: Losing Stephen Milligan (ex-Western Digital CEO) could be trouble: will Autodesk overdo its AI hand? Spend too much, fire too many people? OUTTrump's idea to ‘just buy' bankrupt Spirit Airlines draws GOP backlashIN: CEO Dave Davis (45%) rescued Sun Country. OUTTransportation 12%Law and Government 2%Economics & Accounting 3%Sales & Marketing 0.4%IN: Director (and ALL STAR) Robert Milton (6%). Former CEO/Chair of Air Canada; led the restructuring there; isn't at Spirit to watch it liquidate INOUT: CFO Fred Cromer is presiding over Spirit's second bankruptcy restructuring in under two years OUTOUT: John Bendoraitis has been the COO since 2017. He's been the architect of the operation during Spirit's entire decline—the engine issues, the labor disputes, and the service meltdowns OUTOUT: Trump thinks it's a good idea INSnap (SNAP) Appoints Doug Hott as New CFO.IN: Doug Hott is coming from Amazon. He understands addicted customers.INOUT: former CFO Derek Anderson also came from Amazon. OUTIN: Evan Spiegel (40%) and Robert Murphy (36%), despite owning all the decisionmaking, finally have someone willing to do the dirty work and make decisions (Mr. “16% layoff” Hott is a real man.) INOUT: Former CFO Derek Andersen is bailing right as the company announces layoffs and faces activist pressure from Irenic Capital. Maybe that's a sign? OUTOUT: Evan Spiegel (40%) and Robert Murphy (36%) needed Irenic Capital to realize they needed to fire CFO Derek Andersen OUTOUT: New CFO Doug Hott started by firing 16% of the workforce? He will be hated forever. Plus, why invest in another heartless finance bro treating human beings like line items to be deleted? OUT: Chair Michael Lynton (8%), the only adult with power on the board, was CEO/Chair of Sony Pictures (2004-2017), when the studio faced what is widely considered the most devastating corporate scandal in Hollywood history: the 2014 Sony Pictures Hack. Run. IN