Podcasts about us energy

Juan José del Valle, responsable de análisis en Activotrade, repasa la cotización de Mapfre, Telefónica, US Energy, IAG, Indra o Enel, entre otras

We're going to be talking about the current incoherent world of US ENERGY POLICY. ANNA KRAMER joins the podcast to help us get our arms around the future of energy in the United States. Anna is a reporter for NOTUS, a non-partisan longform journalism outlet. She has written a series of stories on the the disconnect and frustration around US Energy Policy and paths forward. We talk about: The chaotic policy at the federal level (and beyond) The huge cost overruns and administrative complexity The role of nuclear The increased energy demand in this country Finally, we muse about what can be done about it going forward. https://youtu.be/3k-N-AGTNfU Outline Section 1: The US Energy Policy Transition: The Goals and the Problem. Discussing Brandon Shores Coal Plant and electricity prices in the Mid-Atlantic Region. https://www.notus.org/policy/biden-clean-energy-coal-maryland-brandon-shores https://www.notus.org/policy/electricity-prices-spiking-biden-clean-energy-transition https://www.notus.org/policy/nuclear-power-energy-crisis-cost Evidence that the transition is happening. Electrifying = efficiency. Cheap wind and solar, look at the free markets in Texas — ballooning wind and solar there The reliability, capacity, and resource problem: Needing certain amounts of energy and voltages at all times of day. Leads to keeping coal plants online past scheduled retirement dates, plus spiking prices How much do emissions and climate change goals matter to the industry? What role does nuclear energy play? Section 2: Interconnection Queues and Permitting Reform. Bipartisan and Industry wish for Permitting Reform: Why is it so hard for US Energy Policy?  https://www.notus.org/policy/permitting-reform-bill-manchin-environmentalists https://www.notus.org/policy/solar-farm-culture-war-biden-climate-change Section 3: Trump's US Energy Policy “dominance agenda” disappointing every part of the energy industry. Idea is not aligning with reality. DOGE cutting into the basic functions of energy governance. https://www.notus.org/policy/doge-cuts-trump-drill-baby-drill https://www.notus.org/policy/donald-trump-tariffs-trump-energy-agenda Transcript Frazer Rice (00:01)Welcome aboard, Anna. Anna Kramer (00:03)Thanks for having me, really psyched. Frazer Rice (00:04)I went through a bunch of your articles covering the power industry and energy generation and a lot of things that are happening federally, state level, and it's going to be a lot to get our arms around, but you were the person to do it. So just generally speaking, we're at a point in time with energy and transition ⁓ that policy is moving. Maybe take us through a little bit about the goals and the problem we face. Anna Kramer (00:31)So there are sort of two, I would say, competing problems right now. ⁓ The first one is load growth, which means basically more demand on the electricity grid. And that is something that we haven't seen in this country in decades. for really around 2000 up until maybe a couple of years ago, energy demand on the grid has been fairly constant or even declining slightly. And the reason for that is that everything has become more efficient. Like every appliance you use, every light bulb, your car, everything that could possibly have a demand on the grid is more efficient than it used to be, which is awesome. There's a lot of wonderful benefits that we get from that, including the fact that for a long time utilities and transmission planners and states and the federal government have not really ever had to think about the grid or about like where you get your power aside from these sort of technical conversations that the average person doesn't really pay any attention to. That has really started to change as of the last few years. There's a large number of reasons for that. Basically for the first time in decades we have significant demand expecte...

Early this year American energy giant Chevron expressed interest in exploring for hydrocarbons in Greek waters off the coast of the Peloponnese. Just a few weeks ago, it expressed new interest in areas south of Crete. This vote of confidence is not only raising questions about what potential discoveries could mean for Greece and Europe, but are also delivering an important win for international law as they essentially “kill” the illegal Turkish-Libyan accord. John Psaropoulos joins Thanos Davelis as we look into why energy giants like Chevron and Exxon are looking at Greece, and break down why Chevron's moves south of Crete are a victory for international law.John Psaropoulos is an independent journalist and Al Jazeera's correspondent in southeast Europe. He also publishes Hellenica, a weekly deep dive into Greek current affairs and history that you can find on Substack.com.You can read the articles we discuss on our podcast here:Gas interest off Crete kills Turkish-Libyan accord EU once denounced as “illegal"Greece to repay first bailout loans by 2031, 10 years earlyErdogan's main rival in Turkey makes first court appearance since arrest

US Energy Secretary Chris Wright says he is “quite optimistic about where we’re going” on President Donald Trump’s tariff policy. Wright also discusses economic concerns from tariffs weighing on oil demand and sees “strong growth” ahead for US energy production. He speaks with Bloomberg's Jonathan Ferro and Annmarie HordernSee omnystudio.com/listener for privacy information.

WarRoom Battleground EP 743: Tariffs Building Productivity; Truth Behind US Energy Production

AIP Management Head of Investor Relations Amanda Tonsgaard and Co-head of Investments Domenico Tripodi discuss their firm's investments in the decarbonization space, and talk about how European investors are responding to the shift in American energy policy under President Donald Trump.

US Energy Secretary Chris Wright discusses market reactions to tariffs and Trump's strategy for trade. He speaks with Bloomberg's Alix Steel from the CERAWeek Energy Conference in Houston.See omnystudio.com/listener for privacy information.

Explore the relationship between the chemical industry and energy in this discussion with Mike Kolodner, the US Energy and Power Leader and Global Renewable Energy Leader at Marsh.  Victoria Meyer and Mike discuss the energy transition, the realities of energy consumption, and the role of chemical products in supporting renewable technologies. Discover how the energy demands of industrial sectors, including chemicals, shape the broader energy landscape, and the critical need for informed policymaking to address these challenges. Victoria and Mike also discuss perspective on Peter Huntsman, CEO of Huntsman Corporation, keynote at the conference.     Plus, the complexities and unintended consequences of energy policies, especially in Europe, and how these impact global businesses. Related episodes:  https://thechemicalshow.com/critical-business-risks-in-2025-and-how-to-mitigate-insights-from-marsh/ https://thechemicalshow.com/dragos-ceo-robert-lee-on-bridging-the-gap-in-ot-cybersecurity-for-critical-industries/ https://thechemicalshow.com/peter-huntsman-discusses-innovation-leadership-and-regulatory-environments-in-chemicals/ Be sure to check out the full episode to learn more about: The complex relationship between energy and chemical industriesImportance of industrial demand in powerThe reality of the energy transitionImpact of European policies and international energy consumption Supporting clients through risk management and policy shaping Killer Quote: "We gotta stop pretending that you can just build a bunch of stuff and it's all gonna be fine. There are unintended consequences, and it's a far more complex ecosystem when we talk about global energy infrastructure." —Michael Kolodner 

President Donald Trump's unprecedented push to take control of independent agencies like the Federal Energy Regulatory Commission and the Nuclear Regulatory Commission could send a shock wave through the energy industry. POLITICO's Cat Morehouse breaks down the legal viability of Trump's push, how it could affect the agencies in the short-term and long-term, and the reaction from energy industries and regulators. Plus, the Center for Biological Diversity said it plans to sue the Trump administration over its move to fast-track permits for hundreds of oil and gas, transmission and pipeline projects across the country. Catherine Morehouse is an energy reporter for POLITICO.  Nirmal Mulaikal is a POLITICO audio host-producer. Annie Rees is the managing producer for audio at POLITICO. Gloria Gonzalez is the deputy energy editor for POLITICO.  Matt Daily is the energy editor for POLITICO. For more news on energy and the environment, subscribe to Power Switch, our free evening newsletter: https://www.politico.com/power-switch And for even deeper coverage and analysis, read our Morning Energy newsletter by subscribing to POLITICO Pro: https://subscriber.politicopro.com/newsletter-archive/morning-energy Learn more about your ad choices. Visit megaphone.fm/adchoices

US Energy Secretary Chris Wright discusses the outlook for the US energy sector with Bloomberg's Alix Steel and Scarlet Fu. See omnystudio.com/listener for privacy information.

CNBC's Tyler Mathisen and Kelly Evans take you through the heart of the business day bringing you the latest developments and instant analysis on the stocks and stories driving the day's agenda. “Power Lunch” delves into the economy, markets, politics, real estate, media, technology and more. The show sits at the intersection of power and money. “Power Lunch” gives viewers a full plate of CNBC's award-winning business news coverage, plus a healthy dose of personality from the show's anchors and the network's top-notch roster of reporters and digital journalists.

In response to 10 per cent tariffs on all Chinese imports into the United States, China has hit back with a 15 per cent tariff on selected US imports into China.

WORLD: China slaps tariffs on US energy, vehicles | Feb. 5, 2025Visit our website at https://www.manilatimes.netFollow us:Facebook - https://tmt.ph/facebookInstagram - https://tmt.ph/instagramTwitter - https://tmt.ph/twitterDailyMotion - https://tmt.ph/dailymotionSubscribe to our Digital Edition - https://tmt.ph/digitalSign up to our newsletters: https://tmt.ph/newslettersCheck out our Podcasts:Spotify - https://tmt.ph/spotifyApple Podcasts - https://tmt.ph/applepodcastsAmazon Music - https://tmt.ph/amazonmusicDeezer: https://tmt.ph/deezerStitcher: https://tmt.ph/stitcherTune In: https://tmt.ph/tunein#TheManilaTimes Hosted on Acast. See acast.com/privacy for more information.

Bitcoin is down slightly at $98,153 Eth is down slightly at $3,051 XRP, down half a percent at $2.74 Canada responds to tariffs in-kind. US Energy prices could increase affecting BTC mining. ECB President Christine Lagarde says Bitcoin won't be added to Eurozone's reserves. 21 shares files for DOT ETF Czech National Bank looks at Bitcoin as reserve asset. Irreducible raises $24M in Series A. Crypto industry loses $74M to hacks in Jan. Learn more about your ad choices. Visit megaphone.fm/adchoices

Within hours of being sworn in as the 47th president of the United States, Donald Trump issued a series of executive orders, and declared a national emergency with the aim of ensuring reliable energy supplies and position the US as a leading minerals producer. Trump also threatened tariffs on Canada and Mexico -- major exporters of crude to the US. How have commodities markets responded to Trump's actions? What powers do these emergency declarations give Trump to boost production? And how will this reliance on emergencies and executive orders play out down the road as new administrations shift energy policy?  Jeff Mower, director of Americas oil news, discusses the emergency declaration and the executive orders with senior editors Eamonn Brennan, Taylor Kuykendall, Maya Weber and Kate Winston.   Links: Trump's executive orders on trade, immigration signal dealmaking intent (video) Trump's return to office could raise solar panel production costs (video)  FACTBOX: Trump launches round of executive orders to boost energy output (subscriber content)

In this episode of the BizNews Briefing, host Bronwyn Nielsen unpacks the biggest stories of the day. US President Trump proposes a 10% tariff on Chinese imports, fuelling trade tensions. Tech giants dominate discussions at the US inauguration, sparking ethical debates. In South Africa, turmoil in crime intelligence and controversy over a R100 billion transformation fund take centre stage. And BizNews editor Alec Hogg - who is on the ground in Davos - gives the latest updates from the WEF.

Donate (no account necessary) | Subscribe (account required) Join Bryan Dean Wright, former CIA Operations Officer, as he tackles today's critical stories shaping America and the world. In today's episode, we cover: Marco Rubio's Vision for Foreign Policy: Rubio outlines plans as Secretary of State, targeting China, foreign aid, and America's strategic interests in the Gaza Strip, Ukraine, and Greenland. Hunter Biden Laptop Fallout: Future CIA Director John Ratcliffe addresses the 51 intelligence officers who lied about Hunter's laptop, signaling a major shift in accountability. Pam Bondi Faces Senate Scrutiny: The incoming Attorney General vows to pursue justice impartially while facing tough questions about her approach to election fraud investigations. The Energy Debate: Trump's Energy Secretary nominee champions nuclear power and natural gas while criticizing wind and solar as unreliable industrial energy sources. "And you shall know the truth, and the truth shall make you free." - John 8:32

On this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan interview Kent Fellows about the looming prospect of US tariffs on Canadian energy, the options for a Canadian response, and a novel idea for a way to engage with this threat. // Guest Bio: - Kent Fellows is am Assistant Professor of Economics and the Director of Graduate Programs for the School of Public Policy at the University of Calgary // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is a Fellow and Energy Security Forum Manager at the Canadian Global Affairs Institute // Reading recommendations: - "Landman" on Paramount Plus: https://www.imdb.com/title/tt14186672/ // Interview recording Date: January 16, 2024 // Energy Security Cubed is part of the CGAI Podcast Network. Follow the Canadian Global Affairs Institute on Facebook, Twitter (@CAGlobalAffairs), or on LinkedIn. Head over to our website at www.cgai.ca for more commentary. // Produced by Joe Calnan. Music credits to Drew Phillips.

The USDA has announced $4.37 B in funding for the Empowering Rural America program, Brookfield Asset Management has acquired a 53% stake in Neoen, and European Energy and Nova Holdings will upgrade 17 aging German wind farms. Fill out our Uptime listener survey and enter to win an Uptime mug! Register for Wind Energy O&M Australia! https://www.windaustralia.com Sign up now for Uptime Tech News, our weekly email update on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard's StrikeTape Wind Turbine LPS retrofit. Follow the show on Facebook, YouTube, Twitter, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes' YouTube channel here. Have a question we can answer on the show? Email us! Pardalote Consulting - https://www.pardaloteconsulting.comWeather Guard Lightning Tech - www.weatherguardwind.comIntelstor - https://www.intelstor.com Welcome to Uptime News Flash. Industry news lightning fast. Your hosts, Allen Hall, Joel Saxum, and Phil Totaro discuss the latest deals, mergers, and alliances that will shape the future of wind power. News Flash is brought to you by IntelStor. For market intelligence that generates revenue, visit www.intelstor.com. Allen Hall: Right, first up, the U. S. Department of Agriculture has announced a 4. 37 billion dollars in funding through their Empowering Rural America program. This historic investment, the largest in rural electrification since 1936, will support clean energy development across seven states. Now the program aims 5, 000 jobs, reduce electricity costs, and cut climate pollution by about 1. 1 million tons annually. 4. 37 billion as the Biden administration exits the executive branch is a lot of money. Does this have a chance of, of existing once the new administration comes in? Phil Totaro: Yeah, I actually think so because this, this program is done through the Department of Agriculture interestingly enough, not the Department of Energy, and the reason that they're doing it is because the co ops are actually, outside of kind of the, the organized utilities coordinating like corporate power buying. The co ops are actually one of the biggest You know, in aggregate power buyers in, in the United States, especially when you start talking about all the co ops, we're getting kind of gobbled up by Touchstone and, you know, most co ops in the United States are now organized under, you know, a parent kind of umbrella corporation. So this is a lot of money that's going into, you know, basically subsidizing renewable energy power buying or the development of distributed power generation facilities. That are gonna be adjacent to these these rural communities that are able to take advantage of this this bunny. So, this is one where I really do hope that they don't try and cut it because this is actually, like, Putting money in the pockets of people that are doing clean energy power buying, and it's actually helping get wind and solar and storage deployed on the grid. So I, this is actually a great program. Great for the department of agriculture to be doing it. Not sure why the department of energy wasn't previously on board with something like this. Joel Saxum: Coming from someone who has co op power now and grew up with co op power up in Northern Wisconsin in a rural area, injection of capital into rural environments anywhere makes me smile. So, because they usually don't see as much, right? So when a big project comes through or something gets announced like this, everybody gets a little bit happy in those areas. And so, weird to see it. Not weird, I suppose, in a lame duck situation from the federal government, but yeah, I hope this one continues to, to roll forward in these projects to get some ink behind them before January 20th. Allen Hall: In our next story, Brookfield Asset Management has completed its acquisition of 53 percent stake in French renewable power ...

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley discusses key global energy issues on the Energy News Beat podcast, highlighting failures in gas transit deals via Ukraine, Qatar's threat to halt LNG exports to the EU over regulatory disputes, and Europe's struggle with energy costs and reliance on Russian natural gas. He critiques the Biden administration's handling of the Russia-Ukraine war and global energy diplomacy, contrasts it with Trump's policies, and comments on Iran's energy crisis caused by strikes and internal mismanagement. He closes with investment insights on oil, urging preparation and community support during the holiday season.Highlights of the Podcast00:00 - Intro01:30 - Azerbaijan-brokered deal to keep gas flowing to EU via Ukraine fails03:05 - Qatar threatens not to export LNG to Europe04:37 -EU Ready to Discuss Closer Energy Ties with US under Trump05:58 - Iran plagued by energy crisis partially caused by strikes attributed to Israel07:05 - Biden's officials trying to destroy Trump's push for peace – Moscow08:09 - OutroPlease see the links below or articles that we discuss in the podcast.Azerbaijan-brokered deal to keep gas flowing to EU via Ukraine failsQatar threatens not to export LNG to EuropeEU Ready to Discuss Closer Energy Ties with US under TrumpIran plagued by energy crisis partially caused by strikes attributed to IsraelBiden's officials trying to destroy Trump's push for peace – MoscowFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing In 2024– Get in Contact With The Show –

This week's top stories across project and infrastructure finance: Ukrainian road to EU project receives €267m Rooftop solar tendered across Gibraltar AMPYR Solar Europe to close further portfolio financing in 2025 IBV ACEN acquires stake in 70MW Sonagazi Solar OCK invests in Malaysian solar project 20MW Ugandan solar project reaches financial close SWPC selects preferred bidder for Jubail IWP EVgo closes $1.25bn guaranteed loan facility DOE picks four teams for Puerto Rican solar and storage deployments Brazil's Senate adopts offshore wind bill   Mark your 2025 calendars for an awesome roster of upcoming events in the new year:   March 31 - April 2 - Americas 2025: Agency, Energy & Infrastructure Finance, Miami   April 14 - 16 - Middle East & Africa 2025: Agency, Energy & Infrastructure Finance, Dubai   June 10 - 12 - Proximo Europe 2025: Energy & Infrastructure Finance, Copenhagen   June 16 - 18 - Proximo Congress 2025: US Energy & Infrastructure Finance, Nashville   Oct 14 - 16 - Asia 2025: Agency, Energy & Infrastructure Finance, Singapore  

Nov 29, 2024 – One of the biggest winners from new US energy policy won't be nuclear—though its role is expected to grow significantly—but rather natural gas. Listen in as Financial Sense Newshour examines how energy policy is likely to change...

Donate (no account necessary) | Subscribe (account required) Join Bryan Dean Wright, former CIA Operations Officer, as he dives into today's top stories shaping America and the world. In today's episode, we cover: Trump's Tariff Plans Spark Global Reactions: China and Mexico brace for a trade war, while Canada's Justin Trudeau seeks dialogue with Trump to mitigate economic fallout. America's Transformation Under Trump: A major wind farm project in New York is paused, and Walmart moves to scale back Diversity, Equity, and Inclusion (DEI) initiatives as the country embraces a new political climate. Global Updates: France and the UK consider sending troops to Ukraine as Russian forces gain ground, China faces accusations of Baltic Sea sabotage, and a historic ceasefire is reached between Israel and Lebanon. "And you shall know the truth, and the truth shall make you free." - John 8:32

Daniel discusses the factors driving oil prices, the US Energy sector and how it stacks up against other “Trump Trades”.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

On this episode of the Energy Security Cubed Podcast, we feature the audio from a panel focusing on the economic and business implications of future developments in the Canada-US energy relationship from the CGAI Energy Security Forum Conference, "What is the Future of the Canada-US Energy Relationship". // For the podcast's intro section, Joe and Kelly discuss COP29 and China's rise in copper smelting. // Guest Bio: - Leah Carson is Partner in the Deal Advisory and Global Infrastructure Advisory practices of KPMG Canada - Rich Voorberg is President of Siemens Energy North America - Serge Dupont is a Senior Advisor and the Head of Public Policy at Bennett Jones LLP - Trevor Sutton is a Senior Research Associate for the Center on Global Energy Policy at Columbia University - Paul Cheliak is Vice President, Strategy and Delivery at the Canadian Gas Association // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is a Fellow and Energy Security Forum Manager at the Canadian Global Affairs Institute // Interview recording Date: October 3, 2024 // Energy Security Cubed is part of the CGAI Podcast Network. Follow the Canadian Global Affairs Institute on Facebook, Twitter (@CAGlobalAffairs), or on LinkedIn. Head over to our website at www.cgai.ca for more commentary. // Produced by Joe Calnan. Music credits to Drew Phillips.

Today on the Jimmy Barrett Show:TPPF's Greg Sindelar on US energy

In this episode, I talk with Bill Moyer, founder of the Reconnect America campaign, about the huge, untapped potential of U.S. railroads to support the clean energy transition. Bill makes the case that our privately owned rail system, focused on short-term profits, is missing out on big public benefits—like shifting freight from roads to rails, reducing emissions, and even using rail corridors to carry high-voltage transmission lines for renewable energy. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.volts.wtf/subscribe

On this episode of the Energy Security Cubed Podcast, we feature the audio from a panel focusing on energy policy coordination between Canada and the United States from the CGAI Energy Security Forum Conference, "What is the Future of the Canada-US Energy Relationship". // For the podcast's intro section, Joe and Kelly discuss the US election, their guesses for November oil prices, and the oil and gas emissions cap. // Guest Bio: - Monica Gattinger is a CGAI Fellow and the Founding Chair of Positive Energy at the University of Ottawa - Jacquie Hoornweg is a CGAI Fellow and Adjunct Professor at Ontario Tech University - Robert (RJ) Johnston is the Senior Director of Research at Columbia University's Center on Global Energy Policy - Mark Cameron is Vice President, External Relations at the Pathways Alliance // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is a Fellow and Energy Security Forum Manager at the Canadian Global Affairs Institute // Interview recording Date: October 3, 2024 // Energy Security Cubed is part of the CGAI Podcast Network. Follow the Canadian Global Affairs Institute on Facebook, Twitter (@CAGlobalAffairs), or on LinkedIn. Head over to our website at www.cgai.ca for more commentary. // Produced by Joe Calnan. Music credits to Drew Phillips.

On this episode of the Energy Security Cubed Podcast, we feature the keynote speech from the Energy Security Forum Conference, "What is the Future of the Canada-US Energy Relationship". In this speech, Robert Johnston provides an overview of the global context and how it could impact energy relations between the two countries. // For the podcast's intro section, Joe and Kelly discuss Cuba's power outages and the impact of political instability on LNG export out of Mozambique. // Guest Bio: - Robert (RJ) Johnston is the Senior Director of Research at Columbia University's Center on Global Energy Policy // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is a Fellow and Energy Security Forum Manager at the Canadian Global Affairs Institute // Interview recording Date: October 3, 2024 // Energy Security Cubed is part of the CGAI Podcast Network. Follow the Canadian Global Affairs Institute on Facebook, Twitter (@CAGlobalAffairs), or on LinkedIn. Head over to our website at www.cgai.ca for more commentary. // Produced by Joe Calnan. Music credits to Drew Phillips.

Curious about how the US energy market is evolving and what it means for your investments? Tune in to our latest episode where we break down the impact of US energy policies and inflation control efforts. Featuring insights from Mark Newton, Chief Technical Strategist at Fundstrat, we explore a bearish outlook on crude oil due to expected supply increases and highlight favorable conditions for gold and silver amid potential Federal Reserve rate cuts. We also discuss the enduring relevance of technical analysis and the notable market shifts since July, including tech, small caps, value stocks, and international markets.Discover the recent performance and trends within various market sectors and why diversification is more crucial than ever. We delve into the pullback in technology stocks and the subsequent shift into value sectors like financials and industrials. Despite challenges faced by semiconductors, regional banks and insurance stocks have shown strong performance driven by lower long-term interest rates. We also discuss the potential effects of an un-inversion of the yield curve on banks and the implications of future interest rate movements, combining technical analysis and market cycles to assess the outlook.Explore the dynamics in financial markets, focusing on interest rates, Federal Reserve policies, and global factors like China's economic stimulus. We analyze the decoupling of treasuries and equities and discuss the implications for commodities, particularly copper and energy. Precious metals like gold and silver are highlighted for their potential benefits in the context of an easing Federal Reserve. Additionally, we touch on the movements in the grains market, the AI revolution in economic forecasting, and the fascinating divergences in real estate fundamentals across the US. Don't miss insights into the healthcare sector, REITs, and the performance of homebuilders amid falling interest rates.The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:

Energy costs across the U.S. “would probably go down substantially” if the U.S. sharply increased mining and production of Alaska's natural resources, according to Adam Crum, commissioner for the Alaska Department of Revenue.  Geographically, Alaska is by far the largest U.S. state at more than 663,000 square miles. It is also among the most natural resource-dense states in the nation.  Alaska became a state in 1959, and under its Statehood Act, it is “mandated that the mineral resources and the subsurface rights were collectivized by the state so that the state could actually collect the royalties and production taxes off of that to fund the government,” Crum explains on “The Daily Signal Podcast.” While other states, such as Texas and North Dakota, can have “individual farmers who actually have mineral rights, nobody has that in Alaska,” he said, explaining that his state was “set up to be a resource-development state since inception.”  One of the world's largest zinc and lead mines can be found in northwest Alaska and has now “been producing for over 40 years and has provided very extensive jobs,” according to Crum.  The mine has allowed the local indigenous population in northern Alaska to “not only have an economy to stay there, but you have this town now, it's about 4,000, 5,000 people of primarily Inupiat Eskimos living up there. They get to benefit from this, and they can still get to live a subsistence lifestyle,” Crum explains.  Asked about the environmental effects of mining and drilling in Alaska, the revenue commissioner said life expectancy has increased in native communities where natural resources are being extracted as industry has strengthened local economies and increased the quality of life.  Crum joins “The Daily Signal Podcast” to discuss the vast natural resources Alaska has to offer.  Alaska House of Representatives Speaker Cathy Tilton joins the show after the conversation with Crum to discuss the greatest challenges facing America's most northern state, and to share some of Alaska's best-kept secrets.  Enjoy the show!

Energy costs across the U.S. “would probably go down substantially” if the U.S. sharply increased mining and production of Alaska's natural resources, according to Adam Crum, commissioner for the Alaska Department of Revenue. Geographically, Alaska is by far the largest U.S. state at more than 663,000 square miles. It is also among the most natural […]

The US energy sector has seen positive price action, with Vistra Corp and Constellation Energy coming out as top performers on the S&P 500. Can energy stocks that supply power to data centres replace tech stocks for the AI trade? Tony Nash of Complete Intelligence weighs in on this and more.Image Credit: shutterstock.com

This Day in Maine Wednesday, September 18, 2024.

Summary In this episode, Clayton Cuteri explores the topic of energy and its importance in our lives. He discusses the inefficiencies and dangers of nuclear energy, the wastefulness of our current energy infrastructure, and the suppression of innovative technologies. Clayton also presents solutions, such as generating electricity from footsteps, capturing energy from highways and bridges, and harnessing the power of ocean waves. He emphasizes the need for government subsidies to reduce electricity costs for residential homes and reallocate military spending towards clean energy initiatives.Clayton's Social MediaTikTok | Instagram | Twitter (X) | YouTubeSourcesAI Servers and Energy 12% of US Energy is Renewable 1 MILLION Year Nuclear Waste66% of Energy Wasted1971 Patents Secrecy ListFootstep Energy: VideoHighway and Bridge EnergyOcean Wave EnergyTimecodes00:00 - The Importance of Energy and Its Challenges02:49 - The Inefficiencies and Dangers of Nuclear Energy09:07 - The Long-Term Waste and Environmental Risks of Nuclear Energy15:53 - The Fukushima Nuclear Accident and Its Consequences24:04 - Innovative Technologies for Energy Generation28:15 - Government Subsidies and Reallocation of Military Spending33:07 - Towards a Holistic and Sustainable Energy FutureSend Clayton a text message!Support the Show.Clayton's Campaign: Clayton24.comFREE 999 Meditation Challenge: Sign Up Here

Solar power is the fastest growing source of electricity in the US. But as adoption of solar and other renewable power generation grows, developers are facing new realities when it comes to financing projects and setting expectations about their returns.   In this episode, guest Sheldon Kimber, founder and CEO of independent power producer Intersect Power, speaks with correspondent Camellia Moors about the business case for solar power development in the US, some of the policies surrounding the industry, and solar power's role in the US energy transition.  Subscribe to Energy Evolution to stay current on the energy transition and its implications. Veteran journalists Dan Testa and Taylor Kuykendall co-host the show, which routinely features regular correspondents Camilla Naschert and Camellia Moors. 

Solar power is the fastest growing source of electricity in the US. But as adoption of solar and other renewable power generation grows, developers are facing new realities when it comes to financing projects and setting expectations about their returns.   In this episode, guest Sheldon Kimber, founder and CEO of independent power producer Intersect Power, speaks with correspondent Camellia Moors about the business case for solar power development in the US, some of the policies surrounding the industry, and solar power's role in the US energy transition.  Subscribe to Energy Evolution to stay current on the energy transition and its implications. Veteran journalists Dan Testa and Taylor Kuykendall co-host the show, which routinely features regular correspondents Camilla Naschert and Camellia Moors. 

Daniel discusses US Energy sector, the driver factors in crude oil prices, and why we prefer the US Financials sector.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Paul Driessen is senior policy analyst for the Committee For A Constructive Tomorrow (www.CFACT.org) and author of books and articles on energy, environment, climate and human rights issues.   China's Monopoly Over Graphite for Batteries Imperils US Energy, Security; Problem has been Largely Ignored, Even by Policy Makers and Military Strategists

With global temperatures rising and an increasing urgency to speed progress on the energy transition, our Head of Sustainability Equity Research examines the key materials needed—and the risks of disruption from US-China trade tensions.----- Transcript -----Welcome to Thoughts on the Market. I'm Laura Sanchez, Head of Sustainability Equity Research in the Americas. Along with my colleagues bringing you a variety of perspectives, today I'll discuss a highly topical issue: the impact of US-China trade tensions on the energy transition. It is Thursday, April 11, at 12 pm in New York.Last week, you may have heard my colleagues discuss the geopolitics at play around US-China trade tensions and the energy transition. Today I'm going to elaborate on that discussion, spearheaded by my team, with a deeper dive into the materials and minerals at risk and exactly what is at stake for several industries in the US.When we talk about clean technologies such as electric vehicles, energy storage and solar, it is important to note that minerals such as rare earths, graphite, and lithium — just to name a few — are crucial to their performance. At present, China is a dominant producer of many of those key minerals, whether at the mining level – which is the case with gallium, rare earths and natural graphite; at the refining level – the case for cobalt and lithium; or at the downstream level – that is, the final product, such as batteries and EVs.If trade tensions between the US and China rise, we believe China could implement new or incremental export bans on some of these minerals that are key for western nations' energy transition as well as for their broad economic and national security.So, we have analyzed over 10 materials and found that the highest risks of disruption exist for rare earths and related equipment, as well as for graphite, gallium, and cobalt. Some minerals have already seen certain export bans but given the lack of diversification across the value chain, we actually see the potential for incremental restrictions.So, this led us to ask our research analysts: how should investors view rising trade tensions in the context of clean technologies' penetration, specifically?While electric vehicles appear most at risk, we see the largest negative impacts for the clean technology sector as well as for large-scale renewable energy developers. This has to do with China dominating around 70 per cent of the battery supply chain and still having strong indirect ties in the solar supply chain. But there are important nuances to consider for renewable energy developers, such as their ability to pass the higher costs to customers, whether this higher cost could hurt the economics of projects and therefore demand, and the unequal impacts between large and small players – where large, tier 1 developers could actually gain share in the market as they have proven to navigate better through supply chain bottlenecks in the past.On the Autos side, slower EV adoption would naturally impact sentiment on EV-tilted stocks; but as our sector analyst highlights, this could also mean lighter losses near term, as well as market share preservation for the largest EV players in the market. US Metals & Mining stocks would likely see positive moves as further trade tensions incentivize onshoring of mining and increase demand for US-made equipment.Given strong bipartisan support in the US for a more hawkish approach to China, our policy experts believe that the US presidential election is unlikely to lead to easing trade restrictions. Nonetheless, in terms of the energy transition theme, a Republican win could create volatility for trade and corporate confidence, while a Democrat administration would be more sensitive to the balance between protectionism and achieving global climate goals.Thanks for listening. If you enjoy the show, please leave us a review wherever you listen to podcasts and share Thoughts on the Market with a friend or colleague today.

The United States  Federal Energy  Regulatory Commission (FERC) regulates US  energy markets. FERC's latest annual report on key market trends noted falling average prices for natural gas and electricity despite increased demand for both. New renewable energy and storage facilities are coming online at a brisk pace, making the grid cleaner and more efficient. FERC is about to get three new commissioners, who will face challenges of interregional transmission constraints and grid-integration of emerging technologies.In this new episode, “FERC-alicious: US Energy Market Trends & Regulatory Update,” host Allan Marks speaks with Milbank partner Jenna McGrath. They examine how recent FERC actions are impacting markets. They discuss trends in state and federal energy regulation, the expansion of energy storage to bolster grid stability and reliability, and strategies for alleviating transmission and interconnection bottlenecks for new renewable energy projects. They also assess the three new nominees for FERC Commissioner – Judy W. Chang, David Rosner and Lindsay See – and upcoming FERC actions and rulemaking.About the SpeakersJenna McGrath is a partner in the Washington, DC office of Milbank and a member of the firm's Global Project, Energy and Infrastructure Finance Group. She advises developers, lenders, private equity, utilities and large industrial electricity customers (e.g., data centers and mining operations) on laws and regulations governing development of electric generation and transmission projects, and revenues for wholesale and retail electricity and transmission services.Podcast host Allan Marks is one of the world's leading project finance lawyers. He advises developers, investors, lenders, and underwriters around the world in the development and financing of complex energy and infrastructure projects, as well as related acquisitions, restructurings and capital markets transactions. Many of his transactions relate to ESG and sustainability, innovative clean technologies, and sophisticated contractual risk allocation. Allan serves as an Adjunct Lecturer at the University of California, Berkeley at the Law School and previously at the Haas School of Business.For more information and insights, follow us on social media and podcast platforms, including Apple, Spotify, Amazon Music, iHeart, Google and Audible.Disclaimer

“Selective Investigations, Epstein, Hunter, And P Diddy” “P Diddy Is Being Investigated For The Same Thing Hunter Got Away With” “You Can Run Against Us But We Will Break You, Democrat Thuggery” “China's Worker Problem And Gaining US Energy Independence”

0:00 - CPD Supt. Larry Snelling on Shotspotter   8:33 - Dem Rep. Katie Porter on Laken Riley murder: one occurrence shouldn't dictate policy (will Porter be invited to give a eulogy?)   28:27 - Fani Willis   44:15 - Sports & Politics: Chris Goodwin, girls bball coach Mid-Vermont Christian School   01:01:22 - Brigadier General Anthony J. Tata, former  Undersecretary of Defense for Policy, his distinguished military career of over 28 years includes commands in the 82nd Airborne and 101st Airborne Divisions and the 10th Mountain Division, discusses the state of the US military under the Biden admin and his new book  The Phalanx Code: A Garrett Sinclair Novel   01:21:11 - Noted economist Stephen Moore on competition, climate change and cereal for dinner. Get more Steve @StephenMoore   01:33:59 - James Coleman, nonresident senior fellow at the American Enterprise Institute focused on energy policy and Professor of Law at Southern Methodist University, explains what Trillions Of Tons Of Buried Hydrogen could mean for US Energy    01:47:56 - Terrence Bradley, Wade's former divorce attorney, on his previously stated belief of when Wade relationship started with Willis 01:51:34 - RealClearPolitics' national political correspondent, Susan Crabtree, on the Michigan primary, California border policies and Newsome recall part IISee omnystudio.com/listener for privacy information.

The Federal Energy Regulatory Commission has a role to play in managing the multistate movement of energy, but it's not clear the agency will be able to do the job in the near term. Cato's Travis Fisher explains. Hosted on Acast. See acast.com/privacy for more information.

Episode 3182: The Push To Dismantle US Energy

WarRoom Battleground EP 411: Holding The Administrative State Accountable; US Energy Is Compromised

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The MN constitution gives us the right to grow anything we want to. So why the license for the weed? US energy secretary takes EV trip: Can't get her car charged. Canada reports increase in traffic injuries after weed legalization. Johnny Heidt with guitar news.Heard On The Show:Mayor Frey nominates Hennepin County Chief Judge Todd Barnette to be new community safety commissionerDays after fatal shooting, gunfire again rattles Uptown neighborhood9/11 memorial events mark 22 years since the attacks and remember those who died Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The MN constitution gives us the right to grow anything we want to. So why the license for the weed? US energy secretary takes EV trip: Can't get her car charged. Canada reports increase in traffic injuries after weed legalization. Johnny Heidt with guitar news. Heard On The Show: Mayor Frey nominates Hennepin County Chief Judge Todd Barnette to be new community safety commissioner Days after fatal shooting, gunfire again rattles Uptown neighborhood 9/11 memorial events mark 22 years since the attacks and remember those who died Learn more about your ad choices. Visit megaphone.fm/adchoices