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Industrial Talk is onsite at Octave Live and talking to Tobias Pforr, Principal Business Strategist at Octave about "Unleashing technology to improve the utility markets. Overview Tobias Pforr discussed his role at Octave, a company focused on network intelligence systems for utilities. He highlighted the importance of accurate asset documentation and the challenges of managing dynamic elements like weather and electric vehicle consumption. Pforr emphasized the need for clean, high-quality data to ensure system resilience and actionable insights. He shared his background in utility operations and innovation, including his experience with a Swiss utility and the establishment of a startup incubator. Pforr also touched on the regulatory complexities and the evolving demands on utilities, stressing the importance of managing complexity and maintaining system reliability. Outline Barcelona Cyber Security Congress Announcement Scott introduces the Barcelona Cyber Security Congress, emphasizing its importance for cybersecurity professionals.The event is scheduled for November 3-5 in Barcelona, with networking opportunities and expert discussions.Scott mentions their own participation and encourages listeners to mark their calendars.Contact information for the event is available on Industrial Talk. Introduction to Industrial Talk Podcast Scott welcomes listeners to the Industrial Talk Podcast, celebrating industry professionals and their contributions.The podcast is broadcasting live from Octave Live in Austin, Texas, featuring various industry guests.Scott introduces Tobias Pforr, who has a challenging last name to pronounce. Tobias Pforr's Background and Role Tobias Pforr explains his name origin and its French and German roots.Tobias shares his experience with Hexagon, joining in 2022 and working with laser scanners and asset management.He discusses his transition to the enterprise software division and his current role at Octave.Tobias highlights his background in industrial engineering, MBA, and new business development. Challenges in the Utility Space Tobias describes his experience working at a utility in Switzerland, focusing on corporate development and innovation.He discusses the challenges utilities face, including energy price fluctuations, regulatory requirements, and market dynamics.Tobias mentions the startup incubator he established within the utility to foster innovation.He explains his role at Octave, focusing on networks and services, and the importance of understanding customer problems. Octave's Solutions for Utilities Tobias explains Octave's strong documentation solution, emphasizing the importance of accurate data.He discusses the transformation of network information systems (NIS) into network intelligence systems.Octave's solution helps utilities manage dynamic elements like weather, production surpluses, and electric vehicle consumption.Tobias highlights the need for actionable insights to keep the system resilient and functioning. Data Quality and Real-Time Updates Scott and Tobias discuss the challenges of maintaining accurate data in utilities.Tobias suggests using mobile devices to check the accuracy of asset locations in real-time.He emphasizes the importance of continuous data cleaning and validation during daily operations.Tobias shares personal experiences with operators and grid owners to illustrate the need for high-quality data. Impact of Storms and System Resilience Scott and Tobias discuss the impact of storms on utility systems and the need for real-time updates.Tobias explains the importance of prioritizing challenges and focusing on core value in utility operations.He highlights the role of documentation in ensuring system resilience and managing dynamic elements.Tobias emphasizes the need for a collaborative approach between developers and users to create effective solutions. Future of Utilities and Regulatory Requirements Scott and Tobias discuss the future of utilities, emphasizing the increasing complexity and regulatory requirements.Tobias explains the importance of managing complexity and ensuring system reliability.He highlights the challenges of remote work and the need for digital skills in utility operations.Tobias discusses the role of technology in helping utilities navigate regulatory requirements and maintain system resilience. Octave's Role in Utility Modernization Tobias explains Octave's role in helping utilities modernize their systems and manage dynamic environments.He discusses the importance of documentation and data quality in ensuring system reliability.Tobias highlights the need for a collaborative approach between developers and users to create effective solutions.He emphasizes the importance of continuous improvement and adapting to changing market dynamics. Conclusion and Contact Information Scott thanks Tobias for the insightful conversation and encourages listeners to connect with him on LinkedIn.Tobias provides his contact information and invites listeners to reach out for further discussions.Scott wraps up the podcast, emphasizing the importance of storytelling and human interaction in business success.The podcast concludes with a reminder to visit Industrial Talk for more insights and connections. If interested in being on the Industrial Talk show, simply contact us and let's have a quick conversation. Finally, get your exclusive free access to the Industrial Academy and a series on “Why You Need To Podcast” for Greater Success in 2026. All links designed for keeping you current in this rapidly changing Industrial Market. Learn! Grow! Enjoy! TOBIAS PFORR'S CONTACT INFORMATION: Personal LinkedIn: https://www.linkedin.com/in/tobias-pforr/ Company LinkedIn: https://www.linkedin.com/company/octaveintelligence/ Company Website: https://www.octave.com/ PODCAST VIDEO: https://youtu.be/OfvvE__546I THE STRATEGIC REASON "WHY YOU NEED TO PODCAST": OTHER GREAT INDUSTRIAL RESOURCES: NEOM: https://www.neom.com/en-us Hexagon: https://hexagon.com/ Arduino: https://www.arduino.cc/ Fictiv: https://www.fictiv.com/ Hitachi Vantara: https://www.hitachivantara.com/en-us/home.html Industrial Marketing Solutions: https://industrialtalk.com/industrial-marketing/ Industrial Academy: https://industrialtalk.com/industrial-academy/ Industrial Dojo: https://industrialtalk.com/industrial_dojo/ We the 15: https://www.wethe15.org/ YOUR INDUSTRIAL DIGITAL TOOLBOX: LifterLMS: Get One Month Free for $1 – https://lifterlms.com/ Active Campaign: Active Campaign Link Social Jukebox: https://www.socialjukebox.com/ Industrial Academy (One Month Free Access And One Free License For Future Industrial Leader): Business Beatitude the Book Do you desire a more joy-filled, deeply-enduring sense of accomplishment and success? 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Send us Fan MailEnergy consulting grew in line with the market for a decade. Flat. Unremarkable. Nobody paid attention.That changed. The market's now projected to grow 11% in 2026, and leverage for candidates with ops or technical backgrounds is higher than at any point in recent history.Japheth sits down with Namaan to break down what's driving the boom. Spoiler: it's not just the data center buildout you've been reading about.Whether you're hunting for your next role or you're a firm trying to win the talent war, this one's for you.Resources:Go deeper on the data:Want the full picture from the firms themselves? Watch our Energy & Utilities panel with the leaders driving this hiring waveCurious where energy consulting firms rank for 2026? Check out our Energy & Utilities rankingThat 11% growth number comes straight from Business Insider's reporting on AI's power demand surgeGo act on it:If you're still leading with sustainability credentials, Black Belt helps you reframe your profile around the implementation experience firms wantReady to see who's hiring right now? Browse open energy consulting roles on our job boardConnect With Management ConsultedCreate a free MC account or download the MC app (Apple, Android) to start your prep todaySchedule a free 15min consultation with the MC TeamWatch the video version of the podcast on YouTubeFollow us on LinkedIn, Instagram, and TikTokJoin an upcoming live event – case interviews demos, expert panels, and more
US residential electricity prices have risen by more than 40 per cent since the start of 2021, which is much faster than general inflation. Utilities requested a total of $31 billion in increased rates last year, double the amount in 2024. And investor-owned utilities are planning to spend $1.4 trillion on capital projects over the next five years – enough on one calculation, to build almost 2,000 Hoover Dams at today's prices. So why are American electricity bills going up, and what can be done to provide some relief for hard-pressed consumers?In this episode, host Ed Crooks and regular contributor Dr Melissa Lott are joined by Charles Hua, founder and executive director of PowerLines, a nonprofit launched in 2024. Charles's focus is on US states' Public Utilities Commissions: the roughly 200 commissioners across the country who oversee around $200 billion in annual spending and ultimately determine what consumers pay. He calls them the “US Supreme Court justices of energy”.The discussion opens with questions of consumers' perceptions, and how they align with reality. The data show that in the past few years, electricity bills have been rising, on average, explaining why the issue has been rising up the political agenda.Recent Ipsos polling commissioned by PoweLines found that four in five Americans feel powerless about energy costs. The proportion who believe their state officials are serving their interests as consumers fell from 38 per cent to 29 per cent in a single year. Charles calls this "a new politics of electricity." It is a domain that until recently sat outside mainstream political attention, but now reaches governors' offices and the White House.Charles and Melissa then unpack what is actually driving the increases. Melissa walks through the top five cost drivers identified in the Lawrence Berkeley National Laboratory's analysis: fuel and wholesale supply, distribution costs, generation capex, transmission costs, and cost recovery from extreme weather events. Charles points beyond the line items to a fundamental issue: the traditional utility business model, which structurally rewards capital spending. The question about the impact of data centers is unavoidable. Charles breaks it down: until now, data centres have not been a meaningful driver of price increases across most of the country. But that does not mean they will not be in future. PJM's capacity auction, where prices have rocketed, is one early signal that the picture is starting to change.Charles offers three solutions. First, get more out of the existing grid, which is currently running at roughly 50 per cent utilisation, through technologies he describes as "ibuprofen for the grid." Second, modernise the utility business model, potentially drawing on the UK's totex approach, where utilities can earn a return on operational as well as capital spending. Third, improve grid planning, particularly how load is forecast and how integrated resource plans are built.Melissa zooms out to remind listeners what is actually at stake. Borrowing a line from Amory Lovins, she says: "I don't care about my electrons. I care about cold beer and hot showers." The question is not just about price, but about whether households can keep their homes safe and liveable year-round. You can learn more about PowerLines at PowerLines.org. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Water utility work depends on more than technical knowledge. It depends on clear procedures, current documents, practical training, and performance conversations that reflect what operators actually do in the field. In Episode 481, Trace Blackmore, CWT, welcomes back Kalpna Solanki, President and CEO at GAMECHANGERS Inc., for a practical conversation on building stronger utilities through standard operating procedures, competencies, and performance evaluations. Kalpna shares how outdated SOPs, disconnected training tools, and top-down documentation can create risk, confusion, and missed learning opportunities. SOPs That Match the Work Kalpna defines an SOP as a documented process that provides clear instructions for specific tasks or activities. Her current work with water utilities includes procedures for water main installation, flushing, customer complaints, meter installation, meter readings, and other distribution team responsibilities. The key issue is not whether an organization has SOPs. Many do. The bigger question is whether those documents still match the field reality. Kalpna describes reviewing SOPs that reference retired staff, outdated contact information, and procedures written by people who may no longer be close to the work. Her approach starts with the operators. The people doing the work help revise the documents, confirm what is accurate, and identify what needs to change. Revision dates, organized SOP libraries, and clear naming structures help teams avoid using the wrong version. From Procedures to Competencies Kalpna explains that SOPs should not sit alone in a file system. They should inform competency frameworks that define the knowledge, skills, abilities, and behaviors needed for the job. For example, an SOP may explain how to perform a fire hydrant teardown. A related competency tool can help confirm whether an operator knows how to do that work safely and correctly. The results can then guide mentoring, training, and performance evaluation. This turns performance evaluation into a two-way process. Rather than simply telling employees what they did or did not do, supervisors can use competency checklists to identify gaps, determine needed resources, and support development. Field Access, Video, and Ownership Kalpna also shares how the Capital Regional District project extends SOPs beyond written documents. Once an SOP is revised and approved, her team creates a field video using operators as the subjects. The video is tied back to the written SOP, giving employees the option to read, watch, or use both formats depending on how they learn best. QR codes make the system even more useful. Operators can scan a code in the field and access the relevant SOP or video without leaving the work location, searching a large document library, or relying on memory. That access matters. As Kalpna puts it, when processes are too complicated, people are more likely to wing it. In water utility work, that can affect safety, consistency, compliance, and service quality. Water Stories and Water Reuse Kalpna also shares her personal water story, from growing up near the Zambezi River and Victoria Falls to living near the Thames River in London and later near protected watersheds in Vancouver. Her experiences shape how she thinks about water availability, source protection, and the responsibility of the industry. The conversation closes with a look at the Vancouver Convention Centre West, where a full-scale wastewater treatment facility operates beneath the building. Treated effluent is reused for toilet flushing and rooftop garden irrigation, reducing freshwater demand and municipal sewer load. For Kalpna, this points to a larger shift in language and mindset. Wastewater is not simply waste. It is a resource with future value for reuse, reclamation, and water-stressed industries. Listen to the full conversation above. Explore related episodes below. Stay engaged, keep learning, and continue scaling up your knowledge! Timestamps 01:10 — Trace welcomes Kalpna Solanki back and notes her previous Scaling UP! H2O appearance in Episode 435 on backflow prevention. 01:50 — Kalpna shares what has changed since her last visit, including the launch of GAMECHANGERS Inc. and her work with nonprofits, government agencies, and water utilities. 02:40 — Kalpna explains the two criteria she uses when choosing where to contribute: the opportunity to contribute and the opportunity to learn. 03:40 — Kalpna introduces the Water Environment Federation and its broad role in the water sector, with a strong focus on wastewater. 04:10 — The conversation turns to WEFTEC, AI, data centers, and the Water AI Nexus Center for Excellence. 08:20 — Kalpna defines an SOP as a documented process that provides clear instructions for specific tasks or activities. 08:40 — Kalpna describes her work with the Capital Regional District and water distribution teams serving more than 400,000 people with drinking water. 09:40 — Kalpna explains why SOPs should be developed with field staff, not only by managers who may be removed from day-to-day operations. 10:40 — SOPs connect to competencies by defining the knowledge, skills, abilities, and behaviors employees need to perform work effectively. 11:40 — Kalpna frames performance evaluation as a two-way process for identifying training needs, resources, and competency gaps. 13:00 — Trace asks how organizations can align SOPs with what operators actually do in the field. 13:20 — Kalpna describes the risk of dated SOPs, including documents that reference retired staff or obsolete contact information. 14:00 — Kalpna explains how SOP nomenclature and organized folders help operators find the current procedure quickly. 15:30 — The discussion shifts to video-based SOPs that support different learning styles and increase field usability. 19:50 — Kalpna adds that QR codes can take operators directly to the relevant SOP and linked video in the field. 20:25 — Kalpna explains why simplicity matters: if the process is too complicated, people are more likely to wing it. 21:10 — Safety enters the competency discussion, with Kalpna explaining why SOP-based competencies can better reflect actual field work. 22:20 — Kalpna outlines her starting process with a utility: review the SOPs, determine what is dated or missing, divide them by operational area, and prioritize revisions. 24:10 — Kalpna describes how SOPs for water main upgrades can be translated into a competency framework. 25:00 — Technical and leadership competencies are discussed, including behavioral indicators that supervisors can use with operators. 26:30 — Kalpna introduces application exams, remote proctoring, and future AI-assisted marking as part of the hiring process. 28:05 — The conversation turns to culture, ownership, and how staff involvement can create empowerment rather than top-down compliance. 29:55 — Kalpna urges listeners to look at the intersection between SOPs, competencies, and performance evaluations. 32:40 — Kalpna shares her personal water story, beginning with childhood walks near the Zambezi River and Victoria Falls. 34:15 — Kalpna connects her experiences in London and Vancouver to water availability, source protection, and the value of safe drinking water. 37:00 — In the lightning round, Kalpna describes her superpower as seeing organizations from a high-level perspective and imagining what they could become. 38:35 — Kalpna shares a major accomplishment: leading a CRM project that succeeded because the people doing the work were involved. 40:25 — Kalpna discusses a water operator training and certification project in Kenya with Water Professionals International and GAMECHANGERS Inc. 41:55 — Kalpna answers the magic wand question with the Water Environment Federation vision statement: "life free of water challenges." 43:10 — Kalpna recommends five books spanning personal values, scaling systems, resilience, memoir, and nonprofit governance. Quotes "When it comes to how that leads to competencies, competencies refer to the knowledge, skills, abilities, and behaviors that employees need to perform their job effectively." "Because I think if things are too complicated, people are going to be more tempted to wing it." "I need their feedback to get the reality of their job on a day-to-day basis." "I think that one of the key things is really look at the intersection between SOPs, competencies and performance evaluations." "Life free of water challenges." "We talk about wastewater, but it's not waste really, it's a resource." Connect with Kalpna Solanki Email: ksolanki@gamechangerssolutions.com Website: GAMECHANGERS Inc. | Strategy Development And Implementation LinkedIn: Kalpna Solanki MBA | LinkedIn GAMECHANGERS Inc.: Overview | LinkedIn Guest Resources Mentioned Bridging Continents Through Clean Water: Mike Firlotte and Paul Bishop Lead Operator Training and Pinning in Kenya Scaling UP! H2O Resources Mentioned AWT (Association of Water Technologies) Scaling UP! H2O Academy video courses Submit a Show Idea The Rising Tide Mastermind 355 Backflow Prevention: Safeguarding Water Quality 2026 Events for Water Professionals Check out our Scaling UP! H2O Events Calendar where we've listed every event Water Treaters should be aware of by clicking HERE.
Mike gets a tutorial on The Dwight D. Eisenhower National System of Interstate and Defense Highways.Inside California's Gay-Certification ProgramThe state is pressuring utilities to award $633 million in contracts to “LGBT” businesses.The scheme operates through the California Public Utilities Commission (CPUC), which regulates privately owned utility companies. California utilities spent more than $43 billion in 2024 on contractors—fuel suppliers, surveyors, engineers, and others—whose work helps deliver water, gas, electricity, and internet service to California's 39 million residents.In 1986, Governor George Deukmejian signed Assembly Bill 3678, which required certain CPUC-regulated utilities to submit annual “plans” for buying goods and services from woman- and minority-owned companies. Two years later, CPUC created its “Supplier Diversity Program,” which would enforce the law and set contracting “goals” for large utilities.After hours of public comment and sometimes heated debate at the Minneapolis Parks and Recreation Board meeting on Wednesday, board members voted to begin decommissioning the Minnehaha off-leash recreation area. All but one board member supported the decision, which is part of the Minnehaha Regional Park long-term plan.The board heard from dozens of people, including many dog owners who said they have been using the park for more than 30 years. Members of the Indigenous community argued the land is a sacred Dakota site with thousands of years of history.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Mike gets a tutorial on The Dwight D. Eisenhower National System of Interstate and Defense Highways.Inside California's Gay-Certification ProgramThe state is pressuring utilities to award $633 million in contracts to “LGBT” businesses.The scheme operates through the California Public Utilities Commission (CPUC), which regulates privately owned utility companies. California utilities spent more than $43 billion in 2024 on contractors—fuel suppliers, surveyors, engineers, and others—whose work helps deliver water, gas, electricity, and internet service to California's 39 million residents.In 1986, Governor George Deukmejian signed Assembly Bill 3678, which required certain CPUC-regulated utilities to submit annual “plans” for buying goods and services from woman- and minority-owned companies. Two years later, CPUC created its “Supplier Diversity Program,” which would enforce the law and set contracting “goals” for large utilities.After hours of public comment and sometimes heated debate at the Minneapolis Parks and Recreation Board meeting on Wednesday, board members voted to begin decommissioning the Minnehaha off-leash recreation area. All but one board member supported the decision, which is part of the Minnehaha Regional Park long-term plan.The board heard from dozens of people, including many dog owners who said they have been using the park for more than 30 years. Members of the Indigenous community argued the land is a sacred Dakota site with thousands of years of history.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
The Florida Legislature and Gov. DeSantis settled years of fighting over control of GRU, wrestling decades of mismanagement from Gainesville City Commissioners. CEO Ed Bielarski details the success of the local business and utility experts that have brought solid fiscal practices that favor paying customers
Things That Make You Smile segment on the Thursday Bob Rose Show
Solar is ready. Thanks to utilities, the rules to connect it to the grid aren't.|Show page available: https://ilsr.org/article/energy-democracy/state-interconnection-rules-ler273/|Listen to all of our Local Energy Rules podcast episodes at our site: https://ilsr.org/energy/local-energy-rules-podcast/ | Don't forget to subscribe, share with your friends, leave a recommendation on our podcast feeds, and join the conversation online using the #LocalEnergyRules hashtag!
John is joined by Jeffrey N. Boozell and Christopher Tayback, both partners in Quinn Emanuel's Los Angeles office. They discuss wildfire litigation as a specialized and rapidly growing area of law, driven by increasingly destructive fires in California and other western states. What began as a relatively limited practice in the 1990s evolved into a major practice area after large California wildfires generated thousands of property loss claims and billions of dollars in damages. Jeff and Chris explain how these cases are structured, the legal theories involved, and the challenges of compensating victims.Wildfire cases are generally mass torts rather than class actions. Because each homeowner suffers different losses and faces unique causation issues, claims are coordinated before a single judge but remain individual lawsuits.These cases are typically brought against utilities, governments, and private entities that plaintiffs allege bear some responsibility for the disaster. One of the most important legal doctrines in California is inverse condemnation, which imposes liability on public utilities when infrastructure serving the public causes property damage. Under this doctrine, utilities may be responsible for property losses even without proof of negligence, distinguishing California wildfire litigation from cases in many other states.Utilities are also frequently defendants because fires are often linked to power lines, equipment failures, vegetation management issues, or other infrastructure-related problems. Various ignition scenarios may occur, including power lines striking each other in high winds, trees coming into contact with power lines, and improperly maintained equipment. For example, in the Eaton Fire, evidence shows that an old, unused power line was not properly grounded, leading to sparks that ignited the fire. In the Palisades Fire, the Los Angeles Department of Water and Power emptied the Santa Ynez Reservoir to carry out repairs and left it empty for an extended period. As a result, firefighting helicopters were unable to collect and drop water from the reservoir, and eventually, fire hydrants in the area ran dry. Utilities understand these risks but often fail to implement adequate preventive measures.Despite involving enormous losses and thousands of claimants, major California wildfire cases rarely reach trial. Instead, courts establish coordinated proceedings, identify bellwether cases, and encourage settlement through mediation programs or compensation funds. Insurance payments often cover only part of a homeowner's losses, leaving substantial uninsured damages and emotional distress claims to be pursued through litigation.The scale of the 2025 Los Angeles-area fires is unprecedented. Estimated damages exceed $200 billion, underscoring why wildfire litigation is likely to remain a significant area of legal practice for years to come.Podcast Link: Law-disrupted.fmHost: John B. Quinn Producer: Alexis HydeMusic and Editing by: Alexander Rossi
Energy and Environmental Economics Partner talks with CEM Associate Editor Abigail Sawyer about the changing shape of resource adequacy in the Desert Southwest as utilities try to thread the needle on reliably meeting a new level of "baseload demand" while striving for affordability and meeting state clean energy goals.
The ASX 200 showed solid gains to finish up 49 points at 8,653. Once again, it was the tale of two cities, with the best of times and the worst of times. The banks held steady, with CBA down 0.2%, and WBC doing well, up 2.0%. Insurers also pushed higher, led by QBE up 2.4%, and even ASX up 0.6%, with the Big Bank Basket at $266.54. Elsewhere, industrials were once again stronger, with defensive stocks taking the bull by the horns. WES rose 4.3%, TLS rose 2.0%, and both the supermarket stocks WOW and COL did very well, building on recent gains in the healthcare space. CSL was also strong as it looks to have turned the corner, up 3.5%, with SHL also firm, although SIG fell 5.5% on the back of media speculation that it was looking at buying the Boots chemist chain in the UK. REITs were positive, with GMG up 1.6%, CHC up 1.8%, and other industrials faring okay. Retail also had a good bounce, with JBH up 3.5% and ALL up 2.2%. Technology stocks were still very much in the doghouse, with XRO down 2.0%, TNE down 2.3%, and NXT down 4.1%. Utilities firmed in this environment, and the All-Tech Index fell 1.8%.Meanwhile, resources were once again on the nose, with BHP up 0.2%, and RIO and FMG also falling as iron ore came under pressure. Lithium stocks fell, PLS down 1.7%, and LTR falling a big 8.0%, with MIN also suffering heavy losses. The gold sector was also slammed again as the gold price fell out of bed, with NST down 3.5%, EVN falling 5.0%, and RMS also having a bad day, down 3.8%. Over in the energy space, Woodside slipped slightly, and Santos pushed ahead somewhat, with coal stocks under pressure, WHC down 4.4%, and uranium stocks still on the nose.In corporate news, SDF rose 36.2% after receiving a $6.00 non-binding indicative offer. IGO fell hard after a fire broke out at the Chemical Grade Plant 3 facility at Greenbushes. WES had a good investor day reaction, saying it would drive growth through AI and data monetisation. Citi downgraded banks following the budget changes. In economic news, the ANZ-Roy Morgan consumer confidence rose for the second consecutive week, lifting two points to 70.8.Asian markets weaker. Japan down 1.9% Hong Kong down 0.9%, and China down 1.1%. South Korea falls again.US futures: Dow down 78 and Nasdaq down 132. Oil down 1.5%. Europe opening easier. Marcus Today – Daily Market Insights Marcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise. If you'd like to go further: Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcast Join Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offer MT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcast Principles – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast — Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
Tomás Pliner (Customer Success Director en Widergy - Future for utilities) Tercer Tiempo @Sditomaso
It's Tuesday, June 9. Here are today's top stories around Central Indiana. Want to go deeper on the stories you hear on WFYI News Now? Visit wfyi.org and follow us on social media to get local news every day. WFYI News Now is hosted by Barb Anguiano and produced by Zach Bundy. Subscribe wherever you get your podcasts.
Alderman JP Smith discusses the growing impact of copper theft on critical infrastructure, the role of organised criminal networks, the effectiveness of enforcement efforts and what more can be done to disrupt the illegal trade in stolen copper. Presenter John Maytham is an actor and author-turned-talk radio veteran and seasoned journalist. His show serves a round-up of local and international news coupled with the latest in business, sport, traffic and weather. The host’s eclectic interests mean the program often surprises the audience with intriguing book reviews and inspiring interviews profiling artists. A daily highlight is Rapid Fire, just after 5:30pm. CapeTalk fans call in, to stump the presenter with their general knowledge questions. Another firm favourite is the humorous Thursday crossing with award-winning journalist Rebecca Davis, called “Plan B”. Thank you for listening to a podcast from Afternoon Drive with John Maytham Listen live on Primedia+ weekdays from 15:00 and 18:00 (SA Time) to Afternoon Drive with John Maytham broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/BSFy4Cn or find all the catch-up podcasts here https://buff.ly/n8nWt4x Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
We kick off todays episode with some weekday adventures, This week i talk about my new obsession, which is a watch craze that i spiral into since the AP drop. Ive really went down a rabbit hole of rolexes, even down to my first watch ever bought and now i want to make this new obsession a hobby. I don't know how far i am getting because it is an expensive hobby. I also speak about how i obsess a bout another hobby and how i find my self day dreaming over it, and it is playing the game Gran Turismo. I feel like when i drive in real life i can see the video game cluster on my windshield., pretty sure that's dangerous. From there i get into Gen Z again and i don't think they're aware of the rules of the road, and it's quite annoying.( 00:00 - 27:04 )In the movie review section we talk about film movies and other things and give the worse takes. This week we're critiquing the movie “ Back Doors” and this movie was very nostalgic to me. I remember when backrooms started out on a 4chan page in 2010, and now its a whole movie and not a youtube series. Now i really don't speak of the movie, only how it made me feel and all the emotions it triggered. This movie was cool but it had its own message that stayed from the original lore… at least to me i feel. It never really had a definite reason but the movie had its own objective and it was cool. ( 27:05 - 41:16 )I then jump into The Cool Report where we discuss Mr beast pilot being caught with pound of zaza… sike he was more of a contestant than a personal pilot. But it was a pretty interesting story to indulge in. Then we get into more NYC laws, where the governor finds it more important to care about parental tittles instead of all the real NY problems. Utilities is high, cost of living is high, gas is high, but dear lord let us figure out the new parental titles. Then we get into cyber bullying of a great celeb, we shall not give Elmo slander in my podcast network. ( 41:17 - 01:01:21 )We then step into a segment where the listeners ask me 3 questions about myself or just randomness. A character wants to know if i standing on not taking down studs, and they were grossly mistaken. They's them don't start a chance with I. Another character wants to know with which latino i identify with and i am off brown, like a taupe or tan. Then we get a character asking is it okay to love a sport more than your wife and i say f yes. Love when the ball is in your court( 01:01:22 - 01:14:33 )Then we have 2 fans ask us a questions for PTL where we get asked the tough questions where we place ourselves in their shoes. A lover submits a question thats not a question, it more of a statement against the big people community. They just submitted a question that was all about violence. Another lover wants to know why they always keep making fun of his partners age difference. My suggestion is take them out to the park before the sun raises and no one would notice.( 01:14:34 - 01:24:12 )THE FINThanks to everyone that shows us love and wish y'all the best on the journey called life.( 01:24:13- 01:26:18 )please continue to like, share, comment and subscribe. Also check out my friend @acgwipeout on youtube and instagram.PEACE OUT!!!! For questions to be answered on Part time lover please email @nospecialcharacterspod@gmail.comTIME CODEINTRO/ WHAT'S NEW - 00:00MOVIE REVIEW - 27:05THE COOL REPORT - 41:17ASK ME A QUESTION - 01:01:22PART TIME LOVER - 01:14:34OUTRO - 01:24:13
The Real Estate Roundtable with Jackie Ruddy, Century 21 Jack Ruddy Real Estate
Dear Home Sellers, Please do not shut off your utilities before closing. Don't even think about it. You might think it's a good idea and that'll save you money but it's one of the worst things you can possibly do. It can kill a deal. This and more on the Real Estate Roundtable.
Rassegna stampa economico-finanziaria del 5 Giugno 2026, strutturata per macro-temi e basata sulle principali testate giornalistiche nazionali.Principali fonti: Il Sole 24 Ore, Milano Finanza, Corriere della Sera, La Repubblica, La Stampa, Il Messaggero, Avvenire, Italia OggiInvestimenti, Mercati e FinanzaTestate: Il Sole 24 Ore, Milano Finanza, Repubblica, La Stampa, Tempo Borsa Italiana: CDP apre al dialogo con Euronext, ma resta il tema Golden PowerCassa Depositi e Prestiti, attraverso l'amministratore delegato Dario Scannapieco, apre alla possibilità di una soluzione negoziata sul controllo e sulla governance di Borsa Italiana. Tuttavia viene ribadito che il Governo mantiene la possibilità di esercitare il Golden Power qualora emergessero rischi strategici per l'infrastruttura finanziaria nazionale.L'elemento rilevante per il mercato non è soltanto societario: il dossier rappresenta un banco di prova per il presidio italiano sugli asset finanziari strategici e potrebbe influenzare i futuri equilibri nel settore delle infrastrutture di mercato europee.ABI-Atlas: banche e imprese convivono con l'incertezza permanenteL'Associazione Bancaria Italiana evidenzia come l'incertezza geopolitica sia ormai diventata una variabile strutturale e non più episodica. Le banche stanno progressivamente integrando nei propri modelli di valutazione fattori quali conflitti regionali, tensioni commerciali e sicurezza energetica.Per il credito alle imprese ciò significa maggiore attenzione alla resilienza dei modelli di business, alla diversificazione geografica e alla sostenibilità finanziaria nel lungo periodo.Industria, Infrastrutture e CompetitivitàTestate: Corriere della Sera, Repubblica, La Stampa, MessaggeroMontezemolo: servono più concorrenza e investimenti europeiLuca Cordero di Montezemolo rilancia il tema della competitività europea sostenendo la necessità di una maggiore apertura dei mercati ferroviari continentali.Il piano industriale di Italo prevede 3,6 miliardi di euro di investimenti, segnale di una domanda ancora robusta nel trasporto ad alta velocità e di una fiducia di lungo periodo nelle infrastrutture italiane.Acciaio: allarme OCSE sull'espansione cineseL'OCSE denuncia una crescita della capacità produttiva cinese che continua a generare squilibri globali.Secondo le stime riportate:la Cina rappresenta circa il 54% della produzione mondiale di acciaio;la capacità produttiva cinese ha superato i 2 miliardi di tonnellate;l'Europa continua a perdere quote di mercato sotto la pressione dei prezzi sostenuti dai sussidi pubblici cinesi.Per l'industria europea il rischio è un ulteriore indebolimento della competitività manifatturiera, soprattutto nei comparti ad alta intensità energetica. Agricoltura: erogati 10 miliardi nel 2025Il Messaggero evidenzia che nel corso del 2025 sono stati distribuiti al settore agricolo italiano 10 miliardi di euro di sostegni e contributi.Il dato conferma il peso strategico della filiera agroalimentare, che continua a rappresentare uno dei pilastri dell'export nazionale.Fisco, Normativa e Politiche EconomicheTestate: Il Sole 24 Ore, Corriere della Sera, Avvenire, La Stampa, Italia OggiAccise carburanti: il conto per lo Stato si avvicina a 2 miliardiIl Governo sta valutando nuovi interventi sulle accise per contenere gli effetti del rialzo energetico.Secondo le stime riportate:il costo complessivo delle misure sfiora 2 miliardi di euro;un eventuale blocco degli interventi potrebbe determinare rincari alla pompa nell'ordine di diversi centesimi per litro.La discussione si intreccia con i margini di flessibilità concessi dalle nuove regole fiscali europee.Partite IVA: la Flat Tax entra nel Testo UnicoIl Sole 24 Ore segnala l'inserimento organico della Flat Tax nel nuovo Testo Unico tributario.Tra le novità:sistematizzazione della disciplina per le partite IVA;introduzione di una sezione dedicata alla Global Minimum Tax;maggiore coordinamento delle norme fiscali internazionali.Si tratta di un intervento che punta a dare maggiore certezza normativa a professionisti e imprese.Energia, Utilities e GeopoliticaTestate: Corriere della Sera, Repubblica, La Stampa, Messaggero, DomaniNucleare: cresce il consenso nel PaeseLa notizia economica più rilevante della giornata riguarda il ritorno del nucleare nel dibattito industriale italiano.I dati emersi dalle diverse testate indicano:59% degli italiani favorevole al ritorno dell'energia nucleare;il Governo punta sugli SMR (Small Modular Reactors);prime applicazioni industriali ipotizzate nella prossima decade;tempi stimati di circa 10 anni per una prima centrale operativa sul territorio nazionale.Il ministro Pichetto Fratin sottolinea inoltre che risultano bloccati circa 150 GW di progetti da fonti rinnovabili a causa di iter autorizzativi e vincoli territoriali.Hormuz e Medio Oriente: rischio ancora elevatoLe tensioni tra Iran, Libano e Israele continuano a rappresentare il principale fattore di instabilità energetica globale.Le analisi pubblicate evidenziano:il ruolo strategico dello Stretto di Hormuz per il commercio mondiale di petrolio;il rischio di nuove pressioni sui prezzi energetici;la fragilità della tregua in Libano dopo il rifiuto di Hezbollah dell'intesa proposta.Per l'Europa la questione resta cruciale perché energia e inflazione continuano a essere strettamente collegate.Visco: imparare dalla crisi energetica del 1973L'ex governatore della Banca d'Italia richiama l'attenzione sull'efficienza energetica.Il messaggio centrale è che la competitività europea non dipenderà soltanto dalla disponibilità di nuove fonti, ma anche dalla capacità di ridurre sprechi e consumi improduttivi.Innovazione, Tecnologia e Intelligenza ArtificialeTestate: La Stampa, Milano Finanza, Il Giornale, EspressoL'AI diventa infrastruttura industrialeDiverse testate convergono sul tema della crescente domanda energetica e infrastrutturale legata all'intelligenza artificiale.Emergono alcuni elementi chiave:i data center stanno assumendo consumi paragonabili a quelli di intere città;cresce la necessità di investimenti in reti elettriche e capacità produttiva;il tema della formazione delle competenze diventa prioritario.Milano Finanza parla di "intelligenza ibrida", sottolineando come il vantaggio competitivo deriverà dall'integrazione tra capacità umana e algoritmi, non dalla sostituzione del capitale umano.Formazione digitale: la vera sfidaUniversità, istituzioni e imprese convergono sulla necessità di sviluppare competenze critiche e manageriali per governare la trasformazione tecnologica.Il focus si sposta quindi dagli strumenti alla capacità delle organizzazioni di utilizzarli efficacemente.Lavoro, Professioni e WelfareTestate: Il Sole 24 Ore, Repubblica, Italia Oggi Professionisti e contrasto al riciclaggioIl Sole 24 Ore richiama l'attenzione sul ruolo crescente di consulenti, professionisti e intermediari nei sistemi di prevenzione del riciclaggio.L'evoluzione delle organizzazioni criminali sta portando a modelli finanziari più sofisticati, che richiedono competenze sempre più elevate in ambito compliance e controllo.Dirigenti a termine: stop ai rinnovi reiteratiLa Cassazione interviene sugli incarichi dirigenziali a tempo determinato, limitando il ricorso a rinnovi successivi privi di adeguata motivazione.Una decisione che potrebbe avere effetti significativi sulla gestione delle risorse umane nel settore pubblico.
One Sector Is Driving Everything The S&P 500 continues to make new highs, but the story beneath the surface is far different. Technology and semiconductors have become the dominant force behind market performance, creating a widening gap between the S&P 500 and nearly every other major sector and factor. In today's pre-market update, we compare the S&P 500 to Momentum, Value, Quality, Energy, Healthcare, Utilities, Materials, and Technology. The results reveal just how concentrated market leadership has become and why many diversified portfolios may appear to be lagging despite owning fundamentally strong companies. We also discuss the risks of performance-chasing, why semiconductor stocks have become such a large part of the index, and what investors should expect when market leadership eventually rotates into other sectors. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer --- Watch the Video version of this report on our YouTube channel: https://youtu.be/mRXYN5YlgdI --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ --- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo --- * REGISTER for our next Dynamic Learning Series presentation, "A SimpleVisor Tutorial," Thursday, June 4, 2025 at Noon: https://streamyard.com/watch/MwairsimgmnS --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #SP500 #Semiconductors #StockMarket #Investing #MarketOutlook
THE STORM THAT BROKE THE BOOM: THE GREAT MIAMI HURRICANE OF 1926Weather With Enthusiasm | Kol Simcha Productions━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━EPISODE SUMMARYOn the morning of September 18, 1926, a Category 4 hurricane made landfall near Perrine, Florida — just fifteen miles south of downtown Miami — and changed American history. The storm caught a booming, unprepared city almost entirely by surprise, killing hundreds, displacing tens of thousands, and delivering the final blow to the greatest real estate speculation in American history: the Florida Land Boom.This episode tells the full story: the storm's origin in the central Atlantic, the catastrophic failure of the warning system, the deadly lull of the eye, the destruction in Miami and Moore Haven, the economic collapse that followed — and why this hurricane still matters today.━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━KEY FACTSMETEOROLOGICAL DETAILS• Storm type: Classic Cape Verde hurricane• Formed: September 11, 1926, central Atlantic Ocean• Category at landfall: 4 (Saffir-Simpson scale)• Peak sustained winds: 150 mph (September 16, 1926)• Winds at Miami landfall: 145 mph• Recorded wind speed: 128 mph from the east/southeast at 7:30 a.m.; anemometer blew away at 8:12 a.m. while registering 120 mph; estimated peak 140–150 mph• Barometric pressure at Miami: 27.61 inches (minimum recorded)• Landfall location: Near Perrine, Florida (15 miles south of downtown Miami)• Landfall date/time: Before 12:00 UTC, September 18, 1926• Radius of storm: Approximately 60 miles wide at landfall; outermost closed isobar 375 miles acrossSTORM SURGE• Coconut Grove: 14–15 feet• Dinner Key: 11.7 feet• Miami Beach and barrier islands: 10-foot surge• Moore Haven (Lake Okeechobee): 13–15 feet of water after dike breach• MacArthur Causeway: submerged under 6 feet of waterTIMELINE• September 11: Storm forms in central Atlantic• September 15–16: Passes north of Virgin Islands and Puerto Rico; reaches Category 4• September 17, noon: Miami Weather Bureau posts storm warnings (one step below hurricane)• September 17, ~11 PM: Hurricane warnings finally issued as barometer drops sharply• September 18, ~2:00 AM: Storm hits Miami Beach• September 18, ~6:30 AM: Eye passes over downtown Miami — lull of ~35 minutes• September 18, ~7:00 AM: Back wall of hurricane arrives; worst destruction begins• September 20: Second landfall near Pensacola, Florida (Category 3)• September 21: Moves into Mississippi and LouisianaDEATH TOLL AND CASUALTIES• Red Cross reported deaths: 372 (as of October 9, 1926)• Deaths in Miami alone: 114• Moore Haven deaths: At least 150 confirmed; estimates up to 300• Missing persons: More than 800 never accounted for• Total injured: Over 6,000• Total deaths across full storm path (including Pensacola/Mobile): 243+DESTRUCTION IN MIAMI AND SOUTH FLORIDA• Homes destroyed: 2,000• Homes damaged: 3,000• Homeless residents: 25,000–47,000• Every building in downtown Miami was damaged or destroyed• Collins Avenue covered in sand; lobbies of oceanfront hotels flooded• Utilities (electricity, water) cut offMOORE HAVEN DISASTER• Lake Okeechobee surge burst through earthen dikes (only 6 feet tall)• Town submerged under 13–15 feet of water• Most buildings swept off foundations• Many bodies carried into the Everglades and never recoveredECONOMIC IMPACT• Property damage (1926 dollars): $105 million (Florida alone: $75 million)• Adjusted for inflation: More than $164 billion in today's dollars• Wealth-normalized estimate (2018): $235.9 billion — the costliest U.S. hurricane on record by that measure• Estimated cost if an identical storm struck in 2005: $140–157 billion• Described by the U.S. Weather Service as "probably the most destructive storm in the history of the United States"• Delivered the final blow to the Florida Land Boom; thousands of newcomers left the state• South Florida entered economic depression three years ahead of the rest of the country• Full economic recovery did not come until the 1940sLEGACY• Miami appointed its first chief building inspector, who created what became the first enforced municipal building code in the United States — later adopted by more than 5,000 U.S. cities• Florida State Legislature created the Okeechobee Flood Control District• President-elect Herbert Hoover visited; authorized cooperation with the U.S. Army Corps of Engineers for comprehensive flood control• Hurricane warning systems nationwide were overhauled• The University of Miami, which opened weeks after the storm, spent its first 15 years in financial hardship due to the boom's collapse━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━SOURCES AND FURTHER READING• NOAA / National Weather Service Miami — "Great Miami Hurricane of 1926" https://www.weather.gov/mfl/miami_hurricane• NOAA National Hurricane Center — "Hurricanes in History" https://www.nhc.noaa.gov/outreach/history/• Wikipedia — "1926 Miami hurricane" https://en.wikipedia.org/wiki/1926_Miami_hurricane• PBS American Experience — "The Hurricane of 1926" https://www.pbs.org/wgbh/americanexperience/features/miami-hurricane-1926/• Flamingo Gardens — "Eye-witness Account of the Great Hurricane of 1926" (D. L. Gregory eyewitness letter) https://flamingogardens.org/eye-witness-account-of-great-hurricane/• Florida International University — "Great Miami Hurricane of 1926" (lecture PDF) https://faculty.fiu.edu/~willough/met_4532/PDFS/HCN_LEC16&17_17.pdf• Florida Climate Center — "Hurricanes: Notable Hurricanes in Florida's History" https://climatecenter.fsu.edu/kids/topics/hurricanes/fullBOOK RECOMMENDATIONS• Barnes, J. (1998). Florida's Hurricane History. University of North Carolina Press.• Douglas, M. S. (1958). Hurricane. Rinehart and Company.• Reardon, L. F. (1926/1986 reprint). The Florida Hurricane and Disaster. Lion and Thorne Publishers.━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━HASHTAGS#WeatherWithEnthusiasm #GreatMiamiHurricane #Hurricane1926 #MiamiHistory #FloridaHistory #HurricaneHistory #ExtremWeather #NaturalDisaster #FloridaLandBoom #HistoricalHurricane #WeatherPodcast #KolSimchaProductions #MooreHaven #LakeOkeechobee #1920s #StormHistory #CapeVerdeHurricane #Category4 #SouthFloridaBecome a supporter of this podcast: https://www.spreaker.com/podcast/weather-with-enthusiasm--4911017/support.Weather with Enthusiasm is produced by Kol Simcha Productions.New episodes drop daily (B'N)— a morning forecast at 7 AM and historical deep dives Tuesdays and Thursdays. Contact: kolsimchaproductions@outlook.comHistorical content is thoroughly researched and factually verified. After it has been factually verified it often will say so in the description. Should you find any mistakes, please email kolsimchaproductions@outlook.com so we can look into it and correct it. Not affiliated with any government agency or academic institution. Presented for educational and entertainment purposes — with meaning.Support the show — exclusive bonus episodes available to subscribers for just $2/month at spreaker.com/organization/kol-simcha
The energy transition conversation focuses on what connects to the grid. Far less attention goes to whether anyone is coordinating what those assets do once connected. AI training runs swing hundreds of megawatts in seconds as GPUs checkpoint and restart a profile that looks like a generator tripping offline. At distribution level, millions of inverter-based resources create localised variability that overwhelms individual circuits even when aggregate models look healthy. The planning tools in use today were designed for neither problem.Host Bridget van Dorsten is joined by Kay Aikin, CEO and Founder of Dynamic Grid, energy engineer, grid architecture advisor to the DOE-supported GridWise Architecture Council, and contributor to the UN Environmental Program's building decarbonisation work. Kay unpacks what an AI training facility actually does to the grid with full GPU load for hours or days, then a drop to ten percent in seconds during checkpointing. She talks about how at the scale now planned, the Stargate project in Texas alone could represent ten percent of ERCOT disappearing in four seconds. The behaviour is stochastic and cannot be modelled with traditional statistical tools. At distribution level, virtual power plants responding to wholesale signals without circuit-level visibility can create competing oscillations, the kind of emergent dynamics that contributed to the Spanish grid failure.The proposed fix is an AI controller at the substation, sending price-based signals and flexible operating envelopes to large assets and VPP operators, giving them twenty-four-hour forecasts and real-time circuit visibility. Total cost: under a hundred thousand dollars installed. The reason it isn't everywhere is cost-of-service regulation. Utilities earn returns on deployed capital, so a million-dollar transformer replacement is more profitable than software that eliminates the need for it.Without new approaches, rebuilding the US distribution grid could cost up to ten trillion dollars by 2040. Kay is developing grid utilisation metrics with regulators in Maine, Virginia, and Maryland to incentivise extracting more from existing infrastructure. The episode closes on the need for distribution system operators and the affordability death spiral that looms if the structural incentives don't shift. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Utilities, contractors, equipment suppliers, and investors have a lot of questions about federal water infrastructure funding right now. How is money moving, where is it landing, and what does project activity looks like over the next few years? Bluefield's Senior Analyst Charlie Suse joins host Reese Tisdale to walk through the federal funding landscape, from State Revolving Funds (SRF) and Infrastructure Investment and Jobs Act (IIJA) deployment to the Water Infrastructure Finance and Innovation Act (WIFIA) and American Rescue Plan Act (ARPA) wind-down. The conversation covers where capital is concentrated, why deployment gaps persist, and what the next era of federal water funding realistically looks like. Key questions include: What are the primary federal funding channels for water and wastewater utilities today? What does the current SRF landscape look like? Which segments are capturing the most funding, and which are facing the longest queues? How transformational has IIJA actually been? How do WIFIA and ARPA fit into the current market? Why does a persistent gap exist between funding commitments and shovel-ready projects? What does the next era of federal water infrastructure funding realistically look like? If you enjoy listening to The Future of Water Podcast, please tell a friend or colleague, and if you haven't already, please click to follow this podcast wherever you listen. If you'd like to be informed of water market news, trends, perspectives and analysis from Bluefield Research, subscribe to Waterline, our weekly newsletter published each Wednesday. Related Research & Analysis: The State Revolving Funds Opportunity: Tracking US$140 Billion in U.S. Water Infrastructure Demand Infrastructure Investment & Jobs Act (IIJA): Tracking the Spending, Q3 2025
A number of criticial water and wastewater infrastructure projects in Clare are a step closer to coming to fruition. The Commission for Regulator of Utilities' has made a determination which provides for €13.6 million in in capital investment and operational expenditure for Uisce Éireann. It means several Clare projects will be progressed, including those already underway such as the new wastewater treatment plant in Ballyvaughan and the upgrade to the plant in Newmarket-on-Fergus, along with planned developments in Kilkee, Lahinch and Ennistymon. Uisce Éireann Director of Asset Management Sean Laffey says it ensures capacity for growth within communities while also protecting the environment.
Utilities are outpacing inflation. Governor Josh Shapiro has launched a new watchdog in PA to scrutinize the spiraling prices. Ali Velshi explains.
Preview for Later Today: Gene Marks explains how companies like Horton avoided 2025 tariff penalties by sourcing materials domestically. He highlights the importance of proactive business pivots to navigate rising costs for utilities, compensation, and general operational business insurance.1860 OYSTER STAND
Why is Wahoo growing so quickly — and what actually happens behind the scenes to make that growth possible?This week on Chamber Chat with Kate & Kat, we sit down with Theresa Klein from the Wahoo Chamber of Commerce, Economic Development Office, and Wahoo Community Foundation to talk about business development, new projects, commercial growth, community investment, and the work happening every day to help Wahoo continue moving forward.From answering calls about rental housing and business space to helping connect people with trusted local services, Theresa explains why the Chamber is often the “human hyperlink” for the community.We also dive into:• How the Wahoo Chamber has evolved since 1923• What economic development actually means• Why business recruitment and commercial space matter• The challenges of growth in small towns• Why some business projects have to stay confidential• The future of development in Wahoo• The role of the We Are Wahoo app and Wahoo Weekly• Why reliable local information matters more than ever• How the Wahoo Community Foundation supports Saunders County• Scholarships, workforce development, and investing in local students• The Friends of the Chamber program and workforce scholarship fundPlus, Theresa shares stories about helping connect residents with trusted businesses, supporting local organizations, and why community relationships still matter in a digital world.If you've ever wondered how projects happen in Wahoo, why certain announcements can't be shared immediately, or what the Chamber actually does day-to-day — this episode is for you.Listen now on YouTube, Spotify, Apple Podcasts, and wherever you stream podcasts.CHAPTERS00:00 Intro00:36 Meet Theresa Klein01:03 The Old Casey's Building & New Development Updates02:00 What the Wahoo Chamber Actually Does03:20 The History of the Wahoo Chamber of Commerce04:45 What Happens Inside the Chamber Office Every Day06:20 Helping Residents Find Trusted Local Businesses08:40 Businesses Wahoo Still Needs10:00 Recruiting Businesses & Finding Commercial Space11:40 Economic Growth & Downtown Development15:12 First Bank of Nebraska Sponsor Break15:56 Questions the Chamber Can't Always Answer17:20 Utilities, Zoning & Business Development18:30 Theresa the “Human Hyperlink”20:30 Why Human Connection Still Matters21:20 The We Are Wahoo App & Wahoo Weekly24:20 Social Media, Local News & Reliable Information25:05 Why Some Development News Stays Confidential27:30 The Real Cost & Risk of Development Projects29:55 The Wahoo Community Foundation Explained31:30 Supporting Local Projects Through Giving33:00 Scholarship Programs in Saunders County35:00 The Chamber Workforce Scholarship37:40 How to Become a Friend of the Chamber38:50 Final Thoughts & Future Wahoo Growth40:15 Outro
Equity markets are broadening, with the S&P 500 moving beyond the Magnificent Seven as AI expands into networking, fiber, memory, and even utilities. Mike Dickson says this shift is creating opportunities in overlooked sectors, including power providers benefiting from data center demand. He also highlights a widening gap in software, as Snowflake (SNOW) shows clear AI monetization while Salesforce (CRM) remains more cautious, with active managers pressed to separate true AI winners from laggards.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
VettaFi's Head of Research Todd Rosenbluth discussed the State Street Utilities Select Sector SPDR ETF (XLU) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Haroon Inam is Co-founder and CEO of DG Matrix, a company that makes the world's most compact Power Router, aggregating distributed energy for GenAI datacenters, microgrids, fleet electrification, and associated systems. As AI workloads drive unprecedented electricity demand and legacy grid infrastructure struggles to keep pace, DG Matrix has commercialized the world's first multi-port solid-state transformer to meet the energy needs. In this episode, Inam explains why transformer bottlenecks, distributed generation, and 800V DC architectures are reshaping the future of power delivery for AI infrastructure. He discusses DG Matrix's product strategy, manufacturing scale-up plans, and the role of software-defined power systems in next-generation data centers. Finally, Inam shares his take on the future of distributed microgrids and “cellular power” and how to scale power electronics manufacturing. DG Matrix recently closed a $60 million Series A led by Engine Ventures that MCJ is proud to have participated in. Episode recorded on May 13, 2026 (Published on May 26, 2026) In this episode, we cover: (00:00) Overview of DG Matrix (01:41) Introducing the Founders: Haroon Inam and Dr. Bhattacharya (05:25) How traditional grid architecture became constrained for AI workloads (09:57) Solid-state transformers (SST), multi-port systems and voltage classes (12:18) Why early SST efforts struggled economically (13:13) How DG Matrix's multi-port architecture works (16:48) Comparing DG Matrix hardware footprint to legacy power systems (20:08) Transformer shortages and data center infrastructure bottlenecks (24:27) DG Matrix's medium-voltage and low-voltage product strategies (27:55) Product rebranding and current commercial deployments (30:45) Partnerships with EPC firms, battery providers, and turbine manufacturers (34:27) Manufacturing scale-up plan and hyperscaling production (36:36) Supply chain strategy to avoid rare earth dependencies (38:16) Reliability engineering and software-defined power systems (43:47) DG Matrix's go-to-market and hybrid hardware/software business model (46:36) The vision for distributed “cellular power” (48:14) Utilities, microgrids, and the future of interconnected distributed infrastructure Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at info@mcj.vc.Connect with MCJ:Cody Simms on LinkedInVisit mcj.vcSubscribe to the MCJ Newsletter*Editing and post-production work for this episode was provided by The Podcast Consultant
Real Estate Expert & Best-Selling Author, Gerald Lucas discusses whether landlords should always separate apartment utilities in multi-unit properties.
Buzz Solutions CEO, Kaitlyn Albertoli, breaks down how AI's rapid growth is creating a massive energy demand and putting pressure on utilities and regulators. She also explains why data centers are becoming the bottleneck of energy demand, how technology will play a key role in adapting the grid for the future, and the next phase of the AI buildout. Buzz Solutions CEO, Kaitlyn Albertoli, breaks down how AI's rapid growth is creating a massive energy demand and putting pressure on utilities and regulators. She also explains why data centers are becoming the bottleneck of energy demand, how technology will play a key role in adapting the grid for the future, and the next phase of the AI buildout.
The ability to double grid capacity is here today, ready to work in existing transmission corridors. Get grounded in advanced reconductoring options in this episode with Zach Zimmerman from the AMP Coalition and Theodore Paradise, Chief Policy and Grid Strategy Office at CTC Global. They explain how advanced conductors can move more energy using existing poles and corridors or boost capacity of new projects. Utilities and grid operators can reduce grid expansion timelines, lower costs compared with new transmission builds, and even improve affordability. Listen in to this "technology whose time has come."
The era of stagnant electricity demand in the US is over. Data centres, electrification, and reshoring of manufacturing are driving a surge in demand that is stronger that anything that anyone currently working in the industry has yet seen in their professional lifetimes. The question of which market and regulatory structures are needed to respond to this new and fast-changing world is now at the centre of the policy debate.Host Ed Crooks is joined by Drew Maloney, President and CEO of the Edison Electric Institute, the trade body representing America's investor-owned utilities, which together serve more than 70 per cent of the US population. Drew argues that the current moment is exposing a fundamental divide in the US power system: vertically integrated, regulated utilities can plan generation, transmission, and distribution over 20-year horizons, while competitive markets like PJM are struggling to send the investment signals needed to get new power plants built.The conversation starts with one of the hottest topics in US politics: affordability and household electricity bills. There are some misconceptions about electricity bills that have gained traction with the American public. Drew points to EEI research showing that 34 states have kept increases in electricity rates below general consumer price inflation over the past five years. And he adds that the states where prices are rising fastest tend to be in deregulated markets, where capacity costs are climbing but no new generation is being built.Ed draws on the Lawrence Berkeley National Laboratory's 2025 study of electricity bills and data centres (You can read that study here.). That study found that demand growth alone did not explain rising bills, and that the drivers vary significantly by region, from wildfire mitigation costs in California to capacity market dynamics in PJM and New England.They move on to another hot topic in the industry today: whether data centres and other large loads should go “off grid” and rely entirely on local on-site generation. Drew pushes back against the narrative that this model is now becoming widespread, arguing there is more talk than action. Building duplicative generation to create “five nines” reliability for a data centre is expensive, and can still be unreliable without grid backup. It also pulls investment and workforce away from the shared infrastructure that benefits all customers. Most data centres want grid access, even if some are pursuing hybrid approaches in the interim until their hook-ups to the network can be connected.The episode also covers FERC Chairman Laura Swett's emerging approach to market intervention, the prospects for bipartisan permitting reform in Congress, and the ratepayer protection plan brokered between the White House and the major hyperscalers. Drew closes with an optimistic long view: the current moment, though it needs careful management, could be an opportunity to transform the US grid for the better.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Plus: President Trump drops a lawsuit against the IRS as the Justice Department announces a $1.8 billion fund to compensate people who claim the DOJ victimized them. And U.S. airstrikes in Nigeria kill 20 Islamic State fighters. Alex Ossola hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Learn more about your ad choices. Visit megaphone.fm/adchoices
Water utilities are quietly strengthening the “immune system” of our water infrastructure, using compliance programs and technology to prevent pollution, protect drinking water, and reduce sewer overflows before they happen. In this episode, Mick O'Dwyer of SwiftComply shares how his journey from wastewater engineer in Dublin to tech founder led to building software that modernizes programs for backflow, pretreatment, and FOG (fats, oils, and grease).He explains how outdated, paper-heavy systems—once generating hundreds of thousands of documents—are being replaced with digital workflows that free up inspectors to focus on real environmental outcomes. The conversation highlights how improving compliance isn't about enforcement alone, but about making it easier for businesses that want to do the right thing through better communication and smarter systems. Utilities are already seeing results: higher inspection rates, fewer sewer overflows, and stronger protection of infrastructure and waterways. With aging infrastructure, workforce turnover, and new regulatory pressures mounting, O'Dwyer points to a future where data and AI enable predictive compliance—identifying risks before failures occur. The goal: less reactive firefighting, more proactive protection of communities and the environment.waterloop is a nonprofit news outlet exploring solutions for water sustainability.
QUOTES from the episode: "Utilities are no longer just incentive providers. They are becoming design partners." "High performance is not a luxury in affordable housing. It is a necessity for predictable living costs." "If you want this to scale, it starts with early coordination and shared goals." In this episode of RESTalk, we head to Tempe, Arizona, where extreme heat, rising energy costs, and housing needs are converging, and where a standout project is redefining what ENERGY STAR Multifamily New Construction can look like in a hot, dry climate. Bill is joined by Rebecca Smout of Salt River Project (SRP), Joe Keeper of Copa Health, and Jacob Alvarez of Desert Skies Energy to unpack the story behind La Victoria Commons, an ENERGY STAR–certified multifamily development designed with both performance and people in mind. At the center of the conversation is a powerful idea: utilities are no longer just incentive providers; they are becoming design partners. Through early collaboration, flexible program design, and deep involvement from HERS® raters, this project demonstrates how technical rigor and cost awareness can coexist. The team walks through how early modeling, integrated design, and verification helped align multiple programs and certifications while still delivering a practical, buildable project. But the real impact shows up at the resident level. As Joe explains, high-performance construction is not just about energy savings; it is about creating predictable, manageable utility costs for families in affordable housing. Combined with transit access, EV infrastructure, and community services, La Victoria Commons becomes more than a development. It becomes a replicable blueprint for housing equity and market transformation in some of the most demanding climates in the country. Rebecca's LinkedIn: https://www.linkedin.com/in/rebecca-smout-31a08644/ SRP: https://www.srpnet.com/ Jacob's LinkedIn: https://www.linkedin.com/in/jacob-alvarez125/ Desert Skies: https://desertskiesenergy.com/ Joe's LinkedIn: https://www.linkedin.com/in/joe-keeper-183aa13ab/ https://copahealth.org/ LaVictoria Commons in the news: https://www.tempe.gov/Home/Components/News/News/18749/ To the RESNET® community, we hear you and want to engage. Learn more at www.RESNET.us. For more info on this topic, contact RESNET at INFO@RESNET.US
The New Orleans City Council approved a plan by Delta Utilities to help with bills this coming winter. And they're trying to address what's going on with the clerk of court in the city. Councilmember Aimee McCarron joins us to break it all down.
This week, we explore the stories behind some of the market's most misunderstood concepts—from the medieval origins of the word “hedge” to the rise of modern hedge funds and the risk-management strategies that still shape Wall Street today. We also break down the often-confused difference between bond coupon rates and yield to maturity, explaining why the price you pay for a bond can matter just as much as the interest it pays.Plus, we discuss an important estate-planning rule that could allow heirs to inherit a home and keep the existing mortgage without being forced to refinance, answer a listener question on whether Water ETFs offer a smart way to invest in long-term water scarcity and AI-driven infrastructure demand, and examine the growing disconnect between weak consumer sentiment and a stock market pushing back toward record highs.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks — May 9, 2026 | Season 40, Episode 19Timestamps and Chapters8:44: Etymology of “Hedge” in Hedge Fund16:44: Income vs. Return: Understanding Bond Math27:20: The Rule That Lets You Keep the House—and the Loan33:23 Will Water ETFs Make a Good Long-Term Investment?37:31: Why Is Everyone Bearish While the Market Rallies?Follow Henssler: Facebook: https://www.facebook.com/HensslerFinancial/ YouTube: https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.See important disclosures at Henssler.com
What happens when massive AI data centers demand more electricity than entire regions can produce? Today, sit down with utilities expert and former Wisconsin Public Service Commissioner Dan Eastman to expose the alarming reality behind the sudden, desperate stampede to build massive AI data centers across rural America. In this deep dive, Dan debunks the widespread myth that these tech giants can generate their own power, revealing how the current electrical grid was never designed for the staggering multi-gigawatt energy demands that threaten to overwhelm local utilities. We break down the aggressive zoning lawfare used against local towns, the impossible promises of "small nuclear reactors," and the devastating environmental impacts — from deafening noise pollution to the draining of local water supplies. Why are these trillion-dollar companies targeting small farming communities instead of utilizing vacant industrial zones? Discover the truth behind the push for cloud-based surveillance tech, why these facilities may be obsolete in five years, and how grassroots movements are successfully fighting back. Learn more about your ad choices. Visit megaphone.fm/adchoices
Retirement Lifestyle Show with Roshan Loungani, Erik Olson & Adrian Nicholson
Summary: This episode explores the complex and dangerous phenomenon of stagflation — the toxic combination of rising inflation, slowing economic growth, and a tough labor market. The hosts break down the historical context of the 1970s stagflation crisis, examines current economic indicators and risks, and explains how stagflation impacts households, businesses, and retirement planning. From Federal Reserve policy responses to hands-on investment strategies across energy, precious metals, consumer staples, healthcare, real estate, and inflation-protected securities, this episode gives investors and retirees the tools they need to protect theirfinancial future and navigate one of the most challenging economic environments of our time."Hashtags:stagflation, inflation, unemployment, economic growth, investment strategies, Federal Reserve, interest rates, portfolio diversification, economic history, financial planningSocial Media Description: Inflation is bad but stagflation is worse! Protect your retirement and financial future — listen now!Chapters00:00 Introduction to Stagflation01:58 Understanding Stagflation and Its Implications05:08 Historical Context: The 1970s Stagflation08:24 Impact on Households and Individuals11:34 Business Risks in a Stagflation Environment17:36 Avoiding Stagflation: Policy Recommendations21:10 Current Economic Indicators and Risks27:44 Conclusion and Future Outlook28:43 Navigating Rate Hikes and Economic Changes30:24 Investment Strategies in Stagflation31:37 Exploring Energy and Precious Metals34:27 Consumer Staples and Defensive Investments37:41 Healthcare and Utilities in Current Markets40:13 Real Estate and Dividend Stocks44:56 Inflation-Protected Securities and Commodities48:38 Identifying Risks in Current Investment Climate51:27Global Perspectives on StagflationAll opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional
In some states, 30 cents of every dollar a customer pays to their electric utility goes to the utility's shareholders' profits. How widespread is this problem and how did it happen? | Show page available: https://ilsr.org/article/energy-democracy/utility-profit-calculator-ler270/ | Listen to all of our Local Energy Rules podcast episodes at our site: https://ilsr.org/energy/local-energy-rules-podcast/ | Don't forget to subscribe, share with your friends, leave a recommendation on our podcast feeds, and join the conversation online using the #LocalEnergyRules hashtag!
Utilities are under pressure to deliver generation that is dispatchable, affordable, and clean enough to satisfy increasingly stringent environmental rules, notoriously hard to do in one asset. As renewables grow, the gas turbines and engines that have historically filled the gap come with a NOx problem, a CO2 problem, or both. Hydrogen offers a path through, but the supply isn't there yet. So what do you build today?Host Bridget van Dorsten is joined by Shannon Miller, CEO of Mainspring Energy, and Will Hazelip of National Grid Ventures, to dig into a technology most listeners haven't heard of and the first commercial hydrogen-powered deployment of it. Mainspring's 250-kilowatt linear generator is being installed at National Grid's 1,500 MW North Port facility on Long Island, in partnership with NYSERDA, the Long Island Power Authority, and Stony Brook University.Shannon explains how Mainspring redesigned the generator using the power electronics that drive solar inverters, batteries and EVs, replacing mechanical systems with software, eliminating the flame, and operating at temperatures low enough to take NOx out of the equation. An adaptive pressure cycle, software-controlled in real time, runs the same hardware on hydrogen, compressed natural gas, biogas, propane or blends, with no hardware change. The 250 kW form factor matters too: efficiency holds across the full load range, fleet redundancy replaces single-asset reliability risk, and deployment is a concrete pad plus electrical and fuel hookups rather than a multi-year build.Will frames the project against the regulatory backdrop. Long Island sits in a non-attainment zone for NOx, and New York's path to a carbon-free grid requires what the state calls a dispatchable emissions-free resource. The unit will run for 12 months on green hydrogen and on compressed natural gas, with Stony Brook measuring emissions and efficiency, NYSERDA watching for regulatory design, and National Grid building operational experience for the rest of its ageing fleet.The economic case rests on the alternative. New-build hydrogen-capable gas turbines run $3,500–$4,000/kW on capex (per Wood Mackenzie), with delivered power costs reaching $300–$900/MWh once hydrogen is layered in. Shannon's point is that committing to a single-fuel turbine only pays off if the fuel actually arrives at the scale and price you assumed. With hydrogen supply uncertain, that's a stranded-asset risk linear generators avoid by running on whatever fuel is available today. Will adds the carbon-market angle saying that as carbon pricing develops, real-time fuel switching becomes an optimisation lever, not just a hedge.Then there's the supply reality. Total US hydrogen production today isn't enough to fuel a single 500 MW power plant, and with 45V tax credit requirements tightening and federal climate policy in flux, the gap between hydrogen ambition and supply isn't closing fast. Will's suggests starting with the fuels that exist today and scale into hydrogen as supply grows.The episode closes on demand. Mainspring's factory produces 325 MW a year today and can roughly double in 12–15 months, with pull from industrial customers, data centres and AI infrastructure, and utilities at once, driven by the same problem: nobody can get power fast enough.This episode is sponsored by GridBeyond. Energy asset owners face a critical challenge: how to optimize performance and drive new revenue in competitive, fast-moving markets. GridBeyond solves this through AI-powered forecasting, energy trading and optimization. GridBeyond's platform delivers: Precision forecasting to anticipate market opportunities Intelligent market access across multiple revenue streams Real-time control that responds instantly to market conditions Optimization that combines AI insights with expert oversight Whether you're managing batteries, gas peakers, hybrid sites, or complex multi-asset portfolios, GridBeyond helps you turn assets into high-performance revenue machines. The proven platform has helped businesses across the energy sector maximize returns and accelerate their energy transition. Want to learn more? Visit go.gridbeyond.com/recharged https://go.gridbeyond.com/recharged See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Virtual power plants (VPPs) are entering a new phase. Utilities and regulators are moving beyond pilot programs and enrollment metrics toward dispatchable distributed capacity that can reliably support the grid. At the same time, new policy frameworks, funding mechanisms, and technology capabilities are accelerating deployment. In this episode, leaders from Tesla (Kevin Joyce), Virtual Peaker (Jeff Quigley) and Ohm Analytics (Madeline Turner) explore how DERs, and especially storage, are being deployed at scale to provide fast, flexible capacity. They discuss the way these systems are already reducing pressures on costs, improving reliability and helping utilities respond to quickly shifting conditions.
U.S. utilities are navigating a rapidly evolving threat environment shaped by unprecedented load growth, increasingly sophisticated cyberattacks, and the growing overlap between cyber and physical risks. In this episode of Schweitzer Drive, guest host Frank Harrill, vice president of security at SEL, speaks with Sharla Artz, security and resilience policy area vice president at Xcel Energy. The discussion explores how AI, data centers, and the electrification of everything are changing the risk profile for utilities—and how technology and policy are evolving to keep pace with emerging threats.
The AI infrastructure buildout has a gating problem, and it isn't megawatts. It's certainty of delivery. In this episode, Data Center Frontier Editor-in-Chief Matt Vincent sits down with Jim Summers, CEO of GPC Infrastructure, to examine what large-scale power delivery actually requires in today's market. Summers argues that hyperscalers are no longer shopping for energy. They're buying speed to market, guaranteed timelines, and risk transfer. Utilities, hamstrung by interconnection queues and uncertain delivery dates, increasingly can't provide those things. The conversation covers the full picture: why on-site natural gas has moved from bridge solution to permanent architectural layer, how battery systems have become essential infrastructure for managing AI's volatile load profiles, and what the supply chain — not energy policy — now governs project timelines. Summers also walks through GPC's mobile PPA structure, designed to give operators long-term cost amortization without locking equipment in place, and makes the case that waste heat capture will eventually become standard practice. The broader theme is risk. On-site generation shifts capital and operational responsibility to the developer. But it also hands them something utilities can't offer: direct control over their cost exposure, in a commodity market that is liquid and hedgeable. Power in the AI era, Summers concludes, is no longer a utility assumption. It is a negotiated outcome.
In this episode of Gimme Some Truth, we explore the massive shift happening in the markets. For over a decade, Growth stocks have dominated, but Artificial Intelligence might be the very catalyst that brings Value Investing back to the forefront.We break down the "AI Build-out" and why sectors typically labeled as "Value"—like Energy, Utilities, and Industrials—are becoming the backbone of the AI revolution. If you are worried about S&P 500 concentration risk and being too heavy in Big Tech, this episode is a must-watch.What we cover in this episode:- The Growth vs. Value Trade: Why the tide is turning after 15 years.- AI Disruption: How AI is actually challenging the valuation of traditional growth companies.- Concentration Risk: The dangers of a tech-heavy portfolio in today's market.- The AI Infrastructure Play: Which value sectors stand to gain the most from the AI build-out.- Market History: Lessons from past bubbles (2000, 2008) and how they apply to the AI boom.Don't let recency bias dictate your strategy. We discuss why now is the time to review your portfolio and ensure you aren't over-exposed to a single trade.
In episode 219, we analysed the relationship between hyperscalers and US utilities from the hyperscaler perspective. To complete the picture, we revisit the debate from the utility's point of view.Gerard and Laurent welcome Rajiv Bajaj, VP of Solutions Sales at Constellation, to understand how utilities approach this rapidly evolving landscape. Spun out of Exelon a few years ago, Constellation was initially seen as the “ugly duckling,” but it was sitting on a major advantage: a large nuclear fleet. What was considered a liability in the 2010s has become a strategic asset as hyperscalers search for clean, reliable 24/7 power.The acquisition of Calpine and its large CCGT fleet turned Constellation into the largest US utility in terms of capacity, with around 60 GW (half nuclear, half gas) and roughly 200 TWh of annual generation—placing the company at the centre of discussions with hyperscalers and data centre developers.Constellation's approach remains cautious. The company is only gradually moving into batteries, is bullish on demand response following the surge in PJM capacity prices and is exploring upgrades to its nuclear fleet while remaining sceptical about. Geothermal. where the Company is active, is attractive but seen as difficult to scale.The overall picture is one of disciplined conservatism. Constellation cannot easily be pushed by aggressive data centre developers because it already has the right generation mix at the right time. Its core objective is simple: maximise fleet load factors and sell MWh at the highest possible price. Gas assets operate in the mid-merit order with strong spark spreads, while nuclear requires higher long-term prices to justify further investment, as illustrated by the Microsoft-supported Three Mile Island restart.With around 90% of its capacity built in the 20th century, Constellation is focused on upgrading and optimising its existing fleet rather than pursuing large-scale expansion. For hyperscalers, understanding this mindset is key when engaging with utilities.
This week, coal power can be expensive. Utilities run coal-fired power plants harder in the winter and summer when demand is high. Also, two films made in West Virginia shot to the top of Netflix's streaming charts. The state wants to encourage even more movies to be made in West Virginia by helping keep production costs down. And an Eastern Kentucky pharmacist serves vegan food for the holidays.You'll hear these stories and more this week, Inside Appalachia.
Today, we return to the European energy markets, in particular power. How has European power demand fared since COVID and Russia's invasion of Ukraine? What has that done to power markets themselves and the energy mix? And just as European power demand was starting to pick backup, has Israel and the US's attack on Iran upended it? And what has all this volatility meant for power traders and European energy traders more broadly? Our guest is Xavier Veillard, Partner at McKinsey in part of their global energy practice and their lead for power trading. For related content and to find out more about HC Group, a search firm dedicated to the energy & commodities sector, visit https://www.hcgroup.global
The National Security Hour with LTC Sargis Sangari – We must be blunt. Destroying electricity, water processing, and refinery capability is not a surgical policy. Electricity runs hospitals, clean water, food processing, and fuel exports. When that infrastructure collapses, an entire nation collapses. Absent a clear plan for who will govern and rebuild, we risk turning victory into a prolonged catastrophe for...