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Katie Stockton, founder and managing partner at Fairlead Strategies, joins us for her quarterly technical outlook on markets, sectors, and asset classes. In this episode, Katie breaks down what her indicators are showing for equities, discusses the implications of new DeMark signals on the S&P 500 and Nasdaq, and explores opportunities across sectors like healthcare, utilities, and energy. She also analyzes key macro charts including gold, oil, Treasury yields, and the dollar, and explains how investors can use technical analysis to manage risk and identify trends heading into year-end.Main topics covered:• The current technical setup for the S&P 500 and how Katie reads market momentum• The role of moving averages, MACD, and DeMark indicators in her process• Breadth, sentiment, and seasonal factors influencing market direction• Why the AI and tech rally may be entering a more selective phase• Sector analysis: healthcare, utilities, energy, and consumer staples• Trends in financials and what's driving sector rotations• Overview of the Fairlead Tactical Sector ETF (TACK) and its positioning• The broadening theme, mega-cap leadership, and market concentration• Technical outlooks for gold, oil, Treasury yields, and the dollar• How correlations between bonds and equities are evolving• Key risk metrics Katie is watching into year-endTimestamps:00:00 Introduction and S&P 500 setup04:15 How Katie uses key technical indicators07:00 Reading trend strength through moving averages10:00 Balancing short- and long-term signals12:00 Seasonality and sentiment in the current market15:00 DeMark sell signals on the S&P and Nasdaq18:30 What a correction could mean for the AI trade20:20 Sector rotation and using technicals for allocation23:30 Opportunities in healthcare and energy25:30 Utilities and countertrend setups27:20 Consumer staples and defensive positioning29:00 Financials and recent weakness31:00 Inside the TACK ETF and its strategy34:10 Market breadth and mega-cap concentration37:00 Gold's breakout and sell discipline using technicals41:00 Oil's setup and resistance levels43:15 10-year Treasury yield analysis46:20 The dollar index and its key levels48:15 Relationship between stocks and bonds51:10 Final takeaways and closing
Today we were thrilled to host Julien Dumoulin-Smith, Managing Director of U.S. Power, Utilities, and Clean Energy Research at Jefferies. Julien joined the firm in July 2024 after serving as a Senior Research Analyst at Bank of America Merrill Lynch and as an Executive Director at UBS. He holds an MBA and a B.S. in Applied Mathematics from Columbia University. Institutional Investor magazine has ranked Julien as a #1 double-ranked analyst in both Utilities and Alternative/Clean Energy, and he was inducted into the II Hall of Fame for his cumulative accomplishments. It was our pleasure to welcome Julien to our office and hear his thoughtful perspectives on the ever-evolving energy and power landscape. In our discussion, we explore Julien's coverage universe, which he describes as “the full electron and derivatives landscape” spanning utilities, IPPs, renewables, gas plants, industrial adjacencies, and service providers. We discuss the influx of new investors entering power and utilities, Julien's observation that the biggest surprise isn't data center proliferation, but rather how tech companies are paying premiums for power to secure supply, and how utilities once seen as “defensive” are now showing growth characteristics. We touch on the tension between tech companies' need for rapid, large-scale power and their reluctance to become capital-intensive or FERC-regulated, why we're not seeing more long-term offtakes with existing power plants and how state level politics play into it, and how legacy players, new entrants, and regulators are all adapting to a power market being reshaped by AI demand, infrastructure bottlenecks, and novel deal structures. Julien shares that rising inflation across the economy is showing up in utility bills and expresses concern that LNG developers or data centers could be scapegoated for higher gas and power prices. He highlights the parabolic rise in the value of capacity and reliability, the drivers of power inflation including turbine shortages and rising capital costs, whether utilities are properly incentivized to control costs, the role of demand-response mechanisms, and how regulatory and state-level actions are shaping markets. We cover power market scenarios for high and low demand cases, the role of innovation in batteries, fuel cells, and other technologies, and the tension between patching existing systems versus building large-scale infrastructure. We also discuss constraints on ramping renewables, the growing influence of behind-the-meter power, implications for Q3 earnings, and much more. We covered a lot of territory and greatly enjoyed the conversation. To be added to Julien's research distribution list, click here. To start the show, Mike Bradley noted that markets continue to be mostly focused on the U.S. Government shutdown. The 10-year bond yield continues to trade sideways at ~4.1% with economic reports on pause until the government reopens. Internationally, Japan's Liberal Democratic Party elected Sanae Takaichi (who is viewed as fiscally expansionary), which some believe increases the risk of an unwind of the long-standing Yen carry trade. The S&P 500 is up roughly 80bps since the government shutdown, with Healthcare and Technology outperforming. He highlighted AMD's chip deal with OpenAI, which added roughly $70B in market cap, and Oracle's pullback on AI cloud margin concerns. On the crude oil market front, WTI price has increased modestly this week due to OPEC+ announcing a smaller than expected ~135kbpd oil production increase for November. While this could widen the 2026 surplus, traders are weighing when and how prices might react amid limited OPEC spare capacity. On the energy equity front, he pointed out FERMI America's strong IPO debut and continued investor enthusiasm for electricity generation. He ended by flagging the upcoming Rockpoint Gas Storage IPO (280bcf in Canada &
Have no doubt, decisions are being made to initiate another global conflict. In the post Assad era, Syrian violence is heating up during their first elections. Only carefully selected electors are voting. Who is guiding and funding the factions? Minorities, women and others are excluded. Many predict an ugly end. The secretive, isolated Druse are part of the fabric. Most Syrians are not even voting. Next is a new parlement and no changes. Some voices are not easily ignored. The strategic Golan Heights. This is how Hamas took over Palestine. In war, truth is buried under layers of deception. But it's the women and children who suffer most. Chanting to kill them all is beneath us. He sees everything, and this is not OK. Patronage means people stay loyal. Starvation works when you attack supply chains. Currency systems are choke points. The global order manufactures dependencies. We are all prompts. Obedience is instinctive. Who controls your country? It's not the politicians, but a soft invisible leash. Contract, municipal suppliers, grid officials and administrators. Scale it out and consider your cities. Utilities are leverage. Self respect is easy to lose. Until we learn to live without a leash, we will never be able to control it.
GDP Script/ Top Stories for October 4th Publish Date: October 4th PRE-ROLL: From the BG AD Group Studio Welcome to the Gwinnett Daily Post Podcast. Today is Saturday, October 4th and Happy Birthday to Jon Secada I’m Peyton Spurlock and here are your top stories presented by Gwinnett KIA Mall of Georgia. Central Gwinnett High teacher earns national award Gwinnett tops national mean score on SAT, but trails most metro neighbors Housing Matters: Rainbow Village breaks ground on expansion All of this and more is coming up on the Gwinnett Daily Post podcast, and if you are looking for community news, we encourage you to listen daily and subscribe! Break 1: 07.14.22 KIA MOG STORY 1: Central Gwinnett High teacher earns national award The Health Occupation Students of America (HOSA) just gave Amanda Baker, a health science teacher at Central Gwinnett High, the Goodheart-Wilcox Outstanding Service Award—and honestly, it’s no surprise. For 11 years, Baker’s been the heart and soul of her HOSA chapter. Her chapter’s done it all—blood drives, parade floats, Stop the Bleed certifications, and sending students to Internationals in events like Biomedical Debate. STORY 2: Gwinnett tops national mean score on SAT, but trails most metro neighbors Gwinnett County Public Schools is celebrating its Class of 2025 SAT scores for beating the national average—1003 compared to 996—but the story’s a bit more complicated. While the district outpaced the nation, it fell short of Georgia’s state average (1029) and ranked seventh among 12 Metro RESA districts. Schools like Decatur City (1181) and Forsyth County (1178) left Gwinnett in the dust. Interim Superintendent Dr. Al Taylor remains optimistic. Bright spots? GSMST (1360) and North Gwinnett (1165). But some schools, like Meadowcreek (836), are struggling. STORY 3: Housing Matters: Rainbow Village breaks ground on expansion Big things are happening at Rainbow Village. On Sept. 29, they broke ground on a major campus expansion that’ll more than double their capacity to help homeless families—going from 30 transitional apartments to 66. Families who live there get more than just a roof over their heads. They learn how to budget, tackle debt, and save for the future. Utilities and internet? Covered. The $15 million project is 73% funded, but there’s still work to do. We have opportunities for sponsors to get great engagement on these shows. Call 770.874.3200 for more info. We’ll be right back Break 2: CITY OF SUGAR HILL STORY 4: Brian Snitker out as Braves' manager, will transition into advisory role After months of speculation, Brian Snitker finally made it official: he’s stepping down as Braves manager after the 2025 season. But don’t worry—he’s not going far. Starting in 2026, he’ll take on an advisory role, marking his 50th year with the organization. At 70, Snitker’s ready for a slower pace—more time with family, fewer road trips. His journey with the Braves started in 1977, thanks to Hank Aaron, who gave him his first coaching job. As the Braves prepare to find their next manager, Snitker’s legacy looms large. From consignment-store bunk beds in the minors to hoisting a championship trophy, he’s seen it all. STORY 5: Buford City Schools names District Teacher of the Year Emily Stewart, Buford Senior Academy’s media specialist, was named the 2025 District Teacher of the Year for Buford City Schools—and honestly, it’s no surprise to anyone who knows her. Stewart, who works with third through fifth graders, has turned the Media Center into something magical. It’s not just a library anymore—it’s a place where kids discover new worlds, take risks as readers, and actually *want* to read. Her Reading Challenge program? A hit. The Genre Café? Genius. Kids sampling books like they’re at a coffee shop? Who wouldn’t love that? But she doesn’t stop there. Stewart organizes school communications, helps teachers with tech, and even runs district-wide events like Books on the Bus, giving free books to families. We’ll be right back. Break 3: LILBURN DAZE STORY 6: Gwinnett Clean & Beautiful names 2025-26 Green Youth Advisory Council class Gwinnett Clean & Beautiful is kicking off another year of shaping young leaders with its Green Youth Advisory Council (GYAC) for 2025-2026. This year’s group? Twenty passionate high schoolers from 12 schools across Gwinnett County, ready to make a difference. New faces include Amari Wilson (South Gwinnett), Maansi Singh (GSMST), and Holly Spake (Brookwood), while returning members like Ananya Desai (Peachtree Ridge) and Brian Le (Brookwood) are back for more. From tackling litter to launching school programs, they’ll serve as advocates, volunteers, and innovators. Oh, and seniors? They’re eligible for a $1,000 scholarship. STORY 7: New store open at Mall of Georgia Johnston & Murphy, the classic American brand that’s been around since, well, 1850, is now open at the Mall of Georgia. You’ll find it upstairs, right across from JCPenney. Known for everything from handcrafted dress shoes to casual sneakers, polished jackets to everyday staples, Johnston & Murphy has this knack for blending timeless style with modern vibes. It’s the kind of place where you can grab a statement shoe *and* a go-to sweater in one trip. The boutique? Sleek, modern, and totally worth a visit. We’ll have closing comments after this Break 4: Ingles Markets 8 Signoff – Thanks again for hanging out with us on today’s Gwinnett Daily Post Podcast. If you enjoy these shows, we encourage you to check out our other offerings, like the Cherokee Tribune Ledger podcast, the Marietta Daily Journal, or the Community Podcast for Rockdale Newton and Morgan Counties. Read more about all our stories and get other great content at www.gwinnettdailypost.com Did you know over 50% of Americans listen to podcasts weekly? Giving you important news about our community and telling great stories are what we do. Make sure you join us for our next episode and be sure to share this podcast on social media with your friends and family. Add us to your Alexa Flash Briefing or your Google Home Briefing and be sure to like, follow, and subscribe wherever you get your podcasts. Produced by the BG Podcast Network Show Sponsors: www.ingles-markets.com www.kiamallofga.com See omnystudio.com/listener for privacy information.
Discord Channel: https://discord.gg/pqKsMKp6SA It's mailbag time! On today's show, we'll dive into a mix of viewer questions that touch on some of the hottest topics in trading right now:
Abigail Sawyer and Quinn Nakayama, senior director of Grid Innovation and Development for Pacific Gas &Electric, discuss the role of innovation and partnerships in solving California problems that include load-shifting, load management and utility undergrounding. Recorded live at PG&E's Innovation Pitch Fest 2025 in Oakland.
Simon and Dan return with the second half of their deep dive into 50 Ways to Invest in the AI Revolution. While Part 1 covered the obvious giants—semiconductors, hyperscalers, pure-play AI software, enterprise apps, and data center REITs—this episode looks at some of the less obvious but equally important beneficiaries of AI. From utilities and grid infrastructure to commodities like uranium, copper, and natural gas, they explore the backbone powering AI’s massive energy demand. They also dig into healthcare, cybersecurity, IT consulting, and industrial automation—sectors where AI is already improving efficiency, margins, and innovation in ways most investors overlook. Once again, they highlight dozens of companies and ETFs across these subsectors, balancing both the opportunities and the risks. If you’re wondering how to get diversified AI exposure beyond the usual suspects like NVDA and MSFT, this episode is packed with fresh angles and ticker ideas. Tickers discussed: Utilities & infrastructure: NEE, CNP, D, CPX.TO, BEPC, BIP.UN.TO, PWR, MTZ, SU, ENB Commodities & energy: TECK.B.TO, TOU.TO, URA, U.UN.TO, UNG, ZEO.TO, BCIM Healthcare: GEHC, SMMNY, PFE, ISRG, WELL.TO, ZHQ.TO Cybersecurity: CRWD, PANW, HAK, CYBR.TOConsulting & IT services: ACN, IBM, INFY Industrial automation: ROK, ABB, PNG.V Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense. See omnystudio.com/listener for privacy information.
Simply Wall St Market Insights for the week ending 28th September 2025.To read the full article: ⚡Utilities: Defensive Dividends Meet the AI Power SurgeCreate a FREE account for Simply Wall St to get access to these insights, and fundamental analysis on tens of thousands of stocks all over in the world!Get actionable insights with our upgraded Portfolio tool and make managing your stocks a breeze.Discover and follow new perspectives or share your ideas with other investors in our global community.Reduce your search time and find hidden opportunities that suit your goals with custom screeners.Learn our investing framework by following our comprehensive 6-part "Invest with confidence" series.Simply Wall St analyst Michael Paige and Simply Wall St have no position in any of the companies mentioned. Simply Wall St have no position in any of the companies mentioned. This recording is general in nature. We provide analysis based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take into account any of your objectives or your financial situation. We aim to bring you long-term focused analysis, driven by fundamental data.Note that our analysis may not factor in the latest price, sensitive company announcements or qualitative material.
Step 10 in the Home-Selling Process: Closing Day – Handing Over the Keys
Here's a one-sentence Description: A blue-chip stock is a share in a large, financially stable company with a long track record of reliable performance and often consistent dividends. Today's Stocks & Topics: Tilray Brands, Inc. (TLRY), Market Wrap, Alger Concentrated Equity ETF (CNEQ), What Is a Blue-Chip Stock?, Silver and Gold, Franklin Bitcoin ETF (EZBC), APA Corporation (APA), The Auto Industry and The U.S. Economic, Visa Inc. (V), Mastercard Incorporated (MA), Jackson Financial Inc. (JXN), Sturm, Ruger & Company, Inc. (RGR), Utilities.Our Sponsors:* Check out Anthropic: https://claude.ai/INVEST* Check out Gusto: https://gusto.com/investtalk* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands
Colton Pace is a founder and currently the CEO of Ownwell, a Proptech company dedicated to democratizing access to real estate expertise and reducing the hidden costs of homeownership. Under his leadership, Ownwell helps homeowners and property owners identify and appeal overvalued property taxes, reduce insurance and utility costs, and manage other home‑related expenses through data, automation, and local expert teams. Before founding Ownwell, Colton served as an investor, asset manager, and venture capitalist, helping manage billions of dollars across various asset classes. He was part of funds that made early investments in companies such as Uber, Spotify, Redfin, Snowflake, UiPath, Zuora, and Grab. (01:05) - VC to PropTech Founder(03:10) - $797B Property Tax Problem(04:48) - Ownwell Traction: 700K+ Homes and SMB/CRE(06:18) - AI Plus 80 Consultants: How Appeals Get Done(08:50) - Success Rates and Savings: Residential vs Commercial(11:27) - Portfolio Case Study: 124 SFR Properties in Texas(13:45) - Valuation Methods and Local Differences(16:13) - Market Size: $50 to 60B Opportunity(17:29) - Feature: CREtech - Join CREtech New York 2025 on Oct 21-22 for the largest Real Estate Meetings program. Qualified Real Estate pros get free full event pass plus up to $800 in travel and hotel costs. (19:02) - Beyond Taxes: Insurance, Loans, Utilities, Concierge (21:30) - Building Trust with Homeowners and CRE Owners (24:03) - Advice for PropTech Founders Selling into Real Estate (26:49) - Collaboration Superpower: Matthew McConaughey
In this episode of Energy Newsbeat – Conversations in Energy, Stu Turley dives deep with Trisha Curtis, CEO of PetroNerds, in a no-holds-barred conversation on the myths of peak Permian, U.S. shale resilience, OPEC's bluff, China's global energy influence, rising electricity costs, the EU's energy collapse, and the urgent need for pragmatic U.S. energy policy. From oilfield boots-on-the-ground insights to the geopolitical chessboard, this is a masterclass in energy dominance, national security, and market realities. Don't miss it.Topics Covered:Is the Permian peaking or just getting started?Why U.S. oil & gas output keeps defying forecastsOPEC's spare capacity myth and Saudi strategyHow China weaponizes energy and manufacturingThe U.S. refining edge (and why it's at risk)Colorado, California, and the cost of bad energy policyEurope's energy collapse & reindustrialization threatsWhy power generation = national securityThe truth about LNG, coal, and blackout risksWatch, share, and subscribe to stay informed on the real energy stories behind the headlines.Highlights of the Podcast 00:00 - Intro01:07 - Topics: Peak Oil & OPEC01:50 - Peak Permian? Not Yet05:47 - Permian Gas & Decline Curves07:02 - U.S. Refining & Exports09:43 - Alaska, Gulf, California12:04 - China's Global Energy Push15:43 - OPEC Capacity Reality Check20:11 - Saudi Break-Even & Output24:06 - CO Energy Policy Fails27:53 - Utilities & Electricity Costs31:16 - Net Zero vs. Reality35:51 - France & EU Energy Collapse39:07 - Nuclear, LNG & China Risk42:13 - Blackouts & Coal Comeback44:29 - Gillette Coal Power Tour47:19 - Pipelines & NY Policy50:14 - Iran, Hamas, Middle East Risk51:58 - Dark Tankers & Sanctions55:21 - Russia's Oil Gameplan01:01:40 - Ukraine Ceasefire Risks01:03:36 - Exxon, Ruble & Russia Tax01:05:28 - U.S. Energy Dominance01:07:13 - Connect with Trisha CurtisConnect with Trisha on LinkedIn: https://www.linkedin.com/in/trisha-curtis-petronerds/Or her website: https://petronerds.com/
Wall Street recorded a third consecutive day of losses as markets digested mixed economic data, with initial jobless claims rising by 14,000 to 218,000 while other data showed the US economy grew faster than previously estimated in Q2. S&P 500 down 0.5%, Nasdaq fell 0.5%. Dow dropped at open, recovered, and from 11am oversaw a choppy session downward. Closed near middle of range, down 174 points. Primarily negative sector performance. Healthcare, Cyclicals, Utilities and Materials, all recorded losses of over 1.0%. At the opposite end, Energy was once again the biggest gainer, third consecutive day, Russia limited fuel exports and Q2 US GDP revised up. Financials also made modest gains.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
In this episode, Dave Dubeau welcomes Tiffany Mittal, founder of Utility Ranger and a seasoned multifamily investor, to uncover how small landlords can reclaim lost profits by turning utilities into a revenue stream. Tiffany shares her journey from struggling with rising utility costs in her San Diego rental portfolio to discovering the game-changing Ratio Utility Billing System (RUBS) — a tool long-used by institutional players but out of reach for many small investors. Instead of giving up when told she was “too small” for traditional utility billing services, Tiffany went undercover — working for billing companies to learn the ins and outs of the industry. She then turned her insights into action by building a scalable software platform that empowers landlords with as few as 2–20 units to take control of utility billing. - Get Interviewed on the Show! - ================================== Are you a real estate investor with some 'tales from the trenches' you'd like to share with our audience? Want to get great exposure and be seen as a bonafide real estate pro by your friends? Would you like to inspire other people to take action with real estate investing? Then we'd love to interview you! Find out more and pick the date here: http://daveinterviewsyou.com/
In this episode of Ordinarily Extraordinary – Conversations with Women in STEM, Kathy and Linda sit down with Lawanda Parnell, a retired technology and utility leader whose career began at IBM in the early 1980s and spanned decades of innovation and leadership.Lawanda shares her journey from studying business administration with a strong math and computer science foundation at the University of Florida, to becoming one of the few Black women in tech during her era, to leading large-scale projects in the utility industry.She reflects on:Transitioning from IBM into the utility sector and the challenges of large-scale software implementations.How her love of math, particularly calculus, shaped her career path.The importance of mentors and sponsors, including those who encouraged her to pursue a master's degree.Building strong, diverse teams and the value of hiring people smarter than yourself.Overcoming the fear of public speaking as an introverted techie.Her perspective on management versus technical career paths and advice for navigating that choice.Why utilities need to do a better job of marketing themselves to the next generation of STEM professionals.The conversation also dives into listener advice questions, covering:Should you move into management if you love technical work?What to do if your company offers to pay for grad school in a field you don't love.Lawanda's story is one of resilience, lifelong learning, and the joy of finding passion in work while paving the way for future generations.About Lawanda:Lawanda Parnell is a retired technology and utility leader whose career began at IBM and later spanned leadership roles in the energy sector, including CPS Energy and Pedernales Electric Cooperative. With a background in business and computer science, she combined her love of math and technology with strong project management skills to lead large-scale IT transformations and mentor future STEM professionals.Want to ask a question for our new advice segment?Leave us a voicemail through our website www.ordinarily-extraordinary.comOr email: ordinarilyextraordinarypod@gmail.comMusic by Kay Paulus Follow Kay on Instagram @kaypaulus8Support the show
As RE+ 2025 wrapped up in Las Vegas, the mood across the show floor was one of contradiction: anxiety, anger, optimism, and opportunity all rolled into one. In this episode, Sylvia Leyva Martinez – Research Director and analyst covering global solar markets - sits down with Chris Seiple, Vice Chair of Power & Renewables, and Kasim Khan, Senior Analyst at Wood Mackenzie, to unpack the forces shaping today's energy market. From the shockwaves of OB3 and FEOC restrictions, to investors navigating the whiplash of shifting subsidy regimes, Sylvia, Chris and Kassim talk about the conversations they've had with developers and manufacturers. Everyone is facing the same dilemma: double down on building compliant supply chains or hold back in anticipation of yet another policy reversal? Meanwhile, the collapse of early-stage development activity and the race to prove FEOC compliance are reshaping priorities across the industry.But there's more than just uncertainty, there's also innovation. Utilities are experimenting with new ways to fast-track data center interconnections, EPCs are doubling down on execution, and storage is emerging as the wildcard technology that could reshape both grid reliability and investor confidence. With US utilities already committed to 99 GW of new load from data centers - equivalent to nearly 15% of peak demand - the industry faces a defining test. Will the removal of subsidies finally level the playing field for capital, or will it strip away the last federal lever for climate policy? Tune in to hear why industry leaders believe we are living through the most uncertain moment in US clean energy history, and why that uncertainty could also create the biggest opportunities yet.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In this week's episode of Energy Evolution, hosts Taylor Kuykendall and Eklavya Gupte discuss a new series of articles from the S&P Global Commodity Insights newsroom examining how some of the world's largest companies are faring on their path to net-zero greenhouse gas emissions. The hosts interview Commodity Insights senior news reporters Karin Rives and Alex Blackburne about how US and European utilities are adapting their net-zero strategies amid evolving political and economic realities. Rives sheds light on how some US utilities are increasingly backtracking on their green pledges and adjusting their messaging to align with the Trump administration's "American energy dominance" agenda. Meanwhile, Blackburne discusses how European utilities are maintaining their emissions targets even as they scale back investment plans due to macroeconomic headwinds.
Jens Zimmermann, CFA (Research Analyst) discusses EDP, an integrated utilities company located in Portugal that generates and transmits green electricity. To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. Connect with Gabelli Funds: • X - https://x.com/InvestGabelli • Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli • LinkedIn - https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)
In this week's episode of Energy Evolution, hosts Taylor Kuykendall and Eklavya Gupte discuss a new series of articles from the S&P Global Commodity Insights newsroom examining how some of the world's largest companies are faring on their path to net-zero greenhouse gas emissions. The hosts interview Commodity Insights senior news reporters Karin Rives and Alex Blackburne about how US and European utilities are adapting their net-zero strategies amid evolving political and economic realities. Rives sheds light on how some US utilities are increasingly backtracking on their green pledges and adjusting their messaging to align with the Trump administration's "American energy dominance" agenda. Meanwhile, Blackburne discusses how European utilities are maintaining their emissions targets even as they scale back investment plans due to macroeconomic headwinds.
Virtual power plants currently operate in fragmented systems that limit distributed energy resource participation, with less than 20% of capacity enrolled. Rising energy demand from industrial expansion, AI data centers, and transportation electrification is driving the need for technology-agnostic VPPs that can integrate diverse devices and brands. Industry groups are developing open standards to support interoperability, while regional regulations and business strategies influence adoption rates. Utilities are advised to build partnerships, invest in foundational systems, and leverage both single-technology and tech-agnostic VPPs as the market evolves. Policy decisions and economic incentives will impact the pace and scale of VPP integration.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.
Subscribe to ASUG Talks on Apple Podcasts, Overcast, and SpotifyAccording to the 2025 ASUG Pulse of the SAP Customer Research, over one-third (35%) of respondents indicated that finding employees with the internal skills necessary to manage new technology is a top organizational challenge. As SAP S/4HANA adoption, cloud migration, and the growing utility of AI become more and more critical to SAP customers, it has never been more important to find IT professionals equipped with the knowledge and expertise to spur IT innovation. In this episode of ASUG Talks, SAP education takes center stage. Shaquille Charles, a graduate of the St. Michael's Learning Academy (SMLA) SAP Veterans to Work program and a current Customer Success Manager at SAP, and Christine Aboud, CEO & Co-Owner of SMLA, join the podcast. They discuss the Veterans to Work Program, Shaquille's transition from the military to his current SAP role, and the importance of building the next generation of SAP professionals. Key InsightsRetiring IT professionals and the gaps they fill on teamsShaquille's journey from U.S. Army medic to SAP professional How SMLA develops education and equips its graduates with the skills necessary to IT success Related ContentAs Christine mentioned, register for the Dallas-Fort Worth ASUG Chapter meeting on Oct. 17Read insights from the SAP for Utilities conference keynote stageTune into last week's ASUG Talks focused on IT challenges in the oil and gas industrySubscribe to ASUG Talks on Apple Podcasts, Overcast, and Spotify
Infrastructure investing is no longer a niche play — it's at the center of today's global economy and portfolios. In this episode of The Bid, we dive into why infrastructure investing is having a moment, how it connects to AI, and what megaforces are shaping the next decade of growth.Host Oscar Pulido sits down with Balfe Morrison, Head of Listed Infrastructure Strategies, to explore the golden age of infrastructure investing. From data centers powering artificial intelligence to pipelines driving energy security and railroads transforming transportation, infrastructure is proving to be one of the most durable and exciting asset classes in capital markets today.Sources: FTSE Russell as at 29 August 2025, FTSE Global Core Infrastructure 50/50 Index; U.S. Department of Energy report via Lawrence Berkeley National Laboratory Dec 2024; “Data Centers Drive Up Electricity Demand, Causing Concern for GridOperators” Institute for Energy Research 2024; “Greenhouse Gas Emissions from the Coming Wave of US Natural Gas Transmission Pipelines”, June 2025, CEEA; Assessing the U.S. Power System's Ability to Support Data Center Growth, Schneider Electric June 2025; Amazon Q2 2025 Earnings Call;
More than 1,500 utility vegetation management professionals joined forces in Knoxville, Tennessee, this September for the 2025 Trees & Utilities event, presented by the Utility Arborist Association (UAA) and the Arbor Day Foundation. During this episode, Dennis Fallon, the executive director of the UAA, shares his thoughts on trends and best practices in UVM and describes the highlights of this year's event. For more information about the UVM industry, listen to the narrated articles from the 2025 Vegetation Management Supplement, which T&D World publishes each June in partnership with the UAA. You can check them out at linelife.podbean.com. Also, mark your calendars for the 2026 Trees & Utilities conference, which is slated for next September in Portland, Oregon.
Host Jesse Hardin sits down with Stephanie Gunselman, head of Federal Government Relations at Equifax, for a wide-ranging look at how Washington is shaping the future of lending and credit reporting. From a cooling labor market and inflation to evolving priorities at the CFPB, they explore the latest legislative and regulatory developments — including open banking, data privacy, AI governance, medical debt rules, and more. Whether you're a lender, policy watcher, or data-driven strategist, this conversation will help you prepare for the policy shifts that could impact your business in 2025 and beyond.Economist Justin Begley of Moody's Analytics delivers our macroeconomic update.
Utilities are known for spending, but not always where it counts. In fact, hyperscalers in Big Tech outspend utilities by 10x when it comes to critical R&D. So as we move into the data center-dominated future, how will utilities learn to spend on innovation and navigate challenges from scope to timeline to transparency? Our mission on today's episode is to figure that out. We're bringing in three venerated experts from across the industry: Erik Helland, Commissioner at the Iowa Utility Commission; Jason Wild, CEO of Wild Innovation & Strategy Excellence; and Mike Smith, Principal, KLN Group. Together, these three paint an optimistic (and realistic) picture of where utilities can bend to avoid breaking as the battle for ownership of this AI-driven future heats up. A handful of key ideas from this conversation loaded with real-world utility examples? “If you're not failing, you're not trying hard enough,” Erik says. Jason explains the role of human behavior in tech adaptation. Mike walks through the juxtaposition of utilities' intense focus on operational excellence and their need to innovate—which can sometimes get messy. By the end of this episode, you'll walk away with a deeper understanding of the utility innovation bias, plus key learnings about the roles all of us can play, from regulators to utility leaders to ratepayers. Innovation doesn't have to be a scary word. We're giving it a new definition today on Piloting the Future.
In this episode, you'll learn about three real-world research applications for a more reliable and cost-effective future: Experts convened at NREL to focus on deploying next-generation concrete and cement technologies to decrease our reliance on cement imports and increase durability. Artificial intelligence has the potential to help snuff out wildfires caused by downed power lines before they even begin. NREL researchers are looking at how to lower the plug and process loads of medical buildings by examining idle energy consumption of equipment like MRI scanners. This episode was hosted by Kerrin Jeromin and Taylor Mankle, written and produced by Allison Montroy, Hannah Halusker, and Kaitlyn Stottler, and edited by Taylor Mankle, Joe DelNero, and Brittany Falch. Graphics are by Brittnee Gayet. Our title music is written and performed by Ted Vaca and episode music by Chuck Kurnik, Jim Riley, and Mark Sanseverino of Drift BC. Transforming Energy: The NREL Podcast is created by the U.S. Department of Energy's National Renewable Energy Laboratory in Golden, Colorado. Email us at podcast@nrel.gov. Follow NREL on X, Instagram, LinkedIn, YouTube, Threads, and Facebook.
This week on The Data Stack Show, Ryan Dolley joins Eric and John to discuss his unique journey from playwriting to leading product strategy in the data industry. The conversation explores the evolution of business intelligence (BI), the growing influence of AI on analytics, and the shifting skill sets required for data professionals. Key topics include the challenges of adapting to rapid technological change, the importance of embracing engineering practices in BI, and the need for continuous learning. Listeners will gain insights into how AI is transforming data roles, why storytelling remains central to analytics, practical advice for thriving in a fast-changing industry, and so much more. Highlights from this week's conversation include:Ryan's Journey: From Playwriting to Data (1:05)Making a Living as a Playwright (3:02)Transitioning to BI: Night School and First Data Jobs (4:12)Storytelling and Data: The Art of BI (6:22)Early BI Work: Data Warehouses and PDF Reports (8:33)Moving from Utilities to Consulting (13:03)Building vs. Implementing: Product Strategy Lessons (16:37)The AI Shift in BI and Analytics (18:41)Automation Anxiety: The Human Side of Data Change (22:16)The Evolving Role of BI Experts (25:18)Adapting to Change: Learning Code and Experimentation (29:34)AI and the Future of Embedded Analytics (33:38)Capturing Intent: The Value of Modern BI Interfaces (37:03)Bridging the Data and Software Engineering Gap (39:13)The Historical Divide: Data vs. Software Engineering (43:06)Organizational Challenges: Where Does BI Belong? (46:05)Reflections on Self-Service BI and Value (48:46)If Not Data: Ryan's Alternate Career Paths (49:04)Final Thoughts and Takeaways (50:17)The Data Stack Show is a weekly podcast powered by RudderStack, customer data infrastructure that enables you to deliver real-time customer event data everywhere it's needed to power smarter decisions and better customer experiences. Each week, we'll talk to data engineers, analysts, and data scientists about their experience around building and maintaining data infrastructure, delivering data and data products, and driving better outcomes across their businesses with data.RudderStack helps businesses make the most out of their customer data while ensuring data privacy and security. To learn more about RudderStack visit rudderstack.com. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
In this episode of Nomadic Diaries, host Doreen Cumberford welcomes friend and real estate expert Tracy Moss to discuss the ins and outs of buying property in San Miguel de Allende, Mexico. Tracy draws on her 20+ years in Mexico, sharing practical steps, insider tips, and cultural insights to help expatriates, digital nomads, and dreamers navigate the real estate market with confidence.Key Topics & Highlights1. Real Estate in San Miguel de AllendeTracy explains her holistic approach with Berkshire Hathaway, emphasizing personalized service and broad access to listings,Home prices range from $150,000 to luxury properties upwards of $5 million, with options for every budget and lifestyle.2. Neighborhoods UnpackedCentral neighborhoods like Centro and Parque Juarez offer vibrant energy, culture, and high-end homes.Quieter, spacious areas (such as Los Frailes and golf communities) are ideal for those desiring more land, gardens, or a country feel.Unique options include vineyard estates and horse properties, reminiscent of Tuscany.3. The Buying Process Made SimpleForeigners can own property in San Miguel and receive proper title deeds.You don't need permanent residency; even tourist visa holders can purchase property.The buying process involves permits (SRE), legal assistance, inspections in English, escrow (10% deposit), and typically takes around 6-8 weeks for deed delivery.Tracy's team helps with power of attorney for clients who can't be present at closing.4. Cost of Living & UtilitiesWhile closing costs are slightly higher (5-5.2%), property taxes are strikingly low ($300-$500/year).Utilities and public transport are affordable—water and electricity are much less than in the US; internet is the most significant utility expense.5. TransportationSan Miguel offers reliable public buses (6-10 pesos/ride), affordable taxis and Ubers, and easy intercity travel options.6. Market TrendsStable prices with a recent uptick in new residents and rapid absorption of new inventory.Last year saw a slowdown due to elections, but 2024 is bringing renewed interest.7. Cultural AdjustmentsLanguage barrier and adapting to a more relaxed pace (“mañana culture”) are the main challenges for newcomers.Tracy offers ongoing support for clients, helping bridge cultural and logistical gaps.8. Advice for Prospective BuyersDon't hesitate to ask for help or guidance.Consider renting first if you're unsure - Tracy can facilitate rentals, too.Many clients express only one regret: not moving sooner.Tracy's Top Tip“Don't be scared to reach out and ask for help, and if you're on the fence, try renting for a few months before buying. Life's an experiment - give it a go, even for a year.”Connect with Tracy:Website: buyinsanmiguel.comBerkshire Hathaway Home Services: Company websitetracymossrealestateFacebook: TracyMossWeb page: www.buyinsanmiguel.com & https://bhhscolonialhomessanmiguel.comYoutube channel. @TracyMossRealEstateSanMiguelEnjoyed this episode? Please share it with a friend! For more stories, insights, and expert advice, keep tuning in to Nomadic Diaries—the podcast helping expats and digital nomaSupport the showHome is Where Your Story Crosses Borders!We aim to inspire expat solutions, by helping you navigate global living with Confidence.
Climate tech companies face a range of structural challenges to securing the mid stage investment needed to scale their solutions. The lack of capital at this stage prevents many viable, potentially transformative technologies from going mainstream and eliminating gigatons of emissions. That's why we've been running a series of episodes on the Missing Middle in Climate Tech in partnership with Spring Lane Capital. If you haven't heard our previous three episodes in this series, check them out at investedinclimate.com, and if you have ideas of other topics that warrant a Deep Dive series please reach out through the contact form on our website. For the fourth episode in our series, I'm joined by Spring Lane Capital Co-Founder and Partner Rob Day who guest hosts the conversation with Blackhorn Ventures Managing Partner Melissa Cheong. On today's episode, we cover:2:23 – Introducing Blackhorn Ventures & Melissa Chong3:31 – Melissa's Path to Venture Capital & Impact Investing8:44 – Surprises & Learnings in Venture Capital10:13 – Overview of Blackhorn Ventures' Investment Focus & Strategy13:55 – Addressing the Missing Middle: Digital vs. Hardware Solutions17:18 – Leveraging Accepted Hardware & Digital Solutions19:09 – The Role of Vertical Data Pools in Construction and Energy21:03 – AI, Utilities, and the Urgency for Digital Solutions25:10 – Building Resilience & Anti-Fragile Mindsets in Climate Tech28:14 – Exploring New Financing Instruments & Insurance32:21 – Portfolio Example: Formic – Robotics as a Service36:37 – Portfolio Example: King Energy – Solar for Multi-Tenant Properties38:55 – Lessons from Community Solar & Smart Billing40:00 – Takeaways: The Evolving Role of Venture Capital in Climate Impact43:24 – Closing RemarksResources MentionedSpring Lane CapitalBlackhorn VenturesFormicKing EnergyConnect with usRob DayMelissa CheongJason RissmanKeep up with Invested In ClimateSign up for our NewsletterLinkedIn
In this episode, Levi Gobin demonstrates screen sharing with VoiceOver on macOS. Levi first shows us the Screen Sharing settings in VoiceOver Utility, then demonstrates controlling another Mac using the Screen Sharing app.Starting with macOS Tahoe 26, VoiceOver can be used to control another Mac remotely using the built-in Screen Sharing facility, either through FaceTime or Messages for controlling Macs over the Internet, or Finder or the Screen Sharing app (located in the Utilities folder) for controlling Macs on your local network. When controlling another Mac, VoiceOver can be configured to use a different voice or cursor color, in order to differentiate your Mac from the remote one.TranscriptDisclaimer: This transcript was generated by AI Note Taker – VoicePen, an AI-powered transcription app. It is not edited or formatted, and it may not accurately capture the speakers' names, voices, or content.Levi: Hello, everyone. And in this podcast, I'm going to demonstrate the newly introduced screen sharing feature that was introduced in Mac OS 26. This feature allows you to remotely control another Mac and hear VoiceOver through that Mac, as if you were at that Mac. You can even select a different voice, or if you have low vision, change the cursor color. I'm going to first talk about the settings for screen sharing, and you can get to those by going to VoiceOver Utility with Control Option Function F8, or just Control Option F8, depending on your keyboard.VoiceOver: Opening VoiceOver Utility. Voice over utility, voice over utility, utility categories, row 1 of 12, general, selected, has keyboard focus.Levi/VoiceOver: So now we're in voiceover utility, and as you hear, it says general. And the easiest way to get to this is to interact with the table. In utility categories. And then press control, option, function, right arrow, or control, option, end on a desktop keyboard. Screen sharing, row 12 of 12. And there you are. Out of utility categories. So here you have the following options. You can use voiceover to control another Mac using screen sharing. Open screen sharing button. And that's one way you could open the screen sharing app. When interacting with a shared screen, heading. When interacting with a shared screen. No change. Speech pitch. Pop-up button. So if you wanted to, you could raise or lower the pitch. Menu. Three items. Checkmark. No change. Lower pitch. Lower pitch. Checkmark. No change. Raise pitch. Raise pitch. Checkmark. No change. Closing menu.Levi: I like it set to no change. And that's what I have the voice set to for screen sharing. I have it set to something different usually, but that's... You can also... You can have a default or any voice in your voice router. And this is the color of the voiceover cursor if you have low vision. So this controls how you want to switch back to controlling your device. The options are... So you can stop interacting and depending on the setting that will either stay in the shared screen or that will exit.Levi/VoiceOver: Menu, two items, check marks, days, and shared screen. Check marks, leaves, shared screen. Check marks, days, and shared screen. Closing. I like I said to that, and the way you return to your local device is control option,…
Check out the TIES Sales Showdown at www.tx.ag/TIESVisit The Sales Lab at https://thesaleslab.org and check out all our guests' recommended readings at https://thesaleslab.org/reading-listTo listen to The Sales Lab Podcast on your favorite apps, visit https://thesaleslab.simplecast.com/ and select your preferred method of listening.Connect with us on Facebook at https://www.facebook.com/saleslabpodcastConnect with us on Linkedin at https://www.linkedin.com/company/thesaleslabSubscribe to The Sales Lab channel on YouTube at https://www.youtube.com/channel/UCp703YWbD3-KO73NXUTBI-Q
Wildfires are no longer just a seasonal threat — they're a year-round crisis reshaping the way utilities must plan and operate. With billions in damages each year and mounting regulatory and reputational risks, utilities are under intense pressure to respond faster, smarter, and more proactively to protect both the grid and the communities they serve. The challenge: most control rooms aren't equipped with the integration and situational awareness needed to act decisively in the heat of the moment. In this episode of Power Perspectives, podcast host Jason Price and producer Matt Chester are joined by Dan Lysaker, Director of Product Design at AspenTech Digital Grid Management, to explore how advanced distribution management solutions (ADMS) can provide the real-time visibility and control utilities desperately need. Dan shares lessons learned from utilities in wildfire-prone regions, explains the value of integrating fire data into a single operational view, and discusses how utilities worldwide are rethinking resilience strategies. If you're a utility decision-maker looking to harden your grid against tomorrow's wildfire threats, this conversation is a must-listen. Key Links Sign up for the Energy Central Daily Newsletter: energycentral.beehiiv.com/subscribe Energy Central Post for this episode: https://www.energycentral.com/podcasts/post/utilities-are-fighting-wildfires-with-data-FgCr1EknTFrnIOy Video version on YouTube: https://youtu.be/1hDmfegC_i4 Dan Lysaker on Energy Central: https://www.energycentral.com/member/sldMU0QXZ6 AspenTech on Energy Central: https://www.energycentral.com/aspentech Ask a Question to Our Future Guests: Do you have a burning question for the utility executives and energy industry thought leaders that we feature each week on Power Perspectives? Leave us a message here for your chance to be featured in an upcoming episode: www.speakpipe.com/EnergyCentralPodcast
Efficiency and safety are critical components of oil and gas operations. As the SAP portfolio expands and evolves, how is the software company still arming its OGE customers with solutions and offerings that enable efficiency and safety? Ahead of their session at ASUG Best Practices (Oct. 6-8; register here) oil and gas industry leaders Justin Lester and Bob Pennington sat down with ASUG Talks to discuss the changing world of IT in this field. Given their collective experience, the two veterans charted how OGE operations have changed, and how SAP is factoring into many enterprises' IT operations. Key Insights: The importance of correct data input in oil and gas operationsTraining the next generation of oil and gas IT professionalsHow AI factors into oil and gas operations Related Insights: ASUG Talks recent interview with Jan Gilg, Chief Revenue Officer & President for SAP Americas and the SAP Global Business Suite organization, about the state of cloud, AI, and enterprise architecture in the SAP ecosystem. ASUG Editorial team covered the highlights from the SAP for Utilities, Presented by ASUG conference.Join the ASUG Communities on Sept. 16 for a session focused on the SAP Business Data Cloud (BDC).
Array Cast - September 12, 2025 Show NotesThis is the address of the Show notes on the ArrayCast website:https://www.arraycast.com/episode114-show-notes
T&D World publishes the annual Vegetation Management supplement in partnership with the Utility Arborist Association (UAA) each June. For the 2025 Trees & Utilities week in downtown Knoxville, Tennessee, we are featuring the audio story, "Monitoring Pollinators in ROWs by Drone." This article explores research underway to leverage drone technology for responsible right-of-way vegetation management. It was written by Jill Rebuck of The Davey Tree Expert Company. To read more articles in the 2025 Vegetation Management supplement, visit the T&D World website. You can also submit an abstract for the 2026 supplement. We look forward to working with you to share stories about best practices, research and technologies in the utility vegetation management industry.
In this episode of People in Power, we hear from Mark Groves, vice-president of program development and innovations at the Northwest Lineman College. Mark, also a member of the International Lineman Hall of Fame, discusses with California Energy Markets Editor Jason Fordney his background as a lineman; what he looks for in lineman candidates; the rewards and challenges of this work, including its physicality and effects on family life; what it's like working storms; what you can learn from the old-timers; and nearly sinking a boat while on the job, while grizzled fisherman watch and place bets.
Interview with Greg Bittar, Managing Director of Lotus ResourcesOur previous interview:Recording date: 10th September 2025Lotus Resources presents a compelling uranium investment opportunity as one of the few companies to successfully restart production in a supply-constrained market. The company has demonstrated operational excellence by bringing the Kayelekera mine in Malawi back online after a decade-long closure, targeting steady-state production of 2.4 million pounds annually by 2026.The investment thesis centers on strategic market positioning during a critical industry inflection point. As Managing Director Greg Bittar emphasized, "This is no longer a demand story. This is a supply story." Utilities globally face acute supply shortages while rebuilding inventories and securing long-term contracts, creating favorable conditions for new producers with operational capability.Lotus Resources has structured its production profile to maximize upside exposure while maintaining revenue stability. With 65% of production uncontracted, the company provides substantial leverage to uranium price appreciation, while 35% contracted volumes through 2029 ensure cash flow certainty. This balanced approach allows management to implement a patient inventory strategy, building working capital to capture anticipated price increases rather than immediately monetizing output at current market levels.The company's operational advantages distinguish it from competitors facing technical challenges. Hard rock mining operations at Kayelekera utilize proven metallurgy and established processing parameters, reducing technical risk compared to in-situ recovery methods experiencing industry-wide difficulties. The operation previously produced successfully until 2014, providing management with operational knowledge and historical performance data to optimize the restart process.Financial discipline characterizes the company's approach to capital allocation. The $50 million restart investment minimized dilution while maintaining operational flexibility through $40 million in deferred capital expenditures. These strategic deferrals, including power grid connection and acid plant reconstruction, create a clear pathway to $5-6 per pound cost reduction once commissioned, enhancing operational competitiveness and margin expansion.The development pipeline adds significant value through the Letlhakane project in Botswana, representing 115 million pounds of uranium resources grading 360-365 ppm. This larger-scale, longer-life asset can be funded through Kayelekera cash flows, providing growth optionality without additional dilution. The strategic timing aligns with anticipated supply shortfalls in the late 2020s and early 2030s, positioning the asset for optimal market entry.Geographic positioning in stable African jurisdictions provides operational and political advantages. Strong government support, demonstrated through presidential participation in reopening ceremonies, combined with 95% local employment and community engagement initiatives, creates sustainable operational frameworks. Established supply chains and regulatory environments in both Malawi and Botswana reduce execution risk compared to less developed mining jurisdictions.The macro environment strongly supports uranium producers with operational capability and strategic positioning. Chinese demand acceleration, Western utilities' need to replace Russian supply sources, and limited new mine development have created unprecedented supply constraints. Lotus Resources exemplifies the opportunity to capitalize on this transformation through immediate production capability, substantial price exposure, and development optionality.Risk considerations include inherent commodity price volatility, operational challenges associated with mining operations, and geopolitical factors affecting African mining jurisdictions. However, the company's proven operational capability, strategic market positioning, and financial flexibility create a compelling framework for uranium sector exposure during this critical market transformation.View Lotus Resources' company profile: https://www.cruxinvestor.com/companies/lotus-resources-limitedSign up for Crux Investor: https://cruxinvestor.com
Move fast and break things? Not at utilities. More like move slowly and keep the lights on. Utilities have a reputation for being slow to innovate and adapt. Where does that come from? Well…they're highly regulated, they're used to financing investments with a guaranteed rate of return, and they're on the hook for BIG bills if innovation goes south. All those realities contribute to the capital bias in energy—the inefficient phenomenon in which traditionally regulated utilities are incentivized to favor capital-intensive investments over cost-effective operational expenses (read: tech advancements). Simply put? More trillion-dollar poles and lines, fewer million-dollar demand response programs, for example. It's not a permanent problem, though. Utilities can get faster in meeting the demand moment…and today on Piloting the Future, we explore exactly how they're going to keep pace with the hyperscalers outspending them on innovation by leaps and bounds. Today's guests: Dr. Elizabeth Cook, VP of Technical Strategy at AEIC, and Ken Silverstein, Senior Contributor at Forbes. They join Kim and Lee in a deeply insightful, forward-thinking conversation about breaking through gridlock by overcoming this capital bias to determine who will own the power future: utilities...or Big Tech? Don't miss this first episode of our Gridlocked miniseries—building the grid of the future requires taking some risks…safely. And this week, we're exploring how that becomes possible.
Alaska is deeply entwined with the fossil fuel industry, but its major utilities could transition almost entirely to renewables if there was the political will.
After almost a year away, Ordinarily Extraordinary: Conversations with Women in STEM is back — and we're relaunching with something new: a co-host!In this episode, Kathy is joined by her longtime friend and new co-host, Linda LaTourelle, to talk with Stacy Cluff, IT and Broadband Manager at Mille Lacs Energy Cooperative. Stacy has worked at Mille Lacs for 28 years, wearing many hats in technology, IT, and now leading the co-op's broadband program — bringing critical fiber broadband service to rural Minnesota communities.What We Talk AboutWhy Kathy took a break from the podcast and what's new in the relaunchLinda's background in utility technology and excitement for co-hostingStacy's career journey from paralegal studies to becoming a leader in IT and broadbandWhat it's like to manage fiber projects, grant funding, and IT at a small electric co-opBalancing career, education, and raising a family — and advice for women considering going back to schoolThe importance of broadband in rural areas and the impact it has on communitiesThe challenges of stepping out of your comfort zone to speak up, network, and leadReflections on empty nesting, staying busy, and what's next (including Stacy's exciting news about becoming a grandma!)New Segment: Ask (Not) an ExpertAs part of the relaunch, we're introducing a new advice section where listeners can send in questions. In this episode, Kathy, Linda, and Stacy weigh in on:How to handle being excluded from after-work socializing with male colleaguesDeciding when to go back to school vs. starting a family, and how to manage bothRapid Fire with StacyFavorite STEM inspirationsOne word to describe her career journeyThe most unexpected skills she's had to learn on the jobAbout Our GuestStacy Cluff is the IT and Broadband Manager at Mille Lacs Energy Cooperative. She manages the cooperative's broadband deployment, including grant funding, contractors, and customer engagement, while also overseeing IT operations. Stacy is passionate about bringing affordable, reliable internet to rural communities and supporting her co-op's mission to serve its members.Want to ask a question for our new advice segment?Leave us a voicemail through our website www.ordinarily-extraordinary.comOr email: ordinarilyextraordinarypod@gmail.comMusic by Kay Paulus Follow Kay on Instagram @kaypaulus8 Support the show
Interview with David Cates, President & CEO of Denison MinesOur previous interview: https://www.cruxinvestor.com/posts/denison-mines-tsxdml-first-in-situ-uranium-mine-in-canada-on-track-for-2028-production-6825Recording date: 4th September 2025Denison Mines Corporation (TSX:DML) represents a compelling uranium investment opportunity positioned at the intersection of accelerating nuclear demand and persistent supply constraints. The company stands out as one of the few developers with clear visibility to near-term production through its advanced Wheeler River Phoenix project in Saskatchewan's prolific Athabasca Basin.Phoenix has reached critical development milestones with regulatory panel hearings scheduled for October-December 2025 and expected decisions within 90 days. The project benefits from 75% completed engineering, ongoing procurement since 2023, and in-situ recovery (ISR) technology that reduces operational complexity compared to conventional mining. First production is targeted for mid-2028, representing a 20-year development timeline from discovery that CEO David Cates characterizes as exceptional persistence through market downturns.The company's recent $345 million convertible bond offering demonstrates sophisticated financial engineering that addresses traditional mining sector dilution concerns. The instrument features cap-call protection limiting dilution to 4% even with 200% share price appreciation, effectively functioning like traditional debt until shares exceed $4.32. This structure provides construction funding while preserving upside for existing shareholders and offers significant cost savings compared to conventional project financing.Denison enters production during what appears to be the most favorable uranium market dynamics in over a decade. Microsoft's decision to join the World Nuclear Association signals broader corporate recognition of nuclear power's role in supporting data centers and AI infrastructure. Simultaneously, established producers including Kazatomprom and Cameco struggle with production guidance, creating supply shortages precisely as demand accelerates. Utilities actively seek Western uranium supply sources to diversify away from concentrated suppliers.Unlike pure development companies, Denison generates immediate cash flow through its 22.5% interest in McLean North mine production and maintains 2 million pounds of physical uranium inventory. This diversified revenue profile provides operational flexibility and reduces dependence on equity financing during construction. The company's commercial strategy emphasizes contract diversification rather than betting entirely on spot prices or long-term agreements.Phoenix represents the foundation for broader growth initiatives. The Wheeler River property includes the Griffin deposit positioned for development using Phoenix cash flows. The company maintains annual exploration spending of C$10-15 million while pursuing strategic partnerships and potential acquisitions enabled by future cash generation. This approach creates organic growth opportunities without additional equity dilution.Denison's investment appeal centers on execution certainty, financial flexibility, and market timing. The combination of approaching regulatory approval, advanced engineering completion, innovative financing structure, and favorable uranium fundamentals creates multiple value drivers. The company's positioning as a new large-scale Western uranium producer entering a supply-constrained market during accelerating demand provides both near-term catalysts and long-term growth potential.With regulatory clarity approaching and construction readiness achieved, Denison appears well-positioned to capitalize on uranium market dynamics that many industry participants view as the most favorable in decades.View Denison Mines' company profile: https://www.cruxinvestor.com/companies/denison-mines-corpSign up for Crux Investor: https://cruxinvestor.com
In this episode of Nomadic Diaries, host Doreen Cumberford welcomes friend and real estate expert Tracy Moss to discuss the ins and outs of buying property in San Miguel de Allende, Mexico. Tracy draws on her 20+ years in Mexico, sharing practical steps, insider tips, and cultural insights to help expatriates, digital nomads, and dreamers navigate the real estate market with confidence.Key Topics & Highlights1. Real Estate in San Miguel de AllendeTracy explains her holistic approach with Berkshire Hathaway, emphasizing personalized service and broad access to listings,Home prices range from $150,000 to luxury properties upwards of $5 million, with options for every budget and lifestyle.2. Neighborhoods UnpackedCentral neighborhoods like Centro and Parque Juarez offer vibrant energy, culture, and high-end homes.Quieter, spacious areas (such as Los Frailes and golf communities) are ideal for those desiring more land, gardens, or a country feel.Unique options include vineyard estates and horse properties, reminiscent of Tuscany.3. The Buying Process Made SimpleForeigners can own property in San Miguel and receive proper title deeds.You don't need permanent residency; even tourist visa holders can purchase property.The buying process involves permits (SRE), legal assistance, inspections in English, escrow (10% deposit), and typically takes around 6-8 weeks for deed delivery.Tracy's team helps with power of attorney for clients who can't be present at closing.4. Cost of Living & UtilitiesWhile closing costs are slightly higher (5-5.2%), property taxes are strikingly low ($300-$500/year).Utilities and public transport are affordable—water and electricity are much less than in the US; internet is the most significant utility expense.5. TransportationSan Miguel offers reliable public buses (6-10 pesos/ride), affordable taxis and Ubers, and easy intercity travel options.6. Market TrendsStable prices with a recent uptick in new residents and rapid absorption of new inventory.Last year saw a slowdown due to elections, but 2024 is bringing renewed interest.7. Cultural AdjustmentsLanguage barrier and adapting to a more relaxed pace (“mañana culture”) are the main challenges for newcomers.Tracy offers ongoing support for clients, helping bridge cultural and logistical gaps.8. Advice for Prospective BuyersDon't hesitate to ask for help or guidance.Consider renting first if you're unsure - Tracy can facilitate rentals, too.Many clients express only one regret: not moving sooner.Tracy's Top Tip“Don't be scared to reach out and ask for help, and if you're on the fence, try renting for a few months before buying. Life's an experiment - give it a go, even for a year.”Connect with Tracy:Website: buyinsanmiguel.comBerkshire Hathaway Home Services: Company websitetracymossrealestateFacebook: TracyMossWeb page: www.buyinsanmiguel.com & https://bhhscolonialhomessanmiguel.comYoutube channel. @TracyMossRealEstateSanMiguelEnjoyed this episode? Please share it with a friend! For more stories, insights, and expert advice, keep tuning in to Nomadic Diaries—the podcast helping expats and digital nomSupport the showHome is Where Your Story Crosses Borders!We aim to inspire expat solutions, by helping you navigate global living with Confidence.
Tell us what you think of the show! This Week in Cleantech is a weekly podcast covering the most impactful stories in clean energy and climate in 15 minutes or less featuring Paul Gerke of Factor This and Tigercomm's Mike Casey.This week's episode features special guest Jennifer Hiller from The Wall Street Journal, who wrote about utilities' fears that overbuilding for planned data centers could increase rates for consumers if the projected demand does not materialize.This week's "Cleantecher of the Week" is Paul Riley, CEO of Lululemon-backed recycling startup Samsara Eco. The company's technology uses AI to break down tough-to-recycle materials with enzymes, allowing the waste to be converted into resins and made into new products. Congratulations, Paul!This Week in Cleantech — September 5, 2025 In windy Iowa, a GOP lawmaker faces a reckoning over Trump's clean energy war — POLITICOThe energy transition is now a national security issue. Just ask India — ReutersHow farming inspired the EU's affordable energy plan — The Financial TimesEvery fusion startup that has raised over $100M — TechcrunchData Centers That Don't Exist Yet Are Already Haunting the Grid — The Wall Street JournalWant to make a suggestion for This Week in Cleantech? Nominate the stories that caught your eye each week by emailing Paul.Gerke@clarionevents.com
Jillian DelSignore from Nasdaq recaps their August retail trading flows. She notes two themes of interest: flows into sectors like cybersecurity & AI, which she argues are “digital utilities,” and flows into banks, with “strong, strong momentum” behind the KWEB ETF. Jillian also explains aggressive flows into QQQI as she discusses what retail traders were buying in August. She explores educational resources for ETF investors and why they are critical for any market participant.======== 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
The latest episode of People in Power features a conversation with Arne Olson, a principal at Energy and Environmental Economics, or E3. This episode was recorded in front of a live audience on Aug. 22 at NewsData's 2025 Western Energy Summit in Boise, Idaho. CEM Managing Editor Jason Fordney and Associate and Southwest Editor Abigail Sawyer discussed a broad range of topics with Arne, including resource-adequacy concerns in the West; future loss of load; generation adequacy in the Northwest; Western markets versus Eastern RTOs; lithium-ion batteries; and other interesting items.
On this BONUS EPISODE of CASCADE OF HISTORY, Feliks Banel speaks with Steve Lentini, Principal Hydro Operations Engineer for Avista Utilities. Avista is the private company based in Spokane, Washington which operates the Post Falls Dam on the Spokane River. This is a follow-up to earlier coverage of the half-mile stretch of the Spokane River in Spokane Valley, Washington - east of the city of Spokane - that dried out completely earlier this week. For more information, please listen to this earlier episode featuring an interview with Katelyn Scott of the non-profit Spokane Riverkeeper: https://soundcloud.com/cascadeofhistory/bonus-episode-spokane-river CASCADE OF HISTORY is broadcast LIVE most Sunday nights at 8pm Pacific Time via SPACE 101.1 FM in Seattle and gallantly streams everywhere via www.space101fm.org. The radio station broadcasts from studios at historic Magnuson Park – located in the former Master-at-Arms' quarters in the old Sand Point Naval Air Station - on the shores of Lake Washington in Seattle. Subscribe to the CASCADE OF HISTORY podcast via most podcast platforms.
Episode Summary: In this episode, host Benoy Thanjan sits down with Dorian Hunt, Partner and Head of Renewables at Leo Berwick, to unpack the new safe harbor rules, the impacts of the Big Beautiful Bill, and what's coming next in tax and policy guidance for renewable energy. Dorian also dives into repowering projects, economic obsolescence, co-location strategies, bonus depreciation, and solar industry trends. Dorian offers practical advice for developers and investors navigating today's fast-changing environment. Biographies Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MW of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credits (“REC”) transactions. Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla's Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market. As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MW of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm's renewable portfolio. Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund. Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar. Dorain Hunt Dorian leads Leo Berwick's Energy & Renewables tax practice. Dorian has 20 years of experience in tax credit monetization, with clients including renewable energy project developers, tax equity investors, project lenders, insurers and syndicators. Prior to joining Leo Berwick, he was a leader in the Power and Utilities and Energy Transition practices of a Big 4 firm, where he focused on providing tax consulting services with respect to tax credit-driven project finance across, with a focus on renewable energy. Dorian is a thought leader in the tax credit space and has authored articles on topics including the potential implications for “direct pay” of renewable energy tax incentives and on the impact of the Tax Cuts and Jobs Act on the US renewable energy industry. He has also presented on these and other similar topics for organizations such as IPED, NARUC, and the Boston Bar Association. Dorian has experience with myriad energy incentive programs including Treasury 1603 grants, 48C advanced energy manufacturing studies, and the rapidly-developing field of 45Q carbon capture credits. Stay Connected: Benoy Thanjan Email: info@reneuenergy.com LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com Dorian Hunt Linkedin: https://www.linkedin.com/in/dorian-hunt/ Website: https://www.leoberwick.com/ Newsletter: https://www.linkedin.com/newsletters/energy-transition-insider-7197296760090750976/
Brian Comiskey, Senior Director of Innovation and Trends at the Consumer Technology Association (CTA), explores how emerging technologies—including cybersecurity, AI, robotics, and cloud computing—are evolving into digital utilities, with important implications for investors.----------------------------------------------------------------------------------------------Subscribe Here to the ROI Podcast & other First Trust Market News Website: First Trust PortfoliosConnect with us on LinkedIn: First Trust LinkedInFollow us on X: First Trust on XSubscribe to the First Trust YouTube ChannelSubscribe to the ROI Podcast YouTube Channel
A note from your host: My guest's audio becomes unclear beginning at 14:30. This issue resolves at 16:17. Thank you for your patience during this brief section — we appreciate you sticking with us!What if your portfolio could pay you to wait? That's the power of dividend investing.In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Roger Conrad, veteran dividend investor and author, nicknamed “The Tortoise King.” With over 40 years of experience navigating recessions, market booms, and industry shifts, Roger shares how dividend strategies can generate sustainable income while still capturing growth opportunities in sectors like energy, utilities, and artificial intelligence.In this episode, you will learn:Why Roger believes dividend-paying companies remain one of the most reliable wealth-building tools, even in volatile markets.The five key criteria he uses to evaluate whether a company's dividend is sustainable.How sectors like utilities, pipelines, and even real estate play a critical role in income-focused investing.The risks of relying solely on capital gains — and why today's market concentration in “big tech” may mirror the late 1990s bubble.And more!From utilities to AI, find out which sectors can deliver sustainable dividends and reliable returns!Resources:Episode Transcript & Blog | Dividends with Roger Conrad | conradsutilityinvestor.com | energyandincomeadvisor.com | Power Hungry: Strategic Investing in Telecommunications, Utilities and Other Essential Services | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call
During this episode, Santosh is joined by Conrad Snover, CEO of ProcureAbility. Conrad explores the evolving role of procurement in the utility sector. He also discusses the importance of sustainable procurement—focusing on both security of supply and responsible practices—alongside the challenges and opportunities brought by electrification, renewable energy, and increased demand. The conversation highlights the need for supply chain resilience, especially in the wake of COVID-19, and emphasizes the value of optionality and risk management. Listeners will gain insights into how procurement can drive value, adapt to industry shifts, and why even simple tools like Excel remain indispensable for procurement professionals. Don't miss this great conversation. Highlights from their conversation include:Overview of ProcureAbility (0:41)Conrad's Career Journey (2:04)Sustainable Procurement: Definition & Implementation (4:01)Sustainability Trends in Utilities (6:30)Procurement in the Utility Sector: Fundamentals (8:36)Utility Industry Structure & Financial Model (9:21)Procurement's Role in Utility Operations (12:09)Skills Shift: IoT, Cybersecurity, and Construction (16:48)Complexity of Large-Scale Energy Projects (18:05)Supply Chain Resilience & COVID-19 Lessons (19:35)Current Material Shortages & Integrated Supply Chain (23:24)Procurement's Strategic Value in Contracting (25:35)Risk Management Lessons from Mountaineering (27:16)Final Thoughts and Takeaways (29:36)Dynamo is a VC firm led by supply chain and mobility specialists that focus on seed-stage, enterprise startups.Find out more at: https://www.dynamo.vc/