Podcasts about utilities

Arch Rao is Founder and CEO of SPAN, the company behind the smart electrical panel that has expanded into utility grid management with SPAN Edge and distributed AI infrastructure with XFRA. What began as a smarter way to manage home electricity has evolved into a platform designed to digitize the electric grid, enable mass electrification, and unlock new AI compute capacity using existing residential infrastructure. In this episode of Inevitable, Rao explains why SPAN's vision has grown beyond the home electrical panel, how utilities are using software-defined power management to avoid expensive infrastructure upgrades, and why distributed AI inference could become a new class of digital utility. He also discusses the intersection of electrification, grid modernization, and AI demand, arguing that the next major energy transition is the digitization of the electric grid itself. Note: SPAN is an MCJ portfolio company  Episode recorded on July 8, 2026 (Published on August 4, 2026). In this episode, we cover:  (0:00) An overview of SPAN (1:53) How SPAN evolved from smart panels to grid infrastructure (3:41) The inspiration behind XFRA and distributed AI compute (5:21) What an XFRA node looks like and how it works (6:04) Why homeowners would host AI compute infrastructure (8:06) The homeowner business model: free panels, batteries, and lower utility bills (10:48) Why SPAN is focused on new home developments (11:56) How SPAN Edge helps utilities avoid costly service upgrades (16:35) SPAN's go-to-market evolution (17:16) Lessons from customer behavior and software adoption (20:53) How SPAN Edge creates value for utilities (26:16) Securing distributed AI infrastructure in residential neighborhoods (27:48) Who is buying XFRA compute today (29:45) Why distributed infrastructure offers flexibility over traditional data centers (31:04) XFRA as a new form of digital infrastructure (32:50) How SPAN differs from virtual power plants (VPPs) (34:56) Why the real energy transition is analog-to-digital (36:43) Why talent is SPAN's biggest hiring priority 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

July 31, 2026 - Oneida-Madison Electric Cooperative CEO Brian Bell discusses the work of rural electric cooperatives and legislation intended to deter the theft and vandalism of utility infrastructure.

Your S&P 500 fund says 7% — but over 300 of its stocks are beating the index. This week we dig into the massive broadening of the market that almost nobody in the financial media is talking about, and why we think it's the healthiest thing to happen to this bull market in years.For three years, seven stocks did all the talking. This year, the other 493 are answering. On this week's Money On Tap, we walk through the numbers behind the broadening: the Magnificent Seven still make up roughly a third of every dollar in a cap-weighted S&P 500 index fund — which is exactly why so many statements look stuck at 7% while the equal-weight S&P runs above 14%, the Russell 1000 Value nears 20%, and healthcare and industrials each post roughly 24% year to date. We connect it to the 100-year-old Dow theory (industry makes goods, transportation moves them — and both are near highs), unpack the defensive-stock paradox (staples rallying while nobody calls a recession), revisit the historical pattern from 1983, 1995, 2003, 2013, and 2020 where tech blows out and then leadership broadens — and get practical about what a broadening market rewards most: rebalancing, equal-weight exposure, sector and international diversification, and knowing what your 401(k) actually owns.What you'll learn:Why a third of every S&P 500 index-fund dollar sits in just seven stocks — and what that's done to your return this yearThe breadth numbers: 300+ stocks beating the index, roughly seven in ten S&P names up on the yearThe sector scoreboard: healthcare ~24%, industrials ~24%, staples ~11.3%, financials ~9.7%, utilities ~7.6%Why money is rotating, not leaving — and why that's the opposite of how crashes startDow theory at 100+: what industrials and transports near highs historically signalThe defensive-stock paradox: staples leading without a recession call anywhere in sightThe rebalancing playbook: taking profits without apology, calendar discipline, equal-weight funds (11.9% vs 10.9% over 20 years)How to broaden with new contributions instead of selling your winnersTarget-date fund warnings: layered fees, hidden allocations, and no way to rebalanceWhy this is not a reason to dump technology — proportion, not exitPlus Money In The News:A property-management company bets $200K on AI to make the trades more efficient — filling a labor gap instead of cutting jobsApple set for its strongest June-quarter sales growth in five years — flat iPhone pricing, a $5 trillion moment, and sitting out the AI arms raceThe 100-year-old Dow theory says this market isn't done climbingWant a white paper on this week's topic? Email us at info@yourmoneyontap.com and we'll send it over.Read the companion blog: https://www.brayshawfinancial.com/blogSchedule a free consultation: https://app.greminders.com/t/9f3ce72e/initialconsultaBrowse the full Money On Tap library: https://www.brayshawfinancial.com/money-on-tapContact UsPhone: 855-226-8551Email: info@yourmoneyontap.comOffice: 116 South River Road, Bedford, NH 03110Web: brayshawfinancial.comSecurities and advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. All other services offered through Brayshaw Financial Group, LLC are independent of Osaic Wealth, Inc. Osaic Wealth, Inc. and Brayshaw Financial Group do not provide tax or legal advice. Index and sector figures cited are approximate year-to-date values as of the air date, drawn from sources believed reliable, and subject to change. Past performance is not a guarantee of future results.Why is my S&P 500 index fund underperforming the market in 2026?Because the S&P 500 is cap-weighted: roughly a third of every dollar in the index sits in just seven stocks — the Magnificent Seven — and several of them are having an off year. Meanwhile the equal-weight S&P 500 is up more than double the cap-weighted index, and over 300 individual S&P stocks are beating it, led by healthcare and industrials near 24%. The fix isn't leaving the market — it's diversification: equal-weight exposure, sector funds, and a rebalancing discipline that trims concentration back to your plan.

Utilities profit by spending more. An independent distribution system operator could change that. Show page available: https://ilsr.org/article/energy-democracy/independent-distribution-system-operator-ler276/. 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!

Households will soon face higher electricity bills after the Commission for the Regulation of Utilities approved a new €41 network charge for this October. What does this mean for the consumer in the already most expensive country in Europe for electricity, and what else could we expect?Joining Ciara to discuss is Daragh Cassidy from the bill switching site Bonkers.ie…

How could El Niño affect Latin America's power sector? Fitch Ratings analysts Saverio Minervini, Marcela Araujo and Juan David Medellin discuss rising power prices, hydropower pressures and credit risks across Brazil, Colombia and Panama.  

Chair Tawney discusses her path to being a regulator, the challenges and opportunities of meeting rising demand in Oregon, and how it relates to knitting!

Trees are a major cause of power outages. They're also a wildfire risk—when branches hit a conductor, a small spark can become a big blaze. Lynn Petesch of Overstory joins thinkenergy to talk trees, exploring how AI, satellite imagery, and vegetation intelligence help utilities prevent outages and reduce wildfire threats. Including Hydro Ottawa, who saw a 44% drop in tree-related outages since partnering with Overstory. Listen in for how we work together to keep the grid safe in an era of extreme weather.   Related links    Overstory: https://www.overstory.com/ Lynn Petesch on LinkedIn: https://www.linkedin.com/in/lynnpetesch/    Trevor Freeman on LinkedIn: https://www.linkedin.com/in/trevor-freeman-p-eng-8b612114    Hydro Ottawa: https://hydroottawa.com/en      To subscribe using Apple Podcasts: https://podcasts.apple.com/us/podcast/thinkenergy/id1465129405 To subscribe using Spotify: https://open.spotify.com/show/7wFz7rdR8Gq3f2WOafjxpl To subscribe on Libsyn: http://thinkenergy.libsyn.com/ --- Subscribe so you don't miss a video: https://www.youtube.com/user/hydroottawalimited Follow along on Instagram: https://www.instagram.com/hydroottawa Stay in the know on Facebook: https://www.facebook.com/HydroOttawa Keep up with the posts on X: https://twitter.com/thinkenergypod --- Transcript: [00:00:00] Trevor Freeman: Hi everyone, and welcome to the summer edition of Think Energy. We are officially in podcast vacation mode. So while our normal day-to-day work continues, we're taking a brief pause from our kind of regularly scheduled episodes to recharge, to think about what's coming up in the year ahead content-wise, and just do some planning. But while we do so, we don't want to leave you without anything to listen to, so we look back at some of our favorite insights and episodes over the past year, and that is our summer rewind. So this summer, we're tackling a pretty significant and overarching theme that's really defining the current state of the energy transition, and that is the collision between digital infrastructure and physical infrastructure as it relates to our energy grid. It's this really kind of fascinating look at old versus new, traditional versus up-and-coming, and how we progress to meet the energy needs of our customer base, the growing energy needs as we electrify, as we, you know, expand, while also implementing new technology to protect our grid, protect our assets, to better manage things. So it's kind of a common theme in a lot of episodes that we have done in the last little while and a lot of the conversations that we're having. So in Part 1 today, we're kicking things off with a look at the physical world of our grid and how we're using new technology to protect it, and that is our conversation with Overstory. So we'll re-examine how we use high-resolution satellite imagery and artificial intelligence to act as kind of a shield almost, you know, helping utilities proactively manage our vegetation and reduce vegetation-to-powerline contact, which can reduce power outages, wildfires in many cases, and really has been an important tool for us here at Hydro Ottawa as well as in the utility industry more broadly. So sit back and have a listen to my conversation with Lynn Pedesch from Overstory, and enjoy this summer rewind.   [00:02:26] Trevor Feeman: Welcome to Think Energy, the podcast that dives into the fast-changing world of energy through conversations with industry leaders, innovators, and people on the frontlines of the energy transition. Join me, Trevor Freeman, as I explore the traditional, unconventional, and up-and-coming facets of the energy industry. If you have any thoughts, feedback, or ideas for topics we should cover, please reach out to us at thinkenergy@hydroottawa.com.   [00:02:58] Trevor Freeman: Hi everyone, welcome back. Today on Think Energy, we're going to be talking about trees. Yes, you heard that correctly—trees. I know this is a show about energy, but there's actually a very real connection between our electricity grid and those slow-growing, majestic givers of shade, lumber, fruit, and so many more benefits. Honestly, who doesn't love trees? But I'm not just kicking this episode off in my capacity as a tree hugger. Let's take a look at this through a utility lens, and I will use Hydro Ottawa as an example. Hydro Ottawa's service territory includes some very rural and very forested areas. Even our urban territory has a fairly extensive tree canopy. As a result, Hydro Ottawa trims about 60,000 trees each year. Now why? Because trees contacting power infrastructure is a big problem. Tree interference remains a leading cause of power outages for us. Strong winds force them onto our wires. Heavy snow or freezing rain builds up and weighs down branches, breaks limbs, and increases the risk that part of a tree may touch a line. And in some extreme cases, heavy storms can even send trees or branches crashing into our poles, damaging the poles. The struggle between power lines and trees—which again, don't get me wrong, we all love trees—has been going on for years. There is a constant struggle between trimming enough and getting the right trees trimmed and maintaining as much tree coverage as we can. In 2022, we identified a disruptor in this stance. The solution came through a partnership with Overstory, a company that uses satellite imagery, infrared technology, and artificial intelligence to help utilities manage vegetation and trim trees more efficiently. And the timing could not have been better. Just days after we started working with Overstory in the spring of 2022, the Derecho hit Ottawa. Our Ottawa-based listeners will remember this storm well. It was monumental in the history of our city and indeed for us as a utility. Winds reached 190 kilometers an hour. For our non-metric listeners, that's nearly 120 miles per hour. The storm ripped through poles, houses, and caused considerable damage to our city's urban forest. Overstory played a crucial role during the cleanup and in helping us level up our vegetation management strategies moving forward. We realized that the insights we got from Overstory would help improve our proactive approach to tree encroachment and hazard identification, and this is essential in this era of extreme weather events. We know that climate change is causing more frequent and more extreme weather events. According to Climate Central, the number of weather-related power outages in the United States increased by 78% between 2011 and 2021. And severe weather accounted for over a thousand outages across Nova Scotia just in the year of 2024. We want to keep you connected during these heavy storms, and that's why we're looking to organizations like Overstory. So what does Overstory do to help us keep the lights on? Well, without giving away too much, because we're going to get into the details shortly, Overstory, through a detailed analysis of the scans they do of our entire grid, identifies high-risk areas which we can then prioritize and better focus our resources when it comes to vegetation management. This level of monitoring and focus reduces the risk of trees from coming into contact with our poles and disrupting your connection to the grid. The results speak for themselves. Since partnering with Overstory, we've reduced vegetation-related outages by 44%. And that's only part of the story. As we'll discuss further, Overstory also plays a crucial role in helping utilities prevent wildfires in high-risk areas across North America. Similar to extreme weather, wildfire frequency and intensity is also increasing, in part due to climate change, expanding cities, and many other factors. And when wildfires do happen, these stories are heartbreaking. What many people don't realize is that lots of wildfires are sparked by trees making contact with power lines. And that is why Overstory plays a key role in tagging areas where those fires are most likely to ignite and spread, making it easier for utilities to prioritize trimming work and vegetation management in those areas. To dive more into how Overstory is helping us here at Hydro Ottawa and other utilities, helping us identify and act to mitigate risk associated with vegetation, I'm really excited to have Lynn Pedesch on the show today. Lynn is Overstory's Head of Customer Success and has spent the past 10 years building customer-facing teams with a specific focus on technologies that tackle the climate crisis. She began her career working for the United Nations and the diplomatic service of her home country Luxembourg, before moving into the tech sector to really work in environments where she could drive impact more quickly and at greater scale. Lynn Pedesch, welcome to the show.   [00:08:05] Lynn Pedesch: Thank you. Thanks for having me.   [00:08:07] Trevor Freeman: Okay, so let's start at the very top with a high-level look at what Overstory does and how the organization came to be.   [00:08:15] Lynn Pedesch: Yeah, let me tell you about Overstory. I mean, we are a vegetation intelligence platform. We use remote sensing and AI to give electric utilities, including Hydro Ottawa and others, a clear system-wide view of their risk. They always do it because they want to address three things, or sometimes more, but kind of there's always a few goal posts, and it's either improving reliability, reducing wildfire risk if that is if they're in an area where that is a concern, and/or improving operational efficiencies. So Overstory very much becomes a decision-making tool for their programs. We're used mostly by the vegetation management people, operations people, wildfire mitigation teams, and they each time they want to either use a program that exists, prioritize it, reshape their work, they might be preparing for a storm, they might be working on a wildfire mitigation risk. So the company more broadly was founded in 2018 by Aniek Schouten and Indra den Bakker—this was back in the Netherlands. And they were leveraging or getting really interested in satellite imagery and were very initially using it for deforestation purposes. So the climate resilience DNA has always been with us, but like any startup, we were looking at that kind of target audience that was most interested in what we had to offer. And pretty quickly, we landed on the electric utilities. They had the most pressing need to use remote sensing at scale to solve very big problems, honestly. And so we pivoted into that space of electric utilities. And then in 2020, Fiona Spruill, who's our CEO right now, she joined us. She shaped the company into what it is today, and that is really around building safer and more reliable operations.   [00:10:14] Trevor Freeman: That's great, and I want to dive into some of the details. Our listeners will know that we talk a lot about grid modernization here and talk a lot about better intelligence of what's happening on the grid in all aspects. And something we haven't really talked about and I'm excited to talk to you about today is the sort of vegetation management side of it. So really excited to get into the details, but before we do that, I'm always really curious to understand, you know, the people behind the conversations. How did you get into this area of, you know, high-tech vegetation management? I touched a little bit on your bio in the intro, but give us a sense of, you know, how did Lynn come to be in the space that you're in right now?   [00:10:52] Lynn Pedesch: Yeah, I wouldn't say I grew up thinking I was going to work in this space, but I love working in it now. So actually right out of college, I went to work for the United Nations, but then in the last 15 years, I started working at high-growth tech companies, startups, and I've always been focused on leading and building CS operations, which is basically the customer success teams. They're the ones that are in front of the customers, implementing these software programs, kind of working very closely with customers, solving problems. And about four years ago, I decided that I did want to focus the rest of my career on solving the climate crisis more broadly. And I remember very clearly that I came across Overstory and there were two things that really resonated with me. One was hearing that utility-caused wildfires could be a thing of the past—like they are preventable—and the other thing was learning about this world where vegetation is the biggest cause of outages, which is, you know, I did not know before! And so I think, you know, having these very clear goals is very compelling to kind of work on something where it's so easy to understand what the big problems are. So I joined Overstory, and for the last couple of years, I've been building a team that gets really deeply embedded in these utilities, specifically with the vegetation management and the wildfire mitigation teams. And we work on their programs, we understand their programs, we help them reshape their programs, we roll out obviously the software element that is Overstory. It's been very fun and rewarding work.   [00:12:30] Trevor Freeman: That's great. And I really love, you know, talking to people from a variety of areas that touch on climate change and the climate crisis, and I think there's a bunch of us who share that passion of wanting to do something. I spoke with a group of recent grads about what a green career, what a career in climate change looks like, and really it looks like whatever you want it to look like. There are so many aspects that touch on this. So kind of neat to hear how that was your passion and then you figured out where it made sense for you to enter into the climate sphere, so that's great.   [00:13:06] Lynn Pedesch: Yeah, I guess when I was young, I thought you had to be a scientist to work on climate, and I think now anyone can find an angle on how to contribute to it, and I think everyone needs to help contribute.   [00:13:15] Trevor Freeman: Yeah, any job can be a green job if you care about it and if you make it that. Okay, so let me get back to Overstory. Tell us a little bit about the evolution of the company. You talked about it kind of founding about seven years ago. Tell us how it's evolved and progressed over those seven years.   [00:13:30] Lynn Pedesch: Yeah, so when we started working with utilities, I think at that point everyone was kind of assessing whether satellites could be a good use case for analyzing vegetation. We're now talking about 30-centimeter imagery, so the resolution of satellites has become incredible. You can really see branches, you can detect species of trees, you can see if they're healthy or not. So initially that was kind of our MO. We really were the leading provider to find out where the trees are, how close they are in terms of proximity to your network, so to the conductor, which is the risk. You know, we're looking at the terrain. If you're looking in the mountains in Colorado, you have very different terrain than maybe in Ottawa. So, you know, detecting tree species has been really interesting, detecting the health of trees, and how that decline is furthering. A lot of utilities are experiencing a lot of tree decline, die-off right now. So that was how we started. And then we started working with the really big utilities, and you had to think about this problem at scale. Now we might be scanning with satellites tens of thousands of miles at a time. And some of these utilities, they might have thousands, if not tens of thousands of trees that could pose a risk to their network. They might have had a really big, large weather event, a storm that knocked over some of their system. So at that point, it all becomes about that decisioning tool. Everything starts becoming a priority. And I think that's now where we're really leaning into, is making not just surfacing the data, but making it very actionable. Utilities have a lot to deal with. They deal with very tight budgets, they deal with crew constraints, they might have an aging workforce, there's regulatory pressure, they're really vulnerable to storms, increasingly there's a lot of wildfire exposure. So everything becomes a decision of where should I focus my attention, where can I get the biggest bang for my buck, what should I do, what should I not focus on. And that decisioning is where we really want to be a key player in.   [00:15:47] Trevor Freeman: Absolutely. And looking forward, I know we're jumping the gun here, we haven't gotten into the details of what you do, but looking forward, what is your vision for kind of the future of this space and how it's going to continue to evolve? Are you mature as a company yet or as a sector, or is there still a lot of growth to happen?   [00:16:04] Lynn Pedesch: Yeah, I think the vast majority of utilities are now leveraging remote sensing. It could be LiDAR, it could be drones, it could be satellites, so that has become a pretty established tooling within the sector. I think what our vision really is, is providing utilities that share resilience-first picture of risk. So, you know, we imagine a world where you can kind of see the emerging risks and you can start becoming proactive. Being proactive in this space of vegetation management has been really challenging. You never know where the next tree is going to fall, and over the last couple of years, customers suddenly have access to this risk across the territory so they can start being proactive about it. As a matter of fact, that was a key use case also with the team at Hydro Ottawa, is to start launching these proactive programs. And I think when we think about it, we get very excited about the world in which anyone from the field crews to the vegetation managers to the operation folks to the execs to the regulators, the community partners who think about the safety of their communities, all have that kind of shared view of risk. Just imagine, they all understand the same risk, they operate off the same sheet, and they make the same data-driven decisions. That could solve a lot of problems, because right now the data is often scrambled across different people—certain people have access to it, and certain people don't.   [00:17:33] Trevor Freeman: Great. Okay, so let's get into the specifics here. I want to actually talk about specifically what Overstory does. How do you find—we've kind of talked about vegetation management, obviously you're supporting Hydro Ottawa and other utilities in our vegetation management programs—how do you find and tag high-risk vegetation? What is high risk? Like, what do you actually do on a day-to-day basis?   [00:17:58] Lynn Pedesch: Yeah, that's the part that I deal with the most often! So excited to get into the specifics. Implementing with Overstory is actually pretty easy. I mean, when we start working with a customer, we need to know where your grid is, so we need to understand where your power lines are running. We need to understand the main configurations of them, you know, how tall are the poles, etc., so we can really compute that whole focus of where the trees are in relation to your power lines, to your conductors. That's all ultimately that we're focusing on. Increasingly, we're also focusing on the ground, I'll be talking about that as well. We then task these satellites over your territory. We do that during the leaf-on season, so that will be the summer, essentially. And then we run all these models. So we first need to understand where the trees are, what is their height, and what is their health. An unhealthy tree is much more likely to fall and cause damage to your power lines. We're looking at the fuels on the ground. We can help you determine what type of equipment you might need to attack certain types of vegetation, and we always compute that risk to the conductor, and we look at your right-of-ways. Now, I think the interesting part about your question is what is high risk, and that can be very different across different utilities. And I think that's the maybe unique part with Overstory, is that we can configure it to your standards. So every utility has very unique components. If you're on the West Coast and you're concerned about wildfires, your tolerance to risk will be very different than if you're on the East Coast where you're mostly concerned about not causing too many outages. Including that, you might have specific trimming specifications. The crews run around with chainsaws, they know exactly how far out they need to trim, how much they can trim, and there's a bit of a risk tolerance thing. So we build very configurable risk frameworks for all of our utility partners, so "high" means one thing to Hydro Ottawa, means something different to a customer in California that is facing a very different type of risk.   [00:20:04] Trevor Freeman: So you're out there assessing, essentially just for the context of our listeners, you know, we've got power lines that run overhead, they run through residential neighborhoods, commercial areas, but also forested areas, treed areas where there's lots of vegetation near our equipment. Your company really gets an understanding of the interaction between the vegetation and our lines, and says these ones are too close, or this is a tree that's, you know, not healthy and could come in contact with your lines based on your analysis. So help us, like let's paint that picture a little bit more detailed. How do utility companies take the information that you are coming up with, that your analysis is coming up with, and use that to run a vegetation management program more effectively? What does a utility do with that information?   [00:20:56] Lynn Pedesch: Yeah, so we always center it around four main use cases. One is optimizing a program that already exists, it's creating a targeted program for you, it's quantifying your work, and risk reporting. And I'll dive into each and every one of them a little bit to illustrate a bit more what that could mean. So when we think about program optimization, a lot of utilities have existing vegetation management cycle, they might have a regulatory obligation to visit their territory every four years, for example. Now a lot of times, they've been doing their program the same way for the last 10, maybe 20 years, but the conditions in their territory are different, right? I mean, the things we're seeing, the storms are heavier, there's more tree decline that we're seeing right now. So they know they need to adapt and they need to adjust it, but it's big programs with lots of budgets attached to it, a lot of crews running around, so starting to think about how you can start pulling a circuit that you're meant to trim forward, or starting to tackle an area where you say is more residential, there's fewer trees, focusing on your high-risk areas first, re-managing these programs is one key component that we work with a lot of companies on, and thinking about Oklahoma Gas and Electric, for example, that they have a budget and they can only do that much with the budget, and it was really about reinventing where they can get the biggest impact. The second use case is this targeted program creation, and I'll use the Hydro Ottawa use case for that. You know, they suddenly had a view about where all of their hazard trees are. Hazard trees are these trees that are declining, they're dying or they're dead, and they could have an impact on your system. Now suddenly you know where they are, so you can start building a targeted program about dedicating some time and budget and crews to actually going and addressing those trees. That has a big impact on your reliability and on reducing tree-caused outages. And there's many others, sort of like hot-spotting is a very common term about starting to become proactive and doing something for a specific program. The third use case is work quantification, and I think there, when you think about it again, there's large contractors that are running around managing your territory, and now utilities for the first time often have that data to actually assess how much work there is. So that's really helpful in terms of negotiating your contracts, getting better bids. Some utilities say it's pretty hard to find contractors that want to work on their system because it's very hard to estimate how much work there is. Or they might have a budget to mow certain vegetation along a transmission corridor. Just knowing how much vegetation there is is a really helpful tool to address it and prioritize it in the right way. And then the fourth use case is risk reporting, and that is about getting that baseline view about your risk and tracking it year-over-year. And this is really where we want utilities to have that data to report it out to their boards, insurers, regulators, and often it's used to defend your budget, secure your budgets, or really have some data to kind of back you up on what the problems are that you're facing.   [00:24:26] Trevor Freeman: Great. So you talk about data, and, you know, each of those use cases that you mentioned or strategies that you mentioned really are about getting the right information in the hands of the right people to make decisions and sort of more efficiently and effectively make decisions. But it's a lot of data. And so Hydro Ottawa has over 6,000 kilometers of lines, you know this of course as our partner. We have a big territory and we have a fairly treed territory. That's a lot of data points. You're collecting a lot of data from your satellites, you're doing analysis on that. How are you doing that analysis? Is it—you know, AI is kind of a buzzword in every sector right now, and the utility sector's no different. Are you using some form of AI or machine learning analytics? What are you doing in terms of, you know, crunching the numbers and coming up with the right actions?   [00:25:25] Lynn Pedesch: Totally. Yeah, AI is a buzzword, but it's also very exciting. I think utilities have really embraced it already. They're using it for demand forecasting, they're using it for customer service, they're using it for asset planning. I mean, at the core, Overstory has been using AI to turn remote sensing data into operationally useful intelligence about their vegetation. So when you say, yes, Hydro Ottawa has that many thousands of kilometers of overhead lines, we need to rank it to them: This is your worst circuit, this is your worst area, this is the area where you have the most hazard trees, for example. So we can really rank order on a span level from the worst to the best, right? So that could be one thing. It's still an overwhelming amount of data. So where we started by using AI to kind of predict where the trees are, how tall are they, what was their relation to the conductors, now what we're really excited about or kind of leaning into with AI is how to intelligently kind of assess and prioritize risk. So not every hazard tree has the same impact. If a hazard tree falls on a line where more houses are dependent on, you will knock out the power of more people. So it's always a prioritization exercise, and leveraging AI for that is what is most exciting to us right now. And I think it's important to note that we also don't just want it to be a black box. All of the models we've built, they're always validated by certified arborists and kind of our utility partners, and I think at this stage, this is very important, because every tree that we find exists in the real world, and so validating this AI with ground-truthing has been really important for us to also build that trust in the technology.   [00:27:14] Trevor Freeman: That's great. And I do think it's helpful for our listeners to kind of understand the context before this. This work is sort of done—you know, in the absence of a tool like yours, it's sort of done, you know, there's a degree of manual effort here. There's a degree of patrolling the lines, there's a cycle of vegetation management. So if you've done a line this year, in three years or four years or five years, you want to be looking at it again. This takes a little bit of that—I don't want to call it guesswork, but it takes a little bit of that manual effort out of the equation and really focuses efforts in the right way, and it's only with the tools that, you know, you folks are using that you're able to do that volume of analysis and get that pinpoint accuracy. So that's fantastic. Let me get into the success of it all, like the big picture. We've obviously talked a couple times here that you're our partner here at Hydro Ottawa, so I know the success that we're having with you, but, you know, tell us some of the great success stories with other utility partners. Are you actually reducing weather-related outages? Are you seeing the impact of using the Overstory tools and methodology to support utility partners?   [00:28:28] Lynn Pedesch: Yeah. I mean, weather-related outages can mean many things. You have trees knocking over, like the pole might crack, etc. You know, those, there's a lot of things that can happen during a storm, and I've heard a lot of stories about some of the storms that Ottawa has experienced in the past years where, you know, you could have had anything and they're just heavier and the consequences are really strong. But what we can impact is the tree-caused outages. And that we've proven with Hydro Ottawa where, within a year, by focusing that targeted program on going to an area where you had a massive amount of these trees that were dying off, and at any point with just a little bit too heavy wind could be toppled over and fall on the line, we had a 44% reduction in tree-caused outages. That's a real, tangible number you can see. I'm thinking about a utility as well on the East Coast, a co-op that runs through very rural areas. In those areas, you have trees outside of the right-of-way that are toppling over onto lines, so tree-caused outages are a huge issue for them and it's really impacting their SAIDI and SAIFI, those key KPIs that utilities are always tracking. And by us just giving them a rank order of which hazard tree—they had so many of them—which hazard tree to even go to first, because if that hazard tree were to fall on a line, a ton more people are going to be out of power than if the other one were to fall on the line where you will have like one rural cabin that will not have power. That led to a reduction of something around 90% of tree-caused outages to 70%. It's still a long way to go, but it was a really tangible number that you can see, and it shows that if you then do that proactive work, you have a real impact on your tree-caused outages. And if I think about our customers in California, Pacific Gas and Electric for example, it's a lot about helping them understand where they don't need to go. So it's kind of doing something of a visual inspection and actually skipping certain spans. That can be in itself a really big use case, because right now, if you don't have an understanding about where your risks are, you might be sending trucks to roll for hours around areas where there is not really any tangible work to be done. So redirecting them to the right areas is where we've seen a lot of success there, and that obviously leads to budget wins, right? You'll be saving a lot of money by doing that, and those are kind of the use cases that we chase and that we kind of help prove the cases on.   [00:31:07] Trevor Freeman: Absolutely. Yeah, there's only so many resources you can throw at this, and making sure that we prioritize and focus those resources in the right spot is absolutely critical. You were just talking about the West Coast and you mentioned this earlier, I know wildfires is an area that is obviously of great interest for your organization. We're fortunate here at Hydro Ottawa in that we haven't really had to deal with that much, but anybody who's, you know, following the news knows this is a major problem for us. So how, what is your role in helping those utilities prevent wildfires? Maybe give us a very quick primer on why utilities are a factor when it comes to wildfires first, and then how your organization is supporting that.   [00:31:52] Lynn Pedesch: So unfortunately, utility-caused wildfires tend to be the most catastrophic wildfires because they're critical infrastructure, and we've obviously seen that happen across the world and in the US recently again and again. But utility-caused wildfires, as I said at the beginning, are also the actual wildfires that are preventable. So that's really where we're lying into. A lot of the forests right now, they've become tinderboxes. That is obviously because of fire suppression policies, that's because of forest management techniques that have been leveraged in the last couple of hundred years that are slowly changing at a different pace. Canada's had some, unfortunately, some really bad fire seasons recently as well. And so where Overstory wanted to place itself is in that prevention space—to even not get to the point where you have a spark, because there's a lot of tools out there that focus on mitigation and what do you do when you see that first plume of smoke coming up, and so we've landed in kind of really focusing on the prevention side so that utilities are hopefully in the future not the ones that spark any of those catastrophic wildfires. We've already always been looking at the vegetation that could touch your conductor, right? That I've been speaking about a lot. But now we're really excited for the first time and we recently announced that we launched a fuel detection model. So that's us looking at the ground fuel conditions, and those are actually usually the key contributors to the spark that spreads the fire. We're now providing that to utilities as a much higher resolution than ever before. For me, it's interesting cause I've spent a lot of time looking at trees, and now I'm going into the field and I'm looking at the ground, and it's a new perspective! But yet again, we could just, you know, we don't want to overwhelm our customers with a lot of maps and showing the fuel conditions necessarily, we can really help them identify those spans where a single failure would have the greatest consequence. So yet again, it's about how to make that data—there's a lot of wildfire risk maps out there—but make it a very actionable list of spans that if they were to tackle those, they are very proactively reducing the risk of igniting a fire and as a result obviously protecting their communities.   [00:34:10] Trevor Freeman: Got it. So it's not just about the overhead trees, branches, etc., contacting the line, it's, you know, if a switch goes, if an insulator pops, if something happens that will cause sparks, what's happening on the ground below that line, and how do we make sure it is able to withstand sparks that might happen.   [00:34:29] Lynn Pedesch: Exactly. If you have dry grasses, if you have sagebrush, if you have certain types of fuels, they're just much more likely to spark a fire and then spread out without there even being any trees. You have these prairies along Texas that can blow up in a fire very quickly, and the fires can spread to tremendous sizes. And so understanding the fuels on the ground is really important.   [00:34:55] Trevor Freeman: Super interesting and fascinating, fascinating work to get involved in. As you mentioned, this is obviously an area of, I don't even know if I'd call it growing concern anymore, great concern for the utility industry and all of us. So with the technology that's, you know, we talked about AI a little bit ago, it's literally growing before our eyes, it's really evolving fast. Do you see your technology evolving along with it? What's kind of next for your organization? You talked about getting into sort of the ground vegetation management—what comes next? How do you see it evolving as AI and tools evolve?   [00:35:32] Lynn Pedesch: Yeah, I mean, if we see that the future is where we want to support a grid that is much safer and reliable as I mentioned, we also want to make sure it's resilient to the climate and the economic pressures that there are. So our initial focus and our continued focus and where we have a lot of our expertise has been with vegetation. Now we're starting to look at the ground fuels, then that naturally evolves into looking at the asset vulnerabilities, so, you know, the actual poles and if there's any failures potentially on those, as well as further weather exposures, right? It becomes then about the soil moisture, it becomes about the wind speed, it becomes about the rain precipitation, etc. So there's a myriad of things that we can start looking at and that we want to start looking at in order to get that more holistic view of risk and go beyond just vegetation. Right now where we're investing most heavily in is that wildfire risk. There's also the resolution that we see with satellites right now is at 30 centimetres, that might drop down to 15 or 10 centimetres, so the resolution will get higher. There's other sources that we're exploring already, sometimes flying aerial imagery that is at 5 to 15 centimetres. Then you really start seeing—then you can start seeing a leaf on a tree! It gets really impressive. There's LiDAR, there's lots of other kinds of remote sensing technologies that we're looking to leverage in the future. And then as a company as well, we're starting to obviously also expand internationally. We started working with utilities in New Zealand that have very similar problems and various regulatory changes, they also have a problem with wildfire risk. So that is another angle that at Overstory we're chasing right now.   [00:37:18] Trevor Freeman: Yeah, I'm glad you brought up that understanding of other assets beyond just vegetation has kind of been running through my head of—we talk about, and I think we've talked about it here on the show, if we haven't I should do an episode on that, like a digital twin. A digital twin of our grid, and really having a good understanding of not just, you know, a line drawn on a map of, "Hey, your circuits run this way," but really physically what's happening out there and it being able to sort of model that, interact with it in a digital way to understand if we do X, Y, and Z, what happens. So the technology that you guys are using to really get good imagery and understanding of what's out there, I think what I'm hearing from you is that could potentially be leveraged in that next level to understand what poles do we have, what health are they in, what's happening with that conductor, is it sagging too much, is it in good health, like there's all this opportunity. That's really fascinating to hear.   [00:38:15] Lynn Pedesch: Yeah, already now when we look at transmission corridors, we look at the sag of these lines, and the terrains are also really challenging things to look at. So there's a lot of factors that need to be taken into account, and that can only expand as we want to look at risk more beyond just the vegetation element.   [00:38:34] Trevor Freeman: Very cool. Well, Lynn, very, very interesting to hear this. I'm really glad you came on the show today to talk to us. Fascinating to hear what Overstory's up to. I know that we're super excited to be working with you here at Hydro Ottawa, and excited for what comes next. We always end our interviews with a series of questions, so I'm going to dive into those, and here we go. What is a book that you've read that you think everyone should read?   [00:39:00] Lynn Pedesch: I was thinking about an author more than a book. My favorite author is Jonathan Franzen. If I would recommend one book, it'd probably be The Corrections, his most famous one, I believe. But they're like these chunky 800-900 page books where you kind of get immersed in these families and you feel like you know them at the end, and then they kind of, I think about them for like months afterward! They're really good reading, at least for the winter when it's cold and you spend a lot of time inside, so probably Jonathan Franzen's books, yeah.   [00:39:31] Trevor Freeman: Yeah, we're recording this just before the holidays and I think we'll be releasing the episode after, but winter is such a great time to curl up with a book and it's awesome to have a good recommendation of a nice thick book.   [00:39:41] Lynn Pedesch: It'll still be cold in January, especially in Ottawa!   [00:39:44] Trevor Freeman: Absolutely, absolutely. So, same question, but a movie or a show?   [00:39:49] Lynn Pedesch: Yeah, I'm not a big movie buff, but I recently rewatched What's Eating Gilbert Grape. I don't know if you've seen it, with Johnny Depp and Leonardo DiCaprio, and I always felt like Leonardo DiCaprio should have received an Oscar for that performance back when he was 14, but yeah, it's a beautiful movie.   [00:40:07] Trevor Freeman: Oh, nice! Yeah, that's a bit of a blast from the past, but you're right, that is a fantastic one. If someone offered you a free round-trip flight anywhere in the world, where would you go?   [00:40:17] Lynn Pedesch: French Polynesia, because it's so far, I've never been. I had a friend who went, and I'm sure it's very expensive to go there, so it'd be great for someone to pay! Yeah, no, that's a place I'll go one day, so yeah.   [00:40:31] Trevor Freeman: Fantastic. Who is someone that you admire?   [00:40:34] Lynn Pedesch: Yeah, that's a tricky one because I was thinking about people in my family, etc., but if I were to think about a public persona—and also a bit of a blast from the past—I'll think about Tina Turner. She's been my icon since I'm a kid. I was always listening with my dad to Tina Turner. And I think the word that I've probably most used in today's episode was like "resilience," and I always think about her as like possibly the most resilient woman in the world who reinvented herself and her career in her 40s and 50s, and is this complete power woman, you know, always done everything at her own terms. So I get so much energy from, not just her music, I've seen so many documentaries about her, and she's always been this kind of woman that fills you with energy and kind of drives you. So, I'm a big, big fan of Tina Turner.   [00:41:28] Trevor Freeman: That's fantastic. I have to say, that's never come up on the show before, and now I need to go and dive down a rabbit hole of learning about Tina Turner and listening to some music. That's a really good answer. Last question: What's something about the energy sector or, let me expand that to kind of the climate sector, that you're really excited about?   [00:41:47] Lynn Pedesch: Yeah, I'm going to take a very high level, but I think the thing I've been following the most is like that broad topic of the energy transition, and I think the recent changes or like kind of the way we talk about it has become a lot more interesting because it used to be this kind of fluffy, big kind of vision, and now we're in that phase where it just has to be very practically implemented. And we're trudging along with it, no matter the political climate, etc., there is kind of a move forward. And I actually really like the way that, I think when I first started learning about it or getting interested in it, it was always about renewables, and now it's around just sort of like needing to build a system that is both like low carbon and climate resilient, and there's something in that like way we talk about it now that I find really interesting. There's immense amounts of innovation in it, so, yeah, I'm just enjoying following what's happening on that and how we are moving that direction no matter what's happening right now, so that's exciting.   [00:42:48] Trevor Freeman: Yeah, good one. I know my listeners are probably rolling their eyes because I say this all the time, but it's a very exciting time to be in this industry, and very exciting to kind of see the evolution of energy and how we're interacting with it, how it's impacting our society. It really feels like we're at an inflection point, and very great to have you working on one aspect of that that people probably don't think about a lot, so thanks very much for what you're doing.   [00:43:13] Lynn Pedesch: Yeah, exactly! When you start working for Overstory, the one thing that happens is wherever you go, you see trees and power lines, and I have a very keen eye for, unfortunately, trees that are in poor health right now, so that's one of the professional things I've developed.   [00:43:28] Trevor Freeman: You carry like a spool of red ribbon around, you can tie on the at-risk trees, just so someone could come along! Lynn, thanks so much for coming on the show today, really appreciate it. It's been great chatting with you.   [00:43:38] Lynn Pedesch: Thank you so much. Take care.   [00:43:40] Trevor Freeman: Thanks for tuning in to another episode of the Think Energy podcast. Don't forget to subscribe wherever you listen to podcasts, and it would be great if you could leave us a review—it really helps to spread the word. As always, we would love to hear from you, whether it's feedback, comments, or an idea for a show or a guest. You can always reach us at thinkenergy@hydroottawa.com.  

Send us a text and chime in!After 28 years of dedicated service to the Town of Prescott Valley, Utilities Director Neil Wadsworth has announced his retirement, effective August 3, 2026. Throughout his career, Neil has played a vital role in overseeing the operation of Prescott Valley's water and wastewater systems, helping ensure safe, reliable utility services for the community. His leadership, expertise, and commitment to public service have left a lasting and meaningful impact on the Town and the residents he has faithfully served for nearly three decades. We extend our heartfelt congratulations to Neil on his well‑earned retirement and express our sincere appreciation for his...   For the written story, read here >> https://www.signalsaz.com/articles/prescott-valley-announces-retirement-of-utilities-director/ Check out the CAST11.com Website at: https://CAST11.com Follow the CAST11 Podcast Network on Facebook at: https://Facebook.com/CAST11AZFollow Cast11 Instagram at: https://www.instagram.com/cast11_podcast_network

WATCH the video on Substack by clicking the play button above or on YouTube (here).STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.DOWNLOAD a pdf of a moderately edited transcript and the slide deck using the blue Download buttons below.We continue our July series focused on Strait of Hormuz Crisis takeaways with a focus on energy and power sub-sector stock performance. We take a look back at growth and profitability since 2021, which has yielded some surprising results and areas for improvement. Our key messages from the four charts we go through this week are as follows: * Energy versus Tech has been inversely correlated since 2021, with Energy surprisingly having kept pace with the Mag-7 over this time frame. * Despite improving growth expectations Utilities have lagged on higher interest rates. The question is when does improving growth expectations for utilities overcome what might be an ongoing interest rate headwind. * Traditional energy equities are again discounting below normal oil prices…perhaps not quite trough conditions, but something only a little bit better. * There has been considerable sub-sector divergence on profitability and growth over the last 5 years, with some surprising winners, losers, and areas for improvement. LNG, IPPs, midstream, and downstream sectors are all winners. There is scope for improvement from IOCs, both oily and gassy E&Ps, and oil services. Timestamps: 0:00 Introduction 2:39 Energy and Tech Inversely Correlated Since 2021 5:16 Utilities Lag On Higher Treasury Yields 6:34 Forward Oil Outperforming Oil Equities 10:30 Sector Growth and CROCI Comparison 14;44 On A Personal Note

 In this week's episode, David and Ian discuss the continued chop fest, how the Magnificent Seven is a red flag, although at the same time Financials and Transportation stocks look good, which aids the bullish thesis that this consolidation resolves in the direction of the primary trend. They also discuss if the mega cap tech and Magnificent Seven era is over, what is going on with Consumer Staples, Utilities, and is it interest rate or inflation driven. Other topics discussed are tangible assets, the U.S. Dollar, the SpaceX IPO, and the next generation of market technicians. 

July 24, 2026 - Public Service Commission CEO and Chair Rory Christian visits the studio to explain how financial penalties are used to incentivize better customer service by New York's utility operators. We also discuss the state utility regulator's role in developing future nuclear power and data center projects.

It's Friday, July 24. 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.

The ASX 200 rose 16 points to 8,839 (+0.2%) after a strong start was derailed by better-than-expected jobs data.Banks were firm, with CBA climbing 0.4% and the Big Bank Basket up to $284.71 Elsewhere, financials eased back following the news from MQG that CEO Shemara Wikramanayake will step down in November to be replaced by Greg Ward. The stock fell 0.5% on the news. We also saw losses in the insurance sector, with QBE down 1.1% and SUN falling 1.9%. Once again, it was the industrials that came under pressure, with the tech space falling hard as US software stocks weakened. XRO dropped 5.0%, WTC fell 7.0%, and TNE also suffered. The All-Tech Index fell 2.9%, with 360 down 5.5% too. Industrials eased back, with TLS down 0.6%, while REA, CAR and SEK also fell. Retail stocks were weaker, led lower by WES. Utilities firmed, with ORG up 0.8%.Resources were stronger again today, with BHP up 1.5% and FMG rising 1.0%. S32 had another good day, and we saw a bounce in lithium stocks, with LTR up 3.6% and PLS rising 1.9%. Gold miners were also slightly firmer as bullion managed to hold on to recent gains. Coal stocks were better, along with uranium names, with PDN the standout following broker upgrades, up 11.6%.In corporate news, GDG had a cracker of a day, rising 37.1% after updating its funds under management. STO narrowed its production guidance to 99m to 105m barrels of oil equivalent. Elsewhere, SFR had a good day after reporting record quarterly revenue.In economic news, the latest jobs data pointed to a resilient economy, with the unemployment rate holding at 4.4%, although most of the employment growth came from part-time jobs. The result is likely to keep pressure on the RBA to raise interest rates.Asian markets were better, Nikkei 225 up 0.9, HK up 1.4% and China up 0.1% - Korea up 4.3%. US futures drifting lower - Dow down 44 and Nasdaq down 100. Oil firms. European futures off slightly. Marcus Today – Daily Market InsightsMarcus 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-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – 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-podcastPrinciples – 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.

Industrial Talk is onsite at PowerGen and talking to Bill Kaewert, Strategic Advisor/Board Member with Stored Energy Systems about "Data Centers and DC Power Solutions". Bill Kaewert, a veteran of the power generation industry, discussed the challenges and innovations in maintaining electric power at the PowerGen conference in San Antonio. He highlighted the significant load growth due to hyperscale data centers, AI, population growth, and electrification, which has led to a 80-gigawatt reduction in dispatchable energy over the past decade. Kaewert emphasized the role of data centers in providing dispatchable power, noting they have 100 gigawatts of generators. He advocated for decentralized energy solutions, including storage and on-site generation, to address these challenges and suggested that individual and commercial entities should invest in their own power assets to mitigate rising electric bills. Outline Introduction and Overview of PowerGen Conference Scott introduces the episode of Industrial Talk, sponsored by the Propane Education and Research Council, highlighting their commitment to safety training and innovative propane-powered technology.Scott thanks listeners for their support and introduces the PowerGen conference in San Antonio, encouraging listeners to attend in 2027.Scott introduces Bill Kaewert, a power generation industry professional, and mentions his height as a joke. Bill Kaewert's Background and Role at PowerGen Bill Kaewert shares that he has been attending PowerGen for over 20 years and works for a manufacturing company specializing in power electronics.Bill discusses the primary reason for his attendance at PowerGen: the increasing demand for electric power due to load growth, hyperscale data centers, AI data centers, population growth, and electrification of transportation.He highlights the issue of retiring dispatchable generation while load growth continues, emphasizing the importance of maintaining uninterruptible electric power.Bill mentions his role at Stored Energy Systems LLC, which manufactures power electronics for critical power applications in hospitals, data centers, and government facilities. Challenges in Maintaining Electric Power Bill explains the challenges of maintaining electric power with the increasing demand and the retirement of dispatchable generation.He discusses the role of data centers in providing dispatchable power, noting that data centers have around 100 gigawatts of generators ready to rock and roll.Bill emphasizes the importance of using data center generators before an outage to prevent serious problems, such as those seen in Texas during the winter storm.He mentions the need to readdress EPA and other regulations to allow the use of standby generators before an actual outage. Innovation and Solutions in Electric Power Bill discusses the potential for innovation in electric power, with individuals and businesses using storage batteries and on-site generation.He describes the concept of prosumers, who sometimes use grid power and sometimes produce their own power for export.Bill highlights the need for experimentation and failure to find the best practices for electric power management.He mentions the role of states as laboratories of democracy in finding solutions that work best for different geographic areas. The Role of Utilities and Market Dynamics Bill and Scott discuss the inefficiencies and limitations of the existing grid and the need for more dynamic and efficient management.Bill emphasizes the importance of individual experiments and innovations in bringing your own power (BYOP) to address the challenges of the electric grid.He mentions the Texas Senate Bill Six, which incentivizes large loads to take responsibility for financing new assets and avoid stranded assets.Bill highlights the potential for revolutionizing electric power through BYOP and the role of states in implementing their own regulations. The Impact of Data Centers and Electrification Bill provides statistics from Grid Strategies LLC, showing that 35-40% of demand growth is due to population and economic growth, not data centers.He explains that only 20-25% of the demand increase is attributable to hyperscale data centers and AI, with the rest coming from electrification of transportation and other factors.Bill argues that data centers are unfairly blamed for rate increases, as they are easy targets and not the primary cause of the demand growth.He advises residential and commercial customers to take charge of their electric power and invest in on-site assets to reduce or even zero out their electric bills. Coordination of Distributed Energy Resources Bill discusses the challenges of coordinating distributed energy resources, particularly inverter-based resources, which are becoming a majority of power generation.He mentions a massive power outage in Spain last April, where inverter-based resources were a significant factor, and the ongoing investigation into the cause.Bill highlights the complexity of managing distributed energy resources and the need for coordination to avoid stability issues.He emphasizes the importance of individual commercial enterprises in contributing to the problem or averaging out the impact on the grid. Conclusion and Contact Information Bill provides his contact information, encouraging listeners to reach out to him on LinkedIn.Scott thanks Bill for the conversation and highlights the importance of the PowerGen conference for the power generation industry.Scott encourages listeners to connect with him and other industry professionals to share their stories and innovations.The episode concludes with a reminder to listeners to stay tuned for more conversations and updates from the Industrial Talk podcast. 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! BILL KAEWERT'S CONTACT INFORMATION: Personal LinkedIn: https://www.linkedin.com/in/bill-kaewert/ Company LinkedIn: https://www.linkedin.com/company/stored-energy-systems-llc-sens-/ Company Website: https://www.sens-usa.com/ PODCAST VIDEO: https://youtu.be/bwdRLWfLJVw 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):

July 22, 2026 ~ Jim Runestad, State Senator R- White Lake and chairman of the Michigan Republican Party discusses the newly signed budget and a ballot proposal that would prohibit political contributions from utilities and government contractors. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

PFAS regulation now has more moving parts, deadlines, and compliance pathways than ever, but the bottom-line advice for water utilities is simple: keep moving.In this episode, Amanda Canida of Black & Veatch explains how utilities can navigate the regulatory complexity while advancing the treatment projects needed to meet federal drinking water standards.Federal monitoring data indicates that roughly 10 percent of public water systems could be affected by the four-parts-per-trillion limits for PFOA and PFOS. Utilities can pursue cleaner water sources or blend supplies, but many are preparing to install treatment at a central plant or directly at an individual well.EPA has proposed retaining the PFOA and PFOS limits while restarting the regulatory process for several other PFAS compounds and creating a streamlined exemption pathway for systems that need more time. Once that exemption rule is finalized, utilities would have 180 days to apply and may need interim measures such as temporary treatment, alternate water supplies, source-control planning, or public education.The challenge is increasingly financial, as construction costs have risen and demand has grown for the equipment and treatment media needed to remove PFAS. Utilities are already slowing other capital projects, shifting money between priorities, and setting aside contingency funds to cover emerging treatment needs.Canida outlines how desktop evaluations and laboratory testing can help systems compare granular activated carbon and ion exchange before committing to longer pilot studies. Utilities must also calculate when treatment needs to be operating—not merely completed—to keep their annual PFAS averages below the federal limit by April 2029.The path forward is to pursue funding now, prepare customers for difficult decisions, and design treatment systems that can adapt as regulators address more of the thousands of PFAS compounds under review.Learn more about PFAS from Black & Veatch.waterloop is a nonprofit news outlet exploring solutions for water sustainability.

Three of our favorite segments from the week, in case you missed them. Gov. Sherrill Tries to Control NJ's Utility Bills (First) | What's Unseen at the Grocery Store (Starts at :18) | 10-Question Quiz: 2026 World Cup (Starts at :45) If you don't subscribe to the Brian Lehrer Show on iTunes, you can do that here.   Image:  The New Fred Meyer on Interstate on Lombard (7404 N Interstate Ave, Portland, OR 97217). This version has additional correction to correct for poor white balance and slight counterclockwise rotation, 23 December 2004 (Original:  lyzadangerDerivative work:  Diliff, CC BY-SA 2.0, via Wikimedia Commons) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This episode of People in Power features Danielle Hughes, a long-time resident of Lake Tahoe and CEO of Tahoe Spark (Supporting Permanent Affordable Residential Kilowatts). Tahoe Spark is a 501(c)(4) nonprofit regional energy and public policy organization focused on energy affordability, climate resilience, infrastructure transparency, and regulatory oversight in Liberty Utilities' California service territory. According to Hughes, Liberty residential utility customers lack a say in energy planning and procurement, a situation she says state energy regulators are allowing to happen. She also explores issues around the process by which Liberty is going about securing a new energy supply contract after its previous one was canceled by NV Energy.

Every morning, Gary Siders Jr. left a house where sixteen children were confined to a single room and went to work delivering food to strangers. He had a phone. A car. Customer ratings. Small talk at restaurant counters. Then every night he drove back to Ohmer Street and walked into the other reality. He held both, simultaneously, for years — and never cracked in public.Psychotherapist Shavaun Scott examines the compartmentalization that makes that possible, and what it says about the minds inside that house. Because nothing about the Siders operation was falling apart. Taxes paid. Utilities running. Regular shopping trips. This was a managed household — organized around confinement instead of care — and three generations participated in the management.The conversation turns to Elizabeth Siders, married at fifteen while pregnant, cut off from her family for fifteen years, possibly pregnant twenty times starting at age thirteen. Scott works through whether a person shaped by that kind of control from childhood can meaningfully be called a decision-maker — and what the DNA testing investigators are now running on the older children could reveal about how far inward this family collapsed.Join Our SubStack For AD-FREE ADVANCE EPISODES & EXTRAS!: https://hiddenkillers.substack.com/ Want to comment and watch this podcast as a video? Check out our YouTube Channel. https://www.youtube.com/channel/UC8-vxmbhTxxG10sO1izODJg?sub_confirmation=1 Instagram https://www.instagram.com/hiddenkillerspod/ Facebook https://www.facebook.com/hiddenkillerspod/ Tik-Tok https://www.tiktok.com/@hiddenkillerspod X Twitter https://x.com/TrueCrimePodThis publication contains commentary and opinion based on publicly available information. All individuals are presumed innocent until proven guilty in a court of law. Nothing published here should be taken as a statement of fact, health or legal advice.#SidersFamily #GarySiders #HiddenKillers #TrueCrime #OhioHouseOfHorrors #16KidsOhio #FamilyPsychology #Compartmentalization #CoerciveControl #VintonCounty

It's Thursday, July 16. 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.

At midnight on 16 July 2015, 140 workers at the state-owned Qulliq Energy company in Nunavut, Canada, walked out on strike demanding pay increases to keep up with rising prices. The strike, by members of the Nunavut Employees Union who maintained power lines and plants in the region, continued for three weeks until the local government offered them a new three-year pay deal which included pay rises of 2% in the first year and 1.5% in each of the subsequent years, which the workers accepted.More information, sources and map: https://stories.workingclasshistory.com/article/7352/nunavut-power-workers-strikeOur work is only possible because of support from you, our listeners on patreon. If you appreciate our work, please join us and access exclusive content and benefits at patreon.com/workingclasshistory.See all of our anniversaries each day, alongside sources and maps on the On This Day section of our Stories app: stories.workingclasshistory.com/date/todayBrowse all Stories by Date here on the Date index: https://stories.workingclasshistory.com/dateCheck out our Map of historical Stories: https://map.workingclasshistory.comCheck out books, posters, clothing and more in our online store, here: https://shop.workingclasshistory.comIf you enjoy this podcast, make sure to check out our flagship longform podcast, Working Class History

Living the Slow Life: Retiring in Cuenca, Ecuador with William HutterWhat if the secret to a fulfilling retirement was simply slowing down? William Hutter didn't plan to fall in love with Cuenca, Ecuador. He went to visit his husband's hometown and kept crying every time he had to leave. Eventually, he stopped leaving.In this episode, William shares what life is really like in one of South America's most livable cities for LGBTQ+ expats. A therapist and educator by training, William brings both personal warmth and honest reflection to everything from the $235-a-year private health insurance to the night watchmen who bicycle through his neighborhood blowing a whistle. This is one of the most grounded, real-world conversations we've had on the show.What We Cover:* How William ended up in Cuenca and why it felt like home from the very first visit* The city's geography, elevation, and why "eternal spring" is more than just a marketing phrase* Cost of living in 2024, including what's changed as more expats have arrived* Housing options, from renting in the city center to buying a two-bedroom condo for under $180,000* The healthcare system, including $235-a-year private insurance that covers dental and vision, no questions asked about pre-existing conditions* LGBTQ+ life, visibility, and safety, including holding hands in public and a brand new Pride parade* Visa and residency options for retirees, with a look at the investment visa, marital visa, and path to citizenship* Walkability, the 35-cent tram, and why Uber doesn't exist in Cuenca* Food culture, from fresh markets and guinea pig to the best pistachio ice cream you'll ever have* The honest trade-offs, including inconsistent sidewalks, occasional brownouts, and the need for flexibilityTimestamps:00:00 - Introduction to William Hutter and his unexpected path to Cuenca02:13 - Why William cried every time he had to leave04:02 - What most people get wrong about Cuenca05:00 - Three words that describe Cuenca: relational, walkable, grounded06:00 - Who thrives in Cuenca and who struggles09:33 - Geography, elevation, and surrounding landscape10:23 - Climate, green spaces, and year-round spring12:19 - Humidity, weather patterns, and proximity to the coast15:30 - Cost of living and how expat growth is changing prices17:15 - Rental and purchase prices, city center vs. outside19:18 - What a retired couple actually needs to live comfortably22:05 - Utilities, internet, and no heating or air conditioning25:16 - Housing market dynamics and neighborhood differences26:02 - Language, Spanish proficiency, and William's honest advice31:23 - Walkability, the tram, buses, and getting around without a car35:33 - Terrain and sidewalk realities for seniors with mobility concerns37:19 - Taxis, ride-share alternatives, and the cost of getting around39:10 - LGBTQ+ community, visibility, and safety as a same-sex couple45:21 - Pride events, gay bars, and expat community meetups46:35 - Visa options, residency, and the path to Ecuadorian citizenship48:44 - Taxes, private insurance, and the public healthcare system51:46 - $235-a-year health coverage and pre-existing conditions53:53 - Medications, same-day appointments, and what healthcare really costs56:07 - Crime, gun laws, and neighborhood safety59:19 - Night watchmen, safe streets, and walking home after dark61:02 - Arts, culture, museums, and why Cuenca is Ecuador's arts capital65:46 - Food culture, fresh markets, guinea pig, and dining costs71:14 - Cafe culture, ice cream, and coffee without free refills74:09 - Restaurant culture, tipping, and international cuisine78:29 - How Cuenca compares to Mexico and Portugal79:28 - One sentence: why retire in Cuenca?Resources mentioned in this episode:* Montanita, Ecuador, recommended by Brian Longstreth* Duolingo for Spanish practice* San Sebastian neighborhood in Cuenca, recommended for expat-friendly cafes and restaurants* Ecuador expat communities on FacebookThe information shared in this episode reflects the personal experience of our guest and is not intended as legal, financial, or medical advice. Please consult qualified professionals before making any decisions about international relocation, visa applications, healthcare, or financial planning.

Living the Slow Life: Retiring in Cuenca, Ecuador with William HutterWhat if the secret to a fulfilling retirement was simply slowing down? William Hutter didn't plan to fall in love with Cuenca, Ecuador. He went to visit his husband's hometown and kept crying every time he had to leave. Eventually, he stopped leaving.In this episode, William shares what life is really like in one of South America's most livable cities for LGBTQ+ expats. A therapist and educator by training, William brings both personal warmth and honest reflection to everything from the $235-a-year private health insurance to the night watchmen who bicycle through his neighborhood blowing a whistle. This is one of the most grounded, real-world conversations we've had on the show.What We Cover:* How William ended up in Cuenca and why it felt like home from the very first visit* The city's geography, elevation, and why "eternal spring" is more than just a marketing phrase* Cost of living in 2024, including what's changed as more expats have arrived* Housing options, from renting in the city center to buying a two-bedroom condo for under $180,000* The healthcare system, including $235-a-year private insurance that covers dental and vision, no questions asked about pre-existing conditions* LGBTQ+ life, visibility, and safety, including holding hands in public and a brand new Pride parade* Visa and residency options for retirees, with a look at the investment visa, marital visa, and path to citizenship* Walkability, the 35-cent tram, and why Uber doesn't exist in Cuenca* Food culture, from fresh markets and guinea pig to the best pistachio ice cream you'll ever have* The honest trade-offs, including inconsistent sidewalks, occasional brownouts, and the need for flexibilityTimestamps:00:00 - Introduction to William Hutter and his unexpected path to Cuenca02:13 - Why William cried every time he had to leave04:02 - What most people get wrong about Cuenca05:00 - Three words that describe Cuenca: relational, walkable, grounded06:00 - Who thrives in Cuenca and who struggles09:33 - Geography, elevation, and surrounding landscape10:23 - Climate, green spaces, and year-round spring12:19 - Humidity, weather patterns, and proximity to the coast15:30 - Cost of living and how expat growth is changing prices17:15 - Rental and purchase prices, city center vs. outside19:18 - What a retired couple actually needs to live comfortably22:05 - Utilities, internet, and no heating or air conditioning25:16 - Housing market dynamics and neighborhood differences26:02 - Language, Spanish proficiency, and William's honest advice31:23 - Walkability, the tram, buses, and getting around without a car35:33 - Terrain and sidewalk realities for seniors with mobility concerns37:19 - Taxis, ride-share alternatives, and the cost of getting around39:10 - LGBTQ+ community, visibility, and safety as a same-sex couple45:21 - Pride events, gay bars, and expat community meetups46:35 - Visa options, residency, and the path to Ecuadorian citizenship48:44 - Taxes, private insurance, and the public healthcare system51:46 - $235-a-year health coverage and pre-existing conditions53:53 - Medications, same-day appointments, and what healthcare really costs56:07 - Crime, gun laws, and neighborhood safety59:19 - Night watchmen, safe streets, and walking home after dark61:02 - Arts, culture, museums, and why Cuenca is Ecuador's arts capital65:46 - Food culture, fresh markets, guinea pig, and dining costs71:14 - Cafe culture, ice cream, and coffee without free refills74:09 - Restaurant culture, tipping, and international cuisine78:29 - How Cuenca compares to Mexico and Portugal79:28 - One sentence: why retire in Cuenca?Resources mentioned in this episode:* Montanita, Ecuador, recommended by Brian Longstreth* Duolingo for Spanish practice* San Sebastian neighborhood in Cuenca, recommended for expat-friendly cafes and restaurants* Ecuador expat communities on FacebookThe information shared in this episode reflects the personal experience of our guest and is not intended as legal, financial, or medical advice. Please consult qualified professionals before making any decisions about international relocation, visa applications, healthcare, or financial planning.

The Australian share market finished flat on Tuesday as geopolitical tensions and rising oil prices kept investors cautious. Utilities and healthcare outperformed while financials and property trusts faced headwinds. US inflation data and major bank earnings tonight could reshape market sentiment and interest rate expectations. Steve Daghlian and Laura Besarati are Market Analysts at CommSec. Each episode, they break down the day's market movements and explain what the numbers really mean. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

This week on Mac Geek Gab 1150, Pilot Pete, Adam Christianson, and Dave Hamilton pack an Embrace Your Geekness Day episode with Quick Tips you’ll put to work immediately. You’ll learn how to schedule birthday messages so you never miss one, silence those pesky automatic Shortcuts notifications, and give Apple Intelligence the context it needs to actually help. From automating Theater Mode the moment CarPlay connects, to using your iPhone to check for ticks, to texting “Marco” so your lost iPhone sings until you find it, these are the tips that keep you sharp. You’ll also dig into searching Safari history to retrace your steps, building Smart Folders to hunt down space-hogging files, and using Photos’ Map utility to surface shots from wherever you are. Then it’s your questions, answered. You’ll find out how to identify and clear runaway RAM, where Messages in the Cloud actually lives, and how to reclaim iCloud storage with tools like PowerPhotos and Gemini 2. You’ll get the real story on Time Machine drives and Spotlight, plus how to speed up sluggish Notes syncing. In Cool Stuff Found, the crew serves up Catchin’ Sync, the OBSBOT Tiny 3 webcam, Hyperspace for reclaiming space with file clones, and imessage-exporter to back up your texts. It’s an hour-plus of geek gold, and if you tune in every week, you Don’t Get Caught missing the fix you needed. 00:00:00 Mac Geek Gab 1150 for Monday, July 13th, 2026 July 13th: Embrace Your Geekness Day MGG Monthly Giveaway – Win a license to Mole Quick Tips 00:00:01 Jim-QT-Schedule Sending of Birthday Messages 00:04:16 JT Ray-QT-Disable automatic Shortcuts notifications 00:06:33 QT-Apple Intelligence and its context 00:09:26 Todd-Automate Theater Mode when CarPlay is enabled 00:10:44 Troy-QT-Use your iPhone to check for ticks 00:12:49 Larry-QT-Text Marco to your lose iPhone and have it play a song until you find it 00:18:31 Andy-QT-Search Safari’s History to find places you’ve visited 00:20:12 KiwiGraham-QT-Setup Smart Folders to find large files 00:23:38 Greg-QT-Use Photos > Utilities > Map to find photos in your current location (and elsewhere) Sponsors 00:26:42  SPONSOR: Helix Sleep makes premium mattresses and bedding that are customized to fit your personal needs, and conveniently shipped to your door. Go to https://helixsleep.com/MGG for 27% Off Sitewide. 00:27:50 SPONSOR: CleanMyMac. Get Tidy Today! Try 7 days free and use our code MACGEEK for 20% off at https://clnmy.com/MACGEEK 00:29:02 SPONSOR: OneSkin. Born from over a decade of longevity research, OneSkin's OS-01 Peptide is proven to target the visible signs of aging, helping you unlock your healthiest skin now and as you age. Get 15% off OneSkin with the code MGG at https://www.oneskin.co/MGG  #oneskinpod #ad Your Questions Answered and Tips Shared! 00:30:31 Bill-1148-How do you identify and clear up RAM usage? iStat Menus Marco Arment's Quitter 00:39:23 Gary-1149-Where can I see Messages In The Cloud? 00:44:17 Roy-How can I clean up my iCloud storage? PowerPhotos Gemini 2, the duplicate finder (and “similar finder”) 00:53:25 Bill-1148-Turns out you can’t exclude Time Machine drives from Spotlight 00:56:51 Henry-1148-Speeding Up Notes Syncing Cool Stuff Found 01:01:20 Andy-1149-CSF-Catchin' Sync 01:02:15 Andy-CSF-Obsbot Tiny3 Webcam 01:08:53 Harvey-CSF-Hyperspace to use file clones to save space 01:11:44 Chris-CSF-1149–imessage-exporter to export your iMessages 01:17:42 MGG 1150 Outtro MGG Monthly Giveaway Bandwidth Provided by CacheFly Pilot Pete's Aviation Podcast: So There I Was (for Aviation Enthusiasts) The Debut Film Podcast – Adam's new podcast! Dave's Business Brain (for Entrepreneurs) and Gig Gab (for Working Musicians) Podcasts MGG Merch is Available! Mac Geek Gab iOS app Mac Geek Gab YouTube Page Mac Geek Gab Live Calendar This Week's MGG Premium Contributors MGG Apple Podcasts Reviews feedback@macgeekgab.com 224-888-GEEK Active MGG Sponsors and Coupon Codes List BackBeat Media Podcast Network

The big things you need to know:First, we are making several changes to our S&P 500 sector views with upgrades to Tech to overweight and Consumer Discretionary to market weight, alongside downgrades of Communication Services to market weight and Utilities to underweight.Second, the expected growth rate for 2Q26 S&P 500 EPS has continued to drift up ahead of reporting season, but trends in beat rates and EPS revisions have been mixed.Third, on our broader outlook we're on guard for a shift back into US and mega cap Growth leadership.

Advanced water treatment is entering a new era. Utilities are moving beyond conventional treatment to tackle PFAS, expand water reuse, and secure new water supplies. That often means using technologies like membranes, ozone, activated carbon, and advanced filtration.Jaime Safulko of PCL Construction explains what's driving this wave of investment and why these projects are more complex than the treatment plants of the past. She shares lessons from the El Paso Pure Water Project, which is expected to become the nation's first direct potable reuse facility. She also highlights recycled water projects in California and new PFAS treatment facilities in Colorado that are putting advanced technologies into practice. The conversation explores why collaboration has become just as important as the treatment technology itself. Bringing project partners together earlier helps utilities evaluate options, reduce risk, and avoid costly surprises during construction. Looking ahead, Safulko expects water reuse to become much more common. She also sees more regional partnerships and a new generation of treatment technologies that improve efficiency while lowering energy use and operating costs.Learn more about PCL Construction.waterloop is a nonprofit news outlet exploring solutions for water sustainability.

Industrial operations depend on water of a predictable quantity and quality, yet many organizations still treat that reliability as a given. Dr. Newsha Ajami joins Trace Blackmore, CWT, to examine water security as a business continuity issue and resilience as the ability to withstand pressure, maintain operations, and recover quickly when systems fail.  Connecting Risk, Resilience, and Recovery  For industrial water users, water security means maintaining access to the quantity and quality required to operate without interruption. That reliability depends on more than the water source itself. Treatment systems require energy, critical processes need backup plans, and organizations must understand what happens when one part of the system becomes unavailable.  Dr. Newsha connects risk assessment directly to resilience planning. Organizations can reduce exposure by developing portfolios of water sources and solutions, building redundancy, preparing for power disruptions, and allocating resources before a crisis occurs. Recovery should also create an opportunity to reconsider infrastructure, governance, and institutional structures rather than automatically rebuilding the same system in the same way.  Investing Before the System Fails  Proactive water decisions often require leadership willing to invest before the immediate need becomes visible. Dr. Newsha highlights Arizona's decision to store Colorado River allocations underground, Yuba Water Agency's collaboration with Blue Forest to support watershed and infrastructure resilience, and San Francisco's on-site water reuse requirements for qualifying buildings.  These examples demonstrate that resilience can be strengthened through policy, financial models, external partnerships, water reuse, supply planning, and business model innovation. They also show why public agencies and private businesses may approach risk differently—and why each can learn from the other.  Data Centers as a Water Challenge and Opportunity  Data center development places new attention on water availability, cooling demand, energy use, and community infrastructure. Rather than treating these facilities only as a threat to local resources, Dr. Newsha encourages water professionals to examine where they are built, how they are cooled, and what innovations could reduce their water and energy requirements.  Potential strategies include more efficient computing models, chip-level cooling, heat-absorbing materials, recovered-heat applications, water recycling, and co-location with facilities that can use excess heat. Collaboration between data center developers and host communities could also direct new investment toward aging or inadequate water infrastructure.  Making Water a National Priority  The Aspen national water strategy initiative brought together participants from agriculture, industry, energy, transportation, engineering, technology, rural and urban communities, Native American communities, and different political backgrounds. The goal was to identify shared principles and actions that could guide water decisions across national, state, and local levels.  Dr. Newsha argues that water must be managed as a national security issue. That requires investment not only in technology, but also in institutions, policies, business models, research, natural infrastructure, and the governance structures that shape decision-making.  Industrial water professionals can contribute by helping clients identify vulnerabilities, challenge assumptions, and make reliability investments before an interruption forces the decision.  Listen to the full conversation above. Explore related episodes below. Stay engaged, keep learning, and continue scaling up your knowledge!    Timestamps  01:19 — Trace Blackmore shares highlights from the previous week, including the Fourth of July, the daytime edition of The Hang with AWT Young Professionals, and the Scaling Up Nation's role in raising the bar across industrial water treatment.  03:05 — Trace recognizes several July 10 observances before turning the spotlight toward the water treatment industry's own annual celebration.  04:36 — Industrial Water Week 2026 returns October 5–9 with dedicated episodes covering pretreatment, boilers, cooling, wastewater, and careers in industrial water.  06:38 — Words of Water with James   09:15 — Upcoming Events for Water Treatment Professionals 11:01 — Interview with Dr. Newsha Ajami, founding director of the Risk Resilience and Recovery Program at Stanford University, about water security, resilient infrastructure, risk planning, recovery, and the policies and financial systems that shape water decisions 12:17 — Dr. Newsha explains how her engineering and hydrology background expanded into water policy, regulation, and infrastructure finance.  13:50 — Water's everyday invisibility can create a false sense that reliable access will always continue without deliberate planning or investment.  15:35 — Water security for industrial users means maintaining the quantity and quality required to operate reliably and avoid business interruptions.  16:23 — Resilience requires systems that can tolerate pressure, maintain operations through redundancy, and recover quickly after failure.  17:45 — Risk, resilience, and recovery connect through better vulnerability assessment, diversified water sources, backup plans, and improved rebuilding decisions.  21:26 — Utilities, insurers, financial institutions, nonprofits, and government agencies all influence how resilient water systems become.  22:09 — Reactive business models and inflexible funding structures often delay resilience investments until after a disaster has occurred.  25:51 — Arizona's groundwater storage, Yuba Water Agency's watershed investments, and Moulton Niguel Water District's operational changes demonstrate different approaches to long-term resilience.  29:45 — San Francisco's onsite water reuse requirements show how policy can support development while reducing pressure on centralized water supplies.  38:32 — The Aspen National Water Strategy seeks to create a nonpartisan roadmap shaped by diverse regions, sectors, communities, and political perspectives.  41:13 — Dr. Newsha explains why water should be treated as a national security issue and why innovation must extend beyond technology to policies, institutions, and business models.  43:44 — Stanford's Risk Resilience and Recovery Program examines how governance, insurance, finance, and legislation affect preparation for natural hazards and disaster recovery.  45:46 — Dr. Newsha invites listeners to connect through Stanford and LinkedIn to follow the program's research, partnerships, and future events.  47:51 — Trace summarizes the conversation, emphasizing risk awareness, system redundancy, improved recovery planning, and collaboration among all stakeholders.  51:00 — Trace encourages professionals to apply past operational data, involve every relevant stakeholder, and help more water treaters discover the Scaling UP! H2O podcast.    Quotes  "And even when they break, be able to bounce back quickly."  "Data centers, a challenge and an opportunity."  "But we use we have to use this opportunity to, we have to use this as an opportunity to change, to do better, to build our infrastructure."  "Water is an invisible connector across everything we have, we do, we depend on."  "We do talk about water, but we do not manage water as a national security issue. And water is a national security issue."    Connect with Dr. Newsha Ajami Email: newsha@stanford.edu   Website: Stanford University   LinkedIn: Newsha Ajami, PhD | LinkedIn    Guest Resources Mentioned   ASPEN – National Water Strategy  Governance for Risk, Resilience, and Recovery (GR3)  Aspen National Water Strategy Initiative  Arizona Water Banking Authority — Water Storage  Blue Forest — Yuba I Forest Resilience Bond   Dr. Newsha Ajami — Stanford Profile  Article 12C of the San Francisco Health Code  San Francisco Public Utilities Commission — Onsite Water Reuse   Yuba Water Agency — Forest Resilience Bond    Scaling UP! H2O Resources Mentioned  AWT (Association of Water Technologies)  Scaling UP! H2O Academy video courses  Submit a Show Idea  The Rising Tide Mastermind   Words of Water with James McDonald Today's definition is water lost from a cooling tower as liquid droplets entrained in the exhaust air. It is independent of water lost by evaporation.    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.    This episode made possible through our valued partners at: 

☀️ Welcome back to the Sanford Says Podcast: Summer Series – Beyond City Hall!

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.volts.wtf/subscribeMinnesota regulators Sydnie Lieb and Pete Wyckoff on why utility distribution spending — now a third of capital budgets and the biggest driver of rising bills — escapes the scrutiny the rest of the grid faces, and how to fix that.00:00 - Introduction04:23 - How distribution is regulated differently than generation and transmission09:25 - Why distribution matters now: an aging system and the build-more incentive14:00 - Contestable “mandatory” spending: undergrounding, DERMS software, capitalization22:19 - Reliability standards and the cost of chasing 100 percent28:42 - The MISO comparison: valuing a lost hour, and the scale of the numbers35:12 - Non-wires alternatives: batteries, the Xcel project, and modeling gaps40:31 - What regulators should require: AMI forecasts and beyond the prudence test47:22 - The speed objection: does more analysis slow things down?50:10 - Why spending caps and rate freezes are the wrong fix52:40 - Spending more anyway, and recent Minnesota PUC disappointments55:09 - Restructured markets: does the same logic apply?58:38 - The vision of a well-functioning process and scaling it nationally

Markets are pulling back after Monday's momentum buy signal as investors digest news that China's DeepSeek has reportedly developed its own AI chip. Is this the beginning of a larger rotation away from the semiconductor leaders that have powered this bull market? Lance Roberts examines why semiconductor stocks have become increasingly vulnerable after a parabolic advance, how new competition can quickly change supply-and-demand expectations, and why profit-taking in one sector can ripple through the entire market. We also discuss why defensive sectors, including Healthcare, Financials, Utilities, Real Estate, and Consumer Staples, could begin attracting capital if technology leadership continues to weaken. We'll review the technical backdrop, explain why momentum remains positive despite today's softer opening, and discuss practical risk-management strategies investors should consider as market leadership begins to broaden. 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/QeB5fBrW4yA --- Articles mentioned in this report: "Margin Debt Risk: The Ratios That Mislead Investors," https://realinvestmentadvice.com/resources/blog/margin-debt-risk-the-ratios-that-mislead-investors/ "Wage Growth As A Leading Inflation Indicator" https://realinvestmentadvice.com/resources/blog/wage-growth-as-a-leading-inflation-indicator/ "Mag 7 Stocks: Risk Or Opportunity In The Making?" https://realinvestmentadvice.com/resources/blog/mag-7-stocks-risk-or-opportunity-in-the-making/ --- 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 Candid Coffee, "Narrative Busters: Market Stories Investors Should Approach With Caution," Saturday, July 18, 2026: https://streamyard.com/watch/RfJtCj2byfDr --- 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/ #StockMarket #ArtificialIntelligence #Semiconductors #Investing #RiskManagement

Paul Schatz expects a Q3 market pullback driven by stretched sentiment and historical midterm election year trends. He discusses why a potential Fed rate cut could benefit REITs, utilities, and consumer staples, while setting the stage for new market highs in Q4.======== 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

Debate con Claudio Fernandez, Head of Utilities & Energy de Babel; Javier Sánchez Salas, CISO de Engie España; Ignacio Moratalla, Energy & Utilities Presales Director & KAM de Ayesa Digital; Moisés Baena, Industry, Energy, TMT & Services Director de Izertis; y Ángel Guevara, Consulting Manager - Manufacturing, Logistics, Energy & Utilities de Cognizant.

Here's obvious: Hotel energy prices aren't coming down. Rick West, CEO at Commercial Green Solutions, and Kenny Weston, VP at Commercial Green Solutions, explained why hoteliers need to stop treating utility costs as fixed. ⚡ The "double whammy" is real: your kWh costs are up AND your demand charges are through the roof. But there's $50 billion in rebates sitting in utility programs that most hotels don't even know exist.

Global power demand is rising sharply, and geopolitical instability is accelerating the need for secure, affordable, and diversified energy systems. In this episode, host Joe Colletti speaks with Robert Kwan, Head of Global Power, Utilities & Infrastructure Research, and Maurice Choy, Canadian Energy Infrastructure Analyst, to explore how RBC Imagine themes—energy security, affordability, crisis capitalism, synthetic technologies, and shifting superpowers—are reshaping the sector.The conversation highlights how utilities, midstream operators, and infrastructure investors are navigating a world where energy transition, digital demand, and geopolitical conflict collide. As Robert notes, “this current environment is hammering home to a broad population how important energy is to everybody's daily lives”.Key PointsGeopolitical conflict is reinforcing a global “all of the above” approach to energy supply.Rising energy prices are intensifying affordability pressures across households and industries.Hyperscalers and digital platforms are rapidly becoming dominant global electricity consumers.Utilities are investing heavily in resilience to manage climate, cyber, and grid instability risks.Synthetic technologies are improving efficiency and reducing supply‑chain vulnerabilities.Canada is increasingly well‑positioned to expand global energy exports across fuels and electricity.Massive infrastructure investment is required to deliver diversified, secure global energy systems.

Today's tech giants are poised for a maturity shift over the coming years, transitioning from high growth companies into more established market leaders. Confluence Associate Market Strategist and Certified Business Economist Thomas Wash joins Phil Adler to explain why the technology companies of tomorrow may look like the utility companies of today.

Episode 1: Grid Resilience & Safety — Caroline Thomas Jacobs, California Office of Energy Infrastructure SafetyThis is the first of a six-part series recorded live at the Grid Resilience Summit, a half-day industry event organised by LiveEO. Hosts Nick Ferguson and Steve Cieslewicz hand over to moderator Patrick Hollenbeck for a keynote and Q&A with Caroline Thomas Jacobs, Director of California's Office of Energy Infrastructure Safety — known as Energy Safety.Caroline has appeared on the UVM Podcast before: she was the very first guest when the show launched. Her return here marks another milestone — this is the UVM Podcast's inaugural video episode after four years of audio-only production since 2021.About Energy Safety Energy Safety was created in 2020 in direct response to the catastrophic utility-caused wildfires of 2017 and 2018, which killed over 100 people and destroyed more than 25,000 structures. Its core mission: review and approve annual Wildfire Mitigation Plans submitted by California's electric utilities, oversee their implementation through audits and field inspections, and drive the cultural change inside utilities needed to truly integrate fire risk into how they build, operate, and maintain the grid.Crucially, Energy Safety was designed not to be a traditional penalty-based regulator. The focus is on continuous improvement and learning — holding utilities accountable to developing new capabilities, not just meeting minimum standards.What's working Five years in, the data is encouraging. Total ignitions in California's High Fire Threat Districts in 2024 were down 18% on the seven-year average, and down 34% compared to 2020. Utilities have invested billions in grid hardening — covered conductor, undergrounding, remote sensing devices — and have deployed satellite imagery, LIDAR, and AI-driven risk modelling to transform how they manage vegetation and assess asset condition. A mandatory performance metrics regime means utilities must now demonstrate that their mitigations are reducing risk, not just describe what they're doing.As Caroline puts it: utilities were never going to cut their way out of the wildfire problem. They had to innovate their way out.Landscape-scale coordination California's Wildfire and Forest Resilience Task Force — created by Governor Newsom in 2021 — is aligning federal, state, local, tribal, and private organisations around shared forest health goals. It has invested nearly $6 billion and now treats over 700,000 acres annually. Energy Safety leads the development of a Utility Wildfire Resilience Partnership Program, modelled on a successful collaboration between Liberty Utilities, the US Forest Service, and the Tahoe Conservancy in the Lake Tahoe basin, designed to amplify the impact of utility corridor investments through landscape-scale coordination.The challenge ahead The January 2025 LA fires are a sobering reminder that the wildfire threat is not receding — climate conditions once considered extreme are now the norm. Building California's clean energy future (targeting 100% clean electricity by 2045) on ageing, wildfire-prone infrastructure is not sustainable. Caroline is clear that urgency, equity, and cross-agency coordination are all essential — the communities facing the greatest wildfire risk are too often the ones with the least access to backup power and recovery resources.In the Q&A, Caroline addresses whether California's separated regulatory model can be replicated in other states (political will, not financing, is the key enabler), how the Wildfire and Forest Resilience Task Force is structured to actually get things done, and the role of the Wildfire Safety Advisory Board in advising both Energy Safety and California's 50 publicly owned utilities.

This episode is part of our EEI 2026 Highlights series. The discussions highlight the innovative strategies, investments, and partnerships shaping the future of the energy grid. The speakers are: Ted Walker, Partner, Communities, Energy & Infrastructure, Guidehouse Michelle Fay, Global Energy Providers Practice Leader, Guidehouse Ali Ipakchi, Chief Visionary Officer, OATI  Tom Keefe, Power, Utilities & Renewables National Sector Leader, Deloitte You can also visit the Electric Perspectives website to read coverage of this year's conference.

What does the Equifax Market Pulse Index reveal about the true financial health of American consumers? Equifax Advisors Emmaline Aliff, Jesse Hardin and Tom O'Neill explore how the Market Pulse Index uncovers financial stress and resilience that traditional economic measures often miss. The conversation examines the growing K-shaped economy, the "illusion of the average," generational wealth trends, and why factors such as assets, cash flow, and financial capacity provide a more complete picture of consumer health than GDP or credit scores alone. In this episode:What is the Equifax Market Pulse Index?The Equifax Market Pulse Index is a multidimensional measure of consumer financial health that combines credit behavior, income, assets, debt, and financial capacity. Unlike traditional economic indicators, it provides a more complete view of a consumer's ability to withstand financial stress and navigate economic change.Why doesn't GDP tell the full story of consumer financial health?GDP measures spending activity, but it doesn't reveal how consumers are financing their lifestyles. According to Equifax experts, strong spending by higher-income households can mask growing financial stress among middle- and lower-income consumers who may be relying on credit or depleting savings to keep up with rising costs.How can lenders use the Market Pulse Index to improve decision-making?The Market Pulse Index helps lenders look beyond traditional credit scores by incorporating a broader view of financial health. This allows organizations to identify consumers whose financial fundamentals remain strong despite short-term pressures, helping uncover opportunities while managing risk more effectively.What opportunity should businesses and lenders be paying attention to?According to Equifax, precision targeting is becoming increasingly important. Organizations that can identify financially resilient consumers using multidimensional data may be better positioned to grow portfolios, improve customer experiences, and uncover opportunities that traditional metrics alone might overlook.

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.

Chris Versace and Joe Rinaldi break down the recent drop in oil prices, inflation implications, and what flash PMI data is signaling. They discuss U.S.-Iran tensions, Rinaldi's oil outlook, and utility stock picks including Duke Energy (DUK), Exelon (EXC), Consolidated Edison (ED), Dominion Energy (D), and Southern Company (SO).======== 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

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.

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

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