Logo
    Search
    Home > Topics > energy transition

    energy transition

    Explore "energy transition" with insightful episodes like "The Barry Norris Aftershow", "Hedge Fund Boss Barry Norris's ‘Moral Case’ for Fossil Fuel Investing", "The Jeremy Grantham Aftershow", "Bloomberg Daybreak Weekend: Fed, DeSantis, China EVs" and "126. King Charles III's coronation, the geopolitics of net-zero, and the power of oracy" from podcasts like ""Merryn Talks Money", "Merryn Talks Money", "Merryn Talks Money", "Bloomberg Daybreak: Europe Edition" and "The Rest Is Politics"" and more!

    Episodes (19)

    The Barry Norris Aftershow

    The Barry Norris Aftershow

    Merryn and senior reporter John Stepek discuss the conversation with Argonaut’s Barry Norris. 

    Links of research/stories referenced in the show and aftershow: 
    https://www.argonautcapital.co.uk/stockumentaries/2023/10/26/britains-a-goner-with-the-wind/

    https://www.these-islands.co.uk/publications/i390/an_inconvenient_fact.aspx

    https://www.gov.uk/government/news/boost-for-offshore-wind-as-government-raises-maximum-prices-in-renewable-energy-auction

     https://www.bloomberg.com/news/articles/2023-11-14/siemens-energy-secures-15-billion-deal-to-shore-up-finances

    https://www.bloomberg.com/news/articles/2023-10-27/faulty-wind-turbines-become-germany-s-16-billion-problem 

    Link to Money Distilled newsletter: 
    https://www.bloomberg.com/account/newsletters/uk-wealth

    See omnystudio.com/listener for privacy information.

    Merryn Talks Money
    enNovember 22, 2023
    inflation
    renewable energy
    energy transition
    wind energy
    nuclear reactors

    Hedge Fund Boss Barry Norris's ‘Moral Case’ for Fossil Fuel Investing

    Hedge Fund Boss Barry Norris's ‘Moral Case’ for Fossil Fuel Investing

    Argonaut’s Barry Norris, whose fund has been making money by shorting renewable energy firms, joins Merryn Talks Money to explain.

    Links of research/stories referenced in the show and aftershow: 
    https://www.argonautcapital.co.uk/stockumentaries/2023/10/26/britains-a-goner-with-the-wind/

    https://www.these-islands.co.uk/publications/i390/an_inconvenient_fact.aspx

    https://www.gov.uk/government/news/boost-for-offshore-wind-as-government-raises-maximum-prices-in-renewable-energy-auction

     https://www.bloomberg.com/news/articles/2023-11-14/siemens-energy-secures-15-billion-deal-to-shore-up-finances

    https://www.bloomberg.com/news/articles/2023-10-27/faulty-wind-turbines-become-germany-s-16-billion-problem 

    Link to Money Distilled newsletter: 
    https://www.bloomberg.com/account/newsletters/uk-wealth

    See omnystudio.com/listener for privacy information.

    Merryn Talks Money
    enNovember 17, 2023
    inflation
    renewable energy
    energy transition
    alternative investments
    government bonds

    Bloomberg Daybreak Weekend: Fed, DeSantis, China EVs

    Bloomberg Daybreak Weekend: Fed, DeSantis, China EVs

    Bloomberg Daybreak Weekend with John Tucker takes a look at some of the stories we'll be tracking for you in the next week including the coming Fed minutes, the official launch of Florida governor Ron DeSantis' campaign for the GOP presidential nomination, here comes Bloomberg's Qatar Economic Forum, and why we should be watching China's EV market very closely right now. 

    See omnystudio.com/listener for privacy information.

    Bloomberg Daybreak: Europe Edition
    enMay 20, 2023
    inflation
    energy transition
    fed minutes
    economic projections
    gulf nations

    126. King Charles III's coronation, the geopolitics of net-zero, and the power of oracy

    126. King Charles III's coronation, the geopolitics of net-zero, and the power of oracy
    This Saturday May 6th, the UK will celebrate the coronation of King Charles III. But what is the political impact of such an event? And what is the relevance of the monarchy today? Rory and Alastair will discuss this historic event, plus Richard Sharp's exit from the BBC, the impending energy crisis in Europe, and the importance of teaching speaking skills. Sign up to the free TRIP weekly newsletter: bit.ly/3zhYAIl TRIP Plus: Become a member of The Rest Is Politics Plus to support the podcast, enjoy ad-free listening to both TRIP and Leading, benefit from discount book prices on titles mentioned on the pod, join our Discord chatroom, and receive early access to live show tickets and Question Time episodes. Just head to therestispolitics.com to sign up. Instagram: @restispolitics Twitter: @RestIsPolitics Email: restispolitics@gmail.com Producers: Dom Johnson + Nicole Maslen Exec Producers: Tony Pastor + Jack Davenport Learn more about your ad choices. Visit podcastchoices.com/adchoices
    The Rest Is Politics
    enMay 03, 2023
    effective communication
    monarchy
    neutrality
    energy transition
    royal ceremonies

    Biden Approves Alaska Oil Drilling | Saturday Extra

    Biden Approves Alaska Oil Drilling | Saturday Extra

    President Biden approved the Willow oil drilling project in Alaska. Led by oil giant ConocoPhillips, the project aims to produce over 600 million barrels of oil and thousands of jobs. Environmental groups oppose the project, despite its limited size, arguing that the President is furthering the climate crisis and undermining green energy initiatives.

     

    Nugenix: Get a complimentary bottle of Nugenix Total T! Text ‘WIRE’ to 231-231

     

     

    Morning Wire
    enMarch 18, 2023
    nuclear energy
    biden administration
    energy transition
    energy security
    willow oil drilling

    More 2023 trends: EVs, onshoring, and the three ages of decarbonization

    More 2023 trends: EVs, onshoring, and the three ages of decarbonization
    Come watch a live episode of The Carbon Copy! Canary Media and Post Script Media are hosting a live event at Greentown Labs in Somerville, Massachusetts on April 6 with some very special guests. Get your tickets today. We had so much to cover in Nat Bullard’s monster climate trends deck that we’re back for another episode. Haven’t heard the first part yet? Listen here.  Nat was the chief content officer at BloombergNEF until last year. He is now a senior contributor at BNEF and Bloomberg Green as well as a venture partner at Voyager Ventures.  Shayle and Nat dig into topics like: EVs. From 2017 to 2022, internal combustion engine car sales globally declined by nearly a third. Yet EV sales are on the rise. Will growth in EVs stave off the decline of passenger vehicle sales? Onshoring of supply chains. Companies have announced plans to bring manufacturing facilities to the U.S. or nearby countries. In the EV value chain alone, there were $70 billion worth of announcements in 2022. Will this onshoring trend have lasting power?  The three ages of decarbonization. First came renewable energy, then the energy transition, and starting in 2019, the net zero age. It builds on everything we did before, but now with a focus on molecules, calories, industry, and pressure on the boardroom. Plus: What we can do with old coal sites and the types of projects that tend to have cost overruns. For a full transcript, click here Recommended resources: Nathaniel Bullard: Decarbonization: The long view, trends and transience, net zero Catalyst is a co-production of Post Script Media and Canary Media. Catalyst is supported by Antenna Group. For 25 years, Antenna has partnered with leading clean-economy innovators to build their brands and accelerate business growth. If you're a startup, investor, enterprise, or innovation ecosystem that's creating positive change, Antenna is ready to power your impact. Visit antennagroup.com to learn more. Catalyst is supported by EnergyHub. The company’s platform lets consumers turn their smart thermostats, EVs, batteries, water heaters, and other products into virtual power plants that keep the grid stable and enable higher penetration of solar and wind power. And they are hiring! Learn more and see open roles at energyhub.com/catalyst Catalyst is brought to you by Sealed: The experts in home weatherization and electrification upgrades. Sealed is leading the way, with over a decade of experience being accountable to homeowners because they only get paid based on actual energy reductions. Visit Sealed.com/measuredsavings to learn more.
    Catalyst with Shayle Kann
    enMarch 02, 2023
    china
    supply chain
    automotive industry
    electric vehicles
    energy transition

    Carl Kawaja - Dealing with Regime Change - [Invest Like the Best, EP.314]

    Carl Kawaja - Dealing with Regime Change - [Invest Like the Best, EP.314]
    My guest this week is Carl Kawaja. It’s the second time I’ve had Carl on the show and my first conversation with him is one I go back to often. Carl is a portfolio manager at Capital Group, where he’s quietly overseen a huge portfolio for decades. He is one of the top investors operating today as well as one of my favorite people. The investing world has changed quite a bit since Carl and I first spoke in mid-2021 so this was a great chance to use Carl’s curious mind and wide range of experiences to discuss the regime change taking place across capital markets. In true Kawaja fashion, we go all over the map and discuss Apple, the Amazonian rainforest, baseball, the oil & gas industry, Muhammad Ali, and more. Please enjoy my great discussion with Carl Kawaja.   For the full show notes, transcript, and links to mentioned content, check out the episode page here.   -----   This episode is brought to you by Tegus, the modern research platform for leading investors. I’m a longtime user and advocate of Tegus, a company that I’ve been so consistently impressed with that last fall my firm, Positive Sum, invested $20M to support Tegus’ mission to expand its product ecosystem. Whether it's quantitative analysis, company disclosures, management presentations, earnings calls - Tegus has tools for every step of your investment research. They even have over 4000 fully driveable financial models. Tegus’ maniacal focus on quality, as well as its depth, breadth and recency of content makes it the one-stop, end-to-end research platform for investors. Move faster, gather deep research to build conviction and surface high-quality, alpha-driving insights to find your differentiated edge with Tegus. As a listener, you can take the Tegus platform for a free test drive by visiting tegus.co/patrick.   -----   Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit joincolossus.com/episodes.    Past guests include Tobi Lutke, Kevin Systrom, Mike Krieger, John Collison, Kat Cole, Marc Andreessen, Matthew Ball, Bill Gurley, Anu Hariharan, Ben Thompson, and many more.   Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.   Follow us on Twitter: @patrick_oshag | @JoinColossus   Show Notes [00:02:44] - [First question] - What the market feels like to him today [00:06:00] - The pros and cons of the cost of capital and experimentation [00:09:09] - Things we can learn from Oil & Gas stocks and resource commodities in general [00:14:38] - Pulling apart the key lessons from Berkshire’s purchases of IBM and Apple [00:20:37] - The practical implications of wanting to land more soft-wins in investing that aren’t apparent out of the gate [00:25:52] - How he approaches and considers products and product cycles writ large [00:31:10] - The Systems Bible [00:33:15] - Thoughts about making money from value based strategies  [00:38:31] - His methodology to go about finding the next diamond in the rough  [00:42:48] - A New Innings [00:45:13] - The Arc of Boxing; Lessons from Muhammad Ali fighting Cleveland Williams [00:48:54] - Someone he thinks is an exemplar in both business and the world [00:54:37] - Don’t Sleep There Are Snakes [00:59:41] - The role fossil fuels play in the energy transition and the current regime change  [01:07:35] - What we can learn from uncontroversial transitions in the past
    Invest Like the Best with Patrick O'Shaughnessy
    enJanuary 31, 2023
    adaptability
    warren buffett
    regime change
    energy transition
    investing strategies

    323. Unsettled: Climate and Science | Dr. Steven Koonin

    323. Unsettled: Climate and Science | Dr. Steven Koonin

    Dr Jordan B Peterson and Dr. Steven Koonin discuss the IPCC reports – the globally sourced research on climate change – and how policymakers take summaries of summaries from this to justify their green agenda, despite what the reports actually suggest. They also discuss starvation, obesity, green economics, and nuclear futures.

     

    Steven Koonin, a University Professor at NYU, has served as the Department of Energy’s Under Secretary for Science, as Chief Scientist for BP, and as professor and Provost at Caltech. He is a member of the National Academy of Sciences, a Governor of Lawrence Livermore National Laboratory, a senior fellow of Stanford’s Hoover Institution, and a Trustee of the Institute for Defense Analyses. Koonin holds a BS in physics from Caltech and a Ph.D. in theoretical physics from MIT. He wrote the recent bestseller “Unsettled: What Climate Science Tells Us, What It Doesn’t, and Why It Matters.”

    The Jordan B. Peterson Podcast
    enJanuary 16, 2023
    renewable energy
    long-term perspective
    nuclear power
    climate science
    energy transition

    The Libs Are Completely Melting Down Before The Elections (Ep 1889)

    The Libs Are Completely Melting Down Before The Elections (Ep 1889)
    In this episode, I address what’s really at stake in tomorrow’s elections using the Democrat’s OWN WORDS. The videos are disturbing.  News Picks: A powerful piece about the implosion of wokeness in the marketing space. The Media Matters clown leading the censorship movement is a bigot?  Libs are doubling down on their calls for censorship before the elections. The Fed rate hikes are piling up as inflation rages out of control.  A black female Lee Zeldin supporter was attacked by a man at a rally in NY. And the libs are really quiet about it. The attacks on Rumble continue. Former CIA officer recommends using intelligence tactics against American citizens. Copyright Bongino Inc All Rights Reserved Learn more about your ad choices. Visit podcastchoices.com/adchoices
    The Dan Bongino Show
    enNovember 07, 2022
    crime rates
    censorship
    voting rights
    energy transition
    online privacy

    The “Gun Bill” Is Worse Than You Thought (Ep 1795)

    The “Gun Bill” Is Worse Than You Thought (Ep 1795)
    In this episode, I address the disastrous gun bill, proposed late yesterday, and what it means for you. I also discuss Biden’s plan for a “great reset” using gas prices.  News Picks: Mixed results for Trump-endorsed candidates last night. What's In the Senate's 'Bipartisan Safer Communities Act'? The grappling video discussed in the show. The media is doing its best to cover up Biden’s role in the baby formula crisis. Hack media clowns are telling voters to ignore gas prices when voting in November.  Get woke, go broke, Disney Edition.  Twitter board recommends shareholders accept Elon Musk offer. The GOP should respond to Biden’s proposal to suspend the gas tax. Copyright Bongino Inc All Rights Reserved Learn more about your ad choices. Visit podcastchoices.com/adchoices
    The Dan Bongino Show
    enJune 22, 2022
    civil liberties
    gun control
    biden administration
    crime
    energy transition

    The great rush for battery metals

    The great rush for battery metals
    The metals used to make batteries are in hot demand. In 2021, the price of one form of lithium skyrocketed by over 400%. Automakers are racing to lock up supply deals for key minerals as they roll out new electric-vehicle models. And the market value of companies with mining assets, or new technologies to unlock them, has skyrocketed. What’s behind this scramble for metals and what does it mean for the energy transition?  In this episode, Shayle talks to Kurt House, chief executive officer and co-founder of KoBold Metals. Kobold uses artificial intelligence to discover and characterize new sources of key battery metals.  Kurt and Shayle survey five key materials of the energy transition — lithium, nickel, copper, cobalt and rare earth metals. They compare the roles of each one in different types of batteries and discuss how the changing battery cell chemistries are shaping metal markets. Kurt explains the different factors shaping supply, including recycling, new mineral discoveries and shifting geopolitics. We want to hear from you! Take our quick survey for a chance to win a $100 Amazon gift card. This will help us bring you more relevant content. Catalyst is brought to you by Arcadia. Arcadia allows innovators, businesses and communities to break the fossil fuel monopoly through its technology platform, Arc. Join Arcadia’s mission and find out how you or your business can help turn a fully decarbonized grid into a reality at arcadia.com/catalyst. Catalyst is supported by Advanced Energy Economy. AEE is on the front lines of transforming policy that accelerates the move to 100 percent clean energy and electrified transportation in America. To learn how your business can play a key role in transforming policy and expanding markets, visit aee.net/join.
    Catalyst with Shayle Kann
    enApril 21, 2022
    circular economy
    electrification
    energy transition
    battery metals
    lithium production

    Pierre Andurand on How We Might Get $200 a Barrel Oil

    Pierre Andurand on How We Might Get $200 a Barrel Oil

    Russia's invasion of Ukraine has kicked off a giant mess in the world of commodities and sent prices surging. Commodities trader Pierre Andurand has made his name from navigating volatile energy markets, correctly positioning for negative prices oil in April 2020. Now, he sees tightness in the energy market staying for some time. On this episode of Odd Lots, he tells Joe Weisenthal and Tracy Alloway how we might end up getting $200 per barrel crude oil by the end of the year, and what that would mean for the world.

    See omnystudio.com/listener for privacy information.

    Odd Lots
    enMarch 17, 2022
    inflation
    energy transition
    oil prices
    commodities market
    geopolitical tensions

    "It's almost everything for the Russian economy."

    "It's almost everything for the Russian economy."
    That's how Bill Mann describes the importance of the oil & gas industry in Russia. (0:20) As we take stock of where we are at this moment, Bill discusses: - Ripple effects for European countries - Whether seizing property of Western companies would spell the end of foreign investment in Russia - Why Energy Secretary Granholm's recent comments give him hope - Rising raw material costs affecting companies like McDonald's and Domino's Pizza - The J Curve (12:15) If Russia provides just 3% of America's oil supply then why have gas prices spiked? Ricky Mulvey talks with Nick Sciple to get some context. Stocks discussed: MCD, SBUX, KO, DPZ Host: Chris Hill Guests: Bill Mann, Nick Sciple Producer: Ricky Mulvey Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
    Motley Fool Money
    enMarch 10, 2022
    energy transition
    oil prices
    european gas prices
    russian oil ban
    geopolitical tensions

    The future of the home solar market

    The future of the home solar market
    There’s momentum building for electrification. But when will electrification take off as a mainstream movement? And what companies can provide electrification solutions to consumers at scale? One strong candidate is Sunrun. It’s the leading residential solar company in the U.S., after SolarCity years ago, and acquiring its next-biggest competitor Vivint solar more recently. Sunrun has also become a major player in residential batteries. And it started to push its way into the residential EV charging game via a partnership with Ford around the electric F-150. Mary Powell recently became CEO of Sunrun, after taking over from co-founder and previous CEO Lynn Jurich last year. Shayle talked to Mary about what Sunrun is today – and what it might be in the future. They talk about what it will take to lower consumer acquisition costs, overcome the inertia of policy and utilities, and compare the emotional and economic drivers behind residential solar installations.  Plus: the opportunities for vehicle-to-home charging and how NREL’s SolarAPP could speed up residential solar permitting and installation process. Catalyst is supported by Antenna Group. For 25 years, Antenna has partnered with leading clean-economy innovators to build their brands and accelerate business growth. If you're a startup, investor, enterprise, or innovation ecosystem that's creating positive change, Antenna is ready to power your impact. Visit antennagroup.com to learn more. Catalyst is supported by Nextracker. Nextracker’s technology platform has delivered more than 50 gigawatts of zero-emission solar power plants across the globe. Nextracker is developing a data-driven framework to become the most sustainable solar tracker company in the world – with a focus on a truly transparent supply chain. Visit nextracker.com/sustainability to learn more.
    Catalyst with Shayle Kann
    enJanuary 31, 2022
    collaboration
    energy transition
    sunrun
    solar industry
    home electrification

    How to solve climate change and make life more awesome

    How to solve climate change and make life more awesome
    The climate series is back! The reason for the delay is that I wanted to make sure that this episode was next up in the series. Once you start listening, you’ll understand why.  So far, we’ve spent the series talking about the problem we're facing and what the world will ultimately look like if we fail. Today’s conversation is different: It is about what it will take to solve climate change and what kind of world we can build if we succeed.  Saul Griffith is an inventor, a MacArthur genius fellow, and the founder and CEO of Otherlab, a high-tech research and development company on the frontlines of trying to imagine our clean energy future. Griffith and his team were contracted by the Department of Energy to track and visualize the entirety of America’s energy flows — and as a result, he knows the US energy system better than just about anyone on this planet. Griffith is also clearer than anyone else I’ve found on the paths to decarbonization, and how to navigate them. Most conversations about climate change are pretty depressing. This conversation is not. We have the tools we need to decarbonize. What’s more, decarbonizing doesn’t mean accepting a future of less — it can mean a more awesome, humane, technologically rich, and socially inspiring future for us all. This conversation is about a vision of decarbonization that is genuinely awesome, and how we can actually get there. References: Otherlab's diagram of US energy flows Griffith's piece on paths to decarbonization Book recommendations: Debt: The First 5,000 Years by David Graeber Freedom's Forge by Arthur Herman The Extinction Rebellion Handbook Silent Spring by Rachel Carson My book is available for pre-order! You can find it at www.EzraKlein.com. The first batch of stops for my book tour is up! Get tickets at http://www.whywerepolarized.com Submit questions for our upcoming "Ask Me Anything" at ezrakleinshow@vox.com You can subscribe to Ezra's new podcast Impeachment, explained on Apple Podcasts, Spotify, Stitcher, Overcast, Pocket Casts, or your favorite podcast app. Credits: Producer and Editor - Jeff Geld Researcher - Roge Karma Engineer - Cynthia Gil Learn more about your ad choices. Visit podcastchoices.com/adchoices
    The Gray Area with Sean Illing
    enDecember 16, 2019
    climate change
    renewable energy
    sustainability
    decarbonization
    energy transition

    Will we reach peak oil?

    Will we reach peak oil?

    A 2012 report showed that the U.S. may be energy-independent in just a few years, but not too long ago the specter of peak oil loomed large on the political and economic landscape. Join Chuck and Josh as they visit the consequences of running out of oil.

    Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

    See omnystudio.com/listener for privacy information.

    Stuff You Should Know
    enDecember 06, 2012
    renewable energy
    economic stability
    energy transition
    peak oil
    alternative fuels
    Logo

    © 2024 Podcastworld. All rights reserved

    TwitterYouTubeInstagramPinterestFacebookLinkedIn

    Company

    About usBlogPricingTestimonials

    Pages

    PodcastsEpisodesTopics

    Support

    Refund PolicyTerms of ServiceContact usPrivacy Policy

    Stay up to date

    For any inquiries, please email us at hello@podcastworld.io