logo
episode-header-image
Sep 2024
32m 59s

152. Energy Transition – the Global Inve...

Laurent Segalen and Gerard Reid
About this episode
tail spinning
Up next
Today
250. Inside the US Datacenter exuberant buildout - Oct26
The current datacenter buildout is the biggest GDP bet in America since the railroads 150 years ago. We have never seen a frenzy quite like this. The system is running on overdrive—and the cracks are starting to show. While Anthropic and OpenAI announce dizzying financing numbers ... Show More
27m 39s
Oct 5
249. World’s largest VPP - Oct26
The global market for Virtual Power Plants is assessed around 100GW (+/- 20GW). It is a 7bnUSD expected to grow at a CAGR above 20% in the next 5 years to reach 40bnUSD within a decade. VPP are a digitally coordinated flexible network of distributed resources: cheaper than centra ... Show More
29m 51s
Sep 28
248. Remembering Joe Romm (1960-2026): Clearing the Air on Climate Solutions - Sep26
Joseph J. Romm (1960–2026) was an MIT-trained physicist who became one of the most prominent voices in the U.S. climate movement after serving as Acting Assistant Secretary for Energy Efficiency and Renewable Energy at the U.S. Department of Energy in the 1990s. He founded the Cl ... Show More
56m 7s
Recommended Episodes
Feb 2025
MacroVoices #466 Guy Keller: The Nuclear Story Has Never Been Better
<p class="p1">MacroVoices Erik Townsend &amp; Patrick Ceresna welcome, Guy Keller. They’ll explore all things nuclear—from why spot uranium and uranium miners haven’t kept pace with rising enriched uranium prices to uncovering the best investment opportunities in the sector. <a h ... Show More
1h 3m
May 2024
TIP631: The Bullish Energy Cycle w/ Arvind Sanger
On today’s episode, Clay is joined by Arvind Sanger to discuss investment opportunities in the energy, metals, and mining space. Arvind Sanger is the founder and managing partner of Geosphere Capital Management, a global long-short equity hedge fund focused on natural resources a ... Show More
54m 43s
Oct 2024
#232: Top Renewable Energy Stocks for 2025
<p>Mike sits down with energy trader and correspondent Dan Dicker to unpack the future of renewables and the United States energy policy.</p><br><p>Dan covers how both political parties fail to understand the oil industry, the likely future of nuclear energy, the underappreciated ... Show More
49m 57s
Jul 2024
182: 2024 Midyear Outlook: Waves of Transformation
<p>Vivek Paul, UK Chief Investment Strategist for the BlackRock Investment Institute joins host Oscar Pulido to discuss the rise of AI and its potential to deliver a productivity boom, the role of private markets in infrastructure, and how geopolitical dynamics are influencing in ... Show More
19m 56s
Feb 2024
Navigating the path to a just energy transition
<p>Energy companies face a dual challenge – they must decarbonise whilst managing increased demand from emerging and developing economies. In this podcast, ACWA Power’s Marco Arcelli, Petronas’ Charlotte Wolff-Bye and Standard Chartered’s Wan Thonh Chow share insights into how th ... Show More
23m 28s
May 2024
Houser on the Green Energy Transition
<p>The Inside Economics team is joined by Moody’s Analytics colleague Chris Lafakis along with Trevor Houser from the Energy & Climate practice at Rhodium Group for a discussion on how the Inflation Reduction Act promotes the U.S.'s transition to green energy. Podcast host Mark Z ... Show More
1h 19m
Dec 2023
MacroVoices #408 Lyn Alden: Broken Energy
<p class="p1">MacroVoice's Erik Townsend &amp; Patrick Ceresna welcome back Lyn Alden as this years special holiday guest. Erik &amp; Lyn will discuss the alternative energy sources needed for energy transition, including Nuclear, Hydro, Wind and Solar and some of the complicatio ... Show More
1h 48m
Nov 2023
Part 3: Achieving Net Zero Across the Entire Energy Mix
In a panel hosted by Ed Golder, Head of European Utilities & Renewables at RBC Capital Markets, experts including Hanns Koenig, Managing Director of Aurora Energy Research; Marcel Münch, SVP Finance, M&A and Investor Relations at EnBW; Dr. Frank Reiners, Chief Financial Officer a ... Show More
26m 24s
Dec 2024
MacroVoices #461 Thomas Jam Pedersen: Nuclear Fuels and Fuel Cycles For Energy Transition
<p class="p1">MacroVoices Erik Townsend &amp; Patrick Ceresna welcome back, Thomas Jam Pedersen for the second instalment of this year’s long-form episodes. This week they’ll be taking a deep dive into nuclear fuels and fuel cycles, exploring critical topics such as the economics ... Show More
1h 55m
Jun 2023
S10E21: Investing Workshop (Stocks, Retirement, Real Estate) led by Ex-Bain Consultant
Send us Fan MailIn this workshop, former Bain consultant Jenny Rae Le Roux provides a foundation for investing, covering:StocksBondsReal estateRetirementSecurities& moreSet yourself up to crush investing for your future - listen in! Questions for Jenny Rae? Reach out today.Releva ... Show More
42m 12s
Listen to millions of songs and podcasts on Anghami