Ep333: Rethinking Forecasts in an Uncert...

Zaid Ashai, CEO of Nexamp, discusses how distributed generation and community solar can support rapidly growing electricity demand, improve grid resilience, and adapt to changing policy, financing and interconnection challenges. 

Kevin Kong, CEO and founder of Everstar, discusses how artificial intelligence can streamline nuclear licensing and accelerate the deployment of advanced nuclear power projects. 

Brandon Owens, vice president of innovation and research at NYSERDA, discusses how New York is supporting energy innovation through grants and research programs focused on grid modernization, buildings, energy storage and emerging technologies. 

Global energy investment is entering a period of realignment. Tariffs, inflation and geopolitical tensions have disrupted financial models, while a backlash against ESG along with renewed fossil fuel demand, driven partly by AI’s power needs, are redirecting capital flows. At the ... Show More

<p>Public and private organizations across the globe are taking action to reach net-zero emissions targets—investing heavily in new technology to build resilient and efficient energy systems. Guests discuss the push for cleaner energy, the tech their teams use to develop cleaner ... Show More

How is the energy transition going? It depends on who you ask. But for energy investors, plenty of profit opportunities remain in both traditional oil and gas stocks and companies focused on renewable power – and should continue to do so for years. Meanwhile, utilities are quietl ... Show More

<p>“With great uncertainty comes great opportunity”, says Abby Ross Hopper, president and CEO of the Solar Energy Industries Association, in this special episode of the Energy Gang, recorded live at Wood Mackenzie’s Solar &amp; Energy Storage Summit.</p><p>Is she right? And what ... Show More

Clean energy investment in the US grew $50 billion last year. With interest rates easing and inflation in decline, the market appears to be well positioned to meet skyrocketing power demand from sources like artificial intelligence and data centers. Yet it’s not all smooth sailin ... Show More

Themes ranging from decentralized energy to nuclear to solar have found fresh footing this year due to secular growth trends such as the acceleration of electrification needs. In this episode of Inside Active, host David Cohne, mutual fund and active-management analyst with Bloom ... Show More

Over the past five years, clean energy company valuations have reached new heights. As the ESG hype cycle ends, inflated public market valuations have given way to industry fundamentals. Increasing energy demand aided by the hype around AI and data centers mean that the world nee ... Show More

<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

<p>Stocks ticking higher as the central bank leaves rates unchanged. What Powell had to say about the next move in rates, and where they stand in the fight against inflation. Plus SoundHound AI expanding its partnership with Nvidia, as the AI voice tech company looks to grow out ... Show More

The competing trends in the energy transition from 2023 were stark: a looming peak in demand for oil, gas, and coal; a global agreement to transition away from fossil fuels; and an increasingly realistic pathway to triple renewables development. But we also experienced the hottes ... Show More