This fall, uranium prices set a record high — $96.50 per pound. But even though the radioactive metal is critical to the nuclear power buildout, rising prices haven’t triggered panic among uranium buyers.
So how are buyers continuing to rely on the supply chain to keep delivering?
In this episode, Shayle speaks with Mike Alkin, founder and chief investment ... Show More
Oct 29
The new landscape for gas turbines
Data center developers are facing unprecedented roadblocks to power new facilities. In addition to being hampered by an enormous interconnection queue backlog, the major gas turbine suppliers — GE Vernova, Mitsubishi, and Siemens — are completely sold out past 2030. As a result, ... Show More
31m 56s
Oct 27
The battery boom behind the AI buildout [partner content]
The AI buildout is the most capital-intensive project in history. The hunger for power has pushed companies to unconventional options, sparking demand for jet engines, mobile trailer-mounted generators, and hybrid microgrids. And now batteries are having a moment. The urgency to ... Show More
29m 52s
Sep 2021
Will Direct-Air Carbon Capture Be Viable?
Carbon capture has long been criticized as too nascent, too expensive, and too distracting. Is that changing?This month, the Swiss company Climeworks officially launched a direct-air capture plant in Iceland, called Orca. The company has already signed deals with SwissRe, Bill Ga ... Show More
54m 8s
Jan 2025
Re-imagining the energy grid ... through batteries (Two Indicators)
When it comes to solar and wind power, renewable energy has always had a caveat: it can only run when the wind blows or the sun shines.The idea of a battery was floated around to make renewables available 24/7. For years, it existed as an expensive, little-used technology. Then i ... Show More
17m 49s
Jul 2023
What’s the next big trend in clean energy?
For decades, we have wildly underestimated the growth of renewables. Now that cost curves and deployments have exceeded all expectations, what’s next for the clean energy industry?
This week, we feature a conversation between journalist David Roberts and futurist Ramez Naam about ... Show More
52m 58s
