Atomic Show #343 – Yasir Arafat, CTO Aalo Atomics
In this episode Rod Adams talks with Yasir Arafat, CTO and co‑founder of Allo Atomics, about the company’s mission to revolutionize nuclear power by building small modular reactors at factory speed and lower cost. Arafat explains their “speed of physics” culture—parallel development, extreme ownership, and rapid, factory‑based construction that let them design, fabricate, and commission a reactor in weeks, not years, while maintaining rigorous safety standards. He also details why Allo chose a liquid‑sodium coolant over traditional pressurized water reactors, citing dramatically shorter manufacturing times, thinner‑walled vessels, and superior thermal performance. The discussion highlights the broader industry challenge of reducing nuclear economics and deployment timelines, and how Allo’s approach aims to break those barriers.
The Very Wild, Very Real Plan To Build AI Data Centers In The Ocean - EP 65 Garth Sheldon-Coulson
In this episode, Ashley Vance talks with Garth Sheldon‑Coulson, co‑founder and CEO of Pantalassa, about their revolutionary ocean‑based energy system that harvests wave power using simple, self‑propelled nodes deployed in the open sea. The nodes act like hollow, balloon‑like structures...
India's Solar Market Faces Export Hurdles, Pivots to Domestic Power
The episode examines how recent U.S. tariffs—up to 126% countervailing duties—have crippled India’s solar module exports, prompting manufacturers to shift focus to the domestic market and explore new overseas opportunities in Europe, Africa, and Oceania. Analysts explain that while U.S....
Security and Resiliency in Action: Supercharging the Energy Supply Chain
In the inaugural episode of JPMorgan’s Security and Resiliency in Action series, Dr. Sarah Kapnick and Michael Johnson discuss the escalating demand for energy, the need for diversified and resilient supply chains, and the role of the $1.5 trillion Security and...
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[Episode #273] – Solar and Batteries Can Power the World
In this episode, host Chris Nelder talks with Prof. Tom Brown about his simple yet powerful model showing that solar photovoltaics combined with battery storage can economically supply 90% of global electricity demand. By focusing on the sunbelt regions where...
E720 | Henrietta Moon, Carbo Culture on Building Multi-Revenue Carbon Removal
In this episode, Henrietta Moon, founder and CEO of Carboculture, explains how her company uses high‑temperature biochar factories to simultaneously produce renewable energy, premium growing media, and permanently sequester carbon for centuries. She outlines a full‑stack business model that sells...
The Biofuels Report: RFS Reset - US Biofuel Mandates Evolve
The episode breaks down the EPA’s final rule on the Renewable Fuel Standard (RFS) for 2026‑27, highlighting higher biofuel mandates, reduced RIN credits for renewable diesel and SAF, and a new import‑feedstock rent scheme slated for 2028. Cole Martin explains...
In the Fast-Growing Brazilian I-RECs Market, What Challenges and Opportunities Lie Ahead?
The episode explains International Renewable Energy Certificates (IRECs), how they let companies prove renewable electricity use, and why Brazil has become the world’s leading IREC issuer. Guests Vittoria Morini and Fernando López describe Brazil’s rapid market evolution—from spot trades to...
Atomic Show #341 – Ho Nieh, Chairman U.S. Nuclear Regulatory Commission
In this episode, NRC Chair Ho Nieh discusses his personal journey into nuclear—from a family legacy of welders to a Navy nuclear program and a career at the NRC—while outlining the agency’s shift toward an "enabling" regulatory approach. He emphasizes...
Montenegro’s Power Connection to the EU
In this episode of the Sound of Economics, Montenegro’s Minister of Energy and Mining, Admir Shachmanović, outlines the country’s strategy to become a regional renewable energy hub and integrate its electricity market with the EU ahead of formal accession. He highlights...
Warm Homes Plan: Can Housing Retrofit Meet Future Demands?
The episode breaks down the UK Government’s Warm Homes Plan—a £15 billion initiative to retrofit up to five million homes, provide zero‑interest loans for solar and heat‑pump installations, and tighten landlord duties to lift half a million families out of fuel...
325. Powering Utilities Toward Net Zero
In this episode, host Grayson Brulte talks with Stephen Clark, Program Director for Climate and Energy at Ceres, about how data-driven, science‑based strategies are helping utilities and large corporations cut emissions and manage climate risk. Clark explains the shift toward...
Energy Crisis: A Green Light for Renewables?
The episode examines how the Middle East conflict‑driven energy shock is reshaping Asia’s energy security strategy and accelerating its renewable transition. HSBC analysts Fred Newman and Harold van der Linde discuss Asia’s heavy reliance on imported oil and gas, while...
#363 Uncrewed Vessels and Unprecedented Data
During its seventh Allocation Round, the UK held Europe’s largest offshore wind auction, awarding contracts for 8.4 GW of new capacity—enough to power roughly 10 million homes. The upcoming Allocation Round 8 aims to push capacity toward 10 GW, supported by radar system upgrades....
The Polycrisis Podcast
In this 2‑minute episode, hosts Kate McKenzie and Tim Sahai explore the emerging "electric world order," where China’s rapid rollout of clean‑tech—solar, wind, and EVs—challenges the United States’ reliance on fossil fuels as a tool of geopolitical power. They argue...
Why Clean Tech Companies Are Critical for Energy Security
In this episode, JP Morgan’s Chukur Amunat hosts climate scientist Dr. Sarah Kaepnick and clean‑tech investment banker James Janowski to examine how clean‑technology firms are essential for energy security amid rising AI‑driven power demand and geopolitical turbulence. They note that global...
Green Data Center Podcast 2026-03
The episode examines the growing backlash against data center expansion, highlighting five primary community complaints: excessive energy consumption, high water usage, noise pollution, land-use and ecosystem impacts, and air quality concerns from on‑site generators. It cites real‑world examples—from Georgia’s rising...
What's Happening with CANDU?
In this episode, host Chris interviews Joe Saint-Julian, President of Nuclear at Atkins Realis, to explore the current state and future prospects of Canada’s CANDU nuclear technology. Joe outlines Atkins Realis’s role as the OEM for CANDU, its recent contracts...
Decarbonizing India's Industrial, Power Sectors: Challenges and Roadmaps
The episode explores India's challenge of decarbonising its heavy‑industry and power sectors, focusing on sector‑specific roadmaps, technology portfolios, and financing mechanisms. Amit Sharma emphasizes a phased, integrated approach that blends energy efficiency, circularity, electrification, hydrogen‑based DRI, and carbon capture, tailored...
#156 - Dr Tim Gregory - Nuking Net Zero
In this episode, nuclear chemist Dr. Tim Gregory argues that the UK’s net‑zero ambitions are unrealistic without a substantial expansion of nuclear power, warning that reliance on intermittent wind, solar and limited battery storage will likely lead to rolling blackouts....
[Episode #271] – China Update 2026
In this episode, host Chris Nelder talks with CREA analyst Lauri Milivirta about China’s paradoxical energy trajectory: record additions of coal‑fire capacity alongside rapid growth in wind, solar, storage, and EVs, resulting in flat or falling CO₂ emissions. Milivirta explains...
Build Fast or Fall Behind with Michael Webber
In this episode, Dr. Michael Weber discusses the interplay of engineering, policy, and market forces in the U.S. energy sector, using the shale revolution as a case study of rare alignment that spurred rapid change. He reflects on past forecasting...
855: Working to Purify and Preserve Our World's Water Supply - Dr. David Sedlak
In this episode, Dr. David Sedlak discusses his work engineering innovative water treatment solutions, from advanced chemical degradation processes to nature‑based subsurface wetlands integrated with flood‑control levees. He shares personal stories that shaped his career, emphasizing the importance of asking...
E706 | Jo Slota-Newson & Marc Sabas, Almanac Ventures: Systemic Deep Tech for Industrial Decarbonisation
Almanac Ventures, founded by deep‑tech scientist Jo Slota‑Newson and finance‑focused Marc Sabas, invests seed‑stage deep‑tech solutions for industrial decarbonisation across Europe. They target technologies that improve performance, lower costs, and cut emissions in complex, capital‑intensive sectors that account for 75%...
Italy's Carbon Reform and the ETS Decree
The episode examines Italy's controversial decree that seeks to shift EU ETS costs from gas‑fired power producers to consumers, aiming to lower wholesale electricity prices and boost industrial competitiveness. Guests Enza Tedesco and lawyer Lorenzo Parola explain the economic rationale,...
Climate Risk, Capital Pressure, and CRE’s Inflection Point with Thomas Mueller, President & CEO at Canada Green Building Council
In this episode, hosts Aaron Cameron and Adam Pawlik speak with Thomas Mueller, President & CEO of the Canada Green Building Council, about the evolving landscape of ESG and climate risk in Canadian commercial real estate. Mueller highlights the shift...
Circuit Breakers: The First Responders of the Grid
In this episode of Schweitzer Drive, Dave Whitehead talks with Kylan Robinson, Engineering Director at Schweitzer Engineering Laboratories, about circuit breakers—the essential devices that isolate and clear faults in power systems. They explain how breakers work, from household bimetallic and...
SAF Insights: Introducing Argus' SAF & HVO Fob Straits Assessments
In this episode, Argus’s Sarah and VP of Business Development Alfonso introduce the new FOB Strait of Malacca price assessments for Sustainable Aviation Fuel (SAF) and Hydrotreated Vegetable Oil (HVO) in the Asia‑Pacific region. They explain why the assessments are...
Can We Build Data Centers Fast Enough? | Episode 3 - Live at KickStart Europe 2026
In this live episode from KickStart Europe, Greenscale’s senior procurement director Miriam van Koperen and Unica Data Centers’ VP of sales and marketing Luke Spin discuss the intense pressure to deliver data centers within 12‑14 months, highlighting supply‑chain bottlenecks, the need for...
No Fault, No Claims Adjuster, No Friction: Randel Bennett on the Future of Guarantees
In this episode, InsurTech Leadership host Josh interviews Randall Bennett, CEO and co‑founder of Quixen, about the company’s embedded, parametric production guarantees for commercial solar projects. Bennett explains how Quixen partners with solar installers and prime contractors to offer a...
Nuclear Fuel: The Most Sophisticated Industrial Product You've Never Learned About
In this episode, host decouple talks with nuclear fuel expert Michael Seeley about the unique nature of nuclear fuel, its manufacturing, and the evolution of fuel reliability. They explain how uranium dioxide pellets and zirconium cladding work together to contain...
[Episode #270] – View From the Energy Transitions Commission
In this episode, host Chris Nelder talks with Lord Adair Turner, co‑chair of the Energy Transitions Commission (ETC), about the commission’s role as a cross‑sector coalition that produces techno‑economic roadmaps for net‑zero pathways. Turner explains how the ETC balances diverse...
Biomass Beat: UK Waste Wood for Biomass at a Crossroads, Post 2027
The episode examines the looming loss of Renewables Obligation (RO) support for UK waste‑wood biomass plants in 2027 and the resulting risk of a 3 million‑ton oversupply of waste wood. Richard Coulson of the Wood Recyclers Association explains how the sector...
Who Pays for Texas Grid Growth? - Roundtable Discussion
In this roundtable, host Michaela with Josh Rhodes and Matt Bombs dissect the surge in Texas electricity costs, pinpointing rapid demand growth from data centers, AI, electrified buildings and transport, and the continued reliance on natural‑gas generation whose fuel price...
Korea Commodities Market Highlights Episode 4
The episode reviews South Korea's energy commodities market, noting a modest dip in thermal coal prices and major tenders favoring Indonesian, Australian, and Canadian supplies while limiting Russian and Chinese coal. It highlights the government's push to cap Russian coal...
The Ultra Bull Case for Lithium (YJ Lee)
In this episode, YJ Lee, founder of the Arcane Green Metal Fund, explains why the July 2024 lithium price dip was a prime buying window and projects a conservative 4.6 Mt lithium demand by 2030, driven by a 33% annual growth...
The New Rules Behind ERCOT Prices with Andrew Reimers
In this episode, Andrew Reimers, deputy director of the ERCOT Independent Market Monitor at Potomac Economics, explains how ERCOT’s market design—particularly operating reserves, scarcity pricing, and the December 5 real‑time co‑optimization—shapes price signals that drive new generation investment in Texas....
Money Box Live: Do Electric Cars Add Up?
In this Money Box Live episode, presenter Felicity Hannah explores the true cost of owning an electric vehicle, from purchase price and charging infrastructure to range anxiety on long trips. Guests Stuart Masson of The Car Expert and Melanie Shufflebotham...
The New European Sovereignty Stack: Energy, Minerals, Compute
The episode examines Europe’s modern sovereignty as an industrial and supply‑chain challenge, focusing on semiconductors, rare‑earth minerals, and energy infrastructure. Guests highlight Europe’s heavy reliance on imports, a thin venture‑capital ecosystem, and the need for coordinated capital to close the...
Cooling Construction Workers with Human-Centric Tech, with Tiffany Yeh, MD Co-Founder & CEO of Eztia Materials
In this episode, Dr. Tiffany Yeh, MD, co‑founder and CEO of climate‑tech startup Eztia Materials, discusses the urgent heat challenge facing construction workers and how human‑centric cooling technologies can protect them. She explains the science behind Eztia’s HydroVolt material, its...
Fertilizer Matters EP42: China’s Green Ammonia Expansion
In this episode, Argus analysts Huijun Yao and Dinise Chng examine the rapid expansion of China’s green ammonia sector, highlighting the policy incentives, renewable‑energy integration and key projects slated for 2026‑2027. They detail which wind and solar farms will power...
Stop Heating Texas Like It’s 1985 (with Kurt Heim)
In this episode, Matt Boms and Kurt Heim discuss how Texas’s winter grid strain is driven largely by outdated electric resistance heating in homes and apartments. Heim explains that resistance heaters waste electricity, while modern heat pumps can deliver up...
China's Evolving EV Monopoly - Energy Realities Podcast
The episode dissects China’s growing monopoly over the global EV market, highlighting its state‑backed battery dominance, predatory pricing, and the resulting threats to Western automakers in the US, Canada, the UK, and the EU. Panelists critique policy responses, note massive...