Everything You Need To Know About The Nuclear Energy Boom - EP 70 James Krellenstein
In this episode, host Ashley Vance and nuclear expert James Krellenstein examine the rise, decline, and potential resurgence of nuclear power in the United States, contrasting it with China’s aggressive expansion. They explain how the U.S. went from a 1960s goal of 1,000 reactors to just under 100 today, yet improved capacity factors from 55% to over 90%, effectively doubling output from existing plants. Krellenstein critiques the hype around small modular reactors and fusion startups, arguing many are misguided, while highlighting the real advances in reactor efficiency and the strategic technology transfers that have enabled China’s rapid growth. The discussion also covers cost differentials, construction timelines, and the geopolitical implications of nuclear energy development.
Context Call: May 2026 (Video)
In this second Context Call, the host reviews the ongoing Hormuz Strait closure and its ripple effects on the global oil market, noting a recent flare‑up of violence but no immediate shift in supply fundamentals. Brent crude remains anchored around...
Market Talks: Vessel Shortage in the Pre‑Salt
In this episode Conrado Mazzoni and João Scheller discuss Brazil’s booming crude oil production and the critical role of Dynamic Positioning (DP) vessels in the pre‑sale logistics chain. They explain that Brazil operates the world’s largest DP fleet—about 49 of...
Tensions Rise in the Persian Gulf
The BBC World Business Report episode examines the escalating conflict in the Persian Gulf, focusing on the U.S. "Project Freedom" to reopen the Strait of Hormuz and the resulting impact on global oil shipments. It features insights from U.S. officials,...
What’s News in Earnings: Oil Companies Look Forward to a Windfall
In this episode, WSJ energy reporter Colin Eaton discusses how the Iran‑Israel conflict and the closure of the Strait of Hormuz have spiked oil prices, giving majors like ExxonMobil and Chevron a sizable cash windfall—Exxon generated nearly $14 billion in quarterly...
Interview with Turkiye's Diplomacy 05.05.2026
In this episode, host Uma speaks with financial consultant Laurent Lecon of The Macro Butler about the cascading economic fallout from the war disrupting oil shipments through the Strait of Hormuz. Lecon warns that Asian oil reserves will only last...
Biomass Beat: Key Takeaways From the Argus Biomass Conference
The Argus Biomass Conference highlighted a surprisingly upbeat mood across the biomass supply chain, driven by record‑high European industrial pellet prices and strong demand ahead of the heating season. Participants discussed price spreads between Europe, Asia, and premium pellets, the...
Driving Discussions: ARDA South Africa Rundown
In this Argus Media European Products podcast, deputy editor George Mayer‑Bonnet recaps the ARDA conference in South Africa, highlighting Africa’s heavy reliance on imported road and jet fuels and the recent price spikes caused by Middle‑East supply disruptions. He discusses...
Oil Prices on a Rollercoaster Ride
The episode examines the sudden volatility in oil prices, which spiked to a four‑year high of $126 per barrel before falling $10 within hours, driven by escalating US‑Iran tensions and concerns over Iran’s dwindling storage capacity. Investment strategist Emma Wall...
Understanding the World's Most Unusual Commodity Cycle
In this episode, Chris interviews Grant Isaac, COO of Cameco, to unpack why uranium is a uniquely atypical commodity—its primary consumers secure fuel years in advance, leaving virtually no in‑year demand. Isaac explains Cameco’s vertically integrated model, spanning mining, milling,...
MSNOW Velshi & RUHLE WHAT COULD SHORTAGES MEAN.
The episode explores how ongoing oil and gas shortages—exacerated by the war in the Middle East and Iran’s mining of the Strait of Hormuz—could keep fuel prices high well beyond a cease‑fire, affecting jet fuel, diesel, and global supply chains....
Divided He Falls. But Stays.
The episode reviews the latest surge in oil prices amid a stagnant Gulf crisis and recent statements from Donald Trump, while dissecting the Federal Reserve’s latest meeting where Jerome Powell held rates steady and faced an unprecedented four dissenters, signaling...
Trump's Real Plan: It Was Never Just About Iran
In this episode Amber Duke examines three major stories: the UAE’s departure from OPEC, which she frames as a strategic pivot toward the United States and Israel to counter Iran and China’s influence; the controversial $8.7 million federal funding of the...
Water Tower's Severson: The Economy Sees $75 Oil 'as the New $60'
In this episode, host Chuck Jaffe talks with Sean Severson, CEO of Water Tower Research, about the emerging "$75 oil" market, which he likens to the former $60 oil era, and how it’s reshaping investor expectations for energy stocks and broader...
Critical Evolution of Japan's Carbon Credit Market
In this episode of ESG Currents, host Homa talks with Yuuki Mori, General Manager of the Carbon Credit Market Office at the Tokyo Stock Exchange, about Japan’s emerging carbon credit market and its integration with the upcoming Green Transformation Emissions...
Data Center Debate: Are Energy Bills About To Explode?
The episode examines the looming energy crisis posed by the rapid expansion of AI data centers, noting that by 2030 they could consume twice today’s electricity—enough to power France and Germany combined—while the U.S. grid may lack sufficient capacity. Guests...
Boom! United Arab Emirates Exits OPEC
In this episode, Patrick Wood explains how the United Arab Emirates' withdrawal from OPEC on May 1, 2026 signals the collapse of the petrodollar system and the rise of a new technocratic trade architecture centered on asset tokenization and the...
United Arab Emirates Is Quitting the Opec and Opec+
The episode reports that the United Arab Emirates is exiting OPEC, a move that trims the cartel’s output capacity by about 15% and gives the UAE greater freedom to boost its own production, potentially easing long‑term oil prices. Senior Market...
Morning Market Brief
In this Morning Market Brief, Lawrence Fuller highlights a sharp overnight sell‑off in futures as oil prices rebound, with WTI up $5 and Brent over $1.10, pushing national gasoline averages back to $4.11 per gallon. He notes strong earnings momentum—about...
Monday: Way Cleared for Warsh to Be Fed Chair
The episode covers the ongoing closure of the Strait of Hormuz, the stalled Iran‑Pakistan peace talks, and the clearing of Kevin Walsh’s path to become Federal Reserve Chair. ANZ senior commodity strategist Daniel Hines explains how oil production shut‑ins in...
Global Commodities: Running the Numbers on Gas
In this episode of At Any Rate, JP Morgan gas analyst Atar Kavuadza explains how the ongoing Middle East conflict has crippled LNG flows through the Strait of Hormuz, leaving roughly 16 vessels idle and cutting about 300 million cubic metres per...
SAF Insights: European SAF Market Holds Breath on Jet Price Surge
The episode examines how the Middle East conflict has driven European jet fuel prices from about $800 to over $1,900 per tonne, more than doubling them and widening the gap with crude and diesel. SAF (HEFA-SPK) prices also rose, but...
Press Publish with Noelle Acheson and Irina Slav
In this episode of Press Publish, host Noelle Acheson chats with energy analyst and Substack writer Irina Slav about her journey from freelance journalism to creating the popular OnEnergy newsletter. Irina explains how writing helps her learn, why she shifted...
Chemical Conversations: South Korea BTX Rationalisation and Global Impact
In this episode, Argus analyst Santosh and senior aromatics reporter Junlee dissect South Korea's sweeping petrochemical rationalisation, driven by persistently low benzene NAFTA spreads, China’s self‑sufficiency surge, and a global economic slowdown. The government has mandated a 20% cut—about 2.7‑3.7 million...
The Absolute Best Water Reactor: What Happened to the World’s Fastest Constructed Reactor?
In this episode, James Krelnstein and the Decouple team dissect the Advanced Boiling Water Reactor (ABWR), spotlighting Japan’s record‑breaking construction of Kashiwazaki‑Kariwa Units 6 and 7, which were built in just 38 months and at a third of the cost...
AV Charging Infrastructure: How Terawatt Is Building the Physical Layer Autonomous Fleets Need
In this episode of Autonomy Insiders, host Daniel talks with Peter Cohen, General Manager for AV and rideshare at Terawatt Infrastructure, about the often‑overlooked challenge of charging infrastructure for autonomous vehicle fleets. Terawatt builds, finances, and operates high‑power charging hubs—typically...
Reshaping French Energy
In this episode, Emmanuel Vargon, president of France's energy regulator Creux and chair of the EISA board, discusses the current state of the French wholesale energy market, highlighting its strong nuclear base, growing renewables, and increased market liquidity after the...
The Domino Effect: Why the Impending Global Energy Crisis Is Already at Your Door
The episode warns that a looming global energy crisis, sparked by the closure of the Strait of Hormuz and compounded by the Russia‑Ukraine war, is already affecting the United States. Host Danielle Moody explains how disrupted oil, fertilizer and LNG...
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[Episode #274] – Global Electricity Review 2026
In this episode, Ember analyst Nicholas Fulgham breaks down the 2026 Global Electricity Review, highlighting that 2025 was the first year since the pandemic when global fossil‑fuel electricity generation fell, driven by renewables outpacing demand growth. Solar alone supplied three‑quarters...
5132: The Giving Is In The Work | Shruti Deorah, Founding Executive Director, India Energy and Climate Center
In this episode, Shruti Deorah, founding executive director of the India Energy and Climate Center (IECC), discusses her journey from corporate roles to climate policy and philanthropy, emphasizing the need for systemic, policy‑driven solutions to India's clean‑energy transition. She highlights...
Monday: Oil & US$ to Rise as Strait Closes Again
The episode examines the renewed closure of the Strait of Hormuz after Iran attacked two vessels, sparking a rebound in oil prices and heightened geopolitical risk. ANZ economists explain that while oil may climb $1 per barrel in Asian trade,...
Global Commodities: Prices Get Relief
In this episode, J.P. Morgan Global Commodities Research analyst Greg Shearer explains how the recent reopening of the Strait of Hormuz and damage to Middle‑East aluminum smelters are reshaping supply dynamics for both oil and aluminum. He uses a "black‑hole"...
Global LPG Conversations: Could the UK’s Renewable Heat Obligation Secure LPG’s Future?
In this episode, Waldemar Jasczyk talks with George Webb, CEO of the Liquid Gas UK Association, about the UK’s push for a Renewable Heat Obligation (RHO) to secure a future for renewable liquid gases (RLG) in off‑grid heating. Webb explains...
Seven Buyers in a Trench Coat
In this episode of The Carbon Curve, host Naim Merchant talks with Jack Andreessen‑Kavanaugh, director of the Carbon Management Program at Columbia’s Center on Global Energy Policy, about Microsoft’s pause on new carbon‑dioxide‑removal (CDR) purchases and what it reveals about...
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”...
Episode 442: Poland Bets on LNG and Tariff Reform to Strengthen CEE Gas Hub Status
Poland’s gas transmission operator, Gas System, is positioning the country as a central hub for Central and Eastern European (CEE) gas supplies by expanding LNG import capacity, unifying tariffs, and strengthening cross‑border corridors such as the Baltic Sea and Amber...
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....
AUDIO: The Impact of International Conflict on the World’s Oil Pipeline
The episode examines how simultaneous disruptions at three key maritime chokepoints—the Strait of Hormuz, the Red Sea/Suez Canal corridor, and the Panama Canal—are creating a system‑wide shock to global oil and LNG shipping. The guest from the Center for Ports...
Blockading the Hormuz Strait Blockade: How Does This Work, Exactly?
The episode dissects the escalating geopolitical tension surrounding a potential U.S. blockade of the Strait of Hormuz, its impact on oil flows, and the ripple effects on global markets. Hosts highlight how Iran’s oil exports to China, possible Houthi retaliation...
The Power Dispatch: (Re)integrating Europe's Power Market
The episode examines the renewed push for the United Kingdom to re‑enter the EU internal electricity market amid heightened fuel volatility and the EU's Carbon Border Adjustment Mechanism (CBAM). Tim Santonastazo explains that the EU Council has authorized negotiations, but...
Why a Hormuz Toll Makes Economic Sense
The episode examines President Trump's mixed signals about imposing a $1‑$2 per barrel toll on oil tankers transiting the Strait of Hormuz, noting that such a fee would likely shift costs to Gulf producers and ultimately benefit U.S. suppliers, while...
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...
Clean Energy Tax Credits: New Guidance and Industry Response
The episode breaks down the Treasury and IRS’s new Notice 2026-15, which clarifies material assistance and prohibited foreign entity (PFE) rules for clean‑energy tax credits under the Inflation Reduction Act’s One Big Beautiful Bill Act. Guest Jennifer Bernardini, a PwC...
First Iranian Oil for India in Seven Years
The episode covers three main stories: India’s receipt of its first Iranian oil cargo in seven years following a temporary U.S. sanctions waiver, the ongoing disruptions in the Strait of Hormuz affecting global shipping and energy markets, and BTS’s kickoff...
Gulf Ceasefire: Fragile or Firm?
The episode examines the newly announced Gulf ceasefire and its uncertain impact on global energy markets, especially LNG supply. Analysts discuss the fragility of the ceasefire, the stalled reopening of the Strait of Hormuz, and the critical role of Qatar's...
Global LPG Conversations
In this episode of Global LPG Conversations, Argus SVP David Appleton and consulting head Jack Greenwood field unanswered questions from a recent webinar, focusing on the market fallout from the April 8 cease‑fire announcement between the US and Iran. They...
PPA Slowdown – Temporary or Permanent?
The episode examines why Europe’s power purchase agreement (PPA) market has slowed, highlighting a shift from a high‑growth phase to a mature, risk‑focused regime driven by falling capture rates, negative prices and market saturation. Guests Alina Travattoni and Luca Pedretti...
[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...
Europe’s Electric Vehicle Conundrum
The episode examines Europe’s dual transition: decarbonising transport through rapid EV adoption and maintaining a competitive automotive industry amid Chinese overcapacity and shifting US subsidies. Guests explain how the EU’s reliance on Chinese batteries and EVs threatens supply‑chain resilience, while...