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 biochar to greenhouse growers, supplies heat and power to adjacent facilities, and monetizes carbon removal through emerging EU standards, while leveraging a mix of venture capital, public grants, and project financing. Moon highlights the recent EU carbon‑removal methodology as a game‑changing regulatory milestone that will likely set a global benchmark, and she stresses the resilience of her revenue streams despite a volatile climate‑funding environment. The discussion also touches on the broader need to amplify women‑led climate tech ventures and the importance of aligning climate solutions with essential sectors like food and energy.
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...
Tuesday: Oil Price Rises After New Trump Threats
The episode covers how Donald Trump's threat to strike Iran's energy and water infrastructure spiked oil prices by about 2%, while U.S. jobs data showed strong payroll growth but weakening wage gains, easing pressure on the Fed. ANZ economists discuss...
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...
Is the Strait of Hormuz Opening up Again?
The episode examines the tentative reopening of the Strait of Hormuz after weeks of disruption caused by the US‑Israel‑Iran conflict, highlighting the first Western container ship and a Japanese LNG carrier to transit the route. Captain John Conrad of GCaptain...
Why Are Americans Still Stuck Paying for Oil Wars When EVs Cost Less to Drive?
The episode examines why soaring gasoline prices—driven by geopolitical conflicts and policy choices—make electric vehicles (EVs) a cheaper, cleaner alternative, highlighting that EVs now cost less to operate than gas cars, especially with falling vehicle prices and expanding charging infrastructure....
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...
Last Energy Crisis, This Sector Went Up 20x (Ferg Cullen)
In this episode, trader Ferg Cullen breaks down the current energy crunch, highlighting how the EU’s abrupt move away from Russian gas and nuclear power has left it vulnerable, while Asia’s coal demand surges. Cullen explains his bullish call on...
Chemical Conversations: BTX Market Pressures Amid Middle East Conflict
In this episode, host Santosh talks with Ashish Kulkarni, Lead Aromatics Consultant at Argus, about how the Middle East conflict is driving crude price volatility and tightening NAFTA supplies, which in turn is squeezing benzene, toluene and xylene (BTX) markets...
Coal Makes a Comeback
The episode examines a tentative resurgence of coal in Europe’s power mix as soaring gas prices—driven by the Middle East conflict—make coal comparatively more economical. Guest Lawrence Walker and analysts Toby Hassel and Firat Elgene explain that while coal imports...
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...
U.A.E. Preparing to Help Open Strait of Hormuz By Force
The Wall Street Journal’s What’s News covers the United Arab Emirates’ shift toward becoming a combatant in the Iran‑U.S. conflict, as it prepares to help force‑open the Strait of Hormuz by clearing mines and supporting a U.N. resolution authorizing military action. Middle‑East...
Why Sri Lanka Is Raising Electricity Prices for Most Households
The episode explains why Sri Lanka has raised household electricity tariffs by 7‑10% (up to 25% for heavy users) as the war in the Middle East drives up global oil prices, forcing the island to spend about $600 million on fuel...
Strait Talk: Crisis in the Gulf
In this episode Tom Reid of Argus discusses the escalating Hormuz crisis with Dubai‑based colleagues Nada Itayim and Bashar al‑Halabi. They examine the U.S. deployment of the USS Tripoli, the strategic importance of Iran’s Kharg Island as a major oil export...
Kharg Island: What Role Does It Play in Iran’s Economy?
The episode explains that Kharg Island is Iran’s primary oil export hub, handling over 90% of the country’s crude shipments—about 1.7 million barrels a day, or roughly 1.5% of global supply. Experts Humayun Falak Shahi (Kpler) and Dr. Anahita Motazad‑Rad (LSE)...
The Real Risk Isn’t War- It’s What Comes Next
In this Macro Mondays episode, Mikkel Rostewald and Andreas dissect the ongoing Iran‑U.S. conflict, weighing the likelihood of diplomatic resolution versus a broader military escalation. They examine the immediate market fallout—oil supply disruptions, the impact on by‑products like helium and...
Crude Report: Hormuz Disruptions Put Canadian Export Crude in the Global Spotlight
In this episode Jeff Kralowitz talks with Argus senior reporter John Kordner about how the recent disruptions in the Strait of Hormuz have boosted Canadian heavy crude exports. With freight rates soaring, Canadian grades are now more competitive than Middle‑East...
Fuel on the Fire
The episode examines how the escalating Iran‑Houthi conflict is driving oil prices above $100 per barrel and triggering a sharp market sell‑off. It highlights the G7 finance ministers' meeting, where they will discuss measures such as cutting fuel duties to...
Insights on the Current Energy Landscape with Robert Bryce
In this episode, Dave Whitehead talks with veteran energy journalist Robert Bryce about the geopolitical fallout from the recent U.S.-Israel bombing campaign against Iran and its implications for global oil markets, especially China’s reliance on Iranian crude. Bryce critiques overly...
Fears of Fuel Shortages Lead to Panic Buying in Australia
The episode examines the recent fuel shortages at Australian petrol stations, attributing the empty pumps largely to panic buying rather than a supply disruption from the Israel‑Iran conflict. Independent station owner Steve Amos describes how demand spiked, forcing wholesalers to...
Context Call: March 2026
In this episode, the host analyzes the immediate oil market impact of a potential closure of the Strait of Hormuz, which transports about 20 million barrels per day—roughly one‑fifth of global supply. He explains that this volume creates a market "hole"...
Deal or No Deal? Conflict Drives Oil Volatility and UK Inflation
In this episode, Charlene Young and Tom Sieber dissect how the ongoing Iran conflict is fueling oil price volatility and feeding into UK inflation pressures, while also reviewing the latest UK CPI data and government energy support plans. They highlight...
Another Day, Another Deadline
In this episode, Reuters' Peter Devon and Elena Casas discuss the sharp decline in oil prices following President Trump's extension of the deadline for airstrikes on Iran, the heightened recession risk highlighted by Moody's and Fed officials, and the looming...
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....
Another Power Crisis
In this episode of Plugged In, the hosts examine how the war in Iran is reverberating through Europe’s power markets, reigniting price volatility and testing the resilience of the continent’s energy transition. Julia Demedag outlines Germany’s improved but still gas‑dependent...
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[Episode #272] – Global Energy Crisis 2026
In this episode, host Chris Nelder and oil market analyst Rory Johnson dissect the unfolding global energy crisis triggered by the U.S.-Israel bombing of Iran, which has crippled Persian Gulf oil and gas exports. They compare the current shock to...
300: Tasty, Solid State Donuts
In this episode Sean Farrell and his brother Matt discuss the hype and controversy surrounding the so‑called "donut" solid‑state battery unveiled at CES, dissecting the lofty claims of 400 Wh/kg energy density and 100,000‑cycle life that many deem physically impossible. They...
Is the Oil Crisis About to Break Global Supply Chains?
In this episode, Ed Elson and Flexport CEO Ryan Peterson discuss the cascading effects of the Strait of Hormuz closure and Red Sea disruptions on global supply chains, highlighting soaring oil, diesel, and fertilizer prices and a 50% rise in...
The Crude Report: Crude on War
In this episode of the Argus Crude Report, Lina Bullock and Mediterranean reporter Eleni Krak discuss how the Middle‑East Gulf War is reshaping crude supplies for European refiners. They explain that Europe faces a loss of roughly 600,000 barrels per...
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...
Jeffrey Goldberg and Joe Weisenthal: Pandora's Box Has Been Opened
In this Bulwark Podcast episode, host Tim Miller chats with Atlantic editor‑in‑chief Joe Weisenthal and journalist Jeffrey Goldberg about the economic fallout of the Iran‑Israel conflict and the broader implications for U.S. defense policy. They dissect the controversial Signal‑chat scandal...
The Philippines Declares State of Emergency over Fuel Crisis
The episode reports that the Philippines has declared a national energy emergency as diesel and petrol prices more than double amid the US‑Israel‑Iran conflict, prompting an executive order that lets the government control fuel distribution, purchase supplies, and subsidise costs....
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...
Infrastructure's Next Frontiers W/ Stonepeak’s Michael Dorrell
In this episode, Hugh MacArthur talks with Michael Dorrell, co‑founder of Stonepeak, about the surge in AI‑driven data‑center demand and its ripple effects on the energy sector, highlighting opportunities in gas infrastructure, LNG export projects, and a paradoxical sweet spot...
Oil, Outages and Energy Shifts: The Global Ripples From the Middle East
The episode examines how the Middle East conflict is rippling through global energy markets, from plunging oil prices to strained LNG supplies and rising fuel costs in places like the Philippines. Experts Walter Todd, Ira Joseph, and Ray Coyle explain...
Global Commodities: What Are the Markets Missing?
In this episode, JP Morgan analysts Greg Scheer (precious and base metals) and Atar de Boadze (European natural gas) dissect the escalating Middle‑East conflict’s impact on commodities. They detail how attacks on Iranian, UAE and Qatari gas infrastructure have trimmed Qatar’s...
"Work From Home and Limit Flights", Urges IEA, as Fuel Crisis Deepens
The episode examines how recent attacks on Gulf energy infrastructure, sparked by the US‑Israeli conflict with Iran, are driving volatile oil and gas prices and threatening global supply chains. The International Energy Agency urges governments to cut demand by promoting...
Eye of the Storm?
The episode examines how recent geopolitical tensions are driving a fresh surge in energy prices, with the US and allies pledging to boost supply while Qatar reports that 17% of its gas output has been knocked offline by airstrikes, potentially...
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...
Europe’s Nightmare Choice: Pay Trump for LNG or Beg Putin for Gas After Gulf Strikes Wipe Out Qatar Supply?
In this episode, Justin McShane outlines the sudden European energy crisis triggered by Israel’s strike on Iran’s South Pars field and Iran’s retaliation that crippled Qatar’s Ras Laffin LNG hub, cutting 20% of global supply. He explains how soaring gas...
Oil Shock Spreads Global Strain
The episode examines the ripple effects of the recent oil price surge, sparked by an Iranian petrochemical plant strike, on global markets and everyday life. Market maker Greg Newman describes unprecedented volatility and links the crisis to broader geopolitical tensions...
Market Talks: Challenges in Brazil’s Natural Gas Market
In this episode, Marcos Mortari and Lucas Boaquini, Business Development Manager at Argos Brazil Gas Markets, discuss the evolution of Brazil's natural gas market following a new legal framework that has increased competition and participation. They explain the emergence of...
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...
As Oil Price Surges, Will US Fracking Production Increase?
The episode examines how the recent surge in oil prices, driven by the Middle East conflict, is affecting U.S. shale production and global economies. CEO Mike Eastman of Tall City explains that despite higher prices, his company is not altering...
Asian MTBE Arbitrage Flows Wrecked by Middle East Conflict
The episode examines how the Middle East conflict has upended global MTBE arbitrage, causing sharp price spikes and volatility across Asia, Europe, and the U.S. Asian producers face supply constraints as Middle‑East feedstocks dry up, while European demand for cheap...
U.S. Asks for Help to Address Energy Crisis
The episode focuses on the U.S. effort to keep the Strait of Hormuz open amid rising energy tensions, detailing President Trump's appeal to allies—including China, NATO members, Japan, and Australia—for naval support, and highlighting European hesitancy due to limited resources...
Market View: Oil at $100, China’s AI Lobster Craze & Adobe’s AI Reckoning
The episode covers three main stories: soaring oil prices above $100 a barrel driven by Middle East tensions, China’s rapid adoption of open‑source AI agents dubbed “raising lobsters” with the OpenClaw platform, and Adobe’s leadership shake‑up amid generative AI competition....
Iran War Oil Crunch Plunges World Into Crisis - New World Next Week
In this episode of New World Next Week, James Corbett and James Evan Palato dissect the escalating oil crisis triggered by the U.S.-Iran conflict, highlighting how the Strait of Hormuz closure has forced Asian nations like Pakistan, Bangladesh, and others...