
In this urgent episode of Reuters Morning Bid, hosts Carmel Crimmins and Amanda Cooper dissect the fallout from a wave of US and Israeli strikes that killed Iran’s supreme leader, sparking Iranian drone and missile retaliation. They highlight the immediate market focus on energy, noting Brent crude hovering near $72 and the risk of a Strait of Hormuz shutdown that could send oil prices soaring. The discussion expands to broader market implications, with risk assets likely to sell off while safe‑haven assets such as gold, the yen and government bonds could rally. They warn that heightened volatility will compound already fragile investor sentiment amid AI disruptions and tariff uncertainties.
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...

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...

In this episode, Argus's Way to Freight talks with Dr. Ibrahim Alnathiri, CEO of Asyad Shipping, about the company’s aggressive fleet renewal and expansion, including the recent purchase of three VLCCs and four other newbuilds. Alnathiri explains how a younger,...

In this episode, host Jonas interviews uranium expert Brandon Munro about Bannerman Resources' landmark deal with China National Nuclear Corporation (CNNC), which sees CNNC acquire a 43% stake in the Etango uranium project in Namibia. Munro explains the decade‑long journey,...

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...

In this episode of This Week in Futures Options, host Mark Longo and guest Carly Garner discuss the week’s market movers, highlighting strong gains in precious metals like silver (+12.5%) and platinum (+8.78%) while noting declines in energy and agricultural...

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](/cdn-cgi/image/width=1200,quality=75,format=auto,fit=cover/https://cdn.xenetwork.org/ets/wp-content/uploads/sites/2/powerpress/ETS-PodcastArtwork-full.png)
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...

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...

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...

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...

In this episode, senior fuels consultant Roel Salazar and VP of Methanol & Derivatives Dave McCaskill review the first two months of 2026 methanol market headlines, focusing on price movements, supply dynamics, and demand shifts. They examine China’s methanol‑to‑olefins (MTO)...

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...

In this episode Mark Longo and Scott Bauer break down three hot market themes: the surge in equity put spreads, especially the massive S&P 500 March 6600/6500 vertical and rising Russell 2000 volatility; the pivotal moment for WTI crude, where geopolitical factors...
The episode examines the upcoming launch of Nord Pool's electricity futures contracts and the resulting scramble for liquidity across the Nordic power curve, with Nord Pool CEO Tom Darrell and EEX CEO Peter Reitz debating who will dominate. It also...

The episode analyzes the unexpected surge in global gasoline demand and price spreads in late 2025, attributing it to tight refinery capacity in Asia and the Middle East and seasonal factors. It examines how rising EV adoption, evolving blending mandates,...

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....

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 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...

In Episode 91, Arjun Murti delivers a rapid FAQ on the "take risk" messaging his podcast has been using throughout 2026, focusing on how companies should shape corporate strategy amid a maturing US shale oil sector. He reflects on the...

The episode examines how shifting trade flows, tighter vessel availability, and rising freight costs are reshaping the global bitumen market in 2026, especially for Asian importers. It highlights a surge in Chinese bitumen exports that are undercutting traditional suppliers to...
In this episode, Grayson Brulte talks with Gavin White, co‑founder and CEO of About:Energy, about how model‑based design and advanced simulation are transforming battery engineering, slashing development cycles by up to 70%. White explains the creation of The Voltt, a...

TeleGeography’s podcast with Luis Colasante examines the emerging bottlenecks in AI infrastructure. He explains that AI‑driven data centers consume two to three times more power than traditional cloud facilities, positioning energy availability as the chief constraint on digital growth. The discussion...

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...

The episode examines escalating geopolitical risks to Europe’s energy security, focusing on rising US‑Iran tensions, Russia’s renewed attacks on Ukrainian energy assets, and shifting US interest in Greenland. Experts from Eurasia Group, Aurora Energy Research, and Montel analyze how these...

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...
![[Episode #269] – Trump’s War on the Energy Transition](/cdn-cgi/image/width=1200,quality=75,format=auto,fit=cover/https://cdn.xenetwork.org/ets/wp-content/uploads/sites/2/powerpress/ETS-PodcastArtwork-full.png)
In this episode, host and guest Ari Peskoe dissect President Trump’s aggressive rollback of the U.S. energy transition during his second term, detailing canceled projects, forced extensions of fossil‑fuel plants, and the weaponization of federal agencies against renewables. Peskoe explains how...

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...

In this brief episode, the hosts discuss NASA's renewed partnership with the U.S. Department of Energy to develop safe nuclear power systems for space missions. They explain how compact fission reactors could provide reliable energy for deep‑space exploration, lunar bases,...

In this episode, Kevin interviews Blake Chroman, Principal at Sitex Group, about how warehouse power infrastructure is becoming a decisive factor in industrial real estate leasing and development. Chroman explains that electrical capacity, utility connection timelines, and total occupancy costs...

Erika Tsirikou and Josh Michalowski discuss how ongoing Red Sea tensions are forcing tankers to bypass the Suez Canal and the potential reopening of the canal by 2026. They examine the resulting pressure on clean LR1 and LR2 freight rates,...

In this episode, Chris Keefer interviews Ken Petrunik, a veteran of Canada’s nuclear golden age who led the construction of large CANDU reactors—including the Qinshan Phase III project in China—delivered ahead of schedule and under budget under a fixed‑price EPC contract....
![[Episode #268] – Activism 101](/cdn-cgi/image/width=1200,quality=75,format=auto,fit=cover/https://cdn.xenetwork.org/ets/wp-content/uploads/sites/2/powerpress/ETS-PodcastArtwork-full.png)
In this 26‑minute mini‑episode, host and guest Carter Lavin break down how everyday activists can turn climate and transportation goals into effective local campaigns. Lavin shares tactics from his new handbook, including power mapping, coalition building, and the “inside‑outside game”...

In this brief episode, ANZ Research analysts discuss the recent 4.9% drop in oil prices, attributing the decline primarily to easing geopolitical tensions with Iran. They explain how reduced risk of supply disruptions has softened market sentiment and led to...

In this episode of Decouple, the hosts dissect the European Pressurised Reactor (EPR), showing how its over‑engineered safety philosophy—extreme redundancy and conservative margins—clashed with Western construction capacity, supply‑chain readiness, and project‑management culture, leading to massive delays and cost overruns. They...
![[Episode #267] – Japan: Petrostate or Electrostate?](/cdn-cgi/image/width=1200,quality=75,format=auto,fit=cover/https://cdn.xenetwork.org/ets/wp-content/uploads/sites/2/powerpress/ETS-PodcastArtwork-full.png)
In this mini‑episode, Chris and former IEA Executive Director Nobuo Tanaka examine Japan’s precarious position in the global energy transition, weighing whether it should align with petro‑states, join the electrostate movement, or straddle both. Tanaka proposes a bold East Asian...