
#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. He highlights the health crisis of air‑pollution from fossil fuels and biomass, noting that millions die annually, comparable to the death toll of Chernobyl every half‑hour. Gregory also critiques the ideological opposition to nuclear energy within the environmental movement and points out the political consensus in the UK that supports nuclear as a clean, reliable baseload. Finally, he stresses that a failed net‑zero strategy could undermine global climate efforts and energy independence.

Largest Oil Reserve Released in History & Porsche Has Lost Its Luster
The episode examines the geopolitical shock to oil markets as the IEA releases a record 400 million barrels from strategic reserves amid the Strait of Hormuz crisis, noting that the move failed to lower prices and also threatens fertilizer supplies, driving...

PETER LEWIS' MONEY TALK - Thursday 12 March 2026
In this episode of Peter Lewis' Money Talk, host Peter Lewis talks with Andrew Freris, CEO of Ecognosis Advisory, and Nick Marro, Principal Economist for Asia at the Economist Intelligence Unit about the recent fuel subsidy crisis in Vietnam and...
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[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...

'Largest Ever' Oil Reserve Release Agreed by 32 Countries
The episode explains that 32 IEA member countries have agreed to release a record 400 million barrels of emergency oil reserves—the largest ever—to curb soaring energy prices amid the US‑Israel conflict in Iran. IEA Executive Director Faith Beryl notes this release is...

BREAKING: Canadian PM Says He Will Not Join War As Gas Soars To $4
In this episode, the host discusses the Canadian Prime Minister's firm stance that Canada will not join any offensive military actions related to the Israel‑U.S. conflict, despite rising gas prices hitting $4 per gallon. The PM reiterates Canada's policy of...

IEA Proposes Record Release of Oil Reserves
The episode focuses on the International Energy Agency's proposal to release a record 400 million barrels of oil from member countries' strategic reserves to counter a sharp price surge caused by the near‑closure of the Strait of Hormuz after Iranian attacks....

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...

Wednesday: Oil Slumps on Stockpile Hopes
The episode covers a sharp drop in oil prices toward $80 a barrel as markets anticipate the release of strategic stockpiles amid Middle East tensions, while Australian consumer confidence falls and business sentiment turns negative. It highlights China’s surge in...

Buckle Up
In this episode of Reuters Morning Bid, Amanda Cooper and Mike Dolan dissect the wild swings in oil prices after former President Trump hinted the Iran conflict could end soon, noting crude jumped $30‑$25 per barrel in a day before...

Surging Oil Prices Spark Market Jitters
The episode opens with a discussion of oil prices soaring above $100 per barrel, the sharpest jump in years, and the resulting market fear as higher energy costs threaten corporate earnings, inflation, and consumer spending. Hosts Jon Quass, Rachel Warren,...

Driving Discussions: The New Map of Global Refining
The episode explores how the global refining landscape has shifted, with rapid capacity growth in Asia, the Middle East, and Africa—especially China and India—while Europe and North America face widespread closures due to higher costs, stricter regulations, and declining demand....

$100 Oil Is Back
The episode examines the sudden surge of oil prices above $100 a barrel, driven by escalating attacks on Persian Gulf infrastructure amid the Iran‑Israel‑U.S. conflict. Journalists Luke Vargas and Joe Wallace explain how the closure of the Strait of Hormuz,...

Market View: How High Can Oil Go? Winners and Possible Losers Amongst Defense Stocks and SG Agri Counters
The episode examines how the recent escalation of the Iran‑Israel‑U.S. conflict is pushing oil above $100 per barrel, creating inflationary pressure and market volatility across Asia and the U.S. It highlights the mixed impact on Singapore‑listed agricultural stocks, where upstream...

Global LPG Conversations: Middle East War Hits Global LPG Markets
The episode examines the immediate impact of the Middle East war and the closure of the Strait of Hormuz on global LPG markets, focusing on sharp price spikes in Asia's forward curve, especially the August Faris Index, which jumped 24%...

TWIFO 487: An Explosive Week in Energy, Equity, Crypto and More
In this episode of This Week in Futures Options, host Mark Longo and CME Group chief economist Eric Norland dissect a volatile week across energy, equity, and crypto markets. They highlight heating oil, crude oil, and natural gas as the...
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,...

Market View: Gold Rush, Oil Shock & Sea’s Surprise - Markets Brace for a New Volatility Cycle
In this episode, Michelle Martin and market analyst Ryan Huang dissect a volatile global backdrop, covering Asian equity declines, the earnings surge and share‑price drop of Singapore‑based Sea Ltd (Shopee), Singapore’s push to become a regional physical gold hub, and...

Risk Off as Market Ponders New Energy Crisis From Iran Conflict.
The episode analyzes how the escalating Iran‑Israel conflict is triggering a fresh energy crisis, especially in Europe, where gas spot prices have surged 70% and oil is trading above $80 per barrel. Hosts discuss market reactions: a brief rally in...

Week Ahead: Shockwaves From Iran
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...
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...

Weight of Freight: Talking Tankers with Asyad’s CEO
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,...

The Uranium Deal 10 Years in the Making (Brandon Munro)
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,...

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...

TWIFO 486: Widowmakers and Lethal Weapons
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...

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](/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)
[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...

Methanol Market Trends, China MTO Outlook & MTBE Analysis
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)...

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...

TWIFO 485: From the Equity Put Spread Craze to Meme Stock Metals & Crude's Inflection Point
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...
Nordic Power Market Competition Heats Up
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...

Driving Discussions: The Gasoline Glut - Markets Out of Balance
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,...

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...

Super-Spiked Videopods (EP91): Long-Takes From The Road: FAQ on "Take Risk"
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...

Asia’s Bitumen Shift: Trade Flows, Freight, and Future Demand
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...
319. The Power of Model-Based Battery Engineering
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...

Impact of AI on Transport | TG Explains AI
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...

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...

A Geopolitical State of Emergency?
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...

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...
![[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)
[Episode #269] – Trump’s War on the Energy Transition
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...

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...

Harnessing Nuclear Power
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,...