251. Fission Impossible: the SMR Gamble - Oct...

The current datacenter buildout is the biggest GDP bet in America since the railroads 150 years ago. We have never seen a frenzy quite like this. The system is running on overdrive—and the cracks are starting to show. While Anthropic and OpenAI announce dizzying financing numbers ...  Show more

The global market for Virtual Power Plants is assessed around 100GW (+/- 20GW). It is a 7bnUSD expected to grow at a CAGR above 20% in the next 5 years to reach 40bnUSD within a decade. VPP are a digitally coordinated flexible network of distributed resources: cheaper than centra ...  Show more

Energy companies face a dual challenge – they must decarbonise whilst managing increased demand from emerging and developing economies. In this podcast, ACWA Power’s Marco Arcelli, Petronas’ Charlotte Wolff-Bye and Standard Chartered’s Wan Thonh Chow share insights into how th ...

Themes ranging from decentralized energy to nuclear to solar have found fresh footing this year due to secular growth trends such as the acceleration of electrification needs. In this episode of Inside Active, host David Cohne, mutual fund and active-management analyst with Bloom ...  Show more

The energy situation in Europe is getting more challenging. Finland's economic affairs minister (0:12) Bill Mann discusses: - CVS Health buying Signify Health for $8 billion in cash - Finland's minister of economic affairs comparing Europe's energy situation to the collapse ...  Show more

In a panel hosted by Ed Golder, Head of European Utilities & Renewables at RBC Capital Markets, experts including Hanns Koenig, Managing Director of Aurora Energy Research; Marcel Münch, SVP Finance, M&A and Investor Relations at EnBW; Dr. Frank Reiners, Chief Financial Officer a ...  Show more