The latest podcast feed searching 'Current Events' on SermonAudio.
…
continue reading
This podcast delivers the top stories in the electric utility industry, curated daily using AI-driven tools for maximum relevance and impact. Each episode is generated with advanced language models to provide clear, concise, and timely updates for energy professionals. https://www.linkedin.com/company/currenteventspodcast
…
continue reading
The purpose of this podcast is to seek out biblical patterns of truth to understand the events of our times. We seek to answer the overarching question: How do we do the will of God in a world where current events never stay current? For Scripture says in 1 John 2:17 that “the world is passing away along with its desires, but whoever does the will of God abides forever.” Questions and comments are welcome : [email protected]
…
continue reading
1
History Talk, the history podcast from Origins: Current Events in Historical Perspective
Origins OSU
Smart conversations about today’s most interesting topics - a history podcast for everyone, produced by Origins from Ohio State's Department of History
…
continue reading
1
Midnight on the Coast: Biblical Prophecy and Current Events
Meredith Morgan, Brittany Woodle and Dr. Tom Woodle
Midnight On The Coast is a weekly (usually) podcast that explores current events in the light of Biblical prophecy and anything else that might spring from those discussions. Hosted by Fr. Tom Woodle, who is a retired Anglican Priest and Religious Studies university professor, and two of his daughters, Meredith Morgan in Charleston, SC and Brittany Woodle in Virginia Beach, there are no limits to what might pop up. Anything from eschatology and studies of the end-times, to UFOs, AUPs how the ...
…
continue reading
1
Investing with GoodLife | Real Estate News, Investing Tips, & Current Events
GoodLife Housing Partners
A weekly open forum podcast where GLHP’s Principals discuss investing, real estate, and other current events. Please send any questions or feedback to [email protected] Housing Partners is a privately-held real estate investment company based in Los Angeles with a focus on the student housing and workforce apartment sectors. The firm was founded by Rohan Gupta and David N. Fong in May 2015 and as of February 2021 has assets under management with an estimated value of approximately $ ...
…
continue reading
Minnesota plow driver works overtime Cover art photo provided by rawpixel on Unsplash: https://unsplash.com/@rawpixel
…
continue reading
Current Events project Cover art photo provided by David Jorre on Unsplash: https://unsplash.com/@davidjorre
…
continue reading
A shifting economic order. Rising geopolitical risk. Capital on edge. In The Real Estate Market Watch, Dr. Adam Gower, author, academic, and commercial real estate veteran with over 40 years of experience, examines the macroeconomic signals reshaping the real estate investment landscape. This isn't a show about deal hype or trend-chasing. It's about what happens when confidence meets correction - and how investors and sponsors can respond with clarity, discipline, and a focus on downside pro ...
…
continue reading
A daily news podcast. Because there's news every day.™
…
continue reading
All the current events that’s taking place in the Hip Hop communities all around the world
…
continue reading
Just stuff on my mind
…
continue reading
…
continue reading
A dead podcast
…
continue reading
Talking about current events on a variety of subjects ranging from politics to religion to sports to family, and etc., in light of the Bible in comparison to worldly views and opinions.
…
continue reading
An amateur historian offering the best articles Wikipedia has to offer
…
continue reading
Welcome to current events in music im tykhawn and we will be discussing the news in hiphop and new music and all the new stuff in the music world
…
continue reading
Listen here for some articles from Inkstone News!! Your other Chinese News outlet to keep you updated on current happenings! Cover art photo provided by Hanson Lu on Unsplash: https://unsplash.com/@hansonlujx
…
continue reading
Political talk, no political correctness, no limits, daily life and answers to listeners questions! What will you hear from me next? You’ll have to listen to find out! Enjoy :)
…
continue reading
Virtual Snow Days Cover art photo provided by Damian McCoig on Unsplash: https://unsplash.com/@damianmccoig
…
continue reading
This sermon, Current Events Update 1/17/2021 discusses different scenarios we could take as a nation with this Presidental election and how it pertains to Bible Prophecy.
…
continue reading
1
Generally Trivial: Current events, pop culture, sports, and odd news every fortnight.
Generally Trivial
Every two weeks we take a look at current events. Funny crime stories, interesting science finds, movies, sports. We hope you'll join us in the conversation and have a few laughs.
…
continue reading
Current Events China Cover art photo provided by Marissa Rodriguez on Unsplash: https://unsplash.com/@marissar_
…
continue reading
The Angel News Network Podcasts www.TheAngelNewsNetwork.com With Spiritual Journalist Joel D. Anastasi and Channel Phillip Elton Collins Joel and Phillip present a short conversation with a divine representative of the higher realms about the current events taking place in our nation and world. It’s relevant to hear the views of human “experts” on current events. We believe it is far more valuable to hear the divine perspective on these same issues.
…
continue reading
1
Conversations Kill | Dissecting current events, music and film through a philosophical and political lens.
Conversations Kill
A bi-weekly podcast dissecting current events, music and film through a philosophical, political and religious lens.
…
continue reading
The Shadow of Ideas is a journey into the world of current events, politics, and social justice through the lens of a historian.
…
continue reading
Legal Anatomy of Current Events is a weekly podcast that will be reviewing a wide range of national topics and the legal issues involved. Gary Bell and Brad Pollock are Denver lawyers and their law firm is Bell & Pollock. We are lawyers, experts, and advocates and our mission is to educate you on the law and how these national topics may affect you, delivered in a plain-language explanation of the law. Learn about what’s happening regarding the most pressing legal issues of our time in a non ...
…
continue reading
1
Stephen Explains the News │U.S. & World News and current events│Humor with heart
Stephen and Kayla
Stephen explains what's going on to Kayla, hilarity ensues. A weekly audio download. The news cycles is complicated, we'll figure it out together. Covering U.S. and World news, music, pop culture and weird stories, it's a current events chat show that looks at the world with humor and compassion. Stephen's been paying attention, Kayla hasn't; one of them has something to say that you'll like (it's probably Kayla).
…
continue reading
A new MP3 sermon from VCY America is now available on SermonAudio with the following details: Title: News Roundup and Comment Subtitle: Crosstalk America Speaker: Jim Schneider Broadcaster: VCY America Event: Current Events Date: 10/31/2025 Length: 53 min.
…
continue reading
In this episode - we tackle the tough question: How many will be saved? We examine key Scriptures from Jesus' teaching on the narrow gate, Paul’s hope for the ages, Old Testament promises, and visions in Revelation. join in as we contrast temporary wrath with everlasting mercy and we consider Israel’s generation and our own present evil age. So, gr…
…
continue reading
1
2025.10.31 | $163 Billion Shock: Who Pays for the Data Center Grid Boom?
7:03
7:03
나중에 재생
나중에 재생
리스트
좋아요
좋아요
7:03Data Center Demand has quadrupled, pushing the U.S. electric grid to a critical breaking point and sparking a massive $163 billion dispute over who pays for the necessary upgrades. Utility professionals must understand how this unprecedented load growth is forcing immediate, reactive measures—like conditioned interconnection agreements in ERCOT and…
…
continue reading
My podcast guest this week is Chris Garner, CEO, Avanti Residential, an owner-operator with thousands of units across seven states, who has four decades in the trenches. Garner explains how the multifamily market is bottoming – with local nuance. The past two years weren't a demand recession, he says, so much as a supply shock in growth metros. Con…
…
continue reading
Welcome to our webinar on Ayva Midtown Phase II—the development of a 26-unit apartment community in Oklahoma City, Oklahoma. Strategically located near major employment hubs with over 100,000 jobs, this $6.35 million project (with $1.85 million in total equity) targets a 25.62% project IRR and a 2.39x equity multiple. Tune in now for out Webinar Re…
…
continue reading
1
Episode 23- The Scene in Heaven in Revelation 4 and Dad talks about aliens
57:37
57:37
나중에 재생
나중에 재생
리스트
좋아요
좋아요
57:37We continue our discussion about the digital ID and how the peace accord in Israel fit in end times prophecy. Dad shows his enthusiasm about UFOs and aliens. Could aliens be demons......it's a discussion. We also continue into the 4th chapter of Revelations and break down what John was seeing. Join us! If you have any questions, comments, and/or su…
…
continue reading
Percival Lowell was a prominent astronomer of the late 19th and early 20th centuries who believed in the existence of a planet beyond Neptune, which he called “Planet X.”Written by Kevin Schindler. Narration by Dr. Nicholas B. Breyfogle. Video production by Hannah Keller, Dr. Nicholas B. Breyfogle, and Laura Seeger. A transcript is available at htt…
…
continue reading
A new MP3 sermon from Albert Mohler | The Briefing is now available on SermonAudio with the following details: Title: Friday, October 31, 2025 Subtitle: Cultural Commentaries Speaker: Dr. R. Albert Mohler, Jr. Broadcaster: Albert Mohler | The Briefing Event: Current Events Date: 10/31/2025 Length: 26 min.…
…
continue reading
A new MP3 sermon from The World View in 5 Minutes is now available on SermonAudio with the following details: Title: Wheel of Fortune no longer family friendly Subtitle: The World View in Five Minutes Speaker: Adam McManus Broadcaster: The World View in 5 Minutes Event: Current Events Date: 10/31/2025 Length: 8 min.…
…
continue reading
A new MP3 sermon from VCY America is now available on SermonAudio with the following details: Title: Day of Prayer for the Persecuted Church Subtitle: Crosstalk America Speaker: Jim Schneider Broadcaster: VCY America Event: Current Events Date: 10/30/2025 Length: 53 min.
…
continue reading
A new MP3 sermon from Bible Believers Fellowship is now available on SermonAudio with the following details: Title: October 29th, 2025 Current Events Update Subtitle: Current Events Speaker: Gregory A. Miller Broadcaster: Bible Believers Fellowship Event: Current Events Date: 10/29/2025 Length: 26 min.…
…
continue reading
A new MP3 sermon from Old Paths Baptist Church is now available on SermonAudio with the following details: Title: Apostasy Watch: Wesley Huff, Joe Rogan On Hell Subtitle: Apostasy Watch-Q&A Speaker: Jason Cooley Broadcaster: Old Paths Baptist Church Event: Current Events Date: 10/29/2025 Length: 82 min.…
…
continue reading
A new MP3 sermon from Albert Mohler | The Briefing is now available on SermonAudio with the following details: Title: Thursday, October 30, 2025 Subtitle: Cultural Commentaries Speaker: Dr. R. Albert Mohler, Jr. Broadcaster: Albert Mohler | The Briefing Event: Current Events Date: 10/30/2025 Length: 25 min.…
…
continue reading
A new MP3 sermon from The World View in 5 Minutes is now available on SermonAudio with the following details: Title: Help victims of Hurricane Melissa in Jamaica & Cuba Subtitle: The World View in Five Minutes Speaker: Adam McManus Broadcaster: The World View in 5 Minutes Event: Current Events Date: 10/30/2025 Length: 8 min.…
…
continue reading
1
2025.10.30 | Utility Sector: Navigate Data Center Demand & $800M Hydrogen Bets
5:40
5:40
나중에 재생
나중에 재생
리스트
좋아요
좋아요
5:40The electric utility sector is in a pressure cooker: Massive data centers are driving unprecedented demand and forcing utilities to make high-stakes, billion-dollar gambles. We break down ERCOT's staggering 205 GW interconnection surge and explore how new operational flexibility requirements are reshaping Texas Grid Planning. Plus, we analyze the c…
…
continue reading
A new MP3 sermon from Mission Boulevard Baptist Church is now available on SermonAudio with the following details: Title: Overview of Panama Ministries Speaker: Cristóbal Yañez Broadcaster: Mission Boulevard Baptist Church Event: Current Events Date: 10/29/2025 Length: 3 min.
…
continue reading
A new MP3 sermon from Albert Mohler | The Briefing is now available on SermonAudio with the following details: Title: Wednesday, October 29, 2025 Subtitle: Cultural Commentaries Speaker: Dr. R. Albert Mohler, Jr. Broadcaster: Albert Mohler | The Briefing Event: Current Events Date: 10/29/2025 Length: 26 min.…
…
continue reading
1
2025.10.29 | 133% Load Jump: Why AI Demands $80 Billion for New Nuclear Power
5:47
5:47
나중에 재생
나중에 재생
리스트
좋아요
좋아요
5:47The massive energy needs of AI are rewriting the rules for US power infrastructure, forcing an $80 billion commitment to build new nuclear reactors. We break down the landmark regulatory shifts, including the removal of certain greenhouse gas reduction requirements for federally backed projects, as the government scrambles to enhance grid reliabili…
…
continue reading
1
2025.10.28 | Are Data Centers Doubling Your Electric Bill? The $34B Cost
5:20
5:20
나중에 재생
나중에 재생
리스트
좋아요
좋아요
5:20Is the race for AI about to bankrupt the grid? We break down the unprecedented Utility Super Cycle—a $1.4 trillion investment driven almost entirely by aggressive Data Center load growth, nearly doubling the spending of the entire previous decade. Learn how this demand is triggering a federal push, including directives to FERC to fast-track interco…
…
continue reading
1
2025.10.27 | Who Pays? AI Data Centers, Grid Costs, and Your Utility Bill
5:43
5:43
나중에 재생
나중에 재생
리스트
좋아요
좋아요
5:43The AI boom is colliding with the US power grid, leaving consumers to question whether they will socialize the billions in necessary infrastructure costs. We unpack the dramatic increase in load growth—a 45% surge driven almost entirely by new data centers—and the federal push by the DOE to nationalize interconnection oversight to speed things up. …
…
continue reading
1
2025.10.24 | Queue Bypass: Data Centers Use BESS to Disrupt Utility Planning
6:13
6:13
나중에 재생
나중에 재생
리스트
좋아요
좋아요
6:13Utility planning faces an immediate crisis as major customers deploy Battery Energy Storage Systems (BESS) specifically to achieve queue circumvention and force early interconnection. We analyze the strategic necessity of this Q bypass model and how this technical disruption creates a systemic risk to accurate load forecasting and IRPs. Plus, we lo…
…
continue reading
When workout specialist Norman Radow sat across from a developer who'd just lost a half-billion-dollar condo project in LA and asked what he'd change, the developer pounded the table, "I wouldn't change a thing. I did everything right!" That's when Norman knew exactly why he was there. Norman Radow is CEO of The RADCO Companies, an Atlanta-based op…
…
continue reading
1
2025.10.23 | DC Speed, Local Friction: What FERC Transmission Rules Mean Now
5:38
5:38
나중에 재생
나중에 재생
리스트
좋아요
좋아요
5:38Federal regulators are hitting the gas on infrastructure speed, but sharp local utility policy friction is slowing crucial customer investments. We break down the impact of the new FERC actions designed to clear interconnection queues, remove procedural steps for gas projects, and derisk major transmission capital flows. Learn why the fight over Id…
…
continue reading
1
2025.10.22 | AI Power Blocks: How 800 VDC Microgrids Disrupt Utility Grids
6:01
6:01
나중에 재생
나중에 재생
리스트
좋아요
좋아요
6:01The future of the centralized utility model is under siege as AI giga-campuses build their own grid-independent AI Power blocks using breakthrough 800 VDC technology. We analyze this profound tech shift alongside rising non-discretionary spending—from NERC cyber compliance to mandatory capital investment for climate resilience—that is hitting utili…
…
continue reading
1
2025.10.21 | Why Do Grid Reliability Failures Plague $28 Billion Utility Capital Plans?
6:16
6:16
나중에 재생
나중에 재생
리스트
좋아요
좋아요
6:16Massive acceleration is driving billions of dollars into utility modernization—but is basic component quality control failing the effort? We examine the tension between First Energy's huge $28 billion capital program and the immediate operational hurdles, such as recurring substation failures in new infrastructure that point to potential systemic f…
…
continue reading
1
2025.10.20 | Is AI Raising Your Electric Bill? The Shocking Truth About Grid Capex
6:11
6:11
나중에 재생
나중에 재생
리스트
좋아요
좋아요
6:11Stop blaming renewables: New empirical data reveals that massive utility Grid Capex—driven specifically by distribution and transmission spending—accounts for 50% of recent national utility rate increases. This episode breaks down the critical Federal Policy pivot, including the new Energy Dominance Financing Program (EDF) under the LPO, which now …
…
continue reading
Come with us as we continue and FINISH our discussion of Revelation 3 with the church in Laodicea. What issues does Jesus have with this church? Do they recover? What church in your community does this church remind you of? We also discuss the peace deal struck with the Arab nations and Israel. How does this work with the timeline for the end times…
…
continue reading
1
2025.10.17 | The Tipping Point: $1.6B for Transmission and 24 GW Data Center Load
5:10
5:10
나중에 재생
나중에 재생
리스트
좋아요
좋아요
5:10Electric utilities are officially at a tipping point, facing massive capital needs driven by an unprecedented 24 GW load commitment from data centers and AI facilities. Discover how the $1.6 billion DOE loan guarantee offers a new funding model for transmission buildout, potentially saving customers millions and avoiding the supply chain bottleneck…
…
continue reading
This episode examines what it means to belong to God’s family. We discuss how Jesus redefined family and how believers are adopted as sons and daughters and are given a new identity. We then see how that new identity reshapes our priorities, loyalties, and love.저자 eventsandexpectations
…
continue reading
1
2025.10.16 | AI Load Growth: 5.2 GW Contracted Demand Forces Utility Overhaul
5:51
5:51
나중에 재생
나중에 재생
리스트
좋아요
좋아요
5:51AI and Data Center Demand have reached a critical inflection point, moving from mere projection to contracted, gigawatt-scale reality that requires immediate action. We analyze the $1.6 billion federal financing surge supporting 24 GW of projected load and examine how FERC staff are linking technical compliance (like wildfire risk) to crucial cost-…
…
continue reading
My guest today is David Lynn, PhD — CEO of Unity Investment Management, a private-equity real-estate firm with nearly $1 billion AUM across 74 medical outpatient buildings nationwide. A London School of Economics PhD and MIT MBA, David cuts through macro confusion with a steady, data-driven view of where capital and demographics are really pulling …
…
continue reading
1
Prologis Goes Digital and California Loosens the Reins -215
26:28
26:28
나중에 재생
나중에 재생
리스트
좋아요
좋아요
26:28This week on Investing with GoodLife Housing Partners — government shutdowns ripple through data releases and airports, developers push ahead from Santa Monica to Phoenix, and Prologis rebrands itself for the AI era. Shutdown Ripple Effects: With the Labor Department closed, key reports like CPI and jobless claims are delayed — how long will market…
…
continue reading
1
2025.10.15 | Can the Grid Survive? AI Demand Meets 125 GW Solar Shortfall
5:21
5:21
나중에 재생
나중에 재생
리스트
좋아요
좋아요
5:21The utility sector is caught in a "structural pressure cooker" as exploding demand meets politically driven supply constraints, risking a critical grid reliability crisis. We break down the staggering 125 GW solar capacity cut warned by SEIA, and analyze how runaway load growth, particularly from AI data centers, is forcing utilities to fasttrack c…
…
continue reading
1
2025.10.14 | 10 GW AI Demand: The Perfect Storm of Utility Capacity Shock
4:28
4:28
나중에 재생
나중에 재생
리스트
좋아요
좋아요
4:28The 10 GW AI demand spike is no longer a forecast—it's an immediate, concentrated threat that is fundamentally reshaping utility capacity planning right now. Analyze the perfect storm of risks facing utilities, including these massive concentrated load requests and geopolitical threats tightening critical material export controls essential for BESS…
…
continue reading
Come join Dr. Father Tom, Brittany and Meredith as they discuss the digital ID that's shaking up the UK. Does this have anything to do with end time prophecy? What about bitcoin? Does that move us closer to a one world currency that is mentioned in the bible? We also FINALLY get to talk about the church in Philadelphia (in Turkey not in the USA). W…
…
continue reading
1
2025.10.13 | The End of Ratepayer Neutrality? Lessons from the Ohio Tariff
4:56
4:56
나중에 재생
나중에 재생
리스트
좋아요
좋아요
4:56Is the sacred principle of ratepayer neutrality officially dead, signaling a fundamental shift in utility cost allocation across the US? Unprecedented, exponential load growth, mostly driven by AI data centers and accelerated electrification mandates, is pushing the US power sector into a national reliability emergency. This episode analyzes the si…
…
continue reading
1
2025.10.10 | Storage is the New Transmission: Competing with 15% IRR
5:27
5:27
나중에 재생
나중에 재생
리스트
좋아요
좋아요
5:27The $300 million deals are in, and vertically integrated Energy Storage assets are now demanding returns that shatter traditional utility models. Institutional capital now views large-scale battery systems (BES) as blue-chip infrastructure, targeting 15% plus levered IRR over a 20-year asset life. Simultaneously, regulators are forcing utilities to…
…
continue reading
1
2025.10.09 | FERC Fast-Tracks Gas Infrastructure: AI Forces Utility Grid Shock
5:18
5:18
나중에 재생
나중에 재생
리스트
좋아요
좋아요
5:18The digital economy is slamming the power grid: discover how AI data centers forced FERC's hand to fast-track critical natural gas infrastructure projects due to massive load growth and resource adequacy concerns. We break down the high-stakes tension as major utilities, like the Edison Electric Institute (EEI), push back against PJM's capacity mar…
…
continue reading
This week on Investing with GoodLife Housing Partners — With Washington in shutdown mode, LA doubling down on costly housing policies, and Crowdstreet branching into private credit, private equity and VC, David and Rohan dissect what’s reshaping the economy, markets, and investor sentiment. Government Shutdown Fallout: The halt stops jobs and CPI r…
…
continue reading
1
2025.10.08 | Utility Chaos: State Mandates vs. Volatile Federal Funding
5:20
5:20
나중에 재생
나중에 재생
리스트
좋아요
좋아요
5:20The collision of deep federal budget cuts targeting hundreds of clean energy grants and aggressive state climate goals has created "pure policy chaos" for utility professionals. This episode explores how utilities are forced to adopt a Fractured Risk assessment, choosing between volatile federal money and the growing stability of state-level mandat…
…
continue reading
1
2025.10.07 | AI Demand Shock Meets Climate Liability: The Utility Crisis
5:53
5:53
나중에 재생
나중에 재생
리스트
좋아요
좋아요
5:53
…
continue reading
1
2025.10.06 | Can $258M Save Your Bill? The Allete Acquisition Showdown
6:17
6:17
나중에 재생
나중에 재생
리스트
좋아요
좋아요
6:17Discover the critical regulatory decision that forced investors in the massive Allete utility acquisition to pay hundreds of millions upfront to protect consumers. We analyze how this $6.2 billion deal used Minnesota’s 2040 carbon-free mandate as leverage for private financing, setting a new precedent for capital allocation. Plus, we review the $1.…
…
continue reading
1
Episode 20- Tilly Norwood, AI and a bunch of other stuff
55:02
55:02
나중에 재생
나중에 재생
리스트
좋아요
좋아요
55:02Today we take a break from the heaviness of Revelation and talk about what is happening with AI and what that mean for the future, the tribulation and the antichrist. Please reach out to us if you have a comment, question or suggestion at [email protected]저자 Meredith Morgan, Brittany Woodle and Dr. Tom Woodle
…
continue reading
1
2025.10.03 | Avoid Stranded Assets: Fixing Volatile Data Center Load Forecasts
6:02
6:02
나중에 재생
나중에 재생
리스트
좋아요
좋아요
6:02Geopolitical volatility around essential tech hardware, like the reported chip deal delays, is exposing utilities to billions in potential stranded assets when massive forecasted data center load vanishes. We break down the tightening regulatory environment, focusing on new NERC compliance rules that push supply chain risk down to developers and ex…
…
continue reading
1
2025.10.02 | Why $38 Billion Is Racing to Buy Utility Infrastructure
6:09
6:09
나중에 재생
나중에 재생
리스트
좋아요
좋아요
6:09The AI boom is sending demand shockwaves through the electric utility sector, triggering potential $38 billion M&A deals and a scramble for existing assets. Discover how massive AI demand is forcing utilities to lock in regulatory rate settlements, like FPL's 10.95% return on equity (ROE), to gain the necessary financial certainty for grid expansio…
…
continue reading
1
GDP Upgrades, Fed Caution, and Trump’s $1M Gold Visa - 213
32:33
32:33
나중에 재생
나중에 재생
리스트
좋아요
좋아요
32:33This week on Investing with GoodLife Housing Partners — From a Q2 GDP revision upwards and Powell’s “not on autopilot” rate cut warning to a first-of-its-kind multi-state tenant union, Trump’s $1M “Gold Visa,” and LA Metro’s 10,000-unit push, David and Rohan break down what’s moving markets and real estate. GDP beats expectations: Q2 growth revised…
…
continue reading
1
2025.10.01 | The Grid Clash: FERC Scrutiny Meets $1.25B Solar Capital
5:24
5:24
나중에 재생
나중에 재생
리스트
좋아요
좋아요
5:24Is intense federal oversight stifling the renewable energy boom, or enabling it? We break down FERC Order No. 913, detailing the move toward proactive, decade-long operational scrutiny applied to reliability standards, specifically focusing on improved cold weather preparedness and communications. Simultaneously, the $1.25 billion TotalEnergies/KKR…
…
continue reading
My guest today is Ryan Severino, Chief Economist & Head of Research at private equity real estate shop, BGO ($89 billion of AUM), who cuts through the macro noise with a practical roadmap for real estate sponsors and their investors. Driving Thesis: A new administration: slower immigration, volatile trade policy, and accelerating AI. These three fo…
…
continue reading
1
2025.09.30 | AI Demand Surge: $65B Grid Fight & DOE’s Coal Policy Shift
6:04
6:04
나중에 재생
나중에 재생
리스트
좋아요
좋아요
6:04Utilities are mobilizing a projected $ 65 billion in capital plans to meet the unprecedented demand shock from new AI data centers. We unpack major market signals, including Centerpoint’s massive capex and Vistra’s 20-year nuclear PPA, which screams base load premium for firm power. This surge is forcing a pragmatic federal response, with the DOE f…
…
continue reading
1
2025.09.29 | Keep the Lights On: The War to Preserve US Firm Capacity
5:27
5:27
나중에 재생
나중에 재생
리스트
좋아요
좋아요
5:27The Department of Energy (DOE) is using emergency powers under the Federal Power Act to force retiring power plants to stay open, reversing years of policy in a major federal intervention. Driven by surging electricity demand (including from data centers) and a terrifying 78 GW capacity gap (100 GW retiring vs. 22 GW new firm capacity), policymaker…
…
continue reading