The future of energy, transport, sustainability and more, as told by BNEF analysts. Each week, Dana Perkins and Tom Rowlands-Rees sit down with BloombergNEF (BNEF) analysts to uncover the key findings and stories behind their latest research.
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Fossil Vs Future Podcasts
This is Fossil vs Future, a warm conversation between generations on climate change. - Each podcast episode will be focusing on a different climate-related challenge, as godfather and goddaughter, James and Daisy, share their individual experiences and perspectives, with the hope of fostering understanding between generations. - James is at the later stage of his working life dedicated to dealing with climate change, through law, finance, and social entrepreneurship, and Daisy is at an earli ...
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Energy vs Climate: How climate is changing our energy systems
Energy vs Climate | Produced by Amit Tandon & Bespoke Podcasts
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Energy vs Climate is a live, interactive webinar and podcast where energy experts David Keith, Sara Hastings-Simon and Ed Whittingham break down the trade-offs and hard truths of the energy transition in Alberta, Canada, and beyond. Guests include scientists, policy experts, and industry leaders discussing the forces reshaping our energy future—from breakthrough renewable technologies to the real-world impact of climate change. ___ www.energyvsclimate.com Twitter/X | Instagram | Bluesky | Yo ...
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Nucleus Wealth is an Investment and Wealth Manager providing premium wealth services to all Australians. We're here to help you achieve financial peace of mind Nucleus Investment Insights brings the team together to discuss an array of topics touching current events, investigating common trends, company activities and the potential impacts each has on your portfolio. In addition to our weekly video podcasts, Nucleus Wealth offers investment articles and performance reports. For graphs and st ...
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This Anthro Life is the premiere go-to Anthropology Podcast that fuses human insights with cultural storytelling. We equip you with a deep understanding of the human experience to revolutionize your decision-making strategies and social impact. Head over to https://www.thisanthrolife.org to learn more. Spearheaded by acclaimed Anthropologist Dr. Adam Gamwell, This Anthro Life equips leaders, individuals, and organizations to shape a more compassionate future. We aim to broaden perspectives a ...
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Surplus for Many, Strain for a Few Transition Metals
29:08
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Global metals markets are shifting faster than anyone expected. Once projected to face widespread shortages, most key energy transition metals now show far more balanced outlooks. Surpluses are pushing battery metal prices down and accelerating the adoption of new chemistries, while demand for steel, copper and aluminum strengthens across clean ene…
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Ep. 400: Special Collab with DFA Live: Megatrends 2026 | Nucleus Investment Insights
51:54
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In this week’s podcast, Nucleus Wealth’s Head of Investments, Damien Klassen, is joined by Martin North from DFA to unpack 8 megatrends set to shape markets and investment returns in the years ahead, and why their combined impact could be powerful, and often pulling in different directions. Download Presentation Slides Get an obligation-free …
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Energy Past vs Energy Future with Energy Innovation's Robbie Orvis
59:29
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A look back at the biggest energy stories of 2025 and some crystal ball gazing about what to watch for in 2026. David, Sara and Ed chat with Robbie Orvis, Senior Director of Modeling & Analysis at Energy Innovation, an American Think Tank. The show was set up to do two things: First, to sort out what genuinely shifted in 2025 and what didn't. Secon…
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Heavy Industry’s Bumpy Path to a Low-Carbon Future
37:35
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Heavy industry faces one of the hardest paths to net zero, yet momentum is starting to build. New decarbonization commitments reached nearly $15 billion by mid-2025. The largest chunk of investment is concentrated in the steel industry, where electric arc furnaces and hydrogen-ready technologies are already pushing down emissions. Other sectors, li…
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Ep. 399: The Great Valuation Debate | Nucleus Investment Insights
27:32
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In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, digs into the great valuation debate — exploring how stretched markets truly are, what’s driving the disconnect between price and fundamentals, and where investors should be most cautious as the cycle matures. Download Presentation Slides Get an obligation-free …
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From Mini EVs to Mega Scale: China’s Cars Go Global
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China’s electric vehicle market is moving at extraordinary speed. Generous incentives, trade-in subsidies, and aggressive pricing have fueled mass-market growth, and roughly half of the cars sold in the country today come with a plug. Now, this EV success story is moving beyond its domestic borders. Chinese brands already account for nearly one in …
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Ep. 398: Crypto crash, tokenisation boom? | Nucleus Investment Insights
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In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, examines the latest crypto price crash — assessing where digital assets now fit within an investment portfolio, what’s really driving the volatility, and whether Larry Fink’s push for a tokenisation boom offers any meaningful upside from here. Download Presentation …
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Canada-Alberta Memorandum of Understanding (MOU) Energy Agreement | Hot Take
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There are many takes on the big Carney-Smith energy agreement – we thought you could use one more. The new Canada–Alberta MOU unveiled last Thursday is already generating more chatter than a pipeline hearing, and has set off a fresh round of debate about economy, emissions, and where the country is headed on energy. The hot takes have been flying. …
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How Smart Chips Are Rewiring the Car Market
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As vehicles become increasingly intelligent and connected, the chips powering them are transforming the automotive industry. Traditional supply chains are giving way to new partnerships, and advanced processors are reshaping everything from vehicle costs to the balance of power between automakers and chipmakers. With automation advancing and chipma…
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Ep. 397: The Pacific Inflation Divide: The Race to Cut vs. The Fight to Hold | Nucleus Investment Insights
43:39
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In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, looks at whether NVIDIA’s upcoming results could rattle confidence in the AI boom — unpacking what investors should watch for as the market’s largest stock reports, and how the outcome might reshape expectations for the broader AI trade. Download Presentation Slides …
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Adaptation and Resilience: A New Investment Imperative
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How well prepared are we for a warming world? Climate adaptation is quickly moving from theory to strategy, reshaping investment priorities and exposing new risks and opportunities. On this bonus episode, Kobad Bhavnagri reads his note “Adaptation and Resilience: The New Investment Imperative” to explore how businesses, policymakers and financiers …
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Sara & Ed - Help Us Reach Our Annual Listener Fundraising Goal
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For us, delivering content about energy and climate is a labour of love – we put our time towards Energy vs Climate because we feel strongly about the public service benefit of the project. But there are costs for our producer, website, Ed’s manicures, and more. (OK one of those isn’t true.) That's why this show relies on the support of generous do…
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Ranking Resilience: Economies Adapting to Climate Risk
33:14
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Climate is reshaping the global economy. Losses from major weather events are now estimated at $1.4 trillion each year, and as the damaged assets, disrupted supply chains and declines in productivity pile up, climate risk is turning from an environmental issue into a financial one. BloombergNEF has thus developed an Adaptation Preparedness Framewor…
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Ep. 396: Could NVIDIA’s report shake confidence in the AI boom? | Nucleus Investment Insights
39:14
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In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, looks at whether NVIDIA’s upcoming results could rattle confidence in the AI boom — unpacking what investors should watch for as the market’s largest stock reports, and how the outcome might reshape expectations for the broader AI trade. Download Presentation Slides…
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Rewiring a Nation of 1.4 Billion: India’s Energy Transition with Dr. Jai Asundi
45:43
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David, Sara, and Ed chat with Dr. Jai Asundi, Executive Director of the Center for Study of Science, Technology and Policy (CSTEP), an independent Indian think tank. Dr. Asundi has been leading CSTEP since 2009, connecting data, modeling, and policy to tackle India's energy and climate challenges. They dive into India's electricity grid, the EV rev…
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Ep. 395: The Future of Fossil Fuels | Nucleus Investment Insights
1:01:19
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Join this week’s podcast as Nucleus Wealth’s Chief Investment Officer, Damien Klassen, unpacks the latest forecasts for fossil fuel use from the International Energy Agency — why oil demand is set to keep growing under current policies, what that means for coal, oil, and gas investments, and how investors should be positioning their portfolios for …
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Heavy Duty, Low Carbon: How Trucks Are Going Electric
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The 85 million medium- and heavy-duty trucks on the road last year were responsible for nearly a 10th of global emissions, and an array of technologies and business models are in trial as a way to cut these vehicles’ carbon footprint. A lack of charging infrastructure and high upfront prices remain high hurdles to clear. Yet China boasts record e-t…
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Real Talk with Ryan Jespersen x EvC | Energy, the Economy, and the Environment
1:00:17
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David, Sara, and Ed join Real Talk with Ryan Jespersen for a live on-air conversation. Their decidedly non-spooky Halloween round-table discussion covered a lot of climate and energy ground, including the G7, critical minerals, carbon capture and storage, and oat milk cream liquor. (Well admittedly that last one is not a climate and energy topic, b…
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Ep. 394: Vaccinate or Evacuate? | Nucleus Investment Insights
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Join this week’s podcast as Nucleus Wealth’s Chief Investment Officer, Damien Klassen, examines the political storm hitting the healthcare sector — how comments and policy risks from Trump and RFK Jr. are weighing on valuations, whether today’s beaten-down prices could present a long-term buying opportunity, or if lasting damage to the sector’s eco…
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The Hydrogen Hurdle: Costs, Policy and Progress
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Hydrogen was once the golden child of the energy transition. Yet high costs and limited policy support proved high hurdles for the technology’s progress, global deployment has fallen well short of expectations. Forecasts now project around 5.5 million tons of production by 2030 – half of what was expected just a few years ago and far below industry…
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COP30 Countdown: Ambition, Politics, Reality
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In a few days’ time, world leaders will gather in Brazil for the COP30 climate conference. It’s been 10 years since the Paris Agreement laid out ambitions for a net-zero future, yet momentum is waning. Fewer than a third of nations have submitted their 2035 climate pledges, and current trajectories suggest that the global warming threshold agreed i…
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Ep. 393: Margins Hold, Risks Rise: Can Earnings Last? | Nucleus Investment Insights
34:03
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Join this week’s podcast as Nucleus Wealth’s Chief Investment Officer, Damien Klassen, explores why corporate earnings have remained surprisingly resilient — from pricing power and higher-margin business models to cost discipline and selective AI-driven productivity — and tests how long those supports can hold as wage growth, refinancing costs, and…
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Ep. 392: Is the Gold Boom Turning to Bust? | Nucleus Investment Insights
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Join this week’s podcast as Nucleus Wealth’s Chief Investment Officer, Damien Klassen, examines whether the gold boom is starting to lose its shine — exploring what’s behind the recent cracks in the rally, and whether investors should be taking profits or buying the dip. Download the presentation slides here Get an obligation-free …
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Drill & Dash: The Oil and Gas Liability Crisis with Martin Olszynski
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Sara & Ed chat with Martin Olszynski about Alberta's mounting energy liability crisis. They discuss the billions in future costs for decommissioning, remediation, and reclamation of oil and gas projects as well as the challenge in accurately quantifying government and public exposure to financial and environmental risk amid profound energy sector d…
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Capital Clash: Clean Energy vs Fossil Fuel Finance
38:58
38:58
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Global energy investment is entering a period of realignment. Tariffs, inflation and geopolitical tensions have disrupted financial models, while a backlash against ESG along with renewed fossil fuel demand, driven partly by AI’s power needs, are redirecting capital flows. At the same time, electricity demand continues to rise, intensifying competi…
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WHAT ABOUT CITIES? Engines of emissions or hubs of innovation?
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More than half of the world’s population now lives in cities – and that number keeps growing. Cities are engines of opportunity and economic growth, but they also generate vast amounts of waste, pollution, and emissions. Yet by bringing together people, ideas, and investments, cities also become hubs of innovation where climate solutions can emerge…
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The Business of Breathing Life Into Old Wind Turbines
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The first generation of wind turbines is now approaching retirement. Developers across Europe, the US and China thus find themselves at a crossroads: should they refurbish and extend the life of existing wind fleets, or dismantle them and build new projects from scratch? Wind technology has evolved considerably over the last 20 years, maintenance c…
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Ep. 391: ASX: High Prices, Low AI Exposure | Nucleus Investment Insights
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Join us in this week's podcast as Nucleus Wealth’s Chief Investment Officer, Damien Klassen unpacked examines why Australia’s stock market looks expensive compared to global peers — and whether the nation’s limited exposure to high-growth tech and AI could see it left behind once again. Download the presentation slides here Get an obligation-free …
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Deep Freeze Risk Raises Stakes for Europe’s Gas Supply
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Winter is coming, and with it a rise in demand for natural gas. With growing liquified natural gas exports from the US now crossing the Atlantic and filling European storage, the continent looks to be well prepared for the coming winter. However, BloombergNEF weather analysts are forecasting that this winter could be a cold one, with the possibilit…
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