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EnergyCents

S&P Global Commodity Insights

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IHS Markit is now part of S&P Global- Hear exclusive energy insights & analysis. Engage with our experts as we explore the complex environment that shapes global energy markets. Follow our two podcast series- Upstream in Perspective, which focuses on trends within the upstream industry- and EnergyCents, which features our experts discussing the intersection of the financial and energy industries.
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AlphaLabs

Mike Elliott

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Dive into the world of high-potential stocks and smart investing with the AlphaLabs Podcast, hosted by Mike Elliott of InvestorConnectAI. Each episode builds on the in-depth analyses from our AlphaLabs blog, spotlighting underrated companies in sectors like mining, biotech, cleantech, and AI. We'll unpack bull cases, market trends, and real-time performance insights—think $DV.V's silver surge or $ONCY's oncology breakthroughs—while sharing strategies to boost investor visibility and uncover ...
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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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EV Chat

Rue Phillips

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Welcome to EV Chat, a podcast with a rock & roll spin elevating industry leaders and making their knowledge and insight accessible to those across the electric vehicle space. We cover leading topics like (1) News & Analysis: what’s happening and what it means (2) Emerging Tech: from V2G to electric semi-trucks, we cover it all (3) Markets: products, pricing, supply, and demand (4) EV infrastructure: challenges and wins (5) Policy: Government incentives and support structures (6) New business ...
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Interchange Recharged

Wood Mackenzie

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Clean tech, green finance and energy innovation are the three lanes on the road to a successful global energy transition. At the intersection of these lanes is a place where ideas on finance, technology and policy are shared and debated. That intersection is Interchange Recharged. While Sylvia Leyva Martinez, principal analyst at Wood Mackenzie, is on maternity leave, Bridget van Dorsten, a principal analyst on Wood Mackenzie's hydrogen team, will be hosting this podcast, Interchange Recharg ...
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Energy Gang

Wood Mackenzie

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Covering breaking news in clean tech, going deep on global energy policy, and debating the levers that need to move to accelerate the energy transition. Energy Gang is the podcast covering clean energy technology, renewable energy, and the environment. The world of clean energy moves fast, and you need a reliable source to stay on top of the news that matters. You’ll find it on Wood Mackenzie’s Energy Gang. How will changes to the US government affect decarbonisation and energy security? Whe ...
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How To Stop Climate Change

How To Stop Climate Change

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What can one person do to stop climate change? You can join the thousands of people that are already hard at work fighting climate change every day. David Butler and his daughter Keaton talk to some of those people to learn what they do and what inspires them.You could be one of them.Whether you’re already in the climate fight or you’re ready to join it this is the podcast for you.Visit us at howtostopclimatechange.com.
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GreenFront Energy Partners, an investment bank based in Richmond, Va., is on a self-imposed mission to bring together the financial, intellectual, entrepreneurial, and natural resources to meaningfully decarbonize the global economy. The six-year-old firm caters to clients active in the energy-transition and offers services that include M&A advisor…
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In this episode, we talk honestly about how Indian offices choose dustbins and why most workplaces end up using the wrong size or the wrong material. We break down the difference between metal and plastic dustbins, how waste handling actually works in real offices, and why durable options from Fiable Cleantech Limited — one of the reliable plastic …
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Gagan Dhillon, CEO of Synop, and Zach Shahan, CEO of CleanTechnica, discuss why electric school buses are the perfect starter V2G fleet, real-world results from electric school bus V2G programs, making electric school bus (and other EV) fleets pencil out after the federal tax-credit cliff, EV fleet energy management, and more!…
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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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At the start of the year things were looking uncertain for nascent renewables like hydrogen and geothermal. With policy support from the previous US administration they had boomed with the IRA, then came July 2025 and the Trump administration’s One Big Beautiful Bill, which tore up tax credits and removed incentives for those renewable technologies…
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We’ve been waiting for this one! In the latest episode of The Clean Industry Podcast, Sonja and Matti dive into Hycamite’s core technology: methane splitting. It’s transforming how industries cut emissions and power electrification with critical minerals. Tune in to learn everything you need to know about it.…
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After a period of tightening natural gas supply since the Russia-Ukraine conflict, we are entering a time of oversupply, as more LNG hits the market. S&P Global Energy Global Gas expert Laurent Ruseckas, joins Hill Vaden and Sam Humphreys to discuss the interesting dynamic between falling prices and the impact this has, as natural gas is being cons…
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Gagan Dhillon, CEO of Synop, and Zach Shahan, CEO of CleanTechnica, discuss why electric school buses are the perfect starter V2G fleet, real-world results from electric school bus V2G programs, making electric school bus (and other EV) fleets pencil out after the federal tax-credit cliff, EV fleet energy management, and more!…
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The COP30 climate talks in Belem wrapped up over the weekend, and reactions to the outcome were sharply divided. Simon Stiell, Executive Secretary of the UNFCCC, said “climate cooperation is still alive…we’re undeniably still in it and we are fighting back.” Others said the COP had been another failure, with a final statement that amounted to “a fo…
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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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The opportunity for carbon capture technology is expanding as the role of natural gas in power generation grows in an emissions-constrained world. Ion Clean Energy, which includes Chevron, ExxonMobil, Williams, and Carbon Direct as investors, is working to address this opportunity with its proprietary absorbent technology. Tim Vail, CEO of Ion Clea…
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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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Negotiations in the COP 30 climate talks are continuing in Belem, Brazil. The headlines are focusing on the divisions between countries that are shaping this year’s climate talks. But despite the doom and gloom, there are some practical steps being taken to support the transition towards lower-carbon energy. There may be a notable lack of significa…
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We explore the story of Grizzly Discoveries (TSXV: GZD), which AlphaLabs Research identifies as potentially the most asymmetric copper-gold exploration play left in North America. This overlooked opportunity centers on the Greenwood Mining Camp in southern British Columbia, a region that was once the largest copper producer in the entire British Do…
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Utility-scale clean energy projects in development are still facing connection queues and regulatory barriers. RE+ may be done for 2025, but the debate is still going. Host Sylvia Leyva Martinez, Research Director at Wood Mackenzie, sits down with three leaders who are driving progress from different corners of the energy transition, from utility-s…
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In this week-ending AlphaLabs Deep Dive, we unpack the macro fireworks that just supercharged the Chokepoint Supercycle thesis. The IEA’s World Energy Outlook 2025 drops a 1,000 TWh AI power shock, US grids lag 45 GW, and tariffs carve exemptions while slamming 60% walls on China—rerouting billions to North American juniors. Power Crunch: CCJ +2.1%…
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Energy forecasters have long been calling for a near-term peak in global oil demand as year-over-year growth slows in the largest consumer markets of US, China, and Europe. These outlooks are being revisited as electric vehicle penetration underwhelms and the opportunity for petrochemical demand expands. Karim Fawaz, an S&P Global expert in global …
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COP30, which began this week in Belém, Brazil, marks a decade since the Paris Agreement was adopted at COP21 in 2015. It’s being billed as the “implementation COP”: instead of grand new announcements of international agreements, governments are supposed to be focused on delivering on the commitments they have already made. Host Ed Crooks and regula…
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COP30, now getting under way in Belem, Brazil, has been billed as “the implementation COP”, which means a focus on governments taking real steps to achieve the goals of the Paris Agreement. We will be examining all the key issues for government negotiators in the talks very soon. But for this show, we are looking at the role of business. At New Yor…
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As world leaders, businesses and NGOs start their journeys to Brazil for the COP30 climate talks, more than 200,000 people attended ADIPEC in Abu Dhabi, the world’s biggest energy event. Energy Gang was there to bring you the highlights from the week’s discussions. One of the key talking points was the theme of energy addition, rather than transiti…
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AI data centers are about to suck down 1,000 GW of new power by 2030 — that’s an extra Japan + Germany combined. BlackRock just green-lit $2 trillion in tokenized real-world assets for 2026. Trump 2.0 tariffs are locking in 60% walls on Chinese metals starting Q1. This isn’t a cycle. It’s the biggest structural resource + infrastructure squeeze in …
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In this 15-minute AlphaLabs deep dive, we rip open the $6M micro-cap that just hit 299 g/t silver in British Columbia and still trades at 0.25x NAV. Grizzly Discoveries ($GZD.V) is fully funded, zero-debt, and sitting on 160,000 acres of polymetallic firepower: high-grade silver, gold, copper, and PGEs in the heart of Canada’s next mining camp. We …
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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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If hydrogen is colorless, why do we keep calling it green, blue, turquoise or even pink? We dive into why these labels matter, and why the industry urgently needs harmonized global methods and numbers to back them up. In this episode, we examine green hydrogen: how it is made and the challenges of scaling it to meet global demand.…
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Earlier this year, New Zealand reversed a self-imposed ban on offshore oil and gas exploration begun in 2018 and is now allowing companies to apply for new licenses. Frankie Hulbert, an S&P Global expert in upstream exploration and development, joins Hill Vaden and Sam Humphreys to discuss how New Zealand's renewed interest in domestic natural gas …
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Electricity demand in the US is rising faster than it has in decades, driven by AI and a wave of investment in domestic manufacturing. But with transmission lines and other electricity infrastructure taking years to permit and build, how can America secure the power it needs fast enough to remain competitive? In this special episode of The Energy G…
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Electrification is surging, AI data centres are multiplying, and volatility is rising on both sides of the meter. Can storage step in as the flexible backbone the US grid now needs? Host Sylvia Leyva Martinez is joined by Joanna Martin Ziegenfuss, General Manager for Strategic Market Development (North America), and Ruchira Shah, General Manager of…
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Ever wondered how something as simple as a commercial dustbin can change the way offices, apartments, and industries manage waste? In this episode, we talk about the smart design and durability behind modern bins that make cleaning faster and safer. We also discuss why choosing the right dustbin from a trusted dustbin manufacturer in India — like F…
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What happens when the surge in electricity demand comes faster than we can build the infrastructure to support it? Live in front of an audience at the Council on Foreign Relations in New York, host Ed Crooks leads a conversation on the future of the US energy grid, skyrocketing load from data centers and electrification, and why politics keeps gett…
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The upstream industry has faced many challenges over the last few years, but global sentiment seems to be shifting. In an environment of rapidly evolving geopolitics and a continued demand for resources, we explore how the industry is responding to this changing landscape. Joining hosts Hill Vaden and Sam Humphreys this week is Dan Pratt, Global He…
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As global energy systems evolve, emerging economies face a defining challenge: how to secure affordable power for today while investing in the low-carbon solutions that will drive tomorrow’s growth. Can energy diversification unlock a new era of industrial development, resilience, and inclusive prosperity? In the third and final episode of our spec…
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The source is an investment report from Alpha Labs DeFi, authored by Mike Elliott, which outlines why the Bitcoin-native meme coin $DOG is positioned to structurally outperform and potentially eclipse the market capitalization of the older, nostalgia-driven Dogecoin ($DOGE). The report asserts that $DOG's foundation on the Bitcoin Runes protocol gi…
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Dive into the TradFi-DeFi convergence shaking up Q4 2025! Tokenized T-Bills have surged to $8.41B in TVL, blending regulatory-grade security with DeFi’s composable yields—some hitting 12% APY. AlphaLabs’ Mike Elliott breaks down how Layer-2 innovations and protocols like Ondo Finance and BlackRock’s BUIDL are supercharging returns, with $TBH’s $DOG…
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Join the AlphaLabs team for the October 24, 2025, wrap-up of Brag House Holdings ($TBH)! This week, $TBH held steady at $1.11 despite a $200-300M Dogecoin treasury and blockbuster sports moves—U.S. Triestina soccer and HC Sierre hockey grabs by House of Doge. We unpack the merger buzz, Gen Z potential, and why next week could ignite with merger upd…
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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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In this episode of AlphaLabs, we dive deep into House of Doge’s latest moves with $TBH, exploring how their acquisitions of U.S. Triestina 1918 and HC Sierre are not just sports plays, but a strategic bet on the $100 billion real-world asset (RWA) market. Join host Mike Elliott as he unpacks Italy’s crypto sponsorship trends, Switzerland’s $50M are…
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Everyone agrees it takes too long and costs too much to build energy infrastructure in America, but what exactly needs fixing, and can we make progress without rolling back vital environmental protections? In this special episode of Energy Gang, recorded live at the ACORE Grid Forum in Washington D.C., host Ed Crooks takes a deep dive into one of t…
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The maritime and shipping sector, which accounts for 80% of global trade and 3% of global greenhouse gas emissions, is under increasing pressure to decarbonize. Dana Rodriguez, Programme Manager at The Decarb Hub, and Aroob Sheikh, Shipping and Freight Reporter at S&P Global, join hosts Hill Vaden and Sam Humphreys to discuss the steps being taken …
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In this electrifying episode of the AlphaLabs Convergence Series, we dive into the explosive world of Digital Asset Treasury Companies (DATCOs), where traditional finance (TradFi) and decentralized finance (DeFi) collide. With 228 public firms now holding $148 billion in crypto treasuries, micro-caps like SharpLink Gaming ($SBET) and Brag House Hol…
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In this episode of AlphaLabs Podcast special series on the convergence of traditional finance and decentralized finance or DeFi, dive into the explosive rise of Real-World Assets (RWAs), reshaping finance by bridging $100T+ TradFi markets with DeFi's programmable infrastructure. From $1.5B TVL in Jan 2024 to $10B by Oct 2025—a 566% surge—explore ke…
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This special wrap-up episode of Interchange Recharged takes listeners on a fast tour of the entire carbon capture value chain, from industrial emitters and LNG developers to UK transport and storage pioneers. Host Sylvia Leyva Martinez, Research Director at Wood Mackenzie, brings together three leaders shaping how CCUS moves from theory to reality.…
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What happens when a company holds $200 million in assets but trades at a $12 million market cap? In this episode, we dissect House of Doge's massive treasury disconnect—837 million DOGE generating 5-10% annual yields while the stock trades at just 0.06x Net Asset Value. We break down the dual treasury structure (CleanCore's 730M DOGE + 21Shares' 10…
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Episode Description: In this electrifying episode of the AlphaLabs Podcast, we dive into the seismic shift in meme coin infrastructure as House of Doge ($TBH), through its merger partner Brag House Holdings, secures majority equity ownership in historic Italian football club U.S. Triestina Calcio 1918. This groundbreaking acquisition marks the firs…
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Nuclear power is back at the centre of the global energy conversation again. Is a real renaissance in the industry under way? Or are we just in another moment of excitement before familiar challenges emerge and the hype cycle turns down again? In the second of three special episodes ahead of ADIPEC 2025, host Ed Crooks speaks with Dr Sama Bilbao y …
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Join host Mike Elliott on the AlphaLabs Podcast as we unpack the explosive merger powering House of Doge (NASDAQ: TBH)—the official Dogecoin Foundation arm fusing a $200M treasury (837M DOGE holdings) with Gen Z gaming via Brag House's 1M users. From SEC-filed Spot/2X ETFs and inKind partnerships for real-world payments to star-studded leadership l…
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Join AlphaLabs Podcast as we dive into Roblox Corporation’s (NYSE: RBLX) explosive 129% YTD rally as of October 2025, cementing its reign as Gen Z’s ultimate gaming platform. With $4B in revenue, a near-zero-debt balance sheet, and 80% user growth, $RBLX’s meme-driven metaverse—fusing user-generated content, esports tournaments, and tokenized RWA—t…
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Join the AlphaLabs Podcast team as we dissect Robinhood Markets, Inc. (NASDAQ: HOOD)—the ultimate Gen Z crypto king exploding 248% YTD on a meme trading frenzy, with DOGE volumes up 120% tapping the $360B youth spend wave. From its gamified broker pivot (24M users, 75% Millennials/Gen Z) and esports integrations like HOOD Legend for tokenized fan a…
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Join host Mike Elliott on the AlphaLabs Podcast as we dive into CleanSpark Inc. (NASDAQ: CLSK)—the sustainable mining leader exploding 150% YTD with a $1.27 billion BTC treasury yielding 10% amid Bitcoin's $100k rally. From Q3's blockbuster $198.6M revenue (+91% YoY) and 54.6% margins to aggressive expansions like the $175M CleanCore partnership an…
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ENGIE Impact works with corporate and industrial clients to manage their energy portfolios and make progress toward sustainability targets through the procurement of renewable energy. Rick Margolin, Director of Resource Optimization and Renewable Energy at ENGIE Impact, joins Hill Vaden and Sam Humphreys to discuss how industrial consumers can smoo…
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Host Ed Crooks talks to Jason Liu, Chief Executive of Wood Mackenzie and co-author (with Chief Analyst Simon Flowers) of a new book, Connected, about the fast-changing world of energy. They are also joined by Sunaina Ocalan, formerly Senior Director for Corporate Strategy & Climate at the oil and gas company Hess, now Senior Analyst and Co-Head for…
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