Best Battery Capacity Podcasts (2025)

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Will inference move to the edge? 47:47

Play Pause

7d ago47:47

47:47

Today virtually all AI compute takes place in centralized data centers, driving the demand for massive power infrastructure. But as workloads shift from training to inference, and AI applications become more latency-sensitive (autonomous vehicles, anyone?), there‘s another pathway: migrating a portion of inference from centralized computing to the …

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The PJM Grid Crisis: How AI & Data Centers Are Spiking Energy Prices 7:57

10d ago7:57

7:57

Is the "AI butterfly effect" about to send electricity prices through the roof? In this video, we break down the critical PJM Base Residual Auction taking place between December 4th and December 10th, 2025. While grid auctions usually sound arcane and boring, this one is deciding the capacity and cost of power for June 2027—and the stakes have neve…

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Can AI revolutionize EPC? 35:01

14d ago35:01

35:01

Big construction projects in the U.S. are notoriously unpredictable, often finishing over budget and behind schedule. Part of the problem is the inherent complexity of these kinds of projects, like data centers and first-of-a-kind plants. But there’s another problem: the companies that actually build these projects — called EPC firms for engineerin…

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Who benefits from the AI power bottleneck? 34:56

21d ago34:56

34:56

The bottleneck holding back AI is a scarcity of power, or so goes the story. That may be true — and plenty of reporting backs it up — but different actors in the space face varying incentives to play up or play down that narrative. So what incentives are at play, and how do they shape each player's story? In this episode, Shayle talks to Shanu Math…

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Data Centers, Nukes, And The Grid 8:50

1M ago8:50

8:50

AI is hungry for power, but the grid’s most precious resource isn’t just generation—it’s time. We dig into a headline‑grabbing plan to build a 1,500‑megawatt nuclear‑powered data campus in South Texas and unpack why the near‑term reality starts with on‑site gas, not fission. From regulatory approvals and factory build‑outs to fuel and financing, mo…

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Looking for a turnaround in transmission 29:15

1M ago29:15

29:15

After years of stalled transmission buildout, there are new signs of progress. Earlier this month, SPP approved $8.6 billion in transmission projects across 14 states. Major plans are emerging in MISO, PJM, and ERCOT. Despite the DOE canceling its loan guarantee, the Grain Belt Express is still moving forward. And regardless of court battles, so is…

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New Mexico proves America can still build [partner content] 31:15

1M ago31:15

31:15

Across the country, people are asking the same question: why is it so hard to build in America? From transmission lines to clean energy factories, projects are taking longer, costs are rising, and frustration is growing. But in New Mexico, two cabinet secretaries are trying to show that it doesn’t have to be this way. Together, Economic Development…

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Driving down the cost of green hydrogen 41:28

1M ago41:28

41:28

A few years ago, industry and political leaders embraced hydrogen as a solution to a laundry list of hard-to-abate decarbonization challenges — steel production, ammonia production, and more. But hydrogen failed to come down in costs and policymakers pulled back support. Ultimately, the bubble burst. So what does it take to drive down the costs of …

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Energy Update | Week 5 – Oct 2025: Nuclear Revival, Offshore Wind Setbacks & AI Grid Innovation 6:51

2M ago6:51

6:51

In this Week 5 – October 2025 Energy Update, I take a look at another eventful week in U.S. energy — one defined by offshore wind setbacks, renewed nuclear ambitions, and AI-driven grid innovation. I start with Shell’s withdrawal from Atlantic Shores Offshore Wind, which leaves EDF Renewables as the sole developer after a key EPA permit was pulled.…

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Inside a $300 million bet on AI for physical R&D 36:26

2M ago36:26

36:26

A big problem with using artificial intelligence to discover new materials? It struggles to predict beyond its training data. That means AI might be better at optimizing known materials than discovering entirely new ones — like a room temperature superconductor or carbon-capture sorbents. But since we last covered the topic in September 2024, a few…

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Energy Update | Week 4 – Oct 2025: Nuclear Revival, UAE Solar Boom & China’s Battery Surge 5:25

2M ago5:25

5:25

In this week’s Energy Update, I take a look at some of the biggest developments shaping the global energy landscape — from a nuclear revival in South Carolina to solar and battery breakthroughs overseas. South Carolina’s Santee Cooper has selected Brookfield as its partner to restart the long-abandoned 2.3 GW V.C. Summer nuclear plant, signaling re…

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Unpacking DOE's proposal to transform data center interconnection 40:37

2M ago40:37

40:37

Last Thursday, Energy Secretary Chris Wright directed the Federal Energy Regulatory Commission to consider rulemaking to fast-track interconnection for large loads — as long as they agree to be curtailable or colocate with dispatchable generation. So what does this proposal actually mean for interconnection? In this episode, Shayle talks with Allis…

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Energy Update | Week 3 – Oct 2025: NY Grid Strains, U.S. Fusion Plan & Amazon’s Nuclear Move 4:35

2M ago4:35

4:35

Energy Future: Powering Tomorrow’s Cleaner World with Peter Kelly-Detwiler explores the forces reshaping the global energy landscape — from grid reliability in the U.S. to renewable breakthroughs in Europe and Asia. Each episode dives into the week’s most important developments across clean energy, power markets, EVs, nuclear innovation, hydrogen, …

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Five big questions about the future of energy 44:23

2M ago44:23

44:23

We’ve covered AI’s massive power appetite in depth over the past year – with good reason. It’s the driving force behind much of the change and uncertainty in the energy world right now, from the error bars around our demand for electricity to the lineup of technologies vying to meet that demand. In this episode Shayle talks to his colleague Andy Lu…

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Frontier Forum: The new power map for AI infrastructure 36:04

2M ago36:04

36:04

As AI reshapes the industrial landscape, companies are questioning whether the grid can keep pace. Permitting delays, transmission constraints, and reliability risks are forcing developers to rethink where power comes from. In this episode, KR Sridhar, CEO of Bloom Energy, lays out a radically different vision. He believes that many data centers wi…

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Calibrating hype with Akshat Rathi 41:14

2M ago41:14

41:14

In the climate space, every idea sits somewhere along the hype continuum. Some command outsize attention. Others fly under the radar despite big potential. And a rare few hit the sweet spot, earning exactly the buzz they deserve. But how do you tell which is which? In this episode, Shayle teams up with Akshat Rathi, senior reporter for climate at B…

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How insurance can narrow the valley of death [partner content] 26:50

2M ago26:50

26:50

Jamie Daggett started his career as a mechanical engineer working for cleantech startups in Silicon Valley. But after five startups and three buyouts, Daggett saw the same story repeat itself: good technologies that worked in the lab often died before reaching commercial scale. And often they didn’t fail because the science was wrong; they failed b…

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How Base Power plans to use its fresh $1B 39:51

3M ago39:51

39:51

Yesterday, Base Power announced a $1 billion series C, giving the residential battery company an eye-popping $4 billion post-money valuation. Base manufactures, installs, owns, and operates residential batteries — a vertical integration strategy that CEO Zach Dell says is the “magic” to beating utility-scale batteries on CapEx. The company also act…

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Frontier Forum: A new playbook for clean energy growth 31:57

3M ago31:57

31:57

After the failure of federal climate legislation in 2010, clean energy advocates realized they had to look elsewhere for momentum. The result was a shift toward states and regional markets — and the creation of Advanced Energy United, a trade group built to make policy progress outside of Washington. Today, that strategy is more important than ever…

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REA024 - Final Brief: Sunset & Strategic Redirect 2:50

3M ago2:50

2:50

Welcome to Rare Earth Advantage, an AI-powered podcast by Daily Dominance.This is our final brief. After 23 episodes covering rare earth supply chains—from MP Materials' DoD partnership to Lynas' heavy REE breakthrough—we're sunsetting this show to focus on two core verticals: Energy Markets Daily and LLD Daily.Strategic Redirect:- Energy Markets D…

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The new wave of DERs 39:03

3M ago39:03

39:03

Demand response was the original distributed energy resource. In its early days, it was surprisingly manual: a grid operator would call up a large load, like a factory, and request a few hours of reduced demand during peak times. Fast forward to today and DERs look dramatically different. They’re automated, deployed frequently across the country, a…

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REA023 - Thursday Technical: NdPr at Two-Year Highs & The Q4 Demand Surge 3:48

3M ago3:48

3:48

Welcome to Rare Earth Advantage, an AI-powered podcast by Daily Dominance.Thursday's technical brief delivers hard data on the NdPr breakout. NdPr oxide hits 632,000 yuan/tonne (US$88/kg) in China—two-year highs on a 40% surge since July. MP Materials' export halt removed 9% of China's NdPr supply, creating panic buying as Q4 seasonal demand amplif…

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REA022 - Wednesday Midweek: Q4 Positioning and the Recycling Reality 4:15

3M ago4:15

4:15

Welcome to Rare Earth Advantage, an AI-powered podcast by Daily Dominance.Wednesday's midweek focus examines Q4 positioning as the traditional stockpiling season winds down. MP Materials holds $67 support amid cautious stability, while recycling dynamics reshape supply equations. Scrap suppliers withhold Dy/Tb material, creating artificial tightnes…

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REA020 - Monday Outlook: Supply Chain Sovereignty & The Policy Pivot 3:43

3M ago3:43

3:43

Welcome to Rare Earth Advantage, an AI-powered podcast by Daily Dominance.Good morning. Monday, September 29th. Our focus: Supply Chain Sovereignty and the Policy Pivot.- Market Pulse:NdPr baselines in China are holding firm, reflecting a market that's found its rhythm despite underlying tension. But let's be clear: the real story isn't just the sp…

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REA021 - Tuesday Reality Check: Price Surge, Capacity Gaps, and Execution Alpha 3:38

3M ago3:38

3:38

Welcome to Rare Earth Advantage, an AI-powered podcast by Daily Dominance.Tuesday's reality check confronts the execution challenges behind Monday's strategic vision. NdPr prices surge 40% YTD, but MP stock retreats despite fundamentals. Western processing capacity lags mining development, creating bottlenecks that separate winners from losers.What…

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REA019 - Weekly Synthesis: Floors, Flows, and the HREE Premium 3:24

3M ago3:24

3:24

Welcome to Rare Earth Advantage, an AI-powered podcast by Daily Dominance.A focused Friday synthesis. NdPr stays firm on China baselines; the DoD-MP framework cements Western price floors and offtake certainty; and heavy rare earths hold a stubborn ex-China premium. Europe's constraints persist under export controls.What's inside:- Market read: NdP…

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Ag residue and carbon removal 35:16

3M ago35:16

35:16

Agricultural byproducts like corn stover, wood chips, and soybean husks typically get left to decompose and release carbon dioxide. Don’t call them “waste” though; some farmers use these byproducts as field cover to improve soil health. And industry uses a fraction of this biomass as feedstock for valuable products like ethanol, electricity, and he…

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REA018 - Thursday Brief: Momentum, Pricing, and Strategy 4:02

3M ago4:02

4:02

Welcome to Rare Earth Advantage, an AI-powered podcast by Daily Dominance.Today’s brief cuts through the REE noise. MP holds its midweek momentum as the U.S. mine‑to‑magnet push stays on track. Neodymium is firm on China baselines while heavy rare earths keep a stubborn ex‑China premium. Europe gets a real anchor with Neo’s Estonia magnet line — ea…

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REA017 - Wednesday Momentum & Strategic Positioning (Regenerated) 4:49

3M ago4:49

4:49

Welcome to Rare Earth Advantage, an AI-powered podcast by Daily Dominance.A straightforward read on where the REE market is leaning midweek. MP draws institutional interest on heavy volume. Neodymium holds gains year‑to‑date; dysprosium stays priced for scarcity outside China. Policy is the driver: export licenses, bottlenecks, and floor mechanisms…

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REA016 - Tuesday Market Consolidation & Strategic Analysis 4:42

3M ago4:42

4:42

Tuesday's comprehensive rare earth market consolidation analysis and strategic positioning for institutional capital. Market Consolidation - September 23, 2025: - MP Materials: $73.22 (+$0.01, +0.02%) - Healthy consolidation after Monday's strong opening - Volume: 10.6M shares - Continued institutional interest following Monday's performance - Mark…

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REA015 - Monday Market Opening & Strategic Positioning 5:02

3M ago5:02

5:02

Monday's comprehensive rare earth market opening analysis and strategic positioning for institutional capital. Current Market Performance: - MP Materials: $73.22 (+2.04%, +$1.47) - Strong momentum continuing from Friday - Volume: 37.4M shares - Significant institutional interest accelerating - Market cap: $12.97B - Rare earth sector strength in Mon…

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REA014 - Weekly Wrap-Up & Strategic Positioning 5:38

3M ago5:38

5:38

Friday's comprehensive weekly wrap-up and strategic positioning analysis for institutional capital in rare earth elements. Weekly Market Performance: - MP Materials: $71.65 (+0.93%, +$0.67) - Strong response to Fed rate cut environment - Volume: 1.15M shares - Institutional interest accelerating post-monetary policy shift - Market cap: $12.77B - Ra…

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REA013 - Fed Rate Cut Impact & Rare Earth Market Response 4:36

3M ago4:36

4:36

Thursday's comprehensive rare earth market analysis and Federal Reserve policy impact for institutional capital. Market Snapshot - September 18, 2025: - Federal Reserve cuts rates 25 basis points to 4.00%-4.25% range - Lower financing costs benefit capital-intensive rare earth separation facilities - Enhanced project economics for Western rare eart…

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Is now the time for DERs to scale? 41:01

3M ago41:01

41:01

A decade ago, DERs were hot. The hype was that things like batteries, smart devices, and other distributed energy technologies would offset the need for expanding traditional grid infrastructure. But DERs never took off, at least not at the scale that many hoped for. They had high price tags and short track records compared to the existing substati…

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The Price of Power: Thomas Meric on Policy, Investment, and Infrastructure 1:17:49

3M ago1:17:49

1:17:49

In this episode of Know Power, hosts Noha and Mike are joined by energy finance expert Thomas Meric, formerly of Janney Montgomery. They explore how political pressure, regulatory constraints, and supply chain issues are shaping power markets, new builds, and nuclear deployment. Thomas explains the capital hurdles in energy investment, shares his v…

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REA012 - Heavy Rare Earth Discoveries & Market Consolidation 5:08

3M ago5:08

5:08

Wednesday's comprehensive rare earth market data and supply chain developments for institutional capital. **Market Snapshot - September 17, 2025:** - MP Materials: $65.98 (-1.78%, -$1.19) - Healthy profit-taking after recent momentum - Market showing disciplined consolidation as institutional capital processes developments **Fresh Rare Earth Pricin…

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REA011 - Market Consolidation & Discovery Impact 4:55

3M ago4:55

4:55

Tuesday's comprehensive rare earth market data and supply chain developments for institutional capital. **Market Snapshot - September 16, 2025:** - MP Materials: $65.94 (+4.16%, +$2.64) - Strong momentum continues - India launches sixth tranche critical minerals auctions today - Market consolidation after Monday's developments **Fresh Pricing Data:…

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REA010 - Pentagon Strategic Revolution & Market Analysis 5:01

3M ago5:01

5:01

Monday's comprehensive strategic briefing for institutional capital in rare earth elements and Pentagon developments. **Market Snapshot - September 15, 2025:** - Total Crypto Market Cap: $4.17 trillion - MP Materials Stock: $63.51 (+0.9%, $11.2B market cap) - Global rare earth market entering critical inflection point **Pentagon's Rare Earth Revolu…

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When to colocate data centers with generation 36:32

3M ago36:32

36:32

The idea of colocating data centers with behind-the-meter generation is picking up steam, including large projects in Memphis, Texas, and Utah developing significant on-site capacity, mostly from combined-cycle gas plants. The main argument is speed to power. Building your own generation allows data centers to sidestep the challenges involved in gr…

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REA009 - Weekly Wrap-Up & Strategic Positioning 5:25

3M ago5:25

5:25

Friday's comprehensive weekly wrap-up and strategic positioning briefing for institutional capital in rare earth elements. **Weekly Market Wrap-Up:** - Dysprosium oxide: $201.5/kg, terbium oxide: $889.68/kg - heavy rare earths surge continues - Neodymium oxide: $78,862.23/metric ton, praseodymium oxide: $79,172.22/metric ton - NdPr oxide stabilized…

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REA008 - Real-Time Intelligence & Pentagon Strategic Deployment 5:19

4M ago5:19

5:19

Thursday's comprehensive real-time intelligence briefing for institutional capital in rare earth elements, gathered through advanced multi-platform research. **Market Pricing Intelligence:** - Neodymium: 785,157 CNY/ton ($110,000/ton), up 19.87% monthly, 48.84% year-on-year - Rare Earths MMI gained bullish momentum, rising 2.15% from previous month…

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REA007 - Pentagon Contracts & Manufacturing Scale-Up 4:46

4M ago4:46

4:46

Wednesday's essential briefing for institutional capital in rare earth elements Pentagon contracts and manufacturing developments. **Market Pricing Data:** - Neodymium: 785,078.50 CNY/T ($107.46/kg) September 9 - Praseodymium: $141.90/kg September 8 - Dysprosium: $453.90/kg retail, $780/kg industrial (121% YTD surge from $353/kg) - Terbium: $1,983.…

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REA006 - Breakthrough Technology & Major Contracts 4:35

4M ago4:35

4:35

Tuesday's essential briefing for institutional capital in rare earth elements breakthrough technology and market developments. **Market Pricing Data:** - Neodymium: 785,157 CNY/T ($107.70/kg), up 19.87% over past month and 43.41% year-on-year - Praseodymium: $141.90/kg - Dysprosium: $453.90/kg (121% YTD gain from $353/kg in January to $780/kg) - Te…

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REA005 - Week Ahead Market Data 4:26

4M ago4:26

4:26

Monday's essential market briefing for institutional capital in rare earth elements. **Market Pricing Data:** - Neodymium: $147.00/kg (+52.97% YTD) - Praseodymium: $141.90/kg (+47.66% YTD) - Dysprosium: $453.90/kg (+28.55% YTD) - Terbium: $1,983.40/kg (+42.03% YTD) - Market entering cautious stability with subdued trading activity **Major Capital D…

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REA004 - Market Data & Project Milestones 4:27

4M ago4:27

4:27

Friday's essential market data briefing for institutional capital in rare earth elements. **Market Pricing Data:** - Neodymium: $147.00/kg (+52.97% YTD) - Praseodymium: $141.90/kg (+47.66% YTD) - Dysprosium: $453.90/kg (+28.55% YTD) - Terbium: $1,983.40/kg (+42.03% YTD) - NdPr oxide: 632,000 yuan/tonne ($88/kg) - highest since March 2023 **Project …

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AMA: Geoengineering, nuclear, power prices, and more 42:06

4M ago42:06

42:06

You sent in great questions, and today we’re answering them. In this episode, Shayle hands it over to Lara Pierpoint, the managing director of Trellis Climate at the Prime Coalition and host of The Green Blueprint. Together they cover topics like: Whether solar radiation management will remain the “black sheep” of climate technologies What technolo…

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REA003 - Recycling Revolution & Manufacturing Scale-Up 4:18

4M ago4:18

4:18

Thursday's essential briefing for institutional capital navigating the rare earth elements transformation. **Recycling Revolution Accelerating:** - HyProMag USA secures $92M EXIM Bank financing for Dallas-Fort Worth integrated recycling facility - Apple and MP Materials' $500M joint investment driving US rare earth magnets recycling - Cyclic Materi…

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REA002 - Market Surge & Pentagon Contracts 4:29

4M ago4:29

4:29

Wednesday's essential intelligence for institutional capital navigating the $500B+ rare earth elements market. **Market Surge Analysis:** - NdPr oxide climbs 40% since July to $88/kg - two-year highs validate domestic production thesis - Terbium metal at $1,983/kg (+42% YTD) - heavy rare earth momentum accelerating - Dysprosium at $454/kg (+28.5% Y…

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REA001 - Market Intelligence & Project Economics 3:44

4M ago3:44

3:44

Welcome to Rare Earth Advantage - your daily intelligence edge for institutional capital navigating the $500B+ rare earth elements market. In this inaugural episode, our sophisticated hosts deliver the market intelligence that moves serious money: **Market Snapshot:** - NdPr oxide pricing: 403,200 yuan/mt (+4.78% MoM) - Pentagon $110/kg floor price…

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The mechanics of data center flexibility 36:07

4M ago36:07

36:07

Adding flexibility to data center loads could ease strain on the grid and reduce the need for costly new generation. And, according to one study, shaving off just a few megawatts during peak hours could also unlock unused capacity —as many as 98 gigawatts in the U.S — if those facilities reduced load by just 0.5% each year. The problem: data center…