energy security

00:00:04 Reviewing energy industry trends.

00:02:25 Economy shifts access to capital.

00:04:55 Government contracting, energy efficiency, growth, hiring.

00:09:55 Uplift, empower, network, learn: DOD SkillBridge.

00:13:12 Energy industry frustration: slow progress.

00:15:16 Bringing team together to execute.

00:16:51 AI streamlines data analysis.

00:19:09 LED lighting expertise for businesses.

00:22:03 Growing energy podcast in '24.

00:22:22 Business lighting specialist help needed.

Thanks for listening to Energy Sense. Please stay in touch and send us ideas about guests and future episode topics of Energy Sense at info@bowerbirdenergy.com.

You can follow Chris Rawlings on LinkedIn and Bowerbird Energy on Instagram, YouTube, Facebook and Twitter.

Visit Bowerbird Energy online at bowerbirdenergy.com. 

Subscribe to the Energy Sense Podcast and find all episodes here.

In our final episode of 2023, we sit down with Dan Shugar, founder and CEO of Nextracker, Inc. (NASDAQ: NXT), a leading provider of intelligent, integrated solar tracker and software solutions used in utility-scale and distributed generation solar projects globally. With over 30 years of experience in the field, Dan has been a driving force in advancing climate tech solutions in the U.S. and around the world.

In the conversation with Gil, Dan reflects on Nextracker's incredible success over the past ten years, including its successful IPO earlier this year; they talked at length about the company's steadfast customer-focused mindset and how that has driven so many industry-first solar tracker innovations in their mission to transition the world to affordable, renewable power. Dan also talked about Nextracker's remarkable initiatives with U.S. manufacturing expansions over the past three years and the importance of public policy engagement for our industry. He also touched on a few non-U.S. markets that are key to his optimism for the future of solar power. We even found time at the end to have fun talking about great guitar music and his new musical products venture, AmpMojo.

Links:

More on Dan 

• Dan Shugar Bio
• Shug Speaks Blog
• Press Release: Nextracker CEO Dan Shugar Named S&P Global’s ‘Chief Trailblazer of the Year’ at the 25th Annual Platts Global Energy Awards (December 12, 2023)
• Dan Shugar on LinkedIn
• Video: Dinner with Dan - Intro - 'Solar Myths Debunked"
• Website: AmpMojo - Dan’s new musical products company
• Video: Introducing AmpMojo

Nextracker, Inc. 

• Website
• Nextracker American Manufacturing Microsite
• Nextracker on LinkedIn
• Nextracker on X
• Press Release: Nextracker Opens New U.S. Factory with Dedicated Capacity in Las Vegas with Unimacts (September 11, 2023)
• Video: NX Horizon Hail Pro - The Gold Standard for Hail Risk Mitigation

Episode recorded December 8, 2023.

Email your feedback to Chad, Gil, and Hilary at climatepositive@hasi.com or tweet them to @ClimatePosiPod.

Email your feedback to Chad, Gil, and Hilary at climatepositive@hasi.com or tweet them to @ClimatePosiPod. 

Kathryn Porter is the founder of Watt-Logic, an energy consulting firm based in the U.K. In this podcast, Porter talks about a new report she wrote for the Global Warming Policy Foundation titled “Prospects For Nuclear Energy In the U.K.,” why Britain’s approach to nuclear has been “too slow and too timid,” how the electricity market has been “overloaded with interventions,” and why energy security has become a top issue in Britain. (Recorded November 17, 2023.)

Thanks for listening. Visit Bowerbird Energy online at bowerbirdenergy.com. Please stay in touch and send us ideas about guests and future episode topics of Energy Sense at info@bowerbirdenergy.com.

You can follow Chris Rawlings on LinkedIn and Bowerbird Energy on Instagram, YouTube, Facebook and Twitter.

You can follow guest Morgan Bazilian on LinkedIn. Find more information on the Payne Institute for Public Policy at the Colorado School of Mines at payneinstitute.mines.edu.

Subscribe to the Energy Sense Podcast and find all episodes here.

The drive for energy independence remains, but how is the Middle East adapting its oil and gas industry to meet energy security whilst decarbonising existing assets and infrastructure? 

Join the conversation on how Iraq's oil and gas sector can play a pivotal role in its journey towards sustainability. Explore the balance between harnessing oil and gas for national development while striving for a greener, cleaner, Iraq. 

Recorded live at ADIPEC 2023, this episode features:

Mike Mair, Business Development Director, Wood 
Joe Harrison, Joint Venture Asset Manager, Middle East and Iraq, Shell 

Presenter: Steph Crawford, Marketing and Communications Manager, Operations, EMEA, Wood

To connect with our guests and explore related insights, subscribe to The Wood Podcast at www.woodplc.com/podcast. 

In this insightful episode of The Mark Moss Show, we dive deep into the burgeoning influence of Bitcoin on nation states and how countries like Bhutan, the UAE, Oman, and El Salvador are navigating its disruptive impact. We then shine a light on the concerning implications of dementia among US officials and what it means for national security. We’ll also delve into the current EV transformation, exploring the challenges faced by cities like Palo Alto, and whether our energy infrastructure can keep up with the fast-paced change. Lastly, with the CPI hitting its biggest monthly gain, we assess what this means for your pocket and the broader economy. Join us for this deep dive into some of the most pressing topics of our time.

See omnystudio.com/listener for privacy information.

Recorded live at Offshore Europe 2023, Steve Nicol, Executive President of Operations at Wood joins Ross Dornan, OEUK’s Market Intelligence Manager to discuss the key findings of the Offshore Energies UK Economic Outlook Report for 2023.  

Delve into the headlines of this year’s landmark report outlining how we can build the nation’s energy security and its low carbon future. 

This episode features: 

Steve Nicol, Executive President of Operations, Wood
Ross Dornan, Market Intelligence Manager, OEUK

Presenter: Sarah Grieve-Shearer, Senior Manager - Marketing & Communications

To connect with our guests and explore related insights, subscribe to The Wood Podcast at www.woodplc.com/podcast. 

Recorded live at Offshore Europe 2023, hear from industry experts who are leading the decarbonisation challenge and accelerating the transition towards net zero.

Matthew Morley, Business Development Director, Wood, and Rebecca Allison, Chief Operating Officer, Net Zero Technology Centre discuss how energy security challenges have brought greater pragmatism around the enduring role that hydrocarbons will play in our energy system. However, the need to deliver this energy with the lowest possible carbon intensity remains critical. 

This episode features: 

Matthew Morley, Business Development Director, Projects, Wood
Rebecca Allison, Chief Operating Officer, Net Zero Technology Centre

Presenter: Lisa Clarke, Marketing & Communications Lead, Wood 

To connect with our guests and explore related insights, subscribe to The Wood Podcast at www.woodplc.com/podcast. 

Asset operators across the globe are faced with the dual challenge to increase production of critical resources whilst under pressure to decarbonise, digitalise and reduce operating costs.  

Recorded live at Offshore Europe 2023, Wood’s Operations Directors for EMEA and the Americas who lead global technology solutions, delve into how AI is enabling operators to use existing data to optimise their maintenance, unlocking capacity to deliver more efficient and decarbonised operations. 

This episode features: 

Gordon Buchan, Operations Director, EMEA, Wood
Stephen Kelman, Operations Director, Americas, Wood 

Presenter: Sarah Grieve-Shearer, Senior Manager - Marketing & Communications

To connect with our guests and explore related insights, subscribe to The Wood Podcast at www.woodplc.com/podcast. 

Dan Poneman heads Centrus Energy, the only company in the United States that is licensed to produce High-Assay Low-Enriched Uranium (HALEU) which will be needed to fuel some of the advanced reactors now being developed for commercial deployment. Poneman talks about Russia’s dominance of the global nuclear supply chain, why a strong nuclear sector is imperative for national security, the chicken-and-egg problem with producing enriched uranium, and the many hurdles facing new reactors. (Recorded August 16, 2023.) 

The United Kingdom (UK) has had to balance its net-zero ambitions with energy security after suffering from a price shock in 2021 that increased the cost of energy and forced them to stop importing Russian natural gas. 

This week, Lord Martin Callanan, the UK’s Parliamentary Under Secretary of State (Minister for Energy Efficiency and Green Finance) at the Department for Energy Security and Net Zero, joins the podcast. His responsibilities include CCUS, hydrogen, green finance, energy efficiency, and emissions trading. 

Here are some of the questions Jackie and Peter asked Lord Callanan: How do you respond to those that oppose the licensing of new North Sea oil and gas developments? Has the UK changed its policies or subsidies to compete with the US Inflation Reduction Act (IRA)?  How can a carbon-market approach with price volatility compete against the certainty of the IRA-style, subsidy-based policy? How does the UK structure offshore wind, nuclear, CCUS, and hydrogen incentives to attract capital?   

Content referenced on this podcast:  

• See the live power generation on the UK’s National Grid: https://grid.iamkate.com/ 
• See the latest carbon clearing prices in the UK Emissions Auctions: https://www.ice.com/marketdata/reports/278  

Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/

X (Twitter): @arcenergyinst
LinkedIn: @ARC Energy Research Institute

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Critical minerals are non-fuel minerals or mineral materials essential to the economic or national security of the U.S. They have no viable substitutes yet face a high risk of supply chain disruption. Critical minerals are used for many different purposes, including the production of advanced electronics, weapons systems, manufacturing equipment, and cutting-edge medical devices. They are indispensable for the transition to low-carbon energy sources. Last year, the U.S. Secretary of the Interior, with the aid of the U.S. Geological Survey, published a list of 50 critical minerals. 

China dominates global critical mineral supply chains, accounting for approximately 60% of world-wide production and 85% of processing capacity. However, the U.S. and several European countries are taking steps to build out their own ability to mine, process, and manufacture critical minerals. To discuss the implications of China’s role in critical mineral supply chains and the responses of the U.S. and its partners, host Bonnie Glaser is joined by Abigail Wulf, vice president and director of the Ambassador Alfred Hoffman Jr. Center for Critical Minerals Strategy at Securing America’s Future Energy (SAFE), a non-profit advancing transformative transportation technology to enhance energy security.

Time Stamps

[01:51] Vulnerabilities and Risks of Overdependence 

[07:07] Development of a Domestic Mining Industry 

[12:42] Environmental Hazards of Processing Raw Minerals 

[18:30] Impact of Export Controls on Gallium and Germanium

[22:53] Diversifying Sources of Rare Earth Imports

[26:38] The Critical Raw Materials Act

[29:58] The Mineral Security Partnership

South Australia is investing to hit a 100% renewables target by 2030, and part of this effort is the new Hydrogen Power Plant proposed for the Upper Spencer Gulf. The topic of hydrogen can be muddied by all the different ways it can be used, so Matt Gilbertson, Anna, and Tim bring in the expert.

Joining this episode of Hot Topics is Professor Michael Goodsite, Pro Vice Chancellor for Energy Futures at the University of Adelaide and Director of its Institute for Sustainability, Energy and Resources. . Michael breaks down the need-to-know for South Aussies and explains the benefits to this world-class facility due to be completed in 2025.

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Hot Topics by The Post is supported by the Government of South Australia and produced by Solstice Podcasting.

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