Coverage
Energy
The energy conversation in its own words. Developers, operators, and analysts on power, renewables, and where the grid goes from here.
Refreshed nightly · readings through August 5, 2026
What the Energy conversation reads like
Sentiment across the five topics we score, measured only on energy shows. Trailing 30 days against the same window a quarter ago; thin cuts fall back to a 90-day read.
Future Outlook
68.9
Economy
40.9
Industry Forecast
58.5
AI
51.8
Innovation
74.4
Future Outlook
12-mo avg 69.7 · points from average
Economy
12-mo avg 38.7 · points from average
Industry Forecast
12-mo avg 62.0 · points from average
AI
12-mo avg 53.8 · points from average
Innovation
12-mo avg 74.1 · points from average
Each topic against its own 12-month average (the zero line), within energy shows only. Above means the conversation is running hotter than normal for that topic; below, cooler.
Latest in Energy
newest across the tracked shows
Aug 4, 2026
SMP 294: Solar’s New Reality: Capital, Storage, and the Race to Execute
Benoy Thanjan, Founder and CEO of Reneu Energy and host of the Solar Maverick Podcast, discusses the dramatic shift in solar development capital, market consolidation, and the rising complexity of project execution. He and host Peter Pongracz examine why early-stage solar projects struggle to attract investment, why solar-plus-storage is becoming the market standard, and the critical role of local relationships and regulatory navigation in project success. The episode highlights the paradox that while solar technology is simple, the financing, permitting, interconnection, and delivery mechanisms have become increasingly complex.
Aug 4, 2026
Javier Blas on Lessons from Closing Hormuz (So Far)
Javier Blas, Bloomberg opinion columnist covering energy and commodities, discusses why the Strait of Hormuz closure and Middle East crisis—disrupting 10-15 million barrels per day for five months—has not triggered a catastrophic global energy crisis, despite historical precedent. The conversation explores the roles of China's strategic petroleum reserves and demand reduction, refining constraints, coal's resurgence, and structural shifts in energy markets including the energy transition, oversupply conditions, and presidential rhetoric's market impact.
Aug 4, 2026
The Ocean's Billion-Ton Carbon Removal Opportunity | Gigablue
Ori Shashua, co-founder of Gigablue, discusses MCFS (Microalgae Carbon Fixation and Sinking), a marine carbon removal methodology that harnesses phytoplankton and plant-based carbon carrier pods to capture and sequester carbon in ocean sediment. Gigablue recently raised a $20M Series A and has begun operating in the open ocean with verified methodology from Puro.earth, securing six-figure offtake agreements with major emitting sectors including aviation, financial services, and energy.
Aug 4, 2026
Grid operator PJM juggles reforms as power auction results hit price cap again
This episode examines PJM's July 2024 capacity auction results, where clearing prices hit the $325/megawatt-day federal cap but procurement fell 6.8 gigawatts short of reliability requirements. Host Dan Testa and S&P Global Energy reporter Darren Sweeney interview Paul Segal, CEO of LS Power, and Tanya Peevey, S&P Global CERA analyst for North American power and renewables, to discuss rising prices, data center demand, market reforms, and the tensions between merchant generators and regulated utilities over how to address PJM's supply adequacy challenges.
Aug 3, 2026
Sen. Martin Heinrich’s permitting state of play
Senator Martin Heinrich of New Mexico, the top Democrat on the Senate Energy and Natural Resources Committee, discusses ongoing permitting reform negotiations with Republicans and obstacles posed by White House actions on clean energy projects. He addresses the political potential of electricity affordability messaging for Democrats in the midterms, data center cost-shifting concerns, and his legislative agenda to prevent corporations from pushing infrastructure costs onto utility customers. Heinrich also weighs tribal consultation protections, climate-affordability alignment, and federal oil and gas leasing trends.
Jul 31, 2026
Freedom fueled refineries? Trump’s latest bid to lower gas prices
POLITICO's oil and gas reporter James Bikales discusses the Trump administration's effort to revive idled petroleum refineries across the U.S.—from the Virgin Islands to California—as a strategy to increase fuel supply and lower gas prices. The conversation covers the White House's outreach to potential investors, the involvement of the controversial Freedom Fuel network backers, and the checkered history of the St. Croix refinery in the U.S. Virgin Islands. Bikales details the obstacles to reopening closed refineries, including market pressures, regulatory challenges, and the administration's focus on facilities in California.
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Term-level trends, competitor mentions, and custom segments within the energy conversation are available as custom research. See the Conversation Index or get in touch.