Energy, Power and Materials
Renewables and energy transition
solar, wind, batteries, clean-energy policy
- Episodes
- 10
- Share
- 0.9%
- Shows
- 10
- Net sentiment
- +0.50
Down from 1.3% of episodes in the weeks before; net sentiment was +0.58.
Bullish 5Mixed 2Neutral 2Bearish 1
2 weeks
Share of each week's episodes, and net sentiment.
0%2%4%
Sep 21Sep 28
Net sentiment
−10+1
Sep 21Sep 28
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 5
- Investor appetite for clean energy, storage and transmission is strong, though policy gaps slow deployment.🌿 The climate capital Australia can't afford to lose · The Greener Way · Sep 28
- Continued utility-scale renewable investment and support schemes are seen as necessary to replace retiring assets.Powering What's Next - Energy storage, from backup to backbone · InnovationAus Podcast · Oct 2
- Distributed solar, batteries and EVs create bidirectional flows that grids must now monitor and control.70% of U.S. Substations Are Outdated...Here’s What's Next | NovaTech Automation · Climate CEOs · Sep 29
- Hyperscalers are major clean energy buyers and cheaper renewables and storage are seen as helpful.NVIDIA on Whether AI Can Fix Its Own Power Problem | Recorded Live at Climate Week NYC · Energy Empire · Oct 2
- Fragmented renewables developers offer consolidation opportunities for experienced infrastructure investors.Infrastructure: Today’s “Generational” Investment Opportunity · The Allocation: Private Markets for the Total Portfolio · Sep 30
Mixed 2
- Low-carbon share rising and targets sometimes conservative, but market reforms cut subsidies that developers resist.David Fishman on Power, Politics, and a Mega-Dam: Inside China's Energy Sector - Baiguan Radio #43 · China Biz Talk - Baiguan Radio · Sep 28
- Panel debated Boulder's climate suit against oil companies, weighing energy demand against liability and climate risks.Colorado Inside Out October 2nd, 2026 · Colorado Inside Out · Oct 2
Neutral 2
- Discussed as grid-based clean supply alongside batteries and wind for residential users.The rush for clean, on-site power [partner content] · Catalyst with Shayle Kann · Sep 28
- Host mentions natural gas, nuclear, renewables and battery storage as options for future supply.Rich Wrote A Guest Column For The RTD · Richmond's Morning News with Rich Herrera · Sep 28
Around it
Companies named
- ExxonMobil 2
- NextEra Energy1
- Suncor 1
- Alphabet 1
- Microsoft 1
- Amazon 1
Shows that covered it most
- China Biz Talk - Baiguan Radio1
- Catalyst with Shayle Kann1
- Richmond's Morning News with Rich Herrera1
- The Greener Way1
- American Energy Works1
- Climate CEOs1
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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