Energy, Power and Materials
Renewables and energy transition
solar, wind, batteries, clean-energy policy
- Episodes
- 16
- Share
- 1.6%
- Shows
- 16
- Net sentiment
- +0.38
Up from 1.1% of episodes in the weeks before; net sentiment was +0.55.
Bullish 8Mixed 2Neutral 3Bearish 3
3 weeks
Share of each week's episodes, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5
Net sentiment
−10+1
Sep 21Sep 28Oct 5
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 8
- Solar and batteries keep falling in price, driving renewables growth worldwide.How to See Disruption Before It Wins · Meridian Point · Oct 6
- Renewable costs fell faster than IPCC projected, with China driving the decline, favoring clean energy.Climate Action Delayism: An Investigation into Saudi Aramco’s Influence in the IPCC · The Echo Chamber from Tortoise Shack · Oct 8
- Renewables growth plus flexibility is presented as the path to near 100% renewable power systems.249. World’s largest VPP - Oct26 · Redefining Energy · Oct 5
- Electric vehicle and battery storage demand growth is cited as supporting long-term lithium demand.Lithium Ionic (TSXV:LTH) - Sub-$200M Build, $2B NPV at Today's Lithium Prices · Company Interviews · Oct 9
- Management frames its portfolio around electrification growth, which supports demand for its metals.Eastport Critical Metals advances uranium, rare earths and copper-nickel projects in Botswana · Proactive - Interviews for investors · Oct 9
- Geothermal-specific provisions and NEPA relief on federal land would ease permitting for emerging developers.What’s up with the new federal permitting reform bill? · Volts · Oct 9
Show 2 moreShow fewer
- Host sees hydropower, wind, solar and geothermal as strengths of a combined regional energy system.American Power Extra: Could the Americas Become Energy Independent? · American Power · Oct 9
- Solar, wind and batteries are expected to grow fastest among energy value chains.EP231: Good Call Bad Call FAQ on Oil Markets · Super-Spiked Podcast · Oct 10
Bearish 3
- Rolling back offshore wind and clean standards creates policy paralysis that slows the energy transition.S5E10: Economist Diana Moss on the consumer impacts from remonopolization of electricity and other industries · The Energy Markets Podcast · Oct 6
- Host argues climate doom narratives and low energy literacy are distorting public views.Oil and Gas This Week | Oct 9 2026 | Ep 412 · Oil and Gas This Week · Oct 9
- Battery storage plants on Long Island were ordered to suspend operations after contamination concerns.LI police departments more than doubled the number of Flock cameras in the past year · The Long Island Daily · Oct 5
Mixed 2
- Solar and storage face permitting uncertainty and state policy swings, though virtual power plants gain momentum.The Permitting Bill Lands, Newsom Picks VPPs Over Community Solar, and the Grid's 97% Problem · Boots on the Ground with Yann Brandt and Abby Hopper · Oct 6
- Speakers contrast easy wind and solar deals with nuclear's 60 to 80 year baseload value.Highlights from the 2026 World Nuclear Symposium · World Nuclear News · Oct 9
Neutral 3
- Discussed mainly as a contrast in subsidy history versus nuclear's regulatory and cost challenges.#27: September Roundtable | Week of the Uprates w/ Andrew Meehan · Nuclear Investing Podcast · Oct 10
- Discussed as carbon capture and storage integration and a possible link to the Norfolk Boreas wind farm.ORCADIAN ENERGY PLC - Update on the Earlham Gigagrid project · Investor Meet Company - Audio Archive · Oct 8
- Regulatory timelines for nuclear are compared with offshore and onshore wind and solar, discussed factually.Nuclear industry stepping up on energy security · Powering Sustainable Ideas · Oct 5
Around it
Companies named
- NextCraft1
- Orcadian Energy1
- ExxonMobil 1
- Eastport Critical Metals1
Shows that covered it most
- Powering Sustainable Ideas1
- Redefining Energy1
- The Long Island Daily1
- Boots on the Ground with Yann Brandt and Abby Hopper1
- Meridian Point1
- The Energy Markets Podcast1
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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