Spain blackout, US & Ukraine, CCUS headwinds, Majors in Guyana | BDE 05.02.25

Spain hit 100% renewables and then the lights went out. We’re unpacking what actually happened when the grid went sideways and why it rippled into Portugal and France. From the weird culprit (hello, atmospheric vibration?) to why renewables alone might not cut it, we’re talking inertia, batteries, nuclear, and what all this means for grids everywhere. We even throw in ERCOT, Canada’s energy politics, and how the U.S. grid compares to Europe’s. It’s part physics lesson, part real talk about the tradeoffs in building a future-proof energy system.

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00:00 - Intro
00:58 - Spain’s Blackout: Energy Crisis
05:29 - ERCOT’s Energy Storage: Innovations and Challenges
11:15 - Debating the Grid’s Future: Energy Policy Discussion
15:04 - UK Election Results: Impact on Energy Policy
16:37 - Canadian Election Results: Energy Policy Implications
23:47 - Ukraine: Mineral Deals and Energy Resources
27:39 - We Have No Leverage Over Putin: Energy Geopolitics
34:51 - Carbon Capture and Storage (CCUS): Technology and Future
40:49 - Wrapping Up: Key Takeaways

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