What podcasters are saying about Renewables & clean energy

Summary

In the past 30 days, 7 speakers on 8 finance podcasts discussed Renewables & clean energy in 8 views. Chorus has followed Renewables & clean energy since October 7, 2026.

Who talks about it most

• Chris Wright · 2
• Connor Teskey · 1
• Tyler Rosenlicht · 1
• Jim Cramer · 1
• Anas Alhajji · 1
• Chris Whalen · 1
• R.P. Eddy · 1

The latest views

Newest first. Every quote is checked against the episode's transcript.

• Connor Teskey · Brookfield Asset Management

  Energy storage is the fastest-growing segment of renewables, offsetting intermittency.

  Teskey says customers want the benefits of low-cost renewables without the intermittency problem. Storage, using batteries, solves that. He describes energy storage as the fastest-growing segment of Brookfield's energy business, and notes that this was not true five years ago. He presents this as a result of evolving customer needs for power of a particular shape, location, source and duration.

  “I'll tell you the fastest growing segment of our energy business right now is energy storage.”at 10:51

  Goldman Sachs Exchanges: Brookfield’s Connor Teskey on the Real Bottleneck in the AI Buildout · October 30, 2026

• Chris Wright · U.S. Department of Energy

  Wind and solar subsidies and mandates have raised power prices; solar only has a role in competitive markets.

  Wright argues the government ended subsidies for solar and wind and the mandates that push them onto grids, which he says drive up electricity prices. He says solar produces well in summer but is 'completely worthless' in cold, dark winters, so it is a 'cost center' in places like Wisconsin. He cites states with renewable portfolio standards, which he says have 50% higher electricity prices than states without them. He says solar and storage still have a role in a competing marketplace without subsidies, and that some states will keep forcing solar onto the grid.

  “And subsidizing and forcing wind and solar onto electricity grids around the country. Has been a disaster. You can see it in the states with renewable portfolio standards that have forced wind and solar. They have 50% higher electricity prices than the states that don't have those.”at 10:23

  Bloomberg Talks: Energy Secretary Chris Wright Talks Diesel Prices · October 28, 2026

• Tyler Rosenlicht · Cohen & Steers

  Europe's import dependence and energy-security push will speed its shift to wind and solar.

  Europe imports oil and natural gas and wants to be less dependent on foreign suppliers. Tensions in the Middle East and the oil-price moves they cause make the case for domestic supply. The team thinks Europe will accelerate its shift to alternatives because wind and solar are sources it can harness on its own. Energy security will increasingly drive investment decisions and opportunities.

  “Europe relies on imports of oil and natural gas. They wanna be less dependent on foreign suppliers. What we think that Europe is gonna do is... even go faster in the alternatives because, wind and solar are things that they can harness on their own.”at 8:14

  UBS On-Air: Talking Markets (Powering the AI revolution) with Tyler Rosenlicht (Cohen & Steers) · October 28, 2026

• Chris Wright · U.S. Department of Energy

  Subsidies for intermittent power made even existing nuclear plants uneconomic, and policy has now reversed that.

  Wright argues that subsidies for intermittent power, along with Democratic energy policy, made the economics of existing nuclear plants very hard. The plant behind him was days from closing about five years ago. His view is that Trump's push for more energy production and more demand reversed that trend.

  “Democrat energy policies, subsidies for intermittent power had made it very hard to make the economics work even for existing nuclear power plants.”at 14:29

  CNBC Power Lunch: Energy Secretary Interview, Low-Beta Stock Picks, Nucor CEO Exclusive 10/27/26 · October 27, 2026

• Jim Cramer · CNBC

  Residential solar stocks were built on financing, so they collapsed when long-term interest rates stayed high.

  Residential solar stocks soared in 2020 and 2021 and kept running into 2022 even as growth plays were pulverized. Cramer says this was not because people embraced renewable energy or because federal subsidies were generous. Most people cannot afford residential solar systems without borrowing, so the industry was built on financing rather than solar. When investors realized long-term interest rates would stay elevated for some time, the stocks got obliterated in 2023. He cites Enphase's run in 2020 and 2021, when people could borrow for next to nothing, as an example.

  “it turned out that people can't really afford residential solar systems without borrowing money, meaning the whole industry was actually built not on solar, but on financing.”at 42:29

  Mad Money with Jim Cramer: Mad Money w/ Jim Cramer 10/23/26 · October 23, 2026

• Anas Alhajji · Energy Outlook Advisors

  Net-zero policy undermines energy security, and Europe's shift back to old refineries shows it.

  Ministers, OPEC and Saudi Aramco's CEO all framed the situation as energy addition, not transition. Oil and gas stay the core, with solar and wind added. Anas argues the central message was that net zero means zero energy security. He points to Europe, which got stuck in the crisis, with Germany returning to old refineries it had closed under climate policy because of energy security.

  “net zero means zero energy security... Germany is returning back to those old refineries because of that energy security.”at 16:18

  MacroVoices: MacroVoices #554 Dr. Anas Alhajji + Louis-Vincent Gave: Developing Crises in Middle-East and France · October 22, 2026

• Chris Whalen · Whalen Global Advisors LLC

  Progressive solar and wind policies will be set aside for at least the short term.

  With Middle East supply disrupted, places like California need refined product now. Whalen expects that renewable and clean-energy policy will be deprioritized for at least the short term, and that nations will shift toward local self-sufficiency and local refining capacity.

  “I think a lot of the progressive policies focused on solar and windmills and all the rest of it are gonna have to be put aside for at least the short term because places like California need refined product.”at 34:03

  The Julia La Roche Show: #419 Chris Whalen: Mortgage Funeral, No Bond Rally & the Deficit Washington Won’t Talk About · October 10, 2026

• R.P. Eddy · Ergo

  Long-run oil demand destruction favours China, since its solar, EV and alternative-energy makers gain as the world uses less oil.

  Eddy argues China is a net winner from the Iran war even though it is deeply dependent on oil. The war has forced the world to learn to live with less oil, which means more photovoltaics, more EVs and more alternative energy. That shift benefits China, which makes these products and already has oversupply in PV, so the effect is a long-term net positive for China. He argues this even though China wants the war to end soon and is pressuring Iran to stop it.

  “Less oil means more photovoltaics. It means more EVs. It means more alternative energy. Well, guess where that's all made? China... So this actually is a net positive for China in the long term.”at 37:49

  On The Tape with Danny Moses: R.P. Eddy: Don't Ignore The Cassandras · October 7, 2026