In this episode of the Energy News Beat Daily, hosts Michael Tanner and Stuart Turley discuss various topics including solar panel suppliers linked to alleged abuses in China, Bank of America's expansion in the energy transition business, the escalating energy demands of AI technology, and the legal challenges facing SEC climate disclosure rules. They also cover the equity and Aqua trans merger, highlighting skepticism from investors due to concerns over valuation and management's motives. The market reaction to the merger was negative, with equities' stock plummeting. Additionally, Stuart mentions an upcoming interview with Paul Tice, author of "Race to Zero: How ESG Investing Will Crater the Global Financial System.

Highlights of the Podcast

00:00 - Intro

01:34 - Solar-panel supplier’s links to alleged abuses in China imperil US climate goal

04:11 - Bank of America Set to Expand Its Energy Transition Business

06:28 - The Obscene Energy Demands of A.I.

10:05 - SEC climate disclosure rule faces legal gantlet

13:32 - Markets Update

16:34 - EQT Announces Transformative Acquisition of Equitrans Midstream

20:25 - Outro

Please see the links below or articles that we discuss in the podcast.

Solar-panel supplier’s links to alleged abuses in China imperil US climate goal

March 11, 2024 Mariel Alumit

The dominance of China’s LONGi Green Energy Technology Co. Ltd. in supplying solar panels to the U.S. highlights the challenge authorities face in trying to eliminate alleged labor abuses from the country’s supply chains without smothering an […]

Bank of America Set to Expand Its Energy Transition Business

March 11, 2024 Mariel Alumit

Bank of America is looking to expand its business related to the energy transition, boosting carbon trading, and power and natural gas markets trading, senior executives have told Bloomberg. Banks in the United States and Europe […]

SEC climate disclosure rule faces legal gantlet

March 11, 2024 Mariel Alumit

A top Wall Street regulator’s decision to force public companies to divulge details about their climate risk could draw the attention of a Supreme Court that has displayed interest in curbing government efforts to tackle […]

EQT Announces Transformative Acquisition of Equitrans Midstream

March 11, 2024 Mariel Alumit

Creates America’s only large-scale, vertically integrated natural gas company prepared to compete on the global stage All stock transaction with combined company enterprise value over $35 billion Provides >2,000 miles of critical pipeline infrastructure with extensive overlap […]

The Obscene Energy Demands of A.I.

March 11, 2024 Mariel Alumit

In 2016, Alex de Vries read somewhere that a single bitcoin transaction consumes as much energy as the average American household uses in a day. At the time, de Vries, who is Dutch, was working […]

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