Plugged In: Bold Moves in Global Energy Investing

MP Materials is not merely entering the rare earth magnet market—they are constructing the entire U.S. value chain for NdFeB magnets at an industrial scale. With production already underway, strong government backing, and ambitious expansion plans, MP Materials is set to become the first and dominant fully integrated rare earth-to-magnet manufacturer in the United States by 2028. This transformation will significantly reduce U.S. d...

This episode highlights the strategic convergence of nuclear energy and artificial intelligence, portraying it as a significant investment opportunity due to AI data centers' escalating demand for reliable, carbon-free power. It emphasizes nuclear power's advantages like consistent baseload output, high energy density, and zero emissions, making it ideal for the massive and continuous energy needs of AI infrastructure. The ...

This podcast episode, The Battery Boom, offers an overview of the rapidly expanding global battery storage market. It highlights a surge in installations and significant investment, particularly in the U.S., driven by the integration of renewable energy and the need for enhanced grid resilience. It explores emerging battery technologies, such as solid-state and alternative chemistries, which promise improved safety and efficiency, ...

Jamie Dimon's 2025 annual letter to JPMorgan Chase shareholders is notable for its breadth, candor, and focus on both global and domestic challenges.  He not only warns that new tariffs and global tensions could fuel inflation and slow growth, but also lays out a bold plan for America's future. From calling out over-regulation to championing innovation and unity, Dimon’s message is a wake-up call for policymakers and busine...

This episode will examine the massive stock surge that was triggered by MP Materials' announcement of a transformational public-private partnership with the U.S. Department of Defense (DoD), representing a multibillion-dollar commitment to American rare earth independence. Under this agreement, the Pentagon will become MP Materials' largest shareholder through a $400 million preferred stock investment, giving the DoD approx...

Agentic AI is shifting artificial-intelligence from passive,prompt-driven tools to goal-seeking digital workers. That autonomy unlocks huge productivity for households and enterprises―but it also unleashes a surge inelectricity demand that is already redrawing the energy-investment map. Companies such as GE Vernova sit atthe nexus, selling the turbines, software and grid gear that will keep the lights on for this new class of AI ag...

Bloom Energy is rapidly emerging as a powerhouse in the clean energy sector, offering investors a front-row seat to the future of sustainable power. Bloom stands poised for significant growth with recent upgrades from major financial institutions following details in the One Big Beautiful Bill (OBBB). This episode highlights its expanding market share and the lucrative impact of new tax credits, making Bloom Energy a compelling opp...