# Stephen Carroll

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The 15-Litre Engine Opens Heavy-Duty Trucking to RNG—Economics Decide What Scales

Get in touch - leave me a message For years, renewable natural gas had a basic problem in heavy-duty trucking: it lacked a 15-litre engine capable of doing the work fleets expect from diesel. That barrier is disappearing. The harder question now is whether the economics and infrastructure stack up.…

Here's Why China's Export Juggernaut Is Flattening Rivals

China is building a major manufacturing advantage in higher-value industries, from electric cars and batteries to robotics and renewable energy. This year Chinese exports are on course to be about 80% higher than in 2019, putting manufacturers across the world under growing strain. Governments are …

Enhanced Rock Weathering’s Scaling Bottleneck Is Proof, Not Rock

Get in touch - leave me a message Enhanced rock weathering looks deceptively simple: crush suitable rock, spread it on farmland and let chemistry remove CO₂. The harder question is whether you can prove that removal reliably enough to make the economics work. I speak with Chris Zair, Director of Pa…

Here's Why Expensive Diesel is Wreaking Economic Havoc

Diesel prices have jumped much more than crude oil since the start of the Iran war, hitting all-time highs in the US and in Europe. A key fuel for industries, diesel powers agricultural harvests and ground transport for goods globally. Our oil strategist Julian Lee joins Stephen Carroll to explain …

AI’s Power Boom Could Pull Factory-Built Nuclear Down the Cost Curve

Get in touch - leave me a message AI data centres are creating an extraordinary new demand for electricity. The harder question is whether clean, firm power can be built quickly enough to meet it, without falling back on gas. My guest in this episode is Matt Loszak, co-founder and CEO of Aalo Atomi…

The Lithium Isotope Bottleneck Between Nuclear Breakthroughs and Power Plants

Get in touch - leave me a message Advanced nuclear could have a lithium isotope problem long before it has a commercial power plant. Promising reactor designs need specialist materials that are barely produced at industrial scale. John Elling, CEO of Molten Salt Solutions, joins me to explain why i…

PIMCO UK Senior Advisor Rupert Harrison Talks Budget

PIMCO UK Senior Advisor Rupert Harrison says he sees at least a 25% chance of an early election in the aftermath of the UK Budget this week. He discusses what to expect from Chancellor John Healey in the biggest event of the political and economic calendar in the UK, including potential tax hikes a…

Iceland Chairman Richard Walker Talks 'Bold' UK Budget

Richard Walker, Executive Chairman of Iceland and Labour Peer, says a 'do no harm' budget from UK Chancellor John Healey is not enough given the cost of doing business is 'exceptionally expensive' in Britain, something he doesn't think politicians appreciate. He says the reported 4% hike to the nat…

The Island Power Trap: Expensive Diesel and the Renewable Finance Gap

Get in touch - leave me a message Caribbean islands pay a steep price for electricity generated from imported diesel. Solar and storage offer an alternative, but cheaper technology alone won't overcome the financing barriers keeping projects and households out. I speak with David Gumbs, Director of…

Grid Congestion Is Holding Back Business. Virtual Power Plants Could Help

Get in touch - leave me a message Grid congestion is no longer just a utility headache. In places such as the Netherlands, it can obstruct business expansion just as AI data centres add pressure to electricity networks. I speak with Marco Krapels, Senior Vice President and CMO at Enphase Energy, ab…