Switched On

Kamala Schelling

At a Glance

Switched On is hosted by Kamala Schelling covering Energy Transition, Geopolitics, Data Centers, and Power Markets. Notable guests include Kwezyan Pofo (Head of Metals and Mining, Bloomberg NEF), Chris Gdonsky (Lead Nuclear Analyst, Bloomberg NEF), and Switched On. Episodes span from Apr 2026 to Apr 2026.

4 episodes89 total claims12 topics covered

4 episodes

Hormuz Delivers an Aluminum Shock: Analyst Reaction | Switched On

Apr 27, 2026

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A geopolitical conflict in Iran has blocked the Strait of Hormuz, trapping approximately 10% of the world's aluminum supply from the UAE, Saudi Arabia, and Oman. The disruption has created a 'tripl...

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AluminumStrait of HormuzGeopoliticsSupply Chain Disruption+11 more

Nuclear Fusion Powers Up for Commercial Breakthrough | Switched On

Apr 22, 2026

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Fusion energy is rapidly transitioning from a scientific pursuit to a commercial race, driven by billions in private capital and significant government investment, particularly from China. Big tech...

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Fusion EnergyNuclear FusionPrivate InvestmentVenture Capital+16 more

PJM Grapples With Data Center Load and Supply Gaps | Switched On

Apr 15, 2026

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PJM, the largest US power market, is facing unprecedented load growth, primarily driven by the world's largest concentration of data centers, leading to significant grid stress. Analysis shows that...

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PJMData CentersElectricity DemandLoad Growth+12 more

Spanish Blackout Lessons One Year On: Analyst Reaction | Switched On

Apr 13, 2026

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Switched On

At a Glance

4 episodes

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