Energy Gang
Covering breaking news in clean tech, going deep on global energy policy, and debating the levers that need to move to accelerate the energy transition. Energy Gang is the podcast covering clean energy technology, renewable energy, and the environment. The world of clean energy moves fast, and you need a reliable source to stay on top of the news that matters. You’ll find it on Wood Mackenzie’s Energy Gang.How will changes to the US government affect decarbonisation and energy security? When will hydrogen, nuclear and carbon capture deploy at scale? Where’s the money for the energy transitio...
Tue, April 29, 2025
An energy podcast crossover: Energy Gang and Interchange Recharged join forces to discuss flexibility on the power grid: why it is so important, and how to create it
They called the film Avengers: Infinity War the most ambitious crossover event in history. We can’t quite make the same claim, but at Wood Mackenzie’s 2025 Solar and Energy Storage Summit, we did record a crossover episode. Ed Crooks, host of Energy Gang , is joined by Sylvia Leyva Martinez, Wood Mackenz’s principal analyst for solar power and host of Interchange Recharged , to discuss the future of energy, and of the electricity grid in particular . They are joined by Rob Chapman, Senior Vice President of Energy Delivery and Customer Solutions at the non-profit research group EPRI, the Electric Power Research Institute, which aims to help power society toward a reliable, affordable, and resilient energy future. Rob talks about a key theme in his work: the importance of flexibility on the electricity grid. Increased reliance on solar and wind power has created challenges in keeping the grid balanced and the lights on. Surging demand for electricity for new data centres to train and run AI models is giving rise to a whole new set of issues. More flexible demand and supply on the grid is increasingly valuable. But where can it come from? Data centres don’t usually offer a lot of flexibility in their operations. People want to use ChatGPT and watch Netflix even at night and when the wind is low. So what can the hyperscalers do to create flexibility? Are virtual power plants an effective option? And how can the energy industry improve collaboration to find solutions that promote the clean energy transition while keeping prices down? You can find Energy Gang wherever you get your podcasts, and follow Interchange Recharged with Sylvia Leyva Martinez for deep dives into the innovations that are accelerating the energy transition. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, April 25, 2025
What do the tariff wars mean for low-carbon energy? | Recorded live at Wood Mackenzie’s Solar & Energy Storage Summit
“With great uncertainty comes great opportunity”, says Abby Ross Hopper, president and CEO of the Solar Energy Industries Association, in this special episode of the Energy Gang, recorded live at Wood Mackenzie’s Solar & Energy Storage Summit. Is she right? And what are those opportunities? To find out, host Ed Crooks welcomed Abby and Shyam Srinivasan, CEO and Co-Founder of Zitara Technologies, for a special discussion on the state of the solar and storage industries today. Uncertainty is the buzzword of the moment: uncertainty over tariffs, over tax credits, over the evolution of AI, and over the economic outlook. The Trump administration’s new tariffs are disrupting supply chains and prompting companies to delay investment decisions. At such a volatile time, it’s easy to be caught out by a sudden change in policy. Companies have different strategies for coping with all this uncertainty. Some have been stockpiling solar panels; a few have been stockpiling batteries. And all the while, there are some powerful global trends still driving the industry: overproduction in China that is still driving down costs, and the need for new electricity generation of all types to power data centers for AI. Abby, Ed and Shyam debate the uncertain policies and forecasts that are making companies hesitant to invest, and find some pointers to help navigate through the storm. And they lift their eyes from the day-to-day chaos to consider what are the real opportunities for the longer term once the immediate crisis is over. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Tue, April 15, 2025
Keeping cleantech investment alive | With technological, economic and policy challenges mounting, how can we keep energy innovation on track?
These are hard times for investment in low-carbon energy. The lack of progress in international climate negotiations, threats to policy support, and an increased awareness of the challenges of decarbonization, have created some strong headwinds. Everyone agrees that more breakthroughs in innovative emissions-reducing technologies are essential for tackling climate change. So how can innovative energy companies raise the capital they need to scale? Catalytic capital can provide long-term investment in clean energy and accelerate early-stage climate technologies. To find out how it can make a difference, host Ed Crooks welcomes back to the show Amy Duffuor. Amy is the co-founder and general partner at Azolla Ventures, a $300 million VC firm dedicated to having an impact on emissions. They do it through catalytic capital, which is still looking for a return, but can be more patient and flexible than conventional investment. In challenging times for investment in decarbonization, cleantech startups need to be able to explain their broader significance for the energy system and the economy, as well as their impact on emissions. “For climate tech to succeed it's not just about the innovation itself, but about understanding the narrative that surrounds it," Amy says. Also joining the show is Melissa Lott, partner general manager at Microsoft.* Together they look at the geopolitical tensions and US policy frameworks that are influencing investor confidence and support for innovation. And they ask the question: with the world clearly not on track to limit global warming to 1.5 degrees C, how can we get investment to flow into adaptation strategies to build long-term resilience. Can it be done? Listen to find out. *Melissa’s opinions in this episode are her own and do not reflect the opinions of Microsoft. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, April 04, 2025
How can the power industry meet the challenge of rising demand? | In a special live episode recorded at the American Clean Power association, we discuss how to meet America’s growing need for electricity
If President Trump’s tariff strategy succeeds in sparking a revival in US manufacturing, one consequence will be surging demand for power. We are already seeing electricity demand starting to pick up after 15 years of stagnation, driven by new data centers for AI and a wave of factory-building for semiconductors and batteries that is already under way. How can the electricity industry increase capacity to meet that growing demand and provide the power that the country needs? That’s the question for this special episode of the Energy Gang, recorded live in front of an invited audience at the headquarters of the American Clean Power association in Washington DC. Host Ed Crooks talks to Chris Shelton, the Chief Product Officer at AES, Travis Kavulla, the Vice-President for Regulatory Affairs at NRG Energy, and MJ Shiao, the Vice President of Supply Chain and Manufacturing at American Clean Power. They discuss whether electricity demand growth is really happening, which technologies are best placed to provide new supply, and who will end up paying for the investment needed to increase capacity. The Trump administration’s focus has been on “baseload” power, particularly new natural gas power plants. But there are reasons why they cannot be a complete solution. Renewable energy and battery storage also have important roles to play. The group also assess the impacts of changing energy policies under a Republican administration and Congress. What will be the fate of tax credits for low-carbon energy under the Inflation Reduction Act? And will moves to expedite permitting and environmental approvals make it easier to build all kinds of new infrastructure, including power and energy facilities, in the US? See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Tue, April 01, 2025
Is the US being left behind in the race to develop new clean energy technologies? BYD is selling EVs that can charge in five minutes | China is streaking ahead of the US in the energy transition race
The Chinese car company BYD, the world’s top-selling manufacturer of electric vehicles, is launching two models that can charge in five minutes; about the time it takes to fill a tank with gasoline. It’s news that looks like a landmark moment in the energy transition, the way that the release of the DeepSeek model was for AI. It’s another eye-opening breakthrough out of China that should have the US worried. Or is it? To explain the significance of this latest leap forward in Chinese technology, Ed Crooks is joined by Amy Myers Jaffe, director of the Energy, Climate Justice, and Sustainability Lab at New York University, and Robbie Orvis, senior director for modelling and analysis at the think-tank Energy Innovation. They debate the question: is the US being outpaced in the global race to innovate in clean energy technology? If the US has lost the automotive innovation race to China, what does that mean for US car companies? Robbie argues that the US auto industry needs solid policy support for domestic battery manufacturing to stay competitive. The Trump administration is relying heavily on tariffs: will that strategy be effective, or might it actually hinder progress in building a modern industrial base in the US? Amy calls for a shift in how US policy approaches innovation in the EV sector, and energy generally. Can the recipe that created the spectacular success of Silicon Valley be recreated in the energy industry? The gang also discuss the problems at Tesla. In the face of challenges in China and Europe, how will the company respond? Tune in for a lively discussion on these critical questions, and more. Join the conversation about the future of energy and innovation. Follow the show wherever you get your podcasts, and visit woodmac.com/podcasts for more information. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Tue, March 18, 2025
What does financial market turmoil mean for low-carbon energy?
Investors have gone sour on clean energy. In a troubled time for stock markets in general, where is the capital for energy flowing now? Host Ed Crooks is joined by Shanu Mathew, Senior VP and Portfolio Manager at Lazard Asset Management, and Amy Myers Jaffe, Director of the Energy, Climate Justice, and Sustainability Lab at NYU. Shanu returns to the show to break down how institutional investors, under pressure to deliver returns, are shifting strategies on energy. Amy shares insights on cleantech venture capital trends, and the factors that support investment in low-carbon solutions. With support for renewables under threat, and cutting-edge technologies facing mounting challenges, is the transition to low-carbon energy slowing down or recalibrating? Meanwhile, Big Oil companies are changing course on their decarbonisation strategies and approaches to addressing climate change. BP and Shell are pulling back from power and renewables and emphasising oil and gas investments instead, after pressure from investors. Are they adapting to market realities, or are they abandoning clean energy too soon? And what will their strategic shift mean for the rest of the industry and for the climate? Amy discusses the close ties between oil prices and capital flows into cleantech. Finally, there’s no end to the debate around AI’s evolving role in energy infrastructure. Electricity demand growth remains a dominant trend. The hyperscale data centre users, such as major tech firms, have emerged as key players in power demand. But trust issues persist between them and energy providers. The sector has a history of overestimating demand growth, leading to overbuilding. Are we in danger of going through that cycle all over again? See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Tue, March 04, 2025
Flexible, fast-responding and reliable – the growth of energy storage seems unstoppable. What could possibly go wrong?
Charge when it’s cheap, when energy is abundant, and discharge when the energy is needed. The role of energy storage will be critical to the transition to low-carbon technologies. It’s an exciting time in the industry, with spectacular growth in battery storage markets in the US and around the world, and it’s predicted to continue. “We’re in the hockey stick growth phase,” says Swetha Sundaram, VP of solar and BESS (battery energy storage systems) at RWE, and a co-author of ‘The BESS Book’. She joins Ed Crooks on the show to look at where that growth is coming from. The systems being built today mostly use lithium-ion technologies to store energy for a few hours. But there are huge opportunities for long-duration energy storage (LDES), too. The LDES Council, an industry group, estimates that the build-out of up to 8 TW of potential power supply from long-duration storage by 2040 represents a $4 trillion investment opportunity. Julia Souder is CEO of the LDES council, and she’s also on the show to talk about the next generation of storage. Julia, Swetha and Ed are also joined by Energy Gang regular Melissa Lott, a Partner General Manager at Microsoft. She’s a PhD energy systems engineer, and she explains the different roles short and long-duration energy storage will have in the energy transition and the power grid of the future. Follow the show wherever you’re listening, and reach out to us with feedback – we’re @energygangshow. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Tue, February 18, 2025
What do President Trump’s tariffs mean for energy? | The view from Washington and Canada
In 2018, President Donald Trump said “I’m a tariff man”, declaring they were the way to make America rich again. Six years on and just weeks into his second term, he is putting that philosophy into practice. President Trump has announced a barrage of new and increased tariffs on imports into the US, including a 10% levy on all goods from China. He has threatened 25% tariffs on imports from Canda and Mexico, although those were put on hold for a month. And he has announced a strategy of reciprocal tariffs, promising to match other countries’ barriers to imports from the US with equivalent levies on their exports. It is a time of turbulence. What does it mean for the energy transition? To analyse what all these actual and threatened tariffs mean for energy security, the economy and the climate, host Ed Crooks – Vice-Chair for the Americas at Wood Mackenzie - is joined by three policy experts from the US and Canada. Samantha Gross is the director of the Energy Security and Climate Initiative at the Brookings Institution in Washington, DC. Joseph Majkut is director of the Energy Security and Climate Change Program at the Center for Strategic and International Studies. And Andrew Leach is an energy and environmental economist at the University of Alberta. Together they discuss the Trump administration’s strategy, and where it might lead. How do the tariff plans align with President Trump’s goals for boosting energy production and driving down prices for consumers? What happens to complex international supply chains as tariffs rise? And where does this leave the global effort to curb greenhouse gas emissions? Samantha Gross says the situation is ‘”rotten for the climate”. Does she have a point? Let us know what you think. We’re on X, at @theenergygang. Make sure you’re following the show so you don’t miss an episode – we’ll be back in two weeks, Tuesday morning at 7am eastern time. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Tue, February 04, 2025
What does DeepSeek AI mean for energy?
It’s a historic moment in energy, with a leap forward in AI technology coming as the Trump administration sets a new direction for the US. The Energy Gang break down what it all means. When they make The Energy Transition – The Movie, the week of 27th January 2025 will be a pivotal scene. The Chinese AI company DeepSeek sent shockwaves through stock markets, as it revealed its model that apparently is capable of better performance than its competitors at a fraction of the cost. Host Ed Crooks talks through the implications for energy with regulars Amy Myers Jaffe of New York University and Melissa Lott of Microsoft. Together they discuss the market reactions to the launch of DeepSeek, shifting forecasts for AI demand, and the implications for the industry and for government. President Donald Trump has come into office putting emphasis on the importance of energy supplies for AI as a matter of national security. His administration wants more “baseload” power. But there is a debate on what that word means for a modern electricity system, and whether it even has any relevance. Do modern solutions for grid stability make talk of baseload power obsolete in 2025? Finally the gang review the flurry of executive orders signed by President Trump. Climate change is off the agenda as a priority for the US administration. What does that mean for energy, in the US and around the world? Follow The Energy Gang wherever you get your podcasts and go to woodmac.com/podcasts for more. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Wed, January 22, 2025
Does clean hydrogen have a future? Finding a role for hydrogen in a low-carbon energy economy
Hydrogen has been called the Swiss Army knife of energy, because it has so many potential applications, from home heating to heavy industry. But so far, deployment around the world has been slow. And in recent months there has been a series of setbacks for plans to use clean hydrogen to decarbonise energy systems. So what’s the problem? Is it unsuitable infrastructure, policy uncertainty, or fundamental challenges of physics and economics? Does hydrogen really have a role to play in the low-carbon energy system of the future? And if it does, what does the industry need to get there? To find out, host Ed Crooks is joined by Dr Melissa Lott, Partner General Manager in Energy Technologies at Microsoft, and Austin Knight, Vice President for hydrogen at Chevron New Energies. Hydrogen is not a one-size-fits-all solution, but it could help us tackle some of the toughest challenges in decarbonisation. It may be expensive, but in some sectors it looks like a more cost-effective solution for achieving net zero than any other option. For some proposed applications, it looks pretty clear that hydrogen is going to be a non-starter. But Austin says there are some sectors where it still has a viable future. Chevron is investing in hydrogen fuel suppliers and fuelling stations for heavy trucks across California, for example. As Melissa says, the infrastructure just isn’t there yet to make hydrogen a viable option today. But is it a case of “if” hydrogen becomes a commercial reality, or “when”? Find out here. We want to hear your thoughts and comments, so get in touch. We’re on X, at @theenergygang Or on BlueSky @woodmackenzie.bsky.social Subscribe to the show so you don’t miss episodes, out every second Tuesday at 7am ET. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Wed, January 08, 2025
What can we expect from energy in 2025? The people, places and technologies to watch this year
Host Ed Crooks is joined by regulars Amy Myers Jaffe and Melissa Lott to share their predictions for energy in 2025. They discuss the policy changes expected from Washington under the Trump administration, the crucial role for California as a leader in clean energy, the exciting new technologies that may be launched or ramped up this year, and the political and business leaders who will be shaping our future. The team also discuss some of the threats and challenges the energy industry could face this year. Amy warns that the wind sector is in trouble; is it really? And what about the wild cards: the unexpected events that could force everyone to reassess their plans? Melissa has concerns about the impacts of extreme weather: how will a warming world affect our lives? As the latest news on bird flu shows, the threat of another deadly pandemic is real; Ed analyses the risks. It’s going to be another tumultuous year in energy. To help make sense of it, get all the insights and analysis from us here. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Mon, December 23, 2024
The Energy Gang’s Review of the Year in energy
China’s booming EV industry, AI and clean energy, questions over hydrogen, and the other big stories from 2024. To round off a momentous year for clean energy, Ed Crooks is joined by regulars Melissa Lott and Amy Myers Jaffe to reflect on the highs and lows of 2024. The gang revisit the predictions they made in January, share their highs and lows for the year, and talk about their favourite episodes of 2024. And, as is fast becoming a tradition on the show, we finish the year with some relevant holiday gifts. Some of our predictions for 2024 were spot on, but others were slightly off. The team discuss the continued rise and rise of China’s largest electric vehicle company BYD, and look ahead to what 2025 holds for the EV industry. Amy predicted big things for hydrogen this year, as did Melissa for geothermal. Did these fast-moving sectors hit the heights that they expected? And where do they go from here? There were some real lows in 2024, mostly related to international politics and conflict. But there were also some much more positive trends related to the energy transition, including the spread of low-cost solar panels and battery storage around the world. As for The Energy Gang: we had plenty of high points through the year. Amy, Melissa and Ed choose the episodes that they most enjoyed taking part in – and listening to – in 2024. Subscribe to The Energy Gang so you don’t miss the first show of 2025, where Ed, Amy and Melissa will look ahead to what promises to be another massive year for clean energy. Listen back to the shows mentioned in the episode: • Is There an Energy Transition? (April) • Cleantech Entrepreneurs at NYU (Climate Week, September) • The Future of AI and the Grid (November) The articles Melissa mentioned: https://www.power-eng.com/renewables/fervo-energy-claims-70-reduction-in-geothermal-drilling-time-2/ https://www.eenews.net/articles/blm-approves-massive-geothermal-project-moves-to-ease-permitting/ This episode is brought to you by Enbridge. Listen to Enbridge and GZERO’s podcast Energized: The Future of Energy at GZEROmedia.com/theenergygang See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Tue, December 10, 2024
Bonus episode from COP29: Getting real about methane emissions
More than 100 countries have pledged to cut methane emissions, with not much to show for it so far. What is being done to change that? Methane – the main component of natural gas – is the second most significant greenhouse gas, after carbon dioxide. It accounts for about 30% of all the human-induced warming the world has experienced since the 19th century. At COP26 in 2021, many countries got together to launch the Global Methane Pledge, to drive action on reducing emissions. There are now 111 countries, accounting in total for almost half of global methane emissions, that have signed up to that pledge. Their goal is to reduce global methane emissions by 30% by 2030. So how much progress has been made in the past few years? Not a lot, is the answer. Instead of starting to decline to meet that targeted 30% reduction, methane emissions have actually been going up. At COP29 in Baku, Azerbaijan, last month, methane was one of the key items on the agenda. Many people there were talking about ideas for bending the curve, to get methane emissions heading in the right direction at last. While he was at the conference, host Ed Crooks talked to Henrique Bezerra, the regional lead for Latin America for the Global Methane Hub. That's an organization backed by philanthropic money that works on practical projects to cut methane emissions. Henrique discusses the options available to tackle the problem. Ed also talked to a key figure working to change one of the largest sources of methane emissions: the global oil and gas industry. Bjorn Otto Sverdrup is the chair of the executive committee for the Oil and Gas Climate Initiative, a group backed by 12 big international oil and gas companies that works on reducing emissions. He's also the head of the secretariat for a larger group that has signed up for the Oil and Gas Decarbonisation Charter. That includes more than 50 big oil and gas groups, including many leading national oil companies from emerging economies, that have pledged to work together to reach net zero emissions from their operations by 2050. What are companies really doing to cut emissions? What strategies and technologies can help detect and prevent leaks of methane? And how can carbon markets play in role in reducing emissions? Ed and his guests discuss those questions, and assess whether their efforts will start to pay off in time to hit the goals that so many countries have set. This episode is brought to you by Enbridge. Listen to Enbridge and GZERO’s podcast Energized: The Future of Energy at GZEROmedia.com/theenergygang See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info</a
Wed, November 27, 2024
What happened at COP29?
The climate talks agreed a $300 billion finance deal. Not everyone is happy about it. The COP29 climate talks in Baku, Azerbaijan, finally ended around 5.30am on Sunday morning, almost 36 hours after they had been originally scheduled to close. The good news was that the negotiators representing about 200 countries agreed a deal on climate finance: flows of capital from developed countries to low and middle-income countries, to help them cut emissions and adapt to a warming world. The bad news was that many countries felt the amount agreed – $300 billion a year by 2035 – was much too low. India and other developing countries had suggested a sum of $1 trillion or more a year was needed. Ed Crooks, now back home after attending the talks, is joined by Energy Gang regulars Melissa Lott, the partner general manager for energy technologies at Microsoft, and Amy Harder, the executive editor of the energy and climate news service Cipher. They discuss the outcomes from the negotiations: what was agreed and what it means. We also hear from Amy’s colleague Anca Gurzu, who was following all the action at the talks in Baku. This conference was billed as “the finance COP”. If it had failed to agree a deal on finance, that would have been disastrous for the international effort to tackle climate change through the UNFCCC. But with a deal offering so much less than the amounts that developing countries had been hoping for, where does COP29 mean for the global energy transition? And as we look ahead to the crucial COP30 in Brazil a year from now, can we expect the countries of the world to commit to more ambitious goals for cutting emissions? See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Thu, November 21, 2024
Live from COP29: One weird trick to solve our energy problem
As policy changes course in the US, is energy efficiency the key that can unlock a sustainable future? In our latest episode from the COP29 climate talks in Baku, Azerbaijan, host Ed Crooks talks to our guests about the challenges facing the energy transition, including the far-reaching implications of a second Trump administration, as asks whether getting smarter about the ways we use energy can be part of the solution. In the first part of the show, Ed welcomes back Vijay Vaitheeswaran, Global Energy and Climate Innovation Editor at The Economist. He and his team have a couple of big pieces in the latest edition, giving their views on the outlook for the transition in the US and around the world. They are joined by Zach Friedman, Senior Director of Federal Policy at Ceres, which is a US-based group that works with investors and businesses in sustainability issues. The trio discuss how US energy policy is likely to change under the Trump administration and a Republican-controlled Congress. They debate whether innovative mechanisms such carbon tariff for the US that is like the European carbon border adjustment mechanism could help align the administration’s economic objectives with climate goals. They highlight some hopeful signs for clean energy development, including the prospect of permitting reform that could expedite infrastructure projects. And they also explore why energy efficiency—a critical yet often overlooked component of the energy transition—could unlock massive cost and emissions savings while paving the way for renewable energy growth. Later in the episode, Ed speaks with Jon Creyts, CEO of RMI, which describes itself as a “think-tank, a do-tank and a scale-tank”. He makes a compelling case for why energy efficiency is the "first fuel" of the transition: the best fuel of all is the fuel you don’t need. He argues for the central role of efficiency in reducing emissions, lowering costs, and supporting renewable energy targets. At COP28 in Dubai a year ago, the world agreed a goal of doubling of global energy efficiency improvement rates by 2030. So far it has not made any progress towards that goal. But with innovative approaches such as modular retrofits for housing, Jon illustrates how leadership and vision can dismantle structural barriers, making energy efficiency a linchpin of the low-carbon transition. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Mon, November 18, 2024
Live from COP29: Everyone is talking about climate finance. What do they mean?
How a deal at the climate talks could make a real difference to the energy transition In our latest episode from the COP29 climate talks in Baku, Azerbaijan, Ed Crooks explores the challenges and opportunities of mobilizing climate finance to support the energy transition in emerging markets. As the "Finance COP", COP29 is under pressure to deliver concrete outcomes on climate finance. The goal is an agreement that could mean $1 trillion a year or more flowing from rich countries to low and middle-income countries, to finance cuts in greenhouse gas emissions and investments to help communities adapt to the impacts of climate change. But what does climate finance really mean for countries tackling the climate challenge? And how can innovative funding solutions and systemic reforms ensure that financing reaches the countries and projects that need it most? On this episode, Ed is joined by Raquel Moses of the Caribbean Climate Smart Accelerator, which helps low-carbon energy projects in the region find commercial backers. She emphasizes the importance of disaggregating climate finance into grants, equity, concessionary loans, and other forms of lending, and explains why it is so important for everyone at COP29 and beyond to be clear about what they mean when they talk about it. Clarity on funding is critical for clearing obstacles to project development, particularly in the Caribbean and other emerging markets. Ben Attia of Allied Climate Partners also joins the discussion. He highlights the shortage of bankable projects in emerging markets, and explains how his organization deploys philanthropic capital to de-risk early-stage infrastructure developments. By preparing projects for commercial investment, ACP helps bridge the gap between available funding and viable projects. Raquel and Ben argue that addressing systemic issues, including the lack of early-stage equity investment, the complexity of aggregating small projects, and the risks associated with currency fluctuations in emerging markets, are essential to unlocking the $1 trillion-plus in annual climate finance needed to meet global goals. Finally, Ed talks to JP Thia, lead economist of the Asian Infrastructure Investment Bank (AIIB), to discuss the particular challenges for climate finance in Asia. It’s a region with large and often fast-growing economies, with a hunger for increased energy supply. JP discusses the importance of pairing climate goals with economic development, to align incentives and drive participation from the Global South. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .<
Fri, November 15, 2024
Live from COP29: Are businesses still driving the energy transition?
As many nations face challenges in meeting their Paris Agreement goals, some businesses are stepping up to fill the gap. Climate action is not just a responsibility but a lucrative opportunity In this latest episode of The Energy Gang from COP29 in Baku, Azerbaijan, Ed Crooks explores the critical role of businesses in addressing climate change. He talks to business leaders and experts about the challenges and opportunities facing companies at the forefront of climate action. Ed and his guests explore how industries such as steel, chemicals, and transportation are innovating to transition to low-carbon solutions. Nicolette Bartlett of the CDP, the disclosure platform for carbon and other environmental impacts, says the business opportunities in addressing climate change have soared in recent years. Companies with emissions reduction goals want to drive decarbonization of their supply chains, creating new markets for businesses that can shrink their carbon footprints. Mike Train, the Chief Sustainability Officer of Emerson, one of the world’s leading industrial automation groups, says his company is still committed to a roadmap for achieving 100% renewable electricity and net-zero emissions by 2030. Mike explains how transparency, innovation, and employee engagement are key to balancing investment costs with long-term growth. Finally, Ed is joined by the leaders of two groups that work with blue-chip companies including Amazon, Google, Ikea and Netflix. Maria Mendiluce, of the We Mean Business Coalition, and Johan Falk, of the Exponential Roadmap Initiative, discuss why businesses are pivotal in shaping global climate policies. From lobbying for ambitious targets to fostering collaboration across value chains, companies are driving progress even amid geopolitical and economic uncertainties. The episode also explores the connections between government policies and corporate strategies. Businesses need consistent regulations and financial frameworks to unlock investments and accelerate the transition to renewable energy and sustainable practices. As COP29 continues, the focus remains on achieving an ambitious deal on climate finance to support developing countries and emerging economies. The conversations from this episode underscore the need for public and private sector efforts to work together to deliver real change. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Thu, November 14, 2024
Live from COP29: How US states will keep up climate action under a Trump administration
A special COP29 episode exploring the power of states, regions, and cities to advance the energy transition amid uncertain national policies In this special episode of The Energy Gang from COP29, Ed Crooks brings together a panel of expert guests in Baku, Azerbaijan, to discuss the global implications of the US election and the growing importance of state-level leadership in climate action. He is joined by Wade Crowfoot, California's Secretary for Natural Resources; Travis Kellerman, Senior Climate Policy Advisor to New Mexico's Governor, and Jessica Trancik, a professor at the Institute for Data, Systems and Society at MIT. Ed and his guests explore the evolving dynamics between US states and federal policy in the face of a second Trump administration’s likely withdrawal from the Paris climate agreement. The panel discuss the role of US states as climate pioneers, especially as federal support wanes. California and New Mexico, along with other climate-active states, are championing clean energy policies, pushing for renewables and other low-carbon infrastructure, and setting emissions standards that other states and countries will follow. Wade and Travis talk about the differences and similarities between the challenges they face, and their individual and collective responses. Some of their ideas, including permitting reform, may be aligned with the priorities of the Trump administration. Others such as stricter vehicle emissions standards, will not. One area that could offer scope for co-operation between the federal government and climate-forward states is the need to boost electricity supplies for artificial intelligence, which is a priority for national security as well as economic growth. Jessica Trancik explains the potential innovative approaches to power data centers from clean energy sources. Helen Clarkson, CEO of The Climate Group, also joins the show to share insights from her work, highlighting how states, cities, and regions around the world are forming coalitions that share knowledge and drive ambitious climate commitments. The gang also provide their thoughts on COP29 as a platform for international dialogue and collaboration, and discuss the importance of these gatherings for holding governments accountable and inspiring innovation in climate action. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Tue, November 12, 2024
Live from COP29: climate finance at the forefront
The role of development banks in climate finance The COP29 climate talks in Baku, Azerbaijan, have climate finance at the top of the agenda. As global leaders and experts gather to deliberate on pathways to a sustainable future, the focus is on how funding from richer nations might facilitate decarbonization and resilience in poorer and middle-income countries. These discussions are not just about altruism, but recognize the economic interdependence and shared benefits of global climate action. Put simply, poorer countries need financial help to commit to ambitious goals for curbing greenhouse gas emissions. Development banks have emerged as pivotal actors in the climate finance landscape. Defined by their mandate to lend money for social and economic development on a not-for-profit basis, these banks are uniquely positioned to leverage limited resources for maximum impact. For example, with every dollar invested, a development bank can secure an additional seven to nine dollars from capital markets, a feat not readily achievable by direct government funding. Harry Boyd-Carpenter, Managing Director for Climate Strategy and Delivery at the European Bank for Reconstruction and Development, and Avinash Persaud, Special Advisor on Climate Change at the Inter-American Development Bank, join our host, Ed Crooks to highlight that development banks are central to the current climate finance discourse. Their ability to mobilize large sums of money and finance long-term, low-cost projects makes them indispensable to the climate goals set at COP 29. Champa Patel, Director for Governments and Policy at the Climate Group, also joins the discussion. She points out that although there is much at stake, the multitude of unresolved issues makes optimism challenging. Even so, the potential benefits of achieving a robust and effective climate finance mechanism justify the effort and dedication of all involved. The goals are ambitious, but the path ahead is fraught with challenges. Key issues include defining what constitutes climate finance, setting a quantitative goal, determining who can access these funds, and on what terms. The lack of consensus on these crucial aspects makes the discussions at COP 29 particularly intricate. Listen to our first in a series of episodes recorded live from COP29 in Baku for all of the key developments, insights and commentary from this important global event. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Mon, November 11, 2024
What’s next for energy after the US elections?
President Trump plans a sharp change of direction The US elections last week are set to transform the energy landscape, with the Republicans now in control of the presidency, the Senate, and likely the House of Representatives. They intend to set a new direction for energy policy, emphasising affordability and reliability over sustainability and climate. In this special episode of The Energy Gang, we explore what this shift means for the American energy sector and the potential implications for both domestic and global markets. Host Ed Crooks is joined Amy Myers Jaffe, Director of the Energy, Climate Justice and Sustainability Lab at New York University; Robbie Orvis, Senior Director at the think-tank Energy Innovation, and a new voice on the show: Ray Long, President and CEO of the American Council on Renewable Energy (ACORE). Their discussion gives a preview of what we can expect over the next four years. They debate how a new set of priorities in Washington will affect low-carbon energy sectors including wind, solar and storage, as well as carbon capture, hydrogen, and nuclear energy. What will happen to the Inflation Reduction Act’s tax credits, which are crucial to the outlook for renewables? How will national security policy and the rise of artificial intelligence shape the new administration’s thinking. What is the outlook for the US vehicle industry as Chinese EV sales boom? And how could President-elect Trump’s tariff plans affect all energy sectors, both low-carbon and high-carbon? Tune in for answers to all these questions, and to gain a comprehensive understanding of the evolving energy policy landscape. As negotiators gather for the COP29 UN climate talks in Baku this week, the future of the US under a new administration is going to be top of mind for everyone. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Tue, October 29, 2024
The trouble with transformers
Electricity grids rely on transformers. Shortages are slowing down the transition to clean energy. Transformers are such commonplace pieces of local infrastructure that most people barely notice them. In America, they include those dustbin-shaped objects on poles for power lines, and in the UK they are those rectangular boxes on the pavement. But transformers have a critical function in making the electricity grid work, and they also play a vital role in the energy transition, too. If you want to add new generation to the grid, or increase local power supplies so people can charge their EVs, very often you are going to need transformers. And right now, getting hold of them is not easy. So why are these crucial pieces of kit in short supply? And how can we get more of them? To discuss this critical question, host Ed Crooks is joined by his Wood Mackenzie colleague Xizhou Zhou, Head of Power and Renewables. Xizhou has a whole lot of data on the scale of the problem, including how long you have to wait to get hold of a transformer, and how much prices have been going up. They are joined by Energy Gang regular Melissa Lott, who until very recently was a professor at Columbia University’s climate school. And we also have a newcomer to the show: Travis Edmonds, the Head of Supply Chain Management for North American Transformers at Hitachi Energy. Working out how to get transformers to people who need them is how he spends his days, so there is no-one really better qualified to explain the realities of the shortage and suggest ways to fix it. It's a complicated subject, with many different aspects to it and many different perspectives on the problem. And it is one of the issues that will decide the future of clean energy, in America and around the world. The Energy Gang break it down, make sense of it all, and explain where they think the industry is headed now. Keep listening to the end of the episode to find out about Melissa’s new job! For more information on the Wood Mackenzie multi-client study ‘Making the Connection: Meeting the electric T&D supply chain challenge’, visit: https://www.woodmac.com/products/supply-chain-intelligence/multi-client-study-meeting-electric-td-industry-challenges/ This episode is brought to you by Enbridge. Listen to Enbridge and GZERO’s podcast Energized: The Future of Energy at GZEROmedia.com/theenergygang See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Tue, October 15, 2024
Why is it so hard to find a charger for your electric vehicle?
To make the leap from niche products to the mass market, electric vehicles need to reassure potential buyers that they have enough range and enough charging options that they won’t get stranded by the side of the road with a flat battery. Amy Myers Jaffe, director of the Energy, Climate Justice, and Sustainability Lab at New York University, has been suffering repeated frustrations in her search for working charging points for her EV. If the charging companies can’t get this right, it will be a big problem for expanding the market for EVs, and Amy is looking for answers. In this episode Amy joins host Ed Crooks to discuss EV charging in the US, tacking issues including: Is the industry growing fast enough? Where should new charging stations be built? What technology will they be using? Stepping in to give a perspective from the EV charging industry is Mike Battaglia, COO (and soon-to-be CEO) of Blink, a global leader in electric vehicle charging systems. He dispels some myths about EVs, and shares some of his predictions about the future of the charging industry. Together Ed, Amy and Mike talk about the rise of charging stations, both in the US and around the world. Mike explains Blink’s business model, and talks about his plans for the company. They explore the challenges in public EV charging, from software glitches to maintenance issues, and discuss how companies are stepping up to solve them. An EV is just one part of a complex system that includes charging points, power grids and generators, just as a gasoline vehicle is part of a system including filing stations, refineries, pipelines and oilwells. For EVs to succeed, the industry has to persuade customers to switch over to that new and unfamiliar system. Can the charging sector address those significant challenges and ease customers’ concerns? To keep up to date with everything we discuss on the show, and more, sign up for the newsletter the Inside Track. Let us know what you think. We’re on X, at @theenergygang . Subscribe to the show so you don’t miss any of the discussions. Available on Apple Podcasts or Spotify , or wherever you get your podcasts. Listen to Enbridge and GZERO’s podcast Energized: The Future of Energy at gzeromedia.com/theenergygang See Privacy Policy at https://art19.com/privacy and California Privacy Notice at <a href="https://
Tue, October 01, 2024
The key takeaways from NY Climate Week, with Climate Group CEO Helen Clarkson
The Energy Gang wraps up Climate Week in New York, after six days of debates, discussions, initiatives and pledges. Scheduled alongside the UN General Assembly, Climate Week brought together leaders from business, policy, finance, academia and activism to share ideas and push forward real solutions for climate change. Host Ed Crooks sits down with Helen Clarkson, CEO of the Climate Group which organizes Climate Week, to talk about the big stories that emerged from the week. Climate Week has evolved from a small business-focused event to a larger platform, engaging diverse sectors in climate action. This year it included about 900 separate events, attended by an estimated 100,000 people. Helen explains the evolution of the event, and its shift of focus from the question of why companies should act on climate, to ideas for implementing solutions. Regulations that obstruct investment in low-carbon energy are emerging as one of the biggest challenges in the transition, and Helen and Ed discuss how to break down these barriers and facilitate the growth of renewables. Support from tech companies and other businesses for the development of clean energy was a key theme through the week. The launch of the 24/7 carbon-free coalition of energy buyers, backed by the Climate Group, was one of the big announcements of the week. Ambassador Geoffrey Pyatt, US Assistant Secretary of State for Energy Resources, also joins the show to discuss the Biden administration’s role in supporting Ukraine's energy security amid the ongoing conflict with Russia, and the importance of building a resilient energy infrastructure. He says one of the key issues at his meetings at Climate Week has been the importance of the supply chain for critical minerals, and the need to reduce dependence on China by creating new capabilities for mineral extraction and processing. Plus, Ed and Ambassador Pyatt debate the role of the U.S. in leading the energy transition globally. Find all our Climate Week reporting on The Energy Gang, wherever you get your podcasts. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Thu, September 26, 2024
Climate Week NYC special: Entrepreneurs in cleantech tell their stories
The transition to a low-carbon energy system will need a lot of people with bright ideas for how to do things differently. It is the greatest business challenge of our time, and also the greatest opportunity. In this latest special edition of the Energy Gang for Climate Week NYC, Ed Crooks and Amy Myers-Jaffe host a live taping of the show in front of an audience of Amy’s students at NYU. Joining them on the show are two founders of innovative cleantech companies. Marissa Beatty leads Turnover Labs, which is developing an advanced electrolysis process that can directly convert impure carbon dioxide wastes into valuable chemicals. Apoorv Sinha leads Carbon Upcycling Technologies, which uses industrial carbon dioxide emissions, combined with natural materials or industrial wastes, to create new materials with improved performance and lower emissions. Together they tell their stories of innovation and entrepreneurship, discussing the obstacles they faced, the support that helped them, and the strategies they used on their journeys from laboratory tests to commercial deployment. Also on the show is one of the biggest names in the world of cleantech venture capital investment: Dan Goldman, Co-Founder and Managing Partner of Clean Energy Ventures, which invests in early-stage cleantech companies that are working to reduce greenhouse gas emissions. Along with Marissa and Apoorv, he talks about the role of venture capital funding in the transition, and how policy can support innovative new businesses. A consistent policy frameworks is vital to foster long-term growth in the clean energy sector, but is that at risk in the US? The team offer words of wisdom for anyone thinking of trying to launch their own cleantech startup. If you want to help fix the climate problem while making money at the same time, what do you really need to know? Dan, Marissa, Apoorv and Amy have some answers. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Wed, September 25, 2024
Climate Week NYC special: Can the US electricity system meet the challenges it faces?
The US is entering a new era of electricity demand growth, after two decades of flatlining consumption. It is a shift that has huge implications for consumers, the industry and climate goals. Ed Crooks hosts a special live edition of the podcast, recorded at NYU for NY Climate Week, to debate the risks and opportunities in this new world for US power. On the panel: Caroline Golin, Global Head of Energy Market Development and Innovation at Google Kate Gordon, Chief Executive of California Forward Amy Myers Jaffe, Director of NYU's Climate and Sustainability Lab Xizhou Zhou, Head of Power Renewables at Wood Mackenzie Together they discuss the double-edged sword that is AI. It can drive increased efficiency throughout the energy industry, but also creates greatly increased demand electricity. Caroline discusses Google's commitment to achieving 24/7 carbon-free energy for its data centers, and advocates for innovative business models to support clean energy goals. Kate explains how extreme heat, electrification, and the push for decarbonization are reshaping energy needs. Balancing economic growth with climate resilience, job creation, and community engagement is a difficult challenge. How can it be done? Xizhou argues that the US has been unprepared for the recent surge in energy needs. How can the nation build out new infrastructure to alleviate the tensions and bottlenecks that are emerging? See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Tue, September 24, 2024
What is the role that the oil and gas industry should play in the energy transition? Does it have one?
We kick off our series of podcasts at Climate Week, by looking at the role that the oil and gas industry can play in the energy transition. Host Ed Crooks is joined by Bjorn Otto Sverdrup, who chairs the executive committee of the Oil and Gas Climate Initiative, a group backed by 12 of the world’s largest oil companies that works on ways to reduce emissions. Oil and gas companies play a crucial role in providing the energy the world needs today. But the transition means shifting to lower-emitting sources and technologies. So can the oil and gas industry really play any constructive role in our energy future? Bjorn says the industry's challenge is twofold: using its capital and capabilities to develop new, lower-carbon energy solutions, while at the same time work to improve the existing energy system to reduce emissions. In the short term, reducing methane emissions is one of the most important actions the oil and gas sector can take to combat climate change. Also joining the show is Gernot Wagner, a climate economist at Columbia university. He argues that while getting methane emissions down is important, there’s a need for more long-term, large-scale, thinking. Immediate emissions reductions of 5% or 15% may be great, but not if they distract from the more ambitious goals of getting to 90% or 100% reductions. Switching to a more efficient gas furnace may cut emissions now, but it locks in fossil fuel dependence for decades. Instead, transitioning to electric solutions such heat pumps is essential to achieve the full reduction needed over the coming decades. The gang open the Climate Week discussions with a debate on this short-term versus long-term goal-setting. What short-term fixes make sense? Are we letting the perfect be the enemy of the good? What kind of price on carbon do we need? And what exactly is the long-term role of the oil and gas industry as we move to net zero? Let us know what you think. We’re on X, at @theenergygang. Subscribe to the show so you don’t miss any of the Climate Week discussions. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Tue, September 17, 2024
How to stop America’s outdated grid holding back the deployment of clean energy
There’s no transition without transmission, they say. It’s a cliché because it’s true. The US Department of Energy says that the nation will need to expand transmission capacity by 60% by 2030 to meet growing clean energy demand. A recent study found that delays in transmission development are adding $2.5 billion annually in additional costs to consumers due to the inefficiencies of the current grid. So why is building transmission lines in the U.S. so hard? To find out, host Ed Crooks and regular guest Amy Myers-Jaffe of NYU are joined by Christina Hayes, Executive Director of Americans for a Clean Energy Grid. Her organization, which is backed by clean energy and tech companies and environmental groups, works to “expand, integrate, and modernize the North American high-voltage grid.” Christina explains some of the complexities of building new transmission lines in the US, taking us through the regulatory, local, and state barriers that slow down the development of new capacity that is essential for the growth of renewable energy. The Manchin-Barrasso Bill, legislation proposed in the Senate to expedite the construction of new energy infrastructure in the US, has been generating some heated debate. Could the proposals be a game-changer for infrastructure development that will accelerate deployment of clean energy and help cut emissions? Or do they give too much to fossil fuel interests relatives to the potential gains for renewables? The gang debate the pros and cons of the bill, and how much impact federal legislation can have when so many barriers exist at the local level. They also discuss some of the other key issues for the grid. FERC Order 1920 was issued in May: what is it, and why is it so significant for transmission planning? And advanced transmission technologies: how can innovations such as reconductoring and grid-enhancing technologies make the grid stronger and more flexible, and what obstacles are in the way of these investments? To keep up to date with everything we discuss on the show, and more, sign up for the newsletter the Inside Track: www.woodmac.com/nslp/the-inside-track/sign-up/ The article Ed mentions early on in the show is here: https://www.cleanenergygrid.org/fewer-new-miles-2024/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Tue, September 03, 2024
The rise of AI means surging investment in electricity supply. What will that mean for customers?
The need to meet increased demand while cutting emissions is exposing some fundamental issues in the industry. It’s common knowledge that data centers use a lot of energy, and will use even more in the future as AI applications develop. One thing is not clear, though: who will end up paying for all that extra electricity? US utilities typically used to receive perhaps one or two large customer requests – meaning 20 megawatts or more – each year. Now, they may be receiving one or two of those requests every week. The need for increased electricity supply means increased investment in generation, transmission and distribution. And that investment has to be paid for. So who is going to end up picking up the tab? To find out more, Ed Crooks is joined by regular guest Dr Melissa Lott, a professor at the climate school at Columbia University, and Brian Janous, co-founder and CEO of Cloverleaf Infrastructure, which develops sites that can support large energy-dense users such as AI data centers and chip manufacturing plants. With 12 years previously leading energy strategy for Microsoft, Brian is well placed to answer the big questions on energy demand, investment and customers’ bills. With Melissa and Ed, he explains how the industry can balance the need to increase supply with the need to achieve decarbonization targets. What role does flexibility play in a highly electrified system, and how can it be leveraged to enhance grid reliability and resilience? Can the ambitious sustainability goals of tech companies like Microsoft and Google be achieved in the face of their rapidly growing demand for power, and what compromises might need to be made? And is nuclear power a source of 24/7 clean energy that could plug the demand gap? The gang debate its efficacy as a long-term solution to the energy needs of Big Tech. Meeting the energy demand for AI is a complex topic. The Energy Gang will be exploring it further in a special episode recorded live at New York Climate Week, September 22-29. If you can’t make it to New York for what is one of the energy industry’s biggest events of the year, subscribe to the show so you don’t miss the discussion. Ed and regular guest Amy Myers-Jaffe of NYU will be speaking with Caroline Golin, Global Head of Energy Market Development and Innovation at Google, and Kate Gordon, the CEO of CA FWD, a statewide organization dedicated to building a more sustainable, resilient and inclusive economy in the state of California. Subscribe to the show so you don’t miss an episode. Find us on X – we’re @ theenergygang To keep up to date with everything we talk about on the show, sign up for our weekly Inside Track newsletter. You’ll get extra analysis from Wood Ma
Tue, August 20, 2024
The next stage of the IRA: permitting reform
The (shrewdly named) Inflation Reduction Act has been called the most significant climate legislation ever passed in the US. When it did pass, in 2022, the critical vote was cast by senator Joe Manchin from West Virginia. Now in office as an independent, he and Republican senator John Barrasso from Wyoming came together to put forward a bill which advanced out of the Senate committee stage earlier this month. It’s meant to clear away some of the regulatory and legal obstacles that delay and deter infrastructure projects, including renewable energy and power transmission lines. It’s faced criticism from environmental groups but support from the American Clean Power Association and the oil and gas industry. To unpack what it means for the rollout of renewables, Ed Crooks is joined by Melissa Lott, professor at The Climate School at Columbia University in New York, and Emily Grubert, an Associate Professor at the Keough School of Global Affairs at Notre Dame University. Together they examine the bill, and discuss the impact it could (if passed) have on production targets for wind and solar on federal lands. In January President Biden paused approvals for pending and future applications to LNG exports. The proposed Manchin/Barrasso bill would end this pause. Emily gives her take on this; she wrote recently that the US needs a ‘a coherent national strategy for the role of natural gas in the US energy system’. What does that strategy look like? Plus, the gang debate what needs to happen for carbon removal to make a real impact on net zero goals. Emily says that ‘market-based, unconstrained, and for-profit CDR presents fundamental and predictable risks for climate and justice goals.’ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Tue, August 20, 2024
Can America build new energy projects faster? Should it?
Proposed permitting reforms could accelerate both renewable energy projects and new fossil fuel infrastructure. Is that a good deal for the climate? The Inflation Reduction Act (IRA) is seen as the most significant climate legislation ever passed in the US, because of the array of new, expanded and extended tax credits it offers for low-carbon energy. But when it was passed in 2022, the critical vote in the Senate was cast by Senator Joe Manchin from West Virginia, and he always saw the IRA as just Part One of a two-part strategy. The second part would be to reform the processes for approving new infrastructure projects, to make it quicker and easier to deploy low-carbon energy technologies. The quid pro quo would be that the reform would also expedite the production and processing of fossil fuels. Senator Manchin is co-sponsoring a bill to deliver those reforms with Senator John Barrasso, a Republican from Wyoming, and their proposed legislation has been making progress in the Senate. It has faced criticism from environmental groups, but found support from both the renewables and oil and gas industries: the American Clean Power Association and the American Petroleum Institute. To unpack what the proposal could mean for the future of energy in America, Ed Crooks is joined by Melissa Lott, professor at the Climate School at Columbia University in New York, and Emily Grubert, an Associate Professor at the Keough School of Global Affairs at Notre Dame University. Together they examine the bill and discuss the impact it could have both on wind and solar power, and on gas pipelines and LNG plants. One provision in the bill would end the Biden administration’s “pause” on new approvals for LNG exports. Emily has been studying the issue, and shares her views. She wrote recently that the US needs a new “national strategy” for the role of gas in the energy system. What might that strategy look like? Plus, the gang debate what needs to happen for carbon removal to make a real difference to achieving our net zero goals. Emily warns that for-profit carbon dioxide removal “presents fundamental and predictable risks for climate and justice goals”. What are those risks, and – given that carbon removal looks likely to be needed – how can we minimize them? See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Tue, August 06, 2024
The extraordinary resurgence of concentrated solar power
Complex, outdated, expensive: concentrating solar power used to be a clunky way of harnessing the sun. What’s changed to now make it viable? Concentrating Solar Power, or CSP, takes energy from the sun, converts it to heat, and uses it to drive a turbine to provide renewable electricity. It has more moving parts than photovoltaic (PV) solar – which has none – so there is more that can go wrong. But it has the big advantage that the heat can be stored for days, weeks and even months, meaning that CSP can support grid stability even when the sun isn’t shining. Its real competition isn’t PV solar, but other “clean firm” power sources such as geothermal. The US Department of Energy is funding 25 projects in this area, with almost $100 million to research and develop CSP technologies. To discuss the technology and the viability of a process that’s been trying to get off the ground in the US for decades, Melissa Lott and Amy Myers-Jaffe are joined by Dr Matt Bauer from the Solar Energy Technologies Office. They explore the different generations of CSP technology, with Gen 3 focusing on higher temperature heat and more efficient power cycles. The steep learning curve and capital intensity of CSP plants is a particular barrier to deployment at the moment, as is the risk associated with building large thermal plants. The potential for CSP to bridge seasonal energy storage gaps is there; unlocking it is the problem. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Tue, July 23, 2024
How global trade can help build the clean energy economy
As the world struggles to co-operate on the energy transition, international trade rules can be a foundation for the new low-carbon economy. Ed Crooks is joined by regular guest Amy Myers-Jaffe, Director of New York University’s Energy, Climate Justice, and Sustainability Lab, and new guest on The Energy Gang: Dan Esty, who is the Hillhouse Professor of Environmental Law and Policy at Yale University. Dan goes a long way back in clean energy: he was on the US delegation that negotiated the original Framework Convention on Climate Change back in 1992. And he has recently been working for Ngozi Okonjo-Iweala, Director-General of the World Trade Organisation, to develop a sustainability strategy for the global trading system. Dan argues that the trade system may be the best way to get everyone in the world, and businesses in particular, to “lock arms and move together” to decarbonize the global economy. The goal is to make sure that “no one's competitively disadvantaged by stepping out in front of the pack when it comes to this movement to a clean energy future." Ed, Amy and Dan explore this concept in this week’s show. The trade system provides a structured framework of rules that can enforce environmental standards globally. By integrating these standards into trade policies, countries can be encouraged to adopt low-carbon technologies without fearing competitive disadvantages. Businesses and countries are reluctant to switch to clean energy if they think their competitors won't do the same. Trade rules can make sure everyone plays fair. What’s more, a reformed trade system that promotes clean energy technologies can also create economic opportunities around the world. The gang discuss how new rules could help developing countries. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Tue, July 09, 2024
Are low profits to blame for the energy transition lagging?
Author of ‘The Price Is Wrong’, Brett Christophers, joins the show to discuss the theories in his book. On a recent episode of the show, host Ed Crooks was joined by Melissa Lott and Joseph Majkut to discuss two books that were generating a lot of interest in energy circles. One of those, The Price Is Wrong , argues that inadequate profitability is the key reason why the transition to low-carbon energy is not moving fast enough to address the threat of global warming. There are plenty of interesting and provocative points raised in the book, so it made sense to hear them direct from the source. Ed and Melissa are joined by author and academic Brett Christophers to dissect the main points: the challenges and obstacles faced by renewable energy projects in terms of profitability and investment, and the true impact of these on progressing the energy transition. Christophers says that low returns in renewables are a result of competition, volatility in wholesale power markets, and the design of energy markets – ‘returns are lower in renewables because there’s too much money chasing too few projects.’ Ed and Melissa weigh in with their thoughts on this. Plus, they discuss the importance of market design, the role of power purchase agreements, and the need for stability in renewable energy projects. There’s a definite need for more stability-providing sources to make renewable energy projects bankable on a larger scale. Are PPAs the answer? Listen back to the review of The Price Is Wrong with Ed, Melissa and Joseph here: https://podcasts.apple.com/gb/podcast/can-capitalism-save-the-planet/id663379413?i=1000658599656 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, June 28, 2024
How can we finance the energy transition? Discussions from the final day of the Reuters Global Energy Transition Conference 2024
In this third special episode of the Energy Gang from the Reuters Global Energy Transition 2024 conference in New York, we focus on the crucial theme of financing the energy transition. We discuss how various stakeholders are addressing the financial challenges and opportunities presented by the shift to renewable energy. Our first guest is Utopia Hill, the Chief Executive of Reactivate, a Chicago-based company developing renewable energy projects for low to moderate-income communities in the US. Utopia shares insights into how Reactivate is creating inclusive solutions that ensure the benefits of the energy transition reach underserved populations. Next, we speak with Nia Jones, the Environment and Climate Director of the African-American Alliance of CDFI CEOs. Nia emphasizes the importance of partnerships and cooperation among businesses, governments, and non-governmental organizations in advancing the energy transition. She discusses how her organization is working to deliver renewable energy to people who might not otherwise have access to it. The scale of the financing required for the energy transition means that the private sector will have to play a key role. Valerie Smith, Chief Sustainability Officer at Citi, joins us to explore what this means for a major international bank. She tells us how Citi is contributing to sustainable finance initiatives around the world. For additional perspectives on the role of finance, we hear from Eric Cohen, Head of Green Economy Banking at JP Morgan Chase, and Greg Randolph, Managing Director of New York State’s NY Green Bank. They share their views on how financial institutions to supporting the transition to a low-carbon economy, and what more could be done to accelerate that progress. Many thanks to Utopia Hill, Nia Jones, Valerie Smith, Eric Cohen, and Greg Randolph for their invaluable contributions to this discussion. You can find Ed and the show on most social media platforms: we’re @theenergygang on X. Subscribe to the Energy Gang on Apple Podcasts or Spotify so you don’t miss the next show. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Thu, June 27, 2024
Day Two: The Energy Gang at The Reuters Global Energy Transition Conference 2024
In this second special episode of Wood Mackenzie's The Energy Gang, recorded at the Reuters Global Energy Transition 2024 conference in New York, we speak with leaders at some of the key companies shaping the energy transition. We hear about how they are tackling the challenge of meeting rising demand for electricity while at the same time reducing emissions. Greg Jackson, CEO of Octopus Energy, talks about his ambitions in the US market, which are centered around selling the company’s Kraken technology platform to utilities. He highlights the global potential of digitalization in propelling the energy transition forward. The transition towards renewable energy is governed not only by technological progress, but also by regulatory and policy frameworks. Our second guest, David Carroll, Chief Renewables Officer at Engie, talks about how legislation including the Inflation Reduction Act, and regulatory initiatives such as the Federal Energy Regulatory Commission's (FERC) Order No. 1920, can catalyze the adoption of renewable energy sources. Next we talk to Ana Quelhas, Managing Director of the Hydrogen Business Unit at EDP Renewables, about the role of hydrogen in the shift away from carbon-intensive energy. Some of the hype around low-carbon hydrogen has been dying away over the past year or two. But Ana Quelhas argues that, if done right, hydrogen can still be an important part of a zero-carbon energy system, for uses where direct electrification may not be feasible. And finally, Bill Newsom, President and CEO of Mitsubishi Power Americas, tells us about what the energy revolution means for equipment suppliers. His company is developing and deploying solutions that address the demand for “clean firm” power that is available round-the-clock, through hydrogen and carbon capture. He talks about the prospect that these technologies could help provide the massive increase in 24/7 low-carbon electricity that will be required for new data centers and factories, and to charge electric vehicles. Look out for the next special episode from day three of the conference, available on Friday June 28. You can find Ed and the show on most social media platforms: we’re @theenergygang on X. Subscribe to the Energy Gang on Apple Podcasts or Spotify so you don’t miss the next show. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Wed, June 26, 2024
The Energy Gang at the Reuters Global Energy Transition Conference - Day One
This is a special episode of Wood Mackenzie's The Energy Gang, recorded at the Reuters Global Energy Transition 2024 conference in New York. It has a great lineup of speakers from the worlds of business, finance, and government, giving us an opportunity to talk to some of the key people who are driving the energy transition. One of the panellists on the first day was Kristina Skierka, CEO of Power for All, a campaign group working on energy access in low-income countries. Host Ed Crooks talked with her about how decentralized renewables can reduce energy poverty, and how partnerships between business, philanthropy and government can help countries make progress towards the UN’s Sustainable Development Goals. Power for All is working on what it calls its “Utilities 2.0” initiative, looking for ways to combine centralized and decentralized energy to create robust, integrated systems that will improve service delivery and stimulate increased demand. Another session at the event was a technology showcase, where we heard from companies developing innovative ways to cut emissions. One of them was Cella, which has a new method for permanent carbon removal. Its approach accelerates the natural geologic process that turns carbon dioxide into a mineral: it injects captured carbon dioxide into volcanic rocks, where mineralization permanently locks it underground. Ed talked with Corey Pattison, Cella’s co-founder and CEO, and they discussed the different methods of carbon mineralization, the geology needed for the process to work, and the potential advantages for this method over conventional carbon dioxide storage. There was also a Town Hall session for attendees, allowing open discussion on any topics the participants wanted to bring up. Ed raised a question suggested on LinkedIn, about the potential trade-off in the transition between speed and scale in the deployment of low carbon technologies, and energy equity. We report back on some of the responses to that question. Look out for the next special episode from day two of the conference, available on Thursday June 27. You can find Ed and the show on most social media platforms: we’re @theenergygang on X. Subscribe to the Energy Gang on Apple Podcasts or Spotify so you don’t miss the next show. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Tue, June 11, 2024
Can capitalism save the planet?
Two books that are essential reading for energy wonks give contrasting views on how to tackle climate change. The hot book in the energy world right now is Brett Christophers’ The Price Is Wrong: Why Capitalism Won’t Save the Planet . It’s a detailed look at the structural issues in electricity markets and the challenges of generating returns on renewable investments, arguing that inadequate profitability is the key reason why the transition to low-carbon energy is not moving fast enough to address the threat of global warming. It’s a provocative thesis that has sparked heated debate, on both sides of the debate. If you work in the energy business, you need to get to grips with the argument, even if you ultimately think it’s wrong. In this episode, Ed Crooks is joined by Melissa Lott, Professor at Columbia University’s Climate School, and Joseph Majkut, director of the Energy Security and Climate Change Program at the Center for Strategic and International Studies, to discuss the question of whether private investment and market forces can bring about the reduction in emissions that the world needs. They also review another important book that has broadly the opposite message: Akshat Rathi’s Climate Capitalism – Winning the Global Race to Zero Emissions . That book focuses on the real examples of progress in the energy transition. At a time when the pace of the energy transition globally may be faltering, and the 1.5 degrees limit to global warming is getting further and further out of reach, Climate Capitalism shows just how much change and innovation there is in the industry. Bill Gates says it’s an important read for anyone in need of optimism. In spirit, at least, it seems like a very different message from The Price Is Wrong . But are the fundamental conclusions of the two books really so different? Ed, Melissa and Joseph discuss whether there might be some common ground there after all. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Tue, May 28, 2024
There’s no transition without transmission. How can we make it easier to build?
Regulators are trying to clear the path to the grid that clean energy needs. To go from an electricity system based on coal and gas to one based on solar and wind, the US needs a very different power grid. On some estimates, annual installations of new transmission capacity need to double. To help build the grid that a new clean electricity system will need, the US Federal Energy Regulatory Commission has been working on regulatory reforms, intended to smooth the path for new investments in transmission lines. Ed Crooks is joined by Amy Myers-Jaffe of New York University and Shanu Mathew of Lazard Asset Management, to unpack the latest orders from FERC. What are the regulators trying to do, and why do some people object to their plans? And what will the proposed reforms mean for the energy transition in the electricity sector in the US? It has been a busy few weeks for big announcements in energy. A new round of tariffs on clean energy products from China was announced this month by President Biden, with rates of 100% on electric vehicles, 50% on solar modules, and 25% on lithium-ion batteries. The goal is to revive clean energy manufacturing in the US, but critics say the tariffs could be counter-productive, because they will drive up the cost of low-carbon technologies for American businesses and consumers. One important gauge of the state of the energy transition is the health of investment in low-carbon stocks. The news on that over the past couple of years has not been great. So what are the markets telling us about the future of clean energy? Shanu gives us his analysis, and joins Amy and Ed to debate investor sentiment and what it means. For more analysis and to keep up-to-date with everything that happens with the Energy Gang, sign up for the newsletter at woodmac.com/the-inside-track See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Thu, May 16, 2024
Google’s demanding goals for decarbonization
AI is driving up demand for electricity. How can we meet that demand with clean energy? It has been a big theme on the Energy Gang this year: the massive additional demand for energy that could be created by data centers for artificial intelligence. It’s an emerging issue that threatens to cause new challenges for the world’s attempts to achieve net zero goals. So it is a great opportunity for us to have on the show a representative from Google, a company that relies heavily on data centers and is at the forefront of the AI revolution. It also has some ambitious decarbonization goals: the aim is to power the company’s operations entirely with clean energy by 2030. Maud Texier is the global director of clean energy and decarbonization development at Google. She joins Ed Crooks and Amy Myers-Jaffe to explain how she sees the path to achieving that goal by 2030. Google’s objective of 24/7 clean energy requires sourcing renewable power that aligns with its consumption patterns. That means not just buying enough renewable energy to match its usage over the course of a year: every kilowatt-hour consumed must be carbon-free. It’s a challenging goal that it driving Google, like other companies with similar objectives, to explore new ways to generate power, store energy and manage the grid. Google is looking at or already investing in a range of innovative energy technologies, including enhanced geothermal, hydrogen, long-duration storage and advanced nuclear. Big energy users such as Google can do a lot to shape the evolution of the energy industry. But policy support is, as ever, crucial to achieving net zero goals. How is Google engaging with policymakers and regulators to help support the deployment of clean energy? New standards in the European parliament, aimed at improving energy efficiency, include mandates for data centers to report their performance. Are we moving towards an era of more stringent regulation of energy use for data centers and other large loads? See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Thu, May 09, 2024
Jigar Shah returns to the Energy Gang
The Department of Energy’s Loan Programs Office has a grandstand view of the energy transition. Where is it going next? Jigar Shah, one of the originators of the Energy Gang, now runs the Department of Energy’s Loan Programs Office, playing a key role in advancing clean energy projects. By helping to bridge the gap between R&D and large-scale deployment, it encourages private sector investment and supports the administration’s work to achieve its net zero goals. Jigar was appointed Director of the LPO in March 2021 with a brief to “to rev those engines back up” after a quiet period under the Trump administration. He returns to the Energy Gang to discuss the progress he has made so far, and the goals he is working towards in the future. In particular, he talks about the hot topic of the moment in energy: how to meet increased demand for electricity driven by data centers for AI, new factories, and electric vehicles. Much of the new load being added to the electricity system will not be flexible. Data centers mostly need to be available 24/7. So how is the grid going to manage these growing demands? Host Ed Crooks is also joined by Amy Myers-Jaffe, Director of NYU’s Energy, Climate Justice & Sustainability Lab, to discuss Jigar’s views on the solutions to these challenges. Topics covered include Virtual Power Plants, enhanced geothermal and advanced nuclear. Those latter two are among the handful of sources of energy that we usually think about when we are discussing “clean firm power”. Geothermal in particular is generating a lot of buzz lately. What will it take to get it deployed at scale? Is it pulling ahead of advanced nuclear in the race to commerciality and large-scale deployment? The Energy Gang will be recording live from the Global Energy Transition event in June in New York. To secure a discounted ticket, use the ENERGYGANG500 discount code. Visit https://events.reutersevents.com/energy-transition/global-energy-transition-new-york to book. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Tue, April 30, 2024
Is there an energy transition?
Fossil fuels still dominate the world’s energy supplies. Do we need different terminology to talk about what’s happening? We talk about “the energy transition” all the time. But is that language misleading? 20 years ago fossil fuels were 85% of the world’s energy, today they’re just a few percentage points less. If there is a transition to low-carbon energy, it is happening only slowly, and it needs to move much faster to achieve the climate goals of the Paris Agreement. The world has made huge strides in both the cost and deployment of renewable energy, but can we really say that we are in a transition away from fossil fuels? Host Ed Crooks is joined by Melissa Lott, a professor at Columbia University’s Climate School, and Amy Myers Jaffe, director of NYU’s Energy, Climate Justice, and Sustainability Lab, to discuss the way the language we use shapes our ideas about energy policy. Amy quotes her Tufts University colleague (and previous guest on the show) Kelly Sims Gallagher: “climate doom and gloom really disregards the progress that's been made”. That progress includes 56 countries, between them responsible for over half of global emissions, passing direct climate mandates to limit greenhouse gases. But despite all that action, we still get the great majority of our energy from fossil fuels. The gang debate whether the current global shift towards low-carbon energy represents a real "transition", or maybe even a “transformation”. Or is it merely an addition of new energy sources on top of the existing ones such as oil and gas. Ed, Amy and Melissa debate the feasibility of achieving net zero by 2050, considering the political and economic hurdles ahead. Innovations including carbon pricing, electrification, and advances in renewable energy technologies will play prominent roles in shifting us towards cleaner energy systems. Will they be enough? See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Mon, April 22, 2024
Rising electricity demand in Texas: the canary in the coalmine for the rest of the US? | Bonus Episode
Conversations from the Gulf Coast Power Association conference. This bonus episode of the Energy Gang was recorded live during the spring meeting of the Gulf Coast Power Association in Houston, Texas. Host Ed Crooks is joined by Beth Garza, President of the Gulf Coast Power Association, Frank O'Sullivan, Managing Director for Clean Energy at S2G Ventures, and Ken Medlock, Senior Director at the Center for Energy Studies at Rice University. The GCPA is a nonprofit organization dedicated to promoting a strong energy industry in the Texas and Gulf Coast region. First up Ed speaks with Beth about the increase in electricity demand in the region. Unlike most of the US, the Gulf of Mexico coastal region has already been seeing growth in demand for electricity over past couple of decades. But now there are signs that this growth is being kicked into a higher gear as a result of a wave of new data centers, manufacturing facilities and LNG plants. We discuss the challenges and opportunities in this new era. Increasing strain on the Texas grid is one problem. The catastrophic consequences of Winter Storm Uri in February 2021, in part caused by failures in natural gas supply and gas-fired generation, exposed how the system was unprepared for such an event. Beth Garza discusses the changes that have been made in the three years since then, and how the industry can tackle the new challenges facing the grid. Plus, Frank O’Sullivan and Ken Medlock join Ed on stage for a panel discussion on strategies for integrating new technologies as the demand for power rises. They debate the key trends in electricity demand growth, and the ability of Texas as a deregulated competitive market to respond to these new opportunities and difficulties. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Tue, April 16, 2024
2024 is a year of elections. What will they mean for clean energy?
As half the world heads to the polls, how important will the results be for efforts to cut emissions? Over half the world lives in a country that will be holding an election this year. The votes come at a time when resistance to the energy transition is building in many parts of the world, as concerns around energy security grow and some of the challenges of decarbonization come into focus. In the US, a finely-balanced election offers voters two sharply differing visions of the energy future. But there are other places around the world where elections could also shape the direction of energy policy, including the EU, where parties that are skeptical of climate action are on course to win an increased number of seats in the European Parliament. To explore the ramifications of these key elections around the world, host Ed Crooks is joined by Energy Gang regular Amy Myers Jaffe, director of New York University’s Energy, Climate Justice, and Sustainability Lab, and by Vijay Vaitheeswaran, global energy & climate innovation editor at The Economist. The show is recorded live from NYU, as the gang take part in discussions on the outlook for elections and energy policy in 2024. Together they debate the potential consequences of the US election for issues including permitting reform clean energy tax credits, and look at some other significant votes around the world, in India, Mexico, the European parliament among others. While other countries are arguing over the right course for energy policy, China is betting big on low-carbon technologies, adding a huge amount of manufacturing capacity in solar, EVs and lithium ion batteries. Those are what the Chinese government calls “the new three” sectors, intended to drive export growth, and they are having a far-reaching impacts on energy all around the world. The Biden administration has pinned its climate policy on using support for low-carbon energy to incentivize manufacturing investment and create well-paying jobs. But with China adding so much capacity in key sectors, sending prices for products such as solar panels tumbling, the challenges facing that strategy are growing. That is an issue that will play out in elections in the US and elsewhere this year: what does it mean for clean energy globally if China continues to dominate the competition? See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Tue, April 02, 2024
Everyone is worrying about rising demand for electricity. Do Microsoft and Google have an answer?
Big power users are getting together to accelerate the development of advanced clean energy technologies. The hottest topic in energy right now is the expected surge in demand for electricity. Data centers for AI, new factories, and electric vehicles are driving power consumption higher in the US, after about 15 years of stagnation. Solar and wind power can meet some of that increased demand, but many users, including data centers, want clean electricity round the clock. So there is a new urgency in the need for new clean energy technologies, including advanced nuclear, next-generation geothermal, low-carbon hydrogen, and long duration storage. Unlike wind and solar, these emerging technologies have not yet been deployed at scale, and they are generally have much higher costs. There is a chicken-and-egg problem: costs will only come down as these technologies scale up, but companies are reluctant to deploy them because they are too expensive. Now Google, Microsoft and Nucor have come up with an idea that could be at least part of the solution. They are collaborating on new commercial structures to help new clean energy technologies scale up and reduce the risk for investors. To discuss that plan, host Ed Crooks is joined by regular guest Dr Melissa Lott, professor at the climate school at Columbia University, and Michael Webber of the University of Texas at Austin. Michael is also chief technology officer at Energy Impact Partners, which is a $3 billion venture fund that invests in some of these emerging technologies. Together they debate the consequences of that surging demand for electricity, and the role of new technologies in avoiding disastrous outcomes for our international climate goals. They also talk about another promising source of clean energy: natural hydrogen, which is found in geologic reservoirs rather than being made from water or from methane. The US Geological Survey estimates there could be 5 trillion tons of natural hydrogen in rocks around the world; a vast, untapped energy reserve that could significantly contribute to meeting global low carbon hydrogen needs. Given that a world with net zero emissions could use about 500 million tons of low-carbon hydrogen a year, that is a very exciting resource base. But is it really plausible that natural hydrogen could be viable as a significant contribution to clean energy supplies? The energy gang has some answers. There’s an urgent need for innovative solutions to tackle rising energy demand. Join the discussion on X – we’re @theenergygang See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Tue, March 19, 2024
How will utilities meet surging power demand?
AI isn’t just threatening to take our jobs, it’s also draining our electricity. Data centres centers used to have power demand measured in the tens of megawatts. Now they are in the hundreds of megawatts, and the new ones that are being proposed have demand in the thousands of megawatts: gigawatts. At the Distributech conference in Feburary, Harry Sideris of Duke Energy said it used to be a big deal when they had a customer wanting to add 10MW or 20MW of load. Now they have several planned data centers for AI needing 1000MW each. How is this additional demand being met? The good news, from a climate point of view, is that part of the answer is going to be a lot more solar and wind power, and energy storage. The bad news is that, according to the plans that US utilities are setting out, there are going to be more gas-fired power plants, too. US gas-fired generation capacity is on course to rise by 25% over the next 15 years, and although those plants will increasingly be used mainly to back up variable solar and wind power, they still mean that the chances of achieving net zero emissions from electricity by 2035 look slim. On this episode of Wood Mackenzie's The Energy Gang, Ed Crooks is joined by Amy Myers-Jaffe, Director of NYU’s Energy, Climate Justice and Sustainability Lab, who returns to the show to explore the feasible paths to net zero in light of increased energy demand. Also joining this week is Samantha Gross, Director of the Energy Security and Climate Initiative at the Brookings Institution. Together they debate the outlook for electricity demand, and take stock of the implications for theclimate goals of the Paris Agreement. One big question: Is it time to give up on the objective of limiting global warming to 1.5 degrees C? The world looks like crossing that threshold soon. In fact, on one measure, we have already crossed it. The 1.5 degrees C limit has been seen as essential to avoid the worst effects of climate change. But John Kerry, who just stepped down as President Joe Biden’s climate envoy, said recently that the world was on course for more like 2.5 degrees of warming. Many businesses still have alignment with a 1.5 degree scenario as one of their climate goals. Ed, Amy and Samantha discuss whether it’s time to face reality and set new goals that are more likely to be achievable. And finally, more evidence that despite all the negative commentary around EVs, on a global scale the industry is doing just fine. In China, sales are surging and prices are falling. Sales of what China calls “new energy vehicles” – that is, battery electrics, plug-in hybrids, and fuel cell vehicles – were up 37.5% in the first two months of 2024 compared with the same period of 2023. In that period – January and February of 2024 – those New Energy Vehicles took 33.5% of the car market. The prices are on the way down too. Reuters has calculated that BYD has cut the prices of its EVs by an average
Fri, March 08, 2024
Bonus interviews from Distributech
This bonus episode of Wood Mackenzie’s The Energy Gang is our third from the Distributech conference in Orlando. Distributech is the leading event for the electricity transmission and distribution industry in North America. It gave our host Ed Crooks a fantastic opportunity to talk to many of the leading figures from the industry, including those who provide technology for moving and managing electricity, and those who use that technology to serve their customers. In this episode, Ed is joined by Ali Ipakchi, Executive VP of Smart Grids and Green Power at OATI, a grid technology company. Ali was at Dtech in 2014, and some of the issues he was talking about then seem familiar still today. So what has really changed in technology for the power industry since then? Ali talks about how ideas and technologies that were cutting-edge and radical a decade ago are now becoming mainstream. Ed also sat down with Don McPhail, who’s Business Manager for energy and decarbonisation at Uplight, a software company that serves utilities. They talked about the importance of demand management, the integration of distributed energy resources, and the automation of customer engagement processes as examples of key factors for developing a more flexible and resilient power grid. Finally, Ed talked to two of Wood Mackensie’s delegates at Distributech: Fahimeh Kazempour, head of grid modernisation, and Elham Akhavan, senior research analyst specialising in grid edge and microgrids. They share their impressions of the events, highlight some of the ideas and innovations they found most interesting, and explore the implications for the wider questions of the energy transition. They also address a critical question in the hectic, exciting conversation about the power industry: how much of it is hype, and how much reflects real change? Fahimeh asks the question: whatever happened to the Blockchain? See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Tue, March 05, 2024
How can we develop new energy technologies and get them deployed at scale?
On this episode of Wood Mackenzie's The Energy Gang: w hat the history of innovation in solar power and batteries can teach us about the right ways to support clean energy breakthroughs. As the world moves towards a more sustainable energy future, government support is essential for research to develop new technologies, and for investment to deploy them at scale. But policymakers often seem to be blundering in the dark, grasping for policies that they hope will have the outcomes they want. So how do we know which strategies will be most effective for encouraging the progress we need, both to bring down the costs of existing technologies such as solar and wind power, and to create new breakthroughs in areas such as long-duration battery storage and nuclear power. On today’s episode, host Ed Crooks and regular guest Melissa Lott are joined by newcomer Jessika Trancik, a professor of energy studies at the Massachusetts Institute of Technology (MIT), to discuss the progress of clean energy technologies. Jessika explains what we can learn from the success stories of the past half-century, such as solar panels and lithium ion batteries. Her work shows that a combination of government backing for R&D and market incentives for investment has been critical in driving innovation. In industries such as solar panels and batteries, where costs have plummeted, support for research and market signals such as feed-in tariffs have complemented each other, fostering competitive innovation in the private sector and delivering rapid progress in critical technologies. The gang discuss electric vehicles as one example of a technology that is receiving plenty of government support. Melissa discusses some new data on US emissions, showing that while there was a decline overall last year, the transport sector saw an increase. Even so, there are plenty of positive signs for the transition in the data, she says. While the shift to EVs may slow, it is still moving forward. Jessika wrote recently that “switching to an electric vehicle is one of the most impactful changes that an individual can make to reduce their personal contribution to climate change, and she explains that view. The costs of clean energy technologies aren’t limited to the price of the hardware. Soft costs, encompassing such items as labour, planning, permitting and logistics, can constitute a significant portion of the total expense. Inefficiencies in regulatory processes and in information-sharing can amplify these costs and contribute to delays in the adoption of new technologies. Jessika has been researching into soft technologies, which can include things like software, process knowledge and project management methods, to see how they can contribute to cost reduction and project acceleration. She talks about her work, which you can find out more about on the MIT website at news.MIT.edu. See Privacy Policy at <a href="https:/
Bonus · Fri, March 01, 2024
Bonus Episode: Evolving Power: The Impact of Electric Vehicles on Energy Utilities
When most people drive electric cars, what does that mean for the grid? This bonus episode of Wood Mackenzie’s The Energy Gang is our second from the Distributech conference in Orlando. Distributech is the leading event for the electricity transmission and distribution industry in North America. It gave our host Ed Crooks a fantastic opportunity to talk to many of the leading figures from the industry, including those who provide technology for moving and managing electricity, and those who use that technology to serve their customers. In this episode, Ed is joined by Quinn Nakayama, senior director of Grid Research Innovation and Development at Pacific Gas and Electric Company (PG&E) in California, to help us understand the transformative impact of electric vehicles on energy utilities and the grid. Quinn dives deep into the ways that the EV boom is shaking up customer relationships and forcing utility companies to take a fresh look at grid management. California is at the cutting edge of the EV revolution, and Quinn explains how PG&E is tackling issues that many other utilities around the world will have to address, from ensuring grid resilience to maintaining customer trust. He also discusses cutting-edge vehicle-to-grid technology, and outlines the changing relationships between utilities and vehicle manufacturers. And he shines a light on the pivotal role played by regulators in this critical sector for the energy transition. It’s an in-depth discussion on how the rise in EVs is forcing utilities to rethink infrastructure, optimise energy use, and plan for a very different future. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Wed, February 28, 2024
The Energy Gang at Distributech 2024 in Orlando
What AI means for the energy transition in the electricity industry Welcome to a special episode of Wood Mackenzie's The Energy Gang, recorded at the Distributech 2024 conference in Orlando. Distributech is the leading event in North America for the electricity transmission and distribution industry. It provides a fantastic opportunity to talk to the companies that provide technology for moving and managing electricity, and to the utilities and other companies that use that technology. The impact of artificial intelligence is one of the central themes of the conference, and host Ed Crooks has been meeting industry leaders to discuss the implications of AI and other new technologies for the future of electricity. From the need for more power to supply data centers for AI applications, to the potential for AI tools for managing the grid, to the possible breakthroughs in nuclear power that could be discovered using AI, the speakers explore a vast range of possibilities. Hussein Shel, chief technologist for AWS (Amazon Web Services), talks about both the opportunities and the challenges of the new types of AI. Zack Kass, a futurist who was formerly a senior executive at OpenAI, discusses the prospect of an age of “energy abundance” that could be unlocked by sophisticated AI. He argues that abundance, possibly provided by nuclear fusion power, will be the way that the world can meet the increased demand for power created by advanced AI systems. Quinn Nakayama, the senior director of Grid Research Innovation and Development at the California utility PG&E, talks about the practical decisions involved in adopting AI technologies in today’s utilities. Tom Deitrich, chief executive of Itron, a supplier of technologies for utilities and cities to manage energy, water and traffic, joins Ed to discuss the increasingly urgent need for more advanced technologies in grid management. And finally, Anthony Allard, the head of Hitachi Energy’s North American business, talks about what they have been hearing from their customers in terms of two critical issues in the industry: the progress of digitalization, and shortages of critical equipment in the supply chain. You can find us on most platforms: we’re @theenergygang. Subscribe to the show on Apple Podcasts or Spotify so you don’t miss the next one, out every second Tuesday. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Tue, February 20, 2024
2023 was a tough year for clean energy investment. Will 2024 be better?
There are no two ways around it: 2023 was a difficult year for low-carbon energy investment, and 2024 has so far carried on in very much the same vein. Rising interest rates, fears around future energy policy, cost inflation in some sectors, and perhaps a correction to some earlier over-exuberance, have meant that shares in clean energy companies have generally under-performed the market. To take a couple of high-profile examples, Tesla shares have fallen about 55% from their peak in 2021, while Ørsted shares are down about 75%. Capital flows into climate-focused funds has also fallen sharply. Morningstar data suggested that climate-focused funds attracted about $38 billion of new investor money last year, down about 75% from 2021 levels. In the private markets, on the venture capital side, the flows into clean energy also seem to have fallen, if not quite as sharply. To examine the reasons why low-carbon energy investment is having a rough time of it at the moment, and explore some of the more positive indications in the outlook, host Ed Crooks and regular guest Amy Myers-Jaffe are joined this week by newcomer Dan Goldman, Co-Founder & Managing Partner of Clean Energy Ventures. They discuss the huge shortfall in terms of the investment needed to meet the goals of the Paris Agreement, and raise some ideas for closing the gap. And on the brighter side, they look at the healthy ecosystem of innovative companies working on new ideas that could solve the toughest problems in energy and climate. Mobilizing capital will be the key to tackling the threat of global warming. How can we make sure the money flows where it is needed? Plus, two specific ideas that could make big contributions to decarbonizing the energy system. Grid-enhancing technologies can help overcome transmission capacity bottlenecks that are obstacles to the deployment of renewable energy. Dan's firm Clean Energy Ventures has invested in a company called LineVision that has provides those technologies, and he and Amy explain why they are important. And finally, as the aviation industry continues to grapple with the best ways to cut emissions, Sustainable Aviation Fuel (SAF) is a popular potential solution. The gang discuss the potential of companies like OXCCU, which is backed by Clean Energy Ventures, and the fundamental scientific challenges inherent to producing e-fuels from hydrogen and carbon dioxide. Keep an eye out for an upcoming episode with an in-depth look at SAF and OXCCU, on our sister podcast The Interchange. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Tue, February 06, 2024
A pause in US gas export approvals: a big win for the climate?
The US is the world’s largest exporter of liquefied natural gas (LNG), super-cooled to about -160 °C (or -260 °F) so it can be shipped in tankers. An investment boom means export capacity will soar over the next few years. But last month the Biden administration signaled it was putting the brakes on future growth, announcing a “pause” in new approvals for LNG plants to export to nations that don’t have a free trade agreement with the US. This decision is expected to stall future US LNG projects by preventing them accessing key global markets including the EU, China, Japan, and the UK. The pause could be an issue in November’s elections: former President Donald Trump has said he would immediately restart approvals if elected. On the show this week, Ed Crooks is joined by Melissa Lott, Director of Research at Columbia University’s Center on Global Energy Policy, and Emily Grubert, Associate Professor of sustainable energy policy at the University of Notre Dame, to discuss the implications of the pause for both the US and the global energy market. If the US is exporting less gas, what will that mean for buyers around the world? What will be the impact on global greenhouse gas emissions, and living standards in lower-income countries? And what are the Biden administration’s motivations in announcing the pause? The gang explore the issues. Also on the show, the fuel that could replace natural gas, at least for some uses: hydrogen. There has been a lot of excitement over hydrogen, especially over green hydrogen made by electrolysing water, which could in principle have zero carbon emissions. But how green is it really? The US Treasury and Internal Revenue Service (IRS) have had a go at answering that question, setting out practical rules for defining low-carbon hydrogen, so they can decide on eligibility for tax credits under the 2022 Inflation Reduction Act. Melissa, Emily and Ed debate whether these proposed rules make sense, and what they mean for the development of a low-carbon hydrogen industry in the US and around the world. The Energy Gang is partnering with Distributech, the premier annual event for energy transmission and distribution. This year it’s in Orlando, Florida, from Februrary 26th. We’ll be recording a special episode from the event, which will be out on Thursday the 29th as the event wraps up. Claim 20% off your registration with the code DTPART33. Articles referenced in this episode: www.energypolicy.columbia.edu/consequences-of-the-pause-for-us-lng www.energypolicy.columbia.edu/publications/advancing-corporate-procurement-zero-
Tue, January 23, 2024
Is AI really a game-changer for energy?
The World Economic Forum held its annual meeting in Davos, Switzerland, last week, bringing together leaders from business, finance, politics, academia and culture. Regular Energy Gang guest Dr Melissa Lott was there, talking about one of the meeting’s central themes: long-term strategies for the climate, nature and energy. On this week’s show, she shares with host Ed Crooks and guest Julio Friedmann – who’s chief scientist at the carbon management company Carbon Direct – what she learned there. The role of artificial intelligence was, inevitably, high on the agenda there, with some people arguing that it will turn out to be one of the most transformational innovations in human history. The world of energy is already being changed by AI, and the gang discuss how wide-reaching the effects could be. Julio recently co-authored a report titled the “Artificial Intelligence for Climate Change Mitigation Roadmap”, looking at all the different ways that AI could change supply and demand for energy and so have an impact on greenhouse gas emissions. The gang discussed this issue last year, when Ed took the sceptical view. He suggested the latest iterations of AI such as ChatGPT, known as large language models, could have huge implications for knowledge industries such as journalism or law, but were unlikely to make much difference to energy, which requires working with large volumes of particles, whether molecules or electrons. Julio disagrees, and he explains what he thinks are the important positive impacts that AI could have on energy and the climate, for example in managing complex systems such as road traffic and power grids, and in developing new materials. The gang then discuss some of the other questions that came up at Davos, and ask what these gatherings mean for the rest of the world. And finally, extreme weather in the US has again been in the headlines. Extreme cold gripped much of the country, and snow fell as far south as Mississippi and Louisiana. Has Texas learned the lessons from Winters Storm Uri in 2021, when blackouts lasted for days and hundreds died? How stable is the grid these days? And what are we learning about managing the risks created by climate change? For more information head to woodmac.com/podcasts. You can read Julio Friedmann’s report on AI here: https://www.icef.go.jp/roadmap/. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Tue, January 09, 2024
What does 2024 have in store for energy?
Ed Crooks is joined by Amy Myers-Jaffe and Dr Melissa Lott to look ahead to 2024. They explore the people, places, and technologies that could have a big influence on energy this year. Amy kicks things off with a look ahead to the US elections in November. The results of that vote will have big impact on policy in the US, and there are several other elections coming up around the world that could also have significant consequences for energy. COP28 in Dubai may be only just behind us, but the world is already looking ahead to COP29, which will be held in Azerbaijan. With Brazil lined up for COP30 next year, that will make three consecutive UNFCCC COPs in large oil-producing countries. The gang discuss how that could shape the energy transition. Then there are the technologies to watch in 2024, including Melissa’s choice, enhanced geothermal power. Fervo Energy’s Project Red geothermal facility went online in December, marking a major milestone for an energy source with huge potential. As Melissa explains, there are not too many energy sources that can offer “clean firm power”: low-carbon generation that is available 24/7. Finally, the gang talk about their energy-related New Year’s resolutions, including one that has already been broken! See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, December 22, 2023
COP28 - Ed's notebook
Further conversations from this year’s summit. COP28 was the largest climate talks to date, with global industry leaders, governments, analysts, journalists and climate activists converging on Dubai for the summit. The Energy Gang's schedule was packed, and host Ed Crooks was joined by many interesting and influential people from the world of energy across 6 full days. In this episode, we bring you three new conversations that we couldn’t fit into the regular schedule. Kevin Kariuki is the Vice President for power, energy, climate and green growth at the African Development Bank. Laetitia De Marez is the Senior Program Director of the Climate Finance Access Network run by the thinktank RMI. Together they discuss ways to increase investment in cutting emissions and adapting to the impacts of climate change. Also, Ed explores a technology for reducing emissions with Mark Davis, the Chief Executive of Capterio, which works on solutions to stop gas being wasted by being burned off in flares. For our full COP28 coverage check out our other episodes and find out more at woodmac.com/podcasts See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, December 22, 2023
Be of good cheer! Reasons to feel optimistic about the energy transition at the end of 2023
As 2023 comes to a close, the Energy Gang reflects on the events and trends of 2023 that provided grounds for optimism about the transition to a lower-carbon world. On this week’s show, Ed Crooks is joined by Melissa Lott and Amy Myers-Jaffe as they share their reasons to be cheerful this holiday season. Ed chooses the precipitous drop in the cost of solar modules, making solar power ever more competitive against fossil fuels, and driving the adoption of solar energy on a global scale. Amy’s choice is the continued growth of EV sales. Despite all the negative commentary about electric vehicles in recent months, and some genuine setbacks for the industry, the long-term outlook still looks bright. Finally, Melissa chooses another important development in 2023: the start of construction for Form Energy’s new factory in West Virginia to make batteries for long-duration energy storage. The batteries use iron-air technology, an example of several advances in battery chemistry that are offering solutions to the problems associated with lithium ion storage. We wrap the show with the gang trying a not-so-secret Secret Santa, exchanging gifts for the festive season. We hope the show will lift your spirits and put you in the frame of mind to enjoy the holidays. Thanks to everyone who listened during the year. We look forward to seeing you again in 2024. As usual we are keen to hear thoughts and comments. You can find us on most platforms – we’re @theenergygang. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, December 15, 2023
Was COP28 a huge success?
The gang assess the outcome of the climate talks in Dubai. This year’s COP went to overtime, as countries argued over the wording of the concluding statement. They had to carry on the negotiations all through the night to do it, but finally they emerged with what was described as a “historic” agreement. For the first time, the need to accelerate the transition away from fossil fuels has been put on the record in a concluding statement from a COP. In our final show on COP28, the Energy Gang look back on the last two weeks of negotiations and debates, and as the dust starts to clear, they assess what it all means. Ed Crooks was present at the talks in Dubai, as were regular guests Dr Melissa Lott of Columbia University and Amy Harder of Cipher, and together they tackle one key question: can we call the conference a success? Some people have been hailing it as a triumph, others say it’s a disaster. Does the truth perhaps lie somewhere in the middle? Or is it not that simple? The Global Stocktake of climate action, agreed at COP28, calls for a “just, orderly and equitable” transition, “accelerating action in this critical decade, so as to achieve net zero by 2050”. Amy and Melissa explain what that means, and how it could change the world. Find all of our coverage of COP28 at http://www.woodmac.com/podcasts/the-energy-gang See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Mon, December 11, 2023
A nuclear COP?
Nuclear energy has been in the headlines more in Dubai, than at any previous COP. Nuclear power has had more prominence at this year’s climate talks than at any previous COP. In fact, some people have even been calling it “the nuclear COP”. That’s partly because the hosts, the United Arab Emirates, have been a pioneer of nuclear power in the Gulf region, building four reactors to meet 25 per cent of its electricity demand. At this year’s COP, 24 governments set a goal to triple worldwide nuclear power generation capacity by 2050. To discuss the implications of this pledge, and analyse the current state of the nuclear industry globally, Ed Crooks is joined by Henri Paillere, who is head of the planning and economic studies section at the International Atomic Agency. He says there is now a much wider appreciation of the central role that nuclear power can play in tackling climate change. Nuclear technology is also seen as offering some big commercial opportunities. The EX-IM Bank, the US export – import bank, recently launched a package of measures intended to support sales of US Small Modular reactors – SMRs. Reta Lewis, chair of the Ex-Im bank came to the COP and spoke to the Energy Gang, to highlight the bank’s support for SMR investment around the world. SMRs are expected to play a key role in the future of nuclear energy, as Dr Sama Bilbao y Leon, who is the director-general of the World Nuclear Association, which represents the international nuclear industry, said when she joined Ed in the studio. We’ll be following the latest developments from COP28 right to the end of the summit, so subscribe and join the conversation – we’re @theenergygang. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, December 08, 2023
COP28: What's the point of the COP?
On day 9 of the climate talks, what do the experts think? As Simon Stiell, Executive Secretary of the UNFCC, said today, it’s go-time for governments at COP28 this week. To examine the latest stories Ed Crooks has assembled a panel of energy experts: regular Energy Gang guest Melissa Lott, who is Director of Columbia University’s Center on Global Energy Policy, Morgan Bazilion, Director of the Payne Institute for Public Policy and professor of public policy at the Colorado School of Mines, and Julio Friedmann, Chief Scientist at Carbon Direct. Together they debate the efficacy of an annual climate summit, the potential impacts of next year’s US and UK elections on global climate and energy policy and the latest key takeaways from the talks. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, December 08, 2023
COP28: What’s happening with EVs?
An interview with Kristen Siemen from General Motors On this bonus episode recorded live from COP28, Ed Crooks meets Kristen Siemen, Chief Sustainability Officer at General Motors. She sits down with Ed to discuss the current state of the EV market, GM’s plans for the industry and the key takeaways from the conversations at the summit. Subscribe to the show on your podcast platform of choice so you don’t miss any of these special episodes coming live from COP28 , and join the conversation on social media: we’re @theenergygang . See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Thu, December 07, 2023
COP28: Hydrogen headaches
What are the barriers to cheap green hydrogen? As COP28 debates the future of fossil fuels, many people think low-carbon hydrogen could replace them for some uses. But, hydrogen has plenty of problems of its own: water use, public resistance to building infrastructure and above all, its cost. Ed Crooks talks to three leaders from politics and business, who are trying to find ways to cure these headaches. Michelle Lujan-Grisham, Governor of New Mexico has launched an initiative to provide a strategic water supply for the industry. Mark Newman is CEO of Chemours, a company that produces a crucial technology for the electrolyzers that can split water into hydrogen and oxygen. John Hartley is CEO of Levidian, a UK-based company that can use methane to make both hydrogen, and graphene – a valuable carbon product. They’ve all been at COP28, talking about how their solutions could help the world get off fossil fuels. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Wed, December 06, 2023
This year’s COP is breaking new ground
At the halfway point of COP28 the focus is still on fossil fuel abatement. Ed Crooks is joined by Dr Melissa Lott, Director of Research at Columbia University’s Center on Global Energy Policy and Professor at the Climate School, and Michael Webber, the McKetta Centennial Energy Chair at the University of Texas. Together they examine the biggest themes that are dominating debate at COP28. The arguments and discussions are still going on, but as Melissa says, they’re not at the core of what’s happening at this year’s summit. The planning for a clean energy future is the key focus for a diverse collection of energy leaders and global citizens. Phase out vs phase down is still the big topic, and the team give their take on the future of fossil fuels. The pledge to triple renewable energy generation is also put under the microscope. What does it mean for financing in the energy transition? See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Tue, December 05, 2023
Will COP28 deliver a pledge to phase out fossil fuels?
At the halfway point of this year’s climate negotiations at COP28, the focus is still on the proposal that the world’s governments should commit to phasing out fossil fuels. Discussion on the best way forward is still going on; fossil fuels are responsible for the majority of human-induced climate change, and so the world has to stop using them. But as concerns over energy security continue, some say that the debate should not be around fossil fuels v renewables, but rather low-emissions v high-emissions. Is CCUS the technology that will enable continued use of fossil fuels, or is our only option a world powered by 100% renewable and nuclear energy? To discuss this, and to analyze the biggest talking points of today’s talks, Ed is joined by Maria Mendiluce, CEO of the We Mean Business Coalition, which aims to mobilize and guide companies of all sizes on a path to net zero. Maria argues that a complete phase-out of fossil fuels is needed to get the world on course to limit global warming to 1.5 degees C. She wants the governments meeting at COP28 to agree on a commitment to achieve that. Kelly Sims Gallagher also joins the show. She’s the Dean of the Fletcher School at Tufts University, and has been following these climate negotiations since she attended COP2 in 1996. She explains what she expects from this year’s talks and where she thinks COP28 will come out on the future of fossil fuels. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Mon, December 04, 2023
Delivering on the promise of climate finance - at last
The insight and debate from the Climate Co-Lab event at COP28 In 2009, developed countries jointly pledged to mobilise $100bn per annum to support climate action in developing countries. This target has never been met and the pledge will expire in 2025. It is estimated that approximately $5 trillion is required annually, just to avoid the worst impacts of climate change. The New Collective Quantified Goal (NCQG) intended to replace this pledge, is currently under negotiation, due to be finalised by the end of 2024. A successful agreement will unlock the finance needed for mitigation, adaption and loss and damage funds. The Climate Co-Lab event, at the Heriot-Watt campus and in collaboration with Wood Mackenzie and Edinburgh Science, was hosted by Ed Crooks on day 5 of COP28. Joining him to explore climate finance were: Patricia Espinosa Cantellano, Former UNFCCC Executive Secretary, Former Minister of Foreign Affairs of Mexico, Ambassador Emeritus of Mexico, and CEO and Founding Partner of onepoint5. Mohamed Sultan, Regional Lead Africa, Global Methane Hub Nigel Topping CMG, UN Climate Change High-Level Champion at COP26, Member UK CCC, NED at UKIB Together they explore what fundamental changes in global systems need to occur to scale and deliver on decarbonization. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Mon, December 04, 2023
The Energy Gang on the ground at COP28: the summit so far
Part one of our coverage live from the conference Ed Crooks is joined by Amy Harder & Bill Spindle from Cipher, the publication supported by Breakthrough Energy – the clean energy network founded by Bill Gates. Amy and Bill have been in Dubai since the start of the conference, and they analyze the big stories to come out of the first few days. The loss and damage fund is the main focus; a few hundred million has been pledged to help developing nations deal with the impacts of climate change, but it’s a drop in the bucket for what’s needed. Also, COP28 itself: there’s debate on the effectiveness of these talks every year, but there have been positive stories already. The tripling of renewables, pledges on methane reduction and loss and damages have all been high on the agenda. Listen in as we kick off our special podcast series, live from Expo City in Dubai at COP28. Follow us on the socials – we’re @theenergygang See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, December 01, 2023
What can we expect from COP28?
COP28, this year’s Conference of the Parties to the UN Framework Convention on Climate Change, started in Dubai on Thursday November 30. The Energy Gang will be there, bringing you all the latest news from the negotiations and explaining what it all means. As the climate talks get under way, Ed Crooks sits down in New York with Energy Gang regulars Dr Melissa Lott and Amy Myers-Jaffe to look ahead to the talks. On the show today, they explore the four key items on the agenda: The Global Stocktake – a review of progress on cutting emissions since the Paris Agreement was signed. The renewables goal – the idea that governments should commit to tripling renewable energy generation capacity by 2030. The methane pledge – commitments to reduce carbon footprints by cutting methane leakage from oil and gas operations. And climate finance – the search for ways to get rich countries to pay to help poorer countries cut their emissions and adapt to a changing climate. Subscribe to the show so you don’t miss the special bonus episodes coming daily from the 4-8th December, and join the conversation by finding us on X; we’re @theenergygang. For more information visit woodmac.com/podcasts. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, November 17, 2023
Thanksgiving Special: a family debate about energy
Thanksgiving is a special time in America when families across the country get together and argue. In honor of that tradition, host Ed Crooks and regular Amy Myers-Jaffe are joined by Danny and Toby Rice, two brothers who have both had very successful careers in energy but have gone in somewhat different directions. Toby Rice is president and chief executive of EQT, the largest producer of natural gas in the US. He is an advocate for the benefits of exporting liquefied natural gas, and makes the case for its importance in strengthening energy security, creating jobs, and cutting greenhouse gas emissions. Danny Rice is chief executive of NET Power, which is developing utility-scale power plants with its proprietary technology that uses natural gas while capturing more than 97% of its emissions. With Ed and Amy, they debate the case for gas as a climate solution. Is gas really any better than coal when full life-cycle emissions are counted? And even if it can reduce emissions, how much good is that when what we need is not lower carbon but zero carbon? How much does the case for gas rely on carbon capture and storage, which has no clear path to large-scale deployment? Join us at the Energy Gang table for a Thanksgiving debate on family, energy, and what we should be thankful for. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, November 03, 2023
Will oil, gas and coal peak by 2030?
The International Energy Agency last week published its World Energy Outlook, which is its big annual review of everything that is going on in the world of energy. One of the headlines that has been attracting a lot of attention is the forecast that, on current trends, demand for all three fossil fuels – that is, oil, gas and goal – will peak before 2030. The IEA’s report states that the pathway to limiting global warming to 1.5 degrees C, the objective the world set in the Paris Agreement, is still open. Although if we carry on as we are, by 2030 it won’t be. Joining Ed Crooks to discuss the IEA’s views and progress in the transition away from fossil fuels are Dr Melissa Lott and Amy Myers-Jaffe. Regular Energy Gang guests, Melissa is Director of Columbia University’s Center on Global Energy Policy. Amy heads up NYU’s Energy, Climate Justice and Sustainability Lab. They debate whether this decade might witness the arrival of peak fossil fuel demand. What are the forecasts saying, and are they believable? The gang weigh up the recent tide of bad news about electric vehicles. Should we be preparing for an abrupt turn away from EVs? What could it mean for oil demand if it happened? And how should we interpret the two recent mega-deals in the US oil industry? Plus: offshore wind is in trouble. Rising interest rates and supply chain issues are driving up costs, and big projects in the US are being cancelled. Can the industry find a way out of its predicament? And finally, China’s share of global production of spherical graphite, used in battery anodes, is over 99%, putting it in a strong position in global supply chains. Now China has announced new export restrictions on several forms of graphite, raising questions about whether a new vulnerability has been exposed for US and European battery and EV manufacturers. It’s a packed show, and as always we are keen to hear your thoughts and comments. You can find us on most platforms as @theenergygang. Subscribe to the show so you don’t miss the next one, out every second Friday at 7am ET. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, October 20, 2023
Fifty years since the first Oil Shock: how much has changed?
This week marks 50 years, almost to the day, since the 1973 OPEC oil embargo on the US, which led to global oil prices soaring. Oil’s potential role as a political weapon was thrown into sharp relief, and the world woke up to a new awareness of the vital importance of energy security. On the Energy Gang this week, Ed Crooks hosts Robbie Orvis and Amy Myers Jaffe, to explore the parallels between that first great oil shock and the economic and political issues arising from the conflict in the Middle East today. Robbie is Senior Director of Modeling and Analysis at the think-tank Energy Innovation, and Amy is Director of NYU’s Energy, Climate Justice and Sustainability Lab. Together they discuss the implications for energy security in the US, and around the world, of the fighting that began with the Hamas terrorist attack on Israel. This month US oil production has hit a new all-time record high, at 13.2 million barrels a day. This surge in production means the US will be a net exporter of crude and oil products this year, to the tune of almost 2 million barrels a day. That sounds like it should help US energy security, but does it really? Despite surging production, US consumers remain vulnerable to fluctuations in fuel prices. Reducing oil consumption, as the gang discuss, could be the best way to strengthen energy security. Electric vehicles play a critical role in helping to break our addiction to oil. There have been some big changes in that industry this year, with most leading auto-makers, including Hyundai, Kia, Ford, GM, and others, adopting the North American Charging Standard developed by Tesla. That is a big win for Elon Musk, but more importantly it’s a big win for customers, who won’t have to worry about getting an EV with the right connection ports to find public chargers. It’s like Lightning cables versus USB-C, but with much more at stake. Finally, we look once again at the ever-evolving hydrogen sector. The Biden administration last week announced the seven Hydrogen Hubs selected to share $7 billion in government funding to accelerate the domestic market for clean hydrogen. The hubs are spread around the country, from the Pacific Northwest to south Texas, and are intended to catalyse more than $40 billion of private sector investment. The idea behind the hubs is that developing the industry in a few locations will make it easier to share infrastructure and a skilled workforce, helping to bring costs down faster. But questions still remain about how big a role hydrogen can play in the energy transition. It’s a packed show, and as usual we are keen to hear thoughts and comments. You can find us on most platforms – we’re @theenergygang. Subscribe to the show so you don’t miss the next one, out every second Friday at 7am ET. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at <a
Fri, October 06, 2023
The energy transition needs minerals. Is deep sea mining the best way to get them?
The International Energy Agency last month held its first ever summit to discuss Critical Minerals and Clean Energy. It was attended by more than 50 countries, which came together to discuss ways to secure the critical minerals that are needed to make the transition to low-carbon energy. Whether it’s copper wiring in electricity systems, steel in a wind turbine, or lithium in an EV battery, metals are vital for low-carbon technologies, and demand is only going to increase over the next decade. New mines for these metals can take a long time to bring into production, raising fears about whether supplies can keep up. One solution to this problem that’s been getting a lot of attention recently is sea-bed mining. It is a potentially significant new source of supply for some of these critical metals, but it’s also highly controversial because of the damage it could do to deep water ocean ecosystems. On the Energy Gang this week, Ed Crooks is back in the host’s chair, and joined by regular Amy Harder, Executive Editor of Cipher, a news outlet supported by Breakthrough Energy. Amy recently interviewed the Prime Minister of Norway, Jonas Gahr Støre, in New York, and she details the main takeaways from that conversation on the show today. Some Norwegian lawmakers have called for a 10-year delay to the country’s plans to allow deep sea mining so that the environmental impacts can be studied. Dr Melissa Lott, Director of Columbia University’s Center on Global Energy Policy, is also on the show and she outlines some of those environmental impacts. The demand for critical minerals could necessitate offshore mining, but it is not the only possible option. Recycling can be another source of increased supply. A study from the International Council on Clean Transportation said that at the end of last year, US plants had the capacity to produce about 100,000 tons a year of recycled battery materials. Total capacity for proposed new plants that have been announced is about 650,000 tons a year. Even that is still only enough for about 1.3 million EVs a year, which might be roughly the number that will be sold in the US this year. So as the market grows, we are going to need more. Plus, the IEA published a report last week called the ‘Net Zero Roadmap’, which said the road was still open to limit warming to 1.5 degrees Celsius. But is it really feasible? Is it time to call it, admit that that goal is out of reach, and concentrate on a more achievable target? Could carbon capture now be our only hope of reaching that goal? Subscribe to the show so you don’t miss an episode, out every second Friday, and follow the conversation on X – we’re <a href="https://twitter.com/theenergygang?lang=en" rel="noopener n
Wed, September 27, 2023
The Energy Gang at the London Hydrogen Conference – Part 2
Host Ed Crooks brings you the second of two special episodes recorded live from Wood Mackenzie’s Hydrogen Conference. In the rapidly changing energy landscape, hydrogen has become a hot topic. For some, it represents a beacon of potential for meeting global net-zero ambitions. For others, it is a costly and ineffective blind alley. As the clean energy transition advances, hydrogen has seen a surge in interest and investment around the world. This episode delves into different facets of the hydrogen revolution, examining its transformative potential from various perspectives. The episode starts off with Will Lochhead, Deputy Director and Head of Hydrogen Production and Storage Business Models at the UK government’s Department For Energy Security and Net Zero. The UK government has firmly set its sight on reducing uncertainties and mitigating risks associated with the hydrogen economy, to open up new opportunities for potential market participants. The British government has set an ambition of reaching up to 10 gigawatts of low carbon hydrogen production capacity by 2030. Will Lochhead discusses a key tool for achieving that goal: the Low Carbon Hydrogen Agreement, the contract designed to underpin hydrogen production business models. One promising use for low-carbon hydrogen, that could play an important role in the energy transition, is for making low-carbon ammonia. Today, ammonia is predominantly used in the production of fertilizers. In the future, we might see a more wider use of low-carbon ammonia, expanding into power generation and industrial processes. A leading producer of ammonia, OCI Global, is pioneering sustainable ammonia production, viewing it as a viable solution in the decarbonisation journey. With projects around the world, OCI sees the potential for low-carbon ammonia as a versatile product: a fuel for sectors including power and shipping, and potentially as a vector for transporting hydrogen around the world. Akshay Bhardwaj, head of commercial business development for global ammonia at OCI Global, joins us to discuss the potential transformation of the industry. Low-carbon ammonia could also play a role in cutting emissions from agriculture. Laura Cross, Director of Market Intelligence at the International Fertiliser Association, shares insights on the key issues in the industry, including the cost implications. The industry faces some significant challenge in building a substantial market for low-carbon fertilisers. Lastly we hear from David Burns, Vice President of Clean Energy at Linde, on how hydrogen and carbon capture fit together. He argues that as we strive for a net-zero future, long-term decisions must strike a balance between today's capabilities and future technology developments. “Blue” hydrogen, while not entirely emissions-free, is cost-effective, easily scalable, and plays a key role in most current large-scale low-carbon projects. By contrast, “
Tue, September 26, 2023
The Energy Gang at the London Hydrogen Conference – Part 1
Host Ed Crooks brings you the first of two special episodes recorded live from Wood Mackenzie’s Hydrogen Conference Industry leaders and energy analysts gathered recently for the second annual Wood Mackenzie Hydrogen Conference, where they debated the potential of hydrogen in the global energy mix. Join host Ed Crooks in the first of two special episodes from the conference, with part two coming out tomorrow. The conference provided a forum to discuss how hydrogen, with all its potential and challenges, can help to shape the course of the energy industry. Hydrogen, long considered the energy carrier of the future, is finally claiming its position in the present reality of decarbonised energy systems. As the world debates how best to meet the challenge of climate change, low-carbon hydrogen is becoming a central part of the conversation about the clean energy transition. The shift towards hydrogen presents both challenges and opportunities for energy companies around the globe. The rising prominence of hydrogen will require concerted efforts to surmount obstacles related to safety, emissions, social acceptability, and above all, cost. Andy Lane, the Vice President of Hydrogen and Carbon capture in the UK for BP, spoke on a panel at the event and discussed the importance of China for the future of clean energy and the fight to limit climate change. In the US, the Inflation Reduction Act (IRA), passed last year, is intended to establish the nation as one of the world leaders in low-carbon hydrogen. Rick Beuttel from Bloom Energy and Mona Bagat of KBR Consulting talk about the impact of those government incentives, and how the US is positioned in the low-carbon hydrogen race. They also debate the relative advantages and drawbacks of “green” hydrogen, made by electrolysing water using renewable energy, and “blue” hydrogen, made from natural gas and with the carbon emissions captured and stored. This conference also provided insight into technology leaders navigating the challenges of a rapidly-evolving energy market. Ines Kraft from German electrolyser company, Sunfire, explained how they recently installed the world's first multi-megawatt high temperature electrolyser for green hydrogen production. She discusses the daunting challenge the EU faces in meeting its 2030 goal for developing a new low-carbon hydrogen industry. Finally, we wrap up part 1 from the conference with Andre Pina from EDP Renewables discussing opportunities for an international market in hydrogen and its derivatives traded around the world. Don’t forget part 2 from the conference is out tomorrow, subscribe so you don’t miss an episode! See Privacy Policy at https://art19.com/privacy and California Privacy Notice at ht
Fri, September 22, 2023
The Energy Gang Live from NYU: An Expert Analysis on the Energy Transition Landscape
What’s Next for US Energy Policy? As part of Climate Week in New York, The Energy Gang recorded a special edition in partnership with New York University: an expert panel discussing the future direction of US climate policy and its implications for the energy transition. Amy Myers Jaffe, a regular contributor to The Energy Gang and director of the Energy, Climate, Justice, and Sustainability Lab at NYU, hosted the event, leading a conversation about the key steps that governments, regulators and companies need to take to pave the way to a low-carbon future. Joining her for the discussion were Ana Unruh Cohen, the senior Director for NEPA Clean Energy and Infrastructure at the White House Council on Environmental Quality; Elizabeth Gore, the senior vice president of political affairs at the Environmental Defense Fund; and Rob Gramlich, founder and president of Grid Strategies, LLC. The vital need to strengthen the US power grid was one of the key topics. As Rob Gramlich explains, it is about more than just funding: regulation and policy support are critical, too. The new rule on transmission planning and cost allocation proposed by FERC – the Federal Energy Regulatory Commission – is seen as an essential component of an energy policy suited for the new world of low-carbon power supply. The need for efficient and transparent permitting of new infrastructure projects was also highlighted in the discussion. Building a low-carbon energy system requires massive investment in infrastructure such as power lines and wind farms. The harder it is to get those projects built, the slower the transition to low-carbon energy will be. The panel discuss some of the key issues involved in securing approvals for projects, including the Permitting Action Plan of 2021, the updates to regulations implementing the National Environmental Policy Act (NEPA), and infrastructure buildouts' community benefits. Towards the end of the discussion, the panel shifts its focus towards hydrogen. Is it truly the next frontier for climate solutions, or is it a mere distraction? The US already produces about 10 million metric tons of hydrogen annually, with high carbon emissions, for industrial use. But there is mixed opinion about the potential for much more extensive use of low-carbon hydrogen as a way to cut emissions in sectors where it is not currently used, such as steel-making and power generation. As research and development continues, hydrogen looks set to remain a contentious topic in climate and energy debates in the future. Follow the conversation on X – we’re @theenergygang. And subscribe to the show so you don’t miss an episode. See Privacy Policy at <a href="https://art19.com/pri
Fri, September 08, 2023
The US Government Is Rolling The Dice On Direct Air Capture
Direct air capture and carbon sequestration – is it viable, and scalable? The U.S. Department of Energy announced in late August that it would be investing $1.2 billion in two direct air capture or DAC facilities. Direct air capture technology, which uses either chemical media (such as a liquid solvent or solid sorbents) or physical processes involving filters to remove C02 directly from the atmosphere. Carbon capture technologies - that capture CO2 at emissions point sources, like power plants or steel making - is also an area the DOE will be supporting for demonstration projects. Some environmentalists have sharply criticized the Biden administration for providing financial support for DAC and CCS technologies, arguing not only is the technology expensive and unproven, but that it serves as a false flag mechanism by the oil and gas industry to sanction them to continue emitting greenhouse gases. So should the government be investing billions in these technologies? Can CCS and DAC play a role in decarbonizing hard to abate sectors? To answer these questions and more, guest host Amy Myers-Jaffe steps in for regular host Ed Crooks to anchor the show this week. Amy is Director of NYU’s Energy, Climate Justice and Sustainability Lab. She’s enlisted two Energy Gang regulars and climate modelling experts to explore the world of carbon capture: Emily Grubert, Associate Professor of Sustainable Energy Policy at the Keough School of Global Affairs at the University of Notre Dame, and Robbie Orvis, Senior Director of Modelling and Analysis at the climate thinktank Energy Innovation. Emily explains the challenges and viability of direct air capture as a technology, while Robbie outlines the modelling that implicates the oil industry in pushing for carbon capture; is it to prolong the lifespan of fossil fuel technologies? It’s an episode packed with science and analysis, as well as an in-depth look the socio-political implications of initiatives such as DAC and CCS. There’s discussion around NIMBYism, and concern of local communities around the environmental impact of the projects proposed by the DOE. How currently available incentives are structured raises another issue — they incentivize the capture of maximum CO2 for sequestration but neglect to account for how much greenhouse gas is invested in the capture process. This invites operations that can produce large amounts of CO2 to do so as they can more easily remove it from flue gas streams due to higher concentrations resulting from the use of fossil fuels. The team wrap up the show by discussing the point that energy sectors we're dealing with – including cement, steel, and various chemical productions – are mostly old, often outdated. So, is it more feasible to create a billion-dollar investment to build CCS plants on the backends of these facilities, or to invest in newer, greener technologies and start afresh? As more sustainable methods
Fri, August 25, 2023
Riding The Solar Coaster of Clean Energy Investment
It’s a little over a year since the US Inflation Reduction Act was passed into law. Solar was one of the main beneficiaries, thanks to an extension and expansion of the tax credits available to the industry. So why has the sector fallen out of favour with investors recently? August was a difficult month for the markets in general, but companies including First Solar, Sunrun, Sunpower and Sunnova (who have been featured on our sister podcast The Interchange) have had it particularly rough. To look into what’s going on, host Ed Crooks is joined by two of our regular finance and investment experts: Shanu Mathew, of Lazard Asset Management, and Amy Myers-Jaffe, of NYU’s Energy, Climate Justice and Sustainability Lab. Together, look at the residential and utility-scale solar markets and the investment going into them, the US perspective against a global investment backdrop, and the long-term prospects for solar. Also in this show: what went wrong at Proterra? Proterra was an electric bus and battery company championed by President Biden as an example of how the US could build a manufacturing base in cleantech, but it filed for bankruptcy in early August. What does its failure tell us about the future of electric vehicles? And how do these challenges facing two key sectors, solar and EVs, change our perceptions of the clean energy transition? Finally, ESG investing is in the spotlight again. Larry Fink, CEO of Blackrock – one of the world’s biggest asset management firms – said recently that he “doesn’t use the word ESG any more, because it’s been entirely weaponised...by the far left and weaponised by the far right.” Republican politicians in the US have attacked ESG as “a direct threat to the American economy, individual economic freedom, and our way of life.” Some statistics have suggested that interest in ESG investing has been waning from its high point in 2021. Amy says the capital is still flowing into clean energy, but investors need to “pick the right team, the right technology, the right management.” Shanu argues that the trends still support moves towards increased sustainability and the use of environmental, social and governance factors in investment decisions. ESG may not be a buzz-word any more, at least not in a positive sense. But the ideas that lie behind it can still be useful. Follow the conversation on X, the platform we know as Twitter – we’re @theenergygang. And subscribe to the show so you don’t miss an episode. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, August 11, 2023
Defeating Doomerism: The Search For A New Climate Narrative
On the last Energy Gang we looked at the impact of record temperatures on the energy sector. This week, we discuss another impact of climate change: its effect on human psychology. We discuss how the way we talk about global warming affects how we respond to it. A recent study in the journal Global Environmental Change argued that scientists and media organizations need to rethink the way they talk about climate change. The study’s authors called on the media to emphasise potential solutions to rising temperatures, rather than focusing solely on the dire consequences. This shift towards solutions-oriented thinking could help prevent a pervasive sense of fatalism: the idea that humans can do nothing useful to mitigate climate change. Doomerism, as it is sometimes known, seems to be creeping more and more into the conversation. Is it an inevitable consequence of the way we talk about climate change? One point that researchers have found is that using the term “climate emergency” reduced the perceived credibility of news reports, and the likelihood that people would take action, compared to using “climate change.” News about climate impacts leads to increased fear and decreased hope, relative to the impact of news about climate action. Are the media inadvertently encouraging people to believe that our civilization is fated to end in disaster, and we are all going to burn if we live long enough, so we might as well just live for the moment and enjoy the ride any way we can? To discuss the impact of climate doomerism on our mental health, and more, host Ed Crooks is joined by Dr Melissa Lott, Director of the Centre on Global Energy Policy at Columbia University. Melissa argues that the evidence shows there are in fact workable solutions to climate change, and that “everything we do to try to reduce emissions to any degree, already protects health.” So doomerism is not based on reality. Also on this episode is Amy Harder, who is the Executive Editor of Cipher, a news outlet supported by Breakthrough Energy, the climate investing and policy organization backed by Bill Gates. She has some new polling data on public attitudes to climate change, published by Pew Research. Looking for solutions led us to one answer to emissions that has made the news in recent weeks: carbon utilization. Amy’s outlet Cipher recently published a story looking at the debate in the US over tax breaks for carbon capture, and what happens to the carbon dioxide after it is captured. Amy explores with Ed and Melissa what this means for energy and the potential for carbon utilization as a whole. As always, please subscribe so you don’t miss an episode. You can find the report from Pew Research on US attitudes to climate change here: https://www.pewresearch.org/science/2023/08/09/why-s
Fri, July 28, 2023
Heating Up: What Record Temperatures Mean For Energy
New challenges for our power supplies in a warming world. Global temperatures have been breaking records this summer. On some estimates, the earth is the hottest that it has been for about 125,000 years. In Phoenix, Arizona, temperatures have consistently reached over 110 degrees Fahrenheit, and people are being hospitalized with severe burns after falling on the ground. The heat is bringing other threats, including the wildfires that have been burning out of control in parts of southern Europe and Canada. Extreme heat inflates the demand for energy, particularly power for cooling and air conditioning, putting new strains on the power grid. In the US, electricity demand has been shattering records in Texas and Phoenix, and it's on a similar trend in other arts of the world, too. India's power demand, for instance, has been hitting new record highs due to the scorching temperatures and a steadily expanding economy. To explore the impacts of the extreme weather we’ve been seeing, host Ed Crooks is joined by Energy Gang regulars Dr Melissa Lott of Columbia University’s Centre on Global Energy Policy, and Amy Myers Jaffe, from NYU’s Energy, Climate Justice, and Sustainability Lab. The gang discusses the ramifications of a warming world, and the stresses that it creates. To take just one example, to cope with extreme temperatures more people use air-conditioning, which often means increasing the use of fossil fuels, adding to the greenhouse gases in the atmosphere. In China, coal-fired power output in June was up 14% from the same month in 2022. The gang discuss the huge global disparities in energy usage around the world. In the US, about 90% of households have air-conditioning, while in the lower-income economies of Asia and Africa, it is 10% or less. Melissa and Amy discuss how the transition to a lower-carbon world will be viable only if it acknowledges the rest of the world’s demand for the comforts enjoyed in rich countries today. Climate change also causes problems for energy production. In Africa, hydropower plays a large role in electricity generation. As weather patterns shift, regions that rely on particular patterns of rainfall can struggle. Parts of China have been suffering blackouts this summer because of low hydro power generation, while California has been helped by relatively high snow and rainfall over the past winter. Picking up a theme from a previous episode of the show, when Dr Sarah Kapnick of the National Oceanographic and Atmospheric Administration was a guest, the gang discuss the need for more advanced climate modelling to understand the factors shaping energy demand and supply. Finally, there is news of a potentially exciting breakthrough in what could be an important source of dispatchable power with zero emissions: geothermal energy. A company called Fervo Energy, led and staffed by people with backgrounds in both low-carbon energy and oil and gas, has
Fri, July 14, 2023
The Race To Lead The World In Clean Energy
Bidenomics’ is the new buzzword that the US administration is using to brand its industrial strategy. What does it mean for energy in the US, and around the world? Last week, President Joe Biden spoke in South Carolina about his economic vision: a strategy that he is calling “Bidenomics”, with the energy transition is right at the heart of it. By “turning the climate crisis into an opportunity”, the White House says, the US can create good-paying jobs in clean energy while also bringing down consumers’ energy costs. When the president and his administration talk about their energy policies, the focus is generally on jobs, investment, and the international race to lead in the technologies of the future, not the need to reduce greenhouse gas emissions. The Inflation Reduction Act was the legislative core of this plan, with its array of incentives for low-carbon-energy, and for US-produced equipment in particular. As we approach a year since it was passed, there is plenty of evidence that it is contributing to upturn in US manufacturing. Spending on new factories has been tracking at a rate of about $190 billion a year, triple the average rate of the 2010s. But are there dangers in the administration’s drive to create new domestic industries in low-carbon technologies? To discuss that question and more, host Ed Crooks is joined by regulars Melissa Lott and Amy Myers-Jaffe. Melissa is Director of Research at Columbia University’s Centre on Global Energy Policy, and Amy is Director of the Energy, Climate Justice, and Sustainability Lab at New York University. One of the biggest issues in terms of international tensions around renewable energy manufacturing is China, which is currently the dominant producer for products and components such as batteries and solar panels. At the same time as it is trying to wrest global leadership from China in some of those key sectors, the US is also arguing that the two countries need to work together to tackle the threat of climate change. Melissa was in China last week – as was US Treasury Secretary Janet Yellen – and shares her insights on the implications of two countries’ energy strategies. One new development is that China is restricting exports of gallium and germanium, which are used in semiconductors, fibre-optic cables, and some electrical equipment. Amy discusses what these restrictions might mean for energy producers. And the gang discuss the question: what does this new trade flare-up teach us about how much countries need to work together to make the progress we need in developing clean energy? If our world’s greatest challenges, including climate change, can only be solved through co-operation, does competition between countries risk pushing us off course? Join the discussion on Twitter – we’re @theenergygang, or visit woodmac.com/podcasts for more. See Privacy Policy at <a href="https://art19.com/privacy" rel="noopener nore
Fri, June 30, 2023
Controversy Over COP28
This year’s climate talks have already drawn widespread criticism. Can they make progress? COP28, this year’s Conference of the Parties to the United Nations Framework Convention on Climate Change, is still five months away, but the discussion around it is already intense. The conference is being held in Dubai, a choice that has drawn criticism because the United Arab Emirates is one of the world’s leading oil-producing countries. Last year’s COP27, held in Egypt, was widely considered a failure. There was a lack of new commitments to cut emissions, and many analysts have concluded that the Paris Agreement’s goal of limiting global warming to no more than 1.5 degrees C is now slipping out of reach. Environmental groups have warned that the influence of fossil fuel producers could mean that COP28 marks another year without real progress. On the other hand, there is an argument that the effort to tackle climate change has to be global, involving every country in the world, even if not every country makes the same contribution. Oil-producing countries, and the countries that use that oil, have to be included in the negotiations. If they are not, the effort to cut global emissions will fail. Joining host Ed Crooks to explore the issues around COP28 is Emily Grubert, Associate Professor of Sustainable Energy Policy in the Keough School of Global Affairs at the University of Notre Dame. They are joined by Joseph Majkut, Director of the Energy, Security and Climate Change Program at the Center for Strategic and International Studies in Washington. The gang also discuss battery technologies for long duration energy storage. As wind and solar now, there’s a greatly increased need for more solutions to help manage the stability of the grid, and companies are now coming forward with commercially viable long duration batteries to meet that need. What are the new technologies beyond the lithium ion batteries used in everything from phones to EVs? How can our electricity systems be made more resilient with the help of batteries that can deliver power not just for a few hours, but for several days? As grids across North America are challenged by heatwaves and wildfires, it is an increasingly urgent question. Follow the show on Twitter – we’re @theenergygang and subscribe so you don’t miss an episode. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, June 16, 2023
What Does The US Debt Ceiling Deal Mean For Clean Energy?
The north-eastern US has taken on a post-apocalyptic appearance recently, blanketed by smoke from wildfires in Canada. Host Ed Crooks and regular guest Melissa Lott, Director of Research at Columbia University’s Center on Global Energy Policy, are both based in New York and saw first-hand the extent of the fires that have been burning in Quebec. In recent years we have seen huge fires up and down the west coast of North America, in Siberia, in central Greece, to name just a few regions that have been affected. The gang discuss the implications of the fires for human health, for the energy system, and for our understanding of climate change. The big news from Washington has been that the US has averted a global financial crisis, thanks to Congress and President Joe Biden coming together to make a deal over the ceiling on the country’s national debt. The agreement suspends the debt ceiling to January 2025, meaning the US can avoid defaulting on its debts, at least for a while. The legislation also had some important implications for energy. The generous tax credits for low-carbon energy included in last year’s Inflation Reduction Act had been in danger, as Republicans in the House of Representatives moved to repeal them, but in the final deal they were saved. One initiative with plenty of support from both Republicans and Democrats did make progress: the legislation included moves to streamline permitting for infrastructure projects, which could help clear a path for low-carbon energy investments. To make sense of it all the Energy Gang enlisted Robbie Orvis, Senior Director for Modelling and Analysis at the Washington-based think-tank Energy Innovation. Is the legislation that’s just been passed going to make a significant difference to the speed at which we can build put low-carbon infrastructure? Robbie’s initial reaction is that it’s a small step on the way, but it’s incremental. Meanwhile, there is a raft of new regulations coming from the Environmental Protection Agency, intended to cut emissions from light and heavy road vehicles, and from power generation. Together the gang examine the proposed rules. What impact will they have? And are new regulations basically an irrelevance in industries that are changing dramatically anyway? Plus: the inauguration of the first ever Energy Gang Book Group. We are picking a book to read together, and the gang will discuss it at the end of the summer. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, June 02, 2023
Big Green Is Under Attack - As Clean Energy Scales Up, Criticism Grows
More money will be invested this year in the solar industry than in oil production. So said Faith Birol, executive director of the International Energy Agency, last week. Amy Harder, executive editor of Cipher, attended the Cleanpower 2023 event in New Orleans and experienced at first-hand what it means for the Big Green energy industry to be rivalling the scale of Big Oil. The event has been dubbed the ‘Coachella of clean energy’ and as Amy recounts walking the half-mile long hall, full of clean energy businesses looking to capitalise on the booming industry, that comparison certainly seems appropriate. Amy Myers Jaffe, director of NYU’s Center for Global Affairs, is also on the show this week. She says that what was once seen as a huge divide between the high-carbon and low-carbon energy industries is now being bridged. But she argues there is still an important role for governments in supporting the growth of newer energy technologies that would otherwise find it too difficult to break into markets dominated by old energy incumbents. After discussing how the emergence of the Big Green industry relates to US permitting reforms that could affect all energy infrastructure projects, the gang turn their attention to the G7. The recent summit in Hiroshima included some important discussions of the climate and energy, with world leaders repeating their commitments to accelerating the phase-out of fossil fuels, but also acknowledging the case for increased gas production to replace Russian supplies. Finally, whatever happened to alternative protein? Impossible Foods, Beyond Meat and some of the other companies in the sector have been cutting jobs. Beyond Meat’s share price, which peaked at about $235 in the summer of 2019, is about $10 this week. Impossible Foods has been talking about an IPO, but now says it is not going to happen this year. It’s clear that if you can cut the emissions from food production, and from beef in particular, the climate benefits could be huge. Should changing diets play a bigger role in climate strategy? Subscribe to the show so you don’t miss an episode and follow us on Twitter, we’re @theenergygang Wood Mackenzie’s Solar & Energy Storage Summit is back, taking place at the Palace Hotel in San Francisco on June 21 and 22. Join expert solar and storage analysts for discussions with leading grid-scale utilities, solar and energy storage developers and federal policy makers. How is the IRA catapulting the development of solar and storage in North America? How can we continue to build a productive environment for solar and energy storage as we move forward with the energy transition? What is required to nurture the development of a thriving localized storage component supply chain? </p
Fri, May 19, 2023
AI in Energy; Evolution or Revolution?
The excitement around ChatGPT and other large language models has put AI firmly in the spotlight in recent months. Public perception is that we’re entering a new age of AI; it is a brand-new technology that promises to change our lives. In the world of energy, though, AI is not a new concept. GE was developing its AI capabilities more than a decade ago. BP invested in an AI company in 2017 to support oil exploration and production. And so far, although you can see the impact of AI in many parts of the world of energy, it has not exactly transformed the fundamentals of the industry. So when people get excited about AI in energy today, and expecting revolutionary change, are they just buying into some well-orchestrated hype? Amy Myers-Jaffe is Director of the Energy, Climate Justice and Sustainability Lab at New York University. She joins Ed and explains the real-world benefits of automation and AI for electricity networks. Automating home energy use and business operations in conjunction with power supplies could have huge implications for energy. The gang is also joined this week by Michael Webber. Michael is the Josey Centennial Professor in Energy Resources, in the Walker Department of Mechanical Engineering at The University of Texas. He’s also CTO of Energy Impact Partners, a cleantech venture fund. Together, the team examine whether AI will transform energy and our lives in the same way the internet did. And they assess the question: is AI the tool that will ultimately open the door to a net zero energy system? Subscribe to the show so you don’t miss an episode and follow us on Twitter, we’re @theenergygang Wood Mackenzie’s Solar & Energy Storage Summit is back, taking place at the Palace Hotel in San Francisco on June 21 and 22. Join expert solar and storage analysts for discussions with leading grid-scale utilities, solar and energy storage developers and federal policy makers. How is the IRA catapulting the development of solar and storage in North America? How can we continue to build a productive environment for solar and energy storage as we move forward with the energy transition? What is required to nurture the development of a thriving localized storage component supply chain? Expect two days of panel discussions, presentations and workshops, as we explore the opportunities for solar and storage in the coming decades. If you are interested in sponsoring or attending find out more on woodmac.com/events/solar-energy-storage-summit See Privacy Policy at <a href="htt
Fri, May 05, 2023
Wind and Whales: How Can We Manage The Conflicts When Energy Investment Affects Local Communities And Eco-systems?
On the Energy Gang this week, Ed Crooks is joined by Dr. Melissa Lott, the Director of Research at the Center on Global Energy Policy at Columbia University, and Amy Duffuor, who is a General Partner at Azolla Ventures, a climate-focused investment firm. In this week’s episode, the gang start of by discussing the recent outcry over the possible impact of offshore wind development on whales. Although there is no evidence connecting the wind industry’s activities to the rise in whale deaths, people are worried that there could be a link. It’s an example of the broader issue in energy investment: there can often be tensions and conflicts between what we need to do to tackle the threat of climate change and the interests of local communities and eco-systems. The transition to a low-carbon energy system means building a huge amount of stuff, from wind farms to power lines to lithium mines to flood defenses. The industry is under intense scrutiny to show that it can develop the infrastructure we need in a responsible way. Also on this show: “electrify everything” has been a slogan in the clean energy movement for a long time. Now it is becoming a reality, and gathering momentum. Taking just a couple of recent examples: Poland is building new factories to produce heat pumps that will replace gas boilers for home heating; and the state of California has announced that it wants to move to zero emission vehicles not just for passenger cars and light trucks, but for heavy trucks as well, by the end of 2035. These shifts to use electricity for heating and transport and going to increase the load and strains on grids around the world. How can we make sure that electricity systems can keep up? Finally, Amy’s firm Azolla is part of a new coalition called the Venture Climate Alliance, designed to accelerate progress towards net zero emissions. Why do we need yet another group in the financial sector working on climate and emissions? And what is the role of venture capital in the transition to a clean energy system? Subscribe to the show so you don’t miss an episode and follow us on Twitter, we’re @theenergygang The Energy Gang is brought to you by Wilson Sonsini Goodrich & Rosati—the premier legal services provider to technology, life sciences, and clean energy enterprises. Wilson Sonsini has built a leading energy and climate solutions practice and its team is dedicated to a single goal: advancing what’s next in the energy industry. For more information about Wilson Sonsini’s energy and climate change team, visit wsgr.com See Privacy Policy at https://art19.com/privacy and California
Fri, April 21, 2023
The Energy Gang Live from NYU’s '2040 Now' Event
It’s a special edition of the Energy Gang this week. New York University’s 2040 Now event is an initiative focused on addressing the challenges posed by climate change, and this week the Energy Gang joined in. As part of the week of exercises, talks, exhibitions and discussions, regular Energy Gang member Amy Myers-Jaffe led a workshop on building energy transition scenarios, looking for ways to deepen our understanding of the present and strengthen our predictions about the future. The Energy Gang was there to record live in the Kimmel Center for University Life at NYU. Scenario analysis is particularly useful for analyzing the energy transition, because its trajectory is still uncertain, and a large number of variables can influence outcomes. Some of the most important of those variables are qualitative rather than quantitative, making them hard to analyze in a computer simulation such as an energy systems model. Thinking about a wide range of scenarios is a vital tool for testing assumptions and highlighting alternative possibilities. Amy and host Ed Crooks were joined by Energy Gang regular Robbie Orvis, Senior Director of Modelling and Analysis at the think-tank Energy Innovation, and by Erin Coughlan de Perez, Dignitas Associate Professor at Tufts University. With contributions from NYU professors, students and invited guests, they discussed the aspects of climate, policy, technology and finance that will shape our energy system and climate over the decades to come. And they ask the question: when we try to predict the future of energy, what are we missing? Subscribe to the show so you don’t miss an episode and follow us on Twitter, we’re @theenergygang The Energy Gang is brought to you by Wilson Sonsini Goodrich & Rosati—the premier legal services provider to technology, life sciences, and clean energy enterprises. Wilson Sonsini has built a leading energy and climate solutions practice and its team is dedicated to a single goal: advancing what’s next in the energy industry. For more information about Wilson Sonsini’s energy and climate change team, visit wsgr.com See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, April 07, 2023
Is Geothermal Power The Key To Stabilizing The Grid?
Alternative sources of power are moving into the spotlight. As the share of dispatchable power in our electricity system declines, with coal-fired plants giving way to variable wind and solar, maintaining reliable supplies to keep the lights on becomes more complex. Investment in wind and solar is still vital for making progress towards net zero emissions, but other sources of low-carbon power are also moving into the spotlight. Those can include nuclear and hydrogen generation, as well as wave and tidal power, but there’s another source of renewable energy that’s been attracting a lot of attention recently: geothermal. Today geothermal accounts for just 0.5% of renewables-based capacity for electricity generation globally, but some think it could play a much bigger role in the future. In the past few years there has been growing interest in geothermal energy, driven by some exciting innovations. Quaise Energy, for example, is developing a millimeter wave drill that they say could enable them to deliver energy at $40 per MWh. Fervo is a startup working on horizontal drilling for geothermal, enabling them to reach more areas and lowering surface footprints. On the Energy Gang this week, Ed Crooks is joined by Dr. Melissa Lott, the Director of Research at the Center on Global Energy Policy at Columbia University, and by Nneka Kibuule, who is a Principal at Aligned Climate Capital and co-founder of GreenTech Noir. They discuss the potential of geothermal as an energy source, and the important questions over its environmental impact. What are the trade-offs when we develop new sources of low-carbon energy that could help tackle climate change, but create local impacts on sensitive ecosystems? There’s a $100 million plan to turn apartments in New York City into Virtual Power Plants, or VPPs. There are now hundreds of VPP projects across the US and Canada, with New York and California being the biggest states. But what exactly are they, and how do they work? In New York City, the plan is to control air-conditioning units in real-time to reduce electricity demand, relieving stress on the grid and helping to cut emissions. Nneka Kibuule explains how Aligned Climate Capital has invested in several businesses developing technologies for VPPs, making it possible to turn homes and businesses into a collective energy resource for utilities and the grid. Finally, the focus on ESG investing continues. When investors and companies look at ESG scores and ratings, are they getting too hung up on the numbers and not paying enough attention to all the other important factors that are more difficult to measure? Subscribe to the show so you don’t miss an episode and follow us on Twitter, we’re @theenergygang The Energy Gang is brought to you by Wilson Sonsini Goodrich & Rosati—the premier legal services p
Fri, March 24, 2023
Could a Banking Crisis Stop Our Energy Transition Progress?
It has been a turbulent month in the financial sector, which could have big implications for the world of energy. Mobilising capital is vital for achieving international goals to curb greenhouse gas emissions and to adapt to the impacts of global warming. As the global banking system shudders from the blow of Silicon Valley Bank collapsing, is long-term climate investment being pushed further to the fringes of the agenda? The latest Assessment Report from the IPCC has delivered what’s been called a “final warning” on limiting global warming to 1 .5 degrees C, saying we are on course for about 3.2 degrees C of warming by the end of the century. The report, which aims to bring together and summarise the state of the world’s scientific knowledge on climate change, warns that flows of investment, especially to developing countries, “fall short of the levels needed for adaptation and to achieve mitigation goals across all sectors and regions.” As we learn more about the climate crisis, are we heading for another financial crisis, too? Clean energy share prices have been falling on concerns that the sector will be hit by the collapse of Silicon Valley Bank. Meanwhile, President Biden has used his first veto to protect a government regulation that seeks to encourage the use of ESG (environmental, social and governance) factors in investment decision. The Republicans are leading the charge against ESG investing, arguing that “woke Wall Street” is putting investors’ money at risk. On the show today: Ed Crooks is joined by Dr Melissa Lott from Columbia University, and Shanu Mathew of Lazard Asset Management, to analyse the financial storm we’ve seen brewing in the past few weeks. What exactly has been going on in the banking system? What are the implications for clean energy as the economic clouds are gathering? Rising interest rates are a big contributor to pressure on the banking system, and also have implications for renewables. The gang then get on to the ESG backlash: is it real, and what does it mean for investors and for clean energy companies that need capital? Finally, they review the IPCC report: although the problems it sets out look dire, there are solutions, and Melissa and Shanu have some ideas for how to make them happen. Follow us on Twitter – we’re @theenergygang See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, March 10, 2023
Clearing The Red Tape Around Renewables
Will permitting reforms make it easier to build infrastructure projects? A group called the REPEAT Project at Princeton University calculated last year that to unlock the full emissions reduction potential of the Inflation Reduction Act, the US needed to increase its total high-voltage transmission capacity by about 2.3% a year. That is more than double the pace achieved over the past decade. In Washington, reforms that could make it easier to build all kinds of energy infrastructure, including the grid connections vitally needed for wind, solar and storage, are back on the agenda. Attempts to build bipartisan support for reform in the last Congress failed, but with Republicans, who have control of the House of Representatives, now launching a plan of their own, a window for bipartisan agreement on permitting reform may be opening. Are these the steps needed that will unlock all the investment in renewable energy projects that the US needs? Also on the show: the impact on energy markets from the war in Ukraine seems to be dissipating, but the concerns around energy security remain as strong as ever. Jens Stoltenberg, secretary-general of NATO, said this recently: “Not so long ago, many argued that importing Russian gas was purely an economic issue. It is not. It is a political issue. It is about our security. Because Europe’s dependency on Russian gas made us vulnerable. So, we should not make the same mistakes with China and other authoritarian regimes.” What lessons have we learned following Russia’s invasion of Ukraine? How concerned should we be about excessive reliance on China for low-carbon technologies? Ed Crooks is joined by Dr. Melissa Lott, Director of Research at Columbia University’s Center on Global Energy Policy and Emily Grubert, Associate Professor of Sustainable Energy Policy, at Notre Dame University, to unpack these topics. They also assess the latest innovations in battery chemistry. The availability of critical minerals including lithium, nickel and cobalt for batteries has long been an area for concern. But technological breakthroughs mean that batteries without nickel or cobalt are now a highly competitive option for electric vehicles. And meanwhile batteries without lithium are starting to emerge as viable possibilities. The gang discuss what these breakthroughs mean for the energy transition. As always, please get in touch and let us know your thoughts. Check out our Twitter to suggest any future topics you want us to discuss. We’re @TheEnergyGang. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, February 24, 2023
Climate Change is Shaping Our Most Important Decisions in the Energy Transition
The energy industry influences climate change, and climate change also influences the energy industry. Understanding the consequences of a warming world is essential for making the right decisions as trillions of dollars are invested in energy production around the world. While we work to mitigate climate change by cutting greenhouse gas emissions, we also need to adapt to the changes that we cannot prevent. On the Energy Gang today, Ed Crooks and Melissa Lott are joined by Dr Sarah Kapnick from the National Oceanic and Atmospheric Administration. The NOAA collects data from a fleet of satellites, buoys, weather stations and balloons, and uses the information to try to understand our changing world. Its data and modelling on global warming and its impacts is increasingly being used to inform decisions on renewable investment, emergency planning, technology and more. Melissa also works on these issues in her role as Director of Research at the Center on Global Energy Policy at Columbia University. How do we collect climate data? What impacts of climate change have we seen already, and what can we expect to see in the future? How can we use the information we have to make the best decisions when it comes to curtailing carbon emissions? Climate change was a significant factor in the huge wildfires that hit the US West Coast in recent years, because of two decades of abnormally low precipitation. Dr Kapnick explains how that should influence companies’ and regulators’ decisions about investment and risk management. Wind power generation in Europe was hit by unexpectedly low wind strength in 2021. Climate data and models can inform companies facing these kinds of problems, and should help them plan their investments and operations more effectively, so they can keep the lights on while holding costs down. All this and more on a special climate-focused edition of the Energy Gang. As always, check out our Twitter to let us know your thoughts and any future topics you want us to discuss. We’re @TheEnergyGang. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, February 10, 2023
The IRA 9 Months On: What's Standing in the Way of Progress?
The US Clean Energy Boom: What Might Stop It? The US Inflation Reduction Act, signed into law by President Joe Biden last August, has transformed the outlook for low-carbon energy in the US, because of the array of tax credits and other policy support that has been put in place. Over at Wood Mackenzie we do regular forecasts for the outlook for renewable energy investment in the US and as a result of the Inflation Reduction Act, we have raised our forecast of new solar capacity installations in the US over the coming decade by 50%, and our forecast for wind power installations by 84%. So, things looks really good for low-carbon energy in the US. Arguably better than they have ever looked, in fact. But we can’t just leave it there, with everything seeming right with the world. We need to talk about the barriers that could stop or slow down that boom in low-carbon energy investment. Robbie Orvis, Senior Director of Modelling and Analysis at Energy Innovation: Policy and Technology LLC and Amy Myers-Jaffe, Director of the Energy, Climate Justice & Sustainability Lab, and research professor at NYU, join Ed Crooks on today’s episode to discuss those obstacles, and try to answer the question of whether all this expected extra investment from the Inflation Reduction Act might not happen. The gang also discuss topics including critical minerals — could they be as problematic as fossil fuels — and the issue of energy security. The US is just about self-sufficient in oil and a net exporter of gas. But in battery raw materials it is going to have to be an importer, and mineral processing and cell manufacture are largely concentrated in China. How much of a worry is that? Finally, they discuss low-carbon energy and economic nationalism. Countries are competing to develop their own low-carbon industries, and a little healthy competition is a good thing, right? It’s stimulating ever-more generous support for low-carbon energy. But could it also be causing some problems? As always, let us know your thoughts or any topics you’d like us to cover in future by getting in touch on Twitter. We’re @TheEnergyGang. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, January 27, 2023
The Renaissance of Nuclear Power
What’s led the world to restart the stalled atomic engine? 2022 was a year of important milestones for nuclear power. The most significant piece of climate legislation in US history – the IRA – included tax incentives and investment for the nuclear industry. A $15 per megawatt-hour tax credit for production to keep existing plants competitive, as well as $700 million to build a domestic supply chain for modern reactors, was a statement of intent from a government seeking to increase energy security. There is a resurgence of interest in nuclear power around the world. From the support for nuclear power in recent legislation in the US, to the plans for new reactors in France and the UK, to Japan’s commitment to a new generation of advanced nuclear technology. Soaring prices for natural gas and concerns about energy security following Russia’s invasion of Ukraine have prompted renewed interest in reliable sources of supply. And at the same time, the international pressure to address climate change has not faded. So, zero-emissions sources have the greatest long-term potential. Diablo Canyon in California, Vogtle in Georgia, as well as major projects planned for Poland and Finland have put nuclear firmly back in the spotlight. How far has safety and efficiency developed in the past decades? What’s driven the industry to restart engine of atomic power, previously stalled for decades? We’ve had a lot of correspondence to the show about nuclear power, so we’re dedicating the entire hour to the topic. Ed Crooks is back in the host seat, joined by a distinguished panel of guests. We welcome two new faces to the gang: Katy Huff, Assistant Secretary and head of the Office of Nuclear Energy at the Department of Energy and Carl Perez, CEO of Exodys Energy. Also joining the show is Melissa Lott, Director of the Center on Global Energy Policy at Columbia University’s Climate Lab. It’s a packed show, with discussion on the Biden administration’s strategy for increased nuclear planning, the type of reactors and Exodys Energy’s role in developing the technology, and the challenges to increase nuclear development. Let us know your thoughts on nuclear – we’re @TheEnergyGang. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, January 13, 2023
What Could 2023 Deliver For Energy?
The Energy Gang is back. We’re only a couple of weeks into the new year but already so much has happened. A mild winter so far in Europe has sent wholesale gas prices falling, but there’s still a long way to go. Natural gas is expected to trade at 77.11 Euros per MWh by the end of the quarter, down to pre-Ukraine war levels. With prices down 50% since the December peak, what is that going to do for the rest of the world? It’s just one question we have as the gang looks ahead to 2023 and discuss the opportunities or challenges that may await the energy industry. Melissa Lott, Director of the Centre on Global Energy Policy, is joined by Amy Myers-Jaffe – Director of the Energy, Climate Justice & Sustainability Lab, and research professor at NYU. Together they look forward to the next 12 months: we’re approaching a year of war in Ukraine but how much longer will it continue? What will that do for energy prices and investment this year? Environmental action in 2023 will also be put under the microscope – who is investing, and where? Will we see a doubling-down on alternative energy or a shift back to legacy fuel production to mitigate recession? Finally, a Conference of the Parties in the Middle East approaches at the end of the year. It’s a massive test of the credibility of the Gulf region’s net zero ambitions and pledges. Will it push them to decarbonise, or have previous COPs shown us that it’s all talk, no action? As always, check out our Twitter to let us know your thoughts and any future topics you want us to discuss. We’re @TheEnergyGang. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, December 16, 2022
2022 - The Year In Energy
2022 has been a very eventful year in the world of energy. From January to December there has been an ongoing war, a European energy crisis, billions of dollars in funding for clean energy in the US and a Twitter takeover. It’s the last episode of the year so we’re bringing you a special edition of the Energy Gang. Join host Ed Crooks and recurring Energy Gang guests, Amy Harder of Cipher, and Melissa Lott of Columbia University, as they wrap up the year by highlighting important moments in the energy transition, month-by-month. As always, check out our Twitter to let us know your thoughts and any future topics you want us to discuss. We’re @TheEnergyGang. Today's episode of the Energy Gang is brought to you by BlockEnergy autonomous community energy systems. Renewable, reliable residential energy at scale is not a thing of the future. BlockEnergy is providing resilient energy to communities NOW. Much more than solar-plus-storage, the modular and scalable BlockEnergy residential microgrid system is the first-of-its-kind. Visit BlockEnergy.com to learn more about the layers of reliable, clean, local power coming soon to a neighborhood block near you. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, December 02, 2022
What Does a Split US Congress Mean for the Energy Transition?
The year is quickly coming to a close and there’s a lot going on in the world of energy. On this episode of the Energy Gang, host Ed Crooks is joined for the first time by Jackie Forrest of the ARC Energy Research Institute and returning guest Robbie Orvis of Energy Innovation. The gang starts off the discussion by answering the question, what does a split US Congress mean for the energy transition. Under the current administration, a lot of progress has been made in the advancement of meeting our clean energy goals with the implementation of The Inflation Reduction Act. Now that the Republicans have taken control of the House what does this mean for US energy policy over the next couple of years? Will it now fall on individual states to implement reform, like California passing their ZEV mandate? The Inflation Reduction Act includes significant incentives for companies to establish clean energy manufacturing, which has motivated companies in other countries to pressure their government to make similar advancements. The Canadian government has introduced tax incentives for clean energy projects for the first time as companies threaten to move their manufacturing to the US. Lastly, the gang discusses the role of natural gas in the energy transition. Can natural gas be a bridge fuel that will help us meet our energy needs? The release of the International Energy Agency report shows that there is need for significant investment in new gas wells to meet net-zero goals. With peak demand for heat in Northern climates, the gang explores why fully replacing gas might be hard and why we should consider low-carbon gas as an option. As always, check out our Twitter to let us know your thoughts and any future topics you want us to discuss. We’re @TheEnergyGang. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, November 18, 2022
Can We Call COP27 a Success?
The COP27 climate talks have been held in Sharm El-Sheikh, Egypt. It’s a popular tourist destination, but the negotiators discussing ways to limit global warming and to address the harm done by climate change have not been able to relax. The talks have been pretty hard going. Recurring Energy Gang guests Melissa Lott of Columbia University, and Amy Myers-Jaffe, who has just got a new job at New York University, join host Ed Crooks to discuss the progress that has been made, and where there is still more left to do. Both Melissa and Amy have had colleagues attending the summit, and we hear what they have been working on. The gang discusses the prospect of meeting the Paris Agreement goal of limiting global warming to 1.5˚C, the steps taken since COP26 in Glasgow a year ago, and the issue of how to compensate poorer countries for the loss and damage caused by climate change. We discuss how this is where the rubber really hits the road in climate talks: when negotiators tackle the critical questions of who pays. Many countries say they back the idea of a new facility to assist the countries that have been hit by climate-related disasters. But many also say they believe they should not have to pay themselves. The gang then transitions over to claims of another comeback for nuclear power. COP27 has had a pro-nuclear tilt, as energy security becomes a larger issue. But where does nuclear fit in the energy transition? As always, check out our Twitter to let us know your thoughts and any future topics you want us to discuss. We’re @TheEnergyGang. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, November 04, 2022
Why Climate Justice is on the Agenda at COP27
With just a few days until world leaders and policy makers meet in Egypt for COP27, two returning Energy Gang members join host Ed Crooks to discuss what is expected from the latest round of international climate talks. As the UN warns that there is “no credible pathway” in place to limit global warming to 1.5 ° C, arguments about climate justice are rising up the agenda for international negotiations. Amy Duffuor of Azolla Ventures, and Shanu Mathew of Lazard Asset Management, kick off the discussion by explaining the idea of climate justice, and then go on to explore what it means for the future of energy. Although it might seem like quite an abstract concept, considerations of climate justice can in fact have direct practical significance for decisions by businesses, investors, governments and NGOs. The gang discusses some of those implications, and looks at how they could shape the effort to tackle climate change in the future. Next, we shift our focus to the shipping industry, a large and growing contributor to global warming. Marine fuel represents about 6 percent of the world’s oil demand, and that number continues to rise. The gang discusses the pros and cons of some of the main options proposed for decarbonizing ships, including low-carbon ammonia, methanol and hydrogen. As always, check out our Twitter to let us know your thoughts and any future topics you want us to discuss. We’re @TheEnergyGang. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, October 21, 2022
The Current State of Investment in the Energy Transition
The world is facing a great financial strain - what does this mean for the investment in the energy transition? On this episode of the Energy Gang, host Ed Crooks is joined by Nneka Kibuule from Aligned Climate Capital, and Sam Scroggins from Lazard. The gang starts the discussion by looking at the state of the economy. There is a surge of inflation being felt around the world. In the US, the current rate of consumer inflation is at 8.2%. As a direct result, 30-year mortgage interest rates are at their highest levels in two decades. In Europe, they brace for a rise in energy costs as winter looms near. We explore what this means for investment in low carbon energy and the cost of renewables. Back in August, the Biden Administration signed into law the Inflation Reduction Act, with tax credits that they hope will help stimulate more investment into wind, solar, storage, hydrogen and nuclear power. The bill is projected to have a huge positive impact over the next ten years, but is it already changing decisions on investments being made now? And what happens when the political landscape changes? Next, we shift our focus from the discussion of climate mitigation — cutting greenhouse gas emissions — and turn it towards climate adaptation and resilience. Recent events like the category 4 hurricane that destroyed parts of the Southeastern US and parts of Cuba, have highlighted the need for resiliency in local communities. Governments are committing money to strengthening the resilience of communities and infrastructures, but is there more the private sector can do to assist in climate adaptation? Can they generate a return from these hard-to-monetize spaces? Listen in as the gang takes a deep dive into where investors are putting their money. As always, check out our Twitter to let us know your thoughts and any future topics you want us to discuss. We’re @TheEnergyGang. This episode of the Energy Gang is brought to you by Hitachi Energy, a global technology leader advancing a sustainable energy future for all. Learn more by listening to the Power Pulse podcast, where the Hitachi Energy team discusses the latest in the ongoing transformation of the world’s energy systems. The Power Pulse podcast is available now on Spotify, Apple Podcasts or any other podcast app. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, October 07, 2022
The Energy Gang looks ahead to COP27: are we still heading in the right direction?
On this episode of the Energy Gang, it’s a think-tank showdown. Host and referee for the day Ed Crooks is joined in the ring by Samantha Gross from the Brookings Institution, making her Energy Gang debut, and Joseph Majkut from the Center for Strategic and International Studies, returning to the show after joining us back in June. We start the discussion off with a deep dive into COP27, the upcoming Conference of the Parties to the UNFCCC in Sharm El Sheikh, Egypt. In the year since COP26 in Glasgow, a lot has changed. Russia has invaded Ukraine, accelerating the surge in energy prices, and demand for coal has been making a comeback as countries look for alternatives to gas. What is on the agenda for COP27? Have the events of this past year set us back? And does the gang expect this year’s summit to be a success or a failure? Also on the show: some good news for climate action as the United States Senate ratifies the Kigali Amendment, which aims for the phase-down of hydrofluorocarbons (HFCs) - potent greenhouse gases - by cutting their production and consumption. Listen in as the gang breaks down what is in this amendment, the progress that is being made, and what it means for the future of the energy transition. Finally, we wrap up the show with a look at the latest on European leaders calling for a price cap on Russian oil. This is an idea that has the backing of the G7 countries, including the US. The US says it could save consuming countries $160 billion a year. Meanwhile, the Financial Times is describing the idea as “one of the most novel international economic policymaking experiments ever attempted.” As always, check out our Twitter to let us know your thoughts and any future topics you want us to discuss. We’re @TheEnergyGang. This episode of the Energy Gang is brought to you by Hitachi Energy, a global technology leader advancing a sustainable energy future for all. Learn more by listening to the Power Pulse podcast, where the Hitachi Energy team discusses the latest in the ongoing transformation of the world’s energy systems. The Power Pulse podcast is available now on Spotify, Apple Podcasts or any other podcast app. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, September 23, 2022
Managing Mid-Transition
We often talk about “the energy transition”. In this episode, we discuss what it means to be in the middle of that transition. Earlier this month, California was able to avoid blackouts as people came together to cut their electricity use. In Europe, leaders struggling to balance the urgent need for oil and gas with their goals for cutting emissions. In this episode of The Energy Gang, host Ed Crooks is joined by regular guest Amy Myers Jaffe from the Fletcher School at Tufts University, and new voice to the show, Emily Grubert, Associate Professor of Sustainable Energy Policy at Notre Dame. The gang starts the discussion with California’s recent grid struggles. Electricity demand in the state broke records during a severe heat wave, raising fears that the grid might not be able to cope, but alerts warning customers to cut their power use helped avoid blackouts. Amy gives us a first-hand account of what it was like being in California during this time and receiving Flex Alerts asking all residents to voluntarily reduce their electricity use from 4pm to 10pm . Demand response looks like a promising part of the solution for averting an energy crisis, but will it be effective in the long haul? What lessons can we learn from this success story? How can other states and other countries facing similar challenges respond to surging demand and keep the lights on? Next up, we take a step back and think about how the world of energy in general stands right now. Everyone – well, almost everyone – agrees we are on a transition from a high-carbon to a lower-carbon energy system. But while on this bumpy journey to clean energy, how can countries manage the transition so they can meet their current needs for heat, power and mobility, while staying on course for their climate goals? That is the challenge of being mid-transition. As we head into the cold winter months, Europe is feeling these issues very sharply. European consumers need more supplies of fossil fuels, but European leaders continue to commit to their net-zero goals. Finally, we touch on carbon capture as the ultimate emergency brake if we haven’t managed to change the energy system and cut emissions. Emily discusses her time at the US Department of Energy, working on carbon management. She introduces us to the technologies used to mitigate emissions and remove carbon dioxide from the air. Are these technologies going to be the ultimate saving grace from catastrophic climate change? Listen now to find out. As always, check out our Twitter to let us know your thoughts and any future topics you want us to discuss. We’re @TheEnergyGang. This episode of the Energy Gang is brought to you by Hitachi Energy, a global technology leader advancing a sustainable energy future for all. Learn more by listening to the Power Pulse podcast, where the Hitachi Energy team discusses the latest in the ongoing transformation of the world’s energy systems. The Power
Fri, September 09, 2022
Winter is Coming: What Does it Mean for Europe?
In this episode of The Energy Gang, we draw our attention away from the US and the Inflation Reduction Act, and switch focus to the ongoing energy crisis in Europe. Host Ed Crooks is joined by regular guest Melissa Lott, Director of Research at the Center on Global Energy Policy at Columbia University, and Amy Harder from Cipher. The race to stay warm is on as Russia cuts off more gas supplies to Europe. The continent is facing a potentially very bleak winter, but how bleak depends on the weather. If it’s a mild winter, then Europe will probably have enough gas. If it’s a cold winter, then things are going to get rough. There will probably need to be demand for curtailment, rationing and blackouts. Already, leaders are urging people to take action, by having cold showers and switching off the air-conditioning to save money and lighten the load on the grid. What do these extreme measures tell us about the sacrifices people are being asked to make to serve a humanitarian cause? Is there a parallel to draw between that and changing our habits to curtail catastrophic climate change? If Europe does not have enough gas to keep people warm without having to introduce rationing, what does this say about the lack of tools in our belt when these crises occur? Also on the show: oil prices have risen sharply, giving a big boost to the demand for electric cars. Last month, regulators in California approved a ban on the sale of most new gasoline- powered vehicles by 2035, as the state takes dramatic steps to reduce emissions and combat the climate emergency. Under the new regulations, by 2026 35% of new cars and light trucks sold in California must be either fully electric, plug-in hybrid or hydrogen-powered. It is certainly an ambitious goal. But is it achievable? And what will it mean for the electric vehicle industry in the US and around the world? As always, check out our Twitter to let us know your thoughts and any future topics you want us to discuss. We’re @TheEnergyGang This episode of the Energy Gang is brought to you by Hitachi Energy, a global technology leader advancing a sustainable energy future for all. Learn more by listening to the Power Pulse podcast, where the Hitachi Energy team discusses the latest in the ongoing transformation of the world’s energy systems. The Power Pulse podcast is available now on Spotify, Apple Podcasts or any other podcast app. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://a
Fri, August 26, 2022
What Does The IRA Mean For The World?
In this episode of The Energy Gang, we revisit the surprise of the summer: the Great American Climate Bill. Now that the Inflation Reduction Act (IRA) has officially been signed into law, what’s next? Regular Energy Gang member Dr. Melissa Lott steps in as host this week while Ed Crooks takes a well-earned holiday. Joining Melissa is Robbie Orvis from Energy Innovation and Dr. Linus Mofor from the UN Economic Commission for Africa. A press release from the white house estimates the IRA will result in the reduction of greenhouse gas emissions by about one billion metric tons in 2030. For many, the bill is a high point of decades of work to pull together a piece of major energy and climate legislation in the US that helps mitigate the impacts of climate change and protect public health. Not just for the hundreds of millions living in the country but for the health of people around the globe. The gang highlights the impact the IRA will have on air pollution – according to some initial analysis of the bill, we are looking at avoiding nearly 4,000 premature deaths and up to 100,000 asthma attacks annually by 2030. The bill also extends and expands the existing electric vehicle subsidiary, requiring that at least 40% of critical metals must come from the US or a Free Trade Agreement partner. As we head into COP27, we look at the response from other countries. Do policies like the IRA help in the energy transition around the world? We turn to Linus to walk us through the effects the bill may have on African countries and the opportunities for development and financing in the climate and energy sector. As always, please do let us know what you think. Send us a note, or a free electron, on Twitter – we’re @TheEnergyGang. This episode of the Energy Gang is brought to you by Hitachi Energy, a global technology leader advancing a sustainable energy future for all. Learn more by listening to the Power Pulse podcast, where the Hitachi Energy team discusses the latest in the ongoing transformation of the world’s energy systems. The Power Pulse podcast is available now on Spotify, Apple Podcasts or any other podcast app. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, August 12, 2022
Exploring The Great American Climate Bill
Congress is passing the largest-ever US climate bill. What does it mean for the world? It was the shock heard around the world this week: Senators Joe Manchin and Chuck Schumer’s joint reconciliation bill, The Inflation Reduction Act. It’s passed the Senate, but the House remains. Will it pass, and what’s in it? On the Energy Gang podcast this week: Ed Crooks is joined by Amy Myers-Jaffe from the Fletcher School at Tufts University, and Paula Gant from GTI Energy. GTI Energy is a leading research and training organization focused on developing, scaling, and deploying energy transition solutions. The Inflation Reduction Act is a nearly $700 billion bill, which includes roughly 370 billion dollars in energy and climate spending. Is the bill an indication that the energy transition is finally gaining the momentum it desperately needs, and what new technologies will benefit from it? Next up the gang’s attention turns to a specific focus of the legislation: the proposed investment in fuels and how electricity costs will be lowered by changes to the energy supply chain. There’s also discussion on biofuels: what is IH2 technology and what companies are betting on transitions to hydrogen? As always, please do let us know what you think. Send us a note, or a free electron, on Twitter – we’re @The Energy Gang . This episode of the Energy Gang is sponsored by Hitachi Energy. If you are enjoying this conversation you should check out our podcast Power Pulse, where we explore the transformation of the world’s energy systems. Visit us at Hitachi Energy.com\Power Pulse See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, July 29, 2022
The European Energy Crisis: A Failure of Policy?
At a time when much of Europe has been sweltering in record temperatures, it feels like a stark contrast to be worrying about winter. These are very worrying times for Europeans, because of deep uncertainty over what will happen to the import of Russian gas, which is critical for keeping the lights on and keeping people warm in their homes. Meanwhile, the US appears to have reached a defining moment in the evolution of climate policy. In this episode, host Ed Crooks is joined by regular contributor Amy Myers Jaffe from the Climate Policy Lab at Tufts University, and a new voice on the Energy Gang, Vicky Bailey, founder of Anderson Stratton Enterprises. Things are heating up on the energy front, which begs the question, does the crisis we are seeing now represent a failure of energy policy in Europe? We invite our listeners to comment and join the debate. This week Ed and the gang respond to a question about nuclear power and its future in the energy transition. The future of U.S. climate and energy policy is again in peril, after West Virginia Senator Joe Manchin kills the Biden Administration’s “Build Back Better” plan. As always, check out our Twitter to let us know your thoughts and any future topics you want us to discuss. Also don’t forget to send us your free electrons! Tweet us @TheEnergyGang or use the hashtag #EGFreeElectrons. We can’t wait to hear your stories. NOTE: This episode was recorded earlier in the week, before the news that Senator Joe Manchin had agreed to back a bill that would deliver a substantial increase in support for low-carbon energy in the US, including extended tax credits for renewables, hydrogen, and advanced nuclear power. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, July 15, 2022
The Supreme Court vs The EPA
There is never a dull moment in the world of energy. Despite the summer holidays in the northern hemisphere, this week was full of announcements and big news stories. Regular Energy Gang member Melissa Lott steps in as host this week while Ed Crooks takes a well-earned holiday. Joining Melissa is Emily Chasan from Generate Capital and Robbie Orvis from Energy Innovation. The discussion starts with the US Supreme Court’s decision to impose new limits on the Environmental Protection Agency (EPA). The limits send a message about the reluctance to have the EPA make regulatory decisions on carbon emissions. Next up, the gang focuses on the Russia-Ukraine war and inflation and their impact on the price of renewables. The cost of new-build onshore wind has risen seven percent year-on-year, and solar by 14%. Shockwaves in energy prices are still reverberating around the globe. High gas prices have led President Biden to propose a suspension of federal gas taxes, but will this work? Finally, we examine the news from California: state governor Gavin Newsom asked the federal government to ensure the Diablo Canyon nuclear plant qualifies for funds to help it remain in service. Why? And is this indicative of changing attitudes toward nuclear? As always, check out our Twitter to let us know your thoughts and any future topics you want us to discuss. We’re @TheEnergyGang See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, July 08, 2022
The Future Of Cleantech [Special Content]
The clean tech sector is a critical part of making the energy transition possible. With more and more capital flooding from outside investors into cleantech than ever before, the sector is set to become one of the critical keys in aiding and accelerating the energy transition. Today on the Energy Gang: a very special episode – a fireside chat with Tom Deitrich from Itron, and Tom Rand from Arctern Ventures. Itron is one of the largest providers of energy water and smart city management solutions in North America. With decades worth of experience, Itron provides sustainable solutions to cities all over the world, aimed at creating safer and more efficient energy and water systems. Perhaps best known for smart-metering, Itron is committed to advancing the ability to save electricity and integrate renewables into the system. On today’s episode of The Energy Gang, host Ed Crooks is joined by Tom Deitrich, the Chief Executive Officer of Itron, and Tom Rand, the Co-Founder and Managing Partner of ArcTern Ventures, a global cleantech venture fund. Tom has years of experience in cleantech investment, and has written a book called Climate Capitalism. Frustrated by a lack of tangible ambition on behalf of the business community, and the deep suspicion from the environmental movement of markets and capitalism, Tom’s book examines these two challenges, and offers solutions to form a coherent plan to further the energy transition. Ed sits down with Tom D and Tom R, to discuss the current state of the energy system, the reality of climate disruption and how climate change is affecting both the cleantech sector and the energy industry as a whole. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, July 01, 2022
The Present and Future of California’s Electricity Grid
California is one of the world’s largest economies in its own right, with a population of 40 million generating $3.4 trillion in GDP. It is also a pioneer in the development of clean energy, generating about 23% of its electricity from renewables in 2020, a long way ahead of the US average. On today’s episode, the Energy Gang welcomes a special guest: Elliot Mainzer, the President and CEO of the California Independent System Operator (CAISO). CAISO is the non-profit responsible for managing the flow of electricity that serves over 80% of California. Regular team member Melissa Lott, from the Center on Global Energy Policy, joins host Ed Crooks to examine the current state of the power grid in California and how it’s faring in the energy transition. They talk about how the grid can keep up with changing technologies and manage the challenges created by a rising reliance on solar and wind power. And they discuss the significance of the Diablo Canyon Power Plant, California’s single largest source of electricity, which is scheduled for closure in 2025. There have been suggestions that the life of the plant should be extended. What are the implications of this? And what needs to happen for the plant to be closed for good while maintaining reliability and preventing a rise in carbon dioxide emissions? Finally, Elliot Mainzer looks ahead to the long term. California has a commitment to running its electricity grid on 100 zero-carbon energy by 2045. Is that realistic? And what needs to happen to achieve it? See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, June 17, 2022
The Changing Future of ESG Investing
Today, we’re following the money. Where does investment go in order to build a zero-carbon future? Where does the money get used, and where does it not? This week Ed is joined by Emily Chasan, Director of Communications at Generate Capital, and Shanu Mathew, Vice-President of Sustainable Investing and Net Zero Research at Lazard Asset Management. There are now trillions of dollars of capital in the market, aligned with the goal of getting to net zero. But in the past few months we’ve seen a backlash from politicians, regulators and even in the investment industry itself. The idea of climate-focused investing has been under attack in a broader pushback against the concept of ESG investing. The gang examine why this is, how the landscape is changing and how we can solve the issue of short-term pressures competing with long-term climate goals. Next up, we switch our focus to the billionaire Atlassian founder Mike Cannon-Brookes, and his bid to takeover legacy gas provider AGL in Australia. Is this the future of ESG investing? Finally the gang examine President Biden’s use of powers under the Defense Production Act to boost clean energy. What are the implications of the government stepping in to try to direct the private sector to support climate goals? Don’t forget to follow us on Twitter @theenergygang and let us know what you thought of today's episode. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, June 03, 2022
The EU's Plan For Energy Self-Sufficiency
The energy crisis is showing no signs of abating. There’s a shortage of energy, and the world’s efforts to transition to low-carbon energy are met with countless hurdles. Countries around the world are taking steps to mitigate the crisis caused by Russia’s invasion of Ukraine however. The EU announced a plan to stop using Russian oil, gas and coal – it’s called RepowerEU and would mean more renewable investment, more energy efficiency and a lot more hydrogen to cut demand for natural gas. Europe is heavily dependent on Russian supplies, particularly for natural gas, which creates problems for Europe’s foreign and security policy. If the EU wants to punish Russia economically, it really needs to hit its energy exports. And that is difficult to do while businesses and consumers in Europe are absolutely reliant on those imports. Next up it’s a look ahead to COP27 – what needs to be addressed in Egypt in November and what have we achieved since Glasgow last year? At COP26, a $500 billion investment was agreed to support green energy projects in developing countries, so how is that going? Finally the gang look at the impacts of certain renewable projects on the local ecosystem. We all agree that the world needs to keep investing in and building large-scale renewable energy infrastructure projects: we need more offshore wind, larger solar farms, more hydrogen plants. Drawing on the success of offshore wind in Europe, the rollout of wind farms is now accelerating along US coastlines, supported by the Biden administration, which has set a goal of 100% carbon-free electricity by 2035. In 2020, some 27 miles from the mainland, the first two offshore wind turbines in the US were installed off the coast of Virginia Beach. Since starting to operate in October that year, the turbines have created an artificial reef, offering a habitat for ocean life. With this change in the ecology of the area however, comes the downside. Wind farms can have negative effects on other wildlife, such as fish and ocean birds. How do we build sustainably and avoid impacting the local ecology? To discuss all this and more Ed is joined by Melissa Lott, the Director of Research at Columbia University’s Center on Global Energy Policy. Joining them for the first time is Joseph Majkut, host of the Energy 360 podcast - which is produced by the Centre for Strategic and International Studies in Washington DC. Joseph is also the Director of the Energy Security and Climate Change Program at the CSIS. Don’t forget to follow us on Twitter @theenergygang and let us know what you thought of today's episode. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at <a href="https://art19.com/privacy#do-not-sell-my-info" rel="noopener noreferrer"
Fri, May 20, 2022
Energy Policy: The Good, The Bad & The Ugly
The energy transition is currently supported by three main pillars: science & technology, economics, and policy. In 2022 these three pillars are unaligned, with a lack of cohesion impeding progress. In today’s episode of the Energy Gang, the team explores three current events that highlight and exemplify the current state of the energy transition in the US and beyond. The gang starts with the future of President Biden’s Build Back Better agenda. The original bill included a lot of provisions that were hugely important for low-carbon energy in the US. It died in Congress late last year after Senator Joe Manchin declined to support it. The big question now is: can anything be salvaged from that agenda and where do we go from here? The US government’s investigation into the alleged dumping of imported solar panels has reportedly had a “devastating” impact on planned solar projects. Is now the time to create a domestic economy for solar panels or are we still too reliant on cheap imports? It’s an ongoing debate: the role of hydrogen in the energy transition. There is, of course, huge interest in the potential for low-carbon hydrogen in a zero-emissions energy system. But what role can hydrogen really play? And might other options be better for some uses? Today we’re delighted to welcome back both Melissa Lott and Robbie Orvis. Melissa is the Director of Research at Columbia University’s Center on Global Energy Policy, and Robbie Orvis is the Senior Director of Policy Design at Energy Innovation. As always, your host Ed Crooks is here to anchor and lead the discussion. Stick around for a thrilling conversation about policy, technology, and innovation. Don’t forget to follow us on Twitter @theenergygang and let us know what you thought of today's episode. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, May 06, 2022
California Gets To 100% Renewable Electricity. Almost.
In this week's episode, the gang discuss nuclear power: is it a solution for providing energy security, or could it make the problem worse? Given that many consuming countries need to import most of their uranium, does relying on nuclear power create new sources of fragility? The US imported 86% of its uranium in 2020, from a range of countries, including Russia. What does that mean for hopes that a new generation of reactors could provide affordable and reliable low-carbon power? Next up, it’s California’s quick peek into the future. The state’s power grid ran last weekend on – very nearly – 100% renewable energy, even if it was for less than 15 minutes. How can California, and everywhere else, get to grids that are 100% carbon-free around the clock, 365 days a year? And then it’s a topic that is at the top of the agenda right now for everyone working in energy: the current state of the global supply chain. Renewable energy products and components from little solar cells to giant wind turbines are being affected, driving up prices and restricting availability. The gang reflects on the worries of people in the industry, and discuss some solutions that might work, and some that might make the problem worse. Joining Ed today are Melissa Lott, the Director of Research at Columbia University’s Center on Global Energy Policy, and Amy Harder, returning to the show. Amy is the Executive Editor of the Cipher newsletter published by Breakthrough Energy, the network backed by Bill Gates and other investors to support investment in emissions-reducing technologies. Welcome to this week's episode of the Energy Gang, and make sure to follow us on Twitter to stay up to date. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, April 22, 2022
Happy Earth Day: Why a Low Carbon Life is Within Reach
On April 22nd, 2022 the world will be celebrating the 52nd annual “Earth Day”. Does Earth Day serve any useful purpose? How can we utilize the celebration of Earth Day for good? How is Earth day viewed by the world today, and how does this celebration push us closer to a low carbon life? In today's special episode of the Energy Gang, the conversation focuses on solutions and recent positive findings from the IPCC report. Making up the “Gang” this week is returning guest Emily Chasan , who is the Director of Communications at Generate Capital, the green investment firm. Also, another returning guest, Dr. Destenie Nock, an Assistant Professor of Engineering and Public Policy and Civil and Engineering at Carnegie Mellon in Pittsburgh. As always, our host Ed Crooks, Vice-Chair of the Americas at Wood Mackenzie leads the conversation. Keeping the positive theme in observance of Earth Day, the gang discusses the recent IPCC report and some positive findings that were reported. Earlier this month, the 6th cycle working report gives a clear view to the current state of our knowledge of climate science. The good news, though, is that even the more demanding goal of the Paris agreement – limiting global warming to just 1.5 degrees – is not out of sight. The last talking point in the episode is the topic of Energy Poverty, and what it currently looks like in today's climate. The gang discusses how energy poverty is a massive problem today and explores the dangers of how addressing climate change, could make things worse. Destenie leads the conversation on this topic and shares some of her key findings from her research and describes to the gang what an Energy Equity Gap is. This week's episode is focused on solutions and has an optimistic tone. We hope you enjoy and don’t forget to reach out to us on Twitter with any inquiries. The Energy Gang is brought to you by EPC Power. EPC Power manufactures self-developed energy storage smart inverters made in their American factories with gigawatt level capacity. Visit epcpower.com/energygang to learn more about their utility scale and C & I product lines and schedule a call to learn how they can help you power your energy storage projects. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at <a href="https://art19.com/privacy#do-not-
Fri, April 08, 2022
The Energy Crisis
The energy crisis caused by Russia’s invasion of Ukraine is the most serious since the oil shocks of the 1970s. Rising prices for oil, gas and coal are hitting living standards and putting people under financial strain around the world. We are facing some tough decisions about how to relieve hardship and energy poverty, while still cutting greenhouse gas emissions to limit the impact of climate change. In this edition of the Energy Gang, the gang discusses the war in Ukraine and the consequences for the rest of the world. How can we work through the short-term impacts whilst keeping the energy transition on track? Ed is joined on today's episode by two returning guests. We’re happy to welcome back again Melissa Lott , the Director of Research at the Center on Global Energy Policy at Columbia. Our other guest has not been on the show for almost a year, and we are very glad she’s back. Amy Duffuor is Co-founder and General Partner at Azolla Ventures and leads our second topic on climate innovation investments. VC funds are heavily invested in some sectors and steer clear of others . What sectors get the most investment and why? One of the impacts of the current energy crisis is the surge in gas prices in America . The gang discusses the options open to American policy makers and what’s being done to ease the pain at the pump. And we talk about the innovations in energy that can help resolve these complex challenges. Stick around to the end for the free electrons to hear what the hosts are up to outside of the show. The Energy Gang is brought to you by EPC Power. EPC Power manufactures self-developed energy storage smart inverters made in their American factories with gigawatt level capacity. Visit epcpower.com/energygang to learn more about their utility scale and C & I product lines and schedule a call to learn how they can help you power your energy storage projects. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Thu, March 31, 2022
Managing Large-Scale Solar [Special Content]
Of all the stages of a solar project, the operations and management stage is arguably the most crucial. When you’re thinking about project efficiency and financial returns in solar, you need to have a concise plan for the O&M stage. Greg Shambo is Vice President of Business Development at Borrego Energy. He says that ‘when you get into the operations stage, this is where you make the money. If you can’t operate profitably from day one, you end up losing money. We call these walking dead sites, because they were doomed to start with.’ For the last forty years, Borrego have established themselves as one of the nation’s most reliable names in the Solar and Energy Storage industry. From their early days as solar pioneers, to today - as leaders on the national energy storage stage – Borrego have delivered timely and secure management to solar projects. In 2014, Borrego launched a stand-alone O&M business for both EPC and non-EPC customers to help optimise and maintain system performance and help their clients achieve their financial goals. Jay Smith also joins us, he's the Director of Asset Management at Standard Solar, a client of Borrego. On the show, Greg and Jay take us through the management of large-scale solar projects, and how clients can ensure they pick the best O&M provider for the job. This episode was produced in collaboration with Borrego , a leading developer, EPC and O&M provider for large-scale renewable energy projects throughout the United States. With over 1.4 GW and more than 1,000 sites under its management nationwide, Borrego O&M is comprised of technical experts that have been helping customers maximise their asset performance and value for the last decade. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, March 25, 2022
The IPCC Climate Report Uncovered
The gang is back, and it's been a huge week in energy. For the first time ever, the US government might be requiring major companies to report their climate risks and emissions. This is a really big change. Governments, regulators, and investors have been pushing for quite a few years now for companies to do more to disclose their climate risks. But this would be the first time in US companies would be required to report risks in a standardized way, including greenhouse gas emissions. On the show this week, Ed is joined by regular Amy Myers Jaffe , Director of the climate policy lab at Tufts University. We're also honoured to welcome first-time guest Andrew Leach . Andrew is an energy and environmental economist who is currently a professor at the University of Alberta. Andrew is a native Canadian who has decades of experience in Canadian climate policy, that's why he leads the discussion on Canada announcing an emissions reduction plan and what that entails. What impact is it going to have on Canada's economy? What can the US learn from Canada's climate policies? In addition, the team will be covering the new updated IPCC report . What information in the report has been updated? What new research is being used? The report covers Impacts, Adaptation, and Vulnerability. What does this actually mean? The Energy Gang is brought to you by EPC Power. EPC Power manufactures self-developed energy storage smart inverters made in their American factories with gigawatt level capacity. Visit epcpower.com/energygang to learn more about their utility scale and C & I product lines and schedule a call to learn how they can help you power your energy storage projects. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, March 11, 2022
The Energy Gang - Live (Rebroadcast)
The Energy Gang – Live (Rebroadcast) The gang are taking a break this week. Instead of a new episode we’re rebroadcasting our special edition live episode where the team discusses the top 5 energy-related stories of 2021. This episode was originally live-streamed for Wood Mackenzie’s Grid Edge Innovation series at the end of December of 2021. This week on the show we have Ed Crooks, Emily Chasan from Generate Capital, and Amy Myers-Jaffe from Tufts University. The group discusses how “smart” devices are changing energy retailing, and the role of SPACs in financing clean energy deployment. The gang looks back on 2021 and ranks the top 5 stories in energy for the year, looking back on the success of investment company Engine No.1, developments in energy storage, green stimulus in Europe, and more. The Energy Gang is brought to you by EPC Power. EPC Power manufactures self-developed energy storage smart inverters made in their American factories with gigawatt level capacity. Visit www.epcpower.com/energygang to learn more about their utility scale and C&I product lines and schedule a call to learn how they can help you power your energy storage projects! EPC Power – Excellence in Power Conversion. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, February 25, 2022
Lessons From The Texas Power Crisis
This episode of the Energy Gang was recorded before the Russian attack on Ukraine had begun. As you’ll hear, we were talking after Russia had recognised the independence of the breakaway regions of Donetsk and Luhansk, but before the full-scale invasion. We will have a lot to say about the implications for energy of the conflict in Ukraine in our next episode. But this time, we were talking before the full extent of the crisis had unfolded. The catastrophic blackouts that plagued Texas last year during the winter storm Eerie, were a result of a logistical domino effect. Many sustainability, energy, and political issues today are never as simple as cause and effect - there is always a network of decisions and actions that lead up to that initial fall of the domino. A more timely example is the current Russia and Ukraine conflict. The Energy Gang is not a show that usually focuses on geopolitics but it would be remiss to ignore the current situation in Ukraine, and the impact the conflict has had already on the world of energy. In this week’s episode, Ed Crooks is joined by returning guest Emily Chasan, of General Capital, and we welcome Joshua Rhodes for his Energy Gang debut. Joshua is a professor at the University of Texas, Austin. He joins the show to discuss the Texas Blackouts and explain what has been done since to avoid it happening again. He helps explain the initial fall of the domino and the subsequent chain reaction that took place. Emily and the rest of the gang then touch on the situation in Eastern Europe and how energy policies come into play . How does the current conflict affect the net-zero pledges just made only a few months ago at COP26? The episode then leads into a debate on a new hydropower pipeline that has been proposed in NY state. This pipeline would be 330 miles long and run from Canada's border directly to New York City. What are some of the environmental concerns of Hydropower? Is hydropower considered low carbon? The final topic discussed is the recent announcement of the Army’s climate action plan . This never-before-seen plan is a pledge to reach net-zero emissions by 2050. This climate action plan follows the 2020 DOD report on climate change that publicly stated that “climate cha
Fri, February 11, 2022
Bridging the Gap Between Finance and Climate Change
In recent years, news headlines are frequently filled with announcements of financial institutions, funds, and corporations making hefty pledges to transform their portfolios to ensure that they stay in line with net-zero targets. Is this new wave of support for the energy transition motivated by making a quick buck or has there really been a change of opinion on the opportunities in which going net-zero really has to offer? How is the changing climate affecting investments? How are investors driving the transition? These are some of the key questions we look to answer in this episode. The Energy Gang is delighted to be joined by two professionals who have spent the majority of their careers bridging the gap between finance and climate change. Our first guest, Shanu Mathew is the VP of Sustainable Investing and Net-Zero Research at Lazard Asset Management, one of the world's leading investment companies. Returning for another episode is Amy Myers Jaffe, the Managing Director of the Climate Policy Lab at the Fletcher School at Tufts University. Ed Crooks and the rest of the gang discuss the importance of investors' positions in helping speed up the energy transition and how their work compares to recent government actions. Are organizations like the Task Force on Climate-Related Disclosures (TCFD) making up for the lack of political progress? Moving our focus, What are consumer-facing companies doing to address climate risk and sustainability? Are companies like Unilever an industry leader in sustainability reporting positive impacts? Lastly, the gang takes a look at the story of Indonesia moving its capital through a financial risk lens. How does climate change affect sovereign risk and municipal bonds? What is the answer in terms of financing climate adaptation and what is the government's role in this situation? The Energy Gang is brought to you by EPC Power. EPC Power manufactures self-developed energy storage smart inverters made in their American factories with gigawatt level capacity. Visit www.epcpower.com/energygang to learn more about their utility scale and C&I product lines and schedule a call to learn how they can help you power your energy storage projects! EPC Power – Excellence in Power Conversion. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, January 28, 2022
Saving Build Back Better
President Bidens Climate agenda has been reformed, and with the Build Back Better Act in a stalemate, should Americans give up hope on expecting anything to come of it? To discuss this and more, Ed Crooks is joined on the show this week by returning guest Dr. Melissa Lott from Columbia University, and Robbie Orvis from Energy Innovation, who makes his Energy Gang debut. The Build Back Better Act is up first. There’s a glimmer of hope on the horizon for the climate policies within the climate package. How much of the package will be saved and is there anything in it that’s different from before? Next, the gang looks at EVs. With the lack of federal climate action, states have now taken it upon themselves to make some policy changes within their own borders. New York, New Jersey, and Oregon all have taken the initiative within the past few months by pushing for cleaner energy and policies that could help with EV demand. Is this the natural evolution of policymaking when the “trickle-down effect” halts progress? Also, the team discusses the growing problems that clean energy is currently facing. The cost of inputs, battery raw materials, and the waste created by clean energy equipment including solar panels, wind turbines, and electric cars when they come to the end of their useful lives are causing issues. Can recycling be the solution or part of the answer at least? What does lithium-ion battery recycling look like? Who is currently recycling old EV batteries? The free electrons are super charged this week. Ed wonders why festival owners are turning down a possible renewable energy project, Melissa wants to talk carbon-free beef, and Robbie’s been exploring the most overlooked parts when buying a hybrid car – chip shortages are throwing a spanner in the works. The Energy Gang is brought to you by EPC Power. EPC Power manufactures self-developed energy storage smart inverters made in their American factories with gigawatt level capacity. Visit www.epcpower.com/energygang to learn more about their utility scale and C&I product lines and schedule a call to learn how they can help you power your energy storage projects! EPC Power – Excellence in Power Conversion. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, January 14, 2022
Can Aviation Be Made Sustainable?
It’s the first Energy Gang of the year. Ed Crooks is joined by Emily Chasan of Generate Capital and Amy Harder, formerly of the Wall Street Journal and Axios, now at Breakthrough Energy, which is the net-zero initiative founded by Bill Gates - find out more here: Cipher: Overview | LinkedIn - who joins the gang for the first time to kick off 2022 with a bang. With air travel over the holiday season bouncing back – despite the Omicron variant – what are the best prospects for taking the emissions out of aviation? In the US, in mid-December, more than two million people per day were passing through the TSA’s checkpoints. That is still significantly below pre-pandemic levels, but it is roughly double the numbers in the same period of 2020. Even with the pandemic still raging, people want to fly. That is a real problem for getting to net zero. Aviation emissions are small, accounting for a little under 2% of total global greenhouse gas emissions, but their share is rising. Sustainable aviation fuel and electric planes, are they are viable solution yet? Also, VC and private equity investment into clean tech is booming. About 60 billion dollars was invested in by venture capital and private equity into climate tech in the first half of 2021, according to a recent survey from professional services firm PwC. That’s almost triple the 28 billion that was invested in the first half of 2020.About 14% of all VC financing is now going to climate tech. Is investment going to the right technologies? And finally, one of the ideas that is being developed to make sure capital flows into the right activities is EU’s Green Taxonomy. It’s a list of environmentally sustainable economic activities, to give companies, investors and policymakers definitions for which economic activities can be treated as environmentally sustainable, and which can’t. The gang examine the plans; is it a sensible strategy? Is the EU setting a path others might follow? There has been a huge amount of discussion in the past couple of weeks about the Netflix film Don’t Look Up: a rare example of Hollywood giving a big-budget big-star treatment to a movie about climate change. It deserves some scrutiny, so to wrap up the show Ed, Emily and Amy give their opinions on the film and argue its effectiveness at raising awareness for climate change. The Energy Gang is brought to you by EPC Power. EPC Power manufactures self-developed energy storage smart inverters made in their American factories with gigawatt level capacity. Visit www.epcpower.com/energygang to learn more about their utility scale and C&I
Fri, December 31, 2021
What the US can Learn from Australia with Renewables [Special Content]
Achieving net zero emissions requires collaboration from a multitude of government organizations and businesses. For a country the size of Australia, 24% of electricity coming from renewables is a huge accomplishment. But it does not come easy. Australia has two large interconnected energy networks, the National Electricity Market along the East Coast, with demand of 30-35 GW, and the Western Australia Electricity Market, with demand between 2-3 GW. Both networks are receiving a huge update of distributed solar which means the amount of energy generated by renewables is constantly increasing. Hitachi Energy, a longtime partner of The Energy Gang has played an integral role in helping Australia to achieve this, and on today’s episode, Ed Crooks is joined by two key representatives from Hitachi Energy, to discuss their work in Australia and examine some of the lessons that other countries can learn from Australia’s experience. Juergen Zimmerman is Business Development and Technology Manager for Hitachi Energy, based in Darwin, Australia. John Glassmire is Senior Advisor for Grid Edge Solutions, also at Hitachi Energy and based in Seattle. This episode was produced in collaboration with Hitachi Energy . Hitachi is helping to accelerate the energy transition by developing digital and energy platforms, helping customers to overcome the complexity and capacity challenges required to transition towards a carbon-neutral energy system. Get access to the on-demand webinars on Grid Edge Solutions here: https://bit.ly/3zPBh8a See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, December 17, 2021
The Gang Wraps Up 2021
It’s a special edition of the Energy Gang this week, with the last episode of 2021 recorded for Wood Mackenzie’s Grid Edge Innovation series. Ed is joined by Emily Chasan from Generate Capital and Amy Myers-Jaffe from Tufts University, to look at how smart devices are changing energy retailing, and the role of SPACs in financing clean energy deployment. The gang wraps up 2021 with their top 5 stories in energy for the year, looking back on the success of investment company Engine No.1, developments in energy storage, green stimulus in Europe and more. The Energy Gang is brought to you by Bloom Energy. Bloom’s onsite energy platform provides unparalleled control for those looking to secure clean, reliable 24/7 power that scales to meet critical business needs. It eliminates outage and price risk while accelerating us towards a zero carbon future. Visit Bloom Energy to learn how to take charge today. The Energy Gang is brought to you by Hitachi Energy. What does your energy future look like? Look to Hitachi Energy for the advanced energy technologies needed to deliver real outcomes — unlocking new revenue streams, maximizing renewable integration, and lowering carbon emissions. Learn more . See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, December 03, 2021
A Breakthrough In The Energy Game
Zero-emission, low-cost electricity, delivered to the grid from natural-gas fuelled technology. A wright-brothers first flight kind of breakthrough in energy? The gang discuss the possibilities and scalability of NET Powers Technology, a Texas-based energy company who’ve made this exact claim. Ed is joined as usual by Melissa Lott from Columbia University, and Emily Chasan from Generate Capital. The other big story of the week was the collapse of British energy provider Bulb, the 6th largest provider in the country and an issue that has impacted some 2 million customers. Could the same thing happen in the US? Within those talks, the pros and cons of carbon capture technology are explored, and if the Biden administration made the right decision to release 50 million barrels of petroleum from the SPR to help ease the heightened holiday energy demand. The gang leaves you with some holiday-season free electrons, including a cracking joke from Ed, and find out why climate change is affecting Canada’s maple syrup production. The Energy Gang is brought to you by Bloom Energy. Bloom’s onsite energy platform provides unparalleled control for those looking to secure clean, reliable 24/7 power that scales to meet critical business needs. It eliminates outage and price risk while accelerating us towards a zero carbon future. Visit Bloom Energy to learn how to take charge today. The Energy Gang is brought to you by Hitachi Energy. What does your energy future look like? Look to Hitachi Energy for the advanced energy technologies needed to deliver real outcomes — unlocking new revenue streams, maximizing renewable integration, and lowering carbon emissions. Learn more . See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, November 19, 2021
Innovation, Agreements and Earthshots
The COP26 circus has left town. Across 2 weeks of talks in Glasgow, what were the successes, and what were the failures? With current commitments putting the world on track to 2.4°C of warming, the cost of inaction on climate and health will vastly outweigh the costs of acting now, so which countries are snapping into action? Host Ed Crooks is joined by regular Melissa Lott, Director of Research at the Centre on Global Energy Policy at Columbia University, and Amy Myers-Jaffe, Managing Director of the Climate Policy Lab, at the Fletcher School at Tufts University, to give the final verdict. Also in the show, the gang looks at innovations in technology in carbon capture and storage; President Biden’s infrastructure bill proposes big commitments on CCS, what do these look like? Plus, nuclear and hydrogen technologies, which could play a huge role in the energy transition, go under the microscope. The Energy Gang is brought to you by Bloom Energy. Bloom’s onsite energy platform provides unparalleled control for those looking to secure clean, reliable 24/7 power that scales to meet critical business needs. It eliminates outage and price risk while accelerating us towards a zero carbon future. Visit Bloom Energy to learn how to take charge today. The Energy Gang is brought to you by Hitachi Energy. What does your energy future look like? Look to Hitachi Energy for the advanced energy technologies needed to deliver real outcomes — unlocking new revenue streams, maximizing renewable integration, and lowering carbon emissions. Learn more . See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Mon, November 08, 2021
What Does The World Need From COP26?
COP26 is under way in Glasgow. It has been billed as the “last best hope for the world to get its act together” on climate change, but what is the real significance of the talks? Host Ed Crooks is joined by new regular co-host of the Energy Gang Melissa Lott, Director of Research at the Centre on Global Energy Policy at Columbia University, to discuss the key issues and outcomes of the conference. Also joining for this episode is Emily Chasan, Director of Communications at Generate Capital, and former Wall Street Journal and Bloomberg journalist. What needs to happen at COP26 for it to be counted as a success? The UN Environment Program noted in its new Emissions Gap 2021 report last week: “As a group, G20 members are not on track to achieve either their original or new 2030 pledges. Ten G20 members are on track to achieve their previous NDCs, while seven are off track.” In this episode, the gang will explore the pledges made at previous conferences, as well as the new ones, and discuss whether they can lead to meaningful change in the global energy system. In the second half of the show: soaring prices for gas, coal and electricity since the summer have raised questions about energy access, poverty and international equity: how can the world address these issues at COP26 and beyond? The Energy Gang is brought to you by Bloom Energy. Bloom’s onsite energy platform provides unparalleled control for those looking to secure clean, reliable 24/7 power that scales to meet critical business needs. It eliminates outage and price risk while accelerating us towards a zero carbon future. Visit Bloom Energy to learn how to take charge today. The Energy Gang is brought to you by Hitachi Energy. What does your energy future look like? Look to Hitachi Energy for the advanced energy technologies needed to deliver real outcomes — unlocking new revenue streams, maximizing renewable integration, and lowering carbon emissions. Learn more . See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://
Fri, October 29, 2021
The Energy Gang's Next Chapter
Some news for this podcast: Ed Crooks , VP of the Americas for Wood Mackenzie, will be taking over the show as our new host. Co-hosts Katherine Hamilton and Stephen Lacey will be moving on. Wood Mackenzie will be producing the podcast from now on, bringing on a range of new voices to join the gang. We discuss the transition in the first half of the episode. Later in the show, Katherine, Stephen and Ed explore the range of expectations for global climate talks in Glasgow. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Thu, October 21, 2021
Mr. Shah Goes to Washington
The U.S. Department of Energy is crucial for funding, researching, and testing emerging energy tech. Now, in the Biden era, the agency is orienting itself toward deployment. How difficult is that transition? Our former co-host Jigar Shah joins Stephen, Katherine, and Ed to discuss his experience running the Energy Department’s loan programs office. In March, Jigar left his position at Generate Capital (and this podcast) to head into government service and run the loan programs office. Jigar has $40 billion in authority to back a wide range of climate technologies -- and he’s been working on the first round of investments with those dollars. In the second half of the show: a surprising twist in the global clean-energy transition. How much trouble will energy price inflation cause around the world? The Energy Gang is brought to you by Bloom Energy. Bloom’s onsite energy platform provides unparalleled control for those looking to secure clean, reliable 24/7 power that scales to meet critical business needs. It eliminates outage and price risk while accelerating us towards a zero carbon future. Visit Bloom Energy to learn how to take charge today. The Energy Gang is brought to you by Hitachi Energy. What does your energy future look like? Look to Hitachi Energy for the advanced energy technologies needed to deliver real outcomes — unlocking new revenue streams, maximizing renewable integration, and lowering carbon emissions. Learn more . See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Thu, October 14, 2021
No Peak in Sight for Emissions
EIA and IEA are out with projections for emissions and fossil fuel consumption. And they don’t look good. On our current policy trajectory, there is no peak in sight, according to EIA By 2050, we will likely see a 50% increase in energy consumption. And even though renewables will be the fastest-growing new source of energy, hydrocarbon liquid fuels will meet the majority of demand . That means emissions could rise through 2050, absent massive changes to policy. In July, the International Energy Agency issued a similar analysis showing that carbon emissions will hit record levels in the coming years. And that spending packages around the world — even at historic levels — are still not enough. How do we make sense of this sobering analysis? Plus, Wood Mackenzie is out with a new analysis of global energy storage trends, showing that storage deployments are set to triple this year. Most of that growth is coming from America and China, which account for 70% of installations. What are the applications, technologies and markets that will dominate this growth ? Finally, Europe is in a crisis headed into winter. Natural gas is the second-most confused fuel in Europe — and prices are 6 times higher than they were in the spring. A confluence of factors — rapidly rising demand all at once, lower production than expected from Russia, low storage in Europe, lower-than-expected hydro and wind production — are contributing to the problem. What could alleviate the crisis ? And does this put strain on Europe’s climate ambitions headed into COP26? The Energy Gang is brought to you by Bloom Energy. Bloom’s onsite energy platform provides unparalleled control for those looking to secure clean, reliable
Thu, October 14, 2021
Where Green Hydrogen Is Headed [Special Content]
Suddenly everyone is talking about green hydrogen. From South Africa to the United Arab Emirates. From China to Utah. Governments and developers are eyeing hydrogen as a decarbonization tool. But the rush is also raising lots of questions: Where will hydrogen be most useful? How do you create a supply chain to support it? And how can we ensure it has climate integrity? For answers, we turned to two experts who are obsessing over the future of hydrogen: Janice Lin and Stephen Lamm. Janice Lin is the founder and CEO of Strategen. And she’s president of the green hydrogen coalition. Stephen Lamm is the director of sustainability at Bloom Energy, a company deploying zero-carbon solutions like green hydrogen. With so much renewed attention on the resource, we brought Janice and Stephen together for a discussion about where green hydrogen tech, markets, and applications are headed. This episode was produced in collaboration with Bloom Energy. Bloom’s onsite energy platform provides unparalleled control for those looking to secure clean, reliable 24/7 power that scales to meet critical business needs. It eliminates outage and price risk while accelerating us towards a zero carbon future. Visit Bloom Energy to learn how to take charge today. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Sat, October 09, 2021
What Do Transit Systems Look Like After Covid?
Ride sharing has swept transportation systems over the last decade -- bringing convenience, but also congestion, inequities, and political fights. Now a new category of transportation networking is emerging: TransitTech . It makes up a class of companies that are using tech to help maximize public transit systems. So what does TransitTech look like post-pandemic? Tiffany Chu joins Katherine and Stephen this week to discuss the path forward for transit. Tiffany is the co-founder and CEO of Remix, which was recently acquired by Via for $100 million. We’ll also dig into a new study from Carnegie Mellon University that shows Uber and Lyft are increasing external societal and environmental costs by up to 35% compared to personal car driving. We’ll wrap up with a discussion about how transportation will play into upcoming legislation on climate and infrastructure. The Energy Gang is brought to you by Bloom Energy. Bloom’s onsite energy platform provides unparalleled control for those looking to secure clean, reliable 24/7 power that scales to meet critical business needs. It eliminates outage and price risk while accelerating us towards a zero carbon future. Visit Bloom Energy to learn how to take charge today. The Energy Gang is brought to you by Hitachi ABB Power Grids. What does your energy future look like? Look to Hitachi ABB Power Grids for the advanced energy technologies needed to deliver real outcomes — unlocking new revenue streams, maximizing renewable integration, and lowering carbon emissions. Learn more . See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, October 01, 2021
The Hidden Science Behind Decarbonizing Buildings
All around us, hidden inside our buildings, are a series of choices and tradeoffs -- choices with direct impacts on our health, our money, and our energy use. Our buildings are wasteful and are filled with a lot of “embodied” carbon . As a result, buildings directly and indirectly account for 40 percent of global emissions. How do we make those choices with better building science? And how do we use that science to design carbon out of our buildings? This week, Katherine and Stephen are joined by Christine Williamson, the creator of Building Science Fight Club . She is a building scientist who teaches architects how to think more intelligently about designing residential and commercial buildings to improve comfort and energy performance, while minimizing system failures. She also has an unconventional take on the green building space — arguing that many of the “feel good” approaches are not necessarily the most functional. Christy has spent her career inside homes and commercial buildings using “building forensics” to identify problems with design and operation. So what does an on-the-ground practitioner think about what’s most effective for improving the performance of buildings, and what’s not? The Energy Gang is brought to you by Sungrow. As a leading provider of PV inverter solutions across the world, Sungrow has delivered more than 10 gigawatts of inverters to the Americas alone and 154 gigawatts in total across the globe. Email them to learn more. The Energy Gang is brought to you by S&C Electric Company. Today, non-wires alternatives such as microgrids can provide more sustainable, resilient and economical ways to deliver reliable power. S&C helps utilities and commercial customers find the best solutions to meet their energy needs. Learn more . See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Tue, September 21, 2021
Will Direct-Air Carbon Capture Be Viable?
Carbon capture has long been criticized as too nascent, too expensive, and too distracting. Is that changing? This month, the Swiss company Climeworks officially launched a direct-air capture plant in Iceland, called Orca. The company has already signed deals with SwissRe, Bill Gates, Stripe, and Shopify to sell them credits from the plant. But the tech is still pretty expensive and relatively small scale. Climeworks wants to build megaton-scale plants by the end of the decade. Lots of other plants are in the works. So what does this commercial launch signal for the carbon-capture industry? Plus, new research shows just how drastically we need to slash fossil fuels to limit dangerous warming. And, California tries to fix the busted recycling system with a “truth in advertising” law aimed at plastics companies. The Energy Gang is a Wood Mackenzie podcast. The Energy Gang is brought to you by Sungrow. As a leading provider of PV inverter solutions across the world, Sungrow has delivered more than 10 gigawatts of inverters to the Americas alone and 154 gigawatts in total across the globe. Email them to learn more. The Energy Gang is brought to you by S&C Electric Company. Today, non-wires alternatives such as microgrids can provide more sustainable, resilient and economical ways to deliver reliable power. S&C helps utilities and commercial customers find the best solutions to meet their energy needs. Learn more . See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Tue, September 14, 2021
Power After Carbon
The electric grid is a central pillar of a zero-carbon economy. But in an era of unrelenting weather extremes, it’s also one of the most fragile. This week: what does power after carbon look like? Katherine and Stephen are joined by Dr. Peter Fox-Penner, author of a new book called, “ Power After Carbon .” Peter is the founder of the Boston University Institute of Sustainable Energy. And he’s a partner and chief strategy officer at the VC firm Energy Impact Partners. At the turn of the last decade, Peter wrote a book called “Smart Power” that looked at the new pressures that utilities were facing around climate policy, emerging distributed energy, and digitization. We’ll look at what’s changed the most over the last decade. Plus, we’ll talk about why Entergy’s resistance to distributed energy in Louisiana created vulnerabilities after Hurricane Ida. The Energy Gang is a Wood Mackenzie podcast. The Energy Gang is brought to you by Sungrow. As a leading provider of PV inverter solutions across the world, Sungrow has delivered more than 10 gigawatts of inverters to the Americas alone and 154 gigawatts in total across the globe. Email them to learn more. The Energy Gang is brought to you by S&C Electric Company. Today, non-wires alternatives such as microgrids can provide more sustainable, resilient and economical ways to deliver reliable power. S&C helps utilities and commercial customers find the best solutions to meet their energy needs. Learn more . See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, August 27, 2021
Why This IPCC Climate Report Is Different
The world’s most scrutinized and peer-reviewed document is out: the IPCC report on climate change. Thousands of scientists have spent decades pouring over every measurement and research report known. The findings are clearer than ever : It is “virtually certain” that the increases in extreme temperatures and droughts are caused by human activity. The economic and human toll from climate change is here. So how is this report different from previous IPCC reports? Plus, is the push for hydrogen a real pathway, or a clever way to lock in more emissions ? We’ll look at the debate over “blue” hydrogen emissions. And, how far have the politics of climate really shifted in Washington ? Will a change in tone mean a boost in action? Katherine Hamilton, Ed Crooks, and Stephen Lacey are this week’s co-hosts. The Energy Gang is a Wood Mackenzie podcast. The Energy Gang is brought to you by Sungrow. As a leading provider of PV inverter solutions across the world, Sungrow has delivered more than 10 gigawatts of inverters to the Americas alone and 154 gigawatts in total across the globe. Email them to learn more. The Energy Gang is brought to you by S&C Electric Company. Today, non-wires alternatives such as microgrids can provide more sustainable, resilient and economical ways to deliver reliable power. S&C helps utilities and commercial customers find the best solutions to meet their energy needs. Learn more . See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Wed, August 18, 2021
Form Energy's Iron-Air Battery for Multi-Day Storage
This episode originally aired on The Interchange. Back in 2016, Mateo Jaramillo left Tesla, where he was leading the stationary energy storage business, and started looking for a new challenge to tackle. He took on long-duration energy storage -- not long duration like 8 hours or 12 hours, but days or weeks or more. In 2017 he came on the show to talk about it . He formed a company, now Form Energy, that has been toiling on this problem in stealth mode. Apart from saying they were building a "metal air" battery, his team held the technology close to the vest. That is, until last week. The company announced a $200M Series D financing led by ArcelorMittal, the world's largest steelmaker, and in the process finally made public the technology, which is an iron air chemistry. Full disclosure: Shayle led Energy Impact Partners’ investment in Form. Shayle and Mateo discuss the technology itself and the counterintuitive economics that Mateo believes will make it work. They also examine how it beat out the alternatives and how it might complement more efficient, but more expensive lithium-ion. It turns out financial modeling was far more important than spec sheets in understanding the tradeoffs. They tackle the critical question: Where exactly are the profitable applications of this technology before we hit very high 80% renewables? They also talk about the semantics of long-duration storage vs. multi-day storage, why Mateo hates holy grails, and potential partnerships with tofu companies. The Energy Gang is brought to you by Sungrow. As a leading provider of PV inverter solutions across the world, Sungrow has delivered more than 10 gigawatts of inverters to the Americas alone and 154 gigawatts in total across the globe. Email them to learn more. The Energy Gang is brought to you by S&C Electric Company. Today, non-wires alternatives such as microgrids can provide more sustainable, resilient and economical ways to deliver reliable power. S&C helps utilities and commercial customers find the best solutions to meet their energy needs. Learn more . See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Tue, August 10, 2021
As Profits Rise, Oil Majors Face New Pressures
We started the Covid pandemic at negative oil prices. Today, benchmark prices are above $70. And top oil companies are reporting billions of dollars in profits. And now there is more scrutiny than ever on how they’re going to spend that money. Activist shareholders are starting to get climate champions on oil major board seats -- most notably, climate tech investor and former wind executive Andy Karsner on Exxon Mobil’s board. A dutch court is now forcing Shell to reduce the emissions from its products by 45%, after a successful lawsuit from environmental groups. Oil executives now have their lawyers on speed dial. And big asset managers, like BlackRock, which lend to many of the world’s energy giants, are scrutinizing their climate plans. So what does it all amount to as oil markets rebound? Ed Crooks , the vice chair of Americas at Wood Mackenzie, joins us this week to discuss. Plus, we’ll talk about a new report card on America’s infrastructure. It’s a slight improvement, but the grade is still pretty awful. And, carbon offsets are going up in flames . Literally. What comes next for forestry offsets? The Energy Gang is brought to you by Sungrow. As a leading provider of PV inverter solutions across the world, Sungrow has delivered more than 10 gigawatts of inverters to the Americas alone and 154 gigawatts in total across the globe. Email them to learn more. The Energy Gang is brought to you by S&C Electric Company. Today, non-wires alternatives such as microgrids can provide more sustainable, resilient and economical ways to deliver reliable power. S&C helps utilities and commercial customers find the best solutions to meet their energy needs. Learn more . See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Tue, August 10, 2021
A New Inflection Point for Clean Energy [Special Content]
We're at a new phase of the clean energy transition. Extreme heat, drought and floods are increasing in frequency. Public attention on clean energy is stronger than ever. The Biden Administration is putting zero-carbon energy at the core of its policies. And there's another powerful force: making sure the energy transition is as racially and economically just as possible. Anton Cohen is a partner at CohnReznick LLP, and national director of the firm’s Renewable Energy Industry Practice. He's been advising companies across a wide range of industries: tech, manufacturing, public tax credits, and energy. Today, he focuses exclusively on renewables: “All we do is renewables. Live, eat, sleep, breathe renewables.” The large investors and energy users that Anton advises are feeling the urgency. “I think it's the corporates who are pushing hard. People know what direction we're heading in. It's just a matter of how quickly we get there with the energy transition,” says Anton. Amidst all of this change in the corporate world, we have an ongoing pandemic, a lumpy economic recovery, massive cybersecurity breaches, and an infrastructure bill under consideration that could transform the clean energy economy. Anton is watching all of it. So we caught up with him for a take on how all these factors are influencing each other. This episode was produced in collaboration with the international advisory, tax and accounting firm CohnReznick LLP. Learn more about how clean energy experts and advisors like Anton, can help your organization grow. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Tue, August 03, 2021
What Emerging Climate Tech Sectors Are Ready for Growth?
After 30 years of R&D and commercial proof, hundreds of billions in institutional dollars are pouring into now-conventional tech like wind, solar and batteries. But there’s a whole class of technologies that are ready to scale. And investors who are increasingly ready to back them. As we heard in our previous show, there was a record $17 billion in venture capital going into climate tech in 2020. With all this money dropping into the space, where can it have the highest impact? What are the areas where we have commercial viability, but still need significant breakthroughs? Our guest co-host this week is Nneka Uzoh Kibuule , a senior vice president at Aligned Climate Capital. She joins Stephen and Katherine to talk about the sectors where she sees the most promise. She'll also talk about the launch of GreenTech Noir, an organization that helps black professionals grow their career connections across clean energy, smart cities, transportation, infrastructure, environmental justice, and more. The Energy Gang is brought to you by Sungrow. As a leading provider of PV inverter solutions across the world, Sungrow has delivered more than 10 gigawatts of inverters to the Americas alone and 154 gigawatts in total across the globe. Email them to learn more . The Energy Gang is brought to you by S&C Electric Company. Today, non-wires alternatives such as microgrids can provide more sustainable, resilient and economical ways to deliver reliable power. S&C helps utilities and commercial customers find the best solutions to meet their energy needs. Learn more . See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Wed, July 21, 2021
A New Era for Climate-Focused Venture Capital
During the height of the pandemic in 2020, venture capital poured into climate technologies at record levels. It was a happy surprise amidst a collapsing economy and years of investment stagnation. Venture investments in climate tech topped $17 billion in 2020 across more than 1,000 deals. Five years ago, it had fallen to $5.2 billion — a 30 percent decrease from a previous peak in 2011. Our guest co-host this week is Emily Kirsch, the founder and CEO of Powerhouse. She’s also the host of Watt It Takes , the entrepreneurship series about founders tackling climate change. Suddenly, it’s cool to be putting your money into the sector again. And there’s something different about today’s rise in enthusiasm. The first wave was all about the “coolness” of cleantech — thin-film solar, electric sports cars, printable batteries. It was also about proving cost curves. Kara Swisher put it bluntly in the NYT last year: the world’s first trillionaire will be a greentech entrepreneur.” Today, there’s much more technological maturity — bigger scale, bigger and better data, and more resources to tap for startups. There is also a deeper moral responsibility infused with investments. If you are running a major VC firm or a corporate venture arm, you are out of the loop if you don’t have a climate component of your portfolio. Andrew Beebe of Obvious Ventures argues we’ve entered the “climate decade” in VC. This week: climate tech isn’t just having a moment. It’s having an age, a period, a generation. Why we are at the start of a climate tech era in venture capital. The Energy Gang is brought to you by Sungrow. As a leading provider of PV inverter solutions across the world, Sungrow has delivered more than 10 gigawatts of inverters to the Americas alone and 154 gigawatts in total across the globe. Email them to learn more . The Energy Gang is brought to you by S&C Electric Company. Today, non-wires alternatives such as microgrids can provide more sustainable, resilient and economical ways to deliver reliable power. S&C helps utilities and commercial customers find the best solutions to meet their energy needs. Learn more . See Privacy Policy at <a href="
Tue, July 20, 2021
The M&A Turf Battle Over Wind, Solar and Storage Projects [Special Content]
In March of 2020, Covid shut down economies, closed off supply chains, and sent unemployment to historic levels. No one knew what would come next for energy. Oil prices went into negative territory. Industrial electricity use plummeted. Residential demand shot up. And there were big pipelines of renewable energy projects waiting to get built. “I think we were all a little bit nervous about how COVID was going to affect all of the deal flow in the market,” says Britta von Oesen, a managing director at CohnReznick Capital. Britta is the person at the table brokering tax structures and project sales that move money into renewable energy. So did Covid destroy her ability to get deals done? “Honestly, it's gone a lot better than I would have expected,” she says. M&A activity increased. And as 2021 kicked off, the M&A deals only accelerated. Most of the top independent wind and solar developers have been scooped up by utilities, private equity firms, oil majors, or bigger corporates. And the ones that haven't been acquired may be soon. There is an intense turf battle over wind, solar and storage platforms in the US. So what is driving all this activity? In this episode, brought to you by CohnReznick Capital , we speak with Britta Von Oesen about who's doing the acquiring, who's doing the selling, and what it all means for the growth of U.S. clean energy. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Thu, July 08, 2021
Extreme Weather Keeps Maxing Out the Grid
It’s been a very intense year for America’s power grid. Across the country, the electricity system just faced another stress-test as extreme heat taxed power plants and grid operators in the Pacific Northwest , Texas , and New York . Since 2000, outages across the U.S. have increased by 67% . Is the power system ready for tomorrow’s extreme weather -- today? Stephen and Katherine are joined by Dr. Melissa Lott , a senior research scholar and the director of research at the Center on Global Energy Policy. Plus, we’ll discuss a secret recording of an Exxon lobbyist bragging about the company’s efforts to delay climate policy. What does it tell us about the oil industry’s grip in Washington? We’ll finish with a look at a new report from Columbia University: can we use natural gas pipelines to accelerate the low-carbon transition? The Energy Gang is brought to you by Sungrow. As a leading provider of PV inverter solutions across the world, Sungrow has delivered more than 10 gigawatts of inverters to the Americas alone and 154 gigawatts in total across the globe. Email them to learn more . The Energy Gang is brought to you by S&C Electric Company. Today, non-wires alternatives such as microgrids can provide more sustainable, resilient and economical ways to deliver reliable power. S&C helps utilities and commercial customers find the best solutions to meet their energy needs. Learn more . See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Tue, June 29, 2021
America's Transmission Challenge (Rebroadcast)
America is a place where if you can dream something — no matter how big or ambitious — you can do it. Unless you’re trying to string 700 miles of high-voltage transmission lines to bring wind power from Oklahoma to Tennessee. Our guest this week is Russell Gold, author of a new book about the saga that unfolded when wind energy pioneer Michael Skelly tried just that. The book, Superpower , is all about Skelly’s attempt to build one of the most ambitious energy infrastructure projects in recent history — and how he faced nearly every obstacle imaginable. What does Skelly’s journey tell us about America’s diminishing ability to do great things? Russell Gold is a veteran newspaper reporter who was a Pulitzer Prize finalist for his reporting on the Deepwater Horizon oil spill. He wrote a book in 2014 on the rise of fracking, called The Boom . He’ll join us to talk about the reasons why Skelly’s transmission plan failed. This is a rebroadcast of a 2019 episode. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Mon, June 21, 2021
A New Podcast: 'The Big Switch'
This week, we are offering the first episode of a new podcast: The Big Switch . It’s a five-part series about how to clean up the energy system -- told in a clear, understandable and fun way. The show is hosted by Dr. Melissa Lott, research director at Columbia University's Center on Global Energy Policy. Stephen Lacey is the show's executive editor. Listen to the first episode of The Big Switch right now -- and subscribe to the show on Apple , Spotify , and any other place you get podcasts. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Wed, June 16, 2021
Tracking the Equity Outcome of Decarbonization
We can measure the energy transition in any number of ways. The hundreds of millions of solar panels and wind turbines installed. The gigatons of carbon reduced. Or the number of jobs created. But how do we measure the equity outcome? Our guest co-host, Dr. Destenie Nock , is focused on exactly this question. She is an assistant professor of civil and environmental engineering at Carnegie Mellon University. Dr. Nock is creating new models for energy-systems planning that factor in positive social objectives, not just cost or reliability metrics. Any decarbonization strategy is a de facto justice/equity strategy, as frontline communities will see the most benefit. But how do we maximize the benefit? And how do different pathways determine the outcome for low-income citizens and people of color who are disproportionately impacted by pollution? We’ll dig in. Plus, what is happening with the infrastructure bill? All of a sudden, negotiations are at an impasse. President Biden broke off talks with Republican Senate leadership after strong disagreements over climate spending. Now progressives and climate groups are wondering: are we going to lose another historic climate bill? And if so, how long will it be until another chance emerges? The Energy Gang is brought to you by Aurora Solar. Aurora is offering all the presentations from its recent Empower Summit for free on its website. Go here to see conversations with people like Sunnova CEO John Berger and CALSSA Executive Director Bernadette Del Chiaro. The Energy Gang is brought to you by Enel X, a leader in energy storage, DER management software, and smart electric vehicle charging stations to increase project value. Learn what Enel X can do for your business . See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, June 11, 2021
Coal Is Uncompetitive. Why Do We Burn So Much?
America gets 20 percent of its electricity from coal. That’s a 50 percent drop since the peak in 2007. But if coal is becoming so economically uncompetitive, why does it still make up so much of our grid mix? This week: Coal is no longer king. But it still has a lot of power across the land. How do we banish it for good? Katherine and Stephen welcome Joe Daniel as a guest co-host this week. Joe is a senior energy analyst at the Union of Concerned Scientists. Joe joins us to talk about the problem of coal plant “self-scheduling,” which locks in operation of dirty power plants even when the economics don’t make sense. We’ll also look at how we unburden ourselves from the long-term agreements these coal plants are under? One solution is to buy back debt through securitization — basically like refinancing a mortgage. How will it work? Finally, we’ll discuss the numbers behind nationalizing the coal industry. Could we buy up the entire sector, shut it down, and then offer wages, healthcare, pensions, and job placement to displaced workers? It would only cost somewhere between $33 billion and $83 billion over 15 years, according to estimates from the Union of Concerned Scientists. The Energy Gang is brought to you by Aurora Solar. Join Aurora on June 8th and 9th for the second annual virtual summit. Hear from, and interact with, industry leaders, policy makers, sales experts, and more. Get your questions ready, and save your spot by registering now . The Energy Gang is brought to you by Enel X, a leader in energy storage, DER management software, and smart electric vehicle charging stations to increase project value. Learn what Enel X can do for your business . See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Sun, May 23, 2021
A Wartime Plan for Electrifying America
What if someone told you that we have everything we need to decarbonize most of the economy? We would just need to start electrifying every new car, furnace, water heater, drier, and cookstove, and industrial process starting right now . And yeah, and put solar on every roof that can handle it. This week: a wartime plan for winning the climate fight with clean electricity. What’ll it take? How possible is it? Saul Griffith is our guest co-host. He’s the founder and chief scientist of Rewiring America . He’s also the author of the upcoming book “Electrify,” from MIT Press. If we are on a wartime footing for decarbonizing the economy, Saul could be considered a 5-star general of the “electrify everything” movement. He founded or co-founded around a dozen companies and organizations. And he has a PhD from MIT in materials science and information theory. Saul is now trying to marshal the world around his “a defensible and believable” pathway for decarbonizing America with clean electricity. The Energy Gang is brought to you by Aurora Solar. Join Aurora on June 8th and 9th for the second annual virtual summit. Hear from, and interact with, industry leaders, policy makers, sales experts, and more. Get your questions ready, and save your spot by registering now . The Energy Gang is brought to you by Enel X, a leader in energy storage, DER management software, and smart electric vehicle charging stations to increase project value. Learn what Enel X can do for your business . See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Sun, May 16, 2021
What Are ‘Transformational’ Utilities Doing Right?
First they ignore you. Then they laugh at you. Then they fight you. Then they transform? This week: a look at some positive trends guiding the utility sector. What are power providers that are leading the energy transition doing right? We’re joined by Julia Hamm , the president and CEO of the Smart Electric Power Alliance. We’re talking about SEPA’s 2021 utility transformation profile -- a survey and ranking system of over 130 electric utilities in the US. There are thousands of power companies. That means different flavors of corporate goals, management styles, and approaches to building clean energy. Julia’s going to help us understand what they are. Why is utility progress more like “change management” than traditional Silicon Valley-style disruption? Then: how utilities will benefit from Biden’s big infrastructure push. Plus, the solar census : what will job growth look like in a post-pandemic world? The Energy Gang is brought to you by Aurora Solar. Join Aurora on June 8th and 9th for the second annual virtual summit. Hear from, and interact with, industry leaders, policy makers, sales experts, and more. Get your questions ready, and save your spot by registering now . The Energy Gang is brought to you by Enel X, a leader in energy storage, DER management software, and smart electric vehicle charging stations to increase project value. Learn what Enel X can do for your business . See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, May 07, 2021
Is Offshore Wind *Finally* Coming to America?
The lack of progress on offshore wind in America is one of the most baffling and frustrating stories in energy. The technology and resource availability are tremendous. Europe has de-risked the technology and proven it can be deployed at scale, and at low cost, with minimal disruption. U.S. states are setting big targets. And at a national-scale, people want it. And yet, we have not been able to get any meaningful amounts of offshore wind capacity in the water. That may be about to change . In late March, the Biden team said it plans to accelerate offshore wind development -- with a goal of getting 30 gigawatts of projects finished by 2030, and 110 gigawatts by 2050. By comparison, we have 30 megawatts in the water now. And Europe currently has 25 gigawatts operational. So what does the government need to do to finally make this industry a reality? Energy futurist Ramez Naam is our guest co-host this week. We’ll also talk about Biden’s first 100 days in office . He marked the occasion with a speech to Congress that emphasized his “blue-collar blueprint to rebuild America.” H e’s drawing a very clear connection between taking action on climate change and building tons of jobs. So what has Biden accomplished so far that is meaningful? What is rhetorical and what is creating a clear pathway to real outcomes? Finally, we’ll look at why the UN is shifting its focus to methane emissions . The Energy Gang is brought to you by Aurora Solar. Join Aurora on June 8th and 9th for the second annual virtual summit. Hear from, and interact with, industry leaders, policy makers, sales experts, and more. Get your questions ready, and save your spot by registering now . See Privacy Policy at https://art19.com/privacy and California Privacy Notice at <a href="https://art19.com/privacy#do-no
Fri, April 30, 2021
Banking Is the Pressure Point for Climate
In 2015, then-Secretary of State John Kerry called the Paris climate treaty a “tremendous victory.” In the years since, $3.8 trillion has flowed into fossil fuels globally. Now Kerry and other White House officials are focusing on banks and insurers that are still offering a lifeline to new fossil fuel projects. Can they slow the flow of cash? This week: why finance is the main pressure point for climate. Today, all the major banks are collectively supporting hundreds of billions of dollars worth of renewables projects every year. But few are giving up on fossil fuels. One environmental campaigner put it this way: “the banks are gorging on doughnuts and then eating an apple afterwards.” A new analysis from DeSmog finds that 77% of board directors at the top-7 US banks have ties to “climate-conflicted” groups. Earlier this year, New York University released a study showing that only 7 percent of board members in the top 100 US companies -- which includes many banks -- had any climate expertise at all. This week, Justin Guay joins Katherine and Stephen as a guest co-host. Justin is the director of global climate strategy at the Sunrise Project. He’s been following the flow of money into climate-conflicted projects for a decade. Looking to grow your career in solar tech? Aurora Solar is the leader in solar design and sales software. Aurora is hiring across multiple roles including customer success, marketing, sales, operations, and more. See open roles and apply to join Aurora, voted one of the best places to work in 2021, at www.aurorasolar.com/energygang . This podcast is brought to you by Sungrow, a leading provider of PV inverter solutions around the world. Sungrow has delivered more than 10 gigawatts of inverters to the Americas alone — and 120 gigawatts in total across the globe. Learn more about Sungrow’s cutting-edge solar projects. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Thu, April 22, 2021
Is America Halfway to a Zero-Carbon Grid?
In 2005, it looked like heat-trapping gases from power plants were only going up. That year, the EIA put out a projection: CO2 emissions from power plants would steadily rise every year, thanks to the incumbency of coal and gas. Today, they’re half of what was projected. A new report from Lawrence Berkeley National Lab calls it “halfway to zero” -- meaning we are already halfway to a zero-carbon grid. This week: why the path to net-zero may surprise us once again. Then: America’s climate image on the world stage is in tatters. What will it take for the Biden team to stitch it back together before COP negotiations this fall? Finally: a ton of specific policy ideas that can help us expand solar to the people who need it most. BlocPower CEO Donnel Baird joins Katherine and Stephen as our guest co-host this week. Looking to grow your career in solar tech? Aurora Solar is the leader in solar design and sales software. Aurora is hiring across multiple roles including customer success, marketing, sales, operations, and more. See open roles and apply to join Aurora, voted one of the best places to work in 2021, at www.aurorasolar.com/energygang . This podcast is also brought to you by CPower. CPower’s latest book, "Demand-Side Energy Management in the Time of COVID," takes a peek into eight of the biggest commercial industries in North America and reveals key energy management strategies successful organizations executed during the wildest year of the young century. Download it here. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Thu, April 15, 2021
Unlocking Home Electrification With Heat Pumps
Every few seconds, a new residential HVAC system or water heater is installed around America. Most of them are designed to burn oil and gas -- locking in 15-20 more years of carbon pollution. So how do we electrify 100% of that new equipment rapidly? This week: a wide-ranging conversation about how to unlock the residential market. Katherine and Stephen are joined by Nate Adams, the co-founder of HVAC 2.0 . He’s called “ the house whisperer ” for a reason. They discuss the benefit of home electrification, the opportunity, and the market constraints. Later in the show, a new trend in real estate: Redfin released a survey of prospective homebuyers, asking them about how they’d factor climate risk into their decisions. Half of them said that intensifying natural disasters influenced their decision to relocate. What are the consequences for the market? Resources: Grist : The Barriers to Home Electrification Workshop : Nate Adams’ Electrify Everything Course Redfin Survey : Climate Change Influencing American Home Buyers Lisbeth Kaufman : Why I’m Buying a Climate Haven Looking to grow your career in solar tech? Aurora Solar is the leader in solar design and sales software. Aurora is hiring across multiple roles including customer success, marketing, sales, operations, and more. See open roles and apply to join Aurora, voted one of the best places to work in 2021, at www.aurorasolar.com/energygang . See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, April 09, 2021
Can California Move Fast Without Breaking Things?
California is the proving ground for every major change that President Biden wants to accelerate nationally: 100% carbon-free electricity, fossil fuel phaseouts, climate-resilient grid hardening. The state wants to make 100% of retail electricity sales carbon-free by 2045. To that, it’ll need to match its best year ever for renewable energy installations -- for 25 years more years in a row. It’ll amount to $4.5 billion in yearly spending. California is moving fast. Is there such a thing as too fast? This week, Los Angeles Times Staff Writer Sammy Roth joins us to talk about California’s fast, sometimes-messy, and still-evolving energy transition. Plus, tensions over public lands. It’s going to take a lot of investment, difficult choices, and grit to hit California’s zero-carbon goals. It’s also going to take a lot of land. That’s putting the Biden team in a dilemma: how to balance a historic build-out of wind and solar farms with protection of public lands? Plus, we look at the details of Biden’s “once in a generation” plan to reconstruct the economy one seawall, EV charging station, and transmission project at a time. Resources: Sammy Roth’s “ Boiling Point ” newsletter Sammy’s article on the collision over renewables on public lands Sammy’s article on California’s pathway forward to 100% clean power E&E News : How Biden’s $2T infrastructure plan would overhaul the grid NYT : Biden’s $2T plan to reshape the economy Looking to grow your career in solar tech? Aurora Solar is the leader in solar design and sales software. Aurora is hiring across multiple roles including customer success, marketing, sales, operations, and more. See open roles and apply to join Aurora, voted one of the best places to work in 2021, at www.aurorasolar.com See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-inf
Fri, April 02, 2021
How Do We Decarbonize the Food System?
The systems that support growing, shipping and processing food make up one-third of heat trapping gases. How can Agtech help us tackle this tangled and underserved sector? We’ll look at investment activity, technological solutions, and policy levers. Then, we revisit long-duration storage. A net-zero grid will require new ways to store and discharge energy over long periods. How’s it shaping up? Plus, is carbon pricing back on the table here in the US? This week, Katherine and Stephen are joined by guest co-host Amy Duffuor , a principal at Prime Impact Fund. Resources: Ag Funder : How to Unleash Agtech in the Fight Against Climate Change Greentech Media : California Could Need 55 GW of Long-Duration Storage Axios : Oil Industry Endorses a Carbon Price Looking to grow your career in solar tech? Aurora Solar is the leader in solar design and sales software. Aurora is hiring across multiple roles including customer success, marketing, sales, operations, and more. See open roles and apply to join Aurora, voted one of the best places to work in 2021, at www.aurorasolar.com See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Thu, March 25, 2021
America’s Trillion-Dollar Climate Infrastructure Play
This week, the nuts and bolts of climate policy: infrastructure. With a $2 trillion covid relief package under his belt, Biden looks to harness another $3 trillion on building clean energy, hardening the electric grid, installing electric car chargers, and updating roads and bridges. We’ll game out what’s needed and what’s possible. Then: is this the moment for the black climate agenda? And if so, what are the priorities? Finally, how will pressure campaigns over new fossil fuel infrastructure play out in the next four years? And what lessons have we learned from previous fights over the last decade? The gang this week: Katherine Hamilton and Stephen Lacey are joined by climate strategist Tamara Toles O’Laughlin. Resources: New York Times : Biden’s Biden’s Recovery Plan Bets Big on Clean Energy E&E News : How the Infrastructure Bill Might Tackle Climate Change Redfin Study : Redlined Communities Face Greater Flood Risk CNN : A New Pipeline Battle Fires Up in Minnesota This podcast is brought to you by Sungrow, a leading provider of PV inverter solutions around the world. Sungrow has delivered more than 10 gigawatts of inverters to the Americas alone — and 120 gigawatts in total across the globe. Learn more about Sungrow’s cutting-edge solar projects. This podcast is also brought to you by CPower. CPower’s latest book, Demand-Side Energy Management in the Time of COVID , takes a peek into eight of the biggest commercial industries in North America and reveals key energy management strategies that successful organizations executed during the wildest year of the young century. Download it here. See Privacy Policy at <a href="https://art19.com/privacy" rel="noopener noreferrer" target="_blank
Thu, March 18, 2021
The Clash Over Gas Bans in Buildings
This week: natural gas bans are the newest flash point in the energy transition. What does it mean for the electrify-everything movement -- and the gas industry’s public relations battle? Then: how do we build back better for everybody? We’ll look how Biden’s recent stimulus and climate agenda could mend America’s growing wealth and race divide. Plus: it’s been a year since the start of the pandemic. What transformed, and what didn’t? What did we get right and wrong? We’ll revisit the last 12 months. Katherine Hamilton and Stephen Lacey are joined by Donnel Baird, the CEO of Blocpower . Resources: Mother Jones investigation on gas industry front groups. NPR story on political conflicts over gas bans, and pre-emptive actions in red states The Atlantic : Biden’s stimulus is a big deal for public transit NYT : How Biden ties economic goals to racial equity Politico : Congressional democrats unveil sweeping climate bill Podcasters declare campaign This podcast is brought to you by Sungrow, a leading provider of PV inverter solutions around the world. Sungrow has delivered more than 10 gigawatts of inverters to the Americas alone — and 120 gigawatts in total across the globe. Learn more about Sungrow’s cutting-edge solar projects. This podcast is also brought to you by CPower. CPower’s latest book, Demand-Side Energy Management in the Time of COVID , takes a peek into eight of the biggest commercial industries in North America and reveals key energy management strategies that successful organizations executed during the wildest year of the young century. <a href="https://info.cpowerenergymanag
Tue, March 09, 2021
Climate Tech Is Changing Fast
This week, we present a crossover episode of our sister podcast, The Interchange . In this episode, host Shayle Kann talks with fellow venture capitalist Abe Yokell about the state of climate tech investing. It’s safe to say that this year has brought some of the biggest changes to the space we’ve ever seen. Shayle and Abe try to separate what’s real from what’s hype. Thanks to everyone for their kind emails and social media reactions after Jigar's final episode. The show goes on! We’re currently booking a diverse range of high-profile guests to join us each week. We think you're going to like what we have in store for you. While you are waiting for new Energy Gang episodes, this is the perfect time to follow the The Interchange where ever you listen to podcasts. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Wed, March 03, 2021
Jigar's Final Episode
Jigar Shah has been our co-host since 2013. But now he's moving on to new pastures. Starting this this week, Jigar will be leading the Department of Energy's loan programs office -- running the government's strategy to finance the deployment of up-and-coming clean energy technologies. In this episode, we reflect on Jigar's career and his role on the show. Plus, we'll learn more about his mission in the Biden Administration. Read the announcement. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, February 26, 2021
Watt It Takes: Executive Producer Stephen Lacey
This week, we have a bonus episode of Watt It Takes featuring Stephen Lacey, our founding host and executive producer. Back in December, Powerhouse CEO Emily Kirsch interviewed Stephen for a holiday edition of Watt It Takes . They talked in front of an audience about his career in journalism, how the world of podcasting has evolved, and his entrepreneurial journey launching a production company. And great news! Watt It Takes is now a standalone series. You can subscribe on Apple , Spotify , Google Podcasts or anywhere you get your shows . We'll be featuring the top voices in climate tech throughout 2021. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Wed, February 24, 2021
The Texas Grid Failure
Even for energy veterans, the depth of failures in Texas last week were breathtaking. As arctic air froze power plants, gas lines, and mechanical instruments, the grid was shut down -- leaving 4 million people without electricity, unknown millions without heat, and three times that many without water. Texas has been through freezes like this before in 2011, 2014 and 2018. Regulators were warned. So who is to blame for this historic catastrophe? This week, we’ll talk about what happened in Texas -- reflecting on the responses and projecting the consequences for how we engineer the grid. Then: did the shale boom fail to create all those promised jobs? New research shows that the natural gas boom did not bring a massive employment wave to counties in the Marcellus and Utica shales. Wealth yes, but not so many jobs. Wall Street Journal : In Frigid Texas, Desperate Families Take Risks to Stay Warm Associated Press : Texas governor’s biggest donors: Energy industry that failed NBC : The GOP is rapidly becoming the blue-collar party. Here's what that means. Inside Climate News: A Decade Into the Fracking Boom, Pennsylvania, Ohio and West Virginia Haven’t Gained Much, a Study Says Thanks to our sponsors: The Energy Gang is brought to you by Wärtsilä Energy. Wärtsilä is leading the energy transition with the Atlas of 100% Renewable Energy . Stick with us at the end of the show to hear how this tool is helping us understand how to best spend stimulus dollars on the clean-energy transition. This podcast is brought to you by Sungrow, a leading provider of PV inverter solutions around the world. Sungrow has delivered more than 10 gigawatts of inverters to the Americas alone — and 120 gigawatts in total across the globe. Learn more about Sungrow’s cutting-edge solar projects. This podcast is also brought to you by CPower. CPower’s latest book, Demand-Side Energy Management in the Time of COVID , takes a peek into eight of the biggest commercial industries in North America and reveals key energy man
Fri, February 12, 2021
How a ‘Climate Emergency’ Could Harness Wartime Powers
This week: climate change is certainly the most urgent issue we face. But should it be formally declared an emergency? There’s a real conversation over the label in the US -- and it could have a very real impact on what the president can do. This has been a growing priority for environmental groups. Grist reported that in December, more than 380 of them sent a letter to Joe Biden’s transition team, urging him to issue an executive order mobilizing the National Emergencies Act. And now, Rep. Earl Blumenauer and Rep. Alexandria Ocasio-Cortez in the House and Sen. Bernie Sanders in the Senate among others just introduced The National Climate Emergency Act of 2021, Then: what could be the counter-impact? Changes across the energy economy are set to accelerate. If we don’t do it correctly, are we facing a “Yellow Vest” protest movement like we saw recently in France? And last: a new study shows that some cities are grossly under-reporting their carbon emissions. Do cities even have the resources to measure them properly? Resources: Grist : AOC, Sanders, and Blumenauer press Biden to declare a ‘climate emergency’ Vice : AOC and Bernie Are Teaming Up to Get Biden to Declare Climate Change a National Emergency Vox : “We risk a yellow vest movement”: Why the US clean energy transition must be equitable New York Times : U.S. Cities Are Vastly Undercounting Emissions, Researchers Find Thanks to our sponsors: The Energy Gang is brought to you by Wärtsilä Energy. Wärtsilä is leading the energy transition with the Atlas of 100% Renewable Energy . Stick with us at the end of the show to hear how this tool is helping us understand how to best spend stimulus d
Fri, February 05, 2021
The Dirty Secret Behind Utility Climate Goals
Net-zero pledges are becoming common for utilities. But a huge number of them are failing to decarbonize on any timeframe that truly matters. They’re not phasing out coal, they’re building lots of new gas plants, and they’re not building enough clean energy. We’ll talk about a damning new analysis of utility climate goals from the Sierra Club that digs into the actual numbers. Then, the urgency of a national clean energy standard. What are the new political pieces in place to get a nationwide target in place? And can we build it to serve marginalized communities? A new analysis maps out how. Finally, the bombshell news that General Motors will only sell zero-emissions cars by 2035. How hard is it to turn around a company born and raised in internal combustion? A cautionary tale from Volkswagen offers some answers. Dr. Leah Stokes, professor at UC Santa Barbara, joins Stephen, Katherine and Jigar this week. Leah is the co-author behind the two reports we are discussing. Leah is also co-host of A Matter of Degrees , a new podcast that looks at the forces behind climate change -- and how “climate curious” citizens can tackle it. Resources: Sierra Club : The Dirty Truth About Climate Pledges Stokes, Ricketts : A Roadmap to 100% Clean Electricity by 2035 New York Times : G.M. Will Sell Only Zero-Emission Vehicles by 2035 Wall Street Journal: How Volkswagen’s $50 Billion Plan to Beat Tesla Short-Circuited Thanks to our sponsors: The Energy Gang is brought to you by Wärtsilä Energy. Wärtsilä is leading the energy transition with the Atlas of 100% Renewable Energy . Stick with us at the end of the show to hear how this tool is helping us understand how to best spend stimulus dollars on the clean-energy transition. This podcast is brought to you by Sungrow, a leading provider of PV inverter solutions around the world. Sungrow has delivered more than 10 gigawatts of inverters to the Americas alone — and 120 gigawatts in total across the globe. Learn more about Sungrow’s cutting-edg
Fri, January 29, 2021
Reversing Trump's Destruction
It was hard to keep up with the destruction of the Trump era. And it’s already getting hard to keep up with the rebuilding. This week brought a series of actions on climate change from the White House that are building a framework for the climate economy. Sam Ricketts, a prominent climate policy advisor, told the Los Angeles Times : “This is the most ambitious climate platform put forward by an American president...It is mobilizing the entirety of the federal government in an unprecedented way. Every agency is now a climate agency.” We’ll sort through it. Then, last week we covered distributed energy modeling. Now we get to the practice: how do we rebuild markets to accommodate a ton of small-scale resources? They’re doing it in the UK. We’ve lagged in the US. We’ll compare. Finally, Elon Musk says he’ll give $100M to carbon-capture tech that shows promise. He can’t run rockets on electricity. Will he get his carbon-neutral jet fuel? Greentech Media : Biden Executive Orders Set Broad Federal Role in Clean Energy and Climate Change Mitigation LATimes : Biden Orders Sweeping Actions to Pause Drilling and Fight Climate Change Greentech Media : New UK DERMS Project Targets Flexibility Across Distribution and Transmission Grids Twitter : Cisco DeVries’ Feed on the Dissing of OhmConnect NBC News : Elon Musk to Offer $100 Million Prize for 'Best' Carbon Capture Tech Tyndall Centre for Climate Change Research A Review of the Role of Fossil Fuel Based Carbon Capture and Storage in the Energy System. This podcast is brought to you by Sungrow, a leading provider of PV inverter solutions around the world. Sungrow has delivered more than 10 gigawatts of inverters to the Americas alone — and 120 gigawatts in total across the globe. Learn more about Sungrow’s cutting-edge solar projects. This podcast is also brought to you by CPower. CPower and its team of
Fri, January 22, 2021
Why Local Solar + Storage Is a Pillar of the Net-Zero Grid
This week, we finally left behind a destructive regime that thwarted environmental policy at every turn. We exchanged it for a government putting climate experts and clean-energy doers in its highest ranks in a way that no prior administration has done before. What comes next? First up this week: If Biden wants his $2 trillion climate spending plan to make a bigger impact, should he emphasize rooftop solar and small-scale batteries? A leading modeler says a local solar-storage plan could save hundreds of billions of dollars as we build out the net-zero grid. Then: the board members of major corporations are often ignorant about climate change and what it takes to address it, according to a new report from NYU’s Stern business school. Why is that true – still? What can be done about it? And last: Should you sign up for your utility’s green power program? Is there a better way to guarantee that your monthly power bill supports the world you envision? We’ll answer a listener question. Recommended reading: VCE : Why Local Solar for All Costs Less Local Solar For All Roadmap LA Times : Boiling Point: How rooftop solar could save Americans $473 billion Bloomberg : Many Corporate Boards Don’t Fully Understand the Climate Crisis Harvard Business Review : Boards Are Obstructing ESG — at Their Own Peril NREL : Voluntary Green Power Procurement - 2019 Utility Green Pricing Ranks Energy Sage : What to look for, and availability of community solar This podcast is brought to you by Sungrow, a leading provider of PV inverter solutions around the world. Sungrow has delivered more than 10 gigawatts of inverters to the Americas alone — and 120 gigawatts in total across the globe. Learn more about Sungrow’s cutting-edge solar projects. This podcast is also brought to you by
Thu, January 14, 2021
Watt It Takes: BlocPower CEO Donnel Baird
BlocPower CEO Donnel Baird is on a mission to clean up old, inefficient buildings in America’s cities -- and help people who are exposed to the worst pollution. BlocPower was founded in 2012. It’s raised venture capital from Kapor Capital and Andreesen Horowitz. But that process was not easy for a company with a mostly non-white leadership team. As a black founder, Donnel was turned down 200 times before any venture firms were willing to back his vision. “It was really difficult for us raising capital. One of our investors when I talked to him two or three years ago and said I was struggling to raise capital, he was like ‘yeah man, just hire some white people and send them into the fundraising meetings and it’ll clear things up,’” explains Donnel. BlocPower is a Brooklyn, New York startup electrifying and weatherizing buildings in underserved communities -- slashing pollution and saving money. This includes housing units, churches, community centers. And the mission for Donnel isn’t about just about hitting milestones for investors. It’s about changing the fabric of underserved communities that are plagued by pollution and energy poverty. That’s because Donnel has lived it himself. In this episode, Powerhouse CEO Emily Kirsch talks with Donnel about how he channeled his frustration and anger around racial unfairness into a business model for the energy transition. Listen to all our past episodes of Watt It Takes here . This series is normally recorded in front of a live audience, but we’re now recording the interviews remotely. See future events from Powerhouse here . The Energy Gang is brought to you by Sungrow, a leading provider of PV inverter solutions across the world. Sungrow has delivered more than 10 gigawatts of inverters to the Americas alone -- and 120 gigawatts in total across the globe. Learn more about Sungrow’s cutting-edge solar projects. The Energy Gang is also brought to you by CPower. CPower and its team of energy experts are back with a webinar series aimed to help organizations make sense of the chaos and optimize their energy use and spend in 2021. This hour-long webinar series features market-by-market breakdowns to help energy planners make the right decisions. Register today . See Privacy Policy at <a href="https:
Fri, January 08, 2021
America's Drastic Shift: What Are Paths for Climate?
In the final moments of 2020, the most important U.S. energy legislation in a decade flew in under the radar, attached to the coronavirus relief and government funding bill. It’s an astonishing collection of measures. It sets aside $35 Billion in new funding for clean energy R&D, phases out some of the most egregious greenhouse gases, and extends tax credits for wind, solar, nuclear, and carbon capture. What’s the impact? It would have been a bill big enough to discuss this whole episode. But it’s been eclipsed by the possibility of more ambitious legislation under a Democrat-controlled Congress -- thanks to some big Senate wins in Georgia on Wednesday. With a window of action open, how much can get done in the next two years? We’ll dig in. Lastly, one of the biggest business stories from the last year: Tesla. A stratospheric stock price, strong sales growth, and the second richest man in the world. What do Elon Musk’s fortunes foreshadow for EVs? Recommended reading: Greentech Media: What Renewable Energy and Energy Storage Did, and Didn’t, Get from Congress This Week E&E News : 13 Ways the Massive Omnibus Hits Energy Dave Roberts Volts Podcast : The Energy Act E&ENews : Things to Watch in a 50-50 Senate Bloomberg : Tesla Poised for Expansion After Just Missing 2020 Target Barron’s : Tesla Passes a Market-Cap Milestone. It’s Worth More Than Facebook. The Energy Gang is brought to you by Sungrow, a leading provider of PV inverter solutions across the world. Sungrow is supplying inverters for a series of new, world-class solar facilities that will support Facebook’s operations with 100% renewable energy. Learn more about Sungrow’s cutting-edge solar projects. The Energy Gang is also brought to you by CPower. CPower and its team of energy experts are back with a webinar series aimed to help organizations make sense of the chaos and optimize their energy use and spend in 2021. This hour-long
Sun, December 20, 2020
Year-Ender: Listeners Choose Top Trends of 2020
Goodbye 2020. We’re not sad to see you go. Even though this year brought a lot of outright bad stuff, it also brought a lot of positive, nuanced storylines in energy. We’re going to tackle as many of them as possible, using suggestions from our listeners as a guide. And no, they won’t be pandemic-related. Not explicitly anyway. You can listen to our previous episode for our pandemic picks. We’ll tackle your suggestions: breakout technologies, political corruption, corporate momentum, energy justice, new financing approaches, and regulatory change. The Energy Gang is brought to you by Wärtsilä Energy, leading the transition toward a 100% renewable energy future. Wärtsilä launched “The Path to 100%” to accelerate the transition to renewables. Become part of the discussion. The Energy Gang is brought to you by Honeywell, a leading supplier of IOT solutions to mission-critical industries around the world. Honeywell Smart Energy helps utilities transform their grid operations through advanced solutions and targeted services from edge to cloud. Learn more . See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Tue, December 15, 2020
Introducing: Google’s Quest for 24/7 Clean Energy
We’re featuring an episode of Google’s new podcast about data centers, called Where the Internet Lives . What would it take to run data centers on clean electricity, everywhere, every hour of the day? In this episode, we look at the evolution of data center energy use in a world confronting the threat of climate change – and explore promising ideas that could fuel a carbon-free future. Subscribe anywhere you get podcasts. Or find it in these top platforms: Apple Google Podcasts Spotify Stitcher RSS Feed See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, December 11, 2020
Revisiting Pandemic Predictions for Energy
As we close out 2020, we are diving into the top stories that defined this frenzied and heavy year. This week, we’ll start the show with a look back at how Covid re-shaped the energy transition. We’re going to revisit some predictions that did -- and didn’t -- come true. Next episode, we’ll look at a wider range of (non-pandemic) 2020 stories. Then later in the show, advertising and PR professionals are suddenly being pressured to reveal how much of their income is from fossil fuel clients. Are firms in this industry the next to lose their social license? And last: what could a Youth Climate Corps accomplish? And how should it be set up? We look to a Depression-era program to rally the passions of America’s climate generation. Resources: New Yorker : When “Creatives” Turn Destructive: Image-Makers and the Climate Crisis Yale 360 : How a Climate Corps Could Put Youth to Work in Greening America “ Where the Internet Lives ” podcast from Google The Energy Gang is brought to you by Wärtsilä Energy, leading the transition toward a 100% renewable energy future. Wärtsilä launched “The Path to 100%” to accelerate the transition to renewables. Become part of the discussion. The Energy Gang is brought to you by Honeywell, a leading supplier of IOT solutions to mission-critical industries around the world. Honeywell Smart Energy helps utilities transform their grid operations through advanced solutions and targeted services from edge to cloud. Learn more . See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Thu, December 03, 2020
A New President’s Powerful Tool: Climate Risk Disclosure
Climate risk is now the topic du jour in Washington. The Biden transition team identified it as a powerful policy lever in the business world that could help the president-elect’s climate agenda without Congress. But how? Could it happen at the Securities and Exchange Commission where companies disclose legal and other threats? What about a role for the Federal Reserve? What can Biden himself do? This week, we’ll look at how federal action may happen -- and what impact it would have on emissions. Then, from the first days in office, Trump’s team went after environmental protections with the focus of trained assassins. Those efforts are only intensifying in the weeks before Trump leaves the White House. How might Biden stop these “regulatory bombs?” Last: reactions to Biden’s hires are revealing a split in the climate community. What do they reveal about theories of change in this changing political moment? E&E News : Biden to Shine Light on Corporate Climate Risk Bloomberg : All Businesses Everywhere, Get Ready to Disclose Your Climate Risk New York Times : E.P.A.’s Final Deregulatory Rush Runs Into Open Staff Resistance Propublica : Tracking the Trump Administration’s “Midnight Regulations” Twitter : Bill McKibben defense of Brian Deese Twitter : Matt Yglesias on the only way to make climate progress The Energy Gang is brought to you by Wärtsilä Energy, leading the transition toward a 100% renewable energy future. Wärtsilä launched “The Path to 100%” to accelerate the transition to renewables. Become part of the discussion. The Energy Gang is brought to you by Honeywell, a leading supplier of IoT solutions to mission-critical industries around the world. Honeywell Smart Energy helps utilities transform their grid operations through advanced solutions and targeted services from edge to cloud. Learn more . See Privacy Policy at <a href="https://art19.com/privacy" rel="noopener noreferre
Wed, December 02, 2020
Watt It Takes: EVgo's Cathy Zoi on Scaling EV Infrastructure
Cathy Zoi has seen it all. She’s studied and worked in oil, gas and clean energy since the Reagan Era. Now as CEO of charging company EVgo , she knows the future of energy is coming fast. “Rideshare drivers are now starting to drive EVs, those folks need to charge once a day away from home, and they need to do it fast. When COVID hit, delivery drivers for food deliveries needed to charge on our network. Fleet companies like Amazon. So every month that goes by, there is a new opportunity, says Zoi.” Cathy has a breadth of energy and cleantech experience working in leadership roles at non-profits, startups, venture capital, academia, and government agencies. Cathy was on the team that developed the original Energy Star rating when she worked at the Environmental Protection Agency. She was chief of staff in the White House Office on Environmental Policy in the Clinton-Gore Administration. And she is co-founder and executive chairman of Odyssey Energy, a software start-up bringing distributed clean power to developing countries. In this episode, Powerhouse CEO Emily Kirsch sits down with Cathy Zoi to discuss how that journey inevitably led her to electric transportation. Listen to all our past episodes of Watt It Takes here . This series is normally recorded in front of a live audience. But we’re now recording the interviews remotely. See future events here . The Energy Gang is brought to you by Wärtsilä Energy, leading the transition toward a 100% renewable energy future. Wärtsilä launched “The Path to 100%” to accelerate the transition to renewables. Become part of the discussion. The Energy Gang is brought to you by Honeywell, a leading supplier of IoT solutions to mission-critical industries around the world. Honeywell Smart Energy helps utilities transform their grid operations through advanced solutions and targeted services from edge to cloud. Learn more . See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, November 20, 2020
Automakers Knew About Climate Change 50 Years Ago
In the 1960s, scientists who worked for General Motors and Ford discovered that the exhaust from their cars was very likely changing the climate. They made presentations at conferences. They briefed senior executives. And then, they were publicly contradicted and their work was suppressed. We’ll talk to Maxine Joselow, the journalist who reported the story for E&E News over many months. She talked with more than two dozen former GM and Ford employees, retired auto industry executives, academics, and environmentalists about what the companies knew about climate change five decades ago. It leaves the reader wondering: what if automakers had taken the problem more seriously a half-century ago? Then, plenty of conservative states are embracing renewables. But now 100% clean energy mandates are spreading to redder states. The latest is Arizona: a place where elected officials and a giant utility previously worked to stop the march of clean energy. We’ll look at the shift. And last: can a Marshall Plan for fading coal communities rebuild America’s former industrial regions? E&E News : GM, Ford Knew About Climate Change 50 Years Ago Scientific American: A Woman Warned GM about Warming, But Men Didn’t Listen Greentech Media : Arizona Regulators Pass Rule for 100% Clean Energy by 2050 Smart Cities Dive : Mayors Unveil $60B Plan to Support Midwest Energy Transition University of Pittsburgh : Marshall Plan for Middle America Roadmap The Energy Gang is brought to you by Wärtsilä Energy, leading the transition toward a 100% renewable energy future. Wärtsilä launched “The Path to 100%” to accelerate the transition to renewables. Become part of the discussion. The Energy Gang is brought to you by Honeywell, a leading supplier of IoT solutions to mission-critical industries around the world. Honeywell Smart Energy helps utilities transform their grid operations through advanced solutions and targeted serv
Fri, November 13, 2020
Day-One Climate Priorities for Biden’s White House
Has 2020 – which seemed irredeemable – just done a 180? We’ll be back in the Paris agreement, Biden’s got a zero-emissions plan, East Asia’s making big moves, and there might even be a vaccine for Covid-19. President-Elect Joe Biden has already named his environment transition team. And he discussed climate change with four European heads of state this Tuesday. He also has a “ Build Back Better ” one-pager that looks a lot like the green recovery plans in Europe we’ve been discussing for months. We’re going to look at specific things a Biden administration can do in each identified category to get to net-zero emissions. Then, 2020 is turning into the year of net-zero. Japan and South Korea have now promised to zero out carbon emissions by 2050. That preserves the possibility of keeping warming at or below 1.5º C. This fall, China also issued its first-ever net-zero date. That means most of East Asia has now committed to eliminating all new carbon emissions by a certain date. President Moon Jae-in of South Korea actually ran and won on a platform of a Green New Deal for Korea. He’s talking about a ‘just transition’ away from dirty energy. And Japan says it will rethink its reliance on coal. These are big stories on their own. Bigger in the context of America’s re-engagement with the world as we head toward climate negotiations in 2021. The Energy Gang is brought to you by Wärtsilä Energy, leading the transition toward a 100% renewable energy future. Wärtsilä launched “The Path to 100%” to accelerate the transition to renewables. Become part of the discussion. The Energy Gang is brought to you by Honeywell, a leading supplier of IoT solutions to mission-critical industries around the world. Honeywell Smart Energy helps utilities transform their grid operations through advanced solutions and targeted services from edge to cloud. Learn more . See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Tue, November 10, 2020
How Customers Will Shape Zero-Carbon Utility Targets [Special Content From Oracle]
This sponsored episode was produced in collaboration with GTM Creative Strategies and the Opower team at Oracle Utilities. The last two years have brought a surge of plans for zero-carbon energy from some of the biggest power providers in the world. Dozens of U.S. utilities have committed to decarbonizing by 80% or more by 2050. "Two thirds of U.S. consumers are now served by utilities with carbon or emissions reduction goals," says Scott Neuman, group vice president of Opower, at Oracle Utilities. National Grid is the latest utility to up the ante. The electricity and gas supplier now wants to hit net-zero emissions by 2050 . "In terms of decarbonizing and reducing emissions across society, it can break out into three broad areas, decarbonizing generational power, decarbonizing transport and decarbonizing heat," says Badar Kahn, the presdient of National Grid US. In this episode, we’ll hear from Badar Kahn and Scott Neuman about how zero-carbon goals may reshape utility operations -- and reshape the role of the customer. "We're taking everything we've learned, everything we've built, and focusing our team on changing behaviors that will deliver the greatest emission reductions as quickly, affordably and accurately as possible," says Neuman. Opower is working every single day to help your utility build a clean energy future. Utilities around the world rely on Opower to connect with their customers. Opower helps people save energy, save money, and adopt all the clean energy products & services we need right now. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Thu, November 05, 2020
Can Biden Undo Trump's Damage?
This week: the future of the planet depends on the mail. The mail-in votes are still being counted, but it’s increasingly likely that Joe Biden will become America’s next president. As of this recording on Thursday morning, Biden’s path to the presidency looks much better than Trump’s. It could be Thursday night or Friday when we get calls for Georgia, Pennsylvania, Nevada and North Carolina. We do not have an official result. But the direction feels clearer -- and we have plenty of local results, too. Meanwhile, America is officially out of the Paris Climate Accord. What happens next? In this episode, we’re just going to cover a smattering of stories coming out of the election. Plus, we’ll answer a bunch of listener questions. The Energy Gang is brought to you by Wärtsilä Energy, leading the transition toward a 100% renewable energy future. Wärtsilä launched “The Path to 100%” to accelerate the transition to renewables. Become part of the discussion. The Energy Gang is brought to you by Honeywell, a leading supplier of IoT solutions to mission-critical industries around the world. Honeywell Smart Energy helps utilities transform their grid operations through advanced solutions and targeted services from edge to cloud. Learn more . See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, October 30, 2020
Climate's Role in the Final Days of the Campaign
We’re just a few days out from the election -- and how could we talk about anything else? Climate is finally beginning to play the kind of role that we have waited so long for. In this pre-election episode, we’ll recap where things stand: and how energy and climate are playing into late-stage messaging of Biden and Trump. Plus, what are some of the crucial down-ballot races we’re watching election night? And last: Five years have passed since the largest terrestrial natural gas disaster in U.S. history. A methane well in the Los Angeles hills broke open and shot a plume of methane into the air for four months. What’s changed since the Aliso Canyon leak? And how did it accelerate distributed resources in the state? The Energy Gang is brought to you by Sungrow , the leading global supplier of inverter solutions for renewables. During these uncertain times, Sungrow is committed to protecting its employees and continuing to reliably serve its customers around the world. Sungrow has also leveraged its extensive network across the United States to distribute face masks to communities in need. The Energy Gang is also brought to you by KORE Power. Based in the U.S., KORE Power is situated to meet the growing global demand of the energy storage market. KORE Power is building the first large-scale battery cell manufacturing facility in the U.S. owned by an American company. Once it’s operational, the 1-million-square-foot facility will have 12 gigawatt-hours of scalable manufacturing capacity. Learn more . See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, October 23, 2020
Watt It Takes: Why Steph Speirs Wants Solar For All
This week on Watt It Takes : Powerhouse CEO Emily Kirsch sits down with Solstice CEO Steph Speirs . Solistice is a community solar company trying to make PV accessible to everyone. Steph Speirs grew up one of three kids, first generation, in Hawaii. Her mom had immigrated from Korea. She knows what eviction feels like, and what it’s like to skirt homelessness. And she knows how a poor credit score can sink a human being. She got a scholarship to a private high school, became a National Merit scholar and accrued three masters degrees at Yale, Princeton and MIT. In this interview, we’ll hear how her time in the Obama administration led to a summer internship with the non-profit impact investor Acumen. She worked on solar lanterns in India. Her time in Yemen, India, and then Pakistan led to an awakening about energy injustice in the United States. Solstice has now developed demand for 100 MW of community solar and just closed its biggest funding round so far. To learn more about future speakers and attending a live event, go to Powerhouse.fund and click on the events tab. You can listen to all of the episodes of Watt It Takes here . The Energy Gang is also brought to you by KORE Power. Based in the U.S., KORE Power is situated to meet the growing global demand of the energy storage market. KORE Power is building the first large-scale battery cell manufacturing facility in the U.S. owned by an American company. Once it’s operational, the 1-million-square-foot facility will have 12 gigawatt-hours of scalable manufacturing capacity. Learn more . The Energy Gang is brought to you by Sungrow , the leading global supplier of inverter solutions for renewables. During these uncertain times, Sungrow is committed to protecting its employees and continuing to reliably serve its customers around the world. Sungrow has also leveraged its extensive network across the United States to distribute face masks to communities in need. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, October 16, 2020
Taking Stock of Job Losses in Clean Energy
In a year when clean energy and clean vehicle jobs were supposed to increase by some 175,000, we are down by half a million jobs. We will tell you why, and explain the numbers. What will reverse the decline? Then: Did New Jersey just pass the most sweeping environmental justice law in the country? The new law will mean big changes for industrial sites -- and the neighborhoods that often feel their worst impacts. And last: What about all that nice, flat water in hydropower reservoirs? Could we float solar panels on it? The Department of Energy says we could. And it would actually produce massive amounts of electricity. E2 : Clean Energy Sector Enters Final Months of 2020 Down 478,000 Jobs Bloomberg : Most U.S. Oil Job Losses in Pandemic Are Lasting Fortune : The Oil and Gas Industry Has Lost More Than 100,000 Jobs This Year NJ.com : Landmark Law to Protect N.J.'s Poorest Communities From Pollution DOE : U.S. Hydropower Potential from Existing Non-powered Dams The Energy Gang is brought to you by Sungrow , the leading global supplier of inverter solutions for renewables. During these uncertain times, Sungrow is committed to protecting its employees and continuing to reliably serve its customers around the world. Sungrow has also leveraged its extensive network across the United States to distribute face masks to communities in need. The Energy Gang is also brought to you by KORE Power. Based in the U.S., KORE Power is situated to meet the growing global demand of the energy storage market. KORE Power is building the first large-scale battery cell manufacturing facility in the U.S. owned by an American company. Once it’s operational, the 1-million-square-foot facility will have 12 gigawatt-hours of scalable manufacturing capacity. Learn more . See Privacy Policy at <a href="https://art19.com/privacy" rel="noopener noreferr
Wed, October 14, 2020
Keep Calm and Close Clean Energy Deals [Special Content]
Manish Hebbar architects billions of dollars worth of equity and debt deals in clean energy. He’s able to stay methodical and calm in the middle of deals that are very stressful, involving multiple buyers and counter-parties. “M&A transactions are those types of deals, where it's a fast-paced environment, every minute and every hour matters. It's really about who can stay the course and work through each round of progression.” That skill goes back to his time as a Lieutenant in the Navy. It’s also influenced by his experience evaluating risk at Citibank during the height of the 2008 financial crisis. Today, Manish is a managing director at CohnReznick Capital. He’s brokering some of clean energy’s biggest mergers and acquisitions -- like an 800-plus megawatt portfolio of wind projects in the U.S. and Canada in 2019. In this special episode, produced in collaboration with CohnReznick Capital, we’ll hear how Manish used his experience in the military and financial risk to find his way into the fast-paced world of clean energy. CohnReznick builds relationships, closes deals, and helps clean energy companies excel. Learn more about how people like Manish can help you work through some of the most complicated transactions in energy. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, October 09, 2020
Exxon Is Losing the Energy Transition
What does it mean when the world’s largest generator of wind and solar outpaces the most iconic oil company in market value? We’re talking about NextEra Energy and ExxonMobil. What does the flip tell us about the energy transition? Plus, reporters at Bloomberg got their hands on documents that show ExxonMobil plans to pretty significantly ramp up emissions in the coming years. Is this the planet’s most recalcitrant company? Then, the flattening of hydrocarbon growth will change global political power. But do we really know how yet? We’ll discuss a new piece from Jason Bordoff about the surprising geopolitics of energy. Lastly, a lot of manufacturing relies on very high heat. Are there ways to reach those temperatures cleanly? We’ll look at some new developments in the steel industry. Recommended reading: Bloomberg : Exxon’s Plan for Surging Carbon Emissions Revealed in Leaked Documents Barrons : Green-Oriented NextEra Nears ExxonMobil in Market cap Wall Street Journal : NextEra Energy Made Takeover Approach to Duke Energy Foreign Policy : Everything You Think About the Geopolitics of Climate Change is Wrong IRENA : A New World, The Geopolitics of the Energy Transformation Mighty Earth : ArcelorMittal’s New Carbon-Neutral Commitment Could Catalyze Steel SSAB : “First in fossil-free steel using ‘Hybrit’ technology” Greentech Media : How to Slash the Industrial Emissions that are Heating the Planet Greentech Media : The Building Industry Gets Serious About Embodied Carbon <
Sat, October 03, 2020
What's Behind China's Zero-Carbon Aim?
China, the country currently pouring the most carbon into the atmosphere, is making a promise to get to zero emissions – 40 years from now. Is it a breakthrough? Or is it a plan to keep burning coal? Is it both? We’ll hash it out. Then, the Governor of California wants to stop selling any new cars that run on gasoline – in 15 years. It’s ambitious, can it be done? Is it legal? What will that take? And last, a flurry of serious commitments from top American brands – Walmart, Google, Apple. Each of them is super challenging for a different reason. But also groundbreaking. We’ll dig in. Resources: The Guardian : China Pledges to Become Carbon Neutral Before 2060 Bloomberg : China’s Top Climate Scientists Map Out Path to 2060 Goal L.A. Times : Newsom Orders 2035 Phaseout of Gas-Powered Vehicles Axios : Walmart Aims for Zero Greenhouse Gas Emissions by 2040 GTM : Google Pledges 24/7 Carbon-Free Energy by 2030 The Energy Gang is brought to you by Sungrow , the leading global supplier of inverter solutions for renewables. During these uncertain times, Sungrow is committed to protecting its employees and continuing to reliably serve its customers around the world. Sungrow has also leveraged its extensive network across the United States to distribute face masks to communities in need. The Energy Gang is also brought to you by KORE Power. Based in the U.S., KORE Power is situated to meet the growing global demand of the energy storage market. KORE Power is building the first large-scale battery cell manufacturing facility in the U.S. owned by an American company. Once it’s operational, the 1-million-square-foot facility will have 12 gigawatt-hours of scalable manufacturing capacity. Learn more . See Privacy Policy at https://art19.com/privac
Fri, September 25, 2020
How a Changed Supreme Court Could Derail Climate Progress
Does the loss of Justice Ruth Bader Ginsburg mean the future of federal climate policy is in jeopardy? What will a changed Supreme Court mean for climate change, and for the all-important endangerment finding? The Gang weighs in. Then, the great plastic cover-up. How important are plastics to the profits of fossil fuel companies? We dive into an important investigation from NPR and Frontline into how fossil fuel companies hoodwinked the public on plastics recycling. Then last, the Federal Energy Regulatory Commission is out with an important and long-awaited policy that opens the door for all types of distributed energy – hot water heaters, batteries, rooftop solar, electric cars – to feed energy into the grid in the aggregate. Are we finally there? Recommended reading, viewing : Scientific American : Ruth Bader Ginsburg Leaves a Nuanced Legacy on Env. Issues Politico : Ginsburg Left a Long Environmental Legacy Axios : The Climate Stakes of the Supreme Court Fight Guardian : Oil industry lobbies US to help weaken Kenya’s strong stance on plastic waste Fast Company : Surprise: Your cleaning supplies are full of fossil fuel Frontline : Plastic Wars NPR : How big oil misled the public into believing plastic would be recycled Greentech Media : ‘Game-Changer’ FERC Order Opens Grid Markets to DER Houston Chronicle : FERC opens grid to power aggregators Twitter : Peter Cavan’s thread <a href="https://twitter.com/AriPeskoe/statu
Tue, September 22, 2020
Watt It Takes: Michael Liebreich
This week on Watt It Takes : Powerhouse CEO Emily Kirsch sits down with Michael Liebreich. You may know Liebreich as the brain behind New Energy Finance, which was sold to Bloomberg in 2009. But before that company, Leibreich started a ski-based travel startup and invested in a portfolio of companies that lost 90 percent of their value in the dot-com bust. After that, he was "unemployable." But he used a team of interns to begin compiling data on clean energy investment. in this episode, he tells the story of how that became a 140-employee business that Bloomberg eventually acquired. This conversation was recorded live (remotely) as part of an interview series in collaboration with Powerhouse and Greentech Media. To learn more about future speakers and attending a live event, go to Powerhouse.fund and click on the events tab. You can listen to all of the episodes of Watt It Takes here . The Energy Gang is brought to you by KORE Power. Based in the U.S., KORE Power is situated to meet the growing global demand of the energy storage market. In fact, KORE Power is building a large-scale battery cell manufacturing facility here in the U.S. Once it’s operational, the 1 million square foot facility will have 12 gigawatt-hours of scalable manufacturing capacity. Learn more . The Energy Gang is also brought to you by Sungrow , the leading global supplier of inverter solutions for renewables. During these uncertain times, Sungrow is committed to protecting its employees and continuing to reliably serve its customers around the world. Sungrow has also leveraged its extensive network across the United States to distribute face masks to communities in need. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, September 11, 2020
Renewables Beat Fossils on Europe's Grid
In the first half of 2020, renewables beat out fossil fuels on the grid in Europe for the first time. They didn’t only beat out coal -- they beat out all fossil fuels put together. We’ll look at what the milestone means. Then, 30 major companies have come together in a new joint lobbying organization to flex united power for clean energy. Will it make renewables a bigger political force? And what will they be fighting for? Then, your view of Texas is probably out-of-date. We look at the dawn of Big Solar in Texas and peek at the ERCOT interconnection queue -- it’s almost all green. Recommended reading: Danish Startup ‘Tomorrow’ : Global Real Time Carbon Intensity Map of Electricity Climate Home News : Renewables overtake fossil fuels in EU electricity generation Forbes : European Renewables Just Crushed Fossil Fuels. Here’s How It Happened Johannes vd Bosch : Twitter thread about Renewables in Germany E&ENews : AWEA, Clean Energy Companies Join Forces for Lobbying Greentech Media : AWEA Introduces New Trade Group Recharge : AWEA and power giants plan new body 'to make renewables dominant' Texas Observer : Texas Solar Hits a Turning Point Jigar Shah LinkedIn post The Energy Gang is brought to you by KORE Power. Based in the U.S., KORE Power is situated to meet the growing global demand of the energy storage market. In fact, KORE Power is building a large-scale battery cell manufacturing facility here in the U.S. Once it’s operational, the 1 million square foot facility will have 12 gigawatt-hours of scalable manufacturing capacity. <a href="https://korepower.com/gtm" rel="noopener noreferrer" tar
Fri, September 04, 2020
Watt It Takes: Van Jones
This week on Watt It Takes : Powerhouse CEO Emily Kirsch sits down with green jobs pioneer Van Jones. Jones may be best known for “The Van Jones Show” and “The Redemption Project,” which both air on CNN. He is also the author of three best-selling books, including “The Green Collar Economy.” But long before the high-profile Green New Deal, Jones was also a powerful voice for bringing clean energy jobs to black and brown communities. He helped spearhead the Green Jobs Act of 2007, the first time the country deliberately trained workers for the future clean economy. In this episode, Jones reveals a little-told backstory of his childhood and early life, his time at Yale Law School, and the painful time he briefly joined, and then left, the Obama Administration as the green jobs czar. This conversation was recorded live (remotely) as part of an interview series in collaboration with Powerhouse and Greentech Media. To learn more about future speakers and attending a live event, go to Powerhouse.fund and click on the events tab. You can listen to all of the episodes of Watt It Takes here . The Energy Gang is brought to you by Sungrow , the leading global supplier of inverter solutions for renewables. During these uncertain times, Sungrow is committed to protecting its employees and continuing to reliably serve its customers around the world. Sungrow has also leveraged its extensive network across the United States to distribute face masks to communities in need. The Energy Gang is also brought to you by KORE Power. Based in the U.S., KORE Power is situated to meet the growing global demand of the energy storage market. In fact, KORE Power is building a large-scale battery cell manufacturing facility here in the U.S. Once it’s operational, the 1 million square foot facility will have 12 gigawatt-hours of scalable manufacturing capacity. Learn more . See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Wed, August 26, 2020
Two Months Before the US Election, Climate Stays on Top
We are just over two months away from America’s presidential election. And that means we are days away from one of the most consequential political moments ever for the planet. Joe Biden put climate and cleantech jobs at the top of his priorities in last week’s nomination speech. His VP pick, Kamala Harris, says she’ll use her background as a prosecutor to hold industries accountable for climate change. And climate donors are pouring millions into their campaign. Meanwhile, Trump was in Pennsylvania telling oil and gas workers that Biden is going to end their way of life. But a new poll from Resources for the Future shows that climate is a higher priority than ever for voters. We’ll start with a political roundup. Then, a story about what’s at stake in the election. More details emerge about Trump Administration censorship of clean-energy research. What is the Seams study, and what happened to it? Finally, we’ll take a bunch of questions from listeners about wave/tidal energy, plastic pellets, small-modular nuclear, geothermal heat, and non-wires alternatives. This episode was recorded live in front of an in-home audience. Thanks to everyone for joining us! The Energy Gang is brought to you by Fluence, a global leader in battery-based energy storage technology and services. From commercializing the first grid-connected battery systems in 2008 to the multi-gigawatt fleet being deployed for customers globally today, the Fluence team is ensuring that storage is the cornerstone of the electric future. Learn more . The Energy Gang is brought to you by Nor-Cal Control. As a total controls and monitoring solution provider, Nor-Cal supports every phase of your project, from turnkey design solutions to post-OEM enhancements, troubleshooting and training. As the only system integrator in solar PV that comes from a traditional power generation background, Nor-Cal has earned a reputation as the “strongest in controls.” Learn more . See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, August 21, 2020
What Caused California’s Blackouts?
Last week, short-term blackouts rolled across an overheated California after the grid operator said there was not enough power to meet demand. This wasn’t supposed to happen again. Not after the Enron scandal. Not after 19 years of reforms. We have a very different grid now. Renewables skeptics, including President Trump, are seizing on the incident. What really happened? Where do we place blame? We explain the confluence of grid-management factors. Then, coal power generation in the United States plunged 30% in just the first half of this year. But what Asia, where 80% of coal gets burned now? What hope is there for a coal decline there? We’ll look at China, Japan and India. Finally, stunning public health research. What happens when you combine this up-to-date science with the new, low-cost renewable energy? You get a blockbuster picture, that’s what. We’ll examine new research that shows the health benefits alone pay for our energy transition. Recommended reading: New York Times : Rolling Blackouts in California Have Power Experts Stumped GTM : Western Heat Wave Tests California’s Clean Grid Transition Twitter : Ed Burgess Tesla Powerwall Thread Reuters : China's New Coal Projects Account for 90% of Global Total The Guardian : India Plans to Fell Ancient Forest to Create 40 New Coalfields New York times : Japan Races to Build New Coal-Burning Power Plants, Despite the Climate Risks Vox : Roberts: Air Pollution Is Much Worse Than We Thought Printed version of Dr. Shindell’s testimony The Energy Gang is brought to you by Fluence, a global leader in battery-based energy storage technology
Fri, August 14, 2020
The Economic Case for Electrifying Everything
“Electrify everything” isn’t just a good slogan. It’s the fastest way to decarbonize and create tens of millions of jobs -- and it can be done using off-the-shelf technology. A respected squad of researchers did the math on a swap-out of every aging boiler, truck and power plant -- and replacing it with equipment that won’t burn fossil fuels ever again. We’ll dig into a new analysis from Rewiring America . Then, BP has more details around its plan to become the first oil major to transition away from the hydrocarbon-drilling business. What do they amount to? Can the company actually do it this time? Last, PSEG promised to do right by its customers after failing them during Hurricane Sandy. So why were Long Islanders left sweltering for days after a few high winds from the remnants of Hurricane Isaias? And what does it portend in a future of stronger storms? Note: we have a “live” show on August 25th. We’re wrapping up this crazy summer with another live conversation from our homes to yours. Sign up here . Our guest co-host this week is Melissa Lott of the Columbia Center on Global Energy Policy. Recommended reading: Griffith, Calisch, Laskey, Rewiring America : Report VOX : How to Drive Fossil Fuel out of the Economy, Quickly Bloomberg Green : BP Walks Away From the Oil Supermajor Model It Helped Create GTM : BP Aims to Build 50GW of Renewables by 2030, Cut Fossil Fuel Output by 40% GTM : New Jersey PSEG Seeks to Sell Merchant Fossil, Solar Fleet Long Island Herald : Glen Cove Residents, Officials Frustrated with PSEG LI Leadership The Energy Gang is brought to you by Fluence, a global leader in battery-based energy storage
Fri, August 07, 2020
The Era of ‘Super Hybrid’ Renewables?
On this week’s episode of The Energy Gang: big energy companies are putting together bids for multi- renewable power -- and it’s merchant. Global investment in offshore wind more than quadrupled in the first half of this year. More new wind farms were approved at the height of the pandemic than during all last year. Some of offshore projects include storage, and even hydrogen. Some of them include floating solar panels. Is this what the future of projects looks like for oil & gas majors? Then, is green hydrogen here to stay? One Saudi project unveiled last month is at gigawatt scale. Another major utility is getting out of America’s largest coal plant and making investments in solar-generated hydrogen. Bloom Energy is even making electrolyzers. What does this activity tell us? And last, there’s a reason Henrik Fisker hasn’t gone away, even after the demise of the Fisker Karma. We dive into the new Fisker Ocean SUV and a spate of other electric car announcements and ask: Does parity on EV prices even matter? Join us with guest co-host Melissa Lott of the Columbia Center on Global Energy Policy. Recommended reading: GTM : Super-Hybrid: Dutch Offshore Farm to Include Floating Solar, Storage & Hydrogen GTM : Dutch Offshore Wind Tender Faces Concerns of Depressed Interest Utility Dive Opinion : Geothermal Energy Is Surging GTM : NextEra Energy to Build Its First Green Hydrogen Plant in Florida GTM : World’s Largest Green Hydrogen Project Unveiled in Saudi Arabia Inside Climate News : How Soon Will An EV Cost the Same as a Gasoline Vehicle? Reuters-NYT : Electric Car Maker Fisker to Go Public Through SPAC Deal at $2.9 Billion The Interchange is brought to you b
Wed, July 29, 2020
Watt It Takes: Opower's Dan Yates on the Origins of Behavioral Efficiency
Dan Yates and his co-founder Alex Laskey built Opower, an efficiency company that saves more energy every year than the hoover dam can generate. It was based on cutting-edge behavioral science -- but it wasn’t always clear how the science would play out. “It wasn’t okay with us to just know that there was going to be a result. It had to be a certain level, otherwise it wasn’t economic. And in the first few months, the results came in and they weren’t changing behavior. The floor fell out from under me. I said, ‘oh my god, we have no idea if this is going to work.'” Opower was founded in 2007 by Dan and Alex, two friends from Harvard. Dan knew software. Alex knew how to sell. And both of them wanted to build a company for environmental good. Opower was based on a simple premise: send paper mailers to utility customers comparing their electricity use to their neighbors. If people saw they were doing poorly, they’d make changes. It worked. Over time, Opower inked deals with the world’s biggest power companies and started processing vast amounts of smart meter data -- making it arguably the biggest energy efficiency success story in business. The company went public in 2014 and was sold to Oracle in 2016. In this episode, Powerhouse CEO Emily Kirsch talks with Dan about the science behind the idea, how Opower evolved and expanded, and why the company was eventually sold to Oracle. Listen to all our past episodes of Watt It Takes here . This series is normally recorded in front of a live audience. But we’re now recording the interviews remotely. See future events here . The Energy Gang is brought to you by Fluence, a global leader in battery-based energy storage technology and services. From commercializing the first grid-connected battery systems in 2008 to the multi-gigawatt fleet being deployed for customers globally today, the Fluence team is ensuring that storage is the cornerstone of the electric future. Learn more . The Energy Gang is brought to you by Nor-Cal Control. As a total controls and monitoring solution provider, Nor-Cal supports every phase of your project, from turnkey design solutions to post-OEM enhancements, troubleshooting and training. As the only system integrator in solar PV that comes from a traditional power generation background, Nor-Cal has earned a reputation at the “strongest in controls.” Learn more . See Privacy Policy at https://art19.com/privacy a
Fri, July 24, 2020
Biden's Trillion-Dollar Climate Ambitions
Joe Biden just released a plan to address climate change on a trillion-dollar scale. Along with focusing on rapid deployment of renewables, it also devotes resources to environmental justice, sustainable housing, clean transportation, and networking. What would it mean? And who's informing the ideas? We’ll dig in. Then Facebook's disinformation problem. We look at why Facebook is rejecting the conclusions of its fact-checkers on some articles about climate change. We’re joined by Emily Atkin, climate journalist and founder of the newsletter Heated , who dug up some of the documents showing who’s making these decisions at Facebook. Then, U.S. attorneys in Ohio and Illinois have been busy investigating racketeering and bribery by high-ranking public officials who are doing the bidding of utility companies. In Ohio, the speaker of the House is arrested and in Illinois a utility is put on probation. There’s a common thread, and we tease it out. Recommended reading: Biden Campaign : Climate Plan Biden Campaign : Environmental Justice Commitments GTM : Biden Pledges $2T in Clean Energy and Infrastructure Spending Heated : Facebook Creates Fact-Checking Exemption for Climate Deniers NYT : How Facebook Handles Climate Disinformation WaPo : GOP Ohio House speaker Arrested in Connection to $60 million Bribery Scheme Axios : Ohio House speaker charged in $60 million bribery investigation GTM : ComEd Agrees to $200M Fine on Federal Bribery Charge The Interchange is brought to you by Fluence, a global leader in battery-based energy storage technology and services. From commercializing the first grid-connected battery systems in 2008 to the multi-gigawatt fleet being deployed for customers globally today, the Fluence team is ensuring that storage is the cornerstone of the electric future. Learn more .
Fri, July 17, 2020
The Most Complete Climate Policy Plan Ever?
A group of House lawmakers recently released a 547-page report on climate change. Reporters at E&E News call it “arguably the most comprehensive climate policy plan in American politics.” The report spells out in great detail how to use Congressional policy to decarbonize the economy. It was the result of nearly a year of input from hundreds of experts, 17 hearings, and thousands of meetings. This week, we’ll discuss why this report is so significant. We’ll also look at a companion infrastructure bill from House Democrats that makes clean energy a centerpiece. Can it become a reality after the election? Then, drama for pipelines and batteries. We’ll look at a slew of legal decisions for pipelines in just two weeks, and what they mean for the future of fossil fuel infrastructure. Last, storage, unleashed. A court affirms FERC’s decision to treat energy storage just like any other power source in wholesale markets, opening the door to massive investment. Resources: E&ENews : Democrats: 'We will turn this report into law' WaPo : House Dems unveil ambitious climate package, steer toward a net-0 by 2050 Select Committee : Report Bloomberg : Dakota Access Oil Line to Be Shut by Court in Blow for Trump Bloomberg : State Court Judge Shuts Down Michigan’s Controversial Line 5 GTM : ‘Enormous Step’ for Energy Storage as Court Upholds FERC Order 841 The Interchange is brought to you by Fluence, a global leader in battery-based energy storage technology and services. From commercializing the first grid-connected battery systems in 2008 to the multi-gigawatt fleet being deployed for customers globally today, the Fluence team is ensuring that storage is the cornerstone of the electric future. Learn more . The Energy Gang is brought to you by Nor-Cal Control. As a total controls and monitoring solution provider, Nor-Cal supports every phase of your project, from turnkey design solutions to post OEM enhancements, troubleshooting and training. As the only system integrato
Fri, June 26, 2020
Nikola vs Tesla: The Future of Trucking?
A rivalry is emerging between two companies trying to clean up the trucking industry: Nikola Motor versus Tesla Motors. Tesla thinks battery-electric semi models are superior. Nikola thinks hydrogen is the best choice. Neither company actually has a semi model on the road. But Elon Musk and Trevor Milton are talking up their visions for the future of heavy-duty trucks, with the hope of getting vehicles to customers in the next couple of years. This week on The Energy Gang : Which company is best positioned to win? Which technology is superior? And who’s the bigger showman, Musk or Milton? Then: are we finally entering the era of the electric pick-up truck? Lots of new models are hitting the internet. But when will they hit the roads? And last, Lyft wants every car in its fleet to be electric -- in 10 years. Most of the cars don’t belong to Lyft, so how are they going to make that happen? Co-hosts Katherine Hamilton , Jigar Shah and Stephen Lacey discuss. Resources: Fast Company : 7 Things to Know About the Rising Tesla Competitor Bloomberg/India Times : In the battle of electric-trucks, it is Nikola vs Tesla HiConsumption : The 8 Electric Pickup Trucks Worth Waiting For Elektrek : The year of the electric truck, finally? Lyft : Path to Zero Emissions Bloomberg : Lyft Says All Rides Will Be in Electric Cars by the End of 2030 The Energy Gang is brought to you by Sungrow , the leading global supplier of inverter solutions for renewables. During these uncertain times, Sungrow is committed to protecting its employees and continuing to reliably serve its customers around the world. Sungrow has also leveraged its extensive network across the United States to distribute face masks to communities in need. The Energy Gang is also brought to you by
Thu, June 25, 2020
An Anxious Accountant's Journey to the Top [Special Content]
This is an original, branded podcast from GTM Creative Strategies, produced in collaboration with CohnReznick. In 2004, Ted Gunther started a new job at a big accounting firm. He led the team overseeing transactions in newly-deregulated electricity markets. On his first day, he met the "Green Book," a thick, complicated book that sets standards for derivatives, hedging strategies and contracts structures. “I still remember it vividly. [...] I remember the partner at the time putting that book on my desk and asking me to go ahead and read this and I just looked at it and I thought to myself, ‘Wow, that's going to be a lot to read.’ Ted used The Green Book to become an expert in complicated energy markets. As his career blossomed, he started grappling with another complicated problem: anxiety. It started to grip Ted during meetings. “The heart's really beating fast. You know you have something to say but you have a hard time just getting it out and saying it.” But he wasn’t going to let anxiety hold him back. Ted got help, moved past it, and became a partner at CohnReznick. Today, he leads CohnReznick's renewable energy industry practice, and helps utilities and other energy companies execute all kinds of transactions, from long-term contracts to hedging strategies to tax structures. In this special episode: how Ted is using the lessons from overcoming anxiety to help clients and colleagues grow. CohnReznick serves a wide range of industries from tech to government to entertainment. It’s a leader in cutting-edge fields like renewable energy and cannabis. To learn more about how people like Ted can help you work through some of the most complicated transactions in energy, visit CohnReznick . See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, June 19, 2020
A 90% Clean Grid Is Possible Quickly
Most decarbonization proposals play out over 30 years, aiming toward 2050. But a new roadmap from researchers at UC Berkeley and the policy firm Energy Innovation shows the grid can get 90% clean in just 15 years. No new fossil fuel plants. Lower rates for consumers. 85,000 lives saved. 500,000 additional jobs. Region by region, they lay out exactly how. Prices have fallen so quickly that our understanding of what’s possible hasn’t kept pace. And now, say researchers, we have the chance to decarbonize much earlier than many thought possible. This week, we’ll dig into the study and its implications. Then: pollsters say Americans are “fully bought in” to a clean energy future — and want bigger societal issues addressed with it. But among crucial swing voters, is anyone even thinking about climate? We’ll look at what the latest polling tells us. Lastly, BP decides its assets are worth $17 billion dollars less than they thought. It’s a massive write down. Is this a tipping point? A leading indicator? Co-hosts Katherine Hamilton , Jigar Shah and Stephen Lacey discuss. Resources: UCB Goldman School of Public Policy : The 2035 Report Energy Innovation LLC : 2035 Data Explorer Greentech Media : 90% Clean Grid by 2035 Is Not Just Feasible, But Cheaper, Study Says Environmental Research Letters : Combining Climate, Economic, and Social Policy Builds Public Support for Climate Action in the US (Bergquist, Mildenberger & Stokes) WAPO Opinion : Protesters Want Justice — Including on Social, Economic and Climate Demands Yale Program on Climate Comm : Politics and Global Warming April 2020 Climate 2020 Podcast : How Do You Message Climate In This Political Moment? Bloomberg opinion : BP Submits to Brutal Reality on
Thu, June 11, 2020
Europe Invests Big in Green Recovery, While US Keeps the Status Quo
We’re back with another live show from quarantine. Europe is crafting a €750 billion recovery package in response to the economic impact of coronavirus. It will devote more than €200 billion directly to low-carbon infrastructure projects. That could enable hundreds of billions more for renewables, efficiency, clean public transport, and hydrogen. Meanwhile, here in the U.S., our recent stimulus sent billions of dollars to debt-laden oil producers. With potentially one shot left to pass another recovery package, everyone is afraid to utter the word “climate.” Coronavirus highlights yet another political and economic divide. How badly is America squandering this historic moment? Plus, we address listener questions about offshore wind, undercovered climate solutions, career advice, and the mysterious ‘MOPR‘ that could override states’ clean energy preferences. Thanks to all our listeners who tuned in live! Mentioned on the the show: Freestyle Rapper for Pexapark: Chris Turner Rap Artist Who Rhymes on Science: Baba Brinkman Heavy Metal Elon Musk Tribute Band: Raptor Command Recommended reading: DeutcheWelle : Germany pushes electric cars in $145B stimulus. Bloomberg : The world’s greenest stimulus plan from Germany BBC : Could the “Green stimulus” go global? Climate Change News: Spain unveils climate law to cut emissions to net zero by 2050 Bloomberg: Europe’s Recovery Plan Has Green Strings Attached The Energy Gang is brought to you by Su
Fri, June 05, 2020
Breathing While Black in America
This week: as anger over police brutality explodes into the once-empty streets, we tackle an equally oppressive force for black Americans: environmental racism. Coronavirus has exposed an unsettling reality for black and brown people, who are dying at higher rates in the country’s most polluted communities. We’re suddenly talking again about structural racism in policing and criminal justice. But the story of race, energy and the environment is also very important to understanding the anger of the moment. We’re going to speak with a seasoned lawyer and organizer, who is working on the “mass melanization” of the environmental movement: Tamara Toles O’Laughlin , the North America Director for 350.org Later in the show: if people lose their jobs and can’t pay their bills, what does that mean for their safety in a summer heat wave? And what does it mean for the financial health of utilities? Finally, a new approach to residential demand response. Why are Consumers Energy, Uplight and Google giving away 100,000 free smart thermostats? Don't forget to sign up for our FREE live show on June 9! Join us and submit your questions . VOX : One reason why coronavirus is hitting black Americans the hardest NY Times : In the Shadows of America’s Smokestacks, Virus is one More Deadly Risk AP : 'Death By Racism': Part of America's DNA From the Start? LA Times Boiling Point : Pandemic. Heat. And for the most vulnerable, no A/C Gizmodo : Coronavirus, Summer Heat, and Poverty Could Create a 'Triple Whammy' GTM : Can Free Smart Thermostats Get Homeowners to Enroll in Summertime Demand Response? GTM : Residential Demand Response to Play Key Role Managing US Load This Summer The Energy Gang is brought to you
Fri, May 29, 2020
Watt It Takes: Building Distributed, 'Restorative' Hydropower
Gia Schneider and her brother Abe started Natel Energy based on a hydropower turbine their father designed. And after more than a decade of R&D, pilots, software development and a project for Apple, Natel is preparing for the next level of scale. “Our objectives have actually not wavered. But they haven’t wavered because of rigid adherence to dogma, they have not wavered because we check in consistently about ‘is this the right problem to solve?’” says Schneider. Natel is commercializing a turbine for low-head hydro applications at old dams, irrigation canals and run-of-river projects. It’s designed to protect wildlife and drastically cut the ecological impact of hydropower. The original design came from Gia’s father, who started working on low-flow turbines back in the 1970s -- but it’s come a long way since then . Gia also has a long history in energy. She worked at Constellation Energy and in Accenture’s utility practice. She started the energy and carbon trading desks at Credit Suisse. And in 2009, she launched Natel with her brother Abe. In March, Natel closed an $11 million round led by Schneider Electric and Breakthrough Energy Ventures, just before the economy shut down. In this episode, Powerhouse CEO Emily Kirsch talks with Gia about starting a company with her family, how to balance short-term tech development with long-term deployment goals, and how coronavirus could impact the next phase of growth. This series is normally recorded in front of a live audience. But we’re now recording the interviews remotely. See future events here We’re hosting a live episode of The Energy Gang on June 9. Sign up for free here . The Energy Gang is brought to you by Sungrow , the leading global supplier of inverter solutions for renewables. During these uncertain times, Sungrow is committed to protecting its employees and continuing to reliably serve its customers around the world. Sungrow has also leveraged its extensive network across the United States to distribute face masks to communities in need. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, May 22, 2020
The Battery Boom Continues
This week, we cover some hopeful signs amidst the economic destruction. First, we’ll look at the record-breaking activity in battery storage. A coal plant in North Dakota will be replaced in part with a one-acre battery array from Form Energy that uses a new technology capable of discharging for 150 hours – that’s more than 30 times longer than lithium batteries. Hawaii’s electric utility just awarded contracts for 16 projects that add up to more than 3 gigawatt-hours of storage, in order to replace an oil-fired and a coal-fired power plant. And in California, Southern California Edison signed contracts for 770 megawatts of batteries, many paired with solar projects, to replace gas plants. That’s 200 megawatts more than the entire battery capacity installed in 2019. Plus, in China, more hybrid wind/solar and battery plants are starting to emerge. This led Dan Finn-Foley, Wood Mackenzie’s head of energy storage, to declare: “The utility energy storage market is blowing through milestones faster than we can report them.” Then, renewables are surging and coal is declining. A new IEA report says that renewable generation will increase in 2020 -- pushing higher-cost fossil resources out of the market. "In all regions that implemented lockdown measures," the IEA report said, "the electricity supply underwent a notable shift towards low-carbon energy sources." We’ll look at why. Finally: presumptive presidential nominee Joe Biden just unveiled a new climate task force. From the Sunrise Movement to a former EPA chief, we’ll talk about who’s on it, and look at their roles. What will this task force accomplish in terms of agenda-setting and setting the political tone? Recommended reading: GTM: ‘Blowing Through Milestones’: Hawaiian Electric Picks Winners in Solar-Storage Bonanza GTM : Long Duration Breakthrough? Form Energy’s First Project Tries Pushing Storage to 150 Hours Bloomberg: China’s Great Energy Shift Sets Mega Hybrid Plants in Motion Inside Climate News : With Planned Closing of North Dakota Coal Plant, Energy Transition Comes Home to Rural America E&ENews : How Lockdowns Boost Renewables and Harm Coal <a href="https://www.greentechmedia.com/articles/read/co
Fri, May 15, 2020
Layoffs Surge in Clean Energy
This week, we look at sky-high layoffs in clean energy. How do we get people back to work? The first major analysis of unemployment in the clean energy sector has been released for April. According to E2 and BW Research, nearly 600,000 jobs were lost in energy efficiency, manufacturing, electric vehicles and clean power and fuels. We’ve seen a 17 percent drop in the green workforce since the start of the year. Those losses amount to double the employment growth in clean energy for the last three years. It’s likely to get worse before it gets better. How much should we worry? And what sectors will come back the fastest? Then, what do 200 of the world’s top economic advisers think about the most effective low-carbon solutions for economic recovery? And finally, we’ll revisit wildfires. Why can’t California utilities, especially northern giant PG&E, get it right when it comes to fire prevention? Recommended reading: E2 : Clean energy Unemployment Claims April 2020 NASEO & EFI : 2020 Energy & Employment Report The New Republic : There are Green Jobs Hiding in the Oilfields Oxford Report with Stern and Stiglitz : Will COVID-19 fiscal recovery packages accelerate or retard progress on climate change? Axios : Clean energy and climate change unlikely to lead American recovery PG&E: Q1 Earnings Report CPUC : Draft Report CA Current : Wildfire Plans Riddled with Deficiencies Judge Alsup: Order Modifying Conditions of PG&E Probation GTM: Why California Residents Could See Even More Blackouts This Year <a href="https://www.latimes.com/california/story/2020-05-10/coronavirus-coming-wildfire-season" target="_blank
Fri, May 08, 2020
Trump’s Deregulation Push + Michael Moore’s Bad-Faith Movie
This week: while the country is distracted by infection rates, deaths and protests, what else have we been missing? We peek out from behind the quarantine curtain to see what the Trump administration has been up to on the energy front. The Trump administration has declared a national emergency over cyber threats to the power grid. Equipment vendors “where a foreign adversary has an interest” will be banned. Most transformers are built in China. Will this create uncertainty or slow grid work? The executive branch has been busy with environmental rollbacks. The Trump administration wants to loosen as much environmental regulation as possible in the six months before the election. We look at the list. Then, we answer your questions. We sourced nearly 200 questions from our recent live show. And we’re going to tackle some of them. They include: Michael Moore’s bad-faith trashing of clean energy and the environmental movement; one group’s attempt to kill solar net metering nationwide; and how the current economic mess is impacting cities and corporates. The Energy Gang is brought to you by Sungrow , the leading global supplier of inverter solutions for renewables. During these uncertain times, Sungrow is committed to protecting its employees and continuing to reliably serve its customers around the world. Sungrow has also leveraged its extensive network across the United States to distribute face masks to communities in need. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Thu, April 30, 2020
Watt It Takes: From Self-Replicating Machines to Decarbonization
This week on Watt It Takes : Powerhouse CEO Emily Kirsch sits down with Saul Griffith, the founder and chief scientist at Other Lab. Saul Griffith has a PhD in materials science and information theory. He’s co-founded over a dozen companies. And now he’s determined to prove that we already have what it takes to decarbonize the economy. “The reality is I think it's still possible to completely decarbonize by 2030 and save everyone money. And we just got to start thinking about it correctly,” says Saul. Other Lab is an R&D incubator and accelerator that helps pair startups in robotics and renewable energy with government labs and corporate investors. It has partnered with NASA, the Navy, the Department of Energy, Google, Facebook, GE and Ford to help build and fund projects in energy, automation, and robotics “in service of 100% decarbonization.” Saul co-founded Makani Wind, the high-altitude wind company acquired by Google, and the tracker company Sunfolding. He brings the grit of an entrepreneur, the rigor of a scientist, the dirty mouth of a sailor to his passionate work on climate change. A word of warning: there is some swearing in this interview. It might not be appropriate for some young ears. In this episode, Emily talks with Saul about the many companies he’s helped build, and how he’s taken on a new mission to convince people that we have most of what we need — right now — to decarbonize large swaths of the economy. This conversation was recorded at the Powerhouse headquarters in Oakland, California, before the pandemic. Our next episode will be recorded remotely for an online audience. You find more details here . Subscribe to GTM’s newsletter to learn more about the companies we profile on this series. This podcast is brought to you by CPower. CPower is offering a market-by-market analysis of the issues, trends, and regulations that organizations should understand in 2020 to make better decisions about energy. Get your copy today of the “2020 State of Demand-Side Energy Management in North America” here. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, April 24, 2020
Live From Our Homes to Yours, Literally
This week, we bring you a joint episode of The Energy Gang and The Interchange , recorded in front of a live audience from our quarantine quarters around the country. When we started making our podcasts seven years ago, it was clear that the energy transition would be a difficult one. Both shows were designed as a forum to grapple with tough issues in an accessible, candid way. The clean energy industry has faced its share of crises over the years — but nothing quite like the current pandemic and economic freeze. Supply chains are in limbo, funding opportunities for startups have vanished, and once-growing companies are at a standstill. Meanwhile, political leaders are trying to get money to struggling people and businesses, setting the stage for trillions more dollars in spending on infrastructure. How will it all pan out? We’re trying to figure it out, just like you. In this episode, we take listener questions about how to use the current crisis as an opportunity. We use some thought exercises as a way to break up the gloom, and do a mental health check-in with each other. Listeners submitted over 120 questions. We’ll be considering them on future shows. If you have any other show topic ideas, tag The Energy Gang and The Interchange on Twitter. (And please give us a rating and review on Apple podcasts!) This show is brought to you by CPower. Get your copy today of the 2020 State of Demand-Side Energy Management in North America at thecpowerway.com/future. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Sat, April 18, 2020
Reckoning With Utilities’ Dirty Past
We’re doing a free live show from our homes! Sign up here to join us on Wednesday April 22nd. You can watch a behind-the-scenes recording with The Energy Gang and The Interchange . This week: The many ways that dirty energy has controlled the politics of clean energy. Dr. Leah Stokes, an expert on interest groups and their influence over policy, joins the gang. Her new book, Short Circuiting Policy , is the focus of our episode. Who are the truly bad actor utilities? How have they held back climate policy, and where would we be without their resistance? Suddenly, utilities are embracing much more ambitious carbon-free energy targets. How optimistic should we be about their intentions? We’ll talk about the history of clean energy politics detailed in Leah’s book, which she researched over a seven-year period. Then: the election. With Bernie Sanders out, what will his climate voters do? How long will they hold out, what influence do they have, and how will they wield it? Recommended reading: Leah Stokes : Short Circuiting Policy Washington Post : Elizabeth Warren says ‘government has been bought and paid for’ by big business. Political scientists say she’s got a point. Guardian : Trump Administration Declines to Strengthen U.S. Clean Air Standards L.A. Times : Exposure to Air Pollution Linked to Higher Coronavirus Death Rates The Atlantic : Trump’s New Auto Rollback is an Economic Disaster The Atlantic : “We Knew They Had Cooked the Books” NYT : Coronavirus Does Not Slow Trump’s Regulatory Rollbacks NYT : Trump’s Environmental Rollbacks Find Opposition Within: Staff Scientis
Fri, April 10, 2020
Will Pollution Pauses Have a Lasting Impact?
The world is experiencing a sudden, dramatic drop in all kinds of air pollution. The skies are dramatically different. People can hear birds they didn’t even know were there, and see landscapes that have been shrouded for decades. It’s saved thousands of lives in averted asthma and heart attacks. When this is all over, will people clamor for cleaner air? We discuss the potential long-term impacts on this week’s episode. Then: the 2020 climate summit is postponed. Could that be a good thing? What are the political benefits and diplomatic drawbacks? Finally, we’ll assess curtailments of solar and wind energy as electricity consumption drops around the world. Recommended reading: Clean Air Memes from India : You Can See Los Angeles from Mumbai Now Reuters: Biggest fall in carbon emissions since World War Two WSJ : Coronavirus Lockdowns Clear the Air But the Effect Could be Fleeting Twitter : Katharine Hayhoe’s Most Recent Cool Explainer Bulletin of the Atomic Scientists : Will the coronavirus have a lasting impact on carbon emissions? Forbes: Why Offering “Home-Office” Balance Leads to the Most Productive Employees Bloomberg: What It Means to Have a Year Without Climate Diplomacy E&ENews : Pandemic Delays Global Climate Summit Climate Action Tracker : How the Pledges of Each Nation Stack Up GTM : California Curtailment Surge as Coronavirus Cuts Demand ITWeb : Eskom’s COVID-19 power curtailment bid stuns wind sector <a href="https://www.greentec
Fri, April 03, 2020
Does the Economic Crisis Shift the Clean Energy Calculus?
This week: The coronavirus shockwave brings staggering losses of lives, jobs, and money. So many applied for unemployment last week – 5 times more than ever before – that it was hard for graphic artists to draw a Y-axis that would fit them in historical comparisons. We’re now at 10 million unemployment claims. With so much turmoil and uncertainty, we are going to dig back into some of the big themes of the week. First, we’ll have a recap of stimulus activity. The day after the unprecedented unemployment numbers, the federal government approved a boost to the economy twice as large as any before in the history of the United States. What’s in it? What’s coming next? Then, essential workers in energy: how grid operators are making sure that all-important juice keeps flowing to your home or essential workplace. And finally, how the oil price shock may – or may not – impact renewables investment from fossil fuel majors. Mentioned on the show: Gail Tverberg : Our Infinite World DSIRE : The database of renewables Energy Storage News : Editor’s Blog Recommended reading: VOX : How the Covid-19 Recession Could Become a Depression WSJ: After 3 Coronavirus Packages, Congress is Already Prepping a Fourth The Hill: McCarthy Says Fourth Stimulus Might Not Be Necessary Bloomberg: Winners and Losers in Congress’s $2 Trillion Rescue Plan American Petroleum Institute: Open Letter to Congress and White House Inside Climate News : Trump’s Move to Suspend Env. Enforcement is a Lifeline to Oil E&ENews: Inside New York’s Grid Lockdown DailyEnergyInsider : PJM Adapts to New Normal During Covid-19 Crisis <a href="https://www.bloomberg.com/news/articles/2020-03-23/u-s-to-let-nuclear-pla
Fri, March 27, 2020
Election Special: Coronavirus and Climate Collide
This is a special crossover episode between The Energy Gang and Climate 2020 . Coronavirus brought the 2020 election to a screeching halt. Climate was once a top issue in the Democratic primary, but it’s been overtaken by a virus and a looming economic apocalypse. Primaries are delayed. Traditional campaigning has stopped. Biden is hiding out, preparing for the general election. Bernie Sanders is hanging on. And the way we think about all kinds of issues has totally flipped. So how will climate, cleantech and the environment fit into this new political world? The climate community is struggling with how to message. What are the appropriate ways to keep the focus on climate change, while we face public health and economic crises? What about the intersection of extreme weather and coronavirus? Many state officials fear the next season’s floods, hurricanes and fires – events that can require evacuation while people are supposed to stay homebound. How will climate change compound the problem? The Gang includes Stephen Lacey, Katherine Hamilton and Jigar Shah. Jeff Nesbit , the executive director of Climate Nexus and co-host of the podcast Climate 2020, joins the gang for this special joint episode on politics. Jeff is also an author, former journalist, a senior public affairs official at the FDA, and Dan Quayle’s director of comms. Mentioned on the show: Twitter: Rachel Bitecofer’s Feed Twitter: Leak Stokes’ Feed Priorities USA: Political Ad Recommended: Scientific American: U.N. Shifts from Climate Change to Coronavirus The New Yorker: The Coronavirus and the Climate Movement by Bill McKibben Inside Climate News: In the Face of a Pandemic, Climate Activists Reevaluate Their Tactics This podcast is brought to you by CPower. CPower is helping organizations chart a path to the energy future. Visit thecpowerway.com/
Wed, March 25, 2020
The Vast Potential of Networked EV Chargers [Content From Enel X]
This is an original, branded podcast produced in partnership with Enel X and GTM Creative Strategies. Electric vehicle chargers now outnumber gas stations in some countries. They’re getting easier to find. They’re easier to install in homes. And they’re getting way smarter. So how can we harness all these chargers for the benefit of the grid and consumers? In this special podcast episode, produced in partnership with Enel X, we’re exploring the vast potential of electric vehicle chargers. We’ll talk with Giovanni Bertolino, the head of e-mobility for North America at Enel-X about a concept called managed charging. It’s also known as intelligent charging. Giovanni’s team deploys networks of chargers that can adapt to pricing and grid needs — providing demand response services, and potentially, real-time services to manage the frequency of the grid. We speak with Giovanni about the rise of managed charging. We started with the underlying market conditions: the grid is getting saturated with wind and solar. So how can chargers paired with demand response help support more renewables? Large energy users partner with Enel X to manage risk on the energy markets, maximize payments through demand response, and finance upgrades to facilities to improve demand response earnings. They also increasingly work with Enel X to use chargers to manage the grid. Find out more about how Enel X can help you capitalize on your biggest energy opportunities. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Thu, March 19, 2020
The Coronavirus Fallout
This week: how coronavirus could accelerate or decelerate the energy transition. We’re facing an oil shock amid a pandemic, supply chains are still in disarray, economic gears are grinding to a near halt, and countries are scrambling to put stimulus packages in place. How will this shape the energy system? We’re going to break the conversation into three parts: the impact on fossil fuels and renewables; long-term prospects for decarbonization; and a blueprint for a low-carbon stimulus. Where will the money go when this is all over? Could clean energy have the advantage over fossil energy from investors and governments? Recommended reading: GTM : Could the Oil Price Collapse Drive More $$ Into Renewables GTM : For Wind and Solar Sectors, Biggest Coronavirus Risk May Be a Damaged Economy Business Insider: Coronavirus Stunts Clean Energy Growth WSJ : Oil Markets Point to Lasting Glut of Crude WSJ : Oil Drop Takes Down Hedge Fund OilPrice.com: Oil Price Crash Continues Despite $1.5 Trillion Fed Intervention OilPrice.com: Morgan Stanley Expects Net Zero Demand Growth in China E&ENews : The Oil Crash and Climate: What to Know E&ENews : Green Energy's $10T Revolution Faces Oil Crash Test E&ENews: Senate GOP Eyes Energy Aid in Response to Market Fallout This podcast is brought to you by CPower. CPower is helping organizations chart a path to energy’s future. Visit <
Thu, March 12, 2020
Watt It Takes: Turning Real Estate Into Clean-Power Assets
This week on Watt It Takes : Powerhouse CEO Emily Kirsch sits down with Robyn Beavers, the co-founder and CEO of Blueprint Power . Blueprint works with real estate companies to turn their buildings into clean energy power plants. Blueprint developed software that helps building owners optimize their use of co-generation, fuel cells, solar or batteries. Robin has a long history in the worlds of tech, real estate and energy. She was an early employee at Google, and went on to found the company’s environmental strategy group. She later built the innovation team at NRG Energy. She later went into the world of real estate, where she oversaw venture investments at Lennar. Today, she’s bringing all that experience together in the hopes of making buildings more dynamic actors on the grid. This conversation was recorded at the Powerhouse headquarters in Oakland, California. To learn more about future speakers and attending a live event, go to Powerhouse.fund and click on the events tab. You can listen to all of the episodes of Watt It Takes here . This podcast is brought to you by CPower. CPower is helping organizations chart a path to energy’s future. Visit thecpowerway.com/future to learn how CPower can guide your decisions on distributed generation, demand response and energy spend. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Thu, March 05, 2020
We Spend Jeff Bezos’ Climate Money
What to do with all this climate money moving around? The richest man in the world, Jeff Bezos, says he is going to channel $10 billion of his own dollars into climate solutions. Is this the biggest climate philanthropy ever? And where should he be devoting those dollars? We’ll help him spend it. Then, the mushy middle. Our own Jigar Shah’s Generate Capital has raised another billion dollars to fund climate tech that is less attractive to some investors – fuel cells, microgrids and unconventional solar projects. We’ll talk about the underserved opportunities in finance. And a new pot of money from ARPA-E to scale up existing technologies. It’s paltry compared to the money people like Gates and Bezos are throwing into the space. What role is the government playing to scale climate tech? Recommended reading: EENews : He Wants to Own It. Will $10B Buy the Climate Movement? The Atlantic: $10 Billion? In This climate? GTM : Generate Capital’s $1B Raise Draws Global Infrastructure Funds to Cleantech Green Car Congress: ARPA-E Offers Up to $50 Million for Scaleups That Have a Path This podcast is brought to you by CPower. CPower is helping organizations chart a path to energy's future. Visit thecpowerway.com/future to learn how CPower can guide your decisions on distributed generation, demand response and your energy spend. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, February 21, 2020
Is BP's Shift for Real?
Just weeks after taking over as CEO of BP, Bernard Looney unveiled a series of climate targets. This isn’t the first time BP has tried to make a push into clean energy and decarbonization -- is this time different? In this week’s episode, we’ll look at the pressures that BP is facing. What does it take for a publicly-owned company to reevaluate its core product? And how do you reduce the carbon intensity of a hydrocarbon business? We’ll dig through the details. Then, natural gas is suddenly in the hot seat. For gas-only utilities, one pathway is clear. They have to push renewable methane. But what are the limitations? And how will the battle over natural gas connections play out? Finally, we’ll talk about another reversal, this time in Virginia. The state legislature is right in the middle of setting some pretty strong goals for offshore wind and storage, and they’ve got a governor who wants to sign it. What caused the politics to turn around so suddenly? Recommended reading: Vox: The False Promise of Renewable Natural Gas GTM : Virginia Lawmakers Race to Define Clean Energy Goals, Offshore Wind Plans WSJ: BP Wants to Become Carbon Neutral by 2050, But Doesn’t Say How =This podcast is brought to you by Energetic Insurance. Energetic’s EneRate Credit Cover policy is an easy button for commercial solar — similar to a FICO score in residential solar. This enables savvy developers and investors to quickly finance commercial solar projects and turn around portfolio refinancings more rapidly. Find out more . This podcast is brought to you by KORE Power. KORE Power is a leading manufacturer of high-density, high-voltage energy storage solutions for utility, industrial, microgrids and mission-critical markets. Find out more . See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, February 14, 2020
The State of Off-Grid Energy Access
This week: The cutting-edge business of bringing power to the last billion people on Earth without it. We’ll follow the money, the markets, the business models and ask whether distributed renewables are providing a real alternative to slow grid connections. Investments in off-grid power in Africa and Asia have skyrocketed in the last five years. Thirty times more money went into the sector in 2018 compared with 2013. More than $500 million dollars was invested in electrification in 2018, for the first time, an analysis by Wood Mackenzie found. The money is finally bringing lights, cell phone charging and electric stoves to millions of people who had to rely on kerosene and wood. But is the money getting funneled to the right projects? Can they scale to meet a high-energy society? And what are the bottlenecks in international finance preventing these solutions from expanding faster? Ben Attia joins us for a dive into the state of the market. Ben has spent years immersed in the world of solar home systems and off grid renewables in the Middle East and Africa. He leads emerging coverage of off-grid power markets for Wood MacKenzie. Resources: Wood MacKenzie: Strategic Investments in Energy Access (by Ben) GTM: Report: Investment in Off-Grid Energy Access Totals $1.7B Through 2018 MIT–Rockefeller Commission Report: Financial Times : Mobisol, A Cautionary Tale for Impact Investors Kahawatungu : M-Kopa Unveils Solar Refrigerators for Off-Grid Customers Forbes Tata Power Aims to Boost Electricity for Rural India Bloomberg Tata, Rockefeller Foundation Plan 10,000 India Microgrids South Africa Business Day: Digital tech in solar will be big help to emerging countries This podcast is brought to you by Energetic Insurance. Energetic’s EneRate Credit Cover policy is an easy button for commercial solar — similar to a FICO score in residential solar. This enables
Sat, February 08, 2020
Watt It Takes: Bringing Printable Batteries From Lab to Market
This week on Watt It Takes : Powerhouse CEO Emily Kirsch sits down with Dr. Christine Ho, the co-founder and CEO of Imprint Energy . Imprint Energy is the company created to commercialize Christine’s invention: a tiny, zinc-based solid-state battery that can be screen printed. It’s being integrated into sensors and other tiny devices across the internet-of-things. Christine’s father was an entrepreneur. She saw the highs and lows of that life. She followed his path -- and has faced her own similar tumult. Today, Imprint is licensing its technology to multiple manufacturers, and it’s printed hundreds of thousands of batteries. This conversation was recorded at the Powerhouse headquarters in Oakland, California. To learn more about future speakers and attending a live event, go to Powerhouse.fund and click on the events tab. Listen to all of the episodes of Watt It Takes here . Subscribe to GTM’s newsletter to learn more about the companies we profile on this series. This podcast is brought to you by Energetic Insurance. Energetic’s EneRate Credit Cover policy is an easy button for commercial solar — similar to a FICO score in residential solar. This enables savvy developers and investors to quickly finance commercial solar projects and turn around portfolio refinancings more rapidly. Find out more . This podcast is brought to you by KORE Power. KORE Power is a leading manufacturer of high-density, high-voltage energy storage solutions for utility, industrial, microgrids and mission-critical markets. Find out more . See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, January 31, 2020
Arizona Public Service’s Historic Shift
This week: The largest utility in one of the West’s reddest states will go carbon-free by 2050. The power company that has poured tens of millions of dollars into electing friendly regulators and fighting renewable energy says it’s all in for zero carbon electricity — even if the exact pathway isn’t yet clear. Wasn’t APS investing heavily in keeping the Four Corners coal plant open longer? What happened? And how will this impact the way the utility starts planning its resource mix today? Then, Congressional Republicans say they’re getting serious about climate. They’ve got a new messaging bill. We’ll talk about what’s in it — or what’s not in it — and ask why they’re tackling the issue now? Plus, plug-in hybrids versus electric cars. Honda’s CEO says he thinks plug-in hybrids will dominate for a long time. What will the electric mobility transition look like? Will we jump straight to EVs, or will hybrids be a viable interim step for some automakers? Resources: Greentech Media: Arizona Public Service Carbon Free Power 2050 AZ Central: APS CEO says Company Won’t Spend on Political Campaigns Politico: House Republicans Caught Between Trump and Young Voters on CC Axios: Elements of the GOP Plan Inside EVs: What’s Better, A Plug-in Hybrid or a Fully Electric ExtremeTech: Did Honda’s CEO Say BEVs Make No Sense? Not Exactly This podcast is brought to you by Energetic Insurance. Energetic’s EneRate Credit Cover policy is an easy button for commercial solar — similar to a FICO score in residential solar. This enables savvy developers and investors to quickly finance commercial solar projects and turn around portfolio refinancings more rapidly. Find out more . This podcast is brought to you by KORE Power. KORE Power is a leading manufacturer of high-density, high-voltage energy storage solutions for utility, industrial, microgrids and mission-critical markets.
Fri, January 24, 2020
Microsoft’s Carbon-Negative Gambit
This week: Microsoft is setting a new standard for corporate climate targets. The technology company promised to remove all of the carbon that it’s ever put in the atmosphere -- going back to when it was founded in an Albuquerque garage in 1975. That includes $1 billion in carbon removal technologies and methods. Can it pull off such an ambitious plan? And will it force other corporates to follow? Then, a landmark climate case. Twenty-one young people who sued the federal government for the right to live in a stable climate prevailed and prevailed and prevailed…until they lost. A judge agreed with their case, but said the courts weren’t the place to remedy climate change. What does it mean for future litigation? Plus, we have a new member of the gang we’re going to meet. It’s Ingrid Lobet, our senior editor. Make sure to follow her on Twitter . Resources: MIT Technology Review : Microsoft Will Invest $1B in Carbon Reduction and Removal Tech Wall Street Journal : Microsoft Raises Stakes in Corporate Climate Pledge Race Vox : 21 Kids Sued the Government Over Climate Change AP: U.S. Courts Dismisses Suit by Youth Over Climate Change This podcast is brought to you by Energetic Insurance. Energetic’s EneRate Credit Cover policy is an easy button for commercial solar — similar to a FICO score in residential solar. This enables savvy developers and investors to quickly finance commercial solar projects and turn around portfolio refinancings more rapidly. Find out more . This podcast is brought to you by KORE Power. KORE Power is a leading manufacturer of high-density, high-voltage energy storage solutions for utility, industrial, microgrids and mission-critical markets. Find out more . See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, January 17, 2020
The World’s Biggest Capitalist Says Climate Is ‘Reshaping Finance’
The world’s largest asset manager, BlackRock, is suddenly putting sustainability and climate risk at the center of its investment strategy. “Investors are increasingly...recognizing that climate risk is investment risk. These questions are driving a profound reassessment of risk and asset values. And because capital markets pull future risk forward, we will see changes in capital allocation more quickly than we see changes to the climate itself,” wrote BlackRock CEO Larry Fink in his yearly investment letter. BlackRock manages over $7 trillion in assets. This new strategy could have a wide impact on the world of finance -- and put climate risk at the top of investor considerations. Plus, activists are targeting banks like Chase and Citibank by hitting them on the consumer finance side. We check in on the divestment movement as it gains momentum. Then, a look at some lesser-known, but formidable greenhouse gases: refrigerants. How much a problem are they? Finally, California looks beyond lithium-ion batteries. The state is looking to fund the next ideas in energy storage. What are those technologies and how will they be deployed? Resources: New York Times : BlackRock C.E.O. Larry Fink: Climate Crisis Will Reshape Finance Listen to the Climate 2020 podcast interview with Bill McKibben Bill McKibben in NYT : Want to Do Something About Climate? Follow the Money E&E News : Senators Float HFC Phase-Down Bill GreenBiz : Why Supermarkets are Key to a Cooler Climate Utility Dive : California Is Looking for Better Storage This podcast is brought to you by Energetic Insurance. Energetic’s EneRate Credit Cover policy is an easy button for commercial solar – similar to a FICO score in residential solar. This enables savvy developers and investors to quickly finance commercial solar projects and turn around portfolio refinancings faster. Find out more . This podcast is brought to you by KORE Power. KORE Power is a leading manufacturer of high-density, high-voltage energy storage solutions for utility, industrial, microgrids and mission-critical markets. Find out
Sat, January 11, 2020
Will Australia's Hellish Fires Influence Climate Politics?
This week, a look at the bushfires in Australia — their impact to the country, to the grid, and to politics of climate. Then, a big change could be coming to a foundational federal policy in America. Are the proposed changes to PURPA a thoughtful response to market conditions and cheap renewables, or a political play? Finally, we learn to code. Joe Biden is the latest democrat to push the idea that laid-off miners should learn to code. Why did it spark so much derision? Recommended reading: The Atlantic : Australia Will Lose to Climate Change GTM : FERC Proposal Brings New Threat to Already-Suffering PURPA Solar Markets Gizmodo : Biden Tells Miners to Learn to Code This podcast is brought to you by KORE Power. KORE Power is a leading manufacturer of high density, high voltage energy storage solutions for utility, industrial, microgrids, and mission-critical markets. Find out more . See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Thu, December 26, 2019
Presenting: The Deep Decarbonization Draft
We have some bonus listening as we close out the year! We present one of our most popular episodes of The Interchange : The Deep Decarbonization Draft . It's like fantasy sports for energy nerds. The premise is simple: Shayle and Stephen choose their teams of decarbonization technologies and methods, and then pit them against each other to determine who’s best at saving the planet. Go subscribe to The Interchange anywhere you get your podcasts. It's the perfect compliment to The Energy Gang . Happy New Year! See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Mon, December 23, 2019
Reflections on the Last 10 Years, Projections for the Next 10
We’re closing out the decade this week with a retrospective. We have been doing this show since 2013. So we are going to share some of our top story lines in energy and cleantech of the last 10 years — many of which played out while we were doing this show. We’ll start with some personal retrospectives. What was consuming us back in 2009? How did that story shake out? Then we’ll choose the most important stories that defined the teens. Katherine will choose the top policy trend, Jigar will choose the top business trend, and Stephen will choose the top tech trend. Finally, we’ll look ahead to 2030 and beyond. What needs to happen in policy, business, technology to “win” the decade?= If you’re looking for more listening over the holidays, check out our year-end episode of The Interchange . Support for the Interchange comes from Schneider Electric , the leader of the digital transformation in energy management and automation. Support for this podcast comes from PG&E. PG&E is helping to electrify corporate fleet vehicles. Get in touch with PG&E’s EV specialists to find out how you can take your transportation fleet electric . See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, December 13, 2019
Watt It Takes: The Founder-Engineer Turning CO2 Into Usable Stuff
This week on Watt It Takes: Emily Kirsch sits down with Dr. Etosha Cave , the co-founder and chief science officer of Opus 12. Opus 12 is a team of engineers, electrochemists and materials scientists working on a technology that converts carbon dioxide into useable products. They are developing a metal catalyst that can turn CO2 into synthetic gas for fuels and ethylene for plastics. If the tech works at commercial scale, it would be a vital solution for slashing CO2 from industrial sources. The company has brought in about $20 million in funding. In this interview, Etosha talks about the inspiration for the technology, which came from her love of space and desire to go to Mars. She talks about being a founder who’s also a black woman, and how that’s influenced her relationships with other people in energy. And she talks about where Opus 12’s tech development stands. To learn more about future speakers and attending a live event, go to Powerhouse.fund and click on the events tab. Listen to all of the episodes of Watt It Takes here . Support for this podcast is brought to you by Sungrow . With the world’s most powerful 250-kilowatt, 1,500-volt string inverter, Sungrow is providing disruptive technology for utility-scale projects. Subscribe to GTM podcasts via Apple Podcasts , Spotify , Google Podcasts , Stitcher or wherever you find your audio content. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Tue, December 10, 2019
This Clean-Energy Tax Pro Knows Your Deepest Secrets [Special Content]
This is a branded podcast made in collaboration between CohnReznick Capital and GTM Creative Strategies. Sheslie Royster is the person that big companies turn to when making an acquisition, investing in real estate, or finding a creative way to use tax credits. She’s a tax expert, focused mostly in wind and solar. Those deals include a lot of numbers and math, of course. But Sheslie says the math isn’t as important as it seems. It’s the interpretation of the math that matters. “I'd say a minimal amount is math. I'd say in the deals that we have where we're discussing tax issues, the numbers play a part but it's a smaller part. It's more the theory behind what's going on behind the numbers. What does this mean? What was the intent of the law? What is the intent of the deal?” Sheslie is a tax partner at CohnReznick. She works on some very complicated projects that require a deep level of trust and intimacy. “It's a personal relationship. People are telling you things about themselves that sometimes their spouses don't even know. Intimate details that people just don't tell when you meet them at a cocktail party,” she says. So how does Sheslie get people to tell her things their spouses don’t know? In this episode, we’ll uncover the the secrets of one of the best tax experts in the business. This episode was produced by GTM Creative Strategies in collaboration with CohnReznick. CohnReznick serves a wide range of industries, from tech to government to entertainment. It’s a leader in cutting-edge fields like renewable energy and cannabis. To learn more about how people like Sheslie can help you get the most out of your deals, visit CohnReznick . See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Sat, December 07, 2019
Tesla's Cybertruck: Win or Fail?
Truck buyers are historically some of the most brand-loyal auto consumers But recent surveys suggest that loyalty is loosening. Into the picture steps Elon Musk, who dropped the Tesla Cybertruck last month. This space-age truck concept is truly putting the shift in consumer preferences to the test. It’s also tearing a lot of opinionated people apart. In this episode: what is the Cybertruck and where might it fit into the emerging electric truck market? And can it sway truck buyers who don't care about Tesla? Then, there’s a major tax bill in Congress right now that would be a boon to renewables — what are its chances? Finally, what would we do with a million dollars? We answer a listener question about how to invest with impact. Support for this podcast is brought to you by Sungrow . With the world’s most powerful 250-kilowatt, 1,500-volt string inverter, Sungrow is providing disruptive technology for utility-scale projects. Subscribe to GTM podcasts via Apple Podcasts , Spotify , Google Podcasts , Stitcher or wherever you find your audio content. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, November 22, 2019
New Candidates, 'Climategate' Redux, & Top Turkeys of 2019
This week: our pre-thanksgiving intellectual feast. It’s a four-course meal as usual. For the hors d’oeuvres, we’re serving up something new: a roundup of the new entrants into the presidential race, and how they stack up on environmental issues. For the side dishes, we’ll reheat some leftovers. We’ll look at the climategate debacle 10 years later. And for the main course. What people or companies will we choose as the top turkeys of the year? We’ll end with a little aperitif — our free electrons. Read along with us: POLITICO : The Left Smells a Rat in Bloomberg, Patrick Bids Greenwire : As Mass. Governor, Deval Patrick Promoted RGGI, Clean Power BBC Documentary : Climategate 10 Years Later Columbia Journalism Review : Michael Mann on Coverage Since ‘Climategate’ Our top Turkeys: Andrew Wheeler's plan to dismantle EPA ; Saudi Aramco's lagging IPO ; and Elon Musk's lies about solar. Support for this podcast is brought to you by Sungrow . With the world’s most powerful 250-kilowatt, 1,500-volt string inverter, Sungrow is providing disruptive technology for utility-scale projects. Subscribe to GTM podcasts via Apple Podcasts , Spotify , Google Podcasts , Stitcher or wherever you find your audio content. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, November 15, 2019
Is Big Tech Fueling the Climate Disinformation War?
As we reckon with the dark side of Silicon Valley’s tech giants, there’s more scrutiny into how these companies are assisting climate denial and obfuscation. We’ll look at a few different stories: Climate and clean energy are getting disadvantaged by Facebook and Twitter’s different policies on political ads: how do we define issue ads and political speech? Google, Facebook and others are getting called out for their support of groups that spread extreme climate denial: How much criticism do they deserve? And Amazon, Microsoft and Google are building the digital backbone of industries that are wrecking the planet. How should we think about their role and culpability? In the second half of the show, we’ll discuss America’s withdraws from the Paris climate treaty. With U.S. global leadership in shambles, who’s going to fill the gap? And how could elections change things? Finally, how California’s wildfire crisis is stoking the state’s distributed generation market. We’ll look at the business impacts. Recommended resources: Heated : Exxon Climate Ads Aren’t Political, According to Twitter Vox : Watch AOC Ask Mark Zuckerberg if She Can Run Fake Green New Deal Ads Guardian : Google Made Large Contributions to Climate Deniers Guardian : Facebook Video Spreads Climate Denial to 5 Million Users GTM : Power Shutoff Disruption ‘Resets’ California’s Residential Market Jigar Shah/Timothy Hade Op-Ed : It’s Time to Evolve California’s Electrical Grid Support for this podcast is brought to you by Sungrow . With the world’s most powerful 250-kilowatt, 1,500-volt string inverter, Sungrow is providing disruptive technology for utility-scale projects. Subscribe to GTM podcasts via Apple Podcasts , Spotify , <a href="https://www.google.com/podcasts?feed=aHR0cHM6Ly9yc3MuYXJ0MTku
Fri, November 08, 2019
Watt It Takes: A Tesla Veteran’s Mission to Build Long-Duration Batteries
This week on Watt It Takes : how a would-be priest made it his mission to spread the gospel of battery storage. In this episode, Powerhouse CEO Emily Kirsch sits down with Mateo Jaramillo, the CEO and co-founder of Form Energy. Form is working on a new kind of long-duration battery. And Mateo has one of the longer-duration careers in the storage industry. In the early 2000s, he deployed the first behind-the-meter systems in New York for demand response — seeing the grid services potential well before anyone else. Mateo went on to start the stationary energy storage unit at Tesla, launching and building the powerwall business. He also helped launch the supercharger business. Today, he’s working on a new electrochemical battery that could provide storage services for days, not just hours. The idea is to unlock baseload renewables. The chemistry was spun out of work from MIT researchers. It’s being scaled by a group of engineers and entrepreneurs with deep technical experience — and like Mateo, the bumps and bruises that come from scaling an early market. In this interview, Mateo talks about what it took to power through the early days of battery storage, when everything sale and installation was a battle. And he’ll talk about what it will take to create Form’s new storage tech to unlock even more renewable energy. To learn more about future speakers and attending a live event, go to Powerhouse.fund and click on the events tab. Listen to all of the episodes of Watt It Takes here . Support for this podcast is brought to you by Sungrow . With the world’s most powerful 250-kilowatt, 1,500-volt string inverter, Sungrow is providing disruptive technology for utility-scale projects. Subscribe to GTM podcasts via Apple Podcasts , Spotify , Google Podcasts , Stitcher or wherever you find your audio content. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Thu, October 31, 2019
The Scariest Stories of the Year
We recorded this episode on Halloween morning. We woke up and felt like celebrating the theme of the holiday. If you’re listening after Halloween, don’t fret. There’s still plenty of newsworthy stuff in here. First up, we’re choosing the story from 2019 that is most worthy of its own horror movie. As a bonus, we are also choosing the genre of horror. Then, we pick the zombie story or trend of the year that just won’t die. And finally, the company or person that deserves a treat. We’ll end with some bone-chilling Free Electrons. Could you do us a favor? Take our listener survey so we can give you more relevant content: bit.ly/gtmpodcast Support for this podcast is brought to you by Sungrow . With the world’s most powerful 250-kilowatt, 1,500-volt string inverter, Sungrow is providing disruptive technology for utility-scale projects. Subscribe to GTM podcasts via Apple Podcasts , Spotify , Google Podcasts , Stitcher or wherever you find your audio content. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Sat, October 26, 2019
Who’s Trying to Re-Kill the Electric Car?
Could you do us a favor? Take our listener survey so we can give you more relevant content: bit.ly/gtmpodcast This week: it’s the oil industry versus the world. We’re examining two legal battles for oil majors playing out in states. One involves electric cars and one involves responsibility for climate change. We’ll start first with a story from POLITICO’s Gavin Bade . Advocacy groups backed by oil companies are increasingly lobbying against utilities that are trying to support electric vehicles. Are we seeing a coming political clash between the oil industry and utility industry? We’re joined by Gavin, who’s been tracking these emerging challenges. Then, we are devoting our second half of the show to the legal challenges against fossil fuel companies. Exxon is on trial in New York and numerous other states and cities are bringing suit against oil majors. It’s got everyone paying attention to this very complicated yet riveting issue: as the science and legal arguments evolve, will big fossil fuel companies be held accountable for a warming planet? Support for this podcast is brought to you by Sungrow . With the world’s most powerful 250-kilowatt, 1,500-volt string inverter, Sungrow is providing disruptive technology for utility-scale projects. Subscribe to GTM podcasts via Apple Podcasts , Spotify , Google Podcasts , Stitcher or wherever you find your audio content. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Sat, October 19, 2019
We Didn’t Start the Fire
Could you do us a favor? Take our listener survey so we can give you more relevant content: bit.ly/gtmpodcast The world’s fifth-largest economy looked more like a developing country last week, as PG&E purposefully cut power to millions of people in Northern California for days. We knew this was coming. The growing safety and financial risk of wildfires in the state mean mass power outages will become more common. But in this case, PG&E was slammed for the way it handled things. We’ll dig into the scope, the fallout, and the solutions of California’s power shutoffs due to wildfire threats. Then: Dyson made a big business out of selling $400 hair dryers and $500 vacuum cleaners, but it couldn’t make a high-end electric car work. We’ll talk about why Dyson wrote off its EV plans. Finally, the Trump administration lifts a tariff exemption for bifacial solar panels. So why are these two-sided solar panels becoming so popular now? Additional resources: New York Times : Inside PG&E’s Control Room Bloomberg : What Happens When a Vacuum Company Tries to Make an Electric Car GTM Squared : Has Bifacial Solar Finally Moved From Theoretical to Practical? Support for this podcast is brought to you by Sungrow . With the world’s most powerful 250-kilowatt, 1,500-volt string inverter, Sungrow is providing disruptive technology for utility-scale projects. Subscribe to GTM podcasts via Apple Podcasts , Spotify , Google Podcasts , Stitcher or wherever you find your audio content. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Tue, October 15, 2019
Are Ancient Bugs the Key to Storing Wind and Solar? [Special Content From NREL]
This is a branded podcast made in collaboration between the National Renewable Energy Laboratory and GTM Creative Strategies. As grids get saturated with wind and solar electricity, there’s pressure to find new ways to store that energy across daily, monthly or seasonal variations. Could the answer be a billion-year-old microbe? The National Renewable Energy Laboratory and SoCalGas are currently testing a new bioreactor that could turn renewable electrons into renewable methane -- allowing excess generation to be “stored” in existing natural gas pipelines. The system relies on an ancient microorganism that ferments hydrogen and carbon dioxide and turns it into methane. By feeding the bugs hydrogen from renewable resources and CO2 from industrial sources, companies like SoCalGas could harness a new supply of renewable natural gas. NREL has been testing the process in the lab for years. And it finally built a larger-scale version of the bioreactor. We sent producer Catherine Jaffee to NREL’s lab in Golden, Colorado to check it out. We’ll learn how it works in the first part of the episode. In the second half of the episode, we talk with NREL’s Kevin Harrison and SoCalGas’ Ron Kent about how the system is performing so far. Learn more about all the world-changing research on clean energy happening at NREL. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Wed, October 02, 2019
Watt It Takes: The Startup Making Solar-Storage Better Than the African Grid
Could you do us a favor? Take our listener survey so we can give you more relevant content: bit.ly/gtmpodcast This week on Watt It Takes: how a computer nerd who loved assembling electronics became obsessed with designing a solar-storage system to light up Africa. In this episode, Powerhouse CEO Emily Kirsch sits down with Xavier Helgesen, the co-founder and chief technology officer at ZOLA Electric. Zola is a provider of solar and storage systems in Africa. Since its founding in 2012, the company has served over a million people with clean power in five countries. Over the years, Zola has evolved from a small, scrappy startup that offered very basic energy packages into a hardware company that installs sleek, scalable power systems that function better than the grid. “[Our goal] was not to be worse than the grid, but available anywhere — but to just be better than the grid. For solar and batteries to fundamentally be cheaper and more reliable than the grid. And if we succeed in that in the developing world, then the market is almost limitless,” says Helgesen. In this interview, Helgesen talks about how he first got interested in energy access, the complexities of setting up a company as an outsider in Tanzania, and how Zola shifted into designing its own hybrid system. This conversation was recorded live at Powerhouse’s headquarters. To learn more about future speakers and attending a live event, go to Powerhouse.fund and click on the events tab. Support for this podcast is brought to you by Sungrow . With the world’s most powerful 250-kilowatt, 1,500-volt string inverter, Sungrow is providing disruptive technology for utility-scale projects. Subscribe to GTM podcasts via Apple Podcasts , Spotify , Google Podcasts , Stitcher or wherever you find your audio content. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Sun, September 29, 2019
Clean Energy’s Ever-Changing Policy Risk [Special Content From CohnReznick]
This is a branded podcast made in collaboration between CohnReznick Capital and GTM Creative Strategies. Britta Von Oesen knows risk. As an intern in Lehman Brothers’ global energy unit in 2008, she watched the collapse of the investment bank in real time. Later, she watched European markets grind to a halt after feed-in-tariffs were reversed. And in the U.S., she’s monitored the ever-changing tax policies and regulations that impact wind, solar and storage. Today, Britta is a managing director at CohnReznick Capital. Her job is to help figure out how to get wind and solar deals done in the face of policy and financial risk. In this special episode, produced in collaboration with CohnReznick Capital, we sit down with Britta Von Oesen to unpack some of those policy uncertainties and what they mean for renewables. Go to CohnReznickCapital.com to learn more about how the company builds relationships, closes deals, and helps clean energy companies excel. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, September 27, 2019
Turmoil at an Iconic American Hydropower Giant
The Bonneville Power Administration, the government-owned “power marketing agency” that serves the Pacific Northwest, is facing a strong current of problems. As cheap renewables make hydro less competitive in the region, BPA is now bleeding money. There’s now concern that its utility customers will stop buying hydro after contracts expire. Meanwhile, the cost of rehabilitating salmon populations is mounting. As the power provider grapples with $15 billion in debt, some are calling for a reformation of BPA. How can the government prepare the hulking agency for the competitive clean energy future? We’ll talk to a Jeremy P. Jacobs, a reporter for E&E’s Greenwire , who’s been digging into the story. You can read parts one , part two and part three of his ongoing series. Then, climate strikes swept the globe last Friday, raising unprecedented media coverage. How is this different from previous mobilizations around climate? We’ll put this moment in the context of recent history. Finally, offshore wind is getting dirt cheap in Europe. According to Carbon Brief, recent offshore wind prices are set to compete with existing gas seven years ahead of schedule. We’ll venture out to the leading edge of offshore wind development. Read along with us: E&E News : Jeremy Jacobs’ reporting on Bonneville Power Administration New York Times : Climate Protesters and World Leaders on Same Planet, Different Worlds GTM : UK’s Offshore Wind Auction So Successful It Might Have Made Itself Redundant Carbon Brief : Record-Low Price for UK Offshore Wind Cheaper Than Existing Gas Plants by 2023 Support for this podcast is brought to you by Sungrow . With the world’s most powerful 250-kilowatt, 1,500-volt string inverter, Sungrow is providing disruptive technology for utility-scale projects. Subscribe to GTM podcasts via Apple Podcasts , Spotify , <a href="https://www.google.com/podcasts?feed=aHR0cHM6Ly9yc3MuYXJ0MTkuY29tL3
Tue, September 17, 2019
Does Climate Change Make Good Political TV?
This week: We’ve gone from drought to flood. People who care about climate change have spent the last three presidential election cycles cajoling, prodding and begging television news outlets to cover the issue. But the more pressure mounted, the more coverage lagged. Across all three debates between Clinton and Trump in 2016, environmental issues got just under 5 and a half minutes of air time. And in all of 2016, the major networks talked about climate for just 50 minutes combined. And then suddenly in September, we got CNN’s town hall, a seven-hour extravaganza that actually allowed candidates some time to tease out the nuances of their plans. Sure, the moderators asked some weird questions about cheeseburgers, plastic straws and electric cars. But for the most part, the conversation was substantive and helpful. In this episode, we’re digging into a few questions: Did the town hall advance the narrative? Did it change the campaign and polling? And which candidate performed the best? We’re joined by Dr. Leah Stokes , an assistant professor of political science at the University of California Santa Barbara, who watched and analyzed all seven hours closely. Read Leah’s top twitter threads on the candidates: Elizabeth Warren Bernie Sanders Joe Biden Andrew Yang Kamala Harris Jay Inslee You can also read her analysis in the Washington Post comparing the candidates. Follow the gang on twitter: Katherine , Jigar , Stephen and The Energy Gang . Support for this podcast is brought to you by Sungrow . With the world’s most powerful 250-kilowatt, 1,500-volt string inverter, Sungrow is providing disruptive technology for utility-scale projects. Subscribe to GTM podcasts via <a href="https://itune
Fri, September 13, 2019
How America Thwarted a Giant ‘Extension Cord’ for Renewables
America is a place where if you can dream something — no matter how big or ambitious — you can do it. Unless you’re trying to string 700 miles of high-voltage transmission lines to bring wind power from Oklahoma to Tennessee. Our guest this week is Russell Gold, author of a new book about the saga that unfolded when wind energy pioneer Michael Skelly tried just that. The book, “ Superpower ,” is all about Skelly’s attempt to build one of the most ambitious energy infrastructure projects in recent history — and how he faced nearly every obstacle imaginable. What does Skelly’s journey tell us about America’s diminishing ability to do great things? Russell Gold is a veteran newspaper reporter who was a pulitzer prize finalist for his reporting on the Deepwater Horizon oil spill. He wrote a book in 2014 on the rise of fracking, called “ The Boom .” He’ll join us to talk about the reasons why Skelly’s transmission plan failed. Then, two top presidential candidates are calling for a ban on fracking and promising to phase out nuclear power. What would be the consequences if a democrat actually put those promises into action? Finally: we’re digging into a piece from Jonathan Franzen in the New Yorker that got a lot of angry criticism. Should we just give up and stop pretending we can do anything about climate change? Support for this podcast is brought to you by Sungrow . With the world’s most powerful 250-kilowatt, 1,500-volt string inverter, Sungrow is providing disruptive technology for utility-scale projects. Subscribe to GTM podcasts via Apple Podcasts , Spotify , Google Podcasts , Stitcher or wherever you find your audio content. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privac
Thu, September 05, 2019
Watt It Takes: The Startup Reshaping Mobility Planning With Data
This week on Watt It Takes : How an energy researcher obsessed with electric vehicles stumbled upon a vast trove of transportation data and built a company that is reshaping infrastructure planning for mobility. Powerhouse CEO Emily Kirsch sits down with Laura Schewel, the founder and CEO of Streetlight Data . Laura spent her career studying storage, electric vehicles, and transportation systems at the Rocky Mountain Institute, Federal Energy Regulatory Commission, and then as a research fellow at UC Berkeley. While at UC Berkeley, she got interested in finding a way to give electric vehicle owners more information about how they were driving their cars. She ended up uncovering a data gold mine in the process. Laura built a company that now processes over 100 billion data points and provides transportation and urban planners with a granular view of how roads, bike lanes and sidewalks are being used. In this episode, Laura Schewel talks about how she ultimately pursued the idea, and what she encountered in the wild world of entrepreneurship. This conversation was recorded live at Powerhouse’s headquarters in Oakland, California. Buy tickets for upcoming events. Support for this podcast is brought to you by Sungrow . With the world’s most powerful 250-kilowatt, 1,500-volt string inverter, Sungrow is providing disruptive technology for utility-scale projects. Subscribe to GTM podcasts via Apple Podcasts , Spotify , Google Podcasts , Stitcher or wherever you find your audio content. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, August 30, 2019
The Problem With Carbon Offsets
With flight shame growing in popularity, extreme weather intensifying, and the Amazon burning, there’s more demand than ever for carbon offsets to assuage our guilt and make us feel like we’re doing something. But those credits many not be doing what you think they are — or anything at all. This week, we’re discussing the complicated and frustrating world of carbon offsets. There’s a reason why even the United Nations is now calling out their limitations. This conversation is particularly important as California considers joining the Tropical Forest Standard as part of its cap-and-trade program. Then, we’ll talk about new climate plans from Bernie Sanders and Andrew Yang. What’s in them? And who will become the climate candidate? Finally, we dig into a bill from Ohio that bails out big utilities and guts clean energy. The politics of this thing are ugly — and they are only getting uglier. Read along with us: ProPublica : An Even More Inconvenient Truth Bloomberg : Greta Thunberg and ‘Flight Shame’ Are Fueling a Carbon Offset Boom New York Times : Bernie Sanders' Green New Deal Vox : Ohio Just Passed the Worst Energy Bill of the 21st Century Support for this podcast is brought to you by Sungrow . With the world’s most powerful 250-kilowatt, 1,500-volt string inverter, Sungrow is providing disruptive technology for utility-scale projects. Subscribe to The Energy Gang podcast via Apple Podcasts , Spotify , Google Podcasts , Stitcher or wherever you find your audio content. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at <a href="https://art19.com/privacy#do-not-sell-my-
Fri, August 23, 2019
The New Normal for the Grid: Batteries
In nearly every corner of the country, energy storage projects are finding their way onto the grid — they’re getting bigger, cheaper, more diverse, and even a little bit weirder. Most of all, they’re just becoming normal. This week, we’re talking about the new normal for power operations. It includes a lot of batteries. And maybe some air tanks, water pumps and cranes too. GTM Staff Writer Julian Spector joins us as a guest co-host to round up the most topical projects and tell us where the storage market is headed. Then we’ll look at a novel approach to long-duration storage: a gravity-based system from Energy Vault that just got a major injection of Japanese venture dollars. How skeptical should we be? And finally, we’ll look at all the other alternatives to lithium-ion that are vying for traction in the market. Will pumped hydro see a revival? Can flow batteries finally prove themselves? Read Julian Spector’s reporting here . And sign up for the GTM newsletter here . Support for this podcast is brought to you by Sungrow . With the world’s most powerful 250-kilowatt, 1,500-volt string inverter, Sungrow is providing disruptive technology for utility-scale projects. Subscribe to The Energy Gang podcast via Apple Podcasts , Spotify , Google Podcasts , Stitcher or wherever you find your audio content. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, August 16, 2019
How Electric Cars and Renewables Could Beat Oil
Solar and wind sent European utilities into financial disarray, and U.S. utilities are facing a similar fate. Are global oil companies next? A new report from one of the world’s biggest banks, BNP Paribas, says that solar and wind paired with electric cars provide up to 7 times more useful energy for mobility than gasoline dollar for dollar. And that economic reality could hit oil companies sooner than they think. “The oil industry has never before in its history faced the kind of threat that renewable electricity in tandem with EVs poses to its business model,” concludes the report. This week, we’ll dig into the findings. How does it square with current projections for EV growth and oil demand? Then, a regulatory surprise from the Trump Administration is delaying an 800-megawatt offshore wind project. It could also hurt other projects planned for the East Coast. Is this a careful step, or a cynical political move from a hostile White House? Finally, 16-year-old climate activist Greta Thunberg is on her way to the U.S. — and she’s come under fire from the conservative media. We’ll look at the strange reaction to her rise and influence. Support for this podcast is brought to you by Sungrow . With the world’s most powerful 250-kilowatt, 1,500-volt string inverter, Sungrow is providing disruptive technology for utility-scale projects. Subscribe to The Energy Gang podcast via Apple Podcasts , Spotify , Google Podcasts , Stitcher or wherever you find your audio content. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, August 02, 2019
Watt It Takes: Nest Co-Founder Matt Rogers
This week on Watt It Takes : How a former Apple engineer applied design principles from the iPod and the iPad to smart thermostats — jolting an industry badly in need of change. Powerhouse CEO Emily Kirsch sits down with Matt Rogers, the co-founder and former chief product officer of Nest. Nest is best known for its elegant learning thermostat, the first major breakout hit in the smart home space. Google later acquired the company for $3.2 billion. In this interview, Rogers talks about his Apple influence, how he and co-founder Tony Fadell initially got obsessed with the connected home, and how Nest fit into the Google structure. Before Nest launched, “the connected home wasn’t really a thing. It was a bunch of hackers stringing things together, there were no products to speak of, really,” says Rogers. “And I was like ‘this is a huge opportunity, we can go and make great products like we did at Apple.’” This conversation was recorded live at Powerhouse’s headquarters in Oakland, California. Buy tickets for upcoming events. Support for this podcast is brought to you by Sungrow . With the world’s most powerful 250-kilowatt, 1,500-volt string inverter, Sungrow is providing disruptive technology for utility-scale projects. Subscribe to The Energy Gang podcast via Apple Podcasts , Spotify , Google Podcasts , Stitcher or wherever you find your audio content. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Sun, July 14, 2019
Why Is Trump Suddenly Talking About the Environment?
Note: after this episode, we will be on hiatus for a few weeks while Stephen Lacey goes on paternity leave. We’ll be back soon! On July 8, Donald Trump stood in the East Room of the White House and delivered a speech on his “environmental leadership.” What could he possibly talk about? Onlookers called the speech “Orwellian.” The Trump Administration has tried to pull America out of a global climate agreement, sent officials to try to sell coal at the latest UN climate summit, forced climate scientists out of the government, and rolled back 83 environmental rules. So why is Trump talking about the environment now? What does it tell us about how voters feel about the issue going into the election? We’ll look at the possible political reasons for the timing of the speech. Then, we’ll look at New York’s big climate law. How does the state plan to cut emissions 85 percent by 2050? And how will ambitious policy in California and New York influence other states? Finally, we tackle the seasonal debate over air conditioning. As the world gets hotter, AC use is exploding around the world. How do we cool the world without baking the climate? Recommended reading: New York Times : Trump Saw Opportunity in Speech on Environment. Critics Saw a ‘“1984” Moment.’ Vox : New York Just Passed the Most Ambitious Climate Target in the Country New York Times : Do Americans Need Air-Conditioning? Bloomberg : Air Conditioning Is the World's Next Big Threat Support for this podcast is brought to you by Sungrow . With the world’s most powerful 250-kilowatt, 1500-volt string inverter, Sungrow is providing disruptive technology for utility-scale projects. Subscribe to The Energy Gang podcast via Apple Podcasts , Spotify , Google Podcasts , Stitcher or wherever you find your aud
Tue, July 09, 2019
Greening the Cannabis Industry [Special Content From CohnReznick]
This week, we present a special episode produced on behalf of CohnReznick. There’s a bonanza sweeping across North America: cannabis. As more states legalize marijuana, the industry is attracting high-profile investors and bringing in $6.5 billion in yearly sales. But it also faces two major challenges: limited access to banking and high energy costs. Because cannabis is still illegal at the federal level, traditional banks are unwilling to do business with the thousands of companies serving the market. At the same time, the industry now eats up $6 billion in electricity costs. Growers are paying tens of thousands of dollars per month to power cultivation sites, and some utilities are worried about strain on the grid in certain locations. Trying to slash that electricity use is very hard for cash-only companies that can’t get access to traditional financing. “The capital you would most typically have to deploy if you wanted to site solar at a cultivation facility will end up being very expensive because you don’t have access to traditional bank financing,” explains Mark Hooley, a managing partner at CohnReznick. In this episode, we talk with Mark about the intersection of cannabis and renewable energy. What will it take to green up America’s newest cash crop? Learn more about CohnReznick’s cannabis practice . See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Tue, July 02, 2019
The Trump-Branded Version of the Clean Power Plan
This week: we examine the Trump alternative to the Clean Power Plan, look at the gap between red and blue states on climate change, and review the presidential debates. Up first: how Trump's EPA is replacing Obama's major climate rule. Then, the red-blue climate divide. States are putting ambitious new climate plans in place. But they’re almost all in states dominated by democrats -- and the new EPA power plant rule only makes that gap bigger. What are the long-term economic consequences for the red states failing to change? Finally, we got 15 minutes of climate talk in the first two Democratic presidential debates. Does this yet again prove why we need a climate-only debate? Recommended reading: Yale Climate Connections : The Trump EPA Strategy to Undo the Clean Power Plan New York Times : Blue States Roll Out Aggressive Climate Strategies. Red States Keep to the Sidelines The Guardian : A Climate-Themed Debate? The Democrats Owe It to Voters Support for this podcast is brought to you by Sungrow . With the world’s most powerful 250-kilowatt, 1500-volt string inverter, Sungrow is providing disruptive technology for utility-scale projects. Subscribe to The Energy Gang podcast via Apple Podcasts , Spotify , Google Podcasts , Stitcher or wherever you find your audio content. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Sun, June 23, 2019
Watt It Takes: Creating a Battery Unicorn
This week on Watt It Takes : How a Ukrainian immigrant quietly toiled away on a new battery chemistry and created a billion-dollar unicorn. Powerhouse CEO Emily Kirsch sits down with Gene Berdichevsky, the CEO of Sila Nanotechnologies. Sila is developing a new lithium-ion battery chemistry that uses silicon in place of graphite — leading to an improvement in battery density by 20 percent. This spring, Daimler led a $170 million round in Sila, valuing the startup at $1 billion. Berdichevsky was the seventh employee at Tesla, where he developed the Roadster’s battery. For the last eight years, Berdichevsky’s team at Sila has been working on a drop-in replacement for today’s lithium-ion batteries. This conversation was recorded live at Powerhouse’s headquarters. Buy tickets for upcoming events. Support for this podcast comes from PG&E. Did you know that 20 percent of EV drivers in the U.S. are in PG&E’s service area in Northern California? PG&E is helping to electrify corporate fleet vehicles. Get in touch with PG&E’s EV specialists to find out how you can take your transportation fleet electric . We're also sponsored by Wunder Capital. Wunder Capital is the leading commercial solar financing company in the United States. Click here to find out how Wunder Capital can help you finance your next commercial solar project. Subscribe to The Energy Gang podcast via Apple Podcasts , Spotify , Google Podcasts , Stitcher or wherever you find your audio content. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Thu, June 13, 2019
Will Geothermal Ever Boom Like Fracking?
It’s been a decade since the fracking boom reshaped U.S. energy markets — so when will we ever use our drilling prowess to create a similar geothermal boom? That’s the hope. The Department of Energy just released a massive new report revisiting America’s geothermal potential in conventional hydrothermal, enhanced geothermal, direct use and heat pumps. And the potential is enormous — but it’s just sitting there, largely untapped. We’re going to open up DOE’s report and see which borehole it takes us down. Then, the Biden and Warren campaigns both unveiled their energy and climate plans . Have they risen to the political and environmental stakes? Finally, are states squandering billions in settlement dollars from the VW diesel scandal? Support for this podcast comes from PG&E. Did you know that 20 percent of EV drivers in the U.S. are in PG&E’s service area in Northern California? PG&E is helping to electrify corporate fleet vehicles. Get in touch with PG&E’s EV specialists to find out how you can take your transportation fleet electric . We're also sponsored by Wunder Capital. Wunder Capital is the leading commercial solar financing company in the United States. Click here to find out how Wunder Capital can help you finance your next commercial solar project. Subscribe to GTM podcasts via Apple Podcasts , Google Podcasts , Stitcher , Spotify or wherever you find your audio content, or integrate our RSS feed into the app of your choice. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Mon, June 03, 2019
Comparing Presidential Candidates on Climate and Cleantech
It may be a couple election cycles late, but we’re finally getting a wave of climate plans from presidential candidates. The issue is now front and center in the Democratic primaries. We’ve spent the last week collecting the plans from leading candidates, surveying the stances of the rest of the field, and monitoring the reactions. We’ll sort through them in this week’s Energy Gang episode. In the first half of the show, we’ll compare and contrast the unique plans from Elizabeth Warren, Jay Inslee, Beto O’Rourke, Michael Bennet and John Delaney. What is unique about each candidate’s proposal? Then, we’ll tackle the rest of the field in the second half of the episode. Most of them are either using the Green New Deal as a fallback, or using it as a foil. We will take an account of how that short-but-influential congressional resolution — and the activism behind it — is having an impact on the presidential campaign. Recommended reading: Buzzfeed : Democrats Want To Make 2020 The Climate Change Election Beto O’Rourke’s climate plan Jay Inslee’s “Evergreen Economy” plan Elizabeth Warren’s plan to make the military climate-ready Michael Bennet’s climate plan John Delaney’s climate plan Support for this podcast comes from PG&E. Did you know that 20 percent of EV drivers in the U.S. are in PG&E’s service area in Northern California? PG&E is helping to electrify corporate fleet vehicles. Get in touch with PG&E’s EV specialists to find out how you can take your transportation fleet electric . We're also sponsored by Wunder Capital. Wunder Capital is the leading commercial solar financing company in the United States. Click here to find out how Wunder Capital can help you finance your next commercial solar project. Subscribe to GTM podcasts via Apple Podcasts , Google Podcasts , <a href="http://www.stitcher.com/p
Thu, May 23, 2019
Breaking Down Global Subsidies for Fossil Fuels
A new report from the International Monetary Fund shows that the world spent $5.2 trillion on fossil fuel subsidies in 2017. That’s half a trillion dollars more than in 2015. But it also shows that fossil fuel subsidy spending is down by half since 2012. What gives? How much are we actually spending to make fossil fuels cheaper? We’ll clarify the different ways economists are measuring that spending. Then, U.S. tax subsidies for solar and wind are set to ramp downward as part of a deal struck in 2015. But some are calling for an extension of those credits once again. Wait, didn’t the industry say it would be just fine without them? We’ll look at arguments for and against another extension. Finally, PG&E is warning California customers about planned blackouts during this year’s fire seasons. Does this open up a new opportunity for commercial microgrids and residential battery backup? Recommended reading: Atlantic : The Hidden Subsidy of Fossil Fuels GTM : US Solar Industry Braces for ITC Stepdown While Making the Case for Another Extension Bloomberg : Democrats Try to Extend Wind, Solar Aid They Agreed to Let Die SF Chronicle : Fire Danger Could Force SF Blackout, PG&E Says Support for this podcast comes from PG&E. Did you know that 20 percent of EV drivers in the U.S. are in PG&E’s service area in Northern California? PG&E is helping to electrify corporate fleet vehicles. Get in touch with PG&E’s EV specialists to find out how you can take your transportation fleet electric . We're also sponsored by Wunder Capital. Wunder Capital is the leading commercial solar financing company in the United States. Click here to find out how Wunder Capital can help you finance your next commercial solar project. Subscribe to GTM podcasts via Apple Podcasts , Google Podcasts , Stitcher <em
Thu, May 16, 2019
America Has 2 Million Solar Systems. How'd We Get Here?
It took four decades for America to install a million solar systems. And it took just three years to install the second million. From here on out, the U.S. market will likely see a million systems every couple of years, according to the latest data from Wood Mackenzie. To mark this new era of scale, we’re going to look back at the most important trends that got us to the first couple of million systems — and the most important trends that will keep many more millions coming. Then, Tesla has a new way to package and sell solar online. Will it work? Finally, what’s the best way to frame climate change and the clean energy transition? Presidential candidates are talking about the issues, and press outlets are trying to reframe coverage. What's working and what needs to change? Recommended reading: GTM : US Surpasses 2 Million Solar Installations as Industry Looks to ‘Dominate’ the 2020s GTM : Tesla Embraces New Solar Strategy But Analysts Remain Skeptical New York Times : These Days, It’s Not About the Polar Bears Columbia Journalism Review : The Climate Crisis Is a Story for Every Beat Support for this podcast comes from PG&E. Did you know that 20 percent of EV drivers in the U.S. are in PG&E’s service area in Northern California? PG&E is helping to electrify corporate fleet vehicles. Get in touch with PG&E’s EV specialists to find out how you can take your transportation fleet electric . We're also sponsored by Wunder Capital. Wunder Capital is the leading commercial solar financing company in the United States. Click here to find out how Wunder Capital can help you finance your next commercial solar project. Subscribe to GTM podcasts via Apple Podcasts , Google Podcasts , Stitcher , Spotify or wherever you find your audio content, or integra
Fri, May 03, 2019
How Much Do Renewable Energy Mandates Really Cost?
For well over a decade, researchers have been modeling the cost of state renewable energy mandates. The results break down in predictable ways: conservative and progressive groups often come to very different conclusions based about costs and benefits. An authoritative 2015 report from the Lawrence Berkeley National Lab found that compliance costs for state renewables targets only make up 2 percent of retail rates in most U.S. states. After a lull, the debate over the cost of renewable energy targets is re-emerging. A new working paper from economists at the University of Chicago concludes that mandates are the most expensive way to reduce carbon pollution — and that they are much bigger drivers of rate increases than previously thought. Many researchers are pushing back on the economists’ modeling of electricity rates. But it’s worth revisiting this debate, since renewables and carbon-free energy targets are used as placeholders for more ambitious climate policy. In this week’s podcast, we’re discussing the findings of this study, the criticism, and how it fits into current trends U.S. in energy policy. Then, Rivian continues to bring in money for electric trucks. What do Amazon and Ford see in the company? Are trucks the next big target for electrification? Finally, a brief look at 5G networks. They could revolutionize energy services, but they’re also fraught with geopolitical and cybersecurity risk. Will the benefits outweigh the risk? Recommended reading: Twitter threads from Jesse Jenkins , Alex Gilbert , Jacob Mays , and Sam Ori . University of Chicago working paper New York Times: Ford to Invest $500 Million in Rivian, a Tesla Rival New Yorker: The Terrifying Potential of the 5G Network Support for this podcast comes from PG&E. Did you know that 20 percent of EV drivers in the U.S. are in PG&E’s service area in Northern California? PG&E is helping to electrify corporate fleet vehicles. Get in touch with PG&E’s EV specialists to find out how you can take your transportation fleet electric .
Wed, April 24, 2019
Watt It Takes: Why This Founder Dug Into Home Geothermal
This week on Watt It Takes : How a product manager at Google saw promise in geothermal heat pumps — and applied the lessons of solar to an underserved market. In this episode, Powerhouse CEO Emily Kirsch sits down with Kathy Hannun, the co-founder of Dandelion, a home geothermal company that uses a proprietary drilling technique, simple product design, and financing to cut the cost of ground-source heating and cooling. For seven years, Kathy was on the rapid evaluation team at Alphabet X — formerly Google X — evaluating technology moonshots. That’s where she stumbled upon the opportunity in geothermal. We’re going to hear from Kathy about what she learned trying to tackle a tough tech like home geothermal. We’ll also hear about what she learned from her time at Google, how she built her team, and why raising money as an expecting mother presented some unique challenges. This conversation was recorded live at Powerhouse’s headquarters. Buy tickets for upcoming events. Support for this podcast comes from PG&E. Did you know that 20 percent of EV drivers in the U.S. are in PG&E’s service area in Northern California? PG&E is helping to electrify corporate fleet vehicles. Get in touch with PG&E’s EV specialists to find out how you can take your transportation fleet electric . We're also sponsored by Wunder Capital. Wunder Capital is the leading commercial solar financing company in the United States. Click here to find out how Wunder Capital can help you finance your next commercial solar project. Subscribe to The Energy Gang podcast via Apple Podcasts , Spotify , Google Podcasts , Stitcher or wherever you find your audio content. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Tue, April 23, 2019
The Art of Closing Billions in Wind and Solar Deals [Special Content From CohnReznick]
This week, we present a special episode produced in collaboration with CohnReznick Capital. How do you broker billions of dollars worth of renewable energy deals — and do it again and again? It takes grit, sure. But it also requires empathy. And that, says Conor McKenna, is the real art of the deal. McKenna is a senior managing director at CohnReznick Capital Markets. He’s helped close 8 gigawatts of wind, solar and biomass projects over his career. We all know “The Art of the Deal,” Donald Trump’s 1987 book that offers hard-nosed business advice. The book includes lessons like fight back, play the game hard, and deliver the goods. This advice has shaped our perception of real estate and Wall Street culture. But McKenna says one important lesson is missing: how to form good relationships so that everyone benefits from a deal. “Every time we’ve seen someone focus on getting that last dollar out of an individual transaction, we’ve found that they’ve had a much harder time in repeating business and growing and scaling at the same rate as this industry.” This isn’t a soft tactic. When you’re trying to pull together hundreds or thousands of megawatts of projects — and repeat the process over many times — you have to actually care about the people on the other side of the table. “Those that have left money on the table and and allowed for their partners to feel successful as well, have had a lot more repeat business.” In this episode, we look at how empathy can translate into billions of dollars in cash and push renewables further into the mainstream. Find out more about CohnReznick Capital's portfolio . See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Thu, April 18, 2019
Amazon Cozies Up to Fossil Fuels
The tech giants are all going long on renewables, but Amazon seems to be going long on oil and gas. A new story details Amazon’s budding romance with the fossil fuel industry, while also lagging behind its peers in buying clean energy for its operations. Other tech companies are using their analytics for helping extract more fossil fuels — but is the extent of Amazon’s pursuit unique? Then, a new study shows that three-quarters of all coal in the US is more expensive than new renewables. But there’s an ongoing push in states from coal groups to force plants to stay open. We’ll have the latest in the feeble attempt to save coal. Finally, the supreme court rejects a challenge to state nuclear subsidies. Is it a green light for more states to save their nuke fleets? Recommended reading: Gizmodo : Amazon Is Aggressively Pursuing Big Oil as It Stalls Out on Clean Energy Vox : Amazon Says It’s a Leader on Fighting Climate Change. 5,000 Employees Disagree Indy Star : Out-of-State Coal Interests Are Funding a Battle to Keep Coal Plants From Closing Houston Chronicle : Supreme Court Denies Challenge to NY Nuclear Subsidy Support for this podcast comes from PG&E. Did you know that 20 percent of EV drivers in the U.S. are in PG&E’s service area in Northern California? PG&E is helping to electrify corporate fleet vehicles. Get in touch with PG&E’s EV specialists to find out how you can take your transportation fleet electric . Subscribe to The Energy Gang podcast via Apple Podcasts , Spotify , Google Podcasts , Stitcher or wherever you find your audio content. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at <a href="h
Fri, April 12, 2019
Interpreting GOP Responses to the Green New Deal
This week, the Green New Deal ripples through Washington. A few leading Republicans are responding to the progressive climate plan with some ideas of their own: the New Manhattan Project and the Green Real Deal. They’ve gotten a mostly cold response from the left. But have we finally broken the ice for a legitimate cross-party policy discussion on climate? We’ll look at the GOP responses. Then, Trump’s latest verbal convulsion. Speaking at a fundraiser, the president said wind noise causes cancer and kills property values. We’ll take this opportunity to review what the literature says about the impact of wind. Finally, we’ll go to Virginia, where there’s been a ton of legislative activity on solar, efficiency, grid infrastructure and climate — some of which was blocked by the state’s mega-utility Dominion Energy. We’ll examine the politics. Recommended reading: Bloomberg : GOP Tiptoes Toward Climate Plans as Ocasio-Cortez Turns Up Heat Matt Gaetz : 'Green Real Deal' Proposal Lamar Alexander : The New Manhattan Project The Conversation : Wind Turbine Syndrome, a Classic ‘Communicated’ Disease Virginia Mercury : How the General Assembly Failed Virginia Again on Clean Energy Support for this podcast comes from PG&E. Did you know that 20 percent of EV drivers in the U.S. are in PG&E’s service area in Northern California? PG&E is helping to electrify corporate fleet vehicles. Get in touch with PG&E’s EV specialists to find out how you can take your transportation fleet electric . Subscribe to The Energy Gang podcast via Apple Podcasts , Spotify , Google Podcasts , Stitcher or wherever you find your audio content.
Sun, April 07, 2019
Live at MIT: The 2040 Grid
This past week, we recorded a live show at the MIT Energy Conference. The theme of the show: what the grid may look like by 2040. As a topical show, we usually don’t know what we’re going to be discussing until a day or two in advance. But the theme of the MIT conference was "tough tech and the 2040 grid" — so we decided to take it head on. To start, we’ll adjust our brains to the 2040 timeframe with some fantastical scenarios. Then, we create our own plans. We will each outline a possible future for the 2040 time frame — Katherine will look at policy and politics, Jigar will look at the business environment, and Stephen looks at technology make-up. Finally, a news circuit. We’ll provide some quick commentary on top stories of the day. And we’ll end with our Free Electrons. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Thu, March 28, 2019
What Does Lyft's IPO Signal for the Future of Mobility?
Lyft is set for an IPO on Friday; Uber is driving up to the IPO window soon. Investors seem enthusiastic, but skeptics see a lot of risks and a bumpy path to profitability. In 2018, transportation network companies — pretty much Lyft and Uber — gave 2.6 billion rides. Lyft gave a billion of those rides, doubling its revenue over 2017 to $2.2 billion. We know the consumer appetite is there. But as Lyft hits the public markets, many wonder if that volume can be turned into profits. Autonomous cars, competition from other shared mobility companies, and regulations are all a potential risk. So what does Lyft’s IPO — and soon Uber’s — tell us about where mobility is headed? We're discussing on this week's Energy Gang podcast. Then, one of America’s biggest utilities said recently it will offer only carbon-free energy by 2050. In the second half of the show, we’re going to dig into Xcel’s plan. How will they do it? And will it encourage other big power companies to do the same? Finally, Midwestern floods have caused $3 billion in damages and devastated rural communities. We’ll look at our poor infrastructure management, and where the floods fit into climate trends. Recommended reading: Seattle Times: As It Gets Set for IPO, Lyft Outlines All the Reasons Ride-Sharing Could Fail NPR : Ride-Hailing Services Add To Traffic Congestion, Study Says CityLab : If Your Car Is Stuck in Traffic, It's Not Uber and Lyft's Fault Vox: For the First Time, a Major US Utility Has Committed to 100% Clean Energy Xcel Energy: Building a Carbon-Free Future Atlantic : Midwestern Flooding Isn’t a Natural Disaster Report : Climate Change in the Midwest Support for this podcast comes from Dandelion Energy, the leading home geothermal company. Dandelion is making it easier for homeowners to get geothermal. Customers who switch to geothermal heating save on average $2,250 per year. See
Sun, March 24, 2019
Replay: The Story Behind Greentech Media's Founding
We're on spring break this week. We'll be back on Thursday with our regular show. To get you through the next few days, we’re offering up an earlier episode of Watt It Takes about the origin story of Greentech Media. In this edition of Watt It Takes, Powerhouse CEO Emily Kirsch interviews GTM Co-Founder Scott Clavenna about the beginning of the company, the challenges of being a startup in the cleantech world, and our recent acquisition by Wood Mackenzie. Watt It Takes is a live interview series produced by Powerhouse in partnership with GTM. The conversation was recorded live in Oakland, California. Don't forget to subscribe to our other GTM podcast, The Interchange . See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Thu, March 14, 2019
The Battery Storage Market Kicks Into High Gear
The latest numbers for U.S. energy storage activity are out. They show a surge of activity coming over the next five years, leading to 6x market growth. By 2024, the storage market will be worth $4.7 billion dollars, driven evenly by utility-scale and behind-the-meter battery projects. On this week's episode, we'll unpack the numbers in the latest Energy Storage Monitor from Wood Mackenzie and the Energy Storage Association. They show a doubling and then a tripling of storage to come — making batteries an important part of utility planning in every region of the country. Where’s growth happening, and what does it mean for grid planning? Then, with many farmers in crisis, more of them are putting solar on their land. That’s providing new sources of income, but many fear it could take prime croplands out of commission. How do we site solar on agricultural lands properly? And finally, what is going on over at Tesla? We’ll make try to make sense of the confusing series of decisions at the company. Recommended reading: GTM : US Energy Storage Broke Records in 2018, but the Best Is Yet to Come GTM : APS Plans to Add Nearly 1GW of New Battery Storage and Solar Resources by 2025 Washington Post : The Next Money Crop for Farmers Interchange podcast : What's Up With Tesla Energy? New York Times : Tesla Says Never Mind, It Raises Prices and Keeps Most Stores Bloomberg : Musk Pledges Belt-Tightening as Tesla Cuts Prices, Warns of Loss Support for this podcast comes from Dandelion Energy, the leading home geothermal company. Dandelion is making it easier for homeowners to get geothermal. Customers who switch to geothermal heating save on average $2,250 per year. See if your home qualifies . We're also brought to you by Wunder Capital. Listen to our careers episode produced with Wunder Capital. We talked with Wunder
Wed, March 06, 2019
Watt It Takes: Terry Jester Brings 40 Years of Solar Experience to Startups
This week on Watt It Takes : Terry Jester has seen it all in her four-decade career in solar and electronics. As both an engineer and an executive, she’s learned that timing is everything in the energy business. “I think as I’ve gotten older, I understand when best to strike…a good idea can not make it for bad timing, and a bad idea can go too far.” In this episode, Powerhouse CEO Emily Kirsch sits down with Terry, who is now chief executive of SolPad, maker of a modular home solar-storage system. Terry started her career at ARCO solar in 1979, where she worked on making products that could last decades. She’s since held operations or engineering positions at Shell, Siemens, SunPower, SolarWorld and Solaria — witnessing the initial evolution and eventual explosion of solar firsthand. Terry is now in the startup world, where she’s trying to help SolPad carve out a niche in the market for home solar-battery systems. So we’re going to hear about how she’s applying operations lessons from big corporations to a startup. This conversation was recorded live at the Women of Renewable Industries and Sustainable Energy forum in Denver, CO. Watt It Takes is a collaboration between Powerhouse and Greentech Media. The series is normally recorded in front of a live audience at Powerhouse headquarters in Oakland, California. Buy tickets for upcoming events. Support for this podcast comes from Dandelion Energy, the leading home geothermal company. Dandelion is making it easier for homeowners to get geothermal. Customers who switch to geothermal heating save on average $2,250 per year. See if your home qualifies . We're also brought to you by Wunder Capital. Wunder Capital is the leading commercial solar financing company in the United States. Click here to find out how Wunder Capital can help you finance your next commercial solar project. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Tue, March 05, 2019
Risks and Rewards of Latin America's Solar Boom [Special Content From NEXTracker]
This week, we’ve got a bonus episode produced in collaboration with NEXTracker. It’s all about the risks and rewards of doing business in the roaring Latin American solar market. We are speaking with two of the most in-the-know people on the subject. We’re joined by Manan Parikh, Wood a solar analyst focused on the Americas for Wood Mackenzie Power & Renewables. And we’ll hear from Alejo Lopez, a senior director at NEXTracker, who’s helped grow a 3-gigawatt pipeline of trackers in Latin America — resulting in some of the cheapest and grandest solar projects in the world. Auctions in Mexico, Chile, Argentina, Colombia, and Brazil are unleashing extremely low prices — between 2 and 3 cents a kilowatt-hour. As a result, the region is actually the strongest for trackers compared to the rest of the world. It’s also a pretty crazy place to do business. Every country is very different. Political and economic volatility can make markets super hot one year, and then nonexistent the next. And ultra-low prices aren’t always healthy. Still, Wood Mackenzie Power & Renewables projects exponential growth for Latin America — making it 10% of the global market within the next few years. So what does exponential growth look like? And what do solar markets based on unsubsidized, extremely low priced projects mean for businesses? Learn about how NEXTracker helped deliver 754 megawatts of trackers to the largest solar project in the Americas. Listen to our episode of Watt It Takes with NEXTracker CEO Dan Shugar, a solar pioneer. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Thu, February 28, 2019
Is Climate Delayism the New Denialism?
We weren’t planning on making the Green New Deal a weekly item on the show. Then a video of Senator Dianne Feinstein dropped over the weekend, where she appears to lecture climate-protesting kids. It set off a chain reaction of outrage. The social media fervor has since died down, but some really interesting journalism was left in its wake. This whole affair highlighted the crazy upheaval in climate politics — we’re going to tackle some of the bigger questions raised. Are kids a legitimate constituency? What makes climate politics so different from other issues? Are climate delayers as bad as climate deniers? What’s the end game for Democrats? Then, another ethics conflict for Trump’s energy people. We’ll talk about an EPA official who worked with a secretive utility group that lobbies against air pollution regulations, just months before he took a role regulating air pollution. Zack Colman of Politico joins us to talk about the ties he uncovered. What do they tell us about the state of lobbying ethics and utility power in the nation’s capital? Don’t forget about our live show on April 4 at the MIT Energy Conference in Cambridge, Massachusetts. Listeners get 10% off using the code “energygang” when they buy a ticket. Get tickets: bit.ly/mitenergygang Read along with us: The New Yorker : The Hard Lessons of Dianne Feinstein’s Encounter With the Young Green New Deal Activists Axios : Dianne Feinstein's Green New Deal Video Basically Explains the Debate on Fighting Climate Change Atlantic : Dianne Feinstein Doesn’t Need a Do-Over Politico: Documents Detail Multimillion-Dollar ties Involving EPA Official, Secretive Industry Group Support for this podcast comes from Dandelion Energy, the leading home geothermal company. Dandelion is making it easier for homeowners to get geothermal. Customers who switch to geothermal heating save on average $2,250 per year. See if your home qualifies . We're also brought to you by Wunder Capital. Listen to our careers episode produced with Wunder Capital. We talked with Wunder CTO Dave Riess about the framework he used to completely change his career path into solar — eventually co-founding a successful company
Thu, February 21, 2019
How Trump's Tariffs Hit US Solar, One Year On
It’s been one year since the Trump White House slapped 30 percent tariffs on solar cells and modules imported into the US. What happened since? The solar industry said tariffs would destroy tens of thousands of jobs and set the market back years. Turns out, the market is a lot more resilient than presumed. We now have the jobs numbers and installation data for 2018 — and yes, the tariffs definitely hurt solar, but not nearly as much as expected. We’ll take stock of how tariffs shaped America’s solar market over the last year, both bad and good. Then, Shell continues its distributed-energy acquisition spree. The oil giant just scooped up German battery services company sonnen — one month after buying EV charging firm Greenlots in January. What’s the end game? We’ll end with a Trump Administration plan to freeze lighting standards. Is this Trump’s vendetta against hipster bars using globe lights and Edison bulbs? We’re doing a live show at the MIT Energy Conference on April 4 in Cambridge, Massachusetts. Follow this link and use the promo code “energygang,” and we’ll give you a 10% discount on your ticket. Come join us for a fun live show on the energy picture in 2040. Recommended reading: GTM : New Tariffs to Curb US Solar Installations by 11% Through 2022 GTM : US Solar Job Numbers Decline for the Second Consecutive Year GTM : Oil Supermajor Shell Acquires Sonnen for Home Battery Expansion ACEEE : Rollback of Light Bulb Standards Would Cost Consumers Billions Support for this podcast comes from Dandelion Energy, the leading home geothermal company. Dandelion is making it easier for homeowners to get geothermal. Customers who switch to geothermal heating save on average $2,250 per year. See if your home qualifies . We're also brought to you by Wunder Capital. Wunder Capital is the leading commercial solar financing company in the United States. Listen to our special podcast episode on careers produced in partnership with Wunder. Subscribe to The Energy Gang podcast via <a href="https://itunes.apple
Thu, February 14, 2019
Parsing the Green New Deal
The Green New Deal plan is out, and we’re suddenly having a national conversation about climate change again. It’s also injecting some early drama into the presidential primaries. This week, we’re digging into the plan. We’ll tell you what’s in it, assess the reactions, and look at whether it will amount to anything. Also: is the democratic-socialist agenda antithetical the “creating climate wealth” framing — or complimentary? Then, recycling is in crisis. You’re probably recycling wrong. China is cracking down. And your city is probably losing money. We’ll ask how to address it. Finally, lab-grown meat and meat alternatives are facing a backlash from the meat industry. Bills are getting introduced in states around the country to prevent companies from using the word "meat." Could it set the industry back just as these products are gaining traction? We’re doing a live show at the MIT Energy Conference on April 4 in Cambridge, Massachusetts. Follow this link and use the promo code “energygang,” and we’ll give you a 10% discount on your ticket. Come join us for a fun live show on the energy picture in 2040. Recommended reading: Read the Green New Deal resolution Politico : The Impossible Green Dream of Alexandria Ocasio-Cortez Vox : The Green New Deal Is a 2020 Litmus Test Financial Times : Why the World’s Recycling System Stopped Working New York Times : You Call That Meat? Not So Fast, Cattle Ranchers Say Support for this podcast comes from Dandelion Energy, the leading home geothermal company. Dandelion is making it easier for homeowners to get geothermal. Customers who switch to geothermal heating save on average $2,250 per year. See if your home qualifies . We're also brought to you by Wunder Capital. Wunder Capital is the leading commercial solar financing company in the United States. Click here to find out how Wunder Capital can help you finance your next commercial solar project. Subscribe to The Energy Gang podcast via
Fri, February 08, 2019
Watt It Takes: How David Crane Jolted the Power Sector
This week on Watt It Takes : How David Crane worked his way up in the power business to become CEO of NRG Energy — only to get tossed out of the job for his bold stance on climate. In this episode, Emily Kirsch talks with Crane about taking risks in the conservative power industry. We’re going to hear from Crane about why being a CEO is so lonely, how his open exit letter to NRG employees went viral, the best investment he ever made, and his early career. Watt It Takes is a collaboration between Powerhouse and Greentech Media. The series is recorded in front of a live audience at Powerhouse headquarters in Oakland, California. Buy tickets for upcoming events. Subscribe to GTM podcasts via Apple Podcasts , Google Play , Stitcher or wherever you find your audio content. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Tue, February 05, 2019
The Interchange: Utilities vs Oil Majors vs Mobility Providers vs Big Tech
This week: a battle Royale for energy dominance. We're cross-posting an episode from our other Greentech Media podcast, The Interchange . The competitors: utilities, oil & gas majors, mobility providers and big tech. We’re pitting them against each other inside of a voice-activated, electrified cage to see who will emerge as the energy company of the future. Subscribe to The Interchange podcast via Apple Podcasts , Google Podcasts , Stitcher , Spotify or wherever you find your audio content. Or integrate our RSS feed into the app of your choice. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Thu, January 31, 2019
The Debate Over America's 2050 Energy Mix
What will the U.S. grid mix look like in 2050? It depends on which models you follow. The future according to the Energy Information Administration's latest report : wind will stop growing, coal will stop declining, demand for electricity will keep going up, and emission reductions will moderate. A lot of people are unhappy about it. It's no secret that EIA is ultra-conservative in its modeling. But why is there such a disconnect from the technological and economic shifts in energy markets? And why does EIA have such a hard time mapping technological change? We'll offer some solutions to the government's data problem. Then: cancel your trip to Disneyland, stock up on Coca-Cola, and hoard as many iPhones as possible. We'll look at how the world’s biggest companies are detailing their risks to climate change. Finally, we'll end on a philosophical note: who is to blame for climate change? Individuals? Companies? Governments? We'll take a cue from an articulate 16-year-old in Davos. Don't forget to rate and review us on Apple podcasts . We're giving away a free subscription to GTM Squared to the person who writes the most interesting review by February 1. Read along with us: InsideClimate News : What the Government Misses in Its Energy Outlook and Why It Matters Utility Dive : US Far Off Track for Global Climate Goals as Fossil Fuel Reliance Persists Twitter : Jesse Jenkins thread on EIA data Twitter : Alex Gilbert reactions to EIA data Bloomberg : Corporate America Is Getting Ready to Monetize Climate Change Barron's : Climate Change Could Hit These Companies Hardest LinkedIn : Discussion of Greta Thunberg's Davos Speech Support for this podcast comes from Wunder Capital. Wunder Capital is the leading commercial solar financing company in the United States. <a href="http://wundercapital.com/financing"
Thu, January 24, 2019
A New Paradigm for Energy Efficiency
What is energy efficiency? That sounds like a pretty simple question. But it’s not. Defining efficiency used to be pretty straightforward: weatherize, upgrade equipment and lighting, use a bit of social science to cut consumption. But now efficiency is becoming just as much about shaping demand in real-time to support distributed energy. And that’s shaping how it gets defined, implemented and tracked. A confluence of factors — the rise of new consumer tech in the home, bundled distributed energy offerings, a shifting demand curve due to PV, improvements to data collection, and the “electrify everything movement — are changing efficiency's role on the grid. We'll discuss this changing paradigm in our first segment. Then, we'll move to electrification. Why are heat pumps suddenly getting so much attention? And how can they help meet efficiency and decarbonization goals? Finally, we'll end with an update on how global power brokers are thinking about energy at the World Economic Forum in Davos, Switzerland. Katherine comes to us from the event. Don't forget to rate and review us on Apple podcasts . We're giving away a free subscription to GTM Squared to the person who writes the most interesting review before the end of January. Read along with us: Twitter thread of efficiency resources suggested by listeners ACEEE : Snapshot of Energy Efficiency Performance Incentives for Electric Utilities Nexant : The Need for a Holistic Electrification Strategy GTM : Electric Heating Accelerates the Push for Deep Decarbonization, but Cost Remains an Issue GTM : Electric Heat Pumps Can Slash Heating Emissions by More Than Half in California Homes Strategen Consulting : Is the "Duck Curve" Eroding the Value of Energy Efficiency? Support for this podcast comes from Wunder Capital. Wunder Capital is the leading commercial solar financing company in the United States. Click here to find out how Wunder Capital can help you finance your next commercial solar project. Subscribe to The Energy
Thu, January 17, 2019
PG&E's Looming Historic Bankruptcy
We are about to witness one of the most contentious and consequential bankruptcies in the history of energy. PG&E, California’s biggest utility, is reeling from wildfire costs — and it is now headed to the courts, where it will likely be dismantled. Will it crush California’s goals to clean up the electric grid? Or will lawmakers step in with a political fix? The stakes couldn’t be higher. We’re going to tackle the big questions raised by PG&E’s spiral. Then, why are hundreds of liberal green groups shutting down every technology except wind and solar as part of the Green New Deal? We’ll discuss a letter has raised a lot of criticism — and risks fighting among allies even before a real plan is considered. Finally, we’ll have a rundown of a terrifying Wall Street Journal story about how the Russians infiltrated dozens of utilities, allowing them to hide out inside the computer systems controlling the grid. Don't forget to rate and review us on Apple podcasts . We're giving away a free subscription to GTM Squared to the person who writes the most interesting review before the end of January. Read along with us: GTM : The Big Questions Raised by PG&E’s Coming Bankruptcy Los Angeles Times : PG&E’s Bankruptcy Could Slow California’s Fight Against Climate Change Jigar's op-ed in The Hill : Modern Energy Infrastructure Could Mitigate California’s Wildfire Crisis Vox : Here’s One Fight the Green New Deal Should Avoid for Now Wall Street Journal : America’s Electric Grid Has a Vulnerable Back Door—and Russia Walked Through It Support for this podcast comes from Wunder Capital. Wunder Capital is the leading commercial solar financing company in the United States. Click here to find out how Wunder Capital can help you finance your next commercial solar project. Subscribe to The Energy Gang podcast via Apple Podcasts , <a href="https://open.spotify.com/show/0GT5BuD3
Wed, January 09, 2019
Government Shuts Down, Pollution Ramps Up
The political insanity in Washington can feel disconnected from reality. But two years into the Trump presidency, Americans all over the country are feeling it in the form of higher pollution. In this week's episode, we're starting off with a look at how the government shutdown and Trump's regulatory rollback are impacting energy-related agencies, and encouraging the discharge of more chemicals, heavy metals and air pollutants. Then Bill Gates is once again talking about the limits of renewables and the importance of nukes. Where does Gates’ message and investment thesis stack up with the reality of the global emissions picture? Finally, we revisit the media and climate change. 60 Minutes is talking about the New Green Deal; Meet the Press devoted an hour to climate; and the New York Times called climate change the most important story of 2018. A sign of things of change in the media environment? Read along with us: New York Times : 'This Is Our Reality Now' The Guardian : Americans' Health at Risk as Shutdown Slashes EPA New York Times : The Most Important Story of 2018 Bill Gates : What I Learned at Work This Year 60 Minutes : A Profile of Alexandria Ocasio-Cortez Jigar Shah : Give Trump Money for a Wall by Funding the Green New Deal Support for this podcast comes from Wunder Capital. Wunder Capital is the leading commercial solar financing company in the United States. Click here to find out how Wunder Capital can help you finance your next commercial solar project. Subscribe to The Energy Gang podcast via Apple Podcasts , Spotify , <
Fri, December 21, 2018
2018 Reflections and Prognostications
This week, it’s our year-ender episode. And you know what that means: we’re going round the horn with our assessment of 2018. First, we’ll discuss the top trends of the year. Then, a roundup of the best energy journalism of 2018. And finally, some predictions for 2019 — with a twist. Here some links to our top journalism choices: “ The Coal Bailout Nobody is Talking About ,” by Joseph Daniel “ Drilled ” podcast, by Amy Westervelt An interview with Ken Ward, jr. about his MacArthur Genius grant for investigative reporting on the coal industry. And Stephen’s other picks for top podcasts of the year. The Energy Gang is brought to you by GE's Reservoir, a modular lithium-ion energy storage system that can slash construction costs by 50 percent. Find out more about what Reservoir can do for your electric grid, solar plant, wind farm, microgrid or thermal power plant. Use the promo code PODCAST to get a $50 discount for a GTM Squared membership this holiday season. Get your GTM Squared discounted membership here . See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Thu, December 06, 2018
Watt It Takes: The Origin Story of Wunder Capital
This week on Watt It Takes : Wunder Capital CEO Bryan Birsic on why he wants to solve the commercial solar financing challenge, when so many others couldn't. "That is what a startup is to me. It's 50 or 100 people who can move a multi-billion-dollar industry in a way that an incumbent with thousands of people and multitudes of resources cannot," says Birsic. Since its launch in 2014, Wunder has exploded onto the solar scene. In this edition of Watt It Takes , Powerhouse CEO Emily Kirsch talks with Birsic about applying the lessons from fintech to cleantech. Watt It Takes is a collaboration between Powerhouse and Greentech Media. The series is recorded in front of a live audience at Powerhouse headquarters in Oakland, California. Buy tickets for upcoming events. This podcast is brought to you by GE's Reservoir, a modular lithium-ion energy storage system that can slash construction costs by 50 percent. Find out more about what Reservoir can do for your electric grid, solar plant, wind farm, microgrid, or thermal power plant. We’re giving listeners major discounts this fall. Use the promo code PODCAST to get a $50 discount for a GTM Squared membership and 20% off our final GTM conferences of the season. Get your GTM conference discount here . Get your GTM Squared discounted membership here . Listen to our other episodes of Watt It Takes: Nancy Pfund’s Pro Tips for Getting Started in Cleantech SunPower Founder Dick Swanson’s Guide to Launching a Cleantech Startup Lessons From the Fall of Sungevity Dan Shugar, the King Midas of Solar A History of Greentech Media With Scott Clavenna Sungage's Sara Ross on Starting a Solar Loan Company Jigar Shah
Wed, November 28, 2018
Can Geothermal Scale?
Back in 2008, there was a lot of excitement about geothermal. Many major banks were backing large-scale geothermal projects around the world; a wide range of startups were promising to unlock new resources; and wind and solar hadn’t shown their explosive growth yet. But then the financial crisis hit. In the decade since, growth in geothermal has been lumpy — relegated to a handful of supportive markets around the world. Why has geothermal grown so slowly compared to other renewables? What’s holding it back? This week, we’re joined by Alexander Richter, the founder of the geothermal news site ThinkGeoEnergy . Alex has experience in project finance, research and journalism. We’ll talk with him about the last decade of geothermal development. Then, in the second half of the show, we discuss the Green New Deal. There’s a movement within the Democratic Party to push climate hard. What’s behind it? How would the New Green Deal work? (For a compliment to this discussion, check out the latest episode of Political Climate.) The Energy Gang is brought to you by GE's Reservoir, a modular lithium-ion energy storage system that can slash construction costs by 50 percent. Find out more about what Reservoir can do for your electric grid, solar plant, wind farm, microgrid or thermal power plant. We’re giving listeners major discounts this fall. Use the promo code PODCAST to get a $50 discount for a GTM Squared membership and 20% off our final GTM conferences of the season. Get your GTM conference discount here . Get your GTM Squared discounted membership here . Subscribe to The Energy Gang podcast via Apple Podcasts , Spotify , Google Play , Stitcher or wherever you find your audio content. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Wed, November 21, 2018
What if Utilities Are to Blame for Wildfires?
California has seen a million and a half acres of forest burned this year. As the state recovers from the devastating Camp Fire and Woolsey Fire, residents are looking for someone to blame. Now attention turns to utilities. Both Southern California Edison and Pacific Gas & Electric are under investigation and facing class-action lawsuits for potentially starting the blazes. What happens to utilities if they are found at fault? And how do you protect a vulnerable electric grid as these fire get worse and worse? We'll discuss. Then, we’ll mark the Thanksgiving week in the second half of the show. We’ll each share our picks for the top turkey of 2018. Who made the biggest blunders this year? Recommended reading: GTM : If Wildfires Drive PG&E Into Bankruptcy, What Happens to Renewable Energy Contracts? SF Chronicle : California Regulator Lays Groundwork for PG&E Bailout National Geographic : See How a Warmer World Primed California for Large Fires The Energy Gang is brought to you by GE's Reservoir, a modular lithium-ion energy storage system that can slash construction costs by 50 percent. Find out more about what Reservoir can do for your electric grid, solar plant, wind farm, microgrid, or thermal power plant. We’re giving listeners major discounts this fall. Use the promo code PODCAST to get a $50 discount for a GTM Squared membership and 20% off our final GTM conferences of the season. Get your GTM conference discount here . Get your GTM Squared discounted membership here . Subscribe to The Energy Gang podcast via Apple Podcasts , Spotify , Google Play , Stitcher or wherever you find your audio content. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at <a href="https
Thu, November 15, 2018
Watt It Takes: The Origin Story of Sunrun
This week on Watt It Takes : How Sunrun CEO Lynn Jurich convinced homeowners and banks to invest millions into third-party rooftop solar during the great recession. “Everybody said it won’t work. We took it as a challenge,” says Jurich. “And so we just went for it.” Sunrun was a pioneer in residential solar services. Unlike some of its fallen brethren pushing the national model, Sunrun grew at a much more sustainable clip. Today, the company is at the top of its game. Sunrun installed 100 megawatts of residential solar last quarter. It will likely install 5,000 residential batteries. It’s now partnering with utilities on using those batteries and rooftop systems as a virtual power plant. In this edition of Watt It Takes , Powerhouse CEO Emily Kirsch talks with Jurich about how she went from begging homeowners at county fairs to signing hundreds of thousands of customers. This podcast is brought to you by GE's Reservoir, a modular lithium-ion energy storage system that can slash construction costs by 50 percent. Find out more about what Reservoir can do for your electric grid, solar plant, wind farm, microgrid, or thermal power plant. We’re giving listeners major discounts this fall. Use the promo code PODCAST to get a $50 discount for a GTM Squared membership and 20% off our final GTM conferences of the season. Get your GTM conference discount here . Get your GTM Squared discounted membership here . Subscribe to The Energy Gang podcast via Apple Podcasts , Google Play , Stitcher or wherever you find your audio content. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Thu, November 08, 2018
Post-Election Punditry
This week: we make sense of America’s midterm elections. Will Democrats do anything on energy in the House? Why did so many ballot initiatives fail? What does the score tell us about the value of running as a climate hawk? First, we’ll look at what happened in states with major ballot questions on carbon pricing, market design and renewables. Then, what happens over the next two years under Democratic leadership in the House. Finally, some specific races we were watching and why. We’re giving listeners major discounts this fall. Use the promo code PODCAST to get a $50 discount for a GTM Squared membership and 20% off our final GTM conferences of the season. Get your GTM conference discount here . Get your GTM Squared discounted membership here . The Energy Gang is brought to you by GE's Reservoir, a modular lithium-ion energy storage system that can slash construction costs by 50 percent. Find out more about what Reservoir can do for your electric grid, solar plant, wind farm, microgrid or thermal power plant. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, October 26, 2018
How the 2008 Financial Crisis Shaped Clean Energy
Ten years ago this week, stock markets around the world cratered as fears grew that the global economy was headed into a deep, dark recession. Alan Greenspan called it “a once-in-a-century credit tsunami.” Today, we are still feeling the economic and geopolitical consequences of the financial crisis. Energy markets were also transformed as a result — often in surprisingly positive ways. In this episode of The Energy Gang , we’ll discussing the impact of the 2008 market meltdown a decade on. Would clean energy have received the same kind of government support without the crisis? Then, we’ll turn to biomass. Biomass is one of the world’s top renewable resources for heat and electricity, but it’s facing some serious challenges, particularly here in the U.S. We’ll detail some of those problems. Finally, Canada is putting a national carbon tax in place. How will it work? And can Prime Minister Trudeau rally Canadians in conservative-leaning provinces behind it? The Energy Gang is brought to you by GE's Reservoir, a modular lithium-ion energy storage system that can slash construction costs by 50 percent. Find out more about what Reservoir can do for your electric grid, solar plant, wind farm, microgrid, or thermal power plant. Recommended reading/listening: Axios : The Financial Meltdown's Green Aftermath This American Life : The Giant Pool of Money (Stephen's free electron pick) Power Magazine : U.S. Biomass Power, Dampened by Market Forces, Fights to Stay Ablaze Bloomberg : Trudeau Imposes Carbon Tax, With Rebates, on Four Provinces Check out more energy-themed Halloween costume ideas on twitter. Subscribe to The Energy Gang podcast via Apple Podcasts , Google Play , Stitcher or wherever you find your audio content. See Privacy Policy at https://art19.com/priv
Thu, October 18, 2018
Trump's Coal Bailout Stalls; Brexit Looms Large for Energy
This week: the White House abandons a plan to save coal plants. Did Trump read the IPCC’s latest report and have a change of heart? Turns out, the legally-flimsy effort caved under its own weight. We’ll explain. Then, failing Brexit talks weigh heavily on energy companies in the UK. If a deal can’t be struck with the EU, what will happen to energy markets? Finally, Illinois came out of nowhere with an ambitious community solar program. But it’s gone nowhere. What happened? Recommended reading: Politico : Rick Perry’s Coal Rescue Runs Aground at White House Bloomberg : Report Debunking Trump’s Coal Plan Is Under Review, Administration Says GTM : No-Deal Brexit Leaves Renewables Exposed GTM : Inside the ‘Chaos’ Enveloping Illinois’ Distributed Solar Market Subscribe to The Energy Gang podcast via Apple Podcasts , Google Play , Stitcher or wherever you find your audio content. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Thu, October 11, 2018
Debating the New IPCC Report: Hellish or Hopeful?
For two years, the Intergovernmental Panel on Climate Change has been working on a new analysis about global emissions pathways. The report was released this week — and the conclusion is pretty dire. Or is it actually more hopeful than it appears? This week, we’ll discuss the IPCC’s findings, debate the tone, and dissect media coverage of the report. Then, Orsted, the Danish mega-energy producer, is buying a leading American offshore wind developer. What does it say about the coming rush of offshore activity? And finally, over to biofuels. President Trump is asking the EPA to lift restrictions on higher ethanol-gasoline blends in the summer. Farmers love it. The oil industry hates it. What was the political calculus? Subscribe to The Energy Gang podcast via Apple Podcasts , Google Play , Stitcher or wherever you find your audio content. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Mon, October 08, 2018
Live in NYC: Are We Making Progress?
This week, we're live in New York City. Our theme: are we making progress? We're joined by special guest Eric Roston, the sustainability editor at Bloomberg. A big thanks to the Urban Future Lab, ACRE and Solar One for organizing the show as part of Clean Energy Connections. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Tue, September 25, 2018
Watt It Takes: How to Fly a Solar Airplane Around the World
For all our East Coast fans of The Energy Gang : make sure to get your tickets for our live show on October 4 in New York City! Find them here . This week on Watt It Takes: Why one man spent 15 years of his life obsessed with flying a solar airplane around the world. We’re going to hear from Bertrand Piccard, a Swiss-balloonist-turned-futurist who co-piloted Solar Impulse, the first solar-electric airplane to navigate the globe. Piccard is a very inspiring person. His entire mission was to do the impossible so that he could prove what is possible with renewable energy. “We gave a new understanding of the level of complexity that renewable energies can solve. If you can fly around the world in a solar airplane, you can do everything,” says Piccard. Powerhouse CEO Emily Kirsch sat down with Piccard to hear more about the 15 years of work that went into his historic flight – and about the deep family history that influenced him. Buy tickets to future Watt It Takes events here . See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, September 21, 2018
Hurricane Redux: Toxic Sludge, Climate Denial and Battery Storage
Before you do anything else, buy tickets to our live show on October 4 in New York City. It sells out fast, so get your tickets now! One year after Hurricanes Harvey and Maria crushed Texas and Puerto Rico, Florence became one of the ten costliest hurricanes in U.S. history. North Carolina is still reeling from severe flooding. And like Houston last year, the damage was made worse because of coastal development policies — even while state scientists sounded the alarm about rising sea levels. We’re going to recap where things stand. Then, residential battery storage. All these storms are creating new demand for batteries. It’s changing solar. We’ll discuss how much. And then the billion-dollar pickup for Lucid Motors. Weren’t the Saudis supposed to take Tesla private? How did they end up throwing a $1 billion into lesser-known electric car company? The Energy Gang is brought to you by Mission Solar Energy, a solar module manufacturer based in San Antonio, Texas. Mission Solar's high-performance solar panels have the highest testing ratings among any North American manufacturer in the market. Learn more about Mission's high-efficiency modules. Recommended reading: New York Times : North Carolina, Warned of Rising Seas, Chose to Favor Development GTM : Clean Energy Players Weather Florence Forbes : Hurricane Florence Brings The Issue Of Coal Ash Back To The Surface GTM : Residential Storage Has Jumped Ahead. Can Utilities Keep Up? Bloomberg : Saudi Wealth Fund to Invest $1 Billion in Tesla's Rival Lucid Vox : The Public Wants 100% Renewable Energy, and Quick Subscribe to The Energy Gang podcast via Apple Podcasts , Google Play , <a href="https://www.s
Thu, September 13, 2018
Watt It Takes: How Sunnova's John Berger Convinced Oil & Gas Investors to Believe in Solar
This week on Watt It Takes : How a Texas entrepreneur with fossil fuel roots came to see solar and storage as the future of energy. We feature a conversation with John Berger, the CEO of the residential solar-and-storage firm Sunnova, about his mission to convince traditional energy investors to put their money into solar. Sunnova has pulled in tens of millions of dollars from investors who once thought solar was laughable. "I'm proud of getting a bunch of oil and gas money. I worked hard to get that money. And I want a lot more of it. The reason is that there's been a lot of success — whether you love it or not — there's been a lot of financial success in oil and gas and there's a lot of really talented companies that have built big companies. And we need them to start putting their money in this space," says Berger. Today, Sunnova is the fourth-biggest third-party solar provider in America, according to Wood Mackenzie's U.S. Distributed Solar Service . Berger’s path is different than a lot of others in residential solar, who’ve mostly come tech, finance, or the environmental world. In this edition of Watt It Takes , Powerhouse CEO Emily Kirsch talks with Berger about his time at Enron, his belief in battery storage, his focus on resiliency in Puerto Rico, and his leadership strategy. Watt It Takes is a collaboration between Powerhouse and Greentech Media. The series is recorded in front of a live audience at Powerhouse headquarters in Oakland, California. Buy tickets for upcoming events. The Energy Gang is brought to you by Mission Solar Energy, a solar module manufacturer based in San Antonio, Texas. Mission Solar's high-performance solar panels have the highest testing ratings among any North American manufacturer in the market. Learn more about Mission's high-efficiency modules. Listen to our previous episode of Watt It Takes : Nancy Pfund’s Pro Tips for Getting Started in Cleantech SunPower Founder Dick Swanson’s Guide to Launching a Cleantech Startup Lessons From the Fall of Sungevity Dan Shugar, the King Midas of Solar <a href
Thu, September 06, 2018
California's 100% Clean Energy Gambit
This week: California passes a bill to source 100% clean electricity by 2045. What does that actually mean? And more importantly, how will the target be met? Then, writing in the New York Times this weekend, journalist Bethany McLean warned about fracking’s financial bubble. Is this a dire warning or a re-hash of old arguments? We’ll end with a look at battery materials. Sustainability concerns are growing, while markets for lithium, nickel and cobalt fluctuate wildly. Are EVs and stationary storage batteries already shaking things up? Recommended reading/listening: Political Climate : Taking 100% Clean Energy From ‘Radical’ to ‘Political Reality’ New York Times : The Next Financial Crisis Lurks Underground GTM : Battery Markets and Metals Markets Have Officially Collided The Energy Gang is brought to you by Mission Solar Energy, a solar module manufacturer based in San Antonio, Texas. Mission Solar's high-performance solar panels have the highest testing ratings among any North American manufacturer in the market. Learn more about Mission's high-efficiency modules. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Thu, August 30, 2018
1979-1989: The Decade We Almost Saved the Planet
This week, we're using an entire episode to discuss an ambitious piece of reporting on climate change. Earlier this month, the New York Times Magazine devoted an entire issue to a specific period of time in modern history: 1979 and 1989. It was a time when we first reckoned with the impact of climate change — a period of great awakening in science, politics and industry to the threat of greenhouse gases. As we’re painfully aware, that awakening didn’t turn into action. The 31,000-word piece weaves together a narrative to help explain why — when everyone seemed to be on the same page about the threat — we failed. We talk with Author Nathaniel Rich about the reason he wrote the piece, detail some of the most important moments during the decade, and address criticisms. The Energy Gang is brought to you by Mission Solar Energy, a solar module manufacturer based in San Antonio, Texas. Mission Solar's high-performance solar panels have the highest testing ratings among any North American manufacturer in the market. Learn more about Mission's high-efficiency modules. Recommended reading: New York Times : The Decade We Almost Stopped Climate Change Atlantic : The Problem With The New York Times ’ Big Story on Climate Change Guardian : 30 Years on, World Is Failing 'Miserably’ to Address Climate Change Subscribe to The Energy Gang podcast via Apple Podcasts , Google Play , Stitcher or wherever you find your audio content. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Wed, August 22, 2018
Watt It Takes: The Promise of Electric Buses With Proterra CEO Ryan Popple
This week on Watt It Takes : How Ryan Popple’s experience in the military, Tesla and venture capital helped him lead electric bus maker Proterra. “It’s good for the ‘keep calm and carry on mentality’ when people tend to bring me a box of broken parts. So if you’re the founder or CEO of an organization, you shouldn’t be surprised when most of what is brought to you is bad news.” Proterra is on a roll. The company is a leading manufacturer of heavy-duty electric buses in North America, with over 50 customers, a one-year backlog and vehicles on the road in two dozen cities. The company’s current pipeline represents 10 percent of the US transit fleet. It took many years to reach this stage. Proterra faced numerous difficult technical re-designs and slow customer adoption over the last decade. In this interview, Popple reflects on how the company moved through the valley of death. Watt It Takes is a collaboration between Powerhouse and Greentech Media. The series is recorded in front of a live audience at Powerhouse headquarters in Oakland, California. Buy tickets for upcoming events. The Energy Gang is brought to you by Mission Solar Energy, a solar module manufacturer based in San Antonio, Texas. Mission Solar's high-performance solar panels have the highest testing ratings among any North American manufacturer in the market. Learn more about Mission's high-efficiency modules. Subscribe to The Energy Gang podcast via Apple Podcasts , Google Play , Stitcher or wherever you find your audio content. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Thu, August 16, 2018
One Trillion Watts of Wind and Solar
There are now one trillion watts of wind and solar installed around the world, according to new figures from BNEF . It took a few decades to get here, but it’ll only take five years to do it again — and nearly 50 percent cheaper. Now that we’ve reached the terawatt scale, the true acceleration begins. This week on the podcast, we'll contextualize that landmark for renewables. Then, we'll discuss Tesla’s privatization debacle. Musk claimed on twitter that he has a plan to take Tesla private. Insiders said he didn’t. The board said it was never notified. Securities lawyers said Musk is flirting with the law. We’ll explain what’s going on. We end in Germany, where a new commission is planning an end to coal in the country. Can it be a model for other industrialized countries? The Energy Gang is brought to you by Mission Solar Energy, a solar module manufacturer based in San Antonio, Texas. Mission Solar's high-performance solar panels have the highest testing ratings among any North American manufacturer in the market. Learn more about Mission's high-efficiency modules. Recommended reading: BNEF : World Reaches 1,000GW of Wind and Solar, Keeps Going New York Times : Tesla Directors, in Damage Control Mode, Want Elon Musk to Stop Tweeting GTM : A Timeline of Tesla's Privatization Saga GTM : German Commission Grapples With an End to Coal: ‘The Biggest Story No One Is Talking About’ Subscribe to The Energy Gang podcast via Apple Podcasts , Google Play , Stitcher or wherever you find your audio content. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19
Wed, August 08, 2018
Introducing Political Climate
The Gang is on summer vacation this week. We'll be back soon with our regular analysis and debate on the stories in energy. Meanwhile, we'd like to introduce you to Political Climate , GTM's newest podcast hosted by Senior Editor Julia Pyper. The show features healthy debates from Republicans and Democrats over the politics of energy and climate. Enjoy this bonus episode and share your feedback with The Energy Gang and Political Climate on Twitter. Subscribe to Political Climate via Apple Podcasts , Google Play , TuneIn , Overcast , Stitcher and Spotify . See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Mon, July 30, 2018
Watt It Takes: How Schwarzenegger’s Chief of Staff Built a Battery Company
This week on Watt It Takes: We’ll hear from Susan Kennedy , the CEO of Advanced Microgrid Solutions, about her transition from politics to behind-the-meter energy storage. Kennedy was an important player in California environmental politics. She influenced some of the biggest pieces of legislation that launched the state’s solar industry and cap-and-trade market. She also worked as a senior advisor to some the biggest names in both parties, including Dianne Feinstein and Arnold Schwarzenegger. After two decades in policy and politics, Kennedy set out to build a company that could take on the unique challenges of distributed energy integration. AMS was born. It has since become one of the most important startups in the booming behind-the-meter storage market. "You have to believe that you can do anything. You have to have courage and faith to do what you've never done before." Watt It Takes is a collaboration between Powerhouse and Greentech Media. The series is recorded in front of a live audience at Powerhouse headquarters in Oakland, California. Buy tickets for upcoming events. The Energy Gang is brought to you by Mission Solar Energy, a solar module manufacturer based in San Antonio, Texas. Mission Solar's high-performance solar panels have the highest testing ratings among any North American manufacturer in the market. Learn more about Mission's high-efficiency modules. Subscribe to The Energy Gang podcast via Apple Podcasts , Google Play , Stitcher or wherever you find your audio content. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, July 27, 2018
A Grab Bag With Vox's David Roberts
This week, David Roberts, a staff writer at Vox, joins the gang to talk about a wide range of topics in the news. How would a good carbon tax work? Are we fooling ourselves thinking Republicans will ever support one? In the absence of a carbon price, is 100% renewable energy good politics? Is it good policy? Should we bail out nuclear? Can renewables fill in the gap created by closing nuke plants? What should we be hopeful about? We’ll spend the second half of the show talking about electric buses. Jigar’s company, Generate Capital, is deploying $200 million for electric bus leases. Are we reaching a tipping point for transit? The Energy Gang is brought to you by Mission Solar Energy, a solar module manufacturer based in San Antonio, Texas. Mission Solar's high-performance solar panels have the highest testing ratings among any North American manufacturer in the market. Learn more about Mission's high-efficiency modules. Subscribe to The Energy Gang podcast via Apple Podcasts , Google Play , Stitcher or wherever you find your audio content. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Wed, July 18, 2018
Trump, Putin and European Gas
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Thu, July 12, 2018
The Billion-Dollar Crash of Better Place
Dozens of companies across solar, batteries and biofuels have imploded over the years. But it's hard to match the spectacular implosion of Better Place five years ago. Better Place rose to fame in 2007, pulling in nearly $1 billion of venture capital by promising to put millions of cheap electric cars and battery switching stations on roads around the world. It fell nearly as quickly into bankruptcy after a series of poor decisions, market twists and bitter internal disputes. A new book on the company's history, Totaled: The Billion-Dollar Crash of the Startup that Took on Big Auto, Big Oil and the World , uncovers lots of engrossing details on Better Place's quixotic mission to revolutionize electric vehicles. On this week's Energy Gang podcast, we're talking to author Brian Blum about the Israeli EV company's rise and demise. "When you're an entrepreneur of any size, being able to change and to iterate is going to make your company a success. And Better Place really didn't do that," said Blum. Blum will also talk about his personal experience with Better Place's car made in collaboration with Renault. Later in the show, what does Donald Trump’s Supreme Court pick mean for environmental and energy law? We’ll look at the record of Judge Brett Kavanaugh. The Energy Gang is brought to you by Mission Solar Energy, a solar module manufacturer based in San Antonio, Texas. Mission Solar's high-performance solar panels have the highest testing ratings than any North American manufacturer in the market. Learn more about Mission's high-efficiency modules. Recommended reading and listening: Israel Story podcast : A Better Place? Fast Company : The Spectacular Failure of The Startup That Was Going to Change The World New York Times : How Brett Kavanaugh Could Reshape Environmental Law From the Supreme Court Subscribe to The Energy Gang podcast via Apple Podcasts , Google Play , Stitcher or wherever you find your audio content. And while you're there, subscribe to our other podcasts, <a href="https://itunes.apple.com/us/podcast/the-interch
Thu, July 05, 2018
Fantasy Sports for Energy Nerds
Like fantasy sports? Listen to our deep decarbonization draft. The Energy Gang is break this week for the July 4 holiday. We'll be back next week. In the meantime, we're offering up a re-run from The Interchange. In this episode, Shayle and Stephen choose their rosters of nine technologies to decarbonize the global economy. The goal: find the best resource mix to keep global temperatures below 2 degrees Celsius. The draft has nine rounds. The “team” resulting from each person’s picks will need to stand on its own. Each pick must be a unique technology. For example, “energy efficiency” is not a pick, but “LED lighting” is. Technologies with major subsets must be picked separately. For example, rooftop solar and centralized solar are two different picks. The existing technology mix will stand. (We don’t need to pick “transmission & distribution" in order to have electricity.) The time horizon will be through 2050. The winner will be chosen by listeners. If you like what you hear, subscribe to The Interchange anywhere you get your podcasts! The Energy Gang will be back next week. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Thu, June 28, 2018
We Have a Gas Problem
A new peer-reviewed study in the journal Science gives us a clearer picture of the climate impact of natural gas. According to researchers, methane leakage across oil and gas operations in the U.S. are 60 percent higher than government estimates. Put another way: the methane leakage from oil and gas has the same warming effect over a 20-year time period as all America’s coal capacity in 2015. Natural gas has been vital to lowering power-sector carbon emissions. Are methane leaks reversing that progress? We'll provide some context. Then, we'll talk about how GE and Siemens are grappling with dramatic changes in demand for gas turbines. Both companies are de-emphasizing their gas businesses, while accelerating investments in renewables and efficiency. How will these power giants evolve? This podcast is brought to you by Sense . Sense installs in your home's electrical panel and provides insight into your energy use and home activity through iOS, Android and web apps. Find out more . Recommended reading: Journal Science : Assessment of Methane Emissions From the U.S. Oil and Gas Supply Chain New York Times : The Natural Gas Industry Has a Leak Problem Jesse Jenkins Twitter analysis on the study Richard Meyer Twitter analysis on the study GTM : The ‘New’ New General Electric: Renewables Are In, Distributed Gas Generators Are Out Subscribe to The Energy Gang podcast via Apple Podcasts , Google Play , Stitcher or wherever you find your audio content. And while you're there, subscribe to our other podcasts, The Interchange and Political Climate . See Privacy Policy at <a href="https://art19.co
Tue, June 19, 2018
Watt It Takes: How a NASA Roboticist Built a Groundbreaking Solar Tracker
Leila Madrone was constantly looking for creative ways to use robots. In the mid 2000's, she co-founded a music group called Ensemble Robot, which featured robots that played music. "I had this great passion to use robotics to have meaning in the world," said Madrone. Later, Madrone worked for NASA's intelligent robotics group. Then she caught the solar bug: "Solar seemed like where the most possibility was for the future." She teamed up with Saul Griffith, an expert in self-replicating machines, to start Sunfolding. It started with a seemingly simple idea: Solar trackers move solar panels over the day to create the most energy. But they’re made of heavy, expensive components. What if you could develop a cheaper, more efficient tracker using premium plastic materials and the power of air to maximize energy production? With that idea, Leila built Sunfolding’s AirDrive technology that combines the functionality of motors, gears, dampers and batteries into a single component primarily composed of air. In this edition of Watt It Takes , Powerhouse CEO Emily Kirsch interviews Leila Madrone about her path from music-making NASA roboticist to solar-tracker CEO. This podcast is brought to you by Sense. Sense installs in your home's electrical panel and provides insight into your energy use and home activity through iOS, Android and web apps. Find out more. Watt It Takes is a live interview series produced by Powerhouse in partnership with GTM. The conversation was recorded live in Oakland, California. Listen to our other episodes of Watt It Takes: Nancy Pfund’s Pro Tips for Getting Started in Cleantech SunPower Founder Dick Swanson’s Guide to Launching a Cleantech Startup Lessons From the Fall of Sungevity Dan Shugar, the King Midas of Solar A History of Greentech Media With Scott Clavenna Sungage's Sara Ross on Starting a Solar Loan Company <a href="https://www.greentechmedia.com/articles/read/the-origin-story-of-sunedison#gs.OgB53no"
Thu, June 14, 2018
Tesla's Layoffs: Musk Pushes for Profits
Elon Musk announced Monday that Tesla is laying off 9 percent of salaried employees at the company. This is not the first round of sweeping layoffs at Tesla — the most recent came after the SolarCity acquisition. But this appears to be the biggest so far. We'll discuss Elon's new quest for profitability. Then, we'll cover the never-ending saga in Washington over saving coal plants. The Trump Administration is now trying to invoke national security to prop up closing coal and nuke plants – and the nation’s top energy regulators are giving it the cold shoulder. Finally, The Energy Gang is celebrating its fifth anniversary this week. To mark the occasion, we'll each pick a single moment from the last five years caused an unstoppable ripple in the world of energy. This podcast is brought to you by Sense . Sense installs in your home's electrical panel and provides insight into your energy use and home activity through iOS, Android and web apps. Find out more . Recommended reading/listening: GTM : Tesla to Cut Workforce by 9%; Musk Says It Won’t Affect Model 3 Production Bloomberg : Musk’s Model 3 Miscalculation Culminates in Major Tesla Job Cuts Harvard Law podcast with Ari Peskoe on DOE's coal bailout Bloomberg : Trump Prepares Lifeline for Money-Losing Coal Plants Subscribe to The Energy Gang podcast via Apple Podcasts , Google Play , Stitcher or wherever you find your audio content. And while you're there, subscribe to our other podcasts, The Interchange and Political Climate . See Privacy Policy at <a href="https://art19.com/privacy" rel="noopener noreferrer" target=
Thu, May 24, 2018
Your Questions Answered: The Politics Edition
What’s the optimal way to spend money raised by a carbon tax? How should climate play in Florida’s big toss-up Congressional race? What’s the best energy platform for gubernatorial candidates? This week: your questions answered. We got a bunch of queries from listeners about politics — so that’s the direction we’re headed. We'll discuss what these individual stories tell us about nationwide elections in 2018. The Energy Gang is brought to you by Sense . Sense installs in your home's electrical panel and provides insight into your energy use and home activity through iOS, Android and web apps. Find out more . Recommended reading: PERI report on NY carbon tax : An Economic Framework for Promoting Climate Stabilization and Expanding Good Job Opportunities Miami Herald : Republicans Can’t Generate Buzz for Ros-Lehtinen’s Seat, and Some Say It’s Unwinnable Mother Jones : The Illinois Governor’s Race Is Poised to Become the Most Expensive in History Subscribe to The Energy Gang podcast via Apple Podcasts , Google Play , Stitcher or wherever you find your audio content. And while you're there, subscribe to our other podcasts, The Interchange and Political Climate . See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Thu, May 17, 2018
Electrify Everything: Rethinking Home Performance
There’s a new phrase bouncing around energy circles: Electrify Everything. This week, we talk to Nate Adams, a home performance expert whose personal mission is to rip gas meters out of homes and move us closer toward full electrification. As he’s learned from experience, it’s not easy. The electrification of homes may be getting easier in California, however. In the second half of the show, we’re going to tackle California’s new building codes. Starting in 2020, most new homes will have to come with solar panels on the roof. And there are new incentives for electric space heating and water heating – a very big step toward electrification of everything. The codes have created a very strong reaction, both positive and negative – and we’ll look at both sides. The Energy Gang is brought to you by Sense . Sense installs in your home's electrical panel and provides insight into your energy use and home activity through iOS, Android and web apps. Find out more . Recommended reading: GTM : Electrify Everything! A Practical Guide to Ditching Your Gas Meter GTM : What Does It Take to Electrify Everything in Your Home? Vox : The Key to Tackling Climate Change: Electrify Everything GTM : California Rooftop Solar Mandate to Boost Sales 14% Over 4 Years Bloomberg : California Puts Solar on the Roof and Up For Grabs Vox : California Will Require Solar Panels on All New Homes. That’s Not Necessarily a Good Thing Subscribe to The Energy Gang podcast via Apple Podcasts , Google Play , Stitcher or wherever you find your audio content
Wed, May 09, 2018
Watt It Takes: Billy Parish, From Dropout Activist to Solar CEO
Billy Parish dropped out of college to pursue a career in climate activism. Today, he's the CEO of America's biggest rooftop solar loan company, Mosaic. In this edition of Watt It Takes , Powerhouse CEO Emily Kirsch interviews Parish about his transition from activist to executive. They'll talk about the many iterations of Mosaic, difficulties in raising money from VCs, and Parish's philosophy on building a successful team. Watt It Takes is a live interview series produced by Powerhouse in partnership with GTM. The conversation was recorded live in Oakland, California. This podcast is brought to you by Sense . Sense installs in your home's electrical panel and provides insight into your energy use and home activity through iOS, Android and web apps. Find out more . Listen to our other episodes of Watt It Takes: Nancy Pfund’s Pro Tips for Getting Started in Cleantech SunPower Founder Dick Swanson’s Guide to Launching a Cleantech Startup Lessons From the Fall of Sungevity Dan Shugar, the King Midas of Solar A History of Greentech Media With Scott Clavenna Sungage's Sara Ross on Starting a Solar Loan Company Jigar Shah on the Origin Story of SunEdison Like our shows? Make sure to give The Interchange , The Energy Gang and Political Climate a rating and review on Apple podcasts. And make sure to subscribe to both shows on Apple podcasts, Goo
Fri, May 04, 2018
Mythbusting
We all fall victim to myths. But when they're deeply tied to our belief systems, they can be nearly impossible to break. On this week's show, we're busting some of the most common myths in clean energy: No, storage doesn't necessarily increase emissions. It depends on how it's used . No, solar isn't just for rich Democrats. In California, Republicans are buying solar more often . No, renewable energy doesn't inherently raise electric rates. In fact, U.S. electricity prices have fallen . In the second half of the program, we'll revisit the swampy politics of solar in Alabama, South Carolina and Florida. A battle over net metering wages in South Carolina; a dispute over solar leasing continues in Florida; and a legal fight over solar fees in Alabama escalates. Do you have a question you want us to answer? We want to hear from you. Record yourself asking your question in a quiet room and send your voice memo to podcasts@greentechmedia.com. Maybe we'll answer it in an upcoming episode. The Energy Gang is brought to you by Sense . Sense installs in your home's electrical panel and provides insight into your energy use and home activity through iOS, Android and web apps. Find out more . Subscribe to The Energy Gang podcast via Apple Podcasts , Google Play , Stitcher or wherever you find your audio content. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Wed, May 02, 2018
For Taxis, It's Uber. For Utilities, Could It Be DERs? [Original Content]
This podcast episode sponsored by West Monroe Partners , and brought to you by creative strategies. How do we think about change in the electric utility industry caused by distributed resources? Is it like telecom? Internet-based retail? Sam Uyeno, senior manager in West Monroe Partners’ energy and utilities practice, says that it may be more like ride sharing. As distributed resources flourish, he argues that utilities will have to think about how to leverage new customers within its network — just as Uber came into the taxi market and allowed anyone to become operators. When you consider distributed resource management software, “maybe that’s the Uber.” Utilities are making large investments to keep up with the quickening pace of technological innovation. But it may not be enough to keep up with distributed energy resources. Utilities should also be looking for a new regulatory compact all together, argues Tom Hulsebosch, senior managing director for West Monroe Partner’s Energy & Utilities and sustainability practice. In this podcast, we talk with Hulsebosch and Uyeno about the technology investments and business practices that utilities need to adopt in order to get ahead of the wave of distributed assets connecting to the grid. Recommended reading: Addressing the Challenge of Distributed Energy Resource Growth Positioning Utilities to Win the Battle for Customers New Role for Utilities Leads to Business Opportunities See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, April 27, 2018
A New Era of Grid Planning: "Folks Are Frustrated"
Are we entering a new era of grid planning? In recent years, we've assumed that sweeping reforms are the best way to get distributed energy built. But in pockets of the country, a more localized approach to deploying these assets is taking hold – and it could be the sign of a much bigger shift to come. On this week's Energy Gang, we'll look at Washington, D.C.'s new proposal for an authority that would push PEPCO to consider distributed alternatives to infrastructure projects. Then, why is one of the most progressive utilities in the country slow in scaling distributed energy offerings? We'll look at the mixed experience of Green Mountain Power. Finally, we revisit Puerto Rico. The power is mostly back on, but hurricane season is approaching quickly. What comes next? Do you have a question you want us to answer? We want to hear from you. Record yourself on your phone asking the question in a quiet room and send us your voice memo to podcasts@greentechmedia.com. Maybe we'll answer it in an upcoming episode. The Energy Gang is brought to you by Sense . Sense installs in your home's electrical panel and provides insight into your energy use and home activity through iOS, Android and web apps. Find out more . Recommended reading: GTM Squared : A Radical Approach to Grid Edge Regulatory Reform GTM : Green Mountain Power’s Distributed Energy Business Isn’t Scaling Fast Enough Microgrid Knowledge : The Microgrids Worked as Puerto Rico’s Grid Went Down Again Reveal investigation of Tesla: The Hidden Problems of Silicon Valley Subscribe to The Energy Gang podcast via Apple Podcasts , Google Play , Stitcher or wherever you find your audio content. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at <a href="https://art19.com/privacy
Thu, April 19, 2018
Why SunPower Is Buying SolarWorld USA
SunPower couldn’t convince the Trump Administration to abandon tariffs on imported solar panels. So now it plans to buy one of the companies pushing tariffs in the first place. Yesterday, SunPower unveiled plans to acquire SolarWorld’s U.S. operations. Two months ago, CEO Tom Werner said SunPower was going to divest from America. But now he’s buying his way back in. In this week's episode, we'll explain how Trump's demands for tariffs are shifting the PV manufacturing landscape. Then, 173 countries agreed to cut emissions from the shipping sector by 2050. What are the technological solutions for a sector that could make up one-fifth of global emissions by the middle of the century? We'll end with the latest from Germany. Katherine was in the country getting an update on the closely scrutinized energy transition there — and we’ll get her take on where things stand. The Energy Gang is brought to you by Sense . Sense installs in your home's electrical panel and provides insight into your energy use and home activity through iOS, Android and web apps. Find out more . You can subscribe to Political Climate podcast via Apple Podcasts , Google Play and Stitcher . Recommended reading: GTM : SunPower CEO: SolarWorld Acquisition ‘Aligns Us’ With the Trump Admin Grist : The Shipping Industry Sets Sail Toward a Carbon-Free Future Atlas of Germany's Energiewiende Subscribe to The Energy Gang podcast via Apple Podcasts , Google Play , Stitcher or wherever
Fri, April 13, 2018
Statoil Bets on Floating Wind and Carbon Capture
Statoil is the largest operator of oil and gas rigs around the world. Consequently, the company's biggest low-carbon investments are offshore: floating wind farms and distributed carbon capture and storage. This week, we're talking to Stephen Bull, the VP in charge of Statoil's low-carbon business, about where he sees the most potential. We'll talk to him about the performance of floating wind, the economics of CCS, and whether oil companies are investing enough in their new energy divisions. We'll spend the second half of the show talking about two days of debate in Washington over the future of technology. No, it wasn't Mark Zuckerberg's hearing on Capitol Hill. It was a conference at FERC, where regulators are trying to figure out how to integrate distributed resources into wholesale markets. What did they accomplish? What does it portend for the future of distributed energy? The Energy Gang is brought to you by Sense . Sense installs in your home's electrical panel and provides insight into your energy use and home activity through iOS, Android and web apps. Find out more . Recommended reading: GTM : Statoil Plans to Integrate Battery Storage With Floating Offshore Wind GTM : World’s First Floating Offshore Wind Farm Achieves 65% Capacity Factor After 3 Months Gas Strategies : Carbon Capture & Storage Key to Delivering on the Paris Agreement GTM : Utilities, Grid Operators Tell FERC They Need Real-Time Data to Better Manage DERs Subscribe to The Energy Gang podcast via Apple Podcasts , Google Play , Stitcher or wherever you find your audio content. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at <a href="https://art19.com/privacy#do-not-sell-my-info" rel="noopener noreferrer" target="
Thu, April 05, 2018
Reality Check? Global Fossil Fuel Consumption Grows
After a multi-year decline, global carbon emissions are on the upswing. The International Energy Agency now says that emissions grew in 2017 -- caused by an increase oil, natural gas and coal demand. Nearly three-quarters of new energy demand across the globe was served by fossil fuels. At the same time, America saw another yearly drop in carbon emissions, which IEA says was assisted by renewables. But with more and more carbon-free nuclear plants slated for closure across the U.S., many worry the trend will end. In this week's Energy Gang, we'll look at trends in global energy demand. We'll also look to the situation in the U.S., where concerns about losing nuclear are growing. Then, we'll talk about FirstEnergy Solutions' bankruptcy. Could the company find a way to save its nuclear plants by compromising with renewables advocates? Finally, EPA chief Scott Pruitt is cutting back on Obama-era fuel efficiency standards. We’ll explore the consequences. Are CAFE standards even the right policy? The Energy Gang is brought to you by Sense . Sense installs in your home's electrical panel and provides insight into your energy use and home activity through our iOS, Android, and web apps. Find out more . Recommended reading: EIA : Global Energy and CO2 Status Report Third Way : How Nuclear Retirements Might Undermine Clean Power Plan Progress GTM : FirstEnergy Seeks Bankruptcy Protection for Ailing Coal and Nuclear Subsidiaries GTM : California Girds for Battle as EPA Rules to Weaken Vehicle Emissions Standards R Street Institute : Replacing Fuel-Economy Rules With Clean Tax Cuts Subscribe to The Energy Gang podcast via Apple Podcasts , Google Play , Stitcher or
Thu, March 29, 2018
Trouble at Silicon Valley Car Companies
It’s been a bad couple of weeks for two of Silicon Valley’s top car companies. After a pedestrian was killed by one of Uber’s autonomous cars in Arizona, the company’s AV operations were suspended. Other driverless car companies are now weighing the consequences to the technology, and regulators are asking if we need to slow down real-world testing. Tesla is dealing with two crashes of its own. The crash of a Model X is raising questions about autopilot mode, and its stock has crashed 25 percent this month as investors worry about Model 3 delivery problems. We'll look at the latest for Uber and Tesla in this week's episode. Then, we'll return to Washington. It was also a bad week for Trump, who didn’t get his cuts to energy programs in the latest federal budget. We’ll look at why the GOP is so out of step with the White House on clean energy cuts. This podcast is brought to you by CPower Energy Management. Find out more about CPower's demand-side energy management solutions. Recommended reading: GTM : Arizona Suspends Uber’s Autonomous Cars After a Death. What’s Next for Driverless Cars? GTM : Tesla Hit by Executive Churn, Model 3 Quality Concerns GTM : The President’s Own Party Still Doesn’t Back His Attempts to Dismantle Clean Energy Subscribe to The Energy Gang podcast via Apple Podcasts , Google Play , Stitcher or wherever you find your audio content. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Mon, March 26, 2018
The SunEdison Origin Story
In the early 2000s, investors weren't very interested in SunEdison's business plan to finance solar with power purchase agreements. "No one wanted to hear about physical infrastructure," said Jigar Shah, who drafted the business plan and co-founded the company. It took until 2006 to raise venture capital. But soon after, PPA customers started rolling in: Staples, Ikea, then Whole Foods. "It was an idea who's time had come," said Shah. The PPA is now the backbone of solar. In this week's edition of the live podcast series Watt It Takes , Shah sits down with Powerhouse CEO Emily Kirsch to discuss his career in solar -- from Astropower to the Department of Energy to BP Solar and, eventually, to founding (and leaving) SunEdison. Jigar talks about why he left SunEdison, why he thinks Goldman Sachs was a terrible board member, and why cleantech entrepreneurs are taking really dumb money. Watt It Takes is a live interview series produced by Powerhouse in partnership with GTM. The conversation was recorded live in Oakland, California. This podcast is brought to you by CPower Energy Management. Find out more about CPower's demand-side energy management solutions. Listen to our other episodes of Watt It Takes: Nancy Pfund’s Pro Tips for Getting Started in Cleantech SunPower Founder Dick Swanson’s Guide to Launching a Cleantech Startup Lessons From the Fall of Sungevity Dan Shugar, the King Midas of Solar A History of Greentech Media With Scott Clavenna Sungage's Sara Ross on Starting a Solar Loan Company Like our shows? Make sure to give The Interchange and <a href
Fri, March 16, 2018
EVs, AVs and Sharing: Don't Screw Up the Transportation Revolution
There are three forces coming together in the transportation sector: vehicle autonomy, vehicle sharing, and vehicle electrification. On their own, app-based sharing and electric vehicles are powerful agents of change. Together with automation, "they're revolutionary," argues Dr. Dan Sperling, author of a new book on the subject. "It will change our lifestyles, it'll change the automobile industry, it'll change land use and cities, it'll change energy," he explains on this week's podcast. Sperling is the author of Three Revolutions: Steering Automated, Shared, and Electric Vehicles to a Better Future. He joins us on The Energy Gang for a conversation about whether these revolutions will reinvent -- or ruin -- the way we get around. In the second half of the show, we'll talk about the continued realignment of global energy giants. We’ll run through some of the recent strategy shifts at the world’s top energy companies as they grapple with the clean energy, customer-centric transition. This podcast is brought to you by CPower Energy Management. Find out more about CPower's demand-side energy management solutions. Recommended reading: Amazon : Three Revolutions -- Steering Automated, Shared, and Electric Vehicles to a Better Future. Bloomberg : Only Carpools Can Keep the Driverless Future From Becoming a Nightmare GTM : Statoil Is Now Equinor, in a Rebrand for the Energy Transition GTM : E.ON and RWE Merger to Create New European Giants in Renewables and Retail Energy GTM : Engie Advances ‘Energy Transition’ Plan With Major Stake in Electro Power Systems Subscribe to The Energy Gang podcast via Apple Podcasts , Google Play , <a href="https://www.stitcher.com/po
Tue, March 06, 2018
What Utilities Can Learn From Amazon [Original Content From Tendril]
Amazon's analytical approach to understanding the customer allowed it to move beyond books and dominate the retail space. Entire industries are getting upended and transformed as a result. This story about disruption is a familiar one. We’ve seen how it plays time and time again – and it’s not pretty for the incumbents who fail to catch up with technology. It's a compelling narrative in the utility space, where we are smack in the middle of an Amazon moment. Electricity consumers want choice. They respond to personalization. And there’s a new generation of technology providers who think they can give consumers what they want – better than traditional brick and mortar utilities. And that’s why Tendril CEO Adrian Tuck sees the importance of talking about Amazon as a model. “How did they go from one thing to this broad level of disruption? They massively focused on the customer and what the customer wants. They looked at every piece of the chain and they tried to make everything easier for the customer. They’re really looking at all those pieces and innovated rapidly to make the buying experience compelling and simple to use," said Tuck. In this podcast, we'll talk with Tuck about the future of data acquisition, personalization, demand-side management and utility business models. Recommended reading: Tendril e-book : The Amazon Effect: Energy in the On Demand Era and What It Means for Utilities GTM : Utilities Have the Tools to Unleash the Power of Customers This podcast is brought to you by Tendril, the industry’s leading DSM data analytics software provider. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Thu, March 01, 2018
The Coal Boss, the Comedian and the Squirrel
Last June, comedian John Oliver devoted a long segment to the struggling coal industry on his HBO show Last Week Tonight . He turned his attention to Robert Murray, the CEO of Murray Energy, one of the most bombastic advocates of coal. And then Murray sued Oliver for defamation. That defamation lawsuit was thrown out by a judge last week. But the saga tells us a lot about Robert Murray, one of the most influential figures behind the Trump Administration's coal policies. In this week's episode, we'll discuss Murray's approach to promoting coal and silencing critics. Then, a look at some new documents from the Seminar Network, a group created by Charles and David Koch, claiming big wins on killing climate policy. The group is planning to spend up to $400 million on mid-term elections. We'll talk about how the Kochs killed America's climate conversation over the last decade. Finally, Trump is now claiming he saved the solar industry with tariffs. We discuss the truth. This podcast is brought to you by CPower Energy Management. Find out more about CPower's demand-side energy management solutions. Recommended reading: The Times-Picayune : How John Oliver and a Giant Squirrel Had Their Day in Court -- and Won New York Times : How a Coal Baron’s Wish List Became President Trump’s To-Do List The Intercept : Koch Document Reveals Laundry List of Policy Victories GTM : Trump Claims Solar Tariffs Are ‘Reopening Plants.’ They’re Not See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, February 23, 2018
A Historic Moment for Energy Storage
If storage is the Swiss Army Knife of the electric grid, then U.S. energy regulators are breaking out their tool belts. Last week brought a historic ruling at FERC. Commissioners told regional grid operators to create rules valuing the grid services of energy storage. Will it screw natural gas peakers – or maybe cut, saw, file, prune, hook, or crimp them? Later in the podcast, an infrastructure redux. The White House’s infrastructure plan is out. When it comes to energy, the Trump Administration is making pipelines a priority, and largely bypassing clean energy. We’re heading down to Mexico for our final segment. GTM was there for our solar summit last week, and we’ll share a bit of insight into the forces behind one of the hottest -- and cheapest -- solar markets in the world. This podcast is brought to you by CPower Energy Management. Find out more about CPower's demand-side energy management solutions. Recommended reading: GTM : FERC Allows Energy Storage to Play in Nationwide Wholesale Markets FERC : Final Rule on Electric Storage Participation in Regional Markets GTM : The Trump Infrastructure Plan Is ‘a Big Nothing Burger’ for Clean Energy WaPo: Trump's Infrastructure Plan Would Make It Harder to Challenge Pipelines GTM : Mexico’s Solar Market Is Booming, but Still Has Key Hurdles to Clear Subscribe to The Energy Gang podcast via Apple Podcasts , Google Play , Stitcher or wherever you find your audio content. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Wed, February 07, 2018
Are Trump's Solar Tariffs Working?
Since the White House slapped penalties on solar panels made outside America, a handful of companies say they’re likely to ramp up production in the U.S. In recent weeks, two Asian producers -- Jinko Solar and United Renewable Energy -- said they're planning to set up new module assembly plants. Other domestic producers are making plans to hire new employees. How should we interpret this activity? Does this mean the tariffs are working? On this week's Energy Gang , we're joined by GTM Senior Editor Julia Pyper, who outlines the latest activity as the tariffs become law. Then, it’s the news circuit. We’ll explore Puerto Rico’s utility privatization plans, Tesla’s virtual power plant in Australia, the Northern Pass transmission rejection, and Arizona’s conservative clean energy plan. This podcast is brought to you by CPower Energy Management. Find out more about CPower's demand-side energy management solutions. Stories referenced in this podcast: Did Trump’s Solar Tariffs Just Launch a US Manufacturing Renaissance? JinkoSolar Set to Build a US Factory, the First Planned in Response to Tariffs Puerto Rico’s Utility Moves Toward Privatization, With Strained Cooperation New Hampshire Rejects Northern Pass Transmission Line Permit Arizona Regulator Proposes Biggest Storage and Clean Energy Target Yet Subscribe to The Energy Gang podcast via Apple Podcasts , Google Play , Stitcher or wherever you find your audio content. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at <a href="https://art19.com/p
Thu, February 01, 2018
How We Perceive Wind Farms Near Our Homes
There are tens of thousands large-scale wind turbines scattered across America. That means over a million and a half households are located five miles from a turbine. And they’re actually inching closer to homes on average, according to government researchers . So how do those machines impact our property values, our soundscapes, and our quality of life? The Lawrence Berkeley National Lab has a slew of new data on the impact of wind turbines on our lives. In this week's podcast, we’re going to dive into it. (Spoiler: the majority of people like them. We'll explain why.) Then we’re going to talk about the president’s State of the Union Address. Why did Trump duck away from the coal renaissance narrative? And finally, we'll explore the controversy around Massachusetts' deal with Northern Pass to supply 17 percent of its electricity with Canadian hydro. Recommended reading: LBNL : National Survey of Attitudes of Wind Power Project Neighbors GTM : Trump Touts the End of the ‘War on American Energy’ GTM : The Controversy Surrounding Massachusetts’ $1.6B Hydropower Transmission Line Vox : Reckoning With Climate Change Will Demand Ugly Tradeoffs The Energy Gang is brought to you by CPower Energy Management. Find out more about CPower's demand-side energy management solutions. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Tue, January 23, 2018
Trump Issues Solar Tariffs: We Answer Your Questions
The Trump Administration just imposed 30 percent tariffs on imported solar cells and modules. How much will it stunt solar growth in America? Will it spark a broader trade war? There are a lot of questions about the impact. In this podcast, we’re giving you the answers – or, as many answers we have, just a day after the decision. This week, we'll bring together our teams from The Interchange and The Energy Gang together to answer listener questions about the tariffs. We'll also talk with GTM Research's Cory Honeyman about how (and where) the 30 percent penalty will impact projects around the U.S. Thanks to sponsor, C Power Energy Management. Find out more about CPower's demand-side energy management solutions. In this episode, we address: What does a 30 percent tariff mean for project economics in the residential and utility-scale sectors? How will the 2.5 gigawatt cell quota work? Will the decision help domestic U.S. manufacturing? Will it hurt domestic installation jobs? What kind of challenges will we see at the World Trade Organization? Is there a pathway toward a negotiation with China? How could local policy blunt the negative impact of these tariffs? Read all our previous coverage and analysis of the Trump Administration's solar tariffs: GTM Research : New Tariffs to Curb US Solar Installations by 11% Through 2022 GTM : Trump Administration Issues 30% Solar Panel Import Tariff GTM : Foreign Solar Manufacturers Weigh Opening US Facilities as Tariff Decision Looms Like our shows? Make sure to give The Interchange and The Energy Gang a rating and review on Apple podcasts. And make sure to subscribe to both shows on Apple podcasts, Google Play, Stitcher, or anywhere you get your podcasts. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at <a href="https://art19.com/privacy#do-not-sell-my-info" rel="noopener noreferrer" tar
Fri, January 19, 2018
Electric Airplanes Are the Future of Aviation
The next sector ripe for electrification: aviation. Electric airplanes could completely make over the regional airline sector -- fundamentally changing the way we move around the country and creating new economic opportunities. On this week's Energy Gang , we'll talk with Ashish Kumar, the CEO of Zunum Aero, about the company's electric propulsion system and hybrid-electric airplane model. We'll discuss design challenges, battery requirements, immediate market opportunities, and the long-term economic consequences of electrified aviation. Then, a look at the latest global figures on renewables investment. China had another explosive year in 2017, while America had an anemic one. We'll tease out the latest global numbers that broke over the last week. The Energy Gang is brought to you by CPower Energy Management. Find out more about CPower's demand-side energy management solutions. Recommended reading: Zunum Aero technology and design GTM : Zunum Aero, an Electric Airplane Startup Backed by Boeing and JetBlue Ventures, Unstealths GTM : Global Renewable Energy Prices Will Be Competitive With Fossil Fuels by 2020 GTM : China More Than Doubles America’s 2017 Investments in Clean Energy, in a ‘Runaway’ Year Subscribe to The Energy Gang podcast via Apple Podcasts , Google Play , Stitcher or wherever you find your audio content. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Thu, January 11, 2018
Trump's Washington: Year One
Nearly one year after President Trump was sworn into office, we’re re-examining the state of energy politics in Washington. Our post-election episodes were some of our most popular shows of last year. This week, we’re returning to the subject now that we’ve got experience, and not just speculation. Amy Harder , an energy and climate reporter with Axios, joins us to talk about a wide range of topics: Rick Perry's NOPR rejection, deregulation, solar tariffs, ANWR drilling, carbon taxes, an infrastructure bill, and the future of climate negotiations. The podcast is also brought to you by CPower Energy Management. Find out more about CPower's demand-side energy management solutions. Recommended reading: GTM : FERC Rejects Energy Secretary Rick Perry’s Coal and Nuclear Energy Market Bailout Plan Axios : Eight Climate and Energy Issues to Watch in 2018 Politico : White House Preparing for Trade Crackdown Subscribe to The Energy Gang podcast via Apple Podcasts , Google Play , Stitcher or wherever you find your audio content. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, January 05, 2018
The Dismantling of EPA
What's it like inside the Environmental Protection Agency as the Trump Administration dismantles it from the top down? This week, ProPublica’s Talia Buford joins us on The Energy Gang to talk about how Scott Pruitt’s aggressive regulatory rollback agenda is changing the agency’s relationship to science, to industry, and to the staffers who've worked there for decades. An abandoned rule on effluent from power plants tells us a lot about Pruitt's approach to disassembling the EPA. Then, New York Governor Andrew Cuomo unveiled his latest energy vision, which features big targets for offshore wind and energy storage. Is New York suddenly the country’s hottest storage market? And finally, we’ll wrap up with a glance at two once-mighty companies in solar that are re-emerging after tough times: BP Solar and SunEdison. The podcast is also brought to you by CPower Energy Management. Find out more about CPower's demand-side energy management solutions. Recommended reading: ProPublica : What It’s Like Inside the Trump Administration’s Regulatory Rollback at the EPA GTM : Andrew Cuomo Throws Political Weight Behind Offshore Wind and Energy Storage GTM : SunEdison Emerges From Bankruptcy a Shadow of Its Former Self GTM : BP Jumps Back Into Solar With a $200 Million Investment in Europe’s Biggest Project Developer Subscribe to The Energy Gang podcast via Apple Podcasts , Google Play , Stitcher or wherever you find your audio content. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Wed, January 03, 2018
Watt It Takes: The Origin Story of Greentech Media
We spend most of our time talking about other companies. For our first podcast of the year, we're turning the tables and reflecting on GTM. In this edition of Watt It Takes, Powerhouse CEO Emily Kirsch interviews GTM Co-Founder Scott Clavenna about the origins of our company, the challenges of being a startup in the cleantech world, and our recent acquisition by Wood Mackenzie. Watt It Takes is a live interview series produced by Powerhouse in partnership with GTM. The conversation was recorded live in Oakland, California. As we prepare for the onslaught of news in 2018, this interview will give you more insight into how we operate as a company. The podcast is also brought to you by CPower Energy Management. Find out more about CPower's demand-side energy management solutions. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, December 22, 2017
How Utilities Blew $40 Billion on Failed Power Plants
Good journalism is more important than ever. In our last episode of the year, we're choosing our favorite energy reporting of 2017. We'll start off with a conversation about a damning investigative piece on how U.S. utilities put ratepayers on the hook for $40 billion in failed coal and nuke projects. Tony Bartelme, a special projects reporter at the Post and Courier , joins us to talk about his bombshell story , "Power Failure: How Utilities Across the U.S. Changed the Rules to Make Big Bets With Your Money." He and his team talked with 50 sources in industry and government. They uncovered a systematic effort to obfuscate problems with risky coal and nuke projects -- and pay executives handsomely while doing so. In the second half of the show, we'll discuss some of our other favorite stories about microgrids, coal country, electric cars, fuel cells, politics, and the global energy transition. This podcast is sponsored by Mission Solar Energy, a solar module manufacturer based in San Antonio, Texas. You can find out more about Mission’s American-made, high-power modules at missionsolar.com. Here's a list of our favorite stories that we discussed on the show: Vox : Meet the Microgrid, the Technology Poised to Transform Electricity NY Times : Where Wind Farms Meet Coal Country, There's Enduring Faith in Trump Medium : The Last Auto Mechanic Quartz : Amazon’s Hydrogen-Powered Forklifts Are Its Latest Attempt to Beat Walmart GTM : Global Oil Majors Are Poised for a Resurgence in Solar and Wind GTM : In Storage vs. Peaker Study, CAISO’s Outdated Cost Estimates Produce Higher Price Tag for Storage GTM : The Rising Tide of Evidence Against Blaming Wind and Sola
Thu, December 14, 2017
Energy Storage Has Arrived
Energy storage has arrived. This year brought numerous record-breaking battery projects, dozens of acquisitions and partnerships, and over a dozen utility integrated resource plans that factor storage. Within a decade, the U.S. storage market could be 25 times bigger than it is today -- swamping natural gas peaker plants, and enabling a vast array of new grid applications. In this week's episode, we open up our vault of data and describe the state of storage in America: which sectors are dominating, how utilities are thinking about the technology, where the economics stand, and what to look for in 2018. Plus, we'll have a conversation with Green Mountain Power CEO Mary Powell about how customer-sited battery storage fits into the utility's broad culture and tech shift. This podcast is sponsored by Mission Solar Energy, a solar module manufacturer based in San Antonio, Texas. Find out more about Mission’s American-made, high-power modules. Recommended reading: · GTM Research : U.S. Energy Storage Monitor, Q4 2017 · GTM : The 10 Stories That Defined Energy Storage in 2017 · GTM Squared : Watch the Live Broadcast From US Energy Storage Summit 2017 Make sure to subscribe to The Energy Gang on Apple podcasts, Google Play, Stitcher, or wherever you get your audio. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, December 08, 2017
The Hidden History of Quebec's Hydropower
Southern New England is hungry for more clean energy, and states like Connecticut and Massachusetts are turning to Hydro-Quebec for its excess hydropower. There's one sticking point: they need a new transmission line to get all that power from Northern Quebec. And citizens in the states that could host new transmission projects -- New Hampshire, Vermont and Maine -- are resisting construction plans. A lot of attention has focused on controversial transmission projects like Northern Pass. But what about the source of the electrons feeding the line? In this week's podcast, we talk with Sam Evans-Brown, a journalist who's been exploring the history of Canadian hydro. It's a decades-long story filled with conflict, controversy, racism, and billions of dollars at stake. Sam is host of the Outside/In podcast. He and his colleague Hannah McCarthy just published a 4-part audio series, called Powerline , about the hydropower working its way down to the Northeastern U.S. We'll talk about the stories they uncovered. Then, Cape Wind is dead. We’ll have a eulogy. And finally, we'll discuss that tax bill again. It’s messier than anyone thought possible. This podcast is sponsored by Mission Solar Energy, a solar module manufacturer based in San Antonio, Texas. You can find out more about Mission’s American-made, high-power modules at missionsolar.com. Are you coming to GTM's Storage Summit on December 12-13? Podcast listeners get 20 percent off their registration with the promo code PODCASTS. Recommended reading and listening: Outside/In : The 4-part Powerline series GTM : Cape Wind’s Demise Comes Amidst a Resurgence for US Offshore Wind GTM : Senate Doubles Down on Tax Provisions That Would Harm Renewable Energy Subscribe to The Energy Gang podcast via Apple Podcasts , Google Play , Stitcher or wherever you find your audio content. See Privacy Policy at <a href="https://art19.com/privacy" rel="noopener noreferrer" target="
Fri, December 01, 2017
Startup Stories of 2017: Blockchain, Batteries and Acquisitions
We've reached a new stage in cleantech. Years after the VC bubble popped, startups are pursuing new approaches to scaling, finding customers, partnering, and raising money. Those new approaches to scaling early-stage cleantech were crystallized this year. And we're going to talk about them. This week, we recorded live at Greentown Labs , the largest cleantech incubator in the country. We discussed a wide range of trends: the emergence of blockchain, a diversifying class of corporate investors, the blitz of mergers and acquisitions, low-cost ways of scaling new technologies, how to ask for money, and where startups can engage in policy. Plus, we ran through the top headlines of the week: Tesla's 100-megawatt battery, the heinous Congressional tax bill, and the Bonn climate talks. This podcast is sponsored by Mission Solar Energy, a solar module manufacturer based in San Antonio, Texas. You can find out more about Mission’s American-made, high-power modules at missionsolar.com. Are you coming to GTM's Storage Summit on December 12-13? Podcast listeners get 20 percent off their registration with the promo code PODCASTS. Recommended reading: Can LO3 Energy Cut Through the Hype on Blockchain? A Battery-Material Startup Applies Lessons From the Venture Capital Bust European Utility Giants Are on a Grid Edge Shopping Spree in 2017 Subscribe to The Energy Gang podcast via Apple Podcasts , Google Play , Stitcher or wherever you find your audio content. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Wed, November 22, 2017
Watt It Takes: Dan Shugar, the King Midas of Solar
Dan Shugar lives, breathes and bleeds solar. "If you cut my wrist, pure silicon comes out," he exclaimed in an interview with Powerhouse CEO Emily Kirsch, as part of the Watt It Takes interview series . This week, Shugar steps behind the microphone to talk about turning his passion for PV into deals and acquisitions worth over $1 billion. Shugar has a storied career. Some call him the "King Midas" of solar, because he's turned so many ventures into gold. He's the former president of Powerlight, the pioneering developer acquired by SunPower in 2006. He's now CEO of the tracker company NEXTracker, which was sold to Flextronics for $330 million last year. In this edition of Watt It Takes, Shugar describes the moment he realized solar's potential while working for PG&E; how Powerlight was founded and funded; the risks he took when getting into solar; his passion for the environment; and why everyone is underestimating the growth of PV. This conversation was recorded live in Oakland, California at Powerhouse. In the next episode, GTM Co-Founder Scott Clavenna takes the stage. This podcast is brought to you by Mission Solar . Find out more about Mission's high-quality, American-made solar modules. Listen to earlier episodes of Watt It Takes: SunPower Founder Dick Swanson’s Guide to Launching a Cleantech Startup Lessons From the Fall of Sungevity Like our shows? Make sure to give The Interchange and The Energy Gang a rating and review on Apple podcasts. And make sure to subscribe to both shows on Apple podcasts, Google Play, Stitcher, or anywhere you get your podcasts. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, November 17, 2017
Tax Reform and Tesla's Semi-Truck
The House passed its tax reform bill yesterday that includes cuts to renewable energy tax credits. The package is already having a chilling effect as developers stall projects because of a potential change to the tax code. What will happen when the Senate and House try to reconcile their two bills? We'll try to anticipate the political chess match before the pieces move. Then, we'll take a look at Tesla's newest shiny object: the electric semi-truck. Is this a convenient distraction for Musk as Tesla's financial health worsens? Or yet another master plan step that most of us will never understand until much later? (Note: we recorded these segments on Thursday afternoon. For more on the House tax bill, read this overview ; for a rundown of the new semi-truck, read Julia Pyper's reporting .) We end the show why talking about IEA's latest worries about nuclear shut-downs in Europe. While global emissions rise, renewables may have a hard time filling in the gap. This podcast is sponsored by Mission Solar Energy, a solar module manufacturer based in San Antonio, Texas. You can find out more about Mission’s American-made, high-power modules at missionsolar.com. Are you coming to GTM's Storage Summit on December 12-13? Podcast listeners get 20 percent off their registration with the promo code PODCASTS. Recommended reading: GTM: Why Tesla’s Electric Semi Truck Is the Toughest Thing Musk Has Attempted Yet Washington Post : The House Just Passed Its Big Tax Bill. Here’s What Is in It. Recharge : Wind and PV Build-Out Too Slow to Replace Aging Nuclear, Says IEA Subscribe to The Energy Gang podcast via Apple Podcasts , Google Play , Stitcher or wherever you find your audio content. See Privacy Policy at <a href="https://art19.com/privacy" rel="noopener noreferrer" tar
Tue, November 07, 2017
Sungevity CEO Andrew Birch
This week: a conversation with Andrew Birch, the co-founder and CEO of Sungevity. For those who’ve been following the wild ride in solar, you’re going to want to listen to this conversation. Sungevity was once one of the biggest residential solar installers in the U.S. – until it filed for bankruptcy protection at the beginning of the year. In this interview, Andrew Birch talks candidly about how Sungevity was founded, what killed an acquisition deal to save the installer, how market forces and the political landscape hurt the business, and where he thinks global solar trends are headed. This interview was conducted on-stage at Powerhouse, an incubator based in San Francisco. It’s part of the “Watt It Takes” series on how top cleantech entrepreneurs built their companies. The series is produced by Powerhouse, in partnership with Greentech Media. This podcast is brought to you by Mission Solar Energy, a solar module manufacturer based in San Antonio, Texas. To find out more about Mission’s high-power, American quality modules visit missionsolar.com . See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Fri, November 03, 2017
EPA's Science Purge
Since taking over as administrator of the EPA, Scott Pruitt's meeting calendar has been filled almost exclusively with industry interests. Now he's opening the door even wider for industry. On Tuesday, the Administrator issued a new decree: any scientist getting funding from the EPA will no longer be allowed to serve on the agency's scientific advisory board. He's replacing scientists with representatives from the chemical, fossil fuel and utility industries. The scientific community is up in arms, saying there is already a very detailed process for ensuring scientific integrity and avoiding conflicts. Former EPA officials who served in the Reagan, George H.W. Bush and George W. Bush administrations are criticizing the move as a way to stifle independent science. This week, we'll discuss the latest in Pruitt's campaign to unravel the EPA. Then, European utilities are scooping up American distributed energy companies at a record pace. We'll talk about Enel's acquisition of Enernoc, eMoterWerks, Demand Energy and a range of other distributed energy players. Is it sustainable? We'll end with a conversation about the latest developments in the ongoing solar trade case. Is the sky falling yet? MJ Shiao, head of Americas research at GTM, talks through the different penalties on imports proposed by international trade commissioners. Recommended reading: Washington Post : Scott Pruitt Blocks Scientists With EPA Funding From Serving as Agency Advisers New York Times : A Stream of Industry Meetings and Trips Home on EPA Chief's Calendar GTM : European Utility Giants Are on a Grid Edge Shopping Spree in 2017 GTM Webinar : US Solar Outlook Under Section 201 GTM : ITC Issues Recommended Remedies in Section 201 Solar Trade Case This podcast is sponsored by Mission Solar Energy, a solar module manufacturer based in San Antonio, Texas. You can find out more about Mission’s American-made, high-power modules at missionso
Fri, October 27, 2017
Rick Perry Picks Winners and Losers
"Don’t let government pick winners and losers." That was Rick Perry’s mantra as Texas governor and a presidential candidate. But it didn’t take him long to abandon it as energy secretary. This week, we’ll revisit the rare, bizarre request from Perry asking federal regulators to restructure electricity markets and prop up struggling coal and nuclear plants. Then, the latest on the post-Hurricane energy crisis in Puerto Rico. We'll talk about the rebuilding effort, a controversial grid-rebuilding contract with an unknown company, and the strained Washington-Puerto relationship. Finally, an Alaskan sovereign wealth fund is betting big on distributed energy through Generate Capital. We'll talk about what the fund says about new investment approaches in emerging tech. Recommended reading and listening: The Interchange : An interview With Ari Peskoe About the Legal Holes in Perry's NOPR Vox : What Rick Perry Would Have Recommended If He Listened to His Own Grid Study Martin Heinrich op-ed : Coal Bailout Is a Crude Attempt to Pay for Campaign Promises Washington Post : FEMA Cites 'Significant Concerns' Over Whitefish Energy Deal in Puerto Rico GTM : Generate Capital Raises $200 Million Fund See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
Mon, October 09, 2017
Dick Swanson, Founder of SunPower
This week, we’re unveiling a new podcast collaboration between Greentech Media and Powerhouse, called "Watt it Takes." Watt It Takes is produced and recorded live at Powerhouse, a cleantech incubator and seed fund in Oakland, CA. Each month, a founder of a top clean energy company shares the personal story behind the company they’ve built. Our first episode features Dick Swanson, founder, and former CEO and CTO of SunPower, who talks about the wild ups and downs of building one of the largest solar companies in the world. The show begins with Shayle Kann, SVP at GTM, providing some market context. And then Powerhouse Founder and CEO Emily Kirsch leads the interview with Swanson. Want to meet these industry luminaries and watch a live recording? Get tickets for future events: wattittakesoct2017.splashthat.com. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Fri, September 29, 2017
Episode 200: We Reflect on the Biggest Changes in Energy
When we first hit the record button four years ago, the energy landscape looked very different. Oil prices were above $90 per barrel. Utilities were only just starting to take distributed resources seriously as grid assets. Coal was still on the upswing globally. There was great uncertainty around a global climate deal. And Donald Trump was still two years away from announcing his presidential campaign. For our 200th episode of The Energy Gang, we'll reflect on the biggest changes we saw coming -- and didn't see coming -- since the podcast started. Before we reflect back, we'll start the show with a conversation about Puerto Rico. The U.S. territory is facing unspeakable devastation after Hurricanes Irma and Maria -- made worse by a bankrupt utility and an American government slow to send help. What do we know about the scope of the commonwealth’s energy problems post-hurricane? This podcast is sponsored by Mission Solar Energy, a solar module manufacturer based in San Antonio, Texas. You can find out more about Mission’s American-made, high-power modules at missionsolar.com. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, September 21, 2017
Live From New York: Local Climate Policy in the Trump Era
Donald Trump was in New York City this week. We left him some tickets for our live podcast at the box office, but he never showed up. Still, we had a blast taping our latest episode at WNYC's performance space in Manhattan. And this week, we've got that episode in its entirety. Special guest Mark Chambers, director of the mayor's office of sustainability, joined us on stage for a lively discussion. In this extended episode, we feature a variety of segments. First, we tested the gang’s knowledge of New York’s energy scene with a little segment we called "Climate Week: The Game." Then, we interviewed Mark Chambers, who offered insight into the city's climate action plan. Then, we went deep. We had a debate about the importance of local climate and energy policy in the Trump era -- with a little audience Q&A mixed in, too. Finally, we completed a quick news circuit and analyzed some top energy stories in the news. A big thanks to Urban Future Lab, ACRE, Solar One, and NYSERDA for partnering with GTM on the Clean Energy Connections series. This podcast is sponsored by Mission Solar Energy, a solar module manufacturer based in San Antonio, Texas. You can find out more about Mission’s American-made, high-power modules at missionsolar.com. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Mon, September 18, 2017
Inside India's Solar and Wind Boom
India has blossomed into one of the most important renewable energy markets in the world. It currently has the fourth-most cumulative wind capacity installed, and will become the third-biggest solar market globally by 2022. The country also has plans to sell only electric vehicles by 2030. With immense growth comes new businesses and economic opportunity -- but also political and economic risk. This week, we'll talk with the CEO of India's top independent renewable energy developers about navigating that risk. Sumant Sinha is the founder and CEO of ReNew Power. He's overseen 2 gigawatts of completed wind and solar projects, and has plans to build 10 gigawatts more in the coming years. In this show, we interview Sinha about the many forces that are changing India’s energy markets. We address: The solar boom: Can India meet its 100 gigawatt solar target? Grid planning: Can central and state governments better coordinate market expansion? Quality: The importance of maintaining quality standards for projects The rise of auctions: Are record-low prices sustainable? India's EV target: Will it tangentially help ReNew Power's expansion: What will it take to hit 10 gigawatts of projects? This podcast is sponsored by Mission Solar Energy, a solar module manufacturer based in San Antonio, Texas. You can find out more about Mission’s American-made, high-power modules at missionsolar.com. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Fri, September 08, 2017
The Fall's Top Energy Stories
We made it. We finished summer without nuclear war or an international catastrophe -- and now we can calm our nerves with pumpkin spice everything. This week, as we close out summer and prepare for a busy fall news cycle, we're checking in on the stories that we think will define the remainder of 2017. Katherine gives us a rundown on the top priorities for Congress. Jigar talks about the shakeout coming for the auto sector. And Stephen looks at the potential impact of solar tariffs. This podcast is sponsored by Mission Solar Energy, a solar module manufacturer based in San Antonio, Texas. Visit Mission Solar at the upcoming Solar Power International conference at Booth 3975. You can find out more about Mission’s American-made, high-power modules at missionsolar.com. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Fri, September 01, 2017
Painful Lessons From Hurricane Harvey
While Texans start the painful process of rebuilding their lives after Hurricane Harvey, many are asking: could anything have been done to lessen the impact? In this week's podcast, we're going to discuss the storm through the lens of climate, urban planning and federal policy. All three of those factors created the perfect storm for maximum damage. Marianne Lavelle, a reporter with InsideClimate News, joins us to talk about the important stories to watch in the wake of the hurricane. Then, a DOE grid study redux. We’ll offer up some thoughts on the final version of that contentious federal grid reliability report that you’ve heard so much about. Then, China’s solar frenzy continues. Wasn’t it supposed to be a slow year? Also, don't forget to join us for our live podcast in NYC on September 19. Tickets here: http://bit.ly/2wbutCx Also, use the discount code "ENERGYGANG" for a 15 percent discount to our NY REV Future conference in Brooklyn on September 26 and 27. Register here: http://bit.ly/2woZNOn This podcast is sponsored by Mission Solar Energy, a solar module manufacturer based in San Antonio, Texas. You can find out more about Mission’s American-made, high-power modules at: missionsolar.com. Recommended reading: Will Harvey's Damage Shift How Congress Sees Climate Change and Budget Cuts? http://bit.ly/2vItHKv Harvey’s Devastation Shows the Need for Distributed Energy, Microgrids During Disasters: http://bit.ly/2wsSVhm The Interchange episode with Travis Fisher, lead on DOE’s epic grid reliability report: http://bit.ly/2wXrcsg See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Tue, August 22, 2017
From the Vault: Elon Musk and Grid Fan Fiction
What makes Elon Musk tick? What will the grid look like in 2030? This week, we (re)answer both of those questions. We're featuring a couple of our favorite podcast segments for your summer listening enjoyment. First up, a 2015 Energy Gang interview with Ashlee Vance, a Bloomberg reporter and author of the book, Elon Musk: Tesla, Space X and the Quest for a Fantastic Future. Vance gives us an intimate look at why Elon operates in such a unique way. It's been two years since the book was released, but it's still just as relevant. In our second interview, we dig into The Interchange vaults and serve up a conversation about what the grid may look like in 2030. It’s like a literary review of geeky grid fan fiction, written by Shayle Kann. Sign up for our live Energy Gang in New York City on September 19: This podcast is sponsored by Mission Solar Energy, a solar module manufacturer based in San Antonio, Texas. Visit Mission Solar at the upcoming Solar Power International conference at Booth 3975. You can find out more about Mission’s American-made, high-power modules at missionsolar.com. Recommended reading: Elon Musk: Tesla, Space X and the Quest for a Fantastic Future -- https://www.amazon.com/Ashlee-Vance/e/B003YLHAJG See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, August 17, 2017
Did Steve Bannon Hint at a Solar Trade War?
White House Chief Strategist Steve Bannon (unwittingly) gave an interview this week, saying America is locked in "an economic war with China." Bannon mentioned arcane sections of the 1974 Trade Act to penalize China for alleged steel and aluminum dumping. Could solar be on the list, too? Bannon's comments suggest he's also paying attention to Section 201 of the trade act -- which is the foundation of Suniva and SolarWorld’s case for slapping severe penalties on imported solar cells and modules from Asia and the rest of the world. Those companies, plus dozens of other heavy hitters in solar, were in Washington this week to argue their case in front of the International Trade Commission. In this week's show, we’ll have the latest on solar trade politics. Then, we'll dig into a fascinating new study on second-order climate beliefs. It’s not just about what you believe -- it’s about what you believe others believe. Finally, we’ll revisit the rise of non-wires alternatives. More utilities are opting for distributed resources in place of traditional wires upgrades on the grid. We’ll discuss a new project in Arizona and then look across the landscape of other projects. This podcast is sponsored by Mission Solar Energy, a solar module manufacturer based in San Antonio, Texas. Visit Mission Solar at the upcoming Solar Power International conference at Booth 3975. You can find out more about Mission’s American-made, high-power modules at missionsolar.com. Recommended reading: The Messy Politics Surrounding the Solar Trade Case: https://www.greentechmedia.com/articles/read/the-messy-politics-surrounding-the-solar-trade-case The Importance of Second-Order Opinions for Climate Politics: https://pdfs.semanticscholar.org/74f6/8960cca93ebe036baea022bfaf2e4c4e9e70.pdf APS Buys Energy Storage From AES for Less Than Half the Cost of a Transmission Upgrade: https://www.greentechmedia.com/articles/read/aes-buys-energy-storage-for-less-than-half-the-cost-of-a-wires-upgrade See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, August 10, 2017
South Carolina's Nuclear Disaster
What happens when lawmakers and industry craft a large, complicated bill and then rush it through the legislature without reading it? We saw the consequences in South Carolina. That's where two utilities in the state walked away from a nuclear plant they were building – leaving ratepayers to foot the bill and putting thousands of people out of work. It's the result of a piece of legislation quietly passed a decade ago. In this week's episode of The Energy Gang, we'll look at the political factors that led to South Carolina's nuclear debacle. Then, we'll review two newly published features about Louisiana – one on the state's disastrous environmental record, and the other on the slow recovery after last year’s record-breaking floods. We'll start the show off with a quick peek at the latest Tesla news, including the Model 3 unveiling and a major bond issuance. This podcast is sponsored by Mission Solar Energy, a solar module manufacturer based in San Antonio, Texas. Visit Mission Solar at the upcoming Solar Power International conference at Booth 3975. You can find out more about Mission’s American-made, high-power modules at missionsolar.com. Recommended reading: How SC Lawmakers Passed a 2007 Law That Failed Power Customers: http://www.thestate.com/news/politics-government/article165641762.html The Louisiana Environmental Apocalypse Road Trip: https://longreads.com/2017/07/13/the-louisiana-environmental-apocalypse-road-trip/amp/ Disaster and Neglect in Louisiana: http://reports.climatecentral.org/great-flood-louisiana/one-year-later/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, August 03, 2017
So You Want to Build a Cleantech Startup?
While venture capitalists swoon over startups devoted to making people click on ads and stare at their phones longer, they’re decidedly less interested in solving more difficult real-world problems -- like transforming the energy sector. Yes, we’ve been talking about this downward trend for years now. And there are still a number of venture firms actively pursuing opportunities in energy decarbonization and decentralization. But startups are realizing they can’t rely on venture capitalists like they used to. So where do they turn for support? This week, we feature a conversation with four execs from incubators around the country. We chat about the emergence of new funding sources, different business models for incubators and accelerators, and the importance of corporate partnerships. Joining the conversation: Emily Kirsch, the founder and CEO of Powerhouse, a software-focused incubator and accelerator in Oakland, California: https://powerhouse.solar/ Emily Reichert, CEO of Greentown Labs, a hardware-focused incubator in the country, based in Somerville, Massachusetts: https://www.greentownlabs.com/ Path Sapinsley, managing director of cleantech initiatives at the Urban Future Lab in Brooklyn, New York, which houses the ACRE incubator: http://ufl.nyc/ Beth Hartman, project manager at the IncubateEnergy Network at the Electric Power Research Institute in Boulder, Colorado: https://incubatenergy.org/ This podcast is brought to you by Wunder Capital, an award-winning investment platform that allows you to invest directly in solar projects and earn up to 8.5 percent annually. Create an account for free at WunderCapital.com/gtm. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, July 27, 2017
Al Gore, Michael Lewis and Rick Perry Walk Into a Bar...
Al Gore is back in the climate spotlight with the release of "An Inconvenient Sequel." This week, we’ll revisit his role as the unofficial spokesman for climate action. There’s still an active debate over how effective Gore has been in that role throughout the last decade. Then, Energy Secretary Rick Perry didn’t give away any nuclear secrets in his 22-minute call with Russian phone pranksters. But that may be the least of our worries. We’ll talk about a blockbuster new piece from Michael Lewis in Vanity Fair about the disordered transition in the Department of Energy. Finally, Britain makes some bold battery moves. We’ll glance at two new plans to boost distributed battery storage and ban gas-powered cars. This podcast is sponsored by Mission Solar Energy, a solar module manufacturer based in San Antonio, Texas. Visit Mission Solar at the upcoming Solar Power International conference at Booth 3975. You can find out more about Mission’s American-made, high-power modules at missionsolar.com. Atlantic piece on Al Gore: https://newrepublic.com/article/143966/troubling-return-al-gore-profile-inconvenient-sequel Michael Lewis' piece on the DOE: http://www.vanityfair.com/news/2017/07/department-of-energy-risks-michael-lewis See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Fri, July 21, 2017
California's Cap-and-Trade Win
After numerous attempts, a desperate plea from the governor, and some pot sweeteners to industry, legislators in California finally passed an extension of cap-and-trade to 2030. It’s a big deal. California is the world’s seventh-largest economy. With Governor Brown vowing to fill in the climate diplomacy vacuum left by Donald Trump, it would have been a huge setback to let cap-and-trade languish. We'll look at the significance. Then, can geothermal heating and cooling follow the path of solar? Dandelion, a new startup spun off from Google X, thinks so. We'll end with a look at the wave of executive departures from SolarCity's team in the aftermath of the Tesla acquisition. This podcast is sponsored by Mission Solar Energy, a solar module manufacturer based in San Antonio, Texas. Visit Mission Solar at the upcoming Solar Power International conference at Booth 3975. You can find out more about Mission’s American-made, high-power modules at missionsolar.com. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, July 13, 2017
The Inconvenient Truth About Cities and Sustainability
With America now a climate pariah on the global stage, cities around the country are stepping up their commitments to action. But are they just cheerleading, rather than actually leading? This week, guest Sam Brooks tells the hard truth about why cities are not living up to their bold pronouncements -- not yet, anyway. Brooks is the former director of the District of Columbia's sustainability division. He recently penned a piece for GTM on why cities are not leading on climate in the way they claim. We'll talk to him about the data behind his argument and his experience working in city government. Then, we'll discuss a couple big business moves. NRG is selling off its renewable energy assets as part of a major restructuring plan. We’ll tell you why. And AES creates a joint venture with Siemens to scale up utility-scale storage. We’ll take a look at the global storage arms race. This podcast is sponsored by Mission Solar Energy, a solar module manufacturer based in San Antonio, Texas. Visit Mission Solar at the upcoming Solar Power International conference at Booth 3975. You can find out more about Mission’s American-made, high-power modules at missionsolar.com. Read Sam Brooks' piece: https://www.greentechmedia.com/articles/read/hard-truths-about-city-failures-with-clean-energy See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Fri, June 30, 2017
Live: Can Oil Majors Dominate in an Era of Electrification?
This week, we're coming to you live from Grid Edge World Forum. We kick off the show with a look at oil majors. Oil companies have toyed with renewables over the decades with mixed success -- but is it time to take them seriously in the era of electrification? Then, the latest experience with distributed renewables as grid assets. We’re all awaiting the release of a DOE report ordered by Energy Secretary Perry on how wind and solar are threatening baseload power and the health of the grid. We will go beyond the politics, and look to real-world applications as a guide for what’s really going on. In our last segment, we quickly flow through the most talked-about current events, including blockchain, artificial intelligence and the role of consumer tech giants in energy. This podcast is brought to you by Kaco New Energy. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, June 22, 2017
The Fight Over 100% Renewables
A bitter dispute. A clash. A battle royale. Those are just a few descriptions of a new study countering Mark Jacobson's 2015 report showing that we can source 100 percent of America's energy from wind, solar and water. Jacobson's study is controversial. Celebrities like Mark Ruffalo and Bernie Sanders have lauded his work. Other experts have long questioned his assumptions. Jacobson himself has called it the "only moral choice." This week, Twitter erupted with debate over Jacobson's assumptions -- resulting in personal attacks, a litany of tweet storms and wide press coverage. In this episode, we're going to dig into the dispute over 100 percent renewables that has spilled out of academia and into the mosh pit of Twitter and politics. In the second half of the show, we'll focus on reliability and renewables. Does Europe’s better outage record tell us anything about variable wind and solar and the health of the grid? Finally, America just got 10 percent of its electricity from non-hydro renewables. What does that tell us about where we are headed? This podcast is sponsored by KACO New Energy, a leading solar inverter company with superior engineering and unmatched customer service. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Fri, June 16, 2017
Inside the Minds of Top Utility Executives
Utility executives poured into Boston from across the country this week for the Edison Electric Institute’s annual conference. They talked about everything from crazy national politics to rate design to artificial intelligence and the future of workers. We brought our recording gear and tracked down some top names in the industry. In this episode, we hear what's on the minds of utility executives. Here are some highlights from the interviews: Tom Fanning, CEO of Southern Company, on why decarbonization will continue under Trump: "We don't chase fads. Our business approach, our strategies, our models, have a much longer life than any political party or any particular administration." Pat Vincent-Collawn, PNM Resources CEO, on automation and the future of work: "We're not thinking about that enough yet." Julia Hamm, the CEO of SEPA, on how distributed energy is wrapped up in smart cities and artificial intelligence: "Utility executives are really starting to think about how does that suite of distributed energy resources fit into an even bigger picture." David Owens, retiring VP of regulatory affairs at EEI, on the new priorities for investor-owned utilities: We've gotten very aggressive in the industry's vision. And that vision is focused around cleaner energy, a smarter energy infrastructure, and providing customized or individualized solutions so we can respond to customer needs." And here's our reading list mentioned at the top of the show: R Street Institute report on why baseload retirements don't necessarily mean unreliability: bit.ly/2sA7uAH Rocky Mountain Institute piece on outdated notions of baseload power: bit.ly/2swyRdY Researchers debunk the premise of Rick Perry's baseload report in The Conversation: http://bit.ly/2rnBH1k GTM article summarizing a report on why ARPA-E is a success so far: http://bit.ly/2sGFevU Wall Street Journal article on oil giants shifting their focus to electricity: http://on.wsj.com/2tuE2bL The Interchange is brought to you by AES Energy Storage. AES is helping utilities harness the power of battery-based energy storage to make the electric power system cleaner, more flexible, and more reliable. Find out more: http://bit.ly/2oxZ5dT Make sure to subscribe to The Interchange podcast via iTunes, SoundCloud or Stitcher, or integrate our RSS feed into the podcast app of your choice. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, June 08, 2017
Covering America's Climate Troll-in-Chief
We’ve had a week to let the media digest Trump’s climate trolling. EPA administrator Scott Pruitt has been all over the airwaves defending the decision to withdraw from Paris, and journalists have been all over the administration for its loose relationship with the facts. We’ll look at how Paris has played out in the press. Then, after killing net metering, Nevada is suddenly back on the table as one of the most important solar markets –- and now one of the most important storage markets. We'll have an overview of the stunning reversal in the Silver State. And finally, we’ll talk about a new report warning of a coming auto-industry death spiral. This podcast is brought to you by Kaco New Energy: http://kaco-newenergy.com/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Fri, June 02, 2017
Trump's Paris Ruse
We all just became actors in Donald Trump’s reality TV show. After an elaborate tease over the Paris climate deal in recent weeks, the president finally revealed that he’s walking away from the historic agreement. Soon after Trump’s speech, world leaders issued bold statements: It’s not going to happen. There is no renegotiation process. The deal is the deal. Then local officials spoke up. It didn’t take long for dozens of U.S. mayors and governors to adopt the targets set by the climate accord. And then the corporate fallout started. Already, Elon Musk and Disney CEO Bob Iger have quit Trump’s business advisory council. Many more executives have publicly rebuked the president. The international and domestic consequences of this decision are still playing out. In this episode of the Energy Gang, we grapple with in the immediate aftermath of Trump’s speech. What should we take seriously? This episode is sponsored by KACO New Energy: kaco-newenergy.com See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, May 25, 2017
California's Grid Is Facing an Existential Crisis
California released a white paper last week documenting the stunning decline of the customer base for investor-owned utilities in the state. Meanwhile, the state is facing more and more curtailments, negative electricity pricing, and, on top of it all, a looming solar eclipse. What can we learn about market design from the nation’s solar leader? Then, getting to terawatt-scale PV. Researchers and policymakers are getting serious about thousands and thousands of gigawatts of solar in the coming decades. And they’re asking some hard questions about market design. What does the world look like under that scenario? Finally, we'll end with a fast cycle through some of the top news stories. How worried should you be? This week's podcast was recorded live at GTM's Solar Summit. For access to videos of all our sessions -- featuring First Solar, Sunpower, Sunshot, Google, SEIA, Sunrun and more -- sign up for GTM Squared. This podcast is sponsored by KACO New Energy, a leading solar inverter company with superior engineering and unmatched customer service. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, May 11, 2017
Is Tesla's Solar Roof a Good Deal?
Now that Tesla has unveiled pricing details for its solar roof, everyone is trying to figure out if it's a good deal. Depending on what your assumptions are -- what kind of roof you're replacing, what kind of market you live in, how much in subsidies you're earning, and what kind of solar system you're competing with -- the value can vary wildly. Some say it's a surprisingly good deal. Others say it's far more expensive than Tesla claims. In this week's podcast, we'll discuss the economic viability of the Tesla solar roof. We'll also look at growth prospects, potential barriers to adoption, and where the product might fit into Tesla's long-term solar strategy. Then, Walmart’s Project Gigaton: A look at the mega-retailer’s new plan to slash emissions deep in its supply chain. Finally, FERC nominees: After 4 months, we have some candidates for America’s top energy regulatory body. We’ll talk about how they could shape the country’s energy landscape over the next few years. This podcast is sponsored by KACO New Energy, a leading solar inverter company with superior engineering and unmatched customer service: kaco-newenergy.com See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Mon, May 08, 2017
Bringing the Smart City to Life [SPONSORED CONTENT]
In this show, sponsored by Itron, we discuss the emergence of the smart city. Itron has been at the forefront of developing smart city infrastructure. We speak with Sharelynn Moore, the VP of Marketing at Itron, about how the company is using sensors and software to make the smart city come alive. Learn more about Itron's smart cities work: http://www.itron.com/na/industries/smart-cities See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, May 04, 2017
Tesla's Grid Storage Architect
Since the day Tesla was founded, executives saw stationary storage as a compliment to the electric car business. That was Martin Eberhard's plan when he co-founded the company and envisioned the Tesla Energy Group. Years later, after launching the Powerwall, CEO Elon Musk said the storage business could soon eclipse automobiles. Today, storage is an integral part of Tesla's package of offerings for consumers, and its development plans for utilities. In 2009, Mateo Jaramillo was hired to execute Tesla's storage strategy. Well, eventually. First, he was responsible for developing the company's powertrain. Over time, he became more heavily involved in stationary storage -- eventually building Tesla's in-house storage development arm and the team that designed the Powerwall and Powerpack. He drew on his years of experience at Gaia Power Technologies, where he worked on some of the earliest behind-the-meter battery systems in New York. Last December, Jaramillo left Tesla to focus on his next career move in storage. The LinkedIn description of his new job job reads: "The Next Thing." This week, we caught up with Jaramillo to talk about what that "next thing" might be. We talked about the history of behind-the-meter storage, the evolution of Tesla's approach to the market, and where storage business models and applications are headed. Thanks to our launch sponsor, AES Energy Storage. The grid is changing. Fast. And AES Energy Storage is helping utilities harness the power of battery-based energy storage to make the electric power system cleaner, more flexible, and more reliable. Find out more. Big thanks to our launch sponsor, AES Energy Storage: http://aesenergystorage.com/interchange Make sure to subscribe to the Interchange: iTunes: https://itunes.apple.com/us/podcast/the-interchange/id1221460035?mt=2 SoundCloud: https://soundcloud.com/theinterchangepodcast Stitcher: http://www.stitcher.com/podcast/the-interchange Our RSS Feed: http://feeds.soundcloud.com/users/soundcloud:users:298570872/sounds.rss Bookmark our Interchange web page: https://www.greentechmedia.com/podcast/the-interchange See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, April 27, 2017
France's Presidential Election and the Future of Nuclear
To many, France’s ongoing elections are the latest showdown between the liberal world order and a new brand of right-wing populism. That narrative follows a similar path in energy. France’s elections are pitting nuclear versus renewables, closed markets versus open, and disruption versus protectionism. France is going through a quite radical revaluation of its electricity mix. It gets about 75 percent of its electricity from nuclear. However, in 2015, President François Holland set a policy that would phase out aging nuclear plants, and reduce nuclear generation to 50 percent by 2025. He wants to fill in the gap with more renewables and efficiency. Now the two presidential candidates -- Emmanuel Macron and Marine Le Pen -- are sparring over what to do with nuclear. It’s part of a broader debate over nationalizing the energy giant EDF, expanding or limiting energy trading with the E.U., and mixing variable renewables with a really high nuclear grid. On this week's podcast: As we near the May 7 run-off election between Macron and Le Pen, we consider the future of the world’s leading nuclear energy power during a time of political volatility and electricity market transformation. Then, are we at the start of a new solar trade war between America and the rest of the world? We'll discuss Suniva's wide-ranging trade complaint to the government. Finally, the U.K. recently went coal-free for a day. We place its significance. This podcast is sponsored by KACO New Energy, a leading solar inverter company with superior engineering and unmatched customer service: http://kaco-newenergy.com/ Make sure to subscribe to our other podcast, The Interchange. iTunes: https://itunes.apple.com/us/podcast/the-interchange/id1221460035?mt=2 SoundCloud: https://soundcloud.com/theinterchangepodcast See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, April 20, 2017
Is Cheap Offshore Wind Coming to America?
We've heard a lot about record low prices in utility-scale solar. Get ready for more records in offshore wind. In the last two months, we've seen offshore project developers in Europe bidding for pennies per kilowatt-hour -- easily beating 2020 price estimates. Now the Europeans want to export that learning to America. In this week's episode, we'll look at how the two markets compare -- and why some of the market and policy conditions that favor offshore wind in Europe don't exist in the U.S. Then, Energy Secretary Rick Perry wants to know if renewable energy is a danger to America’s grid. His recent memo on energy markets was only a page and a half long, but it was packed with a lot of assumptions –- and we'll unpack them ourselves. Finally, we'll discuss Plug Power’s deal with Amazon. It’s not just about fuel cells -- it’s about finding any cost advantage in the ultra-competitive retail sector. This podcast is sponsored by KACO New Energy, a leading solar inverter company with superior engineering and unmatched customer service: http://kaco-newenergy.com/ Make sure to subscribe to our other podcast, The Interchange! iTunes: https://itunes.apple.com/us/podcast/the-interchange/id1221460035?mt=2 SoundCloud: https://soundcloud.com/theinterchangepodcast See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Fri, April 14, 2017
The Complexity of a Zero-Carbon Grid
What will it take to slash carbon emissions in the electric sector by 100 percent? We're already making immense progress. And we could use wind, solar and storage to cost-effectively cut grid emissions in half. But to go from 50 percent reductions to 100 percent will take a much more diverse range of technologies. That is the conclusion of a new literature review of 30 studies, written by Jesse Jenkins and Samuel Thernstrom. Jesse Jenkins joins us on the podcast. He’s an energy thinker, writer and a PhD candidate at MIT with an expertise in electric power system engineering. In this week's episode of The Interchange, we define "deep decarbonization," discuss the limitations of our current pathway, and talk about the intense tribalism that feeds the debate over how to transition to a zero-carbon system. We're re-launching the show this week publicly. Make sure to subscribe to us on SoundCloud, iTunes, Stitcher Radio or simply copy and paste our RSS feed into the podcast app of your choice. Big thanks to our launch sponsor, AES Energy Storage: Make sure to subscribe to the show! Links below: http://aesenergystorage.com/interchange iTunes: https://itunes.apple.com/us/podcast/the-interchange/id1221460035?mt=2 SoundCloud: https://soundcloud.com/theinterchangepodcast Stitcher: http://www.stitcher.com/podcast/the-interchange Our RSS Feed: http://feeds.soundcloud.com/users/soundcloud:users:298570872/sounds.rss Bookmark our Interchange web page: https://www.greentechmedia.com/podcast/the-interchange And other links from the show are below. What we're reading: https://foresightdk.com/in-search-of-a-cure-for-cannibalisation/ Jesse Jenkins' paper on deep decarbonization: http://bit.ly/2oeRvBb See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, April 06, 2017
Westinghouse's Bankruptcy Threatens the Nuclear Revival
Westinghouse, of the most important players in nuclear, filed for bankruptcy protection last week. It's a potential blow to the global industry. After all, half of the world's nuclear reactors use Westinghouse technology. The company has been working on two major nuclear power plants in Georgia and South Carolina -- both of which are now behind schedule and over budget. Will the reactors get built by the 2019 deadline? We'll talk about what happened to the company, and consider what it means for nuclear in the U.S. and around the world. Then, Brexit. Will the U.K. end its climate commitments now officially leaving the European Union? Finally, a lesson in traffic control. What we can learn about driver behavior from highway crises in Georgia and Los Angeles. Podcast PSA: We're making The Interchange podcast public! Listen to Shayle Kann and Stephen Lacey go deep on the forces guiding the global energy transformation. You can subscribe by searching for us in iTunes. Just search for "The Interchange" under podcasts. Or simply copy and paste our RSS feed into the podcast app of your choice: http://feeds.soundcloud.com/users/soundcloud:users:298570872/sounds.rss Or you can follow us on SoundCloud: https://soundcloud.com/theinterchangepodcast (And don't worry, if you're a GTM Squared member, you'll get access to all our episodes and all our transcripts.) This podcast is sponsored by KACO New Energy, a leading solar inverter company with superior engineering and unmatched customer service: http://kaco-newenergy.com/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Fri, March 31, 2017
Sungevity's Bankruptcy: What It Says About Residential Solar
Sungevity was founded in 2007 with a promise of revolutionize solar sales through software. It sparked a move toward the "platform" approach to customer acquisition and sales. Sungevity eventually built up its sales, procurement and financing in-house -- peaking as the number-three residential solar company in 2014. Over the years, the company's cash-burn rate increased and Sungevity started outsourcing more of its operations. This month, after failing to close bridge financing, the company declared bankruptcy and sold off its financing platform. Would Sungevity have survived if it had stuck simply to lead generation? On this week's podcast, we'll look at Sungevity's struggles. We'll compare Sungevity's problems with other residential solar companies that have failed or faced challenges. We’re joined by Nicole Litvak, a senior analyst with GTM Research’s solar team, who will provide some insight into the sustainability of the national installation and sales model. Then, Trump’s executive order on climate change is finally here. But it’s not changing the minds of any utilities. We’ll talk about what’s in it, and discuss the difference between political optics and reality. Jigar will also share his disdain for the America versus China narrative that often frames this topic. This podcast is sponsored by KACO New Energy, a leading solar inverter company with superior engineering and unmatched customer service: http://kaco-newenergy.com/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, March 23, 2017
Coal Is Losing
The headwinds for coal are coming from every direction. Since 2010, More than 250 coal plants in America have been shuttered, or are set to close. Meanwhile, in the most energy-hungry regions of the world, thousands of megawatts of new coal plants have been halted. This week, we’re covering the struggles of coal from a few different angles. First, the steady drumbeat of plant closures in the U.S. What has caused them, and what comes next? We’ll talk about the just-announced closure of the Navajo Generating Station -- the biggest coal plant in the West -- and why it encompasses all the complicated factors around the transition away from coal. Then, a clean coal redux. As billions of dollars in cost overruns mount at America’s first commercial carbon-capture plant, the coal industry looks to the White House for more support. And finally, the international picture. Coal is still the dominant source of generation around the world, but new build-outs are slowing in key countries. Can we say that peak coal has arrived? Our guest co-host this week is Mary Anne Hitt, the director of the Sierra Club's Beyond Coal Campaign. She also co-hosts a climate podcast called No Place Like Home. This podcast is sponsored by KACO New Energy, a leading solar inverter company with superior engineering and unmatched customer service: http://kaco-newenergy.com/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, March 16, 2017
An Uncertain Future for Electric Cars in America
America's electric car market is entering an uncertain period. States are rolling back their support for EVs, the federal government is revisiting fuel standards designed to support EVs, and consumers are still not electric in the numbers that many people assumed. At the same time, however, many automakers are moving ahead with new models, giving consumers more choices. Will drivers increasingly choose electric? Or will lagging policy hurt the market? We'll discuss on this week's podcast. In the second segment, we'll talk about the official White House budget released this week. Plus, we’ll talk about Trump’s business advisory council, which is filled with some of the biggest renewable energy investors in the world. Finally, can Elon Musk fix South Australia’s energy crisis? This podcast is sponsored by KACO New Energy, a leading solar inverter company with superior engineering and unmatched customer service: http://kaco-newenergy.com/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, March 09, 2017
Week 7: Trump Dumps the Environment
We’re on week seven of the Trump Presidency. In the months since the election, we've been stalwart in our view that things are not as bad as they seem -- despite the contradictions and confrontations, clean energy will emerge largely unscathed. That may be true. But it’s also impossible to ignore how quickly Trump’s team has worked to unwind the country’s environmental policy. As more details emerge, it’s becoming clear that the White House is not interested in a traditional conservative approach to environmental protection or a thoughtful redesign of top-down regulations -- it is intent on burning them to the ground. In this week's show, we'll talk about the impending reversal of climate regulations, new staff changes, and across-the-board budget cuts. And then we’re going to shift over to some bellwether business activity in the solar industry. What does AES’ acquisition of sPower say about the health of America’s utility-scale solar sector? We’ll end with a discussion about why electricity prices in Ontario, Canada have skyrocketed. Who’s to blame? This podcast is sponsored by KACO New Energy, a leading solar inverter company with superior engineering and unmatched customer service. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, March 02, 2017
Cleantech Career Advice
There are now more than 100,000 people working in the clean energy sector across Massachusetts. What is the state doing right? This week, we're talking about workforce development in cleantech. In recent months, we've seen a sharp increase in requests from listeners asking for advice on job opportunities in cleantech. There are also many educators or economic development experts trying to stay head of the curve. If this industry becomes as big as everyone says it will be, how can local economies reap the benefit? This subject is particularly relevant at a time when everyone is talking about the future of work. We are in the middle of the most dramatic economic transitions in history. The forces of globalization, automation and consumer tech are shattering traditional notions of work. In parallel, cleantech and other distributed technologies are changing what it means to work in energy. This week, we sit down with Tamika Jacques, the director of workforce development at the Massachusetts Clean Energy Center. We’ll answer some common career questions, and look at what it takes to build a cleantech jobs strategy in a state or region. This podcast is sponsored by KACO New Energy, a leading solar inverter company with superior engineering and unmatched customer service: http://kaco-newenergy.com/ Below are some career resources mentioned by Jacques on the podcast: MassCEC jobs board: www.masscec.com/jobs Clean Energy Education website: http://cleanenergyeducation.org/ New England Clean Energy Council: http://www.necec.org/ Greentown Labs events calendar: https://www.greentownlabs.com/events See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Wed, March 01, 2017
Is Retail Electricity Choice Coming to California?
As if California's electric grid isn't already changing fast enough, the state's leading regulator says it's probably time to change even faster. In an interview on this week's Interchange podcast, Michael Picker, president of the California Public Utilities Commission, said that he believes the state should consider liberalizing its retail electricity market in order to broaden customer choice. While listening, make sure to sign up for GTM's event, California's Distributed Energy Future. Commissioner Picker will be there to elaborate more on retail choice. Interchange listeners get 15% off. Just use the promo code INTERCHANGE when checking out: http://bit.ly/2lzw4dD See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, February 23, 2017
What's in Scott Pruitt's Emails?
The scope of the Environmental Protection Agency expanded dramatically under President Obama. Now under President Trump and new administrator Scott Pruitt, the agency is likely to be scaled way back. How far back? No one knows. But there are a lot of clues – including 7,500 pages of Pruitt’s emails. This week, while Pruitt started his job as America’s top environmental cop, his past emails as Oklahoma Attorney General were released on court order. And they provide a window into how he’ll manage the agency he has spent so long attacking over his career. Climatewire reporter Emily Holden joins us to talk about the emails, Pruitt's approach to running the EPA, and the future of the Clean Power Plan. Then, autonomy is taking hold in the oil and gas sector, destroying tens of thousands of jobs. Will robots kill jobs in cleantech too? Read the NY Times story here: http://nyti.ms/2lewyWC This podcast is sponsored by KACO New Energy, a leading solar inverter company with superior engineering and unmatched customer service: http://kaco-newenergy.com/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, February 16, 2017
A Republican Carbon Tax?
Last week, a group of highly respected Republicans released a plan for a $40-per-ton carbon tax on point-of-source emissions from coal, oil and gas. Why now? With a Republican White House and Congress, they argued, now is the perfect time to show America that conservatives have better ideas than the command-and-control Democrats who are only interested in more regulation as a solution to climate change. A steadily-rising carbon tax is the most economically efficient way of dealing with carbon pollution. But it certainly doesn’t play well in American politics. And now that Republicans have control of Congress and the White House, they have little incentive to trade a carbon tax for an end to regulations. Still, some are hopeful that grassroots supporters, prominent Republicans and even officials like Rex Tillerson can help shape President Trump's mind on a carbon price. On this week's show, we'll look at what it would take to move carbon pricing forward. Then, there’s a growing movement to get scientists running for office. Should clean energy professionals also consider public office? Finally, remembering Art Rosenfeld, the godfather of energy efficiency. This podcast is sponsored by KACO New Energy, a leading solar inverter company with superior engineering and unmatched customer service: http://kaco-newenergy.com/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Fri, February 10, 2017
Will Electric Buses Take Over the Transit World?
By 2020, one-third of new fleet bus purchases will be electric. By 2025, electric buses will make up half of new sales to transit agencies. By 2030, every single transit bus sold will run on electricity. That's what Ryan Popple, the CEO of electric bus manufacturer Proterra, believes will happen. And there's plenty of evidence that the shift is underway, even if the current fleet is mostly diesel and compressed natural gas. In this week's podcast, we'll talk with Popple about his plan to kick combustion engines out of transit. We'll also talk about his career path that brought him from the Army to Tesla to venture capital, and eventually to Proterra. Then, renewables are becoming the “new normal” in the U.S. We will glimpse at two important reports on solar jobs and the American energy economy that put the current clean energy boom in perspective. This podcast is sponsored by KACO New Energy, a leading solar inverter company with superior engineering and unmatched customer service: http://kaco-newenergy.com/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Sat, February 04, 2017
Making Sense of Donald Trump
This week, we’re live from Columbia University’s Energy Symposium in New York City. The Gang was joined by former NRG CEO David Crane for a lively conversation about Trumpland. We start the conversation off with a look at the turbulent first weeks of the Trump Administration. We’ve had nominations, executive orders, blackouts, bans, proposed budget cuts, resignations, rogue twitter accounts and growing protests. We’re just 14 days into the Trump Administration – what can we expect for the next 100 days? Then, we turn the mic around on David Crane. In 2014, while CEO of NRG, he wrote a letter to shareholders saying the power provider needed to become the google, apple or amazon of the energy sector. It didn’t take long for shareholders to sour on that vision –- so what does this say about how hard it is to transition from brown to green? Finally, how to get a job. We go through many of the questions that people ask us when looking for a job in cleantech, and we’ll try to pass on some advice worth following. This podcast is sponsored by KACO New Energy, a leading solar inverter company with superior engineering and unmatched customer service: http://kaco-newenergy.com/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Fri, January 20, 2017
The Grid as a Digital Lab
America’s first power plant was built in Manhattan. The first transmission of electricity occurred between Niagara Falls and Buffalo. And the first public power organization was founded in New York State. Today, that power provider, the New York Power Authority -- or NYPA -- is working to digitize the state’s grid end-to-end. We’ll talk with NYPA CEO Gil Quiniones about his push to create a "digital foundry" where the next generation of electricity inventors and innovators can re-imagine the grid. In the second half of the show, Katherine Hamilton gives us an update from the World Economic Forum, where thinkers from all across the globe are also re-imagining the energy system -- while also grappling with a new world order in the wake of America's election. Make sure to come to our live show on February 3 in New York City. We'll be at the Columbia Energy Symposium debating the latest developments in energy and cleantech: http://www.cuenergysymposium.com/ This podcast is sponsored by KACO New Energy, a leading solar inverter company with superior engineering and unmatched customer service: http://kaco-newenergy.com/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Fri, January 13, 2017
Autonomous Car Fleets: A Dystopian or Utopian Future?
For years, researchers have been working behind the scenes to improve autonomous vehicles. And all of a sudden that work is playing out in a very public way. Top tech companies and automakers are testing new models on the streets, talking bullishly about fleets of self-driving cars, and thinking about how to combine electrification with automation. Meanwhile, regulators and city planners are trying to keep up with the pace of technological change. This year will likely mark the beginning of the commercial autonomous car era. Will that era bring sweeping efficiency improvements to the transportation sector? Or will it result in a chaotic, overcrowded hellscape for our streets? The decisions we make today will determine our fate. In this week's show, we'll talk with Joshua Goldman, a senior policy analyst for clean vehicles at the Union of Concerned Scientists, about those two potential futures. In the second half of the show, we’ll examine Uber’s attempt to help city planners by opening up some of its data. And we’ll discuss President Obama's article in Science magazine arguing that the clean energy transition is "irreversible." This podcast is sponsored by KACO New Energy, a leading solar inverter company with superior engineering and unmatched customer service. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Wed, December 14, 2016
2016 Year-End Extravaganza
There are just two weeks left of 2016. And you know what? We're tapping out early. This is the last podcast of the year. It’s been such a crazy 12 months for news that we’re packing it up and saving our energy for 2017. Throughout the year, we've discussed every big story impacting the industry -- bankruptcies, acquisitions, legal challenges, the bloodbath in the public markets, new products, and, yes, the election of Donald Trump. Before we call it a year, we are strapping on our seat belts one last time and taking you with us on a ride through the twists and turns of 2016. We'll kick off with a look at Trump's picks of ExxonMobil CEO Rex Tillerson for Secretary of State, former Texas Governor Rick Perry for Energy Secretary, and Oklahoma Attorney General Scott Pruitt to lead the Environmental Protection Agency. And then we'll discuss our other top stories in federal policy, state policy, international developments, business deals and technological improvements. Finally, we'll launch our Predict-O-Meter for 2017. Endless thanks to our devoted listeners. We'll be back in early January. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Wed, November 30, 2016
Marijuana Legalization and Microgrids
It's often said that electric vehicles are the key to bringing back load growth for utilities in the U.S. But maybe there’s another way: Marijuana. After the November election, seven states and the district of Columbia have now legalized marijuana for recreational use. In the early states that legalized, energy use is already growing. In Washington State and Colorado, where marijuana has been legalized for years, utilities are seeing a spike in electricity consumption. In Denver, for example, cannabis growers account for 2 percent of electricity use. In Washington State, grow operations could suck up more electricity than electric cars over the coming decades. This may pose challenges to utilities, which are seeing increased outages and may have trouble addressing cannabis head-on because of the conflict between state and federal laws. It also presents an opportunity for serving a new class of customers. This week’s guest has been watching all of this play out. This week, we're talking with Tim Hade, the co-founder of Scale Energy Solutions, about the energy impact of marijuana legalization. He'll also talk about the financial opportunity -- and risks -- in managing that energy use. In the second half of the show, we’re going to discuss the legal, cultural and environmental motivations behind the Dakota Access pipeline protests that are rocking North Dakota. We’ll end with a quick discussion about what comes next for Tesla now that it has acquired SolarCity. Thanks to our sponsor, Mission Solar Energy: http://www.missionsolar.com/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Tue, November 22, 2016
Chasing Donald Trump
Two weeks after the election, we have more clues about how president-elect Donald Trump may form a domestic energy policy and position America against the rest of the world on climate. But mostly we're dealing with speculation -- bits of insider information from the transition team, some new hires, and some deeper portraits of the people guiding Trump’s early energy policy. There are way more unknowns than knowns. That doesn’t mean there’s a lack of things to talk about. There's been a lot of compelling reporting over the last couple of weeks on the new world for energy, cleantech and the environment. Like last week, we're going to focus only on Trump’s energy and climate policy. The Gang was joined by Lisa Friedman, the editor of E&E Publishing’s ClimateWire, who helps us sift through the Trump's transition team picks, his statements about climate diplomacy, and the role of the business community in the next administration. Thanks to our sponsor, Mission Solar Energy. Find out more about Mission's American-made solar cells and modules: http://www.missionsolar.com/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Fri, November 18, 2016
Art of the Deal: How Corporates Are Investing in Renewables
This week, we're coming to you live from General Motors' world headquarters, where we'll talk about how corporate renewable energy deals are structured, and what's motivating companies to keep investing. GTM's Stephen Lacey and Shayle Kann are joined by Hervé Touati, managing director of the Rocky Mountain Institute and co-manager of the Business Renewables Center. They're also joined by Rob Threlkeld, the general manager of renewable energy at General Motors. Thanks to Mission Solar for sponsoring this show. Find out more about the company's American-made solar cells and modules: www.MissionSolar.com And don't forget to come to our Storage Summit on December 7 in San Francisco. Energy Gang listeners get 15% off by using the promo code ENERGYGANG: https://www.greentechmedia.com/events/live/u.s.-energy-storage-summit-2016 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, November 10, 2016
President Trump's Energy Policy
Whether or not you agreed with the top-down, government-centric, executive-level strategy of the Obama Administration -- it was, arguably, America's only federal political path forward on decarbonization. President-Elect Donald Trump plans to rip up that path as soon as he enters the White House. So how and where will he create a new one? This week, we’re trying to figure out what Trump's win means for the energy industry broadly – and what it means for the business of clean energy specifically. We fielded many questions from our listeners on Twitter yesterday. They asked about the Paris climate deal, domestic carbon regulations, renewable energy tax credits, coming legislation, and the role of states. So we’re going to break from our traditional format and try to address as many of them as possible. Thanks to our sponsor, Mission Solar Energy. Find out more about Mission's American-made solar cells and modules: http://www.missionsolar.com/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Tue, November 01, 2016
Tesla's Solar Roof: A Guide for Skeptics
This is a free version of the Interchange. For more on how to access all our premium content, visit GTM Squared: https://www.greentechmedia.com/squared Back in August, Elon Musk broke into SolarCity's earnings call to make a surprise announcement: Tesla and SolarCity were designing a building-integrated solar product. "It's a solar roof as opposed to a module on a roof," said Musk. Just a few weeks earlier, Tesla went public with its intentions to acquire SolarCity. The solar roof was seen as an example of what the combined companies could create, market and sell. "We don't want to show all of our cards right now, but I think people are going to be really excited about what they see," said Musk. Their cards are now on the table after Musk unveiled the solar roof last Friday. The product was stunning -- but Tesla failed to release any substantive details about cost, performance, financing, or its business model for deploying solar roofs. (Given that very few building-integrated PV companies have actually succeeded, the lack of details was particularly fishy.) In this week's podcast, we dig into all the knowns and unknowns about Musk's mysterious solar roof. Does this represent a radical new business opportunity? Or is it just glitzy PR designed to convince investors of Tesla's plan to buy SolarCity? See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Mon, October 31, 2016
Making Stuff Is Hard
Dreaming, designing, building and deploying new kinds of hardware is tough in any business. But in the energy business, where change comes particularly slow, developing new tech is an especially hellacious undertaking. All of our segments tie into this theme. We’ll start off by talking with Emily Reichert, the CEO of Greentown Labs, a hardware-specific cleantech incubator. We’ll talk about where entrepreneurs tackling this space are finding the financial and human capital to get them to scale. Then we’ll turn to the ongoing saga of SolarCity. The company made a big bet on solar manufacturing last year – and new developments suggest that the decision to make its own solar panels was the wrong one. Finally, the solar industry in general is undergoing a lot of turmoil – particularly in manufacturing. We’ll broaden the discussion to talk about why solar producers are struggling, and why the solar industry may be facing a bloodbath in 2017. Thanks to our sponsor, Mission Solar Energy. Find out more about Mission's American-made solar cells and modules: http://www.missionsolar.com/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, October 20, 2016
A Civil War Over Carbon Taxes
In November, Washington State voters have the chance to pass the most ambitious carbon tax ever proposed in the U.S. But there’s one problem: Virtually every major green group in the state is against it, or afraid to support it. What is going on? We'll talk with David Roberts, a writer with Vox, about the strange battle within the environmental left over carbon pricing. Then, we'll turn to the hacked emails from Hillary Clinton’s campaign. They also show a tense relationship between left-leaning environmentalists and centrists like Clinton. And finally, we’ll discuss a landmark global treaty to slash HFCs. It’s another win for global diplomacy and the Obama Administration. But will a Republican Senate ratify it? Read David Roberts' piece on the carbon tax fight: http://www.vox.com/2016/10/18/13012394/i-732-carbon-tax-washington This podcast is sponsored by Mission Solar Energy, a producer of American-made solar cells and modules. Find out more at: http://www.missionsolar.com/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Wed, October 19, 2016
How Should We Pay for the Grid?
We are at the beginning of one of the greatest economic and consumer behavior experiments ever seen in the energy sector. How do we refine pricing in order to rapidly transition our aging, centralized grid to a clean, decentralized one? And can we do it so that we limit the economic losers, pay for the fixed costs of operating the grid, and make everyone whole? It’s a complicated question. The range of actual rate design options – decoupling, minimum bills, demand charges, fixed charges, and time-of-use – offer so many varying benefits and drawbacks. Everyone agrees that we’re moving to a distributed grid. But there’s a lot of disagreement on how to pay for it. That is what we’re tackling in the show this week. We’re joined by Lisa Wood, the executive director of the Edison Institute for Electric Innovation, and Ralph Cavanagh, a senior attorney with the National Resources Defense Council. Their perspectives on rate design are featured in a new report from the Lawrence Berkeley Lab, called "Recovery of Utility Fixed Costs: Utility, Consumer, Environmental and Economist Perspectives." This podcast is sponsored by Mission Solar Energy, an American solar cell and module manufacturer: http://www.missionsolar.com/ This is a complimentary episode of our premium podcast, The Interchange. Find out more about GTM Squared: http://www.greentechmedia.com/squared See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Fri, October 14, 2016
Live From SXSW Eco
This week, we present our live conversation from SXSW Eco. We're really sorry for the audio quality. There were some technical difficulties, and we did our best to clean up what we had. We'll be back with a normal show next week. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Fri, October 07, 2016
Inside the Minds of Solar Consumers
With over 1 million residential solar systems in the U.S., photovoltaics are entering mainstream. But how do installers sell the next 10 million systems while giving consumers a good experience? This week, we're talking about what consumers are looking for when solar shopping. We'll talk with Vikram Aggarwal, the CEO of EnergySage, about the company's latest Solar Market Intel report that tracks buying habits and sales tactics. We'll explore the trends covered in the report. Then, we discuss South Australia’s state-wide blackout. Was wind power to blame? And finally, New York City’s solar market is taking off. Now it wants to do the same for storage. How did the city turn its solar market around so quickly? This podcast is sponsored by Mission Solar Energy, a producer of American-made solar cells and modules: http://www.missionsolar.com/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Tue, September 27, 2016
Donald Trump’s Energy Delusion
Last night, Donald Trump and Hillary Clinton squared off on the presidential debate stage -- coming face-to-face for the first time in the campaign. Almost immediately, the candidates debated over energy and climate change. Clinton started the debate with a direct swing at Trump’s climate denial and dismissive comments on renewables. “Some country is going to be the clean-energy superpower of the 21st century. Donald thinks that climate change is a hoax perpetrated by the Chinese. I think it's real,” said Clinton. Trump swung back with an an awkward attempt to conjure up Solyndra, the government-backed solar company that went bust in 2011. “She talks about solar panels. We invested in a solar company, our country. That was a disaster. They lost plenty of money on that one,” said Trump. In the days leading up to the debate, more details emerged on Trump’s energy transition team. And during the debate, voters got a few additional hints at his worldview. This week, we’re going to square Trump’s stances on energy with, well, reality. Then, we’ll have an update on Obama’s signature climate rule that is now stuck in court. Finally, GM is getting ready to roll out its 2017 all-electric car, the Bolt. Is this the affordable EV we’ve all been waiting for? Links: Our sponsor, Mission Solar Energy: http://www.missionsolar.com/ Solar Market Insight conference: http://www.greentechmedia.com/events/live/us-solar-market-insight-2016 (Use the code ENERGYGANG for a 15% discount.) Bill Holmberg obituary: http://www.biofuelsdigest.com/bdigest/2016/09/08/bioenergy-legend-bill-holmberg-dies-at-88/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Fri, September 23, 2016
Breaking Diesel Dependence on Small Island Nations
Renewables like wind and solar are largely not linked to oil prices. But there are markets where the success of renewables is more closely tied to oil: islands. Or, more specifically, small island developing states, which make up 20 percent of UN member countries. These small island states are dangerously dependent on diesel -- causing energy prices to fluctuate wildly and forcing many people into fuel poverty. That makes them perfect candidates for renewables. In this week's show, we talk to Leslie Labruto, director of the islands energy program at the Clinton Climate Initiative, about why opportunities in island markets are expanding, even in the face of low oil prices. Then, a pivotal moment for nuclear. After much scrutiny, the UK government approved the 3.2-gigawatt Hinkley Point C nuclear expansion. We'll discuss this historic test case for the competitiveness of nuclear. Finally, a pivotal moment for America’s solar industry. We’ll dig into a debate about where the country’s biggest solar lobbying group needs to turn its attention. Thanks to Mission Solar for sponsoring the show. Check out Mission's American-made solar panels: http://www.missionsolar.com/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Tue, September 13, 2016
America's Local Solar Politics
This week, we hop around to a few U.S. states where there’s been a lot of action: Nevada, California and Florida. Julia Pyper, GTM’s senior reporter, joins us for the discussion. In Nevada, we’ll look at the continued fallout after the decision to end net metering last December. In California, we’ll discuss the unprecedented amount of activity on climate and energy at the end of the legislative session. And in Florida, we’ll talk about the ballot initiative battle that has pitted the state’s utilities against a broad coalition of solar supporters. This week's show is sponsored by Mission Solar Energy. Find out more about Mission's solar cells and modules, made in the USA: http://www.missionsolar.com/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, September 01, 2016
Are We Making Global Energy Poverty Worse?
Big development banks are pouring billions in energy projects in developing countries. Between 2000 and 2014, the World Bank Group alone invested $63.5 billion in electricity access. But we still have more than 1.5 billion people without access to energy services. What is the disconnect? This week, we'll talk about one of the biggest institutional barriers to energy access –- why multilateral development banks are not set up to solve energy poverty quickly. We'll talk to Aaron Leopold, the deputy director for global advocacy at the Power for All campaign, about how to speed up energy access by changing the way we think about traditional investment. Then, are prominent business journalists willfully ignoring the growth in U.S. clean energy jobs? Finally, America is now dealing with its first set of climate refugees in Alaska and Louisiana. A sign of things to come? This week's podcast is brought to you by SolarEdge and Mission Solar Energy. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Fri, August 26, 2016
Is an Offshore Wind Boom Coming for America?
America’s first offshore wind project, the 30-megawatt Block Island Wind Farm off the coast of Rhode Island, is almost complete. The developer, Deepwater Wind, is already eyeing much bigger projects off the Atlantic coast. Meanwhile, following the federal government’s attempts to make offshore leasing easier, a number of East Coast states are adopting policies to encourage new projects. These developments have onlookers excited about the prospects for offshore wind in the U.S. Is America set to follow Europe, which has built many thousands of megawatts of projects? We'll discuss all the latest developments for offshore wind in the country. Later in the show, we'll discuss Bill McKibben’s latest piece on WWIII mobilization for cleantech. Finally, we’ll look back on the last ten years for the Northeastern regional carbon trading market, called RGGI. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Tue, August 23, 2016
Extra: Wind Technology Trends
Wind keeps getting cheaper and cheaper. According to the latest wind technologies report from the Lawrence Berkeley National Lab, the average price of new U.S. wind contracts came in at 2 cents per kilowatt-hour last year. That coincided with record installations, record generation and continued improvements in technology design. All of those trends were documented by our guest, Ryan Wiser, a senior scientist at Berkeley Lab, along with his colleague Mark Bollinger. In this week's show, we'll talk with Wiser about record installation numbers, technology improvements, and the competitiveness of wind after federal tax credits phase out. This Squared content has been unlocked by ABB Automation & Power World. ABB has a virtual conference coming up in September, called Risk, reliability & recovery. This free online event will focus on the real-world solutions to the challenges that utilities face: shrinking budgets, aging assets, new regulations and a host of new distributed energy assets. Register here: new.abb.com/apw/gtm2 If you sign up for ABB’s conference, you will also get $100 off a new GTM Squared membership. If you’re not already a Square and you want to be, now is the time. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, August 11, 2016
Extra: The Commercial Storage Market Is Getting Interesting
A growing number of businesses are using behind-the-meter batteries to cut utility fees. In the U.S., the commercial storage market is still small (36 megawatts in 2015) but it is growing quickly for demand charge management. And it is now starting to grow beyond anchor markets like California, New York and Hawaii. In this episode, we look at how use cases for commercial and industrial battery storage projects are getting more attractive. Ravi Manghani, the director of GTM research’s storage practice, joins us for the conversation. We’ll also going to talk about some new offerings from up-and-coming storage providers, and talk about how Tesla’s planned acquisition of SolarCity would impact C&I storage. This episode is brought to you by ABB Automation & Power World. ABB has a virtual conference coming up in September, called Risk, Reliability & Recovery. This free online event will focus on the real-world solutions to the challenges that utilities face: shrinking budgets, aging assets, new regulations and a host of new distributed energy assets. Register here: new.abb.com/apw/gtm. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Tue, August 09, 2016
A Brief History of Solar Research With SunPower Founder Dick Swanson
SunPower founder Dick Swanson is an icon in the American solar industry –- an elder statesman, if you will. Swanson led groundbreaking solar research in the 70s, experimented with all kinds of solar cell types, broke efficiency records, and helped make SunPower one of the most successful solar companies of all time. Oh, and he’s also known for Swanson’s Law – even though he didn’t actually create the law. In this bonus episode of the Energy Gang, we feature a wide-ranging conversation with Swanson about the early days of solar research, the difficulties in building a solar manufacturing business, and what the future holds for photovoltaics. This podcast is sponsored by SolarEdge, a leader of the DC optimizer market and a leading supplier of inverters to the U.S. residential market. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Tue, August 02, 2016
Cleantech VC Is Dead! Long Live Cleantech VC!
Enjoy this free episode of The Interchange from GTM Squared. If you like what you hear, make sure to become a member: http://www.greentechmedia.com/squared We’re more than a decade on from the beginning of the cleantech gold rush -- and a lot of venture capital firms failed to strike it rich. In this week's show, we tally the boom and bust in cleantech VC, and look at how it compares with other sectors. We're joined by Varun Sivaram, a fellow at the Council on Foreign Relations, and Ben Gaddy, the director of technology development at the Clean Energy Trust. The two recently teamed up with another colleague, Frank O’Sullivan from the MIT Sloan School of Management, to log the performance of venture investments in clean energy and materials from 2006 to 2011. They then compare it to the medical field and software. They found that the failure rate in cleantech was much higher (and the returns were much lower) than these other fields. Their conclusion: venture capital is not the right model for revolutionizing the energy industry. So if that’s true, what should take its place? We debate. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Wed, July 27, 2016
Elon Musk's Master Plan for Tesla
Last week, Tesla Motors dropped “motors” from its name, and is now calling itself just Tesla. This is an indication that the electric car company is thinking about much more than cars. And Elon Musk went way beyond indicating a shift – he explicitly spelled it out in his new master plan, published last Thursday. His first master plan, published in 2006, described the company we know today: build an expensive electric car, improve manufacturing, build a less expensive car, grow manufacturing, and finally build a mass market EV. While Tesla hasn’t always hit Musk’s ambitious timeframes, it is on a path to achieving his original vision. Part two is much more ambitious. It includes building a seamless solar-plus-storage offering, dominating grid-scale storage, revolutionizing busses and tractor trailers, and making shared fleets of autonomous vehicles available to all. As Musk described in his post: “Starting a car company is idiotic and an electric car company is idiocy squared.” So is his latest plan idiocy cubed? Or the right amount of Muskian ambition at just the right time? In this week's podcast, we dissect the plan. Then, we'll discuss energy in campaign politics. We’ll look at Hillary Clinton’s pick of Tim Kaine for vice president, and examine Donald Trump’s relationship with fracking tycoon Harold Hamm. Finally, we’ll take the pulse of regulators, who debated how to grapple with distributed resources at a big meeting this week. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, July 21, 2016
Does 'Clean' Coal Have a Future?
At this week’s Republican National Convention in Cleveland, the GOP doubled down on its commitment to coal -- calling it “an abundant, clean, affordable, reliable domestic energy resource.” Coal can get cleaned up. But it comes at a steep price. And that price can make it hard for even the most ardent supporters to get behind carbon capture and sequestration in practice. Earlier this month, the New York Times published an investigation on the Kemper Power plant, a carbon capture and sequestration project supported by the stimulus that is billions of dollars over budget and still not in service. Securities regulators are investigating the use of government funds, ratepayers in Mississippi are suing Southern Company, and now a whistleblower has released thousands of documents showing that Southern Company covered up its problems and lied about timelines. This is the latest blow to the clean coal industry – which detractors say will never materialize. This week, we'll talk about what Kemper means for the future of carbon capture and sequestration in the U.S. Later in the show, we'll provide some context to an FBI investigation into the 2014 Arizona Corporation Commission elections. And we'll end with a discussion about NextEra's failed bid to acquire Hawaiian Electric Industries. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Fri, July 15, 2016
Imagining the Future of Transportation: How Optimistic Should We Be?
As the world awaits Elon Musk's master plan for Tesla, we provide a glimpse into America's master plan for transportation on this week's podcast. Reuben Sarkar, the deputy assistant secretary for transportation at the Department of Energy, joins us to talk electric cars, natural gas cars, autonomous cars, car efficiency and how the public sector can make automotive innovation easier in the private sector. We ask him: how optimistic should we really be about what all the changes underway in the sector? In the second half of the show, we’ll discuss the end of nuclear power in California. We’ll also ask about Sungevity’s novel approach to going public – a worrying sign, or a clever way to raise money? See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, June 30, 2016
What If We Redesigned the Grid From Scratch?
What would the electric grid look like if we redesigned it from scratch using today's vast array of new technologies and rate designs? Would utilities, regulators and distributed energy providers agree on the design? They might agree on more than you think. In this week's show, we'll talk with Julia Hamm, president and CEO of the Smart Electric Power Alliance, about how to reconcile rapid technology change with the way electric utilities are structured. Then, we’ll talk Brexit. How will Britain’s exit from the European Union complicate energy markets and climate goals? Finally, we’ll untangle the mess in Brazil. It’s been a really rough year economically for the country – and that has spilled over into renewables. This podcast is sponsored by SolarEdge, a leader of the DC optimizer market and a leading supplier of inverters to the U.S. residential market. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Wed, June 22, 2016
Debating Tesla's Plan To Acquire SolarCity
Will Tesla acquire SolarCity? Yesterday, news broke that Tesla’s board offered to buy SolarCity for roughly $2.5 billion. While shareholders and financial analysts don't seem to like the proposed deal, Elon Musk says it's a pivotal part of his long term plan. This week, we're coming live from GTM's Grid Edge World Forum. We'll debate what an acquisition would mean for both companies – and whether shareholders will bite. Then we'll discuss whether the smart home will ever materialize. It's been a difficult decade in the smart home sector. What will it take to turn things around? And finally, we'll take a sober look at fuel cells. Is there any love or respect for them anymore? Eric Wesoff, GTM's editor in chief, gives his bearish take on the future of the fuel cell industry. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Fri, June 17, 2016
The Climate Crisis Worsens
Thirty years ago, a Congressional committee held a two-day hearing on climate change. In June of 1986, scientists didn’t have the sophisticated measurement tools and supercomputer models that they do today. But they did have a lot of data showing that greenhouse gases were steadily warming the planet -- and that failure to curb those emissions would bring dire consequences. Three decades later, those predictions are playing out with alarming accuracy. In the last few months, we’ve seen a slew of research showing that the planet has a worsening fever. We haven’t yet hit summer, but we’re already smashing more climate and weather records. We will talk about the barrage of alarming climate news over the last couple of months. Then, new data shows that renewables are on their way overtaking fossil fuels in the electric sector. Is the development as positive as it seems? Finally, we’ll talk transmission. A couple new projects in the U.S. illustrate how to build new lines effectively to support carbon-free energy. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, June 09, 2016
Getting Subsidies Right for Renewable Energy
Renewables are getting really cheap. But does that mean we need to get rid of all subsidies to support them? Many experts argue that we just need to retarget government support in a smarter way. In this week's show, we’ll explain how that might be done for both renewables and nuclear. Then, in a related conversation, we’ll ask whether nuclear needs to be included in state-level renewable energy mandates. We'll end with a look at a landmark agreement between the U.S. and India that could leverage $1 billion for off-grid solar and microgrid projects. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Fri, June 03, 2016
How One of the Most Successful Wind Tycoons Stayed Ahead of the Energy Markets
Two years after Michael Polsky moved from Soviet Ukraine to the U.S. in 1976, America passed a law allowing independent developers to own power plants. He knew he needed to get in on the action. Polsky eventually became one of the most successful energy developers of all time -- building multiple successful businesses around cogeneration, natural gas and wind. Polsky is now the president and CEO of Invenergy, a company with nearly 14,000 megawatts of wind, solar, natural gas and energy storage projects operating or under construction in the U.S., Canada and Europe. He joins us this week to talk about what he foresaw before most others -- and what he sees as the future of energy. In the second half of the show, we'll discuss Donald Trump's energy speech in North Dakota last week. And we'll end with a quick look at the latest global investment figures for renewable energy. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, May 26, 2016
A Sign of the Utility Death Spiral?
Nevada Power is likely doing a lot of soul searching. Last week, two of the biggest Las Vegas casino companies -- MGM Resorts and Wynn – filed to leave Nevada Power and set off to buy wholesale electricity on their own. MGM has particularly strong renewable energy goals, and this move signals that the company thinks it can procure clean electrons cheaper than the utility. As more large corporations make similar moves, will it lead to a financial disaster for utilities? This week, we'll discuss the implications with Cory Honeyman, the associate director of GTM’s US solar research practice, who has been following the commercial customer class closely. Then, Exxon rejects shareholder demands on climate. We’ll look at the latest salvo over the oil giant’s carbon accounting. And we will end on a low note. Lake Mead, America’s biggest reservoir serving over 20 million people in the West, hit its lowest level ever. Are water wars on the horizon? See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, May 19, 2016
The Solar Coaster: Troubles at Yingli Solar and the Flatlining Global PV Market
This year, GTM Research is forecasting that 66 gigawatts of PV capacity will be installed around the world -- a 21 percent increase over last year. But next year, capacity will only expand by 4 percent. In fact, without some of the top markets like India, America and China, the global solar market would likely retract next year. Meanwhile, Yingli Solar -- once the world's top producer of solar modules -- is having trouble paying back its loans and may be approaching bankruptcy. Why is the company doing so poorly while most other leading manufacturers are healthy? In this week's show, we'll talk with Mohit Anand, GTM Research's senior global solar analyst, about the ups and downs for PV around the globe. In the second half of the show, we'll talk about the controversy over shoddy labor practices at a Tesla contractor. And we'll finish by discussing the latest in the political war over solar in Nevada. Don't forget to check out our live show at the Grid Edge World Forum. Any new registrants get a 10 percent discount through the podcast. Just use the promo code ENERGYGANG while checking out to get your listener discount. Find the Grid Edge World Forum here: https://www.greentechmedia.com/events/live/grid-edge-world-forum-2016 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Wed, May 11, 2016
Live From New York: Making America Great Again
In this live episode from New York City, the Energy Gang is joined by two prominent energy journalists — Yuliya Chernova of the Wall Street Journal and Chris Martin of Bloomberg — to talk about the hottest stories in energy and cleantech. We’ll talk about bankruptcies, politics and the latest from New York’s bold plan to reform its energy market. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, April 21, 2016
From Shell to SolarWorld: The Technology Stages of Solar
Terry Jester started her solar career in 1979 as the VP of engineering at ARCO Solar, one of the early oil companies investing in photovoltaics. Over the years, the company was sold to Siemens, Shell and SolarWorld -- and Jester stayed through it all. Jester, who has also worked for SoloPower and SunPower, is now CEO of a solar-grade silicon manufacturer Silicor. We'll talk with her about the early days of solar, how the upstream business has changed, and discuss the future of solar production. In the second half of the show, we'll discuss a comprehensive bipartisan energy bill passed by the Senate this week. We'll end with the legacy of Rhone Resch, who is retiring as president of the solar industry’s national trade group after 12 years. Make sure to buy tickets for our upcoming live event on May 4: http://www.cleanecnyc.org/next-event/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, April 14, 2016
Beyond Bitcoin: How Blockchain Could Transform the Energy Sector
The cryptocurrency Bitcoin is changing the way people think about operating financial markets and banking systems. Meanwhile, distributed energy is changing the way people think about running grids. Can the two influence one another? Many experts believe that the blockchain -- the public database that tracks Bitcoin -- will be the catalyst for the distributed, transactive grid. This week, we'll talk with Paul Brody of Ernst & Young about how the blockchain can be applied to energy and the internet of things. We'll describe how blockchains work, why they're useful, and when they'll start influencing the energy business. In the second half of the show, we'll discuss concerns about rolling blackouts and too much renewable energy in California. We'll end the show by talking about a controversial proposal to give away millions of free solar kits in Kenya. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, April 07, 2016
Tesla's Model 3: The iPhone or Blackberry of the Auto Sector?
Many are billing Tesla's Model 3 launch as an iPhone moment. If the hype and pre-orders are any indication, the boutique electric vehicle manufacturer has indeed taken another step toward transforming the auto industry. But could the Model 3 also be a Blackberry moment? If sales don't live up to expectations and Tesla faces any sort of quality control issue, it could take a big hit. And there are plenty of incumbents looking to fill Tesla's role. In this week's show, we'll talk about the meaning of the Model 3 with Dana Hull, a Bloomberg business reporter covering Tesla and SpaceX. In the second segment, we'll ask how consumers can better protect themselves from fraud or poor investments in home solar systems. And we'll finish with a conversation about James Hansen's latest dire (and controversial) warning on climate change. Make sure to come to our live show in New York City on May 4. We'll be joined by Yuliya Chernova of the Wall Street Journal and Chris Martin of Bloomberg for a discussion of the hottest topics in energy and cleantech. Our last show sold out, so make sure to get your tickets today! Get tickets here: www.eventbrite.com/e/the-energy-gang-live-a-candid-take-on-the-clean-energy-transition-tickets-24231943395 The Energy Gang is produced by Greentechmedia.com. The show features weekly discussions between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Fri, April 01, 2016
Inside Amazon's Drone-Based Solar Installation Service
Amazon upended book publishers and brick-and-mortar retailers. Is it about to upend solar installers too? Two months ago, GTM researchers stumbled upon a patent filed by Amazon for a drone-based solar installation system. After an extended investigation, we've confirmed that the company is working on the technology as part of its broader drone-based package delivery service. Amazon already has FAA approval to pilot the drones, and plans to roll out the service within two years. If Amazon is successful, drone-based solar installation could completely change the way consumers buy solar. In this episode, we'll outline how the service will work and what impact it may have on the installation business. This podcast is part of GTM's premium service, Squared. Enjoy this week's episode for free. Sign up for Squared to hear more in-depth analysis every week. (If you're still reading this, please note the publish date: April 1.) See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, March 31, 2016
The Utility Industry Is Rebranding Itself
Utilities are often criticized for not connecting deeply enough with their customers. In a world where choice is becoming more important -- turning ratepayers into dynamic consumers -- power companies need to offer a wider range of services and communications outlets. One way to better connect: use more consumer-friendly language. According to a report in the Huffington Post this week, the Edison Electric Institute recently hired a marketing expert to help member companies better message themselves. “They view us a monopoly, no incentives to serve the customers. They view us as stuck in the past in terms of technology," said PR guru Michael Maslansky in a presentation to the EEI board this January on consumer focus groups. "We need to be able to think about something sustained, something repetitious, something ongoing.” Is this just a public relations ploy to improve the image of utilities? Or is it a serious attempt to engage with customers? We'll discuss in this week's show. In our second segment, we'll talk about the Energy Information Administration's new report defending its forecasting and data gathering. Finally, we'll discuss a new analysis from the National Renewable Energy Laboratory showing that America can technically get 39 percent of its electricity from rooftop solar. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussions between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Fri, March 18, 2016
The Libertarian View On The Distributed Energy Transition
It wasn't just science that got Eli Lehrer to accept the reality of climate change. It was insurance markets. As a free-market expert on insurance policy, Lehrer realized many years ago where the industry models were headed. "Every modeling firm used by the insurance industry acknowledged climate change is real. If markets have the ability to aggregate information, then either markets don't work or climate change is real. My judgment is that markets work and therefore climate change is real," says Lehrer. In 2012, Lehrer founded the R Street Institute, a think tank devoted to spreading free market principles. In recent years, he's become a libertarian thought leader on environmental protection, carbon pricing and, most recently, the distributed energy transition. In this episode, the gang talks with Lehrer about how to make these issues more palatable to the political right. In our second segment, we'll talk about a new consumer poll on rate design and subsidies for solar. We'll end the show with a look at United Airlines' big biofuels announcement. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, March 10, 2016
The Second Coming Of Storage In America
America is undergoing a second wave of storage growth. The first wave came between 2011 and 2013, when grid-scale projects backed by the government stimulus came online. The second wave is based largely on two applications for lithium-on batteries: frequency regulation and demand charge management. These two applications helped the U.S. storage market grow 243 percent in 2015, according to the new Energy Storage Monitor from GTM Research and the Energy Storage Association. In 2020, America’s energy storage market will be 28 times bigger than it was in 2015. This third wave of growth, says GTM Senior Storage Analyst Ravi Manghani, will be catalyzed by a broader range of revenue streams as regional wholesale markets get more sophisticated. In this week's show, we'll look at the trends behind America's storage surge. In the second segment, we'll talk about China's war on coal. In the last segment, we'll discuss the consequences of Vivint's decision to kill an acquisition agreement with SunEdison. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, March 03, 2016
The Latest Technology Trends at the Grid Edge
ARPA-E, the government agency founded in 2007 to support R&D in cutting-edge energy technologies, has invested $1.3 billion into power electronics, new solar materials and novel battery chemistries over the years. According to the agency, the private sector has already responded with $1.25 billion in follow-on funding. Much of that money is going toward technologies that will help enable a distributed, responsive, renewable grid. In this week's show, we're joined by Jeff St. John, GTM's senior grid reporter, for a discussion on ARPA-E's grid edge strategy. How's it working? Later in the show, we'll have an update on the drama surrounding Exelon’s $7 billion bid to acquire Pepco. Is the deal dead? We will end by talking about a WTO ruling against India’s local content requirements for solar. How will it impact the country’s burgeoning solar market? The Energy Gang is produced by Greentechmedia.com. The show features weekly discussions between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, February 25, 2016
Troubles at Google-Owned Nest?
Nest, the smart home company acquired by Google in 2014, is under scrutiny. In the wake of multiple glitches that screwed with Nest thermostats this winter, there are now reports of unrest within the company. But are these issues really that big of a deal for the maker of smart home devices? We’ll dissect the speculation about "internal problems" and ask whether recent bugs will impact Nest's position in the market. Then, we’ll look at what the sudden death of Supreme Court Justice Antonin Scalia means for President Obama’s climate plan. We’ll end with a heated conversation about whether solar is really capable of helping developing countries leapfrog the grid. Check out our Grid Edge Customer Network here: www.greentechmedia.com/customernetwork See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, February 18, 2016
Silicon Valley's Conflicted Relationship With Cleantech
In 2012, Wired magazine ran a prominent feature on why "the cleantech boom went bust." A couple years later, after a slew of venture investment failures in the industry, 60 Minutes ran a major story on "the cleantech crash." The stories were widely criticized by cleantech experts as incomplete or inaccurate (the Energy Gang even ran its own critique of the 60 Minutes story). But they did reveal some hard truths: venture investors lost a lot of money on clean energy investments. There was indeed an investment bubble -- and it popped. Over the last couple of years, investors have taken on a more capital-lite, software-dominant approach to cleantech. But now some of the biggest companies in Silicon Valley are taking on one of the most capital-intensive industries of all: automobiles. So what are we to make of the venture investment climate? This week, we'll talk with Katie Fehrenbacher, a senior writer at Fortune, about trends she's seeing in the sector. Later in the show, we'll take a look at SunEdison's latest troubles. And we'll end with a discussion about the recycling industry's economic woes. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussions between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, February 11, 2016
Adapt or Die? National Grid's Plan to Embrace the Future of Energy
What does it take to truly change a large utility? Not just cosmetic changes to branding -- but true structural changes around distributed energy deployment and customized offerings for customers. In this week's show, we’ll talk with an industry veteran who’s trying to usher in those changes. Ed White, vice president of New Energy Solutions at National Grid, joins the Gang to discuss the utility's new plan to integrate solar, efficiency, storage, electric cars and grid automation all into one area of the business. It's not an easy task. But we'll talk with White about how he hopes to pull it off. Later in the show, we'll discuss two major Supreme Court decisions on demand response and Obama's landmark climate rule. And we'll finish with a quick discussion of the positive outcome of California's net metering debate. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, February 04, 2016
Is Rooftop Solar Screwed in Nevada?
Nevada's sweeping changes to net metering last December shook the solar industry. And the drama continues in 2016. Our GTM editorial and research team has been consumed by the situation in the state. Will consumers start defaulting on their PPAs? Will solar companies permanently leave the state? Will it make solar a bigger national political issue? In this bonus episode, we'll bring on GTM Senior Writer Julia Pyper to dissect the situation in Nevada. We'll get a detailed update on one of the most controversial stories in solar. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Fri, January 22, 2016
Hawaii's Unique Approach to Funding Cleantech Startups
Many states prioritize tech incubators for a variety of economic reasons. The Energy Excelerator in Hawaii has a much more specific mission: tie support for startups to a 100% renewable energy target set by the state last year. That mission guides the way Energy Excelerator funds projects, chooses awards, and works with incumbents. This week, we'll talk with Dawn Lippert, the organization's co-founder and director, about how Hawaii plans to support innovation in distributed energy. Later in the show, we'll look at where Generate Capital (where co-host Jigar Shah acts as president) is deploying $150 million for "infrastructure-as-a-service" projects in underserved markets. We'll finish with a look at the political prospects for a carbon tax in 2016. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussions between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, January 14, 2016
Diversifying Cleantech: Race and Class in the Energy Transition
In 2012, an NAACP analysis found that Americans living within three miles of a coal plant are disproportionately low-income and disproportionately non-white. The report echoed government studies from the 1980s showing how toxic waste facilities and power plants were overwhelmingly located in communities of color across the U.S. -- studies that helped spark the environmental justice movement. Today, environmental justice isn't just about fighting toxic facilities. It's about ensuring the transition to clean energy is fair, inclusive and economically beneficial. In this week's show, we'll talk with Jacqueline Patterson of the NAACP about what clean energy can learn from the environmental justice movement. In the second part of the show, GTM's Eric Wesoff joins us to talk about his analysis of Vinod Khosla's venture investments in biofuels, batteries, solar and materials. We'll finish by talking about the natural gas leak outside Los Angeles that has forced thousands of people from their homes. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, January 07, 2016
Should We Be Optimistic or Pessimistic About the Future?
The final month of 2015 was one of the best in recent memory for climate action. The world's carbon emissions dipped for the first time during a period of economic growth. The Paris climate talks ended with a global agreement to reduce greenhouse gases. And America extended key tax credits for renewables that will ensure strong growth in the years ahead. Some are cheering. But others are not so sure we should be optimistic. Brad Plumer, a senior editor at Vox, shares the cautious view on these developments. In this week's show, we'll talk with Plumer about the hard work that comes after Paris if world leaders are serious about decarbonizing the global economy. Later in the show, we'll talk with GTM Senior Reporter Julia Pyper about how electric cars and autonomous vehicles are playing into the Consumer Electronics Show. We'll wrap up with a discussion about Nevada's controversial decision to slash net metering for all solar customers in the state. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Tue, December 22, 2015
2015: The Year In Review
For our last podcast of the year, we offer up our picks for the top stories from the last 12 months. In the first segment, we'll get Katherine's take on policy developments for climate and clean energy. In the second segment, Jigar will describe why he thinks the R&D versus deployment debate has been resolved. And in our last segment, Stephen will talk about the dislocation for public solar companies. This podcast is sponsored by Huawei Technologies, a leading global ICT solutions provider. Huawei is proud to offer its FusionSolar PV solution -- a unique approach to integrating, optimizing and digitizing solar-power plants. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, December 17, 2015
Autonomous Cars and the Future of Mobility
The world’s biggest automakers are suddenly under threat from consumer technology companies in Silicon Valley. Are they up to the threat? This week, we talk with Anand Shah, the leader of the autonomous mobility unit at Albright Stonebridge Group. Anand worked previously at Audi and the BMW group, where he analyzed all the forces changing the auto industry. We’ll discuss those forces, which include autonomous driving, electrification and ride sharing. In the second half of the show, we’ll talk about some positive developments for renewable energy tax credits. We’ll also look at the details of the international climate deal signed in Paris. This podcast is sponsored by Huawei Technologies, a leading global ICT solutions provider. Huawei is proud to offer its FusionSolar PV solution -- a unique approach to integrating, optimizing and digitizing solar-power plants. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Fri, December 11, 2015
Get a Job in Cleantech
There are roughly 8 million jobs globally in the renewable energy sector. A lot of people -- both young students and those with established careers -- want to know how they can be one of them. In this week's podcast, we'll talk with Dawn Dzurilla, founder of Gaia Human Capital Consultants, about best practices in job hunting: Should you get a graduate degree? What kind of skills are employers looking for? How do you keep yourself relevant during a long job search? In the second half of the show, we'll discuss the deep troubles at Abengoa. We'll end with a brief synopsis of what's happening during the final hours of the Paris climate talks. This podcast is sponsored by Huawei Technologies, a leading global ICT solutions provider. Huawei is proud to offer its FusionSolar PV solution -- a unique approach to integrating, optimizing and digitizing solar-power plants. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, December 03, 2015
Will Global Climate Talks Succeed?
Will developing countries sign on to binding carbon reduction targets? Will rich and poor countries agree to a financing package for climate adaptation? Will anyone pay attention to Republican climate deniers posturing on the global stage? Those are the questions people are looking to answer at the ongoing UN climate talks in Paris. In this week's show, we'll talk with ClimateWire Deputy Editor Lisa Friedman about how things are playing out at the negotiations. In the second half of the show, we'll look at a couple shakeups and spinoffs in the utility sector: David Crane's departure as NRG's CEO, and RWE's decision to split up its distributed energy and conventional energy businesses. We'll end with a conversation about how the U.S. government can more effectively support offshore wind. This podcast is sponsored by Huawei Technologies, a leading global ICT solutions provider. Huawei is proud to offer its FusionSolar PV solution -- a unique approach to integrating, optimizing and digitizing solar-power plants. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Tue, November 24, 2015
Will Residential Storage Thrive? Will Solar Survive After The ITC? We Discuss.
This week, we're serving up a couple of our favorite Interchange podcasts from this fall. In our first segment, we talk with Ravi Manghani, a senior storage analyst at GTM Research, about where residential storage makes sense economically. In our second segment, we chat with MJ Shiao, the GTM's director of solar research, about what will happen to the U.S. solar industry if its tax credit isn't extended. Every week, we're having deep conversations about what's driving change in the cleantech and utility sectors. If you like what you hear, visit GTM Squared to become a subscriber and learn more about our premium content. http://www.greentechmedia.com/squared See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Tue, November 17, 2015
Live: The Changing Utility-Solar Relationship
This week, we have a live podcast from the Solar Focus conference in Washington, DC, hosted MDV-SEIA. The theme of the discussion: what role utilities play in implementing solar and other distributed resources. We’ll start with a conceptual framework in our first segment and look at some specific utility ownership programs in our second segment. At the end of the show, we’ll talk about the state of play for extending the Investment Tax Credit. This week’s guest host is Tanuj Deora, the chief strategy officer of the Solar Electric Power Association. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Mon, November 09, 2015
We Need a Fuel Sticker for Buildings
We use labels to advertise fuel economy of automobiles and the efficiency of appliances. Why don’t we do the same thing for our buildings? There are now 16 cities around the U.S. with building energy disclosure laws in place. Early data shows the laws are working to encourage efficiency measures and behavior change. But how far can they take us? In this week’s show, we’ll talk about the effectiveness of building energy disclosure laws with Cliff Majersik, the executive director of the Institute for Market Transformation. In the second half of the show, we’ll dissect President Obama’s decision to reject the Keystone XL pipeline and discuss why SolarCity’s stock has taken such a big hit. This show is sponsored by Huawei Technologies. Find out more: http://www.huawei.com/us/ Find out more about our new premium service, GTM Squared: http://www.greentechmedia.com/squared See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, October 29, 2015
Can Opower Keep Utilities in Control of the Distributed Grid?
Opower has evolved a lot over the years. The software provider started with a simple efficiency solution for utilities, and has since deepened its analytics and moved into demand response, billing, segmentation and customer care. One thing has stayed the same over the years: Opower firmly believes that the utility will be the arbiter of the distributed grid. In this week’s show, we’ll talk with Opower CEO Dan Yates about the promise and perils of selling software to utilities. He’ll also discuss why he believes strengthening utility interactions with customers will be crucial for realizing a renewables-heavy grid. Later in the show, we’ll discuss Hawaii’s decision to slash net metering. And we’ll wrap up with a preview of the Paris climate talks -- will an agreement be reached? Don't forget to check out our new premium service, GTM Squared: http://www.greentechmedia.com/squared. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, October 22, 2015
Elon Musk: the Man Behind the Hype
At a time when Silicon Valley entrepreneurs are criticized for their lack of ambition to create world-changing ideas, Elon Musk has emerged as a hero to many. Like Steve Jobs, Musk is both loved and reviled for his unwavering commitment to his vision. That vision: power the world with solar, make electric cars the dominant form of transportation, and revolutionize space travel. Some believe Musk is overhyped. Others think he's a savior of American manufacturing and innovation. Who is the man behind the myth? And how does run his companies? In this episode, we'll talk with Bloomberg Businessweek writer Ashlee Vance about his new book, "Elon Musk: Tesla, SpaceX and the Quest for a Fantastic Future." Vance describes Musk's leadership style, ambitious goals, and potential legacy. Later in the show, we'll discuss ISIS hacking attacks on the U.S. grid. We'll finish the show with a look at how Canada's new prime minister may influence climate and clean energy policy. Don't forget to check out our new premium service, GTM Squared: http://www.greentechmedia.com/squared. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Sun, October 18, 2015
YieldCos: Understanding the Renewables Financing Bubble
When a slew of leading developers started forming YieldCos in 2013, they were hailed as a revolution in renewable energy financing. Not so much anymore. After enjoying a long surge in stock pricing, YieldCos have come crashing down -- some falling as far as 50 percent in value since July. Why did they all see such a dramatic reversal all at once? Is it that YieldCos are inherently risky? Or was there just an irrational exuberance that has leveled out? We'll answer those questions in this episode. We talk with finance expert Tom Konrad about how YieldCos are structured, why they were overvalued, what a market correction looks like, and whether they still represent the future of financing renewable energy projects. The Interchange is a brand new podcast available to GTM Squared subscribers. For one month, we’re giving away the show for free. Visit the http://www.greentechmedia.com/squared to find out more about our premium content. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, October 15, 2015
Are Climate Goals Doomed Without Nuclear?
When the Obama Administration released its carbon rule this summer, it was hailed as a "historic step" to cutting carbon pollution. But is it really? Lots of supporters and analysts think the targets are too weak. Many now worry that the government created a rule so fragile that it could break down with a modest change in the energy mix. The reason: existing nuclear has been left out. In this episode, we'll talk with energy analyst Jesse Jenkins about why maintaining nuclear plants is vital to keeping Obama's climate rule from collapsing. Later in the show, we'll talk about the fight over demand response that hit the Supreme Court this week. We'll also look at how energy and climate were discussed during the Democratic presidential debate. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Wed, October 14, 2015
Creating the Next Billion-Dollar Solar Firm
Solar has been around for decades. But it’s only in the last 10 years when the billion-dollar companies have emerged. With solar business models still so new, there a lot more room for many more startups to emerge as the next behemoths in the industry. But can software companies do it? In this episode of The Interchange, we’ll talk with Emily Kirsch, the co-founder and CEO of Powerhouse, an incubator and accelerator dedicated to the distributed solar industry. She’ll discuss where she sees the greatest opportunities for growth. We’ll talk about why Powerhouse is so focused on software companies, hear about common mistakes made by entrepreneurs pitching their companies, and discuss some alternatives to venture capital. The Interchange is a brand new podcast available to GTM Squared subscribers. For one month, we’re giving away the show for free. Visit the http://www.greentechmedia.com/squared to find out more about our premium content. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Mon, October 12, 2015
Winning Strategies In Home Energy Management
After a few years of struggles, tech providers are finally getting traction in home energy management. This is partly due to the rapid adoption of smart phones, which give companies cheap ways to interact with customers and monitor their energy consumption. It's also due to the success of laying energy services on top of home security packages, cable and internet packages, and solar contracts. So who will emerge as a winner in the space? In this edition of The Interchange, Stephen Lacey and Shayle Kann talk with Omar Saadeh, a senior grid analyst at GTM Research, about winning strategies in HEMS 2.0. The Interchange is a brand new podcast available to GTM Squared subscribers. For one month, we're giving away the show for free. Visit the gtmsquared.com to find out more about our premium content. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, October 08, 2015
Can SunEdison Recover From Its Slump?
It's been a tough summer and fall for the world's biggest renewable energy developer. Since SunEdison announced its acquisition of Vivint Solar in July, the company's stock price has fallen by 70 percent. Just this week, executives announced they are laying off 15 percent of the company's workforce -- amounting to a cut of around 1,000 people. How did a leading renewable energy company riding so high earlier in the year reverse course so quickly? In this week's podcast, we'll discuss the factors behind SunEdison's recent woes and look at its new plan to get back on track. Later in the show, we'll provide updates on Exelon's bid to buy up Pepco, Shell's decision to abandon Arctic drilling, and some energy bills making their way through Congress. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Tue, September 29, 2015
How Cheap Can Solar Get?
This week, we present a special episode from our new podcast series, called "The Interchange." The Interchange is a brand-new podcast available to GTM Squared subscribers. For one month, we’re giving away the show for free. Visit gtmsquared.com to find out more about our premium content. Solar costs are on a strong downward trajectory. But competitiveness is a moving target. High levels of PV on the grid forces wholesale prices downward, potentially making the technology less competitive over time. At the same time, subsidies for the industry will likely continue to fade away. So what will it take for solar to become resistant to these forces? In the first episode of The Interchange, Stephen Lacey and Shayle Kann talk with solar expert Varun Sivaram, a fellow at the Council on Foreign Relations, about the technology and rate design improvements needed to keep PV growth strong. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Tue, September 22, 2015
Exxon's Hidden Past
In the mid 1970s, Exxon invested millions of dollars into sophisticated climate research and determined that greenhouse gas emissions would warm the planet to dangerous levels if left unchecked. But then something changed. In the mid 1980s and into the 90s, Exxon curtailed much of that research and started sowing doubt about the reality of the problem. By one tally, Exxon has spent $30 million supporting front groups and climate denying politicians in order to prevent action on reducing carbon emissions. Why such a dramatic reversal? In this episode, we talk with Neela Banerjee, a reporter with Inside Climate News, about a lengthy investigative series she's co-writing on Exxon's conflicted climate past. (Make sure to read part one, part two and part three of the Inside Climate News series.) Later in the show, we'll look at the good and bad pieces of California's latest climate and clean energy bill. And we'll end with a discussion of trends from Solar Power International. This podcast is sponsored by ReneSola, a Tier 1 solar cell and module manufacturer with a decade of experience in the cleantech industry. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussions between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Fri, September 11, 2015
Shell's Arctic Drilling Gamble
In 2012, Shell ventured up to the Arctic to drill exploratory offshore oil wells. A lot went wrong. Its containment dome failed, a ship ran aground, another vessel was threatened by ice, one of its contractors was fined for safety violations -- and after all that, Shell never completed its exploratory drilling operation. The company has spent $7 billion to explore for oil in Arctic waters. And with a new plan of attack and fresh approval from the Obama Administration, Shell plans to spend $1 billion every year to get access to the region's rich reserves. In this episode, we look at the environmental, economic and political risks that Shell faces as it searches for oil in the Arctic. We'll also ask if its money could be better spent on harnessing energy resources beyond petroleum. Later in the show, we'll talk about how Hurricane Katrina influenced the environmental justice movement over the last 10 years. And we'll end with a discussion about steep feed-in tariff cuts for solar in the UK that business say will destroy the industry. This podcast is sponsored by ReneSola, a Tier 1 solar cell and module manufacturer with a decade of experience in the cleantech industry. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussions between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, September 03, 2015
Distributed Batteries Are Following Solar's Success
Behind-the meter battery storage is experiencing strong growth in the U.S. But with only 6.4 megawatts of capacity installed in 2014, companies have barely touched the market’s potential. Stem is one of a handful of companies leading the deployment of distributed batteries in commercial and industrial buildings. The company has since raised $75 million from a range of high-profile investors, and it is set to install about 10 megawatts of behind-the-meter battery systems this year. In this week’s show, Stem CEO John Carrington joins us to talk about why behind-the-meter storage is taking off, and where the economics and applications are headed. Carrington brings years of experience in solar to the storage industry. Later in the show, we’ll discuss the government’s investigation of the Solyndra loan guarantee, which was finally released after four years in the works. We’ll end the show with a discussion about Warren Buffett’s energy investments. This podcast is sponsored by ReneSola, a Tier 1 solar cell and module manufacturer with a decade of experience in the cleantech industry. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussions between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Fri, August 28, 2015
How Activists Killed a $6.9 Billion Utility Acquisition
Until this week, most people thought Exelon's planned $6.9 billion acquisition of Pepco was a sure bet. But in a blow to both companies, regulators in the District of Columbia rejected the deal.What happened? The story is not just about a business deal gone awry. It’s a story about local empowerment, how utilities are dealing with the dramatic swing in America’s electricity market, and the tough decisions regulators are grappling with as they consider how to promote a cleaner grid. We will talk to Anya Schoolman, an organizer in DC who opposed the deal, about how a group of citizens derailed one of the largest utility acquisitions in history. Later in the show, we'll examine how recent turmoil in the financial markets may impact energy markets. And we'll finish with a discussion of President Obama's latest announcement on PACE and loan guarantees. This podcast is sponsored by ReneSola, a Tier 1 solar cell and module manufacturer with a decade of experience in the cleantech industry. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussions between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, August 20, 2015
The Most Important Energy Bill You've Never Heard Of
If there’s any concept that can cut through politics of distributed energy, it’s “personal energy independence.” Some utilities may not like the idea, but many supporters believe it’s a helpful way to frame policies supporting solar, storage and microgrids, both nationally and locally. That is what encouraged Senator Angus King (I-ME) to introduce a bill in Congress that would establish a nationwide integration plan for distributed energy. Called “The Free Market Energy Act,” the legislation wouldn’t mandate any specific technology; rather, it would direct states to establish rate structures and interconnection laws supporting on-site energy systems in a way that’s fair to utilities and individual customers. “It’s absolutely clear this is where the future is going and people are going to demand their own personal energy,” explained King, speaking on the Energy Gang. This week, we talk with Senator King about his bill and discuss the politics of energy in Congress. Later in the show, we’ll explore the business opportunities in Latin America for solar companies looking to expand internationally. We’ll wrap up with a look at the politics of race surrounding President Obama’s landmark climate rule. This podcast is sponsored by ReneSola, a Tier 1 solar cell and module manufacturer with a decade of experience in the cleantech industry. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussions between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Wed, August 05, 2015
Is Obama's Big Climate Plan Really That Ambitious?
The Obama Administration finally completed its landmark climate rule that will require states to cut power plant carbon emissions. It's been hailed by supporters as historic, and demonized by opponents as an economic threat. But is it really all that big of a deal? That depends on how you look at it. In this week's show, we'll talk with Michael Grunwald, a senior reporter at Politico, who argues that the climate law is not very ambitious when it comes to carbon reductions. However, it will still be good for clean energy businesses, which will see new state markets open up because of the rule. We'll examine all the implications. Later in the program, we'll look at why the U.K.'s Green Deal efficiency program failed, and ask if there are lessons for U.S. efficiency programs. In our last segment, we'll discuss the philosophy behind Bill Gates' billion-dollar investment in clean energy. This podcast is sponsored by ReneSola, a Tier 1 solar cell and module manufacturer with a decade of experience in the cleantech industry. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussions between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, July 30, 2015
Why Coal Companies Are Collapsing in Spectacular Fashion
Pretty much everything bad that could happen to the coal industry is happening. Global coal demand is slumping; low natural gas prices and competitive renewables are shifting the energy mix in America; and a slew of regulations are causing plants to close at an unprecedented rate. Since 2012, more than 40 U.S. coal companies have filed for bankruptcy. And just this week, Peabody Energy, one of the largest coal firms in the world, reported $1 billion in quarterly losses. In this week’s show, we’ll talk with Taylor Kuykendall, a coal reporter with SNL, about all the factors contributing to coal’s demise. Then, we’ll discuss new grid rules in California that will allow companies to aggregate distributed resources and bid them into wholesale electricity markets. And we’ll end with a look at Hillary Clinton’s proposed plan to install 140 cumulative gigawatts of solar in America by 2020. This podcast is sponsored by ReneSola, a Tier 1 solar cell and module manufacturer with a decade of experience in the cleantech industry. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussions between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, July 23, 2015
Inside SunEdison's Acquisition Bonanza
SunEdison is on a mission to become one of the biggest energy companies in the world – built entirely on renewables. It still has a ways to go. SunEdison has a $9 billion market capitalization. The two biggest oil companies, PetroChina and ExxonMobil, are worth $376 billion and $342 billion respectively. And Duke Energy, America’s largest utility, has a market cap of $50 billion. But with a slew of billion-dollar acquisitions of wind and solar companies – most recently Vivint Solar -- SunEdison believes it is on the path to rivaling the world’s supermajors. "We are building the next generation of the biggest energy companies on earth," said Julie Blunden, SunEdison's chief strategy officer, this week after announcing plans to buy Vivint Solar for $2.2 billion. In this week’s show, we will discuss SunEdison’s business strategy and ask if the company is on a sustainable growth path. In the second half of the show, we’ll talk about a new report showing renewables outpacing nuclear power, and look at a scientific study of climate records that were shattered in 2014. This podcast is sponsored by ReneSola, a Tier 1 solar cell and module manufacturer with a decade of experience in the cleantech industry. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussions between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Wed, July 15, 2015
Political Turmoil for Renewables in Australia and Spain
Two countries with some of the richest renewable energy resources in the world – Australia and Spain – are also two of the most hostile to the industry’s growth. Last week, Australia abruptly changed its national policies for renewables, upsetting project development plans. And in June, Spain proposed yet another tax on storage systems to discourage self-consumption. In this episode, we’ll talk about the turmoil and Australia and Spain, and look at the consequences for politicians and the renewable energy industry. We’ll finish up by debunking a new report from the Taxpayer’s Protection Alliance claiming that the solar industry is causing a bubble similar to the housing bubble that caused the 2008 financial crisis. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussions between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Wed, July 01, 2015
Why Global Solar Demand Will Be Off The Charts
By the end of the decade, the solar industry could be installing 135 gigawatts yearly – more capacity in 12 months than all cumulative installations over the last four decades. The 2020 solar market will look much different today. It will be defined by fewer subsidies, greater geographic diversity and more sophisticated business models. This week, we’ll talk with Adam James, a senior solar analyst at GTM Research, about some of the most interesting findings from his new global demand report. Later in the show, we’ll discuss the Supreme Court ruling against the EPA’s mercury and air toxics rule for power plants. We’ll wrap up with a look at leading residential installer Sunrun as it prepares to go public. This podcast is sponsored by ReneSola, a Tier 1 solar cell and module manufacturer with a decade of experience in the cleantech industry. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussions between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Mon, June 29, 2015
A Top Utility Engineer Talks Distributed Energy Integration
This week, we have a taping of the Energy Gang from GTM’s Grid Edge Live conference in San Diego. We’ll talk with Tom Bialek, the chief engineer at San Diego Gas & Electric, about the utility’s landmark microgrid project, its new distributed resource management system, and how to improve the utility-customer relationship. And we’ll wrap up with a look at how California’s pro-distributed energy policies are shaping utility procurements. This podcast is sponsored by ReneSola, a Tier 1 solar cell and module manufacturer with a decade of experience in the cleantech industry. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussions between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Fri, June 19, 2015
Is the Republican Party Incapable of Addressing Climate Change?
After Pope Francis issued his strongly worded encyclical on climate change and the environment, many wondered how it would influence skeptical conservatives. It didn’t take long to get an answer. “I don’t think we should politicize our faith,” said Republican presidential hopeful Jeb Bush, who brushed off climate change as an inherently political issue. So what would it take to get Republicans more engaged on climate and cleantech? This week’s guest, Vox staff writer David Roberts, believes change won’t come from some kind of utopian post-partisan framework. “The other strategy is to beat the other side. If you can’t win them over, you beat them. For some reason, the whole idea of winning as opposed to transcending partisan battles is alien” to progressives, said Roberts. We’ll talk with David about the difference between “conservatism of the mind” and “conservatism as it exists” in energy policy. Later in the show, we’ll discuss the importance of the Pope’s encyclical on the environment. And we’ll wrap up with a look at underperforming concentrating solar power plants in Arizona and California. This podcast is sponsored by ReneSola, a Tier 1 solar cell and module manufacturer with a decade of experience in the cleantech industry. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussions between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Fri, June 12, 2015
New York's Energy Czar on Transforming the Electricity System
Richard Kauffman has a lot of responsibilities as New York's "energy czar." He oversees multiple agencies and utilities, advises the governor on energy issues, and works closely with regulators in their attempt to build a new electricity market based on distributed resources. "Often the entities are diffuse and everyone is in their own silo. The benefit we have [in New York] is to develop and implement an integrated energy policy," explained Kauffman on the Energy Gang. This week, we'll talk with Kauffman about the state's unique approach to energy policy. We'll also talk about how he's trying to use markets -- not top-down government programs -- to stimulate change in the electricity sector. Later in the show, we'll debate the significance of EPA's report on groundwater contamination from fracking. To wrap up the show, we'll ask how much Australia overpaid for its solar boom. This podcast is sponsored by ReneSola, a Tier 1 solar cell and module manufacturer with a decade of experience in the cleantech industry. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussions between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Fri, June 05, 2015
Are We Measuring Energy Use All Wrong?
We measure energy use with a commodity-based approach -- monitoring electrons, therms and gallons. But is there a better way to gauge the efficiency of the economy? Energy Economist Skip Laitner has been exploring a new method based on measuring "exergy," which shows that America's economy is only 14 percent efficient. And he says it's getting less efficient every year. In this week's show, we'll talk with Laitner about why measuring usable energy is better for understanding economic productivity. And we'll ask: how do we apply it to the real world? Later in the program, we'll discuss the state of the storage industry. And we'll look at why America's flagship clean coal project in Kemper, Mississippi is so delayed and over budget. This podcast is sponsored by ReneSola, a Tier 1 solar cell and module manufacturer with a decade of experience in the cleantech industry. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussions between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Tue, May 26, 2015
Should Utilities Own the Solar Panels on Your Roof?
Whether the solar industry likes it or not, more regulated utilities in America are going to propose owning residential PV systems themselves. It's a controversial development. At our recent Solar Summit in Phoenix, GTM's Stephen Lacey and Shayle Kann hosted a debate on the following motion: "Regulated utilities should be allowed to own and rate-base residential solar." Lon Huber, a former advisor at Arizona's ratepayer advocate and current director of Strategen Consulting's government and utility program argued in favor of the motion. Court Rich, a senior partner at the Rose Law Group, argued against the motion. This week's episode is sponsored by Renesola, a top supplier and manufacturer of clean energy equipment. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, May 21, 2015
The 21st-Century Power System May Be Closer Than You Think
Discussion about changing utility business models has always been abstract. But with large utilities now getting hit financially by distributed energy, “Utility 2.0” is starting to seem much more real. This week, we’ll look at the progress that’s been made in New York, California and Massachusetts, where reformation of the power sector is currently underway in different stages. Lisa Frantzis, senior VP of strategy at Advanced Energy Economy, joins us to talk about how leading states are attempting to create a fair, open market for distributed energy. Later in the show, we’ll look at what’s behind the financial troubles at Yingli Solar. We’ll end with a discussion about New York’s massive new report on the environmental and health impacts of fracking. This podcast is sponsored by ReneSola, a Tier 1 solar cell and module manufacturer with a decade of experience in the cleantech industry. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussions between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, May 14, 2015
Peak Oil in an Era of Fossil Fuel Abundance
Over the last few years, analysts and academics worried about peak oil have been on the defensive. The fracking revolution has brought an abundance of oil and gas that no one thought possible a decade ago. So we can declare peak oil dead, right? Chris Nelder, an energy analyst who’s written extensively on the subject has a simple answer: no. In this week’s show, we’ll talk with Nelder about predicting the messy oil market, and get his thoughts on the long-term viability of unconventional fossil fuels. Later in the show, we’ll talk about Bank of America’s decision to phase out its coal investments. And then we’ll finish with a discussion of Hawaii’s plan to get 100 percent of its electricity from renewables. This podcast is sponsored by ReneSola, a Tier 1 solar cell and module manufacturer with a decade of experience in the cleantech industry. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussions between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, May 07, 2015
Tesla’s New Battery: Is the Market Ready?
Tesla’s new storage unit has everyone talking about distributed batteries. But is the U.S. market ready for them? This week, we’ll talk about what needs to happen on a regulatory level to take distributed storage beyond limited applications. Sky Stanfield, an attorney representing the Interstate Renewable Energy Council, joins us to chat about proactive approaches to storage integration. We’ll also look at a new bill proposed in Congress that would implement best practices on battery and solar interconnection nationwide. Then, we’ll look more specifically at the cost, applications and reaction to Tesla’s new battery. We’ll end with a discussion on whether fracking wastewater can be economically used as a geothermal resource. This podcast is sponsored by ReneSola, a Tier 1 solar cell and module manufacturer with a decade of experience in the cleantech industry. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussions between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Mon, May 04, 2015
SunEdison's CEO Talks Clean Energy Megatrends
Ahmad Chatila worked in the chip industry for 18 years before taking over as CEO of the semiconductor manufacturer MEMC in 2009. As a veteran of the industry, Chatila well understood the difficulties of the silicon wafer business. Semiconductors are a commodity, and the company was facing intense pricing pressure from Chinese competitors. So he decided to make MEMC an energy company -- zeroing in on SunEdison as an acquisition target. Nearly seven years after the acquisition, SunEdison is branching out beyond solar and into wind, battery storage, microgrids, and is eyeing hydro and even natural gas. The development arm became so important to the health of the company, MEMC adopted the SunEdison name in 2013. So how does Chatila see the business evolving? In this bonus episode of the Energy Gang, we feature an interview with Chatila on project development strategies, emerging markets, battery storage and vertical integration. We'll also talk about the megatrends that excite him most -- and also make him most nervous when it comes to competition. his podcast is sponsored by ReneSola, a Tier 1 solar cell and module manufacturer with a decade of experience in the cleantech industry. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussions between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, April 30, 2015
Can the US Wind Industry Get Beyond Its Boom-Bust Cycle?
Wind has become a favorite target for politicians and conservative action groups looking end energy subsidies. But industry leaders are hitting back, saying they’ll only consider dropping the production tax credit when oil and gas lose their tax benefits. But does it need the subsidy? The average price for U.S. wind contracts is now 2.5 cents per kilowatt-hour. Some argue that the industry would remain competitive even without the PTC, and could avoid boom-bust cycles if it were eliminated. In this episode, Tom Kiernan, the CEO of the American Wind Energy Association, joins us to defend the industry’s stance on tax credits. He’ll also talk about some key economic and technology developments in the sector. Then, we take a look at the Ecomodernist manifesto, a new document from a group of academics, scientists and analysts outlining a human-based approach to environmentalism they call the “good Anthropocene.” Finally, we turn to the devastation in Nepal and ask whether distributed renewables can play a more prominent role in disaster response. This podcast is sponsored by ReneSola, a Tier 1 solar cell and module manufacturer with a decade of experience in the cleantech industry. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussions between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, April 23, 2015
Why Renewables Can't Be Stopped
In 2014, after a two-year dip in global clean energy spending, investors poured $310 billion into solar, wind, storage and energy efficiency. Although yearly investment levels are below what IEA estimates are needed to address climate change, the increase shows that appetite for funding companies and projects is increasing. Some believe the investment figures prove that fossil fuels have already lost the long-term race to renewables. This week, we’ll talk with Michael Liebreich, founder of Bloomberg New Energy Finance, about what the global numbers tell us. Then, we’ll look at how renewables are factoring into the upcoming parliamentary elections in the UK. Finally, we’ll talk about why the White House’s Quadrennial Energy Review is so important for planning the future grid. This podcast is sponsored by ReneSola, a Tier 1 solar cell and module manufacturer with a decade of experience in the cleantech industry. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussions between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Tue, April 14, 2015
Debate: Can America Get to 100% Renewable Energy?
In 2008, when Al Gore called for America to get 100 percent from its electricity from renewables in 10 years, he was widely mocked by opponents. Even supporters who understood it was a rhetorical point quietly knew how difficult it would be to achieve. But suppose the timeframe were stretched out to 2050. Would it really be that crazy? Some models show it’s possible; skeptics say the models are widely unrealistic. This week, in place of the Energy Gang, we feature a debate between two experts on the issue. Mark Jacobson, a professor of civil and environmental engineering at Stanford University faces off against Eric Dennis, a senior fellow at the Center for Industrial Progress. The two men will debate the following motion: “American can, and should, get 100% of its energy from renewables by 2050.” This podcast is sponsored by Renesola, a tier-one solar cell and module manufacturer with a decade of experience in the cleantech industry. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussions between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, April 09, 2015
Can NRG Become the Apple or Google of Electricity Delivery?
Last March, NRG CEO David Crane wrote a passionate letter to investors. “There is no Amazon, Apple, Facebook or Google in the American energy industry today,” lamented Crane. His plan, he said, was to make NRG the company “that enables the consumer to make their own energy choices.” Months later, Crane broke the electricity supplier up into three parts: NRG Business, NRG Home and NRG Renew. The Home arm of the business now includes retail sales, residential solar, residential EV charging and home energy management. In this week’s show, we’ll talk with the new CEO of NRG Home, Steve McBee, about his plan to double revenues through energy customization and consumer empowerment. Later in the show, we’ll discuss a new report from the Rocky Mountain Institute about the economics of “load defection” caused by solar-plus-storage. We’ll wrap up with a conversation about California’s severe drought. Are tech entrepreneurs ignoring an opportunity to address a crisis in their own backyard? This podcast is sponsored by ReneSola, a tier 1 solar cell and module manufacturer with a decade of experience in the cleantech industry. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussions between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Sat, April 04, 2015
Is Nuclear 2.0 Possible?
Small modular nuclear reactors are hailed as the savior of the struggling nuclear industry. They’re cheaper, safer and more flexible than traditional light-water reactors. But many small modular reactor designs are also not fully proven on a commercial scale – and they’ll likely not achieve scale for another decade. In this week’s show, we’ll talk with Leslie Dewan, the co-founder and CEO of Transatomic Power, about what it will take to make nuclear 2.0 a reality. She’ll discuss regulatory challenges, cost barriers and interest from venture capitalists willing to take on the risk. Later in the show, we’ll examine some predictions for U.S. solar made by GTM’s Shayle Kann. And we wrap up with an overview of how energy services are being offered in the connected home. This podcast is sponsored by Renesola, a tier-one solar cell and module manufacturer with a decade of experience in the cleantech industry. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussions between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, March 26, 2015
Does the US Solar Industry Need the Federal Tax Credit?
The federal investment tax credit has enabled dramatic growth in the U.S. solar industry. But its looming expiration in 2017 is causing some within the solar business to ask: will it still be needed to continue that growth? The industry’s national lobbying group unequivocally supports an extension. President Obama supports a permanent credit. But some believe installers will still be able to compete in many markets, even when the credit goes to 10% for commercial and third-party owned systems and zero for everything else. In this week’s episode, Barry Cinnamon of Cinnamon Solar joins the Energy Gang to debate the necessity of the federal tax credit. He argues that it will destroy smaller installation companies like his, and talks about how to prepare for the change. Later in the show, we’ll explain why Germany’s grid didn’t implode during last week’s solar eclipse. Then, we’ll look at Senate Majority Mitch McConnell’s bid to stop EPA carbon regulations by lobbying state regulators and relying on arguments from a famous constitutional law professor. This podcast is sponsored by Kaco New Energy, a leading manufacturer of solar PV inverters for every size and module type. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussions between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, March 19, 2015
Insight From One of Cleantech's Most Successful Venture Capitalists
Nancy Pfund, the founder of DBL Investors, has supported some of the most successful modern clean energy companies, including Tesla, SolarCity, Powerlight and BrightSource. And unlike many other venture capital firms, DBL isn’t backing down from some of the riskier, capital-intensive investments. Other portfolio investments include CIGS manufacturer Siva Power, and storage companies Primus Power and PowerGenix. The firm is now in the process of raising a third fund worth $300 million. In this podcast, we’ll talk with Pfund about what she looks for in company strategies, why Tesla and SolarCity have been so successful, and how she’s trying to bust political myths about cleantech. Later in the show, we’ll debate a controversial new working study from Georgetown University economist Arik Levinson that concludes California’s energy efficiency policies did little to lower the state’s energy use. We discuss that study and counter-arguments from efficiency advocates. Finally, we’ll look at what’s behind SunEdison’s acquisition of Solar Grid Storage. This podcast is sponsored by Kaco New Energy, a leading manufacturer of solar PV inverters for every size and module type. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussions between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Fri, March 06, 2015
A Journalist's Guide to Congressional Energy Politics
When the 114th Congress assembled for the first time in January, a bill approving Keystone XL was first on the agenda. By passing that bill with numerous amendments stuff in, Americans got a hint of what energy issues the Republican-controlled House and Senate would address in 2015. Those include efficiency standards, tax reform, natural gas exports and EPA regulations. This week, the Energy Gang is on break. In place of our normal show, we present a roundtable discussion between GTM Senior Editor Stephen Lacey, Huffington Post Energy Editor Kate Sheppard and E&E TV Managing Editor Monica Trauzzi on what we can expect from Congress this year. This podcast is sponsored by Kaco New Energy, a leading manufacturer of solar PV inverters for every size and module type. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussions between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, February 26, 2015
Tribal Warfare and Energy Liberty: A Republican Take on the Energy Transition
Former Congressman Bob Inglis has a tough job. As one of the only prominent Republicans talking about climate change, he’s been trying to give the rest of his party the courage to offer conservative solutions to the challenge. Three years after founding the Energy and Enterprise Initiative, there’s still a deep freeze in Congress on climate issues. But Inglis is gathering more allies in his fight for a carbon tax, and believes that the 2016 elections will force national candidates to recognize the challenge. In this week’s podcast, we’ll talk to Inglis about changing dynamics in the Republican party. We’ll also discuss how tribal politics and local fights over “energy liberty” are impacting momentum. Later in the show, we’ll assess earnings from a few leading solar companies, and talk about the proposed YieldCo from First Solar and SunPower. Finally, examine about how race is becoming a factor in the rhetorical skirmishes over rooftop solar. This podcast is sponsored by Kaco New Energy, a leading manufacturer of solar PV inverters for every size and module type. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussions between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, February 12, 2015
The Moral Case for Fossil Fuels
The case against fossil fuels is simple. Oil, coal and gas have been an extraordinary gift of nature that allowed modern society to flourish. But now, because of extreme climate risk and the competitiveness of renewable energy, we can (and must) leave those resources in the ground. But Alex Epstein believes that argument is too simplistic. In his new book, “The Moral Case for Fossil Fuels,” Epstein argues that fossil fuels are unfairly demonized. Pointing to positive trends in economic growth, pollution control and climate deaths – helped by energy abundance – Epstein says that fossil fuels should be celebrated, not disparaged. This week, we’ll interview Epstein and discuss the merits of his arguments. Then, later in the show, we’ll ask whether ratepayers should be funding PG&E’s new electric vehicle charging project, and check in with the ARPA-E Innovation Summit. This podcast is sponsored by Kaco New Energy, a leading manufacturer of solar PV inverters for every size and module type. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussions between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, February 05, 2015
Why the Tea Party Is Getting Behind Solar
For some conservatives, solar is a big green boondoggle promoted by a liberal president to benefit rich environmentalists. But for a growing number of libertarians and conservatives, solar is also seen as a tool for promoting competition in electricity markets and empowering consumers. In this week’s podcast, we’ll talk with Debbie Dooley, founder of the Green Tea Coalition and Conservatives for Energy Choice, about why Tea Partyers are rallying behind solar PV as a way to expand personal freedoms. Then, we’ll discuss a new report concluding that Europe overpaid $100 billion for its renewable energy capacity. And we’ll wrap up the show with a look at a secret automated car sharing service from Google that is reportedly designed to rival Uber. This podcast is sponsored by Kaco New Energy, a leading German inverter manufacturer. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Wed, January 28, 2015
The Solar-Utility Battle Is Getting Ugly
If the war of words between SolarCity and Arizona Public Service is any indication, this year will likely see an escalation in tension between the solar industry and utilities throughout the U.S. Earlier this month, it was revealed that APS was behind a letter from members of Congress to the Federal Trade Commission asking the government to investigate the sales practices of solar services companies. SolarCity hit back immediately and published a scathing blog post calling out APS for using so-called “monopoly money” to influence politics at the highest level in order to limit consumer choice. In this show, we’ll look at APS’ claims and tactics, SolarCity’s response, and ask what it means for coming clashes between solar installers and traditional power companies. Later in the podcast, we’ll look at the highlights of President Obama’s trip to India, and then discuss problems in China’s domestic solar market. This podcast is sponsored by Kaco New Energy, a leading German inverter manufacturer. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, January 22, 2015
Solar Loans: Should PV Be More Like Car Sales or Cable Television?
Last year, 200,000 residential solar systems were installed in the U.S. More than two-thirds of those systems were third-party financed through leases or power purchase agreements. But third-party financing is peaking. As solar costs come down, more consumers demand direct ownership of their own systems and installers look for simpler options, a growing number of lenders are coming into the U.S. market with loan products. Will they rival leases and power purchase agreements? Not in the short term. But they are becoming much more popular – sparking debate around their value for customers. This week, we’ll talk with Sungage Financial CEO Sara Ross, who will provide background on the evolution of solar loans and talk about the democratization of solar finance. Later in the show, we’ll discuss the State of the Union address and look at the surge in solar jobs outlined in the Solar Foundation’s solar census. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Wed, January 14, 2015
Is it Time to End Subsidies for Wave and Tidal Energy?
Progress in wave and tidal energy hasn’t been slow – it’s been nonexistent. Despite media attention, strategic investments from large energy companies and strong support from national governments, the marine renewables industry has seen mostly technical failure over the last decade. According to Bloomberg New Energy Finance, fewer than 150 megawatts of wave and tidal projects will be installed globally by the end of the decade -- a 72 percent reduction in earlier projections. Aside from creating dams, no companies have yet been able to competitively and reliably tap the waves or tides for electricity. So is it time to end support for marine renewables and spend money on more promising up-and-coming technologies? In this week’s show, we’ll look why companies operating in the space have struggled and ask whether it’s finally time to shift our attention. Then, we’ll discuss the increasingly important role of electric vehicles at the Detroit Auto Show. We’ll also talk about “One Knob,” an idea for creating a more free-market approach to residential energy efficiency. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Wed, January 07, 2015
Will Low Oil Prices Hurt Clean Energy?
With oil prices dropping to five-year lows, pundits are pushing conspiracy theories about OPEC, public investors are acting irrationally, oil companies are going deeper into debt and political leaders are considering previously untouchable ideas like a gas tax. Meanwhile, many people are asking if an extended period of $50-per-barrel oil will compromise the economics of renewables. In this week’s episode, we’ll address the spectrum of economic and political consequences from oil’s strong price slide. Michael Levi, a senior fellow for energy and environment at the Council on Foreign Relations, joins us at the top of the show to chat about OPEC, the resiliency of America’s unconventional oil & gas sector, the impact of low prices on consumers, and which renewable energy sectors will be affected first. Later in the show, we’ll talk about the renewed push for increasing the gas tax in Congress. We’ll also provide an update on the U.S.-China trade case that may bring good news for installers worried about the cost of tariffs on Chinese products. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Wed, December 24, 2014
The Most Important and Overblown Energy Stories of 2014
This week, we stray from the week’s top news and instead focus on the top news of the entire year. We’ll give our picks for most important news item of the year, the most overblown story of the year and our story to watch in 2015. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, December 18, 2014
Solyndra? Solyndra! The Legacy of Government Loan Guarantees Beyond Politics
Three years after the political posturing around the Department of Energy’s clean energy loan guarantee program, some lawmakers still haven’t moved on. “What we have seen is incredible mismanagement, and it’s become the poster child for crony capitalism,” said Tennessee Republican Congresswoman Marsha Blackburn in an interview with Bloomberg last month. Performance tells a different story. Even after a handful of early bankruptcies, the program has so far seen a 98 percent success rate. And losses from those bankruptcies are only one-fifth the cost of what Congress appropriated when establishing the program. “The facts are clear, the results are in. You can continue to deny that, but I don’t know what it gets you,” said Jonathan Silver, the former executive director of DOE’s loan programs office, speaking on the Energy Gang. In this week’s show, we’ll talk with Silver about the Solyndra bankruptcy, the political reaction in Washington and the legacy of loan guarantees. Later in the show, we’ll discuss SunPower’s investment in the home energy management company Tendril, and try to understand the global climate negotiations that just wrapped up in Peru. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, December 11, 2014
Tesla's Battery Storage Strategy Beyond Electric Cars
As Tesla builds out its Giga factory in Nevada, the company expects that roughly one-quarter of batteries will be used for stationary storage applications beyond automobiles. Tesla is just beginning to expand beyond EVs and move deeper into grid-scale storage, behind-the-meter storage and solar-battery combination systems, potentially making it more than just a boutique automobile producer. “Everywhere we look there's an opportunity for storage,” said Mateo Jaramillo, Tesla’s director of powertrain business development, speaking on this week’s Energy Gang podcast. In this week’s podcast, we’re live at Greentech Media’s Solar Market Insight conference. Tesla’s Jaramillo and California Public Utilities Commissioner Michael Picker join us to discuss the emerging markets for battery storage, including synergies with the solar industry. This podcast is brought to you by SMA, the world's leading solar inverter manufacturer. With more than 850 service experts, 90 service hubs, 30-plus gigawatts installed globally and thousands of commercial and utility projects completed worldwide, SMA is the partner of choice for your PV projects. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, December 04, 2014
Germany’s Largest Utility Is Divesting From Centralized Power Plants
Earlier this week, Germany’s biggest power company, E.ON, announced that it would spin off its centralized power assets in order to make itself a distributed utility and embrace the “new world” of energy. E.ON and other European utilities have been shedding billions of dollars as electricity consumption declines and solar erodes the value of their power plants. Many of them are considering radical changes to their business models as a result. Johannes Teyssen, E.ON's CEO and board chairman described the move this way: "We’ve now come to the conclusion that it will become increasingly difficult for a company with a broad portfolio to be successful and to grow in both the new and the conventional energy world.” In this week’s podcast, we’ll look at why E.ON made such a dramatic decision. We will also discuss parallels in the U.S., where utilities are in the early stages of what German utilities have gone through. Later in the show, we’ll talk about Google’s decision to ditch R&D in renewable energy. Was it proof of the limitations of renewables? Or was it just Google’s inability to make the right investments? Finally, we’ll wrap up with discussion of a new infrastructure-as-a-service company looking to recreate financing success in solar. This podcast is brought to you by SMA, the world's leading solar inverter manufacturer. With more than 850 service experts, 90 service hubs, 30-plus gigawatts installed globally and thousands of commercial and utility projects completed worldwide, SMA is the partner of choice for your PV projects. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Wed, November 19, 2014
How Big Data (and Little Data) Is Transforming Energy Efficiency
After years of very little change, the energy efficiency industry is getting a makeover. The growth in connected, learning devices -- and the data access enabled by them -- is creating a new paradigm that many call "intelligent efficiency." In this podcast, we're live from ACEEE's Intelligent Efficiency conference. We'll talk with Ben Bixby, the director of energy products at Nest, and Kathrin Winkler, the chief sustainability officer of EMC Corporation, about what the shift means for consumers, energy efficiency companies and utilities. This podcast is brought to you by SMA, the world's leading solar inverter manufacturer. With more than 850 service experts, 90 service hubs, 30-plus gigawatts installed globally and thousands of commercial and utility projects completed worldwide, SMA is the partner of choice for your PV projects. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Fri, November 14, 2014
The Biggest Financing Traps for Cleantech Startups
Every decision for a startup is a financial decision. From hiring decisions to supply agreements, investors evaluate an entire company through a financial lens. But some entrepreneurs muddling along through challenges often fail to think about the growth of their company in this holistic way. That’s what our guest, Kathrin Ohle, says in her new book, The Decision Maker’s Guide to Long-Term Financing. This week, we’ll have Kathrin on the show to discuss the mechanics of financing for entrepreneurs – including how to ensure you don’t lose control of your company to investors. We’ll also discuss the landmark climate agreement between the U.S. and China. Is it a dramatic breakthrough? Or is it an overhyped incremental step? Later in the show, we’ll look at some clean energy themes coming out of the World Economic Forum. This podcast is brought to you by SMA, the world's leading solar inverter manufacturer. With more than 850 service experts, 90 service hubs, 30-plus gigawatts installed globally and thousands of commercial and utility projects completed worldwide, SMA is the partner of choice for your PV projects. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, November 06, 2014
Election Special: What the Republican Takeover Means for Energy
This week, the U.S. turned a deep shade of red after Republicans pulled off commanding wins in national, state and local races. The results will influence a broad range of issues, including renewable energy tax policy, oil & gas exports, state renewable energy targets, net metering and utility rate design. It will also pit Congress and states against the Obama Administration as it tries to use executive authority to curb carbon emissions. In this podcast, we’ll dissect what America’s election-year political flip means for local and national energy issues. You can check out our live podcast on November 18 in San Francisco at ACEEE’s Intelligent Efficiency conference: bit.ly/1wvgv5x And don’t forget to fill out our short listener survey: svy.mk/1rCT4HH This podcast is brought to you by SMA, the world's leading solar inverter manufacturer. With more than 850 service experts, 90 service hubs, 30-plus gigawatts installed globally and thousands of commercial and utility projects completed worldwide, SMA is the partner of choice for your PV projects. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Fri, October 31, 2014
Millennials: The Core of the Clean Economy? Or Overhyped as the Green Generation?
Depending on your perspective, Millenials are either the most globally aware, technologically savvy generation or the most distracted, dependent, self-obsessed generation. For many, those feelings about Millenials extend to the environment. Some criticize their surface-level engagement and say young people mistake Facebook “likes” and virtual signatures for actual action. Others believe Millenials are much more sophisticated about the environment, pointing to the surge in green MBAs and cleantech startups working to solve big problems. In this week’s podcast, we’ll be joined by guest co-host Andrew Winston, author of “The Big Pivot,” to debate the role of Millenials in the clean economy. At the top of the show, we’ll discuss the correlation between corporate environmental strategy and rankings for the top-50 most innovative companies in the world. And then we’ll also chat about how the elections may impact utilities around the country. You can check out our live podcast on November 18 in San Francisco at ACEEE’s Intelligent Efficiency conference: bit.ly/1wvgv5x And don’t forget to fill out our short listener survey: svy.mk/1rCT4HH This podcast is brought to you by SMA, the world's leading solar inverter manufacturer. With more than 850 service experts, 90 service hubs, 30-plus gigawatts installed globally and thousands of commercial and utility projects completed worldwide, SMA is the partner of choice for your PV projects. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Mon, October 27, 2014
Can America Ever Become a Solar Manufacturing Superpower?
Five years ago, a new wave of startups promised a manufacturing renaissance driven by American solar. Today, after the collapse of dozens of those companies, many are skeptical that the U.S. can ever lead in solar production. But can America rise once again? Our guest this week, Siva Power CEO Brad Mattson, believes it can. Mattson is out with a new book, “The Solar Phoenix: How America Can Rise From the Ashes of Solyndra to World Leadership in Solar 2.0.” We’ll talk with him about the VC bubble, the struggles of solar manufacturers and Siva’s plans to expand in the U.S. Later in the show, we’ll discuss a few things we picked up at the Solar Power International conference. And we’ll finish up with a look at the abysmal political climate for renewables in Australia. You can check out our live podcast on November 18 in San Francisco at ACEEE’s Intelligent Efficiency conference: http://bit.ly/1wvgv5x And don’t forget to fill out our short listener survey: http://svy.mk/1rCT4HH This podcast is brought to you by SMA, the world's leading solar inverter manufacturer. With more than 850 service experts, 90 service hubs, 30-plus gigawatts installed globally and thousands of commercial and utility projects completed worldwide, SMA is the partner of choice for your PV projects. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Fri, October 17, 2014
What Happens to Solar Power Plants After They’re Installed?
By 2017, there will be more than 150 gigawatts of solar plants that need to be maintained globally. In order for solar to keep growing as an asset class, those plants need to be in top shape. Who’s going to take care of them all? As operations and maintenance becomes a more important piece of the solar market, big project developers, independent contractors, software firms and inverter manufacturers are all trying to get in on the action. In this week’s podcast, we’ll talk with Chuck Smith, executive vice president of services at SMA America, about the company’s approach to monitoring, analyzing and optimizing solar plants. (Disclosure: SMA is a sponsor of the podcast.) Later in the show, we’ll talk about a new proposal in San Antonio to phase out net metering and create a program based on competitive bidding. We’ll also discuss the legacy of Michael Peevey, the embattled outgoing president of the California Public Utilities Commission. Don’t forget to fill out our listener survey so we can get your feedback:svy.mk/1rCT4HH The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Fri, October 10, 2014
SolarCity CEO Lyndon Rive Defends His Company’s Long-Term Business Strategy
SolarCity is a much different company than it was before it went public. It has made numerous acquisitions in an attempt to control nearly every part of the value chain – from hardware to customer acquisition – making it a fully vertically integrated solar provider. Most recently, SolarCity acquired the high-efficiency solar manufacturer Silevo and broke ground on a gigawatt-scale production facility in Buffalo, New York. The company now has over 7,000 employees, a market cap of $5.3 billion and a 30 percent share of the U.S. residential solar market. The company is undoubtedly a success story. But can it continue growing sustainably in the long term? Can vertical integration actually work in residential solar? This week, we’ll talk with CEO Lyndon Rive about the SolarCity’s move into manufacturing, its new loan product, the outlook for U.S. policy and the way the company calculates “retained value” for investors. Later in the podcast, we’ll discuss the different business strategies of two leading independent power producers, NRG and Dynegy. We’ll also look at why the Nobel Prize in physics went to three inventors who created the first blue LEDs. Don’t forget to fill out our listener survey so we can get your feedback: svy.mk/1rCT4HH This podcast is brought to you by SMA, the world's leading solar inverter manufacturer. With more than 850 service experts, 90 service hubs, 30-plus gigawatts installed globally and thousands of commercial and utility projects completed worldwide, SMA is the partner of choice for your PV projects. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, October 02, 2014
Should You Believe Claims About the Coming End of Fracking?
In mid-September, the U.S. government revised its estimates for U.S. oil production upward once again. Boosted by increases in tight oil from shale formations in North Dakota and Texas, America could soon surpass its previous domestic production peak hit in 1970. At the same time, U.S. natural gas production, also driven by fracking, hit an all-time high this summer. But skeptics warn that fracked oil and gas could soon hit a peak, pointing to the steep decline rates for wells – which both the oil and gas industry and the government admit. One prominent Canadian geologist and drilling consultant, David Hughes, recently released an analysis of these decline rates for the Post Carbon Institute, showing an 85 percent average drop in production at unconventional wells in the first three years. However, total production is still growing. And the EIA suggests that a peak may not come for another couple of decades. What are we to make of these conflicting projections on the promise of fracking? This week, we’ll look at the future of fracking and ask what it means for cleantech investment. We’ll also talk about the possible outcome of an IRS review of value of solar tariffs, and ask if any good came out of the recent UN climate summit and march in New York City. Don’t forget to fill out our listener survey so we can get your feedback: http://svy.mk/1rCT4HH This podcast is brought to you by SMA, the world's leading solar inverter manufacturer. With more than 850 service experts, 90 service hubs, 30-plus gigawatts installed globally and thousands of commercial and utility projects completed worldwide, SMA is the partner of choice for your PV projects. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Wed, September 24, 2014
Why New York Is Trying to Create the Most Innovative Grid in the World
New York is taking a hard look at how to reform the distribution grid and encourage more distributed energy resources. But it’s not doing it through mandates. Instead, New York regulators are developing flexible market structures to encourage utilities to adopt a variety of new distributed technologies, while also empowering customers, creating new business competition and hardening the grid. So how exactly will the model work? In this special live podcast, recorded at WNYC’s performance space in New York City, we spoke with two architects of the plan. Audrey Zibelman, chair of the New York Public Service Commission and Sergej Mahnovski, director of Con Edison’s utility of the future team, joined the Energy Gang to discuss why the state is so unique. “I don’t want to create mediocre wires companies. I want to create excellent, innovative companies that have third parties wanting to come to New York and build businesses around DER because they see it’s a marketplace where they can be successful and then we can lead everywhere else,” explained Zibelman. The live show was organized in partnership with Clean Energy Connections. This podcast is brought to you by SMA, the world's leading solar inverter manufacturer. With more than 850 service experts, 90 service hubs, 30-plus gigawatts installed globally and thousands of commercial and utility projects completed worldwide, SMA is the partner of choice for your PV projects. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Tue, September 09, 2014
Your Building Is Dumb. Here's a Way to Make it Smarter
Large commercial buildings are the fastest growing energy consumers in the U.S. Why? Because most of them are not very energy aware. Utilities and city planners understand this problem and have targeted the commercial building sector by providing rebates for retrofits, deploying smart meters and establishing stricter building codes. But the ability to gather actionable insights into how buildings are performing are only now emerging. In this podcast, we’ll talk with FirstFuel CEO Swapnil Shah about how data analytics can change the building efficiency paradigm. We’ll also talk about the company’s partnership with Opower, which will help the startup expand to more utilities. Later in the show, we’ll discuss the viability and economics of Tesla’s Giga factory and discuss the opening of America’s largest cellulosic ethanol refinery. This podcast is brought to you by SMA, the world's leading solar inverter manufacturer. With more than 850 service experts, 90 service hubs, 30-plus gigawatts installed globally and thousands of commercial and utility projects completed worldwide, SMA is the partner of choice for your PV projects. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, September 04, 2014
How America's Biggest Energy Consumer, the Government, Is Greening Itself
In December of last year, President Obama issued an order requiring the government to get 20 percent of electricity from renewables by 2020 – up from about 7 percent today. That’s not an easy goal to achieve. The General Services Administration owns or leases more than 354 million square footage of buildings, which is enough space to fill half of Manhattan. It also manages a massive transportation fleet and must adhere to very strict cost requirements. But the shift is happening. On this week’s show, we’ll talk with Ruth Cox, GSA’s senior sustainability officer, about how renewables and efficiency are greening government buildings while saving taxpayers money. We’ll also have the latest on Hawaii’s effort to both tame and encourage solar, and look at the viability of Solar Roadways. This podcast is brought to you by SMA, the world's leading solar inverter manufacturer. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, August 28, 2014
Why Bill Gates Is Wrong About Renewable Energy
Bill Gates is a very influential guy -- not just because he founded Microsoft, but because of his powerful foundation. With $40 billion in trust assets, the Bill & Melinda Gates Foundation is one the biggest charitable organizations in the world focusing on global health, clean water, energy access and financing for entrepreneurs. So when Gates writes on his blog that developing countries can’t afford renewable energy, that carries weight. That’s exactly what Gates did last week when he promoted the work of Danish political scientist Bjorn Lomborg, writing that more fossil fuels are the moral choice in the fight against energy poverty. Finding the right mix of resources for developing countries is a complicated exercise. But the economics of renewables are far better than fossil fuels in many cases. In this week's podcast, we'll talk about why Gates is wrong on the cost of wind, solar and other technologies. Later in the show, we’ll talk about a very important compromise in Mississippi that will bring lots of new solar projects to the state. And we'll also discuss the latest developments in the battle to stop coal exports in Oregon and Washington State. This podcast is sponsored by eGauge Systems, a manufacturer of next-generation energy meters for solar generation and building demand, submetering, performance contracts, LEED projects and net zero buildings. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, August 21, 2014
Amory Lovins: As Economists Argue, Renewables Keep Getting Cheaper
In the academic world, there’s lots of debate about how expensive or cheap renewables are compared to fossil fuels. But do they actually match what’s happening on the ground? In this week’s podcast, we’ll talk with Amory Lovins, the founder and chief scientist at the Rocky Mountain Institute, about the difference between the market reality of renewables and the economic debate about their cost. In the second part of the show, we will discuss a very important legal decision upholding FERC’s grid planning rule. We’ll also chat about a booming application in the non-residential solar market: carports. This podcast is sponsored by eGauge Systems, a manufacturer of next-generation energy meters for solar generation and building demand, submetering, performance contracts, LEED projects and net zero buildings. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, August 14, 2014
Nest Thermostats Just Got 'Hacked.' Should You Be Worried?
Last week, hackers at the Black Hat conference showed how to jailbreak a Nest learning thermostat and override the firmware, taking it under their control. The hack itself cannot be done without physical access to the device, and Nest said no devices have been hacked maliciously. But it’s one of many recent hacks of connected devices in the home. So are we safe? In this podcast, we’ll talk about the widespread security implications for consumers, businesses and utilities. Later in the show, we’ll ask if the Environmental Protection Agency is being transparent enough as it crafts carbon regulations. We’ll also look at the continued struggles for concentrating solar power and ask if there’s a future for the industry. This podcast is sponsored by eGauge Systems, a manufacturer of next-generation energy meters for solar generation and building demand, submetering, performance contracts, LEED projects and net zero buildings. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, August 07, 2014
This Data on Consumer Energy Use May Surprise You
Are your solar panels facing the wrong way? Is your utility focusing on the wrong types of energy efficiency? These are the questions that Pecan Street Inc. has attempted to answer through its data collection from smart grid projects. The findings may surprise you. In this week’s podcast, we’ll talk with Brewster McCracken, the CEO of Pecan Street Inc, about the organization’s most compelling analysis of consumer energy use, utility efficiency programs and electric vehicle charging. Later in the show, we’ll discuss Arizona Public Service’s new plan to own rooftop solar, and look at the resurgence of property-assessed clean energy programs. This podcast is sponsored by eGauge Systems, a manufacturer of next-generation energy meters for solar generation and building demand, submetering, performance contracts, LEED projects and net zero buildings. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, July 31, 2014
We Argue About the True Cost of Wind and Solar: How Cheap Are They Really?
How do we calculate the true cost of intermittent renewables? The levelized cost of wind and solar are falling by the day. But how cheap are they really? A recent study from the Brookings Institution concludes that they are higher than presumed when using a cost-benefit calculation. In this podcast, we'll debate the merits of the Brookings study and ask what assumptions one should make when evaluating the cost of different technologies. Later in the show, we’ll talk about the debate over the Export-Import Bank Washington, and assess the impact of new tariffs imposed on Chinese solar products coming into the U.S. This podcast is sponsored by eGauge Systems, a manufacturer of next-generation energy meters for solar generation and building demand, submetering, performance contracts, LEED projects and net zero buildings. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, July 24, 2014
We Are at the Start of a Revolution in Clean Energy Finance
The biggest investors in the world are pouring their money into renewable energy projects. Want to join them? Now you can. Up until recently, it was nearly impossible for most investors to directly support solar, wind and other projects that offer stable returns. But YieldCos are changing that. In this week’s podcast, we’ll tell you about how publicly traded YieldCos work, why so many companies are forming them, and what they’ll do to support a surge in clean energy development. Later in the show, we’ll talk about innovative new structures in energy efficiency finance and explore the energy supply implications of California’s historic drought. This podcast is sponsored by eGauge Systems, a manufacturer of next-generation energy meters for solar generation and building demand, submetering, performance contracts, LEED projects and net zero buildings. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, July 17, 2014
As More Nuclear Plants Shut Down, Can Distributed Energy Fill the Gap?
In the last couple of years, five nuclear power plants in the U.S. have been put on the list for closure. These plants are getting challenged from two sides: competitive natural gas and renewables are eroding the economics of merchant projects, while technical challenges associated with age are making the plants more expensive to operate. Some are cheering the slow, creaky demise of nuclear in the U.S. But others warn that if more plants come off line, U.S. emissions are headed for a steady increase – potentially 4 to 5 percent. In this week's show, we'll look at whether renewables and efficiency are capable of filling the gap left by retired nuclear plants. Later in the show, we'll talk about an infrastructure boondoggle in Australia that has raised rates there by up to 60 percent. Then, we'll look at how U.S. regulators are feeling about their role in meeting EPA carbon rules. This podcast is sponsored by eGauge Systems, a manufacturer of next-generation energy meters for solar generation and building demand, submetering, performance contracts, LEED projects and net zero buildings. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, July 10, 2014
What Was He Smoking? How a Solar Pioneer’s Big Dreams Came True
Today, solar’s dominance feels inevitable. But in 1979, when Neville Williams started promoting the industry at the Department of Energy, it felt like a far-off dream. That didn’t stop the early pioneers from thinking big and pushing the government to invest in the early technology – helping solar module costs fall from $55 per watt in the 1970s to 50 cents per watt today. In this podcast, we’ll talk with Neville Williams about his new book, “Sun Power,” that features stories from the last four decades in the solar industry. Williams was the founder of off-grid solar companies SELF and SELCO, and also founded the Maryland solar company Standard Solar. In the second half of the show, we’ll talk about big news in Georgia, Tennessee and Connecticut. We’ll also discuss an example of shareholder activism that turned SunEdison around. This podcast is sponsored by eGauge Systems, a manufacturer of next-generation energy meters for solar generation and building demand, submetering, performance contracts, LEED projects and net zero buildings. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, July 03, 2014
The Climate Bubble: Why Famous Capitalists Are So Focused on Climate Risks
Former Treasury Secretary Hank Paulson recently made a bold comparison between the financial risks that led to the 2008 economic collapse and emerging climate risks: "We’re staring down a climate bubble that poses enormous risks to both our environment and economy. The warning signs are clear and growing more urgent as the risks go unchecked." New data suggests that Paulson is correct. In this week's podcast, we'll discuss a landmark report, called "Risky Business," that assesses the vast economic risks of climate change. Kate Gordon of the Center for the Next Generation joins us to talk about why Republican capitalists like Paulson are sounding the alarm on climate change. In the second half of the program, we'll talk about a new proposal for utility ownership of solar inverters. We'll also dissect a new GTM Research report on microgrid development in the U.S. This podcast is sponsored by eGauge Systems, a manufacturer of next-generation energy meters for solar generation and building demand, submetering, performance contracts, LEED projects and net zero buildings. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Wed, June 18, 2014
Is SolarCity's Move Into Manufacturing Smart or Unrealistic?
This week, SolarCity shocked the solar industry by announcing its intentions to acquire Silevo, and move quickly into cell and module manufacturing. America's largest solar installer now wants to be one of the most powerful producers of solar products. But does the move make sense? In this week's show, we'll debate the technology risks and cost upsides of SolarCity's manufacturing play. Then, we'll talk about Elon Musk's decision to open up all Tesla's patents. Finally, we'll ask why oil companies are divesting from renewable energy. This podcast is sponsored by eGauge Systems, a manufacturer of next-generation energy meters for solar generation and building demand, submetering, performance contracts, LEED projects and net zero buildings. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Wed, June 11, 2014
How Much Have Utilities Changed Since Superstorm Sandy?
It’s been a year and a half since Sandy destroyed the East Coast electric grid and left more than 8 million people without power. So has anything materially changed in the utility sector since October of 2012? In this week’s podcast, we feature a discussion on Greentech Media’s new eBook about the legacy of the storm: “Resiliency: How Superstorm Sandy Changed America’s Grid.” We’ll talk with Gary Rackliffe, VP of ABB’s North American smart grid business, about how power companies are thinking differently about grid modernization and smart technologies. Then, we’ll look at whether EPA’s new carbon rules are really all that ambitious. Finally, we’ll talk about how 2014 is shaping up for the energy storage industry. This podcast is sponsored by eGauge Systems, a manufacturer of next-generation energy meters for solar generation and building demand, submetering, performance contracts, LEED projects and net zero buildings. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Fri, May 30, 2014
Are Solar Companies Just as Sexist and Exclusive as Everyone Else?
In theory, solar PV is the ultimate democratized energy technology. But is it living up to its potential? Historically, solar has been accessible to wealthy environmentalists, utilities and large corporations. But it has been less available to low-income people who most need relief from their rising utility bills. And while the industry fares better than others in diversity, it is still lagging in employment of women. So how can this be changed? In this week's podcast, we'll talk with Erica Mackie, the CEO of GRID Alternatives, about the need to develop new models for making solar accessible to everyone. Then, we'll discuss what the recent court ruling against FERC Order 745 will mean for the future of demand response, and we'll debate the impact of a recent slew of Wall Street analysis warning about the decline of utilities. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Fri, May 23, 2014
Chinese Gov't Hackers Want Your Clean Energy Technologies
This week, the U.S. government indicted five hackers working for the Chinese military who allegedly stole trade secrets from six major energy and industrial companies operating in America. One of those companies was the solar manufacturer SolarWorld. The case once again raises concerns about the growing problem of corporate espionage in the clean energy industry, where companies are often targeted for their intellectual property. So will the Chinese government's hacking deter cleantech companies from operating in the country? In this week's podcast, featuring guest co-host Andrew Winston, we'll look at the implications of the Department of Justice case against Chinese hackers. We'll also talk about some big news coming out of conferences in the last two weeks within the efficiency and corporate sustainability sectors. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, May 15, 2014
The Dirty Politics That Killed the Shaheen-Portman Efficiency Bill
How could a bipartisan energy efficiency bill described as "innocuous" fail so many times in Congress? Once again, the Senate failed to pass the Shaheen-Portman bill, a piece of legislation that would have created new standards and financing mechanisms for commercial and industrial efficiency. But the failure was less about energy and more about mid-term politics. In this week's podcast, we'll look at the forces behind the death of the bill. Then, we'll look at the Department of Energy's plans to fund three new demonstration-scale offshore wind projects by 2017, and dissect recent comments about climate change from Massachusetts Governor Deval Patrick. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Fri, May 09, 2014
Are Corporate Sustainability Efforts Working?
Nine years ago, Walmart announced its landmark initiative to reduce waste and cut greenhouse gas emissions. But today its emissions are 14 percent higher. That sounds like the initiative was a failure, right? Maybe not. In this week's podcast, the Gang sits down with corporate sustainability expert Andrew Winston to chat about how to judge the success of greening efforts at big companies. Later in the show, we'll discuss the threat of extreme weather to energy infrastructure, and we'll look at the meaning behind the latest wind construction boom. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, May 01, 2014
Inside New York’s Historic Move to Remake the Utility Business Model
Earlier this week, New York officials issued a report calling for structural changes to the way utilities are regulated. The proposal would make distribution utilities into Distributed System Platform Providers that get compensated for their ability to integrate clean energy, demand response and efficiency on the grid. It's a fundamentally new way to think about how power companies should plan for the future. In this week’s podcast, we’ll look at what this historic proposal from New York’s Public Service Commission will mean for renewables in the Empire State. We’ll also discuss the regulatory standoff over PSE&G’s $3.9 billion grid hardening plan after Superstorm Sandy, and look at the impact of a new solar tax in Arizona. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Wed, April 23, 2014
Executive Roundtable: Has Solar Reached the Mainstream?
In this week’s podcast, we have a conversation with leading solar executives on whether solar has reached the point of no return. We’ll talk about vertical integration, evolving business models, international markets and the economics of projects. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Fri, April 11, 2014
Solar Plus Storage: Could a 'Utility in a Box' Cause Massive Grid Defection?
Could solar paired with battery storage make utilities obsolete? That's the question analysts are asking as the economics of the technologies improve. The short answer is "no." Utilities operate an extremely valuable set of infrastructure and still benefit from legacy customer relationships. And the economics of grid defection are usually not favorable. But it's an important question to ask, says Jon Creyts, managing director of the Rocky Mountain Institute, because it can guide how utilities manage future consumer empowerment. In this podcast, we'll talk with Creyts about Rocky Mountain Institute's latest report on"grid defection," and examine the different scenarios for solar and storage. Then, we'll look at Exxon Mobil's response to the latest UN climate report, and talk about possible policy solutions for supporting new financing structures for clean energy projects. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Wed, April 02, 2014
Thinking Big About the Future of Building Design
This week, the Gang is live from the Building Energy Summit in Washington, DC. In this episode, we talk with some of the leading thinkers and practitioners in sustainable design and get their thoughts on how our built environment is evolving. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Tue, March 18, 2014
No, Renewables Aren't Going to Blow Up the Grid
A new study from PJM, America's largest wholesale competitive energy market, once again shows that high amounts of renewables can be integrated without harming the grid or raising energy prices. In this week's show, we'll look at the real-world challenges of renewable energy integration, and ask why so many myths persist about their role on the grid. Then we'll take a look at what Minnesota's new "value of solar" tariff means for the solar industry, and ask if a proposal from environmentalists to buy out the entire coal industry is feasible. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Wed, March 12, 2014
Are US Natural Gas Exports An Effective Way To Counter Russia?
U.S. Natural Gas is being touted as a tool to weaken Russian President Vladimir Putin's influence in Europe. But how effective would an export strategy really be? In this week's show, we'll look at the reality of using American natural gas as a geopolitical tool. We'll also discuss the push among Democrats to talk about climate change in the lead up to the 2016 elections, and we'll look at the significance of recent venture activity in off-grid solar for developing countries. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, March 06, 2014
Anatomy of a Solar Power Boom: Can the Industry Keep it Going?
As expected, 2013 was yet another record year for solar in the U.S. With 5.1 gigawatts of PV and CSP coming online, the solar industry was the second largest provider of electricity capacity behind natural gas. But how long will it continue? With a tax credit expiration looming, conflicts over net metering and a brewing solar trade war, it is far from assured that this boom will go on forever. This week, we’ll talk with Rhone Resch, president of the Solar Energy Industries Association, about how the industry is positioning itself in the face of these challenges. Then, we’ll talk about Opower’s coming IPO and ask what it will take for the company to continue dominating the efficiency sector. In our final segment, we’ll look at whether the “energy crisis” episode in season two of House of Cards is based at all in reality. (Note: there will be minor spoilers.) The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Fri, February 28, 2014
Will the US-China Trade War Destroy the American Solar Market?
This month, the U.S. government agreed to take up another case against China for its solar trade practices. The complaint was filed by German solar producer SolarWorld, but most of the solar industry agrees that the case could be terrible for the U.S. solar market. So will we reach a settlement? In this week's show, the Energy Gang will debate the consequences of the U.S.-China solar trade war. We're joined by solar expert Shayle Kann, who's been watching the case closely. Also in the show, we'll discuss Tesla's plans for a battery mega-factory and the meaning behind its secret conversations with Apple. And finally, we'll ask whether the "valley of death" is getting any smaller for cleantech entrepreneurs. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, February 13, 2014
Can ARPA-E Create The Internet Of Energy?
ARPA-E was modeled after a successful defense research agency called DARPA, which helped create the foundation of the internet. So can the government's energy innovation agency do something equally groundbreaking for clean energy? This week, we'll talk with ARPA-E's director, Dr. Cheryl Martin, who describes how she thinks about developing groundbreaking energy technologies. We'll also debate the solar industry's aggressive tactics used to hit back against utilities that are attempting to limit PV on the grid. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Fri, February 07, 2014
Can Transportation Reach Zero Emissions By 2050?
The electricity sector in the U.S. is nearing a tipping point for clean energy. But transportation isn't seeing the same level of change. In this week's podcast -- recorded live at the Department of Transportation -- we'll look at where the tipping points may occur in electric vehicles, car sharing, public transport and freight. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Fri, January 31, 2014
Natural Gas: A Bridge to the Future or Bridge to Nowhere?
In his latest State of the Union address, President Obama once again called natural gas a "bridge" to the clean energy future. But is the resource really all the industry claims? We'll take a nuanced look at dynamics in the natural gas market, and ask whether it's helpful or hurtful to renewable energy. We'll also discuss the energy and climate piece of Obama's State of the Union Speech, as well as dissect the forces behind the booming solar jobs market. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, January 23, 2014
The Taxman Cometh: Does Clean Energy Need to Face Up to Tax Reform?
The clean energy industry may soon face some hard choices about tax incentives. Should it continue to push for short-term extensions of the production and investment tax credits, or does it need to lead the conversation on tax reform? It may look to do both in 2014. In this week’s podcast, the Gang will look at the prospects for tax reform in Washington, and ask what it means for the future competitiveness of clean energy. We'll also dig into the President's latest strategy to develop manufacturing clusters, and talk about some very candid words from a parting utility commissioner. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Mon, January 20, 2014
Dissecting Google's Clean Energy Investment Strategy
Google has invested billions of dollars in clean energy projects and startups. Is the internet giant positioning itself to be the next energy giant? In this week's show, we'll look at Google's cleantech investment strategy and ask what the end game may be. Then, we'll examine the recent rise U.S. CO2 emissions, and ask if the global coal industry has reached its peak. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Sat, January 11, 2014
What Can Small Wind Learn From Solar's Success?
In 2006, the small wind industry was poised to take off in the U.S. But then solar surged ahead, leaving small wind in the dust. What happened? In this week's show, we'll look at how the small wind industry can regain its footing and live up to its potential. Small wind pioneer Andy Kruse joins us to chat about the ups and downs in the market, and draw some parallels to distributed solar. We'll also talk about the latest developments in the SolarWorld trade complaint against Chinese solar manufacturers, as well as what the widening divide between red and blue states means for energy policy. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Mon, January 06, 2014
A Cleantech Crash? Probing 60 Minutes' Claim That Clean Energy Is on 'Life Support'
On Sunday, the popular CBS news magazine "60 Minutes" aired a story on a supposed "cleantech crash." Reporter Lesley Stahl looked at the troubles in venture capital, and used them to declare government cleantech investments a virtual failure. In this podcast, we’ll look at the quality of the "60 Minutes" reporting, parse the reactions within the cleantech sector, and fill in some crucial gaps left by the story. Then, we'll ask why Energy Information Administration projections are so far from reality, and ask whether Ford's new solar concept car actually makes sense. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Fri, December 20, 2013
Year in Review: A Look at the Biggest Clean Energy Stories of 2013
We may not have been able to predict Time Magazine's person of the year, or Google's most searched term of 2013. But the Energy Gang was on top of the big happenings in cleantech this year. In our year-end podcast, we'll outline our favorite stories of 2013 and make predictions for the coming year. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Mon, December 16, 2013
Distributed Storage: The Killer App for Solar?
There convergence of solar and distributed batteries is underway. Although the use of storage is still very limited in the solar sector, more companies are looking to bring new value to customers by pairing the two technologies. In this week's podcast, the Gang will look at some new business models for customer-sited storage, which include targeting buyers of solar PV. We'll also look at the progress of California's cap and trade market one year after implementation, and speculate about whether President Obama's latest staff shakeup will influence energy policy. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Fri, December 06, 2013
Germany: A Clean Energy Success Story Or Cautionary Tale?
Everyone agrees Germany is a renewable energy powerhouse. But not everyone agrees on how that’s benefitted the country. The web is littered with conflicting opinion pieces on the German experience – some claiming the country’s aggressive promotion of renewables is an oncoming economic disaster, and some saying those concerns are far overblown, if not totally false. So what are we to believe? In this week's show, we'll look at Germany's evolving relationship with renewables, the impact on electricity prices and the outlook for its nuclear phase-out. Then we'll travel to Japan, which is undergoing a rapid transition after a sudden phase out of nuclear in the wake of the Fukushima disaster. We'll ask if the country can make up for the nuclear gap. Finally, we'll travel to Ontario, where we'll look at the phase out of coal power and changes to the province's troubled feed-in tariff program. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, November 21, 2013
A Look Inside the Minds of Electricity Regulators
State electricity regulators are as diverse as the regions they come from. So their thinking on the future of energy varies wildly. With worries about the disruptive threat of efficiency and distributed generation growing, how are these regulators thinking about looming changes? In this podcast, we'll talk with energy consultant Cameron Brooks, who reports on the themes coming out of a major national regulatory meeting. We'll also talk about the net metering compromise in Arizona, as well as the Obama Administration's proposal to scale back the renewable fuels standard. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Wed, November 13, 2013
How Distributed Generation Will Cause 'Creative Destruction' in Power Markets
What does the nation's top energy regulator, FERC Chairman Jon Wellinghoff, think about the future of solar? "I think we're seeing the Moore's Law cost curve together with the entrepreneurial spirit coming into an industry in a way that is going to overtake a monopolistic, non-innovative structure." This week, we feature a live podcast from the MDV-SEIA Solar Focus 2013 conference in Washington, DC. The Gang took the stage and discussed the merits of East Coast solar policy, innovative business strategies, and chatted with Chairman Wellinghoff about the "creative destruction" caused by distributed generation. Many thanks to MDV-SEIA for inviting the Energy Gang for its first live show! See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, November 07, 2013
Is the Wind Industry Prepared for an Expiration of Its Tax Credit?
The wind industry is facing another expiration of the production tax credit at the end of the year, and this time it likely won't get extended quickly. So is the wind industry prepared for a post-PTC future? This week, the Energy Gang will debate the merits of the PTC, whether the industry can thrive without it, and question whether the wind lobby has screwed up the opportunity to develop policy beyond the tax credit. We'll also look at the significance of SolarCity's recent effort to securitize rooftop solar projects, and examine the impact of this week's local elections on energy issues. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, October 31, 2013
Are Big Banks Botching One of the Greatest Cleantech Opportunities of All Time?
The largest international development banks have made it a priority to deliver energy to the 1.3 billion people without access to the modern grid. But are they approaching a 21st-century market with 20th-century solutions? In this week's show, the gang will discuss whether organizations like the World Bank are botching investment in energy access by ignoring the full potential of distributed energy and mobile infrastructure. The Sierra Club's Justin Guay will join the gang to chat about how to break old ways of thinking about energy access in the developing world. Then, we'll chat about changes on the grid one year after Superstorm Sandy, and explore the coming business model shift within one of Europe's largest utilities. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, October 24, 2013
40 Years After the Arab Oil Embargo, Is America Much Better Off?
It's been four decades since Arab oil producers shut off the oil spigot to America, creating price shocks, gas lines and economic hardship. It also spawned the modern political definitions for "energy security" and "energy independence." So 40 years later, are we really better off? The Gang will look at what's changed, and talk with an energy economist from the EIA about how the availability of information on energy has improved. We'll also take a look at the implications of California's new energy storage mandate, and discuss Arizona Public Service's admission that it gave money to political groups producing anti-solar ads. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Fri, October 18, 2013
How Worried Should We Be About the Decline in Clean Energy Investment?
The clean energy industry is headed for yet another dip in global investment. Meanwhile, venture investors are shifting their money toward more "capital-lite" businesses. Should we be worried? The Energy Gang looks at the complex picture behind the numbers. We'll also ask what SolarCity's recent acquisitions mean for M&A activity in downstream solar, and we'll look at how effectively the push toward municipalizing the grid will leverage microgrids and distributed energy. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Fri, October 11, 2013
Real Talk: Has the Geothermal Industry Failed in Its Messaging?
No one denies the immense potential of geothermal. Despite that potential, the industry has grown incrementally over the years and failed to attract strong investment flow, particularly in the U.S. So what's keeping growth so low? In this week's podcast, the Energy Gang will look at the industry's two main problems: drilling risk and messaging. Both are holding back growth. We'll also look at the challenges for another "forgotten renewable" -- solar thermal. And finally, we'll ask how ESCOs can continue expanding energy performance contracts for efficiency. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, October 03, 2013
To Hell With the Gov't Shutdown, Let's Create Some Cleantech Wealth
This week, we'll forget the political train wreck in Washington (for a little while) and instead turn our attention to the business leaders helping build new wealth opportunities in clean energy. Energy Gang co-host and SunEdison Founder Jigar Shah is out with his new book, Creating Climate Wealth. We'll discuss his philosophy on what it takes for entrepreneurs to succeed in the market. But we can't help ourselves. We'll also turn back to Washington and examine how the political shutdown will impact the clean energy sector. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Sat, September 21, 2013
How To Save the Power Companies From Themselves
Almost everyone admits it: utilities are going to be in for some serious trouble if they don't start thinking about how to properly manage the coming surge in distributed energy. But we can't entirely blame the utilities for moving slowly; regulators play a key role in setting the rules for how power companies operate. In this week's show, we'll look at a comprehensive new report aimed at these decision makers, called America's Power Plan, which lays the foundation for the future of electricity. We'll also discuss a few tremendous improvements in renewable energy economics, as well as the coming surge in Home Energy Management tools that are making houses into virtual power plants. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Fri, September 13, 2013
Will the Emerging Climate Movement Help Cleantech?
After failing to pass a climate bill in 2010, the environmental movement has seen a new surge of activism mobilized by the fight against Keystone XL. So what are the implications for the clean energy sector? And are advocates and business leaders learning anything from this new movement? This week, the Energy Gang will debate the effectiveness of the environmental movement, and look at its relationship with the clean energy business community. Then, we'll look at the political fight around Ron Binz, the man tapped by President Obama to run the Federal Energy Regulatory Commission. FERC is not usually in the news, but new fears about the death of coal are infusing Binz's confirmation with partisan politics. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Fri, September 06, 2013
Is Solar About to Get Screwed or Saved in California?
California is a bellwether for the solar industry, which is why a new bill being considered in the state could have wide-ranging impacts around the country. The state is currently considering a bill that would make significant changes to electricity pricing structures that could eat into the value of solar. But the industry is cautiously backing the bill because it also extends net metering policies. The end result could have equally positive and negative consequences. We'll look at the entire picture, as well as parse the true value of solar on the grid. We'll also discuss the viability and cleanliness of Bloom Energy's fuel cells, and talk about the slew of positive efficiency news in recent weeks. The Energy Gang is produced by Greentechmedia.com. The show features engaging discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and GTM Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Fri, August 30, 2013
Why Have Venture Capitalists Flopped in Cleantech?
Venture investments in cleantech have taken a nosedive after bringing in poor returns. But the problem isn't in cleantech -- it's in the investment strategy. On this week's podcast, The Gang will talk with Rob Day of Black Coral Capital about how the "next wave" of investment is bringing innovative and realistic opportunities for the industry. Then we'll talk about what the coming closure of the Vermont Yankee nuclear power plant says about the state of nuclear power in the U.S., as well as discuss the coming dark clouds for clean energy in Congress this fall. The Energy Gang is produced by Greentechmedia.com. The show features engaging discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, August 15, 2013
Are Utilities Ready for the Coming Death Spiral?
Utilities are on the verge of a "death spiral" as more customers leave the grid and implement distributed energy technologies like solar. The same thing happened in Telecom as the rise of mobile phones made copper lines nearly obsolete. We'll ask what lessons the utility sector can learn from telecom companies that have already navigated the shift to distributed technologies. We'll also discuss why the Tea Party and other unlikely groups are supporting renewables, as well as ask what we've learned about grid management ten years after the notorious 2003 Northeast blackout. The Energy Gang is produced by Greentechmedia.com. The show features engaging discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, July 25, 2013
Reviewing Gasland 2: What the Frack Is Happening With Natural Gas?
Filmmaker and activist Josh Fox has just released his new film on the U.S. natural gas fracking industry, Gasland 2. As expected, environmental activists are holding it up as gospel and the natural gas industry is frantically trying to discredit Fox’s claims. And we’re all left wondering who to believe. We'll review the film and talk about what we do and don't know about natural gas. The Gang will also discuss the debate around peak oil. The popular website the Oil Drum recently closed down, and we'll ask what it means about the peak oil discussion. Finally, we'll talk about the prospects for a major energy efficiency bill moving through Congress. The Energy Gang is produced by Greentechmedia.com. The show features engaging discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, July 18, 2013
It's Hot as Hell and the Grid's Not Gonna Take it Anymore!
With a heat wave gripping the central and eastern U.S., concerns about the impact of water supplies on the power sector are growing. This week, the Gang will discuss a detailed new report looking at how to break the nexus between power generation and water consumption. We'll also look at the factors behind the high cost of gasoline and their impact on the cleantech business. Finally, we'll look at another powerful study that makes a counterintuitive conclusion on the value of siting renewable energy in low-resource areas. The Energy Gang is produced by Greentechmedia.com. The show features engaging discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, July 11, 2013
Will America Get Its Act Together on Energy Efficiency?
America is kicking butt at energy efficiency. Well, sort of. It depends on which way you look at the issue. In this week's show, the Energy Gang will discuss the economic, technology and policy trends helping -- and hurting -- America's efficiency. Then, we'll ask if a new agreement between the U.S. and China represents a positive shift in stalled climate negotiations. Plus, we'll debate whether the fossil fuel divestment campaign is a worthy or lost cause. The Energy Gang is produced by Greentechmedia.com. The show features engaging discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Tue, July 02, 2013
Are Renewables Ready to Address the Climate Threat?
The International Energy Agency has once again revised its figures for renewable energy upward, showing that the industry continues to outperform previous projections. But is the industry truly ready to address climate change? This week, the Energy Gang will look at which sectors are leading and why. We'll also analyze the international clean energy trade dispute between China and the U.S. and take a look at the political reaction to Obama's recent climate speech. The Energy Gang is produced by Greentechmedia.com. The show features engaging discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Tue, June 25, 2013
Breaking Down President Obama's New Climate Plan
After promising to deal with climate change in his second term, President Obama unveiled a comprehensive climate plan this week. But how comprehensive is it? We'll take a look at the details and debate its effectiveness. We'll also take a look at the importance of data privacy issues in the energy sector in the aftermath of revelations about the NSA data mining program, and ask whether the U.S. has hit "peak car." The Energy Gang is produced by GreentechMedia.com. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thu, June 13, 2013
The Energy Gang: The Grid Resiliency Edition
In this week's show, the Energy Gang talks about the strong growth in U.S. solar PV, debates the future of offshore wind, and asks whether utilities are prepared for true "grid resiliency" in the face of extreme weather. (Ironically, the episode was recorded in Washington, DC just minutes before a short, powerful storm overtook the region and knocked out power to thousands.) See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Fri, June 07, 2013
The Energy Gang: Inaugural Episode
Welcome to the first episode of the Energy Gang -- an energy digest hosted by cleantech journalist Stephen Lacey, energy policy expert Katherine Hamilton and energy futurist Jigar Shah. In this week's show we'll talk about leadership changes in Washington, the health of leading electric vehicle companies, and whether attacks on state-level renewable energy programs are backfiring. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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