Podcasts about bloomberg new energy finance

In this episode, Julius speaks with Michael Liebreich, founder of Bloomberg New Energy Finance and a leading global voice on the future of energy. Together, they explore why the story of the energy transition is far from over—and why there's real reason for optimism.

“Deploy, deploy, deploy. More than half a trillion dollars has been invested in the United States since the passage of the Inflation Reduction Act and the bi-partisan Infrastructure Bill. These laws have made investing in America irresistible. They have made the energy transition inevitable - and inexorable.” Speech by Jennifer Granholm Federal-level developments have delivered a series of blows, leaving many of us questioning the future of clean energy, sustainability and climate action. If you're feeling that uncertainty, this week's episode is for you.   Listen to this powerful speech by Jennifer Granholm, 16th U.S. Secretary of Energy (2021-2025), who used her final public address in office to herald the clean energy revolution underway in the U.S. Her words will leave you feeling optimistic and inspired by the opportunities this transition is creating, as it also makes communities more resilient to the ravages of climate change that we have all been witnessing.   Granholm lays out three powerful reasons to believe that the clean energy transition is built to last. She delivers a powerful reminder about how the Inflation Reduction Act, the Infrastructure Bill, and the CHIPS and Science Act have sparked investments across America, driving record-breaking economic growth (including mostly in Republican-dominated states) with an energy revolution that she says is here to stay.You'll hear about: Powerful statistics from the Department of Energy, such as how 98% of the programs have received at least one round of funding under the existing regulations. The 900 new clean energy manufacturing facilities and expansions across the country, many in communities that previously suffered from job losses. Advancements made in battery supply chains, nuclear power, and other clean energy technologies. How the baton is now handed to us, to advocate for these laws and ensure their continued support through our representatives in Congress. Plus, career advice from Rachel McCleery, former Senior Advisor, U.S. Treasury Dept., Office of the Inflation Reduction Act, featured in Joan Michelson's Forbes piece on How Women Can Look At Their Careers Differently In 2025, Especially In Climate, Energy. “You have to have a little bit of fearlessness at this stage of your career. You have the ambition, you have the drive, you know how to do it, you have the confidence. But confidence and fearlessness, to me, they are two very different things. And in order to take that step, you have to be able to take some risks and you have to assume space that you haven't before.” Rachel McCleery on Electric Ladies Podcast Read Joan's Forbes articles here. You'll also like: Gina McCarthy, Fmr. White House National Climate Advisor & Climate Policy Head, on how climate policy boosts the economy Heather Boushey, White House Council of Economic Advisors, on how federal funding is expediting the energy transition while helping to avert the worsening effects of climate change Tara Giunta, Global Co-Chair of ESG & Sustainable Finance Practice at Paul Hastings Law Firm, on climate risk disclosure rules of the Securities and Exchange Commission Lisa Jacobson & Tara Narayanan, Bloomberg New Energy Finance, on why the energy transition is in full swing despite headwinds Halla Hrund Logadottir, Director-General, Iceland's National Energy Authority, on how the country has become 85% renewable energy.  Want to hear more from us? Subscribe to our newsletter to receive our podcasts, blog, events and special coaching offers.

I denne episoden har Marius Brun Haugen besøk av Chris Gadomski. Han leder kjernekraftanalyse hos Bloomberg New Energy Finance, er basert på vestkysten i USA og har lang erfaring med kjernekraft globalt. Kjernekraft er et stort tema og spørsmålene er mange. Noe av det Marius får Chris sitt syn på i denne oppdateringen er: Hva er realistiske tidslinjer og budsjetter for nye kjernekraftprosjekter?Hva vil det kreve å få ned kostnadene på kjernekraftprosjekter i vesten?Hva er fordelene og ulempene med de ulike «kjernekraft-teknologiene», inkludert «SMR»?Er det sannsynlig at vi vil se en økning i ny planlagt kapasitet over de neste årene?Hvor viktig er AI og det tilhørende kraftbehovet for investeringsviljen i kjernekraft?Hvordan kan man kvantifisere fordelene med kjernekraft på en fornuftig måte? Bedrifter og profesjonelle investorer som ønsker mer informasjon om analyser fra BNEF kan kontakte Ludo Vermeir på e-post: lvermeir1@bloomberg.net Episoden ble spilt inn 4. februar 2025Produsent: Kim-André Farago, DNB Wealth Management Hosted on Acast. See acast.com/privacy for more information.

Support us on Patreon... Tennant, Luke and Frankie are calling all Summerupperers to come join the expanded LMSU universe and support our Patreon! Sign up today for access to coveted BoCo like bonus subscriber-only episodes and tasty extras like our episode notes, custom memes and climate reworks of classic songs - it's a vibe. Head on over to https://www.patreon.com/LetMeSumUp.—This week your intrepid hosts pop the frunk to take a look at just what is going on with trucks! Thanks to Bloomberg New Energy Finance, the Dutch Ministry of Infrastructure and Water Management and the Smart Freight Centre, we charged up on the latest with this zippy investor guide to zero emissions commercial vehicles that declares the time is NOW because progress is nascent in this part of the transport puzzle. In what looks to be another victory for electrification, battery electric vehicles are on the sweet steep learning curve and currently wiping the floor with hydrogen fuel cell trucks at 90% of the global market this year.Our main paperIn yet another worrying sign we just can't stop the GASbagging, we're back for more to find out just How much gas does the future grid need? Thanks to Jay Gordon at the Institute for Energy Economic and Financial Analysis (IEEFA), we get a corrective on some of the spin from the gas industry who claim the 2024 ISP confirmed “ gas-powered generation will play a greater role in the National Electricity Market (NEM) to 2050” (!) Our hot take? More like: gas peakers = the sum of a remainder of an unbalanced equation inherent to the programming of the ISP matrix.Bonus nerdery discussed: Could this major German green steel project be on the ropes? Possibly!Is every Matrix movie other than the original terrible? Yes!One more thingsTennant's One More Thing is: the worrying continuation of wild conspiracy theories - adopted by US Republicans - linked to geoengineering that now claim that the devastating Hurricane Helene and Hurricane Milton was being engineered by… the government!? Yikes.Frankie's One More Thing is: the quiet release of the Australian Government's ‘Achieving 30 by 30 on land' - the national roadmap for protecting and conserving 30% of Australia's land by 2030 - the week *after* hosting a Global Nature Summit. We'll let you Summerupperers read between the lines on that one! Luke's One More Thing is: to announce the lucky winners of tickets to join us at Currently Speaking's trivia night coming up in Melbourne on Wednesday, 23 October! Welcoming Super Summerupperers Dylan, Dean and Ben to Team LMSU - It's ON folks!And that's all from us Summerupperers! Support our Patreon at patreon.com/LetMeSumUp, send your hot tips and suggestions for papers to us at mailbag@letmesumup.net and check out our back catalogue at letmesumup.net.

A truly wild story is unfolding in Pakistan. Over the past few years the country has become the globe's third largest importer of Chinese solar panels, and yet none of the resulting projects are operated by, or even visible to, the national utility.Simultaneously, demand from the grid has dropped 9.1% over the past 12 months, which has many scared of a potential utility death spiral.Here's a recent story in the Financial Times on what's been going on that's good background.To unpack this, we sat down with Jenny Chase of Bloomberg New Energy Finance. She has been chasing down this story since 2021, when she was the first to report on it.Jenny is also the OG solar analyst and knows more about this space than pretty much anyone. We highly suggesting scrolling through her annual “Opinions About Solar” megathread on twitter.On an unrelated note, DERVOS tickets are selling fast. There's less than 15 left at the discounted price, so snag yours quickly. Final speakers, sessions, demo-day participants, and more to come out shortly. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.dertaskforce.com/subscribe

“Si no puedes con tu enemigo, únete a él” es la famosa frase del Obispo de Troyes, en Francia, cuando comprobó que llegaba Atila… como sabía que no lo podía vencer, decidió unirse a él y salvar a su pueblo… Pues ésta parece ser la estrategia de Toyota asociándose a los chinos. Te lo vamos a contar. La noticia es esta: El futuro Toyota Corolla contará con tecnología china BYD… ¡ojo! Hablamos de Toyota, marca que ha sido la número 1 en el Mundo en 2023… Hablamos, probablemente de su modelo más emblemático, al que le dedicamos un vídeo monográfico titulado “Toyota Corolla, ¡50 millones!”. Y hablamos de BYD una marca china cuyo primer coche, el F3 apareció en 2005 y que desde entonces ha fabricado 6 millones de coches eléctricos adelantado a Tesla como el fabricante número 1 de coches eléctricos en el Mundo… No hace tantos que creíamos que fundar una marca desde cero y situarla entre las más grandes del mundo era poco menos que imposible. Pues ahora, que todo cambia, ya no es así. Tesla, fundada en 2003 se ha convertido en la marca americana con mejor imagen y con la empresa del motor más valiosa. Por su parte, BYD fue fundada el 10 de febrero 1995 por Wang Chuanfu, un químico de apenas 29 años, en la ciudad de Shenzhen, primero se dedicó a las baterías, lanzo su primer coche en 2005, es proveedora de baterías, entre otros de Tesla y ha arrebatado a la marca americana el liderazgo como primer fabricante de coche eléctricos… No mucho después de terminar la Segunda Guerra Mundial llegaron a Europa y USA los japoneses, luego los “nuevos japoneses” que es como se llamó -casi con desprecio- a los coreanos, y ahora llegan los chinos… Y en todos los casos, en Europa, hay un comportamiento que se repite: Primero un evidente desprecio a unos productos baratos, pero de baja calidad. Segundo: Acusaciones de plagio que, justo es reconocerlo, en muchos casos eran, son y serán ciertas. Y tercero, después… pues no queda otra que aceptar que están haciendo productos iguales y en algún caso mejores que nosotros, los europeos. Las marcas europeas se han unido entre sí para ser más fuertes dando lugar a grupo gigantes como Stellantis y el grupo VAG. Pero los japoneses ya están trabajando en esta línea y Honda, Nissan y Mitsubishi ya están negociando una especie de unión para formar un grupo potente… y por otro lado están trabajando en conjunto Mazda, Subaru y Toyota. Toyota ha sido de las pocas marcas que ha sido “peleona” con el asunto de los coches eléctricos. Pero muy peleona. Tanto que su presidente, Akio Toyoda, miembro de la familia fundadora de la marca, declaró a primeros de este año que “Toyota no cree en el coche eléctrico”. Insisto, porque es importante: Esto lo dice el CEO de la marca número 1 del Mundo y precursora de los coches híbridos. Según datos de los fiables analistas de “Bloomberg New Energy Finance” en 2022, China produjo el 77 por ciento de las baterías de iones de Litio del Mundo. Se prevé que, para antes de 2030, o sea, para pasado mañana como quien dice, la producción de baterías en el mundo, para todo tipo de aparatos, no solo para coches, se multiplique por ocho… y que la cuota de China baje del 77 al 69 por ciento… Mientras tanto, ¿Qué porcentaje de baterías fabrica Japón? Los datos más optimistas no llegan al 10 por ciento del total de baterías de todo tipo… si nos ceñimos a baterías para destino automotriz, el porcentaje es mucho menor. O sea, que los chinos tienen y tendrán “la sartén por el mango”, mucho más cuanto más se expanda el coche eléctrico… Una filtración al medio japones Bestcar dejo ver que Toyota está trabajando con BYD para su nuevo Corolla, que contará con un motor térmico de 1.5 litros atmosférico desarrollado conjuntamente con Mazda, que aporta su tecnología “Skyactiv”, con Subaru y la propia Toyota. Pero según estas fuentes, generalmente muy fiables, la parte eléctrica-electrónica será de BYD, la misma o parecida a la utilizada en el exitoso BYD Seal… El nuevo Corolla, que es híbrido, en modo exclusivamente eléctrico tendrá una autonomía, gracias a la tecnología de BYD, cercana a los 100 km. Y con el depósito lleno, puede tener una autonomía… ¡superior a los 2.000 km! Si las cosas no estaban muy bien para los fabricantes europeos, estás alianzas las van a poner peor. Y además nuestros políticos parece que juegan en el equipo contrario. Cuando llegue este coche a Europa y arrase o al menos se venda muy bien, algo muy probable, seguro que algún gestor de alguna marca saldrá diciendo que este éxito les sorprende… (risas de bote). A mí no. Alguno me tachareis de agorero, que no lo soy, pero o los europeos espabilamos, incluyo a la industria, empresarios, sindicatos y políticos… o algunas de las empresas y fabricas europeas van a desaparecer y muchas o casi todas, van a sufrir mucho.

In this episode of the Solar Maverick Podcast, Benoy speaks with Nate Jovanelly, CEO of Sunraise Capital, and Jason Steinberg who is the CEO of Scanifly.  Scanifly, a software platform for PV design and field operations, has partnered with SunRaise Technology, a leading solar fintech company, to accelerate Service-level agreement(“SLAs”) for residential solar leasing. They speaks about residential solar trends like improving customer experience, automating the sales and construction process, and how to improve solar production. Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy and he is also an advisor for several solar startup companies.  He has extensive project origination, development, and financial experience in the renewable energy industry and in the environmental commodities market.   This includes initial site evaluation, permitting, financing, sourcing equipment, and negotiating the long-term energy and environmental commodities off-take agreements. He manages due diligence processes on land, permitting, and utility interconnection and is in charge of financing and structuring through Note to Proceed (“NTP”) to Commercial Operation Date (“COD”). Benoy composes teams suitable for all project development and construction tasks. He is also involved in project planning and pipeline financial modeling. He has been part of all sides of the transaction and this allows him to provide unique perspectives and value. Benoy has extensive experience in financial engineering to make solar projects profitable. Before founding Reneu Energy, he was the SREC Trader in the Project Finance Group for SolarCity which merged with Tesla in 2016.  He originated SREC trades with buyers and co-developed their SREC monetization and hedging strategy with the senior management of SolarCity to move into the east coast markets.  Benoy was the Vice President at Vanguard Energy Partners which is a national solar installer where he focused on project finance solutions for commercial scale solar projects.  He also worked for Ridgewood Renewable Power, a private equity fund, where he analyzed potential investments in renewable energy projects and worked on maximizing the financial return of the projects in the portfolio.  Benoy also worked on the sale of all of the renewable energy projects in Ridgewood's portfolio.   He was in the Energy Structured Finance practice for Deloitte & Touche and in Financial Advisory Services practice at Ernst & Young.  Benoy received his first experience in Finance as an intern at D.E. Shaw & Co., which is a global investment firm with 37 billion dollars in investment capital. He has a MBA in Finance from Rutgers University and a BS in Finance and Economics from the Stern School of Business at New York University.  Benoy was an Alumni Scholar at the Stern School of Business.     Nathan Jovanelly Nate is the CEO and Founder of SunRaise Capital's mission is to provide affordable and accessible renewable energy options to homeowners, while reducing carbon footprints and creating a sustainable future for generations to come. They achieve their mission by partnering with industry leading solar installers to provide our customers with the best possible solar experience at competitive rates. As the CEO of an innovative residential solar lease company, he spearheads strategic initiatives aimed at harmonizing the objectives of our funding partners, installation teams, and homeowners. With a relentless focus on alignment, he cultivates collaborative relationships to ensure mutual success and satisfaction across all stakeholders. Through innovative leadership and a commitment to transparency, he drives sustainable growth while delivering exceptional value to our investors, installers, and customers alike.   Jason Steinberg Jason is the CEO of Scanifly and oversees the operational and financial aspects of Scanifly. Scanifly is the only drone-based solar software committed to improving the efficiency, accuracy and safety of solar projects globally. Previously, Jason helped finance over $3 billion of renewable energy projects and companies as a banker for CohnReznick Capital. Prior to that, Jason worked for Bloomberg New Energy Finance as a lead North American data researcher. Jason's first job in the industry was installing solar arrays on rooftops in New Jersey. Jason is a CFA Charterholder and a NABCEP PV. Associate. Stay Connected: Benoy Thanjan Email: info@reneuenergy.com  LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com   Nathan Jovanelly SunRaise Capital Website:  https://www.sunraisecapital.com/ Linkedin:  https://www.linkedin.com/in/natejov/   Jason Steinberg Email: jason.steinberg@scanifly.com LinkedIn:  https://www.linkedin.com/in/jason-steinberg-48356017/     Press Release dated July 18, 2024 Scanifly Integrates with SunRaise Technology for Streamlined Financing Approval  https://www.prnewswire.com/news-releases/scanifly-integrates-with-sunraise-technology-for-streamlined-financing-approval-302200077.html?tc=eml_cleartime   Nate's other interviews on the Solar Maverick Podcast SMP 150: How SunRaise Capital is innovating residential solar financing? https://solarmaverick.podbean.com/e/smp-150-how-sunraise-capital-is-innovating-residential-solar-financing/   Solar Maverick Episode 147:  RE+ Takeaways https://solarmaverick.podbean.com/e/smp-147-re-conference-takeaways/    Solar Maverick Episode 139: Opportunities and Challenges with the PJM Solar Market https://www.youtube.com/watch?v=u14GHBkqcqo    Solar Maverick Episode 134: 2023 Solar Predictions https://solarmaverick.podbean.com/e/smp-134-2023-solar-predictations/    SMP 131:  How Technology and Software are innovating the Solar Industry? https://solarmaverick.podbean.com/e/smp-131-how-technology-and-software-is-innovating-the-solar-industry/    SMP 100: US Residential Solar, Storage, and Electric Vehicle Trends https://solarmaverick.podbean.com/e/smp-100-us-residential-solar-storage-and-electric-vehicles-trends/   SMP 74: Impact on COVID-19 on Residential Solar https://podcasts.apple.com/us/podcast/smp-74-impacts-of-covid-19-on-residential-solar/id1441876259?i=1000475840259    SMP 58:  Residential Solar Financing and Other Interesting Topics https://podcasts.apple.com/tc/podcast/smp-58-residential-solar-financing-other-interesting/id1441876259?i=1000459212910    SMP 20:  The Solar Intrapreneur Story:  How Nate helped IGS become one of the biggest solar asset owners in the US https://podcasts.apple.com/tc/podcast/smp-20-solar-intrapreneur-story-how-nate-helped-igs/id1441876259?i=1000432329129    We would like to thank Summit Ridge Energy for sponsoring this episode of the Solar Maverick Podcast. As the nation's leading commercial solar company, Summit Ridge Energy merges financial innovation and industry-leading execution to deliver clean, locally generated energy. This has made Summit Ridge one of the fastest-growing energy companies in America. Since launching in 2017, the company has deployed over $2B into clean energy assets and controls a development pipeline of more than 3GW that will provide solar power to homes and businesses nationwide. Learn more at srenergy.com and connect with us on LinkedIn.          

Japan is important to consider on the global energy stage. The country's emissions footprint is considerably smaller than China and the U.S. While Japan's energy footprint isn't growing as rapidly as India's, it's still the fifth-largest emitter of any country globally, with emissions representing roughly three to 4% of the global total. Japan's energy system is heavily fossil fuel-based, especially after it cut nuclear power generation from roughly one-third to zero in the aftermath of the 2011 Fukushima incident. Today we're diving into the Japanese energy economy and decarbonization efforts with Isshu Kikuma. Isshu has been with Bloomberg New Energy Finance since 2018, and up until last month his role there was Japan Energy Analyst. He just switched his focus to the energy storage world, but clearly brings a wealth of knowledge on Japan, energy, and decarbonization.We've been doing these geo tours on the pod for a while, covering countries like China, India, Brazil, and Kenya. Just check out our pod archives at the links below.In this episode, we cover:Japan's current power mix and heavy reliance on fossil fuels Decrease in nuclear power generation after the Fukushima incidentThe country's share of renewablesChallenges and potential of offshore wind in JapanPrograms and initiatives to encourage emission reductions, including the feed-in tariff schemeThe structure of Japan's power grid and interconnections between regionsThe role of industry in energy use and emissions reductionJapan's emissions targets Market-based levers and consumer programs in Japan, including the RE-100 initiative and EV subsidiesJapan's funding of coal power plants in other Southeast Asian countriesClimate change impacts on Japan and resiliency efforts The role of battery energy storage in Japan's power gridGeothermal and more✈️ Travel With Us:China's Role in the Global Energy TransitionNarendra Taneja on India's Energy PoliciesDr. Carlos Nobre's Roadmap for Brazil's Climate FuturePowering Up KenyaEpisode recorded on June 4, 2024 (Published on July 22, 2024) Get connected with MCJ: Jason Jacobs X / LinkedInCody Simms X / LinkedInMCJ Podcast / Collective / YouTube*If you liked this episode, please consider giving us a review! You can also reach us via email at content@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.

Electric vehicle sales continue to grow globally. Segments such as commercial vehicles and two- and three-wheelers have already reached very high levels of electrification—at 26 percent and 47 percent, respectively. However, electric vehicle growth is not consistent globally, and some markets have seen a decrease in the pace of electrification including in the United States. Bloomberg New Energy Finance's recently-released 2024 Electric Vehicle Outlook covers these trends and others, including the pace of public charging deployment, the breakdown of EV sales by battery-electric vehicles vs. plug-in hybrid electric vehicles, and EV investment and market opportunities. We are joined in this episode by Corey Cantor from BNEF to discuss key takeaways from the report. 

“The economic information on clean energy is amazing…We're decades deep in it now, where you're seeing the cost competitiveness of renewable technologies on an unsubsidized basis…We can do this. We can grow the economy and we can use more clean energy.” Lisa Jacobson on Electric Ladies Podcast The facts in the new Sustainable Energy 2024 Factbook, by the Business Council for Sustainable Energy and Bloomberg New Energy Finance, show that the transition to a clean energy economy is well underway, and resilient, despite “headwinds” like covid, high interest rates, supply chain issues and political pressures. How? Listen to Lisa Jacobson, President of the Business Council for Sustainable Energy and Tara Narayanan, Lead Analyst at Bloomberg New Energy Finance, explain where we are in this transition in this fascinating discussion with Electric Ladies host Joan Michelson.  You'll hear about: Where we're at in the energy transition and what the trends are The impact of the new trifecta of federal legislation – the Inflation Reduction Act, the Infrastructure Investment Act and the CHIPS and Science Act. The energy mix we need, including renewables, to power our complex economy Dispelling myths about the energy transition and energy sources Plus, insightful career advice, such as… “Think about your career as a business…Try to always have a mindset of kind of what I want first…What organizations do I want to work with? Where, what kind of responsibilities do I want to have? And maybe I do it through a traditional employer employee relationship, or maybe I just branch out on my own and just do it right? And I feel like women should feel empowered to do that and to be that kind of proactive thinking. And don't be afraid.” Lisa Jacobson on Electric Ladies Podcast Read Joan's Forbes article about this new report here and more of her articles here too. You'll also like: Inna Braverman, Founder/CEO of Eco Wave Power, on how wave power works and her powerful personal story that reflects today's geopolitical dynamics. Melissa Lott, Ph.D., Director of Research at the Center for Global Energy Policy at Columbia University, and the lead scientists in the PBS/NOVA documentary “Chasing Carbon Zero.” Vanessa Chan, Ph.D., Chief Commercialization Officer of the Department of Energy and Director of the Office of Technology Transitions, on the Inflation Reduction Act and the transition to clean energy. Halla Hrund Logadottir, Director-General, Iceland's National Energy Authority, on how the country has become 85% renewable energy. Sarah Golden, VP of Energy, Greenbiz, on geothermal, how it works and why it's growing exponentially Subscribe to our newsletter to receive our podcasts, blog, events and special coaching offers.. Thanks for subscribing on Apple Podcasts or iHeartRadio and leaving us a review! Follow us on Twitter @joanmichelson

On the next Probably True Solar Stories., we imagine what a fictional President Biden --a.k.a. "Dark Brandon"-- could have said at his 2024 State of the Union to bring more urgency about our global climate crisis and current solar and clean energy solutions.True Solar TakeawaysClimate Crisis and the Urgency to ActThe Intergovernmental Panel on Climate Change (IPCC) has consistently reported the urgency of acting on climate change to avoid catastrophic impacts. https://www.ipcc.ch/report/ar6/syr/Solar and other renewables are the leading sources of new U.S. power generationhttps://www.eia.gov/todayinenergy/detail.php?id=55419Solar and battery costs have come down since 2010 Bloomberg New Energy Finance's (BNEF) analysis reveals that solar module costs have plummeted by 89% since 2010, forecasting a further reduction by 63% by 2050. Battery prices have also dropped by 84% since the 2010s.https://heliushub.com/solar-costs-have-dropped-89-since-2010/#How_Much_has_the_Price_of_Solar_Decreased_Over_TimeSolar and other renewables are now the least expensive energy source.https://www.iea.org/news/massive-expansion-of-renewable-power-opens-door-to-achieving-global-tripling-goal-set-at-cop28 The Inflation Reduction Act (IRA) and Bipartisan Infrastructure Law have created over $649 Billion in private investments, including $161 Billion for EVs and battery manufacturing. Here are the stats and maps: https://www.whitehouse.gov/invest/?utm_source=invest.govThe Infrastructure Investment and Jobs Act includes funding for EV infrastructure and expanding public charging stations across the United States.https://www.whitehouse.gov/briefing-room/statements-releases/2023/02/15/fact-sheet-biden-harris-administration-announces-new-standards-and-major-progress-for-a-made-in-america-national-network-of-electric-vehicle-chargers/How does your representative vote on climate action? Check their voting record here at the League of Conservation Votershttps://scorecard.lcv.org/----- Visit ProbablyTrueSolar.com to sign up for the newsletter to learn about new episodes and live solar storytelling events. Support the show by visiting the merch store and buying a tee shirt! Learn how sponsors can be a part of Probably True Solar Stories and tell their own creative stories. Follow @SolarFred and/or @ProbTrueSolar on Twitter to discuss episodes Don't forget to: Subscribe to the show on your favorite podcast streaming service Rate Review, and Share!

This week, Michael presents the second part of his two-parter for Bloomberg New Energy Finance, exploring the bear and bull cases for the net zero transition. This week is the bull case: the "5 superheroes" of the transition, 5 forces/trends even more powerful than last week's "5 horsemen", which can prevail in the challenge of rapidly decarbonising the global economy. The 5 superheroes are: Exponential Growth, Systems Solutions, Great Power Competition, Disappearing Demand, and the Primary Energy Fallacy. And stay tuned until the end for a 6th "bonus" superhero!This audioblog is based on Michael's Bloomberg New Energy Finance opinion piece of the same title.    LinksRead the original BNEF piece on which this audio blog was based: https://about.bnef.com/blog/liebreich-net-zero-will-be-harder-than-you-think-and-easier-part-ii-easier/Read the latest IEA Renewables Report 2023: https://www.iea.org/news/massive-expansion-of-renewable-power-opens-door-to-achieving-global-tripling-goal-set-at-cop28Read the 2017 research paper - Limits to Growth in the Renewable Energy Sector: https://www.sciencedirect.com/science/article/pii/S1364032119305143Read Michael's 2018 piece for BNEF - Beyond Three Thirds, The Road to Deep Decarbonisation: https://about.bnef.com/blog/liebreich-beyond-three-thirds-road-deep-decarbonization/Read the research review by Hans Eric Melin on the reuse and recycling rates of lithium-ion batteries: https://www.energimyndigheten.se/globalassets/forskning--innovation/overgripande/state-of-the-art-in-reuse-and-recycling-of-lithium-ion-batteries-2019.pdfRead Michael Barnard's analysis of the proportion of global shipping linked to the fossil fuel industry: https://www.forbes.com/sites/michaelbarnard/2023/12/05/how-will-climate-action-change-the-face-of-global-shipping/?sh=73844bc869d0View the Lawrence Livermore Sankey Diagram showing estimated US energy flows in 2022: https://flowcharts.llnl.govRead the first part of this BNEF piece on the "5 horsemen" of the transition: https://about.bnef.com/blog/liebreich-net-zero-will-be-harder-than-you-think-and-easier-part-i-harder/    Related EpisodesAudioblog 11: Net Zero Will Be Harder Than You Think - And Easier. Part 1: Harder:  https://www.cleaningup.live/audioblog-11-net-zero-will-be-harder-than-you-think-and-easier-part-i-harder-1/Audioblog  10: The Next Half-Trillion-Dollar Market – Electrification of Heat: https://www.cleaningup.live/cleaning-up-audioblog-episode-10-the-next-half-trillion-dollar-market-electrification-of-heat/         

Michael is solo this week on Cleaning Up, outlining the "5 horsemen" of the net-zero transition - the five greatest obstacles to the net zero transition. These 5 horsemen are: the economics of energy solutions, the electrical grid, the demand for critical mineral, political and social inertia, predatory delay by the powerful incumbents. This audioblog is based on Michael's Bloomberg New Energy Finance opinion piece of the same title.   LinksRead the original essay here: https://about.bnef.com/blog/liebreich-net-zero-will-be-harder-than-you-think-and-easier-part-i-harder/Read Michael's 2022 essay, 'The Quest for Resilience – What Could Possibly Go Wrong?' here: https://about.bnef.com/blog/liebreich-the-quest-for-resilience-what-could-possibly-go-wrong/Read Michael's 2023 essay, 'The Next Half-Trillion-Dollar Market – Electrification of Heat': https://about.bnef.com/blog/liebreich-the-next-half-trillion-dollar-market-electrification-of-heat/Read Bloomberg NEF's 2022 New Energy Outlook: https://about.bnef.com/new-energy-outlook/Read the IEA's report on the role of critical minerals in the transition: https://www.iea.org/reports/the-role-of-critical-minerals-in-clean-energy-transitionsRead the IPSOS report study - 'What Worries the World'?: https://www.ipsos.com/sites/default/files/ct/news/documents/2022-06/Global-Summary_What-Worries-the-World.pdfRead Simon Michaux's report on the required quantity of critical minerals for net zero: https://www.gtk.fi/en/current/gtk-research-the-currently-known-global-mineral-reserves-will-not-be-sufficient-to-supply-enough-metals-to-manufacture-the-planned-non-fossil-fuel-industrial-systems/Read Part 2 of this two-parter, on the "5 superheroes" of the transition: https://about.bnef.com/blog/liebreich-net-zero-will-be-harder-than-you-think-and-easier-part-ii-easier/  Related EpisodesReview Ep141 with Naomi Oreskes - Lifting the Curtain on Climate Change Denial: https://www.cleaningup.live/lifting-the-curtain-on-climate-change-denial-ep-141-prof-naomi-oreskes/

Michael is solo this week on Cleaning Up, outlining the "5 horsemen" of the net-zero transition - the five greatest obstacles to the net zero transition. These 5 horsemen are: the economics of energy solutions, the electrical grid, the demand for critical mineral, political and social inertia, predatory delay by the powerful incumbents. This audioblog is based on Michael's Bloomberg New Energy Finance opinion piece of the same title.   LinksRead the original essay here: https://about.bnef.com/blog/liebreich-net-zero-will-be-harder-than-you-think-and-easier-part-i-harder/Read Michael's 2022 essay, 'The Quest for Resilience – What Could Possibly Go Wrong?' here: https://about.bnef.com/blog/liebreich-the-quest-for-resilience-what-could-possibly-go-wrong/Read Michael's 2023 essay, 'The Next Half-Trillion-Dollar Market – Electrification of Heat': https://about.bnef.com/blog/liebreich-the-next-half-trillion-dollar-market-electrification-of-heat/Read Bloomberg NEF's 2022 New Energy Outlook: https://about.bnef.com/new-energy-outlook/Read the IEA's report on the role of critical minerals in the transition: https://www.iea.org/reports/the-role-of-critical-minerals-in-clean-energy-transitionsRead the IPSOS report study - 'What Worries the World'?: https://www.ipsos.com/sites/default/files/ct/news/documents/2022-06/Global-Summary_What-Worries-the-World.pdfRead Simon Michaux's report on the required quantity of critical minerals for net zero: https://www.gtk.fi/en/current/gtk-research-the-currently-known-global-mineral-reserves-will-not-be-sufficient-to-supply-enough-metals-to-manufacture-the-planned-non-fossil-fuel-industrial-systems/Read Part 2 of this two-parter, on the "5 superheroes" of the transition: https://about.bnef.com/blog/liebreich-net-zero-will-be-harder-than-you-think-and-easier-part-ii-easier/  Related EpisodesReview Ep141 with Naomi Oreskes - Lifting the Curtain on Climate Change Denial: https://www.cleaningup.live/lifting-the-curtain-on-climate-change-denial-ep-141-prof-naomi-oreskes/         

Support us on Patreon... Tennant, Luke and Frankie are calling all Summerupperers to come join the expanded LMSU universe and support our just-launched Patreon! Our hope is to make this passion project of ours a tad more sustainable. You can sign up here:  https://www.patreon.com/LetMeSumUp.---Your intrepid hosts have charged into 2024 and are serving you the hottest takes on the spiciest topics. It's good to be back!We kick things off by recapping Big Thinkers Ross Garnaut and Rod Sims' appearance at the National Press Club on 14 February where the duo presented some big think ideas on how Australia could acquire energy Superpower status. A Carbon Solutions Levy proposed on the carbon content of all fossil fuels produced in or imported to Australia would fund the Capacity Investment Scheme, building of new transmission and hydrogen pipelines and support early development in Superpower industries like processing iron, aluminium and other critical minerals for export. Is this a Deadpool/Wolverine bromance destined for critical success? Only time may tell! Our main paperThe Australian Government's hotly anticipated Cleaner, Cheaper to Run Cars: The Australian New Vehicle Efficiency Standard is out for consultation (you've got until March 4 people) and the scrutiny of your intrepid hosts. We have been talking about vehicle efficiency standards for donkeys' years and the Government is keen to no longer be in a club with Russia as one of two advanced economies left without them. An ambitious timeline to see us converge with proposed (OR ARE THEY) US standards by 2028 would push a big uptick of EVs in new vehicle fleets but will it all be down to our ability to COMPLETE A GOVERNMENT IT PROJECT in time? One more thingsTennant's One More Thing is ex-Bloomberg New Energy Finance charts maven Nat Bullard has published his latest annual chart-a-thon on decarbonisation progress. It is a nerdy datafeast with loads that is positive, some provocative, and a sprinkling of grimness.Frankie's One More Thing is the US EPA's introduction of a Waste Emissions Charge for methane on oil and gas facilities that exceed specified thresholds. Combined with rule changes announced at COP28 as part of their Methane Emissions Reduction Program, provides a roadmap other signatories to the Global Methane Pledge could be getting on with!Luke's One More Thing is riff on one of Garnaut's reflections in the Q&A following his press club address; governments of the past have taken on the task of making (and winning) the argument for doing Hard Things in the National Interest. It worked in the 1980s for microeconomic reform, can it work in the 2020s for climate policy? And that's all from us Summerupperers! Support our Patreon at patreon.com/LetMeSumUp, send your hot tips and suggestions for papers to us at mailbag@letmesumup.net and check out our back catalogue at letmesumup.net.

The storage market is full of surprises. Last year, global storage installations were a third higher than expected, driven mostly by Chinese policy to attach batteries to renewables.  Meanwhile, a ramp-up in manufacturing is causing oversupply – and a potential shakeout for smaller battery makers. By 2030, the world could see 1.8 terawatt-hours of storage capacity installed, according to Bloomberg New Energy Finance.  Rapid manufacturing expansion, a shift in chemistries and designs, and increases in duration for grid-connected systems are making battery storage one of the most dynamic sectors of the clean energy economy. “We do have to constantly be reconsidering our assumptions,” said Yayoi Sekine, head of Bloomberg New Energy Finance. “I think now we're currently in an environment where the industry is actually able to sustain itself in terms of its own battery manufacturing and supply chains. That's a pretty big shift and that's happened very recently.” This week on The Carbon Copy, we feature a conversation with Yayoi Sekine pricing, tech, manufacturing, and deployment trends that are shaping battery storage. Subscribe to Latitude Media's newsletter to get weekly updates on tech, markets, and deals across clean energy and climate tech.

This audio is brought to you by Wearcheck, your condition monitoring specialist,. South African manganese mining company Jupiter Mines announced on Tuesday that it has produced a 99.9% pure sample of high purity manganese sulphate monohydrate (HPMSM) using the Northern Cape's manganese ore and bringing into service an internally developed hydrometallurgical production process. Inclusion of the battery grade manganese in the cathode of electric vehicle batteries introduces cost efficient energy density and potential safety enhancements, Jupiter stated in its media release to Mining Weekly. Jupiter's advance towards producing HPMSM follows that of Manganese Metal Co (MMC), chaired by South African mining stalwart Bernard Swanepoel. As reported by Engineering News & Mining Weekly in September, MMC is in the early phase of constructing a small-scale 5 000 t/y commercial HPMSM plant in Mbombela (Nelspruit), which is expected to be in production by 2026. This plant will be a brownfield addition to MMC's high purity electrolytic manganese metal (EMM) refinery. The wording of the Jupiter media release to Mining Weekly is that the Australia-listed company's advance is "the first published record of HPMSM being produced by a South African manganese miner using its own process". The manganese product is described as being of battery-grade quality in conformity with specifications provided by the International Manganese Institute. "We are very encouraged by the high purity testing results that we've achieved through the HPMSM production process that we developed, as well as the progress we are making on our business case development more generally. Our aim is to bring distinctive value to this downstream integration strategy and to derive attractive returns in exchange," said Jupiter MD Brad Rogers. Next year, MMC will complete half a century of being a producer of the world's purest 99.9% manganese EMM metal from ore that is mined in the Kalahari by Johannesburg-, Sydney- and London-listed diversified mining company South32. For some time, customers have been buying MMC's high purity manganese metal to dissolve it into HPMSM, and this has prompted MMC to enter the HPMSM production space itself. Once the 5 000 t/y plant is built, accredited and goes into the batteries of the world, then the sky will be the limit for MMC, which will be able to step out and put South Africa on the battery grade manganese map. MMC's forward movement into HPMSM is taking place amid key battery electric vehicle (BEV) manufacturers pursuing this more affordable and greener cathode active material with higher manganese content as the material of choice. Jupiter is performing location studies to determine the ideal location of its first plant. The base case for this work is that Jupiter's refining facility will be in US or Canada, with Europe an alternative. Ultimately, the decision will be informed by a variety of key criteria, including the location of likely offtake partners. Jupiter is also considering the merits of producing a manganese concentrate in South Africa, prior to transportation and refinement in North America or elsewhere. At this year's Fastmarkets European Battery Raw Materials event in Amsterdam, MMC market development executive Madelein Todd highlighted the commitment of MMC to produce sought-after HPMSM in Mbombela directly from manganese ore, in addition to being the producer of the world's highest 99.9% pure manganese metal going back to 1974. Meanwhile, Jupiter, based on its strategic analysis and discussions with market participants, expressed belief that there will be "a growing and long-term demand for HPMSM, which will be undersupplied for a period commencing in the late 2020s". Jupiter quoted the International Energy Agency as finding that the typical BEV will require more manganese than lithium and cobalt and Bloomberg New Energy Finance as expecting a supply deficit of 72% (relative to total demand) by 2030. On track to complete ...

The Democratic-backed bill known as the Inflation Reduction Act would represent the largest climate investment in US history. Interview with Tom Rowlands-Rees, Head of Research, North America for Bloomberg New Energy Finance, and Corey Cantor, E.V. Associate with BNEF. The July Surprise, E.V. incentives, Japanese automakers and the challenges of brining solar manufacturing to The United States. How this legislation is meaningful for the world.

After a decade in obscurity, carbon offsets have resurrected in recent years as more companies are targeting net zero. Volumes and prices have picked up in 2021-22 to create a 2bn USD market that some institutions predict could rise to 50bnUSD by the end of the decade. But the market is non-regulated, very opaque and shrouded in incomprehensible jargon.Sounds familiar? Is carbon the new crypto? Are bad credits a bug or a feature of the system? Why do Companies think that carbon credits could be a solution on their net-zero journey?There are very heated debates around Carbon Credits/Carbon Offsets. They are loathed by very opiniated experts following spectacular failures or blatant frauds. On the other hand, some reasonable people are trying to sort out the mess while establishing, in the absence of any national or international regulations, what could differentiate a “good credit” from a “bad credit”.We bring in one the savviest expert of the voluntary carbon markets, Guy Turner, who will lay out the controversies and explain what a good credit is. Guy Turner, one of the original members of Bloomberg New Energy Finance, owns and runs Trove Research. Trove Research is the most respected and comprehensive source of information on the Carbon Market.With Guy we go from detailed concepts to the big picture and try to avoid the alphabet soup which has plagued the industry. A great conversation to set things in perspective. Useful linksWho do define good credits: www.icvcm.orgHow to REALLY become carbon neutral https://vcmintegrity.org/Guy Turner's company: https://trove-research.com/The show is powered by AXPO, green electricity provider for decades.

In August, the US government is set to issue standards for hydrogen tax credits. Over the last year, a debate has been raging over how strict those standards should be for matching renewables with hydrogen production. With rules set to be released in the coming weeks, ad campaigns have popped up from industry trying to persuade the feds to adopt looser standards, and green groups pushing for  Without clear standards for matching renewables to hydrogen production, emissions could double, says Adithya Bhashyam, an associate hydrogen analyst at Bloomberg New Energy Finance. Adi closely tracks the industry, and has been modeling the market impacts of different standards. This week, we'll talk with him about how standards might unfold in the US, how Europe's newly-passed rules might influence the outcome, and why we need green hydrogen in the first place. The Carbon Copy is supported by FischTank PR, a specialized climatetech PR firm dedicated to bringing meaningful results for companies in sectors spanning grid edge, solar, energy storage, battery, EVs, alternative fuels, VC and green building. FischTank helps clients stand out in an increasingly competitive and noisy space. Visit FischTank PR to learn more. The Carbon Copy is brought to you by Savant Power. Savant's end-to-end power systems provide energy generation, inverter and battery storage, generator control, flexible load management for every circuit, and level two EV charging. Learn more about the only company that can deliver an integrated smart home and energy solution controlled via a single award-winning app at Savant.com.

"Taking Appliances and Saving Money""https://www.audacy.com/989word The Charlie James Show Listen on Spotify : https://spoti.fi/3MXOvGP Apple Podcasts: https://podcasts.apple.com/us/podcast/the-charlie-james-show-podcast/id1547262821 Follow us on Social Media Join our Live Stream Weekdays - 3pm to 7pm Facebook: https://www.facebook.com/1063WORD Rumble: https://rumble.com/c/c-2031096 Twitter: https://twitter.com/1063WORD Instagram: https://www.instagram.com/1063word/ "Red Meat, Greenville." 07/24/23 #LiberalPerspective #LiberalFailures #LiberalPartyCanada #ConferenceViews #LibertarianLife #ValerieStupSeries #BidenBudgetInsight #CanadianMarket #GlobalChallenges #EVConcerns #PierrePoilievre #JenniferGranholm #TeslaCybertruck #BloombergEnergyFinance #PoliticalGaffes #EnergyTransitionProcess #PennyPincherTips #UndervaluedCanadianBusinesses #FederalBudgetTalk #BidenSpeechAnalysis

Michael Liebreich is the host of the podcast Cleaning Up, focused on leadership in the age of climate change. Michael was previously the CEO and founder of Bloomberg New Energy Finance. He has been involved with the organization for 20 years, still serving as a senior contributor. Michael also runs an advisory firm, Liebreich and Associates, focused on clean energy and sustainable development, and he's an advisor to the UK Board of Trade. All of this is just scratching the surface of Michael's background, which also includes having been a member of the British Ski Team and a participant in the 1992 Winter Olympics.This episode explores Michael's accomplishments and how he came to focus on climate and clean energy topics, how he started New Energy Finance and the decision to sell the business to Bloomberg, as well as the legacy that he created with the business. Michael and Cody then cover a hit list of topics, including recent climate legislation in the US and the EU, the topic of green protectionism and Michael's “five horsemen” of big challenges the world faces as we try to decarbonize.This conversation merely grazes the surface of Michael's climate-related interests, including his deep focus on hydrogen. So, for more from Michael, you'll need to check out his conversations on the Cleaning Up podcast.In this episode, we cover: [01:58]: Michael's unique background [06:49]: Transitioning to journalism in the early internet era[08:48]: Michael's personal climate epiphany in the Swiss Alps[12:34]: Starting a data-driven media company to fill the clean energy information gap[18:05]: Pivoting to insight services  [18:57]: Bloomberg's acquisition of New Energy Finance (NEF)[22:21]: Running Bloomberg NEF as CEO[25:27]: Stepping away from NEF and growing his professional network[26:53]: Paid speaking engagements and transitioning to podcasting during COVID[28:10]: Michael's approach to the Cleaning Up podcast[36:31]: The struggles and advantages of being generalists[38:34]: Europe's energy situation over the winter of '22-'23 and the urgent need to address dependence on Russian energy[40:54]: The role of Liquid Natural Gas (LNG) terminals in Europe[42:58]: European response to the Inflation Reduction Act and "Green Protectionism"[48:08]: Caution around the practice of recycling and re-exporting items for credits[51:22] Michael's main concerns for clean energy deployment, including rare metals and recycling[52:38] Addressing the speed with which societies can approve and build transmission[56:43]: Limited access to capital in developing countries [01:00:41]: Resilience and intermittency issues[01:03:49]: Closing thoughts and how to follow Michael's workGet connected: Michael Liebreich Twitter / LinkedInCody SimmsMCJ Podcast / Collective*You can also reach us via email at info@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.Episode recorded on May 10, 2023

Eleven US states plus the District of Columbia have passed laws committing to 100% carbon-free or 100% clean energy. The path to 100% is full of choices that influence the cost to electricity ratepayers, ownership of critical infrastructure, and access to the financial and social benefits of energy infrastructure investment. A few detailed national studies have forecast scenarios to achieve 100% carbon-free electricity. These include net zero scenarios from Bloomberg New Energy Finance, the US Dept. Of Energy Solar Futures Study, and Vibrant Clean Energy's Roadmap for the Lowest Cost Grid.   The national studies are informative, but state policy and regulation have significant influence over how state energy markets develop. This places responsibility on state leadership to define the most advantageous pathways and advance policies and programs to achieve them. In both Illinois and Minnesota, the recent legislation that established 100% clean energy goals was passed when the Democratic party held majorities in the legislatures and governors' offices.  And the legislation passed on party-line votes. This is a clear indication that in Midwest states that have divided government, these types of commitments face political opposition.  One such state is Wisconsin, where Republicans hold sizable majorities in the assembly and senate while the state has a Democratic Governor with ambitious clean energy plans. In support of these plans, two state policy groups – Clean Wisconsin and Renew Wisconsin – partnered with GridLab and Evolved Energy Research to forecast scenarios for achieving 100% clean energy in Wisconsin by 2050. Using the scenarios, they produced a roadmap that demonstrates how Wisconsin can cost-effectively transition to net zero emissions. We discussed the study and its recommendations with Chelsea Chandler, program director at Clean Wisconsin.  Host: Nick Hylla, MREA Executive Director  Guest: Chelsea Chandler, Climate, Energy, and Air Program Director, Clean Wisconsin  -Live Event at The Energy Fair: Catch Chelsea at her Rise Up Live Event at The 2023 Energy Fair on Friday, June 23rd at 2 p.m. Get your tickets at theenergyfair.org/tickets.    -Show notes – timestamps we want to include from the episode from worthwhile subjects  0:20 – Nick overviews state commitments to clean energy in the Midwest  3:48 – How divided government impacts clean energy  6:28 - Overview of Clean Wisconsin's work  7:40 – Wisconsin's pathways to 100% clean energy study  13:47 – Coal plant closures and decarbonization  17:10 – Electrification and Transmission  20:32 – Local resistance and land use size calculations  28:53 – Additional benefits of solar over corn ethanol  30:03 - Solar's benefit to local governments  34:12 - Challenges and opportunities within different transition scenarios  36:25 – Additional costs of inaction on electrification  41:57 – DERs in the energy transition  43:33 – Next steps for Wisconsin's path to 100%  50:39 – Basing energy discussion around real-world pros and cons  Episode Resources: riseupmidwest.org -Get Connected:  Clean Wisconsin: https://www.cleanwisconsin.org  The Energy Fair: https://www.theenergyfair.org 

There aren't many people in the industry who have as big views or voice as Michael Liebreich. Today's episode covers a multitude of topics, which really reflects Michael's myriad of roles in the energy industry and the wider transition to a cleaner energy future. In this bumper episode, Quentin chats to Michael Liebriech (Chairman & CEO at Liebreich Associates). During the course of the conversation, they cover topics including:Michael's journey in the energy industry and role in the energy transition. From skiing, New Energy Finance, Liebreich Associates and more.How Michael's fascination with hydrogen developed, the path that led him there, his views on the challenges, and the development of ‘The Hydrogen Ladder'.Cleaning Up - how Michael's weekly podcast came to be and the purpose and vision for it.Michael's vision for the future and the challenges faced on the clean energy transition journey. Mentioned in this episodeArticles:Economist article on scaling up low carbon technologieshttps://about.bnef.com/blog/liebreich-separating-hype-from-hydrogen-part-two-the-demand-side/Cleaning Up episodes:Ep104: Yanis Varoufakis "Power, Markets & Power Markets"Ep98: Bill McKibben "Writer, Activist & Constructive Disruptor"Other: Hydrogen Hub MapAbout our guestMichael is an acknowledged thought leader on clean energy, mobility, technology, climate, sustainability and finance. He is the founder and senior contributor to Bloomberg New Energy Finance, a member of numerous industry, governmental and multilateral advisory boards, an angel investor, a former member of the board of Transport for London, and an Advisor to the UK Board of Trade.To find out more about what he does, visit his website or follow him on LinkedIn for his latest updates.About ModoModo is the all-in-one Asset Success Platform for battery energy storage. It combines in-depth data curation and analysis, asset revenue benchmarking, and unique research reports - to ensure that owners and operators of battery energy storage can make the most out of their assets. Modo's paid plans serve more than 80% of battery storage owners and operators in Great Britain.To keep up with all of our latest updates, research, analysis, videos, podcasts, data visualizations, live events, and more, follow us on Linkedin.If you want to peek behind the curtain for a glimpse of our day-to-day life in the Modo office(s), check us out on Instagram.

John Tully, Vice President of Strategy and Business Development, Pilot Flying J joined Grayson Brulte on The Road to Autonomy Podcast to discuss how Pilot Flying J is developing the travel centers of the future.The conversation begins with John discussing how Pilot Flying J will continue to prosper as Bloomberg New Energy Finance is projecting that road fuel demand will peak in 2027. Simply stated, our job is to provide the fuel, the amenities, for our customers where they want it. – John TullyWhether its gas, diesel, hydrogen or electric, Pilot Flying J will be providing their customers with the right fuel for their vehicle. For the professional over-the-road drivers, the company provides food, showers, parking and Wi-Fi. Over the next three years, Pilot Flying J will be investing over one billion dollars to upgrade the stores and the amenities offered to drivers and customers. In addition to upgrading the stores and amenities, Pilot Flying J is upgrading the infrastructure to support electric vehicles and electric heavy-duty trucks. The EV infrastructure is being rolled out across 500 locations with 2,000 charging stalls through a partnership with GM and EVGo. We are approaching this to try and help answer as a collective, with Pilot as part of that collective the range anxiety question. We are not just doing this where the highest utilization is, we are doing it where we can connect via the corridor urban areas to urban areas. – John TullyAs part of the rollout of EV charging stations, Pilot Flying J is focused on uptime. They want to ensure that when you show up, the chargers are online, working and convenient.We are putting in 350kw chargers with two hoses with the idea of being able to provide that premium service for our customers. – John TullyFor trucks, Pilot has a partnership with the Volvo Group to build a charging network for medium and heavy-duty electric trucks. While the partnerships with GM, EVGo and Volvo Group might seem exclusive, they are are not. The charging infrastructure being installed will be open to all drivers. What we are trying to do is setup an ecosystem that works for all of our customers. – John TullyIn addition to leaning into the future with fuels, Pilot Flying J is leaning into the future of autonomous trucks through an investment in Kodiak Robotics. As part of the investment in Kodiak, John joined the board. One of the defining factors of the investment was Kodiak's culture and how it aligns with the Pilot Flying J culture. We think that autonomous trucking is solving a real problem that exists. We think that it is something that lives alongside our existing fleet customers and the drivers. Drivers are super core to us. It's how can we continue to provide and improve what we are doing for our drivers while also looking ahead and seeing where our customers are heading and make sure that we can provide part of those solutions for the autonomous world as well. – John TullyWrapping up the conversation, John shares his insights into Pilot Flying J's long-term strategy of fueling life's journeys. Follow The Road To Autonomy on Apple PodcastsFollow The Road To Autonomy on LinkedInFollow The Road To Autonomy on TwitterRecorded on Tuesday December 6, 2022See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Markets have been volatile in 2022, but how have thematic investments fared? And looking to 2023 and beyond, which thematic areas might take centre stage given technological developments, the geopolitical landscape and market forces? Join Aude Martin and Tobias Merfeld from LGIM's ETF investment team for a wide-ranging conversation on thematic investment this year, next year and beyond. This episode is hosted by Harry Brooks, Content Manager. Sources: ·        Cyber security spending forecast for 2023: https://www.cybersecuritydive.com/news/security-spending-balloons/634365/#:~:text=Gartner%20predicts%20organizations%20will%20spend,%247.5%20billion%20in%202023%20spending. ·        Battery demand forecast: https://source.benchmarkminerals.com/article/200-billion-needed-to-meet-battery-cell-demand-by-2030 ·        Renewable energy forecast: Bloomberg New Energy Finance, New Energy Outlook 2022 ·        Cloud protection forecasts: https://www.cybersecuritydive.com/news/security-spending-balloons/634365/ For professional investors only. Capital at risk.

Cop 27 brought together heads of states and governments from 190 countries. The United Nations said recently that there is “no credible pathway” in place to cap global heating at 1.5 degrees Celsius. But the key positive at COP27 was the hot issue of 'loss and damage' payments and it received conditional approval. We speak to Dr. Ali Izadi, Head of Asia-Pacific, Bloomberg New Energy Finance on whether there were more successes than failures at this event.Image credit: Shutterstock

The IEA has a number for the required solar to halt climate change and it's being built right now! Heat waves make people angry, Californians respond to text alert to save power and blackouts were averted. Tesla's production cost per vehicle is 42% of what it was just five years ago and it's not due to falling battery prices. Some grids in the US have so much excess power, prices are often going negative. They pay you to use power. This is going to become common as we move forward with decarbonization. The specs for the Chevy Equinox have been announced and it's clearly going to make the Chevy Bolt EUV obselete instantly.  James's son's geology professor says there's not enough lithium for 100% electric car sales. He's wrong. Thanks for listening to our show! Consider rating The Clean Energy Show on iTunes, Spotify or wherever you listen to our show. Follow us on TikTok! Check out our YouTube Channel! Follow us on Twitter! Your hosts: James Whittingham https://twitter.com/jewhittingham Brian Stockton: https://twitter.com/brianstockton Email us at cleanenergyshow@gmail.com Leave us an online voicemail at http://speakpipe.com/cleanenergyshow Tell your friends about us on social media!   Transcript of this Episode Brian: Hello, and welcome to episode 131 of the Clean Energy Show. I'm Brian Stockton. BBC News Anchor: We're interrupting our schedules for the following announcement. Buckingham palace has announced the death of Her Majesty Queen Elizabeth II. Brian: What is this, the London Bridge protocol? James: Yes. We've been waiting decades for this, and it's finally happened. Brian: No. Podcasts do not have to follow the London Bridge protocol. Come on. They don't it's fine. But I will say the Queen is dead. Long lived the king. James:I'm James Whittingham. This week, my son's geology prof says there's not enough lithium to go 100% electric anytime soon. I promptly advised my son to quit university and educate himself on Facebook. This week. California didn't have enough power. While other grids in the US. Have so much excess power, prices are often going negative. If I can get the grid to pay me to use my fancy coffee machine, I'll be rich. Tesla's production cost per vehicle is 42% of what it was just five years ago. And it's not due to falling battery prices. It's actually Elon Musk not having to buy horses anymore due to the woke mob. Okay, I don't understand that, Joe. Really? No, I don't. He got a massage and promised a woman a horse. I got it. The California power grid avoided severe blackouts after sending a text alert to citizens. The text said, you up, followed by turn off your lights. All that and more on this edition of the Clean Energy Show. And Brian, this week we also have something from Bloomberg opinion that says the energy transition and its supply chain are at what we need to beat climate change. Already. It's already being constructed. It's quite remarkable. Even apparently, lithium. Yes, high temperatures are making people angrier online. And how are you this week? I'm good. So here's my two updates. I got the latest full self driving update on my Tesla, which is it a big one. Yeah, it's a big 110.69.2. This is the first update I've had since actually getting the full self. Oh, I didn't know that. Yeah, it's the only one I've had since getting the full self driving software. Only had it a day, only used it once, and it still did that. Same thing where a lot of our streets don't have a line painted down the middle, and it's two lanes, and it started to drift to one side, so I canceled it and just kept driving. Well, Joy? Yeah. And he says they're going to be out by the end of the year. Come on. Yeah, well, a lot of the testing miles have been done in California, so it sounds like the software works way better in California. And we are, sadly, many miles from California, so it's going to be a bit of a struggle here for a while, I think. Do they paint the streets of California? Is that the issue? We don't paint them here. Yeah. Well, I'm assuming all the roads are better in California, but the grass is always greener, as they say, although not during a drought. But anyway, my other updates so I think I said last week, I've applied for the Greener Homes grant, which is Canada's subsidy for retrofitting your home to put in clean energy stuff, insulation. And I'm still hoping to do a heat pump, an air source heat pump for my house, get rid of my furnace. So the process is moving. I've been approved. I'm in the program. They can't do the blower test. So what they do is a blower test on your house to test the tightness of the house, and then you do the upgrades, and they do another one. But because our ceiling, the drywalls opened up in the ceiling in the kitchen, because we were trying to fix those leaks, they can't do the blower test right away. But anyway, I just wanted to mention that I am hoping to go through this process. This is what it's available in Canada, and as we've covered on the show before, the new Inflation Reduction Act in the US. If you're in the US. There's lots of kind of similar subsidies for home improvements and upgrades and energy efficient appliances and vehicles and everything. And of course, different states and different provinces all have incentives, too. And like, our natural gas utility has a little bit of incentive to go to higher efficiency furnaces, gas furnaces and stuff. So anybody listening, always check your local area, your local state, your local province to see what the possible subsidies are. Okay, well, the Chevy Equinox, they finally announced the specs on it. Yeah. So this is the next big electric vehicle from General Motors, which is an SUV that's going to be at a reasonable price. They said this is a small SUV under $30,000 US. Is that cheaper than the Bolt? It's not cheaper than the Bolt now because they lower the Bolt in the US. But the equivalent Canadian pricing would put it lower, I think, than the Canadian pricing, current Canadian pricing of the bolt and worldwide as well. Yeah, and if that's the price for the Equinox, one would think they would eventually drop the bolt below that because that's a smaller car. The Equinox is actually making it hard for me to buy a Bolt because of two reasons. One, it'll render the Bolt obsolete. Even if it's really close in price, it's a bigger vehicle, seems like a better vehicle. It's not as well fitted. Maybe they have some bare bones stuff with the base model. You get a power driver's seat on the base model of the boat and a few other nice things. In Canada, you get ten years of connectivity, or eight years of connectivity. A long time of connectivity. Maybe it's five, but it's a few years. That cover most of your ownership, usually. So I'm just worried about it. Plus, they got the LTM battery pack with that. So that should be approved to charge faster, three times as fast. Peak charging doesn't mean that it's going to charge three times as fast, but the peak charging is three times as fast. So that's what the big drawback of the Bolt is. Well, it's size and it's charging speed on the highway. Well, and I think we're still in a situation where if you decide you want one, you're going to have to head down to GM as soon as you can and kind of put down a deposit because the supplies are going to be limited, especially where we live. So I think that's going to be the situation for the next couple of years, no matter which electric vehicle you decide to buy. And it's going to be at least two years before I get a base model of the Equinox. But let's say I have a four year loan or four year lease of a Bolt. Maybe leasing is the way to go because the Bolt could be under severe price pressure. Right. If the price does go down and I bought the vehicle, then I've got like a dud on it when I'm trying to sell it in three or four years to get an equal option, but at least would give you a sort of a guaranteed buyout price or something. Yeah, but at least they're not too sexy with their offers on the leasing right now. So I really don't know what to do. So I got a message from my son at his geology class. It's not basic geology, it's engineering related. Geology is something that requisite that he's taking. And he says the prof was going on about not having enough lithium. Like this was the day that California solidified their 100% electric vehicles by 2035. Well, he says there's no way, no way in hell, because there's not enough lithium. He's a geologist. He knows there's not enough lithium. That's not true, though. No. From what I understand, and I'm not a lithium expert, but apparently you are, it's not so much that there's plenty of lithium. It's the processing of the lithium that's the difficult part to make it usable for batteries. Yeah. So I looked it up, and I found some sources in the journal Nature, and lithium itself is not scarce, as you said. But a June report by Bloomberg New Energy Finance estimated that the current reserves of the metal are around 20 million tons. And that's not enough to carry the conversion EVs through to mid century. So the actual amount there, it's the refinery of it, the mining of it. He said it takes ten years to mind to get well. Do your math. It's more than ten years away, and we're going to have a story later about the solar supply chain going gangbusters enough to actually beat climate change. And where there's a will, there's a way. And this is what's happening. Solar is ahead of everybody else. But batteries are coming now and there's money to be made. So presumably if there's money to be made, it seems possible that there will possibly be some lithium bottlenecks where we won't have all that we need. There was an announcement from Tesla recently that they are trying to get a lithium mine or processing plant going in Texas. So the fact that Tesla is getting into it indicates that, you know, maybe they are worried there's not quite enough lithium, but it's all part of the ramp, so I'm not worried. But, hey, I'm not a geology professor, and we're also going to talk about Tesla having an advantage because five, seven years ago, musk was talking about lithium and he was on top of this, wasn't he? No, I mean, this is the advantage of Tesla, is they've been working on all of these things for at least a dozen years now. They've got a nice head start in figuring this stuff out. We were just before we went to record, there was a threat in California of power blackouts, wasn't there? Yes. So they've got a crazy heat wave going on there and they were predicted just at the time that we were recording. They had managed to stave off blackouts for the previous couple of days, but it was all coming to a head just as we were recording our show last week. And they saved the grid. And how did they do it, James? They sent out a text message alert. Yeah. And Brian? It worked. It totally works. It's a crazy thing. It worked. People said, okay, I will turn off my draw up for a couple of hours, or whatever they do in California. And it worked. Yeah. No, I thought that was quite remarkable. There was some graphs posted online of, like, exactly when the text went out and how power dipped. Obviously not everybody's going to listen to that, but that is one of the advantages of everybody having a cell phone here in our province. We had a bunch of emergency alerts for safety reasons a couple of weeks ago, and they were quite alarming to get. Definitely necessary for everybody's safety. Certainly I want to be informed and stuff like that. So if you and I were living in California, we would absolutely have gone and turned off some lights, turned off some power hungry things, and clearly enough people think like us and did that as well. So I've got a pool pump running, right? Yeah, it's about 1000 watts. Wow. Yeah, it's not fun. Swimming pools are not the most environmental thing there, but heating, although you do run yours with thermal solar panels. I heated with solar, yeah, but there's chemicals and water. I should probably do an assessment of that and compare it to having a hot tub, because maybe a hot tub is more my thing. I like the freedom from gravity, Brian. That's what I've been really enjoying the last couple of years is the freedom from gravity. The fatter you are, the lighter you are in water. So I figure I wave it as much as I would on the moon. And can you put a bunch of salt in the water and be even more buoyant? You could, but I wouldn't be able to touch the ground and I don't think I would be walking around floating like a bob, bobbing up and down like a buoy. That's a horrible sight, especially in my speedo. I just bought a bunch of chemicals even after I closed the pool, because I had to. I have to keep it treated until it freezes. And then in the spring, I have to treat it again and kill all the LG. You have to do that with a hot tub, but it's less. But then you heat it. And I can't heat it with heat, with solar panels, but I can't heat it with my thermal heating. Anyway, the pool is closed in winter is here. And that emergency alert that we had, a Saskatchewan resolved itself. The person was caught and died in custody, for what it's worth, but I won't dwell on that. The fact is, Brian, 500,000 homes in California and businesses have been warned that they might lose service. And within five minutes it was all but over. That's all tough. It's five minutes. Maybe people are more conscious of energy demands these days. We never used to think about it before, but maybe now it's not such a crazy thing to send in a text. Yeah, I mean, I think maybe they'd run into problems if they were sending out one of these alerts every couple of days. Eventually people would get tired of it. But if they can limit themselves to once or twice a year, then they can keep people's attention and they'll do it. Maybe we'll have smarter homes. Like my pool pump runs on a smart timer, a smart switch. Maybe if I connected that to the power utility and allowed it to turn off, things like that, I don't know what else it would be. My air conditioner thermostat goes up a degree. Yeah, something like that. Well, actually, Apple has announced a new feature coming, I think with the next update of their iOS, their mobile software is apple is actually going to have a thing where your phone will only charge when there's the maximum amount of green electricity on the grid. They're going to figure out that's cool. Why don't we have a story about that? What's wrong with you? You're the apple guy here. This is it right now. Sorry about it. Tell me everything. Presumably it will figure this out for each jurisdiction because the grid is different every place. But yeah, it'll figure out when there's the most green power on the grid, and it will only charge your phone during that time. See, phones take a lot of power now. They take 20, 40, 50 watts, some tablets take 100 watts. Yeah, that's getting a little bit more serious, especially since we don't have 100 watt light bulbs anymore. We have Led light bulbs. No. And when you think about pretty much every single human being in North America has a smartphone. That's a few hundred million smartphones just in North America. So, yeah, that's a lot of juice when you add them all together. But I've said this before on the show, that I wanted to know when is the greenest time to charge my car? Because we live on a power grid that has 45% coal, something like that. And I want to know, is there more hydro in the mix at three in the morning than, say, if I plugged it in and charged it at seven in the night or something, or even during the day, the business day, and I couldn't get a response from the utility source power. I want to know that. I don't know if they know that. I hope they know that. But yeah, that's a very interesting question. So we'll have to see if Apple figures out our jurisdiction. Yeah, I'd be curious. Maybe they'd listen to Apple and not you. Well, maybe Apple figures it out and then I'll learn from that. And you will know when to charge our cars, because all electric cars have preset timers on them that you can do. A lot of them you can do from an app. And I don't have an app for mine because I bought the base model, but I do set a timer on it every time. Millions of Californians, though, received these alerts that the grid was apparel. Millions of them. Right, interesting. I just wonder, though, if we can integrate our homes into the power grid better, because we're getting smart meters on our house. So that tells the utility what's going on faster in real time. And maybe they can say, well, Joe Schmo at 205th Avenue uses a lot of electricity between five and seven, and he's crashing the grid. Maybe he could find something to cut down on, and maybe they wouldn't send an alert to somebody who has a trickle of electricity because they're gone during that time. Well, that makes me want to skip ahead to one of the stories we were going to have this week again from Bloomberg. And this is about negative power prices. And I've heard about this in the UK and in other jurisdictions, but I didn't realize it was happening quite so much in the US. And so this definitely relates to what we're talking about now. I think basically what you're just asking about here is basically the grid just isn't smart enough yet. It will eventually get there, and it's also not interconnected enough. So in the US, there is seven different utility grids and they're not all connected. It's basically seven regions of seven grids in certain places at certain times. There's excess wind and excess solar. So much so that they have too much power at certain times of the day. This results in negative pricing and encouraging people to just use extra power. And if the grid was further developed, was smarter, there's more home batteries connected to the grid, there's more EVs connected to the grid, and all of those can go either into the grid or out of the grid. That's going to eliminate these problems. So once you start hitting negative prices, boom, that's when your car charges. That's when your home battery charges. And it's coming, it's just going to take a long time. I thought we'd talk a little bit about Tesla this week because there's a lot going on and it's kind of interesting. One thing that I'll start with is a bit of information I learned on Twitter, and that is, you know how supercharger pricing is creeping up, right? It's getting more and more expensive all the time that Tesla sets the price for the superchargers. Yeah, it was super cheap. When I got my car two and a half years ago, it was almost nothing, just a few bucks a charge. And now it's more like 15, $20 a charge, which is annoying, but it's still way better than gas. And it is what it is. Well, now they're saying that it's now the equivalent of a 30 to 40 miles per gallon gas car, which isn't even that great because the Prius is 50 miles per gallon. So it's saying it's like that. Yeah, that's supercharging. By the way, November, you don't always supercharge. You mostly charge at home if you can. Yeah. So that's the caveat there. Yeah. So, yeah, it sucks to pay that much when you're on the road, but still way cheaper than gas. Yeah. And electricity is usually a lot cheaper at home. Plus, if you're like us, you have the option of making it even cheaper by if you can invest in some solar panels and you have a good enough situation with your local utility. Yeah. Martin Avisa, the vice president of investor relations at Tesla, said Monday during the presentation at the Goldman Sachs tech conference in San Francisco, tesla currently has all the supply it needs. This is courtesy of Business Insider. This is an interesting statement. This is a shift from Tesla is always supply constraints with their batteries. Now they have all they need. What happened? Well, it's just all that groundwork that they laid is starting to pay off, which is they basically just saw this coming before everybody else. And it's an obvious thing to you and me, it's like, okay, well, the world needs to get off oil. So what do you do? You do the math and it's like, well, guess what? We need an insane number of batteries. And Tesla figured this out ten or possibly as much as 20 years ago. And so they've been working on this problem for ten or 20 years, and they're just far ahead of the game because that's always been their ethos. It's like, well, no one else is doing it, so we have to do it ourselves. Since they were the first ones up to bat, as it were. So they've just got a big head start, and the other players are figuring it out too. And as we always say, there are announcements every week of new battery factories and such. So as a Tesla investor, it's great news that they are not constrained by battery supply. They're buying them from everybody that will sell them CATL and panasonic. And as well as starting to ramp up their own batteries, we're hitting the S curve of EV adoption, and it is constrained by supply. Yeah. If I want to order the bolt, I have to wait months and stuff like that. It's not just a chip shortage, right? Yeah. And I think there is still a bit of a chip shortage. So they didn't say, like the last I heard was that the chip shortage was the limiting factor for Tesla. They had enough batteries, but they were still a bit iffy on the number of chips. But this more recent statement suggests, okay, well, maybe they've got enough chips now. Well, the statement says, for the first time I can remember, we can access all the supply we need for both businesses. This is something startling as well. The price of manufacturing is only 42% of what it was five short years ago. And it's not due to battery prices falling as expected. It's due to factory design and large castings, like making one large piece of the car instead of a whole bunch of little ones. Efficiencies. Like that. Yeah. All the stuff they set up ten or 20 years ago is starting to pay off. That also makes me think they're making a killing on the markup. So the cars that they make in California at Fremont are a lot more expensive than China. Obviously, Santa Monroe thought they'd be 20% less than China, but they say also in Germany, they're cheaper to make in Germany as well. Yeah, just because it's the new factory with the new design. Their original factory in Fremont was something that they bought from somebody else and kind of had to repurpose it, and that kind of gave them the knowledge to, okay, if we're going to build this stuff from scratch, what's the better design, the more efficient design? And that's what they've got in Texas and Berlin and wherever else they might be building in the future. Yeah. So we have Tesla factories in China, in California, in Austin, Texas, and in Berlin, Germany, and who knows where else down the line. But those are the main ones that are coming online and starting to hit their stride in production, right? Yeah. And really, I think that would be the case if any Automaker was kind of starting up. Now, the problem that the legacy Automakers have is they've been in business for 100 years and they've been doing things a particular way. The businesses have grown in a particular way, and they don't have the luxury of just blowing everything up and starting over again and building new factories. They've kind of got a jerry rigged as they go along. So that turned out to be Tesla's big advantage, was the ability to start from scratch like that. Of course, it meant they nearly went bankrupt several times, but once they passed, once they got over the hump, it's all gravy from this point. Well, I thought it was interesting to know that 10% of the batteries are going into storage, because we had an email about that last week. I think there's an insatiable demand for storage as well. Obviously, it's just a matter of price. When the price hits a certain point, it's going to go crazy because the grid is greening and we need that storage. For yes, and from what I understand, they would maybe do more than 10% of the batteries to storage, but the profits are just way better in the cars. So 10% is all they can manage right now, but eventually more batteries, more grid stores, etc. For so you're basically just selling the batteries with a little bit of equipment, whereas the car is the batteries with a lot of equipment. And so the mark up comes from the bigger spend. So, yeah, it's quite remarkable. And it makes me think that the other manufacturers might be further behind than I thought, which is good if you're a Tesla investor like yourself, because the demand for electric car, man, I tell you, I see so many Teslas, I keep thinking it's you. And it's never you. It's never you. No. I was driving with my partner the other day and I said, look, I have an announcement to make. I'm now going to stop pointing out every Tesla that I see because it's just become too annoying. I used to do that. Hey, there's a Tesla. Hey, there's a Tesla. No more. So, yeah, if you're new to the podcast, full disclosure, I am a Tesla investor. Yeah. Wow. That's actually a big announcement, Brian, because I haven't stopped doing that, and my daughter hasn't stopped doing that. And sometimes she'll text me Tesla. That's what she'll say in the text. It's the punch buggy of our time, really. Exactly. So the supercharger, version four is apparently being set up in Arizona with a mega pack. That's the grid size, truck, container size, storage of batteries, and solar, which is something that Elon has been promising for years, that all superchargers would have a solar installation either adjacent to them or right on top or around them. No, that makes sense. We always see those renderings of the car park of the future where there are solar panels. You park underneath to protect your car from rain, but you also get some free solar charging. So eventually I think most car charging spots will include some solar. It's probably never enough to actually fully supply the cars, but that's fine. So we don't know the speed, the maximum charge rate of these new chargers. In fact, has there even been an announcement on it? I mean, what do we know? No, we don't know too much other than these are going to be prepared for cars other than Tesla's. More so than the other ones. There was going to be maybe a second cable, but now it's sounding more like it would be an adapter. There will be an adapter included with each one. So we think every Tesla charger can be adapted to charge non Teslas, but these ones are going to be designed that way. I wonder how they'll do that with the adapters so people don't steal them because they're worth hundreds of dollars. Yeah, hooked on with a wire or something. I don't know. Maybe lots of video cameras, too. We don't know the charge speed, but what's the maximum charge fees of the version three? It's currently 250, but we believe that even on the version three chargers, they can probably up it to 300, 350, but they haven't done it yet. So most of the third party chargers that are out now, let's call them non Tesla chargers, do 350 like the Electrify America or they are capable of they don't do 350, but they're capable of it. That 1350 is not too difficult to get to that's based on the voltage, I think. So supercharger V four is out and I guess they'll start testing them and maybe announcing what exactly they do. Everybody sort of expects that they'll bump it up a little bit, maybe perhaps for the cyber truck. What do you think? Yeah, like up to just 350 kw or something. Yeah. My car is limited to 170. Have not found that to be a real problem on the highway trips. So I think 250 is fine, 350 is fine, whatever they can do. So they're cranking out tesla's cranking out 6500 power walls. This is the battery packs for home storage a week and 9000 battery packs a week in Nevada. The battery packs are 9000 in Nevada for vehicles per week and 6500 power walls. That's pretty good. People are going to start buying these suckers and battery prices have to go down at some point if we don't run out of lithium. Geology professor they're testing new side repeater cameras with a wider field of view. What do you think of that? What's the deal with that? Is it anything to do with self driving improvements? Or is it just a feature for coolness, for having a better surround view of. The car? I would think it's probably both. I mean, there's always going to be upgrades, there's always going to be new camera modules available, so why not move to the new ones? This is the Clean Energy Show with Brian Stafford and James Whittingham. Every now and again, Brian a Twitter thread. Blows my mind, blows my little head. And this is one of those Twitter threads. It was from David Fickling, a Bloomberg New Energy opinion writer for Bloomberg. He says that solar is on an unstoppable path to solve climate change. And this is something that he didn't know. He's not telling us that. He said he looked into it, he talked to all the analysis and found out that solar is going gangbusters. And not only that, but it's enough to solve climate change on paper and then some by 2050. This is where we have to get to by 2050. He says there's more than enough being built now, basically, to be easily on that path. He says the energy supply to solve the climate is already under construction right now, and it's enough even if the current factories only run at 70%. So it's not like everybody's going to 100% and steam is coming out of the buildings and people are running around. It's like casual 70% is nothing. Anybody who runs less than 70% is not profitable. So he says, I was absolutely astonished to discover this. The solar supply chain we need to reach net zero is already under construction. Current planned and under construction capacity for solar poly silicon industry would be sufficient to support a solar sector producing nearly one terawatt of PV panels every year. That's 1 TB every year. So new solar only generates about 20% of the time. Okay, this is for reference. Nuclear does about 90%, 50% for coal and gas and offshore wind, which surprised me. I thought offshore wind was a bit better than 50%, and it's 35% for hydro. And onshore wind, 35% for hydro. I always grew up with the belief that hydro was a constant. They always say hydro is like a base power, but we're finding out with climate change and droughts that it's not and also seasonal. So it's not. So if hydro is only producing 35% of the time, of course pumped hydro works as battery storage because you just pump it back upstream. You lose 20% of your energy doing that, but batteries lose something in the hand off, too. So, yeah, it makes sense. Pumped hydro is hydro that doesn't depend on nature. This is one terawatt. It's equivalent to 5.8% of annual global electricity consumption. That's right now, right now, every year we are going to make 5.8%, almost 6% of global energy production in solar alone, starting very soon. Not in the 20, fourties very soon. That's amazing. To give it in a bit more context, he said the IEA last year worked out what you need to do to get to net zero this is the International Energy Agency. We worked out last year what you need to get to net zero by 2050, which is our target for climate change, to keep it at 1.5 degrees of warming and start to bring global warming to a halt. Instead you would need an average of 63 year installed between 2000 and 32,050. And he says one of solar alone is getting output now very soon. Under the construction is there to have one terawatt every year. So current polysilicone capacity construction is about $20 billion more than the current production at factories and constantly underestimating growth. Five years ago, the IEA estimated what the solar capacity production would be right now and they are 40% low. And it's the big underestimate of everything we do talk about on this show. So regulatory roadblocks, though this is caveat, are likely to be bigger bottleneck than the supply chain because wind has a lot of regulatory roadblocks and bottlenecks, I guess things like that. Mining too, like we were talking about lithium. Part of it is the permitting process for processing lithium and most panel construction production rather is in China. So political issues could arise. But the gold rush on poly silicon will likely cause prices to crash even further. So this is very positive for the world and it's hard for us to say that the technology and prices are going to solve climate change because the people who are at the forefront of that are hopeful. But it's just hard to say that. But it seems like there is a lot of positive news and this is basically the thesis of our podcast that prices of the technology we talked about is going to change the world and perhaps save it. Yeah, clean energy will win because it's better and cheaper. High temperatures are making people angrier online. So this is another article from Bloomberg. Somebody did a study about when temperatures rise above 30 degrees Celsius or 86 Fahrenheit, hate speech increases on social media when the temperatures go above 30 Celsius. You're kidding. This is maybe not too surprising. I mean, people get hot and they get angry. Actually makes me think of you remember do the Right Thing, the great Spike Lee film from 25 years ago or so. That film takes place on the hottest day of the summer in Brooklyn, right? Yeah. Tempers start to flare because it's so damn hot. And so I don't know, it's maybe just common sense, but somebody did a study and this is a thing that you can measure. You go on social media and you can evaluate the posts and absolutely more hate speech and bad behavior when the temperatures rise. And with climate change, the temperatures are going to be rising more often. You know, whenever there's the first hot day of a season or a hot day after a cold snap, I find that people have road rage around here a lot. Yeah, the speeding and I think the police should model on forecast and other traffic enforcement. Brian, it's time for what do you think? What do you think? This is where I asked Brian what he thinks about topics that I am unsure of. BMW confirms it will adopt Tesla's four six, eight cell format pledging billions of dollars for six global factories. What do you think? Yeah, it sounds like a smart idea. I wasn't sure everybody was going to adopt up the Tesla 46 80 sell. I mean, it'll still be one of many, I guess, but it's a very new form factor. So interesting that other people are adopting it. Electrify America is rebranding it's 350 kilowatt and 150 kilowatt fast chargers and the one will be hyper fast and the other will be ultra fast. Do you know which one is which? I don't know. I think those names are useless because who knows what's faster, hyper or ultra. Tesla solar now has to come with powerwall. So if you buy solar from Tesla, you have to get a powerwall with it, which aren't cheap, by the way. There are thousands and thousands of dollars. I don't know why. What do you think about that? What's the point of that? Well, I mentioned it has to do with their limited ability to they've had some difficulty expanding their solar, so I don't know, they've crunched the numbers and they can only serve a limited number of people anyway, so they might as well do it the way they want to. Elon Musk still says that 6 billion Tesla FSD full self driving beta miles driven by consumers like yourself are necessary for global regulatory approval. Do you know where they're at now? What does that mean? Yeah, it just means there's a lot of miles before it's going to work or what? Yes, I'm surprised that there's any kind of a number attached to it. I mean, the main thing is the software has got to work, so who knows how many billions of miles they're going to need. And they can't process all the data from all those miles, so yeah, I'm not sure what that means. All right, let's briefly dip into the mail bag, Brian. And also the lighting round is coming up later in the show where we'll skip through the rest of the week's headlines. Dear Clean Energy Show, I am an autistic boy named Name withheld to talk about ammonia and hydrogen vehicles in your podcast. Here are some videos about it. And he gave us about 90 links to YouTube videos. And I'm not even exaggerating, there is dozens and dozens of links that he gave, which is great. And he says, credit me under the alias Clasol Blano for giving you the suggestion and the research, please. Fame isn't for me. Have a nice day, gentlemen. That's one of the problems when people write into the podcast, Brian, is fame, instant fame that you have to deal with. And fame is not something for everyone. We understand that it's very fleeting. Very fleeting, yeah. But I definitely want to know more about ammonia and hydrogen. Those are both interesting possible things that can be done green in the future. Absolutely. And we will use some of your research and look at it. And we are hoping to know more and talk more and have some interviews coming up as well, perhaps. So we like to hear from you. Contact us cleanenergyshow@gmail.com. We're on Twitter and TikTok. Hello. We're everywhere. Brian, don't forget our YouTube channel and our Speak Pipe Cleanenergy Show is our handle on Speedpipe.com Cleanenergy Show. And now, of course, it's time for the lightning round. It's time for the lightning round. A fast paced look at the week in clean energy news. And Brian, this week, this year, rather, germany moved to a goal of 100% renewables by 2035. They doubled the goal for onshore wind, tripled solar goals, quadrupled offshore wind guards, all in the space of a few weeks. Thank you, Russia. Thank you, Putin. Yeah, that's working out great. Under the climate change file, unprecedented floods killed 1400, injured 13,000, and damaged 1.17 million homes and destroyed another half million more and washed away livestock and crops in Pakistan, something we haven't mentioned on the show and is under reported in the news. Perhaps we did mention it briefly a couple of weeks ago. I know, but it's true. This is a massive story and all of our thoughts to people in Pakistan dealing with that horrible tragedy. And it's time for clean energy. Class Fact. Brian, a single Tesla megapack. That is the semi truck size utility megapack and hold enough energy to charge how many Tesla vehicles? 40. That's not bad. I mean, the battery packs and cars are pretty big, so, yeah, that's good to know. From Electric Autonomy, Canada. Toronto Fire Services, Canada's largest municipal fire department, is buying his first electric pumper truck. Unfortunately, it'll cost twice as much as a standard one, $2 million. What do you think of that? Wow. I mean, more upfront, but probably cheaper in the long run. That's usually how these things work. They told electric Autonomy, Canada. North American firefighters prefer something bigger and more traditional looking in the fire truck department. So we decided that we were going to build a truck that looked and felt like a North American fire truck, which sounds like it's overbuilt and it's just going to run an electric instead of diesel. Well, time for another clean energy show. Fast fact. In 2020, 70% to 80% of lithiumion battery costs were raw materials this year, but in 2010, it was only 20% to 30%. So, yes, the rest of the battery has come down the raw materials, not as much. But that just goes to show you that making a lot of batteries reduces the prices. Interesting. From Bloomberg, the United States is estimated to host about a third of global crypto asset operations. And get this, it currently consumes about zero 9% to 1.7% of total US electricity usage. Yeah, turn off your crypto in California when the power might go out. Guys, that's the first thing you should start in a clean energy future. Not a big deal, but right now, we don't need that. Panasonic scoped two potential sites in the United States, kansas and Oklahoma for a $4 billion investment in a new lithium ion battery assembly plant likely to support Tesla EV assembly in Texas. They initially selected Kansas, but after the big biden bill, the IRA, the Inflation Reduction Act passed. They said, what the heck, why not both they doubled it. They doubled just like that. There you go. Sign of the time. It's not the future, it's now. No more coal ruling. The EPA recently announced the living of millions of dollars in fines against companies for selling equipment designed to circumvent pollution controls illegal under the Clean Air Act. And I say, God bless you. About time. We don't want any more damn coal. Related that is our time for this week. We like to hear from you. Contact us. As I said, our email is Cleanenergy show@gmail.com. Get out your typewriter now and send us a message. We're on Twitter. TikTok clean Energy Pod. Don't forget to check out our YouTube channel because we are there in visual form and you can leave us a voicemail@speakbite.com cleanenergyshow. And we will mention your birthday on your birthday. And if you're new to the show, remember to subscribe to our podcast us, because every week you get more of this great content. And God save the king. See you next week.  

The U.K. Conservatives have elected a new PM, Lizz Truss, who doesn't like to look at solar panels. Battery fires get E-Bikes banned in New York City public housing. California pays poorer people not to own cars. General Motors offers to buy out Buick dealers who don't want to get with the electric future. A word for all the awefull people who fear a green future. California suffers its worst drought in twelve hundred years and you can't put gas in a gas car without electricity. Also this week: Pipeline patrol planes Russia cuts off the gas yet again American Top 40 used to get sent to radio stations on vinyl LPs says Brian Germany offers cheap train passes to offset high energy prices France is looking to cut energy use by 10% which means lowering the thermostat to 19 degrees/66 F. Ethanol plants can give off terrible pollution that is harmful. Tesla Canadian factory rumors. All about Metathesiophobia from a Chevy Bolt owner Feedback on our light pollution episode from May End-of-life batteries from electric vehicles are not likely to be the primary source of recyclable material until the mid-2030s, according to Benchmark Mineral Intelligence Trump goes on nonsensical rant about electric cars: 'We need to rid of them' Four years of Boston Consulting Group's US electric vehicle sales forecasts, compiled by RecurrentAuto show how bad EV adoption predictions are.  Electric school buses in Massachusetts provided energy back to the grid for more than 80 hours this summer, helping to reinforce the grid during some of the hottest summer days when electricity was most in demand. 10 of 13 ‘Flagship' CCS Projects Failed to Deliver, IEEFA Analysis Concludes. Thanks for listening to our show! Consider rating The Clean Energy Show on iTunes, Spotify or wherever you listen to our show. Follow us on TikTok! Check out our YouTube Channel! Follow us on Twitter! Your hosts: James Whittingham https://twitter.com/jewhittingham Brian Stockton: https://twitter.com/brianstockton Email us at cleanenergyshow@gmail.com Leave us an online voicemail at http://speakpipe.com/cleanenergyshow Tell your friends about us on social media! Transcript of this episode  (done by A.I.) News anchor: The United Kingdom Conservative Party announced Monday that Liz Trust was selected as its new leader. Lizz Truss: It's an honor to be elected as leader of the Conservative and Unionist Party. And I think one of the most depressing when you're driving through England is seeing fields that should be full of crops or livestock, full of solar panels. Various people: You got to be kidding me. You got to be kidding me. You're kidding me. You're kidding me. You're kidding me, right? Are you kidding me? Are you kidding me? Are you kidding me? Are you kidding me? Are you kidding me? Are you kidding me? Yeah. Nope. Hell, no. Brian: Hello, and welcome to episode 130 of the Clean Energy Show. I'm Brian Stockton, James: And that must be I'm James Whittingham, and this week, British conservatives have indeed elected their new PM, and she doesn't like the site of solar panels. Oh, Boris. Who would have thought I'd ever miss your puffy ass? And you know, that thing on your head? In a shocking announcement, General Motors offers to buy out any Buick dealers that don't want to sell electric vehicles. It's shocking because I had no idea Buick still existed. I learned a new word that describes everyone you hate on Twitter. And it's not donkey knobbler. Nobler California suffers an unprecedented heat wave and the worst drought in 1200 years. Worst of all, it's become unfashionable to say, but it's a dry heat. All that and more on this edition of the Clean Energy Show. Also on this edition of I hope you're not wearing white, because it's after Labor Day. Brian, the pipeline plane that flies over my house is flying lower than expected. Much lower. Californians are asked not to charge their electric cars. Russia has a clog in their oil pipes again. And a wildfire warning in Alberta reminds people you can't run a gas pump without electricity. First of all, how's your back this week? Yeah, definitely better. I am walking without a cane for the first time. You literally walk with a cane. I was really walking with a cane. You were literally a hobbled old man for a while. Absolutely. But yeah, I think I'm doing okay. Although I will have to probably switch my seating position halfway through the show. All right. As we record this, our whole province of Saskatchewan in Canada is in international news. And I thought it would be weird if we didn't talk about that. Yeah, we've been having all kinds of emergency alerts on our phones night and day of a terrible tragedy that has taken place on the First Nation and around and for a while, the mass killer has been believed to be hiding in the city that we live in. If you listen to the show and you hear us talking about it while you've heard it in the news, and here we are. We're both here. Brian safe and his farm shelter. Our thoughts go to all the victims. And, yeah, it's not too often we make international news, and sometimes it's for good reasons and sometimes not so good. Let's hope for a good outcome and better things in the future. Yeah. So speaking of our hometown, it came up on a podcast this week. So remember when I retired, I said my retirement project was going to be making my own shoelaces? Yeah. So I learned that from a TV show called Going Deep with David Reese, one of the greatest TV shows of all time. I absolutely loved it. It covered things like how to tie your shoes. Fantastic show, right? Anyway, David Reese and John Kimball have a podcast called Election Profit Makers, and it's a humorous podcast about political commentary, American politics. But they go off on a lot of tangents on the show, which is why I like it. And they started talking recently about the old American Top 40 show with Casey Cases. And so I decided to write them a letter. And they read my letter on the show this week, which was a lot of fun for me. And it mentions our hometown, and we have a clip. Clip of another podcast: Brian writes in: Dear Kidmitas and Long John Silver. As a teenager in the early 1980s, my first real job was as the overnight DJ on CK CK, the Top 40 radio station in Regina, Saskatchewan, Canada. In addition to overnights, I would often operate the American Top 40 show on Saturday afternoons, and it would come in on four vinyl LPs every week. Incredibles per side. I can't believe they used to do the radio shows on records. Yes. Now he says, I managed to keep a souvenir from my time at this station, and that's the complete vinyl set of the 1983 Top 100 Countdown from American Top 40. And he attached pictures along with a picture of the skyline for Regina, Saskatchewan. It's pretty sweet. I'm telling you. Canada, pretty much every city in Canada has a great skyline. James: That one guy sounds like me. And going off on tangent sounds like us. Brian: Yeah, there's a very similar dynamic on the show there, I would say. And perhaps I'm the straight man, you're the funny man. But, yeah, they like to talk about skylines. That's one of the tangents, the aesthetic qualities of city skylines. And so they appreciated the skyline of our city. And, yeah, in their opinion, most Canadian cities have a fantastic looking skyline. And I don't know, I would have to kind of agree. Yeah, sure. They're not bad. I remember somebody from going through town once, I told the story in the show before. I was going to a newspaper conference, a student newspaper conference in Winnipeg. And he went through Johnny, he said, hey, your town looks brand new, because he just drove by to look at the skyline. And it's all glassy towers. At least it was 30 years ago when I was in university. And apparently wherever they were from didn't have that. And the other nice thing about our skyline, it rises out of a completely flat prairie. It's very unusual to have a city built on a completely flat thing. But then the other part of the call so, yeah, it makes me sound super old to be relating this story, but I used to operate the American Top 40 show. It came in on records. They would make a record every week, four LPs. And that's how we would play the show on the radio. That is amazing. In the mail, I guess. I don't remember, but so I have the complete Top 100 countdown from 1983. It was usually meant to be played, like, on New Year's Eve. You start at 04:00 p.m.. The show wraps up at midnight top 100 hits of the year. So next year it'll be the 40th anniversary of this 19 8100. So I've always been ready to have like a New Year's Eve party or something where we play the 1983 Top 100 countdown. But I don't know. Then I'd have to stay up till midnight, which I don't think I would. Oh, that's tough for you. That's tough for you. You'd need an injection of some sort. Yeah. So huge. Thanks to David and John and the election profit makers show. That was a lot of fun. And you can go on ebay and discogs and you can find them for sale. You can buy them. Sometimes I think the one I've got is probably worth a couple of something. Was it like the Casey case I'm talking was on vinyl too? Oh, yeah, everything. So you didn't have to do anything. I would have to insert the commercial break so he would say, and coming up next, right after this and then you'd have to pause the turntable, play the commercials and then start the turntable back up again. Have you ever paused a turntable while it was playing someplace? And I went, don't remember doing that. No. But we used to play songs on carts. They were sort of like eight tracks. That's how all the songs were played on the station. So sometimes there's a few songs that have pauses in them. Like the music stops for a second. So sometimes for fun, we would pause the pause for a little extra. You dirty bastards. On late night radio, screwing is a lot of fun. You rebel. That's funny and weird. So that's our broadcasting heritage here at the Clean Energy Show. Well, that is so weird. Like, you've never mentioned that to me before. That's such a weird thing. I wonder if it was just practical because they could stamp them out at the time. Like nowadays they could stamp a CD, I suppose. Yeah. There were enough stations to play the show. There must have been a lot they would have had to make. Yeah, like 1000 or 2000, maybe, who knows? Well, I was driving into my North Regina subdivision, I guess, made in the late 70s so it's still at the edge of the city. And I saw a plane flying over the subdivision here. From a different perspective, it was the pipeline plane, from a different perspective, wasn't flying over here. I thought the damn thing was landing like it was so low. So I was kind of curious. And I used a flight Tracker 24 software online than in my app to track it sometimes to see where it's going. And it says Calibrated 2100ft, but I thought that was 2100ft because that's where the air ambulance, helicopters fly. It's not, though. It's not above terrain. It's above sea level. And we're 1900ft above sea level. So that sucker is 200ft above the ground. Yeah. And this is the plane. I've got a toy drone, Brian, that almost goes that high. And if I hacked it, it would like it's a very serious subject, but it's not out of the question that anybody could be flying a drone at a couple of hundred feet and run into this airplane, which, by the way, inspects the pipeline for leaks. Yeah. So I did some research on pipeline inspection planes. They call them pipeline patrol pilots. And apparently in the old days, not that long ago, they would fly 50 to 100ft off the ground. Now, I'm sure they wouldn't do that over a city because there would be cell towers and things like that. And by the way, a cell tower is probably that high in some cases, so that's interesting. But somebody died in Edmonton in 2013 doing it because they were taking pictures. Their job is to take photographs and fly the damn plane by themselves. Wow. Well, I remember I made a film one time where we rented a helicopter and we filmed some stuff from a helicopter. And my recollection back then was a thousand feet was as low as the helicopter was allowed to go over the city when we were flying over the city to take some shots. So the pipeline planes must have their own special kind of regulation. It gives us PTSD here, it sounds like World War II because they sound like they're flying right over your head. Incoming. Always yell incoming when it comes to my family, just as a joke. Nobody gets it, but I am using myself. And that's how it goes. That's all that matters. Yeah, this plane just does the pipeline through the small city we live in of 200,000 people or so. Just does that stretch. So it takes off and lands in about less than 15 minutes and it's done its whole work. Wow. The other day, though, I tracked it and it took off and did it twice, and then it took off down the pipeline, which also splits our bedroom community of Emerald Parkwite City diagonally. Just splits it in half. You're on the wrong side of the pipeline. I know, but, well, it's still fun. And there's lots of golfers out there. And I heard on the radio that they're going to stop poisoning the little bastards. They can be annoying, the Richardson ground squirrel, which we have here in abundance, and they will reproduce. They will come into my yard and eat my strawberries and assert themselves and get cocky. I've spent lots of time staring at them and they chirp. They make this high pitched chirp and it's just really irritating after hours. It's kind of bad, like having a really nasty crow around or something. By the way, the crows disappeared. I mentioned that. We started the summer, lost the crows, they're gone. I don't know who shot them or ate them or whatever. So they're gone? Yes, they're moving on. CBC had a new story that perhaps my ears up on California. I guess the government down there asked them to not charge your EVs. Try not to use too much electricity in those key hours. And the key hours are between 04:00 p.m. And 09:00 p.m.. Even electric cars, supposedly a long term solution to fossil fuel usage, are part of this problem. Owners of Tesla's and other Ecars are being asked not to charge their vehicles during that five hour period, prompting some to ask questions about an eventual complete conversion to electric cars. Severn. Vormstein is with the University of California. There's no way we could keep up right now if we suddenly went to 100% clean cars. What do you think of that? Yeah, well, it's annoying because of course we can't immediately switch to 100% electric cars. It's a gradual thing, but there's certainly a number of factors being stacked on top of one another that is turning this into a much more difficult year for energy grids than I think we ever expected. So with California, it's this massive heat wave. They're well over 100 degrees Fahrenheit in California and the worst drought in 1200 years. Did you see that? No. This is the worst drought in 1200 years in the western United States. Well, it's been a weird pattern. And I heard somebody say that it was El Ninja. The ocean current was sticking around for a second and possibly third winter. Wow. And that has done weird things. And one of the things is bunched up the systems in North America. So we got this big ridge going way up to Alaska, and that gets hot. And we get hot here in central western Canada. And yesterday was the hottest day on record for Regina for this day. Yeah, it was the second hottest day of the summer. The hottest day of the summer was also in September, where it got to 36 deg. It's crazy. I mean, that's never happened before, ever. I've lived here almost all my life, and I was at a weather geek when I was a kid. I paid attention to these things and yeah, it's weird. So I heat my pool with solar panels, like thermal solar panels, and it's the first time I've ever been in the pool in September without a gas heater in my pool. And it's weird because it doesn't work as well as it does in June. The sun goes down early, and it goes behind trees, my neighbors trees. So the pool itself gets shaded. And it's unpleasant to be in there when you're not in the sun. So it takes a longer time to heat up anyway. It's just weird. Yeah. And of course, the other thing that's happening with a massive drought and this is not just California, but places in Europe is happening, too, is the hydroelectric cannot run at full capacity because they just don't have the water behind the dams that they normally do. So the Hoover Dam, lake Mead. There was another mob body found the other day in Lake Mead. So Lake Mead is the reservoir for the Hoover Dam. Produces lots of hydroelectric power, but it's down to something like 30% of its maximum level now. And so they can't generate as much electricity as normal. And, yeah, they're finding bodies now. The water is so low, they're finding bodies in there that have been there for decades. And the rivers are low in Germany, so you can't transport coal. And the water is too hot to cool some of the nuclear plants in, I believe, France. And now, this isn't a hundred years from now, this isn't 50 years from now. All this weird stuff is happening now. Posing problems for non solar and wind. I would say yes. And the only thing I would mention here is I think we talked about it, but there's a Tesla virtual Power plant pilot project going on in California. So they've run it three times now, and they're probably running it again today. So today is expected to be perhaps the biggest peak of this energy crisis in California. They may have to go to blackouts today in California as we record this because they may not be able to produce enough energy. But anyway, it's not enough to save the grid. But these virtual power plants in California can output up to 50 MW, which is a promising start. Imagine eventually when every home has a backup battery that would be enough to kind of stabilize these problems with the grid. But I thought that was super encouraging. And when called upon, they can all shoot power to the grid at up to 50 MW, apparently. And 50 MW is five times the peak capacity of the solar plant that I visited in Saskatchewan. What are the first ones that came on? The only ones that they're allowing now is 10 MW. So 10 is five times what that is. And that just further illustrates how puny that solar farm from SAS power is. Yeah. So they're expecting rolling blackouts is expected to be 115 deg today in Sacramento. That's 46 Celsius. That would be a record. And people are going to turn on the air conditioners. They're telling people not to charge their electric cars, especially during peak hours. I don't think people do because in California there's like peak energy demand, right? Yeah. I was posting this on Twitter. If you have an EV, you can get a special plan on the grid. There the utility and they'll charge you less overnight. So if you have an EV plan, you pay, I don't know, it's a third or something like that of what the demand is during the day, in the early evening, and then you can charge all you want from eleven on or something. Yeah, and that's a good example of how we are going to adapt and we're not going to switch to 100% electric cars overnight. But that's one of the strategies going forward as we slowly transition to electric. And I should say I think it's like $0.25 overnight. So that's almost twice what we're paying. I guess ours are creeping up too, but twenty five cents per kilowatt hour per kilowatt hour. That's still kind of pricey. It's not like the $0.03 that some places are talking about charging EV owners to charge overnight. But that is one way your neighbors will say, well, the grid can't handle it because they write it out a meme on Facebook, that's BS. If we charged overnight, we have the capacity to meet what the peak demand is and it falls off overnight. And there's lots of buffer there between what overnight use is and what the peak is that you could charge in some grids right now. You could just charge all the electric. If everybody had an electric car, you could charge them all and it'd be fine because they're only charging for a couple of hours too, like at most usually. Yeah. And it's an example of how these grids just need to plan and manage. And just the extreme weather that we're having this year is kind of revealing, maybe, who has done the best planning and who has not. I mean, the governor could have easily said don't cook supper in your oven or don't do a load of laundry. But they went after electric cars and said don't charge them. And very few people are charging them anyway. What they need to do is say turn up your thermostat by a degree or two and just take it easy because the peak we don't want to rolling black. And do your thing if you can, if you want to, and then the industry can help with that as well. They can slow down their shifts at factories or whatever, but yeah, so we'll see what happens if there are in fact, I guess there are 5000 MW short of its power supply, peak demand, that's forecasted by the computers. And that will hit at 05:30 P.m. Pacific, which is a couple of hours after we're recording this. Yeah, we'll see how that goes. Russia has again stopped supplying gas to Germany through the pipeline that we've been talking about over the past few weeks on the show. So again, Russia has said, no more gas for you. Germany, they were trying to build up gas reserves in Germany. And Germany has said finally, that they are still planning to close those three nuclear power plants that are scheduled to close by the end of the year. They're going to go ahead with it, but the kind of compromise is they're going to keep two of them on standby, whatever that means. I guess if they completely mothballed everything, they couldn't start it up again. But they're going to not completely mothball everything and have two of the three on standby until April so that they possibly could be restarted if they need to. There's a remarkable thing that you talked about last week. If you missed last week's show, you might want to go listen to that because there's a lot of stipulations going on with those plants that they have to fix or not fix. And it's a challenge. Yeah. No, I often think about Mad Max. The Mad Max movies, which I love. And it's all based around gasoline because it's the wasteland in Australia and gasoline is the precious resource after society has collapsed. But if we were to have this Mad Max future now, it'd really be solar panels and batteries would be the precious resource. And it's a much, much simpler thing than having to make gasoline and store gasoline or process it or whatever you have to do. And the same thing with nuclear power plants. Like, a nuclear power plant is not going to be much use in a post apocalyptic world because it's too complicated to run. And yeah, so I did enjoy that segment on last week's show. It's not as simple as just deciding to keep a plant open or close it. Nuclear power plants have so many rules and regulations and laws, they would literally have to change the laws in Germany to keep those power plants open. And hats off to the employees of the nuclear power plants in the Ukraine, which are essentially prisoners of the Russians and who have decided, because speaking of not being used in an apocalypse, well, you have to have the expertise there, and they're basically forcing them to be there. It's just a horrible situation. And Brian, speaking of emergency alerts, we've gotten a whole bunch of alerts, but Alberta has some emergency alerts that I'm going to make fun of or at least make light of because Jasper National Park in Alberta straddling the Alberta BC border. It is arguably one of our national park's best areas. It's amazing. So beautiful and less touristy than bank because it's a bit more out of the way. It is experiencing, unfortunately, a wildfire due to the heat wave that we've been talking about. And it was started by lightning. But here's what the CBC news story said about it said before Jasper lost power Sunday evening, the Alberta Emergency Alert System advised residents to prepare for a possible power outage in the town of Jasper, including advising people to fill up their vehicles fuel tank as gas stations rely on electricity. And people come to us and say what do you do with the power comes out? They come up with those parking lots with their EVs and they say what do you do if the power goes out? As if they run out of extension cords. The fact is you charge them and you have hundreds of kilometers of range if the power goes out. And then you drive like you would. And if the gas station has no power, if you had no power, you could drive to where there is power and charge it up if you needed to. Yeah. And Jasper has always had kind of an isolated electricity system because it's in kind of a remote place and I think there's only kind of one power line going in and out. So they have frequent blackouts in Jasper. So perhaps the residents are used to this. But I remember being in Jasper a few years ago and the power was out. It was out for hours. But where did we go? We went to the one restaurant or there was a couple that had generators like this happens frequently enough that this restaurant had a big enough generator to keep themselves running. Well, it's wilderness. It's mountain wilderness. You have power lines that are hard to get to. You have to helicopter people in there. That's a perfect place for a battery backup system when they become available. Yeah, and I think they are working on that. They're running generators to do the well, I think the power is out right now. So if anybody in Jasper is listening to us. Hello. Yeah. So General Motors is going to offer buyouts to their Buick dealers. So this is very similar to a story we had last year where they were offering buyouts to Cadillac dealers. So these are sub brands within General Motors. When they offered it to Cadillac dealers, about 320 out of the 880 retailers accepted the offer. And apparently the buyouts for the Cadillac dealers was in the range of $300,000 to a million dollars a payout to get them to stop selling Buicks or stop selling Cadillacs. And this is because General Motors realizes they have too many dealerships. They cannot go forward with this many dealerships in an electric vehicle future. So this is a sign of the times and good on General Motors for planning for the future like that and we'll see how it goes. So there's about 2000 Buick dealers and they're all going to be offered this deal and some of them will have to go away. And of course switching to an EV dealership is going to be perhaps an expensive proposition. There'd be money involved and so I think this is a buyout, really, for the kind of the smaller dealerships that don't think that they can make enough money off of EVs. As we've discussed many times, they don't need oil changes, they need much less maintenance. It's for those dealerships that just think they don't want to make the effort or spend the money to go to EVs because they don't think it's going to be worth it. My elderly neighbors will be disappointed because they bought a Buick recently. Oh, really? That's what I said to myself. Oh. I didn't know Buicks existed anymore. Yes. I don't know why they don't just shut out the brand. Because the average age of the buyers got to be in their seventy s. Seventy s? How about one hundred eighty s? One hundred. I'm thinking old people who are living in the don't want to buy a Cadillac or a Buick. But you know, the Cadillac lyric is pretty. It checks all the checkboxes. It takes off a lot of things, fast charging range. But maybe I'll end up with just one of those one of these days. Some more news from Germany. So over the summer, they introduced this really interesting deal for cheap rail in Germany. And they did this because of the high fuel prices in Germany. This is really part of the whole strategy energy crisis in Europe. Fuel is just too expensive. And of course, also the more people drive, the more it contributes to greenhouse gasses. So over the three months of the summer, germany offered for $9, which is about €9 a month, a train ticket to go anywhere in Germany. And this has worked really well. It has saved about one 8 million tons of CO2 from the atmosphere. And yes, people took advantage of this. It makes a lot of sense. And of course, it's not necessarily as possible where we live in the isolated prairies, but when you have a proper rail system, like they do in pretty much all the countries in Europe, why not offer incentives and get people to use it? And it benefits everyone. I wonder if that will spread through Europe just because there's a big crunch coming on energy and maybe that idea will spread and that will also maybe change some people's habits. Yeah, I hope so. And of course, it's also just a bit of a help because gasoline is just so expensive. So it's a way to help out your population and give them a break on the high fuel prices. This is a clean energy show with Brian Stockton and James Whittingham. Brian. The UK finally has a new Prime Minister to replace Mr. Boris Johnson. Right. So, Liz Truss, I haven't seen a picture. What's her hair like? It's more organized, I would say. Definitely more organized. Okay, that's a good sign. It doesn't seem to have a life of its own. It seems fine as every other person in England has normal hair. But not Boris. Yeah, so she's weird. She doesn't like the sight of solar panels. And I think one of the most depressing sights when you're driving through England is seeing fields that should be full of crops or livestock, full of solar panels. The hell is wrong with her? She started as a Social Democrat and she was an anti nuclear activist when she was young, but at some point at university, a switch went off and she became hard. Right. And she's vowed to be a very Conservative Conservative because that's what she campaigned on. I always think it's fantastic when I see a field of solar panels, but also Agravoltaics, which you talk about frequently. You can have both. You can have crops and solar panels. You can have sheep grazing, you can have goats grazing. It's a win win. It's sad that she's insane. It's sad that she's dumb about this, as many people in her party are, but, you know, there's only 14% of Brits are against the net zero plan for us. Johnson 14% of people are against sunny days. That's unheard of. Like, there's a very strong support for clean energy in that zero. Yeah. So that's a weird stand for her to she's making it a sort of culture war, using the climate as a culture war thing. She doubled down on her comments during the leadership campaign that farmers feel shouldn't be full of solar panels, and several Conservative MPs have raised it. And solar farms in the UK currently account for 0.8% of total land use. That's very little land use right now under the government's net zero plan. Solar farms. This is getting rid of climate change, right? Addressing climate change, Paris Accord targets and all that over the next 30 years would be .6% of all land use. About half of 1% of land use would be solar in the UK. And that's not accounting for efficiency improvements as we move forward. We'll need less panels, and maybe there'll be different ways to deploy them. Yeah, it's a strange thing to plant a flag on. Anyway, Brian, I just want to add one thing. Solar energy. UK says that this amount of land use will be less than the amount of land currently used for golf courses. That is the .6% of UK land. And saving the freaking planet is less than golf courses. No. And golf courses are kind of notoriously bad for the environment because they take up so much space for the enjoyment of so few people and they take so many resources to water and maintain those lawns that apologize to golfers. Let's take all the golf courses in the world and just put solar panels on them. That would be great. All right, so, staying in Europe again, European energy crisis. France is looking to cut their energy use by about 10% this year. So, again, energy crunch. France is having problems with their nuclear plants. They aren't able to share as much energy back and forth with other countries like Germany who's having their problems. So coming into the winter, they have said that they want to cut energy use by about 10%. So in the winter, this is going to mean setting your thermostat in your house at about 19 Celsius or 66 Fahrenheit, which is a genuine sacrifice. I would not want to do that. We've been very spoiled of just being able to kind of set the temperature. So 19 would be freezing for me. Yeah. Where am I? I'm around 21, I think. Winter has been so far behind us and yet so close to tennis. But that's up. It's up. When I first moved to this house, I was a 20 degree man. Brian. Yes. Now that I'm old, I'm not making energy anymore in my body. I'm just getting old. I'm supposed to eat less. That's why the seniors menu 55 plus is cheaper at Denny's, because I'm supposed to eat less. Yeah, I don't feel like you feel like you do the same thing I did when I was 20. There's going to be a lot of sweaters sold in France. That's all I got to say about that. Yeah, get into the sweater business and Brian from the Nebraska examiner and I know you have subscription, Brian. Do you have a subscription to that one? No, but next time I'm on the PressReader app, I will look for the Nebraska shout out to the Nebraska examiner staff. A southwest Iowa ethanol plant has been ordered to pay $10,000 fine for its repeated air emissions of excessive cancer causing compounds in the last five years. I live near an oil refinery, heavy oil operator refinery. And I complained about the smell and I told you that there's an author and a team of journalists looking at that over four years and they're looking to go to ethanol and stuff like that and biofuel fuel for planes and stuff like that. They're trying to diversify and there's even canola crushing plants going up around it. But this proves to me the reason why I mentioned it is that even these plants can have horrible emissions like formaldehyde. This plant was spewing out formaldehyde and other byproducts of its fermentation process that are known to have adverse health risk like cancer. So actual harm to the environment and public health may have occurred since this order from the Iowa Department of Natural Resources and due to the amount of pollutants that were and are being admitted. So, yeah, it's just something to keep in mind when you think that, oh, good, your refinery is going bio. It can be bad for you as well if you live near one. Yeah, no, I've never been a fan of the bio fuels. It's a stop gap that we probably don't need. Okay. So rumors are heating up about a possible Tesla factory here in Canada. Public companies have to disclose their lobbying efforts. So Electric and others have reported on this. Apparently Tesla is looking at Quebec and Ontario for some type of factory. I mean, it could be a car factory, could be a battery factory, could be both, who knows? What's your bet? Where's your bet going right now? I'm thinking it will be a car factory, and I'm thinking Quebec. There is a long history of not only automobile production in Ontario and Quebec, but also mining a lot of the minerals. And of course, Tesla is trying to local source as many of the minerals and metals and stuff needed for electric cars for the batteries. So, yeah, best case scenario, a battery and car plant. And I'm leaning towards Quebec, but that's really just a guess. I'm leaning towards not being a normal car plant. Like not XYZ three, not a full blown thing. No, it could be batteries or it could be something weird like cyber trucks and semis. That's my guess. Yes. Because they both take up a lot of batteries. So maybe they'll just make the batteries for those two things and I don't know, they'll be able to transport them to the east coast because that's kind of one of the challenges of the Texas plant, is having to transport all that stuff to the other half of the country and the eastern half. Yeah, and like I say, there's a huge history of doing this. Like all the major car brands have factories or have had factories in Ontario and Quebec, in Canada. So clearly there's a decent reason to do it. If others have done it, then probably it'd be a work for Tesla. And on the Great Lakes, that's a port. That's access to a port. So if you wanted to ship to Europe, that's another option. Yeah, it's not just the eastern part of North America is a shorter shipping route to Europe where a lot of these things are going to be bought over the next little while. So, once again, I know I mentioned this a lot, but I was on the Chevy Bolt user group that is largely the United States. There's so many people there compared to Canada. That is a post every couple of minutes and it eats up my Facebook feed, but I always find it interesting. Brian there's a guy named Randy Moffatt, which is interesting because I went to high school with the person with that name and the fear of change. This is something that he pointed out in a Facebook post talking about all the hate that EV owners were getting. And so he came into this and he said, the fear of change has a word, it's called oh God. Meta the SEO phobia. No. You do. Finland pronunciations. Why can't you do this? No, I think you did it slowly, but you did it above. So it is the fear of change. And I hadn't heard of this one before. Have you heard of that? One. I've heard lots of phobias. Yeah, this is basically what's going on in the world. If you were looking at Facebook hate and people uncomfortable with DVS. So why do they give a crap? I mean, you could say, well, they're forced to in 2035 or in California and other places, but that's not really a pressing issue right now. It's not here before us. Why do people hate on EV so much? And it is a fear that people are going through, a fear of change. And the fear of change is evolutionary in humans. Our internal predispositions teach us to resist change, mainly to always feel in control. So these people are feeling out of control on these people who like to feel in control the most in our comfort zone. Yeah. And of course, it isn't just a hatred of EVs. It's just a reaction to people are scared about getting off fossil fuels, which seems like a weird thing to us because it's a whole new dawn of a fantastic new day. It's nothing but good news getting off fossil fuels. But yeah, people are just scared about change. And you see it a lot in Alberta, our neighboring oil province, where people are just absolutely dead set on sticking with what they know, which is oil and gas. Here's a quip from YouTube. We are all afraid of the uncertainty that comes with change. We would rather things be not so great then go through the risk and process of change. This specific phobia can reduce one's will to live. So this is pretty extreme. Wow. The phobes who have this often feel like they have no control over their lives on the cost and changes. She tends to live in the past and may also be depressed. So there you go. Therefore, you make them unwilling to move. So Randy says on this Facebook post, I became interested in computers in the early 1970s and learned a program so that's very early, like, very few people were doing it back then. I was always on the cutting edge of technology. The amount of hate was palatable with people accusing me of being a Satanist. Randy S from the States, where there's lots of, you know, Baptists and religion and stuff, people said they would never own one. This is a computer. Okay, yeah. So we are going through this again. He says. However, now the government is issuing mandates for this transition to EV is making the fear even worse. When I got my first EV almost nine years ago, I had neighbors calling me crazy. My next door neighbor said he would never own one. Last weekend he told me he just ordered his third. So be patient, be nonconfrontational, just set a quiet example and someday, just like computers, they will figure it out. And I thought that was a great post. I wanted to share with their listeners. This happens all the time. Like, I follow photography and cameras and stuff. And there's a move now from optical viewfinders to electronic viewfinders and cameras, and it's progressed enough that people have accepted it. But two or three years ago, you had people just hatred for electronic viewfinders on cameras. Like, people just hated the idea of it, and one by one, they're all moving to it. It happened too quickly for them to comprehend. I don't know. As soon as I found out about it, I thought it was fantastic, and I couldn't wait to switch. So, yeah, this is definitely a mindset. Conservatives versus progressive. I had one on a point and shoot camera 15 long time ago, a lot of years ago in the digital camera age. Didn't care for it, of course. They weren't focused. You couldn't do anything. I'm sure they're getting a lot better, and I've not actually used one myself. It was very clear to me early on it was the way of the future. But, yeah, people just take much longer, generally speaking, to catch on. All right, let's stick it to the mail bag. The user feedback this week comes from Doug in Colorado, who wrote about our May 2 show. Doug, you're behind. You put a lot of catching up to do. Take some time off work if you have to. Binge listen our show. So he says to us, thank you for highlighting the problem of light trespass from harsh, glaring Led street light fixtures. And he says an excellent resource is the International Dark Sky Association. They have everything people need to know about light pollution, including model lighting ordinance. And also, thanks for coming to Ups. Replacement gasoline, mail delivery, van, contract debacle. Hoping canada learns from the United States. US is making big mistakes and hopefully pushes Canada to do much better. Yeah, so I vaguely remember talking about Led lighting back in May. That was a long time ago. Led lighting, I think what we said at the time, it's a fantastic opportunity to upgrade things and make it better and reduce light pollution. But since Led lights are still kind of new technology, a lot of the designs aren't great. Cities don't quite know how to implement them yet. And yeah, a lot of the times they're just too harsh. But, yeah, my pet peeve is the brightness. We have the ability now to put them on timers and control the brightness. So street lights could come on at full power, kind of in the dusk times, and then you could eventually back those off at three in the morning, just turn all the street lights down. And if you've ever been out in the middle of the night, you don't need a whole lot of light to see once your eyes are adjusted. I'm surrounded by a ridiculous amount of light pollution. I'm thankful that they changed the street lights in our neighborhood here to Led that have a slight warmth to them, and they're less bright than the previous, I would say overall they disperse them better, and they even that out, and that's fine. However, my neighbor across the street, across the boulevard, he's the person with the police stickers all over his house, he's scared of getting killed. And he's got this bright white LEDs just glaring on his property like a landing strip for an airport. And then across the Pipeline Field, which is, I don't know, 50 meters across, 50 yards across, there's another guy who has a giant white light in his backyard, and it shines, and I can see the gophers and anything going around in the night. And then there's a school there as well, which is further away from me, but they have this anti never do well lighting to keep people from doing things there, because people do do things. But it's blindingly bright, and it shines in my drapes, and it's a long ways away, and it's light pollution. And all these lights that I speak of are not on the spectrum of warmth. So they're the bluer side, and they bounce, and those are the wavelengths that bounce up into the sky the most. And I think I talked about this on the show, but I've got a street light just right outside of my house. And a couple of years ago, the ball went out, and it was the greatest, because I don't want that giant street lamp shining in my windows at night. It was so great. I was very disappointed when they should have rented a bucket truck and went up there and put some tape over it just a little put in a low wattage bulb. And also yesterday I was coming home from Home Depot and I saw two pickup or two trucks with Amazon delivery vehicles on them, like there was four Amazon Delivery Prime trucks, the kinds that look like the EVs that they're coming out in the States. So, of course, I went and checked them out and saw the giant tailpipes on them. Was very disappointed. But they looked those four transit vans converted, and they should look they should be EVs, and they're not. We don't have those around here. We have a third party delivery service, don't we, in Virginia? No, it hasn't been great for electric sort of trans advance around here. Yeah, but there was one place remember last week we talked about a place in Saskatoon? They got one for delivering at a bakery, and it's just and they're saving money, handover it's free. They said there's paying for the payments to save money. They save for the payments for the new vehicle. So how great is that? And of course, we'd love to hear from you. So right now, get out your pen. Get out your typewriter. Cleanenergyshow@gmail.com. Write us with an angry letter. Tell us when we're wrong. Tell us when you agree or disagree with us. We're on Twitter. We're on TikTok Clean Energy Pond as our handle. And don't forget to check out our YouTube channel for all kinds of things going on. We got two YouTube channels. I dare you to find the second one that has the audio on the podcast. Probably can't do it. Leave us a voicemail@speakpipe.com cleanenergyshow. You know, it's been ages since anybody left us a voicemail at SpeakPipe, so be fantastic if somebody did that. Yes, we'll mention your name and your birthday. So mention your birthday. We'll mention your birthday. Here we go. Brian. The Clean Energy Show Lightning Round, where we breeze through the headlines and end the show on a fast pace. End of life batteries from electric vehicles are not likely to be the primary source of recyclable material until the mid 2030, according to Benchmark Mineral Intelligence. Yeah, I think we talked about that last week of the week before that. It's going to be a very slow ramp up because electric vehicle batteries are just lasting way longer than people thought. Our friend Donald Trump has gone on a nonsense, cynical rant about electric cars the other day at a rally. He says we need to get rid of them. The story was on electric and we have a clip, but I'm not going to play the man, okay? I said to myself, how can we cover this and not hear his stupid freaking voice? You already said his name. Which gives me I'm sorry. I like how Steven Colbert does it. They have Twitter. People come up with nicknames, which always makes for him every. But this is very similar to the British PM with the rant about solar panels is kind of the same thing. This is trying to make it into a culture war type of issue. Well, speaking of Britain, I had a computer read his text in a posh British accent. So here it is. A friend of mine wanted to do something for the environment. He went out and bought an electric car and he made a certain trip, I won't say from where, kentucky. And he is a good person. He wants to do what's well, and now he understands, hey, not so good. He bought an electric car and he made the trip often from Kentucky to Washington. And he made it. He would drive down, put the car away and drive back. He was getting like 38 miles per gallon. It took me more time to charge in the damn car than I could spend in a drive in. It took me two and half times. My name is Donald J. Trump, and I'm an idiot. A complete and total idiot. Please enjoy listening to the Clean Energy Show. Hopefully Brian isn't drunk this week. Okay, well, that was a bit added on at the end there, but you get the idea. It makes no sense at all. Yeah, and we all know electric cars work great for road trips. They do. And the author of that electric piece, Freslinber, pointed out that he went from New Orleans up to Quebec, didn't have to stop for more than 30 minutes and he had to dine anyway. I had to eat something and go to the bathroom and stretch his leg. Yeah, it wasn't an inconvenience at all for him and his Tesla. Yeah. With the caveat that the Tesla charging network is definitely the best and the third party charger is maybe not as good and you might still have some issues there. Have you heard of Boston Consulting Group before? Often it is quoted in the news on different things. It is a major consulting group. So four years. This is four years of Boston Consulting groups. US. Electric vehicle sales forecasts. This is something that Wall Street relies on, consulting groups like this. And this is an evolution of how their forecasts have changed. We talked about this type of thing on the show, that people are always revising their forecast and we could have told them differently. So in 2018, they said 21% of sales will be EVs in 2030. This is the United States. Two years later, they said, Oops, 26. Year after that, 42. That's a big jump. And then this year, they're now saying 53%, which is a lot more common. And even that is like, we doubt that. We think it's going to be more than that. Things are going to tip. This is an S Curve adoption, and we're at the steep part of the S Curve. This is going to go up way faster than people think. Just think back to when smartphones were first introduced and everyone's like, that's kind of a weird thing. And then you blink and a couple of years later, everybody had a smartphone. And that's how fast it goes. You're looking at the chart now on our script. Look at where it levels off. It levels off between 55 and 75%. Yeah, they're still kind of doing it wrong. They're still underestimate. Curves of adoption don't level off until around 90%. Like color TVs, cell phones, stuff like that, when the last 10% is the hard to get. Yeah. And I will say, like, manufacturing cars, electric cars, is a lot more difficult, probably, than manufacturing something like a smartphone. So it maybe won't go as quickly as the smartphone, but it is going to go fast. From carbon tracker. Just over 30 solar installations are being carried out every week in Britain, and that is up from 1000 a week just two years ago. So it's tripled the home. That's a lot. The home solar installations have tripled in two years. That's crazy time for CS. Fast fact hawaii produces more renewable energy than all of Canada. Were you sitting down for that? Oh, yes. Your posture is excellent this week, by the way. I'm happy to see your back is better. Yeah, I haven't had to change position, but yeah, we reported a couple of weeks ago they got their last shipment of coal for their last coal fired electricity plant. And that plant did close down just the other day. So that's great. So, yeah, the regulatory consequences are clear. If utilities fail to meet their renewable targets, they are forced to pay penalties, which must be covered by company, the shareholders, and rather than the taxpayers. And that's the way it should be. That should be the lesson for everybody. The shareholders should have to cover it, not the ratepayers. Electric school busses in Massachusetts provided energy back to the grid for more than 8 hours this summer. That is a lot of hours of emergency heat wave protection from buses that weren't doing anything because they are electric. They were sitting around all summer. And this is a great use case in the United States where they have less severe winters, but summer heat waves need that grid backup. And those electric buses which are just starting to trickle in, really, for schools, are there and useful. So that's awesome. Fantastic. Ten of 13 flagship CCS that is carbon capture and Sequestration Rhine SEQUEST projects failed to deliver, according to IEFA analysis, and that's 50% of goals haven't even been reached. And that's what our boundary dam they mentioned. The boundary dam is the first thing they mentioned right here in this catch one. Yeah, we had one of the first carbon capture on a coal plant, and they have captured some carbon, but nowhere near what they thought they were. Mars Technica ebike battery fires are pushing New York City towards a ban in public housing. That is, public housing is banning ebikes. This is quite disturbing, but so is the reason why so poorly made cells, tough work and lack of space, I guess, in these places, are causing deadly rise of fires. A deadly rise of fires in the New York City. That was a lot. I mean, laptops can do that, too. Ebike battery is made up of dozens of individual AA sized batteries wired together and managed by a battery management system. And you were talking last week how you were told that you have to unplug. You can't just keep charging us. Maybe that's the reason. Yes. My ebike doesn't have a battery management system, so you're not supposed to leave it plugged in. But yeah, I could see where this could turn out to be a huge problem. By the way, my partner shops at Shoppers Druckmart, and they had an ebike in there for $250 for the weekend, but it was just this tiny little thing that didn't have pedals, it just had spikes to put your feet on. Yes. Anyway, that's interesting. Sometimes those things are mismanaged. The charging is mismanaged, the faulty, they are damaged, they're waterlogged. But a five year old was killed in a fire, and it's very tragic. And just be careful. If you have an ebike battery, don't read the manual and be aware that you're not supposed to leave it. In many cases, you're not supposed to leave them charging indefinitely, but they're not inherently dangerous either. But anything that is a battery that charges I mean my charge and lead to acid battery in my house for my RV. So you got to be careful. Washington Post amid a bonanza of measures passed to cut the state's carbon emissions in California as fast as possible, the legislature in California approved $1,000 refundable tax credit to poor Californians who don't own vehicles. So it's paying people not to own vehicles if you are poorish. I might even qualify. It will head to the desk of Newton soon and he's going to sign it. He's expected to sign it. The bill offers the tax credit to single filers earning up to $40,000 in joint filers up to $60,000 who live without personal cars. And you can get it whether you make a lot of tax money or not. And you can just get that $1,000 regardless. Yeah, that sounds great. And maybe that's something we'll start to see other places. I've heard the concept before, but this is the first time I've seen it getting passed. Another CS fast Fact from Nat bullard from Bloomberg New Energy Finance. There are 148,026 convenience stores in the United States. OK, 148,000.   What he's saying is look out. Change is coming. And Brian, that is our time for this week. It's been fun as always. Glad you're feeling better. We'd like to hear from you. Remember, contact us at cleanenergyshow@gmail.com and all the rest of the places. And if you're new to the show, remember to subscribe to get our podcast cast every week, and we'll see you next time. See you next week.

The U.S. looks to pass the largest climate spending in history, providing incentives for electric vehicles, manufacturing, solar, wind and many surprising home upgrades. Massive oil fire at a storage facility in Cuba. James outlines clean energy-related stories from his vacation.  Chinese cars are invading Japan. Are Chinese cars the new Japanese cars? Brian describes his new e-bikes. Thanks for listening to our show! Consider rating The Clean Energy Show on iTunes, Spotify or wherever you listen to our show. Follow us on TikTok! Check out our YouTube Channel! Follow us on Twitter! Your hosts: James Whittingham https://twitter.com/jewhittingham Brian Stockton: https://twitter.com/brianstockton Email us at cleanenergyshow@gmail.com Leave us an online voicemail at http://speakpipe.com/cleanenergyshow Tell your friends about us on social media! ***TRANSCRIPT OF THIS EPISODE*** Okay. Yeah, sorry I was gone for a bit there, but I'm ready to go for episode 126. It's 127. No, I checked. It's the last episode. Yeah. No, it's 126 now. Brian, I did a show yesterday. I did an interview show yesterday with B NEF. That's not possible. You can't do a show without me. Well, it went really well. It's in my contract. You can't do a show without me. Well, you were there in spirit. What? You son of a hello, and welcome to episode 127 of the Clean Energy Show. I'm Brian Stockton. I'm James Whittingham. This week. I apologize to Joe Mansion. He's clearly a saint. After approving the largest climate action in US history, the Inflation Reduction Act, a massive fire has been spreading at an oil storage facility in Cuba. Our only hope now is that the fire spreads to a Cuban cigar factory so we can all enjoy the sweet, smooth, smoky aroma. And I outline everything clean energy related for my vacation. And as Brian predicted in the last episode, I did, in fact, almost die. Chinese EV maker BYD is entering the Japanese market with three models. Japanese car makers have stated publicly that they're not worried. Privately, they stated, oh, yeah, we're totally doomed. All that and more on this post vacation edition of The Clean Energy Show. Brian, when I got back from your cottage, I wanted to record a podcast. I was not ready to put my feet up anymore. I can't stand it. I don't know what I'm going to do if you die, if you get run over by a bus. I'm just not going to be able to expound my clean energy thoughts. I'm desperate. I'm booked on this now. Yeah, well, maybe you could improvise with you could pretend that I'm doing two voices. Like do a dumb voice for you, like a public voice, something like that. It seems to work well. Yeah. So we got a fat overblooded show for you this week to get everything out of our system. So listen to it at two times speed if you have to. Yes. And of course, we had prerecorded our last full episode because you were taking a week off and with the hope that nothing major happened. And it did kind of wait until you were back, but lots of major things happened, and so much so that you recorded an episode without me. And then here we are to do another one. Yes. So the episode without you is episode 126. It is the interview with two analysts from Bloomberg New Energy Finance. Terrific conversation with those people. I hope you listen to it. It's not just about the United States, as we learned throughout the podcast, it is for the world that this is very important, and not just for the reduction of emissions, but because it influences the rest of the world. The United States taking action is a linchpin for everyone else to do action on climate change. Yeah, no, I did hear the show. It was awesome. And yes, I think it's true. Lots of symbolic value as well as dollar value. You have a little bit different sound this week. Yeah. Look at this. I got James a new microphone. Can you believe it? I'm stunned, Brian. I'm stunned. We now have matching microphones. Did you ever see that documentary Metallica some Kind of Monster? I watched some of it a little bit. Yeah. This is the microphone. They use the microphone in the film, so you know it's got to be good. Yeah, I saw it on I don't know, my daughter is watching a Taylor Swift document. You see it all over the place. It's a very common microphone. What is it? The A. Sher SM seven B. And it's a bit of a cliche as a podcast microphone, but that's probably because it's the best. You know I've been watching. Only murders in the building. You haven't been watching that? No, I have. I love it. Really love it. Yeah, I love it, too. It's different podcasts people talk about because the storyline is that they're podcasting a true crime podcast as it happens in their building. Yeah, but only in their building. Yeah, steve Martin, Martin Shorts, and there's a murder in their building. And they make a podcast about it while they're doing it. So, yeah, I'm always kind of looking for the podcast elements, which are semi realistic. Like they're always kind of pulling out a phone and recording something. They're sort of doing it just enough to make it believable. I think it was kind of funny, though. If you watch the premiere, the initial episode of the series, they start with really bad mics and they constantly go up. And Martin Shorts character is the one doing the buying because he's the enthusiastic one, but he doesn't have any money because he's an out of work Broadway director and he owes money on his building piece. So he says he's going to take them back after 30 days, but he keeps getting better equipment and they've got boom mics at the end and different things, and they record it in the closet. Yeah, my 14 year old daughter is watching it with us and she's just loving it now, too. And terrific shows. If we're lucky, they'll be some kind of murder nearby. And we can include that on the show. Yes. Spin off. Only murders on the podcast. And did you get your bike yet, your second wife? Yes. So I did want to update you on that. We got the second one. So my partner and I have matching bikes. This is the ride. One up roadster, v two gravel edition electric bike. And we ordered them online from the company. Ride One Up. So, yeah, we got the second one. We've been going out on bike rides. Absolutely love it. This bike really so great. I have nothing but good things to say about it. It's just super fun to ride. It's the right kind of size and shape for a bike for me. Like, this is the kind of bike that I like. It's very light. In terms of an electric bike, I think it's £33. Wow. That's about as light as they come, I think. So for electric bikes, the batteries integrated into the frame, so it's not the biggest battery, but we don't go on particularly long trips, so, like 20 miles, 30 km is kind of the max. But we've come nowhere near to hitting that. I got it up to 22 miles an hour, the speedometers in miles, and so that's about 35 km an hour, which is about as fast as you can do because it is only one gear. It's got a belt drive with only one gear and the gearing is not really tall enough to go any faster than that. But who needs to go faster than 22 miles an hour? That's plenty fast. Tons of fun. And my only other sort of maybe quibble about it is that there's not much of a battery management system, so they recommend in the literature not to leave it plugged in. It's the kind of thing where yeah, mine did the same. Yes, when you plug it in to charge it, they recommend, like, set a timer on your phone to unplug it after an hour, or whatever you need, because it's not good for the battery if you just leave it plugged in. So I've been doing that and also trying to keep it they recommend keeping the battery between 30% and 80%. That's hard to do because there's no precise kind of measurements, but basically go for a bike ride, leave it plugged in for 20 minutes or something like that, and then make sure to unplug it. But yeah, absolutely love it. Nothing but good things to say. Mine says that you may need to run it down all the way and then charge it full in order for the computer, the onboard computer, to understand the range and charge. Not the range, but the charge percentage. Mine didn't say that, but even with a laptop, it's sort of recommended that you do that every once in a while, just to kind of recalibrate the battery to get it down to zero. Having said that, my portable drill and portable weed whacker has battery management of the charger and knows when to stop. So I'm disappointed that electric bikes don't. They're smaller batteries, mind you, I'm not sure why. And also, this is definitely on the low end of price, but again, that's one of the reasons I love the bike. Like, it's $1250. Getting it here to Canada was maybe one $800 for each bike, which is definitely on the low end, so you don't expect maybe all the bells and whistles. But this is the gravel addition, so it's a slight upgrade from the regular roadster, which is that one is like $1,050, so you can even get a slightly cheaper one. This one has upgraded tires and I think maybe a slightly upgraded belt drive or something like that. But yeah, it's great. Did you go for a romantic bike drive ride with us? Definitely, yes. And this is the kind of electric part of it is like, we went out on our bike path here in town. We have a nice bike path that goes through the city and long ways. We started coming back and we realized, okay, well, we'd like to get home now, so maybe we'll go off the bike path and drive through the city streets because that's the shortest route to get home. And then we realized, oh, no, wait, we'll just put the speed onto number five, take the long route, stay on the bike path. It's twice as long, but there are five power levels, and so if you want to go quickly or you're feeling lazy, just put it up to number five. So we were able to take the scenic ride home and arrive in kind of the same amount of time, but power level like one, two, and three is kind of the general range where I put it. It's a bit like shifting gears. Like level one is fine for flat terrain and no headwind or anything and a bit more of a workout, but if you've got a headwind or you're heading up a hill or something, you can just pop it up to level two or three. What happens to your other bike, your folding bike, your first bike Ebike you bought? Yeah, I'm just going to keep that one as a sort of a specialty bike because you can fold it and put it easily in the trunk of the car. So I think we discussed I'm actually going up to Saskatoon on Friday because I have a Tesla service appointment. I've got a squeaky steering wheel and a bit of squeaky suspension, and they're going to take care of that there. So I'm going to throw the folding Ebike into the trunk and be able to sort of ride around Saskatoon when the cars dropped off. Okay, well, that's good. Are you going to take the bikes to the lake at all? Yeah, I mean, it's almost the end of the season, and we're not sure when we're going to get out there again, but that's the hope. We originally kind of bought them for the lake. Are you going to disassemble them and put them in the back of your three or what? We could definitely fit one in the back of the three. I don't know. We sometimes take two cars out to the lake, so that might be the case because I don't have a bike carrier, and I don't really like bike carriers. I don't want to go through that. Hassle you got burned by a bike carrier one? Yeah, but it's definitely going to be my main bike because I really like it. All right, enough of this, Brian. Let's get to my vacation. I didn't have much of a vacation. It was a short vacation. I went to your cottage, which we were very generous to lend us. And by the way, I asked you if you're going to keep anything from your cottage for sentimental reasons, for the new cottage that you're going to not really know you didn't want to. And I told my son this, and he was offended. He says, oh, my God, I have more emotional attachment to that place than Brian does. My kids really have, to my shock and surprise, an emotional attachment to your cottage. Wow. It's hard for them to leave. Even when they want to. They start taking pictures and looking around like it's the last time they'll ever see it. In this case, it might be true, it might be and just capturing the thing. And we took two cars out. My kids went together in the Prius and we of course, my partner packed the kitchen sink and a few other things. Honestly, you would have been shocked. And I threatened to show that I was going to show you what all the things, because it's a cottage, it's not camping in the woods. You have most of what you need. Why do you have to we literally pack to an SUV in a car full of, like, telegram and then still, I had to come back and get something because I forgot it. And she did. And, yeah, we were late, so they got there half hour early and they found we were able to get in and sort of put their feet up on the deck and really just had it as their own. And you could tell that they were really enjoying the adult experience of having their own place in nature for even if it's just a half an hour. So, yeah, they had a good time. And my son went on as he does. He took the My Ebike, my 55 pound mountain bike. It was £55 when I got it, but I actually changed a few things, like, the forks were really heavy, so I saved a few pounds, actually, by changing the forks to better ones. He likes to go off because there's so many paths out there and he just loves exploring. This is something that goes back to his early childhood. He still likes doing it. And he came back and usually when he comes back from these things, he's really happy. It's like the happiest I ever see him is when he comes back from a trip up there. And this time he was a bit off. And I said, what's wrong? And he says, There was a cows. And I said, well, why? I ran into a herd of cows and they were mean to me. They moved at him and offended him somehow. So he says, I don't feel bad about eating meat anymore. He's come to the conclusion that he doesn't like cows because they were mean to him. Yeah, well, I think that area around the park is public grazing land that you can if you're a cattle rancher, there's public grazing land that you can use. He continued on after the cows because the herd eventually fled. But what if there was an angry bull in that? That might be as dangerous as, like, running into a bear or something you don't really, really expect to run into. It's a provincial park, by the way. He wanted to go to the edge of the park, the end of the park, and he did. And about a kilometer before the end of the park, he ran into oil rigs in the park and took pictures. So there are oil rigs in Kenosis Provincial Park in San Diego, in Canada. So you did not know that. I guess I didn't know that either. They'd be sort of toward the edge there. Yeah, but yeah, that's wild. Yeah. So he ran into things he didn't expect. But no, he did have a good time and he probably would have done more, but it really rained that night and then never stopped. It just kept raining. And the roads get to be impassable out there after a while because they're made of dirt. So my partner went kayaking. When she comes back from kayaking, it is the happiest I ever see her when she goes to the lake. Right. This time, not happy. Was it cows? No, she didn't really tell me because I went into the side of Little Kenosey Lake into the shore, and there's these little picnic areas there and I chose one of them that had a view of the lake and I could see her coming because I was worried. She actually was gone a long time and I thought, great, she's having a good time or she's dead either way. And she comes back and she doesn't tell me. So I get to the shore, to the docking station. By the way, they got this great thing for loading kayaks now, this wooden thing at Little Kenosis. It's got little rollers on it and it makes it so easy for novices like us who do it once a year because you could just sit in your kayak and just give it a little touch and it'll just go right into the water. And if you hit it right, you can come and come on shore. You just need somebody to smash that bottle of champagne on it and that's enough to have it slide into the anyway, what was wrong was just where I was looking at her at these little picnic areas. The next picnic area over there was a nude photography shoot. Okay. You did not see that coming, did you? No. Is that kind of thing allowed with the sanctioned I don't know. I posted on Facebook and I prevented you from seeing it because I wanted to have a natural reaction on the show. So I spent time waiting around there for a long time, so I knew who was there, who wasn't. And I did not see this with my own eyes, but I saw the people, like a woman photographer and a woman model of some sort going there. And the woman was half naked and holding a beer can. She was posing with an ear can, a beer can. So keep it classy. Saskatchewan. Yeah. So I had follow up DM's questions on that for my male friends. Yeah, she got more nature than she bargained for. So you may see some what is it? Only fans erotica with my partner in the background looking confused in a kayak. Yes. I told my son this. He said, dad, you don't understand. This is what people do nowadays. It's instagram accounts. Yeah, but they seem to know what they are doing. And they seem to but from the dialogue that she repeated to me, they seemed to be a professional outfit. But there was a sleazy guy hanging out by the dock and the truck that said Monster on the side. So I don't know if he was because he was flirting with them earlier. I don't know if he was sticking around to get a view. But me without my binoculars on that day, what else did I do? Well, the morning after my kids bike trip, it was raining, so it wasn't much we could do. It was kind of cool, which was nice because it was hot the first day, by the way. I preferred the cool. And we didn't have a breeze. I hate it when there's no breeze. It's always windy. It's always hurricane forest wind where we live. And then when you need a breeze, it's never there for you. So there was nothing there. It was a little warm. It wasn't as bad as last year, but it was just one day. So we took off. We did a little drive through Red versus Catch One, which is home to the Nazi Party of Canada, or at least the Nationalist Something Party. And he was always talking about it. The teacher came from that town. So we went through there and we kept on going into Manitoba. We saw this incredible infrastructure of oil just across the border in Manitoba. You don't think of oil in Manitoba, but we saw literally hundreds of pump jacks in a very condensed space. The most condensed I've ever seen. So I'm thinking it's fracking because there's like four of them in a row and they're going off in different directions. And there was practically a refinery there. Like, it wasn't a refinery, but it looked like a refinery because it all had all these huge storage tanks and there was no cell service, there was no town, there was nothing there. So it was kind of a weird little drive we had into Manicoba Twilight Zone episode that something weird was going to happen. Well, believe me, it's crossed my mind. Yeah. And then later on, we did a day trip in the Manitoba. Decided to have some adventure because it was only 4 hours to Winnipeg. So we took off to Winnipeg for a day. Nice. And we stayed in a nice little hotel there in a bad part of town, but it was a nice little trip. We did a few things. Should have done more, perhaps. The drivers are terrible in Manitoba. If you're listening to Winnipeg, you have terrible drivers. The speed limit there is a bit faster than most places. We were down by the Forks where the rivers meet, and we saw a bike accident right in front of us. This woman was driving, riding a bike and suddenly just went right into the ground for no reason. She just said she didn't turn sharp enough and just completely fell over and wrecked all of her clothing. And Jen, who had just taken a first aid course, ran up to her and she said her face was bleeding and all kinds of things. And the woman was just knowing, get away, I'm fine. People get embarrassed by these things. Totally. God knows I've been there. But it wasn't good for her. I have no idea why it happened. Right. So it wasn't a collision I was expecting with the terrible windowga drivers. Collision. There was a story going around online a couple of weeks ago that police in Toronto were actually giving out speeding tickets to cyclists. Did you hear that story? Oh, yeah. I don't there's a speed limit for cyclists. I believe it was Toronto's High Park. And they were literally out there with a radar gun giving out tickets to cyclists for going too fast. And sure, there's probably better things for the police to be doing with their time, but I do know it is oftentimes on those shared paths, the cyclists often do go too fast. So who knows? It was on a shared path. I believe so, yeah. Like a biking trail. It could have been you. It could have been me, yeah. My new bike can go faster than our school zone speed limits. And that's what my daughter, who took the bike out just before the vacation, was so thrilled when she came back. Dad, I broke the law because only 30 km an hour. What is that in miles? Like 22 or 20, something like that. So it's not very much. Also, I had a whistle dog as a and W brought back the whistle dog. It was a perfect vacation. Hot dog. It was wonderful. They're doing it better than they used to for the hot dog aficionado. Well, it's more like for my childhood memories, Brian, because I used to have the whistle dog platter come with a little close lawn, a plastic tray. Those were the days. Simpler times. Simpler times. So my hotel room had power lines right outside the window. So we are on the second floor, and if the window open, you could touch them. Okay? And like, there was two of them right there, like less than a foot away from the window. That's where they decided to put them. And if you were going to rescue me in the fire, it couldn't be done. So I questioned that and I thought I'd mention that because I've never seen anything like that before. They have a nice hotel. I popped into a Chevy dealership, the biggest in Manitoba, in Winnipeg. Winnipeg is a city of almost a million people, 900,000 or something like that. And I thought, I keep seeing an auto trader that they're getting Chevy bolts in. But apparently I went there and didn't go well. I went to the front desk. I said, Cockily, is there anyone that knows anything about EVs that I could talk to? And she just went on the intercom and said, Sales to the front. Sales to the front. The first yahoo came up. Young guy said, do you know anything about EVs? And he says, I know a few things. Good. But when we drove in, there was a bolt EUV. This is a little bigger version for about $80 more right where you drove in. So I said, Great. We can sit in the seats. We can try out the seat. This is really what we want to do in case we want to order one. And we did, and they were good. They were firm, but the foam was firm. But you weren't sitting against hard plastic. But it was fairly firm. Probably not that different. Actually, I think it did have fake leather, so it's kind of leather seats sort of get packed in a bit tighter. So it was fine. I don't think there's going to be they're not as nice as my Leaf. They're not as nice as the Prius, but they're okay. They'll do fine. But the guy was like, I know everything. And he said, no, we've hardly sold anything. Maybe three of these. I've seen three come through your thing in the past month, let alone the past, what, five years that they've been selling them? Maybe four in that particular place. So he's full of crap and discouraging me from Eve. He didn't try to sell me something else. He did say at one point, they're great. They got a low center of gravity. Lots of people are ordering the Blazer, which is the SUV that's coming next year. So I think he's starting to come around. And that sounds like what a lot of the GM employees are starting to do. But we got into an argument because he said I asked him about the charging, because it's supposed to come with a dual voltage charger. So you can plug into a normal 110 volts outlet here in North America, or you can plug into a dryer plug. Maybe you have one in your garage, maybe you can have one installed for it. You don't have to pay anything, you just have to pay for the electrical work. And actually, GM is paying for that electrical work to around $1,000 US. I think he claimed it didn't come with one. So I was taken through the trunk and I found the charger, and then I found a detached dryer Volt ponytail plug on it. And I said, well, look, here it is. He said, wow, they must have paid the extra $800 for that option. And I said, no, it comes with it. He said, well, you learn something every day, I guess.   He did say it would be $600 to ship at 550 km over here. He said, it's no problem for Dubai out of Province, they would write as a check for the extra sales tax because I have to pay sales tax here. And people are sort of craving all wheel drive, which is coming in the Blazer. But, yeah, he was just and he didn't want to tell me. I was thinking, okay, he's going to take my number. Didn't do it. I offered it, he didn't take it. I'm not going to be honest with you. We're not going to get any he told me three years, which is bull crap, it's a lie. The local people aren't doing that. And he said, well, the local people must be getting more. But we're in a small city. Compared to them, it's just crap. I mean, I'm sure there is a somewhat limited supply and they're advertising them. I can't watch a baseball game without seeing five ads for them. How could they advertise something that's not available unless they're only going to be seeing the bigger markets like they would in the states that have? Ontario is where I watch my Blue Jays games, and they seem to advertise for Ontario, and Ontario doesn't have any incentives. Well, they would certainly have more gasoline cars on the lot, so that's probably what they try and sell you. All right, well, let's get on with some things here. Brian, I can't take up the whole show with my own life. You know that Toyota, the wheels are falling off from electric. You said on a previous episode that it was just the lug nut issue. Well, it's actually more than that. They're literally falling off and they can't fix it. They're telling people not to drive them. Well, thank you, Toyota, for this great endeavor into electric vehicles. For the first time in Toyota history, they've made something that they can't literally keep the wheels on and people can't drive them. This is worse than the Bolt. The both they made them park outside of the garage and only charged 80%. Well, you buy this wonderful new car and you can't drive it. No. And they're offering to even buy them back from the owners. Right, right. Or give them a $5,000 fuel credit. And it's stupid. And this is a segment of. What James learned, because it's interesting. I learned something I always like to share with the listeners when I learned something. Something called profit parity. So EVs may be more expensive than internal combustion engines to buy, but they also make more money for car makers. And Audi says that that moment is now. So we talk about sales. EV parity, like it'll have the same price tag on it as like, Comp. And they say that it's starting to happen now with the premium vehicles. Well, Audi is saying that the point where they make profit is at parity now with what they make profit on other vehicles, like gas vehicles. Interesting. So that means you know what that means, right? It means they're going to make them. It means that the onus is now on them. They want to make money so that they start taking the reins of the EV revolution. And that is a fantastic thing, although still less to be made in terms of maintenance and for the dealers, like oil changes and stuff like that. Yeah, that's certainly true. Gosh. I hate oil changes. There's a small town Saskatchewan person who posted on a local Facebook Easy Group page, melville Tesla owner, he said he bought a Tesla and it was showing it off, as people do on these pages. But he was in Melville, which is a small town in town. Yes, I've some redneck relatives there. So I asked him how the townspeople are reacting to his electric car, and I had to laugh at his response. He says it's like a weird science experiment that's driving around if you ask that. Also, I just got a YouTube comment that I saw from a couple of episodes ago, and it says, this is from John. Can you upload just one version of the podcast? Because we have a video live version. I would prefer the ones with the video. It's kind of annoying to sport when you watch and listen to one version. Then you have the live version with the people in it come in the middle of the night. I don't know. There's not anything I can do about that except for starting a separate channel for the audio, which some people recommend you do. I wish you could subscribe to a playlist because it's on different playlists, but do you have any thoughts? Yeah, I mean, I'd be fine with just putting the one version on there, like the video version. When people tune into YouTube, they prefer to have visuals with it. So can't we just do that? Well, we do have a fairly good audience of people who just like the audio. Maybe it's because that comes first. I don't know. But when you listen to Lipson and other people who are on the server side, they say that there is a good demand for there are people who listen to audio only podcasts on YouTube. And that is a good way to get people in because it's a different way of expanding your audience and people finding you, because it is hard for people to find podcasts in this day and age. This is from Bloomberg on Tuesday. The UK government is preparing for a winter energy crisis that includes a reasonable worst case scenario. This is because they have less energy because France isn't exporting. They've only got half their nuclear. That's one reason. There's some other countries that may not be able to export electricity into the UK. Bloomberg hasn't exclusive on this and they think that they're planning they're planning for a bad case scenario where for four days in January, the peak demand could surpass their capacity. And this is what we talked about for a summer heat wave, which we haven't really gotten here in our province, where they might have been planning for that as well. But this would include organized blackouts for industry and even households. So you could have rolling blackouts in the UK this winter if there's a cold snap. Yes. And of course, the dispute continues with Germany and Russia. There's still not the full amount of gas flowing to Germany, not a huge amount of developments there. Gas is going through from Russia to Germany, but at a reduced amount. And there's still a bit of a standoff, a stalemate over how to resolve that. This is the Clean Energy show with Brian Stockton and James Whittingham. Brian, the Inflation Reduction Act was passed and it is a consequential, bloody miraculous piece of legislation that we did not see coming. In fact, there was this computer chip manufacturing in the US bill that the Republicans were going to support, but only if Mansion didn't support the Climate Act. So he said, there's no way in hell this is mid July that I'm ever going to support the Climate Act. So they passed the Chip Act and managed it about Face, which shocked the hell out of absolutely everyone, including the EV analysts and energy analysts that we talked to on the last episode of Bloomberg New Energy Finance in New York. They were flabbergasted as well. Anyway, Brian, this does a lot for EVs. It does a lot. It's a bill that does a lot of different things. Of course, it's supposed to reduce inflation. We'll get to that in a moment. But it also does a lot for the climate. Close to up to 40% reduction of emissions by 2030 in the Isa, which is groundbreaking. No, it's remarkable. And of course, we talked about this extensively, like, I don't know, a year ago or something, when it was called the Build Back Better bill. And we talked about it then because it seemed like it was likely to pass. And I felt like a chump for having spent all this energy thinking about it and talking about it, and then to have it just die like that was very disappointing. And, yeah, complete surprise to have it suddenly brought back under a different name. It felt like Joe Manchin was stringing people along and saying, junk, no, I'm not going to ever do anything but trying to appease me. Now, there is some stuff in here for fossil fuels, including a pipeline in his own state, of course. Yeah. But the consensus is that that's minor. The CO2 that adds is minor compared to the biggest spending bill in US history on climate, and it's a huge thing. So, yes, the $7,500 tax credits that people get for EVs have been used up by Tesla, GM and Toyota, believe it or not, further plug in electric hybrids. So, yeah, there was a 200,000 vehicle cap on that. But now that's all gone, they'll be able to do it again as long as the criteria is met by the automakers, which is sourcing a lot of that stuff locally or within their free trade zone. So there's also a used EV credit of $4,000, both at a point of sale, if you buy it from a dealer, if you don't have to wait for the tax time. Yeah, I think both these things can be supposedly done at a dealer plugin. Electric vehicles qualify with batteries of at least 7 kw, which is not much. Yeah, that's unfortunate. It's a battery that small where it doesn't cost very much, so it's a rather large subsidy for it's. A few Ebike batteries. Yeah, for not doing much. So that's one of the more unfortunate things, that this will maybe prolong the life of the plug in hybrid, which we need to move away from and from inside EVs. This pushes US automakers to become more independent from China. In order for cars to qualify, they have to source materials in North America or a country that has a free trade agreement with North America or with the US. Rather. The percentage of these materials increases over the years of this. This goes to 2032, which I brought up with the Bloomberg people is a bit absurd. I mean, if we hit price parity for all vehicle segments saying 2028 and they go down from there, and then you're giving a rebate in 2032 might be a little bit weird. Yeah. Although a great response on that, which is if this is largely about carbon emissions reduction, then why not keep it out to 2032? And $840 to offset the cost of a heat pump, closed, dryer or electric stove. So, yeah, that's pretty good. I mean, I wish I had that. I'd probably go get one. Yeah, those are both that'd be great. $8,000 for a heat pump for your house. $4,000 for an electrical panel upgrade, which is interesting, isn't it? Because a lot of people need an electric panel upgrades like you do. No, and as I said, mine costs about 6000 Canadian, which is not much more than that. That's great. $2,500 for improving electrical wiring in your home if you need it. That might qualify for what you did because you had to change your connection to the grid. Yeah, I think that might have covered the whole thing. As I said at the time, this is something like, everybody in my neighborhood is going to have to do this in the next ten years or so. Many neighborhoods are just 100 amp service, and that's just not going to fly in the era where we electrify everything. So these are the kinds of things that I haven't heard of before, the kind of incentives. So it's interesting to see how it plays out. One thing about this is that they're trying to bring solar manufacturing to the United States. And almost all the chips for solar panels are made in China. They're made cheaply there. The United States seems like the last country that can compete with manufacturing on an economic scale, so we'll see how that works. But the Bloomberg people did point out that wind turbines, which will also be big, so it's good to make them local, even though the blades have to be I don't know about the turbine, the actual generator itself, but we'll see about that. Anything big and heavy. So this was originally called build Back Better. It's now called the Inflation Reduction Act, which is, I guess, the flavor of the moment. But the question is, and it's really a climate and infrastructure spending bill, and not maybe that it matters, but is this actually an inflation reduction? Well, I've read several pieces on this saying that it is. I've read a couple of saying that it's not. I've read a lot more saying that it is. I think this is still a lot of analysis going on here, but they made some arguments that are above my pay grade. Just clean energy in general is a reduction of inflation because electricity, for example, costs less. So that reduces things, right? Yeah. And the way that fossil fuel prices have spiked recently because of the war in Ukraine, that's a large part of the inflation that we've been having. So, yeah, in theory, if you cut demand for oil and gas, that should bring down inflation because it'll bring down prices. If all this goes through 40% reduction in emissions in the US. By 2030, like, that's a remarkable amount. And yeah, that should hopefully ease up demand for oil and bring the price down. Okay, well, Ups is given some money, right? Yeah. USPS. Postal Service. Not us, different organization. And this is a story we've talked about before. Many people upset with the US Postal Service for not going fully electric in the new fleet of vans, delivery vans that they've been planning, and they've kind of increased the amount a couple of times, but they were still planning to buy lots and lots of gas powered vehicles for the US. Postal Service. But this new bill includes $3 billion for the US. Postal Service to buy electric trucks specifically, which was kind of the figure that they asked for it's like, oh, we'd need $3 billion to do that. And yeah, guess what? They've got it. And hopefully now this means all electric for the US. Postal Service. So again, we talk about this extensively with people who are about as expert as you can get from Bloomberg, a new energy finance. One is Tom Rowlands Reese, who is the head of research for North America, and the other is an EV analyst, Corey Cantor. This is an episode 126, which we dropped yesterday. So it's just behind this episode. It's a good interview and good information from people who absolutely know their stuff. And we will cover that act more extensively there with those experts. And I encourage you to listen to it. I also encourage you to give us feedback if you're interested in interviews. We did one before, right? We did one with Yuri, Yuri territory from the street pipes. And we got some good feedback on that. People seem to enjoy listening to that. So yeah, we could probably do that from time to time. And in addition to the show that we normally do. Okay, so there has been a massive fire in Cuba and an oil storage facility. And this is from a lightning strike. Not something you hear about necessarily all that often, but oil is flammable and therefore susceptible to things like lightning strikes. So this is turning out to be a huge problem there's. Now a fourth tank has caught on fire at this facility. So it's a massive fire burning out of control. And speaking of like brownouts and blackouts and electricity system, cuba was already predicting that they were going to have electricity problems this summer and they actually already have planned blackouts for Havana. And this is potentially going to be worse because of this because this oil storage facility was supplying oil to be burned at thermoelectric plants for some of the electricity system. So Cuba already in trouble in terms of their electricity system. Now it's going to be worse because of this fire, which is still not out yet. But the other thing that sort of brought to mind to me was just that we're at this inflection point where we're switching to clean energy. But we're also at this inflection point where just a lot of the infrastructure I think. Is really aging. Like all over the world. Certainly in North America here. Like our electrical grid and our province. They put up a zillion power poles 50. And guess what? 50, 60 years later, they're all kind of starting to fall over. And I think a lot of the grid structure in North America and really all over the world is kind of on its last legs. And maybe the clean energy revolution is not going to come fast enough because these are sort of coinciding issues. But it sounds like Cuba was in a bit of a problem already. Aging infrastructure was kind of bringing things down and then, boom, a lightning strike. And now they could be in trouble. Yes. And people will go around saying that clean energy will bring down the grid and have rolling blackouts. No, actually we keep seeing information and studies saying that the clean energy will eventually make the grid more stable, that it'll be more reliable that those batteries than people's EVs working in a two way function. Everything is going to be more stable once we finally get it figured out. We're just in this transition period where anytime there's a grid problem, the ProClean energy people are going to say, hey, it's the fossil fuels that are the problem. And the anti clean energy people are going to say, no, it's the windmills that are the problem. Windmills? They're not windmills. Well, that's what they'll say. That's what they'll say, but they'll be wrong. Idiots. Brian, there is one crucial bit of information for my vacation that I overlooked that this reminded me of. Yeah, you might say, james, what did a Cuban oil refinery or oil storage fire remind you of for your vacation? Good question. If you had asked that, I was minding my own business, driving to your cottage in beautiful Kenosi, and we went through the town of Kipling, as one does, and we slowed down because there was a lower speed limit in town and there's a few bunched up cars in front of us, so we're going slow. And then suddenly I see this river of fluid flowing across the road from left to right along gravitational lines. And I'm thinking, okay, it's a clear liquid and it's just flowing like a river. Like, what is this water main break or something? And just as I'm about to drive over it with my hot exhaust, I look over and there's these two guys in a pickup truck trying to get this tank desperately back onto the back of a truck. Oh, no. And it smelled horrible. And I'm fairly certain that it was diesel. And I didn't go too slow, so the guy kind of gave me a dirty look, but what the hell was I to know? And this is this instant frame capture, second moment of time that burns in your mind. And that's what I saw. I think some yahoo was taking some diesel, a big tank of it, back to the farm or whatever. That probably happens. Other people are doing that during this trip. And it fell off and spilled everywhere. Like probably $2,000 worth of it, I would guess, at least. But the thing is, if you're driving over and it splatters up on your exhaust, your hot exhaust, which I had an SUV, gas powered SUV, which, by the way, $2 a gallon or $2 a liter, and it went down through the trip, the gas prices were falling fast, by the way. Yeah, but yeah, that could have set me on fire and set him on fire and it was just a dangerous, stupid what the hell? Where did this come? But my car smelled like that the whole trip on the outside. If you walk near it to get a bike or something off the rack, then it was like, it still smells, and it's like this horrible smell. And I kept checking Twitter to see if anybody was tweeting about if there was a subsequent explosion, but this is an environmental catastrophe. What were they going to do, just run away and just leave it into the groundwater, the well water, and it was going to come back in the well water of this town or something? I mean, I don't know where they get their water, but it could be yeah. So that's the James almost died. So there's always some way of me almost dying on a trip to your cottage. But I often say, like, fossil fuels are often the most unpleasant thing about the cottage because even though you're supposed to be commuting in nature, everybody's got these giant SUVs and jet skis and everything, and then your car has to drive through a bunch of diesel and then stink the whole time or maybe burn down and I have to breathe it, too. So it was a long weekend. It was the August long weekend in Canada, and I've been there in the July long weekend. And that's where people party and there's thousands and thousands of boats out in the river or the lake rather, and people blasting music. So, yeah, I look forward to an electrified future. I told my son that because of course he wants to buy a cottage now, thanks to you. So I don't know where he's going to get one, but they're hard to come by now. Yeah. And I said, well, maybe it'll be quieter when you have one. Because of modification. Forbes magazine says electric car batteries are lasting longer than predicted, and the automakers were ramping up for recycling programs, but they've all been delayed because I'm an example of that because I have one of the earliest EVs that have been mass produced, and it's going strong, and it's also a terrible battery. So there's only better batteries than what I have, even if I crashed it. And the modules could be used for various things, they still have a value before the recycled. So almost all of the electric car batteries, according to Nissan executive Nick Thomas, are still in the cars. And people this is one of the naysayers things that people say all the time, and he says, we've been selling them for twelve years. Wow. I'm just going to leave it at that. But the deal is the EV batteries will last. The car people don't get. Even EV buyers don't get that. Yeah, but that's the deal. And there's lots of reasons why. And there's usually a second step, as you say. The car gets totaled, you can still take the cells out, you can put them in home storage. There's a second use before you get to the eventual, which is to crack it all open and take the minerals out and recycle them. So my car has lost some of its range over the ten years that has existed. But what some companies do is buy a pack at a record, say from another Nissan Leaf. We'll take the best modules out of there and replace the worst ones in your car, and then they'll send the rest of the recycling. But what people don't realize is electric cars have sophisticated battery management systems that guard the long term health of the batteries. Most manufacturers offer warranties of eight years, or 100,000 miles even. And there's an industry expectation that EVs will last longer than that. So they should not live the cars. Yeah, and they're definitely going to get better. They're only going to get better. Like, Tesla is talking about million mile batteries and 1.5 million mile batteries. So we'll see what happens in the next ten years. Yeah, you can expect a bit of degradation, but your battery should last for the life of the car. I mean, right now, people trade in their cars after three years, five years, your EV should be able to go a lot longer than that. Okay. A story here from Drive Tesla, Canada. This is a couple of weeks old, but I thought it was important just because we talked about the Japanese car manufacturers quite a bit, and that is that BYD is planning to enter the Japanese car market. This just struck me as a really big deal. I'm a person who grew up on Japanese cars in the that's all I was interested in owning was Japanese cars. And now here we are. BYD from China is going into the belly of the beast, as it were. This is a very interesting development, Mr. Stockton, isn't it? This is very symbolic in many ways, isn't it? That's what I thought. They're going into Toyota Nissan's backyard, and they're just going to scoop up market share. That says so much. The Japanese automakers I see thriving with their plug in electric hybrids, but people really don't want them anymore. There's some places that do, but people generally want the full meal deal. They want a battery electric vehicle. And you see that with many of the sales reports in most places. In a lot of places. What do you think? Brian, it's time for what do you think? And let's breathe through this quickly, please. This is where I ask you, what do you think of things that I'm not sure what to think about? So Tesla is not going to only add eight new factories, which is entirely possible by 2030, but increase average volume production capacity from the 450,000 average to cross the four current factories to 1.66 million per factory to reach 20 million per year. What do you think? Yeah, I think this is entirely possible. They've been saying for a while that 20 million vehicles per year is their goal, and this would be way more than anybody's currently doing. The Tesla factory in Shanghai is at a run rate approaching a million vehicles a year just at that one factory. They haven't done that for a full year, but their current run rate, and they just had some more upgrades and they've opened a new line. So just in the past month after their shutdown, they had a shutdown for Covet, then they had a shutdown to upgrade the factory. And it's only been a few weeks, but they appear to be producing vehicles at a rate so far unheard of for Tesla. So they're definitely on track for a million vehicles out of the Beijing factory, and no reason to think that they can't replicate that. They're looking for maybe a dozen factories to make 20 million a year to take the crown of the world's biggest automaker away from Toyota, which they're already kind of on the verge of doing with the Toyota Corolla. It seems a bit weird because they really don't have that many models. They've got the model Y and the model Three Those are the mass market ones. But the cyber truck is coming. The Tesla Semi is coming. They started teasing like some kind of a van or a people mover vehicle. So there'll be probably some more announcements of different form factors for the car. So I think that's what the naysayers are mostly questioning. It's like, well, how are they going to make 20 million? Because they've only got a couple of models and they'll keep it small, they don't need that many models. But, yeah, it seems entirely possible. And there should be a new factory announcement soon, possibly Canada, which is the next thing on your list here for things to ask me about. We don't really know the details other than Tesla had to release that they've been lobbying, I believe it was the Ontario government in Canada, the province of Ontario. Whenever you do lobbying of the government, it has to be announced. So they did that. So it could be a factory in Canada, but they could also just be lobbying for battery materials or mining or something like that, too. But yeah, I think potentially good news for Canada. Musk has teased it too. He has teased Canada. So we'll have to see. I wouldn't be surprised because the government is pointing all the stops to get EV manufacturing here, which is good because it is the future and we do need jobs. Yeah, I think our government would be on board with that. And there is a history of automotive manufacturing, particularly in Ontario, but also Quebec. We make a lot of cars here. A lot of the American branded cars are made here in Canada. So there is the kind of base of knowledge yeah, to start that here, for sure. So the California Public Utilities Commission makes california, the first state in the nation to allow EV owners to measure an EV's energy use independently from the owner's main utility meter through submetering. Any thoughts on that? Yeah, it's an interesting idea. I mean, we often talk about the coming smart grid. It hadn't occurred to me that this could be one of the uses of a smart grid, but there could be some useful parts of monitoring your grid use separately. EVs could then be kind of modeled out in your electricity bill and be somehow treated differently. Maybe that's where they could put, like, a gasoline tax. Gasoline tax? Where everyone is wondering why we're not going to be getting our gasoline taxes anymore. Depends on how they want to treat. That would be the sort of bad news, is maybe that's where they'd put the gasoline tax, as it were, onto your EV bill. Yeah, it depends on how they want to treat. As temperatures rise, shifts and travel patterns are likely to become more common in Europe, with researchers describing as a hotspot for severe summer heat. So many travelers are setting their sites on Scandinavia or switching to the spring and fall for traveling as a person. Yeah, we talked about my trip to Europe, which turned out time to be the hottest summer on record for Europe. It's been surpassed since then, but yeah, it's not very pleasant traveling somewhere when it's blistering hot like that. So, absolutely, this makes a lot of sense. We're all going to maybe have to start thinking differently about when and where we travel. And speaking of tropical vacations, hawaii has received their final shipment of coal, all new at six. One month to go until Hawaii no longer burns coal for electricity. Tonight, a closer look at the final shipment from Indonesia arriving in Kalai. Long a huge milestone as experts believe we have enough renewable resources coming online to meet Oahu's energy needs. There's no use for coal for electricity anywhere in the world. Yeah, I just wanted to include this because, especially with an audio clip, it just seemed like a really great good news story of Hawaii has been using coal as part of their electricity generation. But as they start to move to more renewable sources, they have literally received their last shipment of coal that's going to be burned for electricity. And this will take a while to get through. And I suppose there's a danger in the next year or two of maybe, oh, we made a mistake, we did this too quickly and maybe we'll need more coal, but I don't think so. And as we know, renewables are fairly quick to put up, and as long as they've made all their plans correctly for the grid needs the last shipment of coal, this is just fantastic good news. That's amazing. You also want to have kind of energy autonomy. There should be no reason to ship anything into Hawaii to burn to make electricity. You've got. All the sunshine and wind that you need to be independent and you don't have to worry about your shipment of coal getting wiped out by a tsunami or something. About your shipment of coal getting wiped out by a tsunami or something. All right, Brian. The show would normally be over by now, but no, due to vacation. We've got so much to give, so much to get out. We have a mail item here. Reminder, though, the coming up is the lighting headlines briefly, but let's dip into the mail bag from the maggot. He wrote us a couple of weeks ago. He says on your show yesterday, there was a discussion about wasteful. Normally your team, that you and me, Brian, we're the team is super odd point, but I have to disagree this time. The old wave of environmentalism was miserly moral kind. The old wave of environmentalism was the miserly moral kind. I must suffer to save the world. People are advised to adjust their circumstance. Drive small cars or slow cars, eat less. But the new technology environmentalism is a focus on solving problems completely, rather than doing slightly less bad things through efficiency. So when people see this new view as a threat to their lifestyle, they grow up throughout barriers. Climate denialism isn't just about science. People just basically don't want to change. But he says that this is something we talked about for the future. Cheap power. Free power, cheap heat for your home. This is all about the story leaving the doors open at shops in France with the air conditioning running. And you don't like wastefulness. But yeah, we're not there yet, are we? No, that's the only point. Yeah, this is an absolutely valid point. I think that is definitely our future. But for the time being, especially in this era when Europe facing energy shortages, they're having problems with some of their nuclear, there just isn't the kind of excess power on the grid that there used to be. So particularly for the next couple of years in this transition, they still have to close the doors on those shops in France. And there was another story, I think, from Italy, where they're regulating the amount of electricity. You're not supposed to set your AC lower than 27 Celsius or something like that in Italy. So we're still in a power crunch. We still need to conserve. But absolutely, this is our future. This is going to be an abundant future, particularly what Tony Siba talks about from Rethink X. He thinks it's going to be a super abundant future with essentially free electricity is kind of where we're headed. Yeah, we're just not there yet. He makes a good point, and I take that point because it is hard to get your head wrapped around that. But that is our future, and it will affect the way I talk about things a little bit as we move forward. It's just hard for people to wrap their head around it unless you're on the forefront of this. And that's the thing. But yeah, I don't think my neighbors would understand anything I was talking about if I said we're going to get free electricity in the future. You'll be able to leave your door open in winter and just let the fresh air in if you wanted to because don't tell your neighbors they'll call socially. We'd love to hear from you. So thanks for leaving us that email. Contact us at clean energy show. Write us right now. Cleanenergyshow@gmail.com. We're on Twitter. You can get updates to our show schedule there. If we change our show schedule around at all or have special episodes like we did this week, ticktock, we're there. Clean Energy Pod is the handle for TikTok and Twitter. Even if you're not a Twitter user or casual Twitter user, I recommend you follow us to get the latest. Don't forget to check out our YouTube channel for talking heads video of us doing the show unedited, so leave us a voicemail at speakfight. Comcleanrgy. Lightning rounding round five minutes, ten minutes ago. It's time for the lightning out, but here we go. Brian, hang on. Buckle in. This is a fast look of the rest of the week's headlines and clean energy that I wanted to talk about. Rainwater everywhere on earth is unsafe to drink due to Forever chemicals. That was the name of my alt rock pan in the 80s. Forever Chemical. There was a movie damn. And I forget the name of it. I just watched a movie on the furry of our chemicals lawsuit. This is like frying pans and nonstick and how they stick around and they are making people sick in some place in the southern states. So University of Stockholm study finds that this is true for drinking water even in the Antarctic. These per and poly floral alkal substances are PFAS are large family of human chemicals that don't occur in nature. They don't go away. And yes, don't drink the rainwater, people. Tip from the clean energy show. A new study by Stanford University says that prices would immediately drop and all of upfront costs for switching to 100% renewable energy will be paid back in six years. So if we suddenly right now switch to 100% renewable energy, it would pay back itself in six years. Yeah. And this is the other thing that your neighbors probably wouldn't understand and they would call you crazy if you said that. But it is absolutely cheaper to just ditch this stuff as soon as possible. Go clean energy. That's the way to go. So up in Nordic space, the world's first subsidy free offshore wind farm has started to produce power. Just that I mentioned that because it's kind of a milestone to have subsidy free wind farm start. They didn't even ask for subsidies when they put in the bid. That's cool. So the failure in French nuclear is increasing electricity prices all over Europe, not just in France. France already had more nuclear than they could use themselves in the past and was a net exporter during nighttime and low French demands. Now France has a huge electricity import, further increasing the prices have gone out of control in France. France is an interesting case study right now. Yeah. The UK is also in a bit of a power crunch, and it's partly because they've often relied on France to send them some excess power. So, yeah, lots of potential shortages and brownouts and blackouts coming in the UK and other places. Brian, it's time for a surprise new feature, the Clean Energy show, Fast Fact. That's right. I'm going to randomly insert fast facts into the show now. From time to time, electric vehicles require fewer workers to assemble than gas or diesel vehicles, according to The New York Times. Wow, that's pretty cool. And just one more reason. Is it maybe just the evolution of these things? I mean, car factories are just getting more automated over the years. If you look at a combustion vehicle, the hoses and the clamps and the welding and the exhaust pipes yeah, I can see I can see how it would be here's. Another 175 of the 180 nuclear power projects examined in a study found the final cost exceeded the initial budget by an average of 117%. I hope you were sitting down for that. And took an average of 64% longer than projected. So that is a study that has proven that nuclear never comes in on time or on budget. Why don't we have another facet? The land requirement for the world to go carbon neutral is less than that of the current energy infrastructure. That's remarkable. So putting up people say, my son even says, where are you going to put all the solar panels? How about on the oil wells? Lands. On the refinery? Land? On the pipeline? Land? Come on. So we don't often talk about that, but all of this or that oil storage facility in Cuba that we were talking about earlier, it's not just a fire hazard, but it's a massive, massive place that could easily use that land for solar. And apparently you wouldn't even need that much from our friends at Bloomberg. I think we can say that now. Francis EDF utility is lowering its nuclear power output because the temperature of the river it relies on for cooling is getting too hot in a heat wave this summer driven by climate change. You know, everything fits together, Brian. Everything we talk about, it all fits together like a perfect puzzle. It's all connected. Yeah. Nuclear, even nuclear. I mean, this is after Reuters reported that the Rhine in Germany, its main shipping artery was getting too shallow to transport coal to power stations. It's almost like God is saying, Hurry the hell up. Nature is acting back. There's these loops of things that are happening no. In the Hoover Dam in the US, which I believe it's Lake Mead, which is backed up by the Hoover Dam. The water level has been dropping for years. They may not be able to generate electricity there at some point. This is from Eco Watch, hot off the fresh. A new study has found that as climate warming increases overnight temperatures these hotter nights could increase mortality risks in heat waves by as much as 60%. Because remember, we were talking about this a couple of shows ago. It's not just about the temperature of the day, it's the temperature at night. Which is why we have heat warnings based on nighttime temperatures in Canada because you don't get any relief from it. Your house doesn't cool down. And that was the case last summer here where we live. It just was not cooling down at night. So it was definitely the hottest summer that I've had living in this house this year. Fortunately, it's kind of acting more like the old days and it has been cooling down at night. We've had maybe one night this summer where it was difficult to sleep. But yeah, it's been cooling down at night and it's been an absolute dream. It's been okay not to have air conditioning this summer. And finally this week on this fat overstuffed show from the journal Nature rapid battery cost declines accelerate the prospects of an all electric inter regional container shipping routes. So as battery prices of $100 US per kilowatt hour as they approach that, the electrocution of interregional trade routes of less than 1500 km, which if you ask me is still pretty significant, is economical with a battery ship with a minimal impact to the ship carrying capacity. So that is to say it's not displacing much of the ship's capacity to stuff it with batteries because of the cost and including the environmental costs. That's not including the environmental, but if you include them, the economical range increases to 5000 batteries achieve a $50 per kilowatt hour price point which we expect them to sometime next decade, maybe earlier than later. The economical range nearly doubles to up to 10,000 or 3000 without the environmental impact. So that means that shipping is 14% of pollution in the states of US is coming from shipping. So yeah, it's no

The Democratic-backed bill known as the Inflation Reduction Act would represent the largest climate investment in US history. Interview with Tom Rowlands-Rees, Head of Research, North America for Bloomberg New Energy Finance, and Corey Cantor, E.V. Associate with BNEF. The July Surprise, E.V. incentives, Japanese automakers and the challenges of brining solar manufacturing to The United States. How this legislation is meaningful for the world. We will return with our usual episodes in the near future. ***TRANSCRIPT*** James Whittingham: Hello, and welcome to episode 126 of the Clean Energy Show. I'm James Whittingham Brian is on assignment. That's not to say he's drunk and passed out somewhere just means that he's busy right now, and we hope to have him back for a regular episode very soon because there is so much to talk about. We had a vacation. We pretaped our last episode. And what did Joe mansion do? He shocked everyone, totally blowing our minds, and he's supporting some fossil fuels in the process. But really, this is big legislation that's happened with the inflation reduction act in the states. It's going to the house on Friday. We think it's going to pass probably as is or close to as is. And it means a lot for EV adoption and for the clean energy and just reducing emissions in the United States by up to 40% by 2030. So finally, the United States is on board with climate change, and it's something that we're going to talk about today with our guests from Bloomberg New Energy Finance. We're thrilled to have them on board. We've been talking a lot about Bloomberg and Bloomberg New Energy Finance and the excellent reporting they've been doing. Tom Rowlands-Rees is Head of Research, North America, for BNEF. And Cory Cantor is electric vehicles associate with BNEF. They both spoke to us from New York. And yes, a July surprise from Joe Manchin. TV News Clip: Democratic Senators Joe Manchin and Chuck Schumer announcing a deal on a bill that was all but dead. You almost never see this in Washington. You never see Washington surprise like it is this morning. Tom, what happened when you heard that news? What was your reaction to that? I was pretty caught off guard. Tom Rowlins-Rees: You know, it happened right at the end of July to spend half the office is on vacation. It was actually Corey's birthday. Corey really follows the legislative process more closely than anyone at the NES, so he in particular was sort of a birthday surprise in respect. My first reaction was like, oh, now we have to do a bunch more analysis. Everyone is out of the office. But it's only caught me off guard. Corey, what was your reaction? Yeah, to Tom's point, I was a former Senate staffer, so I follow the stuff way too much, and I guess I just kind of weird at first. I managed to put a statement out on a deal he had two weeks earlier, indicated on the healthcare front that he wasn't supportive. And then seeing that he had energy and tax in there in the statement, I was like, wow, this is not just a small deal. And as Tom said, they meant a lot of more work for everyone. So we enjoyed the afternoon activities and waited for more news on the bill, but since then, it's quite busy for all the teams here. So your colleagues who happen to be on vacation right now are laughing? Absolutely. Tom, personal question. I had to look at your LinkedIn page. How does a physics PhD from Oxford specializing in high power laser plasma end up in your job right now? Well, when I first got involved in the clean tech space, it was 2009. Wind and solar were maybe I wouldn't say they were nascent, but they weren't mature technologies. And for people doing a job like ours, which is providing market research on clean tech, particularly as it was then, it really was a lot about new technologies. So my work with lasers and plasma was all about developing new technologies. And it was useful to have someone who could look critically with a scientific highlight at new technologies as potential investment opportunities or things worthy of policy support. For some of my first work, I was looking at Led lighting and I did some work on high temperature superconductors. And then I had to explain to our clients what a heat pump is and how that works. So my physics background was kind of relevant to all of that. I was just explaining what a heat pump is to my nephew who works in the HVAC industry. He didn't know what a heat pump was. Corey, what's in this act for EVs and is there anything that surprised you? Well, I think the fact that EVs were in the act was surprising given that there had been a lot of, let's say, back and forth with Senator Mansion's office and others who are kind of pushing the related credits. So if you kind of step back and you look at the US system, we've had a passenger EV credit for about 1213 years now. There used to be a hybrid credit and slowly over time, the credit was kind of losing that effectiveness. The way the system works under the previous policy is you had up to $200,000 cumulative EV sales to use up to $7,500. The new policy makes a major change that but ensures it will be around through 2032. And then you also have a used electric vehicle or use clean car tax credit. Everything is kind of being pulled together as clean car so that's your battery, electric vehicles, your plug in hybrid electric vehicles and your fuel cell vehicles kind of together as a cohesive unit. So you got your new car tax credit, used car commercial vehicle tax credit, and then finally an extension of the charging infrastructure and the alternative refueling tax credit. In addition, you've got a bunch of grants and loan programs in there too. So it's a really massive bill. And I think even when we were kind of talking with folks around what the package might look like, given that there is so much contentiousness around the transport provisions, I think their inclusion was surprising. But there are a lot of strings attached. So it's kind of balancing the fact that you thought they might be left out of a package with the fact that what auto makers are going to have to do in order to have consumers be able to use that, especially that passenger vehicle credit are quite stringent. It's been speculated that people were keeping this hidden because they wanted to pass the Chip bill and the Republicans said they weren't going to pass the Chip bill if they're going to do anything in climate. Is there any truth to that or is that blown out of proportion? If you're thinking about the auto industry in the US semiconductor chip shortage has been a major problem. The lack of EV certainty has been a problem and so with these two bills taken together it's a real boost for the domestic US industry. So. Even seen Ford statement today from Jim Farley. Pleased about the chips act. There's a lot of industrial policy here, which is what's interesting about these two bills. For a long time the US wasn't doing that type of work. Not that they weren't helping the automakers such as back during the 2009 period, but really this is a pretty major infusion of capital to aid them and kind of reorienting towards cleaner vehicles. I understood that two and three vehicle transportation was included until a few days ago. Is that true? I think earlier iterations of the bill, for example, there was an ebook credit and a House pass legislation that was removed from the final Senate portion. So it did become, I'd say, more restrictive in the final negotiations. That being said, these are elements that are growing quickly. The passenger vehicle space in the US is one that really, I think that kind of bridge in your term, let's say like mid decades. But yeah, there are definitely compromises made along the way. The sentence passed version compared to if you looked at the House built back better version that passed last fall is definitely a lot more, I'd say consolidated in terms of not only the kind of credits lost along the way, but also the credits that remain are a lot more, let's say, difficult to access. John, can you speak to some of the pushback from automakers claiming that the restrictions of where the minerals come from excludes a lot of EVs and it's going to be really tough to meet their demands? Sure, I mean this is consistent with tax credits across the entire bills for other sectors like wind and solar that in order to get the full credit there has to be some evidence of domestic supply chain. And actually I would say that with the EVs, the provisions that would allow some of the minerals or the metals to be coming from America's free trade partners is perhaps more of a concession than you are seeing in some of the other areas. It creates, you could say, a problem, an opportunity. I was asked in an interview the other day and this is not necessarily about EVs, but just generally these domestic requirements, do those mean higher costs for consumers? And the important thing is this isn't shutting the door on stuff being important from abroad, it's trying to give a competitive edge if companies do want to invest in developing domestic supply chains. So it's pretty challenging, I would say, and I would defer to Corey's opinion on this, but the US has an established auto industry with the exception of Tesla. It's perhaps a little bit behind other parts of the world for electric vehicles, but there is enough of both in terms of the minerals available through feed trade partners and also some startings of battery manufacturing capacity for it to be a realistic possibility to scale this. I would say it's more challenging in, say, a sector like Solar, given the demands there with some of these domestic requirements. Okay, I'm going to stay with EVs for another minute or two. Corey, 2032, is this rebate going to be necessary? Is it going to be kind of absurd if, say, we need price parity sometime later in the second half of this decade? Is it going to be kind of ridiculous to have $7500 off vehicles at that point? So, James, I want to jump on Tom's point just for a quick second and I'll answer 2032 questions because I think for the sector, all the advantages Tom points out are definitely true in that there's a domestic auto industry here. There's that kind of relationship with Canada and Mexico. And I know that Canada must be really happy with how this all turned out because in an earlier version in the House bill there's that union and are really focusing on the kind of made in America aspect of things. And now Canada and Mexico both get to join the kind of overall party around the bill of seeing some of the benefits from the increased battery manufacturing here. So, good deal for Canada, even though they just had to essentially, I guess, Bobby, from the outside, as it pertains to 2032, the credit here would go for quite a bit longer than we're seeing some other countries in the kind of leading auto markets. Tom's country of UK, they actually phased out their EBC this year. Their EV share of sale was about 20%. So it makes a lot more sense for them to kind of phase out. The US last year was only at about 4.7% in the early quarters. This year it's about above 6%. And even moving even higher is what I can say. And we'll have that data published sometime soon. It's a long way of saying that you don't necessarily need the credit to go 2032. Price priority, we expect, will be mid to late 20, 25, 26, depending on where these battery costs go. That being said, we've had a lot of talk about price parity. Another way to think about the policy is if you want transport emissions to go beyond the kind of 2030 goal and really drive you towards a net zero scenario, then maybe you want to keep that environmental bonus for a longer period of time than just price parity. And the bill would definitely have more than enough certainty around that moving to your 2032 period, previous sales would likely have already taken off in a big way. This is speculation I'm asking you to do here, but Canada last year had 50% more adoption of EVs Corey than the United States. That seems odd because we didn't have much of a rebate nationally until recently. The cold environment, large spans of geography between places, and that sort of challenge. What's taking the United States so long? Is it cultural? I think it's been a lot of a model availability problem. Right. Tom mentioned before that Tesla has really been leading the way, and other automakers have been a bit slower to pivot. So one thing that's cool about our jobs at B is we have access to all this great data. So I can see quarterly and monthly sales of EVs. I'm really looking for which models are going to be the next ones to not just break maybe 5000 or 10,000 a year, but really 50,000 and so forth. The Tesla Model Y and three are the only EVs in the US. That have gone above 100,000 units sales last year. And so you're starting to see more and more impressive EV models. The Ford Maki, what I point out, even the cheap wrangler peehead plugin hybrid is doing quite well. So kind of just that shift, which wasn't really underway until really 2020 in kind of a mass volume type of way. But I think it's been the limits. If you look at California, for example, last quarter, they hit about 15% dev share of sales. And if you add the plugin hybrids in there, they're close to 18%, which is really just about the level of where the UK has been, maybe slightly below because they have more plug in hybrids there. But you begin to see California looking like a lot of European countries, and if you can kind of get the other US states there, you'll bring that country level average up. What's the future of plug in hybrid vehicles? It seems like their sales are flat where EVs are taken off, is that correct? In the US it varies kind of between region, and in North America it's been very much 80 20 on a quarterly basis. So 80% battery electric, 20% plug in hybrids. In Europe it's been more of a 50 50 split. One question coming out of this bill is maybe we will see more plug in hybrid electric vehicles with that kind of domestic battery manufacturing requirement, because you could really get about five PS maybe for one vet battery, depending on how much of a battery size you're talking about. It remains to be seen though, automakers often like BEVs more just because all the battery improvements that are going in are driving down those battery costs and having a plug in hybrid. You still have that gasoline engine in there. So you don't have as much of a kind of maintenance benefit as you do from going purely electric. I'm curious about the Japanese automakers, Corey, because I don't know what's up with them. I was a loyal Toyota buyer for some time, and now I find I'm going to Chevy, like the brand that I despise. Yeah, our Japanese people going to fall. I mean, they lost me as a customer. I would love to buy a Toyota that was, say, a Prius EV or a Corolla or something affordable, and I can't. And now I've lost. Is it too late for them? Are they going to be in trouble? We have this great report that actually, I feel like I'm working on six reports at once. We have this report that we do every year where we look at kind of easy scores of how different companies are doing across the automotive space. My mom was an avid Toyota Land Cruiser driver, terrible gas mileage. So there's definitely the love of the Toyota brand there. I'd say that there's been a lot of investment in Japanese automakers towards hydrogen for a long time, and we're seeing hydrogen do well in other segments of the kind of clean energy space. And Tom could talk about in terms of the bill, there's a lot of hydrogen related investments in the Inflation Reduction Act, but as it pertains to passenger cars, I mean, EVs have so far left the barn. Besides California and South Korea as markets, fuel cell has really struggled. And so Toyota and other Japanese automakers have tried to pivot to fully electric. Now, the beyond forex just came out. They've been having some recall issues and Nissan has delayed the Ariana for quite a bit. Often with automakers are releasing that kind of first gen, it does take some time to kind of get it right. Tesla, for example, was trying to get it right back in 20, 14, 20, 15 GM with the bolts. I drive a 2013 Leaf, and that's how many years now I thought the IRA would come out with guns blazing, but apparently not. Tom, 60 billion for solar and wind turbine manufacturing. I mean, can the United States realistically bring manufacturing to the sector with this investment? Good question. I think that with wind, which has perhaps a supply chain that is a little bit more global, I mean, the global wind market is sort of basically there are two separate universes. There's China and the rest of the world, and that is 99% or something to that extent of wind turbines built in China are made by Chinese turbine manufacturers, and then pretty much 99% of what is built elsewhere are made by international players. The components of wind turbines are big and difficult to ship around, and so manufacturing is a lot more distributed. And so there's already the seeds in the ground or actually maybe more than seeds in the ground. There's an industry and a supply chain that includes a lot of the US that can become even more US focused with this tax credit. I'm really curious to see what can be done on solar is challenging. In particular, the solar supply chain is largely concentrated in Asia and in particular in China, but the majority of cells and modules imported to the US come from Southeast Asia. However, they are using poly silicon wafers that have come from China. If you want to cut out well, basically I think it's something like, and I hate to use the 99% again, but 99% of the global wafer capacity is in China. This is a very concentrated industry globally, and so this might have been more relevant, say, 1015 years ago, not necessarily have no impact, but it's a lot more of an uphill stroke. Is this the solar manufacturing just because China is not a friendly country and they want sort of geopolitical security of their supply? Or is it more that is just trying to bring back American manufacturing? I think it's a little bit of both, but I would say it's more the latter because there are already tariffs on solar modules coming in from China and that's why, actually, the bulk of modules coming to the US coming from Southeast Asia, whereas other parts of the world, they're coming directly from China. And so I still like the main tool in which China is an adversary is the tariffs. I think that these tax credits are genuinely more to do with wanting to develop American jobs. In a sense, a tariff can be very targeted at an adversarial country, whereas the emphasis to concentrate an industry in the country is not an effective tool if there's a specific country that you're concerned about. So I think that it is more to do with the development of US jobs. The time has gone by really fast, guys. Tom, I want to ask you one more question about the big picture for someone like me in my audience who is concerned about climate change. Is this meaningful? How meaningful is it? I think it's really meaningful, actually, and I don't think it's meaningful just because it reduces US emissions. As you can tell from my accent, and as Corey alluded to, I'm from the UK. I've been covering the US for a couple of years now, and so I have learned about the complicated legislative process and I get a certain amount of sympathy for Joe Biden when he's or any US president that's taking part in climate negotiations. The example I use to make my point, if you're lindulg, is almost 100 years ago, or actually sort of slightly more, we think about Woodrow Wilson and the League of nations then instead of climate change, the big issue was world peace. And he had a great vision on how we could fix this and he basically designed this project with his idea the League of nations, he won the Nobel Prize for the idea the American President and then the Senate voted against the US. Joining the League of nations and the whole project failed. I think there are two parallels here. One is the fact that as a US president, you're kind of negotiating with one hand tied behind your back. You can have intentions and sincerely mean what you're saying, but the truth is you still have to go through a complicated legislative process that has lots of failure points and to actually get stuff passed in a meaningful way. So that's one point and that's basically what happened to Woodrow Wilson got vetoed by the Senate despite his leadership. And then the second point, the second parallel is that the whole kind of global climate negotiation push doesn't really hold together unless the US is really on board and whether other parties genuinely believe the US commitments, because the US historically has more emissions than any other country, the world's biggest country, economically speaking, there's no US. If the US is not credible in climate negotiations, then those climate negotiations are not credible, full stop. So the fact that we've seen, even if it's not perfect, the US president or the US government has managed to follow through on some of the ambition that has been articulated is pretty significant because it signals to other countries that the US is not just going to always talk a good game and then get bogged down in politics back up. That is showing that actually the US is capable of taking action and that has a knock on effects for a lot of the negotiations generally. Such a pleasure talking to you both. Tom and Corey, I thank you for your time. I know you're busy. Congrats to Bloomberg. You're doing such excellent reporting. That's just phenomenal. No one comes close and every day there are things that you're touching upon that no one else is and I thank you for that and I could talk to you for hours if I ever run into you in airport bar or something like that. Look out here, talk off. But thanks very much guys. Thank you for having us, really appreciate it. Thanks James. Take care.

Recently in London, I sat down with Ryan Fisher, the Lead EV Charging Infrastructure Analyst from Bloomberg New Energy Finance to talk shop and their recent Electric Vehicle Outlook 2022. The EV charging industry is extremely dynamic and rapidly growing with new entrants and technologies, and differences in different markets and regions, so it's great to have a leading industry researcher and analyst help illuminate the key trends and insights to look at from business models, to investment trends, power needs, utilization practices, eHDVs and much, much more. The full report can be found here: EVO Report 2022 | BloombergNEF | Bloomberg Finance LP (bnef.com)

In this month's podcast, Bill interviews Jon Moore, CEO of Bloomberg New Energy Finance. Bill discusses energy security and what's playing out in today's global markets, with higher fuel prices and scarcity of demand intensifying the need for an energy transition. Yet, as Jon explains, the world is not even close to the level of investment needed to aid this transition.

Show #1476 Good morning, good afternoon and good evening wherever you are in the world, welcome to EV News Daily, your trusted source of EV information. It's Monday 23rd May. I'm Blake Boland, and I've gone through every EV story today so that you don't have to! Lithium giant Tianqi to form JV with NIO's semi-solid-state battery supplier WeLion -Tianqi is one of China's largest lithium producers, with a battery-grade lithium metal capacity of about 2,900 tons in 2020, accounting for almost half of China's total lithium metal capacity. - Lithium metal has a very small density of 0.534 g/cm3 and a capacity of up to 3,860 mA-h/g, ten times that of the current graphite cathode material (372 mA-h/g), with a higher energy density, WeLion said. -Nio unveiled plans to offer 150 kWh semi-solid-state batteries when it unveiled its flagship sedan, the ET7, at the NIO Day 2020 event on January 9, 2021, generating much attention for this new battery. -NIO never disclosed the supplier of the battery, however, on March 27, WeLion chief scientist and founder Li Hong that the company is the supplier of the electric vehicle maker's solid-state battery. Original Source : Lithium giant Tianqi to form JV with NIO's semi-solid-state battery supplier WeLion - CnEVPost BYD Seal gets 22,637 orders in 7 hours of pre-sale - As of 10 pm on May 20, pre-sale orders for the Seal reached 22,637 units, just seven hours after pre-sale officially began at 3 pm, according to information shared by BYD today. - At a time when Chinese car company sales generally plunged in April, BYD saw its NEV sales reach 106,042 units, the second consecutive month of more than 100,000 units. - In a conservative scenario, BYD expects it to sell 1.5 million units in 2022, with sales expected to reach 2 million if supply chain conditions improve, according to the minutes of a previous meeting. Original Source : BYD Seal gets 22,637 orders in 7 hours of pre-sale - CnEVPost Hyundai Motor Group to build $5.54B EV plant and battery factory in Georgia - Hyundai Motor Group (HMG) entered into an agreement with the State of Georgia to build its first dedicated full electric vehicle and battery manufacturing facilities in the US. The new EV plant and battery manufacturing facilities represent an investment of approximately US$5.54 billion. Non-affiliated Hyundai Motor Group suppliers will invest approximately another $1 billion in the project. - The new facility will break ground in early 2023 and is expected to begin commercial production in the first half of 2025 with an annual capacity of 300,000 units. The battery manufacturing facility will be established through a strategic partnership, the details of which will be disclosed later.  - The EV and battery manufacturing plant will be located on a dedicated 2,923-acre site in Bryan County, Georgia (the Bryan County Megasite), with immediate access to I-95 and I-16 highways which creates easy access to 250 major metro areas. It is less than 50 kilometers (31 miles) from the Port of Savannah, the single-largest and fastest-growing container terminal in the US with two Class I rail facilities on-site. Rail service to the site is provided by Georgia Central Railway, a short line railway that connects to CSX in Savannah and Norfolk Southern near Macon in Middle Georgia. Original Source : Hyundai Motor Group to build $5.54B EV plant and battery factory in Georgia - Green Car Congress Nissan & Mitsubishi present compact EV for Japan - Nissan and Mitsubishi have presented a jointly developed electric small car for the Japanese market. It is marketed by Nissan under the name ‘Sakura' and by Mitsubishi as ‘eK X EV' and offers a range of 180 kilometres, according to Japanese WLTP standards.  - The Sakura runs on an electric drive system producing 47 kW and 195 Nm of torque. A 20 kWh Lithium-ion battery allows for the previously mentioned up to 180 km range, while the top speed is set at 130 km/h. Charging takes about 8 hours with a “standard” AC charge, and can be done as quickly as 40 minutes for a “warning light to 80 per cent” charge on a fast charger. A V2H reverse charging capability is also included.  - Kei-cars are popular in Japan, accounting for about 40% of the car market, and are limited to 3.4 meters in length, 1.48 meters in width and 2.0 meters in height.  Original Source : Nissan & Mitsubishi present compact EV for Japan - electrive.com Tesla Is Building a 'hardcore' Litigation Department to Seek Justice - Tesla is building a hardcore litigation department whose main goal will be to seek justice, not victory at any cost. Elon Musk said the department will never seek victory if a company is justly sued, but will never give up if the case is unfair.    - Tesla CEO Elon Musk announced that the company is building a hardcore litigation department that will directly initiate and execute lawsuits. He said the team would report directly to him. The head of the company made two commitments about how the department would work: The department will never seek victory in a just case against the company, even if it will probably win. The department will never surrender/settle an unjust case against the company, even if it will probably lose. - Those wishing to apply should send their CV to justice@tesla.com. A CV should contain 3 to 5 bullet points describing evidence of exceptional ability. In addition, Musk asked to include links to cases that the candidates tried. He is looking for real fighters who are ready to fight in the battles for justice in the courtroom. - ‘There will be blood' Original Source : Tesla Is Building a 'hardcore' Litigation Department to Seek Justice, (tesmanian.com) Sysco Intends To Buy Up To 800 Freightliner eCascadia - According to the Letter of Intent (LOI), the fleet would be deployed gradually between 2022 and 2026, with the first eCascadia delivery expected to arrive at Sysco's Riverside, California site later this year.  - In the case of Sysco, the vehicles will be combined with refrigerated trailers, but the press release does not clarify whether the trailer will be powered from the main battery to fully utilize the EV potential. - In the long-term, Sysco intends to electrify 35% of its fleet by 2030. The site at Riverside, California already is in a process of expansion of charging infrastructure and additional solar capacity installations. Freightliner eCascadia (Class 8 tractor) specs: -          up to 230 miles (370 km) of range -          Tandem drive and 438 kWh battery: typically 220 miles (354 km) -          Single drive and 438 kWh battery: typically 230 miles (370 km) -          Single drive and 291 kWh battery: typically 155 miles (249 km) Original Source : Sysco Intends To Buy Up To 800 Freightliner eCascadia (insideevs.com) EV Surge Likely After Labor Wins In Australia - ‘'Yesterday (Saturday, May 21) witnessed a historic Labor Party win in Australian federal politics. For 10 years, the Liberal federal government has denied climate change science and slow-walked the transition to renewable energy. Yesterday's historic defeat for this coalition will change all that and likely lead to an EV surge.''  - They are not hanging about — Labor's Electric Car Discount will begin on 1 July 2022, the beginning of the new financial year, and only 5 weeks away! - ‘'Australians love their cars. Multiple car ownership is common (I used to own three — one for me, one for the wife, and one as a toy). Because of this, passenger cars make up almost 10 per cent of Australia's CO2 emissions. To move Australians from fossil fuel burning cars to electric vehicles powered by renewable energy, Labor proposes exempting EVs from the 5% import tax and the 47% fringe benefits tax (a similar move to the UK government, which led to a spectacular increase in uptake).'' Original Source : EV Surge Likely After Labor Wins In Australia - CleanTechnica EVs are avoiding about 3% of global oil demand - ‘Plug-in vehicles avoided roughly 1.5 million barrels of oil per day last year, according to new analysis from Bloomberg New Energy Finance. That's about one-fifth of Russia's pre-invasion oil exports, Bloomberg NEF said.' - ‘The oil use avoided by EVs has also doubled since 2015, to about 3% of global demand, according to the analysis.' - While electric cars tend to get most of the attention, the analysis found that other vehicle types accounted for the most oil avoidance. Electric two- and three-wheeled vehicles—which tend to be popular in Asia—accounted for 67% of the oil demand avoided in 2021, according to Bloomberg NEF. - Those vehicles had an outsized impact on oil demand. Next in rank were electric buses, which accounted for 16% of avoided oil demand, followed by passenger vehicles at 13%. The latter were the fastest-growing segment, Bloomberg NEF noted. Original Source : EVs are avoiding about 3% of global oil demand—a fifth of Russia's total exports (greencarreports.com) QUESTION OF THE WEEK WITH EMOBILITYNORWAY.COM What is your dream driveway?  But there are some rules: 2 or 3 vehicles, budget is $150,000 USD or equivalent wherever you are.  Email your answers to Martyn: hello@evnewsdaily.com    It would mean a lot if you could take 2mins to leave a quick review on whichever platform you download the podcast. PREMIUM PARTNERS PHIL ROBERTS / ELECTRIC FUTURE BRAD CROSBY PORSCHE OF THE VILLAGE CINCINNATI AUDI CINCINNATI EAST VOLVO CARS CINCINNATI EAST NATIONAL CAR CHARGING ON THE US MAINLAND AND ALOHA CHARGE IN HAWAII DEREK REILLY FROM THE EV REVIEW IRELAND YOUTUBE CHANNEL RICHARD AT RSEV.CO.UK – FOR BUYING AND SELLING EVS IN THE UK EMOBILITYNORWAY.COM/ OCTOPUS ELECTRIC JUICE - MAKING PUBLIC CHARGING SIMPLE WITH ONE CARD, ONE MAP AND ONE APP MILLBROOKCOTTAGES.CO.UK – 5* LUXURY COTTAGES IN DEVON, JUMP IN THE HOT TUB WHILST YOUR EV CHARGES

On this episode, the EAH team discusses the role of hydrogen in the energy transition with Michael Liebreich, Chairman and CEO of Liebreich Associates. Michael is an acknowledged thought leader on clean energy, mobility, technology, climate, sustainability and finance. He is the founder and senior contributor to Bloomberg New Energy Finance, a member of numerous industry, governmental and multilateral advisory boards, an angel investor, a former member of the board of Transport for London, and an Advisor to the UK Board of Trade. Links: Liebreich Associates website: https://www.liebreich.com/ Michael's full bio: https://www.liebreich.com/bio/ The hydrogen ladder: https://www.linkedin.com/pulse/clean-hydrogen-ladder-v40-michael-liebreich/

Steel goes into pretty much everything around us – from buildings and bridges to the furniture in our homes. And decarbonizing the steel industry is essential because we need steel to decarbonize the world. Think about it. Solar panels, electric vehicles, even our power grid; steel goes into everything we need to fight climate change. But there's a problem. Steel manufacturing uses a lot of fossil fuels. It's responsible for 8 percent of global greenhouse gas emissions. In this episode we break down the race to green, zero-carbon steel. It's a competition among four key technologies: recycling, carbon capture and storage (CCS), electrolysis, and — everyone's current favorite — hydrogen. Or, as we call it in this episode, the Usain Bolt of technology.  Guest Julia Attwood, head of advanced materials at Bloomberg New Energy Finance, profiles each of the competitors in this race and weighs in on which ones are best equipped to clean up the steel industry. We also take a look at how these competitors might actually work together.  Guests: Julia Attwood is head of advanced materials at Bloomberg New Energy Finance. Martin Pei is chief technology officer at the Swedish steel manufacturer SSAB. Usain Bolt was not a guest but makes many cameos on this episode.  The Big Switch is produced by Columbia University's Center on Global Energy Policy in partnership with Post Script Media. This episode was produced by Alexandria Herr and Daniel Woldorff. Theme music and mixing by Sean Marquand. Story editing by Anne Bailey. A special thanks to Natalie Volk, Kirsten Smith and Kyu Lee. Our executive editor is Stephen Lacey. 

Despite the significant energy intensity required to mine metals, the commodities are still “essential for the energy transition to succeed”, says BHP market analysis and economics VP Dr Huw McKay. He says that, although having a common goal of limiting global warming to below 2 °C of pre-industrial levels by the end of the century as set out in the Paris Agreement, there is no single, common or accepted path for how to get there. “There are as many ‘pathways to Paris' as there are climate scenario models. In the more than 100 Paris-aligned scenarios that we have looked at, there is a lot of variety. Yet there are some points on which most models seem to agree,” explains McKay. In this regard, it is commonly agreed that radical change to the world's energy and land use systems is required; and that the battle to limit and reduce emissions will be won or lost in populous emerging markets, where energy supply must grow to meet increasing demand while these markets simultaneously transition to low-carbon sources. In addition, he says it is commonly agreed that action must be taken as soon as possible, as it will be significantly less costly in monetary and socio-environmental terms than delayed action. “Policy must address all fundamental elements of the transition to allow the demand and supply sides of the system to adjust as required,” says McKay, adding that carbon pricing is a core ingredient of any effective policy framework. However, these factors present a dilemma for investors. “Metals are essential inputs for the hardware of decarbonisation – there will be no energy transition without a very large increase in the production of critical minerals,” he says. Yet, McKay notes that the production of minerals can itself be a greenhouse-gas (GHG) emission-intensive process. To tackle these dilemmas, BHP partnered with Legal & General Investment Management (LGIM), through which it developed a report. The report finds that there are two clear roles for investors in respect of this dilemma – to engage constructively with the resources industry to help drive down operational greenhouse gas emissions, and to mobilise the capital that will be required to ensure metal supply does not become an obstacle in the race towards meeting the Paris Agreement. “We believe investors must be a part of the transition through engagement, focusing efforts on creating an environment where companies, governments and allocators of capital work together to build the ecosystem where clean energy alternatives compete with and beat the incumbent GHG-emitting technologies,” he says. A successful transition will require a vast capital reallocation and will generate material risks and opportunities, placing investors and global capital markets at the “very centre” of the challenge, adds McKay. As such, yearly average energy capital investments would rise from about $2-trillion in current terms (2.5% of gross domestic product [GDP]) to about $5-trillion for the period from 2021 to 2050 (4.5% of GDP in 2030, falling to 2.5% of GDP by 2050) as per the International Energy Agency's Net Zero 2050 scenario. Total investment requirements in energy supply and infrastructure over the next 30 years could range from $92-trillion to $173-trillion, according to Bloomberg New Energy Finance. CRITICAL MINERALS Nonetheless, he says, if the world takes the actions required for decarbonisation in the coming years, cumulative demand for metals is expected to grow substantially. In the 1.5 °C scenario that BHP described in its Climate Change Report 2020, cumulative demand for primary copper may double in the next 30 years, and for primary nickel it may almost quadruple, in each case compared with the prior 30 years. “Steelmaking raw materials do a little better than one might think in the scenario – with an uplift over traditional crude steel ranges due to additional demand from extra wind turbines and carbon distribution pipelines assumed,” says McKay. This, he says, should...

Carbon markets of all types – avoidance, removal, voluntary, compliance – are hot. Startups are sprouting up, looking to develop, broker and verify new kinds of credits. More than a decade ago there was a similar flurry of excitement around offsets, followed by a big crash in carbon markets. Experts blamed the Great Recession, but also a lack of trust and transparency in the offsets themselves. Will this time be different?  In this episode, Shayle talks about what's changed with Nat Bullard, chief content officer at Bloomberg New Energy Finance. They review the persistent oversupply and trust issues in voluntary markets, and then examine the tech stack that could address them, such as web3, blockchain and regenerative finance, or ReFi. They also take a look at the new focus on removal, which is easier to verify and track than avoidance.  Also in the episode: What could carbon market prices look like in 2050? Will large financial institutions or new regulations spur companies to adopt transparent carbon accounting practices?  Catalyst is supported by Antenna Group. For 25 years, Antenna has partnered with leading clean-economy innovators to build their brands and accelerate business growth. If you're a startup, investor, enterprise or innovation ecosystem that's creating positive change, Antenna is ready to power your impact. Visit anten​na​group​.com to learn more. Catalyst is supported by Nextracker. Nextracker's technology platform has delivered more than 50 gigawatts of zero-emission solar power plants across the globe. Nextracker is developing a data-driven framework to become the most sustainable solar tracker company in the world — with a focus on a truly transparent supply chain. Visit nex​track​er​.com/​s​u​s​t​a​i​n​a​b​ility to learn more.

If you've driven in San Francisco sometime in the past few months, you've probably spotted one of Waymo self-driving Jaguars.  For more, KCBS Radio news anchor Rebecca Corral spoke with Bloomberg News reporter Andrew Grant who leads the mobility research team at Bloomberg New Energy Finance.

Panelists Susan Su of TOBA Capital and Na'im Merchant, author of the Carbon Curve, join host Radhika Moolgavkar of Nori for this business-focused episode of Carbon Removal Newsroom. Na'im recently published a piece titled “8 Unique Direct Air Capture Companies to Watch in 2022” where he wrote, “2030 is a critical decade for DAC in which companies, researchers, and policymakers working on DAC to figure out how to do three things— 1. improve DAC's performance, 2. bring down costs, and 3. responsibly deploy the technology.” Three well-known ‘incumbents' have been working on DAC since 2009, and they all had big developments in 2021: Climeworks, Carbon Engineering, and Global Thermostat. However, the scale of the problem will require many more companies to capture billions of tons of CO2 annually, globally. There are many new entrants into the DAC space, but there is limited public information on many of them. Most of these startups are attempting novel technological approaches distinct from existing deployments. Na'im, Susan, and Radhika discuss what sets this crop of DAC companies apart from those that came before, which ones they are excited about, and how they would be planning their approach to market if they were on the inside of one of these startups. In our second segment, we dive into Bloomberg New Energy Finance's inaugural Long-Term Carbon Offset Outlook 2022, released earlier this month. The report models several supply and demand scenarios for offset prices. Main author Kyle Harrison says, “No matter the scenario, corporations and other entities looking to buy carbon offsets shouldn't expect them to be a get-out-of-jail-free card for much longer.” While the conversation begins as a breakdown of the BNEF report, it zooms out into a wider trading of philosophies about how the carbon offset market should be regulated. Na'im and Susan elucidate some of the most contentious issues surrounding carbon offsets. We end the show with some good news— fewer oil derricks in Los Angeles and a lot more cultured meat in China. --- Send in a voice message: https://anchor.fm/carbonremovalnewsroom/message Support this podcast: https://anchor.fm/carbonremovalnewsroom/support

What we can know, what we can't, and what is possible in the future of energy.Welcome to the first episode of the Earthlings podcast, where we'll talk about all of the decisions that we'll have to make to ensure that the future we have is one we want to live in. Hosts Lisa Ann Pinkerton (former award-winning NPR and PBS environmental science reporter) and Christian Roseland (founding editor of PV Magazine USA) take a close look at our relationships with technology, science, the planet, and each other. Today's focus is an in depth look at our relationships with energy. What do we know? What can't we know? What can we do to have a stable, livable climate so we can all have a prosperous future? The inaugural guests on today's episode are Jenny Chase, Rick O'Connell, and Anna Ebers Broughel. Jenny is head of solar analysis at Bloomberg New Energy Finance. She is also the author of the book, Solar Finance Without the Jargon. Rick is the executive director of GridLab. Rick and GridLab did a report with the Goldman School of Public Policy at UC Berkeley. Anna works for the US Department of Energy as a statistician and as an energy economist at Terra Tech. All three of our guests bring their unique perspectives on the different aspects of energy predictions.Talking Points:IPCC Report and what it means for usHow short-term forecasting influences the growth of renewable energyThe difference between forecasting a prediction and a modelJenny's outlook for climate change versus the IPCC models and forecastsWhy analysts are so conservative and what they have to deal withWhy GridLab chose 90% by 2035 instead of 100% by 2050Rick's thoughts on how high penetrations like the 70% modeled are going to work on nation-sized gridsCan the market push for 90% by 2035 or will it need to be aided by policy as well?Scenario planning for Anna's report for the Government of EstoniaDifferent regions of the world will have different scenariosChange isn't linearWhat we can do as individualsResources/Links:Solar Finance Without the Jargon, by Jenny ChaseIPCC ReportGridLabTechnica Communications Women in Cleantech & Sustainability

What we can know, what we can't, and what is possible in the future of energy. Welcome to the first episode of the Earthlings podcast, where we’ll talk about all of the decisions that we’ll have to make to ensure that the future we have is one we want to live in. Hosts Lisa Ann Pinkerton (former award-winning NPR and PBS environmental science reporter) and Christian Roseland (founding editor of PV Magazine USA) take a close look at our relationships with technology, science, the planet, and each other. Today’s focus is an in depth look at our relationships with energy. What do we know? What can’t we know? What can we do to have a stable, livable climate so we can all have a prosperous future? The inaugural guests on today’s episode are Jenny Chase, Rick O’Connell, and Anna Ebers Broughel. Jenny is head of solar analysis at Bloomberg New Energy Finance. She is also the author of the book, Solar Finance Without the Jargon. Rick is the executive director of GridLab. Rick and GridLab did a report with the Goldman School of Public Policy at UC Berkeley. Anna works for the US Department of Energy as a statistician and as an energy economist at Terra Tech. All three of our guests bring their unique perspectives on the different aspects of energy predictions. Talking Points: IPCC Report and what it means for us How short-term forecasting influences the growth of renewable energy The difference between forecasting a prediction and a model Jenny’s outlook for climate change versus the IPCC models and forecasts Why analysts are so conservative and what they have to deal with Why GridLab chose 90% by 2035 instead of 100% by 2050 Rick’s thoughts on how high penetrations like the 70% modeled are going to work on nation-sized grids Can the market push for 90% by 2035 or will it need to be aided by policy as well? Scenario planning for Anna’s report for the Government of Estonia Different regions of the world will have different scenarios Change isn’t linear What we can do as individuals Resources/Links: Solar Finance Without the Jargon

This week, Will is joined by Sharon Mustri, a battery storage analyst at Bloomberg New Energy Finance. Sharon discusses the role for economics in protecting the environment, a cause that's close to her heart. She also shares whether the world is likely to run out of Lithium any time soon.

S'il y a un objet qui accapare toute l'attention ces dernières années, c'est bien la batterie. Qu'il s'agisse d'une batterie de smartphone, de caméra ou de vélo électrique, cet objet est devenu tout bonnement indispensable dans notre quotidien. Un constat partagé par le site spécialisé InsideEVs qui s'est récemment fait l'écho d'une véritable explosion de ce marché.D'après InsideEVs, les ventes de batteries ont tout simplement doublé sur un an, +113% entre juillet 2020 et juillet 2021, pour un total de 20,7 GWh. En tête du classement des pays producteurs -vous l'avez peut-être deviné tant on en parle régulièrement dans ce podcast- on retrouve bien évidemment la Chine. Plus précisément, ces batteries sortent en grande majorité des chaînes de production de la firme CATL. Et peu importe qu'il s'agisse du seul mois de juillet 2021 ou des 7 premiers mois de 2021, la première place du classement revient systématiquement au chinois CATL, suivi du sud-coréen LG et du japonais Panasonic… Un marché au final quasi intégralement dominé par le continent Asiatique…Dans le détail, entre janvier et juillet 2021, CATL détenait près de 30% de parts de marché pour un total de 41,2 GWh en comptant les batteries pour véhicules commerciaux en plus de celles des particuliers. Un chiffre amené soit à se stabiliser, soit à augmenter pour le plus grand bonheur de la société chinoise tant la demande du secteur automobile est importante. Sur le premier semestre 2021, CATL profite d'ailleurs du rebond de l'après crise COVID avec une augmentation +280% de vente. En clair, le volume de batteries vendues a quasiment été multiplié par 4 comparé à la même période en 2020, ce qui est considérable. Finalement, ces résultats ne sont pas si étonnants que cela… En regardant un peu en arrière, Bloomberg New Energy Finance annonçait déjà en 2017 que le marché de la batterie pour voiture devrait être multiplié par 64 d'ici 2030, et atteindre une puissance totale de 125 gigawatts. Une trajectoire exponentielle qui n'est pas sans rappeler celle des panneaux photovoltaïques sur l'ensemble de la planète entre 2000-2015, mais qui, à n'en pas douter, devrait rapidement devenir plus importante. See acast.com/privacy for privacy and opt-out information.

1. A look at BloombergNEF's 1H 2021 Corporate Energy Outlook report 2. An introduction to energy purchasing and the clean energy transition within the context of the corporate energy market 3. A deep dive into corporate power purchase agreements  4. Challenges for large vs. small companies in purchasing energy and the solutions emerging to push forward the clean energy transition 

Nat Bullard is chief content officer at BloombergNEF. Since joining the team in 2010, he's held a number of roles including global head of executive insights, analyzing energy transitions and technologies; content director for Bloomberg New Energy Finance; and lead analyst for the North American new energy market. He is also a member of the Climate-Related Subcommittee of the CFTC's Market Risk Advisory Committee. In this conversation, Nat delves into the importance of understanding how  the severity of our future condition, is entirely determined by our present actions, or lack of; explains the need for deep-rooted organizational change and companies that are willing to become more dynamic to current needs; and discusses the significance of getting the narrative right - phrasing decarbonization as an investment instead of a cost... 

Battery prices fall below $100/kWh for the first time says Bloomberg New Energy Finance. How much more expensive is it to build a solar plant than a coal plant? The Mustang Mach-E reviews are rolling in and it's one of the most important EVs of 2020. Uganda is getting into the EV game to solve its own pollution problem.  Website with realistic EV range numbers in all situations. Spotify - https://open.spotify.com/show/7nIGJi8pZ9EmiJTPY4VOr5 YouTube Channel - https://www.youtube.com/channel/UCzoIKTGAuam6mBd-JyfBtBA/Y Voice feedback - https://www.speakpipe.com/CleanEnergyShow Email - cleanenergyshow@gmail.com

Hosted in coordination with the House and Senate Renewable Energy & Energy Efficiency Caucuses Please RSVP to expedite check-in A live webcast will be streamed at 12:00 PM EST at www.eesi.org/livecast (wireless connection permitting) The Business Council for Sustainable Energy and the Environmental and Energy Study Institute invite you to attend a lunch briefing on the 2018 Sustainable Energy in America Factbook. Ethan Zindler, Head of Americas, Bloomberg New Energy Finance, will give an overview presentation of the 2018 Factbook findings. A moderated panel of industry experts will discuss the findings and policy implications for the energy efficiency, natural gas, and renewable energy sectors.

Hosted in coordination with the House and Senate Renewable Energy & Energy Efficiency Caucuses Please RSVP to expedite check-in A live webcast will be streamed at 12:00 PM EST at www.eesi.org/livecast (wireless connection permitting) The Business Council for Sustainable Energy and the Environmental and Energy Study Institute invite you to attend a lunch briefing on the 2018 Sustainable Energy in America Factbook. Ethan Zindler, Head of Americas, Bloomberg New Energy Finance, will give an overview presentation of the 2018 Factbook findings. A moderated panel of industry experts will discuss the findings and policy implications for the energy efficiency, natural gas, and renewable energy sectors.

Topic: Ten predictions for 2014, by Michael Liebreich (Chairman of the Advisory Board, Bloomberg New Energy Finance) covering renewable energy, carbon, digital energy technology and storage, natural gas, conventional power and advanced transportation. His tenth prediction may be his most important: "For over a hundred years the orthodox view of the energy system prevailed. Power generation was big, dirty and central. Grids were centralized and dumb. Reliability was provided by holding over-capacity. Vehicle fuels were oil-based. For some years now we have been saying that this orthodoxy is not going to hold in the future. I predict 2014 is going to be the year when this becomes starkly obvious to most people. Until now, it has been up to the proponents of a new system to argue that change is on its way. In 2014 the tables will turn. Change will be the default assumption, and it will be up to the proponents of orthodoxy to argue why they disagree.
 The orthodoxy that clean energy is an expensive luxury cannot be maintained when wind power can be sold for 5 cents/kWh and solar for 10 cents/kWh, before subsidies, in more and more parts of the world." Michael Liebreich also provides predictions concerning: electric vehicles, the smart grid, natural gas prices, solar manufacturers, traditional electric utilities, wind power installations on land and on sea, clean energy investments including green bonds, and the US Production Tax Credit. Hosted by Stephen Euin Cobb, this is the February 19, 2014 episode of The Future And You. [Running time: 41 minutes] This episode contains selections from and commentary on Michael Liebreich's article: A Year of Cracking Ice: 10 Predictions for 2014. Stephen Euin Cobb is an author, futurist, magazine writer and host of the award-winning podcast The Future And You. A contributing editor for Space and Time Magazine; he has also been a regular contributor for Robot, H+, Grim Couture and Port Iris magazines; and he spent three years as a columnist and contributing editor for Jim Baen's Universe Magazine. He is an artist, essayist, game designer, transhumanist, and is on the Advisory Board of The Lifeboat Foundation. Stephen is the author of Indistinguishable from Magic: Predictions of Revolutionary Future Science as well as A Brief History of Predicting the Future.