Podcasts about cleantech

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Latest podcast episodes about cleantech

The Energy Gang
Data centers are adding an extra 220 gigawatts of electricity demand in the US. How can the grid cope? A second special episode from the ACORE Policy Forum

The Energy Gang

Play Episode Listen Later Feb 27, 2026 52:09


New analysis from Wood Mackenzie shows that 220 gigawatts of additional power demand from data centers is in the pipeline in the US, and 183 GW of that is already backed by firm commercial commitments. That is a huge amount to add in just a few years: it's equal to about 22% of US peak demand in 2025. The big question is whether the US electricity industry going to be able to meet that additional demand. And if so, how?On the second day of ACORE's 2026 Policy Forum in Washington, host Ed Crooks talks to industry leaders and experts about the answers to those questions. First he talks to Wood Mackenzie's Anna Shpitsberg, who is global head of power and renewables research. She breaks down the numbers on electricity demand from new data centers, and discusses some of the implications for the industry.Next up is someone whose role is right at the heart of the data center boom. Arthur Haubenstock is senior counsel at Equinix, which is one of the world's largest developers, owners and operators. He talks about what data centers actually need in terms of electricity supply, and gives his perspective on some of the controversies currently raging around the industry.A key issue for him is how data center developers can benefit local communities by cutting their electricity bills and strengthening the stability of the grid. He talks about the reality behind popular ideas such as BYOP (bring your own power) and BYONCE (bring your own new clean energy). And he explains why data centers often cannot be flexible loads on the grid, the constraints on backup generation, and why power grids matter.Ray Long, President and CEO of ACORE, then joins the show to talk about his key takeaways from the event. He says the AI-driven data center boom is creating great opportunities for all kinds of energy, including renewables and other low-carbon technologies. But progress is being slowed by three critical challenges: permitting delays, trade policy uncertainty, and regulatory bottlenecks.With electricity demand surging, he says, tackling those policy barriers is essential. Governments and the power industry need to find ways to stop electricity bills soaring and the grid becoming unstable, while enabling the infrastructure buildout required for AI. Finally, Ed talks to three entrepreneurs who are leading startup companies that aim to build the energy industry of the future. Kimberly Johnston of NextGen Energy, Saxon Metzger of Polaris Ecosystems, and Ebony Seymour of Ellement Group, explain the problems in energy that they are taking on, and talk about what they need to accelerate their growth.This episode is brought to you by ACORE, the nonpartisan nonprofit organization uniquely operating at the intersection of energy affordability, reliability, and clean energy deployment. ACORE is focused on strengthening the electric grid and driving clean energy investment that delivers for the American people. ACORE's membership includes industry leaders across the clean energy economy. Nearly 80% of the booming utility-scale domestic clean energy growth was financed, developed, owned, equipped, or contracted by ACORE members.  Visit www.acore.org to learn more about ACORE's work and upcoming events, like the ACORE Finance Forum on May 12-13 in New York City. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Factor This!
This Week in Cleantech (02/27/2026) - Clean energy bans 'skyrocket'

Factor This!

Play Episode Listen Later Feb 27, 2026 23:43


Tell us what you think of the show! This Week in Cleantech is a weekly podcast covering the most impactful stories in clean energy and climate featuring Paul Gerke of Factor This and Tigercomm's Mike Casey.This week's episode features special guest Elizabeth Weise from USA Today, who wrote about how clean energy bans are "skyrocketing" under the second Trump administration.This week's "Cleantecher of the Week" is Gonzalo Castro de la Mata, Executive Director at Earthna, who recently published an op-ed about how the climate conversation is now shifting from goals to implementation, focused on energy security, finance, and scalable solutions, especially as surpassing 1.5°C appears more likely. He pushes for us to move faster from climate agreements to execution.This Week in Cleantech — February 27, 2026 Data centers done right? Xcel and Form Energy team up to power Google operation in Minnesota — Factor ThisUS particle accelerators turn nuclear waste into electricity, cut radioactive life by 99.7% — Interesting EngineeringClean Energy Manufacturers Set to Muddle Through Fresh Tariff Turmoil — The Wall Street JournalData Center Outlook: Half of 2026 Pipeline May Not Materialize — Sightline ClimateClean energy bans skyrocket under Trump, USA TODAY analysis finds — USA TodayWant to make a suggestion for This Week in Cleantech? Nominate the stories that caught your eye each week by emailing Paul.Gerke@clarionevents.com

The Energy Gang
How are energy supply chains changing as electricity demand surges? A special episode from the ACORE Policy Forum in Washington

The Energy Gang

Play Episode Listen Later Feb 26, 2026 48:48


ACORE, the power and renewables industry group, is this week hosting its annual Policy Forum in Washinton DC. It's an event where industry leaders and experts discuss how the changing landscape of US energy policy is shaping infrastructure investment, the growth of electricity supply, and the affordability of power. Host Ed Crooks is recording two special episodes from the forum. This first show is focused on the US government's attempts to build up a domestic supply chain for renewables and other energy equipment. Ed speaks with Dr Sarah Kapnick, who is the global head of Climate Advisory at JP Morgan, and Peter Toomey, the Chief Development Officer at Cypress Creek Renewables, which is one of the country's leading energy developers. They discuss how supply chains and infrastructure for renewable energy are evolving. Demand for electricity is booming, but supply chains are under pressure. Volatile government support creates uncertainty for developers and suppliers. The “one big beautiful bill” (OB3) last year, which scrapped tax credits for wind and solar power, created “cliffs” in support for projects as the deadlines for eligibility are passed. That creates challenges for equipment manufacturers thinking about investing in new production capacity in the US. The Trump administration, like the Biden administration before it, faces a tension between its objectives of building up US manufacturing, accelerating US electricity supply growth, and making consumers' power bills more affordable. The ultimate question is whether the US can build resilient, competitive, domestic energy supply chains while balancing affordability, energy security, and surging demand from AI. Plus, Ed talks to Alice Lin, a senior tax advisor at the Natural Resource Defense council who worked on the Biden administration's move to increase tax credits for low-carbon energy with the Inflation Reduction Act. They debate the realities of clean energy tax incentives, and in particular the latest changes to the FEOC (Foreign Entities of Concern) rules. The aim is to stop companies from China, Russia, North Korea and Iran from benefiting from US tax credits. But even though the US Treasury recently published guidance on how it will apply the rules from the legislation last year, it is still not entirely clear what effect they will have. Developers, manufacturers and investors are still cautiously feeling their way. Follow the show wherever you're listening to it so you don't miss an episode: there's more from the Policy Forum coming tomorrowSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Interchange
Is hyperscaler demand finally giving CCS its moment?

The Interchange

Play Episode Listen Later Feb 24, 2026 47:28


Carbon capture and storage has long been framed as a clean technology that's forever five years away. Bridget van Dorsten speaks with Tim Vail, CEO of ION Clean Energy, to explore why a surge in AI data-centre demand is reshaping the market for decarbonised gas – and how viable a solution it really is.Tim argues we've entered a buyer-led era for carbon capture, driven by hyperscalers like Amazon, Google and Microsoft who need 24/7 power fast - but are still committed to climate and decarbonization goals. That creates a new question for the energy transition: can natural gas + CCS deliver competitive renewable energy-level carbon intensity, while supporting grid resilience and scaling quickly enough for near-term energy projects?A big part of the conversation is about measurement and credibility. Tim explains how “carbon intensity” has to be assessed across the full value chain - from wellhead to electrons - including methane leakage. The rise of methane monitoring (ground, aircraft and satellite) and verification systems are helping utilities and buyers prove emissions performance, which is increasingly essential for energy finance, green finance, and corporate reporting. How does it work? Plus, Tim and Bridget debate the economics. Hyperscalers don't buy “dollars per ton of CO₂ captured” - they buy power. Tim breaks down what CCS can add on a $/MWh basis, how incentives like the US 45Q tax credit can influence the cost, and why execution (getting projects financed and to final investment decision) is now the real bottleneck. Along the way, Bridget and Tim place CCS in the broader clean firm competition set, including nuclear, hydrogen, geothermal, and solar energy plus batteries, and what this means for future energy predictions and energy policy.The big question: is CCS at last moving from concept to commercial scale - not because the chemistry suddenly changed, but because demand, verification, and project finance finally might be aligning? About Interchange RechargedInterchange Recharged is the Wood Mackenzie podcast exploring the technologies, markets and energy policy decisions shaping the future of energy - from clean tech and clean technology to infrastructure, grid resilience, and the financing models behind the next wave of decarbonisation.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Factor This!
This Week in Cleantech (02/20/2026) - Putting retired EV batteries back to work

Factor This!

Play Episode Listen Later Feb 23, 2026 19:24


Tell us what you think of the show! This Week in Cleantech is a weekly podcast covering the most impactful stories in clean energy and climate featuring Paul Gerke of Factor This and Tigercomm's Mike Casey.This week's episode features special guest  Arcelia Martin from Inside Climate News, who wrote about how Texas is using hundreds of retired, repurposed EV batteries as grid-connected energy storage.This week's "Cleantecher of the Week" is David Kirkpatrick, Managing Director at SJF Ventures. David recently published a piece titled, “Climate Tech is Not Endangered” on LinkedIn. The piece argues that even with the Trump Administration rolling back federal climate policy, market and global momentum toward electrification and decarbonization will continue. Congratulations, David!This Week in Cleantech — February 20, 2026 Why Living in China Is Like ‘Living in the Future' — The New York TimesFord turns to F1 and bounties to build a $30,000 electric truck — TechCrunchData Centers and Your Power Bill — The New York TimesSupreme Court strikes down Trump's sweeping tariffs, upending central plank of economic agenda — AP NewsRetired EV Batteries Scored a New Gig: Bolstering Texas' Grid — Inside Climate NewsWant to make a suggestion for This Week in Cleantech? Nominate the stories that caught your eye each week by emailing Paul.Gerke@clarionevents.com

Factor This!
How utilities are transitioning from short-term battery applications to long-term BESS planning

Factor This!

Play Episode Listen Later Feb 23, 2026 26:36


Tell us what you think of the show! With global energy demand at an all-time high, battery storage is evolving from a flexible filler into a critical grid resource. Success in this new era depends less on the hardware itself and more on the digital intelligence used to run it. By leveraging a digital layer to optimize the economics of battery assets, utilities are now rethinking BESS as a high-value, GW-scale engine for reliability and market participation.To understand what this means on a practical level, we sat down with Brian Fellon, the Senior Vice President of Power Solutions at Xpansiv. He explains why battery energy storage systems are no longer an optional add-on but a critical backbone for grid operators. We also explore how utilities are moving from small-scale pilots to gigawatt-scale operations, the role of batteries in managing volatile demand from data centers, how real-time market participation demonstrates measurable value to regulators and ratepayers and much more. Want to make a suggestion for This Week in Cleantech? Nominate the stories that caught your eye each week by emailing Paul.Gerke@clarionevents.com

The Energy Gang
A solution to the problem of paying for data centre power? Unpacking AWS's recent 3 gigawatt deal with NIPSCO

The Energy Gang

Play Episode Listen Later Feb 17, 2026 41:11


Data centres have become one of the most contentious issue in US power markets. The question of who will pay for the new generation and grid upgrades needed to keep them running has been soaring up the political agenda, and attracting attention in the White House.Host Ed Crooks is joined on this episode by Brandon Oyer, Head of Americas Power & Water at Amazon Web Services (AWS), and Vince Parisi, President & COO at NIPSCO, the Northern Indiana Public Service Company, to discuss a solution.Together, they unpack their new agreement to develop power capacity in northern Indiana, which they say will enable AWS to add 2.4 gigawatts of data centre capacity without sticking everyone else with the bill. Data centres are not just for AI: they are the “invisible digital backbone” behind everything from banking to healthcare to emergency services, Brandon says. But he also acknowledges that local communities around data centre developments are right to ask hard questions about costs. NIPSCO and other utilities agree. Vince says they welcome the economic activity and tax revenues that new data centres bring, but the goal for the electricity system is to ensure customers “aren't paying for it.” AWS and NIPSCO say their agreement, which they announced last November, will achieve that goal. In fact, they expect to save customers money, unlocking $1 billion in customer savings over 15 years.So what actually makes this deal different, and is it a template others can copy? Brandon and Vince walk through the ring-fenced structure (a separate GenCo that funds and builds generation), the performance incentives, and why both sides landed on a 15-year commitment even as data-centre hardware cycles every few years. You'll also hear why AWS doesn't see its data centres as truly flexible loads, how the GenCo model let NIPSCO lock in long-lead equipment early, and what plugging this capacity into the MISO power market means for the reliability of electricity supplies.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Awarepreneurs
391 | Raising Smarter: How Cleantech Startups are Adapting with Paul Zelizer

Awarepreneurs

Play Episode Listen Later Feb 17, 2026 13:43


Bio:  Paul Zelizer has been a business coach and consultant for social entrepreneurs and cleantech companies for the past 18 years, the host of the Awarepreneurs podcast and co-founder of NM Tech Talks and NMClimate.  A growing portion of his work is as a fractional VP of Business Development and Strategic Partnerships for cleantech startups and mission driven companies. This episode is sponsored by the coaching company of the host, Paul Zelizer. Consider a Strategy Session if you can use support growing your impact business. Resources mentioned in this episode include: Paul's services Pitch an Awarepreneurs episode

Factor This!
This Week in Cleantech (02/13/2026) - Trump removes legal basis under Clean Air Act

Factor This!

Play Episode Listen Later Feb 13, 2026 14:49


Tell us what you think of the show! This Week in Cleantech is a weekly podcast covering the most impactful stories in clean energy and climate featuring Paul Gerke of Factor This and Tigercomm's Mike Casey.This week's episode features special guest Matthew Daly from The Associated Press, who wrote about how the EPA has rescinded the 2009 “endangerment finding,” the scientific and legal basis under the Clean Air Act that allowed the federal government to regulate greenhouse gas emissions to address climate change.This week's "Cleantecher of the Week" is Brian Hurley, executive director of Friends of Deckers Creek. He and his team are turning toxic, rust-orange acid coal mine drainage into clean water again with low-tech pond systems that bring back fish, salamanders, and frogs. And the cleanup is now helping recover rare earth minerals too, turning pollution into a resource that can fund even more restoration. Congratulations, Brian!This Week in Cleantech — February 13, 2026 Are faked public comments about to tank an Ohio solar farm? — Canary MediaTrump Administration Is Delaying Hundreds of Wind and Solar Projects — The New York TimesWind and solar beat fossil fuels in EU power mix in 2025, energy think tank says — ReutersGeothermal could replace almost half of the EU's fossil fuel power — GristTrump's EPA revokes scientific finding that underpinned US fight against climate change — The Associated PressWant to make a suggestion for This Week in Cleantech? Nominate the stories that caught your eye each week by emailing Paul.Gerke@clarionevents.com

Explore Podcast | Startups Founders and Investors
Sarah Sclarsic (Voyager): Electrification is the New Default

Explore Podcast | Startups Founders and Investors

Play Episode Listen Later Feb 12, 2026 39:03


Subscribe to the newsletter:New Wave | Hugo Rauch | Substack****Listen now:Apple // Spotify // YouTube

The Energy Gang
Energy storage steps up: the growing role of batteries on the grid, and the challenge from winter storms

The Energy Gang

Play Episode Listen Later Feb 10, 2026 61:08


It's the hottest sector in the global energy industry right now, driven by rising power demand, the need to back up variable renewable generation, and escalating threats to grid resilience. It is of course, battery storage. Host Ed Crooks and regular guest Amy Myers Jaffe speak with Julian Nebreda, CEO of energy storage systems company Fluence, about why batteries are becoming essential grid infrastructure. At peak hours during the bitterly cold weather that has covered much of North America in recent weeks, batteries accounted for about 1% of US power supply. But even a relatively small share of battery capacity can play an outsized role in preventing outages, Julian says. He argues that batteries are best understood not as replacements for fossil fuels, but as system optimizers: delivering fast-response capacity, stabilizing grids, and allowing generation assets to run more efficiently. With Amy and Ed, he addresses some of the common myths around batteries' cold-weather performance, multi-peak demand days and reliability compared with traditional generation.The gang explores the next wave of demand growth for batteries, particularly from new data centres for AI. Julian points to “speed to power” as a major new driver for storage deployment, as the hyperscalers and other tech companie try to bring new data centre capacity online as quickly as they can. There discussion also covers the geopolitical significance of storage, the attempt to build a battery supply chain in the US, the strngths of distributed versus centralised system designs, and examples of operations from Texas to Ukraine. As Amy notes, the industry is still catching up to the full potential of storage, but the potential is enormous.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Interchange
Building the plane while it's flying: data centers, utilities, and the new rules of power

The Interchange

Play Episode Listen Later Feb 10, 2026 44:06


After more than a decade of flat demand, the US power sector is now facing explosive growth, arriving faster than grids, generation, and transmission can be built. In this episode, Interim host of Interchange Recharged Bridget van Dorsten is joined by Chris Seiple, Vice Chairman of Power & Renewables at Wood Mackenzie, to unpack one of the defining challenges facing the modern energy system: how utilities, developers, and policymakers are responding to an unprecedented surge in electricity demand driven by data centres, AI, and reshoring manufacturing. Bridget and Chris explore what makes this moment different, why planning cycles are colliding with short technology investment horizons, and how this mismatch is forcing a fundamental rethink of how the power business works, from energy policy to energy finance. The main point is that the difference between regulated and deregulated markets is widening, as vertically integrated utilities strengthen their advantage in managing large loads.New mechanisms like large-load tariffs are reshaping rate design, investment risk, and affordability - Chris explains how. Plus, deregulated markets may be approaching a tipping point, as traditional price signals struggle to accommodate demand arriving at this scale and speed. What does it all mean for energy?Crucially, the episode looks beyond the immediate crunch to the longer-term implications for the energy transition. From renewable energy and solar energy pipelines to grid resilience, transmission innovation, and behind-the-meter solutions, this demand boom could become a powerful catalyst for clean tech, clean technology, and energy innovation, even as subsidy regimes change and capital costs rise.The discussion also touches on the role of hydrogen, nuclear, and emerging grid technologies in supporting future energy projects, and why this period of rapid load growth may ultimately accelerate decarbonisation rather than slow it. If you're tracking climate policy, climate change, green finance, and long-term energy predictions, this episode is for you; hear why today's data centre boom could shape the next several decades of the power system.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Factor This!
Prioritizing affordability while modernizing the grid, with Exelon EVP and COO Mike Innocenzo

Factor This!

Play Episode Listen Later Feb 9, 2026 32:27


Tell us what you think of the show! As energy demand reaches historic levels, the utility industry needs to build a 21st-century grid while also keeping monthly bills affordable for the average family. What does it mean to do so on a practical level?To find out, we connected with Exelon EVP and COO Mike Innocenzo. Drawing on a career that began as a field engineer, he explains why affordability has become the starting point for every conversation at Exelon. He shares how the company navigates the massive costs of data center integration and EV adoption while overseeing a $38 billion capital plan. We also explore the reality of hardening the grid, the regulatory innovations needed to streamline costs, how Exelon uses AI to protect their customer's bottom line and much more.Want to make a suggestion for This Week in Cleantech? Nominate the stories that caught your eye each week by emailing Paul.Gerke@clarionevents.com

Factor This!
This Week in Cleantech (02/06/2026) - Can this safer nuclear fuel make a comeback?

Factor This!

Play Episode Listen Later Feb 6, 2026 13:56


Tell us what you think of the show! This Week in Cleantech is a weekly podcast covering the most impactful stories in clean energy and climate featuring Paul Gerke of Factor This and Tigercomm's Mike Casey.This week's "Cleantecher of the Week" is Monika Gerhart, executive director at Gulf States Renewable Energy Industries Association, who is championing clean energy benefits and opportunities in a region well known for its fossil fuel legacy. Monika orchestrated an event last week where various businesses and trade associations held panels on several topics, one of which being how to handle energy demand for huge data centers. Erin Greeson made this nomination, and she noted to never underestimate Louisianians. Congratulations Monika! This Week in Cleantech — February 6, 2026 China's Solar Power Capacity on Course to Surpass Coal This Year — BloombergGoogle Is Spending Big to Build a Lead in the AI Energy Race – WSJTexas' Grid Holds Up During Winter Weather — Inside Climate NewsSurge in public charging infrastructure defies EV slowdown — AxiosThe Super Safe, Super Expensive Nuclear Fuel That's Making a Comeback — Heatmap NewsWant to make a suggestion for This Week in Cleantech? Nominate the stories that caught your eye each week by emailing Paul.Gerke@clarionevents.com

ARC ENERGY IDEAS
Global Energy Transition Investment Hit a Record $2.3 Trillion in 2025

ARC ENERGY IDEAS

Play Episode Listen Later Feb 4, 2026 25:53


This week on the podcast, Peter and Jackie review some of the latest developments in clean energy and the broader energy transition — including a discussion of terminology, with Peter advocating for a return to the older term “alternative energy”. They begin by discussing Bloomberg New Energy Finance's latest “Energy Transition Investment Trends (2026)”, which finds that global investment in the energy transition reached a record $2.3 trillion in 2025, up 8 % from 2024. Next, they review a set of charts from a 200-slide deck released by Nat Bullard, an annual presentation on the state of decarbonization. Nat describes himself as a “climate-focused keynote speaker, board-level strategist, consultant, and advisor.”  His side deck provides a comprehensive overview of the latest data across a wide range of energy types. Finally, the hosts discuss a couple of new papers by Peter Tertzakian: one titled “Venezuela's Fiscal Competitiveness” and another called “Oil, Mercantilism, and the Return of Gunboat Economics”. In this segment, they debate the impact of Venezuela's high government take, which has contributed to declining production, and consider recent reforms to the country's oil and gas sector aimed at attracting foreign investment.Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ Check us out on social media: X (Twitter): @arcenergyinstLinkedIn: @ARC Energy Research Institute Subscribe to ARC Energy Ideas PodcastApple PodcastsAmazon MusicSpotify 

Studio Energie
Victor van Hoorn (Cleantech for Europe) over Europa's cleantech-kansen, en hoe die te pakken

Studio Energie

Play Episode Listen Later Feb 3, 2026 59:02


Schone technologie – oftewel cleantech – biedt Europa grote kansen. Dat zeggen bedrijven, dat zegt de EU én dat zegt Mario Draghi in zijn inmiddels beroemde rapport. Maar dát er kansen zijn, wil niet zeggen dat ze daarom dús ook worden gepakt. Hoe kan Europa z'n cleantech-kennis omzetten in business? En hoe houden we ons tegelijkertijd de Chinezen van het lijf? Ik vraag het Victor van Hoorn, directeur van Cleantech for Europe.

Factor This!
This Week in Cleantech (01/30/2026) - How much can New England really depend on Canadian hydro?

Factor This!

Play Episode Listen Later Jan 30, 2026 23:48


Tell us what you think of the show! This Week in Cleantech is a weekly podcast covering the most impactful stories in clean energy and climate featuring Paul Gerke of Factor This and Tigercomm's Mike Casey.This week's episode features special guest Jon Chesto from The Boston Globe, who wrote about new questions about how dependable Canadian hydropower will be during severe winter storms.This week's "Cleantecher of the Week" is Andrew Beebe, Managing Director at Obvious Ventures. This week, the company announced Fund 5, which closed at $360,360,360. Congratulations, Andrew!This Week in Cleantech — January 30, 2026 EVs just outsold gas cars in Europe for the first time — Fast CompanyPower Outages Could Rise as Freezing Temperatures Persist After Winter Storm — The New York TimesMichigan attorney general sues oil industry over allegations of collusion against electric vehicles and renewable energy — POLITICOUS Exits Paris Agreement: What Trump's Withdrawal Means for Climate Change — BloombergNew power line provided little juice to New England during Sunday's storm, frigid temperatures — The Boston GlobeWant to make a suggestion for This Week in Cleantech? Nominate the stories that caught your eye each week by emailing Paul.Gerke@clarionevents.com

The Energy Gang
How a Texas electric co-op rebuilt for reliability | Sponsored content from Rayburn Electric

The Energy Gang

Play Episode Listen Later Jan 27, 2026 45:26


As Texas battles another bout of bitterly cold weather, Energy Gang looks at the lessons that one generation and transmission electric co-operative learned from Winter Storm Uri in 2021. The freeze and subsequent shock to energy prices showed providers how dangerous it can be to rely on the market alone.For Rayburn Electric, a not-for-profit, member-owned cooperative, incurring years of power costs in just days was a catalyst for a fundamental reset of its approach to risk and resilience.Host Ed Crooks is joined by Rayburn's President & CEO David Naylor, and General Counsel Chris Anderson, to hear the story of how they rethought how the co-op could best serve its members, and implemented its new strategy. The crucial steps included a first-of-its-kind securitization for a co-op, to spread costs over decades, and a strategic pivot toward owning generation as a natural hedge for its electricity sales. The co-op bought a power plant, now called the Rayburn Energy Station, and has RES 2 in the works, to meet reliability needs amid rapid load growth. David and Chris share what changedinside the organization too, driven by the principle that ‘status quo is not company policy.' Operating exclusively within ERCOT, Rayburn provides power to approximately 625,000 Texans across sixteen counties, working collaboratively with four local distribution co-ops. Its infrastructure includes more than 265 miles of transmission lines and more than 1,000 MW of owned generation capacity, including the Rayburn Energy Station, a combined-cycle natural gas plant added to strengthen reliability after Winter Storm Uri.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Interchange
Fuel cells are powering AI data center demand: they've moved from interesting clean tech to major player. How are utilities using them?

The Interchange

Play Episode Listen Later Jan 27, 2026 43:34


US data centre announcements are averaging 435MW a month, and there's around 175GW of large-load capacity already committed or under construction. AI hyperscalers are looking for innovative ways to meet their energy demands. It's one of the biggest infrastructure challenges in energy right now: how to deliver reliable, fast power without derailing climate and decarbonisation goals. Joining interim host Bridget van Dorsten is Akhil Batheja, Director of Technology Strategy at Bloom Energy, to unpack why fuel cells have moved from “interesting clean technology” to the epicentre of the data-centre power conversation - and what that shift means for utilities, energy projects, and energy policy.Together they discuss how solid oxide fuel cells differ from turbines, engines and batteries - from efficiency and permitting advantages to “Lego block” scalability - and why “time to power” is becoming the defining metric for data center owners. Bridget and Akhil explore grid resilience and the realities of operating off-grid campuses, how fuel cells can handle spiky AI workloads using supercapacitors, and why a future high-voltage DC architecture could reshape data-centre efficiency. Finally, they look at pathways to cleaner fuels, including hydrogen, renewable energy-linked fuels like biogas/RNG, and carbon capture, plus the role of energy finance and green finance in accelerating climate change solutions across the energy transition.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Factor This!
PG&E defines a new utility model for data centers, onsite gas, and community connection

Factor This!

Play Episode Listen Later Jan 26, 2026 39:42


Tell us what you think of the show! The scale of energy demand in Northern California has reached a historic inflection point. With a 10 GW pipeline of data center demand—enough load to power more than 7.5 million homes—utility planners at Pacific Gas and Electric (PG&E) are navigating a high-stakes race against time, infrastructure limits, and the laws of physics.To better understand how PG&E is turning these challenges into opportunities, we connected with two people who are doing exactly that for the company every single day. Austin Hastings is Vice President, Gas Engineering at PG&E while Mike Medeiros is Vice President, Strategic Commercial Solutions at PG&E.Want to make a suggestion for This Week in Cleantech? Nominate the stories that caught your eye each week by emailing Paul.Gerke@clarionevents.com

Factor This!
This Week in Cleantech (01/23/2026) - What's a life worth to the EPA?

Factor This!

Play Episode Listen Later Jan 23, 2026 20:37


Tell us what you think of the show! This Week in Cleantech is a weekly podcast covering the most impactful stories in clean energy and climate featuring Paul Gerke of Factor This and Tigercomm's Mike Casey.This week's episode features special guest Maxine Joselow from the New York Times, who wrote about the EPA's decision to stop assigning a dollar value to lives saved in cost-benefit analyses for major air pollution rules.This week's "Cleantecher of the Week" is funeral director Eric Chamberlain, who helped bring wind power to Rock Port, Missouri, making it one of the first US towns to generate more wind electricity than it used. Nearly two decades later, the wind project is still delivering lasting local benefits through jobs, landowner payments and major county tax revenue. Congratulations, Eric!This Week in Cleantech — January 23, 2026 Supreme Court will not hear Duke Energy's appeal in anti-monopoly case — The Carolina JournalSoaring Electricity Costs Are Now a Hot Political Issue — The Wall Street JournalTrump Is Obsessed With Oil, but Chinese Batteries Will Soon Run the World — The New York TimesSolar Projects Face Turmoil Under Trump, but Big Business Is Still Banking on Them — The Wall Street JournalWhat's a Human Life Worth? The E.P.A. Says Zero Dollars. — The New York TimesWant to make a suggestion for This Week in Cleantech? Nominate the stories that caught your eye each week by emailing Paul.Gerke@clarionevents.com

C.O.B. Tuesday
"We're In a Yes-And Environment" Featuring Neil Mehta, Carly Davenport, and Brian Singer, Goldman Sachs

C.O.B. Tuesday

Play Episode Listen Later Jan 19, 2026 65:17


Over the years, we have really enjoyed hosting the Goldman Sachs Research Team, and today we are thrilled to share this Special Edition featuring Neil Mehta (Managing Director and Head of North American Natural Resources Equity Research), Carly Davenport (Vice President, Equity Research), and Brian Singer (Managing Director and Global Head, GS SUSTAIN for Global Investment Research). Neil joined Goldman in 2008 and oversees research coverage across oil and gas, utilities, midstream, metals and mining, and clean technology, while also leading coverage for large-cap energy equities. Carly joined Goldman in 2016 and covers U.S. utilities. She previously covered SMID-cap refiners and was a member of the integrated oils & refiners team. Brian joined the firm as an analyst in 1998 and has covered energy companies based in Argentina, Brazil, Canada, Russia, South Africa, and the U.S. As many of you likely know, Goldman recently hosted its annual Energy, CleanTech & Utilities Conference. Jeff Tillery, Arjun Murti, and Maynard were thrilled to welcome the team back to discuss key takeaways and the broader energy landscape. As you will hear, it was a wide-ranging and substantive discussion, thanks to Neil, Carly, and Brian, whose coverage and breadth of knowledge made for a fascinating conversation. In our discussion, Neil walks us through how Goldman's Energy, CleanTech & Utilities Conference has broadened its coverage over time and how the Maduro/Venezuela developments shaped conversations, especially the market's tendency to trade geopolitical headlines to extremes before recalibrating. Brian explains how sustainability in 2026 is increasingly about risk mitigation and reliability (power, water, supply chains), and why the power buildout is a “yes-and” environment rather than an either/or fuel debate. Carly discusses how the market is shifting from “own-the-theme” to a more stock-picker setup as 2025 plans translate into concrete PPA announcements and load-growth rationalization, with an all-of-the-above sourcing outlook across coal, gas, renewables, and longer-dated nuclear. We cover oil and gas risk-taking, M&A, and why consolidation may be necessary, but not sufficient, especially for U.S.-focused shale players. We explore lessons from shale on cost position and diversification, investor “permission” for expansion via Brian's CARE checklist, how to “get outside your lane” without losing credibility, and the guardrails utilities face in avoiding volatility and merchant exposure. Brian outlines investor behavior in a demand-driven upcycle, scale as a differentiator in power, and his energy policy STARS lens: Supply Transition, Affordability, Reliability, and Security, along with supply-chain depth and labor as a binding constraint. Carly also shares underappreciated themes including grid maintenance and resilience investment needs and potential ROE and affordability pressure. Neil highlights economic re-acceleration as a potentially underappreciated upside driver for energy equities and contrasts strategic priorities for refiners versus midstream. We close by asking what's next for the team as they look ahead to next year's conference. We greatly appreciate Neil, Carly, and Brian for sharing their time and perspectives. We hope you find today's discussion as insightful and interesting as we did. Our best to you all and Happy MLK Day!

Stocks To Watch
Episode 754: How CleanTech Vanadium ($CTV) Is Positioned to Support U.S. #Fluorspar & #Uranium Supply Chains

Stocks To Watch

Play Episode Listen Later Jan 16, 2026 14:20


The U.S. must strengthen its domestic supply of critical minerals, particularly #Fluorspar, which plays a vital role in uranium enrichment, energy storage, and advanced manufacturing.In this interview, CleanTech Vanadium Mining (TSX-V: CTV | OTCQB: CTVFF) CEO & Executive Chairman John Lee, CFA explains the growing supply imbalance for fluorspar and vanadium, why fluorspar is essential to the uranium fuel cycle, what makes the company's assets unique, and how the company is positioned amid rising U.S. demand for critical minerals.CleanTech CTV Company Website: https://cleantechctv.comCleanTech CTV X: https://twitter.com/cleantechctvCleanTech CTV YouTube: https://www.youtube.com/@CleanTechCTVCleanTech CTV LinkedIn: https://www.linkedin.com/company/cleantechctvCleanTech CTV Facebook: https://www.facebook.com/cleantechctvCleanTech CTV Instagram: https://www.instagram.com/cleantechctv/Watch the full YouTube interview here: https://youtu.be/fvr7_6oS0CcAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia

Factor This!
This Week in Cleantech (01/16/2026) - Can American batteries keep up the pace?

Factor This!

Play Episode Listen Later Jan 16, 2026 17:36


Tell us what you think of the show! This Week in Cleantech is a weekly podcast covering the most impactful stories in clean energy and climate featuring Paul Gerke of Factor This and Tigercomm's Mike Casey.This week's episode features special guest Nico Rivero from the Washington Post, who wrote about how the rapid growth of grid-scale batteries in the U.S. is likely to pause in 2026.This week's "Cleantecher of the Week" is Darian Nagle-Gamm, Iowa City's transportation director, who is also the program owner for the city's fare-free bus system. Ridership eventually grew to 118% of prepandemic levels. Carbon pollution dropped by about 778 metric tons of carbon dioxide a year, roughly the equivalent of taking 167 vehicles off the roads. Congratulations, Darian!This Week in Cleantech — January 16, 2026 Scoop: Local Pushback, Canceled Data Centers Surged in 2025 — Heatmap NewsUS judge lets Denmark's Orsted resume Rhode Island offshore wind project that Trump halted — ReutersNew York Tells Data Centers They Must Pay More for Power — BloombergBig Tech is poaching energy talent to fuel its AI ambitions — CNBCThe American battery boom is on shaky ground — The Washington PostWant to make a suggestion for This Week in Cleantech? Nominate the stories that caught your eye each week by emailing Paul.Gerke@clarionevents.com

C.O.B. Tuesday
"Our Founding Fathers Didn't Think Politics Would Be A Profession" Featuring Governor Kevin Stitt, OK

C.O.B. Tuesday

Play Episode Listen Later Jan 14, 2026 40:51


Today we were thrilled to welcome Governor Kevin Stitt of Oklahoma. Governor Stitt was first elected in 2018 and re-elected in 2022. Before entering politics, he was a successful entrepreneur. His company, Gateway, grew into a nationwide mortgage company and, through a merger, became Gateway First Bank, now one of Oklahoma's ten largest banks. In 2018, he received more votes than any gubernatorial candidate in Oklahoma history in his first bid for elected office. As Governor, he has prioritized delivering more value for taxpayers, and his fiscally conservative approach has helped Oklahoma build its largest savings balance in state history. Governor Stitt also serves as Chair of the National Governors Association, which was founded in 1908 to advance bipartisan dialogue, policy innovation, and information-sharing among the nation's governors. It was an honor to host the Governor for an insightful conversation on permitting reform, power affordability, and the policy bottlenecks shaping the U.S. energy and infrastructure buildout. In our conversation, we explore why states, through the bipartisan work of the National Governors Association, are central to unlocking U.S. competitiveness and fixing bottlenecks that Washington has struggled to address. Governor Stitt lays out a practical, pro-business, free-market philosophy to build more of everything, remove obstacles, and let innovation and capital do the work, shaped by his background as a business leader turned governor. We discuss Oklahoma's behind-the-meter power policy that allows large users to self-supply, the broader affordability and power price debate, and the need to better educate the public on where electricity comes from. We dig into what's broken in today's policy framework, including the lack of a single accountable federal regulator, and how short-term politics and pendulum swings can stall long-term, common-sense reforms. We also touch on the added complexity of tribal sovereignty and federal involvement in energy infrastructure development. As mentioned, the National Governors Association's permitting proposal, “NGA Letter on Energy Permitting Priorities” (published in October 2025) is linked here. We greatly enjoyed the discussion and appreciate Governor Stitt for his time. Mike Bradley noted the 10-year bond yield (~4.18%) has traded sideways to start the year. December CPI printed in line with expectations, with PPI due tomorrow. If economic reports continue to print in line, bond yields will likely remain rangebound until the January 28 FOMC meeting. On the oil market front, WTI is up ~$3.50/bbl (~$61/bbl) this year despite 2026 surplus concerns. Oil markets have quickly shifted from 1H26 oversupply and Venezuelan oil production increases to rising Iran-related risk, with the potential for a sharper spike if tensions escalate, especially given that institutional investors are currently bearish (Goldman Sachs Oil Sentiment survey) and very short oil contract “financial” length. In equities, the S&P 500 is up ~2% YTD with the biggest sector winners being cyclicals (Energy, Industrials, and Materials). Materials is the best performing S&P sector this year (up ~7%) due to growing optimism that global GDP growth will be headed higher in 2026. The Russell 2000 is up ~6%, which is far outpacing the S&P 500 & Big AI/Tech stocks, and could be an early sign that market breadth is widening. Energy is up ~5% this year with Oil Services up ~12%, Refiners up ~8% and U.S. Oil Majors up ~6% on hopes that they'll all be beneficiaries of future Venezuelan infrastructure investment and a quick redirection of heavy oil barrels to Gulf Coast refiners. He closed with takeaways from the Goldman Sachs Energy, Clean Tech & Utilities Conference last week including a real sense of optimism despite investors still being most

The Interchange
AI, and the battle for energy in 2026. What clean energy sources are going to meet demand?

The Interchange

Play Episode Listen Later Jan 13, 2026 29:37


AI is changing the energy system faster than almost anything we've seen in decades. Interim host, engineer and energy analyst Bridget Van Dorsten is joined by Ed Crooks, host of Energy Gang and Vice-chair of the Americas at Wood Mackenzie, for a wide-ranging conversation about what's really driving energy decisions in 2026. From data centres and “speed to power” to energy affordability and US energy dominance, they unpack why reliability, cost and scale are now front of mind for governments, utilities and technology companies.Bridget and Ed discuss which technologies could step up to meet the demand, from long-duration storage and advanced nuclear to geothermal and grid-enhancing technologies, and whether AI itself could help accelerate innovation across the energy system. Then they debate the costs; how much does AI really cost us in emissions and capital that could arguably be better spent elsewhere. Are data centres out-competing the energy transition for capital and grid access? And what happens if today's AI investment boom starts to cool, or the bubble bursts?See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Factor This!
Meghan Dewey helps define a human-centric utility at Duke Energy

Factor This!

Play Episode Listen Later Jan 12, 2026 39:55


Tell us what you think of the show! As the Senior Vice President of Products & Services and Pricing Solutions at Duke Energy, Meghan Dewey oversees a portfolio that generates over $1.5 billion in annual revenue. But for her, the true metric of success isn't about spreadsheets or numbers but is instead about empowering the people on both sides of a utility bill.Meghan sits at the intersection of massive corporate scale and human-centric innovation. From the Emerging Technology Office and customer prototype labs to large-scale transportation electrification, her team is essentially designing a blueprint for how utilities can operate in the short and long term. She's the engine behind how Duke Energy scales high-value solutions while also prioritizing customer experience in a way that resonates.Want to make a suggestion for This Week in Cleantech? Nominate the stories that caught your eye each week by emailing Paul.Gerke@clarionevents.com

Factor This!
This Week in Cleantech (01/09/2026) - Time for a nuclear renaissance?

Factor This!

Play Episode Listen Later Jan 9, 2026 23:20


Tell us what you think of the show! This Week in Cleantech is a weekly podcast covering the most impactful stories in clean energy and climate featuring Paul Gerke of Factor This and Tigercomm's Mike Casey.This week's episode features special guest Ivan Penn from The New York Times, who wrote about surging optimism for nuclear power in the U.S.This week's "Cleantecher of the Week" is Mariangela Hungria, a Brazilian agronomist and microbiologist who won the 2025 World Food Prize for her work on microbes that feed plants nitrogen, allowing farmers to cut fertilizer costs and pollution. This Week in Cleantech — January 9, 2026 Trump administration halts offshore wind projects from Virginia to New England, in major blow to clean power — POLITICOThe 4 Things Standing Between the U.S. and Venezuela's Oil — Heatmap NewsThe Positive Climate News You May Have Missed This Year — BloombergChina's BYD overtakes Tesla as world's top EV seller for first time — CNBCOptimism About Nuclear Energy Is Rising Again. Will It Last? — New York TimesWant to make a suggestion for This Week in Cleantech? Nominate the stories that caught your eye each week by emailing Paul.Gerke@clarionevents.com

The Energy Gang
Venezuela and what to expect from energy in 2026

The Energy Gang

Play Episode Listen Later Jan 8, 2026 51:37


The new year has only just begun, and already we have seen an event with massive significance for the world of energy. The US operation to remove Venezuelan President Nicolás Maduro opens a new era for a country that holds – according to some definitions – the world's largest oil reserves.So far there has been little impact on oil markets. But what are the implications going to be for energy in the months and years to come? To discuss how this volatile situation might evolve, host Ed Crooks is joined by regular guest Amy Myers Jaffe, Director of NYU's Energy, Climate Justice and Sustainability Lab, and an expert on oil earlier in her career. History never repeats itself, the saying goes, but sometimes it rhymes. Amy draws a parallel between Venezuela today, and Iraq after the US-led invasion and the overthrow of Saddam Hussein in 2003. There are some similarities in the position of the two oil-rich countries, which were both dragged down by mismanagement and sanctions. But Amy argues that Venezuela's oil system is in far worse shape, with looted equipment, chronic power and fuel shortages, and damage that may not be reversible.Melissa Lott, another Energy Gang regular, also joins the show, and raises the question of what regime change in Venezuela might mean for the energy transition. Melissa is a partner at Microsoft, but appearing on the show in her usual role as an independent commentator and energy expert. Then it's on to the other places, people and technologies that are likely to make a big impact on energy this year. Ed is watching the Gulf Coast buildout of new liquefied natural gas (LNG) plants. It is a boom so big that Wood Mackenzie expects US LNG exports to roughly double from 2023 levels by around 2030, with more growth beyond.The gang assesses the likely consequences of surging LNG supplies: downward pressure on global gas prices, and potential financial strain for exporters. There is also the possibility that a peace deal in Ukraine could make the oversupply even worse, by allowing more Russian gas to flow west into European markets. Next up, it's people to watch in 2026. Melissa names the US energy secretary Chris Wright, and Ed picks new FERC chairman Laura Swett. As the US power grid, and its energy system more generally, face mounting challenges because of the growth in data centers needed for AI, effective policy and regulation will be critical. Amy chooses China's President Xi Jinping: the country's next five-year plan could reshape the global competition for energy dominance.On technologies to watch, battery storage is a hot topic. Melissa and Ed discuss the supply chains needed to meet growing demand, and innovative products such as Form Energy's iron-air batteries, which are being deployed in a first-ever commercial project that will be fully operational this year. Amy's choice is humanoid robots. They're expensive and still imperfect, but are they going to rule the future? They are already being trialled for repetitive factory tasks. Amy says her Roomba can't cope with a spilt bowl of cereal. But will new flexible AI-guided robots be able to do the job properly?Follow the show so you don't miss an episode this year – it's going to be a busy one.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

C.O.B. Tuesday
"What If We're In A World Where Oil Demand Keeps Growing?" Featuring Rob West, Thunder Said Energy

C.O.B. Tuesday

Play Episode Listen Later Jan 7, 2026 68:07


Today we had the pleasure of welcoming back Rob West, Founder and Lead Analyst at Thunder Said Energy, continuing our tradition of kicking off the year with his perspectives. Rob has joined us on COBT six times in our history and has earned the honor of holding the lead-off spot in 2022, 2024, 2025, and now 2026. He is a long-time energy analyst and provides unique, thought-provoking, and economic-driven insights into energy research and technologies. Rob launched Thunder Said in 2019 and previously served at Sanford C. Bernstein and Partners Capital. Based in Estonia, he brings a valuable global lens to the energy landscape. One of Veriten's highlights from 2025 was having Rob join the firm as a Senior Advisor. We were delighted to visit with Rob to reflect on 2025 and explore what the future might hold for energy in 2026. In our conversation, Rob reflects on the shift in the dominant energy-market narrative from net zero and the energy transition (2021 – 2023), to geopolitical security post Russia-Ukraine, and now overwhelmingly toward AI and power demand. We discuss the outlook for sharply higher global defense spending by 2030 and its potential benefits to infrastructure, industry, AI, smart grids, and competitiveness. Rob outlines a broader recalibration of energy “truths” entering 2026 including solar growth potentially flattening, EV growth slowing or declining, the LNG glut narrative being questioned, and oil demand continuing to grow at roughly ~+1 MMbbl/d per year. Rob shares his outlook on global LNG, highlighting a wave of new supply that is frequently delayed, Russian LNG logistics constraints, Australia's domestic market interventions, and how policy changes in the U.S. and China are contributing to slower EV sales. We explore whether rising marginal coal mining costs in China could translate into higher Chinese power prices, China's energy strategy and diversification, and the copper outlook, including potential demand headwinds if solar and EV growth slows in 2026, alongside the importance of “primary analysis.” Rob highlights why flexible grids and better utilization are the biggest levers to reducing power system costs and explains his rationale for a more cautious U.S. shale outlook, remarking that oil markets are now influenced less by OPEC policy and more by U.S. foreign policy pressure. We closed by asking Rob for his biggest wildcard for 2026, which he identified as a collapse/fracturing of Russia as a state, with major implications for resource markets and control of assets. It was an insightful discussion and we can't thank Rob enough for sharing his time and thoughts with us. Mike Bradley and Arjun Murti both joined from the Goldman Sachs Energy, CleanTech & Utilities Conference in Miami. Mike opened by emphasizing that two of the major market themes in 2025 were AI/data center and electricity demand growth. He noted that most investors still believe these two themes will continue to resonate in 2026, and will probably need to, especially at current valuations. On the energy commodity front, WTI oil price is up ~2% so far this year, while U.S. natural gas price is down ~8% on a warmer weather outlook. Across broader equities, the S&P 500 is up ~1% this year while the DJIA is up ~2%. The best performing sectors so far this year have been energy, financial, industrial, and materials, while the underperformers have been technology and telecom. On the energy equity front, he noted that last weekend's events in Venezuela have lifted (materially in some cases) shares of U.S. oil majors, large-cap international oil services and Gulf Coast refiners, while E&Ps have been the underperformers. The wide divergence in energy equity performance this week is mostly due to optimism of an infrastructure/oil services/oil production revival in Venezuela which may be premature. He added that hedge funds could be a culprit for these outsized moves mostly because they weren't positi

The Energy Gang
Electric vehicles create problems for the grid. Could they also help solve them? The plan to turn EVs into reliable grid infrastructure

The Energy Gang

Play Episode Listen Later Jan 6, 2026 54:29


As we head into 2026, electricity grids aren't just under strain; they are facing transformational change because of the shifts in the ways that we work, entertain ourselves, and get around. EVs are one of the fastest-growing new loads on the grid in many parts of the world, but are also one of the least well-understood. They can exhibit flexibility that's mostly going unused today. Millions of EVs are already connected to the grid, and they're being treated as a problem instead of a solution. So how could they be used to ease that strain on electricity grids? What would it look like if we could turn EVs into really useful distributed energy resources (DERs)? Host Ed Crooks welcomes Apoorv Bhargava to the show for the first time. Apoorv is the CEO and co-founder of WeaveGrid, a company aiming to make EVs and other DERs function like dependable infrastructure for distribution grids. It wants provide utilities with trusted, repeatable, edge-level control of assets, rather than occasional, system-level demand response. Apoorv explains how it all works.Apoorv is a former student of regular guest Amy Myers Jaffe, who now teaches at New York University. She joins the show to argue that there is still a great deal of uncertainty around claims of using flexibility to reinforce. It isn't a black-and-white question, she says: flexibility only works when it's engineered, trusted and planned for at the distribution level, not improvised through emergency demand response. Together Ed, Apoorv and Amy debate how EVs and grids might be able to work together in the future, instead of against each other. They discuss consumer behaviour, politics and concerns over rising power bills as factors that will matter just as much as the evolution of the technology. The biggest grid upgrade opportunity may not be new wires, transformers or even power plants: it could be the Tesla, VW or BYD in your driveway.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

On the Way to New Work - Der Podcast über neue Arbeit
#527 Jonathan Roberz | Co-Founder MicroHarvest | CleanTech | Mountain & Ocean Lover

On the Way to New Work - Der Podcast über neue Arbeit

Play Episode Listen Later Jan 5, 2026 54:49 Transcription Available


Unser heutiger Gast hat Maschinenbau und Produktionstechnik an der RWTH Aachen studiert, mit Stationen in Kalifornien und Graz. Früh kombinierte er technische Neugier mit unternehmerischem Mut: Bereits 2012 gründete er sein erstes eigenes Unternehmen, ein Hightech-Start-up im Bereich industrielle Bildverarbeitung. Nach dem erfolgreichen Exit blieb er der Rolle des Gründers treu und wandte sich einem Thema zu, das für die Zukunft unseres Planeten kaum wichtiger sein könnte: der Ernährung. Heute leitet er als Mitgründer und Geschäftsführer ein BioTech-Unternehmen, das mithilfe von Mikroorganismen eine völlig neue Kategorie von Proteinen entwickelt: nachhaltig, skalierbar, nährstoffreich. Innerhalb von nur 24 Stunden entstehen dort proteinreiche Zutaten, die 60 % Eiweiß enthalten, dabei keine Allergene aufweisen und 95 % weniger CO₂ verursachen als Fleisch. Ob Tierfutter, Aquakultur oder menschliche Ernährung. Sein Ziel ist klar: Die Proteinversorgung der Zukunft braucht neue Wege. Und MicroHarvest, so der Name seiner Company, will diese Wege erschließen.. Seit über acht Jahren beschäftigen wir uns in diesem Podcast mit der Frage, wie Arbeit den Menschen stärkt, statt ihn zu schwächen. In über 500 Podcastfolgen haben wir mit fast 700 Persönlichkeiten darüber gesprochen, was sich verändert hat und was sich noch verändern muss. Wie gelingt es, mit technologischer Innovation echte planetare Herausforderungen zu lösen – ohne in Greenwashing oder Vision-Overload zu verfallen? Wie baut man ein Unternehmen, das wissenschaftliche Exzellenz mit Skalierung, Investorenlogik und Sinn verbindet? Und wie bleibt man als Gründer selbst wirksam, wenn das Tempo hoch, die Technologie komplex und der gesellschaftliche Druck groß ist? Fest steht: Für die Lösung unserer aktuellen Herausforderungen brauchen wir neue Impulse. Daher suchen wir weiter nach Methoden, Vorbildern, Erfahrungen, Tools und Ideen, die uns dem Kern von New Work näherbringen. Darüber hinaus beschäftigt uns von Anfang an die Frage, ob wirklich alle Menschen das finden und leben können, was sie im Innersten wirklich, wirklich wollen. Ihr seid bei „On the Way to New Work“ – heute mit Jonathan Roberz. [Hier](https://linktr.ee/onthewaytonewwork) findet ihr alle Links zum Podcast und unseren aktuellen Werbepartnern

Good Garbage with Ved Krishna
Soil, Soul, and Systems Change: A Conversation with Sammy Davies

Good Garbage with Ved Krishna

Play Episode Listen Later Dec 27, 2025 79:50


Sammy Davies, Director of Sustainability & Brand at EcoSafe Zero Waste, is a regenerative leader who bridges the gap between high-level brand strategy and deep ecological advocacy. With over a decade of experience in cleantech, she brings a "systems change" mindset to the heart of the circular economy.What if the secret to fixing our broken industrial systems isn't found in a boardroom, but in the ancient wisdom of the earth? We explore how a background in herbalism and ancestral medicine can fundamentally reshape our approach to environmental leadership and personal connection.Modern waste management is full of promises, but how much of it is actually working? We take a closer look at the innovative tools driving real diversion and the specific household items that are quietly revolutionizing how we handle our daily footprint.The journey toward zero waste is rarely a straight line. We dive into the uncomfortable truths regarding the "green" products we rely on and why true transformation requires us to fall in love with the very systems we often overlook.Join host Ved Krishna as he learns from inspiring guests and experts in the industry of sustainable packaging about ways to leave the planet cleaner and answer what is #GoodGarbage? Check out the Good Garbage podcast on YouTube, Spotify, Apple Podcasts and wherever you listen to podcasts about making the planet cleaner! Check out more on our journey! Get involved at pakka.com#composting #sustainability #packaging #environment #compostableProducer: Sargam KrishnaSubscribe to Good Garbage Podcast on Apple PodcastsSubscribe to Good Garbage Podcast on YouTube: @goodgarbageFollow us on Instagram: @goodgarbagepodcastGood Garbage Podcast, Ved Krishna, Samantha Davies, EcoSafe Zero Waste, Sustainability, Circular Economy, Composting, Compostable Packaging, Regenerative Agriculture, Systems Change, India Sustainability, India's Future, Family Business, Innovation, Technology, Modernization, Legacy, Future Vision, Waste Diversion, Zero Waste, Environmental Advocacy, Cleantech, Climate Action, Sustainable Branding, Green Innovation, Soil Regeneration, Nature Connection, Ayurvedic Medicine, Herbalism, Waste Management, Growth Strategy, Global Sustainability

Factor This!
This Week in Cleantech (12/19/2025) - Cleantech 2025: a year in review

Factor This!

Play Episode Listen Later Dec 19, 2025 25:37


Tell us what you think of the show! This Week in Cleantech is a weekly podcast covering the most impactful stories in clean energy and climate featuring Paul Gerke of Factor This and Tigercomm's Mike Casey.This week's episode features special guest Dana Clare Redden from our “Cleantecher of the Year” committee, who announced our “Cleantechers of the Year.”This Week in Cleantech — December 19, 2025 Electricity Is Now Holding Back Growth Across the Global Economy — BloombergFord pulls the plug on the all-electric F-150 Lightning pickup truck – NPRThere's a New Color for Hydrogen: Orange – Heatmap NewsTrump moves to dismantle major US climate research center in Colorado – USA TodayHow the planet fared in 2025 — the good, the bad, and the ugly — GristWant to make a suggestion for This Week in Cleantech? Nominate the stories that caught your eye each week by emailing Paul.Gerke@clarionevents.com

The Energy Gang
Energy Gang's year in review: the highs, the lows, the people and the technologies of 2025

The Energy Gang

Play Episode Listen Later Dec 18, 2025 61:09


It's the final Energy Gang of the year, and host Ed Crooks is joined by regulars Amy Myers Jaffe, Director of NYU's Energy, Climate Justice and Sustainability Lab, Shanu Mathew, a portfolio investor and manager, and Melissa Lott, a systems engineer and energy analyst, to take stock of an exciting year for energy.The buzzword of 2025 was undoubtedly AI. Data centres transformed the outlook for power demand, and rising electricity prices put pressure on a new US administration that is determined to focus on affordability. As the shockwaves from advances in AI spread out across the industry, everyone started talking about “bring your own power” and flexible loads on the grid. Meanwhile battery deployment soared, as businesses looked for solutions to the challenges raised by variable renewable generation and rising demand.The crew discuss permitting reform in the US, congestion pricing for cars in New York – one of the more positive stories of the year – and exciting times for nuclear power. The reality of new nuclear technologies was the subject of intense debate in 2025. Does the future of nuclear power really lie in small modular reactors, or do more established proven designs actually have a better chance to accelerate deployment? Join us for the hot topics that shaped energy in 2025, and will keep on making headlines in 2026.The article on air pollution reduction referenced by Ed and Melissa you can find here: https://news.cornell.edu/stories/2025/12/congestion-pricing-improved-air-quality-nyc-and-suburbsBooks mentioned on the show include: Breakneck: China's quest to engineer the future by Dan WangHouse of Huawei: The secret history of China's most powerful companyby Eva DouConsumed: How big brands got us hooked on plastic by Saabira ChaudhuriWe hope you have a great holiday season and a very happy New Year. The gang will be back on January 6th. Follow the show wherever you listen to podcasts. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Kingscrowd Startup Investing Podcast
Paladin Power: The Inverter Breakthrough Making Homes Truly Off-Grid

Kingscrowd Startup Investing Podcast

Play Episode Listen Later Dec 16, 2025 24:13


Read our deal analysis on PaladinPaladin Power CEO Ted Thomas—a U.S. Navy veteran with 20+ years in energy storage and the named inventor on multiple U.S. patents for stackable batteries and integrated power systems—joins Inside Startup Investing to explain how he helped pioneer integrated storage and why Paladin's patented, fire-safe, all-in-one system can make true home energy independence practical. We cover why the inverter is the real bottleneck, how Paladin's stackable 10 kW architecture fast-charges EVs and extends battery life, and how the single-device design replaces a tangle of inverters, batteries, and chargers for faster installs and lower cost. Ted shares traction (incl. enterprise wins like Disney), a revenue jump from < $1M to $7–$8M this year with $20M+ in sight, “Made in USA” manufacturing with Jabil, and what's next as Paladin pushes a decentralized power future.News: Paladin engages Aegis Capital Corp. for IPO advisory while it evaluates capital-markets options—no assurance of any IPO; timing/terms subject to market, regulatory and due-diligence outcomes.Chapters(00:00) We open with why batteries remain the bottleneck for EVs and home solar, and how Paladin's inverter-first architecture changes the equation; (03:28) Ted outlines the mission—make every home independent from the grid—plus why legacy systems were designed for grid-tie, not true autonomy; (06:58) we break down the bi-directional, stackable inverters (up to 80 kW in a compact footprint) and how routing solar directly to loads can double battery life; (09:15) cost and efficiency: delivering 30–60% lower system costs versus status-quo builds; (10:29) scaling: U.S. manufacturing with a contract partner, and why distribution/EPC channels are the fastest path to market; (12:00) whole-home power without load shedding, faster installs, and sub-90-minute at-home EV charging; (13:21) IP and moats: utility patents and why copycats face multi-year certification delays; (15:34) use cases and demand drivers—from Disney facilities to homeowners facing rising rates and outages; (20:56) generators vs storage: when backup gensets still make sense and when solar-plus-storage wins; (22:46) Ted's closing case for investors.

Factor This!
How are DER flexibility markets transforming the grid and enabling utility savings?

Factor This!

Play Episode Listen Later Dec 15, 2025 29:41


Tell us what you think of the show! Transforming the grid to meet skyrocketing energy demand isn't just about switching generation sources but is instead about fundamentally redesigning the entire energy market. It's going to require unlocking the true potential of every Distributed Energy Resources (DER) that we have, and integrating them seamlessly into a complex, resilient system. That's easy to say but exceptionally complicated to do logistically and in a way that makes sense for a given market, which is why we wanted to talk with someone who isn't just supporting this transformation, but is also actively working with utilities to better understand what's happening at the grid edge to make informed decisions. Jo-Jo Hubbard is the Co-founder and CEO of Electron, which helps network utilities and grid operators adopt and scale flexibility markets to manage grid congestion, improve connection rates, and lower bills. Among other things, we discuss:Why utilities need to shift from a static view of the distribution grid to a real-time, dynamic modelHow smart coordination of DERs creates a resilient and efficient gridWhat it means to make DER orchestration simpler and more compelling to utilitiesHow tiny efficiencies can lead to billions in savings at scale.The single biggest lesson learned that utilities need to have top of mind when designing their own DER aggregation and dispatch programsWant to make a suggestion for an upcoming episode? Get in touch to let us know what people, projects and technology you'd like to see us to further explore. Want to make a suggestion for This Week in Cleantech? Nominate the stories that caught your eye each week by emailing Paul.Gerke@clarionevents.com

ReEnergizing Communities
Breaking into Climate Tech and Clean Tech Transformations

ReEnergizing Communities

Play Episode Listen Later Dec 15, 2025 28:56


In this episode of Hi, Energy! We learn about the grid, climate tech startup culture, and California's special relationship to climate issues.  Josh Rothermel of SoCal Edison and formerly of Rivian and the UCLA Anderson Energy & Cleantech Association, joins Esteban to talk about having a career in clean energy. Josh and Esteban discuss simple but important questions like “what is the grid?” and “what is an internal combustion engine?” and so much more. Josh also shares his impressions of California's well-above-average climate consciousness.  Additional References from the podcast: After 4 Years And Billions Of Dollars, The Texas Grid Is Not Fixed  The Carbonauts  New episodes of Hi, Energy are coming out every month. So check out our Instagram and subscribe to the show on YouTube, Apple, Spotify, and wherever you get your podcasts or visit https://socalren.org/about/podcasts for full episodes and highlight reels coming soon.

Factor This!
This Week in Cleantech (12/12/2025) - Can these senators save NEPA?

Factor This!

Play Episode Listen Later Dec 12, 2025 19:55


Tell us what you think of the show! This Week in Cleantech is a weekly podcast covering the most impactful stories in clean energy and climate featuring Paul Gerke of Factor This and Tigercomm's Mike Casey.This week's episode features special guest Jael Holzman from Heatmap News, who wrote about several senators who came out against the SPEED Act, a bill that would change the National Environmental Policy Act, or NEPA.This week's "Cleantecher of the Week" is Ryan Johnson, the CEO of Culdesac Tempe, a rental development outside of Phoenix. He modeled a blueprint for living in a walkable place, so residents don't need to use cars. Johnson said quote, “It's one of the best things we can do for climate, health, happiness, low cost of living, and even low cost of government.” Congratulations, to Ryan!This Week in Cleantech — December 12, 2025 Federal judge throws out Trump order blocking development of wind energy – AP NewsHow a Nuclear-Fossil Fuel Alliance Is Winning the Fight for Energy Dominance — BloombergDriving Xiaomi's Electric Car: Are we Cooked? — Marques BrownleeWill the Self-Driving Cars of the Future Lower Emissions? — The New York TimesExclusive: Key Senate Democrats Oppose Permitting Bill — Heatmap NewsWant to make a suggestion for This Week in Cleantech? Nominate the stories that caught your eye each week by emailing Paul.Gerke@clarionevents.com

The Energy Gang
California's grid under pressure: affordability, AI, and the future of electricity markets

The Energy Gang

Play Episode Listen Later Dec 9, 2025 44:16


California is often described as the state where you can see the future of the US, and of the world. That has certainly been true in terms of some of the problems faced by the electricity grid. California has been grappling with the impact of wildfires and a big shift to renewable generation, and now faces the prospect of rising power demand from electrification and data centers.In this episode, host Ed Crooks and regular guest Amy Myers Jaffe of NYU talk to Elliot Mainzer, President and CEO of the California Independent System Operator (CAISO), to dig into how the state is tackling those challenges.California's electricity prices have nearly doubled in eight years, rising to about 32 cents per kilowatt hour for residential customers. Affordability has become a political flashpoint, as it has in many other parts of the US, and other countries around the world. Elliot explains how CAISO is using reforms of transmission planning and interconnection queues to help “bend the cost curve” downwards.The discussion also covers an important shift that is now under way in western power markets. Governor Gavin Newsom of California recently signed AB 825, advancing an independent regional governance structure for the emerging extended day-ahead market. Elliot outlines how implementing the new law could change reliability, capacity planning, and resource adequacy across 11 states.Another pressure point is AI, and the data centers needed to support it. While large load growth in California is more modest than in some other states such as Texas or Virginia, the state still expects 2.3 gigawatts of new data center demand by 2030. Ed and Amy question how much flexibility these data centers can provide, whether price pressure is pushing hyperscalers elsewhere in the US, and how CAISO will manage the all-important issues around siting and grid integration.The episode also dives into one of California's most contentious debates: the role for distributed energy resources and virtual power plants. Elliot discusses what CAISO can see, what it can't, and what needs to change for DERs to support affordability and reliability—while highlighting the remarkable performance of the state's battery fleet in avoiding Flex Alerts for the past three summers.Finally, the conversation looks ahead to California's longer-term energy future. The state has set an ambitious energy goals, including sourcing all its electricity from zero-ccarbon generation by 2045. To achieve that, many gigawatts of new renewables are still required, and wide-area coordination across the western US will have to live up to its full potential. As Elliot puts it, managing this grid is challenging, but “the challenge is energizing.”Stay tuned to The Energy Gang as we continue tracking the forces that are reshaping the power industry, from technology and finance to policy and climate.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Zero: The Climate Race
How China's engineering mindset won the clean-tech race

Zero: The Climate Race

Play Episode Listen Later Dec 4, 2025 26:37 Transcription Available


In his new book Breakneck, tech analyst Dan Wang argues China’s engineering mindset has given it an edge in all sorts of domains, including climate technologies, while America’s lawyerly mindset is holding it back. This week on Zero, Wang tells Akshat Rathi what the world can learn from China and how the US could start to compete on green tech in the future. This episode was recorded as part of the SOSV Climate Tech Summit. Explore further: Dan Wang’s book, Breakneck - Penguin China's Winning the Energy Exports Race - Bloomberg China’s Green Tech Firms Pour Billions Into Overseas Factories - Bloomberg Zero is a production of Bloomberg Green. Our producer is Oscar Boyd. Special thanks to Sommer Saadi, Mohsis Andam, Sharon Chen and Laura Millan. Thoughts or suggestions? Email us at zeropod@bloomberg.net. For more coverage of climate change and solutions, visit https://www.bloomberg.com/green.See omnystudio.com/listener for privacy information.

The Interchange
How are key renewable energies faring at the end of 2025? Guest host and energy analyst Bridget Van Dorsten talks through developments in geothermal, hydrogen and wind.

The Interchange

Play Episode Listen Later Dec 2, 2025 37:11


At the start of the year things were looking uncertain for nascent renewables like hydrogen and geothermal. With policy support from the previous US administration they had boomed with the IRA, then came July 2025 and the Trump administration's One Big Beautiful Bill, which tore up tax credits and removed incentives for those renewable technologies. As we approach the end of the year, has anything changed for the better? How are hydrogen, wind and geothermal looking as we prepare for 2026?Regular host Sylvia Leyva Martinez is on maternity leave until the middle of next year, so her fellow energy analyst Bridget Van Dorsten is stepping up to keep the mic warm. Bridget is an analyst researching hydrogen, but she has an engineer's understanding of technologies across the energy spectrum. She doesn't just cover that ‘frustrating, inefficient, expensive-to-move-around molecule' (as she calls it); she knows what's real in the energy world and what's just hype. To kick off her tenure as host she's picked out a few highlights from the year relating to those important renewables – geothermal, hydrogen and wind. Looking back on those conversations Sylvia had with experts on those fields, Bridget then gives the energy analyst's view on how things are progressing in the current policy environment. Expect in-depth analysis on what's changed, and the key stats and forecasts you need to know as 2026 approaches. Plus, Bridget looks back on the conversation Sylvia had with energy investors back in July, when we saw the oil and gas majors like Shell and Equinor announce they were scaling back their climate ambitions under pressure from investors. Bridget explores why the energy transition is unfolding slower than expected, how shareholder pressure is reshaping low-carbon strategies, and why companies like TotalEnergies and Shell have retreated from their plans to phase down fossil fuels. Bridget will be hosting until mid-next-year, and she wants to know what topics you want explored.Connect with the show and let us know what you want to hear, on LinkedIn, X or Bluesky at @interchangeshow, and follow the podcast so you don't miss the episodes coming in the new year.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Energy Gang
What happened at COP30? The key points on cutting emissions, adapting to a warming world, and raising the finance to pay for it

The Energy Gang

Play Episode Listen Later Nov 25, 2025 56:45


The COP30 climate talks in Belem wrapped up over the weekend, and reactions to the outcome were sharply divided. Simon Stiell, Executive Secretary of the UNFCCC, said “climate cooperation is still alive…we're undeniably still in it and we are fighting back.” Others said the COP had been another failure, with a final statement that amounted to “a form of climate denial”.To make sense of what really happened at COP30, and where the talks leave the global effort on climate change, host Ed Crooks is joined by three regular Energy Gang contributors who have been following the negotiations closely. Amy Harder is the national energy correspondent at the news service Axios, Lisa Jacobson is the president of the Business Council for Sustainable Energy, and Simon Evans is deputy editor of the website Carbon Brief. Together they discuss the arguments over COP30's statement on fossil fuels, the rise of climate adaptation as a key priority, and hopes for increasing flows of capital to lower-income countries.A pledge to triple adaptation finance for developing countries by 2035 is attracting a lot of scrutiny. Lower-income countries are pushing for clear plans for delivery, not just vague aspirations. What could those plans look like? Another key issue is China's complicated role in the energy transition. It is leading the way in manufacturing and deploying low-carbon energy technologies. But it is still adding coal-fired generation capacity at a rapid pace. Does it make sense to see China as a climate leader?It is a complex picture. The world is still off track for the Paris Agreement's climate goals, even after the latest round of country pledges on emissions, known as Nationally Determined Contributions. But solar, wind and storage are still on declining cost trends, and are making significant progress in many countries.Finally, Ed speaks with Gianpiero Nacci, who's Managing Director for Climate Strategy and Delivery at the European Bank for Reconstruction and Development, for a focused discussion on climate finance. Gianpiero explains why multilateral development banks such as the EBRD are being asked to do more, what makes adaptation harder to fund than mitigation, and what the new COP30 to COP31 roadmap means for climate finance, as focus shifts to next year's meeting, which will be held in Turkey a year from now.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Energy Gang
What happened in COP30's first week? Support for energy efficiency and a status report on methane show which climate initiatives are still making progress

The Energy Gang

Play Episode Listen Later Nov 19, 2025 52:49


Negotiations in the COP 30 climate talks are continuing in Belem, Brazil. The headlines are focusing on the divisions between countries that are shaping this year's climate talks. But despite the doom and gloom, there are some practical steps being taken to support the transition towards lower-carbon energy. There may be a notable lack of significant new pledges. But making a pledge is the easy part. Implementation is always harder, and that is the focus for COP30.At COP28 in Dubai two years ago, a goal was set to double the pace of global energy efficiency gains, from 2% a year to over 4% a year. Can we hit that goal, and what will it mean if we do?To debate those questions, Ed Crooks and regular guest Amy Myers Jaffe are joined by Bob Hinkle, whose company Metrus Energy develops and finances efficiency and building energy upgrades across the US. Bob is there at the talks in Belem, and gives his perspective on the mood at the meeting. The presence of American businesses at the conference this year is definitely reduced compared to other recent COPs. But Bob still thinks it was well worth him going. He explains what he gets out of attending the COP, why energy efficiency has a vital role to play in cutting emissions, and why he is still optimistic about climate action.Another initiative that came out of COP28 was the Oil and Gas Decarbonization Charter (ODGC): a group of more than 50 of the world's largest oil and gas companies, which aim to reach near-zero methane emissions and end routine flaring by 2030. Bjorn Otto Sverdrup is head of the secretariat for the OGDC, and he joins us having just returned from Belem.Bjorn Otto tells Amy and Ed that there has been some real progress in the industry. The 12 leading international companies that are members of the Oil and Gas Climate Initiative have reported some positive numbers: their methane emissions are down 62%, routine flaring is down 72%, and there's been a 24% reduction in total greenhouse gas emissions.There is still huge potential for cutting in total greenhouse gas emissions by curbing methane leakage and routine flaring worldwide. How can we make more progress? Bjorn explains the scale of the opportunity, the real-world constraints, and the growing role of new technology including satellites and AI in detecting leaks. Keep following the Energy Gang for more news and insight as COP30 wraps. Next week we'll talk about what happed, what was promised, what didn't happen, and what to expect on climate action in 2026.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Interchange
Energy policy, technology, and utility challenges: How industry leaders are overcoming barriers

The Interchange

Play Episode Listen Later Nov 18, 2025 37:32


Utility-scale clean energy projects in development are still facing connection queues and regulatory barriers. RE+ may be done for 2025, but the debate is still going. Host Sylvia Leyva Martinez, Research Director at Wood Mackenzie, sits down with three leaders who are driving progress from different corners of the energy transition, from utility-scale project development to digital grid optimisation and solar system reliability. Sylvia Leyva Martinez and her guests discuss how federal and state regulations shape project timelines and financing, the latest innovations in the grid and the future of interconnection studies, the supply chain outlook for developers and technology providers, and how policy and software are converging to accelerate the energy transition. In this episode you'll hear from: Angela Amos from AES Clean Energy - As Director of Commercial Strategy & Innovation, Angela brings a unique vantage point that bridges policy, finance, and market execution. Drawing on her experience at AES, Uplight, and FERC, Angela shares how developers are navigating an evolving regulatory landscape, adapting to federal and state policy shifts, and rethinking how technology integration shapes long-term strategy. She also discusses how AES is approaching supply chain partnerships and what “innovation” really looks like at a global energy developer. Lindsey Williams from Shoals Technologies Group - Lindsey is VP of Marketing & Communications at Shoals, and she joins Sylvia to unpack the latest in solar and storage performance. Building on Shoals' recent focus on EBOS (Electrical Balance of System), Lindsey reflects on how component design, reliability, and digital monitoring are redefining project outcomes. She also shares what she heard from the floor at RE+, including the big industry talking points shaping developer confidence and long-term investment certainty in clean energy infrastructure. Inalvis Alvarez Fernandez from Simple Thread - Inalvis is a Senior Energy Technology Engineer at Simple Thread, and she explains how digital tools like Minerva are helping reduce project backlogs, streamline utility processes, and unlock grid capacity faster. Inalvis also discusses the challenges clean energy companies face scaling renewables and how regulatory clarity can enable more efficient technology deployment. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Energy Gang
The COP30 climate talks are under way In Brazil. What is the point of the conference?

The Energy Gang

Play Episode Listen Later Nov 13, 2025 48:13


COP30, which began this week in Belém, Brazil, marks a decade since the Paris Agreement was adopted at COP21 in 2015. It's being billed as the “implementation COP”: instead of grand new announcements of international agreements, governments are supposed to be focused on delivering on the commitments they have already made. Host Ed Crooks and regular guest Amy Myers Jaffe welcome back Amy Harder, National Energy Correspondent at Axios. She says not every COP is created equally, and “this is definitely one of those COPs that are more of an ebb than a flow.”But that said, it doesn't mean COP30 will inevitably be unproductive. Amy Myers Jaffe, who is the Director of NYU's Energy, Climate Justice and Sustainability Lab, argues that COP30 “could wind up over time being seen as a more successful meeting than people are currently thinking it will be.”Instead of a new comprehensive global framework, the objectives for this year's talks will be a series of smaller-scale sectoral initiatives: scaling sustainable fuels, tackling industrial emissions, protecting forests, and aligning private capital with policy goals. The Energy Gang also welcomes to the show for the first time Lisa Jacobson, who is President of the Business Council for Sustainable Energy. She joins the show from Brazil to give the boots on the ground view as the conference begins. Previous COPs have generally put the mosh emphasis on government action. Lisa says that a focus on what's good for business might be a better way to spur change. Clean energy technologies are winning in many markets around the world because they make commercial sense. Policy can be helpful, but is it ultimately the business case that has to be what pushes the energy transition forward? Ed, Amy, Amy and Lisa debate the changes to US energy and climate policy, China's emissions trajectory, the global impact of EU measures, and how much of the clean energy build-out is now driven by economics rather than politics. And they wonder whether there is a central paradox in global climate policy. If the future of energy will be decided by market forces and national interests, not by anything that happens at COP30, is that a sign that the series of past COPs has been a success? We've got more coverage of COP30 coming soon, so make sure you're following us for all the key news and insight from Brazil. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Energy Gang
How are businesses rethinking energy and sustainability? COP30 starts in Belem as climate action falters

The Energy Gang

Play Episode Listen Later Nov 11, 2025 31:01


COP30, now getting under way in Belem, Brazil, has been billed as “the implementation COP”, which means a focus on governments taking real steps to achieve the goals of the Paris Agreement. We will be examining all the key issues for government negotiators in the talks very soon. But for this show, we are looking at the role of business. At New York Climate Week in September, the discussion was all about how businesses are facing up to the challenges of meeting growing demand for energy while also curbing emissions. With the rise of AI and broader electrification trends driving up power demand in some places at rates not seen for decades, sustainability goals are under pressure. Will companies abandon them? Or are they just finding new ways to decarbonise while keeping things going? Two companies in very different industries but both focused on similar goals, are Prologis and Trane. First up, host Ed Crooks speaks to Susan Uthayakumar, Chief Energy and Sustainability Officer at Prologis. She explains how the world's largest logistics real estate company is turning its vast rooftop space into a decentralized power network. It is building on-site solar, storage, and microgrids to keep global supply chains resilient, while generating new revenue streams.Then, Holly Paeper, President of Commercial HVAC for the Americas at Trane, describes how cooling systems are becoming a cornerstone of sustainable infrastructure. From AI-driven optimisation to data centres that can heat Olympic swimming pools, Holly talks about ways to reinvent thermal systems to reduce energy waste, enable grid flexibility, and turn buildings into active contributors to their communities.For all the breaking news and insight from COP30, follow Energy Gang wherever you get your podcasts. Expect our top team of energy experts, plus leaders from the worlds of business, finance and policy, as we break down what you need to know from the opening week of the talks.Got power? At HiTHIUM, we make sure the answer is always YES. Ranked Top 2 globally in battery shipments for 2025.HiTHIUM delivers safe, reliable, and profitable energy solutions that keep the clean energy transition powering forward. Let green energy benefit all. Trusted worldwide. Built to last.Reach out and let's talk energy that works - for good!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Energy Gang
Energy addition, not energy transition? What does it mean for the future of our energy system, and the climate? | Special episode recorded at ADIPEC, the world's largest energy event

The Energy Gang

Play Episode Listen Later Nov 8, 2025 45:16


As world leaders, businesses and NGOs start their journeys to Brazil for the COP30 climate talks, more than 200,000 people attended ADIPEC in Abu Dhabi, the world's biggest energy event. Energy Gang was there to bring you the highlights from the week's discussions. One of the key talking points was the theme of energy addition, rather than transition. In other words, the idea that new renewables and other low-carbon sources are adding to global energy supplies, rather than replacing fossil fuels. With forecasts showing an acceleration in power demand growth driven by AI, and the continuing need for increased energy supply to raise living standards in low and middle-income countries, calls for a rapid transition away from oil, gas and coal seem to many to be unrealistic. At ADIPEC, the conversation centred around the vision of new low-carbon supplies stacking on top of hydrocarbons, to reduce costs, increase access and cut emissions intensity. But there was confidence in the prospect of robust global demand for oil and gas, in particular, for decades to come. To debate that vision and assess what it means for the world, host Ed Crooks is joined by energy executives and analysts who have been part of the conversation. Dr Carole Nakhle is the founder and CEO of Crystol Energy, an independent advisory firm. She was first up to discuss whether decarbonisation targets are being pushed further into the future, and how they can be met if clean energy is complementing fossil fuels rather than replacing them. “Complementarity beats substitution,” Carole says. What does that mean for energy security, access and emissions? Next, Ed spoke with John Gilley, CEO of Kent, which designs and engineers assets for the energy industry, including both oil and gas and low-carbon technologies. John isn't worried about a slowdown in clean energy deployment. When energy is cheaper, it gets used, he says, and solar and wind keep winning on cost. He believes climate change is the greatest challenge of our times, and his purpose at Kent is to support ways to tackle it, while meeting the world's demand for energy. John and Ed talk it all through.Sascha Sissiou is sales director for the Middle East and Africa at Aerzen, a German manufacturer of equipment for oil and gas and other industries. Sascha argues that, far from the momentum towards decarbonisation slowing, it is actually speeding up, as reflected in demand from Aerzen's customers. Demand for flare-gas recovery and other emissions reduction technologies has grown, and Aerzen is rolling out new large compressors for the hydrogen industry. Sustainability standards now influence sourcing, logistics and manufacturing across industries from wastewater to petrochemicals. Next, Clay Seigle, senior fellow at the thinktank CSIS, talks about the implications of sustained oil demand for energy security. On climate, he highlights the importance of industry-led investments in methane controls and carbon capture. Looking ahead, permitting reform could emerge as the next big US energy story; Clay explains why. Finally, as the Energy Gang prepares to switch focus to COP30, Ed sat down with Bjorn Otto Sverdrup, who's the head of the secretariat for the Oil & Gas Decarbonization Charter. They bring together more than 50 leading oil and gas companies from around the world to work together to cut their emissions. Bjorn says the industry's top CEOs are staying the course on near-term decarbonisation goals with high impact - cutting methane and eliminating routine flaring by 2030 – because they make operational and reputational sense. There will be more to come on this issue at COP30. We will be bringing you all the big stories and exclusive commentary and analysis on COP30 from our energy expert friends, as well as some new voices. So don't forget to follow the show wherever you get your podcasts, to keep up with all our coverage of the climate talks over the next two weeks. This episode was recorded live at ADIPEC 2025, the world's largest energy event, held in Abu Dhabi from 3–6 November. With more than 205,000 attendees and 1,800 speakers, this year's theme - Energy Intelligence Impact - sparked vital conversations about the future of energy. Learn more about the event at adipec.comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Energy Gang
Speed to power: how can America accelerate the build-out of the next grid? | special episode from the ACORE Grid Forum in Washington DC

The Energy Gang

Play Episode Listen Later Nov 4, 2025 61:19


Electricity demand in the US is rising faster than it has in decades, driven by AI and a wave of investment in domestic manufacturing. But with transmission lines and other electricity infrastructure taking years to permit and build, how can America secure the power it needs fast enough to remain competitive?In this special episode of The Energy Gang, recorded at the ACORE Grid Forum in Washington DC, host Ed Crooks speaks with industry leaders, innovators, and policymakers tackling the challenge of “speed to power”, and asks them for their ideas on how to accelerate the build-out of the next grid.Ed begins the episode with Heather Reams, President of Citizens for Responsible Energy Solutions, who explains why bipartisan consensus on permitting reform is finally within reach, and what it will take to sustain political will through an election year.Next, Richard Kauffman, Chair of the Coalition for Green Capital, shares his perspective on how creative financing models and public-private partnerships can unlock investment for distributed and community-scale energy projects that strengthen the grid from the ground up.Ed then speaks with Rob Gramlich, Founder and President of Grid Strategies LLC, who breaks down the regulatory and planning challenges slowing progress on transmission and offers insight into the reforms needed to modernise America's grid for a new era of demand.Technology can help find solutions faster. Theodore Paradise, Chief Policy and Grid Strategy Officer at CTC Global, discusses how advanced conductors with carbon fibre cores can double transmission capacity without building a single new line. He also explains how CTC's new partnership with Google is accelerating the deployment of new transmission technology.Finally, Ray Long, President and CEO of ACORE, joins Ed to bring all the threads together, highlighting how political leadership, technology, and finance must converge if the US is to meet its rising power needs and remain globally competitive.This episode was recorded at the ACORE Grid Forum in Washington DC.You can also watch the full conversation in video format on YouTube - just search Energy Gang.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Energy Gang
AI could break the electricity grid. What do regulators and the industry need to do to keep the lights on?

The Energy Gang

Play Episode Listen Later Oct 30, 2025 59:47


What happens when the surge in electricity demand comes faster than we can build the infrastructure to support it? Live in front of an audience at the Council on Foreign Relations in New York, host Ed Crooks leads a conversation on the future of the US energy grid, skyrocketing load from data centers and electrification, and why politics keeps getting in the way of practical solutions. Neil Chatterjee, the former Chairman of the Federal Energy Regulatory Commission (FERC), has spent a long time working on the interaction of markets and policy in energy. He says: “America needs to take the politics out – or the lights go out.” Is overzealous federal regulation really undermining the reliability of the grid? How can we win support for realistic solutions that will keep the lights on and ChatGPT on line. Joining Ed and Neil to discuss these questions is regular guest Amy Myers Jaffe, who is director of the Energy, Climate Justice & Sustainability Lab at NYU. She proposes that AI might not be the cause of both blackouts and a climate catastrophe. She argues that we might actually save more energy from using AI than we consume in powering the data centers that support it.Debating the issues with Amy, Ed and Neil is Cecilio Velasco, managing director in infrastructure at KKR, a global investment firm that deploys capital in infrastructure. Cecilio brings the investor view on what it will take to unlock the trillions in capital needed for a reliable and resilient energy system in the age of AI. The panel address the uncomfortable truth that the US may need every available electron – from wind and solar to batteries to nuclear power and gas – to meet its goals.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.