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Host Brian Walsh takes up ImpactAlpha's top stories with editor David Bank. Up this week:“Patient capital to establish trust, efficacy and potential for scale in youth mental health startups,” by Hopelab's Nathaan Demers"After a commercial failure, AIM Horizon goes all in on impact for maritime decarbonization," by Jessica Pothering
Host: Tom Angus, Director of Conferences, Decarb ConnectGuest: Clay Bedwell, Associate Director of Platform and Partnerships, 3DegreesFor years, ambitious corporate renewable energy goals were built on simple targets and Excel spreadsheets. Today, those programs have expanded into complex portfolios spanning physical PPAs, virtual PPAs, spot RECs, green tariffs, and behind-the-meter solar across multiple jurisdictions. What was once a straightforward procurement task has quietly turned into a persistent drain on internal time, budget, and risk capacity.In this episode, Clay Bedwell outlines why software automation alone cannot solve modern portfolio friction, why customer revenue protection is redefining how organizations buy energy, and how sustainability teams can build a compelling case for portfolio risk management to skeptical CFOs.Key TakeawaysWhy corporate renewable portfolios have outgrown traditional spreadsheets.As organizations accumulate multiple contract types and counterparty arrangements, manual reconciliation becomes unmanageable. Escalating demands from internal stakeholders (spanning P&L impact queries from finance, audit preparation from sustainability, and target reporting from leadership) mean manual data aggregation is no longer operational.Customer revenue protection as a new driver for renewable allocation.Corporate buyers are no longer procuring renewable energy solely to meet internal target metrics. Using an example from the metals sector, Clay illustrates how commercial customers increasingly demand specific, audited renewable allocations before purchasing products. Demonstrating compliance at the customer level has transformed procurement into a tool for safeguarding revenue.The critical pairing of software platforms with human trading expertise.While software excels at routine PPA hygiene (such as invoice validation, production tracking, and contract management) it falls short during non-standard edge cases. Managing complex counterparty events, such as developer insolvencies or contract restructuring, requires direct market relationships and real-world trading experience alongside digital tools.How to frame the business case for skeptical CFOs.Repeatable financial value rarely comes from chasing quick, one-off PPA savings. Instead, the core ROI lies in portfolio risk management: stress-testing downside scenarios, evaluating long-term contract strips, and providing financial leadership with the confidence to scale programs responsibly as standards evolve.Navigating policy shifts and future-proofing buying strategies.With upcoming changes to the SBTi Corporate Net-Zero Standard and GHG Protocol Scope 2 guidance, corporate buyers must shift from short-term compliance mindsets to long-term strategic planning. Early adopters are moving away from bloated PPA exposure toward structured portfolio risk models and 24/7 carbon-free energy tracking.LinksConnect with Tom Angus on LinkedIn and discover how to engage with the Decarb Connect community.Connect with Clay Bedwell on LinkedIn.Learn more about 3Degrees Meridian.Sign up for the Decarb Connect Newsletter: Industrial EdgeLearn more about Industrial Connect Group's global events and membership network.
Crystal Ball tells all about her background at the Bonneville Power Administration, PNUCC's Northwest Regional Forecast, gas-electric coordination, and how power is all about people.
Chair Tawney discusses her path to being a regulator, the challenges and opportunities of meeting rising demand in Oregon, and how it relates to knitting!
This episode of People in Power features Danielle Hughes, a long-time resident of Lake Tahoe and CEO of Tahoe Spark (Supporting Permanent Affordable Residential Kilowatts). Tahoe Spark is a 501(c)(4) nonprofit regional energy and public policy organization focused on energy affordability, climate resilience, infrastructure transparency, and regulatory oversight in Liberty Utilities' California service territory. According to Hughes, Liberty residential utility customers lack a say in energy planning and procurement, a situation she says state energy regulators are allowing to happen. She also explores issues around the process by which Liberty is going about securing a new energy supply contract after its previous one was canceled by NV Energy.
Host: Alex Cameron, Founder & CEO, Industrial Connect Group LtdGuest: Grant Budge, CEO, PeroCycleEurope spent somewhere between eight and ten billion euros on hydrogen and CCS projects over the last decade. Grant Budge's rough calculation is that the same capital, deployed into carbon capture and utilisation, could have been removing three to six million tonnes of CO2 per year by now. Instead, we have a handful of projects that never crossed the line and an industry still arguing about infrastructure that doesn't exist. Grant was there for CCS v1.0. He knows why it stalled, and he has a clear view on what we keep getting wrong, as well as what could help drive the right capital to the right tech. PeroCycle is CEO of a team converting CO2 into carbon monoxide on site, no pipeline, no offsite infrastructure, negative cost of carbon abatement on a DRI steel plant at current European energy prices. That's the claim. In this episode, Grant walks through how they got there, what could still break it, and why the deeper problem in industrial decarbonization isn't the technology at all.Key Takeaways1. Why large corporate balance sheets have been part of the problem, not the solution. The assumption that big companies with big balance sheets would lead deployment shaped a decade of policy. Grant explains why that logic kept failing, and what it meant for the technologies that got backed as a result.2. The real reason hydrogen and CCS absorbed so much capital for so little output. It wasn't just bad technology choices. Grant traces it back to how the direction was set in the first place, and who was driving that conversation.3. What a global database of validated decarbonization technologies would actually change. Right now, an industrial company trying to compare options has no independent source to go to. Grant makes the case for why that gap exists, who could fill it, and what it would have meant if it had existed ten years ago.4. How PeroCycle moved from a cost of plus $50-60 per tonne of CO2 abated to minus $80. The engineering decisions behind that shift, and what they tell you about where most tech developers are leaving value on the table.5. The stage gate that will make or break the business case. Scaling to the steel sector means a first-of-kind plant costing $250-300 million for a pre-revenue startup. Grant explains the strategy for getting there without that number killing the story with investors.6. Why nickel and glass might matter more to PeroCycle right now than steel. The biggest market isn't always the right first market. Grant's thinking on this is worth hearing by anyone building deep tech for heavy industry.7. What investors actually want to see from industrial tech companies at TRL 4-5. Grant has been on both sides of this conversation. His read on what separates companies that keep the conversation alive from those that get screened out early is direct and practical.Links: · Follow Alex Cameron on LinkedIn and find how to get involved with the membership and work of Decarb Connect· Connect with Grant Budge, CEO, PeroCycle· Find out more about Perocycle and its projects· Join Alex and a network of hardtech investors and series B+ tech disruptors at Decarb TechInvest in Boston (September 2025)· Sign up for our newsletter Want to learn more about Decarb Connect?We provide insights and introductions that derisk decision-making and support industrial leaders in deploying decarbonization and low carbon product strategy. Our global membership platform, events and facilitated introductions support commercial decarb planning and business models around the world. Our clients include the most energy-intensive industrials from cement, metals and mining, glass, ceramics, chemicals, O&G and many more along with technology disruptors, investors and advisors. If you enjoyed this conversation, find out about our portfolio of events in US, Canada, UK and Europe – or explore our Decarbonisation Leaders Network (DLN), and learn why more than 200 members from the energy-intensive sectors have joined to share insights, meet partners who can accelerate their plans and why it's the most valuable network of its kind.
The following article of the Sustainability industry is: “Smart Decarbonization: Sustainability Is a Competitive Advantage” by Andres Friedman, Co-Founder & CEO, Solfium. (AA1438)
Should we view proptech as how humans transform physical space into something much more valuable and relevant than just the physical space? Why should building owners consider looking at proptech investment across their whole tech stack, rather than focusing only on individual, siloed solutions? How did Josephine use linguistics as a launching point to get into technology localization? What inspired Josephine to work in a startup after starting her career at Google? What was attractive about the built environment compared to other industries Josephine had worked in? How did Josephine's work around sustainability lead her to join the Carbon13 incubator program? Why has accurate, portfolio-wide building energy modeling become a critical need for asset owners? How has MapMortar automated the labor-intensive building energy modeling process? Why is MapMortar looking to engage with banks and utility providers?Josephine Bromley - COO & co-founder of MapMortar, joins Proptech Espresso to answer these questions and discuss how her Google onbcaoarding experience instilled a deep sense of personal ownership that she continues to lean on many companies.
Host: Alex Cameron, Founder & CEO, Industrial Connect GroupGuest: Rolf Kuby, Director General, EurominesAn EV is not carbon free on the day it rolls off the line. A wind turbine has a footprint before it generates a single watt. The materials these things are built from carry emissions too, and right now, most climate policy either ignores that or assumes someone else in the value chain will sort it out. Rolf Kuby has spent 30 years doing public affairs in Brussels and five of them running Euromines, the European voice of the mining industry. He has a clear view of where the system is broken.In this episode, Rolf maps the gap between Europe's decarbonization ambitions and the raw material supply chains those ambitions depend on. From the world's first fossil-free mine already operating in Sweden, to the IEA's projection that net zero requires six times current output of critical minerals by 2050, this is a conversation about the part of the transition that doesn't make the headlines but makes everything else possible.Key TakeawaysWhy your clean technology has a dirtier footprint than you think. Rolf explains the life cycle accounting that most climate conversations skip, and why ignoring it means the decarbonization model Europe is building isn't one the rest of the world can copy.The scale of what we actually need to mine. The IEA numbers are stark. If you want to understand the supply-side maths behind net zero, this is the clearest five-minute version of it you'll find.Why cheap energy is the single biggest lever Europe isn't pulling. Energy costs, not policy ambition, are the binding constraint on industrial decarbonization - what would actually change if Europe got electricity prices under control?What the Critical Raw Materials Act can and can't do. The CRMA is Europe's first serious attempt at supply-side policy for critical minerals. Rolf explains where it helps, where the money still isn't following, and why the US IRA is moving faster.Why the value chain keeps passing the cost problem sideways. No single sector can absorb the cost of transformation alone, but the current system lets everyone try. What would a functioning value chain model actually require?The silo problem, and whether Brussels is close to solving it. Feed-in tariffs without grid investment. EV policy without battery supply chains. Rolf names the inconsistencies, and is honest about whether the systemic thinking is catching up.End with a slice of optimism based on emerging projects and collaborationsLinks: · Follow Alex Cameron on LinkedIn and find how to get involved with the membership and work of Decarb Connect· Connect with Rolf Kuby, Director General of Euromines· Join Alex and a network of hardtech investors and series B+ tech disruptors at Decarb TechInvest in Boston (September 2025)· Sign up for our newsletter Want to learn more about Decarb Connect?We provide insights and introductions that derisk decision-making and support industrial leaders in deploying decarbonization and low carbon product strategy. Our global membership platform, events and facilitated introductions support commercial decarb planning and business models around the world. Our clients include the most energy-intensive industrials from cement, metals and mining, glass, ceramics, chemicals, O&G and many more along with technology disruptors, investors and advisors. If you enjoyed this conversation, find out about our portfolio of events in US, Canada, UK and Europe – or explore our Decarbonisation Leaders Network (DLN), and learn why more than 200 members from the energy-intensive sectors have joined to share insights, meet partners who can accelerate their plans and why it's the most valuable network of its kind.
Every morning, 26 million children in the US get on a school bus. It is the largest mass transit system in America, and it has barely changed in 80 years. There is no real-time tracking, no route optimization, and no visibility for parents. Bus drivers still rely on walkie-talkies and dispatchers still use fax machines. Nearly half a million diesel buses are moving those 26 million children, producing more than eight million tons of carbon annually. It is one of the most overlooked, high-impact decarbonization opportunities in the country. The question isn't whether this system will change. It's who is going to change it. Our guest has spent the last decade building the solution. Ritu Narayan is the Founder and CEO of Zūm, a full-service school transportation platform that is modernizing and electrifying the yellow school bus. Ritu grew up in India and was raised to value education and dream big. After graduating from the Delhi Institute of Technology (now NSUT), she moved to California where she became a product leader at Oracle, Yahoo, and eBay. She left a career at eBay to take the leap into entrepreneurship and started Zūm to solve a deeply personal problem: modernizing and electrifying student transportation. In our conversation, Ritu walks me through her journey, and what it takes to reimagine a system the whole country depends on and nobody talks about. Today, Zum serves more than 5,000 schools across 18 states and completed over 60 million student rides last year. Zum has raised $430 million from investors including Sequoia, SoftBank, GIC, and TPG, and launched the nation's first all-electric, vehicle-to-grid school bus fleet at Oakland Unified School District, returning energy to the electric grid while children are at school. About Powerhouse Innovation and Powerhouse Ventures Powerhouse Ventures backs seed stage founders building the future power system across energy, infrastructure, and AI. If you are thinking about building something in this space, get in touch with our team. Powerhouse Innovation is a best in class consulting firm, powered by the strongest energy innovation network, data and team in our industry. We partner with world's leading corporations, investors, and utilities to source and evaluate disruptive startups shaping the future of energy and industry. To hear more stories of founders building our energy abundant future, hit the “subscribe” button and leave us a review.
On this episode of Path to Zero, Tucker sits down with Stout to discuss natural gas, methane innovation, energy security, data center demand, and why he believes the industry has done a poor job telling its own story. The post 7.7 – The Overlooked Role of Natural Gas in Decarbonization with Robert Stout of the Natural Gas Innovation Network appeared first on Propane.
Corporate sustainability strategy is becoming a profit driver as AI, decarbonization, and resilience converge. Eva Riesenhuber, Global Head of Sustainability at Siemens AG and a 2025 TIME100 Climate honoree, joins Siemens USA President and CEO Ann Fairchild to unpack how corporate sustainability strategy is changing inside large organizations. They explain why decarbonization, climate resilience, and digital transformation are now reinforcing each other, and how industrial AI is reshaping what is possible at scale. Drawing on examples from industry, infrastructure, and mobility, Eva and Ann discuss why the cost of inaction is no longer theoretical. They explore how a modern corporate sustainability strategy can cut emissions, support circular operations, and strengthen systems, while still delivering measurable business value. Key takeaways: How corporate sustainability strategy is moving from ESG reporting to operational decision-making Where decarbonization and net-zero by 2030 efforts are creating real financial upside How companies are balancing industrial AI's energy use with sustainability gains Why resilience, from grids to supply chains, is central to corporate sustainability strategy What leaders need to prioritize as the energy transition accelerates toward 2030 For CEOs, operators, and sustainability leaders, this episode offers a clear view of where corporate sustainability strategy is headed and why long-term bets are paying off. Show notes Sustainability at Siemens
In this episode, Kristof sits down with sustainability expert Josh Jacobs to demystify the ins and outs of Life Cycle Assessments (LCAs), Environmental Product Declarations (EPDs), Product Category Rules (PCRs) and ISO Standards that are causing a decarbonization to happen around the world. Translating the complex data of an LCA into a standardized format, EPDs function as 'nutrition labels' for building materials, helping designers and specifiers count the 'carbon calories' of everything from steel girders to heat pumps. Josh and Kristof explore the critical shift from focusing exclusively upon operational carbon to including embodied carbon in the carbon reduction conversation, break down the cradle-to-grave phases of building materials, and offer actionable insights on using better data to make truly sustainable design decisions.Apologies that Kristof's mic was clipping. Josh JacobsJosh has helped numerous AHJs develop and implement sustainable purchasing policies and requirements, including but not limited to: the US General Service Administration, the US Military through the UFGS, the State of California, the city of New York, the Building Construction Authority of Singapore, and numerous universities and private businesses. Josh has also helped develop influential materials, human health, product emissions, and indoor air quality criteria in numerous global codes and rating systems, including but not limited to LEED v4 and v4.1, Fitwel, Green Globes, CALGreen, IgCC, ASHRAE 189.1, and BREEAM. He also works with organizations investor relations and sustainability teams to understand ESG financial reporting tools such as SASB, GRI, and TCF along with looking at their carbon footprint.Links from the EpisodeOrganizations Mentioned:MEP2040: An organization and steering committee focused on decarbonizing mechanical, electrical, and plumbing systems.WAP Sustainability Consulting: A large life cycle assessment organization that helps manufacturers create EPDs.SLR: A global environmental and advisory firm that owns WAP.USGBC: The U.S. Green Building Council, associated with the LEED rating system.ASHRAE: The American Society of Heating, Refrigerating and Air-Conditioning Engineers.ISO: The International Organization for Standardization.NSF: An organization with an EPD program (distinct from the National Science Foundation - originally focused on water certification).UL: Underwriters Laboratories, an early EPD program operator in North America.ICC-ES: The International Code Council Evaluation Service, an EPD program operator.ASTM: An organization that features an EPD program.ANSI: The American National Standards Institute.CIBSE: The Chartered Institution of Building Services Engineers based in the UK.NAHB: The National Association of Home Builders.Standards and Financial ToolsISO 14040 / ISO 14044: International standards that provide the framework and guidelines for conducting LCAs.ISO 14025: The standard that governs how program operators run EPD programs and dictates what should be included in an EPD.ISO 21930: The overarching Product Category Rule (PCR) for building materials typically used in the Americas.EN 15804: The European equivalent to ISO 21930.ISO 20400: The standard for Sustainable Procurement.ASHRAE 189.1: A standard for the design of high-performance green buildings.IgCC: The International Green Construction Code.CIBSE TM65 / North American CIBSE/ASHRAE TM65: A standard that approximates an LCA to provide directionally accurate information when a full EPD is not available.SASB, GRI, TCFD: Sustainable financial reporting tools used by organizations and investor relations teams.TeamHosted by Kristof IrwinEdited by Nico MignardiProduced by M. Walker
In this episode, Ernesto Guevara, Director of Sustainability Business Development, Ebara Elliott Energy, discusses sustainability and decarbonization in the energy sector. He explores the three pillars of decarbonization, and the importance of digitalization and workforce development in adapting to new energy technologies. The conversation also highlights the emerging markets of low-carbon ammonia and hydrogen, as well as the strategies for maintaining a sustainable and reliable supply chain.
Host: Alex Cameron, Founder & CEO, Decarb Connect Guest: Bilal Hussain, Co-founder, Artio CarbonCarbon markets have a credibility problem, and most of the proposed fixes sit on the same side of the transaction. Bilal Hussain is building on the other side. As co-founder of Artio Carbon, he's spent years assessing carbon projects from the inside, and what he found was a market where capital was circling projects it couldn't trust, and projects couldn't scale because no one would stand behind them. Insurance, done properly, solves that.In this episode, Bilal walks through what underwriting a carbon project actually looks like, from biochar machines with 24-hour test histories to abandoned well projects where the leak has been visible for decades. He explains why execution and counterparty risk are the real questions insurers should be asking, not methodology quality, and what that distinction means for how climate finance moves from promise to delivery.Key TakeawaysWhy better due diligence still isn't enough - what can insurance due diligence uncover that analysts sometimes miss? The one question that separates a financeable project from an unfundable one. It's not about credit quality or methodology - find out what insurers are actually asking, and why that question matters more than any ratings report. How to spot a project that will fail before it does. From unproven machines to developers promising 100% of expected output, Bilal walks through the specific red flags his team uses to walk away, and what good looks like by comparison. Why the projects landing on Artio's desk right now are the most investable they've ever been. If you've had a tough 12 months in the energy transition space, this perspective is worth hearing. What carbon tax regimes in Asia mean for your pipeline. CBAM is creating a downstream effect that most people haven't fully mapped yet - find out where the financing gap opens up and where insurance fits in. The deal structures where insurance changes the outcome. Not every buyer or developer needs the same product - find out who actually carries the risk in different transaction types, which changes who should be buying cover. What a mature carbon insurance market looks like, and how far away it is. Links: · Follow Alex Cameron on LinkedIn and find how to get involved with the membership and work of Decarb Connect· Connect with Bilal Hussein, Co-Founder of Artio· Artio at London Climate Week 2026: “Bridging the Disconnect” – connecting nature to finance and Step into the data· Access Artio's recently published CORSIA Market Forecast 2026· Join Alex and a network of hardtech investors and series B+ tech disruptors at Decarb TechInvest in Boston (September 2025) Want to learn more about Decarb Connect?We provide insights and introductions that derisk decision-making and support industrial leaders in deploying decarbonization and low carbon product strategy. Our global membership platform, events and facilitated introductions support commercial decarb planning and business models around the world. Our clients include the most energy-intensive industrials from cement, metals and mining, glass, ceramics, chemicals, O&G and many more along with technology disruptors, investors and advisors. If you enjoyed this conversation, find out about our portfolio of events in US, Canada, UK and Europe – or explore our Decarbonisation Leaders Network (DLN), and learn why more than 200 members from the energy-intensive sectors have joined to share insights, meet partners who can accelerate their net zero plans and why it's the fastest growing network of its kind.
Can Europe secure the critical raw materials it needs without stepping back from global trade? Recorded at the Circular Sovereignty Forum at IFAT Munich, with Susanne Kadner of Circular Republic, João Merico of the Ellen MacArthur Foundation, and Roland Gauß of EIT Raw Materials, on the link between circularity, geopolitics, and supply security. What you'll hear in this episode: • What companies actually want from EU regulation: predictability above all. First movers need to know the rules they invested in will not be reversed by the next reform. • Why recycling alone will not close the gap. Reuse, leasing, and product as a service have to scale alongside it, even when fast innovation cycles make reusing yesterday's components harder. • Why venture money is shifting toward Europe as US green subsidies are rolled back, and where Europe still loses ground on a level playing field. The episode also covers Europe's urban mines and the secondary raw materials in them, and the case for diversifying supply rather than concentrating it on single suppliers. This is the first episode in the Circularity.fm IFAT special, recorded at IFAT.
Industrial emissions make up roughly a quarter of global CO₂ emissions, yet many of the most promising climate tech companies remain largely unknown outside specialized circles. This episode explores 95 startups attacking some of the hardest decarbonization challenges across steel, cement, chemicals, heat, fuels, mining, and manufacturing.In addition, I cover one startup turning solar into a 24/7 firm, clean power.Industrial heat is becoming a major battleground — Companies are replacing fossil-fuel-fired boilers and furnaces with thermal batteries, electrified heat systems, and long-duration energy storage solutions.Cement and concrete innovation is scaling — Startups are reducing process emissions through alternative chemistries, carbon mineralization, supplementary cementitious materials, and low-carbon production methods.24/7 solar and clean power are emerging as a new category — Companies are combining solar, storage, and dispatchable energy systems to deliver around-the-clock clean electricity rather than intermittent renewable generation.Steel and metals are entering a new era — Entrepreneurs are commercializing green hydrogen, electrolysis, scrap optimization, and novel production pathways to lower emissions from some of the world's most carbon-intensive industries.Chemicals and fuels are being reinvented — Companies are developing sustainable feedstocks, e-fuels, carbon utilization technologies, and alternative chemical manufacturing processes.The winners may not be the most obvious companies — Industrial markets reward reliability, economics, and operational simplicity, meaning some of the biggest future climate tech successes may emerge from sectors receiving far less attention than AI, EVs, or consumer technologies.--Join our confidential CEO community.Private CEO group for VC/PE-backed climate tech founders navigating capital, strategy, and scale. Capped at 45 CEOs. See if you're a fit → entrepreneursforimpact.comJoin 40,000 professionals who get our newsletter.Climate tech finance, strategy, leadership. 2-min read. → entrepreneursforimpact.substack.comLeave a podcast review.If you got value, take 30 seconds and do the community a favor. It helps push more capital and talent toward scalable climate solutions.
♻️ The Green Impact Report Quick take: Tanya Eagle has spent her career proving that sustainability isn't a "nice to have" — it's a smarter way to design, operate, and future-proof buildings. In this episode, the LEED Fellow and JLL sustainability leader shares why the future of green building is bigger than certifications and how decarbonization, wellness, resilience, and material health are converging into one holistic strategy.
Energy and Environmental Economics Partner talks with CEM Associate Editor Abigail Sawyer about the changing shape of resource adequacy in the Desert Southwest as utilities try to thread the needle on reliably meeting a new level of "baseload demand" while striving for affordability and meeting state clean energy goals.
Host: Alex Cameron, Founder & CEO, Decarb ConnectGuests: Jon Stewart, CEO and Tom Brown, Head of Business Development and Commercial Strategy, Binding SolutionsThe steel industry accounts for roughly 8% of global emissions and has made some of the loudest net zero commitments in heavy industry. But talk to the mills privately and most will tell you they are not on track. The dominant solutions, hydrogen, carbon capture, EAF transition, are either years away, eye-wateringly expensive, or both. Meanwhile, there's a supply chain vulnerability that almost nobody is talking about publicly: pellets. Every major decarb pathway for steel needs them. Producing them at scale costs a billion dollars and most of Europe buys from a handful of suppliers with almost no leverage. Today we're talking to the team at BSL about whether the industry is solving the wrong problems first, and what a lower-cost, modular alternative on something as fundamental as pellets can do for price and targets.Find out why the gap between published net zero roadmaps and what steel mills actually believe is achievable this decade is wider than most people assume. Explore why agglomeration, the pellet-making step, may offer more near-term commercial leverage than hydrogen or CCS, despite attracting a fraction of the policy attention and capital. Learn how a billion-dollar plant cost becomes a structural barrier that shapes who controls the global pellet supply chain, and why European mills are more exposed than they publicly acknowledge. Hear how a technology that works across both blast furnace and DRI pathways makes its case in an industry where most capital decisions are implicitly picking a winner. Find out about Binding Solutions strategic and financial investors as well as their path forward- and where value sits in deep-tech industrial business like this one. Links: · Follow Alex Cameron on LinkedIn and find how to get involved with the membership and work of Decarb Connect· Connect with Jon Stewart, CEO· Learn more about Tom Brown, Head of Commercial Strategy· Check out a video about the team ‘s work with British Steel· Read a paper by one of BSL's scientists and a British Steel expert · Join Alex and a network of hardtech investors and series B+ tech disruptors at Decarb TechInvest in Boston (September 2025) Want to learn more about Decarb Connect?We provide insights and introductions that derisk decision-making and support industrial leaders in deploying decarbonization and low carbon product strategy. Our global membership platform, events and facilitated introductions support commercial decarb planning and business models around the world. Our clients include the most energy-intensive industrials from cement, metals and mining, glass, ceramics, chemicals, O&G and many more along with technology disruptors, investors and advisors. If you enjoyed this conversation, find out about our portfolio of matchmaking events in US, Canada, UK and Europe – or explore our Decarbonisation Leaders Network (DLN), and learn why more than 80 companies the energy-intensive ecosystem have joined to meet the right partners who can accelerate their net zero plans and why it's the fastest growing network of its kind. (19:38) - Marker 01 (33:52) - Marker 02
In this episode of the Passive House Accelerator Podcast, Ilka Cassidy chats with Marty Josten and Ashley Wisse of New Ecology. Marty and Ashley describe the nonprofit's 26-year mission to preserve and improve affordable housing through sustainability, building performance, health, and resiliency, using a hybrid fee-for-service and grant-funded model. They discuss evolving embodied-carbon requirements, regional market differences, misconceptions about Passive House cost, and innovations like drain water heat recovery, as well as engaging lenders and maintaining focus amid political and funding pressures.https://www.newecology.org/Thank you for listening to the Passive House Podcast! To learn more about Passive House and to stay abreast of our latest programming, visit passivehouseaccelerator.com. And please join us at one of our Passive House Accelerator LIVE! zoom gatherings on Wednesdays.
The discussion draws on insights from leading climate investors, including Voyager Ventures, Decarbonization Partners, MassMutual Ventures, SOSV, SJF Ventures, Energy Impact Partners, Spring Lane Capital, Climate Insiders, and Tailwind.Examples of what we discussed:Clarity beats complexity – If a non-expert cannot explain your differentiation after one conversation, your positioning still needs workLead with the risks – Founders who proactively surface weaknesses build trust faster than those who hide themDesperation is visible – Targeted fundraising and calm execution outperform broad outreach and forced urgencyAnd also...The $1T Industrial Heat Problem Most Startups Underestimate | TempoIndustrial heat is one of the largest decarbonization opportunities in the world. This second portion explores how to commercialize hard-tech infrastructure without falling into the common traps that slow adoption.Pasquale Romano is the CEO of Tempo and a four-time CEO with multiple successful exits. He shares lessons from building and scaling industrial energy businesses.Examples of what we discussed:Avoid rip-and-replace projects – Technologies that integrate with existing infrastructure face dramatically lower adoption barriersDesign for logistics first – Shipping, installation, and transport constraints often determine scalability more than technology performanceStart with narrow deployments – One successful plant can become the proof point that unlocks broader adoption--Join our confidential CEO community.Private CEO group for VC/PE-backed climate tech founders navigating capital, strategy, and scale. Capped at 45 CEOs. See if you're a fit → entrepreneursforimpact.comJoin 40,000 professionals who get our newsletter.Climate tech finance, strategy, leadership. 2-min read. → entrepreneursforimpact.substack.comLeave a podcast review.If you got value, take 30 seconds and do the community a favor. It helps push more capital and talent toward scalable climate solutions.
What comes next for sustainable finance debt markets? The energy transition's momentum has shifted towards more pragmatic rationales, including energy security, sovereignty and critical supply chain resilience. In this episode, we discuss why, despite headwinds arising from global trade tensions, Asia remains a contributing force for the “pragmatic transition”, the favorable conditions supporting renewable investment, as well as the opportunities for both the public and private sectors. Host: Giulia Calcabrini, Assistant Vice President, Analyst, Moody's Ratings Guest: Rahul Ghosh, Managing Director, Head of Global Sustainable Finance & Emerging Markets, Moody's Ratings Related Research: Sustainable bond issuance on track to be flat versus 2025 levels after mixed quarter (Data Story) 12 May 2026 Carbon Transition – Asia-Pacific – Transition finance to expand as credible pathways emerge 19 March 2026 APAC Sustainable Finance Summit 2026 (Replay) 24 March 2026 In Person Event: Unlocking Capital for Climate Resilience: From Data to Decisions - London Climate Action Week 24 June 2026 © 2026 Moody's Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody's information made available in this video. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The rapid expansion of AI-driven data centers is putting unprecedented pressure on energy supply, emissions and water availability. At the start of 2026, S&P Global named AI and data center growth as a top sustainability trend to watch, and it was a dominant theme at both Climate Week Zurich and CERAWeek 2026 in Houston, where the conference title was "Convergence and Competition." In this episode of the All Things Sustainable podcast, we explore how the tech and energy industries are converging to meet the growing power demands of AI while also protecting the planet and local communities. In three interviews from the sidelines of CERAWeek, we ask how companies can deliver reliable energy to power AI without sidelining affordability, emissions, water and community concerns. Arshad Mansoor, President and CEO of the Electric Power Research Institute (EPRI), explains how the research organization is convening stakeholders across the energy ecosystem to meet growing energy demand. "Without convergence, without the stakeholders coming together to solve critical policy issues, technical issues, regulatory hurdles, we will not be able to bring speed to power," Arshad says. We talk to Alexis Bateman, Head of Sustainability at Amazon Web Services (AWS), the cloud-computing and technology services subsidiary of Amazon. She discusses why one of the world's largest hyperscalers takes a "multipronged" approach to powering AI infrastructure that balances grid reliability and sustainability. "We have to play both sides of the coin," Alexis says. "We have customers that are reliant on our cloud services every single day, and so we have to be a reliable partner for them. At the same time, our first choice will always be carbon-free energy and making sure that we have a steady supply." And we sit down with Lydia Krefta, Senior Director of Electrification and Decarbonization at one of the largest US utilities, Pacific Gas and Electric Company. PG&E operates in the heart of Silicon Valley, and Lydia explains how the utility is managing the build-out needed for both electrification and data centers. Lydia also highlights a less-discussed bottleneck in the AI build-out: human capital. Even where capital and technology exist, utilities still need enough skilled workers to plan, permit and construct the infrastructure required to meet surging demand. Further reading and listening: Beneath the surface: Water stress in data centers | S&P Global CSO Insights: California's biggest utility talks decarbonization, climate adaptation and AI energy demands | S&P Global S&P Global's Top 10 Sustainability Trends to Watch in 2026 | S&P Global Copyright ©2026 by S&P Global DISCLAIMER By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. Any unauthorized use, facilitation or encouragement of a third party's unauthorized use (including without limitation copy, distribution, transmission or modification, use as part of generative artificial intelligence or for training any artificial intelligence models) of this Podcast or any related information is not permitted without S&P Global's prior consent subject to appropriate licensing and shall be deemed an infringement, violation, breach or contravention of the rights of S&P Global or any applicable third-party (including any copyright, trademark, patent, rights of privacy or publicity or any other proprietary rights). This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties. S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
How does carbon capture actually work, and what does it take to make it commercial? Jörn Jakob, Director Innovation at EEW, and Eike Diedecke, who oversees the carbon capture pilot at the Delfzijl site, share what they are learning from the pilot project. What you'll hear in this episode: • Where the CO2 in waste actually comes from, and the impact of different waste compositions • How the capture process works step by step • What needs to fall into place for carbon capture to scale The episode also covers why EEW chose the Netherlands as the first pilot site, and where the team is looking for partners on capture technology and CO2 utilisation. This is the fourth episode in "Incineration in the Circular Economy," a series sponsored by NEEW Ventures.
Marta Sjögren, Founder and CEO of Paebbl, joins Alex Cameron, Founder of Decarb Connect, to talk about one of the hardest problems in deep tech: getting a whole industry to move together. Cement and concrete touch nearly every built asset on the planet, yet the value chain is fragmented, margin-sensitive, and deeply risk-averse. Marta breaks down how Paebbl is navigating that from the inside, with investors across the stack and a carbon-neutral bridge in the Netherlands already in the ground.This conversation goes deep on what "value chain activation" actually looks like in practice, where adoption breaks down, how to map incentives across buyers with completely different risk profiles, and what it takes to get a first-of-a-kind project from interest to commitment. If you are building in hard materials, construction, or industrial decarbonisation, this one is worth your time.What you will take away from this episodeWhy having investors across the value chain changes deal dynamics, not just your cap table opticsHow to map incentives when your buyers operate on completely different margins and procurement timelinesWhere low-carbon materials most commonly stall, and who in the middle is the real blockerWhat actually moved Paebbl's carbon-neutral bridge project from conversation to constructionWhy value chain activation is market-specific, and which regulatory environments structurally make it easierHow to keep stakeholders engaged at first-of-a-kind scale when every risk feels novelWhat the EU's reindustrialisation push and low-carbon procurement rules mean for companies building in this spaceAbout MartaMarta Sjögren is the Founder and CEO of Paebbl, a deep tech company turning CO2 into a construction material that can decarbonise cement and concrete at scale. She has built Paebbl from first principles, deliberately structuring the business and its investor base to unlock a notoriously slow-moving industry.Show LinksConnect with Marta Sjögren, Founder and CEO, Paebbl Connect with Alex Cameron, Founder and CEO, Decarb Connect Find out more about Decarb Connect via, Including our European Event in Hamburg (June 2-3)
What role does waste incineration play in the circular economy and in the transition away from fossil fuels? Sebastian Siewers, Head of Energy at EEW, talks about the contribution of waste-to-energy plants to the circular economy, and the energy system. What you'll hear in this episode: • The business model behind waste to energy: where the revenue comes from, what drives costs, and why CO2 is becoming a major factor. • What grid flexibility means, why it has become more important than total energy supply, and how negative pricing hours in Germany have more than doubled since 2023. • Why heat and steam are local infrastructure products and how German municipalities are starting to plan around them. This is the second episode in "Incineration in the Circular Economy," a series sponsored by NEEW Ventures.
In this episode of People in Power, California Energy Markets Staff Writer Linda Dailey Paulson dives into Western energy prices, which due to a variety of factors have seen extreme volatility, including negative prices in the triple digits. Along with CEM Associate Editor Abigail Sawyer and CEM Managing Editor Jason Fordney, Linda takes a general look at real-time and 15-minute day-ahead power price trends, exploring topics such as what increased renewables mean, why batteries are not able to take up excess solar, and what's happening with demand.
In this episode of the All Things Sustainable podcast, we're talking to the Chief Sustainability Officer of one of the largest utilities in the US — Pacific Gas and Electric Company (PG&E). PG&E is a combined natural gas and electric utility serving more than 16 million people across 70,000 square miles in Northern and Central California. During San Francisco Climate Week 2026, we sat down with Aaron Johnson, who took on the CSO role at the start of the year. Aaron explains PG&E's long-term decarbonization strategy and the utility's investments in adaptation measures to address climate hazards like wildfire and sea level rise, which are priorities in PG&E's California markets. He also discusses growing energy demand from data centers to power booming AI usage — a topic that is front and center in the San Francisco Bay Area and Silicon Valley. Aaron says PG&E is seeking to attract data center load to PG&E's service territory while driving down costs for customers. Across all these topics, Aaron explains how PG&E is balancing sustainability, affordability and energy security. "I don't think it's an either/or," he says. "They all come together. The organizing principle for us as a company is that triple bottom line concept of people, planet and prosperity." This interview is the latest installment in our CSO Insights podcast series, where we talk to Chief Sustainability Officers around the world about how they're navigating the changing sustainability landscape. Listen to all the episodes here: CSO Insights by All Things Sustainable - YouTube Further reading: How high-resolution data translates flood risk into financial risk | S&P Global Why climate adaptation is key to US energy expansion | S&P Global Upcoming events: The All Things Sustainable podcast will be live in London April 29. Learn more and register to attend: Sustainable1 Summit 2026: Turning Uncertainty into Opportunity | S&P Global All Things Sustainable is the official podcast of the inaugural Climate Week Zurich May 4-9. Learn more here: Climate week Zurich 2026 : Turning Uncertainty into Opportunity | S&P Global Copyright ©2026 by S&P Global DISCLAIMER By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. Any unauthorized use, facilitation or encouragement of a third party's unauthorized use (including without limitation copy, distribution, transmission or modification, use as part of generative artificial intelligence or for training any artificial intelligence models) of this Podcast or any related information is not permitted without S&P Global's prior consent subject to appropriate licensing and shall be deemed an infringement, violation, breach or contravention of the rights of S&P Global or any applicable third-party (including any copyright, trademark, patent, rights of privacy or publicity or any other proprietary rights). This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties. S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
The International Maritime Organization's MEPC 84 meeting will set the course for how fast and how far global shipping decarbonizes. From contested carbon pricing to redefining fuel standards, these negotiations will influence billions in investment and the future energy mix. Join Argus experts Siew Hua Seah and Gabriel Tassi as they break down: Why the Net-Zero Framework is dominating the agenda How competing proposals from key nations could reshape targets What the uncertainty means for fuels, compliance, and market participants
On this week's installment of Weathering Decarbonization, we welcome Martin Malinow, CEO of Parameter Climate, into the SmarterMarkets™ studio. David Greely sits down with Martin to discuss his work building weather and climate risk transfer markets from the days of Enron to today. They talk about where these markets are now, where they're going, and what we need to be doing to get them there.
On this week's episode of the RealClearInvestigations Podcast, RCI Editor J. Peder Zane and RCI Senior Reporter James Varney speak with Roger Pielke Jr., a fellow at the American Enterprise Institute, about his article detailing how Al Gore's seminal 2006 book and film on climate change, “An Inconvenient Truth,” helped politicize science. In our round-up of the week's best investigative reporting, Zane and Varney discuss Paul Sperry's article for RCI on newly declassified documents showing how a top government official fast-tracked a politically compromised whistleblower complaint in 2019 that ultimately triggered the first impeachment of President Trump. They also discuss the sexual accusation that forced Rep. Eric Swalwell to resign from Congress – and why this evidently widely-known questions about his conduct had not been reported until now. 00:00 Introduction to the Podcast and Guest 01:00 Impeachment Insights and Partisan Politics 07:05 The Eric Swalwell Controversy 16:05 Legacy of Al Gore's Climate Advocacy 17:01 The Evolution of Climate Change Discourse 22:08 Current Understanding of Climate Science 28:00 Global Perspectives on Climate Change 29:14 Decarbonization and Energy Sources 31:28 The Politicization of Science 38:35 Millenarianism in Climate Science 42:47 Finding Common Ground in Climate Policy 46:38 The Impact of COVID on Public Trust 50:39 The Future of Academia and Climate PolicyArticles Discussed in This Podcast: Roger Pielke Jr.: The Legacy of Al Gore's "An Inconvenient Truth" 20 Years Later Paul Sperry, CI: BREAKING: Newly Declassified Docs Reveal Bias of Impeachment 'Whistleblower' Paul Sperry, RCI: The Beltway's 'Whistleblower' Furor Obsesses Over One Name Washington Post: How Eric Swalwell Rose Despite Disturbing Reputation American Prospect: Eric Swalwell and the Death of Accountability Sign up for the RealClearInvestigations Newsletter. Watch each episode on the RealClearPolitics YouTube ChannelContact us with your thoughts and feedback: jpederzane@realclearinvestigations.com
Dave McColl is Executive Director of Stanford Climate Ventures (SCV), a program designed to help students build climate companies through rigorous go-to-market strategy and hands-on company building. SCV is a project-based course at Stanford University that has helped launch dozens of startups across energy, infrastructure, and industrial decarbonization. In this episode of Inevitable, Yin Lu, General Partner at MCJ, sits down with McColl to unpack the SCV playbook—from “earned secrets” to the importance of customer discovery. The conversation also features three founders who came out of the SCV ecosystem: Carla Pinzon, Founder of Expand Power, solid-state transformers for a more flexible grid Raj Tilwa, Founder of Focal, personalized heating systems for commercial spaces Nico Pinkowski, Founder of Nitricity, decentralized fertilizer with air, water, and renewable power Together, they share how SCV shaped their companies, from early pivots and customer insights to product-market fit, and what it takes to build sustainable businesses. Episode recorded on March 13, 2026 (Published on April 14, 2026). In this episode, we cover: (0:00) An overview of Stanford Climate Ventures (SCV) (5:12) The origin of SCV and its community-driven model (10:14) How SCV works: discovery, iteration, and “earned secrets” (16:25) The biggest founder mistake: ignoring the customer (18:56) What predicts success: discovery volume and team dynamics (25:51) Carla Pinzon (Expand Power): solid-state transformers for a modern grid (32:21) Finding product-market pull through customer discovery (35:56) Raj Tilwa (Focal): personalized heating vs heating entire spaces (44:21) 100+ interviews to find a real painkiller in hospitality (52:10) Nico Pinkowski (Nitricity): decentralized fertilizer production (58:31) How product-market fit can take years Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at info@mcj.vc.Connect with MCJ:Cody Simms on LinkedInVisit mcj.vcSubscribe to the MCJ Newsletter*Editing and post-production work for this episode was provided by The Podcast Consultant
When the workings of an electricity market come to the attention of the White House, it's usually a sign that something's wrong. Back in January, 13 state governors went to the White House to agree plans for PJM, the largest electricity market in the US. The market is scrambling to find more energy supply to keep up with the boom in data centers, while holding down ratepayers' bills. Managing the PJM grid is one of the toughest jobs in the US power industry. And these days it is being carried out in the full glare of political and public scrutiny.If you want to understand the pressures bearing down on the US electricity, PJM is the place to look. It is the largest grid in the country, serving 67 million people across 13 states and the District of Columbia. And it is some of the world's most intense hotspots for new data center development, including the famous “data center alley” of northern Virginia, which takes roughly 90% of the country's internet traffic . When things get complicated for PJM, they get complicated for everyone.On this episode, host Ed Crooks is joined by Asim Haque, Senior Vice President for Governmental and Member Services at PJM, and by regular guest Amy Myers Jaffe, Director of the Energy, Climate Justice and Sustainability Lab at New York University. Together, they unpack how PJM got itself noticed by the White House, and how its problems can be tackled.Asim explains the organization he works for. PJM is a nonprofit that operates the grid, runs the electricity market, and plans the transmission system. It is regulated by FERC, but also accountable to a thousand-plus members across 13 states, each with its own energy policies, its own governor, and its own politics. That structural complexity is central to why running PJM is so challenging.Those problems converged from two directions: decarbonization and data centers. The result has been soaring prices in the PJM capacity market. And when those prices were capped, the alarms about a future reliability crisis started flashing red.The White House responded by convening all 13 governors of the states covered by PJM, and produced a statement of principles for bringing new generation capacity into the market. As Asim explains, these principles lie behind the plan for a backstop reliability procurement, designed as a one-time mechanism to bring new electricity supply onto the system quickly.There is also an expectation that data centres will bring their own generation; and a "connect and manage" framework for those that don't. The key feature of that: data centers can have their supply curtailed before residential customers lose power. The White House and the governors agreed that the bill for grid and generation improvements to meet rising demand should be paid by the data centers. It sounds straightforward, but is it really? Asim explains his perspective.The episode also examines the deeper design questions about PJM's capacity market: whether a three-year forward procurement window can send the right signals for the long-term investment the grid now needs. Amy brings the consumer and policy lens throughout. Are the complexities of cost allocation and market design inherent to the electricity system, or are they manufactured and even sometimes exaggerated? And can they sometimes militate against lower-cost solutions such as renewables and batteries?Asim ends by offering some advice for other grid operators. If you are not going to gate demand, you need a connect-and-manage approach; if you are not going to gate demand, it will get expensive; and if it is going to get expensive, you need to decide who pays. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
This week, we continue our Weathering Decarbonization series by welcoming Mike Prokop back into the SmarterMarkets™ studio. Mike is Executive Consultant at the Clean Hydrogen Buyers Alliance. David Greely sits down with Mike to discuss the challenges and the progress that's been made building U.S. Gulf Coast hydrogen and ammonia markets – and what comes next.
Most people still treat climate solutions as a cost.Wanwipa Siriwatwechakul argues that this is exactly why so many leaders miss the real opportunity.The next industrial era will not be built by patching old systems, but by redesigning them from the ground up.In this episode of Beginner's Mind, Wanwipa explains why industrial decarbonization is not mainly about sacrifice, compliance, or adding expensive fixes to yesterday's infrastructure. It is about building better systems, stronger companies, and entirely new categories of value creation.A chemical engineer trained at MIT and Princeton, former professor, and Partner at Vectors Capital, Wanwipa works at the intersection of climate tech, synthetic biology, industrial innovation, and early-stage venture capital. Her perspective is grounded in both science and scale: what matters is not only whether a breakthrough works in the lab, but whether it can survive the journey from one gram to one ton, from prototype to product, from curiosity to adoption.We talk about why the strongest climate companies redesign industries instead of decorating old ones, why synthetic biology is emerging as a new industrial toolkit, how startups like Huue Bio, Ingrediome, and Solidec reveal very different scale-up strategies, and why the best founders treat breakthroughs as hypotheses to test rather than theories to defend.As Wanwipa puts it:(01:57:02) “See climate solutions not as cost, but as funding the next industrial era.” What you'll hear in this episodeWhy decarbonization becomes far more powerful when industries are redesigned, not merely optimized How synthetic biology can replace toxic, waste-heavy industrial chemistry with cleaner production models Why great science is only the starting point, and why scale is where most companies really live or die What founders can learn about resilience, coachability, timing, and relentless customer discovery How climate tech can create competitive advantage, new revenue streams, and distributed industrial resilience Why Southeast Asia may become a powerful region for the next wave of climate and bioindustrial growth Selected moments(00:00:56) From Professor to Climate Tech Venture Capital(00:09:27) Why Climate Change Became Personal in Thailand(00:14:11) From Pure Discovery to Real Market Impact(00:23:00) Decarbonization by Redesigning Industry(00:30:06) The Climate Tech Mistake Costing Investors Money(00:34:17) Solidec and the Future of Distributed Manufacturing(00:38:50) Why Big Companies Resist Industrial Reinvention(00:46:21) How Great Founders Turn Pivots Into New Markets(00:50:50) Customer Discovery in Deep Tech and Climate Startups(00:53:08) Great Science Must Become Products People Use(01:00:39) Synthetic Biology as the New Industrial Toolkit(01:10:15) How Climate Startups Find Early Adopters(01:13:19) Founder Resilience and the Stomach of Steel(01:21:15) Venture Capital and the Crucial Why Now(01:57:02) Climate Solutions as Funding the Next Industrial Era Follow the show for more long-form conversations on technologySend us Fan Mail Join Christian Soschner for expert coaching. 50% Off - With 35+ years in deep tech, startups/scaleups, and public companies, Christian offers power video sessions. Elevate strategy, execution, and leadership. Book Now.Support the showJoin the Podcast Newsletter: Link
Can shipping decarbonize without a clear fuel winner?Live from the Baker Hughes Annual Meeting in Florence, Energy Espresso host Jim Wicklund sits down with Raimondo Giavi, VP, Hydrogen at Baker Hughes; Carlo Luzzatto, CEO of RINA; and Claire Wright, Senior Vice President of Hanwha Ocean Europe, to unpack the future of maritime decarbonization.They discuss regulatory uncertainty between the EU and IMO, the rise of green shipping corridors and port hubs, and why flexibility, through dual-fuel systems, efficiency gains, and adaptable turbine technology, may be the industry's most realistic path forward.00:00 Welcome From Florence00:30 Meet The Guests01:31 Maritime Rules And ETS06:59 Net Zero And Flexibility09:56 Ship Design And Efficiency12:55 Energy Density Reality Check15:12 Baker Hughes Gas Turbines20:29 Certification And Proven Tech22:41 Ports Bunkering And Corridors28:00 Top Global Port Hubs29:53 Pathways To Zero Fuels30:16 Ammonia and Offsets31:13 Fuel Competition Crunch32:43 Piggybacking Infrastructure33:30 Efficiency as Hero34:39 Hydrogen Blending Reality36:27 Green Hydrogen Economics38:28 Materials and Repurposing39:20 Value Chain Collaboration40:51 Innovation Hubs and TRL44:36 Building Trust and Culture52:00 Data Sharing Barriers55:37 AI for Operations
On February 28th, the United States and Israel launched airstrikes on multiple sites in Iran, marking the beginning of a wider military conflict with Iran. Tehran responded with attacks on Israel, US military bases, and US allies across the Middle East and closed the Strait of Hormuz. These events have caused a major disruption in the global supply of oil and gas. China, as the world's largest energy importer, is exposed to these disruptions, but its long-term energy security strategy has left it better prepared than most. How has China approached energy security, and how might the current conflict reshape this strategy? To discuss these issues, we are joined today by Dr. Erica Downs. Erica is a Senior Research Scholar at the Center on Global Energy Policy at Columbia University's School of International and Public Affairs. Her research focuses on Chinese energy markets and geopolitics, and she has published extensively on the subject. Timestamps: [00:00] Introduction [01:38] China's Energy Security Strategy [03:54] Divergent Approaches to Energy Security in the US and China [06:03] Beijing's Response to Supply Chain Shocks [09:55] Dependencies on Russian Oil & Gas [12:33] New Lessons for Chinese Policymakers? [15:30] Impact on Teapot Refineries and Responses [18:37] Percentage of Chinese Oil and Gas Impacted [22:26] Could China Buy Gas from the US? [25:15] Potential Wins and Losses for Chinese Industries
More than perhaps any other state, Hawaii has major incentives to decarbonize. Imported oil accounts for about 90% of Hawaii's total energy consumption, and electricity prices are more than three times the national average. So it may not be surprising that Hawaii was the first state in the nation to set a 100% renewable energy goal by 2045. But that's a hard goal to achieve, especially given the realities of geographic isolation and the costs of importing fuel and materials. Hawaii Governor Josh Green is bullish about the island state's decarbonization and wants all options on the table. That includes making liquified natural gas part of the mix, along with solar, wind, and geothermal. His administration passed the first “green fee” which imposes a tax on Hawaii visitors and is expected to generate $100 million for climate resilience projects. What can we learn from Hawaii's decarbonization process? Guests: Josh Green, Governor of Hawaii Rylee Brooke Kamahele, Youth Plaintiff, Navahine v. Hawaiʻi Department of Transportation Tessa M. Hill, Oceanographer and Professor, Earth and Planetary Sciences, UC DavisFor show notes and related links, visit ClimateOne.org. Highlights: 00:00 Intro 03:08 Josh Green on achieving Hawaii's climate goals 07:11 Josh Green on offshore wind 13:17 Josh Green on the effect of the wildfires and the recovery 18:09 Josh Green on decarbonizing 20:22 Josh Green on the health effects of the climate crisis 23:30 Rylee Brooke Kamahele on growing up 24:26 Rylee Brooke Kamahele on community action 29:06 Rylee Brooke Kamahele on the outcome of the lawsuit 34:27 Rylee Brooke Kamahele on the responsibility of older generations 37:55 Tessa M. Hill on rapidly changing oceans 41:43 Tessa M. Hill on the impact to common fish 44:44 Tessa M. Hill on the winners and losers of the changing oceans ********** Support Climate One by going ad-free! By subscribing to Climate One on Patreon, you'll receive exclusive access to all future episodes free of ads, opportunities to connect with fellow Climate One listeners, and access to the Climate One Discord. Sign up today at patreon.com/ClimateOne. Ad sales by Multitude. Contact them for ad inquiries at multitude.productions/ads Learn more about your ad choices. Visit megaphone.fm/adchoices
More than perhaps any other state, Hawaii has major incentives to decarbonize. Imported oil accounts for about 90% of Hawaii's total energy consumption, and electricity prices are more than three times the national average. So it may not be surprising that Hawaii was the first state in the nation to set a 100% renewable energy goal by 2045. But that's a hard goal to achieve, especially given the realities of geographic isolation and the costs of importing fuel and materials. Hawaii Governor Josh Green is bullish about the island state's decarbonization and wants all options on the table. That includes making liquified natural gas part of the mix, along with solar, wind, and geothermal. His administration passed the first “green fee” which imposes a tax on Hawaii visitors and is expected to generate $100 million for climate resilience projects. What can we learn from Hawaii's decarbonization process? Guests: Josh Green, Governor of Hawaii Rylee Brooke Kamahele, Youth Plaintiff, Navahine v. Hawaiʻi Department of Transportation Tessa M. Hill, Oceanographer and Professor, Earth and Planetary Sciences, UC DavisFor show notes and related links, visit ClimateOne.org. Highlights: 00:00 Intro 03:08 Josh Green on achieving Hawaii's climate goals 07:11 Josh Green on offshore wind 13:17 Josh Green on the effect of the wildfires and the recovery 18:09 Josh Green on decarbonizing 20:22 Josh Green on the health effects of the climate crisis 23:30 Rylee Brooke Kamahele on growing up 24:26 Rylee Brooke Kamahele on community action 29:06 Rylee Brooke Kamahele on the outcome of the lawsuit 34:27 Rylee Brooke Kamahele on the responsibility of older generations 37:55 Tessa M. Hill on rapidly changing oceans 41:43 Tessa M. Hill on the impact to common fish 44:44 Tessa M. Hill on the winners and losers of the changing oceans ********** Support Climate One by going ad-free! By subscribing to Climate One on Patreon, you'll receive exclusive access to all future episodes free of ads, opportunities to connect with fellow Climate One listeners, and access to the Climate One Discord. Sign up today at patreon.com/ClimateOne. Ad sales by Multitude. Contact them for ad inquiries at multitude.productions/ads Learn more about your ad choices. Visit megaphone.fm/adchoices
We continue our Weathering Decarbonization series this week by welcoming Samantha Dart back into the SmarterMarkets™ studio. Samantha is Co-Head of Global Commodities Research at Goldman Sachs. David Greely sits down with Samantha to discuss how our changing energy system is weathering the conflict in Iran at the same time as its weathering decarbonization.
We continue our Weathering Decarbonization series this week by welcoming Peter Fusaro back into the SmarterMarkets™ studio. Peter is Founder of the Wall Street Green Summit. David Greely sits down with Peter to discuss the state of the conversation around decarbonization and sustainability at the intersection of finance and climate technology as we head into the 25th annual Wall Street Green Summit being held at the Cornell Club in New York City on March 10 and 11.
This week on Weathering Decarbonization, we welcome Hayn Park, Portfolio Manager for Energy Commodities, into the SmarterMarkets™ studio. David Greely sits down with Hayn to discuss how the energy transition is affecting power markets from fundamentals to their price dynamics and relationships to other markets – and what it takes to trade and manage risk in a more volatile and changing environment for power markets.
In this episode, Joseph sits down with Brian Livingston, a 40‑year chemical engineer and one of North America's most respected voices on practical, real‑world decarbonization. Brian has spent his career in the trenches of heavy industry, helping companies that depend on diesel fuel reduce consumption, cut CO₂ emissions, and save millions of dollars in the process.Brian spent nearly two decades inside Caterpillar's diesel engine division, where he developed deep technical expertise in engines, combustion, and fuel behavior. Today, as the founder of Zelkam, he brings that knowledge directly to industries that need it most — mining, construction, energy, and large‑scale operations where diesel isn't optional but efficiency is everything.His methods aren't theoretical. They're field‑proven, delivering 100–400% ROI and measurable reductions in fuel use. Brian has spoken at major mining conferences across North America and advises companies on how to take meaningful steps toward sustainability without waiting for future technologies to mature.Why diesel‑reliant industries can't afford to wait for electric or hydrogen solutionsThe biggest misconceptions about decarbonization and “green transitions”How companies are saving millions of liters of diesel with simple, incremental changesWhat Brian learned from nearly 20 years at CaterpillarThe truth about electric, hydrogen, biofuels, and emerging tech — what's real today vs. what's still hypeHow to reduce emissions now without sacrificing productivity or profitabilityWhy sustainability doesn't have to be political, complicated, or expensive40‑year chemical engineerFounder of Zelkam, specializing in diesel optimization and decarbonizationFormer Caterpillar engineer with deep expertise in engines and fuelsAdvisor to mining and heavy‑industry leadersSpeaker at major North American mining conferencesFocused on practical, immediate, measurable decarbonization strategiesThere's a lot of noise around sustainability — big promises, big politics, and big confusion. Brian cuts through all of it with a grounded, engineering‑driven perspective. If your business relies on diesel, or if you're trying to understand what decarbonization actually looks like in the real world, this episode gives you clarity, direction, and a path forward.In This Episode, You'll Hear:About Brian LivingstonWhy This Conversation MattersBrian Livingston is a 40-year chemical engineer and decarbonization expert who helps industries that rely on diesel fuel reduce consumption and CO₂ emissions. He spent nearly two decades at Caterpillar in the diesel engine division, gaining deep technical knowledge in engines and fuels. As founder of Zelkam, Brian applies field-proven methods that deliver 100–400% ROI, helping customers save millions of liters of diesel while taking meaningful steps toward sustainability. He has spoken at major North American mining conferences and advises companies on practical, incremental decarbonization strategies. While familiar with electric, hydrogen, biofuels, and emerging technologies, his focus is on solutions that can be implemented today to make an immediate, measurable impact.Contact:Brian Livingston✉️ Brian.Livingston@Zelkam.com
On our second installment of Weathering Decarbonization, we welcome Mark Lewis back into the SmarterMarkets™ studio. Mark is Partner and Managing Director at Climate Finance Partners LLC. David Greely sat down with Mark to discuss where the rubber is hitting the road in the EU-ETS, the impact on market participants and pricing dynamics, and what the future may hold as we move into compliance markets 2.0. Mark re-joined us Friday night to add his key takeaways from a turbulent week in the EU-ETS to this episode, which you can also read on his blog at climatemarketnow.com.
This week, we kick off our new series Weathering Decarbonization with Robin Girmes, Founder & CEO of Enwex. David Greely sits down with Robin to discuss his work at Enwex to better measure and help companies manage the growing weather-related risks to our power supply and energy prices.
Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years.Each week, I share some of my analysis or speak with an expert guest to make light of a particular topic.To keep up with the Exponential transition, subscribe to this channel or to my newsletter: https://www.exponentialview.co/-----At Davos 2026, the mood was unlike any previous World Economic Forum gathering. With Donald Trump arriving amid escalating geopolitical tensions and European leaders sounding alarms about sovereignty, I recorded live dispatches from the ground. In this special episode, I bring together observations from four days at the annual meeting, tracking the seismic shifts in global order alongside the practical realities of AI adoption in the enterprise.Skip to the best bits:(00:38) Day one at Davos(02:10) Three recurring themes through the week(03:55) Day three at Davos(05:12) Mark Carney's stirring speech(05:52) Why European leaders are sounding the alarm(06:51) Why technological sovereignty just became urgent(09:31) Day four at Davos(12:59) What leaders really have to say on AI adoption(14:07) The case for only using open source modelsWhere to find me:Exponential View newsletter: https://www.exponentialview.co/Website: https://www.azeemazhar.com/LinkedIn: https://www.linkedin.com/in/azhar/Twitter/X: https://x.com/azeemProduction by supermix.io and EPIIPLUS1. Production and research: Chantal Smith and Marija Gavrilov. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.