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The expansion of power and infrastructure to support the energy transition is unfolding against a complex backdrop. Policy uncertainty, geopolitical tension, and shifting market forces are colliding with record investment and a rapidly evolving mix of technologies. Ralph Ibendahl, Global Head of Energy Transition and Co-head of Power Utilities for Europe, assesses the challenges and opportunities with expert colleagues from the U.S., Canada, and Australia.Key Points• Increasing global power demand is leading to growth across all power types and grids.• Policymakers need to balance affordability concerns with growth opportunities.• Recent deals include financing for a major nuclear project in Canada, and build-out of Germany's grid.• Companies are drawing on a full mix of funding types, including infrastructure equity, private credit, and structured capital.• Many companies are turning to the public markets, where valuations are stronger.• RBC Capital Markets is guiding clients through this volatile market.
Ed's new project, Critical Mass, starts with a deceptively simple question: if Canada decides it wants more nuclear power, can it actually deliver it? The answer turns out to be complicated.As part of the project, we're hosting four live town halls across the country. The first was recorded at Toronto Climate Week on June 5, featuring Todd Smith (former Ontario Minister of Energy, now VP at Candu Energy) and Brendan Frank (VP of Policy at Clean Prosperity). Together they work through the project's core tensions - cost, democratic legitimacy, and standardization - with the kind of honest talk you've come to expect from EvC.Thank you to Geoff Burt and The Consecon Foundation for helping make the evening possible. Send us a text (if you'd like a response, please include your email)Follow us on:LinkedInBlueskyX/TwitterInstagramEnergy vs Climate relies on the support of our generous listenersDonate to keep Energy vs Climate goingProduced by Bespoke Podcasts
Asia infrastructure investing is becoming central to the global energy transition as rising demand, energy security concerns, and the need for more resilient systems accelerate capital deployment across the region. In Southeast Asia, the opportunity is not only about replacing old systems, but building new infrastructure at scale for a growing economy.In this episode of The Bid, host Oscar Pulido speaks live from Ecosperity in Singapore with Salim Samaha, Global Head of Energy at Global Infrastructure Partners, a part of BlackRock, and Heidi Yip, Head of Sustainable and Transition Solutions for Asia Pacific at BlackRock. Together, they discuss how the infrastructure opportunity is evolving globally, why Asia's transition differs from Western markets, and where investors are seeing momentum across renewables, grids, storage, and system flexibility. Key insights include:· How Asia's infrastructure build-out differs from Western markets· Why energy security is becoming inseparable from the energy transition· Where capital is flowing across renewables, grids, storage, and interconnection· How public-private partnerships can help mobilize transition finance· Why execution bottlenecks, permitting, and offtake frameworks remain critical· Where AI, innovation, and rising demand may reshape future infrastructure needsKey moments:00:00 Asia Infrastructure Boom01:06 Live From EcoSperity03:16 Energy Transition Now04:20 Southeast Asia Grid Challenge06:43 West vs Asia Reality Check08:58 How APAC Investors Deploy Capital11:26 Scaling Projects and Labor Crunch13:17 Where Capital Flows and Bottlenecks15:13 Five Year Outlook and Innovation17:23 Wrap Up and Disclosures
Asia infrastructure investing is becoming central to the global energy transition as rising demand, energy security concerns, and the need for more resilient systems accelerate capital deployment across the region. In Southeast Asia, the opportunity is not only about replacing old systems, but building new infrastructure at scale for a growing economy.In this episode of The Bid, host Oscar Pulido speaks live from Ecosperity in Singapore with Salim Samaha, Global Head of Energy at Global Infrastructure Partners, a part of BlackRock, and Heidi Yip, Head of Sustainable and Transition Solutions for Asia Pacific at BlackRock. Together, they discuss how the infrastructure opportunity is evolving globally, why Asia's transition differs from Western markets, and where investors are seeing momentum across renewables, grids, storage, and system flexibility. Key insights include:· How Asia's infrastructure build-out differs from Western markets· Why energy security is becoming inseparable from the energy transition· Where capital is flowing across renewables, grids, storage, and interconnection· How public-private partnerships can help mobilize transition finance· Why execution bottlenecks, permitting, and offtake frameworks remain critical· Where AI, innovation, and rising demand may reshape future infrastructure needsKey moments:00:00 Asia Infrastructure Boom01:06 Live From EcoSperity03:16 Energy Transition Now04:20 Southeast Asia Grid Challenge06:43 West vs Asia Reality Check08:58 How APAC Investors Deploy Capital11:26 Scaling Projects and Labor Crunch13:17 Where Capital Flows and Bottlenecks15:13 Five Year Outlook and Innovation17:23 Wrap Up and Disclosures
Richard Lyon is an electrical engineer, petroleum engineer, and energy economist. He spent more than twenty-five years in the oil and gas industry in senior operational management roles in the UK, Norway, Azerbaijan, Congo, and Cameroon. He writes about the gap between energy policy and physical reality at his Substack, State of Britain (richardlyon.substack.com). His book, The Energy Trap: Why the Renewable Energy Transition Can't Work — And What Can, will be published by Swift Press this coming September, 2026, available in the US through Amazon. The KunstlerCast theme music is the beautiful Two Rivers Waltz written and performed by Larry Unger
Get in touch - leave me a messageNo one wants to ship water around the world. That one line says a lot about the next phase of energy storage.In this episode of Climate Confident, I'm joined by Min Tang, Director of International Business at Rongke Power, one of the world's leading vanadium flow battery companies. We get into why long-duration storage is moving from climate tech side-story to core grid infrastructure, and why that matters for decarbonisation, energy transition planning, net zero delivery, emissions reduction, and policy.You'll hear why vanadium flow batteries are not trying to replace lithium-ion batteries, and why that matters. Different problem. Different tool. Min explains how flow batteries can run for more than 20,000 cycles, retain capacity over decades, and support grid-scale black start, the kind of resilience that becomes rather important when grids are asked to absorb more renewables, power more electrification, and stay upright while demand from industry and AI data centres grows.We dig into the economics too: why storage duration changes cost, how electrolyte leasing can cut upfront CapEx, and why local supply chains could become a major strategic advantage. You might be shocked to learn that localisation is baked into this technology because the electrolyte is mostly water. Glamorous? No. Important? Absolutely.
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.
The conflict in the Middle East has created severe disruption to shipping traffic through the Strait of Hormuz, taking roughly 20% of global supplies of liquefied natural gas (LNG) off the market. It has been a reminder that hundreds of millions of people rely on the international gas trade to heat our homes, fuel our industries and keep our lights on. And that trade is highly vulnerable to sudden shocks. In this special episode, recorded at Wood Mackenzie's Gas, LNG and the Future of Energy Conference in London, host Ed Crooks speaks with industry leaders and experts about the forces that are changing the gas business. Security of supply and affordability are now the top priorities for policymakers and business leaders around the world. But climate change has not gone away, and greenhouse gas emissions are going to be an increasingly significant issue in the future. Balancing those three imperatives is the trilemma that the energy industry has to solve.First, Ed talks to Anita Odedra, of the LNG platform MidOcean Energy, to discuss the critical role of geography. When energy supplies from the Middle East are disrupted, assets elsewhere in the world take on a greater importance. Joining Anita is Dr Valentina Kretzschmar, of Wood Mackenzie, who puts the shock from the Iran war into the context of a decelerating energy transition in the West. She walks through the EU Methane Emissions Regulation and why it is so hard to work out exactly how much escaped methane is associated with a cargo of imported LNG. And she talks about how the real threat to fossil fuels is cheap Chinese clean energy technology. Arturo Gallego, of Centrica Energy, is another industry leader who is attempting to balance consumers' immediate demands for reliable, affordable energy with long-term climate goals. He warns that if the Strait of Hormuz stays closed, Europe will struggle to find the gas it needs next winter, and high prices may be necessary to destroy demand. He makes the case for LNG as a transition fuel and for tackling greenhouse gas emissions step by step.TJ Conway, of the think-tank RMI, closes on a practical note. His work has focused on the technical solutions that make the EU methane regulation workable. He argues that his proposed framework could allow the EU to continue importing US gas, while still sending a signal that methane performance matters.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
The clean energy transition had real momentum at the end of 2024. It was buoyed by federal support, billions of dollars of investment in new technologies, and broad acknowledgment of the costs of climate change caused by greenhouse gas emissions. But major roadblocks have emerged over the past 18 months. US support for some forms of clean energy was revoked. And rising energy costs, due in part to an urgent call for data center build-out, have made affordability a priority for many stakeholders. The challenge is truly daunting. Despite significant clean energy investments, some 80 percent of the world's energy is still derived from fossil fuels. Tariffs and supply disruptions have made clean energy infrastructure harder to build. So what does all of this mean for the speed and scale of the energy transition? How are businesses navigating so much instability when billions of dollars and decades-long infrastructure commitments are at stake? And what does this all say about whether the global energy system can ever be clean, accessible, and affordable? Today on the show, Bill Loveless speaks with Jessica Uhl about the challenges of and opportunities for making energy abundant, accessible, and clean. Jessica has held senior leadership roles in upstream oil and gas, renewables, and power technology, including serving as CFO of Shell and later as president of GE Vernova. Jessica is now a senior advisor with the Three Cairns Group, an investment and philanthropic firm focused on the climate crisis. She also serves on a number of boards, including the executive and advisory boards at the Center on Global Energy Policy. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Gregory Vilfranc.
For years, electricity prices broadly tracked inflation. New pressures may be changing that. --- Electricity prices have become a major political issue in the United States, with policymakers increasingly focused on rising utility bills and the costs of meeting growing electricity demand. At the same time, renewable energy has often been blamed for driving prices higher. But what does the data actually show? Ryan Hledik of The Brattle Group discusses research conducted with Lawrence Berkeley National Laboratory on U.S. electricity price trends. The research finds that, nationally, electricity prices have largely tracked inflation, though significant regional differences tell a more complicated story. Hledik explains the factors that really drive electricity prices, the role of renewable energy, natural gas, and infrastructure investment, and why electricity costs vary so dramatically across the country. Hledik also explores whether 2025, when electricity prices rose faster than inflation nationally, marks the beginning of a new era of rising electricity prices, or a temporary departure from a longer-term trend. Ryan Hledik is an alumni policy advisor with the Kleinman Center for Energy Policy and a principal with The Brattle Group. Related Content: Congestion in General Equilibrium: Nodal Electricity Pricing, Production, and Welfare https://kleinmanenergy.upenn.edu/research/publications/congestion-in-general-equilibrium-nodal-electricity-pricing-production-and-welfare/ Boomtowns in the Battery Belt: Risks and Opportunities of Clean Energy Investments in Small Towns of America https://kleinmanenergy.upenn.edu/research/publications/boomtowns-in-the-battery-belt-risks-and-opportunities-of-clean-energy-investments-in-small-towns-of-america/ How PJM Is Grappling With Data Center Power Demand https://kleinmanenergy.upenn.edu/commentary/podcast/how-pjm-is-grappling-with-data-center-power-demand/ Energy Policy Now is produced by The Kleinman Center for Energy Policy at the University of Pennsylvania. For all things energy policy, visit kleinmanenergy.upenn.edu.See omnystudio.com/listener for privacy information.
The wars unleashed by October 7th have left the Middle East deeply fractured—Iran battered and defiant, Gaza destroyed, Israel militarized, the Gulf insecure and divided. And an even bigger disruption lies just ahead: the oil revenues that built the modern Arab world will halve by 2050, forcing countries to redesign themselves. Marwan Muasher—a former foreign minister of Jordan and now a VP at the Carnegie Endowment for International Peace—joins The World Unpacked to make sense of a region in flux. He explains why Washington should get tougher on Israel, Gulf countries may already have peaked in power, and the end of oil could be a good thing. Like and subscribe to our channel: https://bit.ly/38sljlH Find the episode transcript and streaming audio, and get the show direct to your inbox, here: https://carnegieendowment.org/podcasts/the-world-unpacked/in-the-new-middle-east-no-one-is-in-charge Host: Follow Jon on X: https://x.com/JonKBateman Guest: Marwan Muasher: https://x.com/MarwanMuasher
It's been more than three months since the US attacked Iran, leading to the closure of the Strait of Hormuz that carries 20% of the world's oil and gas. The shock to energy markets has been so intense that some countries are taking longer-term measures to cope. This week on Zero, Akshat Rathi and Peter Guest explore the history of policy responses to energy shocks and what’s different in the 2020s. Read Akshat's feature article here: https://www.bloomberg.com/graphics/2026-energy-transition-iran-war 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.
Hvordan flytter man millioner av tonn CO₂ fra fangstanlegg til sikre lagre under havbunnen? Hvorfor velger noen prosjekter skip, mens andre bygger rørledninger? Og hva skal til for at transport og lagring av CO₂ kan utvikle seg fra enkeltprosjekter til en global industri?Lytt til samtalen mellom:Lars Gjerdaker, Energy Transition and Business Development Manager, Norske ShellBenedicte Staalesen, Director Communication and Political and Public Affairs, Northern LightsEmil Sirnes Aasen, Manager Low Carbon Solutions, Equinor og direksjonsmedlem, Polyteknisk Forening, er programlederI denne episoden lærer du om hvordan CO₂ transporteres fra fangstanlegg til lagringssted, og hvordan dette inngår i CCS-verdikjeden. Du lærer om hvordan skip og rørledninger brukes som ulike transportløsninger, og hvilke tekniske, geografiske og kommersielle faktorer som påvirker valget mellom dem. Videre får du innsikt i hva som skjer med CO₂ når den lagres under havbunnen, hvordan lagringssikkerhet vurderes og dokumenteres over tid, og hva som skal til for å bygge tillit til langvarig lagring. Til slutt ser vi på hvordan transport- og lagringsløsninger utvikles i ulike regioner, og hvordan disse påvirkes av industriell struktur, infrastruktur og behovet for å skalere en ny industri sammen med eksisterende næringer.Karbonkoden: Gjennom samtaler med eksperter fra industri, forskning og forvaltning belyser Karbonkoden både muligheter og utfordringer i utviklingen av en ny grønn næring. Serien setter søkelys på hvordan Norge, med prosjekter som Langskip og sterke teknologimiljøer, kan spille en sentral rolle i å skalere opp CO₂-håndtering internasjonalt. Samtidig forklarer serien hvorfor dette feltet er viktig for både klimaomstilling, verdiskaping og fremtidig industrivekst. Hosted on Acast. See acast.com/privacy for more information.
In this episode, Ian is joined by Mario Acquistapace, Investment Research Director at CapGen, to discuss the theme of energy transition, including:An overview of the energy transition landscape, including the drivers and opportunitiesThe evolution of our investment research process Clean Energy Transition's investment strategy and our rationale for selecting them as a partner
Get in touch - leave me a messageWhat if the biggest greenwashing risk isn't bad intent, but business-as-usual marketing?In this episode of Climate Confident, I'm joined by Helen Neal, founder of HN Communications, to dig into one of the most under-discussed risks in decarbonisation: how companies talk about sustainability when regulation is tightening, public trust is fragile, and every net zero claim is being scrutinised. This matters because the energy transition will not be carried by technology alone. Climate tech, policy, capital, supply chains, and public confidence all depend on credible communication.You'll hear why traditional corporate messaging can push companies into unintentional greenwashing, why greenhushing is not a safe escape route, and why sustainability claims increasingly need the discipline of financial reporting: clear evidence, third-party verification, and language that can survive scrutiny.We dig into how AI can help check sustainability language, but also why human judgement still has to own the beginning and end of the process. Helen also explains why supply chain data, board accountability, regulation, and executive incentives are becoming central to credible climate leadership. A vague 2050 net zero pledge without a roadmap? That is not strategy. That is a red flag wearing a nice suit.If you care about emissions reduction, business resilience, decarbonisation, and the real-world mechanics of the energy transition, this one is worth your time.
Göran Sell brings an unusual resume to his new role as Cluster Manager Energy at the German-Australian Chamber of Industry and Commerce. In an interview, he explains how Germany and Australia are working together on the energy transition and what significance a decarbonization project on Borkum can have for the energy transition in Australia. - Göran Sell ist seit letztem Oktober Cluster Manager bei der Deutsch-Australischen Industrie- und Handelskammer und bringt ungewöhnliche Erfahrungen mit. Im Interview erklärt er, wie Deutschland und Australien bei der Energiewende zusammenarbeiten und welche Bedeutung ein Dekarbonisierungsprojekt auf Borkum für die Energiewende in Australien haben kann.
Today's guest is Alexander Horton - or Big Al as he's seemingly become through his social media alter ego in recent weeks. Alex is in the midst of breaking a Guiness World Record for the biggest BBQ lesson of all time, as part of a larger mission to break and take back for Australia the record for the biggest BBQ ever - somewhere in the vicinity of 45,000 people. But beyond the BBQ record efforts, Alex is someone who works in what is possibly the most substantial next horizon of necessary activity as part of the energy transition, and definitely the most disregarded. Who actually designs, builds, installs and maintains the infrastructure involved in the largest infrastructural transformation in this nation's history? By every metric Australia is materially distant from the scores of different types of workers and skillsets required to deliver on its decarbonisation aspirations. And beyond the issue of simply not getting this done, the current dynamic of workforce shortages creates perverse and adverse outcomes - like the information about the lack of quality and care involved in the home battery scheme over the last 12 months. Why would I need to take care and do excellent work when firstly the incentive is just to do the minimal amount of work in the shortest amount of time, but when there is a gigantic shortage of who can install hundreds of thousands of batteries?So I wanted to chat with Alex about the workforce dynamics of Australia's energy transition, as well as the idea of green jobs and a shift required in the education, story telling and policy landscapes to make headway. From the hundreds of large scale renewable projects and the tens of thousands of kilometres of transmission lines required, to household electricians, to new types of procurement expertise required in a new energy system and the ways by which finance could structure collective benefit community battery programs, the task ahead of Australia is both gargantuan but also exciting. In all of this though is the reality of who loses and how do you support workers and communities affected by the phasing out and structural decline of coal and gas? In a context where examples of successful workforce transitions are almost non existent, what lessons do exist and who takes on responsibility for those who will lose high paying jobs in the communities they call home?In this episode we get into all of this, as well as his Big BBQ concept in much more detail. That comes from a desire to speak with whose who aren't already engaged and believers in the mission of a renewable energy future that powers new economies. Alex is driving new types of conversations in new types of places, and that's courageous. It's easy to stay in the echo chamber and express righteous indignation and point the blame at everybody else. But getting out there, and getting out there publicly in a way where the likelihood of success is only as great as the likelihood of failure is brave.Support for this episode comes from:Reposit Power - $500 off your solar battery installation. Planet Protein - double the value of your first order at no extra cost.Send me a messageThanks for listening. Follow Finding Nature on Instagram
What does it take to build trust in a multi-billion-dollar energy project? And why are so many organisations struggling to prove their own net zero progress?In this episode of the BritCham Singapore podcast, TomGwyn, Renewable Energy Lead at Arup, speaks with Fotis Kampouris, Executive Vice-President for APAC at LRQA, about the hidden risks shaping the energy transition across Asia-Pacific. Together, they examine the confidence gap holding backnet zero commitments, the talent shortages threatening to slow new technology deployment, and what it takes to get projects like Asia's first subsidy-free offshore wind deal across the line.Whether you work in energy, sustainability, orsimply run a business trying to navigate an increasingly complex regulatory landscape, this conversation offers sharp, experience-led perspectives on what it means to build resilient, credible, and bankable projects, from concept to operation.
The Other Side of the Story with Tom Harris and Todd Royal – Judging from recent reports on the reliability of the PJM electric power grid, as well as the Electric Reliability Council of Texas, not to mention California's dance with converting to more and more intermittent wind and solar power, it sure looks like it. What will happen to Ottawa, Canada, one of the coldest capital cities in the...
Why is the energy transition inevitable? Not just desirable, but inevitable. In this first module of the Energypreneurs Masterclass, I curated five conversations from 300+ episodes to answer that question. You'll hear from a trucking entrepreneur, a clean energy analyst, a physicist, and an InsurTech founder, each telling the same story from a completely different angle. This masterclass is free for 3 months. 8 modules total. Hosted by Sohail Hasnie, 40 years in the power sector, former Asian Development Bank energy specialist. Connect with Sohail Hasnie: Facebook @sohailhasnie X (Twitter) @shasnie LinkedIn @shasnie ADB Blog Sohail Hasnie YouTube @energypreneurs
The Other Side of the Story with Tom Harris and Todd Royal – Judging from recent reports on the reliability of the PJM electric power grid, as well as the Electric Reliability Council of Texas, not to mention California's dance with converting to more and more intermittent wind and solar power, it sure looks like it. What will happen to Ottawa, Canada, one of the coldest capital cities in the...
What's behind the growing challenges facing young job seekers, and could global oil disruptions add further pressure to the economy? As youth unemployment remains stubbornly high, questions are building about what is driving the slowdown in hiring and what it means for those entering the workforce. We examine the factors shaping the job market for young people, from business conditions to structural barriers, and what might change in the months ahead. Dan Kelly, CEO of the Canadian Federation of Independent Business, and Ilona Dougherty, managing director of the Youth and Innovation Project at the University of Waterloo, break down the trends and possible paths forward. We then turn to global energy markets. After major disruptions to shipping through the Strait of Hormuz linked to the Iran war, what risks do shifting oil flows pose for prices and economic stability? Rory Johnston, oil market researcher and founder of the Commodity Context newsletter, explains what has changed, what remains uncertain, and how these developments could ripple beyond the energy sector.See omnystudio.com/listener for privacy information.
Episode Summary: In this episode of the Solar Maverick Podcast, Benoy Thanjan speaks with members of the Solar Sisters about their organization, their partnership with Let's Share the Sun Foundation, and their recent delegation to Puerto Rico around International Women's Day. The conversation features Abby Hopper, Noelle Paige, Yejdie Olutosin, Addie Momyer, and Erin Greeson, who share how the Solar Sisters came together, why women's leadership matters in clean energy, and how solar and battery storage can create life-changing impact for communities facing energy insecurity. The group discusses their experience visiting La Casa de Bondad, a domestic violence shelter in Puerto Rico supported by Let's Share the Sun, and participating in a residential solar installation for a homeowner who relies on reliable electricity for medical needs. The episode also touches on the challenges facing Puerto Rico's grid, the role of solar and storage in energy resilience, the ongoing work of Let's Share the Sun to bring energy access to underserved communities, and a fundraiser Benoy is organizing on June 4th in Jersey City to support that mission. Biographies Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, solar plus storage developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MWs of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $50 million in Renewable Energy Credits (“REC”) transactions. Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla's Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market. As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MWs of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm's renewable portfolio. Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund. Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar. Guests Information Abby Hopper Abby Hopper is the founder of Solar Sisters and former President and CEO of the Solar Energy Industries Association (SEIA). A passionate advocate for clean energy and women's leadership in the industry, Abby created Solar Sisters as a community built around three pillars: service, growth, and connection. She has been a driving force behind the Solar Sisters delegation to Puerto Rico, partnering with Let's Share the Sun to bring energy equity to domestic violence shelters on the island. Abby is widely recognized for opening doors for women across the clean energy sector and building a culture of collaboration over competition. Linkedin: https://www.linkedin.com/in/abigailhopper/ Noelle Paige Noelle Paige is Vice President of Project Development at Aspen Power, where she manages a large team and leads project development efforts. She is deeply passionate about workforce development, women in business, and the clean energy transition. Linkedin: https://www.linkedin.com/in/noellepaige/ Yejdie Olutosin Yejdie Olutosin is the Director of the Accelerate Program at ACORE, based in Washington, D.C., where she manages a market access platform supporting clean energy founders scaling solutions across the value chain. Since 2020, the program has grown to support over 60 companies across more than 30 states. A former Peace Corps volunteer originally from the U.S. Virgin Islands, Yejide brought a deeply personal connection to the Puerto Rico delegation, drawing on her own experience with energy insecurity in island communities. Linkedin: https://www.linkedin.com/in/yolutosin/ Addie Momyer Addie Momyer is Assistant General Counsel and Director of Legal Operations at the Solar Energy Industries Association, a role she has held since 2023. Prior to SEIA, she spent her career in public interest representation and litigation at Maryland Legal Aid. Addie is passionate about ensuring the clean energy transition happens equitably and that all communities are included. Linkedin: https://www.linkedin.com/in/addie-momyer-bb3752262/ Erin Greeson Erin Greeson is the founder and principal consultant of ClimateLine, a communications and marketing firm focused exclusively on companies committed to the clean energy transition. Linkedin: https://www.linkedin.com/in/eringreeson/ Stay Connected: Benoy Thanjan Email: info@reneuenergy.com LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com Website: https://www.solarmaverickpodcast.com/ Solar Sisters Website: https://solar-sisters.org Let's Share the Foundation Website: https://www.letssharethesun.org/ Summer Solstice Fundraiser Benoy is hosting the Summer Solstice Fundraiser on June 4th in Jersey City at Hudson Hall, bringing together the clean energy community for an evening of networking and impact. The event supports Let's Share the Sun, a nonprofit delivering solar and energy storage solutions to underserved communities in Puerto Rico, including families with critical 24 hour energy needs. The event will run from 6 PM to 10 PM and includes food, networking, and a special program at 8 PM featuring insights from the Let's Share the Sun team, delegation participants, and event sponsors. This will be Benoy's third delegation in the past year, and he highlights the importance of meeting beneficiaries firsthand and seeing how solar is transforming lives. Those interested in attending or sponsoring are encouraged to reach out directly or register here: https://luma.com/jl734ggi Please provide 5 star reviews If you enjoyed this episode, please rate, review and share the Solar Maverick Podcast so more people can learn how to accelerate the clean energy transition. Reneu Energy Reneu Energy provides expert consulting across solar and storage project development, financing, energy strategy, and environmental commodities. Our team helps clients originate, structure, and execute opportunities in community solar, C&I, utility-scale, and renewable energy credit markets. Email us at info@reneuenergy.com to learn more.
Get in touch - leave me a messageFake people. Fake comments. Real clean energy projects killed.This is what climate delay looks like in the AI era.In this episode of Climate Confident, I'm joined by Leah Qusba, CEO of GoodPower, an organisation working at the intersection of climate tech, culture, policy, and decarbonisation. We explore a hard truth about the energy transition: solar, wind, batteries, and electrification may be ready, but public trust, local permission, and disinformation are now decisive barriers to getting projects built.You'll hear why Leah believes fossil fuel dependence is becoming harder to defend as “secure energy”, especially when oil and gas volatility keeps spilling into bills, food prices, business costs, and household budgets. We dig into why clean energy should be framed less as sacrifice and more as protection: protection from price shocks, geopolitical risk, climate impacts, and the charming little habit fossil fuels have of making everything more expensive.We also get into GoodPower's research on what actually changes minds. Their storytelling work has reached tens of millions of people and, in tested campaigns, shifted audiences from NIMBY to YIMBY by 11%. Leah explains why the right messenger can matter more than the perfect message, why rural voices can unlock rural support, and why creators in food, fashion, gaming, cars, comedy, and culture may be more effective climate communicators than traditional climate voices.And yes, we talk about AI-generated disinformation in permitting decisions, fake public pressure, and why pre-bunking false claims before they spread may become essential for emissions reduction, net zero delivery, and climate policy that survives contact with reality.
Stay informed on current events, visit www.NaturalNews.com - Memorial Day Message and Introduction to Energy Technology (0:02) - Impact of the War in Iran on Energy Technology (3:59) - Commercialization and Future of LENR Technology (8:00) - Challenges and Opportunities in Energy Transition (9:11) - Memorial Day Sale and Store Updates (9:34) - Translation Projects and Future Plans (12:26) - Impact of the War in Iran on Global Energy Supply (14:56) - Advancements in Battery Technology (36:37) - Challenges in Data Center Development (56:16) - Potential for Decentralized Power Production (1:17:59) - X AI's Tactics and Community Pushback (1:18:16) - Health Impact of Gas Turbines (1:20:33) - Community Action and Activist Movements (1:22:41) - Technological Overkill and Data Center Viability (1:29:53) - China's Role in Data Center Scaling (1:33:58) - Digital ID and Surveillance Infrastructure (1:37:57) - The Spiritual and Practical Implications of Data Centers (1:46:01) - The Role of Decentralized Technology (1:53:12) - The Impact of Social Media and Addictions (2:06:28) - The Importance of Natural Dopamine Support (2:11:30) - Impact of Media and Pharma on Public Perception (2:33:51) - Awareness and Establishment Resistance (2:36:03) - Historical and Current Pharma Scandals (2:39:20) - Natural Solutions and Superfoods (2:41:33) - Impact of Toxic Ingredients and Seed Oils (2:45:28) - Glyphosate and Corporate Influence (2:53:25) - Personal Responsibility and Health Awareness (2:57:10) - Addiction Rescue Course and Dopamine Revolution (3:00:05) - Memorial Day Sale and Health Ranger Store (3:03:35) - Final Thoughts and Encouragement (3:08:55) Watch more independent videos at http://www.brighteon.com/channel/hrreport ▶️ Support our mission by shopping at the Health Ranger Store - https://www.healthrangerstore.com ▶️ Check out exclusive deals and special offers at https://rangerdeals.com ▶️ Sign up for our newsletter to stay informed: https://www.naturalnews.com/Readerregistration.html Watch more exclusive videos here:
Forget range anxiety. The electric vehicle market is evolving fast. Host Trevor Freeman welcomes back Plug'n Drive CEO Cara Clairman to unpack Canada's new EV policies. They discuss the surge in used EV sales and the truth about public charging stations. Plus, learn how low-cost salt-based batteries could disrupt the global auto industry. Discover what these massive shifts mean for transportation and the future of energy. Listen to the full episode today. Related links Plug'n Drive: https://www.plugndrive.ca/ Cara Clairman on LinkedIn: https://www.linkedin.com/in/cara-clairman-84967318/ thinkenergy episode 71 (EV-olving Transportation): https://thinkenergypodcast.com/episodes/ev-olving-transportation/ Geotab: https://www.geotab.com/ Trevor Freeman on LinkedIn: https://www.linkedin.com/in/trevor-freeman-p-eng-8b612114 Hydro Ottawa: https://hydroottawa.com/en To subscribe using Apple Podcasts: https://podcasts.apple.com/us/podcast/thinkenergy/id1465129405 To subscribe using Spotify: https://open.spotify.com/show/7wFz7rdR8Gq3f2WOafjxpl To subscribe on Libsyn: http://thinkenergy.libsyn.com/ --- Subscribe so you don't miss a video: https://www.youtube.com/@thinkenergypod Follow along on Instagram: https://www.instagram.com/thinkenergypod/ Stay in the know on Facebook: https://www.facebook.com/thinkenergypod Keep up with the posts on X: https://twitter.com/thinkenergypod --- Transcript: [00:00] Trevor Freeman: Welcome to Think Energy, a podcast that dives into the fast-changing world of energy through conversations with industry leaders, innovators, and people on the front lines of the energy transition. Join me, Trevor Freeman, as I explore the traditional, unconventional, and up-and-coming facets of the energy industry. If you have any thoughts, feedback, or ideas for topics we should cover, please reach out to us at thinkenergy@hydroottawa.com. Hi everyone and welcome back. So, any discussion about the energy transition or our efforts to reduce emissions to mitigate the impact of climate change or even just the ongoing adoption of what once might have been considered futuristic technology, inevitably will include electric vehicles, or EVs as we're going to refer to them today. Transportation is one of the major interactions with energy, especially fossil fuel-based energy that most of us have. Heating being the other one. For the average Canadian, how they move around, going to work, going to school, shopping, recreation, etc., very often involves getting into a vehicle which up until maybe 10 years ago, would almost 100% for sure have been a fossil fuel burning vehicle with a few very small exceptions. Today, while the majority of vehicles are still internal combustion engines, there is at least a noteworthy percentage of electric vehicles out there. We probably all know someone who owns an EV, or know someone who knows someone who owns an EV. EVs aren't actually all that new. The first EV showed up in the late 1800s, believe it or not, and at that point and into the early 1900s, it really could have gone either way between electric-powered vehicles and internal combustion vehicles. As we know, internal combustion vehicles definitely won out, and the bulk of the 20th century was all about internal combustion vehicles, and still today that's the dominant method of transportation. But, there is some alternate reality out there where EVs just always were the transportation method of choice. Imagine what the world would look like if that was the case here. But alas, that is not the reality we're living in. The more recent modern EV era kind of sputtered a little bit in the mid-1990s, there was a bit of an attempt, it didn't really pan out, but really got going around let's say 2008-2009, and it's been a steady crawl forward ever since. But, if you are listening to this podcast, chances are you already know all this and you've likely either skipped forward or are listening to me on two times the speed just to get through this to the important stuff, which is EV policy. You never knew you were so excited about policy. So, most of us, including governments, inherently know that the move to EVs is a good thing. It's good for the climate, it's good for consumers, they're kind of better vehicles. But, societal changes don't just happen, and they certainly don't happen fast. So, there has been a suite of policy approaches over the past couple of years or many years to help us get there and help us get there a little bit quicker. In the past year, Canada's EV policy has changed quite a bit. Availability mandates are out, and incentives are back in. Tariffs on Chinese-manufactured vehicles are mostly out, so things are definitely changing. And to help us understand these changes and what they mean, and also just to check in on the state of EVs here in 2026, I'm really excited to have Cara Clairman back on the show. Cara is the President and CEO of Plug'n Drive, a non-profit that strives to accelerate the deployment of electric vehicles to maximize their environmental and economic benefits. And they do this by engaging with Canadians to help dispel myths and fears and uncertainties around EVs using approaches like their EV Discovery Centre, mobile EV education trailer, and their EVs Are for Everyone tour. And this is really about bringing the EV to the individual, to the person, letting them test drive it, touch it, feel it, ask questions of experts. Now, Cara has actually been on the show a number of years ago where she talked to my predecessor, Dan, about the back story of Plug'n Drive a little bit. So, if you're interested in the organization, I encourage you to go back and listen to that episode. We're not going to get into too much of that here today. Cara is a fantastic individual. She's got more than 25 years of experience working in the environmental and sustainability fields, including at Ontario Power Generation where she was OPG's environmental lawyer and later in the role of Vice President of Sustainable Development. Cara was the 2017 recipient of the Women in Renewable Energy's Woman of the Year award, and the 2021 winner of the Al Cormier EV Leadership Award from Electric Mobility Canada. And as you will hear, she is a big fan of EVs, and she thinks you should be, too. Cara Clairman, welcome to the show. [05:01] Cara Clairman: Thank you so much, Trevor. I'm pleased to be here. [05:03] Trevor Freeman: So, this isn't actually your first time on the show, Cara. It's the first time you and I have spoken on this podcast, but you were on our show with my predecessor, Dan, nearly 5 years ago now, and you talked then about how you took Plug'n Drive from just an idea during your time at OPG, to really a national non-profit that's now celebrating its 15th anniversary. And for our listeners, if you're curious about the back story on Plug'n Drive, definitely dig back in the archives and listen to that episode. But, a lot has changed in 15 years, and a lot has changed even in the 4 and a half years since you were last on Think Energy. EVs have gone from kind of this niche idea you'd maybe see one or two around here and there, to, you know, maybe not quite ubiquitous and they're not everywhere, but it seems like they're going in that direction. They're a lot more commonplace. Everybody knows somebody with an EV, or you see them around most times you're out and about. Um, and they are also a very much talked about cornerstone of our national policy. It's an often-talked-about tool for decarbonization. We're going to dive into some of the specifics throughout our conversation, but just looking at the work that you and Plug'n Drive are doing from your EV Discovery Centre to your EVs Are for Everyone tour, how has your mission shifted? Are you moving from convincing people that EVs are a real thing that worked to helping navigate how to get one, what's the complex web of, you know, incentives, etc. What's the difference in your mission now? [06:36] Cara Clairman: Well honestly, I feel like it's really uh the same in a lot of ways. The big difference, as you pointed out, is that we don't really have to explain what an EV is or that it's a decent car. You know, there's some sort of what I would call EV 101 that most people already know now. And like you said, most people have known somebody, or they've at least heard of it. But I would say there's still a high percentage of Canadians that have never ridden or driven one. Uh, and so that's an experience that we find is really the key, like getting the butts in the seats is really the key to helping people get over the hump. And uh, that's sort of the experience that we focus on. We really try to pair a test drive with every event that we do and encourage people to drive so that they can see the benefits go far beyond just the savings and the environmental benefits, that they're just really super fun cars to drive, and if you're a person that likes a quiet, peppy drive, this is the car for you. [07:51] Trevor Freeman: Yeah. Are people coming to your events knowing, "I'm going down the EV path, I'm going to buy one, I need to check this out," or they're coming in kind of thinking, "What are these people doing here at this event or in this parking lot?" Like what draws people to your events? [08:05] Cara Clairman: More more of the former and less of the latter as time goes on, but it depends on the event we're at. So, if it's just they've made an appointment to come see us, which often is the case, we have an appointment system, uh, then they know a little bit, and they're thinking about it, and they want to try it. Uh, if we're just at a festival or fair, which we do, you know, we just are at some event, and they didn't come specifically to see us, uh, then we still meet a lot of people who are like, "What is this?" you know, uh, and so they're earlier in their journey. But what we find is that they need the awareness building, and then they might, you know, make the move a few years down the road, so it still helps them. It's just they're at a different step. [08:50] Trevor Freeman: Yeah, for sure. No, that makes sense. Okay, so what I really want to dive into here today with you is kind of the shifting landscape, or maybe it's already a shifted landscape, um, regarding EV policy, some of the shifts that we've seen even in the last year or two. Um, so recently, you know, we're here in Canada, the federal government repealed the EV availability standard. So, this was the standard that said we want 100% of cars sold in Canada to be zero-emission by the year 2035. [09:27] Cara Clairman: Right. [09:28] Trevor Freeman: And we're moving towards more of an incentive-based strategy. So, a demand-side push rather than an incentive uh sorry, a supply-side push. Does this transition make sense for the average Canadian? Does it risk slowing down the momentum we've built? Kind of where do you stand on on this shift in our approach to EVs? [09:49] Cara Clairman: Right. To be honest, I was a bit disappointed that they repealed what we call a ZEV mandate or ZEV requirement. We were hoping instead of sort of throwing the baby out with the bath water, they would just make the ZEV requirement maybe less onerous and extend the time or something like that, because the benefit of a ZEV mandate um is that it does require dealers to have the vehicles on the lots. And so it actually increases choice, it increases availability, and that's why you hear some people calling it a ZEV availability standard. Trying to explain it to Canadians because it got a bit garbled in the news where it was like, "We're not going to be able to choose a gas car. You're going to be required to buy an EV." Well, that was way down the road. And uh, what it really did in the early years was make sure dealers would have some. And uh, so that's unfortunate, but, you know, got to move on. So, uh, now we're we brought back uh the Feds brought back the rebate, and sales shot up. So, that's good news. And, you know, hopefully, the dealer networks will make the cars available uh in Ontario. The big challenge is that there's still a ZEV availability standard or ZEV mandate in Quebec and British Columbia, which means they get the cars first. And, you know, you do hear, "Oh, this thing doesn't work. This thing is no good." Well, then why do they get the cars and we don't? You know, so it does work. And so, unfortunately, like if you happen to be listening from Quebec or BC, you'll get more choices than we will here in Ontario, and I I, you know, I hope that that, you know, with the demand-side push that, you know, there'll be more showing up. [11:51] Trevor Freeman: Yeah, and we've been through periods where even if you wanted to get uh an EV, even if you wanted if you kind of could afford it, you'd decided this is the right option for me budget-wise, [12:03] Cara Clairman: Yes. [12:04] Trevor Freeman: you're waiting 10 months, or you can't get the option you want and and so [12:08] Cara Clairman: Right. You have to be more tolerant of color or features or whatever. We probably will experience some of that. It's very brand dependent. Like, some brands are very available all across Canada, some aren't. Uh, so it's really quite varied. Um, but um the good news is right now um availability's decent, and there's actually lots available on the used market, and maybe we'll talk about that a little bit later to give people comfort around used, because it's really a great option for people to think about. [12:49] Trevor Freeman: Yeah, absolutely. Let's definitely uh put a pin in that and get back to it. The other big shift I I want to touch on is um or at least it's a big shift that's getting a lot of attention, is the reduction of the previously 100% tariff on Chinese-made EVs down to only a little over 6% now, which effectively opens the doors to Canadians to um have access to these vehicles, so they can be sold in Canada. How do you see this impacting you know, availability and adoption of EVs? Is this going to be a game changer? Are we going to see those kinds of sub-$30,000 EVs on the market? Or is this kind of, you know, one small shift in the market? [13:31] Cara Clairman: Well, the one thing it has done is created tons of curiosity and interest. You know, everybody wants to know about it, everyone wants to see one. Um, there are EV spies, as you may know, everywhere, like EV enthusiasts who are watch, and, you know, we saw some news report that there were a few Chinese EVs on a lot, you know, north of Toronto somewhere, and people are like, "Oh, what brand is this?" and But unfortunately, we don't know uh really the answer to this question that you're asking yet. Um, we're told that the first Chinese EVs will be here in the last quarter of 2026. Uh, and we don't even know yet if they might be brands we already have, you know. They could be Teslas, they could be Volvos or Polestars. Which we already have. [14:22] Trevor Freeman: Yeah. [14:23] Cara Clairman: So, uh, we're hoping we'll see some low cost, you know, BYD or Geelys or whatever else, you know, but we don't know. Yeah. And uh, and it will be exciting to watch, and, you know, we're watching and trying to find out when the first vehicles are going to be available or shown, but nobody knows the answer yet. [14:48] Trevor Freeman: Are you getting like when you interact with people that are in the EV market, are you getting more questions about that? Are people kind of excited about this? Yeah, okay. That's good. [14:56] Cara Clairman: Yes. And it's a mixed bag. You know, some people are very wary about it. Um, and what I try to say is look, we already have you know, these phones. You know, so I'm not worried about the whole security and that someone's going to be watching you know, that part of it I really think is a bit of a red herring. We've already gone there, you know, so so and people's information is out there. You know, I mean, so that's not a big concern to me. Um, I think uh the quality we don't have to worry about. Uh, these cars are widely available in Europe, in uh Mexico, and in South America, and they're good. [15:47] Trevor Freeman: Yeah. [15:48] Cara Clairman: So, we don't have to worry about that. It's just going to be Canadians, you know, be willing to give them a try, and we'll see. Most people say that they would, so we'll see. [15:59] Trevor Freeman: And I guess the, you know, it's either you're trying that car or hopefully the presence of these cars, hopefully a little bit cheaper is also influencing what other manufacturers are doing and realizing, "I've got to compete in that marketplace." [16:11] Cara Clairman: Right, exactly, Trevor. Remember, I mean, you might be too young to remember when the Japanese cars first came to Canada in the 80s. And everyone had these exact same concerns. And you know, what it did was it made the American brands improve. And so, you know, I'm hopeful, and just to remember, these are coming in a very low quantity initially. They're not going to change the market in these next couple of years. If, you know, they open up the door more widely, you know, that's a different thing. But for now, it's a really tiny percentage. It's like less than 50,000 cars, and it's something like 3% of the Canadian auto market, so it's tiny. [17:01] Trevor Freeman: Yeah. Got you. So, the the new uh or the the renewed incentive that the federal government's brought in Electric Vehicle Affordability Program, um which is providing an incentive for electric vehicles or zero-emission vehicles, um there's a strict $50,000 price cap for any imports, meaning some of those higher-end EVs that are made elsewhere won't qualify for this. Is is $50,000 the right price point? I look at just the price of vehicles in general these days, it's definitely trending up, way higher than I would prefer it to be. Is that the right price point given what's available? Is there enough availability under that price point? Um, and you know, does this affect the kind of conversation that you're having with potential buyers? [17:56] Cara Clairman: Right now, there's not a lot available under that price point. I mean, I think it is encouraging certain brands to bring a version that is below the price point. Uh, and it has increased sales, so there obviously are some that, you know, qualify. Uh, the truth is, gas or electric, it's hard to find vehicles under that price point. Um, so yeah, would I have liked it to have been a little more generous? Sure. Uh, but it is helping, and I do see some automakers shifting prices. I mean, I don't know if you saw that Tesla now has brought out a car that fits just under there. Mhm. So it does do that, and uh it does just encourage people to look. And then maybe they'll buy a used EV. Yeah. You know, so it does sort of open the door, it encourages people to have a conversation, to look around, uh it sparks interest, which is a good thing. [19:04] Trevor Freeman: Yeah, and I mean, Ford is looking at how do we come out with a $30,000 truck, and that would qualify for this. [19:11] Cara Clairman: And the Bolt qualifies, the new Bolt, and it's a great car, and the new Leaf, uh, you know, is coming under there. So, there are good cars under there. I mean, Canadians do love their trucks and SUVs, and unfortunately, those do not make it. [19:30] Trevor Freeman: I know. Yeah, you're totally right. Um, so obviously Canadian manufactured EVs are exempt from that price cap. [19:38] Cara Clairman: Yes. [19:39] Trevor Freeman: Are you seeing a game of kind of buy local versus get an incentive? Um, you know, how does this come into play? Is that part of the conversation? [19:51] Cara Clairman: Well, right now, buying local is just about impossible. Yeah. I mean, there's there's literally two vehicles that are made partially in Canada, and, you know, we've heard a bunch of announcements recently that Canadian manufacturing of EVs has either been postponed or gone off the rails altogether, which is really unfortunate, cuz I was really looking forward to being able to buy a Canadian-made EV. Uh, you know, these plans change, they could come back, you don't know. Uh, but right now, it doesn't look that easy to buy a Canadian-made EV. I mean, there's basically the Pacifica and the Dodge Dart. Mhm. You know, that's it uh right now. Uh, and you know, Toyota's going to make some RAV4s, which will be great. Um, you know, Honda just announced they're not going ahead with their plans, um so it's really unfortunate. The thing that I try to remind people is manufacturing is one thing, and EV adoption in a way is completely separate from that, Yeah. because we manufacture cars primarily for the US market. I mean, Canada's almost an afterthought. And so, that's the reason this is happening, it's because of tariffs, it's because of bu- you know, America First policies, it's because of, you know, US politics. And uh, it's really unfortunate for the Canadian auto industry, but it doesn't mean EV adoption won't continue to really grow. It just means we're going to be buying cars that aren't made here. [21:39] Trevor Freeman: Yeah. Well, and that's kind of the next place I want to go with this conversation is our own manufacturing industry, as you've just pointed out, is so tied in with the United States um manufacturing industry and Mexico. That's actually where I grew up in Windsor. My family is an auto family. My first job was kind of in the auto industry. Um, and the intricacies and and interties between those two industries are very, very tight. But, we're at this stage where we seem to be, not seem to be, we definitely are, moving in different directions policy-wise, especially when it comes to EV policy and trade policy in general. Um, that creates challenges and friction. We're trying to build maybe more of a manufacturing base here. The US is trying to pull that back. And that pull is strong. Yeah. It is, yeah. [22:34] Cara Clairman: I mean, they have the population. I mean, we can't fight that very well, and, you know, we'll time will tell. I mean, Trump won't be there forever, but a lot of the damage will have been done. And I know there's a lot of folks really working hard on maintaining the automaker footprint we have here. It's a huge challenge. [22:54] Trevor Freeman: Mhm. Yeah, is there a way to kind of thread that needle for pushing EV adoption? You know, we're kind of falling behind adoption rates that we've seen elsewhere, Europe, Asia, etc. Pushing that while still bolstering our own manufacturing base, trying to maintain these ties with our largest trading partner? Like how how do you I have to admit I'm not an expert on the industrial side, like on the commercial and manufacturing side of things, but from people that are, what I hear is, you know, we may have to let the Chinese, Indian, uh, Vietnamese uh, manufacturers come in and manufacture here in Canada instead of the brands we're used to being manufactured here. And that's something that could happen. That's something that would sort of replace I mean, the ones that are a real problem are the American-made the American brands, you know. They're really feeling the pull to manufacture in the US. Uh, so time will tell. Uh, you know, we may just be making different cars than we were making before. I hope we'll still be making them. [24:14] Trevor Freeman: Yeah, well and there's I mean, you can kind of see the government trying to do exactly what you said, entice companies to do some part of manufacturing here. They've got this tradeable import credit system where, "Hey, if you invest in manufacturing in our country, you get credits to sort of buy your way through our import market. It can offset some of the tariffs that might be in place." You know, that's a mechanism to do exactly what you're saying we might see. [24:41] Cara Clairman: Right. And some of those brands don't mind sending their vehicles anywhere from Canada. You know, they're not as focused on the fact that Canada has what's considered quite a small market, um given our population size. Uh, and I think in the future, well maybe the tariffs are going to change if the American if American politics changes. Yeah. You know, so I do think that's possible, um like I said, some of the damage will have been done if you know, if GM moves production to Detroit or wherever else, you know, they're not going to move back. But um you know, time will tell. I mean, I do think we'll have some manufacturing still in Canada and hopefully more than what it looks like right now. [25:31] Trevor Freeman: Yeah, I mean it'll be interesting to see. As you say, these policies may not be in place forever, but some of the reaction that is going to happen now in terms of do I move my manufacturing base back to the US, that will persist, and you're not going to make two moves, you're going to kind of make a one time tough one. [25:46] Cara Clairman: No, and especially if it creates some job uh you know, a bunch of jobs in the US, the next US president, even if they're Democrat and they get rid of tariffs and stuff, they're not going to move it back. Yeah, exactly. Exactly. [25:57] Trevor Freeman: Okay, so um let's let's kind of zoom back in a little bit here. So, Plug'n Drive, um you've been doing these uh EVs Are for Everyone tours, um kind of as we talked about earlier, giving people access that might not otherwise have access to to understand, try out EVs. And you've been doing this kind of across the board, including in smaller communities. Is there something that you hear differently in a small town, a rural area, compared to a big urban center, you know, Toronto, Ottawa, etc. Oh definitely. [26:30] Cara Clairman: Well, the big thing is they don't have access, as you said. So in a smaller community, they might only have a handful of dealers, and those dealers may or may not carry EVs. And so they really don't get a chance to try them, and trying, as I mentioned at the off the top, is the key to buying. Yeah. And uh, whatever preconceived notion you might have had, you know, it kind of melts away once you get behind the wheel, even just the reality of like, "Oh, this is a great car." You know? And and so, whatever that experience, or whatever they thought it might be, it's it's gone. And uh, and so, it's a really important uh part of the process. And so, that's the main thing in a smaller community, they don't have that. Now, the other thing that we noticed is how far people drive. Now, people do drive farther in a smaller community, but what has surprised us is they don't drive as far as they think. Hmm, interesting. Yeah. And most of us actually don't drive as far as we think. Yeah. We might sit in traffic and stuff, even like us, you know, in big cities. Um, but we don't actually go that many kilometers, or not as many as we think. Um, and they don't either. And, you know, what they do is they, you know, into town, back and forth, for soccer, you know, same as anyone. Yeah. You know, so for for for sports or whatever for their kids, and then shopping or see Grandma or whatever. Um, and then once in a while, a long trip. And that is a thing that weighs heavily on Canadian minds is the road trip. Yeah. We are really obsessed with the road trip, and it's a one-off trip. And this is the thing we can't seem to shake loose, which is, you know, "What am I going to do if I need to drive to" and you fill in the X. Yeah. It could be across Canada, which hardly anyone does, or it could be like my trip to Algonquin, or my trip to Maine, or, you know, not right now, trip to uh, PEI let's say. Um, whatever. It's like, that one-off trip is so important to people, and we try to say, "Okay, yeah, that's more challenging in an EV. It can totally be done now, but it's still harder, and we sort of say try to think about your car for the 98-99%, not the 1% of trips." I might have even said this 5 years ago. Like, it's still a thing that we can't seem to, you know, stop people from fixating on, and we sort of say, "You know, with all the money you're going to save, you can" and we should talk about the savings because people do not understand that. Uh, all the money you're going to save, you can rent a car, or do something else, or what I do, once every 2 years, is swap with my brother-in-law who's got a minivan. Mhm. You know, and you can solve that problem for a one-time trip. Don't make that that's a bad way to choose a car anyway, gas or electric. Yeah. You know, because you're going to spend a lot more on gas hauling around a bigger, heavier car. Uh, so, even if you're not ready, it's a bad idea. [30:04] Trevor Freeman: So, in terms of So, availability of charging is one of them, and there's that road trip idea for sure. There's also, I mean, we hear, and me working at the utility, as people are trying to put chargers in, we hear this a lot. People's preferred charging location is at home. We know that, that's where people want to charge, they want to plug in at home. Yes. Not everybody has a driveway or a garage, not everybody can install a charger at home. So, one of the things the federal government has been doing over the last little while is trying to increase access to public charging. Yes. Where are we at with our sort of public charging infrastructure? Is the network kind of built out to handle those road trips, or to handle that kind of, you know, someone who lives in a multi-res building, a condo, an apartment that can't charge at home? Where are we on that front? [31:18] Cara Clairman: Okay. I would say, as a very early adopter, you know, I had my first EV in 2011, so, you know, from my perspective, the network's amazing. Yeah, yeah, yeah. There was one supercharger, or like, fast, I mean, it was a slow fast charger, uh, in all of Ontario at that time. I mean, so now, there's more than 40,000 chargers across Canada. Uh, there's, you know, about a quarter of those are fast chargers at highway stops and convenient places. If you live in urban suburban Canada, and you commute, it's basically solved. Like, it's so good. I'm- and then, I'm sure someone will listen and say, "Well, for me, it's not." Okay. There- there's still gaps. Is it perfect? No. But it's really quite good, and you just have to go to PlugShare or ChargeHub and take a look, and you'll be shocked at how many chargers there are. I mean, there are a lot. [32:27] Trevor Freeman: For our listeners, PlugShare and ChargeHub are both kinds of resources that map out all the chargers, the status, is it broken, is it fixed, here's what it costs, it's really great resources. [32:39] Cara Clairman: Yes, everything. All the information you need. And all EV drivers will have that app on their phone. Mhm. Uh, then where it is challenging, you know, we got to acknowledge, even like an EV enthusiast like me, got to acknowledge, it's not perfect. Where the big challenges still exist is multi-unit residential, still challenging, and rural remote. Mhm. Still challenging. So, not so much for people who live rural remote, who want to, let's say, drive to town or drive to somewhere, to the city. That's okay. It's if you want to take a really long trip into rural, let's say, from Ottawa to Thunder Bay or Toronto to, you know, Winnipeg. That's still a challenging drive. It's doable, but it's hard. Um, if you're a commuter, which, you know, most of us are, you know, and you can charge at home, I mean, it's done. It's great. I mean, for someone like me, it's fantastic. I mean, I drive about 80 kilometers uh every week, and it's a snap, you know. No problem. Most of the cars have 400-500 kilometers range. I don't even think about it, even on like a minus 30 day. Where where I do think there's the most work that needs to be done is on the MURBs, multi unit residential. And some of the funding that the Feds have put forward for chargers is going into multi-unit, which is great. Mhm. Uh, condos will get done. Condos are getting done. Uh, where it's hard is apartment buildings. I mean, they're so there you need to search for public charging near you. Mhm. And if you're in Quebec, you're probably going to find it pretty easily, BC, it's getting better. Uh, Ontario is still a bit rough, and the Maritimes and the Prairies, super rough. [34:39] Trevor Freeman: Yeah, we do, Hydro Ottawa actually was a recipient of federal funding to install public chargers. We did a lot of public chargers uh public access chargers in multi-unit residential, you know. It's so important, as you said. Everyone wants to charge at home. Exactly, yeah. And, it's the cheapest, it's and we haven't talked about super low night time prices, and being able to plug in overnight and, you know, right now with high gas prices, people are looking into it. It makes a difference. Well, let's talk about the price then, that's kind of the next barrier, is "Ah, it's too expensive, I can't get into it." Um, tell us about the economics around owning an EV. [35:16] Cara Clairman: So, this is a challenge because people see the higher stick- sticker price, and they say, "Oh, EVs are too expensive." Well, they aren't doing the math, and we are trying to, you try to help, we're trying to help. There's other groups trying to help. We have a great calculator on our website to show the total cost of ownership, and to explain that yes, you pay a little bit more upfront, and the $5,000 rebate if you can get it drops that down to about $5K on average. 5k extra, that's the premium, yeah. 5k extra. Yep. Now, you would make that back in 2 to 3 years easily depending on how much you drive, because electricity is like 1/5 the price of gas, and even maybe more like 1/6 now that gas prices have gone up. Mhm. So, if you're paying $2 a liter, um which I hear, is what, you know, We're not far off, yeah. I don't know, I don't buy gas. Yeah. But, uh, $2 a liter, I'm paying the equivalent of, on time of use, of uh, 28¢, and now on ultra-low, 14¢. Um, I mean, a l- per liter equivalent. For the same driving range, yeah. For the same driving. And so, can you imagine that I can fully charge a 500-kilometer car for like 2 bucks overnight. Yeah, yeah, yeah. I mean, you just can't believe how cheap it is. And if and so if we can get people to sort of understand the pay now to save later, which is hard for people. Yep. And if they lease, it's easier to understand because then they're not sort of shoveling out that money upfront necessarily. Mhm. It's a winner, you know, economically, you know, leaving aside the environmental and health benefits. Mhm. Uh, and so, we really try to help We have a great tool on our website that shows all this called Find Your EV Match, and you can compare any of your own, like all the historic gas cars, like any car that you own is in there. So, let's say you want to compare a 19 99 or a 2015 Civic to a Leaf or a Bolt, or whatever car you're thinking of, uh, you can do the comparison, and it will show you the savings month by month. Mhm. And then it will show you when your kind of hit that crossover and you're in the money. Yeah. And then you basically feel like you're earning money. [37:51] Trevor Freeman: Yeah. I will say, as also, as an EV driver, when I I have two vehicles, one's still a gas car and one's uh an EV, when I have to fill up the gas car, I'm I'm always I compare it to my EV that I don't have to fill up, it's it's night and day when it comes to the cost. It's absolutely night and day. [38:09] Cara Clairman: I mean, it's and also the maintenance. So, there's just no maintenance. I mean, obviously there's a little tiny bit. There's brakes, eventually, even that gets delayed because of the generative braking, Longer, yeah. and, you know, windshield wipers and tires, which you do anyway. I mean, I've now had a Leaf, a Bolt, a Model 3, and an Ioniq 5. Okay, and I have literally never had to do any maintenance except brakes, Mhm on any of them. Yeah, that's amazing. And, they've all been the first gen, right? Like my Leaf was the very first gen Leaf, my Bolt was a first gen Bolt 2017, and uh the Ioniq I think was the second year, which is what I drive now. Yeah. And uh, just nothing. And so, it just to me like, I'm almost like, "I can't believe everybody's not doing it! It's so cheap." Now, I understand some people, if you drive 250 kilometers each way and you, you know, I get it. It's not so simple for everyone. You live in a MURB, but if you live in a single-family home, it's a slam dunk. [39:27] Trevor Freeman: Yeah. So, we've kind of covered charging availability, we've talked about the cost implications. There's a battery performance question of is this battery going to be around for 10 years, the life of the car? [39:39] Cara Clairman: Yes. Especially when used, people are worried about it. [39:41] Trevor Freeman: Yeah, is the range going to get me there, and that kind of ties into charging? Where are we at? Have we seen that technology change in the 15 years that you've been in this space? Where are we at with that? [39:51] Cara Clairman: Yeah. In the early years, I always wanted to be honest, right, because it doesn't help to be overly glowing, and then, you know, people are disappointed, you got to be forthright with people where there are pluses and where there are the minuses. In the early years, of course, the range was really low, and so that was a challenge for people who had to drive long distances. Now the range of the EV is great, that's not an issue for most people anymore. Battery life, people used to say, "Well, how long will the battery last?" And the truthful answer 15 years ago was we don't know, Mhm because there was no information. I mean, Yeah, we hadn't done it. We thought we knew because the Prius had a similar type of battery, as a hybrid, and we thought it should be similar, and those are doing well. Well, now we have 15 years of information, and the batteries are lasting so well. Now, you hear in the news the odd story about a battery crapping out, and it really is anecdotal, and so you can't pay attention to it. Um, it's a lemon situation, right, and that's going to happen, right, there are going to be lemons, just like in a gas car. [41:03] Trevor Freeman: Exactly, yeah. You have to get your engine replaced randomly if you have a lemon, it happens. [41:07] Cara Clairman: Yes, it happens. But the data will tell you, and Geotab has some really good data on their website where they studied how long are these batteries lasting, like 15 years later, and it looks like, for the most part, they're going to outlast the body of the car. Like, 20 years, no problem. So, this idea that you would have to replace a battery is really unrealistic, like, most of us will never have to do that. And no one keeps their car for 20 years, or very few people keep their car for 20 years. No, it's a 10 year window, and if you're like most Canadians, 7 to 10 years, uh, you're not going to be replacing the battery. That's not going to happen. And most of them, uh, sort of a typical battery loss, battery degradation over time is 1 and a half to 2% a year. Hm. So, you're going to see some declines, so let's say at year 5, you should be down no more than 10%, and uh uh, so when you look at a used vehicle, you can do a test on the battery and see how it's doing, something called a State of Health check on the battery. It's a test that any dealer can do, like any service center can do. And you can be confident that it's fine. [42:33] Trevor Freeman: Mhm. So, let's say you brought up used vehicles a couple times here. Let's talk about that as an option for people wanting to get into the EV space maybe a bit more affordably. Yes. Like is the supply out there? Are there a bunch of these sitting around waiting to be scooped up? Yes. Great, now let's talk about it. [42:49] Cara Clairman: Yeah, that's a great news story. So, there's there's um a lot of supply, uh, there's, you know, if you think about it, all the vehicles that come off lease or whatever, you know, even there's now 2023s, you know, available, there're there's a lot of availability. And so, you know, you just go on your favorite, you know, auto trader type magazine, and you will see, uh online, there's tons of availability, and uh, you know, what I say to people if they're worried about battery life, they do that State of Health check on the battery. If you're buying it privately, uh, you can ask. Uh, it's only about a hundred bucks, I think it's worth it. Uh, the other thing you could do, if you just can't figure that out or you don't want to figure that out, is just trickle charge the battery overnight and see, you know, what does it say, how many kilometers uh range you have, and compare that to what the manual says it should have. That's sort of a rule of thumb type of test, it's not as good as the actual test, but it'll give you a good idea. So so the, you know, people should not be afraid of a used EV. And uh, also, if you are really concerned, most of them have, you know, the 8 to 10 year warranty on the battery. And so, if you are really concerned, just make sure you're still in in warranty. Yeah. Uh, you know, don't go older than 8 years, and also check, you know, because sometimes there's a kilometer limit and a year limit, so it's like 8 years or 180,000 kilometers, or you know, they're all a bit different, but um check it, and uh that's a great way of sort of if you still have a year or two left on the on the warranty, then you're sort of safe. Yeah. to see like see how it see how it does. And price point wise, these are coming in at like a reasonable for a used vehicle, a reasonable price point. Totally reasonable, you can get an EVs in the 20s, in the well you can get the oldest ones even lower than that, in like, um, apparently my 2017 Bolt, which we still keep and use, we love it, uh, would only be worth like, I don't know, $12 or $15,000. So, they're cheap, and this one got the battery fixed. I always say to people, the Bolt had a recall on the batteries, 2017 to 2019. And most of them got the battery fixed, so, and then the warranty goes back to year 1. Mhm. So, you basically can get a used Bolt that's almost like a new car because it got a new battery put in, and so those are like gems to find, yeah. Uh, so, they're, you know, that's why we're hanging on to ours, it's great. That's great. [45:41] Trevor Freeman: Okay, Cara, we're getting close to the end of our conversation here. So, uh you know, you've been at this for a while, 15 years of Plug'n Drive, um obviously an EV enthusiast on top of that. What's your general feeling about where we're at right now in 2026? Is it where you thought we would be, maybe looking back a few years ago? Is it, you know, we've got a long road to climb here, where are you? What are you thinking here? [46:08] Cara Clairman: Well, I do tend to be an optimist, but I was probably a little overly optimistic about how fast the transition would happen, and we have had some bumps in the road. Uh, but I would characterize all the stuff that's happened in the last year or two as bumps in the road to eventually everyone having an EV. I mean, I do think it's inevitable still, and I think most of even the, you know, automakers would say it's inevitable. The cars are better, mhm they last better, they perform better, and even without all the environmental and health benefits, they have a lot of other econ- economic benefits. Uh, so I do think it's inevitable. It has been slower than I expected. Mhm. Uh, but, um, I'm still really optimistic about the future, uh, and I think Canadians are going to embrace EVs maybe sooner than than some folks, and and I think all what's happened with with Trump and also this war and all these things has actually got more people asking questions about EVs than ever before, so he accidentally actually spurred on the interest in EVs, which is funny. [47:26] Trevor Freeman: Yeah, and I think we've seen that over over the years, these sort of starts and fits, and no doubt there will be another maybe slow down, but I I tend to agree, we're we're angling in that direction, and there's really no pulling back now. I would, so my oldest is 13, and I remember probably 5, 6, maybe 7 years ago, thinking, "You know, wow, by the time uh he's driving, he may never drive an ICE vehicle, because it'll just all be EVs." So, we haven't quite gotten there, [47:56] Cara Clairman: Yeah, my kids are in their 20s, and they both learned on electric, and they both have never driven a gas car, because we don't have one. Yeah, yeah, that's great. And so I am hopeful, and BC and Quebec have already passed what I would call the tipping point, mhm and so I do think that it's happening, and it's exciting, and it's also a great industry for young people to get into, so um there's lots of lots of pluses. [48:24] Trevor Freeman: Yeah, it's funny on this show, this comes up a lot, and I think all the things that we talked about from utility space to all the energy transition things, EVs being one of them, distributed energy resources, right like if you're a young person looking of what do I get into, what's the thing that I focus on, my goodness, we've got a whole range of things that are are on the cusp, I think of of really taking off, so EVs being one of them. [48:48] Cara Clairman: Electricity, energy, there's a lot of exciting stuff happening in decarbonization, and it's a great field for young people. [48:55] Trevor Freeman: Yeah, absolutely. Okay, so we always end our interviews with a series of questions to our guests, Cara, so I'm going to throw a few at you here. Um, what's a book that you've read that you think everybody should read? Ah. Uh, so professional or personal? Well, you can go either direction. I'll even give you two if you want to do one of each. [49:15] Cara Clairman: Okay. So, professional, uh, I read a book called, I think it's called, We're All in Sales. And it really helped me when I was starting Plug'n Drive. It sort of helps you get over this like, "Ugh, sales." Yeah. Which I think a lot of people have because they don't want to have to ask for money or you know, pitch for money or whatever. And it made you re- It was just helpful in that it talks about how, I mean, we're all in sales in one way or another. I mean, you have to sell yourself, you have to sell your ideas, you have to sell something. Some of us were more direct than others, but it helped me. Mhm. Um, um, and then, for women who are entering the workforce, uh, I read a book called The Feminine Mistake. And it's a play on The Feminine Mystique, which was a huge book in the 60s. Yeah. And, I found it really helpful as a working mom, and have little kids, and it's hard. It's a really hard phase. And that book really really helped me. Um, and then personal, uh, I just read uh a book that I really enjoyed, um, uh, it's actually just been made into a movie with uh, Sally Field, called Remarkably Bright Creatures. It's about an octopus, and it's from the octopus's point of view. [50:47] Trevor Freeman: Oh, very cool. I just saw a trailer for this movie, actually. Finding it. [50:50] Cara Clairman: Yeah. So read the book before you watch the show, Okay. because books are always better than the movie, and more in depth and everything. So it's a great book, especially if you love the ocean and mhm sea creatures and octo- pi? Octopuses? are so smart and it was just really adorable. It was a really fun book to read. It's not like it's great, it's written really well, but it's not hard to access, it's not, you know, it's it's great. [51:21] Trevor Freeman: Yeah. No, that's a good one, that's a good recommendation. Um, so kind of the same question, but um, you know, for a movie or a show, is there something you've watched recently that really has stood out to you that you kind of think everyone should take a look at? [51:32] Cara Clairman: I went back and watched This Is Spinal Tap, Nice. That's awesome. which I hadn't watched. And my husband had never seen it. Oh, gods. And I was like, "What?" Cuz you know, because of everything that happened with Rob Reiner, we went back and we watched it. Still hilarious. Oh yeah, so good. It really stood the test of time, so funny. [51:53] Trevor Freeman: I've got This has come up before with other guests, I've got a list of you know, those movies that were so great for me as whatever, a teenager, that I'm waiting for my kids, ridiculous though. I mean, I have to warn you, ridiculous. I'm waiting for my kids to get old enough that I can bring them into this or that one, and that's on the list for sure. So we'll crank it up to 11 here. Um, so if someone offers you a free round trip anywhere in the world, where would you go? [52:20] Cara Clairman: Oh wow. Uh, I actually just got back from Morocco, and it was so fantastic. Oh, gods. It was so beautiful. Um, but I've never been anywhere in Asia, I'd love to go to Japan. Mhm. I've never been there, and South Korea, because also they're very advanced in terms of technology and stuff, and I there's so many neat things, like autonomous vans and things that they're already using there, and vehicle-to-grid, and all this stuff, and at the base, I'm an electricity nerd, so I I would love to go there. [52:55] Trevor Freeman: Yeah. Uh, who's someone that you admire? [52:58] Cara Clairman: Oh my gosh, there's so many people I admire. Um, Louise Arbour. Um, our new, for our listeners, our new Canadian, uh, Governor General, yeah. New GG. That's awesome. She is fantastic. What a role model for women. She became a judge from being a professor. Mhm. Um, she ascended in a way that not very many people have. She worked internationally, she's, and, uh, she's also a really nice person, a really good person. Yeah. And, uh, an accessible person, what I would say is that she's not at all arrogant, she's funny, she's nice to talk to. I had the privilege of working with her when I was a student. Oh, very cool. And, uh, she's just amazing, and I watch her with, she's inspiring. [53:57] Trevor Freeman: Yeah, that's uh I I agree, I've been reading obviously about her because she's in the news right now, and for our listeners, that's our new uh Governor General, and if you're not from Canada, you can look up what a Governor General does for us here in Canada. Um, very, very exciting. Um, yeah, I agree. Um, last question, Cara. What's something about the energy sector or its future that you're particularly excited about? [54:21] Cara Clairman: Oh my gosh, well, you know, aside from all the stuff we've just been talking about, Yeah. um, actually, I saw a YouTube video about batteries uh just the other day, a Chinese battery maker. And what they're doing in batteries is really exciting with salt, you know, salt based batteries that are going to be so cheap. Mhm. And they basically have it, like it's not this futuristic thing, it's a salt-based battery that costs like a fraction, and so the cheapest EVs will get made with those, and that's going to be a game changer. Yeah. That's pretty cool. [55:05] Trevor Freeman: It is exciting to think about. Now that we're really focusing on EVs and letting sort of just that normal technological improvement iterative process happen, Right. how quickly we might see some of these barriers that we just talked about get solved. [55:19] Cara Clairman: Yeah, they're putting their new technology into drones, into like air taxis and all this stuff, mhm. It's now, it's not sort of this Jetson's futuristic thing, it's like really happening, so that's pretty exciting. [55:40] Trevor Freeman: Yeah, now the energy transition is here, we say it all the time on this show. It's here. It's here. When people say EVs are the future, I say no, they're right now. Exactly, yeah, exactly. Um, Cara, it's been great chatting with you, thank you so much for making the time this morning. I really appreciate your insight into what's happening. [55:56] Cara Clairman: Yeah, my pleasure, my pleasure, nice to talk to you too. [55:58] Trevor Freeman: Yeah, hopefully uh we'll talk again in a few years and be talking about how fast it's moved. [56:02] Cara Clairman: I hope so. [56:03] Trevor Freeman: Awesome. Thanks so much. Take care. Okay, you too. Okay, bye. Thanks for tuning in to another episode of the Think Energy podcast. Don't forget to subscribe wherever you listen to podcasts, and it would be great if you could leave us a review, it really helps to spread the word. As always, we would love to hear from you, whether it's feedback, comments, or an idea for a show or a guest. You can always reach us at thinkenergy@hydroottawa.com.
Get in touch - leave me a messageCarbon data is no longer just something companies report. Increasingly, it may decide whether products can be sold at all.In this episode of Climate Confident, I'm joined by Stephen Jamieson, Chief Marketing Officer for SAP Sustainability, to explore why sustainability is moving from the ESG report into the systems businesses use to run supply chains, finance, product compliance, and AI-enabled decisions. We get into what this means for climate tech, decarbonisation, policy, emissions reduction, net zero, and the wider energy transition.You'll hear why product carbon footprints, digital product passports, CBAM, ESPR, and Scope 3 reporting are pushing companies towards far more granular, decision-grade climate data. Stephen explains why relying on averages will not be enough when carbon insights start shaping market access, investor confidence, supply chain resilience, and commercial competitiveness.We also dig into AI's double edge. AI agents could change the economics of sustainability by scaling product-level analysis across thousands of items, but only if carbon, water, recycled content, and other sustainability factors are embedded in core business decisions. Otherwise, AI may simply optimise the wrong things faster. Listen now to hear how Stephen Jamieson and SAP Sustainability are helping move climate data from reporting theatre into real-world business action.Sign up to Climate Confident+ for deep dive analysis of the major climate and energy stories of the day.Support the showPodcast subscribersI'd like to sincerely thank this podcast's amazing subscribers:Anita KrajncCecilia SkarupaBen GrossJerry SweeneyAndreas WernerStephen CarrollRoger ArnoldAnd remember you too can Subscribe to the Podcast - it is really easy and hugely important as it will enable me to continue to create more excellent Climate Confident episodes like this one, as well as give you access to the entire back catalog of Climate Confident episodes.ContactIf you have any comments/suggestions or questions for the podcast - get in touch via direct message on LinkedIn. If you liked this show, please don't forget to rate and/or review it. It makes a big difference to help new people discover the show.
Send us Fan MailRyan Jude of the Green Finance Institute (GFI) discusses how to mobilise capital for the UK's green home revolution.OverviewIn this episode, Nathan is joined by Ryan Jude, Programme Director at the Green Finance Institute (GFI) and former Cabinet Member for Climate in Westminster. While Nathan admits his expertise lies in the "weeds" of heat pump engineering rather than the world of high finance, the two find common ground in the necessity of making low-carbon technology the "rational economic choice" for the UK public.From the influence of legendary guitarists like Mark Knopfler and Dave Gilmour to the intricacies of Property Linked Finance (PLF), this conversation bridges the gap between technical installation and the financial mechanisms required to scale the UK's transition to net zero.Property Background & The Financial ChallengeThe UK heating sector is currently at a crossroads. While the "want" for green upgrades is increasing due to volatile international energy markets, the "hassle factor" and upfront costs remains a significant barrier for the average homeowner.Ryan explains that "Green Finance" is not a separate entity, but rather a "tinge" on existing financial products—mortgages, unsecured loans, and infrastructure investments—designed to incentivise sustainable upgrades. The goal is a "Green Economy" where the distinction between green and traditional finance eventually disappears.Key Discussion Points & InnovationsThe Evolution of Green Mortgages: Since 2019, the market has expanded from just four niche products to over 93 today, with an estimated £14 billion annually now flowing through green mortgage products.Property Linked Finance (PLF): Ryan introduces the concept of lending against the land rather than the individual. Based on the "PACE" model in the US, PLF allows the debt to stay with the property, lowering risk for lenders and ensuring the liability passes to the next owner if the current resident moves.The "Hassle Factor" vs. Interest Rates: Evidence from Scotland suggests that a 0% interest rate isn't always the primary driver for consumers. Trust, ease of the customer journey, and the "hassle" of installation are equally critical in determining uptake.The Strategic Partnership: GFI is currently co-running a partnership with the government's Warm Homes Plan, involving major high-street lenders like Barclays, NatWest, and HSBC to design accessible, low-interest, government-backed loans.Energy as an Asset: Discussion on how the National Energy System Operator (NESO) and demand flexibility schemes are turning heat pumps, solar PV, and batteries into assets that can actually reduce monthly outgoings through smart usage.Performance & EvidenceThe impact of current geopolitical events, such as the closure of the Strait of Hormuz, has led to a measurable surge in consumer demand.Solar PV: Requests to major suppliers like Octopus and EDF have increased by over 50%.Electric Vehicles: EV demand has mirrored this uptick, as the cost-per-mile (approx. 8p at home vs. 18p at the pump) makes them the cheaper long-term choice.Scale: Over 27,000 solar installations were recorded in March 2026 alone—the highest in over a decade.Closing ReflectionThe transition to a low-carbon home is no longer just a moral choice; it is becoming a financial necessity. As Ryan notes, success will be achieved when the average consumer wakes up wanting the technology not because it is "green," but because it is the smartest way to protect their household from global energy volatility.Support the showLearn more about heat pump heating by followingNathan on Linkedin, Twitter and BlueSky
Peter Carlsson is Co-founder and former CEO of Northvolt, the European battery manufacturing company that raised more than $13 billion to build a homegrown battery supply chain for Europe, before filing for bankruptcy at the end of 2024. Before Northvolt, Carlsson spent more than a decade at Ericsson building global supply chains and later served as VP of Supply Chain at Tesla during the launch of the Model S. In this live episode of Inevitable from the AENU Summit in Berlin, Carlsson reflects on the rise and fall of Northvolt, the realities of competing with China's electro-industrial stack, and what Europe still gets right in manufacturing and innovation. Peter breaks down why batteries became strategically essential to Europe, what operational challenges slowed Northvolt's scale-up, and how changing EV markets, policy shifts, and financing pressures compounded those problems. Carlsson also mentions his new ventures: Aris Machina, an agentic operating system for manufacturing and Sonder Labs, a sodium-ion battery company focused on building chemistry and supply chains less dependent on China. He talks about AI-driven manufacturing, industrial automation, battery geopolitics, and where Europe can still compete in the next generation of energy and hardware systems. Episode recorded on April 28 2026 (Published on May 19, 2026). In this episode, we cover: (0:00) What happened at Northvolt (2:33) Takeaways from Ericsson and Tesla on factory operations (5:52) Why Europe needed a battery champion like Northvolt (7:01) Northvolt's strategy (8:47) The fall of Northvolt (12:23) The decision Peter wishes he had made differently (15:46) Was Northvolt's chemistry bet a mistake? (17:29) Sonder Labs: The promise of sodium-ion batteries (21:42) Can Europe still compete with China in batteries? (24:05) Aris Machina: AI agents for manufacturing operations (27:31) How AI changes factory productivity and the labor market (29:05) Data sovereignty, AI infrastructure and software challenge (32:35) Industrial automation, precision manufacturing, and fusion (34:48) Where Europe still wins (36:01) Final thoughts on Europe's industrial future 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
In het artikel The Energy Transition Paradox – Why Electrification Could Stall Without a Policy Rethink beschrijven de auteurs hoe goedkope hernieuwbare stroom niet automatisch leidt tot een lagere energierekening of meer elektrificatie. Die rekening gaat juist omhoog, elektrificatie blijft achter. Over deze paradox, maar vooral over hoe de politiek die kan doorbreken, praat ik met Paul Nillesen, een van de auteurs. Nillesen leidt de Nederlandse energie- en economiepraktijk van consultant PwC.
OPINION: The false narrative in energy transition activism | May 19, 2026Subscribe to The Manila Times Channel - https://tmt.ph/YTSubscribe Visit our website at https://www.manilatimes.net Follow us: Facebook - https://tmt.ph/facebook Instagram - https://tmt.ph/instagram Twitter - https://tmt.ph/twitter DailyMotion - https://tmt.ph/dailymotion Subscribe to our Digital Edition - https://tmt.ph/digital Check out our Podcasts: Spotify - https://tmt.ph/spotify Apple Podcasts - https://tmt.ph/applepodcasts Amazon Music - https://tmt.ph/amazonmusic Deezer: https://tmt.ph/deezer Stitcher: https://tmt.ph/stitcher Tune In: https://tmt.ph/tunein #TheManilaTimes #KeepUpWithTheTimes Hosted on Acast. See acast.com/privacy for more information.
The aftershocks of the Iran war are reshaping energy markets, investment decisions, and climate politics in very different ways around the world.David, Sara, and Ed sat down with Vijay Vitheeswaran, Global Energy and Climate Innovation Editor at The Economist and 2025 Energy Writer of the Year, to discuss the shock rippling through energy markets since the war in Iran began. On one side are forces accelerating the energy transition like electrification, EV adoption, solar deployment, and rapidly scaling clean tech. On the other are forces pushing toward deeper fossil fuel lock in: energy security fears, coal expansion, oil investment surges, and persistent fossil fuel subsidies. Which force is actually winning?The conversation covered a lot of ground — from samosa vendors in Delhi packing up because cooking fuel tripled in price, to what a potential OPEC collapse could mean for the oil sands.This show's a great listen, especially if you're trying to make sense of a world where the energy transition and fossil fuel lock-in are happening simultaneously.About Our Guest:Vijay Vaitheeswaran is the Global Energy & Climate Innovation Editor of The Economist. He has produced numerous cover stories and won awards for his reporting. He is an accomplished public speaker and his three books have created a stir, with accolades ranging from lengthy reviews in The New Yorker to shortlisting for the FT/McKinsey Business Book of the Year prize. The Financial Times has declared him to be “a writer to whom it is worth paying attention.”Vijay is a Life Member of the Council on Foreign Relations. He serves as an advisor on innovation to the World Economic Forum/Davos, and has taught at NYU Stern Business School and Northwestern University. Vijay is an alumnus of Harvard Business School and the Massachusetts Institute of Technology. Send us a text (if you'd like a response, please include your email)Follow us on:LinkedInBlueskyX/TwitterInstagramEnergy vs Climate relies on the support of our generous listenersDonate to keep Energy vs Climate goingProduced by Bespoke Podcasts
Rob Black is Cabinet Secretary of the New Mexico Economic Development Department, and Bruce Brown is Head of Strategic Climate Initiatives at the New Mexico State Investment Council, the state's $72B sovereign wealth fund. Together, they are driving one of the most ambitious state-level strategies in the U.S. to turn energy wealth into long-term climate innovation and economic growth. The conversation also features MCJ portfolio founders building in the state: Carrie von Muench, Co-founder of Pacific Fusion, developing modular fusion energy systems, and Carl Hoiland, Co-founder and CEO of Zanskar Geothermal, using AI to discover and scale geothermal resources. Together, our guests explore how sovereign capital, policy, and startups intersect—from funding venture managers and attracting hyperscale projects to enabling first-of-a-kind (FOAK) infrastructure. The episode highlights what it actually takes to build (climate) companies in a new geography, and how New Mexico is positioning itself as a hub for advanced energy and climate tech. This episode of Inevitable was recorded in front of a live audience on April 22, 2026 at the SVB Experience Center during SF Climate Week. (Published on May 12, 2026). In this episode, we cover: (0:00) Overview of New Mexico's development strategy (2:06) Becoming a climate innovation hub (4:31) An overview of the state's sovereign wealth fund: $72B capital (6:27) Investing for returns while hedging energy transition risk (10:34) Economic growth, poverty reduction, and workforce investment (14:20) Why New Mexico is betting on climate and energy (17:32) How the state supports startups: incentives and “white glove” service (20:26) The shift in strategy: from local funds to global venture partners (22:36) Scaling the model: billions into venture and new industries (25:03) Transmission, infrastructure, and enabling energy deployment (27:00) Building data centers, microgrids, and large-load demand (35:11) Pacific Fusion: building modular, scalable fusion systems (35:23) Zanskar Geothermal: AI-driven geothermal discovery and development (40:23) Why New Mexico: resource potential vs. siting strategy (45:29) What founders actually get from the state and what still needs work (50:22) Lessons for builders: permitting, incentives, and scaling fast 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
Get in touch - leave me a messageStreetlights sound boring. Until the grid fails and they're the only lights left on.In this episode of Climate Confident, I'm joined by Liam Ryan, CEO of Streetleaf, a climate tech company rethinking one of the most overlooked pieces of public infrastructure: the streetlight. And yes, I know. Streetlights. Hardly the sexiest corner of the energy transition. But this conversation quickly becomes about something much bigger: resilience, decarbonisation, public safety, emissions reduction, and how we build communities that keep functioning as extreme weather puts more pressure on the grid.You'll hear why the real cost of streetlighting often isn't the electricity at all. It's trenching, wiring, maintenance, utility control, copper theft, repair delays, and infrastructure that can take far too long to fix. Liam explains how solar-plus-battery streetlights can avoid much of that mess while helping cities, developers, and communities move closer to net zero.We dig into how Streetleaf's lights performed during hurricanes, why three to five days of battery backup matters, how monitoring changes maintenance, and why policy can help but won't replace cost and performance. You might be shocked to learn that in some cases, utilities can delay streetlight repairs for months while the customer keeps paying. Delightful system design, if your goal is public frustration.This is a practical episode about climate tech that works in the real world: faster installs, fewer wires, lower emissions, better uptime, and infrastructure that earns its keep when conditions get ugly.
Our Energy Transition Series continues to bring you leading global content to support your energy transition journey. During this session, focussed on unlocking capital pathways for the energy transition, we discussed how investors can access energy and infrastructure opportunities more effectively, current capital flows across risk profiles and what this signals for future allocations, the scale of global grid investment needs and emerging bottlenecks to unlocking private capital, and the growing range of deployment opportunities as investment strategies continue to broaden.
Wind and solar resources are providing more clean, low-cost electricity to the grid than ever before, but the intermittent nature of renewable generation requires careful planning. In the latest episode of the Power Trends podcast, NYISO Director of Grid Transition Udayan Nair breaks down what the latest data reveals about wind and solar performance, and what it means for reliability in New York as electricity demand continues to grow.Notably, the electric grid has seen remarkable growth in behind-the-meter solar capacity in recent years, surpassing the solar goal in the state's Climate Leadership Community Protection Act (CLCPA).“We had a goal in CLCPA to reach 6000 megawatts by 2025,” Nair said. “We were at over 6,800 megawatts of capacity last year and it's grown by about 1,000 megawatts per year since 2020. That's a remarkable success in terms of the capacity that has been added to the grid.”Front-of-the-meter solar, which refers to grid-connected solar installments that participate in the NYISO's energy markets, has also seen increased capacity in recent years. While no new wind installments were added in 2025, existing units performed better than usual due to stronger wind patterns, Nair said. Nair discussed factors that contribute to renewable performance, including seasonal weather, demand patterns, and curtailments. He explained why solar and wind must be paired with transmission, storage, and flexible resources to keep the grid reliable, particularly during summer heat waves and winter cold snaps. The latest renewables data showcases the growing contribution of renewables in the current fuel mix and underscores the need for an all-of-the-above approach to development as New York's electric system continues to evolve. More resources: View the 2025 Renewables Report.Learn MoreFollow us on X/Twitter @NewYorkISO, LinkedIn @NYISO, Bluesky @nyiso.comRead our blogs and watch our videos
Ireland's electricity system is failing to keep pace with the energy transition, according to the Climate Change Advisory Council. Around 10% of available renewable electricity could not be used last year due to grid constraints and curtailment, the highest rate since records began in 2016. We get reaction to all this with Alex White, Chair of the Climate Change Advisory Council.
This week on the podcast, Jackie and Peter are joined by Marcus Rocque, Vice President of Research at the ARC Energy Research Institute. This episode focuses on how the oil and gas shock from the closure of the Strait of Hormuz is reshaping the outlook for clean energy, including how governments are rationing oil and gas use through policies such as work-from-home measures and lower speed limits. There is already evidence of increasing sales of alternatives, including EVs, heat pumps, and electric cookstoves. The shortage, however, is also expected to increase demand for coal as an alternative in countries like India and China, which have abundant domestic resources that provide energy security. The podcast discusses whether this could change long-term demand for oil and gas and the implications for Canada. They also consider some of the latest news in Canada, including last week's visit to Ottawa by IEA Executive Director Fatih Birol, and reports that the federal government is proposing to reverse the order of environmental approvals, allowing cabinet to green-light projects prior to the completion of technical assessments and approvals, along with implementing a maximum one-year review period. Finally, Premier Danielle Smith also traveled to Ottawa last week and left with a confident message about the delivery of the MOU.Content referenced in this podcast:Globe and Mail, “Canada should accelerate new energy infrastructure as market shifts, IEA chief says” (May 4, 2026) Latitude Media, Jigar Shah, “This isn't demand destruction. It's rationing.” (April 24, 2026) Premier Danielle Smith's post on X regarding her positive meeting with Prime Minister Mark Carney on the MOU agreement (May 8, 2026) FT, Spencer Dale, “Why the Iran war might not spur a faster transition to low carbon energy” (May 4, 2026) 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
Hear from Kingsmill Bond, Senior Energy Strategist at Ember, as we explore why renewables and electrification are reshaping the global energy system faster than many realise. We talk a great deal on this podcast about the risks and the policy challenges of the climate transition. But if that transition is actually going to happen — and happen at the speed that the science demands — there is something that has to sit at its very centre. Not the frameworks, not the disclosure requirements, not the net zero targets. The actual physical transformation of how we generate and use energy. The growth of renewables. The electrification of the things we use every day: our cars, our heating, our industry. Without that, everything else is commentary. So where do things actually stand? How fast is the transition really moving? What does the data tell us that the mainstream forecasts might have overlooked? And in a world of geopolitical turbulence, rising energy security concerns, and significant political headwinds, what are the barriers still standing between where we are and where we need to get to? This episode attempts to answer those questions. We'll be covering: Why flows matter more than stocks — and what the data tells us about how fast the transition is really moving The geopolitical energy shocks of the 2020s, what makes them different from the 1970s, and why this time we actually have solutions And what all of this means practically for risk professionals trying to get ahead of the transition rather than simply react to it ---------------- To find out more about the Sustainability and Climate Risk (SCR®) Certificate, follow this link: https://www.garp.org/scr For more information on climate risk, visit GARP's Global Sustainability and Climate Risk Resource Centre: https://www.garp.org/sustainability-climate If you have any questions, thoughts, or feedback regarding this podcast series, we would love to hear from you at: climateriskpodcast@garp.com ------------------ Today's Speaker Kingsmill Bond is Senior Energy Strategist at Ember, an open data think tank that has been tracking the growth of renewable energy and its impact on the global electricity system. Kingsmill spent years as a financial analyst and strategist at some of the world's leading investment banks before making the transition to energy. This has seen him working at Carbon Tracker and the Rocky Mountain Institute before his move to Ember.
Eddy Chiang is Co-founder and CEO of Moment Energy, a company building commercial-scale energy storage systems from repurposed electric vehicle batteries. By testing, certifying, and remanufacturing second-life battery modules, Moment Energy is creating lower-cost alternatives to new lithium-ion storage while extending battery lifespans by decades. In this episode of Inevitable, Chiang explains how a growing wave of retired EV batteries is reshaping the energy storage market—making recycling alone economically unviable. The conversation covers the technical and regulatory challenges of certifying second-life systems, how Moment Energy became the first company to achieve full UL certification, and why safety, not cost, is the real barrier to adoption. We also explore how distributed battery systems can replace traditional grid upgrades, why hyperscaler demand is accelerating deployment, and how Moment Energy is positioning storage not just as a product, but as long-term infrastructure designed to last 100 years. MCJ is a three-time investor in Moment Energy. The company just closed a $40M Series B co-led by Evok Innovations and the Canadian Growth Fund — with the participation of Amazon, Liberty Mutual, Voyager and our fund. Episode recorded on April 14, 2026 (Published on May 5, 2026). In this episode, we cover: (0:00) An overview of Moment Energy (2:47) Moment Energy's market evolution (6:37) What certification means and why it's the hardest part (10:22) Are second-life batteries actually safe? (12:15) Hardware + software: how Moment Energy builds safe systems (15:39) Moment Energy's product: modular, distributed battery systems (19:06) Batteries vs grid upgrades: the core economic tradeoff (25:35) Repurposed batteries and domestic supply chains (29:49) The second life of EV batteries and why most still have value (35:20) Designing battery systems to last 100 years (42:53) Demands for AI, hyperscalers, and distributed storage (47:55) Working with Amazon and scaling deployment 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
Get in touch - leave me a messageWhat if better buildings are one of the most practical climate resilience tools we already have?In this episode of Climate Confident, I'm joined by Darren Macri, Co-CEO of Wythe Windows and rising president of the Passive House Network. We talk about why passive house is not just a building standard, but a practical climate tech pathway for decarbonisation, emissions reduction, energy security, healthier homes, and a more resilient built environment.You'll hear why buildings can cut heating loads by up to 90% through airtightness, better insulation, mechanical ventilation, thermal bridge-free design, and high-performance windows. We dig into how this shifts passive house from a niche green design idea into something far more urgent: infrastructure that helps people stay safe during outages, heatwaves, storms, and fires.You might be interested to learn how leaky buildings can make wildfire damage worse, how poor windows contribute to mould, noise, asthma, and energy poverty, and why retrofitting existing building stock may matter even more than making new builds cleaner. Darren also explains why adoption is often blocked less by technology than by training, policy, codes, business habits, and fragmented construction practices. Imagine that: the physics works, but humans still need meetings.We also cover affordability, net zero, the energy transition, local manufacturing, and why better buildings can reduce bills while improving comfort and health.
In this week's episode, host Kristin Hayes is joined by podcast-host-turned-guest Daniel Raimi, a fellow at Resources for the Future (RFF) and director of RFF's Communities in the Energy Transition initiative, to discuss Raimi's research on energy communities and his work establishing a highly collaborative ongoing project: the Resilient Energy Economies initiative. Though all communities depend on energy, “energy communities” are communities whose economic livelihoods are dependent on fossil fuels. Raimi recounts how his early career experiences inspired him to study the complex dynamics of fossil fuel–dependent communities amid a shifting energy sector. The oft-overlooked economic complications that arise in energy communities have been motivating federal, state, and local efforts to preserve and protect financial stability for residents after energy companies leave town. Whether in Wyoming, Pennsylvania, Texas, or a Tribal nation, Raimi maintains that engaging with the people who actually are living in these fossil fuel–dependent local economies enables a holistic understanding of the mammoth impact of the fossil fuel industry in the development of the United States and in the communities where the industry is central to their life and livelihoods. References and recommendations: Resilient Energy Economies initiative; https://www.resilientenergyeconomies.org/ “Building More Resilient Energy Economies,” a webinar series hosted by Resources for the Future; https://www.rff.org/topics/communities-in-the-energy-transition/webinar-series-building-more-resilient-energy-economies/ “Vigil” by George Saunders; https://www.penguinrandomhouse.com/books/564991/vigil-by-george-saunders/ Subscribe to stay up to date on podcast episodes, news, and research from Resources for the Future: https://www.rff.org/subscribe/
Patrick Tiernan has come into the CEO role at Lloyd's with the market brimming with confidence after a third successive year of strong profitability. Now that competitive forces are reasserting themselves with renewed vigour, the question is what next? From this meeting the future at Lloyd's is one full of increased velocity and innovation in all things. New leadership, new forms of underwriting, new targets and ambition, new risks, new ways to transact business, new skills and attitudes from the people who work in the market and new capital structures to bear the financial load. Recorded live in the centre of the Underwriting room by the Rostrum on a busy working day this is an energetic encounter from start to finish. If you want to get a clear feel for the charismatic new Lloyd's CEO's strategy and modus operandi, this will get you up to speed in no time. Patrick is easy to talk to and is disarmingly frank. From my experiences of doorstepping him whenever I have had the chance over the past five years, I can promise you that we would have had the same conversation whether or not the microphones had been turned on. What you see is what you get. So listen on for an audio roadmap for the market of the next five years and beyond. NOTES: The Sean Patrick Refers to is of course Sean McGovern, Lloyds Council member, CEO of UK and Lloyd's at AXA XL and current Chair of the LMA. ICX and TCX are respectively the special Innovation and Energy Transition risk codes used to account for novel premium transacted in the Lloyd's market. LINKS: We thank our naming sponsor AdvantageGo, now part of Sapiens: https://www.advantagego.com
Soaring European power prices driven by the Iran conflict are sending governments and investors scrambling toward solar and other renewables at a pace never seen before. We explore whether this energy shock represents a permanent turning point for clean energy investment or just a temporary spike in interest.Today's Stocks & Topics: Bank of America Corporation (BAC), Market Wrap, WisdomTree Enhanced Commodity Strategy Fund (GCC), Will the Iran War Be the Catalyst That Finally Supercharges the Green Energy Transition?, Teck Resources Limited (TECK), The Charles Schwab Corporation (SCHW), Covered Call Options, Economic Growth Numbers, Lululemon Athletica Inc. (LULU), GDP Ratio.Our Sponsors:* Check out Pebl: https://hipebl.ai* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai* Check out Quince: https://quince.com/invest* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands
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.
Nuclear is having a global moment. But the story in Canada is a lot more complicated.David, Sara, and Ed sat down with Prof. Jason Donev of the University of Calgary for a full, unsparing look at where nuclear fits in a rapidly growing and electrifying Canadian grid.Jason is one of the clearest thinkers on energy systems in the country. He's also someone who started out opposed to nuclear and changed his mind. We set this episode up to tackle two questions. First, what is the case for new nuclear right now, given rising electricity demand from electrification, industry, and AI. And second, why Canada, despite decades of experience, has struggled to build new projects beyond Ontario and New Brunswick.A few things you'll hear about:Canada had a nuclear accident in 1952. Jimmy Carter helped clean it up.“Small” modular reactors can be up to 300 megawatts. A CANDU is closer to 700. “Small” is a relative term.Darlington's BWRX-300 is a closely watched test case for Western SMRs. Will costs fall with follow-on units, or will nuclear repeat its Achilles heel and get more expensive?It turned into a lively and wide-ranging conversation on costs, timelines, small modular reactors, and the deeper issue that keeps coming up with nuclear. The physics may be solved, but the politics and institutions are not.About Our Guest:Prof. Jason Donev is a tenured professor teaching Energy Science and Physics at the University of Calgary. He leads EnergyEducation.ca, the world's largest and most widely used energy resource for adults. Timestamps:(00:00) Introduction(02:20) Jason's journey from nuclear skeptic to advocate(06:53) A brief history of nuclear in Canada(12:39) Canada's nuclear accident record — what really happened(17:56) The global nuclear resurgence: 40 countries, tripling by 2050(20:27) SMRs: hype vs. reality(22:58) Is nuclear being used to delay climate action?(30:09) Why Western nuclear costs are "a joke" — and what to do about it(31:57) Nuclear waste: real problem or political football?(36:06) Why nuclear needs BOTH big business AND big government(52:07) What should Canada actually do?
This episode was first aired on 28/07/2022Is hydrogen gray until proven green? When looking into the energy transition and options for clean sources of energy, hydrogen is often listed as one of the key solutions for the future. The hype about its potential is undeniable, but so are the critics about its costs, efficiency and sustainability. In this podcast episode, you are invited to participate in a "trial by podcast," where you act as the jury, weighing evidence presented by both sides—Solar and Wind Energy versus Hydrogen—in a compelling debate over the viability and sustainability of hydrogen as a key player in the quest for a greener future.With exhibits ranging from research articles to interviews with experts like Jean-Marc Jancovici, the podcast offers a comprehensive overview of the current state of hydrogen technology, its economic feasibility, and its potential to revolutionize various sectors, from transportation to industrial processes. As an ‘expert witness', Allan Baker, Global Head of Power at Societe Generale*, discusses the state of play of Hydrogen in the economy.Ultimately, the episode challenges you to critically evaluate the evidence and form your own conclusions regarding the role of hydrogen in addressing climate change and advancing global sustainability efforts. As the trial concludes, it becomes evident that while hydrogen holds promise, further innovation and investment are necessary to realize its full potential as a sustainable energy solution in the journey towards Net Zero emissions.“Calling Hydrogen to the Stand” offers a unique blend of expertise, entertainment, and critical analysis, making it a standout addition to any listener's playlist. Presented as a "trial by podcast," this episode takes a creative approach to exploring the topic of renewable energy, providing an engaging and immersive experience for listeners as they become jurors in a compelling debate.*Since the episode originally aired, Allan Baker has been serving as Global Head of Advisory and Energy Transition at Societe Generale.About this showWelcome to 2050 Investors your monthly guide to understanding the intricate connections between finance, globalisation, and ESG.Join host Kokou Agbo-Bloua, Head of Economics, Cross-Asset & Quant Research at Societe Generale, for an investigation of the economic and market megatrends shaping the present and future, and how these trends might influence our progress to meeting 2050's challenging global sustainability targets.In each episode, Kokou deep dives into the events impacting the economy, financial markets, the planet, and society. Through a magical blend of personal anecdotes, in-depth research and narratives overlaid with music, sound effects, and pop culture references, there's certainly something for everyone.CreditsPresenter & Writer: Kokou Agbo-Bloua. Producers & Editors: Jovaney Ashman, Jennifer Krumm, Louis Trouslard.Sound Director: La Vilaine, Pierre-Emmanuel Lurton. Music: Cézame Music Agency. Graphic Design: Cédric Cazaly.This episode is a reworked replay based on its original version. (link to the original version)Whilst the following podcast discusses the financial markets, it does not recommend any particular investment decision. If you are unsure of the merits of any investment decision, please seek professional advice. Hosted on Ausha. See ausha.co/privacy-policy for more information.
Get in touch - leave me a messageJet fuel isn't just dirty. It is astonishingly good at its job. That is what makes aviation decarbonisation so hard.In this episode of Climate Confident, I'm joined by Dan Sutton, co-founder and CEO of Syntholene Energy, a climate tech company working on clean, drop-in synthetic aviation fuel, or eSAF. We talk about one of the thorniest challenges in the energy transition: how to cut emissions from aviation without pretending long-haul flight can simply be electrified into submission.You'll hear why synthetic fuel has struggled to scale, why hydrogen cost is often the defining economic bottleneck, and how Syntholene is betting that geothermal heat, solid oxide electrolysis, and captured carbon can shift the maths. We also dig into why cheap, baseload clean energy matters far more than glossy net zero pledges. Funny how physics remains stubbornly unimpressed by marketing decks.Dan also makes the case that fossil fuels carry a supply chain risk we still underprice: political volatility, fragile routes, and exposure to regions that can quickly turn energy security into an economic headache. We explore mandates, project finance, policy, the role of Iceland's geothermal resources, and whether synthetic aviation fuel can become cost-competitive without relying forever on subsidies.This is a practical, challenging conversation about climate tech, emissions reduction, aviation, infrastructure, and what it will really take to make clean fuels commercially credible.
In this bonus episode of Rethinking EHS, Angelique Dixon talks with Ross Griffiths, Managing Director of Environment Analyst, to unpack the key forces shaping the global environmental consulting and EHS (Environmental, Health & Safety) sector. The conversation dives into evolving ESG trends, where the focus is moving from intent to measurable business value, as well as the rising demand for energy solutions, digital transformation, and the accelerating growth of EHS services. With insights across regions the episode highlights how environmental and EHS challenges are now core business priorities. ------------- Time Stamps 00:00 - Intro 00:40 - What is Environment Analyst? 02:45 - 54% Industry Growth – Why It Matters 03:35 - From Climate Momentum to Uncertainty 05:10 - ESG Isn't Dead – It's Evolving 06:20 - Energy Costs Are Reshaping Everything 07:15 - Why ROI Matters More Than Ever 10:05 - EHS Is the Fastest Growing Segment 19:45 - This Is a Business Problem, Not Political ------------- Sponsor Rethinking EHS is brought to you by the Inogen Alliance. Inogen Alliance is a global network of 70+ companies providing environment, health, safety and sustainability services working together to provide one point of contact to guide multinational organizations to meet their global commitments locally. Visit http://www.inogenalliance.com/podcast to learn more. ------------- Links https://www.Inogenalliance.com/resources https://www.Inogenalliance.com/podcast Angie on LinkedIn: https://www.linkedin.com/in/angeliquedickson Ross on LinkedIn: https://www.linkedin.com/in/rgrgriffiths/ Produced by https://www.madcontent.co.nz
Get in touch - leave me a messageConcrete alone accounts for around 7-8% of global emissions. So what happens when the real climate problem in buildings is no longer just energy, but the materials themselves?In this episode of Climate Confident, I'm joined by Alexander Sexsmith, architect and founder of Sexsmith Architects, to unpack what regenerative architecture means when stripped of the fluff. We look at the climate challenge hiding in plain sight across the built environment: embodied carbon, toxic materials, weak resilience, and the fact that standard construction often performs badly when fire, water, and heat hit. If we're serious about decarbonisation, net zero, and the energy transition, this matters now.You'll hear why cleaner grids are changing the climate maths for buildings, and why materials like concrete, petrochemical foams, and conventional drywall deserve a lot more scrutiny. We dig into how fast-grown bio-based materials such as hemp, straw, and cork could cut emissions reduction timelines, improve indoor air quality, and strengthen resilience. And you might be shocked to learn that some of the materials people still dismiss as fringe are already proving themselves on fire performance and commercial-scale construction.We also get into the harder bit: scale. Cost, code, skills, supply, consumer awareness, and policy all matter. Because climate tech alone won't fix construction unless markets, standards, and incentives move with it.