Podcasts about gtm research

Adam James is a Partner at Energy Impact Partners, where he leads the firm's Customer Experience team and the Impact and Sustainability team. Adam joined EIP from Tesla where he worked on global business operations. Prior to Tesla, he was the Deputy Director at SolarCity, supporting global market expansion including business development, M&A, and utility partnerships. Adam previously held roles with GTM Research and at the Center for American Progress. Adam is also a Board Member at the Clean Energy Leadership Institute (CELI), a nonprofit dedicated to developing the next generation of energy leadership, which he co-founded in 2013. Energy Impact Partners, or EIP, is a purpose-built investment platform. It is a collaborative strategic investment firm that invests in energy companies. They bring together brilliant entrepreneurs and some of the world's most influential corporations to help transform the global economy towards a sustainable future. EIP is committed to setting standards on ESG reporting, transparency, and measurement, as a member of the Initiative Climate International, a subgroup of UNPRI specifically formed to work on reducing carbon emissions of private equity-backed companies and securing sustainable investment performance by recognizing and incorporating the materiality of climate risk. Show Notes: [2:29] - Adam shares what initially sparked his motivation in this field and how it has evolved over time. [7:56] - Adam describes some of his experiences in the early days of his career. [10:16] - Climate change is a really unique problem because it requires a multi-disciplinary approach. [12:53] - In building an organization, there are several first steps to take. Adam explains some of the critical steps that he took at the start. [16:17] - It is apparent in the climate field how generous and collaborative people are. [19:15] - Scaling things up in an organization has been an exciting part of the work for Adam. [21:50] - What can be learned after years of experience and data? How can there be improvement? [23:24] - It is a complex political environment. In general, no matter what is going on, corporations have a business objective. [26:14] - Compared to years past, there is more progress and good news regarding climate change coming everyday. [28:03] - Adam describes some of the things he is most excited about when it comes to emerging technologies. [31:32] - Adam shares advice to those who are entering the field. Links and Resources: Energy Impact Partners Website

Our guest today is Shayle Kann, Managing Director at Energy Impact Partners. He is also a member of the NYSERDA Investor Advisory Board and a Non-Resident Fellow at the Columbia University Center on Global Energy Policy. Previously, Shayle built and ran GTM Research, the market intelligence arm of Greentech Media, where he led a 30-person team tracking and forecasting the evolution of the electricity sectorFor more content on climate change and the energy transition subscribe to the Electrified Newsletter.Follow us on Twitter @kevindstevens and @jm_crowd.Show Notes:01:23 - About Shayle and Energy Impact Partners05:15 - Shayle's research style for uncovering the most pressing issues in energy08:00 - How generalist VCs and energy-focused VCs are similar and different09:30 - What lessons were learned in cleantech 1.0? How do we carry over the right ones?12:12 - Can carbon removal be the primary value prop for a company?18:01 - The role of hardware in the energy transition and the need for infrastructure investments24:30 - Shayle's background in psychology and how that shapes his views on B2C energy startups32:00 - The climate-tech hype cycle42:21 - Adding realism and pragmatism with newfound optimism in climate tech

Today’s guest is Shayle Kann, Managing Director for Energy Impact Partners.EIP is an investment firm that invests in companies shaping the energy landscape of the future. It's backed by a broad coalition of some of the world's largest and most innovative utilities that collectively span the globe, access millions of households, and spend more than 20 billion annually on new technologies and procurement. Shayle leads research & strategy at Energy Impact Partners.Previously, Shayle spent over eight years building and running GTM Research, the market intelligence arm of Greentech Media, where he led a 30-person team tracking and forecasting the evolution of the electricity sector. Shayle oversaw this business through and beyond GTM’s successful 2016 acquisition by Verisk Analytics.Shayle is a renowned expert on the energy transition. He has spoken at conferences around the world, testified in front of U.S. Congress, and is regularly cited in outlets including the New York Times, Wall St. Journal, Washington Post, Economist, and Bloomberg. His writing has been featured in publications such as Foreign Affairs, Nature Energy and Public Utilities Fortnightly.Shayle is also Senior Advisor to Wood Mackenzie Power & Renewables and a Non-Resident Fellow at the Columbia University Center on Global Energy Policy. Prior to GTM, Shayle was a U.S. Fulbright Scholar, researching renewable energy project finance in Australia. He also worked at Conservation Services Group (acquired by ClearResult) and the California Public Utilities Commission. He graduated cum laude, phi beta kappa from Pomona College.In today’s episode, we cover:Overview of Energy Impact PartnersAreas they invest inShayle’s role with the firmHow the utilities that are LPs engage, and what they are hoping to get out of their involvementShayle’s history, and what led him to EIPWhen and why he started caring about climate changeShayle’s throughs on the nature of the problem and the best ways to solveRole of policy vs innovationFuture of capitalismHow Shayle would allocate a big pot of money to maximize its impact in the climate fightShayle’s advice for how you and I can helpLinks to topics discussed in this episode:Energy Impact Partners: https://www.energyimpactpartners.com/Greentech Media: https://www.greentechmedia.com/The Interchange: https://www.greentechmedia.com/podcast/the-interchangeXcel Energy: https://www.xcelenergy.com/California Public Utilities Commission: https://www.cpuc.ca.gov/Lazard’s levelized cost of energy: https://www.lazard.com/perspective/levelized-cost-of-energy-and-levelized-cost-of-storage-2018/You can find me on twitter @jjacobs22 or @mcjpod and email at info@myclimatejourney.co, where I encourage you to share your feedback on episodes and suggestions for future topics or guests.Enjoy the show!

This week, we're talking about a trend that's picking up in electricity markets: aggregation of distributed resources.Utilities have been remotely switching off air conditioners to manage demand for a long time. But a range of emerging resources — solar paired with batteries, smart thermostats, intelligent water heaters, electric car chargers — are creating new kinds of virtual power plants.People have been talking about the virtual power plant concept for years. And it's finally happening in a meaningful way — although rolling out very differently in regional markets around the U.S.In this episode, Shayle Kann talks with Adam James about the nuances to DER aggregation. They'll highlight specific projects around the country and talk about how the business models work.Shayle is our co-host and managing director at Energy Impact Partners. Adam is the chief of staff at Energy Impact Partners.Adam previously worked at SolarCity/Tesla. He's also a former analyst at GTM Research.Stephen Lacey will be back from paternity leave next week. Support for this podcast comes from PG&E. Did you know that 20 percent of EV drivers in the U.S. are in PG&E's service area in Northern California? PG&E is helping to electrify corporate fleet vehicles. Get in touch with PG&E's EV specialists to find out how you can take your transportation fleet electric.The Interchange is also brought to you by Uplight, the company you once knew as Tendril and Simple Energy.The goal is still the same: To offer utility leaders a suite of engagement solutions that deliver customer experiences like Amazon and Netflix. Learn more about how Uplight is building an end-to-end product for utility customer engagement.You can listen to Uplight's 5-part podcast series, called ILLUMINATORS, about what utilities can learn from case studies of business disruption. Subscribe on Apple, Spotify, Google Podcasts, Stitcher, or anywhere else you get your podcasts.

This week, we take stock of the market for solar and storage. How much solar and storage are getting built — and at what cost?We're joined by MJ Shiao, director of Americas research for Wood Mackenzie Power & Renewables, for a look at the factors currently driving PV development and battery deployments.We'll answer:How have tariffs impacted pricing?How did the sudden slowdown in China influence the U.S. market?How is the tax credit stepdown pushing development?What goes into record-low solar-plus-storage bids?Support for The Interchange comes from Wunder Capital. According to GTM Research , Wunder Capital is the leading commercial solar financing company in the United States. Click here to find out how Wunder Capital can help you finance your next commercial solar project.The Interchange is also brought to you by Shoals Technologies Group, the gold standard for solar and storage balance-of-systems solutions. Learn more about how Shoals can make your project operate at the highest level.

This spring, electric bikes and electric scooters started showing up on the streets of a handful of major U.S. cities in droves. Where did they come from? They were put there by a new breed of Silicon Valley companies focused on creating a new "last mile" ride sharing service.The startups have spread so quickly, Uber and Lyft are now trying to get in on the action.This week, we talk with Emily Warren, the senior director of public policy at Lime. Lime one of the leading "micromobility" companies hitting the streets. We'll talk with Emily about what this new form of mobility borrows (and hopes to avoid) from the last six years of ride sharing."That first wave of on-demand transportation has now prepared the public and the market to accept a much broader variety of transportation modes. They've now opened the door for a whole bunch of additional kinds of options that are coming on the scene. Frankly, I don't think any of us expected that scooters were going to be the thing," says Warren.Recommended reading: Vox: Electric Scooters' Sudden Invasion of American Cities, ExplainedWashington Post: The Electric Scooters Swarming Our City Won't Solve Our Commuting CalamitySupport for The Interchange comes from Wunder Capital. According to ​GTM Research​, Wunder Capital is the leading commercial solar financing company in the United States. Click here to find out how Wunder Capital can help you finance your next commercial solar project.The Interchange is also brought to you by Shoals Technologies Group, the gold standard for solar and storage balance-of-systems solutions. Learn more about how Shoals can make your project operate at the highest level.Subscribe to The Interchange podcast via Apple Podcasts, Google Podcasts, Stitcher, Spotify or wherever you find your audio content. Or integrate our RSS feed into the app of your choice.

This week on The Interchange, a listener tries to convince his office building owner to install solar: "he's open to the idea, but we're struggling with the question of who pays," says Daniel from Menlo Park, California.This conundrum gets to the heart of C&I solar's complexity. We'll address the landlord-tenant split that plagues commercial solar — and the broad range of financing and policy solutions.Later in the show, we'll talk with two of our senior solar analysts at GTM Research, Michelle Davis and Allison Mond. Both residential installers and commercial developers have customer acquisition problems — only they're the exact opposite problems.Residential installers now have more attractive loan options for ownership, but it's getting harder to find the next tier of customers who want PV on their roofs; meanwhile, commercial solar developers are seeing more demand for third-party ownership, but projects are still bespoke and complicated.Davis and Mond unpack the latest financing and customer acquisition trends in residential and commercial PV.This podcast is supported by Wunder Capital, the easiest way to invest in large-scale solar energy projects across the U.S. With Wunder, you can help finance renewable energy projects while earning up to 7.5 percent annually. Get started here to diversify your portfolio and support American solar projects.This podcast is brought to you by Shoals, the gold standard for solar and storage balance-of-systems solutions. Learn more about how Shoals can make your project operate at the highest level.Recommended reading:GTM Research: Commercial Solar Consumer Finance TrendsGTM Research: U.S. Residential Solar Finance Update: H1 2018DOE Better Buildings (PDF): Promoting Solar PV on Leased Buildings Guide Kacie Peters: But What If I Sell My Building? Transferability in Commercial SolarSubscribe to The Interchange podcast via Apple Podcasts, Google Play, Stitcher or wherever you find your audio content.

Europe was once the world's biggest solar spender, until the region's PV market fell into a structural decline after subsidies were pulled back. Now Europe is on the upswing once again — this time, with far less government spending. As European countries embrace competitive auctions, the Old World of solar is getting new attention. The region is expected to install 10-17 gigawatts a year through 2022, bringing cumulative installs from 111 gigawatts to 182 gigawatts, according to GTM Research. A good portion of that capacity won't see any direct government support.Competitive auctions will make solar growth much more sustainable. But will it be enough to make up for the tens of gigawatts of coal and nuke plants closing around the region?Tom Heggarty, a senior global solar analyst with GTM Research, joins us on The Interchange to grapple with that question. We'll put the new trends into a historical and macro-economic context.This podcast is supported by Wunder Capital, the easiest way to invest in large-scale solar energy projects across the U.S. With Wunder, you can help finance renewable energy projects while earning up to 7.5 percent annually. Get started here to diversify your portfolio and support American solar projects.This podcast is brought to you by Shoals, the gold standard for solar and storage balance-of-systems solutions. Learn more about how Shoals can make your project operate at the highest level.Recommended reading:GTM Research: Europe Solar PV Market Outlook 2018GTM: Here Are Solar's Next Gigawatt-Scale MarketsGTM: Germany's Course Correction on Solar GrowthSubscribe to The Interchange podcast via Apple Podcasts, Google Play, Stitcher or wherever you find your audio content.

Out of the 122 startups (and counting) that GTM Research is tracking in the energy-blockchain space, 22 are focused on peer-to-peer energy trading.Sharing electrons directly with peers sounds cool, but why do it in the first place? Would it help the grid? Will it be a catalyst for more distributed energy? Or is it just a novel application?In this episode of The Interchange, we're exploring the potential of peer-to-peer trading. We'll start with a segment of Consensus, where we explore a specific blockchain tech or concept.Later in the show, we'll talk with Colleen Metelitsa, a grid edge analyst with GTM Research, about investment trends and emerging applications in the energy-blockchain space.Finally, we'll talk with three blockchain startups -- Electron, Leap and Omega Grid -- about their experiences building partnerships with incumbent energy companies. This podcast is supported by Wunder Capital, the easiest way to invest in large-scale solar energy projects across the U.S. With Wunder, you can help finance renewable energy projects while earning up to 7.5 percent annually. Get started here to diversify your portfolio and support American solar projects.Recommended reading:GTM Research: Blockchain for Energy 2018: Companies & Applications for Distributed Ledger Technologies on the GridGTM: Energy Blockchain Startups Raised $324 Million in the Last Year. Where's the Money Going?Subscribe to The Interchange podcast via Apple Podcasts, Google Play, Stitcher or wherever you find your audio content.

What: On January 24th, SolarWakeup held a conference call to discuss the 201 Tariffs and their market impacts Summary: Joined by solar experts, Colin Rusch of Oppenheimer and MJ Shiao of GTM Research, SolarWakeup held a conference call to discuss the impacts and next steps from the President’s solar tariffs. Research from Oppenheimer suggests price increases echoed by GTM Research and MJ Shiao discussed GTM Research’s data about the decline in market size. SolarWakeup View: Prior to the call, Yann briefed the listeners about his view on the 201 results and what it meant to the businesses in the solar industry. With indication of a global settlement in the works, the question is what it will take to get it done. Related: SolarWakeup View: Trump Announces Section 201 Determinations for Cells and Modules

The Trump Administration just imposed 30 percent tariffs on imported solar cells and modules. How much will it stunt solar growth in America? Will it spark a broader trade war?There are a lot of questions about the impact. In this podcast, we're giving you the answers – or, as many answers we have, just a day after the decision.This week, we'll bring together our teams from The Interchange and The Energy Gang together to answer listener questions about the tariffs. We'll also talk with GTM Research's Cory Honeyman about how (and where) the 30 percent penalty will impact projects around the U.S.Thanks to podcast sponsor, Fiveworx. Find out more about how Fiveworx can help your customer engagement program succeed.In this episode, we address:What does a 30 percent tariff mean for project economics in the residential and utility-scale sectors?How will the 2.5 gigawatt cell quota work?Will the decision help domestic U.S. manufacturing? Will it hurt domestic installation jobs?What kind of challenges will we see at the World Trade Organization?Is there a pathway toward a negotiation with China?How could local policy blunt the negative impact of these tariffs?Read all our previous coverage and analysis of the Trump Administration's solar tariffs:GTM Research: New Tariffs to Curb US Solar Installations by 11% Through 2022GTM: Trump Administration Issues 30% Solar Panel Import TariffGTM: Foreign Solar Manufacturers Weigh Opening US Facilities as Tariff Decision LoomsLike our shows? Make sure to give The Interchange and The Energy Gang a rating and review on Apple podcasts. And make sure to subscribe to both shows on Apple podcasts, Google Play, Stitcher, or anywhere you get your podcasts.

The Trump Administration just imposed 30 percent tariffs on imported solar cells and modules. How much will it stunt solar growth in America? Will it spark a broader trade war?There are a lot of questions about the impact. In this podcast, we’re giving you the answers – or, as many answers we have, just a day after the decision.This week, we'll bring together our teams from The Interchange and The Energy Gang together to answer listener questions about the tariffs. We'll also talk with GTM Research's Cory Honeyman about how (and where) the 30 percent penalty will impact projects around the U.S.Thanks to sponsor, C Power Energy Management. Find out more about CPower's demand-side energy management solutions.In this episode, we address:What does a 30 percent tariff mean for project economics in the residential and utility-scale sectors?How will the 2.5 gigawatt cell quota work?Will the decision help domestic U.S. manufacturing? Will it hurt domestic installation jobs?What kind of challenges will we see at the World Trade Organization?Is there a pathway toward a negotiation with China?How could local policy blunt the negative impact of these tariffs?Read all our previous coverage and analysis of the Trump Administration's solar tariffs:GTM Research: New Tariffs to Curb US Solar Installations by 11% Through 2022GTM: Trump Administration Issues 30% Solar Panel Import TariffGTM: Foreign Solar Manufacturers Weigh Opening US Facilities as Tariff Decision LoomsLike our shows? Make sure to give The Interchange and The Energy Gang a rating and review on Apple podcasts. And make sure to subscribe to both shows on Apple podcasts, Google Play, Stitcher, or anywhere you get your podcasts.

What happens when the most important market signal for energy storage gets stripped away virtually overnight? That's what happened earlier this year when the regional transmission operator PJM put in place new rules for storage as a provider of frequency regulation. Between 2011 and 2015, hundreds of megawatts of storage were put in place to balance the grid in PJM territory. A strong market signal made development extremely easy, causing an explosion of growth. We're in a different world today. New rules have lowered revenue for a 20-megawatt/5-megawatt-hour storage system from $623 in 2014 to $86 today, according to GTM Research's analysis. Storage developers are now looking to other markets and other types of grid services to make money. GTM Research Senior Storage Analyst Dan Finn-Foley has been tracking the regulation of frequency regulation in PJM and other markets. This week, we chatted about the impact on America's storage industry. We also looked to future revenue models in other regional markets. The Interchange is brought to you by AES Energy Storage. AES is helping utilities harness the power of battery-based energy storage to make the electric power system cleaner, more flexible, and more reliable. Find out more: http://bit.ly/2oxZ5dT Make sure to subscribe to The Interchange podcast via iTunes, SoundCloud or Stitcher, or integrate our RSS feed into the podcast app of your choice.

Jeff and Sue continue their discussion on the GTM Research report: U.S. PV Racking 2017: Landscape, Pricing and Forecasts and a comparison of rail-based vs rail-less pv mounting. Topics include: Comparison of rail-based vs rail-less pv systems Module-level electronic attachments Residential and commercial racking and mounting markets Surprise conclusions from the report

In this episode, Jeff and Sue discuss the GTM Research report: U.S. PV Racking 2017: Landscape, Pricing and Forecasts and a comparison of rail-based vs rail-less pv mounting. Topics include: Comparison of rail-based vs rail-less pv systems Module-level electronic attachments Residential and commercial racking and mounting markets Surprise conclusions from the report

How wealthy are the households that install rooftop solar? This question has surfaced repeatedly, most often when policymakers or regulators are considering solar incentives and/or changes to electricity rates. This week, GTM Research and PowerScout released a report that offers -- for the first time -- household-level data on the relationship between residential solar and household income. In this episode, we dig in. Access the free report here: https://www.greentechmedia.com/research/report/how-wealthy-are-residential-solar-customers Big thanks to our launch sponsor, AES Energy Storage. Learn more about AES' industry-leading storage solutions for the grid: http://aesenergystorage.com/interchange

Sungevity was founded in 2007 with a promise of revolutionize solar sales through software. It sparked a move toward the "platform" approach to customer acquisition and sales. Sungevity eventually built up its sales, procurement and financing in-house -- peaking as the number-three residential solar company in 2014. Over the years, the company's cash-burn rate increased and Sungevity started outsourcing more of its operations. This month, after failing to close bridge financing, the company declared bankruptcy and sold off its financing platform. Would Sungevity have survived if it had stuck simply to lead generation? On this week's podcast, we'll look at Sungevity's struggles. We'll compare Sungevity's problems with other residential solar companies that have failed or faced challenges. We’re joined by Nicole Litvak, a senior analyst with GTM Research’s solar team, who will provide some insight into the sustainability of the national installation and sales model. Then, Trump’s executive order on climate change is finally here. But it’s not changing the minds of any utilities. We’ll talk about what’s in it, and discuss the difference between political optics and reality. Jigar will also share his disdain for the America versus China narrative that often frames this topic. This podcast is sponsored by KACO New Energy, a leading solar inverter company with superior engineering and unmatched customer service: http://kaco-newenergy.com/

In this episode of SunCast, you'll meet Manan Parikh of GTM Research.  Many of you already know who Manan is, but, for the uninitiated, Manan is the analyst at GTM who authors their quarterly Latam PV Playbook - basically the bible on all-things-solar for latin america from market size and potential, to who, specifically, is doing what in each region.  I love catching up with Manan, as he always has his finger on the pulse of what's hot in the region.  And this week he's fresh off publishing the latest quarterly report.   In today’s episode, Manan shares his predictions for markets like Mexico, Chile, Brazil, Argentina, and more.  You'll want to listen to all 60 minutes of this interview, as Manan is one of the industry experts on where the market is trending and what to look out for. He gets into specific detail about Argentina right out of the gate (the entire first 10 minutes!), so you'll want to tune in if you're at all curious whether that market will meet expectations for the Year of Renewable Energy they've declared!   If you like what you hear, please SHARE it! And thank you for continuing to help make SunCast one of the most listened-to solar podcasts!  

In this episode of SunCast, you'll meet Manan Parikh of GTM Research.  Many of you already know who Manan is, but, for the uninitiated, Manan is the analyst at GTM who authors their quarterly Latam PV Playbook - basically the bible on all-things-solar for latin america from market size and potential, to who, specifically, is doing what in each region.  I love catching up with Manan, as he always has his finger on the pulse of what's hot in the region.  And this week he's fresh off publishing the latest quarterly report.   In today’s episode, Manan shares his predictions for markets like Mexico, Chile, Brazil, Argentina, and more.  You'll want to listen to all 60 minutes of this interview, as Manan is one of the industry experts on where the market is trending and what to look out for. He gets into specific detail about Argentina right out of the gate (the entire first 10 minutes!), so you'll want to tune in if you're at all curious whether that market will meet expectations for the Year of Renewable Energy they've declared!   If you like what you hear, please SHARE it! And thank you for continuing to help make SunCast one of the most listened-to solar podcasts!  

Never miss another interview! Join Devin here: http://bit.ly/joindevin. Read the full Your Mark on the World article and watch the interview here: http://bit.ly/2hXDgBW. Subscribe to this podcast on iTunes by clicking here: http://bit.ly/ymotwitunes or on Stitcher by clicking here: http://bit.ly/ymotwstitcher. ------------ According to the Washington Post, the U.S. solar industry is expecting to shatter records for new solar power, with 4,143 megawatts of photo-voltaic solar capacity added in the third quarter alone. The Solar Energy Industries Association and market analysis firm GTM Research, just published its “U.S. Solar Market Insight” report. The executive summary is available for free here. The summary notes, “Between Q1 and Q3 2016, solar accounted for 39% of all new electric generating capacity brought on-line in the U.S, ranking second only to natural gas as the largest source of new capacity additions.” Most of the growth, according to the report, is in utility scale projects rather than retail rooftop solar. Clean Energy Advisors, or CEA, invests in small utility-scale solar projects in North Carolina. Despite the rosy report, people reasonably wonder about the prospect for renewable energy under President-Elect Trump, who has appointed climate change skeptics to head both the EPA and the Department of Energy. ------------ Read the full Your Mark on the World article and watch the interview here: http://bit.ly/2hXDgBW. Need a corporate social responsibility speaker? Learn more about Devin Thorpe at http://corporatesocialresponsibilityspeaker.com.

This year, GTM Research is forecasting that 66 gigawatts of PV capacity will be installed around the world -- a 21 percent increase over last year. But next year, capacity will only expand by 4 percent. In fact, without some of the top markets like India, America and China, the global solar market would likely retract next year. Meanwhile, Yingli Solar -- once the world's top producer of solar modules -- is having trouble paying back its loans and may be approaching bankruptcy. Why is the company doing so poorly while most other leading manufacturers are healthy? In this week's show, we'll talk with Mohit Anand, GTM Research's senior global solar analyst, about the ups and downs for PV around the globe. In the second half of the show, we'll talk about the controversy over shoddy labor practices at a Tesla contractor. And we'll finish by discussing the latest in the political war over solar in Nevada. Don't forget to check out our live show at the Grid Edge World Forum. Any new registrants get a 10 percent discount through the podcast. Just use the promo code ENERGYGANG while checking out to get your listener discount. Find the Grid Edge World Forum here: https://www.greentechmedia.com/events/live/grid-edge-world-forum-2016

America is undergoing a second wave of storage growth. The first wave came between 2011 and 2013, when grid-scale projects backed by the government stimulus came online. The second wave is based largely on two applications for lithium-on batteries: frequency regulation and demand charge management. These two applications helped the U.S. storage market grow 243 percent in 2015, according to the new Energy Storage Monitor from GTM Research and the Energy Storage Association. In 2020, America’s energy storage market will be 28 times bigger than it was in 2015. This third wave of growth, says GTM Senior Storage Analyst Ravi Manghani, will be catalyzed by a broader range of revenue streams as regional wholesale markets get more sophisticated. In this week's show, we'll look at the trends behind America's storage surge. In the second segment, we'll talk about China's war on coal. In the last segment, we'll discuss the consequences of Vivint's decision to kill an acquisition agreement with SunEdison.

This week, we're serving up a couple of our favorite Interchange podcasts from this fall. In our first segment, we talk with Ravi Manghani, a senior storage analyst at GTM Research, about where residential storage makes sense economically. In our second segment, we chat with MJ Shiao, the GTM's director of solar research, about what will happen to the U.S. solar industry if its tax credit isn't extended. Every week, we're having deep conversations about what's driving change in the cleantech and utility sectors. If you like what you hear, visit GTM Squared to become a subscriber and learn more about our premium content. http://www.greentechmedia.com/squared

After a few years of struggles, tech providers are finally getting traction in home energy management. This is partly due to the rapid adoption of smart phones, which give companies cheap ways to interact with customers and monitor their energy consumption. It's also due to the success of laying energy services on top of home security packages, cable and internet packages, and solar contracts. So who will emerge as a winner in the space? In this edition of The Interchange, Stephen Lacey and Shayle Kann talk with Omar Saadeh, a senior grid analyst at GTM Research, about winning strategies in HEMS 2.0. The Interchange is a brand new podcast available to GTM Squared subscribers. For one month, we're giving away the show for free. Visit the gtmsquared.com to find out more about our premium content.

Host Nico Johnson and GTM Sr. Analyst Adam James dig deep into the various solar markets in Latin America that are, or are not, ready for prime time.  Adam provides sweeping perspectives from energy reform in Mexico to Commercial & Industrial solar in Central America, Capacity payments for solar, and the Chilean Auctions.  Near that end, Adam highlights some of the markets he feels are Hot, and some that are Not, along with commentary on success markers in each.

Host Nico Johnson and GTM Sr. Analyst Adam James dig deep into the various solar markets in Latin America that are, or are not, ready for prime time.  Adam provides sweeping perspectives from energy reform in Mexico to Commercial & Industrial solar in Central America, Capacity payments for solar, and the Chilean Auctions.  Near that end, Adam highlights some of the markets he feels are Hot, and some that are Not, along with commentary on success markers in each.

By the end of the decade, the solar industry could be installing 135 gigawatts yearly – more capacity in 12 months than all cumulative installations over the last four decades. The 2020 solar market will look much different today. It will be defined by fewer subsidies, greater geographic diversity and more sophisticated business models. This week, we’ll talk with Adam James, a senior solar analyst at GTM Research, about some of the most interesting findings from his new global demand report. Later in the show, we’ll discuss the Supreme Court ruling against the EPA’s mercury and air toxics rule for power plants. We’ll wrap up with a look at leading residential installer Sunrun as it prepares to go public. This podcast is sponsored by ReneSola, a Tier 1 solar cell and module manufacturer with a decade of experience in the cleantech industry. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussions between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey.

Former Treasury Secretary Hank Paulson recently made a bold comparison between the financial risks that led to the 2008 economic collapse and emerging climate risks: "We’re staring down a climate bubble that poses enormous risks to both our environment and economy. The warning signs are clear and growing more urgent as the risks go unchecked." New data suggests that Paulson is correct. In this week's podcast, we'll discuss a landmark report, called "Risky Business," that assesses the vast economic risks of climate change. Kate Gordon of the Center for the Next Generation joins us to talk about why Republican capitalists like Paulson are sounding the alarm on climate change. In the second half of the program, we'll talk about a new proposal for utility ownership of solar inverters. We'll also dissect a new GTM Research report on microgrid development in the U.S. This podcast is sponsored by eGauge Systems, a manufacturer of next-generation energy meters for solar generation and building demand, submetering, performance contracts, LEED projects and net zero buildings. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussion between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey.

GTM Research’s latest update on the future of solar module manufacturing costs was released earlier this week, and there has been quite a bit of discussion around its findings on solar module cost declines and their ramifications. In this week's podcast, we attempt to clear the air around some key points of debate and dive into the details on how solar manufacturing costs continue to head down.