Catalyst with Shayle Kann cover image

Catalyst with Shayle Kann

Mailbag episode! Interest rates, carbon dioxide removal, load growth, and more

Nov 9, 2023
Topics covered include load growth, impact of interest rates on climatetech, challenges of siting carbon dioxide pipelines, lack of clear winning technology for carbon dioxide removal, European energy companies acquiring US companies, bullishness on macro grid, and personal anecdotes about childhood fascination with rocks.
55:04

Podcast summary created with Snipd AI

Quick takeaways

  • European energy companies are strategically acquiring US clean energy assets, highlighting the recognition of opportunities in the US clean energy market and the international nature of these companies.
  • The field of carbon dioxide removal technologies is diverse and complex, with no clear winners due to challenges in cost-effectiveness, scalability, durability, and verification, leading to the pursuit of multiple pathways simultaneously to address the urgent need for carbon removal.

Deep dives

European energy companies acquiring small energy assets and startups in the US

European energy conglomerates like NL, RWE, Shell, National Grid, and Schneider are making acquisitions in the US clean energy sector, indicating recognition of the potential and urgency in the clean energy market. This trend highlights the European companies' strategic interest in entering the US market, which is currently at the forefront of clean energy development. Furthermore, European energy companies have been early movers in the clean energy sector and are experienced in navigating the challenges and opportunities associated with the transition. While this trend is not extensively covered, it reflects the international nature of European energy conglomerates and the market dynamics between the US and Europe.

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