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Inevitable

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12 snips
Jul 31, 2023 • 41min

Engineered Carbon Removal with Antti Vihavainen of Puro.earth

Antti Vihavainen is the Co-founder and CEO of Helsinki-based Puro.earth, a leading crediting platform and registry for engineered carbon removal. In 2021, NASDAQ acquired a controlling stake in Puro, helping further establish its credibility in the marketplace. Puro is actively offering engineered carbon removal credits today for a few dozen projects that primarily consist of biochar and bio-construction initiatives.In addition, Puro has an initiative called Puro Accelerate that enables buyers to purchase essentially futures credits for other forms of carbon removal that still need to produce at scale, but which Puro has deemed highly credible and likely to produce in the near term. Puro Accelerate’s projects include efforts in direct air capture, bioenergy with carbon capture and storage (or BECCS) geologically stored carbon, woody biomass burial, and additional biochar projects.Antti and Cody trace how Puro came to be, and cover the details of their current registry offerings and futures offerings. They discuss Puro's business model and how they compare to other carbon credit and offset registries. Additionally, Antti shares his thoughts on how he sees carbon removal scaling in the years to come. In this episode, we cover: [02:46]: Antti's background and climate journey[04:14]: Starting Puro.earth and creating a new asset class [06:29]: Puro's focus on projects with measurable atom-level carbon removal[07:26]: The company’s initial methodologies, including biochar, carbonated building materials, and woody elements[10:52]: Collaboration with NASDAQ [11:56]: How Puro issues CO2 Removal Credits (CORCs)[14:52]: How Puro Accelerate supports emerging carbon removal technologies[17:34]: Risks and benefits for companies buying pre-CORCs[21:18]: Qualification process for pre-CORC futures credits[23:02]: Early demand for pre-CORCs from pioneers and future market expansion[25:25]: Potential for third-party innovation to address verification, payment, and capitalization bottlenecks[29:36]: Bioenergy with Carbon Capture and Storage (BECCS)[31:41]: Speculative buying in pre-CORC space and innovations in bottleneck problems[34:59]: Potential for blockchain-based solutions in this space[37:05]: Research listings and supporting R&D for emerging technology, like enhanced rock weathering [39:08]: Antti's invitation to large companies and capital deployers to engage with PuroGet connected: Antti LinkedInPuro.earth Twitter / LinkedInCody Simms Twitter / LinkedInMCJ Podcast / Collective*You can also reach us via email at info@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.Episode recorded on Jun 14, 2023 (Published on Jul 31, 2023) 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
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Jul 27, 2023 • 35min

Forging Success in Carpentry Apprenticeships and Growing Job Demands

This episode is part of our Skilled Labor Series hosted by MCJ partner, Yin Lu. This series is focused on amplifying the voices of folks from the skilled labor workforce, including electricians, farmers, ranchers, HVAC installers, and others who are on the front lines of rewiring our infrastructure.Christof Franzsen is head of the Apprenticeship Program at Forge, a residential construction company based out of Boston, Massachusetts. In this episode, we learn how this novel program is being designed to meet the growing job demands in the residential construction industry through small cohort-based learning versus the traditional one-on-one model. They do this through a super intentional focus on mastering four skills: windows, cabinet, trim and door installations. Forge uses video technology to help apprentices get more face time with seasoned mentors while on the job. We also learn about Christof's journey leaving his job as an actuary to take a risk in becoming a carpenter and finding his way to becoming an instructor of woodworking. Enjoy the show!  In this episode, we cover: [01:53]: Overview of Forge and its focus on workforce development[02:58]: Forge’s services[04:18]: Forge’s Apprenticeship Program[05:46]: Joining a crew as an apprentice and on-the-job training[08:55]: The traditional path to becoming a carpenter and drawbacks of one-on-one training[11:29]: The diversity of applicants to Forge’s Apprenticeship Program[12:44]: Christof’s background and connection to carpentry[16:01]: His transition from a white-collar career to woodworking[17:06]: How Forge measures success: crew contribution, financial performance, and a happy workforce[20:45]: How Forge supports apprentices financially during their training[22:50]: Key elements of Forge’s apprenticeship curriculum[26:23]: How climate change figures into Forge’s work[27:49]: The company’s aim to reduce climate impact through reduced drive time, accurate measurements, technology, and creating a trained skilled labor forceGet connected: Forge Instagram / LinkedInYin Twitter / LinkedInMCJ Podcast / Collective*You can also reach us via email at info@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.Episode recorded on Jun 28, 2023 (Published on Jul 27, 2023) 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
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Jul 26, 2023 • 1h 7min

Capital Series: Irena Spazzapan, Systemiq

This episode is part of our new Capital Series hosted by Jason Jacobs. This series explores various capital sources and the individuals who drive them. From family offices and institutional LPs to private equity, government funding, and more, we take a deep dive into the world of capital and its critical role in driving innovation and progress. Irena Spazzapan is Managing Partner at Systemiq Capital, the climate-tech VC spin-off from the world's largest pure-play climate advisory firm, Systemiq. Irena built the current team and led most investments in Fund I, including companies like Charm Industrial and Brimstone. And in 2022, she led the spin-out of Systemiq Capital from Systemiq with the launch of Fund II, which continues to back early-stage companies across the UK, EU, and North America. In this episode, Irena and Jason have a great discussion about the origin story of Systemiq Capital, their approach to climate investing, and how they evolved over time. We also cover a bevy of related topics, including what's been happening in the macro, some of the bottlenecks that are holding up progress, what we can do to accelerate progress and, of course,  where Systemiq Capital and early-stage climate tech innovation generally fit in. Enjoy the show! In this episode, we cover: [2:17] An overview of Systemiq Capital [3:17] The fund's origin story spun out of McKinsey [5:17] Irena's background and professional journey [7:26] The impetus for Systemiq's investing efforts[10:49] The fund's investing matrix and their rationale for it[14:42] The role of family offices in Systemiq's pilot fund [16:43] Systemiq's goals for its pilot fund [18:36] Systemiq's views on impact vs returns [21:21] Why are LPs mostly climate folks? [24:36] The working relationships and collaboration between Systemiq and Systemiq Capital[27:27] How learnings from Systemiq's Fund I informed Fund II[31:27] The importance of timing and impact on returns [33:38] Irena's thoughts on regulation and upcoming directives [35:45] Risks Systemiq is comfortable taking vs. non-starters [37:13] FOAK projects and Irena's views on how they should be funded [40:06] Differences between real assets experts vs. Silicon Valley founders [44:19] Differences between climate tech innovation in Europe vs. the US [47:05] Challenges of getting financially-driven institutional capital allocators to invest in climate[52:32] Systemiq's current deployment status and returns [54:05] Types of capital Systemiq doesn't take and Irena's thoughts on the topic generally[59:21] How Systemiq measures and tracks success[01:01:16] Irena's theory of changeGet connected: Jason Jacobs Twitter / LinkedInIrena Spazzapan LinkedInMCJ Podcast / Collective*You can also reach us via email at info@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.Episode recorded on July 11, 2023 (Published on July 26, 2023)  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
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Jul 24, 2023 • 57min

Driving Market Integrity in Carbon Removal

Giana Amador is Executive Director at Carbon Removal Alliance. Carbon Removal Alliance was announced earlier this year in February 2023 as a trade organization focused on advancing policies that support a diverse set of carbon removal technologies. Its membership consists of 20 plus companies in the carbon removal space, including technology startups like Charm Industrial, Heirloom, and Noya, as well as carbon removal purchasers and investors. Giana has been working on carbon removal since 2015 when she co-founded Carbon 180, a leading NGO focused on carbon removal. In this episode, we trace Giana’s journey from university at UC Berkeley to founding Carbon 180, her leap to start Carbon Removal Alliance, why carbon removal matters, what Carbon Removal Alliance aims to achieve, and what policy pathways she hopes to see. Lastly, for the policy wonks in the house, we conclude with a conversation on four specific pieces of budding federal legislation and one state level item that Carbon Removal Alliance is engaging on at present. In this episode, we cover: [02:19]: Giana's climate journey and realization of carbon removal's potential [05:13]: Her transition from Carbon 180 to Carbon Removal Alliance [10:01]: Carbon Removal Alliance's focus on US federal policy[11:00]: Overview of why carbon removal is necessary to reach targets [13:45]: The current state of carbon capture and how much carbon has been captured to date [15:10]: Distinction between land-based and engineered solutions[18:34]: Carbon Removal Alliance’s technology-neutral approach [20:25]: Membership growth and vetting process for new members[22:14]: Need for standards and protocols to ensure market integrity and boost confidence for carbon removal purchasers[24:36]: Decarbonization challenges in hard-to-abate sectors [25:24]: Cost barrier for traditional industries adopting carbon removal vs. cheaper offsets[26:15]: The need for internal climate teams to vet carbon removal projects[26:54]: Incentives and market structures to encourage technology development  [27:28]: The tendency to emphasize tech solutions over regulation in US climate policy[28:32]: Near-term priorities for federal policy[30:00]: Challenges in securing first-of-a-kind project finance for carbon removal companies[34:12]: Ensuring equitable support, standards, and incentives for technologies through federal policies[49:40]: Important upcoming federal legislation: Create Act, CREST Act, Federal CDR Leadership Act, Farm Bill[53:27]: How folks can get involved: Open Air Collective and Carbon 180's policy trackerGet connected: Giana Amador Twitter / LinkedInCody Simms Twitter / LinkedInMCJ Podcast / Collective*You can also reach us via email at info@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.Episode recorded on Jun 28, 2023 (Published on Jul 20, 2023) 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
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Jul 20, 2023 • 40min

Pathways to a Perennial Food Future

This episode is part of our Skilled Labor Series hosted by MCJ partner, Yin Lu. This series is focused on amplifying the voices of folks from the skilled labor workforce, including electricians, farmers, ranchers, HVAC installers, and others who are on the front lines of rewiring our infrastructure.Aubrey Streit Krug is the Director of the Perennial Cultures Lab at the Land Institute in Salina, Kansas. The Land Institute is a nonprofit and one of the global leaders in sustainable agriculture research and education. Aubrey grew up in a small town in Kansas where her parents farm wheat and raise cattle. She is a writer, teacher, and researcher who studies stories of relationships between humans and plants. Aubrey gives us a crash course in understanding the perennial grain ecosystem, its history, the research behind how to develop new crops, and the labor needs to sustain production. We also cover the education required to introduce new crops for human consumption, equity considerations on access to crops, and why the ability to grow grains year-round is key to sustaining global food stability. In this episode, we cover: [03:03]: Aubrey's background and connection to farming[05:27]: Her interest in community and diverse perspectives in agriculture[07:19]: The semi-arid grassland ecosystem of the Great Plains[08:28]: The Land Institute's focus on developing sustainable alternatives, including perennial grain crops[12:26]: Paradigm shifts in food and agriculture throughout human history [15:00]: The need to undergo another paradigm shift, from annual grain crops to diverse perennials [17:45]: Two pathways to creating perennial crops: hybridization and domestication [22:21]: Domestication as a process of human co-evolution and interdependence with plants [23:41]: Perennial rice and Kernza perennial grain success stories[27:07]: The diverse skilled labor roles needed to sustain perennial grain agriculture[29:55]: Ensuring just and equitable distribution of perennial crops with inclusive research processes [32:11]: The Land Institute's civic science program and community participation[35:17]: Challenges posed by climate change and the need for resilient agricultural systems[37:27]: What gives Aubrey hope and joy Resources Mentioned:The next era of crop domestication starts nowGet connected: Aubrey Twitter /The Land Institute TwitterYin Twitter / LinkedInMCJ Podcast / Collective*You can also reach us via email at info@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.Episode recorded on May 4, 2023 (Published on Jul 20, 2023) 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
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Jul 19, 2023 • 54min

Capital Series: Vikram Raju, Morgan Stanley

This episode is part of our new Capital Series hosted by Jason Jacobs. This series explores a diverse range of capital sources and the individuals who drive them. From family offices and institutional LPs to private equity, government funding, and more, we take a deep dive into the world of capital and its critical role in driving innovation and progress. Vikram Raju is Managing Director, Head of the 1GT Platform and Head of Climate Investing for the private credit and equity division of Morgan Stanley Investment Management.Morgan Stanley, of course, is a big player in the investing world, and seeing that they are entering climate tech and doing so at the growth equity stage is intriguing. Jason and Vikram cover a lot in this episode, including Morgan Stanley's journey to standing up this 1GT Platform and also Vikram's journey to doing the work that he does. We also discussed the energy transition generally, barriers holding it back, and changes that could unlock faster progress. In this episode, we cover: Morgan Stanley and Vikram's role within the firmMorgan Stanley's 1GT strategy for private capital in the climate spaceVikram's personal journey and professional background that lead him to his current role in climate investingMorgan Stanley's focus on CO2 emissions and how it came aboutHow the firm assesses carbon reductions and the transparency of its methodologyWhere impact assessment kicks in during the deal processSources of capital for Morgan Stanley's 1GT strategySome of the areas that Vikram spends most of his time on, including mobility, energy, circular economy and food and agricultureSome of Morgan Stanley's investments to dateOpportunities for Morgan Stanley to provide crucial capital to promising climate tech companies during a challenging investment landscapeVikram's thoughts on the gap between venture capital and project financeHis skepticism toward the regulatory landscapeThe importance of working with incumbents while also disrupting the system to make progressVikram's perspective on fossil fuels and the role of asset owners and big banks in helping steward the clean energy transitionWho Vikram wants to hear fromESG and the politicization of the wordGet connected: Jason Jacobs Twitter / LinkedInVikrum Raju LinkedInMCJ Podcast / Collective*You can also reach us via email at info@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.Episode recorded on June 28, 2023 (Published on July 19, 2023) Disclaimer from Morgan Stanley: This a general communication, which is not impartial and all information provided has been prepared solely for informational and educational purposes and does not constitute an offer or a recommendation to buy or sell any particular security or to adopt any specific investment strategy. The views and opinions and/or analysis expressed are those of the author or the investment team as of the date of preparation of this material and are subject to change at any time without notice due to market or economic conditions and may not necessarily come to pass. Forecasts and/or estimates provided herein are subject to change and may not actually come to pass. Information regarding expected market returns and market outlooks is based on the research, analysis and opinions of the authors or the investment team. 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
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4 snips
Jul 17, 2023 • 56min

Recycling, Reuse, and the Interconnected World Economy

Adam Minter is an opinion columnist at Bloomberg covering Asia, technology and the environment. He's written two books, Junkyard Planet: Travels in the Billion-Dollar Trash Trade, and Secondhand: Travels in the New Global Garage Sale. Adam is a global expert on the circular economy, and we spend the first chunk of the conversation covering the recycling market and the role of China therein. We then go into the reuse market and talk about textiles and clothing. Lastly, we cover some of his recent reporting, which spans water and agriculture before bringing it back to climate and China. Adam is deeply knowledgeable about a lot of topics, and he has a knack for uncovering the global market forces that shape local economic situations and trends. This conversation is rapid-fire and covers a lot of ground.In this episode, we cover: [02:00]: Adam's background and family history in the scrap metal business[03:28]: The existing circular economy as a theme in Adam's work[05:33]: The role of recycling in China's rise in the industrial economy[08:51]: The U.S. investment in recycling EV batteries[10:25]: Adam's thoughts on "green protectionism"  [11:15]: The global market for used consumer goods[13:26]: The role of secondhand clothing in developing countries and the impact of South and East Asian apparel manufacturers[19:22]: The pros and cons of big U.S. brands engaging in recommerce [21:02]: The true environmental value of extending product lifespan[25:10]: Challenges of mining and recycling rare earth minerals[27:44]: An overview of plastics recycling, the role of consumer demand, and limitations of recycling technology[34:25]: Adam's shift into the water and agriculture topic space[36:09]: His recent pieces on water scarcity due to groundwater depletion[42:07]: The complexities of water rights and regulation in the U.S.[45:57] Adam's thoughts on why the 2023 Farm Bill should support climate-positive farming practices[47:45]: How crop insurance policies can sometimes exacerbate food crises[51:36]: Adam's thoughts on China and the climate crisisGet connected: Adam Minter Twitter / LinkedInCody Simms Twitter / LinkedInMCJ Podcast / Collective*You can also reach us via email at info@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.Episode recorded on May 11, 2023 (Published on Jul 17, 2023) 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
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7 snips
Jul 13, 2023 • 43min

Startup Series: Watershed

Dr. Steve Davis is the head of Climate Science at Watershed. Watershed is a leading provider of carbon accounting software. They help large companies such as Walmart, Airbnb, Sweet Green, BlackRock, and many others measure, report, and reduce their emissions. They announced a $70 million series B financing on a $1 billion valuation co-led by Sequoia and Kleiner Perkins in February 2022. And Steve joined Watershed shortly after that in July 2022.Steve spent the last decade as a professor in the Department of Earth System Science at the University of California Irvine. At Watershed, he works to help close the gap between science and business, ensuring that the pathways that Watershed offers to its customers are scientifically viable. He's also a contributor to the Energy Systems chapter of the most recent IPCC report and the lead author of the National Climate Assessment mitigation chapter.In this episode, Steve and Cody dive into his background, why he jumped into a startup from academia, what Watershed is and does, an overview of carbon accounting, the decisions Steve sees companies make around decarbonization priorities, and the advice he has for startups hiring their first climate scientist and vice versa. In this episode, we cover: [2:18] Steve's climate journey from law to science and climate [3:57] What makes the Rocky Mountains particularly unique (Steve's Ph.D. focus)[5:28] Steve's decision to transition to work on climate [7:13] His primary research focus at the University of California Irvine: international trade and its effects on emissions [10:22] Steve's transition to the private sector at Watershed [13:19] Challenging areas for decarbonization[15:10] The National Climate Assessment and Steve's work on it [17:28] An overview of Watershed and its mission[19:40] Scope 1, 2 and 3 emissions [21:47] Reporting standards and requirements for company disclosures [24:32] Watershed's acquisition of Vital Metrics [26:02] The data challenge of Scope 3 emissions [27:50] Creating roadmaps for how companies can reduce emissions over time [29:17] The lowest-hanging fruit of direct decarbonization[31:56] Advice for companies considering emissions reductions and some examples including Sweet Green, Imperfect Foods, etc.[36:26] How data usage factors into a company's footprint[40:49] Opportunities for scientists to get involved in climate tech and solutionsGet connected: Cody Simms Twitter / LinkedInDr. Steve Davis Twitter / LinkedInMCJ Podcast / Collective*You can also reach us via email at info@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.Episode recorded on June 26, 2023 (published on July 13, 2023) 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
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Jul 12, 2023 • 50min

Capital Series: Sebastian Heitmann, Extantia Capital

This episode is part of our Capital Series hosted by Jason Jacobs. This series explores a diverse range of capital sources and the individuals who drive them. From family offices and institutional LPs to private equity, government funding, and more, we take a deep dive into the world of capital and its critical role in driving innovation and progress. Sebastian Heitmann is a partner at Extantia Capital. Extantia Capital is a platform to invest in breakthrough technology solutions that address the climate crisis via mitigation and adaptation. The 300 million euro platform includes Extantia Flagship, which backs scalable deep decarbonization companies; Extantia Allstars, which partners with mission aligned climate tech, venture capital fund managers; and Extantia Ignite, a sustainability hub, advancing knowledge and competence in climate innovation and ESG practices.In this episode, we cover: [02:02]: An overview of the Extantia platform and its investment strategies[03:03]: What Extantia looks for when evaluating opportunities[05:14]: Sebastian's background and the origin of Extantia[08:32]: The changing market and political environment that created opportunities for Extantia[12:19]: The unique skillsets and expertise within the Extantia partnership[16:10]: The evolution of Extantia, starting with a pilot fund[18:06]: Extantia's extension projected impact calculation (EPIC) methodology for measuring impact[19:43]: The current fund structure and status of fundraising for Extantia's Flagship fund[20:18]: Extantia's focus on B2B tech solutions that address the "energy trilemma"[22:25]: Investment opportunities in the hydrogen economy and breakthrough cooling tech[25:29]: How Extantia thinks about returns and why Sebastian doesn't like the term "impact fund"[27:44]: The kinds of LPs the firm targets, including pension funds, insurance companies, sovereign wealth funds, and corporates[31:14]: The need for successful exits in the climate tech space[33:00]: How current energy models underestimate the impact of innovation[38:56]: Alignment between the US and Europe in climate tech innovation and investment[43:43]: The types of clean energy tech Sebastian is most excited about[45:54]: Advice for people seeking a career transition into the climate sector[47:24]: Who Sebastian wants to hear fromResources mentioned:Speed & Scale: An Action Plan for Solving Our Climate Crisis Now (John Doerr)How to Avoid a Climate Disaster: The Solutions We Have and the Breakthroughs We Need (Bill Gates)Get connected: Jason Jacobs Twitter / LinkedInSebastian Heitmann LinkedInMCJ Podcast / Collective*You can also reach us via email at info@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.Episode recorded on June 20, 2023 (published July 12, 2023)  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
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7 snips
Jul 10, 2023 • 50min

China’s Role in the Global Energy Transition

Dr. Scott Moore is the director of China Programs at the University of Pennsylvania, and the author of the book, China's Next Act: How Sustainability and Technology are Reshaping China's Rise and the World's Future. China is a complicated climate topic: on the one hand, China is the largest solar energy producer in the world and has the largest EV industry in the world, each of which rose from being nearly non-existent 15 years ago. On the other hand, China generates more than 60% of its electricity from coal and is the world's largest annual emitter of greenhouse gases. Scott and Cody cover a lot of ground, including how the Chinese economic and political system operates, how the solar and EV industries came to be, China's climate policies, global commitments, and the country's current climate, tech and innovation priorities. Given China's role and impact in just about everything, we probably should do another 100 or more MCJ episodes on topics related to China. Hopefully this initial primer can help us all get oriented.  In this episode, we cover: [02:36]: Scott's background and climate journey[06:08]: An overview of China's economy and its "two big bets"[08:11]: The nationalist, protectionist, and authoritarian approach to policy in China[10:24]: An overview of target-setting and policymaking[14:55]: The role of "corporate innovation parks" and local government in innovation[17:47]: China's role in technological development versus deployment[19:53]: Four big factors that led China to go all in on solar PV manufacturing[26:00]: The emergence of the EV industry[29:15]: Two distinct advantages China has in the clean tech ecosystem[30:38]: China's current energy mix[32:38]: The country’s emissions sources and intensity[35:35]: China’s two headline policy goals regarding emissions[38:19]: The country's compliance carbon market, the China Emissions Trading Scheme[39:39]: Entrepreneurial activity and emerging tech innovation in China[43:48]: China's current climate tech priorities, including hydrogen and thorium fission[45:16]: Scott's thoughts on competition and cooperation during the global energy transitionGet connected: Dr. Scott Moore Twitter / LinkedInCody Simms Twitter / LinkedInMCJ Podcast / Collective*You can also reach us via email at info@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.Episode recorded on June 2, 2023 (released on July 10, 2023) 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

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