Inevitable

Today's guest is Simon Moores, CEO of Benchmark Mineral Intelligence, the world’s leading Price Reporting Agency (PRA) for the lithium-ion battery to the electric vehicle supply chain and a data and intelligence provider for the space.Simon and Cody have a great conversation about the state of the EV battery supply chain and lithium in particular – where it comes from, how it's processed, what drives its price, the geopolitical considerations of its mining and production, and what to expect in the coming years and decades. In this episode, we cover: [1:50] Simon's background in batteries, mining, and journey to starting Benchmark Mineral Intelligence[3:30] The role of EV batteries in driving the lithium market[6:45] Primary method of lithium mining today and challenges for scaling long term[12:44] Driving forces behind energy storage volumes today[13:37] Supply chain for lithium today and current challenges[19:36] Production of lithium in China[22:10] Environmental impact of processing metals into chemicals for batteries[25:25] The US plan for domestic lithium-ion battery processing and impacts of the Inflation Reduction Act[30:00] Joint ventures and other key players   building gigafactories[33:24] Status of EV consumer market in China[36:30] An overview of Benchmark Minerals[41:11] Simon's short and long-term market outlook for lithiumGet connected: Cody SimmsSimon Moores / Benchmark Mineral IntelligenceMCJ 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 January 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

Today's guest is Dr. Evan Thomas, CEO and Founder of Virridy, and Director of the Mortensen  Center in Global Engineering & Resilience and the Climate Innovation Collaboratory at the University of Colorado in Boulder. Evan is also a tenured Associate Professor in the CU Boulder Civil, Environmental and Architectural Engineering Department. So, he’s a busy guy.  Virridy’ s water sensors monitor and measure groundwater pumping for more than 4 million people in the East African countries of Kenya and Ethiopia and the American West. The company’s partners include the National Science Foundation (NSF), USAID, The World Bank, NASA, the Millennium Water Alliance, Swarm Technologies, The Freshwater Trust, Wexus Technologies and the Kenyan government.We’ve had a few conversations on the pod recently at the intersection of water and climate change. Jason spoke with Felicia Marcus of Stanford’s Water in the West program, and Cody talked to David Wallace of CODA Farm Tech. It’s worth noting some of the key learnings up to this point. For starters, conversations about water are nuanced. Droughts, floods, sea level rise, irrigation, stormwater systems, clean drinking water, etc… all have water as a common thread, but are each enormously separate topics on their own. And while most of the problems and challenges with water existed before climate change, they have accelerated faster than anyone anticipated. Evan is pursuing two different business models in East Africa and the U.S., albeit with the same tech stack. In the former, he primarily seeks to earn avoided emissions carbon credits by monitoring the activity of groundwater pumps and the cleanliness of the water they produce, and ensuring access to clean drinking water without the need to burn fuels to heat and purify it. In the American West, he is participating in the demand response economy, helping water utilities shut down their groundwater pumps and conserve electricity during times of peak grid demand.Evan and Cody have a fantastically nuanced conversation, tackling subjects as diverse as the outcomes of COP27 as it relates to climate justice, his background at NASA and how it informed his approach to earth science, how he runs a company while also being a university professor, how carbon credit financing works, and of course the differences in how climate change is accelerating droughts in East Africa and the American West, and what that means for the water systems in each geography. Get ready to dive in a learn a ton!  In this episode, we cover: [4:12] Evan's background in water systems in space and rural communities[8:28] Applying carbon credits to clean drinking water[10:50] Evan's partnership with Life Straw and academic and entrepreneurial experience[12:20] Similarities and differences between the American West and East Africa in terms of climate change and water[18:36] Groundwater in East Africa vs. California and purification requirements[24:10] Virridy's solution and technology[26:22] The company's carbon credit methodologies in Africa[28:31] Financial incentives and carbon offset endorsements from COP27 in Egypt[32:11] Virridy's different business model in the U.S.[37:48] How Evan manages Virridy's different markets[42:59] Applying Virridy's tech to soil carbon[46:23] The company's funding to date and an overview of pre-selling carbon creditsGet connected: Cody's TwitterDr. Evan Thomas / VirridyMCJ 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 November 28, 2022. 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

This episode is part of our new 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.Our next guest is Tonya Hicks, President and CEO of Power Solutions and Managing Principle of Women Do Everything, LLC.  Tonya is a serial entrepreneur, a single mom of two boys, and a wireman electrician in the International Brotherhood of Electrical Workers (IBEW). She became the first woman to attain the status of inside journeyman wireman in the IBEW Local 917 in her hometown of Meridian, Mississippi, and the first African American woman to become an IBEW journeyman electrician in the State of Mississippi.Tonya’s primary electrician job started in industrial environments, working in paper mills, steel mills, and car plants. She then specialized in robotics and high-voltage equipment installation and repair. In 2000 at age 28, Tonya founded Power Solutions, Inc. an electrical contracting company. Tonya is also the founder of Women Do Everything, which supports women in blue-collar, male-dominated industries to help them grow, connect, and thrive.In this episode, Tonya shares her background in mathematics and switch to electrical work. We also learn how she started her company, its international footprint, and her challenges as a black woman in a male-dominated industry. Yin and Tonya cover different types of electricians plus the union vs. non-union experience for people interested in the space. Finally, they talk about the electrician shortage, the impacts of the IRA on electrical work, and Tonya’s other inspiring endeavors. In this episode, we cover: [2:18] Tonya's background in electrical work[6:35] The education path to becoming an electrician[8:46] Gender and racial disparities in the trades and electrical work specifically[12:37] How Tonya started her own company called Power Solutions and grew her business[21:44] Power Solutions' footprint in Georgia and internationally[23:41] Different types of electricians and the union vs. non-union experience[27:07] The electrician shortage[27:54] An overview of Tonya's Women Do Everything organization[31:32] The first Women's Summit and Career Expo on March 28-29 in Atlanta, Georgia[35:45] Impacts of the IRA on electrical work[38:28] Tonya's SHE EV companyGet connected:Yin Twitter / LinkedInTonya 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 December 5, 2022.  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

Today's guest is Sam D'Amico, Founder and CEO at Impulse. Impulse is helping to electrify homes with sleek-looking all-electric appliances, starting with an induction cooktop.Regardless of whether or not you pay close attention to the climate space, you've probably seen some commentary in the last few weeks about gas stoves. The gas stovetop has become one of the latest culture war topics in American political discourse. Recent remarks from an official with the US Consumer Product Safety Commission about health risks associated with gas stoves in the home have prompted a wave of conservative voices to speak out in support of gas stoves, with one prominent House Republican tweeting a picture of a lit gas stovetop and the caption QUOTE "you'll have to pry it from my COLD DEAD HANDS!"Sam and Cody have a great conversation about the news from the last few weeks, the emissions profile of gas stoves, recent data on health risks associated with gas stoves in the home, the history of how gas stoves came into homes in the first place, some of the city and state level regulation that has recently been enacted around gas hookups in new construction, and then all about induction stoves and what Impulse is building. Since this topic is likely to cross over and come up in conversation with folks you might not expect, we hope you find it informative and helpful. In this episode, we cover: [3:38] The culture war around gas stoves [5:25] Growth of gas usage in homes [9:57] Emissions and human health concerns of using gas stoves[17:57] Regulations around gas hookups[22:27] Utility incentives and influencer campaigns for gas appliances [27:11] Legacy electric stove tops [31:14] An overview of induction stoves [5:45] Installation process for induction stoves [40:04] Impulse's suite of appliances[45:30] Sam's background and how he transitioned to working on appliances[47:55] Future plans for Impulse [50:49] Challenges and changes needed to help people understand induction stoves Get connected: Cody Simms Twitter / LinkedInSam D’Amico / ImpulseMCJ 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 January 19, 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

Today, we have two guests, Peter Minor, Director of Science and Innovation at Carbon180; and Jack Andreasen, Policy Manager for Carbon Management at Breakthrough Energy. Peter and Jack are two of the world’s foremost experts in the world on carbon dioxide removal, or CDR as it's called in climate circles. They and their respective organizations influence public policy, support critical technology research and development, and offer various other forms of support for the burgeoning field of CDR.In this conversation, we're focused almost exclusively on ambient carbon dioxide removal and not on point source carbon capture, which is a separate but related technology focused on directly capturing emissions from hard-to-abate industrial applications like concrete, steel, and fossil fuel extraction. Ambient carbon dioxide removal (CDR) instead seeks to remove diffuse CO2 from the atmosphere directly via multiple methodologies, of which the most widely pictured method is direct air capture, or DAC, which looks like oversized fans that extract CO2 from the air. In addition, we also touch on a few biology-related CDR technologies like biochar that seek to lock biologically produced carbon up before it can become atmospheric.There's so much to unpack in this one. Cody, Peter and Jack talk about policy tailwinds for CDR, the categories and methodologies, commercial adoption progress and challenges, how and why buyers approach the space today, and some of the speed bumps CDR will undoubtedly encounter as it scales, including but not limited to fraud and false claims. Challenges aside, it's an exciting time in this space. CDR is still very nascent and very wide open, but it also feels light years further along than just a few years ago. In this episode, we cover: [3:08] An overview of Carbon180 and Peter's work[5:07] Breakthrough Energy and Jack's background [7:48] Policy tailwinds of the IRA[12:59] Why DAC became a policy winner and other investments in the IRA [14:36] Hybrid approaches to removing carbon dioxide from the atmosphere [18:30] An overview of direct air capture (DAC) and mineralization [25:03] Enhanced rock weathering [27:46] Measuring CDR and uncertainty with open and closed systems [32:54] Variety of ocean methods compared to terrestrial  [35:11] Biochar as a scaled solution, why it's a less prominent method, and Measurement, Reporting, and Verification (MRV) [40:53] Analysis for selecting and purchasing CDR credits [43:00] The role of consulting firms for companies purchasing CDR credits [52:13] Reasons why companies are buying CDR [55:17] Biggest risks of fraud and different levels [1:03:03] Guardrails for preventing fraud and the role of government [1:06:25] Innovation needs for CDRResources mentioned in this episode: Buying Carbon Removal, Explained by ShopifyCarbon180 ResourcesCDR.fyi 2022 Year in ReviewGet connected: Cody 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 January 4, 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

Today's guest is Allison Dring, CEO and co-founder of Made of Air, which makes carbon-negative materials using biochar for the built environment and consumer goods.Biochar is a carbon-rich material from burning biomass such as wood or crop residue. We’ve loosely covered this topic with startups like Climate Robotics, but Made of Air is taking a different approach. The company uses biochar powder mixed with bioplastics to create a moldable, functional material embedded with captured carbon. Made of Air is helping to drive the net-zero economy by using its material in various products, including fashion accessories, brand facades, and building materials.  The way we approach seemingly routine aspects of building design, such as accent textures on walls, is shifting as we become more aware of the environmental impact of embodied carbon. Allison and Made of Air are leading examples of this transformation in the industry.In this episode, Allison and Cody have an interesting conversation about current building materials and how the built environment is thinking about decarbonization. They also discuss how carbon-negative materials can complement other emissions reduction practices in buildings. Finally, they delve into the end-of-life process for these buildings and what materials would need to look like to ensure that carbon stays sequestered.In this episode, we cover:[2:11] Systemic failures in the built environment[4:31] Why we should be paying attention to embodied carbon right now[6:22] New regulations in Europe for building emissions[8:45] Allison's background as a trained architect and how she met her co-founder[14:10] Allison's approach from a climate perspective with carbon capture at the forefront[18:10] An overview of Made of Air's process[21:27] Use cases for Made of Air's material, including fashion and the built environment[25:17] The company's role in customers' manufacturing process and impact on Scope 3 Emissions[29:19] The green premium question[32:40] Made of Air's production footprint and plans to scale[36:00] Biochar's end-of-life and permanent sequestration[39:15] The financial side of the business[42:10] Who Allison wants to hear from and how to work with Made of AirGet connected: Cody Simms Twitter / LinkedInAllison Dring / Made of AirMCJ 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 November 7, 2022.  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

Today’s guest is Dr. David Kirtley, Founder and CEO at Helion, which is building the world's first fusion generator and enabling a future of unlimited clean electricity. Nuclear fusion has the potential to revolutionize the way we produce energy. As the driving force behind every star in our galaxy, fusion has long been hailed as the "holy grail" of clean energy, offering a limitless and fossil-free source of power. But the idea of harnessing fusion on Earth has seemed like a dream that’s perpetually 30 years away. However, with a recent influx of venture capital and the emergence of fusion startups, unlimited clean energy may finally be within reach. This episode was initially recorded as a fireside chat at the SOSV Climate Tech Summit on October 25-26, 2022 (video here). Jason and David talk about Helion, the company’s origin story, approach, and progress. They also cover some of the barriers holding them back, and what it will take to get to true commercial adoption. The discussion also touches on fusion in general, why the joke has been that fusion is 30 years away and always will be, and how close we are to the exciting promise of fusion technology.In this episode, we cover: [2:20] An overview of Helion [2:50] How David came to work on fusion and its possibilities [5:04] Status of nuclear fusion[7:25] David's thoughts on the fusion landscape, including different players and types [10:23] Company origin story [12:26] How Helion pieced together their solution set [14:20] Funding milestones to date [15:17] Early stages and current risks [17:54] Helion's plans for commercialization and the company's business model [18:53] The pitch for initial customers [20:18] Supply chain concerns [21:04] Who David wants to hear from and open positions at HelionGet connected: Jason Jacobs Twitter / LinkedIn\David Kirtley / HelionMCJ 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 October 25, 2022. 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

Today's guest is Manik Suri, CEO and Founder of Therma. The cold chain is a massive part of modern society that doesn't get much attention. It stores a huge amount of goods, allowing us to keep food fresh, medicines effective, and current internet infrastructure. Yes, even data centers are part of the cold chain.Therma is turning commercial and industrial refrigeration systems into virtual power plants and helping to reduce emissions across three vectors: food waste, energy, and refrigerant gases. Manik took a lean startup approach to Therma with a thesis that he could monitor refrigeration to help companies avoid spoilage. That idea led him to uncover related customer problems such as controlling temperature, optimizing power consumption, and detecting potential equipment failures that could lead to leaks. Collectively these problems add up to nearly 10% of global emissions. As refrigeration and cooling spread across a warming world, this footprint is expected to grow. The story of unchecked cooling is one of the self-reinforcing negative feedback loops where warmer weather requires more cooling, which uses more power and leaks more refrigerant, causing warmer weather… on repeat.In this episode, Cody Simms chatted with Manik to hear the details of our collective refrigeration and cold chain problem, how his solution at Therma came to be, and what's next for this side of the cooling world. In this episode, we cover: [2:19] An overview of the cold chain[5:10] Regulations and rules from a temperature management standpoint[8:09] Major sources of waste and inefficiency in the cooling sector and cold chain[10:02] Role of refrigerant leaks during a machine's lifespan and end-of-life[14:49] An overview of the cold chain emissions footprint[18:07] Origins of Therma and the company's solution[23:12] Manik's journey and how he landed in refrigeration[27:36] Therma's hardware, software, and analytical platform[31:00] The company's subscription model and how it came to be during the pandemic[33:16] How Therma predicts manufacturing timeframes and balances risk[35:06] The company's early adopters at a national level and plans to scale[38:13] Job opportunitiesGet connected:Cody Simms Twitter / LinkedInManik Suri Twitter / LinkedInTherma 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 November 21, 2022.  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

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.Today's guest is Brittany Heller, Director of Program Management at HeatSpring. Last year, we kicked off this series by hearing from a field technician working on the installation side of the solar industry. And while there are many facets to the PV space, we couldn’t just end there. Today’s guest is a fascinating follow-up from that initial episode because Brittany’s background and experience as a female in a male-dominated field highlight a different side of the spectrum. From doing door-to-door to back office sales, solar construction, and most recently workforce development and democratizing training access to get more people working in the solar industry, she has a wealth of knowledge for women who are looking to make the switch and are not sure where to start. We met Brit through the Greenwork platform, and naturally invited our friend Sam Steyer to co-host the conversation. We find out how Brit felt a calling to work on something more meaningful in life and applied for a solar job on a whim, how solar policy shifts uprooted her and her now husband from Louisiana to Colorado, what it's like to transition from doing sales to doing solar construction projects, and the empathy she's built seeing both sides of the house, and ways to create a more inclusive future workforce in the skills trade arena. Enjoy! In this episode, we cover: [3:12] Britt's background and how she found her way into the solar industry[6:47] Her experience with door-to-door sales [8:06] Differences between outside vs inside sales [10:23] The role of policy in Britt's career at Grid Alternatives [14:24] Her experience working in construction [17:00] An overview of Grid Alternatives and the org's revenue model [20:02] Construction skills Britt gained that changed her life [22:00] Learnings from working in both the sales and construction sides [25:48] Inspiring stories from Britt's workforce development chapter at Grid[29:01] Tips for deciding on where people can focus in the skills trade side of climate [30:37] The role of gender and diversity representation in the trades [36:40] How Britt sees her career evolving in the futureGet connected:Yin Twitter / LinkedInBrittany / HeatspringMCJ 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 October 5, 2022.  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

Today's guest is Dr. Leah Ellis, CEO and co-founder of Sublime Systems, which is using electrochemistry to make cement and in doing so claims to have a pathway to reduce the emissions footprint of cement production by 60-90%.Cement is the most abundant man-made material on earth, with billions of tons produced yearly. So far the primary pathway to reducing its emissions footprint is via point source carbon capture otherwise defined as collecting the greenhouse gasses that are emitted as part of the process of breaking down limestone to make cement. But those gasses are diffuse and mixed in with a bunch of other stuff which makes capturing pure greenhouse gas streams hard and expensive. C mmMJ Heating the limestone up to the point of it breaking down requires extremely high temperatures and coal. Dr. Ellis and Sublime took a totally different approach to the problem. Instead of heating up the limestone, the company figured out ways to use chemistry to break it down, even if that requires a lot of electricity. Leah and her co-founder used their backgrounds in EV battery chemistry and have invented a method that essentially turns a cement plant into an electric-distributed energy resource.This conversation with Cody and Leah is an eye-opener as they spent a bunch of time digging into how climate solutions can be tackled by outsiders who apply cross-functional learnings to big problems. Leah is incredibly knowledgeable and her unique experience in the "electrify everything" movement highlights what that might mean at an industrial scale. Enjoy!In this episode, we cover: [3:14] An overview of cement and associated GHG emissions [9:52] The role of coal in making cement [11:44] Relevant terminology [14:22] Different types of cement [16:12] Leah's background in EV batteries and electrochemistry [18:52] Her co-founder Yet-Ming Chiang [22:36] How the idea of electrochemical cement came together[27:01] An overview of Sublime Systems [30:41] The company's inputs and outputs [33:18] Legacy cement manufacturers and their path to net zero commitments [38:12] Alternative feedstocks to limestone [40:41] The big catalyst for Sublime Systems [44:23] How Leah is talking to legacy cement companies and Sublime's potential business models[47:31] How companies can pay for green premiums [49:15] Need for external measurements for carbon reduction and LCAs[51:43] Sublime's production today, their future roadmap, and open positionsGet connected: Cody Simms LinkedIn / TwitterLeah Ellis / Sublime SystemsMCJ 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 October 21, 2022 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