Know Power

On this episode of Know Power, we welcome Abe Silverman, our special guest. Abe delves into the world of energy and power, focusing on MISO, the largest US-integrated market ISO RTO, and its challenges with transmission constraints. We also explore the nascent offshore wind industry, the role of regional transmission organizations, and Abe's program for clean energy. Abe shares insights on New Jersey's offshore wind progress and the importance of efficient transmission planning. Join us as we discuss the significance of investing in the transmission system for decarbonization, reliability, and cost reduction, all while transcending political divisions. Don't miss this episode as we unravel the intricacies of transmission infrastructure and its role in the clean energy transition on Know Power!Guest bio: Abe Silverman is a clean energy advocate who believes that achieving clean energy goals is not solely dependent on technological innovations. With a focus on the period between now and 2030, Abe has been working on identifying the non-technical aspects of the clean energy transition that can accelerate progress. Instead of relying on new technologies, Abe emphasizes the importance of deploying existing solutions on a large scale. In his new program, he aims to prioritize short-term goals that do not require major breakthroughs and pave the way toward a cleaner energy future.He joined the Center as the Director of the Non-Technical Barriers to the Clean Energy Transition initiative. The Non-Technical Barriers initiative is designed to identify major legal and regulatory bottlenecks to the clean energy transition and then provide state and federal policy makers pragmatic solutions to address those challenges. Major focus areas include Legal and Regulatory Barriers at the state and federal level, Market Rules and Economic Incentives, and Social Acceptance & Just Deployment of Infrastructure. Before joining the Center, Abe served at the New Jersey Board of Public Utilities as the General Counsel and Executive Policy Counsel. Abe’s portfolio included developing offshore wind, solar, electric vehicle, energy storage, and interconnection reform programs, along with quantifying and managing ratepayer impacts of the clean energy transition. Abe also led the State’s engagement with PJM Interconnection, the regional grid operator for New Jersey, on topics such as implementing New Jersey’s first-in-the-nation offshore wind transmission solicitation, resource adequacy, clean energy market design, and transmission policy.[00:02:09] Overview of Abe’s professional background[00:10:12] Policies and regulations delaying the transition to clean energy[00:12:15] Siding, transmission, and affordability for clean energy transition[00:19:19] Offshore wind industry in early stages. Value beyond cost is considered for success[00:27:34] Offshore wind has been around for a while. Learn from past experiences to overcome barriers. New Jersey is building offshore wind infrastructure[00:33:48] Clean energy transmission is caught up in political debates in the US. More transmission leads to a reliable grid and lower prices. Investing in clean energy promotes energy independence[00:38:05] MISO is a large market for energy[00:44:10] Reliability is important; ERCOT lacks transfer capability[00:49:24] Electric industry must prioritize justice in infrastructure implementation. [00:59:24] Efficient ways to achieve social and environmental goals[01:01:04] Regulators balance markets and political considerationsLearn more and stay up to date at KnowPowerShow.comConnect with our HostsNoha SidhomLinkedInMike BorgattiLinkedInGabel Associates

In today's episode, we have a special guest joining us, JC Kneale, who is here to discuss traditional clearing models and the role of a clearing house. Not only does JC bring a wealth of knowledge on this topic, but he also owns and operates multiple clearing houses themselves. Get ready to learn about the key players in traditional clearing models and how they facilitate transactions between individuals and companies. JC will also shed light on the changing dynamics of the solar power industry, including the challenges of generating power at night. We'll also explore the exciting developments in the global gas market and its impact on energy trading.Guest bio: JC Kneale is a visionary entrepreneur who revolutionized the energy market in the late 90s. With a background in building power plants, JC recognized the need for transparent prices and timely information in the industry. He took it upon himself to digitize and democratize the market, making prices accessible to as many people as possible. Starting from scratch, JC initially funded the project himself, managing the operation from his checkbook. Beta versions were rolled out to selected US electricity and natural gas customers as the project gained momentum. The overwhelmingly positive response led to exponential growth for the business. With the launch taking place in March, JC and his small team quickly expanded their customer base and established a prominent presence in the market. JC's forward-thinking approach and dedication to transparency have forever transformed the energy industry, earning him a reputation as an influential figure.[00:01:33] How Intercontinental Exchange (ICE) evolved from power trading to globally running futures and equities markets[00:09:06] Intercontinental Exchange acts as a neutral platform, facilitating secure transactions between buyers and sellers through clearing houses[00:12:50] ICE provides a transparent trading platform, vetted by clearing members, ensuring all parties are financially secure[00:15:51] How ICE and ISOs operate symbiotically, each providing unique services that foster market confidence and efficiency in energy trading[00:21:01] Why energy transitions demand market adaptation for changing investment needs and risk management[00:24:57] Why Balancing renewables and traditional sources is critical for investor confidence and market stability[00:30:59] How futures markets like ICE extend investment horizons[00:40:22] Efficiency and transparency in energy markets are becoming more international, affecting both gas and electricity prices[00:48:10] ICE's future is customer-driven, with potential expansion into environmental products and freight[00:57:12] If JC could wave a magic wand to remove one challenge, what would that challenge beLearn more and stay up to date at KnowPowerShow.comConnect with our HostsNoha SidhomLinkedInMike BorgattiLinkedInGabel Associates

Renewable energy expert Rob Gramlich delves into the need for voluntary RTO development, SPP's success with renewables, and the importance of rate pancaking and transmission planning. He emphasizes interregional transmission benefits, Bill Gates' impact on clean energy, and incentives for climate action. The podcast explores transmission reform challenges and predictions for decarbonization in the energy sector.

Welcome back to Know Power, the podcast where we explore the latest developments and innovations in the world of renewable energy and power. In today's episode, we are diving into the fascinating world of energy storage solutions. Our guest, Robert Piconi, will take us on a journey through the clean energy transition, sharing insights on the deployment of renewable energy and the importance of power energy storage in countries like China. We'll uncover the role of gravity- and non-lithium-based technology in energy storage, and how companies like Energy Vault are spearheading the charge. Piconi will also shed light on the rapid growth of his company, the challenges faced during the COVID-19 pandemic, and explore the increasing interest in clean energy and ESG investments. Along the way, we'll discover the crucial role of green hydrogen in the clean energy transition, and how it's being utilized to power cities during planned or unplanned shutdowns. So buckle up and get ready to expand your knowledge on the power of energy storage, in this enlightening episode of Know Power.Guest bio: Robert Piconi has had a fascinating journey in the energy industry. He began his career working for traditional and integrated oil companies, including the prominent Amaco before its merger with British Petroleum. Starting in the energy sector, Robert witnessed the mindset that prevailed at the time, with the belief that any problem could be solved as long as oil prices remained below $20 a barrel. However, his path took an unexpected turn, leading him back to the world of renewable energy. Throughout his career, Robert has seen the industry undergo significant changes. He experienced the transition from a heavily fossil fuel-centric approach to a growing emphasis on renewable sources. This shift sparked his interest, and he recognized the potential for renewable energy to make a lasting impact. Today, with oil prices soaring above $90 a barrel, Robert's decision to venture into the renewable energy sector has proved prescient. His unique journey highlights his adaptability and forward-thinking nature. He has exemplified the ability to navigate through evolving landscapes and find opportunities for growth. Robert's experiences in both traditional and renewable energy sectors have given him a well-rounded perspective, making him a valuable asset in today's ever-changing and environmentally conscious world. As the energy industry continues to evolve, Robert is dedicated to driving change and contributing to a sustainable future.[00:02:11] Robert’s career evolution to date[00:04:00] Urgency, economics, and sustainability[00:06:38] The carbon footprint of concrete fabrication[00:10:00] Struggles in light of COVID-19[00:14:09] 10% incentive for serving energy communities, 45X advanced manufacturing production credit, green hydrogen project with PG&E.[00:16:32] Innovations needed for power storage outside of lithium-ion[00:20:15] Quick market growth, investor support, and industry shifts[00:27:31] The state of R&D investment in new technology worldwide[00:30:04] Importance of carbon capture technology and decarbonization efforts[00:36:24] Global markets addressed with unique software-based technologies[00:40:44] How leadership impacts employee experience & company culture[00:42:56] An emphasis on inclusion and transparency[00:48:36] Natural gas used for multi-day power storage[00:50:52] Public utility approvals obtained for California project[00:53:17] “Microgrids” as backup for military bases and data centersLearn more and stay up to date at KnowPowerShow.comConnect with our HostsNoha SidhomLinkedInMike BorgattiLinkedInGabel Associates

On this episode of Know Power, we delve into the complex world of solar panel manufacturing and the challenges faced by the global solar industry. From the impact of trade wars on the solar supply chain to the need for onshoring processes, we discuss the urgent need for a comprehensive discussion around establishing a transmission policy in the US. We also explore the challenges of long-term planning for procurement and why the Inflation Reduction Act has been a game changer for the renewable energy industry. Our guest for this episode is the Vice President of Regulatory Affairs at Pine Gate, Brett White, who provides insights into the company's growth and expansion plans, as well as their in-depth knowledge of federal agency engagement, RTO engagement in wholesale markets, and international trade. Join us as we explore the nuances of onshoring solar supply chains and the opportunities it presents for American jobs and communities.Guest bio: Brett focuses on Pine Gate’s activities in the wholesale electricity markets as well as matters before the Federal Energy Regulatory Commission (FERC). He previously spent several years in private practice representing regional transmission organizations and investor-owned utilities before FERC and the federal courts.Before his time in private practice, Brett served as an Attorney-Advisor in FERC’s office of general counsel. He was also the director of federal regulatory affairs for the Edison Electric Institute. Brett is a graduate of the Vermont Law School, where he served as Editor-in-Chief of the Vermont Law Review, and of Appalachian State University. He is a resident of Washington, D.C.__________________________________________________________________________________________________[00:02:33] An overview of Pine Gate: A utility-scale solar developer and operator[00:04:11] His responsibilities  as the Vice President of Regulatory Affairs[00:05:34] Tariff issues impact the solar industry, shifting imports and trade dynamics[00:07:10] Anti-dumping and 201 tariffs impact the solar industry, targeting specific countries and all imports[00:09:36] Tariffs create uncertainty, affecting procurement decisions and long-term planning[00:12:21] Inflation Reduction Act (IRA) positively impacts businesses with extended tax credits[00:16:21] Tax equity financing incentivizes investment in renewable projects with low-cost capital[00:20:48] Investments in domestic manufacturing create jobs and drive the energy transition[00:23:48] IRA incentivizes onshoring of solar supply chains to reduce reliance on China[00:28:01] The timeline for onshoring the solar supply chain is influenced by several factors[00:35:04] Navigating policy discussions for responsible onshoring of solar supply chain[00:36:05] Energy community adder brings complexities and uncertainties regarding project eligibility and timelines[00:42:17] The future for Pine Gate is promising, with opportunities for growth, innovation, and success[00:46:34] What Brett’s ideal energy future looks like[00:50:43] Balancing domestic manufacturing goals with immediate project deployment challengesLearn more and stay up to date at KnowPowerShow.comConnect with our HostsNoha SidhomLinkedInMike BorgattiLinkedInGabel Associates

On this episode of Know Power, Patrick Currier speaks with us about the challenges of addressing negative environmental impacts on communities with less political and economic power. We discuss the need for reducing CO2 emissions in the power, transportation, and industrial sectors, and the potential for technological advancements like fusion power. We also address the politicization of energy and offer ways to appeal to different political constituents. Patrick touches on the importance of upgrading old energy infrastructure and the challenges of implementing large-scale transmission projects. Finally, he addresses the concerns of communities that have relied on traditional energy resources like coal and oil, and the need to transition towards more sustainable options while supporting those affected by the shift.Guest bio: Patrick Currier is a long-time energy and environmental climate lawyer based in Washington D.C., with extensive experience in administrative law and regulatory work for federal agencies. He started his career in private practice before moving to Capitol Hill, where he served as senior energy counsel for Chairman Fred Upton. While on the Hill, he became exposed to emerging technologies in the energy transition, which later became his catalyst for opening his own practice, helping clean energy and infrastructure clients navigate the policy and regulatory landscape in D.C. He now focuses on consulting, lobbying, and advocacy work for clients in the clean energy and advanced energy systems space. Patrick is particularly excited about the clean hydrogen space and the work being done there.__________________________________________________________________________________________________[00:02:32] His early career path from energy lawyer to Capitol Hill staffer[00:07:45] CO2 reduction in power, transport, and manufacturing[00:10:12] Why certainty and proof of concept are key for success in markets[00:12:23] Why engineers need to get involved in politics [00:16:14] Transitioning from old to new energy[00:20:45] The cost-effectiveness of hydrogen[00:25:32] Why reliability is key when selling energy[00:27:37] Energy bill passed with significant permitting reform[00:30:53] Transmission build-out needs replacement[00:35:34] Political and regulatory barriers to fusion power[00:38:16] Finger-pointing in light of the politicized Texas storm deaths [00:42:01] Environmental injustices due to industrial pollution[00:45:12] How widespread willingness to go green is thwarted by political and corporate influenceLearn more and stay up to date at KnowPowerShow.comConnect with our HostsNoha SidhomLinkedInMike BorgattiLinkedInGabel Associates

On this episode of Know Power, Suedeen Kelly discusses various topics related to the energy sector, including stimulating demand for clean energy through community solar developments and state contracts with offshore wind developers. She also highlights the challenges of increasing the percentage of renewable energy on the grid and the need for backup generation when renewable sources drop. Additionally, she shares insights on the challenges of fitting new technologies like distributed generation into existing markets and the potential for reinvestment of infrastructure in communities through payments in lieu of taxes and other revenue streams. Lastly, she delves into the incentives available for investment in hydrogen and the challenges of storage and elasticity in how storage works. Tune in for an informative discussion on the current state and future of the energy sector.Guest bio: Suedeen Kelly is a private practice attorney who represents clients across the energy, electricity, and new fuels sectors. She is well-versed in the Inflation Reduction Act and often represents clients in hydrogen and carbon capture. Kelly also works with clients in natural gas and sustainable aviation fuels sectors. Representing startups, entrepreneurs, independent developers, utilities, investors, and Native American governments, Kelly has a unique perspective on the energy transition. Her client base covers all facets of the electricity landscape, including tech platforms and renewables, and she advocates for a cleaner energy future.__________________________________________________________________________________________________[00:00:50] Suedeen Kelly’s role as a leader in clean energy[00:06:45] Challenges for sustainable business and investments[00:10:03] How distributed generation can integrate small energy sources efficiently[00:14:26] Power markets’ shift towards green energy sources[00:16:23] California’s unified advantage relative to other major regions in the US[00:20:56] How power markets optimize for supply and demand but not consumer choice[00:23:44] Why some states are using contracts to promote clean energy[00:28:36] Native American communities partnering in energy projects[00:34:50] Tax incentives and funding for infrastructure projects[00:37:11] Hydrogen offers potential, with incentives available[00:41:17] Congress struggles with energy policy diversity[00:46:45] Power reliability challenges that come with the implementation of renewables[00:51:29] Pumped hydro storage as a good backup optionLearn more and stay up to date at KnowPowerShow.comConnect with our HostsNoha SidhomLinkedInMike BorgattiLinkedInGabel Associates

On this episode of Know Power, we explore the role of states and companies in driving environmental change, as well as the growing opportunities in the energy market. We discuss how California's regulatory framework and bad air quality led to the creation of Tesla, and how New Jersey's renewable portfolio standard advanced the solar market. We also delve into the challenges of making environmental discussions accessible and bringing more diverse voices into the conversation. Additionally, we explore the potential of energy storage, vehicle-to-grid technology, and electrification of transportation to create a more dynamic and resilient energy system. Lastly, we analyze the changing landscape of the automotive and energy industries, including the increasing diversification of oil companies and the importance of strategic alliances. Tune in to learn more about the complex and exciting world of energy and environmental policy.Guest bio: Pamela Frank is a seasoned expert in the energy industry, having been involved since the early 1990s. She is highly regarded for her knowledge of renewable energy, and has become a leading voice in the transition away from fossil fuels. Pamela is a dynamic and engaging personality, known for her wit and humor in interviews and conversations. In her work at Gable Associates, she tackles pressing issues such as the electrification of vehicles and the transformation of energy companies from oil-focused entities to broader energy providers. Pamela is an invaluable source of information and insight, and a true industry leader.__________________________________________________________________________________________________[00:02:22] How her diverse background led her to chasing carbon[00:05:06] The bumpy road to clean energy adoption[00:10:57] Electric car rental models to accelerate growth[00:15:17] How car manufacturers can become big players in clean energy[00:17:55] Electrification and hydrogen diversification strategies[00:22:05] How state governments drive environmental regulatory changes and innovation[00:26:35] The problem of power outage and unreliability[00:28:28] Energy storage through vehicle-to-grid technology explained[00:33:18] California solar surplus used for car charging[00:39:17] Why aggregators are key to animating resources[00:43:12] Regulators like control, but the market proposes solutions[00:45:43] Inclusive rooms need accessible language and representation[00:49:19] PJM publishing emissions ratesLearn more and stay up to date at KnowPowerShow.comConnect with our HostsNoha SidhomLinkedInMike BorgattiLinkedInGabel Associates

Travis Kavulla, former state regulatory commissioner and now VP of Regulatory Affairs for NRG Energy, dives into the complexities of the energy transition. He addresses the political tensions in state jurisdictions and the necessity for flexible market structures. The conversation touches on integrated resource planning, challenges in retail markets, and new regulations shaping energy pricing. Kavulla highlights the Retail Energy Advancement League's efforts to foster retail competition while discussing the critical balance between renewable resources and reliability in a shifting energy landscape.

On this inaugural episode of Know Power, Manu Asthana, an expert in the energy space, discusses his role as a member of PJM and how he's been helping with the organization's big energy transition. With a diverse array of backgrounds and capacities within the organization's scope, Manu is at the forefront of a growing concern regarding renewable energy, and PJM is confident it can benefit its customers if they handle the transition correctly. The transition isn't without its challenges, and Manu explains the roadblocks he's run into, particularly with regulatory standards and new technology. He also talks about how PJM is dealing with the issue of diversity, whether it's a more significant asset or if a single state system would be preferable. Finally, Manu emphasizes the importance of addressing the people left behind by industrialization and being open to ideas on how to address this issue.Guest bio: Manu Asthana is the CEO of PJM, a regional transmission organization that manages the power grid for approximately 65 million Americans in 13 states and the District of Columbia. With over 1400 generators under its management, PJM directs the operation of the transmission system and generation through the power of competitive markets, ensuring efficient operation and forward planning. Manu's leadership has enabled PJM to manage the power grid effectively using cutting-edge technology and competitive market strategies.[00:04:26] PJM's CEO on finding purpose in the energy transition[00:08:34] Transition to renewables: urgency and opportunities ahead[00:16:24] Diversity in the PJM footprint: a significant advantage[00:19:56] Why transmission is a key component for reliable and diverse energy[00:23:06] Upgrading grid infrastructure for renewable energy[00:29:11] How PJM handles the intricacies connecting homes to power grid[00:33:57] Designing a fairer society through better power distribution practices[00:43:24] Geopolitics, energy security, and climate change policies[00:48:13] The future of work: embracing rapid innovationLearn more and stay up to date at KnowPowerShow.comConnect with our HostsNoha SidhomLinkedInMike BorgattiLinkedInGabel Associates