Energy Gang

Wood Mackenzie
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12 snips
Aug 5, 2025 • 1h 11min

Planning the grid to meet future energy demand | A discussion on the future of the grid, AI, energy innovation, and delivering the electricity supply we will need in the coming decades

Alice Jackson, VP of Grid Modeling at Breakthrough Energy, and Melissa Lott, Partner for energy technologies at Microsoft, discuss the urgent need to modernize the electricity grid. They highlight challenges stemming from aging infrastructure and rising demands from data centers and EV charging. Jackson shares insights on developing open-source tools for grid planning to streamline regulatory approvals. The conversation emphasizes the critical role of collaboration and innovative technologies in creating a sustainable and resilient energy future.
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Jul 22, 2025 • 1h 15min

What will energy look like 5 years after the 'Big Beautiful Bill?' The Energy Gang report from 2030.

Travel into 2030 as experts envision the changing energy landscape post-legislation. The looming impact on the U.S. automobile industry, particularly electric vehicles, is examined alongside rising challenges from China. Geopolitical factors complicate tax credits, adding further hurdles for battery developers. Meanwhile, the future for renewable technologies like solar and wind faces supply chain pressures. Amidst this, state policies and private investments emerge as potential beacons of hope for a cleaner energy future.
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28 snips
Jul 8, 2025 • 1h 13min

Inside the ‘crazy grid’: why the future of energy needs everything, everywhere, all at once

Quinn Nakayama, Senior Director of Grid Research and Innovation at PG&E, dives into the complexities of the 'crazy grid'. He explains how California's electricity system is adapting to new demands like variable renewable energy and electric vehicles. The discussion touches on the role of AI in increasing power demand and grid management. Nakayama debates the effectiveness of Virtual Power Plants and highlights the urgent need for infrastructure upgrades to meet rising consumption patterns, especially with the growing influence of data centers.
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4 snips
Jul 3, 2025 • 1h 10min

The Big Beautiful Bill is close to passing. What would it mean for clean energy in the US?

Robbie Orvis, Senior Director at Energy Innovation, and Jeremy Horan, VP at ACORE, join to unpack the implications of the recent budget reconciliation legislation. They discuss the potential decline in wind and solar investments, increased reliance on natural gas, and a promising outlook for battery storage. The duo also tackles the complexities introduced by new regulations on foreign entities, which could hinder progress in renewable projects. The conversation dips into how global geopolitical tensions, particularly in Iran, are reshaping U.S. energy markets.
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Jun 24, 2025 • 27min

EBOS: the unsung hero that’s accelerating clean energy deployment | How Shoals is improving utility-scale solar performance

Stephen LaFleur, Senior Director of Sales for Utility-Scale Solar at Shoals Technologies Group, and Grant Reasor, Associate Electrical Engineer at Burns & McDonnell, dive deep into the world of Electrical Balance of Systems (EBOS). They highlight how flawless EBOS integration is essential for solar project success, discussing alarming statistics about connector-related failures. The conversation also touches on the shift to 2KV systems and the cost-effectiveness of repowering solar plants, emphasizing the importance of collaboration and innovation in the clean energy sector.
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Jun 18, 2025 • 1h 6min

How do we adapt to a warming world?

Join climate experts Sarah Kapnick and Amy Myers-Jaffe as they unpack the realities of adapting to a warming world. Kapnick, with her background at JP Morgan and NOAA, highlights the rising uninsurability of certain regions due to climate risks. They discuss the urgent need for innovative adaptation strategies, particularly for vulnerable communities. The conversation also touches on how climate change is reshaping energy markets and influencing housing decisions. Together, they call for urgent action to address disparities in climate-related impacts.
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31 snips
Jun 10, 2025 • 1h 12min

Geothermal, dealmaking, and the future of clean energy finance | live from the ACORE Finance Forum in New York

In a lively discussion, David Ulrey, CFO of Fervo Energy, talks about groundbreaking geothermal projects, including a promising pilot in Nevada, and financing challenges in the sector. Mona Dajani from Baker Botts offers insights on energy dealmaking amidst changing political winds, emphasizing the need for adaptability. Tonya Hicks, founder of Power Solutions Inc, shares her inspiring journey as a woman entrepreneur in the renewable energy space. Lastly, Ray Long discusses the urgency of navigating energy tax credit uncertainties and exploring innovative financing mechanisms.
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7 snips
Jun 6, 2025 • 1h 15min

Energy and the ‘big beautiful bill’ | live from day 2 of the ACORE Finance Forum in New York

In an engaging discussion, Joseph Webster, a Senior Fellow at the Atlantic Council focusing on energy and geopolitics, shares insights on the U.S.-China energy dynamics and the race to develop AI capabilities. Seth Hanlon from NYU Tax Law Center provides critical perspectives on the energy tax credits in the Inflation Reduction Act, while Lesley Hunter, Senior VP at ACORE, talks about lobbying for clean energy support in Congress. The conversation reveals the crucial interplay between energy policies, legislative challenges, and national security.
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9 snips
Jun 5, 2025 • 59min

Clean energy finance in uncertain times | live from day 1 of the ACORE Finance Forum in New York

Ray Long, President of ACORE, shares insights on the mounting uncertainties in the clean energy sector due to Congressional debates over tax credits. Meghan Schultz, CFO of Invenergy, stresses how these uncertainties affect their operations as the largest US independent power producer. Ted Brandt, CEO of Marathon Capital, discusses potential fallout if subsidies are eliminated. They also highlight rising demand from data centers, the implications for electricity prices, and the competitive energy landscape between the US and China.
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May 20, 2025 • 1h 15min

It’s looking bleak for clean energy in the US as Congress threatens to shred the Inflation Reduction Act

Amy Myers-Jaffe, a policy expert at NYU’s Energy, Climate Justice, and Sustainability Lab, joins Robbie Orvis from Energy Innovation and Ray Long from the American Council on Renewable Energy. They tackle the chilling impact Congressional tax credit proposals could have on the clean energy sector. Discussion revolves around the urgency of protecting crucial tax incentives for renewables, the geopolitical ramifications of energy policies, and the future of U.S. energy supply chains amidst rising costs and international tensions.

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