Energy Gang

Wood Mackenzie
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Feb 21, 2019 • 55min

How Trump's Tariffs Hit US Solar, One Year On

It’s been one year since the Trump White House slapped 30 percent tariffs on solar cells and modules imported into the US. What happened since?The solar industry said tariffs would destroy tens of thousands of jobs and set the market back years. Turns out, the market is a lot more resilient than presumed. We now have the jobs numbers and installation data for 2018 — and yes, the tariffs definitely hurt solar, but not nearly as much as expected.We’ll take stock of how tariffs shaped America’s solar market over the last year, both bad and good.Then, Shell continues its distributed-energy acquisition spree. The oil giant just scooped up German battery services company sonnen — one month after buying EV charging firm Greenlots in January. What’s the end game?We’ll end with a Trump Administration plan to freeze lighting standards. Is this Trump’s vendetta against hipster bars using globe lights and Edison bulbs?We’re doing a live show at the MIT Energy Conference on April 4 in Cambridge, Massachusetts. Follow this link and use the promo code “energygang,” and we’ll give you a 10% discount on your ticket. Come join us for a fun live show on the energy picture in 2040.Recommended reading:GTM: New Tariffs to Curb US Solar Installations by 11% Through 2022GTM: US Solar Job Numbers Decline for the Second Consecutive YearGTM: Oil Supermajor Shell Acquires Sonnen for Home Battery ExpansionACEEE: Rollback of Light Bulb Standards Would Cost Consumers BillionsSupport for this podcast comes from Dandelion Energy, the leading home geothermal company. Dandelion is making it easier for homeowners to get geothermal. Customers who switch to geothermal heating save on average $2,250 per year. See if your home qualifies.We're also brought to you by Wunder Capital. Wunder Capital is the leading commercial solar financing company in the United States. Listen to our special podcast episode on careers produced in partnership with Wunder.Subscribe to The Energy Gang podcast via Apple Podcasts, Spotify, Google Podcasts, Stitcher or wherever you find your audio content.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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Feb 14, 2019 • 59min

Parsing the Green New Deal

The Green New Deal plan is out, and we’re suddenly having a national conversation about climate change again. It’s also injecting some early drama into the presidential primaries.This week, we’re digging into the plan. We’ll tell you what’s in it, assess the reactions, and look at whether it will amount to anything. Also: is the democratic-socialist agenda antithetical the “creating climate wealth” framing — or complimentary?Then, recycling is in crisis. You’re probably recycling wrong. China is cracking down. And your city is probably losing money. We’ll ask how to address it.Finally, lab-grown meat and meat alternatives are facing a backlash from the meat industry. Bills are getting introduced in states around the country to prevent companies from using the word "meat." Could it set the industry back just as these products are gaining traction?We’re doing a live show at the MIT Energy Conference on April 4 in Cambridge, Massachusetts. Follow this link and use the promo code “energygang,” and we’ll give you a 10% discount on your ticket. Come join us for a fun live show on the energy picture in 2040.Recommended reading:Read the Green New Deal resolutionPolitico: The Impossible Green Dream of Alexandria Ocasio-CortezVox: The Green New Deal Is a 2020 Litmus TestFinancial Times: Why the World’s Recycling System Stopped WorkingNew York Times: You Call That Meat? Not So Fast, Cattle Ranchers SaySupport for this podcast comes from Dandelion Energy, the leading home geothermal company. Dandelion is making it easier for homeowners to get geothermal. Customers who switch to geothermal heating save on average $2,250 per year. See if your home qualifies.We're also brought to you by Wunder Capital. Wunder Capital is the leading commercial solar financing company in the United States. Click here to find out how Wunder Capital can help you finance your next commercial solar project.Subscribe to The Energy Gang podcast via Apple Podcasts, Spotify, Google Podcasts, Stitcher or wherever you find your audio content.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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Feb 8, 2019 • 1h 17min

Watt It Takes: How David Crane Jolted the Power Sector

This week on Watt It Takes: How David Crane worked his way up in the power business to become CEO of NRG Energy — only to get tossed out of the job for his bold stance on climate.In this episode, Emily Kirsch talks with Crane about taking risks in the conservative power industry. We’re going to hear from Crane about why being a CEO is so lonely, how his open exit letter to NRG employees went viral, the best investment he ever made, and his early career.Watt It Takes is a collaboration between Powerhouse and Greentech Media. The series is recorded in front of a live audience at Powerhouse headquarters in Oakland, California. Buy tickets for upcoming events.Subscribe to GTM podcasts via Apple Podcasts, Google Play, Stitcher or wherever you find your audio content.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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Feb 5, 2019 • 45min

The Interchange: Utilities vs Oil Majors vs Mobility Providers vs Big Tech

This week: a battle Royale for energy dominance.We're cross-posting an episode from our other Greentech Media podcast, The Interchange. The competitors: utilities, oil & gas majors, mobility providers and big tech. We’re pitting them against each other inside of a voice-activated, electrified cage to see who will emerge as the energy company of the future.Subscribe to The Interchange podcast via Apple Podcasts, Google Podcasts, Stitcher, Spotify or wherever you find your audio content. Or integrate our RSS feed into the app of your choice.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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Jan 31, 2019 • 50min

The Debate Over America's 2050 Energy Mix

What will the U.S. grid mix look like in 2050? It depends on which models you follow.The future according to the Energy Information Administration's latest report: wind will stop growing, coal will stop declining, demand for electricity will keep going up, and emission reductions will moderate. A lot of people are unhappy about it.It's no secret that EIA is ultra-conservative in its modeling. But why is there such a disconnect from the technological and economic shifts in energy markets? And why does EIA have such a hard time mapping technological change? We'll offer some solutions to the government's data problem.Then: cancel your trip to Disneyland, stock up on Coca-Cola, and hoard as many iPhones as possible. We'll look at how the world’s biggest companies are detailing their risks to climate change.Finally, we'll end on a philosophical note: who is to blame for climate change? Individuals? Companies? Governments? We'll take a cue from an articulate 16-year-old in Davos.Don't forget to rate and review us on Apple podcasts. We're giving away a free subscription to GTM Squared to the person who writes the most interesting review by February 1.Read along with us:InsideClimate News: What the Government Misses in Its Energy Outlook and Why It MattersUtility Dive: US Far Off Track for Global Climate Goals as Fossil Fuel Reliance PersistsTwitter: Jesse Jenkins thread on EIA dataTwitter: Alex Gilbert reactions to EIA dataBloomberg: Corporate America Is Getting Ready to Monetize Climate ChangeBarron's: Climate Change Could Hit These Companies HardestLinkedIn: Discussion of Greta Thunberg's Davos SpeechSupport for this podcast comes from Wunder Capital. Wunder Capital is the leading commercial solar financing company in the United States. Click here to find out how Wunder Capital can help you finance your next commercial solar project.Subscribe to The Energy Gang podcast via Apple Podcasts, Spotify, Google Podcasts, Stitcher or wherever you find your audio content.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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Jan 24, 2019 • 46min

A New Paradigm for Energy Efficiency

What is energy efficiency? That sounds like a pretty simple question. But it’s not.Defining efficiency used to be pretty straightforward: weatherize, upgrade equipment and lighting, use a bit of social science to cut consumption. But now efficiency is becoming just as much about shaping demand in real-time to support distributed energy. And that’s shaping how it gets defined, implemented and tracked.A confluence of factors — the rise of new consumer tech in the home, bundled distributed energy offerings, a shifting demand curve due to PV, improvements to data collection, and the “electrify everything movement — are changing efficiency's role on the grid. We'll discuss this changing paradigm in our first segment.Then, we'll move to electrification. Why are heat pumps suddenly getting so much attention? And how can they help meet efficiency and decarbonization goals?Finally, we'll end with an update on how global power brokers are thinking about energy at the World Economic Forum in Davos, Switzerland. Katherine comes to us from the event.Don't forget to rate and review us on Apple podcasts. We're giving away a free subscription to GTM Squared to the person who writes the most interesting review before the end of January.Read along with us:Twitter thread of efficiency resources suggested by listenersACEEE: Snapshot of Energy Efficiency Performance Incentives for Electric UtilitiesNexant: The Need for a Holistic Electrification StrategyGTM: Electric Heating Accelerates the Push for Deep Decarbonization, but Cost Remains an IssueGTM: Electric Heat Pumps Can Slash Heating Emissions by More Than Half in California HomesStrategen Consulting: Is the "Duck Curve" Eroding the Value of Energy Efficiency?Support for this podcast comes from Wunder Capital. Wunder Capital is the leading commercial solar financing company in the United States. Click here to find out how Wunder Capital can help you finance your next commercial solar project.Subscribe to The Energy Gang podcast via Apple Podcasts, Spotify, Google Podcasts, Stitcher or wherever you find your audio content.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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Jan 17, 2019 • 58min

PG&E's Looming Historic Bankruptcy

We are about to witness one of the most contentious and consequential bankruptcies in the history of energy.PG&E, California’s biggest utility, is reeling from wildfire costs — and it is now headed to the courts, where it will likely be dismantled.Will it crush California’s goals to clean up the electric grid? Or will lawmakers step in with a political fix? The stakes couldn’t be higher. We’re going to tackle the big questions raised by PG&E’s spiral.Then, why are hundreds of liberal green groups shutting down every technology except wind and solar as part of the Green New Deal? We’ll discuss a letter has raised a lot of criticism — and risks fighting among allies even before a real plan is considered.Finally, we’ll have a rundown of a terrifying Wall Street Journal story about how the Russians infiltrated dozens of utilities, allowing them to hide out inside the computer systems controlling the grid.Don't forget to rate and review us on Apple podcasts. We're giving away a free subscription to GTM Squared to the person who writes the most interesting review before the end of January.Read along with us:GTM: The Big Questions Raised by PG&E’s Coming BankruptcyLos Angeles Times: PG&E’s Bankruptcy Could Slow California’s Fight Against Climate ChangeJigar's op-ed in The Hill: Modern Energy Infrastructure Could Mitigate California’s Wildfire CrisisVox: Here’s One Fight the Green New Deal Should Avoid for NowWall Street Journal: America’s Electric Grid Has a Vulnerable Back Door—and Russia Walked Through ItSupport for this podcast comes from Wunder Capital. Wunder Capital is the leading commercial solar financing company in the United States. Click here to find out how Wunder Capital can help you finance your next commercial solar project.Subscribe to The Energy Gang podcast via Apple Podcasts, Spotify, Google Podcasts, Stitcher or wherever you find your audio content.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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Jan 9, 2019 • 44min

Government Shuts Down, Pollution Ramps Up

The political insanity in Washington can feel disconnected from reality. But two years into the Trump presidency, Americans all over the country are feeling it in the form of higher pollution.In this week's episode, we're starting off with a look at how the government shutdown and Trump's regulatory rollback are impacting energy-related agencies, and encouraging the discharge of more chemicals, heavy metals and air pollutants.Then Bill Gates is once again talking about the limits of renewables and the importance of nukes. Where does Gates’ message and investment thesis stack up with the reality of the global emissions picture?Finally, we revisit the media and climate change. 60 Minutes is talking about the New Green Deal; Meet the Press devoted an hour to climate; and the New York Times called climate change the most important story of 2018. A sign of things of change in the media environment?Read along with us:New York Times: 'This Is Our Reality Now'The Guardian: Americans' Health at Risk as Shutdown Slashes EPANew York Times: The Most Important Story of 2018Bill Gates: What I Learned at Work This Year60 Minutes: A Profile of Alexandria Ocasio-CortezJigar Shah: Give Trump Money for a Wall by Funding the Green New DealSupport for this podcast comes from Wunder Capital. Wunder Capital is the leading commercial solar financing company in the United States. Click here to find out how Wunder Capital can help you finance your next commercial solar project.Subscribe to The Energy Gang podcast via Apple Podcasts, Spotify, Google Podcasts, Stitcher or wherever you find your audio content.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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Dec 21, 2018 • 52min

2018 Reflections and Prognostications

This week, it’s our year-ender episode. And you know what that means: we’re going round the horn with our assessment of 2018.First, we’ll discuss the top trends of the year. Then, a roundup of the best energy journalism of 2018. And finally, some predictions for 2019 — with a twist.Here some links to our top journalism choices:“The Coal Bailout Nobody is Talking About,” by Joseph Daniel“Drilled” podcast, by Amy WesterveltAn interview with Ken Ward, jr. about his MacArthur Genius grant for investigative reporting on the coal industry.And Stephen’s other picks for top podcasts of the year.The Energy Gang is brought to you by GE's Reservoir, a modular lithium-ion energy storage system that can slash construction costs by 50 percent. Find out more about what Reservoir can do for your electric grid, solar plant, wind farm, microgrid or thermal power plant.Use the promo code PODCAST to get a $50 discount for a GTM Squared membership this holiday season. Get your GTM Squared discounted membership here.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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Dec 6, 2018 • 1h 2min

Watt It Takes: The Origin Story of Wunder Capital

This week on Watt It Takes: Wunder Capital CEO Bryan Birsic on why he wants to solve the commercial solar financing challenge, when so many others couldn't."That is what a startup is to me. It's 50 or 100 people who can move a multi-billion-dollar industry in a way that an incumbent with thousands of people and multitudes of resources cannot," says Birsic.Since its launch in 2014, Wunder has exploded onto the solar scene. In this edition of Watt It Takes, Powerhouse CEO Emily Kirsch talks with Birsic about applying the lessons from fintech to cleantech.Watt It Takes is a collaboration between Powerhouse and Greentech Media. The series is recorded in front of a live audience at Powerhouse headquarters in Oakland, California. Buy tickets for upcoming events.This podcast is brought to you by GE's Reservoir, a modular lithium-ion energy storage system that can slash construction costs by 50 percent. Find out more about what Reservoir can do for your electric grid, solar plant, wind farm, microgrid, or thermal power plant.We’re giving listeners major discounts this fall. Use the promo code PODCAST to get a $50 discount for a GTM Squared membership and 20% off our final GTM conferences of the season. Get your GTM conference discount here. Get your GTM Squared discounted membership here.Listen to our other episodes of Watt It Takes: Nancy Pfund’s Pro Tips for Getting Started in CleantechSunPower Founder Dick Swanson’s Guide to Launching a Cleantech StartupLessons From the Fall of SungevityDan Shugar, the K​ing Midas of SolarA History of Greentech Media With Scott ClavennaSungage's Sara Ross on Starting a Solar Loan CompanyJigar Shah on the Origin Story of SunEdisonThe Origin Story of Mosaic With Billy ParishHow Roboticist Leila Madrone Built the Air-Based Solar Tracker Firm SunfoldingThe Death-Defying Reinvention of Advanced Microgrid SolutionsAssessing the Promise of Electric Buses With Proterra CEO Ryan PoppleHow Sunnova’s John Berger Convinced Oil & Gas Investors to Believe in SolarBertra​nd Piccard: ‘If You Can Fly Around the World in a Solar Airplane, You Can Do Everything’The Origin​ Story of Sunrun With Lynn JurichSubscribe to GTM podcasts via Apple Podcasts, Google Play, Stitcher or wherever you find your audio content.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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