Energy Gang

Wood Mackenzie
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Aug 17, 2017 • 45min

Did Steve Bannon Hint at a Solar Trade War?

White House Chief Strategist Steve Bannon (unwittingly) gave an interview this week, saying America is locked in "an economic war with China." Bannon mentioned arcane sections of the 1974 Trade Act to penalize China for alleged steel and aluminum dumping. Could solar be on the list, too? Bannon's comments suggest he's also paying attention to Section 201 of the trade act -- which is the foundation of Suniva and SolarWorld’s case for slapping severe penalties on imported solar cells and modules from Asia and the rest of the world. Those companies, plus dozens of other heavy hitters in solar, were in Washington this week to argue their case in front of the International Trade Commission. In this week's show, we’ll have the latest on solar trade politics. Then, we'll dig into a fascinating new study on second-order climate beliefs. It’s not just about what you believe -- it’s about what you believe others believe. Finally, we’ll revisit the rise of non-wires alternatives. More utilities are opting for distributed resources in place of traditional wires upgrades on the grid. We’ll discuss a new project in Arizona and then look across the landscape of other projects. This podcast is sponsored by Mission Solar Energy, a solar module manufacturer based in San Antonio, Texas. Visit Mission Solar at the upcoming Solar Power International conference at Booth 3975. You can find out more about Mission’s American-made, high-power modules at missionsolar.com. Recommended reading: The Messy Politics Surrounding the Solar Trade Case: https://www.greentechmedia.com/articles/read/the-messy-politics-surrounding-the-solar-trade-case The Importance of Second-Order Opinions for Climate Politics: https://pdfs.semanticscholar.org/74f6/8960cca93ebe036baea022bfaf2e4c4e9e70.pdf APS Buys Energy Storage From AES for Less Than Half the Cost of a Transmission Upgrade: https://www.greentechmedia.com/articles/read/aes-buys-energy-storage-for-less-than-half-the-cost-of-a-wires-upgrade 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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Aug 10, 2017 • 36min

South Carolina's Nuclear Disaster

What happens when lawmakers and industry craft a large, complicated bill and then rush it through the legislature without reading it? We saw the consequences in South Carolina. That's where two utilities in the state walked away from a nuclear plant they were building – leaving ratepayers to foot the bill and putting thousands of people out of work. It's the result of a piece of legislation quietly passed a decade ago. In this week's episode of The Energy Gang, we'll look at the political factors that led to South Carolina's nuclear debacle. Then, we'll review two newly published features about Louisiana – one on the state's disastrous environmental record, and the other on the slow recovery after last year’s record-breaking floods. We'll start the show off with a quick peek at the latest Tesla news, including the Model 3 unveiling and a major bond issuance. This podcast is sponsored by Mission Solar Energy, a solar module manufacturer based in San Antonio, Texas. Visit Mission Solar at the upcoming Solar Power International conference at Booth 3975. You can find out more about Mission’s American-made, high-power modules at missionsolar.com. Recommended reading: How SC Lawmakers Passed a 2007 Law That Failed Power Customers: http://www.thestate.com/news/politics-government/article165641762.html The Louisiana Environmental Apocalypse Road Trip: https://longreads.com/2017/07/13/the-louisiana-environmental-apocalypse-road-trip/amp/ Disaster and Neglect in Louisiana: http://reports.climatecentral.org/great-flood-louisiana/one-year-later/ 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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Aug 3, 2017 • 57min

So You Want to Build a Cleantech Startup?

While venture capitalists swoon over startups devoted to making people click on ads and stare at their phones longer, they’re decidedly less interested in solving more difficult real-world problems -- like transforming the energy sector. Yes, we’ve been talking about this downward trend for years now. And there are still a number of venture firms actively pursuing opportunities in energy decarbonization and decentralization. But startups are realizing they can’t rely on venture capitalists like they used to. So where do they turn for support? This week, we feature a conversation with four execs from incubators around the country. We chat about the emergence of new funding sources, different business models for incubators and accelerators, and the importance of corporate partnerships. Joining the conversation: Emily Kirsch, the founder and CEO of Powerhouse, a software-focused incubator and accelerator in Oakland, California: https://powerhouse.solar/ Emily Reichert, CEO of Greentown Labs, a hardware-focused incubator in the country, based in Somerville, Massachusetts: https://www.greentownlabs.com/ Path Sapinsley, managing director of cleantech initiatives at the Urban Future Lab in Brooklyn, New York, which houses the ACRE incubator: http://ufl.nyc/ Beth Hartman, project manager at the IncubateEnergy Network at the Electric Power Research Institute in Boulder, Colorado: https://incubatenergy.org/ This podcast is brought to you by Wunder Capital, an award-winning investment platform that allows you to invest directly in solar projects and earn up to 8.5 percent annually. Create an account for free at WunderCapital.com/gtm. 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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Jul 27, 2017 • 42min

Al Gore, Michael Lewis and Rick Perry Walk Into a Bar...

Al Gore is back in the climate spotlight with the release of "An Inconvenient Sequel." This week, we’ll revisit his role as the unofficial spokesman for climate action. There’s still an active debate over how effective Gore has been in that role throughout the last decade. Then, Energy Secretary Rick Perry didn’t give away any nuclear secrets in his 22-minute call with Russian phone pranksters. But that may be the least of our worries. We’ll talk about a blockbuster new piece from Michael Lewis in Vanity Fair about the disordered transition in the Department of Energy. Finally, Britain makes some bold battery moves. We’ll glance at two new plans to boost distributed battery storage and ban gas-powered cars. This podcast is sponsored by Mission Solar Energy, a solar module manufacturer based in San Antonio, Texas. Visit Mission Solar at the upcoming Solar Power International conference at Booth 3975. You can find out more about Mission’s American-made, high-power modules at missionsolar.com. Atlantic piece on Al Gore: https://newrepublic.com/article/143966/troubling-return-al-gore-profile-inconvenient-sequel Michael Lewis' piece on the DOE: http://www.vanityfair.com/news/2017/07/department-of-energy-risks-michael-lewis 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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Jul 21, 2017 • 36min

California's Cap-and-Trade Win

After numerous attempts, a desperate plea from the governor, and some pot sweeteners to industry, legislators in California finally passed an extension of cap-and-trade to 2030. It’s a big deal. California is the world’s seventh-largest economy. With Governor Brown vowing to fill in the climate diplomacy vacuum left by Donald Trump, it would have been a huge setback to let cap-and-trade languish. We'll look at the significance. Then, can geothermal heating and cooling follow the path of solar? Dandelion, a new startup spun off from Google X, thinks so. We'll end with a look at the wave of executive departures from SolarCity's team in the aftermath of the Tesla acquisition. This podcast is sponsored by Mission Solar Energy, a solar module manufacturer based in San Antonio, Texas. Visit Mission Solar at the upcoming Solar Power International conference at Booth 3975. You can find out more about Mission’s American-made, high-power modules at missionsolar.com. 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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Jul 13, 2017 • 58min

The Inconvenient Truth About Cities and Sustainability

With America now a climate pariah on the global stage, cities around the country are stepping up their commitments to action. But are they just cheerleading, rather than actually leading? This week, guest Sam Brooks tells the hard truth about why cities are not living up to their bold pronouncements -- not yet, anyway. Brooks is the former director of the District of Columbia's sustainability division. He recently penned a piece for GTM on why cities are not leading on climate in the way they claim. We'll talk to him about the data behind his argument and his experience working in city government. Then, we'll discuss a couple big business moves. NRG is selling off its renewable energy assets as part of a major restructuring plan. We’ll tell you why. And AES creates a joint venture with Siemens to scale up utility-scale storage. We’ll take a look at the global storage arms race. This podcast is sponsored by Mission Solar Energy, a solar module manufacturer based in San Antonio, Texas. Visit Mission Solar at the upcoming Solar Power International conference at Booth 3975. You can find out more about Mission’s American-made, high-power modules at missionsolar.com. Read Sam Brooks' piece: https://www.greentechmedia.com/articles/read/hard-truths-about-city-failures-with-clean-energy 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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Jun 30, 2017 • 44min

Live: Can Oil Majors Dominate in an Era of Electrification?

This week, we're coming to you live from Grid Edge World Forum. We kick off the show with a look at oil majors. Oil companies have toyed with renewables over the decades with mixed success -- but is it time to take them seriously in the era of electrification? Then, the latest experience with distributed renewables as grid assets. We’re all awaiting the release of a DOE report ordered by Energy Secretary Perry on how wind and solar are threatening baseload power and the health of the grid. We will go beyond the politics, and look to real-world applications as a guide for what’s really going on. In our last segment, we quickly flow through the most talked-about current events, including blockchain, artificial intelligence and the role of consumer tech giants in energy. This podcast is brought to you by Kaco New Energy. 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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Jun 22, 2017 • 52min

The Fight Over 100% Renewables

A bitter dispute. A clash. A battle royale. Those are just a few descriptions of a new study countering Mark Jacobson's 2015 report showing that we can source 100 percent of America's energy from wind, solar and water. Jacobson's study is controversial. Celebrities like Mark Ruffalo and Bernie Sanders have lauded his work. Other experts have long questioned his assumptions. Jacobson himself has called it the "only moral choice." This week, Twitter erupted with debate over Jacobson's assumptions -- resulting in personal attacks, a litany of tweet storms and wide press coverage. In this episode, we're going to dig into the dispute over 100 percent renewables that has spilled out of academia and into the mosh pit of Twitter and politics. In the second half of the show, we'll focus on reliability and renewables. Does Europe’s better outage record tell us anything about variable wind and solar and the health of the grid? Finally, America just got 10 percent of its electricity from non-hydro renewables. What does that tell us about where we are headed? This podcast is sponsored by KACO New Energy, a leading solar inverter company with superior engineering and unmatched customer service. 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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Jun 16, 2017 • 1h 1min

Inside the Minds of Top Utility Executives

Utility executives poured into Boston from across the country this week for the Edison Electric Institute’s annual conference. They talked about everything from crazy national politics to rate design to artificial intelligence and the future of workers. We brought our recording gear and tracked down some top names in the industry. In this episode, we hear what's on the minds of utility executives. Here are some highlights from the interviews: Tom Fanning, CEO of Southern Company, on why decarbonization will continue under Trump: "We don't chase fads. Our business approach, our strategies, our models, have a much longer life than any political party or any particular administration." Pat Vincent-Collawn, PNM Resources CEO, on automation and the future of work: "We're not thinking about that enough yet." Julia Hamm, the CEO of SEPA, on how distributed energy is wrapped up in smart cities and artificial intelligence: "Utility executives are really starting to think about how does that suite of distributed energy resources fit into an even bigger picture." David Owens, retiring VP of regulatory affairs at EEI, on the new priorities for investor-owned utilities: We've gotten very aggressive in the industry's vision. And that vision is focused around cleaner energy, a smarter energy infrastructure, and providing customized or individualized solutions so we can respond to customer needs." And here's our reading list mentioned at the top of the show: R Street Institute report on why baseload retirements don't necessarily mean unreliability: bit.ly/2sA7uAH Rocky Mountain Institute piece on outdated notions of baseload power: bit.ly/2swyRdY Researchers debunk the premise of Rick Perry's baseload report in The Conversation: http://bit.ly/2rnBH1k GTM article summarizing a report on why ARPA-E is a success so far: http://bit.ly/2sGFevU Wall Street Journal article on oil giants shifting their focus to electricity: http://on.wsj.com/2tuE2bL The Interchange is brought to you by AES Energy Storage. AES is helping utilities harness the power of battery-based energy storage to make the electric power system cleaner, more flexible, and more reliable. Find out more: http://bit.ly/2oxZ5dT Make sure to subscribe to The Interchange podcast via iTunes, SoundCloud or Stitcher, or integrate our RSS feed into the podcast 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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Jun 8, 2017 • 48min

Covering America's Climate Troll-in-Chief

We’ve had a week to let the media digest Trump’s climate trolling. EPA administrator Scott Pruitt has been all over the airwaves defending the decision to withdraw from Paris, and journalists have been all over the administration for its loose relationship with the facts. We’ll look at how Paris has played out in the press. Then, after killing net metering, Nevada is suddenly back on the table as one of the most important solar markets –- and now one of the most important storage markets. We'll have an overview of the stunning reversal in the Silver State. And finally, we’ll talk about a new report warning of a coming auto-industry death spiral. This podcast is brought to you by Kaco New Energy: http://kaco-newenergy.com/ 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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