
Interchange Recharged
Clean tech, green finance and energy innovation are the three lanes on the road to a successful global energy transition. At the intersection of these lanes is a place where ideas on finance, technology and policy are shared and debated. That intersection is Interchange Recharged. Sylvia Leyva Martinez, principal analyst at Wood Mackenzie, invites visionaries, entrepreneurs, policy-makers and energy analysts to explore the newest developments in renewable technology, explain the ideas on global energy policy that could accelerate the energy transition, and identify new funding and financial models that could solve the biggest challenges we face on the way to net zero. Sylvia and her guests bring you data and forecasts on clean technology, climate science, and offer predictions on the build out of utility-scale projects and the future of green finance. What impacts do the annual UN Conference of the Parties have on decarbonisation goals and climate change? What will COP30 bring? What’s happening in global EV adoption and development? What’s the forecast for solar energy, one of the major success stories of renewable energy in the last ten years? What does the data tell us about the future of hydrogen, of nuclear, or of low-carbon power? These are examples of the insights and detailed analyses you can expect bi-weekly on Tuesdays at 7am ET. If you like The Energy Transition Show, Catalyst with Shayle Kann, The Big Switch from Columbia University, Open Circuit with Jigar Shah or The Green Blueprint, you’ll enjoy Interchange Recharged. Want to get involved with the show? Reach out to podcasts@woodmac.com to: Bring Sylvia and Interchange Recharged to your event Be a guest on the show Sponsor an episode Ask a question to Sylvia or one of our guests Check out another leading clean tech global podcast by Wood Mackenzie, Energy Gang, at woodmac.com/podcasts/the-energy-gang Wood Mackenzie is the leading global data and analytics solutions provider for renewables, energy and natural resources. Learn more about Wood Mackenzie on the official website: https://www.woodmac.com/
Latest episodes

Apr 11, 2018 • 54min
What Will Energy Blockchain Become?
Blockchain is largely untested compared to its potential. We know it’s likely transformative — we just don’t know exactly how.There are hundreds of potential applications in the electricity business. Which ones will win out?To kick off this week's show, Shayle, Scott and Stephen will examine different pathways for the technology. We'll answer:Of all the scenarios for the future of blockchain in energy, which one is most likely?Imagine a future in which blockchain doesn’t take off. What is the likely reason?Are there any pilots or trends underway now that push us in any of these directions?In the second half of the show, we’ll talk with Kristen Brown, a business technology expert at Commonwealth Edison, about how the regulated utility sees blockchain influencing operations.We’ll also talk with Michael Horwitz, a partner with Greentech Capital Advisors, about how he evaluates investment opportunities in the space.If you missed the companion episode, listen here.This podcast is supported by Wunder Capital, the easiest way to invest in large-scale solar energy projects across the U.S. With Wunder, you can help finance renewable energy projects while earning up to 7.5 percent annually. Get started here to diversify your portfolio and support American solar projects.This podcast is brought to you by Shoals, the gold standard for solar and storage balance-of-systems solutions. Learn more about how Shoals can make your project operate at the highest level.Recommended reading:GTM Squared: Does the Energy Industry Need Its Own Blockchain?GTM Squared: The Live Broadcast From Our Blockchain in Energy ForumSubscribe to The Interchange podcast 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.

Apr 3, 2018 • 46min
How Blockchain Peer-to-Peer Energy Trading Might Work
Out of the 122 startups (and counting) that GTM Research is tracking in the energy-blockchain space, 22 are focused on peer-to-peer energy trading.Sharing electrons directly with peers sounds cool, but why do it in the first place? Would it help the grid? Will it be a catalyst for more distributed energy? Or is it just a novel application?In this episode of The Interchange, we're exploring the potential of peer-to-peer trading. We'll start with a segment of Consensus, where we explore a specific blockchain tech or concept.Later in the show, we'll talk with Colleen Metelitsa, a grid edge analyst with GTM Research, about investment trends and emerging applications in the energy-blockchain space.Finally, we'll talk with three blockchain startups -- Electron, Leap and Omega Grid -- about their experiences building partnerships with incumbent energy companies. This podcast is supported by Wunder Capital, the easiest way to invest in large-scale solar energy projects across the U.S. With Wunder, you can help finance renewable energy projects while earning up to 7.5 percent annually. Get started here to diversify your portfolio and support American solar projects.Recommended reading:GTM Research: Blockchain for Energy 2018: Companies & Applications for Distributed Ledger Technologies on the GridGTM: Energy Blockchain Startups Raised $324 Million in the Last Year. Where’s the Money Going?Subscribe to The Interchange podcast 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.

Mar 27, 2018 • 44min
Gina McCarthy
Gina McCarthy isn't happy watching Scott Pruitt dismantle the climate plan that she helped President Obama build. But she doesn't think Pruitt will be successful."They've made a lot of announcements, they haven't made a lot of progress," she said in an interview on The Interchange podcast. McCarthy predicted that EPA Administrator Scott Pruitt will keep getting "slapped back" by legal challenges.And even if Pruitt makes progress, the markets have spoken against him. "The market has already dictated that strategy, and it's a clean energy future," she said. In this week's podcast, we talk with McCarthy about the EPA under the Trump Administration. We'll talk about the viciousness of environmental politics, the coal industry's impact on politics, shifts in the energy markets, and why she's optimistic about the future. "The clean energy train has left the station and it's moving," she said. McCarthy is currently the director of the Center for Health and the Global Environment at Harvard University. This podcast is brought to you by Shoals, the gold standard for solar and storage balance-of-systems solutions. Learn more about how Shoals can make your project operate at the highest level.This podcast is brought to you by Fiveworx, a turnkey customer engagement platform for utilities. Find out more about how Fiveworx can help your customer engagement program succeed -- and get you beyond the meter.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Mar 21, 2018 • 47min
Solar's Tough Year
Last year was a tough one for many U.S. solar companies. For the first time, America's solar market saw a decline in growth and solar employment.What gives? In this podcast, we're going to walk through the sector-specific factors that threw solar off its axis in 2017. Some of the questions we address in this episode:Residential customer acquisition: why is it getting so much harder to find new customers?Solar-plus-storage: where are batteries getting the most traction?Utility-scale solar: what's the latest data on pricing?Sunrun and Tesla: why is Sunrun doing so well, while Tesla keeps shrinking?Non-residential: why is this sector outshining others in terms of growth?Don't forget to come to our 11th annual Solar Summit in San Diego, where we'll be dissecting data in the top solar markets around the world. This podcast is brought to you by Shoals, the gold standard for solar and storage balance-of-systems solutions. Learn more about how Shoals can make your project operate at the highest level.This podcast is brought to you by Fiveworx, a turnkey customer engagement platform for utilities. Find out more about how Fiveworx can help your customer engagement program succeed -- and get you beyond the meter.Recommended reading:GTM: US Residential and Utility-Scale Solar Markets See Installations Fall for the First TimeGTM Research: U.S. Solar Market Insight reportSubscribe to The Interchange podcast 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.

Mar 13, 2018 • 1h 4min
Google and Microsoft Are Shaping Energy Markets
Since 2015, large corporations have signed deals for more than 7 gigawatts of renewable energy. As activity picks up, these companies are grappling with increasingly complex deals. They're no longer just thinking about renewable energy credits or average consumption over the year; they're now looking at matching wind, solar and hydro supply directly with their on-site demand in a more granular way. Consequently, energy storage is becoming more attractive.This week, we're talking with two leading buyers of renewable energy, Google and Microsoft.We'll talk with Neha Palmer, Google's head of energy strategy, about hitting 100 percent renewable energy. Then, we'll talk with Brian Janous, Microsoft's general manager of energy, about how deals around the world are structured.We'll also grapple with a bigger question that corporate buyers are facing: what happens to their procurement when the gigawatts and gigawatts of renewables they’re buying literally reshape how markets function?This podcast is also brought to you by Shoals, the gold standard for solar and storage balance-of-systems solutions. Learn more about how Shoals can make your project operate at the highest level.This podcast is brought to you by Fiveworx, a turnkey customer engagement platform for utilities. Find out more about how Fiveworx can help your customer engagement program succeed -- and get you beyond the meter.Recommended reading:GTM: The Latest Trends in Corporate Renewable Energy ProcurementGoogle: We’re Set to Reach 100% Renewable Energy -- and It’s Just the BeginningMicrosoft: Transitioning to Zero-Carbon EnergySubscribe to The Interchange podcast 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.

Mar 6, 2018 • 1h 11min
A Blueprint for the Transactive Grid
Ryan Hanley is convinced that the distributed electric grid will create vastly more economic, security and societal value than today's centralized system.Over the course of his career as a civil engineer -- working at Pacific Gas & Electric, SolarCity, Tesla and now Advanced Microgrid Solutions -- Hanley has worked to understand and extract that value. "A macro theme that I've been tracking in my career is that exchange of value over the grid [that] I'm convinced will only become more transactive over time. More value will be exchanged in markets as the system relentlessly tries to take out economic fat from the system."In this week's conversation, Shayle Kann talks with Hanley about the tools at hand to re-engineer the distributed, transactive grid system. Topics addressed in this interview include:What distributed energy resources actually look like to utility distribution engineers and planners.The ultimate outcome of net metering battles and the market's natural "equilibrium."How markets can extract maximum value from solar, storage and load control.What it takes to build a 100-megawatt battery in South Australia in 100 days based on a tweet from Elon Musk.The role of blockchain in future electricity marketsPlus, we'll play a bonus round of "who said it" and quiz Hanley on quotes from executives from PG&E, SolarCity, Tesla and Advanced Microgrid Solutions.This podcast is also brought to you by Shoals, the gold standard for solar and storage balance-of-systems solutions. Learn more about how Shoals can make your project operate at the highest level.This podcast is brought to you by Fiveworx, a turnkey customer engagement platform for utilities. Find out more about how Fiveworx can help your customer engagement program succeed -- and get you beyond the meter.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Mar 2, 2018 • 1h 2min
Don't Like the Solar Buying Process? Start Your Own Company
In 2009, Sara Ross and her husband bought a dilapidated farmhouse in Massachusetts, intending to turn it into a net-zero home.Solar was an important part of the plan. And then came the price tag: $81,000 in cash. Their local solar installer had no financing options at that time.Ross cobbled the money together, but she became obsessed with the buying process: "How are other members of our family going to do this? How are our friends supposed to do this? How is this supposed to work? How are we going to scale this awesome thing if it's so very hard?"Finally, she harnessed that obsession (and her six-year-old daughter's college fund) and started a solar loan company, Sungage Financial. This was before anyone was serious about loans. Today, more rooftop solar in the U.S. is financed through loans than leases. In this week's edition of the live podcast series Watt It Takes, Ross sits down with Powerhouse CEO Emily Kirsch to discuss how she built Sungage -- evolving from solar customer to solar entrepreneur. Watt It Takes is a live interview series produced by Powerhouse in partnership with GTM. The conversation was recorded live in Oakland, California.Listen to our other episodes of Watt It Takes:Previous 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 King Midas of SolarA History of Greentech Media With Scott ClavennaThis podcast is also brought to you by Shoals, the gold standard for solar and storage balance-of-systems solutions. Learn more about how Shoals can make your project operate at the highest level.This podcast is brought to you by Fiveworx, a turnkey customer engagement platform for utilities. Find out more about how Fiveworx can help your customer engagement program succeed -- and get you beyond the meter.Like our shows? Make sure to give The Interchange and The Energy Gang a rating and review on Apple podcasts. And make sure to subscribe to both shows on Apple podcasts, Google Play, Stitcher, or anywhere you get your podcasts.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Feb 19, 2018 • 52min
Can Solar Become the World's Dominant Source of Energy?
Nothing can stop solar's growth trajectory -- except maybe solar itself.This week, we have a deep discussion on the future of solar photovoltaics. Solar is exploding around the world, but have we grappled with the technology and market limitations that could stop the next order of magnitude in growth for PV?On this week's episode of The Interchange, Shayle Kann sits down with Varun Sivaram, author of the new book, Taming the Sun: Innovations to Harness Solar Energy and Power the Planet.Shayle and Varun examine every angle of the solar transition. They consider numerous possible futures, good and bad, for the technology. "If we do not take the right actions and urgently in innovation today, I warn that in the medium term we might run into a penetration ceiling for solar. And by the time that happens, it might have been too late to start investing in these long-term innovations that only pay off after you've invested for a little while," explains Varun.Varun Sivaram is the Philip D. Reed Fellow for Science and Technology at the Council on Foreign Relations, and an adjunct professor at Georgetown University.This podcast is brought to you by Fiveworx, a turnkey customer engagement platform for utilities. Find out more about how Fiveworx can help your customer engagement program succeed -- and get you beyond the meter.Subscribe to The Interchange podcast 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.

Feb 9, 2018 • 53min
Cleantech's Top Venture Capitalist, Nancy Pfund
Nancy Pfund is perhaps the most recognizable venture capitalist in the clean energy space.Before she raised multi-hundred-million-dollar funds at her firm DBL Partners and made early investments in the likes of Tesla, SolarCity, Off Grid Electric, PowerLight, NEXTracker and Advanced Microgrid Solutions, Pfund had to start somewhere."In college, I didn't know what a venture capitalist was -- I was an anthropology major," she said at the January recording of Watt It Takes, the live podcast from GTM and Powerhouse in which cleantech founders tell their stories.In this edition of Watt It Takes, Powerhouse CEO Emily Kirsch interviews Pfund about her successful venture capital career.Watt It Takes is a live interview series produced by Powerhouse in partnership with GTM. The conversation was recorded live in Oakland, California.The next live Watt It Takes taping will feature Sara Ross, co-founder and CEO of Sungage Financial, who turned her frustration at the lack of rooftop solar financing into a business opportunity -- with a little help from her daughter's college savings fund. It's happening Wednesday, February 21. Click here for tickets.Recommended reading:This podcast is brought to you by Fiveworx, a turnkey customer engagement platform for utilities. Find out more about how Fiveworx can help your customer engagement program succeed -- and get you beyond the meterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Feb 8, 2018 • 1h 4min
Death to Energy Tribalism
The Breakthrough Institute was founded on the idea that traditional environmentalists were wrong about how to protect the planet.Back in 2004, the co-founders called for ending the "politics of limits" pushed by environmental groups. Rather, they saw economic growth, technological innovation, and human ingenuity as the most important tools for environmental progress -- not necessarily regulatory limits. That angered large swaths of the environmental community.Over the last decade, the Breakthrough Institute has thrust itself into the tribal warfare that grips the energy and climate movement. Energy innovation versus deployment? Renewables versus nuclear? GMOs versus organic food? The organization brings strong views in those areas.In this episode, we’re going to talk with Alex Trembath, the communications director at Breakthrough, about where the think tank stands on renewables, nuclear, climate policy, and energy intensity. We'll also spend some time on tribalism itself -- and how to get beyond it.This podcast is brought to you by Fiveworx, a turnkey customer engagement platform for utilities. Find out more about how Fiveworx can help your customer engagement program succeed -- and get you beyond the meter.Recommended reading:The Death of Environmentalism (2004)An Ecomodernist ManifestoNature Unbound: Deocoupling for ConservationGTM: What the Struggling Nuclear Industry Can Learn From Boeing, SpaceX and Big PharmaSubscribe to The Interchange podcast 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.