Interchange Recharged
Wood Mackenzie
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/
Episodes
Mentioned books
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.
Jan 31, 2018 • 55min
Our Blockchain Explainer Segment: 'Consensus'
Blockchain is coming to the energy industry in a big way.We're at the beginning of a fierce hype cycle, when new startups are emerging weekly to tout their Initial Coin Offerings and tokenization platforms for energy trading. Utility executives are grappling with yet another distributed technology that proponents say will demolish the traditional power delivery business.Still having a hard time understanding why all this matters? Getting lost in the maze of new terminology? We've got you covered.On this week's Interchange podcast, we're starting a new segment called "consensus." We'll bring a blockchain-related topic that we don’t understand -- a term, a business model, or an application -- and present it to GTM’s resident blockchain enthusiast, Scott Clavenna, to see if he can help us out. Hopefully we'll reach consensus.In this week's segment, we're bringing two questions to Scott: How does WePower's tokenized energy trading work? And how to different variations of cryptocurrency mining?If you need a blockchain 101 course, try listening to our earlier Interchange episode on the subject.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: Can We Prevent a Global Energy Crisis From Bitcoin Mining?GTM: WePower Expansion Hints at Adoption of Blockchain for Energy TradingCome to our Blockchain in Energy Forum in New York CitySubscribe 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.
Jan 23, 2018 • 44min
Trump Issues Solar Tariffs: We Answer Your Questions
The Trump Administration just imposed 30 percent tariffs on imported solar cells and modules. How much will it stunt solar growth in America? Will it spark a broader trade war?There are a lot of questions about the impact. In this podcast, we’re giving you the answers – or, as many answers we have, just a day after the decision.This week, we'll bring together our teams from The Interchange and The Energy Gang together to answer listener questions about the tariffs. We'll also talk with GTM Research's Cory Honeyman about how (and where) the 30 percent penalty will impact projects around the U.S.Thanks to podcast sponsor, Fiveworx. Find out more about how Fiveworx can help your customer engagement program succeed.In this episode, we address:What does a 30 percent tariff mean for project economics in the residential and utility-scale sectors?How will the 2.5 gigawatt cell quota work?Will the decision help domestic U.S. manufacturing? Will it hurt domestic installation jobs?What kind of challenges will we see at the World Trade Organization?Is there a pathway toward a negotiation with China?How could local policy blunt the negative impact of these tariffs?Read all our previous coverage and analysis of the Trump Administration's solar tariffs:GTM Research: New Tariffs to Curb US Solar Installations by 11% Through 2022GTM: Trump Administration Issues 30% Solar Panel Import TariffGTM: Foreign Solar Manufacturers Weigh Opening US Facilities as Tariff Decision LoomsLike 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.
Jan 17, 2018 • 56min
What the Grid Really Needs
Grid nerds have spent the last few months whipped into a frenzy over Energy Secretary Rick Perry’s hastily-written plan to prop up aging coal plants in the name of grid resiliency.And then, last week, federal energy regulators rejected it. Secretary Perry’s team couldn’t come up with the basic legal argument needed for FERC to consider the proposal.The door is not fully closed, however. Regulators say they want to revisit the idea of grid resiliency -- and now they’re asking regional grid operators to report back on their actual needs.So, it’s worth stepping back and asking the same question. What does the grid actually need? In an age when renewables -- and already, in some cases, batteries -- are the lowest-cost resources, how should we really be planning?This week, we're joined by two grid experts who’ve been asking this question for years: Sonia Aggarwal and Robbie Orvis of the analysis firm Energy Innovation.Sonia is the vice president of Energy Innovation. She heads up the firm’s work on power sector transformation and energy policy. And she also launched America’s Power Plan, a collection of insights about rapid change underway in the electric sector. Robbie is the policy design projects manager at Energy Innovation, where he works on power sector transformation issues. He’s a contributor to America’s Power Plan.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:A Year-End Update on Electricity Policy from the FieldWind and Solar Are Our Cheapest Energy Generation Sources: Now What Do We Do?Grid Flexibility: Methods for Modernizing the Power Grid (PDF)A Roadmap for Finding Flexibility in Wholesale Markets (PDF)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.
Jan 12, 2018 • 52min
Is Trump Saving Coal?
When President Trump took office, U.S. coal was in a state of decline. Between 2007 and 2016, coal production and consumption each fell by more than a third, and mining jobs fell from 125,000 to 75,000.Trump promised to reverse that trend. Did his deregulatory agenda work?In 2017, U.S. coal production grew by 6 percent. That increase, however, came from a factor unrelated to Trump Administration policy: demand in foreign markets. Meanwhile, domestic coal consumption fell by 2.4 percent last year.This week, we talk with Trevor Houser, a partner with the Rhodium Group, about where things stand in America's coal sector. It still doesn't look good.In this conversation, we unpack some of the big themes we're grappling with as 2018 unfolds: coal demand, electric system reliability, and possible directions for climate policy. Houser will also explain why we've "achieved escape velocity" in renewable energy, and why that matters for our emissions trajectory.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 from the Rhodium GroupThe Year in CoalElectric System Reliability: No Clear Link to Coal and NuclearPreliminary US Emissions Estimates for 2017Subscribe 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.
Jan 2, 2018 • 57min
Watt It Takes: The Origin Story of Greentech Media
We spend most of our time talking about other companies. For our first podcast of the year, we're turning the tables and reflecting on GTM.In this edition of Watt It Takes, Powerhouse CEO Emily Kirsch interviews GTM Co-Founder Scott Clavenna about the origins of our company, the challenges of being a startup in the cleantech world, and our recent acquisition by Wood Mackenzie. Watt It Takes is a live interview series produced by Powerhouse in partnership with GTM. The conversation was recorded live in Oakland, California.As we prepare for the onslaught of news in 2018, this interview will give you more insight into how we operate as a company.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.
Dec 22, 2017 • 60min
Rebuilding Puerto Rico With Solar and Batteries
Three months after Hurricane Maria, there are still large swaths of Puerto Rico that don’t have power. It took two months to get half the island’s residents power again -- and hundreds of thousands of people are still without grid access as the holidays approach.After a slow start, there are mainland crews there working day and night to restore electricity. They've been making progress, but the situation is still dire.In the aftermath of the disaster, we’re finally getting a sense of what a resilient Puerto Rican grid could look like. The Puerto Rican Energy Commission recently asked for ideas about how to rebuild the grid, and some of the biggest heavy hitters in the industry responded.In this week's episode, we're talking with Chris Shelton, the chief technology officer at the global electricity provider AES. He'll describe the company's vision for a network of solar-storage mini-grids the most competitive way to make Puerto Rico more resilient from future storms.This podcast is sponsored by Schneider Electric. Now, you can reap the benefits of a microgrid with no upfront capital through the new microgrid-as-a-service business model from Schneider Electric. Find out how it works.Recommended reading:GTM: Group of Energy Heavyweights Unveils Plan for Puerto Rico’s Future GridThe Hill op-ed: Puerto Rico Needs a Weatherized Mini-Grid Network to Survive the Next MariaAES Corporation: A Vision for Restoring Puerto Rico’s GridSmart Electric Power Alliance: Build Back Better for Puerto RicoSubscribe 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.
Dec 14, 2017 • 1h 19min
Energy Storage Has Arrived
Energy storage has arrived. This year brought numerous record-breaking battery projects, dozens of acquisitions and partnerships, and over a dozen utility integrated resource plans that factor storage. Within a decade, the U.S. storage market could be 25 times bigger than it is today -- swamping natural gas peaker plants, and enabling a vast array of new grid applications.In this week's episode, we open up our vault of data and describe the state of storage in America: which sectors are dominating, how utilities are thinking about the technology, where the economics stand, and what to look for in 2018.Plus, we'll have a conversation with Green Mountain Power CEO Mary Powell about how customer-sited battery storage fits into the utility's broad culture and tech shift.This podcast is sponsored by Schneider Electric. Now, you can reap the benefits of a microgrid with no upfront capital through the new microgrid-as-a-service business model from Schneider Electric. Find out how it works.We're also sponsored by Mission Solar Energy, a solar module manufacturer based in San Antonio, Texas. Find out more about Mission’s American-made, high-power modules.Recommended reading:GTM Research: U.S. Energy Storage Monitor, Q4 2017GTM: The 10 Stories That Defined Energy Storage in 2017GTM Squared: Watch the Live Broadcast From US Energy Storage Summit 2017Make sure to subscribe to The Interchange on Apple podcasts, Google Play, Stitcher, or wherever you get your audio.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
