Bankable

📺 Bankable · Real Bet? | ~18 min Everyone says hydrogen is the fuel of the future. Almost nobody asks the only question that matters: *which* hydrogen? It's one molecule — the "color" is just how you made it, and the recipes range from basically free and filthy to genuinely clean and stupidly expensive. I spent over a decade taking first-of-a-kind energy tech from a lab result to so...

📺 Bankable · Real Bet? | ~17 min Japan switched on a power plant that runs on the difference between river water and seawater — no fuel, no emissions, 24/7. The post that found me claimed it could power 372 million people. I spent over a decade taking first-of-a-kind energy tech from a lab result to something a bank will actually finance, so I grabbed every peer-reviewed cost study I could find a...

📺 Decarbonize Deep Dive 012 | ~22 min DEEP DIVE: Big Tech Builds Its Own Power Company — The Co-Location Playbook On June 5, 2026, Google and Intersect Power broke ground on the Meitner Energy Center in the Texas Panhandle: a data center co-located with more than 1 GW of new wind, solar, and battery storage, engineered so the servers and the generation switch on together — without leaning on the...

📺 Decarbonize Deep Dive 011 | ~22 min DEEP DIVE: The One Big Beautiful Bill's Accidental Clean Energy Boom — and the Cliff Below It The One Big Beautiful Bill Act was designed to end the IRA era. Instead, it created the largest clean energy construction sprint in American history. Between 216 and 240 GWdc of solar capacity is being legally locked into IRA tax credit eligibility before the Jul...

📺 Decarbonize Deep Dive 010 | ~22 min DEEP DIVE: The 2026 Green Steel Inflection — CBAM, Boden, and the Economics That Finally Work On January 1, 2026, the EU's Carbon Border Adjustment Mechanism entered full enforcement. On the same continent, Stegra's Boden plant in northern Sweden is entering commissioning — the world's first full-commercial-scale DRI facility running on green hydr...

📺 Decarbonize Deep Dive 009 | ~22 min DEEP DIVE: The Largest Oil Shock in History — and the First With a Real Off-Ramp The Strait of Hormuz has been closed since 28 February 2026. Eleven weeks in, the IEA calls it the largest oil supply disruption in the history of the global oil market — more than 10 million barrels a day removed, roughly twice the size of the 1973 and 1979 shocks. Brent peaked...

📺 Decarbonize Deep Dive 008 | ~22 min DEEP DIVE: The Gas Verdict — PJM Just Decided How AI Will Be Powered On April 29, 2026, PJM Interconnection — the largest grid operator in North America — announced the results of the first cycle of its reformed interconnection queue. After four years of effective closure, 811 generation projects representing 220 gigawatts entered the queue. The composition i...

📺 Decarbonize Deep Dive 007 | ~22 min DEEP DIVE: The Quiet Reset That's Defining the Real Hydrogen Economy Between mid-2024 and April 2026, the green hydrogen industry experienced its first real correction. Companies cancelled close to 60 major projects in 2025 alone — more than 4.9 million tonnes per year of would-have-been capacity. BP exited Australia, Oman, and the UK. Air Products halted...

📺 Decarbonize Deep Dive 006 | ~22 min DEEP DIVE: The Unexpected Winner in the 24/7 Clean Power Race Enhanced geothermal has crossed from science project to commercial reality in 2024–2026 — and the buyers driving the transition are not utilities chasing climate mandates. They're hyperscale AI data centers who need firm, carbon-free, always-on power and cannot wait for new nuclear. Key topics...

📺 Decarbonize Deep Dive DD005 The IMO Net-Zero Framework Is the First Global Carbon Price on an Entire Industry — and LNG May Fail It The IMO's Net-Zero Framework is the first globally binding carbon price on an entire industry. Its Well-to-Wake accounting methodology reveals a problem the shipping industry didn't fully price in: LNG — ordered by the thousands as shipping's "brid...

📺 Decarbonize Weekly Episode 4 In this episode: 1. Europe puts a real price on CBAM carbon costs 2. China launches a large integrated green fuels project 3. Shanghai Electric proves biomethanol bunkering at scale --- 🔗 Website: decarbonizedweekly.com 📧 Contact: hello@decarbonizedweekly.com 🎧 Also on Spotify: search 'Decarbonize Weekly' #Decarbonization #CleanEnergy #EnergyTransition #N...

📺 Decarbonize Deep Dive 004 | ~18-22 min (evergreen) DEEP DIVE: AI Is Stress-Testing the Entire Architecture of Power-Sector Decarbonization For a decade, the corporate clean-power story sounded straightforward — sign PPAs for wind and solar, buy renewable energy certificates, and claim operations on clean electricity. AI data centers are exposing how thin that framework actually was. Hyperscale...

📺 Decarbonize Deep Dive 003 | ~22 min DEEP DIVE: The Dirty Reality of Waste-to-Energy Waste-to-X technologies promise to turn garbage into clean fuels and energy. The carbon scores look incredible, the economics seem attractive — so why isn't it working? In this deep dive, we confront the messy reality behind the circular economy dream. Key topics covered: • The illusion of abundance — only 3...

Decarbonize Weekly Episode 3 | Apr 5, 2026 Hey everyone! Quick update — we're taking a short break this week. No regular episode, but we'll be back on April 12th with full coverage. In the meantime, check out our Deep Dive specials for focused episodes on hydrogen economics, carbon capture, and biofuel policy. Thanks for listening and see you soon! --- 🔗 Website: decarbonizeweekly.com 📧...

📺 Decarbonize Deep Dive 002 | ~22 min DEEP DIVE: Europe's Carbon Border Tax Redraws Global Trade The EU's Carbon Border Adjustment Mechanism (CBAM) is now live. In this deep dive, we unpack how the world's most ambitious climate trade policy is reshaping global supply chains, industrial strategy, and international relations. Key topics covered: • How CBAM actually works — certificates...

📺 Decarbonize Weekly Episode 2 | Mar 29, 2026 | ~10 min A quick-hit roundup of the biggest decarbonization stories this week — the key developments you need to know in under 11 minutes. In this episode: 1. Record US Biofuel Mandates — EPA finalizes historic 2026-2027 RFS with record-high blending requirements 2. UK Humber Green Hydrogen Hub — Uniper's 120MW Killingholme facility gets planning...

📺 Decarbonize Deep Dive 001 | ~20 min DEEP DIVE: The Global Scramble for Jet Fuel Feedstock A focused deep dive into the fierce global competition to secure feedstocks for sustainable aviation fuel (SAF). Used cooking oil prices are soaring, HEFA technology is hitting its ceiling, and new pathways like LanzaJet's alcohol-to-jet breakthrough are reshaping the landscape. Key topics covered: • W...

Welcome to the very first episode of Decarbonize Weekly! Mike and Sarah break down the week's biggest decarbonization stories. This week: • China's 15th Five-Year Plan — hydrogen to ammonia, methanol & SAF • US biodiesel groups urge RFS finalization amid Iran crisis • European airlines challenge EU synthetic SAF mandate • EU CBAM enters final phase — March 31 deadline • Iran war drives...