Wood Mackenzie
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 . While Sylvia Leyva Martinez, principal analyst at Wood Mackenzie, is on maternity leave, Bridget van Dorsten, a principal analyst on Wood Mackenzie's hydrogen team, will be hosting this podcast, Interchange Recharged . When Bridget is not researching global market dynamics to craft near and long-term forecasts for...
Be sure to visit the podcast's website and support the creator: www.woodmac.com
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Episodes
This Republican Campaigned on Renewables and Won [Special Episode from Energy News Network] 17.01.2019 13:58
This week, we present a special episode brought to you by the Energy News Network . We profile State Senator Bob Steinburg, a local North Carolina politician who spent a lot of time in his republican primary campaign talking about the benefits of renewable energy. We also talk with Elizabeth Outzs, a journalist at the Energy News Network, who covered Steinburg’s campaign. “What we’re seeing...
How Flexible, Dispatchable Solar Works 07.01.2019 34:11
Forget everything you think you know about solar. A growing body of research and real-world experience shows that solar can be a flexible, dispatchable resource. And it can potentially rival gas plants in providing grid regulation services — without the use of batteries. We’ve had the technology to allow solar and wind to provide grid services for years. So how do we open up markets to unleash the...
Hyped Stories, Underplayed Trends and Breakthroughs of 2018 20.12.2018 49:38
This week, we’ve got our year-end recap — with an Interchange twist. We’re going to cover the following topics: The story that didn’t warrant the attention it got. The story that should have gotten more attention than it did. The energy tech/sector/personality that had the biggest breakthrough of the year The energy tech/sector/personality that had the biggest setback of the year A not...
Live: Energy Storage Trends of 2018, Oscars Style 13.12.2018 46:28
This week, we've got a live episode recorded at GTM's storage summit. We'll talk about the hottest energy storage stories of 2018, Oscars style. Julian Spector and Stephen Lacey debate nominees and award recipients in the following categories: Best original policy and regulatory development Best application for storage in a hybrid or supporting role Best foreign storage market Best new artist Best...
Europe ’18 Tour: Brexit Chaos, French Gas Riots, & Polish Climate Talks 04.12.2018 43:18
This week, we’re road tripping across Europe. In Poland’s coal country, diplomats are breathing in smog-filled air, preparing to strengthen a global climate deal. In France, angry protestors are rioting in the streets over a gas tax as part of the president’s climate policy. And in the U.K., Britons may leave the European Union without a deal in place, threatening the health of energy m...
Blockchain in 2018: Where Are We in the Hype Cycle? 30.11.2018 50:22
We’re back with another edition of “consensus” this week. GTM Co-Founder Scott Clavenna joins us to explain the arcane and hyped up world of blockchain to our listeners in the energy business. We promised not to discuss blockchain on The Interchange until we saw some newsworthy developments — now we have too much to sift through. So we’re going to survey the most important stories of the last year...
A Game of 'Would You Rather' for Energy Wonks 20.11.2018 32:32
There are tradeoffs to everything in energy. So why not put those tradeoffs to a test? We recently crowdsourced some "would you rather" scenarios from our listeners. On this week's Interchange podcast, we'll choose our favorites and debate the scenarios. Here are the scenarios: Would you rather have $10 billion in renewable deployment funding, startup funding, or R&D...
Plugging 'Plant Factories' Into the Grid 12.11.2018 31:33
When you grow plants with electrons rather than the sun, what happens to the grid? This week, we’re talking about the energy profile of indoor plant factories. Indoor farming is having a moment. Venture capitalists are investing hundreds of millions of dollars into vertical farming startups growing in urban, industrial facilities. Cities are easing restrictions to encourage more plant factories. A...
8 Bets About the Future 05.11.2018 42:30
This week, we’re taking bets on the future of energy. Shayle wrote a piece celebrating his colleague’s expected daughter, nicknamed Bug. Bug will be born at the beginning of 2019. She’ll enter high school in 2033 and turn 30 in 2049. What will her future look like? In this episode, we outline 8 different scenarios that Bug may face in her lifetime — and decide whether or not to take Shayle’s...
The Solar Window Shopper 30.10.2018 32:00
How are residential customers shopping for solar? This week, Stephen shares his solar experience. He’ll explain how and why he made his decision — and what it tells us about the way people look for solar offerings today. Brian Sadler, the VP of project development at Revolusun, describes the residential solar sales cycle. Vikram Aggarwal, the CEO of EnergySage, talks about how installers can bette...
Are Buildings Smart Yet? 15.10.2018 28:39
This week, a conversation with Joe Aamidor, an expert on smart buildings. Over the last two years, large multinational energy firms have dumped billions of dollars into commercial energy management — acquiring companies in smart lighting, demand response, battery storage, energy billing, microgrids, smart controls and software. But there’s no one-size fits all approach to the built environme...
Meet the Women Closing Solar Deals [Special Episode From Wunder Capital] 10.10.2018 17:48
This week, we present an original podcast, brought to you by Wunder Capital . Katie and Becca do a lot of solar deals. They're closing tens of millions in commercial solar projects every month. Karen is an SREC trader and longtime real estate pro. She recently approached Katie and Becca with a complicated merchant solar project. The three of them worked hard to refinance the project -- and when it...
Electric Aviation Is Coming 02.10.2018 42:58
Self-flying electric airplanes are closer than you think. But how close? Andrew Beebe, managing director at Obvious Ventures, has been watching the space intently. His firm recently invested in Lilium, a startup making a vertical takeoff and landing jet. "In the near future, this industry could vastly change how and where we all live, work and play. There are indeed threats and challeng...
Judge Kavanaugh's Past 26.09.2018 26:19
Everyone is paying close attention to Judge Brett Kavanaugh. On Thursday, Trump's Supreme Court nominee will face questions from Congress about alleged sexual assaults. In most cases, Supreme Court confirmation hearings aren't made-for-television affairs. But a new poll out from PBS and NPR shows that 58 percent of Americans will be paying attention to this week’s confirmation hea...
Untangling Solar and Storage Markets 06.09.2018 30:41
This week, we take stock of the market for solar and storage. How much solar and storage are getting built — and at what cost? We’re joined by MJ Shiao, director of Americas research for Wood Mackenzie Power & Renewables, for a look at the factors currently driving PV development and battery deployments. We'll answer: How have tariffs impacted pricing? How did the sudden slowdown in Chin...
Where Did All Those Electric Scooters Come From? 28.08.2018 31:38
This spring, electric bikes and electric scooters started showing up on the streets of a handful of major U.S. cities in droves. Where did they come from? They were put there by a new breed of Silicon Valley companies focused on creating a new "last mile" ride sharing service. The startups have spread so quickly, Uber and Lyft are now trying to get in on the action. This week,...
Best and Worst Cleantech Ad Campaigns of All Time 21.08.2018 41:21
The clean energy industry may not have a lot of money to spend collectively on advertisements. But over the years, we've seen numerous TV ads, infographics, slogans, and all kinds of marketing campaigns from individual companies. So this week, we are going to rank some of our favorite – and least favorite – marketing efforts. We'll also debate the perennial question: do we need a "Got Milk" campai...
The Always-On Energy Vampires in Your Home 14.08.2018 39:18
This week, we’ve got an investigation into the always-on vampires lurking in your home. Actually, one vampire in particular: your DVR box. The engineers over at Sense Labs recently started opening up and testing DVR boxes. They found that power-save mode doesn’t actually do anything — it only saves about a watt of energy. Compared to smart televisions, gaming consoles or smart phones, the po...
How a Solar Bromance Cracked the Code for Commercial PV [Special Content From Wunder Capital] 07.08.2018 12:19
This week, we present an original podcast, brought to you by Wunder Capital. If you’re interested in learning more about is connecting investors and installers at a record pace, read the company’s 2018 mid-year review . Nick and Nick are good friends. They’re fellow solar geeks. They do business together. In fact, they may have cracked the commercial solar code together. Nick Kerwin is...
Watt It Takes: How Schwarzenegger’s Chief of Staff Built a Battery Company 30.07.2018 1:01:41
This week on Watt It Takes: We’ll hear from Susan Kennedy , the CEO of Advanced Microgrid Solutions, about her transition from politics to behind-the-meter energy storage. Kennedy was an important player in California environmental politics. She influenced some of the biggest pieces of legislation that launched the state’s solar industry and cap-and-trade market. She also worked as a senior...
Can the Eco-Right Push Republicans on Climate? 23.07.2018 48:34
Ten years ago, in the summer of 2009, the U.S. House passed a landmark cap-and-trade bill. Then it died in the Senate a year later. The politics of climate have been completely frozen ever since. The rise of the Tea Party, Republican anti-Obama sentiment, and an influx of money against pro-climate candidates derailed the issue. Republicans stopped engaging — and the ones who did believe in fi...
Energy Policy in a Tweet 17.07.2018 32:17
Elon Musk recently laid out his plan for a government on Mars in one tweet : “Direct democracy by the people. Laws must be short, as there is trickery in length. Automatic expiration of rules to prevent death by bureaucracy. Any rule can be removed by 40% of people to overcome inertia. Freedom.” That got us thinking. Could we craft an ideal U.S. energy policy in less than 280 characters? On...
Ode to the Pivot! 11.07.2018 36:39
Ah, the pivot. Did you know that Nokia started out as a paper mill in Finland? Or that Nintendo once made instant rice? Many of the world's leading companies start out in radically different markets. Cleantech is the same. Sales cycles are often slow, technologies don't work as planned, and customer needs are constantly evolving. In the tumultuous world of energy, companies pivot all the time...
'Energy Independence' in Trump's America 03.07.2018 39:16
The politics of energy independence are both deeply bipartisan and deeply partisan. Every president since Richard Nixon has declared a goal of eliminating America’s dependence on foreign sources of energy. But each President approaches independence from a very different political lens. Jimmy Carter was the first to make renewable energy a centerpiece. Ronald Reagan dismantled that strategy and ins...
Are Robots Coming to Take Over the Grid? 25.06.2018 46:07
On this week's Interchange podcast, we saddle up to some adult beverages in a back room at GTM's grid edge conference to discuss the biggest topics in the industry. First, to artificial intelligence and machine learning: What do we exactly mean by "distributed intelligence?" We'll examine some clear use cases. Then to utility innovation: How do power incumbents grapple with the technologies that c...
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