[Episode #132] – The Future of Solar
How did the solar industry grow up so quickly over the past 15 years, and what does its future look like? In this episode, we talk with the founder of the solar team at Bloomberg New Energy Finance,...
View Article[Episode #133] – Stranded Assets
A decade ago, it was very conventional for asset managers to have exposure to the oil and gas sector as part of a diversified portfolio. Calls for them to divest from carbon assets because climate...
View Article[Episode #134] – Storage Grows Up
Battery storage in the US has grown ten-fold in just five years, and its growth is only accelerating. Just a single utility procurement announced in May of this year was for four times as much utility...
View Article[Episode #135] – Internalizing Climate Risk
Climate change poses a host of risks to the global economy. From ‘natural’ disasters causing property damage, to climate mitigation measures rendering fossil fuel assets unburnable, to potential...
View Article[Episode #136] – The Economic Superorganism
As the energy transition proceeds and the world takes more aggressive steps to curb global warming, analysts from many disciplines are questioning how economic growth can be maintained, or if there are...
View Article[Episode #137] – Energy and Climate in the Biden Administration
What will the Biden-Harris administration mean for America’s energy transition, its relationship with the rest of the world, and for global action on climate? Beyond everybody’s policy wish lists,...
View Article[Episode #138] – Transition in China
China is both the greatest threat to the global climate, and, very possibly, our greatest hope for energy transition. It consumes more coal and produces more CO2 than any other nation on earth. It also...
View Article[Episode #139] – Vehicle-Grid Integration
In this lagniappe episode, we switch roles for the first time, with Chris as the guest and Utility Dive reporter Robert Walton as our guest host. Chris summarizes some of the insights he has gained...
View Article[Episode #140] – Methane Leakage
Methane (natural gas) is a greenhouse gas with a much more powerful warming effect than carbon dioxide, so finding and eliminating gas leaks is an important part of addressing the climate challenge....
View Article[Episode #141] – Making Climate Policy Work
Why have nearly all attempts to price carbon failed, while targeted policies to achieve certain objectives, like phase out coal plants or increase wind and solar generation, succeeded? And how can we...
View Article[Episode #142] – Hydrogen Economy 2.0 Part 1
Everyone seems to be excited about hydrogen lately, pointing out its many potential applications and claiming that a global hydrogen economy is a key strategy in energy transition. But how much of what...
View Article[Episode #143] – Hydrogen Economy 2.0 Part 2
This is part two of our three-hour interview with Dr. Simon Evans of Carbon Brief about their extensive survey of the developing hydrogen economy. In part one of this interview, which we featured in...
View Article[Episode #144] – Investing in Energy Transition
We have a very special guest for you in this episode: Jeremy Grantham, the legendary investor who co-founded GMO, a Boston-based institutional money management firm, more than 40 years ago. With more...
View Article[Episode #145] – A Slow Take on the Texas Blackout
In the middle of February 2021, an Arctic cold front wreaked havoc on Texas, causing a blackout that plunged more than 4 million customers into darkness and cold during single-digit temperatures. The...
View Article[Episode #146] – Why Local Solar Costs Less
Conventional wisdom in the energy transition has long held that public investment should be directed toward utility-scale projects, because they’re cheaper than rooftop solar systems, kilowatt for...
View Article[Episode #147] – Hydrogen Innovations and Applications
Hydrogen projects are under way around the world, and some of them are aiming to achieve real commercial scale. But tracking this rapidly-evolving sector is challenging, because it’s happening...
View Article[Episode #148] – Energy and Emissions after COVID
What trajectory of global energy consumption and carbon emissions can we expect as the world starts to recover from the COVID pandemic in the years ahead? Will we go right back to our activities and...
View Article[Episode #149] – Green Hydrogen and Carbon Prices
We’ve all heard about the potential of “green” hydrogen — hydrogen produced from carbon-free sources — to help decarbonize the ways we use energy by making variable renewable power from wind and solar...
View Article[Episode #150] – Resilient and Reliable Power
As areas like California and Texas struggle amid wildfires, extreme freezes, high winds and other challenges, and take measures to keep the lights on, it’s worth pausing to consider what “resilient”...
View Article[Episode #151] – Best of ETS Vol. 1
We are taking a break from our usual podcast production schedule in July 2021 while Chris prepares to focus on Energy Transition Show full-time. In lieu of a regular interview, we are offering this...
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