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Looking to understand the fast-changing world of energy? This isn't your ordinary energy business show. Every week, we debate and discuss the latest trends in energy, cleantech, renewables, and the environment. Join us as we explore the forces transforming energy markets in America and around the world.
 
The energy system is changing fast. Come explore the future with journalist Stephen Lacey and venture capitalist Shayle Kann. Each week, they'll take you on a tour of the global energy transformation, providing provide insight into technology trends, markets, and companies -- making for wonky and entertaining listening.
 
Peter Strachan is a capital markets veteran, resources analyst and lover of the oil, gas and energy game. Prior to moving into the finance sphere in 1983, Peter completed a Bachelor of Science in Metallurgy and Geology at University of Melbourne and after travelling the hippy trail, worked in Zambia and PNG as a metallurgist and as a business analyst in Melbourne with CRA, now Rio Tinto. Since 2003, Peter has been the brains behind the popular weekly “StockAnalysis” investment letter. Puttin ...
 
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show series
 
I first spoke to Christian about joining on the podcast over two years ago, we planned to do so at the Hyperion office in Munich, time and pandemics conspired against us. But with so much happening in the space, and so much need for long duration energy storage, I didn’t want to wait any longer, seeing the progress they are making as a company, so …
 
Last summer a record-setting heat wave in California caused rolling blackouts throughout the state. This week, a record-setting freeze knocked out power for millions of people in Texas and the Midwest. It’s too early for a post-mortem on what happened, but we know that the cold affected all fuel sources, most of all natural gas. Wellheads and gas l…
 
This week: climate change is certainly the most urgent issue we face. But should it be formally declared an emergency? There’s a real conversation over the label in the US -- and it could have a very real impact on what the president can do. This has been a growing priority for environmental groups. Grist reported that in December, more than 380 of…
 
Climate change has gone macro -- as in macroeconomics. It’s not just an environmental, health and justice issue. It has become an economic imperative for financial analysts, finance ministers and the biggest asset managers in the world. For the second year in a row, Blackrock CEO Larry Fink singled out climate change as the biggest priority for the…
 
Those who listen to the podcast will know I’m a big fan of the electrification of everything, but I’m also a (clean) technology agnostic, and in the drive to reduce fossil fuel consumption, sectors like hydrogen and biofuels may have a significant part to play. This week I talk with the very passionate and driven CEO of a biofuel company that recen…
 
Net-zero pledges are becoming common for utilities. But a huge number of them are failing to decarbonize on any timeframe that truly matters. They’re not phasing out coal, they’re building lots of new gas plants, and they’re not building enough clean energy. We’ll talk about a damning new analysis of utility climate goals from the Sierra Club that …
 
Solar scaled first to become king in residential smart energy. But as other residential DER tech has advanced -- EVs, batteries, smart panels, and so forth -- has solar been dethroned as the anchor product in this space? We’ll walk with Arch Rao, the CEO of Span, about the biggest technological changes underway in home energy. How should we sell an…
 
What if we could see into the future? In 2020, we got our clearest view yet. Last March, lockdowns swept across Europe, forcing an eerie silence on some of the world’s most iconic and bustling cities. It caused a steep drop in electricity consumption -- putting pressure on thermal generators and giving renewables a greater share of the generation m…
 
It was hard to keep up with the destruction of the Trump era. And it’s already getting hard to keep up with the rebuilding. This week brought a series of actions on climate change from the White House that are building a framework for the climate economy. Sam Ricketts, a prominent climate policy advisor, told the Los Angeles Times: “This is the mos…
 
The mobility transition, and the electrification of transport! If that doesn’t get you excited perhaps you’ve found the wrong podcast!! Desmond Wheatley, a Scotsman in San Diego has a passion for this transition, and a great story to tell of the evolution of a cleantech business, he has lead for nearly ten years. Who saw the emobility transition te…
 
What technology will become the dominant means of decarbonizing each part of the economy? The pattern we see now — and that we expect to continue over the coming couple decades — is a series of battles between consistent contenders: electricity, hydrogen and carbon capture. Electricity is hitting its stride. The power sector is getting cleaner, and…
 
This week, we finally left behind a destructive regime that thwarted environmental policy at every turn. We exchanged it for a government putting climate experts and clean-energy doers in its highest ranks in a way that no prior administration has done before. What comes next? First up this week: If Biden wants his $2 trillion climate spending plan…
 
BlocPower CEO Donnel Baird is on a mission to clean up old, inefficient buildings in America’s cities -- and help people who are exposed to the worst pollution. BlocPower was founded in 2012. It’s raised venture capital from Kapor Capital and Andreesen Horowitz. But that process was not easy for a company with a mostly non-white leadership team. As…
 
We are going to build a lot more wind and solar over the coming decades. It will inevitably lead to oversupply of these resources on the grid. But is that a good thing? That’s the focus of this week’s show, featuring a conversation between Shayle Kann and Columbia University's Melissa Lott. The stars have aligned for a rare win-win-win situation: S…
 
I make no apology for starting the year back talking about batteries. EnerVenue caught my eye recently after a $12m seed round, but whilst they are a very young company, their technology has been used for many years, mainly in space! They now have a way to make their technology cost competitive and not so astronomical in cost (see what I did there?…
 
In the final moments of 2020, the most important U.S. energy legislation in a decade flew in under the radar, attached to the coronavirus relief and government funding bill. It’s an astonishing collection of measures. It sets aside $35 Billion in new funding for clean energy R&D, phases out some of the most egregious greenhouse gases, and extends t…
 
Net-zero commitments went mainstream in 2020. There are now 22 regions, 452 cities, and over 1,100 companies with revenues over $11 trillion that have pledged to bring emissions to net zero by middle of the century. In 2021 we’re going to spend a lot of time working backward from that. We’ll be trying to understand the pathways to get to net zero a…
 
Goodbye 2020. We’re not sad to see you go. Even though this year brought a lot of outright bad stuff, it also brought a lot of positive, nuanced storylines in energy. We’re going to tackle as many of them as possible, using suggestions from our listeners as a guide. And no, they won’t be pandemic-related. Not explicitly anyway. You can listen to ou…
 
It’s been a great year for "climate" oriented public companies. Virtually every clean energy or climate company has dramatically outperformed market indices and most now have record-high equity value. So what's going on here? And what might it mean for the next generation of climate technology companies? In this final episode of the year, Host Shay…
 
What’s it all about?My passion for helping cleantech start ups ot grow and scale has been a driving force behind founding and growing Hyperion Executive Search. On top of this in the last couple of years I have been working with an exploring both the cleantech VCs and global Incubators and Accelerators. You may have heard my recent podcast episode …
 
We’re featuring an episode of Google’s new podcast about data centers, called Where the Internet Lives. What would it take to run data centers on clean electricity, everywhere, every hour of the day? In this episode, we look at the evolution of data center energy use in a world confronting the threat of climate change – and explore promising ideas …
 
As we close out 2020, we are diving into the top stories that defined this frenzied and heavy year. This week, we’ll start the show with a look back at how Covid re-shaped the energy transition. We’re going to revisit some predictions that did -- and didn’t -- come true. Next episode, we’ll look at a wider range of (non-pandemic) 2020 stories. Then…
 
In this episode: we try to figure out where hydrogen is headed. In the universe of clean energy, the world seems to rally around one big technology push each decade. This is when governments introduce subsidies, incumbents announce big projects, and a nascent technology gets a chance to scale from tiny to small, in the hopes of achieving liftoff. I…
 
Climate risk is now the topic du jour in Washington. The Biden transition team identified it as a powerful policy lever in the business world that could help the president-elect’s climate agenda without Congress. But how? Could it happen at the Securities and Exchange Commission where companies disclose legal and other threats? What about a role fo…
 
Cathy Zoi has seen it all. She’s studied and worked in oil, gas and clean energy since the Reagan Era. Now as CEO of charging company EVgo, she knows the future of energy is coming fast. “Rideshare drivers are now starting to drive EVs, those folks need to charge once a day away from home, and they need to do it fast. When COVID hit, delivery drive…
 
This week, Shayle Kann talks with Kiran Bhatraju, the CEO of Arcadia, about who's buying clean energy. Every pathway toward economy-wide decarbonization drives straight through a dramatic transformation in the electricity sector. But so much of the discussion in that sector focuses on the supply side: how fast will wind and solar displace fossil fu…
 
In the 1960s, scientists who worked for General Motors and Ford discovered that the exhaust from their cars was very likely changing the climate. They made presentations at conferences. They briefed senior executives. And then, they were publicly contradicted and their work was suppressed. We’ll talk to Maxine Joselow, the journalist who reported t…
 
What’s it all about?Wireless Charging!! A concept that blows the mind of some, and yet it’s here and in operation. I met Andy Daga at a conference we were both speaking at, and I’ve wanted to get him onto the podcast ever since. From working on the Space Station, to working on irradicating fuel stations, Andy has a fascinating background, and compa…
 
Has 2020 – which seemed irredeemable – just done a 180? We’ll be back in the Paris agreement, Biden’s got a zero-emissions plan, East Asia’s making big moves, and there might even be a vaccine for Covid-19. President-Elect Joe Biden has already named his environment transition team. And he discussed climate change with four European heads of state …
 
For all the hype around autonomous vehicles, we're still in the very early stages of a rollout. While most of the attention is being paid to the Waymos and Zooxs of the world, trying to build fully autonomous passenger vehicles on public roads, there's an entirely separate category being created: off-road. These are similarly autonomous vehicles th…
 
This is a sponsored episode produced by GTM Creative Strategies in collaboration with Wärtsilä. In August, California’s grid operators shut off power for millions of residents during an historic heat wave. The blackouts caused confusion and outrage in the state. People were looking for someone to blame: an agency, a utility, or a technology like re…
 
This sponsored episode was produced in collaboration with GTM Creative Strategies and the Opower team at Oracle Utilities. The last two years have brought a surge of plans for zero-carbon energy from some of the biggest power providers in the world. Dozens of U.S. utilities have committed to decarbonizing by 80% or more by 2050. "Two thirds of U.S.…
 
This week: the future of the planet depends on the mail. The mail-in votes are still being counted, but it’s increasingly likely that Joe Biden will become America’s next president. As of this recording on Thursday morning, Biden’s path to the presidency looks much better than Trump’s. It could be Thursday night or Friday when we get calls for Geor…
 
Need a distraction from the election? Shayle Kann and Adam James have you covered, with an energy-themed version of the game show "Would I Lie to You?" Rules: Each person selects three energy related facts or stories. Any number of the three can be lies, and at least one has to be a lie. They have to be clear lies, not slight adjustments of the tru…
 
What’s it all about?Flexibility! The key to the clean energy transition is flexibility and all the other tools and services energy storage provides, the ‘Swiss Army Knife’ of cleantech. I discuss the latest trends and activities, financial and technological with Florian Mayr. Florian is a regular speaker at cleantech conferences and shares some ver…
 
We’re just a few days out from the election -- and how could we talk about anything else? Climate is finally beginning to play the kind of role that we have waited so long for. In this pre-election episode, we’ll recap where things stand: and how energy and climate are playing into late-stage messaging of Biden and Trump. Plus, what are some of the…
 
Net-zero carbon pledges are heating up. Japan just committed to reaching net zero, just four weeks after China did the same. In total, seven of the 10 largest economies in the world (not including America, India and Brazil) have made such commitments. And that's on top of all the subnational players, the corporates, and others. It has become increa…
 
This week on Watt It Takes: Powerhouse CEO Emily Kirsch sits down with Solstice CEO Steph Speirs. Solistice is a community solar company trying to make PV accessible to everyone. Steph Speirs grew up one of three kids, first generation, in Hawaii. Her mom had immigrated from Korea. She knows what eviction feels like, and what it’s like to skirt hom…
 
When we talk about climate change on this show, and what causes it, we are usually talking about gases that come from vehicles or from the electricity sector. But what about the built environment? This week: we’re talking about the embedded emissions in our buildings. There’s the natural gas that gets burned in them, and there’s all the electricity…
 
What’s it all about?Hydrogen vs Batteries!! Not at all. We’re (Clean) technology agnostic here. The challenges of climate change and biodiversity loss are enormous, and we need all the tools in the armoury to stand a chance. That said, it’s important we use the right tool for the right job, and that’s something I discuss with Phil Caldwell, CEO of …
 
In a year when clean energy and clean vehicle jobs were supposed to increase by some 175,000, we are down by half a million jobs. We will tell you why, and explain the numbers. What will reverse the decline? Then: Did New Jersey just pass the most sweeping environmental justice law in the country? The new law will mean big changes for industrial si…
 
Manish Hebbar architects billions of dollars worth of equity and debt deals in clean energy. He’s able to stay methodical and calm in the middle of deals that are very stressful, involving multiple buyers and counter-parties. “M&A transactions are those types of deals, where it's a fast-paced environment, every minute and every hour matters. It's r…
 
This week: consolidation and cooperation in the distributed energy market. Just as federal regulators in the U.S. are making batteries, solar systems, electric cars, generators and other similar resources more valuable in wholesale markets, we’re seeing a new wave of business activity. Wood Mackenzie predicts that U.S. distributed energy resource c…
 
What does it mean when the world’s largest generator of wind and solar outpaces the most iconic oil company in market value? We’re talking about NextEra Energy and ExxonMobil. What does the flip tell us about the energy transition? Plus, reporters at Bloomberg got their hands on documents that show ExxonMobil plans to pretty significantly ramp up e…
 
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