A leading global cleantech podcast, exploring the stories that matter in clean energy since 2017. Every two weeks experts and industry leaders join Sylvia Leyva...
Meeting energy demand requires long-term solutions. What do they look like?
How a major US utility plans for sustainable growth.The US is on track to see over 25% growth in annual clean energy installations this year, despite uncertainty around permitting and grid connections. The new Trump administration threatens much clean energy legislation, so how can the industry plan ahead? Annual clean energy installations are set to average 102 GW over the next 11 years, quadruple the 26 GW averaged over the past decade. The narrative around energy demand must acknowledge long-term trends, not just recent spikes.Utilities recognise the need for increased transmission investment. Sylvia Leyva Martinez is joined by Sandhya Ganapathy, CEO at one such utility - EDP Renewables North America. Together they try and find the certainty in the uncertainty that lies ahead. The IRA is, as Sandhya says, a beautiful canvas. Is it about to torn down? They discuss the growing demand for renewable energy, and the challenges faced by the grid. Are the economics of PPAs aligning to perhaps provide a path forward? Power purchase agreements are becoming more critical as companies lock in prices. Energy security is still top of mind, as is the need for a balanced energy mix to meet demand. Plus, Sylvia and Sandhya debate the significance of domestic manufacturing, the role of off-takers and the need to get communities onside when planning large energy projects.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
--------
40:05
The energy analysts' view on what’s ahead in 2025
The trends, challenges and breakthroughs.Clean energy in 2025 will face challenges from rising electricity demand, inflation-driven costs, and political pressures. How can these challenges be solved? And what else lies ahead this year?To find out, host Sylvia Leyva Martinez, principal analyst at Wood Mackenzie, sits down with fellow analysts Chris Seiple (Vice Chairman of Wood Mackenzie’s Power & Renewables group) and Jonny Sultoon (Head of Markets & Transitions, Energy Transition Practice at Wood Mac). It’s not all doom and gloom - the good news is the continued growth of solar; it’s leading carbon-free power additions despite a global slowdown in renewables. Will this trend continue? Plus, a look at what could change with utility tariffs, and advancements in energy technology.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
--------
51:35
Is US solar growth truly unstoppable?
In conversation with Abigail Hopper Policy changes which will impact US solar – both manufacturing and demand - are on the horizon. To discuss the current state of the solar industry in the wake of the US election, the implications of the Inflation Reduction Act (IRA), potential changes to tax credits, and the impact of tariffs and energy demand on the industry, Sylvia Leyva Martinez is joined by Abigail Hopper, president and CEO of the Solar Energy Industries Association. What policy change will we see with a new administration next year? Things are a bit uncertain, which isn’t ideal for developers or investors, so there’s a need for strategic planning. Abby and Sylvia discuss the evolving priorities in the renewable energy sector, in particular the need to focus industry leaders on business certainty and energy security. How can more certainty be injected into the market? How does community engagement come into it, and what about the interconnection challenge that looms large over the energy transition? All this and more on the last Interchange: Recharged of the year. Subscribe to the Interchange Recharged so you don’t miss an episode. Find us on X – we’re @interchangeshow.The Interchange Recharged is brought to you by Anza Renewables. Are you wasting valuable time tracking down solar module information that quickly goes stale? Anza’s revolutionary platform can help with up-to-date pricing, technical, risk, and domestic content data from 110 solar modules. Compare products in minutes and redirect your time to higher value work. Find out more at go.anzarenewables.com/woodmac.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
--------
34:20
What does a second Trump term mean for US solar?
Could the potential repealing of the IRA halt the progress of solar manufacturing?A second Donald Trump presidency will have a big impact on the energy transition. The Biden administration’s landmark climate bill the Inflation Reduction Act had incentives for domestic solar manufacturing and installations. Tearing up the act could slow down the exponential growth in the sector.Sylvia Leyva Martinez is a principal analyst at Wood Mackenzie. She’s joined by Martin Pochtaruk, CEO at Heliene (a US solar manufacturer) to debate the outlook for solar over the next four years. Policy shifts have occurred in the past but, as Martin says, progress in clean energy has been unstoppable. That’s not to say there’s not implications for the industry with a change in government; tariffs and trade policy could create big challenges. Plus, there are labour challenges in the solar sector – there’s a big need for specialised training. Advancements in solar technology have significantly boosted efficiency and output but there’s a skills gap in installation and engineering. What are the broader implications of reshoring solar manufacturing for the US economy? How can the US solar industry remain competitive globally? Sylvia and Martin discuss it.The Interchange Recharged is brought to you by Anza Renewables. Are you wasting valuable time tracking down solar module information that quickly goes stale? Anza’s revolutionary platform can help with up-to-date pricing, technical, risk, and domestic content data from 110 solar modules. Compare products in minutes and redirect your time to higher value work. Find out more at go.anzarenewables.com/woodmacSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
--------
32:50
Can CCUS help achieve net zero?
The future of carbon captureWith global emissions on the rise, the pressure to decarbonise is driving interest in CCUS (carbon capture, utilisations and storage) … but is CCUS a viable path to net zero, a temporary solution or a high-cost gamble that may simply just perpetuate the use of fossil fuels? Sylvia Leyva Martinez, principal analyst at Wood Mackenzie, sits down to talk with fellow Wood Mackenzie team members, Mhairidh Evans, VP, head of CCUS research and co-head of carbon management and Peter Findlay, director of CCUS economics, about the complex nuances of CCUS. The trio discusses policy support differences between North America and Europe, the impact of government incentives like the U.S. 45Q tax credit, and the need for community buy-in for infrastructure projects. They also explore potential pathways for CCUS growth, address obstacles and opportunities for technology advancement and speculate on whether a consistent global carbon price could be a game-changer. With insights into real-world CCUS projects and the market conditions influencing investment, the conversation highlights the factors that could determine CCUS’s role in the energy transition. ——————————————————— Subscribe to the Interchange Recharged so you don’t miss an episode on Apple Podcasts or Spotify. Find us on X – we’re @interchangeshow. The Interchange Recharged is brought to you by Anza Renewables. Are you wasting valuable time tracking down solar module information that quickly goes stale? Anza’s revolutionary platform can help with up-to-date pricing, technical, risk, and domestic content data from 110 solar modules. Compare products in minutes and redirect your time to higher value work. Find out more at go.anzarenewables.com/woodmacSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
--------
41:01
Más podcasts de Economía y empresaMás podcasts de Economía y empresa
A leading global cleantech podcast, exploring the stories that matter in clean energy since 2017. Every two weeks experts and industry leaders join Sylvia Leyva Martinez, solar and clean energy expert from Wood Mackenzie, for a deep dive into the technology, funding and policy that’s driving the energy transition forward.Who’s innovating in the space? Who’s solving real world problems in clean energy and how are they doing it? Find out here.
Colombia