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    Business

    Climate Positive

    Candid conversations with the leaders shaping a more sustainable future. Hosted by Gil Jenkins, Guy Van Syckle, Hilary Langer, and Kenny Gayles. Produced by HASI, a U.S.-based sustainable infrastructure investor.

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    Copyright: © HASI

    • Apple Podcasts
    • Google Play
    • Spotify

    Latest Episodes:
    Innovation at the grid edge | Barbara Humpton, CEO of Siemens USA Jun 27, 2024
    Show notes

    Barbara Humpton, President and CEO of Siemens USA, sits down with Gil Jenkins and Susan Nickey to discuss Siemens' pivotal role in advancing sustainability across industry, infrastructure, and transportation sectors. The conversation dives into Siemens' approach to decarbonization as an engine for growth and spotlights how innovation at the grid edge will be key to delivering a more sustainable future, guiding energy flows and balancing supply with the demands of buildings, industry, and private consumers. Additionally, Barbara discusses the encouraging trend of U.S. manufacturing expansion, advancements in EV charging infrastructure, and more. Finally, Babara shares insights into her leadership philosophy, discusses her passion for integrating work and personal life priorities, and explains why she started a podcast for Siemens, The Optimistic Outlook, back in 2021.

    Links:

    • Bio
    • Barbara Humpton on X
    • Barbara Humpton on LinkedIn
    • Podcast: The Optimistic Outlook with Barbara Humpton
    • The Optimistic Outlook LinkedIn Newsletter
    • Siemens on LinkedIn
    • Siemens USA on X
    • Press Release: Siemens launches Gridscale X™, paving the way for autonomous grid management (February 27, 2024)
    • Video: Barbara Humpton's Address for George Mason University's 2024 Spring Commencement

    Episode recorded June 12, 2024

    Email your feedback to Gil, Guy, Hilary, and Kenny at climatepositive@hasi.com.


    Enabling global emissions matching with data-enhanced RECs | Casey Martinez, CEO of Clean Incentive Jun 11, 2024
    Show notes

    Just as not every battery is created equal, neither is every renewable energy credit (REC). Even though RECs today are commodified financial products companies purchase to reduce their carbon footprint, the actual avoided emissions impact of an individual REC can vary dramatically based on the time and place it is generated. As our carbon accounting frameworks seek to become more precise and impact-driven and as transmission constraints proliferate, it is increasingly important that the markets for RECs and other net zero procurement products become more sophisticated.

    In this episode, Chad Reed sits down with Casey Martinez – the Founder and CEO of Clean Incentive, an emerging new platform focused on changing the way companies think about and execute on their net zero procurement targets. In addition to the getting into the weeds on Clean Incentive’s new Power Emissions Certificates (PECs), they discuss the imperative of data granularity, the challenging role of additionality and how to channel investment capital to the most impactful projects.

    Links:

    https://www.cleanincentive.com/

    https://www.pec-alliance.org/

    Thank Again by Adam Grant

    Episode recorded May 31, 2024

    Email your feedback to Gil, Guy, Hilary, and Kenny at climatepositive@hasi.com.


    The carbon to sea initiative | Dr. Antonius Gagern May 24, 2024
    Show notes

    In this episode, Hilary Langer met with Dr. Antonius Gagern, the Executive Director of the Carbon to Sea Initiative, for a lively conservation about a hot topic: the promises and sensitivities of tinkering with the ocean’s chemistry to enable it to store more carbon dioxide. Initial research on ocean alkalinity enhancement supports its potential as a significant means of capturing carbon. Carbon to Sea is a $50M non-profit effort that brings together leading funders and researchers to explore ocean alkalinity enhancement. The area is gaining increasing attention and traction, as evidenced by the White House’s launch of a “Fast-Track Action Committee” on Marine Carbon Dioxide Removal. Within the past year, the U.S. federal government has put out about $100 million in grants to accelerate research in the area, including $23.4M from the National Oceanic and Atmospheric Administration. Researchers and funders are balancing the urgency of action with the need to ensure that any intervention is a clear win for the oceans they seek to protect.

    Links:

    • Home - Carbon to Sea Initiative
    • Meta's former CTO has a new $50 million project: ocean-based carbon removal | MIT Technology Review
    • Climate crisis sparks effort to coax oceans to suck up carbon dioxide | Science | AAAS
    • Supercharging Nature to Suck Carbon From the Air - WSJ

    Episode recorded May 15, 2024

    Email your feedback to Gil, Guy, Hilary, and Kenny at climatepositive@hasi.com.


    ‘Life As We Know It (Can Be)’ | Bill Weir, CNN's Chief Climate Correspondent Apr 30, 2024
    Show notes

    In this episode, Gil Jenkins sits down with Bill Weir, Chief Climate Correspondent at CNN, for a rich, engaging, and meaningful conversation about his new book, “Life As We Know It (Can Be): Stories of People, Climate, and Hope in a Changing World.”

    While reporting from every state and every continent, Bill Weir has spent decades telling the stories of unique people, places, cultures, and creatures on the brink of change. As the first Chief Climate Correspondent in network news, he's immersed in the latest science and breakthroughs on the topic, while often on the frontlines of disasters, natural and manmade. In 2020, Bill began distilling these experiences into a series of Earth Day letters for his then-newborn son to read in 2050, to help him better understand the world he will have grown up in and be better prepared to embrace the future. Bill's work and his letters were the inspiration for “Life As We Know It (Can Be),” which confronts the worry and wonder of climate change with messages and examples of hope for all of us on how a better future can still be written.

    Highlighting groundbreaking innovation in fields of clean energy, food and water sources, housing and building materials, and more, and touching on how happiness, resilience, and health and wellness factor into the topic of climate change, Bill's stories take readers on a global journey, from one community in Florida that took on a hurricane and never lost power, to the Antarctic Peninsula where one species of penguin is showing us the key to survival, to the nuclear fusion labs where scientists are trying to build a star in a box.

    Through a tapestry of stories—tales of resilience, community, and the indomitable human spirit— ‘Life As We Know It (Can Be)’ celebrates our planet’s marvels, contemplates our collective desires, and calls us all to unite with nature and each other. It’s about preparing and planning for the future, together.

    Links:

    • Book: “LIFE AS WE KNOW IT (CAN BE): Stories of People, Climate, and Hope in a Changing World”
    • Bill Weir’s fourth letter on Earth Day to his young son (CNN, April 22, 2024)
    • Bill Weir Bio
    • Bill Weir on X
    • Bill Weir on LinkedIn

    Episode recorded April 19, 2024

    Email your feedback to Gil, Guy, Hilary, and Kenny at climatepositive@hasi.com.


    Wood that’s stronger, lighter, and cheaper than steel | Josh Cable, CEO of InventWood Apr 18, 2024
    Show notes

    Steel is the world’s most used metal, and enables the construction of everything from buildings to wind turbines. Unfortunately, steel manufacturing is incredibly carbon intensive, contributing to approximately 8% of global green house gas emissions. As CEO of InventWood, Josh Cable envisions a future where the demand for steel can be satisfied with a renewable resouce: fast growing woods like Poplar. By densifying wood, Josh Cable’s team produces a fire-resistant product that is stronger, lighter and cheaper than steel. The final product, MettleWood is actually carbon negative.

    In this episode, Hilary Langer and Josh Cable discuss InventWood’s foundational technology, its early partnership with the University of Maryland, and its new 89,000 square foot manufacturing facility in Frederick, Maryland.

    Links:

    Josh Cable on LinkedIn

    DOE Award to InventWood

    Liangbing Hu makes wood stronger than steel (acs.org)

    Fast Company profile of InventWood innovations

    Episode recorded April 10, 2024

    Email your feedback to Gil, Guy, Hilary, and Kenny at climatepositive@hasi.com.


    Navigating new climate disclosure rules | Steven Rothstein, Ceres Apr 04, 2024
    Show notes

    Disclosure. Disclosure. Disclosure. In early March, the SEC issued final climate-related disclosure rules for U.S. public companies. Designed to enhance standardization and in response to increasing investor demand, the new rules mandate companies disclose material climate risks they face and greenhouse gas emissions they generate as well as other material climate-related information. While not as comprehensive as existing mandatory climate disclosure regimes in the European Union or California, the rules represent a groundbreaking step forward in climate disclosure across the United States.

    In this episode, Chad Reed discusses the new rules, their implications and their detractors with Steven Rothstein, managing director at the Ceres Accelerator for Sustainable Capital Markets. Steven and his colleagues at Ceres over two decades have been instrumental in building a large and powerful investor coalition in support of greater climate disclosure and provide crucial insights on this complex and significant public policy issue.

    Links:

    SEC Adopts Rules to Enhance and Standardize Climate-Related Disclosures for Investors

    Letter from Jeffrey W. Eckel (then CEO and now Executive Chair of HASI) to U.S. SEC (June 15, 2021)

    Ceres: Get ready for standardized climate disclosure

    Episode recorded March 29, 2024

    Email your feedback to Gil, Guy, Hilary, and Kenny at climatepositive@hasi.com.


    Climate Capitalism | Akshat Rathi, Senior Climate Reporter at Bloomberg News Mar 20, 2024
    Show notes

    In this episode, Gil Jenkins sits down with Akshat Rathi, a senior climate reporter at Bloomberg News and the host of Bloomberg Green's Zero podcast, to discuss his new book, "Climate Capitalism: Winning the Global Race to Zero Emissions and Solving the Crisis of our Age," which was released on March 12 in the U.S.

    "Climate Capitalism" takes readers across five continents, tracking the unlikely heroes driving the fight against climate change. The stories within the book reveal how people, policy, and technology are converging to create a green economy that is not only possible but profitable.

    Akshat and Gil explore key chapters from the book, touching on stories like that of Wan Gang, a Chinese bureaucrat who played a pivotal role in the rapid expansion of electric vehicles in China. They also discuss India's significant progress toward solar power since 2015, the transformative influence of the International Energy Agency, and the UK's legally binding decarbonization commitments, among other topics.

    Links:

    • About the Book
    • Akshat on X
    • Akshat on LinkedIn
    • Zero Podcast

    Episode recorded March 8, 2024

    Email your feedback to Gil, Guy, Hilary, and Kenny at climatepositive@hasi.com.


    2024 Sustainable Energy in America Factbook | Lisa Jacobson and Tom Rowlands-Rees Mar 07, 2024
    Show notes

    The Sustainable Energy in America Factbook serves as a key reference for the state of renewables in the United States. To mark the release of the 12th edition, Gil Jenkins and Hilary Langer talked to the people behind the annual report: Lisa Jacobson, President of the Business Council for Sustainable Energy and Tom Rowlands-Rees, Head of Research for North America at BloombergNEF. Despite significant headwinds in 2023, including high interest rates and supply chain challenges, the factbook is full of record-shattering figures that reveal momentum toward a more sustainable energy future. Lisa and Tom discuss the importance of stable federal policies, the optimism they find in reduced emissions, and how America will need to accelerate sustainable energy development to meet carbon reduction targets.

    Links:

    • The 2024 Sustainable Energy in America Factbook | BloombergNEF (bnef.com)
    • The Business Council for Sustainable Energy (bcse.org)
    • Lisa Jacobson | LinkedIn
    • Tom Rowlands-Rees | LinkedIn
    • BloombergNEF (bnef.com)

    Episode recorded February 26, 2024

    Email your feedback to Gil, Guy, Hilary, and Kenny at climatepositive@hasi.com.


    Not every battery is created equal | Jacob Mansfield, Emma Konet and Adam Reeve Feb 22, 2024
    Show notes

    As the energy density of batteries continues to increase even as costs keep declining, the stationary energy storage market is booming, with investment growing by over 7x over the last few years – from $5 billion in 2020 to over $35 billion in 2023 – and with battery installations tripling just last year alone.

    While an influx of storage is certainly needed to integrate the vast amount of renewables we need to fully decarbonize the grid, the storage we are adding to the grid is not always or even usually reducing overall carbon emissions. In fact, too often new batteries are resulting in positive net new emissions – an outcome almost no one wants.

    In this episode, Chad Reed chats with Jacob Mansfield and Emma Konet of Tierra Climate and Adam Reeve of REsurety to learn more about the efforts of the Energy Storage Solutions Consortium (ESSC), which seeks to align the economic incentives of the storage market with truly accelerating grid decarbonization.

    Links:

    Energy Storage Solutions Consortium (ESSC)

    Charging Towards Zero: Harnessing Batteries and Carbon Contracts to Accelerate Grid Decarbonization

    Decarbonization: Stocks and flows, abundance and scarcity, net zero

    Episode recorded February 14, 2024

    Email your feedback to Gil, Guy, Hilary, and Kenny at climatepositive@hasi.com.


    Leading the charge in commercial solar | Steve Raeder, CEO of Summit Ridge Energy Feb 08, 2024
    Show notes

    In this week's episode, Gil Jenkins sits down with Steve Raeder, the founder and CEO of Summit Ridge Energy. As a leading player in the community solar market, Summit Ridge Energy (SRE) has made significant strides since its inception in 2017, deploying over $1.6 billion into clean energy assets. With a robust development pipeline of more than 2 GW, SRE will have more than 400 MW of solar PV online by the end of 2024, powering 50,000 homes and businesses. During the conversation, Steve opens up about his journey from SunEdison to founding Summit SRE. He breaks down the incredible value proposition for community solar, which offers guaranteed savings to both residential and small commercial customers while underscoring its pivotal role in the broader energy transition. Steve also discusses SRE’s growth strategy. Giving his outlook on the future of the community solar market, he details how the company is positioning itself to capitalize on this sector's continued growth. Additionally, Steve talks about the company’s solar panel supply partnership with Qcells, which was announced last year and is the largest domestic community solar purchase ever. He also shares insights into their innovative sustainability apprenticeship program in Chicago. Note: Summit Ridge Energy is a client of HASI.

    Links:

    • Summit Ridge Energy Website
    • Summit Ridge Energy on LinkedIn
    • Summit Ridge Energy on X
    • Steve Raeder on LinkedIn
    • Press Release: Summit Ridge Energy and Qcells Announce Largest Community Solar Partnership in the U.S (April 6, 2023)
    • Article: Clean energy job training has started at Chicago’s Sustainability Hub (Solar Power World, May 2, 2023)
    • Summit Ridge Energy’s “Bomber” Project - Nation's Largest Rooftop Community Solar Array
    • Press Release: HASI and Summit Ridge Energy Expand Partnership with New 250 MW Community Solar Portfolio in Illinois and Maryland (August 29, 2023)
    • Article: How to run your house on clean electricity, no solar panels required (Washington Post, February 8, 2023)
    • Steve’s Book Recommendation: A Sense of Urgency, by Dr. John Kotter

    Episode recorded January 24, 2024

    Email your feedback to Gil, Guy, Hilary, and Kenny at climatepositive@hasi.com.


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