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    Business

    Energy Gang

    Covering breaking news in clean tech, going deep on global energy policy, and debating the levers that need to move to accelerate the energy transition. Energy Gang is the podcast covering clean energy technology, renewable energy, and the environment. The world of clean energy moves fast, and you need a reliable source to stay on top of the news that matters. You’ll find it on Wood Mackenzie’s Energy Gang.

    How will changes to the US government affect decarbonisation and energy security? When will hydrogen, nuclear and carbon capture deploy at scale? Where’s the money for the energy transition green finance coming from and how much more is needed? What’s the outlook for EVs? What are the energy predictions for solar energy? What’s the latest on climate change?

    Get answers to questions like these, bi-weekly on Tuesdays at 7am ET. Plus, get special live episodes recorded at the biggest climate and energy events throughout the year, like COP30 and Climate Week NYC. Don’t worry if you can’t make it in person, Energy Gang brings you all the updates on energy policy, energy finance and energy innovation you need to hear.

    Energy Gang is presented by Wood Mackenzie and hosted by Ed Crooks, Vice-Chairman of Energy at Wood Mackenzie and a former Financial Times and BBC News journalist. Regular guests are Amy Myers-Jaffe (Director of NYU’s Energy, Climate Justice and Sustainability Lab), and Dr Melissa Lott (Partner at Microsoft) – plus a roster of industry leaders and policy influencers, like Jigar Shah (Industry figurehead and former director of the Loan Programs Office in the US Department of Energy), Caroline Golin (Head of North America, Global Energy Market Development and Policy at Google) and Ambassador Geoffrey Pyatt (Former Assistant Secretary of State for Energy Resources).

    If you like The Energy Transition Show, Catalyst with Shayle Kann, The Big Switch from Columbia University, Open Circuit with Stephen Lacey or The Green Blueprint, you’ll enjoy Energy Gang.

    Want to get involved with the show? Reach out to podcasts@woodmac.com to:

    Bring Energy Gang to your event

    Be a guest on the show

    Sponsor an episode

    Ask a question to Ed Crooks or one of our guests

    Check out another leading clean tech global podcast by Wood Mackenzie, Interchange Recharged: https://www.woodmac.com/podcasts/the-interchange-recharged/

    Wood Mackenzie is the leading global data and analytics solutions provider for renewables, energy and natural resources. Learn more about Wood Mackenzie on the official website: https://www.woodmac.com/

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    Latest Episodes:
    The Energy Gang on the ground at COP28: the summit so far Dec 04, 2023
    Show notes

    Part one of our coverage live from the conference


    Ed Crooks is joined by Amy Harder & Bill Spindle from Cipher, the publication supported by Breakthrough Energy – the clean energy network founded by Bill Gates. Amy and Bill have been in Dubai since the start of the conference, and they analyze the big stories to come out of the first few days.

    The loss and damage fund is the main focus; a few hundred million has been pledged to help developing nations deal with the impacts of climate change, but it’s a drop in the bucket for what’s needed.

    Also, COP28 itself: there’s debate on the effectiveness of these talks every year, but there have been positive stories already. The tripling of renewables, pledges on methane reduction and loss and damages have all been high on the agenda.

    Listen in as we kick off our special podcast series, live from Expo City in Dubai at COP28.

    Follow us on the socials – we’re @theenergygang

    See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    What can we expect from COP28? Dec 01, 2023
    Show notes

    COP28, this year’s Conference of the Parties to the UN Framework Convention on Climate Change, started in Dubai on Thursday November 30. The Energy Gang will be there, bringing you all the latest news from the negotiations and explaining what it all means. As the climate talks get under way, Ed Crooks sits down in New York with Energy Gang regulars Dr Melissa Lott and Amy Myers-Jaffe to look ahead to the talks. On the show today, they explore the four key items on the agenda:

    • The Global Stocktake – a review of progress on cutting emissions since the Paris Agreement was signed.
    • The renewables goal – the idea that governments should commit to tripling renewable energy generation capacity by 2030.
    • The methane pledge – commitments to reduce carbon footprints by cutting methane leakage from oil and gas operations.
    • And climate finance – the search for ways to get rich countries to pay to help poorer countries cut their emissions and adapt to a changing climate.


    Subscribe to the show so you don’t miss the special bonus episodes coming daily from the 4-8th December, and join the conversation by finding us on X; we’re @theenergygang.

    For more information visit woodmac.com/podcasts.

    See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    Thanksgiving Special: a family debate about energy Nov 17, 2023
    Show notes

    Thanksgiving is a special time in America when families across the country get together and argue. In honor of that tradition, host Ed Crooks and regular Amy Myers-Jaffe are joined by Danny and Toby Rice, two brothers who have both had very successful careers in energy but have gone in somewhat different directions.

    Toby Rice is president and chief executive of EQT, the largest producer of natural gas in the US. He is an advocate for the benefits of exporting liquefied natural gas, and makes the case for its importance in strengthening energy security, creating jobs, and cutting greenhouse gas emissions. Danny Rice is chief executive of NET Power, which is developing utility-scale power plants with its proprietary technology that uses natural gas while capturing more than 97% of its emissions.

    With Ed and Amy, they debate the case for gas as a climate solution. Is gas really any better than coal when full life-cycle emissions are counted? And even if it can reduce emissions, how much good is that when what we need is not lower carbon but zero carbon? How much does the case for gas rely on carbon capture and storage, which has no clear path to large-scale deployment?

    Join us at the Energy Gang table for a Thanksgiving debate on family, energy, and what we should be thankful for.

    See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    Will oil, gas and coal peak by 2030? Nov 03, 2023
    Show notes

    The International Energy Agency last week published its World Energy Outlook, which is its big annual review of everything that is going on in the world of energy.

    One of the headlines that has been attracting a lot of attention is the forecast that, on current trends, demand for all three fossil fuels – that is, oil, gas and goal – will peak before 2030. The IEA’s report states that the pathway to limiting global warming to 1.5 degrees C, the objective the world set in the Paris Agreement, is still open. Although if we carry on as we are, by 2030 it won’t be.

    Joining Ed Crooks to discuss the IEA’s views and progress in the transition away from fossil fuels are Dr Melissa Lott and Amy Myers-Jaffe. Regular Energy Gang guests, Melissa is Director of Columbia University’s Center on Global Energy Policy. Amy heads up NYU’s Energy, Climate Justice and Sustainability Lab.

    They debate whether this decade might witness the arrival of peak fossil fuel demand. What are the forecasts saying, and are they believable? The gang weigh up the recent tide of bad news about electric vehicles. Should we be preparing for an abrupt turn away from EVs? What could it mean for oil demand if it happened? And how should we interpret the two recent mega-deals in the US oil industry?

    Plus: offshore wind is in trouble. Rising interest rates and supply chain issues are driving up costs, and big projects in the US are being cancelled. Can the industry find a way out of its predicament?

    And finally, China’s share of global production of spherical graphite, used in battery anodes, is over 99%, putting it in a strong position in global supply chains. Now China has announced new export restrictions on several forms of graphite, raising questions about whether a new vulnerability has been exposed for US and European battery and EV manufacturers.

    It’s a packed show, and as always we are keen to hear your thoughts and comments. You can find us on most platforms as @theenergygang. Subscribe to the show so you don’t miss the next one, out every second Friday at 7am ET.

    See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    Fifty years since the first Oil Shock: how much has changed? Oct 20, 2023
    Show notes

    This week marks 50 years, almost to the day, since the 1973 OPEC oil embargo on the US, which led to global oil prices soaring. Oil’s potential role as a political weapon was thrown into sharp relief, and the world woke up to a new awareness of the vital importance of energy security.

    On the Energy Gang this week, Ed Crooks hosts Robbie Orvis and Amy Myers Jaffe, to explore the parallels between that first great oil shock and the economic and political issues arising from the conflict in the Middle East today. Robbie is Senior Director of Modeling and Analysis at the think-tank Energy Innovation, and Amy is Director of NYU’s Energy, Climate Justice and Sustainability Lab. Together they discuss the implications for energy security in the US, and around the world, of the fighting that began with the Hamas terrorist attack on Israel.

    This month US oil production has hit a new all-time record high, at 13.2 million barrels a day. This surge in production means the US will be a net exporter of crude and oil products this year, to the tune of almost 2 million barrels a day. That sounds like it should help US energy security, but does it really? Despite surging production, US consumers remain vulnerable to fluctuations in fuel prices. Reducing oil consumption, as the gang discuss, could be the best way to strengthen energy security.

    Electric vehicles play a critical role in helping to break our addiction to oil. There have been some big changes in that industry this year, with most leading auto-makers, including Hyundai, Kia, Ford, GM, and others, adopting the North American Charging Standard developed by Tesla. That is a big win for Elon Musk, but more importantly it’s a big win for customers, who won’t have to worry about getting an EV with the right connection ports to find public chargers. It’s like Lightning cables versus USB-C, but with much more at stake.

    Finally, we look once again at the ever-evolving hydrogen sector. The Biden administration last week announced the seven Hydrogen Hubs selected to share $7 billion in government funding to accelerate the domestic market for clean hydrogen. The hubs are spread around the country, from the Pacific Northwest to south Texas, and are intended to catalyse more than $40 billion of private sector investment.

    The idea behind the hubs is that developing the industry in a few locations will make it easier to share infrastructure and a skilled workforce, helping to bring costs down faster. But questions still remain about how big a role hydrogen can play in the energy transition.

    It’s a packed show, and as usual we are keen to hear thoughts and comments. You can find us on most platforms – we’re @theenergygang. Subscribe to the show so you don’t miss the next one, out every second Friday at 7am ET.

    See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    The energy transition needs minerals. Is deep sea mining the best way to get them? Oct 06, 2023
    Show notes

    The International Energy Agency last month held its first ever summit to discuss Critical Minerals and Clean Energy. It was attended by more than 50 countries, which came together to discuss ways to secure the critical minerals that are needed to make the transition to low-carbon energy.

    Whether it’s copper wiring in electricity systems, steel in a wind turbine, or lithium in an EV battery, metals are vital for low-carbon technologies, and demand is only going to increase over the next decade. New mines for these metals can take a long time to bring into production, raising fears about whether supplies can keep up. One solution to this problem that’s been getting a lot of attention recently is sea-bed mining.

    It is a potentially significant new source of supply for some of these critical metals, but it’s also highly controversial because of the damage it could do to deep water ocean ecosystems.

    On the Energy Gang this week, Ed Crooks is back in the host’s chair, and joined by regular Amy Harder, Executive Editor of Cipher, a news outlet supported by Breakthrough Energy.

    Amy recently interviewed the Prime Minister of Norway, Jonas Gahr Støre, in New York, and she details the main takeaways from that conversation on the show today. Some Norwegian lawmakers have called for a 10-year delay to the country’s plans to allow deep sea mining so that the environmental impacts can be studied.

    Dr Melissa Lott, Director of Columbia University’s Center on Global Energy Policy, is also on the show and she outlines some of those environmental impacts.

    The demand for critical minerals could necessitate offshore mining, but it is not the only possible option.

    Recycling can be another source of increased supply. A study from the International Council on Clean Transportation said that at the end of last year, US plants had the capacity to produce about 100,000 tons a year of recycled battery materials. Total capacity for proposed new plants that have been announced is about 650,000 tons a year.

    Even that is still only enough for about 1.3 million EVs a year, which might be roughly the number that will be sold in the US this year. So as the market grows, we are going to need more.

    Plus, the IEA published a report last week called the ‘Net Zero Roadmap’, which said the road was still open to limit warming to 1.5 degrees Celsius. But is it really feasible? Is it time to call it, admit that that goal is out of reach, and concentrate on a more achievable target? Could carbon capture now be our only hope of reaching that goal?

    Subscribe to the show so you don’t miss an episode, out every second Friday, and follow the conversation on X – we’re @theenergygang.

    See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    The Energy Gang at the London Hydrogen Conference – Part 2 Sep 27, 2023
    Show notes

    Host Ed Crooks brings you the second of two special episodes recorded live from Wood Mackenzie’s Hydrogen Conference.

    In the rapidly changing energy landscape, hydrogen has become a hot topic. For some, it represents a beacon of potential for meeting global net-zero ambitions. For others, it is a costly and ineffective blind alley. As the clean energy transition advances, hydrogen has seen a surge in interest and investment around the world. This episode delves into different facets of the hydrogen revolution, examining its transformative potential from various perspectives.

    The episode starts off with Will Lochhead, Deputy Director and Head of Hydrogen Production and Storage Business Models at the UK government’s Department For Energy Security and Net Zero. The UK government has firmly set its sight on reducing uncertainties and mitigating risks associated with the hydrogen economy, to open up new opportunities for potential market participants. The British government has set an ambition of reaching up to 10 gigawatts of low carbon hydrogen production capacity by 2030. Will Lochhead discusses a key tool for achieving that goal: the Low Carbon Hydrogen Agreement, the contract designed to underpin hydrogen production business models.

    One promising use for low-carbon hydrogen, that could play an important role in the energy transition, is for making low-carbon ammonia. Today, ammonia is predominantly used in the production of fertilizers. In the future, we might see a more wider use of low-carbon ammonia, expanding into power generation and industrial processes.

    A leading producer of ammonia, OCI Global, is pioneering sustainable ammonia production, viewing it as a viable solution in the decarbonisation journey. With projects around the world, OCI sees the potential for low-carbon ammonia as a versatile product: a fuel for sectors including power and shipping, and potentially as a vector for transporting hydrogen around the world. Akshay Bhardwaj, head of commercial business development for global ammonia at OCI Global, joins us to discuss the potential transformation of the industry.

    Low-carbon ammonia could also play a role in cutting emissions from agriculture. Laura Cross, Director of Market Intelligence at the International Fertiliser Association, shares insights on the key issues in the industry, including the cost implications. The industry faces some significant challenge in building a substantial market for low-carbon fertilisers.

    Lastly we hear from David Burns, Vice President of Clean Energy at Linde, on how hydrogen and carbon capture fit together. He argues that as we strive for a net-zero future, long-term decisions must strike a balance between today's capabilities and future technology developments. “Blue” hydrogen, while not entirely emissions-free, is cost-effective, easily scalable, and plays a key role in most current large-scale low-carbon projects.

    By contrast, “green” hydrogen, while producing minimal emissions, faces significant challenges in terms of cost, scalability, and technological readiness. Betting only on green hydrogen and ignoring the potential of blue could mean missing out on substantial opportunities to cut emissions in the shorter term. So what’s the answer?

    Follow the conversation on X, the platform we know as Twitter – we’re @theenergygang. And subscribe to the show so you don’t miss an episode.

    See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    The Energy Gang at the London Hydrogen Conference – Part 1 Sep 26, 2023
    Show notes

    Host Ed Crooks brings you the first of two special episodes recorded live from Wood Mackenzie’s Hydrogen Conference

    Industry leaders and energy analysts gathered recently for the second annual Wood Mackenzie Hydrogen Conference, where they debated the potential of hydrogen in the global energy mix. Join host Ed Crooks in the first of two special episodes from the conference, with part two coming out tomorrow.

    The conference provided a forum to discuss how hydrogen, with all its potential and challenges, can help to shape the course of the energy industry. Hydrogen, long considered the energy carrier of the future, is finally claiming its position in the present reality of decarbonised energy systems. As the world debates how best to meet the challenge of climate change, low-carbon hydrogen is becoming a central part of the conversation about the clean energy transition.

    The shift towards hydrogen presents both challenges and opportunities for energy companies around the globe. The rising prominence of hydrogen will require concerted efforts to surmount obstacles related to safety, emissions, social acceptability, and above all, cost.

    Andy Lane, the Vice President of Hydrogen and Carbon capture in the UK for BP, spoke on a panel at the event and discussed the importance of China for the future of clean energy and the fight to limit climate change.

    In the US, the Inflation Reduction Act (IRA), passed last year, is intended to establish the nation as one of the world leaders in low-carbon hydrogen. Rick Beuttel from Bloom Energy and Mona Bagat of KBR Consulting talk about the impact of those government incentives, and how the US is positioned in the low-carbon hydrogen race. They also debate the relative advantages and drawbacks of “green” hydrogen, made by electrolysing water using renewable energy, and “blue” hydrogen, made from natural gas and with the carbon emissions captured and stored.

    This conference also provided insight into technology leaders navigating the challenges of a rapidly-evolving energy market. Ines Kraft from German electrolyser company, Sunfire, explained how they recently installed the world's first multi-megawatt high temperature electrolyser for green hydrogen production. She discusses the daunting challenge the EU faces in meeting its 2030 goal for developing a new low-carbon hydrogen industry.

    Finally, we wrap up part 1 from the conference with Andre Pina from EDP Renewables discussing opportunities for an international market in hydrogen and its derivatives traded around the world.

    Don’t forget part 2 from the conference is out tomorrow, subscribe so you don’t miss an episode!

    See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    The Energy Gang Live from NYU: An Expert Analysis on the Energy Transition Landscape Sep 22, 2023
    Show notes

    What’s Next for US Energy Policy?

    As part of Climate Week in New York, The Energy Gang recorded a special edition in partnership with New York University: an expert panel discussing the future direction of US climate policy and its implications for the energy transition.

    Amy Myers Jaffe, a regular contributor to The Energy Gang and director of the Energy, Climate, Justice, and Sustainability Lab at NYU, hosted the event, leading a conversation about the key steps that governments, regulators and companies need to take to pave the way to a low-carbon future.

    Joining her for the discussion were Ana Unruh Cohen, the senior Director for NEPA Clean Energy and Infrastructure at the White House Council on Environmental Quality; Elizabeth Gore, the senior vice president of political affairs at the Environmental Defense Fund; and Rob Gramlich, founder and president of Grid Strategies, LLC.

    The vital need to strengthen the US power grid was one of the key topics. As Rob Gramlich explains, it is about more than just funding: regulation and policy support are critical, too. The new rule on transmission planning and cost allocation proposed by FERC – the Federal Energy Regulatory Commission – is seen as an essential component of an energy policy suited for the new world of low-carbon power supply.

    The need for efficient and transparent permitting of new infrastructure projects was also highlighted in the discussion. Building a low-carbon energy system requires massive investment in infrastructure such as power lines and wind farms. The harder it is to get those projects built, the slower the transition to low-carbon energy will be. The panel discuss some of the key issues involved in securing approvals for projects, including the Permitting Action Plan of 2021, the updates to regulations implementing the National Environmental Policy Act (NEPA), and infrastructure buildouts' community benefits.

    Towards the end of the discussion, the panel shifts its focus towards hydrogen. Is it truly the next frontier for climate solutions, or is it a mere distraction? The US already produces about 10 million metric tons of hydrogen annually, with high carbon emissions, for industrial use. But there is mixed opinion about the potential for much more extensive use of low-carbon hydrogen as a way to cut emissions in sectors where it is not currently used, such as steel-making and power generation. As research and development continues, hydrogen looks set to remain a contentious topic in climate and energy debates in the future.

    Follow the conversation on X – we’re @theenergygang. And subscribe to the show so you don’t miss an episode.

    See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    The US Government Is Rolling The Dice On Direct Air Capture Sep 08, 2023
    Show notes

    Direct air capture and carbon sequestration – is it viable, and scalable?

    The U.S. Department of Energy announced in late August that it would be investing $1.2 billion in two direct air capture or DAC facilities. Direct air capture technology, which uses either chemical media (such as a liquid solvent or solid sorbents) or physical processes involving filters to remove C02 directly from the atmosphere. Carbon capture technologies - that capture CO2 at emissions point sources, like power plants or steel making - is also an area the DOE will be supporting for demonstration projects.

    Some environmentalists have sharply criticized the Biden administration for providing financial support for DAC and CCS technologies, arguing not only is the technology expensive and unproven, but that it serves as a false flag mechanism by the oil and gas industry to sanction them to continue emitting greenhouse gases.

    So should the government be investing billions in these technologies? Can CCS and DAC play a role in decarbonizing hard to abate sectors? To answer these questions and more, guest host Amy Myers-Jaffe steps in for regular host Ed Crooks to anchor the show this week. Amy is Director of NYU’s Energy, Climate Justice and Sustainability Lab. She’s enlisted two Energy Gang regulars and climate modelling experts to explore the world of carbon capture: Emily Grubert, Associate Professor of Sustainable Energy Policy at the Keough School of Global Affairs at the University of Notre Dame, and Robbie Orvis, Senior Director of Modelling and Analysis at the climate thinktank Energy Innovation.

    Emily explains the challenges and viability of direct air capture as a technology, while Robbie outlines the modelling that implicates the oil industry in pushing for carbon capture; is it to prolong the lifespan of fossil fuel technologies?

    It’s an episode packed with science and analysis, as well as an in-depth look the socio-political implications of initiatives such as DAC and CCS. There’s discussion around NIMBYism, and concern of local communities around the environmental impact of the projects proposed by the DOE.

    How currently available incentives are structured raises another issue — they incentivize the capture of maximum CO2 for sequestration but neglect to account for how much greenhouse gas is invested in the capture process. This invites operations that can produce large amounts of CO2 to do so as they can more easily remove it from flue gas streams due to higher concentrations resulting from the use of fossil fuels.

    The team wrap up the show by discussing the point that energy sectors we're dealing with – including cement, steel, and various chemical productions – are mostly old, often outdated. So, is it more feasible to create a billion-dollar investment to build CCS plants on the backends of these facilities, or to invest in newer, greener technologies and start afresh? As more sustainable methods become available, the relevance and usefulness of CCS must continually be re-evaluated. It’s all here on this week’s episode.

    See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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