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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 New Normal for the Grid: Batteries Aug 23, 2019
    Show notes

    In nearly every corner of the country, energy storage projects are finding their way onto the grid — they’re getting bigger, cheaper, more diverse, and even a little bit weirder.

    Most of all, they’re just becoming normal.

    This week, we’re talking about the new normal for power operations. It includes a lot of batteries. And maybe some air tanks, water pumps and cranes too.

    GTM Staff Writer Julian Spector joins us as a guest co-host to round up the most topical projects and tell us where the storage market is headed.

    Then we’ll look at a novel approach to long-duration storage: a gravity-based system from Energy Vault that just got a major injection of Japanese venture dollars. How skeptical should we be?

    And finally, we’ll look at all the other alternatives to lithium-ion that are vying for traction in the market. Will pumped hydro see a revival? Can flow batteries finally prove themselves?

    Read Julian Spector’s reporting here. And sign up for the GTM newsletter here.

    Support for this podcast is brought to you by Sungrow. With the world’s most powerful 250-kilowatt, 1,500-volt string inverter, Sungrow is providing disruptive technology for utility-scale projects.

    Subscribe to The Energy Gang podcast via Apple Podcasts, Spotify, Google Podcasts, Stitcher or wherever you find your audio content.

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

    How Electric Cars and Renewables Could Beat Oil Aug 16, 2019
    Show notes

    Solar and wind sent European utilities into financial disarray, and U.S. utilities are facing a similar fate. Are global oil companies next?

    A new report from one of the world’s biggest banks, BNP Paribas, says that solar and wind paired with electric cars provide up to 7 times more useful energy for mobility than gasoline dollar for dollar. And that economic reality could hit oil companies sooner than they think.

    “The oil industry has never before in its history faced the kind of threat that renewable electricity in tandem with EVs poses to its business model,” concludes the report.

    This week, we’ll dig into the findings. How does it square with current projections for EV growth and oil demand?

    Then, a regulatory surprise from the Trump Administration is delaying an 800-megawatt offshore wind project. It could also hurt other projects planned for the East Coast. Is this a careful step, or a cynical political move from a hostile White House?

    Finally, 16-year-old climate activist Greta Thunberg is on her way to the U.S. — and she’s come under fire from the conservative media. We’ll look at the strange reaction to her rise and influence.

    Support for this podcast is brought to you by Sungrow. With the world’s most powerful 250-kilowatt, 1,500-volt string inverter, Sungrow is providing disruptive technology for utility-scale projects.

    Subscribe to The Energy Gang podcast via Apple Podcasts, Spotify, Google Podcasts, Stitcher or wherever you find your audio content.

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

    Watt It Takes: Nest Co-Founder Matt Rogers Aug 02, 2019
    Show notes

    This week on Watt It Takes: How a former Apple engineer applied design principles from the iPod and the iPad to smart thermostats — jolting an industry badly in need of change.

    Powerhouse CEO Emily Kirsch sits down with Matt Rogers, the co-founder and former chief product officer of Nest.

    Nest is best known for its elegant learning thermostat, the first major breakout hit in the smart home space. Google later acquired the company for $3.2 billion.

    In this interview, Rogers talks about his Apple influence, how he and co-founder Tony Fadell initially got obsessed with the connected home, and how Nest fit into the Google structure.

    Before Nest launched, “the connected home wasn’t really a thing. It was a bunch of hackers stringing things together, there were no products to speak of, really,” says Rogers. “And I was like ‘this is a huge opportunity, we can go and make great products like we did at Apple.’”

    This conversation was recorded live at Powerhouse’s headquarters in Oakland, California. Buy tickets for upcoming events.

    Support for this podcast is brought to you by Sungrow. With the world’s most powerful 250-kilowatt, 1,500-volt string inverter, Sungrow is providing disruptive technology for utility-scale projects.

    Subscribe to The Energy Gang podcast via Apple Podcasts, Spotify, Google Podcasts, Stitcher or wherever you find your audio content.

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

    Why Is Trump Suddenly Talking About the Environment? Jul 14, 2019
    Show notes

    Note: after this episode, we will be on hiatus for a few weeks while Stephen Lacey goes on paternity leave. We’ll be back soon!

    On July 8, Donald Trump stood in the East Room of the White House and delivered a speech on his “environmental leadership.” What could he possibly talk about?

    Onlookers called the speech “Orwellian.” The Trump Administration has tried to pull America out of a global climate agreement, sent officials to try to sell coal at the latest UN climate summit, forced climate scientists out of the government, and rolled back 83 environmental rules.

    So why is Trump talking about the environment now? What does it tell us about how voters feel about the issue going into the election? We’ll look at the possible political reasons for the timing of the speech.

    Then, we’ll look at New York’s big climate law. How does the state plan to cut emissions 85 percent by 2050? And how will ambitious policy in California and New York influence other states?

    Finally, we tackle the seasonal debate over air conditioning. As the world gets hotter, AC use is exploding around the world. How do we cool the world without baking the climate?

    Recommended reading:

    • New York Times: Trump Saw Opportunity in Speech on Environment. Critics Saw a ‘“1984” Moment.’
    • Vox: New York Just Passed the Most Ambitious Climate Target in the Country
    • New York Times: Do Americans Need Air-Conditioning?
    • Bloomberg: Air Conditioning Is the World's Next Big Threat

    Support for this podcast is brought to you by Sungrow. With the world’s most powerful 250-kilowatt, 1500-volt string inverter, Sungrow is providing disruptive technology for utility-scale projects.

    Subscribe to The Energy Gang podcast via Apple Podcasts, Spotify, Google Podcasts, Stitcher or wherever you find your audio content.

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

    Greening the Cannabis Industry [Special Content From CohnReznick] Jul 09, 2019
    Show notes

    This week, we present a special episode produced on behalf of CohnReznick.

    There’s a bonanza sweeping across North America: cannabis.

    As more states legalize marijuana, the industry is attracting high-profile investors and bringing in $6.5 billion in yearly sales.

    But it also faces two major challenges: limited access to banking and high energy costs.

    Because cannabis is still illegal at the federal level, traditional banks are unwilling to do business with the thousands of companies serving the market.

    At the same time, the industry now eats up $6 billion in electricity costs. Growers are paying tens of thousands of dollars per month to power cultivation sites, and some utilities are worried about strain on the grid in certain locations.

    Trying to slash that electricity use is very hard for cash-only companies that can’t get access to traditional financing.

    “The capital you would most typically have to deploy if you wanted to site solar at a cultivation facility will end up being very expensive because you don’t have access to traditional bank financing,” explains Mark Hooley, a managing partner at CohnReznick.

    In this episode, we talk with Mark about the intersection of cannabis and renewable energy. What will it take to green up America’s newest cash crop?

    Learn more about CohnReznick’s cannabis practice.

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

    The Trump-Branded Version of the Clean Power Plan Jul 02, 2019
    Show notes

    This week: we examine the Trump alternative to the Clean Power Plan, look at the gap between red and blue states on climate change, and review the presidential debates.

    Up first: how Trump's EPA is replacing Obama's major climate rule.

    Then, the red-blue climate divide. States are putting ambitious new climate plans in place. But they’re almost all in states dominated by democrats -- and the new EPA power plant rule only makes that gap bigger. What are the long-term economic consequences for the red states failing to change?

    Finally, we got 15 minutes of climate talk in the first two Democratic presidential debates. Does this yet again prove why we need a climate-only debate?

    Recommended reading:

    • Yale Climate Connections: The Trump EPA Strategy to Undo the Clean Power Plan
    • New York Times: Blue States Roll Out Aggressive Climate Strategies. Red States Keep to the Sidelines
    • The Guardian: A Climate-Themed Debate? The Democrats Owe It to Voters

    Support for this podcast is brought to you by Sungrow. With the world’s most powerful 250-kilowatt, 1500-volt string inverter, Sungrow is providing disruptive technology for utility-scale projects.

    Subscribe to The Energy Gang podcast via Apple Podcasts, Spotify, Google Podcasts, Stitcher or wherever you find your audio content.

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

    Watt It Takes: Creating a Battery Unicorn Jun 23, 2019
    Show notes

    This week on Watt It Takes: How a Ukrainian immigrant quietly toiled away on a new battery chemistry and created a billion-dollar unicorn.

    Powerhouse CEO Emily Kirsch sits down with Gene Berdichevsky, the CEO of Sila Nanotechnologies.

    Sila is developing a new lithium-ion battery chemistry that uses silicon in place of graphite — leading to an improvement in battery density by 20 percent. This spring, Daimler led a $170 million round in Sila, valuing the startup at $1 billion.

    Berdichevsky was the seventh employee at Tesla, where he developed the Roadster’s battery.

    For the last eight years, Berdichevsky’s team at Sila has been working on a drop-in replacement for today’s lithium-ion batteries.

    This conversation was recorded live at Powerhouse’s headquarters. Buy tickets for upcoming events.

    Support for this podcast comes from PG&E. Did you know that 20 percent of EV drivers in the U.S. are in PG&E’s service area in Northern California? PG&E is helping to electrify corporate fleet vehicles. Get in touch with PG&E’s EV specialists to find out how you can take your transportation fleet electric.

    We're also sponsored by Wunder Capital. Wunder Capital is the leading commercial solar financing company in the United States. Click here to find out how Wunder Capital can help you finance your next commercial solar project.

    Subscribe to The Energy Gang podcast via Apple Podcasts, Spotify, Google Podcasts, Stitcher or wherever you find your audio content.

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

    Will Geothermal Ever Boom Like Fracking? Jun 13, 2019
    Show notes

    It’s been a decade since the fracking boom reshaped U.S. energy markets — so when will we ever use our drilling prowess to create a similar geothermal boom?

    That’s the hope. The Department of Energy just released a massive new report revisiting America’s geothermal potential in conventional hydrothermal, enhanced geothermal, direct use and heat pumps.

    And the potential is enormous — but it’s just sitting there, largely untapped. We’re going to open up DOE’s report and see which borehole it takes us down.

    Then, the Biden and Warren campaigns both unveiled their energy and climate plans. Have they risen to the political and environmental stakes?

    Finally, are states squandering billions in settlement dollars from the VW diesel scandal?

    Support for this podcast comes from PG&E. Did you know that 20 percent of EV drivers in the U.S. are in PG&E’s service area in Northern California? PG&E is helping to electrify corporate fleet vehicles. Get in touch with PG&E’s EV specialists to find out how you can take your transportation fleet electric.

    We're also sponsored by Wunder Capital. Wunder Capital is the leading commercial solar financing company in the United States. Click here to find out how Wunder Capital can help you finance your next commercial solar project.

    Subscribe to GTM podcasts via Apple Podcasts, Google Podcasts, Stitcher, Spotify or wherever you find your audio content, or integrate our RSS feed into the app of your choice.

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

    Comparing Presidential Candidates on Climate and Cleantech Jun 03, 2019
    Show notes

    It may be a couple election cycles late, but we’re finally getting a wave of climate plans from presidential candidates. The issue is now front and center in the Democratic primaries.

    We’ve spent the last week collecting the plans from leading candidates, surveying the stances of the rest of the field, and monitoring the reactions. We’ll sort through them in this week’s Energy Gang episode.

    In the first half of the show, we’ll compare and contrast the unique plans from Elizabeth Warren, Jay Inslee, Beto O’Rourke, Michael Bennet and John Delaney. What is unique about each candidate’s proposal?

    Then, we’ll tackle the rest of the field in the second half of the episode. Most of them are either using the Green New Deal as a fallback, or using it as a foil. We will take an account of how that short-but-influential congressional resolution — and the activism behind it — is having an impact on the presidential campaign.

    Recommended reading:

    • Buzzfeed: Democrats Want To Make 2020 The Climate Change Election
    • Beto O’Rourke’s climate plan
    • Jay Inslee’s “Evergreen Economy” plan
    • Elizabeth Warren’s plan to make the military climate-ready
    • Michael Bennet’s climate plan
    • John Delaney’s climate plan

    Support for this podcast comes from PG&E. Did you know that 20 percent of EV drivers in the U.S. are in PG&E’s service area in Northern California? PG&E is helping to electrify corporate fleet vehicles. Get in touch with PG&E’s EV specialists to find out how you can take your transportation fleet electric.

    We're also sponsored by Wunder Capital. Wunder Capital is the leading commercial solar financing company in the United States. Click here to find out how Wunder Capital can help you finance your next commercial solar project.

    Subscribe to GTM podcasts via Apple Podcasts, Google Podcasts, Stitcher, Spotify or wherever you find your audio content, or integrate our RSS feed into the app of your choice.

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

    Breaking Down Global Subsidies for Fossil Fuels May 23, 2019
    Show notes

    A new report from the International Monetary Fund shows that the world spent $5.2 trillion on fossil fuel subsidies in 2017. That’s half a trillion dollars more than in 2015.

    But it also shows that fossil fuel subsidy spending is down by half since 2012. What gives? How much are we actually spending to make fossil fuels cheaper?

    We’ll clarify the different ways economists are measuring that spending.

    Then, U.S. tax subsidies for solar and wind are set to ramp downward as part of a deal struck in 2015. But some are calling for an extension of those credits once again.

    Wait, didn’t the industry say it would be just fine without them? We’ll look at arguments for and against another extension.

    Finally, PG&E is warning California customers about planned blackouts during this year’s fire seasons. Does this open up a new opportunity for commercial microgrids and residential battery backup?

    Recommended reading:

    • Atlantic: The Hidden Subsidy of Fossil Fuels
    • GTM: US Solar Industry Braces for ITC Stepdown While Making the Case for Another Extension
    • Bloomberg: Democrats Try to Extend Wind, Solar Aid They Agreed to Let Die
    • SF Chronicle: Fire Danger Could Force SF Blackout, PG&E Says

    Support for this podcast comes from PG&E. Did you know that 20 percent of EV drivers in the U.S. are in PG&E’s service area in Northern California? PG&E is helping to electrify corporate fleet vehicles. Get in touch with PG&E’s EV specialists to find out how you can take your transportation fleet electric.

    We're also sponsored by Wunder Capital. Wunder Capital is the leading commercial solar financing company in the United States. Click here to find out how Wunder Capital can help you finance your next commercial solar project.

    Subscribe to GTM podcasts via Apple Podcasts, Google Podcasts, Stitcher, Spotify or wherever you find your audio content, or integrate our RSS feed into the app of your choice.

    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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