Climate Confident

Tom Raftery

Climate Confident is the podcast for business leaders, policy-makers, and climate tech professionals who want real, practical strategies for cutting emissions and building a resilient low-carbon future. Every Wednesday at 7am CET, I sit down with the people doing the work, executives, engineers, scientists, founders, and policymakers, to unpack what’s actually driving climate progress across energy, transport, industry, supply chains, food, finance, and more. This isn’t about vague pledges or greenwash. It’s about what’s working, what isn’t, and what leaders need to understand now to make better decisions faster. Expect conversations on: scalable solutions in energy, mobility, food, industry, and financethe politics, markets, and policies shaping the transitionthe technologies and tools improving climate accountability, resilience, and risk managementhard truths, hidden bottlenecks, bold ideas, and real-world success storiesSubscribers also get Bonus episodes, including highlight reels, analysis, emerging themes I’m seeing across conversations, and other subscriber-only extras. You can still listen to the most recent episodes for free, and if you want to go deeper, subscription gives you more Climate Confident in your feed. Want to shape the conversation? Drop me a line anytime at Tom@tomraftery.com, whether it’s feedback, a guest suggestion, or just a hello. Ready to stop doomscrolling and start climate-doing? Hit follow and let’s get to work.

  1. Carbon Markets as Outsourced Mitigation: Smart Climate Strategy or Convenient Fiction?

    3 DAYS AGO

    Carbon Markets as Outsourced Mitigation: Smart Climate Strategy or Convenient Fiction?

    Send me a message What if voluntary carbon markets are either a vital climate tool... or a polished excuse to delay real decarbonisation? In this episode of Climate Confident, I’m joined by Dr Jennifer Jenkins, Chief Science Officer at Rubicon Carbon, to unpack one of the most contested questions in climate tech and net zero strategy: what role, if any, should voluntary carbon markets play in real-world emissions reduction? At a time when companies are under pressure to decarbonise, prove integrity, and navigate fast-moving policy shifts, this debate matters more than ever. We dig into why some firms see carbon credits as a practical way to close the gap between ambition and operational reality, and why others see them as a dangerous distraction. You’ll hear why quality, additionality, MRV, and long-term offtake agreements are becoming central to the future of the market, and why high-integrity supply may be far tighter than many buyers realise. Jennifer also explains how buyers like Microsoft are shaping demand, how voluntary and compliance markets may be starting to converge, and why policy tools like CBAM could reshape the market faster than most people expect. You might be shocked to learn that one of the clearest ways to think about this space is as outsourced mitigation, a framing that makes the economics easier to grasp, but also exposes the credibility problem at the heart of the whole system. 🎙️ Listen now to hear how Jennifer Jenkins and Rubicon Carbon see the future of decarbonisation, climate tech, policy, and net zero. Support the show Podcast subscribers I'd like to sincerely thank this podcast's amazing subscribers: Anita KrajncCecilia SkarupaBen GrossJerry SweeneyAndreas WernerStephen CarrollRoger ArnoldAnd remember you too can Subscribe to the Podcast  - it is really easy and hugely important as it will enable me to continue to create more excellent Climate Confident episodes like this one, as well as give you access to the entire back catalog of Climate Confident episodes. Contact If you have any comments/suggestions or questions for the podcast - get in touch via direct message on LinkedIn.  If you liked this show, please don't forget to rate and/or review it. It makes a big difference to help new people discover the show.

    34 min
  2. Why Turbine Shortages Could Slow AI, Data Centres, and Decarbonisation

    25 MAR

    Why Turbine Shortages Could Slow AI, Data Centres, and Decarbonisation

    Send me a message AI may be booming, but the real bottleneck to it's growth may be turbines. And if firm power can’t scale fast enough, parts of the energy transition hit a wall. In this episode, I’m joined by Brad Hartwig, Co-founder and CEO of Arbor Energy, to unpack a part of the climate tech and energy transition story that gets far too little attention: the physical machinery needed to deliver reliable, round-the-clock power. Arbor is developing modular supercritical CO2 turbines with integrated carbon capture, aimed at tackling one of the hardest problems in decarbonisation: how to provide firm, scalable electricity while still driving emissions reduction and keeping net zero in view. We dig into why turbine shortages are becoming a serious constraint on hyperscale data centres, utilities, and industrial electrification, and you’ll hear why Brad believes this is now a critical choke point for both AI infrastructure and climate progress. You might be surprised to learn how stretched the traditional turbine supply chain has become, and why legacy manufacturers may be structurally mismatched to meet the moment. We also get into oxy-combustion, methane leakage, biomass, carbon sequestration, long-duration storage, and the awkward reality that wind, solar, batteries, and grid expansion, while essential, may still leave gaps when it comes to firm power. This is a grounded conversation about climate tech, policy, energy transition strategy, and what serious infrastructure thinking looks like when the easy slogans run out. 🎙️ Listen now to hear how Brad Hartwig and Arbor Energy are rethinking firm power for a faster, tougher, more honest climate transition. Support the show Podcast subscribers I'd like to sincerely thank this podcast's amazing subscribers: Anita KrajncCecilia SkarupaBen GrossJerry SweeneyAndreas WernerStephen CarrollRoger ArnoldAnd remember you too can Subscribe to the Podcast  - it is really easy and hugely important as it will enable me to continue to create more excellent Climate Confident episodes like this one, as well as give you access to the entire back catalog of Climate Confident episodes. Contact If you have any comments/suggestions or questions for the podcast - get in touch via direct message on LinkedIn.  If you liked this show, please don't forget to rate and/or review it. It makes a big difference to help new people discover the show.

    45 min
  3. 20 MAR

    The Iran War, the Strait of Hormuz, and the Real Cost of Fossil Dependence

    Send me a message War doesn’t just kill people. It also blows up energy security, drives up emissions, and exposes fossil fuels for the liability they’ve always been. In this first Climate Confident+ bonus episode, available exclusively to subscribers, I unpack the unnecessary, illegal, and profoundly ill-advised war being waged by the US and Israel on Iran, and why its fallout matters far beyond the battlefield. This is not just a military crisis. It is an energy transition, climate tech, decarbonisation, and policy story with real consequences for emissions reduction, net zero, inflation, and industrial resilience. In this episode, I look at how attacks on energy infrastructure and disruption in the Strait of Hormuz have once again exposed the fragility of fossil-fuelled “energy security”.  You’ll hear why fossil dependence is no longer a security strategy, but geopolitical exposure. I dig into how roughly $88.7bn was burned in the first 17 days of the conflict, and why the Pentagon’s reported $200bn request to Congress shows just how grotesque the opportunity cost has become. We also dig into the emissions impact, including how gas shortages in India are already pushing parts of the economy back towards coal, kerosene, and biomass. And crucially, I lay out why electrification, renewables, storage, and stronger grids are now central to real energy security. Climate Confident+ is just €5, and gives you regular access to in-depth, timely analysis like this. 🎙️ Subscribe and listen now to hear why the clean energy transition is no longer just a climate imperative, but a resilience strategy. Support the show Podcast subscribers I'd like to sincerely thank this podcast's amazing subscribers: Anita KrajncCecilia SkarupaBen GrossJerry SweeneyAndreas WernerStephen CarrollRoger ArnoldAnd remember you too can Subscribe to the Podcast  - it is really easy and hugely important as it will enable me to continue to create more excellent Climate Confident episodes like this one, as well as give you access to the entire back catalog of Climate Confident episodes. Contact If you have any comments/suggestions or questions for the podcast - get in touch via direct message on LinkedIn.  If you liked this show, please don't forget to rate and/or review it. It makes a big difference to help new people discover the show.

    14 min
  4. Geothermal Isn’t Just HVAC. It’s Grid Infrastructure

    18 MAR

    Geothermal Isn’t Just HVAC. It’s Grid Infrastructure

    Send me a message What if one of the biggest climate problems in our buildings isn’t power generation, but the fact we’re still burning fuel in the basement? In this episode, I’m joined by Dan Yates, CEO of Dandelion Energy, to unpack why geothermal may be one of the most overlooked tools in climate tech today, and why building decarbonisation deserves far more attention in the wider energy transition debate. If we’re serious about net zero and real emissions reduction, we need to stop treating heating as a side issue.  Dan lays out a blunt truth: heating and cooling account for the vast majority of emissions from buildings, yet much of the conversation still fixates on EVs, solar, and batteries. You’ll hear why some forms of electrification can create a nasty unintended consequence by driving winter peak demand through the roof, and why geothermal flips that logic on its head. We dig into how ground-source systems can cut energy use, slash peak load, and potentially reduce the need for expensive new grid infrastructure.  You might be shocked to learn that this isn’t just an HVAC story. It’s a grid story. A policy story. A housing story. We also get into cost, leasing, incentives, data, and why Dan believes geothermal should be seen as distributed infrastructure hiding in plain sight. If you want a clearer view of what practical climate action looks like beyond the usual talking points, this one’s worth your time.  🎙️ Listen now to hear how Dan Yates and Dandelion Energy are pushing a smarter, more strategic path to decarbonisation. Support the show Podcast subscribers I'd like to sincerely thank this podcast's amazing subscribers: Anita KrajncCecilia SkarupaBen GrossJerry SweeneyAndreas WernerStephen CarrollRoger ArnoldAnd remember you too can Subscribe to the Podcast  - it is really easy and hugely important as it will enable me to continue to create more excellent Climate Confident episodes like this one, as well as give you access to the entire back catalog of Climate Confident episodes. Contact If you have any comments/suggestions or questions for the podcast - get in touch via direct message on LinkedIn.  If you liked this show, please don't forget to rate and/or review it. It makes a big difference to help new people discover the show.

    37 min
  5. Why Science Alone Won’t Deliver Climate Action

    11 MAR

    Why Science Alone Won’t Deliver Climate Action

    Send me a message What if the real barrier to climate action isn’t a lack of science, but a lack of pressure? And what happens when climate risk collides with political instability, fossil fuel dependence, and public anger in real time? In this episode, I’m joined by Professor Dana Fisher of American University, author of Saving Ourselves and one of the sharpest thinkers on climate activism, policy, and public mobilisation. We get into what she calls apocalyptic optimism: being brutally honest about the scale of the climate crisis, the democratic backsliding around it, and the need to act anyway. Because the stakes now are painfully clear. Emissions are still rising, climate impacts are becoming impossible to ignore, and the push for decarbonisation is being slowed by vested interests just as the cost of delay keeps rising. You’ll hear why Dana argues that science is necessary but insufficient for decision-making, and why public pressure is so often the real driver of climate policy, decarbonisation, and net zero progress. We dig into how repression can backfire, why climate shocks can shift public opinion, and why attempts to slow climate action may end up intensifying the response instead. We also explore why this conversation feels especially urgent now. As conflict, energy insecurity, and policy disruption expose the fragility of fossil fuel dependence, the case for clean energy starts to look less like idealism and more like common sense. From balcony solar to broader questions of power, protest, and public pressure, this episode looks at why the energy transition is about far more than technology. It’s about resilience, accountability, and who gets heard when the system is under strain. Dana's newsletter is at: https://danarfisher.com/apocalyptic-optimist/ And you can find her TED talk at: https://go.ted.com/danarfisher  🎙️ Listen now to hear how Dana Fisher reframes climate action, public pressure, and the real forces that move decarbonisation forward. Support the show Podcast subscribers I'd like to sincerely thank this podcast's amazing subscribers: Anita KrajncCecilia SkarupaBen GrossJerry SweeneyAndreas WernerStephen CarrollRoger ArnoldAnd remember you too can Subscribe to the Podcast  - it is really easy and hugely important as it will enable me to continue to create more excellent Climate Confident episodes like this one, as well as give you access to the entire back catalog of Climate Confident episodes. Contact If you have any comments/suggestions or questions for the podcast - get in touch via direct message on LinkedIn.  If you liked this show, please don't forget to rate and/or review it. It makes a big difference to help new people discover the show.

    50 min
  6. Fashion’s 10% Emissions Problem, And the Utilisation Fix

    4 MAR

    Fashion’s 10% Emissions Problem, And the Utilisation Fix

    Send me a message What if the biggest climate lever in fashion isn’t better materials, but simply wearing clothes longer? The fashion industry accounts for roughly 10% of global carbon emissions and 20% of industrial water pollution. In this episode of Climate Confident, I’m joined by Phoebe Tan, co-founder of Taelor, a menswear rental subscription service using AI-driven styling and real-world garment data to rethink how we consume clothing. The challenge isn’t just fabric choice. It’s overproduction, underutilisation, and a system optimised for churn instead of longevity. We dig into how rental models can increase garment utilisation and reduce emissions by extending lifecycle wear. You’ll hear why durability data, wear rates, damage rates, wash cycles, may be more powerful than sustainability marketing. Phoebe explains how Taelor feeds performance insights back to brands, effectively becoming a live testing lab for quality and circularity. And we explore a hard truth: convenience often drives behaviour change faster than climate messaging ever will. If net zero requires rethinking consumption systems, fashion is a revealing case study. This isn’t about trends. It’s about utilisation density, supply chain feedback loops, and whether circular fashion can scale beyond a niche audience. 🎙️ Listen now to hear how Phoebe Tan and Taelor are challenging overproduction and pushing practical decarbonisation in climate tech and the energy transition. Support the show Podcast subscribers I'd like to sincerely thank this podcast's amazing subscribers: Anita KrajncCecilia SkarupaBen GrossJerry SweeneyAndreas WernerStephen CarrollRoger ArnoldAnd remember you too can Subscribe to the Podcast  - it is really easy and hugely important as it will enable me to continue to create more excellent Climate Confident episodes like this one, as well as give you access to the entire back catalog of Climate Confident episodes. Contact If you have any comments/suggestions or questions for the podcast - get in touch via direct message on LinkedIn.  If you liked this show, please don't forget to rate and/or review it. It makes a big difference to help new people discover the show.

    31 min
  7. You Can’t Photograph CO₂: The Visual Bias Distorting the Energy Transition

    25 FEB

    You Can’t Photograph CO₂: The Visual Bias Distorting the Energy Transition

    Send me a message Coal produces 4,000–8,000x more waste per MWh than wind. But you can’t take a photo of CO₂, so we ignore it. In this episode, I’m joined by climate futurist and long-term decarbonisation modeller Michael Barnard. We cut through headlines to examine where the energy transition is actually heading - from electrification and maritime shipping to mass timber, industrial relocation, and grid efficiency. The stakes? Whether we build a cheaper, cleaner energy system, or cling to fossil-era assumptions. You’ll hear why electrifying everything could cut primary energy demand by up to half. We dig into how 40% of global shipping may simply disappear as fossil fuel trade declines. And you might be shocked to learn why solar panels and wind turbines create thousands of times less waste per MWh than coal, yet attract far more outrage. We also explore how cheap renewables are reshaping industrial geography, why Spain’s sunshine could outcompete former gas hubs, and how making electricity cheaper than fossil fuels changes everything. Interestingly, Seville’s iconic wooden “Setas” isn’t just architecture, it’s proof that mass timber can replace steel and concrete at scale, locking carbon into buildings instead of the atmosphere. This is climate tech grounded in physics, economics, and human behaviour, not hype. 🎙️ Listen now to hear how Michael Barnard reframes decarbonisation, net zero, and the real trajectory of the energy transition. Support the show Podcast subscribers I'd like to sincerely thank this podcast's amazing subscribers: Anita KrajncCecilia SkarupaBen GrossJerry SweeneyAndreas WernerStephen CarrollRoger ArnoldAnd remember you too can Subscribe to the Podcast  - it is really easy and hugely important as it will enable me to continue to create more excellent Climate Confident episodes like this one, as well as give you access to the entire back catalog of Climate Confident episodes. Contact If you have any comments/suggestions or questions for the podcast - get in touch via direct message on LinkedIn.  If you liked this show, please don't forget to rate and/or review it. It makes a big difference to help new people discover the show.

    45 min
  8. AI Energy Demand, Grid Constraints & Decarbonisation

    18 FEB

    AI Energy Demand, Grid Constraints & Decarbonisation

    Send me a message AI’s energy demand isn’t a future problem. It’s straining grids today. And most companies aren’t ready. In this episode, I’m joined by Beatrice Clark, Vice President of Sustainability and Social Impact at Turtle and Hughes, a North American electrical distributor and systems integrator working at the sharp edge of the energy transition. We unpack what surging AI and data centre growth means for infrastructure, resilience, and real-world decarbonisation - not in theory, but on the ground. You’ll hear why energy demand from AI is now “on the tip of everybody’s tongue”, and how utilities and independent producers are scrambling to keep up. We dig into the tension between diesel reliability and microgrid ambition, and why hybrid redundancy may be the uncomfortable truth of the transition. You might be surprised to learn how fleet electrification looks when you’re moving heavy loads across unpredictable routes. It’s not ideology. It’s maths, logistics, and physics. We also explore double materiality, Scope 3 collaboration, and why sustainability only works when it strengthens operational performance. Net zero isn’t achieved in PowerPoint. It’s delivered through infrastructure, policy, and accountability across the value chain. If you care about climate tech, grid transformation, emissions reduction, and what decarbonisation actually looks like inside energy-intensive businesses, this conversation cuts through the noise. Listen now to hear how Beatrice Clark and Turtle and Hughes are navigating the hard realities of the energy transition. Support the show Podcast subscribers I'd like to sincerely thank this podcast's amazing subscribers: Anita KrajncCecilia SkarupaBen GrossJerry SweeneyAndreas WernerStephen CarrollRoger ArnoldAnd remember you too can Subscribe to the Podcast  - it is really easy and hugely important as it will enable me to continue to create more excellent Climate Confident episodes like this one, as well as give you access to the entire back catalog of Climate Confident episodes. Contact If you have any comments/suggestions or questions for the podcast - get in touch via direct message on LinkedIn.  If you liked this show, please don't forget to rate and/or review it. It makes a big difference to help new people discover the show.

    46 min

About

Climate Confident is the podcast for business leaders, policy-makers, and climate tech professionals who want real, practical strategies for cutting emissions and building a resilient low-carbon future. Every Wednesday at 7am CET, I sit down with the people doing the work, executives, engineers, scientists, founders, and policymakers, to unpack what’s actually driving climate progress across energy, transport, industry, supply chains, food, finance, and more. This isn’t about vague pledges or greenwash. It’s about what’s working, what isn’t, and what leaders need to understand now to make better decisions faster. Expect conversations on: scalable solutions in energy, mobility, food, industry, and financethe politics, markets, and policies shaping the transitionthe technologies and tools improving climate accountability, resilience, and risk managementhard truths, hidden bottlenecks, bold ideas, and real-world success storiesSubscribers also get Bonus episodes, including highlight reels, analysis, emerging themes I’m seeing across conversations, and other subscriber-only extras. You can still listen to the most recent episodes for free, and if you want to go deeper, subscription gives you more Climate Confident in your feed. Want to shape the conversation? Drop me a line anytime at Tom@tomraftery.com, whether it’s feedback, a guest suggestion, or just a hello. Ready to stop doomscrolling and start climate-doing? Hit follow and let’s get to work.

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