152 episodes

The energy system is changing fast. Come explore the future with journalist Stephen Lacey and venture capitalist Shayle Kann. Each week, they'll take you on a tour of the global energy transformation, providing provide insight into technology trends, markets, and companies -- making for wonky and entertaining listening.

The Interchange Greentech Media

    • Business
    • 4.9, 15 Ratings

The energy system is changing fast. Come explore the future with journalist Stephen Lacey and venture capitalist Shayle Kann. Each week, they'll take you on a tour of the global energy transformation, providing provide insight into technology trends, markets, and companies -- making for wonky and entertaining listening.

    Is the 'Carbon Transparency' Era Coming?

    Is the 'Carbon Transparency' Era Coming?

    This week: is carbon transparency finally coming?

    Electronics maker Logitech became the most recent company to offer carbon labels on its products. Logitech CEO Bracken Darrell called carbon “the new calorie.”

    It’s one of many attempts by food and consumer goods producers to make the lifecycle emissions of their products clearer to consumers. 

    In this episode, we’ll examine the new generation of climate labels. We’ve seen attempts at carbon labeling before. What makes these newer ones different? And will they stick?

    Plus, we’ll try to answer listener questions about renewable natural gas, vehicle-to-grid, ESG standards, and COVID predictions.

    This episode was recorded live in front of hundreds of listeners (remotely). Thanks to everyone who joined us!

    The Interchange is brought to you by Prisma Energy Solutions. Prisma Energy Solutions provides a unique financing model for battery energy storage systems that can help you reduce energy demand, participate in both energy and ancillary service markets, improve renewables integration, increase system reliability, and reduce your carbon footprint. Get your system today.

    We’re also brought to you by Wärtsilä Energy. Wärtsilä is leading the energy transition with The Atlas of 100% Renewable Energy, an open-access tool based on the modeling of 145 countries and regions worldwide to illustrate the cost-optimal 100% renewable energy systems.

    • 54 min
    Data Centers: The Epicenter of the Clean Energy Economy

    Data Centers: The Epicenter of the Clean Energy Economy

    There is a widely-held perception that data centers -- the giant facilities that hold networks of society’s supercomputers -- are an out-of-control energy suck.

    We’ve all seen headlines like this: “Your Netflix binge may be frying the planet”“Cut back on email if you want to save the environment”“Every Google search you do contributes to climate change”“Bitcoin could be the final nail in the coffin for climate change”It’s actually not true, says our guest. These myths are rooted in bad projections and false statements from coal advocates, dating all the way back to the 1990s.

    Yes, data centers collectively use a lot of energy. But they’re becoming hyperefficient. They’re a magnet for renewables development. And they’re helping us unlock the powerful software, algorithms and heavy computational tasks that run the clean energy economy.

    Our guest has been researching data centers for decades. It is Jonathan Koomey, an expert on sustainable IT. Jon was previously a scientist at Lawrence Berkeley National Lab and a lecturer at Stanford. Today, he runs his own research and consulting outfit on the environmental impacts of information technology. 

    We’ll talk with him about the different ways that data centers are at the cutting edge of energy and sustainability.

    The Interchange is brought to you by Prisma Energy Solutions. Prisma Energy Solutions provides a unique financing model for battery energy storage systems that can help you reduce energy demand, participate in both energy and ancillary service markets, improve renewables integration, increase system reliability, and reduce your carbon footprint. Get your system today.

    We’re also brought to you by Wärtsilä Energy. Wärtsilä is leading the energy transition with The Atlas of 100% Renewable Energy, an open-access tool based on the modeling of 145 countries and regions worldwide to illustrate the cost-optimal 100% renewable energy systems.

    • 49 min
    The Strange Hype Around Nikola Motor

    The Strange Hype Around Nikola Motor

    A boisterous CEO who brags of “out-Eloning” Elon Musk; a reverse merger that makes a little-known fuel cell trucking company as valuable as Ford; and no actual cars or trucks in production.

    This week, we try to make sense of Nikola Motor. 

    Nikola Motor went public last week through a reverse merger, achieving a ~$13 billion valuation. As the markets closed on Wednesday, the company’s market cap was at $23 billion. 

    But with a non-traditional IPO, an enigmatic CEO, and zero revenue or actual vehicles, it’s become one of the more befuddling stories in cleantech in recent memory. 

    We’ll dig into the company’s claims and business model. Is this just another overhyped penny stock, or is there any substance to Nikola’s plan?LA Times: Electric Truck Maker Nikola Looks Like Tesla 2.0 — Except Even RiskierCNBC: Meet Nikola, the Speculative Electric Vehicle StockBarron’s: Truck-Building Tesla Competitor Nikola Draws the Attention of a Short SellerThe Interchange is brought to you by Prisma Energy Solutions. Prisma Energy Solutions provides a unique financing model for battery energy storage systems that can help you reduce energy demand, participate in both energy and ancillary service markets, improve renewables integration, increase system reliability, and reduce your carbon footprint. Get your system today.

    We’re also brought to you by Wärtsilä Energy. Wärtsilä is leading the energy transition with The Atlas of 100% Renewable Energy, an open-access tool based on the modeling of 145 countries and regions worldwide to illustrate the cost-optimal 100% renewable energy systems.

    • 37 min
    A ‘Just Transition’ for Fossil Fuel Workers

    A ‘Just Transition’ for Fossil Fuel Workers

    We use the term “energy transition” to define markets, technology, business models. But what about people?

    The transition away from fossil fuels isn’t a nice-to-have. It’s a must-have. The hardest part isn’t building the clean resources. It’s shutting down the dirty stuff at a pace the science demands.

    And that means disrupting entire classes of employment and communities that depend on fossil fuel extraction -- in other words, helping people find work somewhere else.

    The often-used phrase is the “just transition.”

    We have a guest who’s been researching and writing about this subject for years: Sandeep Pai. 

    Sandeep the author of “Total Transition: the Human Side of the Renewable Energy Revolution.” He’s a former journalist and a current PhD student and public scholar at the Institute of Resources, Environment and Sustainability at the University of British Columbia. 

    We’ll talk with Sandeep about his analysis of the strategies for transitioning fossil fuel workers in economies around the world. 

    The Interchange is brought to you by Prisma Energy Solutions. Prisma Energy Solutions provides a unique financing model for battery energy storage systems that can help you reduce energy demand, participate in both energy and ancillary service markets, improve renewables integration, increase system reliability, and reduce your carbon footprint. Get your system today.

    We’re also brought to you by Wärtsilä Energy. Wärtsilä is leading the energy transition with The Atlas of 100% Renewable Energy, an open-access tool based on the modeling of 145 countries and regions worldwide to illustrate the cost-optimal 100% renewable energy systems.

    • 48 min
    Decarbonization Draft: The Corporate Raider Edition

    Decarbonization Draft: The Corporate Raider Edition

    Greed is good. At least, it’s good for decarbonization.

    This week on The Interchange podcast, we have a new edition of the fantasy decarbonization draft -- this one focused on acquiring and restructuring public companies. 

    We’re joining the ranks of corporate raiders like Carl Icahn, T. Boone Pickens and Gordon Gekko by taking over public companies and bending their strategies to our will. (For benevolent reasons, of course.)

    Shayle and Stephen will pick their portfolio of companies. And then listeners choose who has the best investment strategy. (Vote over at @InterchangeShow on Twitter.)

    Here’s how it works:We each have $25 billion to spend We can acquire a maximum of eight companies each. There’s no minimum.The cost of any given company is its market cap at the time of choosing.Our acquisition targets must be publicly tradedOnce we’ve acquired a company, we can control its strategy. The goal is to accelerate decarbonization in our chosen sectorOur geographic focus is North AmericaMake sure to listen to our first and second decarbonization drafts.

    The Interchange is brought to you by Prisma Energy Solutions. Prisma Energy Solutions provides a unique financing model for battery energy storage systems that can help you reduce energy demand, participate in both energy and ancillary service markets, improve renewables integration, increase system reliability, and reduce your carbon footprint. Get your system today.

    We’re also brought to you by Wärtsilä Energy. Wärtsilä is leading the energy transition with The Atlas of 100% Renewable Energy, an open-access tool based on the modeling of 145 countries and regions worldwide to illustrate the cost-optimal 100% renewable energy systems.

    • 41 min
    The New Wave of Carbon Offsets: Is This Time Different?

    The New Wave of Carbon Offsets: Is This Time Different?

    This week, we’re talking about the new wave of carbon offsets. Will startups and corporates be able to solve accountability problems?

    Right up until the global economy stopped working in March, the carbon offset market was surging. In 2019, offset sellers saw a 5-fold increase in purchases, after years of low demand in the wake of the financial crisis.

    Flight-shamed consumers were demanding them. The world’s top companies were buying them in record numbers.

    But then came the coronavirus shock. The steep drop in fuel and electricity consumption has slowed consumer demand for carbon offsets in the short-term, but there are still underlying trends that may herald the return of carbon offsets.

    Is this time different? Can new players improve the quality and traceability of carbon reductions?

    The Interchange is brought to you by Prisma Energy Solutions. Prisma Energy Solutions provides a unique financing model for battery energy storage systems that can help you reduce energy demand, participate in both energy and ancillary service markets, improve renewables integration, increase system reliability, and reduce your carbon footprint. 

    We’re also brought to you by Wärtsilä Energy. Wärtsilä is leading the energy transition with “The Atlas of 100% Renewable Energy,” an open access tool based on the modeling of 145 countries and regions worldwide to illustrate the cost-optimal 100% renewable energy systems.

    • 41 min

Customer Reviews

4.9 out of 5
15 Ratings

15 Ratings

damonrand ,

Great energy podcast

Always a good listen, goes deep and technical on the energy transition.

Mick the boii ,

Great energy insights

Great podcast on the renewable energy sector with insights given in a really accessible way.

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