Interchange Recharged

Wood Mackenzie
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Clean tech, green finance and energy innovation are the three lanes on the road to a successful global energy transition. At the intersection of these lanes is a place where ideas on finance, technology and policy are shared and debated. That intersection is Interchange Recharged.   Sylvia Leyva Martinez, principal analyst at Wood Mackenzie, invites visionaries, entrepreneurs, policy-makers and energy analysts to explore the newest developments in renewable technology, explain the ideas on global energy policy that could accelerate the energy transition, and identify new funding and financial models that could solve the biggest challenges we face on the way to net zero.   Sylvia and her guests bring you data and forecasts on clean technology, climate science, and offer predictions on the build out of utility-scale projects and the future of green finance.  What impacts do the annual UN Conference of the Parties have on decarbonisation goals and climate change? What will COP30 bring? What’s happening in global EV adoption and development? What’s the forecast for solar energy, one of the major success stories of renewable energy in the last ten years? What does the data tell us about the future of hydrogen, of nuclear, or of low-carbon power?  These are examples of the insights and detailed analyses you can expect bi-weekly on Tuesdays at 7am ET.   If you like The Energy Transition Show, Catalyst with Shayle Kann, The Big Switch from Columbia University, Open Circuit  with Jigar Shah or The Green Blueprint, you’ll enjoy Interchange Recharged.    Want to get involved with the show? Reach out to podcasts@woodmac.com to:  Bring Sylvia and Interchange Recharged to your event  Be a guest on the show  Sponsor an episode  Ask a question to Sylvia or one of our guests    Check out another leading clean tech global podcast by Wood Mackenzie, Energy Gang, at woodmac.com/podcasts/the-energy-gang  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/ 

  1. 2 DAYS AGO

    Navigating the world after OB3: implications for innovation and local manufacturing | Sponsored content from Hithium - Recorded Live at the PowerUp Stage at RE+

    Recorded live at RE+, Sylvia Leyva Martinez, Research Director at Wood Mackenzie, hosts Ryan Chen and Neil Bradshaw from Hithium to unpack the true costs of OB3, the constraints on innovation and fire safety as result of the bill, and the future possibilities for AIDC. Neil Bradshaw is Director of Global Applications Engineering, and takes the view that even US manufacturers aren’t immune from the OBBA’s sweeping impact on supply chains: “imagine you are a manufacturer based in the US but you're importing parts, and all of a sudden you have a policy that comes through that changes how you bring in parts and maybe you can't find local cells or you can't find a certain component,” he says. How are manufacturers responding to this uncertainty? How are they planning for the next few years, never mind decades? Ryan Chen is Chief of Staff to the Chairman at Hithium, and he shares with Sylvia how Hithium is betting big on Texas manufacturing, investing before they even had offtake agreements in place. You’ll hear how they’re importing not just equipment but full-scale Chinese manufacturing practices - down to autonomous container movers - and why true scale is the only way to compete.Plus, hear how AI is driving new demand for storage, how bankruptcies are shaking up the talent market, and why even something as small as a paint colour change can cost millions in safety testing. Got power? At Hithium Energy Storage, we make sure the answer is always yes. Hithium delivers safe, reliable, profitable energy solutions that keep the clean energy transition moving forward. Let green energy benefit all. Trusted worldwide, built to last. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    24 min

  2. 11 SEPT

    Gas prices are rising and the demand for renewable energy is growing. How are big players in the green tech industry preparing for the evolving policy around solar energy credits? (Recorded live at RE+ in Las Vegas)

    Despite the US adding 4.3 gigawatts of solar manufacturing capacity in Q2, there were no additions to the upstream components of polysilicon wafer and cell manufacturing. As gas prices continue to rise and the demand for alternative power supplies grows, get a detailed look at what big names in energy are doing to get over the hurdles.  On her second day at RE+ in Las Vegas, Sylvia Leyva Martinez, Research Director at Wood Mackenzie, explores the trajectory of solar and storage. Alongside industry experts, this episode of Interchange Recharged discusses the exciting yet challenging future of solar energy and energy storage amidst changing policy landscapes and growing demand. Sylvia and her guests explore and explain the dynamics of solar capacity, regulatory and financial challenges such as One Big Beautiful Bill (OB3) accelerating the phase-down of key tax credits, and emerging technologies fueling the renewable energy sector.  This episode includes an exclusive excerpt from Sylvia’s presentation with the Solar Energy Industries Association (SEIA). She discusses energy policy uncertainty, market saturation in the solar energy industry, and manufacturing hurdles in the renewable energy space.  Featured guests in this episode of Interchange Recharged:   ·                Sean Gallagher, Senior Vice President of Policy at SEIA  ·                Steven Munson, Valuation and Tax Credit Advisor for Energy Transition at CohnReznik  In this episode, Sylvia and her guests discuss:  The State of Solar Energy and Storage - Sean discusses why solar and energy storage are crucial for power demands in the coming years, emphasizing their role in new energy infrastructures.  Impact of Policy Changes - Sean and Sylvia explore the effects of recent legislative changes, including the projected decline in solar installations post-2027, and how peak chaos impacts the industry.  Investor Perspectives and Valuations - Steven shares insights on current investor sentiments, valuation challenges, and trends in renewable energy financing.  Technological Advancements – The guests discuss strategies to improve efficiencies in solar modules, automated permitting, and innovations aiming to lower costs.  Looking Into the Future – Sylvia and her guests explore potential long-term effects of emerging technologies like AI on power markets and the need to adapt quickly to policy updates.  Interchange Recharged explores clean tech, green finance and energy innovation, the three lanes on the road to a successful global energy transition. At the intersection of these lanes is a place where ideas on finance, technology and policy are shared and debated.    Sylvia Leyva Martinez, Research Director at Wood Mackenzie, and her guests bring you data and forecasts on clean technology, climate change, and offer predictions on the build out of utility-scale projects and the future of green finance.   Check out another leading clean tech global podcast by Wood Mackenzie, Energy Gang, at woodmac.com/podcasts/the-energy-gang   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/  See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    40 min

  3. 10 SEPT

    OB3 and market uncertainty has put more pressure than ever on clean energy assets. How are owners and operators getting the most out of their wind, solar and storage? (Recorded Live at RE+ in Las Vegas)

    In a year defined by uncertainty, this RE+ special episode of Interchange Recharged flips the script from “build more” to “get more from what you’ve got.” Sylvia Leyva Martinez, Research Director at Wood Mackenzie, is joined by Alex Bamberger, VP of Digital Solutions at RES, to look at how owners are squeezing extra megawatt-hours from operating wind, solar and storage, opening OEM-level data, pairing software with smart hardware, and retuning controls for site realities. You’ll hear real uplift figures (think low-single-digit AEP gains that add up to a year’s worth of new installs at fleet scale) that show how new tech is optimising renewable energy assets. Then we widen the lens to the grid itself. Systems architect and founder and CEO of Dynamic Grid Kay Aikin makes the case that smarter controls, storage and flexible demand can raise distribution utilisation far beyond today’s approximate 45%. Sylvia and Kay look at how performance-based models could unlock faster, cheaper reliability without waiting on every substation rebuild. Finally, GridStor’s VP of Finance Anna Astretsova breaks down the storage finance reality: plenty of capital, but higher costs. What’s the impact been of OB3 on storage? Learn how safe-harbouring, earlier procurement, bankable tolling structures and better cycling assumptions are getting deals done, and why FEOC, tariffs and interconnection queues are reshaping who wins. It’s been a packed first day of RE+, so get the key insights right here on the show. Make sure you’re following wherever you listen to the podcast so you don’t miss any of the coverage. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    57 min

  4. 9 SEPT

    Forget Net Zero. Everyone’s talking about energy dominance, but is a rebrand really the best thing for climate action? Recorded at RE+ in Las Vegas as the energy industry’s biggest event gets underway, storytelling becomes part of the strategy.

    The policy environment in the US at the moment is challenging, but developers, utilities, and investors are still moving forward with decarbonisation goals and climate action; they’re just talking about it and approaching it in a different way. As RE+ (North America’s biggest clean energy event) kicks off, Sylvia Leyva Martinez talks to veteran climate journalist and cleantech investor Molly Wood, about the ways in which the industry is navigating the uncertainty. Molly talks about the outdated forecasts of 1–2% load growth which are being blown apart by real demand increases of up to 30% in some regions, driven by electrification, AI, and data centers.  If you can’t make it to the event this year, Interchange Recharged will bring you the key discussions and exclusive insights so you don’t miss out. You’ll hear why traditional load forecasts are being upended by surging demand from AI and data centers, and what that means for project planning and risk management.  Despite policy headwinds, the money is still flowing, but in smarter ways: into scalable tech like batteries, grid modernization, and distributed solutions. Investors are refocusing on scalable, commercial-ready technologies like batteries, grid modernization, and distributed energy solutions. And as the narrative shifts from using terms like “net zero” to the more pragmatic “energy dominance,” the conversation explores how storytelling shapes strategy, and why hyperscalers like Google and Amazon may even build their own small modular reactors or power islands to secure the future of energy. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    16 min

  5. 26 AUG

    Could your EV power your home? A look at how electric vehicles could be used as two-way charging systems, easing strain on the grid.

    EV growth is moving, but is it moving quickly enough? Wood Mackenzie research projects battery electric vehicles to account for 58% of light vehicle sales globally by 2050. It won’t be until 2045 that EVs surpass ICE vehicles on the roads globally. So how can consumers be incentivized to get an EV? Manufacturers are addressing concerns around range anxiety and price, so what else is there to tempt buyers? Perhaps shifting the conversation from EVs as just low-carbon emitting cars to seeing them as energy assets might do the trick. Could vehicles reliably charge your house? Or even stabilize the grid during peak demand?  To find out, host Sylvia Leyva Martinez speaks with GM Energy’s Aseem Kapur about their two-way charging EV project. They explore the potential of vehicle-to-home and vehicle-to-grid systems, the lessons from early pilots, the importance of interoperability standards, and how incentives and customer trust will drive EV adoption – something that needs to accelerate if we’re to stay on track for climate goals.  The key questions to answer on the viability of using EVs as DERs:  Why should EV owners risk their battery health and daily mobility needs to support the grid?With thousands of utilities across the US, can one interoperable system realistically work at scale?Will incentives be strong enough to convince consumers and utilities that EVs are more than just cars? Sylvia gets the answers. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    42 min

  6. 12 AUG

    Transferable tax credits for renewable projects has created a $52 billion market | How are clean energy developers making the most of it?

    Way back in 2016, US energy storage capacity had just hit 336MWh, a 100% year-on-year increase. The growth forecast for storage was for 7.3GWh by 2022 – a US$3.3 billion market. It’s just one example of how far we’ve come; the IRA’s tax credits and incentives created a bullish environment for developers, and the renewable project pipeline grew and grew. Then came OB3, and the uncertainty around the future of the tax credits slowed everything down in the first half of 2025. However, a key market condition still exists: the ability to transfer tax credits. It’s a new market and one that could prove crucial for financing renewable projects.  So how does it work? And what can it offer developers and financers? To find out, host Sylvia Leyva Martinez – a principal analyst at Wood Mackenzie covering global energy markets – is joined by Alfred Johnson, CEO of Crux. Crux facilitates the raising of capital, including the sale of tax credits and debt capital.  Sylvia and Alfred review the last few years of clean energy market developments, explore the outlook for renewables out to 2028 and analyze the impact of tax credit transfers on solar, wind, biofuels and other clean energy projects  The introduction of transferable tax credits has nearly doubled the market – to US$52 billion last year. It’s allowed developers to access financing for renewables that was previously difficult to get. Find out how it all works and how to make the most of it, right here on Interchange Recharged.   See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    47 min

  7. 29 JUL

    What’s the forecast for energy projects as the Big Beautiful Bill looms over the industry? Developers and suppliers are adapting to the chaos – but how?

    The uncertainty rippling through the energy industry in the first half of 2025 hasn’t gone away. Utilities, developers, and manufacturers are still grappling with the fallout from the "One Big Beautiful Bill," the Trump administration’s reversal of parts of the Inflation Reduction Act, and the evolving tangle of trade tariffs. Sylvia Leyva Martinez, host and principal analyst at Wood Mackenzie, is joined by her colleague Kelsey Coffman, Vice President of Supply Chain Consulting at Wood Mackenzie, to analyse how clean energy producers and buyers are adapting to the changes. The cost of batteries and solar panels is skyrocketing; tariffs as high as 145% are disrupting billion-dollar projects. How did we get here? And what can be done? Plus, changing definitions of “foreign entities of concern” – the new rules could kill access to tax credits if suppliers have indirect links to China. Sylvia and Kelsey debate the best path through the FEOC minefield. And how big have the risks of project delays and cancelled investments got? There’s been an emergence of stockpiling strategies, but even US-based manufacturers aren’t safe. If you're in clean energy, finance, procurement, or just trying to make sense of US decarbonisation strategy, Sylvia and Kelsey are here to help you understand what’s changing, what’s at stake, and what you can do to stay ahead. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    39 min

  8. 15 JUL

    How is geothermal faring in 2025? Investment is booming but is the technology and policy support there?

    Despite uncertainty for US clean energy investors, things are looking good for the geothermal sector. US$1.7 billion in public funding was pumped into geothermal projects in Q1 this year - 85% of 2024's entire annual allocation – as breakthrough technologies promise to transform untapped resources into commercially viable clean energy projects. Enhanced geothermal and advanced geothermal technologies are making geothermal energy accessible anywhere, not just at existing sites chosen for their high-temperatures. To explore the science behind EGS and AGS, host Sylvia Leyva Martinez is joined by John Plack, VP of engineering at Ameresco. John explains how techniques adapted from the oil and gas sector, like directional drilling and reservoir stimulation, are improving geothermal's commercial viability. John shares what’s changed since the IRA’s passage, the role of EGS, and why improved subsurface mapping is critical to unlocking investment. Geothermal is currently supplying less than 1% of global energy needs, but could provide 15% of worldwide power by 2050. The US leads global geothermal power production, yet its 4 GW of installed capacity leaves vast resources untapped. Total potential US geothermal capacity exceeds 500 GW, with the best sites in western states featuring temperatures above 150°C and heat flow rates exceeding 80 milliwatts per square metre. Investment is there, and the technology is there, so has the impact of the Trump administration’s energy policy been lighter for geothermal than other sectors like wind and solar? Why? See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    37 min
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Hosts & Guests

About

Clean tech, green finance and energy innovation are the three lanes on the road to a successful global energy transition. At the intersection of these lanes is a place where ideas on finance, technology and policy are shared and debated. That intersection is Interchange Recharged.   Sylvia Leyva Martinez, principal analyst at Wood Mackenzie, invites visionaries, entrepreneurs, policy-makers and energy analysts to explore the newest developments in renewable technology, explain the ideas on global energy policy that could accelerate the energy transition, and identify new funding and financial models that could solve the biggest challenges we face on the way to net zero.   Sylvia and her guests bring you data and forecasts on clean technology, climate science, and offer predictions on the build out of utility-scale projects and the future of green finance.  What impacts do the annual UN Conference of the Parties have on decarbonisation goals and climate change? What will COP30 bring? What’s happening in global EV adoption and development? What’s the forecast for solar energy, one of the major success stories of renewable energy in the last ten years? What does the data tell us about the future of hydrogen, of nuclear, or of low-carbon power?  These are examples of the insights and detailed analyses you can expect bi-weekly on Tuesdays at 7am ET.   If you like The Energy Transition Show, Catalyst with Shayle Kann, The Big Switch from Columbia University, Open Circuit  with Jigar Shah or The Green Blueprint, you’ll enjoy Interchange Recharged.    Want to get involved with the show? Reach out to podcasts@woodmac.com to:  Bring Sylvia and Interchange Recharged to your event  Be a guest on the show  Sponsor an episode  Ask a question to Sylvia or one of our guests    Check out another leading clean tech global podcast by Wood Mackenzie, Energy Gang, at woodmac.com/podcasts/the-energy-gang  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/ 

Information

  • Creator
    Wood Mackenzie
  • Years Active
    2017 - 2025
  • Episodes
    328
  • Copyright
    © All rights reserved
  • Show Website
    Interchange Recharged

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