Energy Gang

Wood Mackenzie
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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, the 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/

  1. HÁ 4 H

    What do the tariff wars mean for low-carbon energy? | Recorded live at Wood Mackenzie’s Solar & Energy Storage Summit

    “With great uncertainty comes great opportunity”, says Abby Ross Hopper, president and CEO of the Solar Energy Industries Association, in this special episode of the Energy Gang, recorded live at Wood Mackenzie’s Solar & Energy Storage Summit. Is she right? And what are those opportunities? To find out, host Ed Crooks welcomed Abby and Shyam Srinivasan, CEO and Co-Founder of Zitara Technologies, for a special discussion on the state of the solar and storage industries today. Uncertainty is the buzzword of the moment: uncertainty over tariffs, over tax credits, over the evolution of AI, and over the economic outlook. The Trump administration’s new tariffs are disrupting supply chains and prompting companies to delay investment decisions. At such a volatile time, it’s easy to be caught out by a sudden change in policy. Companies have different strategies for coping with all this uncertainty. Some have been stockpiling solar panels; a few have been stockpiling batteries. And all the while, there are some powerful global trends still driving the industry: overproduction in China that is still driving down costs, and the need for new electricity generation of all types to power data centers for AI. Abby, Ed and Shyam debate the uncertain policies and forecasts that are making companies hesitant to invest, and find some pointers to help navigate through the storm. And they lift their eyes from the day-to-day chaos to consider what are the real opportunities for the longer term once the immediate crisis is over. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    30min

  2. 15 DE ABR.

    Keeping cleantech investment alive | With technological, economic and policy challenges mounting, how can we keep energy innovation on track?

    These are hard times for investment in low-carbon energy. The lack of progress in international climate negotiations, threats to policy support, and an increased awareness of the challenges of decarbonization, have created some strong headwinds. Everyone agrees that more breakthroughs in innovative emissions-reducing technologies are essential for tackling climate change. So how can innovative energy companies raise the capital they need to scale? Catalytic capital can provide long-term investment in clean energy and accelerate early-stage climate technologies. To find out how it can make a difference, host Ed Crooks welcomes back to the show Amy Duffuor. Amy is the co-founder and general partner at Azolla Ventures, a $300 million VC firm dedicated to having an impact on emissions. They do it through catalytic capital, which is still looking for a return, but can be more patient and flexible than conventional investment. In challenging times for investment in decarbonization, cleantech startups need to be able to explain their broader significance for the energy system and the economy, as well as their impact on emissions. “For climate tech to succeed it's not just about the innovation itself, but about understanding the narrative that surrounds it," Amy says. Also joining the show is Melissa Lott, partner general manager at Microsoft.* Together they look at the geopolitical tensions and US policy frameworks that are influencing investor confidence and support for innovation. And they ask the question: with the world clearly not on track to limit global warming to 1.5 degrees C, how can we get investment to flow into adaptation strategies to build long-term resilience. Can it be done? Listen to find out. *Melissa’s opinions in this episode are her own and do not reflect the opinions of Microsoft. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    53min

  3. 4 DE ABR.

    How can the power industry meet the challenge of rising demand? | In a special live episode recorded at the American Clean Power association, we discuss how to meet America’s growing need for electricity

    If President Trump’s tariff strategy succeeds in sparking a revival in US manufacturing, one consequence will be surging demand for power. We are already seeing electricity demand starting to pick up after 15 years of stagnation, driven by new data centers for AI and a wave of factory-building for semiconductors and batteries that is already under way. How can the electricity industry increase capacity to meet that growing demand and provide the power that the country needs? That’s the question for this special episode of the Energy Gang, recorded live in front of an invited audience at the headquarters of the American Clean Power association in Washington DC. Host Ed Crooks talks to Chris Shelton, the Chief Product Officer at AES, Travis Kavulla, the Vice-President for Regulatory Affairs at NRG Energy, and MJ Shiao, the Vice President of Supply Chain and Manufacturing at American Clean Power. They discuss whether electricity demand growth is really happening, which technologies are best placed to provide new supply, and who will end up paying for the investment needed to increase capacity. The Trump administration’s focus has been on “baseload” power, particularly new natural gas power plants. But there are reasons why they cannot be a complete solution. Renewable energy and battery storage also have important roles to play. The group also assess the impacts of changing energy policies under a Republican administration and Congress. What will be the fate of tax credits for low-carbon energy under the Inflation Reduction Act? And will moves to expedite permitting and environmental approvals make it easier to build all kinds of new infrastructure, including power and energy facilities, in the US? See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    41min

  4. 1 DE ABR.

    Is the US being left behind in the race to develop new clean energy technologies? BYD is selling EVs that can charge in five minutes | China is streaking ahead of the US in the energy transition race

    The Chinese car company BYD, the world’s top-selling manufacturer of electric vehicles, is launching two models that can charge in five minutes; about the time it takes to fill a tank with gasoline. It’s news that looks like a landmark moment in the energy transition, the way that the release of the DeepSeek model was for AI. It’s another eye-opening breakthrough out of China that should have the US worried. Or is it? To explain the significance of this latest leap forward in Chinese technology, Ed Crooks is joined by Amy Myers Jaffe, director of the Energy, Climate Justice, and Sustainability Lab at New York University, and Robbie Orvis, senior director for modelling and analysis at the think-tank Energy Innovation. They debate the question: is the US being outpaced in the global race to innovate in clean energy technology? If the US has lost the automotive innovation race to China, what does that mean for US car companies?  Robbie argues that the US auto industry needs solid policy support for domestic battery manufacturing to stay competitive. The Trump administration is relying heavily on tariffs: will that strategy be effective, or might it actually hinder progress in building a modern industrial base in the US? Amy calls for a shift in how US policy approaches innovation in the EV sector, and energy generally. Can the recipe that created the spectacular success of Silicon Valley be recreated in the energy industry?  The gang also discuss the problems at Tesla. In the face of challenges in China and Europe, how will the company respond? Tune in for a lively discussion on these critical questions, and more. Join the conversation about the future of energy and innovation.  Follow the show wherever you get your podcasts, and visit woodmac.com/podcasts for more information. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    58min

  5. 18 DE MAR.

    What does financial market turmoil mean for low-carbon energy?

    Investors have gone sour on clean energy. In a troubled time for stock markets in general, where is the capital for energy flowing now? Host Ed Crooks is joined by Shanu Mathew, Senior VP and Portfolio Manager at Lazard Asset Management, and Amy Myers Jaffe, Director of the Energy, Climate Justice, and Sustainability Lab at NYU. Shanu returns to the show to break down how institutional investors, under pressure to deliver returns, are shifting strategies on energy. Amy shares insights on cleantech venture capital trends, and the factors that support investment in low-carbon solutions. With support for renewables under threat, and cutting-edge technologies facing mounting challenges, is the transition to low-carbon energy slowing down or recalibrating? Meanwhile, Big Oil companies are changing course on their decarbonisation strategies and approaches to addressing climate change. BP and Shell are pulling back from power and renewables and emphasising oil and gas investments instead, after pressure from investors. Are they adapting to market realities, or are they abandoning clean energy too soon? And what will their strategic shift mean for the rest of the industry and for the climate? Amy discusses the close ties between oil prices and capital flows into cleantech. Finally, there’s no end to the debate around AI’s evolving role in energy infrastructure. Electricity demand growth remains a dominant trend. The hyperscale data centre users, such as major tech firms, have emerged as key players in power demand. But trust issues persist between them and energy providers. The sector has a history of overestimating demand growth, leading to overbuilding. Are we in danger of going through that cycle all over again? See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    1h14min

  6. 4 DE MAR.

    Flexible, fast-responding and reliable – the growth of energy storage seems unstoppable. What could possibly go wrong?

    Charge when it’s cheap, when energy is abundant, and discharge when the energy is needed.  The role of energy storage will be critical to the transition to low-carbon technologies. It’s an exciting time in the industry, with spectacular growth in battery storage markets in the US and around the world, and it’s predicted to continue. “We’re in the hockey stick growth phase,” says Swetha Sundaram, VP of solar and BESS (battery energy storage systems) at RWE, and a co-author of ‘The BESS Book’. She joins Ed Crooks on the show to look at where that growth is coming from.  The systems being built today mostly use lithium-ion technologies to store energy for a few hours. But there are huge opportunities for long-duration energy storage (LDES), too. The LDES Council, an industry group, estimates that the build-out of up to 8 TW of potential power supply from long-duration storage by 2040 represents a $4 trillion investment opportunity. Julia Souder is CEO of the LDES council, and she’s also on the show to talk about the next generation of storage.  Julia, Swetha and Ed are also joined by Energy Gang regular Melissa Lott, a Partner General Manager at Microsoft. She’s a PhD energy systems engineer, and she explains the different roles short and long-duration energy storage will have in the energy transition and the power grid of the future. Follow the show wherever you’re listening, and reach out to us with feedback – we’re @energygangshow. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    57min

  7. 18 DE FEV.

    What do President Trump’s tariffs mean for energy? | The view from Washington and Canada

    In 2018, President Donald Trump said “I’m a tariff man”, declaring they were the way to make America rich again. Six years on and just weeks into his second term, he is putting that philosophy into practice. President Trump has announced a barrage of new and increased tariffs on imports into the US, including a 10% levy on all goods from China. He has threatened 25% tariffs on imports from Canda and Mexico, although those were put on hold for a month. And he has announced a strategy of reciprocal tariffs, promising to match other countries’ barriers to imports from the US with equivalent levies on their exports. It is a time of turbulence. What does it mean for the energy transition?   To analyse what all these actual and threatened tariffs mean for energy security, the economy and the climate, host Ed Crooks – Vice-Chair for the Americas at Wood Mackenzie - is joined by three policy experts from the US and Canada. Samantha Gross is the director of the Energy Security and Climate Initiative at the Brookings Institution in Washington, DC. Joseph Majkut is director of the Energy Security and Climate Change Program at the Center for Strategic and International Studies. And Andrew Leach is an energy and environmental economist at the University of Alberta.  Together they discuss the Trump administration’s strategy, and where it might lead. How do the tariff plans align with President Trump’s goals for boosting energy production and driving down prices for consumers? What happens to complex international supply chains as tariffs rise? And where does this leave the global effort to curb greenhouse gas emissions? Samantha Gross says the situation is ‘”rotten for the climate”. Does she have a point? Let us know what you think. We’re on X, at @theenergygang. Make sure you’re following the show so you don’t miss an episode – we’ll be back in two weeks, Tuesday morning at 7am eastern time. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    1h

  8. 4 DE FEV.

    What does DeepSeek AI mean for energy?

    It’s a historic moment in energy, with a leap forward in AI technology coming as the Trump administration sets a new direction for the US. The Energy Gang break down what it all means. When they make The Energy Transition – The Movie, the week of 27th January 2025 will be a pivotal scene. The Chinese AI company DeepSeek sent shockwaves through stock markets, as it revealed its model that apparently is capable of better performance than its competitors at a fraction of the cost.  Host Ed Crooks talks through the implications for energy with regulars Amy Myers Jaffe of New York University and Melissa Lott of Microsoft. Together they discuss the market reactions to the launch of DeepSeek, shifting forecasts for AI demand, and the implications for the industry and for government. President Donald Trump has come into office putting emphasis on the importance of energy supplies for AI as a matter of national security. His administration wants more “baseload” power. But there is a debate on what that word means for a modern electricity system, and whether it even has any relevance. Do modern solutions for grid stability make talk of baseload power obsolete in 2025? Finally the gang review the flurry of executive orders signed by President Trump. Climate change is off the agenda as a priority for the US administration. What does that mean for energy, in the US and around the world? Follow The Energy Gang wherever you get your podcasts and go to woodmac.com/podcasts for more. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    1h3min
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    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, the 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/

    Informações

    • Criado por
      Wood Mackenzie
    • Anos de atividade
      2013 - 2025
    • Episódios
      521
    • Copyright
      © All rights reserved
    • Site do podcast
      Energy Gang

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