216 episodes

Conversations about the energy transition from Wood Mackenzie.

The Interchange Wood Mackenzie

    • Business
    • 4.9 • 463 Ratings

Conversations about the energy transition from Wood Mackenzie.

    The Future of Solar Storage

    The Future of Solar Storage

    You can develop enough renewable energy to power the world, but without energy storage systems, those developments are rendered somewhat moot. To achieve President Biden’s target of 90% renewables by 2035, the US needs an additional 9 terawatts of solar storage.

    What do our current storage solutions look like? Are batteries leading the charge?

    To answer those questions David turns to Rebecca Ciez, Assistant Professor of Mechanical Engineering at Purdue University.

    David and Rebecca look at the current storage options. Are batteries powerful enough to deliver power during outages or periods of no sunlight? Rebecca talks about the materials needed for solar batteries and how we can improve the technology to reduce the strain on supply chains. Investment and government incentives are then thrust under the microscope by David, before the discussion wraps with examining the technological advancements in the space.

    The Interchange is brought to you by Schneider Electric. Are you building a microgrid? With a microgrid you can store electricity and sell it back during peak times. Keep your power on during an outage. Integrate with renewables. Control energy on your own terms. Having built more microgrids in than anyone else, Schneider Electric has the expertise to help.

    The Interchange is brought to you by Bloom Energy. Bloom’s onsite energy platform provides unparalleled control for those looking to secure clean, reliable 24/7 power that scales to meet critical business needs. It eliminates outage and price risk while accelerating us towards a zero carbon future. Visit Bloom Energy to learn how to take charge today.

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

    • 44 min
    Solar Power: The Silver Linings of Ditching Silver

    Solar Power: The Silver Linings of Ditching Silver

    Why wouldn’t everyone invest in solar? Well, for that reason exactly: it’s an investment. Although it’s praised for its low maintenance costs and long-term savings, it is still a hefty investment in terms of individual finance cost, manufacturing, and installation. The production of solar panels requires expensive raw material, such as high-grade silicon, and silver for the wiring and cells.

    If the industry could just get the cost of materials down, the climate and environmental benefits would extend far beyond the energy sector.

    An Australian organization called SunDrive solar recently made headlines for their use of copper wiring in solar cells, opening up the opportunity for solar production costs to plummet and increase global solar adoption. 

    New host David Banmiller is joined by PV Magazine Founding Editor Jonathan Gifford to examine this achievement, and what it could mean for solar.

    They also explore supply chains issues, tackling NIMBYism and together they predict the Next Big Things in solar tech.

    The Interchange is brought to you by Schneider Electric. Are you building a microgrid? With a microgrid you can store electricity and sell it back during peak times. Keep your power on during an outage. Integrate with renewables. Control energy on your own terms. Having built more microgrids in than anyone else, Schneider Electric has the expertise to help.

    The Interchange is brought to you by Bloom Energy. Bloom’s onsite energy platform provides unparalleled control for those looking to secure clean, reliable 24/7 power that scales to meet critical business needs. It eliminates outage and price risk while accelerating us towards a zero carbon future. Visit Bloom Energy to learn how to take charge today.

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

    • 47 min
    Our Transition: Shayle Kann Hands Off the Show

    Our Transition: Shayle Kann Hands Off the Show

    An announcement: this is Shayle Kann's last episode of the show.

    The Interchange is being handed off to David Banmiller, the global head of strategic banking at Wood Mackenzie.

    In Shayle's final episode, he shares a few words about the history of the show and asks David about his future focus.

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

    • 9 min
    What the Frack Is Happening With Natural Gas?

    What the Frack Is Happening With Natural Gas?

    At the beginning of the pandemic, energy prices crashed. We did an episode of this show trying to figure out how oil prices fell to negative $40 per barrel.

    Times have changed. Oil is up over $100/barrel. But far more acute is what’s happening with natural gas, particularly in Europe and Asia. In the US, natural gas prices have doubled in the last year. But in parts of Europe, the price has risen more than 5 times.

    The disruptions are clear. We're seeing stories of power shortages in China, fertilizer plants being shut down in the UK, and fears about home heating costs in the Northeast US as winter approaches.

    So what the heck is going on? How long might it last? And what does it tell us about the future?

    To answer those questions Shayle turns to Leslie Palti-Guzman, the President of Gas Vista and a non-resident fellow at NYU SPS Center for Global Affairs.

    Shayle and Leslie cover the many demand-side and supply-side issues. Then they talk about what comes next: What does this crisis reveal about the vulnerability of the energy system? And will countries double down on renewables, gas, or both to shore up their resiliency?

    The Interchange is brought to you by Schneider Electric. Are you building a microgrid? With a microgrid you can store electricity and sell it back during peak times. Keep your power on during an outage. Integrate with renewables. Control energy on your own terms. Having built more microgrids in than anyone else, Schneider Electric has the expertise to help.

    The Interchange is brought to you by Bloom Energy. Bloom’s onsite energy platform provides unparalleled control for those looking to secure clean, reliable 24/7 power that scales to meet critical business needs. It eliminates outage and price risk while accelerating us towards a zero carbon future. Visit Bloom Energy to learn how to take charge today.

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

    • 29 min
    Would I Lie to You? (Rebroadcast)

    Would I Lie to You? (Rebroadcast)

    We’re rebroadcasting one or our favorite episodes, called “Would I Lie to You?” 

    We originally ran it right after the 2020 election as a light-hearted distraction during a dark news cycle.

    Shayle Kann gets together with Adam James, the Chief of Staff and Senior Vice President at Energy Impact Partners (where Shayle also works) to play an energy-themed version of the British game show Would I Lie to You?

    Here are the rules:

    Each player selects three energy-related facts or stories. Any number of the three can be lies, and at least one has to be a lie.

    They have to be clear lies, not slight adjustments of the truth.

    The other person can ask three questions, and they must get an answer.

    At the end of the round, the truths and lies are revealed. If the score is a tie, it moves to a penalty shootout where each person offers a fact/story and the other person has to determine whether it is the truth or a lie. If someone misses and the other person gets their next answer right, they win.

    The Interchange is brought to you by Schneider Electric. Are you building a microgrid? With a microgrid you can store electricity and sell it back during peak times. Keep your power on during an outage. Integrate with renewables. Control energy on your own terms. Having built more microgrids in than anyone else, Schneider Electric has the expertise to help.

    The Interchange is brought to you by Bloom Energy. Bloom’s onsite energy platform provides unparalleled control for those looking to secure clean, reliable 24/7 power that scales to meet critical business needs. It eliminates outage and price risk while accelerating us towards a zero carbon future. Visit Bloom Energy to learn how to take charge today.

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

    • 48 min
    Carbon Recycling: Microbes, Jet Fuel and Leggings

    Carbon Recycling: Microbes, Jet Fuel and Leggings

    Shayle has been brewing up an investment thesis around how decarbonization will create stratification in traditional commodity sectors, like chemicals and materials.

    If you can produce the same thing in the same cost range -- but you can do so in a CO2-free or carbon-negative -- you'll reap the rewards.

    Lanzatech is a great test case for that thesis, as well as a great story to tell about the history of this sector. It was founded in 2005 as a biofuels company. Now, it captures industrial waste gasses, such as CO2 and CO, and recycles them into the chemicals used to make everything from plastics to medical supplies to fabric for Lululemon. It has even spun out an entire company focused on jet fuel.

    Shayle talks to CEO Dr. Jennifer Holmgren about carbon recycling and the big dent it could make in global greenhouse gas emissions. They break down the economics of competing with undifferentiated ethanol, jet fuel, and chemicals and the brand interest driving interest in carbon recycling tech.

    Jennifer hints at the potential for applying genetics expertise from medicine to industrial biotechnology; one day Lanzatech hopes to produce acetone, isopropyl alcohol and other valuable chemicals directly from its carbon-eating microbes. She reflects on leading one of the few companies to survive booms and busts of cleantech over the years. And she explains why the Lanzatech team decided not to ask their bacteria to do cartwheels. 

    The Interchange is brought to you by Hitachi ABB Power Grids. Are you building a renewable plant? Looking for a battery energy storage system? Thinking about how to integrate renewables to your grid? Hitachi ABB Power Grids is your choice. 

    The Interchange is brought to you by LONGi Solar, the world’s leading solar technology company. A global market leader, LONGi has unmatched bankability, quality and performance validated by third-party laboratories, and has breakthrough innovation at both the wafer and module level.

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

    • 38 min

Customer Reviews

4.9 out of 5
463 Ratings

463 Ratings

Colonel Sanchez ,

An invaluable pillar of the energy transition

Very grateful to Shayle and Stephen for their tireless work producing quality, cutting-edge content. Such a gift for our industry.

energy ened jss ,

New host… such a disappointment

I loved this show with Shayle Kahn. Super-smart, super-informed analysis. I hoped we’d get something in the same league from the new host. Having listened to first episode, I can say definitively: My hopes are dashed. The guest was interesting, but questions for the guest were not just analytically in-rigorous— they were simply ill-informed. Maybe the host has an area of expertise- but the energy transition does not seem to be it, and I’m not sure why he’s hosting a pod on it.

Back in the MSSR ,

Sad to see Wood Mackenzie Ousting Energy/Climate Journalism

To see Clean Tech Media go first was understandable (we thought), Wood Mac was just reorganizing and internalizing parts of their business.But with this latest shift in our sting of the inner change and the energy gang hosts, it’s no absolutely clear that Wood MacKenzie is only out for their own personal interest, rather than adding meaningful conversation to the energy space (when it is needed now more than ever). They have dismantled the two most meaningful Energy and Climate space podcast discussions, removing an important critical weekly thread that now goes dark in lieu of [fill in the blank Wood MacKenzie person here].

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