164 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 • 390 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.

    Making Sense of the DER Extravaganza

    Making Sense of the DER Extravaganza

    This week: consolidation and cooperation in the distributed energy market.

    Just as federal regulators in the U.S. are making batteries, solar systems, electric cars, generators and other similar resources more valuable in wholesale markets, we’re seeing a new wave of business activity.

    Wood Mackenzie predicts that U.S. distributed energy resource capacity will reach nearly 390 gigawatts by 2025. And a lot of companies are getting in on the action.

    Amazon is jumping deeper into the smart-home game. Generac, one of the top generator companies in the U.S., just made another acquisition to help it manage batteries and pumps and motors and possibly other clean energy resources.

    And Calibrant is a new company being formed by industrial multinational Siemens and MacQuarie Capital, part of the Australian financial services giant. Calibrant will offer businesses and industry and schools and hospitals no-money-down, on-site energy systems known as Energy-as-a-Service.   

    What do all these business moves mean for the future of this market?

    Additional resources:Amazon Blog: Alexa’s New Energy Dashboard (Coming Soon) Greentech Media: Generac Acquires Enbala, Boosting Plan to Harness Behind-the-Meter Energy ResourcesGreentech Media: Siemens and Macquarie Form Calibrant Energy to Tackle Distributed Energy Market


    The Interchange is supported by Schneider Electric, the leader of digital transformation in energy management and automation. Schneider Electric has designed and deployed more than 300 microgrids in North America, helping customers gain energy independence and control, while increasing resilience and reaching their clean energy goals.

    We’re also sponsored by NEXTracker. NEXTracker has more than 30 gigawatts of resilient and intelligent solar tracking systems across six continents. Optimize your solar power plant.

    • 32 min
    Will California’s Gas-Car Ban Boost America’s Flat EV Market?

    Will California’s Gas-Car Ban Boost America’s Flat EV Market?

    California plans to ban new internal-combustion vehicles by 2035. But are electric vehicles ready to take their place?

    We know that there are dozens and dozens more models of electric cars on the market. Ranges are increasing. Consumers like the driving experience. And total costs are creeping downward.

    But America’s electric vehicle market is anemic. Dealers aren’t pushing them. Consumers aren’t demanding them. And there are still very real infrastructure challenges.

    So in this episode, we’re unpacking those trends in the context of California Governor Gavin Newsom’s executive order mandating a halt to new gas-powered cars in 15 years.

    This is a conversation between co-host Shayle Kann and his colleague at Energy Impact Partners, Andy Lubershane. It’s a detailed look at the underlying trends that could complicate California’s plans.

    In this conversation, they touch on the state of the EV transition, the state of the technology and consumer habits, and the impact of lots of EVs on the grid.

    The Interchange is supported by Schneider Electric, the leader of digital transformation in energy management and automation. Schneider Electric has designed and deployed more than 300 microgrids in North America, helping customers gain energy independence and control, while increasing resilience and reaching their clean energy goals.

    We’re also sponsored by NEXTracker. NEXTracker has more than 30 gigawatts of resilient and intelligent solar tracking systems across six continents. Optimize your solar power plant.

    • 43 min
    California's Grab Bag of Climate Risks

    California's Grab Bag of Climate Risks

    In recent weeks, five million acres have burned across California, Oregon and Washington State -- killing dozens, displacing tens of thousands of people, and causing untold damage.

    In California, over three million acres have burned since the start of the year. At the height of the current wildfire outbreak, western cities had the worst air pollution in the world for days.

    It makes the solutions we talk about on this show -- renewables, grid resilience, microgrids, decarbonization -- that much more urgent.

    This week, we’re replaying a conversation that we taped last fall, just after a different round of record fires. It’s Shayle talking with Kate Gordon, the director of the office of planning and research in California. She's also a senior advisor to Governor Newsom on climate.

    Kate details the diverse range of climate risks that California faces -- and how it's impacting every decision the state makes.

    The Interchange is supported by Schneider Electric, the leader of digital transformation in energy management and automation. Schneider Electric has designed and deployed more than 300 microgrids in North America, helping customers gain energy independence and control, while increasing resilience and reaching their clean energy goals.

    We’re also sponsored by NEXTracker. NEXTracker has more than 30 gigawatts of resilient and intelligent solar tracking systems across six continents. Optimize your solar power plant.

    • 37 min
    The Cleantech SPAC Attack

    The Cleantech SPAC Attack

    The market for initial public offerings dropped way down this year. Or did it? There is a surge in activity in a different kind of IPO: a special purpose acquisition company, or SPAC. It’s also known as a reverse merger.

    These are shell companies listed on exchanges with a mission to buy private companies and convert them into public ones.

    According to a tally from Barron’s, there have been 70 IPOs through this method in 2020, with proceeds totaling $27.7 billion.

    It’s creating a path for little-known, pre-revenue cleantech companies to get access to public markets. Does all this frothiness make sense? And why now?

    The Interchange is supported by Schneider Electric, the leader of digital transformation in energy management and automation. Schneider Electric has designed and deployed more than 300 microgrids in North America, helping customers gain energy independence and control, while increasing resilience and reaching their clean energy goals.

    We’re also sponsored by NEXTracker. NEXTracker has more than 30 gigawatts of resilient and intelligent solar tracking systems across six continents. Optimize your solar power plant.

    • 36 min
    Demand Response and California’s Blackouts

    Demand Response and California’s Blackouts

    There are still questions about what exactly caused California’s blackouts during last month’s heat wave. We know that imports were down, natural gas plants tripped off line, and wind generation fell. 

    But what about all those air conditioners, batteries and industrial loads that are supposed to support the grid? What role did they play -- or didn’t they play -- in helping California’s stressed grid?

    We’re going to look at how distributed resources are being used today in different grids around the U.S.

    With us this week is Dr. Elta Kolo, a content lead on the grid edge team at Wood Mackenzie. She’s an expert on utility business models, grid integration, and demand response.

    She’s going to help us understand the technology and market-design landscape for demand response. With California going through another round of grid stresses due to a heat wave and wildfires, this conversation is particularly relevant.

    The Interchange is supported by Schneider Electric, the leader of digital transformation in energy management and automation. Schneider Electric has designed and deployed more than 300 microgrids in North America, helping customers gain energy independence and control, while increasing resilience and reaching their clean energy goals. 

    We’re also sponsored by NEXTracker. NEXTracker has more than 30 gigawatts of resilient and intelligent solar tracking systems across six continents. Optimize your solar power plant.

    • 38 min
    Why Trump’s Energy Dept Squashed a Supergrid Report

    Why Trump’s Energy Dept Squashed a Supergrid Report

    This week: how an innocuous grid-modeling project became a threat to Trump’s efforts to save coal -- and then languished inside the Department of Energy.

    It’s one of many pieces of research that have been suppressed by the current administration.

    What is the study? What does it tell us about the systematic dismantling of government under Trump? What are the implications for a cleaner grid?

    Journalist Peter Fairley joins us to talk about his investigation, which was a collaboration between InvestigateWest and The Atlantic. 

    The Interchange is brought to you by Stem, a global leader in artificial intelligence-driven energy storage services. By combining advanced energy storage solutions with Athena, a world-class AI-powered analytics platform, Stem enables customers and partners to optimize energy use by automatically switching between battery power, onsite generation and grid power. Find out more. 

    The Interchange is also brought to you by GTM Creative Strategies. You’ve got a story to tell, and we’re here to help you tell it, including custom podcasts. GTM Creative Strategies leverages unmatched editorial credibility, top creative minds and seasoned analysts to drive unparalleled brand awareness that puts you ahead of your competitors. Find out more.

    • 22 min

Customer Reviews

4.9 out of 5
390 Ratings

390 Ratings

Electrical Enginerd ,

You complete me!

Ok, not really, but this is a great podcast if you want to keep your ear to the tracks regarding cleantech.

jmsjolly ,

Decarb Draft - the money edition

I’m thinking Shayl has you beat Stephen!

AmyZ1904 ,

Interesting and informative

If you’re interested in energy or clean tech / climate change, this is the podcast for you!

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