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51 minutes | 4 days ago
Jigar Shah Has $40 Billion. What Will He Do With It?
The US Department of Energy’s Loan Programs Office might be the most talked about -- and yet least understood -- part of the federal government’s efforts to support climate tech. It has already invested more than $35 billion in everything from Tesla's first big factory to the first two nuclear reactors to begin construction in the U.S. in more than 30 years. It was crucial in getting the first multi-hundred-megawatt solar projects ever developed off the ground.Today it has more than $40 billion of available loan capacity to throw at the next wave of climate technologies to scale.And now, as of a couple months ago, it has Jigar Shah as the director. Previously, Jigar was the co-founder and president of Generate Capital. He also founded SunEdison. And, of course, he is the former co-host of our sister podcast The Energy Gang. Jigar believes we have the technologies we need to put us on the right path toward decarbonization today. And further, that those technologies aren't as risky as the capital markets make them out to be.Therein lies the arbitrage opportunity Jigar has pursued his whole career. And now he's got $40 billion of federal dollars to test it in a whole new arena.In this episode, Shayle and Jigar break down the role of the Loan Programs Office and the specific financial products it offers. The backing of the federal government comes with the unique opportunities -- namely to move way faster on market opportunities than traditional debt markets can. But as Jigar explains, it comes with key limitations too.They also cover the technology sectors that Jigar sees opportunities in -- everything from green hydrogen to small modular nuclear to virtual power plants. And they highlight the stage of companies and types of projects the office might be uniquely suited to support.Plus, Jigar names the ideas he’s waiting to see (but that no one has pitched to him yet). The Interchange is brought to you by Smarter Grid Solutions, a leading enterprise energy management software company. Find out how Smarter Grid Solutions’ software can give you real control over your clean energy assets.
61 minutes | 13 days ago
Pathways to Transforming Heavy Industry
There are few areas harder to decarbonize than heavy industry. But the stakes are high. Altogether, industry represents over 30% of global GHG emissions, when counting both direct process emissions and industrial energy use.It’s also a huge opportunity for innovation. This week, Shayle talks with Rebecca Dell, the Director of the Industry Program at The Climateworks Foundation, about the technologies that might transform cement, steel and petrochemicals. Shayle and Reecca go industry by industry, examining the pathways to decarbonization. They cover a range of technologies, including carbon capture and storage, alternative chemistries, recycling, hydrogen and biomass, among others. And finally, Rebecca breaks down how we might create demand for low-carbon industrial materials. The problem is that shifting to decarbonized alternatives might massively increase the cost of these commodities -- probably not what the owner of a steel forge, plastics plant or cement kiln is particularly excited to invest in. But as Rebecca argues, we may be looking through the wrong end of the telescope. For more on Rebecca’s research, check out her report Build Clean: Industrial Policy for Climate and Justice.The Interchange is brought to you by Smarter Grid Solutions, a leading enterprise energy management software company. Find out how Smarter Grid Solutions’ software can give you real control over your clean energy assets.
57 minutes | 19 days ago
Where Will Big Money Be Made in Climate Tech?
There’s money to be made in climate tech, broadly defined. But where exactly?As investment pours into climate tech, it’s true that a rising tide lifts all boats. But in markets -- especially fast-changing markets, like batteries, hydrogen, carbon capture, just to name a few -- those boats don't all get the same lift. Certain parts of the value chain, from upstream mining or manufacturing to downstream deployment models, are far better places to build a business than others. These profitable niches can be thought of as profit pools. And to make it more complicated, those profit pools shift over time. So it might be a great time to be in the manufacturing business. But just a few years later, it may be the worst place to be.This week, Shayle and Nat Bullard, Chief Content Officer at Bloomberg New Energy Finance, try to predict where those profit pools might show up.They examine historical examples, namely wind and solar, where profit pools have shifted from manufacturing to servicing. Along the way, they note some of the winners and losers of those shifts.Then they turn to the less-mature technologies, focusing on batteries, hydrogen, direct air capture, and carbon accounting. They discuss what lessons can (and cannot) be applied from the earlier generations of climate technologies.Within these spaces they cover entrepreneurs in this space may be wondering: When should I specialize vs. vertically integrate? Why do investors keep telling me to get out of the commodity business?Get your swim suits on. It’s time to dive into profit pools.The Interchange is brought to you by Smarter Grid Solutions, a leading enterprise energy management software company. Find out how Smarter Grid Solutions’ software can give you real control over your clean energy assets.
21 minutes | 22 days ago
An Island’s Path to 100% Renewables [Special Content From Wärtsilä]
The grid of the future lies 850 miles off the coast of Portugal, on an island in the Azores called Graciosa.The island has always been dependent on fossil fuels. But in 2018, that changed. That’s when a group of developers kicked off a hybrid wind-solar-battery storage power plant to slash diesel consumption.The plant consists of 1 megawatt of solar, 4.5 megawatts of wind, and a 6 megawatt/3.2 megawatt-hour energy storage system.The power plant has changed Graciosa’s energy mix. In 2020, there were 128 days when the island was entirely powered by renewable energy. And Graciosa is now saving 190,000 liters of diesel fuel per month. One of the reasons: a piece of control software installed by Wärtsilä, called GEMS. It uses machine learning to balance the renewables and storage on Graciosa’s grid with inputs from meters, heating and cooling systems, and weather forecasts. And GEMS is helping grids across the world balance high amounts of variable renewables with energy storage.In this episode, we’ll talk with Duarte Silva, the engineer who oversees the island’s power system.We’ll also talk with Luke Witmer, a data scientist who manages R&D for Wärtsilä’s energy dispatch systems. Wärtsilä creates smart, flexible power technologies to enable a cleaner grid and put the world on a path to 100% renewable energy. They’re helping clients worldwide meet their clean energy goals in an efficient and cost-effective way. Learn more about how Wärtsilä helped the island of Graciosa transform the grid with the GEMS software.
51 minutes | a month ago
Can Computers and Math Save the Climate? (Rebroadcast)
This week: artificial intelligence, machine learning, and the many ways they can decarbonize the economy.From optimizing buildings to modeling new industrial processes to better managing the grid, AI and machine learning are core to many technology strategies for addressing climate change.So how, exactly, will they be implemented? And what problems can they solve?With us is Priya Donti, a PHD student at Carnegie Mellon University. Her work is focused on machine learning, grid systems and climate change. She is also the co-chair of Climate Change AI, a group of academics and practitioners looking at machine learning as a decarbonization tool.This episode was originally broadcast in February 2020.The Interchange is brought to you by Smarter Grid Solutions, a leading enterprise energy management software company. Find out how Smarter Grid Solutions’ software can give you real control over your clean energy assets.
48 minutes | a month ago
The Magnitude of 24/7 Zero-Carbon Energy
In 2017, Google became the first major company to reach 100% renewable energy through corporate renewables procurement. But it was also the first major company to acknowledge that 100% renewable is not really 100% carbon-free. So Google set out to go further, and match procurement on an hourly basis, to reach the promised land of 24/7 zero carbon energy.It's going to be hard. But Michael Terrell, Google’s Director of Energy, thinks it’s doable. In this episode, Michael talks with Shayle about how it could even become a new norm for corporate and state commitments.But first: What will it take to get there?Shayle and Michael cover the datasets, the accounting mechanisms, and the massive scale of transactions needed to make it possible. They break down about Google’s efforts to shift computing load across its fleet of data centers. They talk about the power of corporate buyers to push policymakers to clean up grids.Where current clean technologies fall short, Google is looking at new technologies to fill in the gaps. They talk about that lineup of potential solutions, such as long-duration storage, carbon capture and storage, geothermal, advanced nuclear, and lithium-ion batteries. And finally they tackle cost and scalability: Will organizations without the capital and expertise that Google enjoys be able to follow its lead?The Interchange is brought to you by Smarter Grid Solutions, a leading enterprise energy management software company. Find out how Smarter Grid Solutions’ software can give you real control over your clean energy assets.
37 minutes | a month ago
Why We Underestimate Clean Energy Cost Declines
In 2010, solar modules cost a little over $2 per watt. Many people questioned whether solar costs could come down another 50%.Well, here we are today with solar modules well below 50 cents per watt, far cheaper than most expectations. And it wasn’t some breakthrough revolutionary technology -- it’s been the crystalline-silicon solar panel the whole time.History has a tendency to repeat itself. Our guest, Jessika Trancik, an associate professor at MIT’s the Institute for Data, Systems, and Society, published research earlier this month showing, quantitatively, that lithium-ion batteries have been repeating history and get cheaper, faster, than nearly anyone anticipated. This matters because it could happen again. The obvious next candidate is hydrogen electrolysis, where experts are saying we might be able to reach the promised land of $1 per kilogram by the end of this decade. Jessika and Shayle dug into her findings around batteries to see what broader lessons we could learn. We also talked about some other, related and fascinating research she’s done to examine what it will take to reach mass-market EV adoption.The Interchange is brought to you by Smarter Grid Solutions, a leading enterprise energy management software company. Find out how Smarter Grid Solutions’ software can give you real control over your clean energy assets.
41 minutes | 2 months ago
Oil Majors in a Post-Covid World
The oil majors are slowly recognizing that in a decarbonized world their fundamental business is going to have to change. So what are they thinking? Where are they deploying resources -- and not deploying resources? Ed Crooks is the right person to ask. He’s our oil major whisperer. He Vice Chair for the Americas at Wood Mackenzie.Last time we had him on the show was in May of 2020 when the pandemic-driven collapse of oil demand sent key oil prices negative.Ed talks with our host Shayle Kann about the rebound since then and how oil and gas companies are using this new influx of cash.They discuss the longstanding differences between American and European oil majors: The Europeans are more aggressive on new energy investments; the Americans are more conservative. Does this distinction still hold, even under the rising pressure of shareholders, employees and governments on these companies to take climate action? And if they’re not going to invest directly in renewables and power, how will their business models change in a decarbonized world? Shayle and Ed talk about what it would mean to become a “carbon management company.”They also talk about the differences between 1.5- and 2.0-degrees-celsius worlds and what each would mean for oil and gas companies.Finally, they read the tea leaves on carbon pricing. Does the Biden administration’s aggressive stance on climate change the political chances of legislation in the U.S.?
33 minutes | 2 months ago
What Does a 'Climate Resilience Director' Do?
Heather Rock joined PG&E as director of climate resilience in 2018 -- just two weeks before a faulty PG&E line sparked the most destructive wildfire in U.S. history. It’s hard to imagine a more complicated or politically-charged role.Back in November 2019, our host Shayle made a bet. In a Medium post called “The World around Us,” he wrote: “I think we’re on the cusp of a cultural transformation, one in which the idea of investing in resilience gains mainstream status for anyone who owns something worth protecting.”Heather is one of the people trying to bring a culture of climate resilience into the mainstream.We desperately need it. Hurricanes, wildfires, winter storms, sea level rise, floods and heat waves, among other threats, have exposed the incredible fragility of our infrastructure and underlined the dire need to bake climate resilience into every utility’s decision-making processes.So how exactly do we do it? In this episode, Heather and Shayle talk about the tools organizations need -- namely new models and data supported by our national labs and agencies like NOAA. But they also identify some of the cultural barriers to adopting these tools, plus how to overcome them. The Interchange is a production of Post Script Audio in partnership with Wood Mackenzie.
42 minutes | 2 months ago
Are Batteries at a Turning Point?
Imagine a battery that costs less than half of today's costs, can charge a vehicle in less than ten minutes, run for ten or more years with heavy usage, lasts over a million miles, and is produced with abundant raw materials found all over the world.None of those things are true of today's lithium-ion batteries. But our guest this week, Gene Berdichevsky, predicts that will change in the next decade.Gene was the seventh employee at Tesla and is now the co-founder and CEO of Sila Nanotechnologies, one of the biggest players in the battery space.Our host Shayle Kann, a partner at the venture capital firm Energy Impact Partners, talks with Gene about new battery designs and chemistries that are hitting the market right now. By themselves, these advances are incremental. But taken together, they could usher in the kinds of batteries that would revolutionize the grid. Gene and Shayle cover the fundamental tradeoffs between key battery features, namely energy density, charging speed, cost and longevity. They also talk about more sustainable raw materials, battery recycling, the limits of new investment in this space, and why Gene believes that existing big players will continue to dominate, while the new entrants face an uphill battle. The Interchange is a production of Post Script Audio in partnership with Wood Mackenzie.
47 minutes | 2 months ago
The State of Climate Tech Investing
Two years ago, we made an episode called “Cleantech Venture Capital Is Back.” After a decade in the wilderness, the world of climate tech has experienced a resurgence of investment and early-stage innovation. So much has happened since then -- an election, a stimulus, low interest rates, SPACs, corporate commitments, and an explosion of advocacy around climate.So where is the climate tech investment space now?We check in with Abe Yokell, our guest from that February 2019 episode. He’s a managing partner at Congruent Ventures. He talks with our host Shayle Kann, who is a partner at Energy Impact Partners. They talk about the persistent problem of access to capital for some early stage climate tech startups, SPACs, the Mr. Burns Test, and which technologies are underhyped or overhyped.The Interchange is a production of Post Script Audio in partnership with Wood Mackenzie.
49 minutes | 3 months ago
How to Strip Carbon From the Atmosphere
Leading climate models point to a sobering reality: Even if the world’s economy reaches net zero emissions by midcentury, we will still have too much CO2 in the atmosphere. And so if we have to not just emit less, but remove greenhouse gases from the atmosphere, how do we do it?Today we dive into carbon dioxide removal, or CDR. It’s an increasingly diverse and vibrant technology landscape, with some fundamental business model questions yet to be answered.To take stock of this space, we spoke to Sarah Sclarsic, a carbon removal researcher at MIT with business acumen to boot: She co-founded the mobility company Getaround. She’s now an investor and on the boards of two SPACs (one of which took XL Fleet public).We survey the existing technologies, ranging from the old school, like planting trees, to the novel, like direct air capture. And then we take a dive into some theoretical bioengineering approaches. Sarah argues that we already use powerful biotech tools for medicine and food. She shares her research on the potential to apply these biotech approaches to CDR, laying out what these technologies might look like, such as bioengineering microbes to assist with enhanced rock weathering or cultivating fields and fields of carbon-locking cassava.The Interchange is brought to you by the Yale Program in Financing and Deploying Clean Energy. Through this online program, Yale University is training working professionals in clean energy policy, finance, and technology, accelerating the deployment of clean energy worldwide, and mitigating climate change. To connect with Yale expertise, grow your professional network, and deepen your impact, apply before March 14, 2021.
43 minutes | 3 months ago
How to Decarbonize Natural Gas
Last summer a record-setting heat wave in California caused rolling blackouts throughout the state. This week, a record-setting freeze knocked out power for millions of people in Texas and the Midwest.It’s too early for a post-mortem on what happened, but we know that the cold affected all fuel sources, most of all natural gas. Wellheads and gas lines froze. Gas supplies were diverted to residential heating rather than power. This slice of the problem underscores how deeply we still rely on natural gas.It is arguably the most important current source of energy in the U.S. and many parts of the world. Most long-term net zero projections phase out natural gas, but it’s going to be with us for decades, particularly in heavy industry.So what do we do with it in the meantime? How do we tackle natural gas emissions and ultimately phase out natural gas in heavy industry?We spoke to an expert in this space: Cate High, a principle at RMI (formerly Rocky Mountain Institute). Last year she wrote a report called “The Role of Gas in the Energy Transition.” Now she’s working on RMI’s Mission Possible Partnership, which aims to decarbonize heavy industries.Shayle and Cate talk about the rapidly changing emissions detection space, differentiated gas, and the many different colors of hydrogen. The Interchange is brought to you by the Yale Program in Financing and Deploying Clean Energy. Through this online program, Yale University is training working professionals in clean energy policy, finance, and technology, accelerating the deployment of clean energy worldwide, and mitigating climate change. To connect with Yale expertise, grow your professional network, and deepen your impact, apply before March 14, 2021.
42 minutes | 3 months ago
All Finance Is ‘Climate Finance’
Climate change has gone macro -- as in macroeconomics. It’s not just an environmental, health and justice issue. It has become an economic imperative for financial analysts, finance ministers and the biggest asset managers in the world.For the second year in a row, Blackrock CEO Larry Fink singled out climate change as the biggest priority for the world’s largest asset manager: “I believe that this is the beginning of a long but rapidly accelerating transition – one that will unfold over many years and reshape asset prices of every type,” he wrote in his 2021 letter.Over many years, “alternative energy” just became “energy.” In the near future, will “climate finance’ just become “finance?” This week, we have the exact right person to run through this: Kate Gordon, the Director of the Office of Planning and Research for California Governor Gavin Newsom. She's also senior advisor to the governor on climate. Kate has been on the show before. She was one of the founders of the Risky Business Project, which was among the first ambitious projects to calculate climate risk and infuse it into financial systems. As you'll hear in her conversation with Shayle Kann, she's thinking about how this will all play out in the world of money every day.The Interchange is brought to you by the Yale Program in Financing and Deploying Clean Energy. Through this online program, Yale University is training working professionals in clean energy policy, finance, and technology, accelerating the deployment of clean energy worldwide, and mitigating climate change. To connect with Yale expertise, grow your professional network, and deepen your impact, apply before March 14, 2021.
45 minutes | 3 months ago
What Could Dethrone Solar in Home Energy?
Solar scaled first to become king in residential smart energy. But as other residential DER tech has advanced -- EVs, batteries, smart panels, and so forth -- has solar been dethroned as the anchor product in this space? We’ll walk with Arch Rao, the CEO of Span, about the biggest technological changes underway in home energy.How should we sell and manage distributed energy resources?Who buys them, and what do we actually do with them?What will scale to the mass market?How will consumers interact with their DERs?Span is a startup making a new kind of smart electrical panel. It just raised a $20m VC round and announced an integration with Alexa. Prior to Arch, helped lead the product team at Tesla that built and launched the Powerwall.The Interchange is brought to you by the Yale Program in Financing and Deploying Clean Energy. Through this online program, Yale University is training working professionals in clean energy policy, finance, and technology, accelerating the deployment of clean energy worldwide, and mitigating climate change. To connect with Yale expertise, grow your professional network, and deepen your impact, apply before March 14, 2021.
16 minutes | 3 months ago
Covid Gave Us a Glimpse of the Future [Special Content from Wartsila]
What if we could see into the future? In 2020, we got our clearest view yet.Last March, lockdowns swept across Europe, forcing an eerie silence on some of the world’s most iconic and bustling cities. It caused a steep drop in electricity consumption -- putting pressure on thermal generators and giving renewables a greater share of the generation mix.“And all of that has really provided us a bit of a glimpse of the future to a time where we will have much more flexible supply on the system and renewables will be consistently taking a much greater share of the market,” says Tom Heggarty, a principal analyst at Wood Mackenzie.The covid crisis proved that the European grid can handle large amounts of renewable energy -- at levels we didn’t expect to see for another five to ten years. So how do we take this knowledge and game out the future? For more answers, we turn to Jyrki Leino, a senior manager for business development at Wärtsilä. “We kind of stepped to the future right away. We saw the systems in a situation where in normal conditions would be in five or 10 years time,” he says.Jyrki and his team at Wärtsilä wanted to help answer some simple questions: what happens to European power markets if the trends we saw during covid persist? And what happens if renewables are meeting nearly all load? So they built an open-data test environment, called the Wärtsilä Energy Transition Lab or WET Lab. It’s like a fact-based choose-your-own-adventure for energy geeks. Or a crystal ball.In this episode, brought to you by Wartsila, we look into that crystal ball. Check out Wärtsilä's Energy Transition Lab to see the impact of Covid-19 on energy markets, and for clues about Europe’s clean energy transition. It’s an open-source data set that anyone can use.
45 minutes | 3 months ago
Deep Decarbonization: Infinity War
What technology will become the dominant means of decarbonizing each part of the economy?The pattern we see now — and that we expect to continue over the coming couple decades — is a series of battles between consistent contenders: electricity, hydrogen and carbon capture. Electricity is hitting its stride. The power sector is getting cleaner, and electrification is spreading to light duty vehicles and even residential boilers. But electricity actually has only a 20% market share of all energy end uses. So what do we do with the remaining 80%?These are tough-to-decarbonize arenas that rely on hard-to-replace fossil fuels: heavy duty vehicles, aviation, maritime shipping, chemical manufacturing, iron and steel. Shayle called up Andy Lubershane, Senior Vice President of Research & Strategy at Energy Impact Partners to game it out. Andy has been writing about the potential phases of the energy transition and the roles these three technologies could play in different sectors. Andy and Shayle got the inspiration for Deep Decarbonization Infinity War from Andy’s love of games. He not only uses games as a tool to think about the energy transition, but is actually in the process of creating his own board game. It’s Deep Decarbonization: Infinity War. Let’s go.The Interchange is brought to you by the Yale Program in Financing and Deploying Clean Energy. Through this online program, Yale University is training working professionals in clean energy policy, finance, and technology, accelerating the deployment of clean energy worldwide, and mitigating climate change. To connect with Yale expertise, grow your professional network, and deepen your impact, apply before March 14, 2021.
37 minutes | 4 months ago
'Too Much' Wind and Solar Is a Feature, Not a Bug
We are going to build a lot more wind and solar over the coming decades. It will inevitably lead to oversupply of these resources on the grid. But is that a good thing?That’s the focus of this week’s show, featuring a conversation between Shayle Kann and Columbia University's Melissa Lott.The stars have aligned for a rare win-win-win situation: Solar and wind are popular with politicians; they’re popular with customers; and they’re often the lowest-cost resource, making them an attractive bet for investors.As we build more solar and wind, many regions will start to look like California does on a sunny spring day, or like West Texas does on a windy night: power prices drop to zero or below, producers curtail excess electricity, creating the dreaded "overproduction” of renewables.So what do we do with all this carbon-free power?We asked Melissa Lott and it turns out quite a lot! She argues that renewable oversupply can actually be a feature of the grid, not a bug (even if it causes some minor pests along the way). There are all kinds of new resources we can harness with excess wind and solar. Melissa is a Senior Research Scholar at Columbia Center on Global Energy Policy and she and her colleague, Julio Friedman, wrote a paper laying out the case for intentionally overbuilding capacity — and thus intentionally creating oversupply. They lay out a framework for figuring out what to do with intermittent excess energy and zoom in on a case study in New Zealand.What happens when an aluminum smelter — one that uses a whopping 12% of the county’s annual demand and is powered largely by hydroelectric power — closes down? It was one decarbonization modeler’s dream. The Interchange is brought to you by the Yale Program in Financing and Deploying Clean Energy. Through this online program, Yale University is training working professionals in clean energy policy, finance, and technology, accelerating the deployment of clean energy worldwide, and mitigating climate change. To connect with Yale expertise, grow your professional network, and deepen your impact, apply before March 14, 2021.
59 minutes | 4 months ago
Paths to Net-Zero Emissions by 2050
Net-zero commitments went mainstream in 2020. There are now 22 regions, 452 cities, and over 1,100 companies with revenues over $11 trillion that have pledged to bring emissions to net zero by middle of the century. In 2021 we’re going to spend a lot of time working backward from that. We’ll be trying to understand the pathways to get to net zero and what it means for today — for the technology and business of decarbonization.That brings us to this week’s guest: Jesse Jenkins, a professor of mechanical and aerospace engineering at Princeton. He’s a well-known expert energy-systems modeler.Last month Jesse and a team of colleagues at Princeton came out with a massive study called Net-Zero America that examines five pathways for the U.S. to decarbonize the entire economy.Even without reading the report, you can probably guess some of the headlines: More renewables. More transmission. Electrify transportation. Carbon capture and carbon removal. But there are some other conclusions that are less obvious.As more and more renewables come online, how will biomass, fossil fuels and hydrogen will fit into the multiple pathways to transition? We also examine the chicken-and-the-egg problem of CO2 transportation and CO2 conversion. And we ask: How much are these massive transition scenarios going to cost, and who’s paying?The Interchange is brought to you by the Yale Program in Financing and Deploying Clean Energy. Through this online program, Yale University is training working professionals in clean energy policy, finance, and technology, accelerating the deployment of clean energy worldwide, and mitigating climate change. To connect with Yale expertise, grow your professional network, and deepen your impact, apply before March 14, 2021.We're also brought to you by Nextracker. Nextracker is building connected power plants of the future by integrating new solar technologies, storage and advanced control software. At the end of the show, we’ll feature part 3 of our series on the future of solar technologies with Nextracker CEO and industry veteran Dan Shugar.
44 minutes | 5 months ago
The Virtuous Climate Tech Cycle of 2020
It’s been a great year for "climate" oriented public companies. Virtually every clean energy or climate company has dramatically outperformed market indices and most now have record-high equity value. So what's going on here? And what might it mean for the next generation of climate technology companies?In this final episode of the year, Host Shayle Kann talks with Sameer Reddy, a partner at Energy Impact Partners.Sameer sits on the board of companies like Arcadia Power, Opus One, and Enchanted Rock. And he, like us, has been marveling over this public market madness and thinking about what it might mean. Shayle and Sameer discuss the state of the market, the factors driving stock prices upward, historical challenges in the sector, and what could go wrong.We're brought to you by Nextracker. Nextracker is building connected power plants of the future by integrating new solar technologies, storage and advanced control software. At the end of the show, we’ll tell you about some really important tech trends in solar with Nextracker CEO and industry veteran Dan Shugar.Support for The Interchange comes from Trina Solar, a global leader in PV modules and smart energy solutions. With decades of industry recognition and awards, Trina Solar is committed to delivering reliable and fully bankable solar technology to the world. Download the free TrinaPro Solution Guide Book on how to optimize utility-scale solar projects.The Interchange is brought to you by S&C Electric Company. Today, non-wires alternatives such as microgrids can provide more sustainable, resilient and economical ways to deliver reliable power. S&C helps utilities and commercial customers find the best solutions to meet their energy needs. Learn more.
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