Episodios

  • The business case for solar power in the US energy transition
    Aug 16 2024

    Solar power is the fastest growing source of electricity in the US. But as adoption of solar and other renewable power generation grows, developers are facing new realities when it comes to financing projects and setting expectations about their returns.

    In this episode, guest Sheldon Kimber, founder and CEO of independent power producer Intersect Power, speaks with correspondent Camellia Moors about the business case for solar power development in the US, some of the policies surrounding the industry, and solar power’s role in the US energy transition.

    Subscribe to Energy Evolution to stay current on the energy transition and its implications. Veteran journalists Dan Testa and Taylor Kuykendall co-host the show, which routinely features regular correspondents Camilla Naschert and Camellia Moors.

    Más Menos
    36 m
  • What it means to be green: Steel market lacks consensus on what low-carbon looks like
    Aug 9 2024

    “Green steel” is becoming an increasingly desirable product around the world as more end users establish decarbonization goals and legislation like the EU’s carbon border adjustment mechanism (CBAM) goes into effect. But with no single definition, steel market participants are having to come up with their own standards as they pursue lower-carbon steelmaking.

    In this episode, Laura Varriale, managing editor of the ferrous metals team, EMEA, at S&P Global Commodity Insights and Guido Kerkhoff, management board chairman and CEO of the European unit of German steel service company Klöckner & Co., talk about the state of the European and US green steel markets, challenges and advancements, and how steel trading might be affected by CBAM and the decarbonization drive.

    Subscribe to Energy Evolution to stay current on the energy transition and its implications. Veteran journalists Dan Testa and Taylor Kuykendall co-host the show, which routinely features regular correspondents Camilla Naschert and Camellia Moors.

    Más Menos
    43 m
  • Direct air capture may sound like science fiction, but investors are taking it seriously
    Aug 2 2024

    Vacuuming CO2 out of the atmosphere may be possible, but at a cost of nearly $1,000 per metric ton of carbon captured and stored. Nevertheless, direct air capture is attracting serious investment from the US government, oil and gas companies and Microsoft. In this episode of Energy Evolution, hosts Taylor Kuykendall and Dan Testa and reporter Siri Hedreen discuss what the public and private sectors are doing to make this nascent technology a large-scale commercial reality.

    First, they hear from the Bipartisan Policy Center’s Sasha Mackler on why direct air capture is a worthy investment, and why now. Next, Heirloom Carbon Technologies’ Max Scholten tells S&P Global Commodity Insights what the company is doing to lower the cost of carbon removal. Scholten also explains how clean electricity is a limiting factor, and how Heirloom’s technology design attempts to solve for the intermittency of wind and solar energy.

    Subscribe to Energy Evolution to stay current on the energy transition and its implications. Veteran journalists Dan Testa and Taylor Kuykendall co-host the show, which routinely features regular correspondents Camilla Naschert and Camellia Moors.

    Más Menos
    15 m
  • Unintended consequences: When politicians reshape utility regulation
    Jul 26 2024

    In this episode of Energy Evolution, host Taylor Kuykendall and S&P Global Commodity Insights climate and energy reporter Karin Rives discuss the increasing involvement of state lawmakers in electric utility regulations and their impact on the power industry and ratepayers.

    Guests on today's show are Lillian Federico, a research director with Commodity Insights, California state Senator Josh Becker and Paul Alvarez with the consulting firm Wired Group.

    They highlight how the energy transition and concerns over climate change have prompted lawmakers to shape energy policy, disrupting the traditional relationship between regulators, politicians and ratepayer advocates.

    The episode explores various cases where legislators have pushed for utility investments, resulting in unintended consequences and financial burdens for ratepayers. It also examines the challenges of regulatory lag and the uncertainty created by swings in policy.

    Subscribe to Energy Evolution to stay current on the energy transition and its implications. Veteran journalists Dan Testa and Taylor Kuykendall co-host the show, which routinely features regular correspondents Camilla Naschert and Camellia Moors.

    Más Menos
    16 m
  • Climate tech as economic driver — a chat with former US Commerce Secretary Bill Daley
    Jul 19 2024

    In this episode of the Energy Evolution podcast, host Taylor Kuykendall interviews William "Bill" Daley, who was White House Chief of Staff under President Barack Obama and Commerce Secretary during the administration of President Bill Clinton. Daley joined Taylor to discuss the role of climate technologies in driving economic growth and job creation. Daley explained the work of Crux Climate, a sustainable finance technology company, and how they facilitate the transferability of energy credits. He also emphasized the need for government support and investment in advanced manufacturing and new energy sources. Daley also highlighted the opportunities for economic development in various sectors, including solar, wind, batteries, hydrogen and nuclear energy. Daley also addressed the role of large organizations in the climate technology space and the importance of a balanced approach to energy sources.

    Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.

    Más Menos
    22 m
  • Five years later, looking back at the Berkeley gas ban
    Jul 12 2024

    In this episode of Energy Evolution, host Taylor Kuykendall is joined by Tom Dichristopher, senior reporter at S&P Global Commodity Insights, to discuss the movement to ban new gas hookups and require all-electric construction for new buildings.

    In 2023, a court struck down a gas ban in Berkeley, California, which was the first of its kind in the nation. The decision came as part of a legal settlement with the California Restaurant Association, and Berkeley will no longer enforce the ban while it goes through the process of repealing it.

    The court opinion that led to the settlement is expected to set a precedent for other cities and counties in California and West Coast policymakers to reconsider their own gas bans and building electrification policies. Despite the repeal in Berkeley, many cities in California have implemented their own versions of gas bans, and there is still momentum to transition buildings away from natural gas in several states.

    Local areas are exploring options to strengthen building codes and encourage electrification without violating federal energy laws.

    Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.

    Más Menos
    26 m
  • So you want to buy an EV: Moving past adoption barriers
    Jul 5 2024

    Electric vehicles are growing in popularity in the US, but purchasing one can come with a host of hurdles to navigate, from tax credits to charger availability.

    In this episode of Energy Evolution, correspondent Camellia Moors interviews Bryan Birsic, CEO of Motor, about the challenges faced by EV drivers and headwinds to wider EV adoption. Backed by The AES Corp. and Mitsubishi Corp., Motor provides services designed to help drivers discover, switch to, and stick with EVs.

    Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.

    Más Menos
    17 m
  • As the EU cracks down on 'forever chemicals,' is the energy sector prepared?
    Jun 28 2024

    Also known as 'forever chemicals', PFAS materials can be found in frying pans and rain coats, but also in hydrogen electrolyzers and batteries.

    After a group of countries proposed a ban on PFAS chemicals in the EU in 2023, legislators are expected to restrict their use.

    On this episode, correspondent Camilla Naschert hears from scientists Christina Jönsson (Research Institutes of Sweden) and Karsten Pinkwart (Fraunhofer Institut) about how this ban could work and what the energy sector now needs to consider in preparation.

    Gerardo Familiar of chemicals giant and PFAS maker Chemours argues that the compounds are crucial for the energy transition and that a blanket ban has to be avoided.

    Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.

    Más Menos
    28 m