Interchange Recharged podcast

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37:43

Let’s talk about the three things women are told not to do: negotiate, network unapologetically, and say no like we mean it. Most of us have been programmed to default to yes—to the point that we feel guilty saying no, even when it’s the most obvious answer. And when we do say no? We often soften it, explain it away, and sugarcoat it so much that it barely sounds like a no at all. Kathryn Valentine—CEO of Worthmore Strategies and corporate badass helping companies retain and promote female talent—is here to flip that script. With experience advising Fortune 100s and dropping knowledge in places like HBR and Fast Company, Kathryn knows exactly how women can claim their worth, own their voice, and not feel bad about it. From salary talks to schedule shifts, from asking for more to turning down what doesn’t serve you, this episode is your reminder: your power doesn't come from being liked. It comes from knowing what matters and having the guts to go after it. Kathryn even drops her epic list of 76 things you can negotiate (yes, SEVENTY-SIX). So if you've ever softened your no or stayed silent in a meeting, this one’s for you. Connect with Kathryn: Website: www.worthmorestrategies.com 76 Things You Can Negotiate: www.76things.com Related Podcast Episodes: The Hard Truths Of Entrepreneurship with Dr. Darnyelle Jervey Harmon | 313 Toxic Productivity with Israa Nasir | 254 Be A Likeable Badass with Alison Fragale | 230 Share the Love: If you found this episode insightful, please share it with a friend, tag us on social media, and leave a review on your favorite podcast platform! 🔗 Subscribe & Review: Apple Podcasts | Spotify | Amazon Music Learn more about your ad choices. Visit megaphone.fm/adchoices…

Interchange Recharged

maison des série•Feed

Clean tech, green finance and energy innovation are the three lanes on the road to a successful global energy transition. At the intersection of these lanes is a place where ideas on finance, technology and policy are shared and debated. That intersection is Interchange Recharged.

Sylvia Leyva Martinez, principal analyst at Wood Mackenzie, invites visionaries, entrepreneurs, policy-makers and energy analysts to explore the newest developments in renewable technology, explain the ideas on global energy policy that could accelerate the energy transition, and identify new funding and financial models that could solve the biggest challenges we face on the way to net zero.

Sylvia and her guests bring you data and forecasts on clean technology, climate science, and offer predictions on the build out of utility-scale projects and the future of green finance.

What impacts do the annual UN Conference of the Parties have on decarbonisation goals and climate change? What will COP30 bring? What’s happening in global EV adoption and development? What’s the forecast for solar energy, one of the major success stories of renewable energy in the last ten years? What does the data tell us about the future of hydrogen, of nuclear, or of low-carbon power? These are examples of the insights and detailed analyses you can expect bi-weekly on Tuesdays at 7am ET.

If you like The Energy Transition Show, Catalyst with Shayle Kann, The Big Switch from Columbia University, Open Circuit with Jigar Shah or The Green Blueprint, you’ll enjoy Interchange Recharged.

Want to get involved with the show? Reach out to podcasts@woodmac.com to:

Bring Sylvia and Interchange Recharged to your event

Be a guest on the show

Sponsor an episode

Ask a question to Sylvia or one of our guests

Check out another leading clean tech global podcast by Wood Mackenzie, Energy Gang, at woodmac.com/podcasts/the-energy-gang

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/

323 episodes

Interchange Recharged

499 subscribers

updated il y a environ 5 jours

maison des série•Feed

Sylvia and her guests bring you data and forecasts on clean technology, climate science, and offer predictions on the build out of utility-scale projects and the future of green finance.

Want to get involved with the show? Reach out to podcasts@woodmac.com to:

Bring Sylvia and Interchange Recharged to your event

Be a guest on the show

Sponsor an episode

Ask a question to Sylvia or one of our guests

Check out another leading clean tech global podcast by Wood Mackenzie, Energy Gang, at woodmac.com/podcasts/the-energy-gang

323 episodes

Tous les épisodes

1
Transferable tax credits for renewable projects has created a $52 billion market | How are clean energy developers making the most of it? 46:57

il y a environ 5 jours46:57

46:57

Way back in 2016, US energy storage capacity had just hit 336MWh, a 100% year-on-year increase. The growth forecast for storage was for 7.3GWh by 2022 – a US$3.3 billion market. It’s just one example of how far we’ve come; the IRA’s tax credits and incentives created a bullish environment for developers, and the renewable project pipeline grew and grew. Then came OB3, and the uncertainty around the future of the tax credits slowed everything down in the first half of 2025. However, a key market condition still exists: the ability to transfer tax credits. It’s a new market and one that could prove crucial for financing renewable projects. So how does it work? And what can it offer developers and financers? To find out, host Sylvia Leyva Martinez – a principal analyst at Wood Mackenzie covering global energy markets – is joined by Alfred Johnson, CEO of Crux. Crux facilitates the raising of capital, including the sale of tax credits and debt capital. Sylvia and Alfred review the last few years of clean energy market developments, explore the outlook for renewables out to 2028 and analyze the impact of tax credit transfers on solar, wind, biofuels and other clean energy projects The introduction of transferable tax credits has nearly doubled the market – to US$52 billion last year. It’s allowed developers to access financing for renewables that was previously difficult to get. Find out how it all works and how to make the most of it, right here on Interchange Recharged . See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

1
What’s the forecast for energy projects as the Big Beautiful Bill looms over the industry? Developers and suppliers are adapting to the chaos – but how? 39:04

il y a environ 19 jours39:04

39:04

The uncertainty rippling through the energy industry in the first half of 2025 hasn’t gone away. Utilities, developers, and manufacturers are still grappling with the fallout from the "One Big Beautiful Bill," the Trump administration’s reversal of parts of the Inflation Reduction Act, and the evolving tangle of trade tariffs. Sylvia Leyva Martinez, host and principal analyst at Wood Mackenzie, is joined by her colleague Kelsey Coffman, Vice President of Supply Chain Consulting at Wood Mackenzie, to analyse how clean energy producers and buyers are adapting to the changes. The cost of batteries and solar panels is skyrocketing; tariffs as high as 145% are disrupting billion-dollar projects. How did we get here? And what can be done? Plus, changing definitions of “foreign entities of concern” – the new rules could kill access to tax credits if suppliers have indirect links to China. Sylvia and Kelsey debate the best path through the FEOC minefield. And how big have the risks of project delays and cancelled investments got? There’s been an emergence of stockpiling strategies, but even US-based manufacturers aren’t safe. If you're in clean energy, finance, procurement, or just trying to make sense of US decarbonisation strategy, Sylvia and Kelsey are here to help you understand what’s changing, what’s at stake, and what you can do to stay ahead. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

1
How is geothermal faring in 2025? Investment is booming but is the technology and policy support there? 37:05

il y a 5 weeks37:05

37:05

Despite uncertainty for US clean energy investors, things are looking good for the geothermal sector. US$1.7 billion in public funding was pumped into geothermal projects in Q1 this year - 85% of 2024's entire annual allocation – as breakthrough technologies promise to transform untapped resources into commercially viable clean energy projects. Enhanced geothermal and advanced geothermal technologies are making geothermal energy accessible anywhere, not just at existing sites chosen for their high-temperatures. To explore the science behind EGS and AGS, host Sylvia Leyva Martinez is joined by John Plack, VP of engineering at Ameresco. John explains how techniques adapted from the oil and gas sector, like directional drilling and reservoir stimulation, are improving geothermal's commercial viability. John shares what’s changed since the IRA’s passage, the role of EGS, and why improved subsurface mapping is critical to unlocking investment. Geothermal is currently supplying less than 1% of global energy needs, but could provide 15% of worldwide power by 2050. The US leads global geothermal power production, yet its 4 GW of installed capacity leaves vast resources untapped. Total potential US geothermal capacity exceeds 500 GW, with the best sites in western states featuring temperatures above 150°C and heat flow rates exceeding 80 milliwatts per square metre. Investment is there, and the technology is there, so has the impact of the Trump administration’s energy policy been lighter for geothermal than other sectors like wind and solar? Why? See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

1
The oil and gas majors are phasing down their renewable strategies. What does it mean for climate goals? 41:32

il y a 7 weeks41:32

41:32

In February this year BP announced it was cutting its investment in green energy ventures from $5B to $2B while reallocating $10B to fossil fuels, and abandoning its 2030 oil output reduction target. Shell has also scrapped its planned 20% carbon reduction cut for 2030. It’s not a good display of intent from the perspective of the energy transition. In a highly volatile and uncertain policy environment it’s troubling for investors and clean energy developers. The prioritisation of short-term profit at the expense of long-term climate impact has many implications. To find out, host Sylvia Leyva Martinez is joined by private investor Ben Dell, Managing Partner at Kimmeridge. He says that while “everyone wants low-cost energy on demand with a minimal carbon footprint, every dollar invested has to be cost-competitive. Philanthropy is not an investing strategy.” What does that mean in the context of clean energy deployment? Plus, Wood Mac analyst Tom Ellacott joins the show to look at the outlook for oil and gas in light of the news from the majors. As he sees it, gas is a growth fuel for the next 20 - 30 years and the most optimal power delivery system is still renewables paired with small-scale batteries and natural gas. So why are major energy providers flip-flopping with their strategies when this is widely accepted? The key questions are: how are oil and gas majors adjusting their capital allocation between fossil fuels and renewables? What’s the role of natural gas in the transition? And how should investors navigate volatility and uncertainty in energy markets? You’ll get the answers here. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

1
The world’s most-used carbon accounting rule is about to get a major overhaul. What does it mean for clean energy buyers? 34:36

il y a 9 weeks34:36

34:36

The Greenhouse Gas Protocol – the global gold standard for measuring corporate emissions – is under review, and the proposed changes could dramatically reshape how clean energy is bought, sold, and reported. New draft rules are expected by the end of the year. What changes could we see? And how will they impact the energy transition? To find out, Sylvia Leyva Martinez, principal analyst at Wood Mackenzie covering solar markets, speaks with Lee Taylor, CEO of Resurety – a leading provider of data and analytics for clean energy buyers. Lee has spent over a decade helping companies understand not just how to procure renewables, but how to do so with real carbon impact. Together, they explore what’s changing in Scope 2 emissions accounting, why location and timing of energy use now matter more than ever, and how voluntary clean power markets might evolve. They break down complex concepts like emissionality, 24/7 procurement, and consequential accounting – and what these mean for corporate net-zero strategies, PPA structures, and the future of Renewable Energy Certificates. If your business buys clean electricity or reports against Scope 2, this is essential listening. Plus, Taylor shares his advice for buyers and developers navigating the shifting landscape, and explains why the next six months will be key in shaping rules that will define voluntary climate leadership in the coming years. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

1
It’s turbulent times for the wind sector in the US, but the outlook is better across the pond. What can the US learn from Europe? 41:49

il y a 11 weeks41:49

41:49

Nearly 150 days into President Trump’s second term, the outlook for wind energy in the United States - particularly offshore wind - is increasingly bleak. Trump had pledged to end offshore wind development, and now the House Ways and Means Committee is proposing a phase-out of tax credits for renewables by 2031 - a move that would severely impact an already struggling wind sector (over on our sister podcast Energy Gang , we discuss the bill and what it means for renewables – check out that episode once you’re finished here). Only three offshore wind projects have come online in US waters, with 4 GW currently under construction. In 2024, total wind installations reached a ten-year low at just 5.2 GW. By contrast, Europe has surged ahead, having built 35 GW of offshore wind capacity - ten times the US total – emphasising the stark differences in policy and financing frameworks. Still, there are glimmers of hope: President Trump recently lifted a stop-work order on a $5 billion offshore wind farm off the coast of New York, following lobbying from Governor Kathy Hochul. The project, led by Norwegian company Equinor, is expected to power 500,000 homes by 2027. However, with developer confidence sinking, experts warn that the stop-start nature of US policy continues to undermine long-term momentum in the sector. To forecast the next few years for wind in the US, host Sylvia Leyva Martinez – principal analyst at Wood Mackenzie – is joined by analyst Stephen Maldonado. They explore the policy and technology that’s holding back deployment of offshore wind in the US. Plus, looking across the Atlantic to Europe, Sylvia talks to WindEurope CEO Giles Dickson, about the financing frameworks for wind in Europe. Sylvia, Stephen and Giles talk through the lessons for developers and financers: with uncertainty around tax credits and shifting policies, there may be a shift in resources to more advanced projects, putting early-stage ones on hold. Repowering old wind turbines is an option too; Giles explains how. And making use of domestic supply chain strengths is key – compared to solar, wind has more domestic supply chain support. Follow the show wherever you’re listening to it now, and tell us what you think, we’re on X and Bluesky @interchangeshow See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

1
$8 billion in clean energy projects were cancelled this year. Can the US clean energy market survive tariff uncertainty? 43:59

il y a 13 weeks43:59

43:59

The US is risking ceding global market share of clean energy to China, permanently. New tariffs, put in place one day then removed the next. Rising costs for everything along the supply chain. The US clean energy sector is navigating one of its most unpredictable phases yet. From solar to storage, how are developers and policymakers reacting to renewed trade tensions and their impact on the energy transition? “This isn’t just about clean energy deployment. It’s about whether the US will have a seat at the table in the future global energy economy,” says Leslie Abrahams, Deputy Director of the Energy Security and Climate Change Program at CSIS – the Center for Strategic & International Studies. She joins host Sylvia Leyva Martinez, a principal analyst covering global energy markets at Wood Mackenzie, to find out what the outlook is for US energy innovation. Escalating tariff policy is shaking investor confidence, altering supply chains, and putting the power firmly with China. Plus, in the second half of the show, Sylvia gets the developer perspective, from Joao Barreto, who is CEO of EDP Renewables’ distributed generation business in North America. He explains how one of the world’s largest clean energy developers is mitigating risk, adjusting their strategy, and building trust with manufacturers and offtakers amid unprecedented uncertainty. Sylvia, Leslie and Joao discuss: Why US$8 billion in clean energy projects were cancelled in Q1 2025, and what that signals to the market How US tariffs on Chinese batteries are backfiring on domestic manufacturing The challenge of accelerating R&D while shutting out foreign investment How storage and solar developers are hedging their bets Whether the US risks ceding global market share to China permanently Power Play was developed by ExxonMobil to shine a light on the accomplishments of remarkable women and the men who uphold the importance of empowering others in the LNG and decarbonization industries. Nominations for the seventh annual Power Play Awards are now open, with four categories available: The Rising Star, The Pioneer, The Ambassador, and The Low Carbon Accelerator. Nominate a deserving candidate today! Nominations close May 30th. Find out more . See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

1
What’s the biggest mistake clean energy developers make when chasing tax equity? | Sponsored content from Foss and Company 30:40

il y a 15 weeks30:40

30:40

Tax equity plays a significant role in clean energy finance, but are developers using it effectively, or are they stumbling over complexities and recent changes? Sylvia Leyva Martinez is joined by Bryen Alperin, Partner and Managing Director at Foss and Company, a leading firm in renewable energy investment, to debate it. They explore how tax credits and incentives are reshaping clean energy's financial framework. Tax structures have changed significantly in the past few years, and there’s new changes happening every day. Bryen talks about the challenges developers face, including policy changes under the Trump administration, and how these could affect project economics. It’s everything you need to know about how to make tax structures work for you. This episode is brought to you by Foss & Company—a leader in tax equity investing. At the forefront of clean energy finance, Foss helps developers and investors unlock capital for solar and energy storage projects across the U.S. If you're navigating the tax credit landscape or looking to maximize project returns, partner with the experts. Visit fossandco.comto learn more. Foss & Company—investing in tomorrow, today. https://fossandco.com/contact-us/ "Power Play was developed by ExxonMobil to shine a light on the accomplishments of remarkable women and the men who uphold the importance of empowering others in the LNG and decarbonization industries. Nominations for the seventh annual Power Play Awards are now open, with four categories available: The Rising Star, The Pioneer, The Ambassador, and The Low Carbon Accelerator. Nominate a deserving candidate today! Nominations close May 30th. Find out more ." See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

1
An energy podcast crossover: Energy Gang and Interchange Recharged join forces to discuss flexibility on the power grid: why it is so important, and how to create it 39:29

il y a 16 weeks39:29

39:29

They called the film Avengers: Infinity War the most ambitious crossover event in history. We can’t quite make the same claim, but at Wood Mackenzie’s 2025 Solar and Energy Storage Summit, we did record a crossover episode. Sylvia Leyva Martinez, Wood Mackenz’s principal analyst for solar power and host of Interchange Recharged, is joined by Ed Crooks, host of Energy Gang, to discuss the future of energy, and of the electricity grid in particular. They are joined by Rob Chapman, Senior Vice President of Energy Delivery and Customer Solutions at the non-profit research group EPRI, the Electric Power Research Institute, which aims to help power society toward a reliable, affordable, and resilient energy future. Rob talks about a key theme in his work: the importance of flexibility on the electricity grid. Increased reliance on solar and wind power has created challenges in keeping the grid balanced and the lights on. Surging demand for electricity for new data centres to train and run AI models is giving rise to a whole new set of issues. More flexible demand and supply on the grid is increasingly valuable. But where can it come from? Data centres don’t usually offer a lot of flexibility in their operations. People want to use ChatGPT and watch Netflix even at night and when the wind is low. So what can the hyperscalers do to create flexibility? Are virtual power plants an effective option? And how can the energy industry improve collaboration to find solutions that promote the clean energy transition while keeping prices down? You can find Energy Gang wherever you get your podcasts, and follow Interchange Recharged with Sylvia Leyva Martinez for deep dives into the innovations that are accelerating the energy transition. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

1
In uncertain times, is a greater reliance on battery storage what’s needed? And how can developers better prepare for it? | Recorded live at Wood Mackenzie’s Solar & Energy Storage Summit 36:44

il y a 16 weeks36:44

36:44

Wood Mackenzie’s 18th Solar and Energy Storage summit is back, in Denver this week. If you can’t make it, don’t worry – we have all the debate and key insight you need to know here on the podcast. Recorded live on day 2 of the summit, host Sylvia Leyva Martinez talks to key industry leaders in solar and storage to answer these questions: What’s best practice for battery asset management? To answer this Sylvia is joined by Jenny Fink, Director of Asset Management at KeyCapture Energy. They discuss the need to synchronise market operations, analytics and site management. What’s the biggest challenge involved in maintaining safe and efficient battery operations? How can developers and investors deal with market volatility? Petter Skantze is VP of Infrastructure Development at Nextera Energy. He talks to Sylvia about challenging load demands; stakes are higher now as project delays are a block to economic growth. Compared to legacy fossil fuels, solar and storage development lead times are many times faster – so why aren’t we seeing accelerated deployment? Finally, Sylvia talks with Jeff Cramer about the benefits of community solar. Jeff is President and CEO of the Coalition for Community Solar Access, and he explains how community solar has grown from a niche offering to a key benefit to consumers. New York and California are leading the charge with programs that incentivise community solar with distributed energy sources. This episode is brought to you by Foss & Company - a leader in tax equity investing. At the forefront of clean energy finance, Foss helps developers and investors unlock capital for solar and energy storage projects across the U.S. If you're navigating the tax credit landscape or looking to maximize project returns, partner with the experts. Visit fossandco.com to learn more. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

1
Solar and energy storage experts debate the current market: what have we seen in the first quarter of 2025? 50:04

il y a 16 weeks50:04

50:04

Wood Mackenzie’s 18th Solar and Energy Storage summit is back, in Denver this week. If you can’t make it, don’t worry – we have all the debate and key insight you need to know here on the podcast. Recorded live on day 1 of the summit, host Sylvia Leyva Martinez talks to four industry leaders in solar and storage to answer these questions: Can the U.S. solar industry keep up with demand amid trade wars and policy chaos? Discussing this is David Carroll, ENGIE’s Chief Renewables Officer. He warns that policy uncertainty and tariff whiplash are stalling U.S. solar investment. Sylvia and David look at sodium-ion batteries; are they a safer option? Plus, more domestic energy storage is needed amid growing calls for stable tax credit policy to meet growing electricity demand. A must-hear for developers navigating today’s volatile energy landscape. What about VPPS? Can they scale fast enough to provide a real alternative? Answering this is Sarah Noll, She shares insights on regulatory challenges, customer trust, and tech adoption, showing how the Arizona Public Service is turning grid flexibility into a real growth strategy. Are storage operators leaving millions on the table because they don’t understand their own batteries? That’s the big question Shyam Srinivasan, CEO of Zitara, answers with Sylvia. He reveals how poor software integration is holding back storage performance. As storage scales rapidly, Shyam stresses the need for better diagnostics and real-time decision tools to optimise revenue, reliability, and resilience - especially in merchant markets. Finally, Samantha Frisk from Pivot energy sits down with Sylvia to look at models for community solar development. Sam explains how early engagement, local benefits like agrivoltaics, and trusted partnerships can turn sceptical communities into solar advocates - proving clean energy can uplift as well as decarbonise. This episode is brought to you by Foss & Company - a leader in tax equity investing. At the forefront of clean energy finance, Foss helps developers and investors unlock capital for solar and energy storage projects across the U.S. If you're navigating the tax credit landscape or looking to maximize project returns, partner with the experts. Visit fossandco.com to learn more. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

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It’s uncertain times in solar and storage. How can we use smarter grid optimisation to give developers some assurance? | Recorded live at SESS 2025 28:27

il y a 16 weeks28:27

28:27

Over the past couple of years unprecedented low prices for solar panels have spurred incredible growth. But there’s a big shift underway. In this special episode of the show, recorded live from the stage at Wood Mackenzie’s Solar & Energy Storage Summit 2025, host Sylvia Leyva Martinez, Principal Analyst at Wood Mackenzie, sits down with Ben Sigrin, Senior Product Manager at GridBeyond, to make sense of the turbulent market. With nearly 44 gigawatts of new solar expected this year, developers are under pressure to make faster, smarter decisions. GridBeyond helps solar and storage players optimise in real time, turning market volatility into opportunity. How do they do it? Are there other ways for off takers to get some certainty? Smart site selection is one of them, but what informs those decisions? Plus, hear the lessons from global solar markets that developers are bringing to the US. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

1
Are current legal frameworks too restrictive for CCUS projects? What permitting and tax credit reform needs to happen to make things easier? 46:38

il y a 19 weeks46:38

46:38

“If you don't think in 15 years that we're going to value decarbonisation, or if you're worried about the 45Q, it's pretty tough to write that multi-billion dollar cheque,” says Peter Findlay, Director of CCUS Economics at Wood Mackenzie. In this week’s Interchange Recharged, Peter sits down again with host Sylvia Leyva Martinez to look at the challenges for new CCUS projects. It’s tough, as Peter says, because of the regulatory frameworks, financial mechanisms and incentives that currently exist in the US. To look at these and go deep on the legal barriers for CCUS deployment, Peter and Sylvia are also joined by Liz McGinley, partner at Bracewell Law Firm. Liz leads the firm’s tax practice and the energy transition team, and is renowned for her expertise in carbon capture and IRA tax credits. Liz discusses the intricate details of tax credits and regulatory updates while Peter reflects on the financial challenges of decarbonisation projects. In this episode: What will future legislative shifts mean for the industry’s growth? How might regulatory shifts under the Trump administration impact clean energy and CCUS projects, including potential changes to clean hydrogen, fuels, and power regulations? How do the costs and complexities of pre-combustion and post-combustion CCUS projects differ, and how are financial incentives structured for each? For more detailed analyis, check out the Lens reports from Wood Mac. Lens is a data analytics platform with sector-specific insights to help you power your Business Intelligence tools. Find it at woodmac.com/lens See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

1
Uncertainty isn’t good for domestic solar manufacturing. How are suppliers and utilities managing it? 21:47

il y a 21 weeks21:47

21:47

The US is projected to add an additional 26 GW of solar capacity in 2025. Solar has been one of the energy transition’s biggest success stories, but there are dark clouds gathering. Uncertainty is the biggest barrier to deployment at the moment: there’s potential changes coming with federal tax credits and trade policies (some of which are already having an impact), and the perceived risks are high for investors of solar projects. To find out how developers and manufacturers are mitigating these risks, Sylvia Leyva Martinez, principal analyst covering solar markets at Wood Mackenzie, is joined by Mike Hall, CEO of Anza Renewables. Mike talks through the data he’s analysing; Anza is seeing supply chains diversify and financial incentives like the ITC Adder helping developers. Despite efforts to bolster domestic manufacturing, China continues to dominate the global solar market. What are the impacts of Trump’s tariffs on domestic manufacturing? With a quarter of the year already gone, what have we seen in solar investment? How can long-term planning be done when so much is up in the air? See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

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Is the world giving up on green hydrogen? | Hydrogen energy is having an identity crisis but who’s to blame? 32:21

il y a 23 weeks32:21