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[Episode #188] – Getting to a 100% Clean Grid

How much of a role might wind, solar, nuclear, transmission, power plants equipped with carbon capture and sequestration (CCS) technology, or direct air capture of CO2 play on a 100% clean power grid? Which mix of those technologies would provide the cheapest pathways to a clean grid?

And once we have met 90% of the need for grid power with clean generation, what will we need to meet the last 10% of the demand for grid power? Will it be ‘overbuilt’ wind and solar? Dispatchable geothermal, hydropower, and bioenergy generators? Seasonal storage using hydrogen or batteries? Conventional fossil-fueled plants with CO2 capture? Or might it be some mix of flexible demand technologies? Or some or all of the above?

For that matter, how certain can we even be about modeling the possible solutions years or even decades ahead? Are there solutions that might play a large role in the future but that we can’t yet model very well? How confident should we be that whatever the solutions turn out to be, we will end up with not only a grid that is completely free of carbon emissions but also one that is fully reliable?

In this episode, we speak with a senior researcher at the US National Renewable Energy Laboratory (NREL) who has been researching and modeling grid power for many years. In this quite technical discussion, we review two new NREL reports that address these questions and show that producing a 100% clean power grid is not only technically feasible by a variety of pathways but also commercially feasible and ultimately, cheaper than continuing to run the fossil-fueled power grid we have today.

Geek rating: 9

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[Episode #187] – Transition in Vermont, Part 2

This is Part 2 of the first series in a new format we are piloting for the Energy Transition Show. Instead of exploring a particular topic with one guest who has a non-commercial perspective, as most of our shows so far have done, this new format aims to tell the stories about how the energy transition is proceeding in some of the places Chris visits in his travels. Through interviews with multiple local experts, including those who are working in the energy sector, we hope this new format will help to demonstrate how the unique challenges and opportunities in every place will determine its particular path through the energy transition.

We are kicking off this new show format with some stories about Vermont for a simple reason: When it comes to the energy transition, Vermont stands out as a place that punches way above its weight. It has innovated numerous policies and mechanisms to reduce its energy consumption and carbon emissions that have been emulated by other US states. And it continues to serve as a model to the rest of the country for effective energy transition strategies.

You’ll learn more about all of these accomplishments, as well as what makes Vermont such an exemplar in the energy transition, in this two-part miniseries based on interviews with eight local experts.

Part 1 was in Episode #186, in which we discussed the supply side of Vermont’s energy picture. In this second part, we look at the demand side.

Interviews with guests featured in this episode were recorded from October 11-15, 2021.

Geek rating: 4

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[Episode #186] – Transition in Vermont, Part 1

This is the first show in a new format we are piloting for the Energy Transition Show. Instead of exploring a particular topic with one guest who has a non-commercial perspective, as most of our shows so far have done, this new format aims to tell stories about how the energy transition is proceeding in some of the places Chris visits in his travels. Through interviews with multiple local experts, including those who are working in the energy sector, we hope this new format will help to demonstrate how the unique challenges and opportunities in every place will determine its particular path through the energy transition.

We are kicking off this new show format with some stories about Vermont for a simple reason: When it comes to the energy transition, Vermont stands out as a place that punches way above its weight. It has innovated numerous policies and mechanisms to reduce its energy consumption and carbon emissions that have been emulated by other US states. And it continues to serve as a model to the rest of the country for effective energy transition strategies.

You’ll learn more about all of these accomplishments, as well as what makes Vermont such an exemplar in the energy transition, in this two-part miniseries based on interviews with eight local experts.

In this first part, we talk about the supply side of Vermont’s energy picture. In the second part, we’ll look at the demand side.

Interviews with guests featured in this episode were recorded from October 11-15, 2021.

Geek rating: 4

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[Episode #185] – Designing the Mid-transition

Phasing out the old while simultaneously building up the new is always a challenge, and perhaps never more so than with the energy transition. Can we coordinate replacing fossil-fueled assets with clean, zero-carbon assets so that both systems remain functional and affordable during the transition? And how can we ensure that disadvantaged communities don’t get left behind in the process?

In this episode, we continue to explore the theme of the “messy middle” of the transition, building on our previous discussions in Episode #177 and #181. Not only should we expect a large degree of direct government intervention in the process of the transition, because it’s just too difficult and complex to leave everything up to the action of markets, it can be a welcome intervention. Someone needs to plan how to orchestrate the retirement of dirty assets with the construction of clean replacements while keeping everything running. For example: Can we leave it up to the private sector to ensure that enough gasoline filling stations stick around to meet the needs of people still driving internal combustion engine vehicles while we’re in the process of building up enough EV charging infrastructure to meet the needs of drivers who are going electric? Probably not. Some elements of the transition will be far more successful if they are planned and guided.

In this conversation, Emily Grubert points out some of the challenges of the “mid-transition,” as she and her co-author Sara Hastings-Simon call it, and how policymakers ought to be thinking about how to orchestrate it so that no one gets left behind.

 

Geek rating: 8

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[Episode #184] – EROI of RE

Do renewable energy sources generate enough energy ‘profit’ to make them worth continued investment? And is any energy profit large enough to run our modern world, as renewables displace fossil fuels?

Some skeptics of the energy transition have claimed that renewables can’t run our world because the net energy they deliver to society is too low. They make this argument drawing from past data for the Energy Returned on Investment (or EROI) for various fuels, which showed high EROIs for extracting fossil fuels, and low EROIs for very early generations of wind and solar technology. However, the historical EROI literature has been plagued with methodological inconsistencies so how reliable is this legacy data for guiding modern outlooks?

In a new paper we discuss in today’s episode, a group of researchers has cleaned up and rectified recent EROI data so that the various fuels can be compared on an apples-to-apples basis. Their new results paint a very different picture from the old literature.

Not only do renewables have sufficiently high EROIs to power our society, they are much higher than the EROIs of the fossil fuels they are replacing! In fact, these results suggest that only through the energy transition can we maintain a functioning society.

To walk us through this new paper, its lead researcher, Dr. David Murphy, an environmental scientist at St. Lawrence University in New York, returns to the show.

In addition to reviewing the results of this new paper, we’ll also talk about some of the other mistaken arguments that are frequently made against the energy transition, and explain why they are wrong.

Geek rating: 9

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[Episode #183] – Global Energy Crisis

What began as a “global energy crunch” one year ago, as we discussed with Will Kennedy in Episode #158, has now become a global energy crisis. It is putting energy consumers into severe financial distress and forcing governments around the world to intervene in all sorts of unprecedented ways, as we discussed in Episode #181, “Command Capitalism.” For much of Europe, it will be a very tough winter.

In this episode, Will returns to the show to explore the turmoil in energy and capital markets around the world, as well as how governments are responding to the crisis. We’ll also try to anticipate what will happen next.

As we sketch out, this crisis will ultimately accelerate the energy transition because that is truly the only way out of this mess. But it won’t be a straight path, it won’t be quick, and it won’t be easy.

This is a deep, dense, 90-minute-long conversation, so if you’re not a full subscriber yet, this would be a good time to join us! There are also more than 100 source references in the show notes for this episode, so be sure to log into our website using your subscriber credentials and check them out.

Geek rating: 8

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[Episode #182] – 7th Anniversary Show

Full Episode

For our Seventh Anniversary show, energy researcher Jonathan Koomey rejoins us to review major stories over the past year, and to take stock of how the energy transition has progressed.

We talk about how the global energy crunch we covered in 2021, in Episode #158, has evolved into a full-fledged global energy crisis in 2022. We reflect on the theme of Episode #181, “Command Capitalism,” and consider the increasing interventions governments are making in energy markets to manage the crisis. We muse on the episodes we did over the past year on the trajectory and speed of the energy transition. We consider the outlook for storage systems, in light of the episodes we did on that subject. We discuss how incumbents have resisted the energy transition, as we covered in our episode on utility corruption, and ask whether incumbents are gaining or losing ground. We review the highlights of our shows on the latest IPCC report and on climate modeling. And Jon shares some of his latest work in energy modeling.

It's a smörgåsbord of energy transition goodness, so strap on a napkin and join us!

Geek rating: 8

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[Episode #181] – Command Capitalism

2022 has brought an unprecedented series of energy market interventions as leaders try to stave off domestic unrest in the face of numerous energy supply shocks. Some of the tumult we’ve seen in energy markets this year can be pinned on Russia’s invasion of Ukraine, and subsequent reactions by the West. But the war in Ukraine and associated sanctions really only exacerbated numerous fundamental trends that were already well established - trends that were positioning governments to take a stronger hand in their energy affairs. We are experiencing some very fundamental supply and demand problems in all sorts of energy fuels and other commodities around the world, and governments have little choice but to intervene wherever they can to maintain stability.

Where is this all taking us? Can capitalism survive the energy transition? Or are we headed into a new era?

Our guest in today’s episode has an answer: Kevin Book of ClearView Energy Partners believes we are seeing a new approach to economic management that he calls “command capitalism.” It may help us manage some of the challenges of the global energy crunch and the energy transition in a more direct way than we could through “free market” means… but it could also wrest control of our destinies away from regulators and energy ministries, with uncertain consequences.

Geek rating: 9

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[Episode #180] – Transition in Alberta

Full Episode

Alberta is the seat of the Canadian oil & gas industry, as well as a major coal producer, so it has historically struggled to align with the energy transition - focusing more on pipelines than turbines. But Alberta is changing. Now, the province has implemented numerous policies designed to support the transition, installing a significant amount of wind and solar power generation capacity. According to the Alberta Electric System Operator, 14% of the province’s electricity generation in 2020 was from renewable energy sources such as wind, hydro and solar.

In this episode, we are joined by energy expert Dr. Sara Hastings-Simon to discuss the challenges and opportunities for energy transition in Alberta. She is an Assistant Professor in the Department of Physics and Astronomy and School of Public Policy at the University of Calgary in Alberta, Canada, where she directs the Masters of Sustainable Energy Development program. She is an expert in energy, innovation, and climate policy, and her work is focused on understanding how energy and industrial transitions happen within different sectors of the economy, and how policy responses can improve outcomes. She is also the co-host of the Energy vs. Climate podcast, which will run this conversation on their podcast feed as well.

We talk about the recent history of the various efforts to build pipelines and LNG facilities to export more Canadian oil and gas; the outlook for exports of hydropower; the progress of Canada’s coal phase-out; and the potential for expanding renewable generation in the province, including geothermal. Sara also shares her perspective on how Canada’s carbon tax regime has played out.

Geek rating: 5

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[Episode #179] – Offshore Wind in the US

Although offshore wind has been booming for decades in Europe, it has gotten a slow start in the US. But that’s about to change. From a single 30 MW offshore wind farm today, offshore wind capacity in the US is expected to reach 1 GW in just two years, and grow by a factor of 40 over the next two decades to 30 GW under a new target set by the US Government.

In today’s episode, we speak with Patrick Gilman, a Program Manager in the US Department of Energy's Wind Energy Technologies Office. For the past 14 years, Patrick has led a wide range of analysis, research and development, and deployment activities to help advance wind’s role in the US energy sector. We talk about the global state of the offshore wind sector; the technical and practical potentials for offshore wind in the US; how offshore wind can reduce the need for transmission capacity and balance out the production from land-based wind and solar farms; and how it can create good jobs and stimulate manufacturing. We’ll also look at some of wind's unique advantages over land-based resources, like easier paths to deploying transmission capacity. Wind might even be a good way to produce hydrogen we can use to decarbonize the hard-to-decarbonize sectors.

Join us for this comprehensive look at the present and future of offshore wind in the US. It may be the most exciting sector in energy over the next two decades.

Geek rating: 5

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