[Episode #11] – India and Coal

Full Episode

Everyone knows that India is the second-largest coal importing nation in the world, after China, and that it is the fastest-growing source of global CO2 emissions thanks to its rapid adoption of coal. And it is widely believed that India will remain the world’s fastest-growing market for coal for years to come. But sometimes what “everybody knows” is wrong. Renewables are now hitting grid parity, and are poised to snatch the lead away from coal in India. Plus: We round up the cheapest solar projects ever in the US and the world.

Geek rating: 3

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Guest:

 Ashish Fernandes, Campaigner, Greenpeace

On Twitter: @ashishfernandes
On the Web: www.greenpeace.org/india

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[Episode #10] – Grid Architecture of the Future

Full Episode

What kind of grid architecture and markets will we need in order to actually operate the distributed, decentralized grid of the future? What sorts of regulatory models will be needed? And what does it all mean, from a philosophical point of view, about how human society is organized? How can mere mortals begin to understand these subjects? Never fear: We’ve got you covered, in this ultra-geeky yet accessible episode.

Geek rating: 11

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Guest:

 Lorenzo Kristov, Principal, Market and Infrastructure Policy with the California Independent System Operator (CAISO).

On the Web: Lorenzo’s profile on LinkedIn

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[Episode #9] – Macro Outlook for 2016

Full Episode

A full-spectrum romp through the macroeconomic context: Stock markets; oil and gas prices; coal's collapse; the difficult LNG export market; what commodities are telling us about the health of the global economy; trends in oil and electricity demand and electric vehicles; currency valuations and trends; the outlook for renewables; and much more!

Geek rating: 6

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Guest:

 Gregor Macdonald, Independent energy analyst and publisher of the TerraJoule newsletter

On Twitter: @GregorMacdonald
On the Web: TerraJoule.us and Gregor.us

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[Episode #8] – Storage on the Grid

Full Episode

All about storage on the grid -- in front of the meter -- with a little bit about behind-the-meter storage.  How to value storage, how storage complements and replaces generation, and some geeky excursions into locational marginal pricing, PURPA, non-market uplift payments, and FERC Order 819! And in the news segment: Comments on the COP 21 United Nations Climate Change Conference and an update on carbon capture and storage (CCS).

Geek rating: 8

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Guest:

Jason Burwen, Policy and Advocacy Director of the Energy Storage Association

On Twitter: @jburwen
On the Web: energystorage.org

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[Episode #7] – EROI

Full Episode

All about EROI (Energy Return on Investment), the state of biophysical economics, the relationship between energy and ecology, and what EROI could and should tell us about the outlook for a fuel -- for example, can we run a society on renewables? And in the news segment: LNG's troubled future, how low oil prices are causing surging gasoline consumption, and the risk of the next oil price spike.

Geek rating: 6

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Guest:

Dr. David Murphy is an Associate Professor of Environmental Studies at St. Lawrence University. His scholarship examines the intersection of energy, the environment and economics with a focus on energy transition – broadly defined. His past work has included energy and environmental policy work for various agencies within the federal government, as well as net energy analysis work within academia. Much of Dr. Murphy’s recent research is focused on the energy transition, with a forthcoming textbook called “Renewable Energy in the 21st Century.” Dr. Murphy was previously a faculty member at Northern Illinois University and a research associate with Argonne National Laboratory.

On Twitter:  @djmurphy04

On the Web: Dave’s page at St. Lawrence University

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[Episode #6] – Transition from Oil

Full Episode

The recent history of oil production and prices, the future of the oil industry, the potential for transitioning away from oil and the opportunity for EVs, and ERCI - the Energy Returned on Capital Invested. And in the news segment: the oil industry's latest moves and announcements about climate change; three important trends we should recognize in the retirement of yet another US coal plant; and a new report from Carbon Tracker calls IEA and EIA on the carpet for consistently overestimating future demand for fossil fuels, and consistently underestimating the growth of renewables.

Geek rating: 6

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Guest:

Mark Lewis is Head of Research and Managing Director at Carbon Tracker, a non-profit company based in London which publishes research on the financial aspects of climate risk. Prior to Carbon Tracker, Mark was Managing Director and Head of European Utilities Research at Barclays (2015-18), Chief Energy Economist at Kepler Cheuvreux (2014-15), and Managing Director and Global Head of Energy Research at Deutsche Bank, where he worked for 14 years until 2013. In addition to his experience as a sell-side financial analyst, Mark spent one year as Deputy Head of investor relations at E.ON at the beginning of the Energiewende, and two years as a credit analyst covering the European utility sector at Standard & Poor’s. In total, Mark has over 20 years’ experience as a financial analyst covering global energy and environmental markets.

On Twitter: @MCL1965

On the Web:  Carbon Tracker

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[Episode #5] – Winning the Carbon War

Full Episode

One man's sweeping ride through three decades of campaigning for action on climate and deploying solar from a veteran of the "carbon wars," plus his pithy observations on what our leaders in government and in the energy industry really think. And in the news segment: New studies are finding that renewables are getting cheaper than any other grid power; the continuing death of "baseload power" and the rise of flexible grids; more coal and nuclear power plants are being closed; and why deregulation and consumer choice isn’t necessarily the fastest path toward grid power transition.

Geek rating: 2

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Guest:

Jeremy Leggett, Founder of Solarcentury and SolarAid, Chair of Carbon Tracker, and author of five books on energy transition.

On Twitter: @JeremyLeggett

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[Episode #4] – Energiewende

Full Episode

All about Germany's famed energy transition effort, the Energiewende. What it is, what it isn't (with a strong dose of mythbusting), and what the future of grid power looks like from one of the countries on the leading edge. And in the news segment: US LNG export terminals could be in trouble; China's massive push for renewables; and the latest action in oil prices.

Geek rating: 4

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Guest:

 Craig Morris, editor of Renewables International and lead author of EnergyTransition.de

On Twitter: @PPChef

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[Episode #3] – Limits on the Grid – Part 2

Full Episode

How energy markets need to change to level the playing field for renewables, how renewables should be valued, and whether wind and solar must "eat their own lunch" by virtue of having a free marginal cost, or whether markets can be adjusted to prevent that. And in the news segment: Shell gives up on the Arctic; the new premier of Alberta does an about-face on fossil fuels; and solar is even cheaper than most energy analysts think (because the data is old).

Geek rating: 7

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Guest:

Bentham Paulos, Principal of Paulos Analysis and Director of the Power Markets Project

On Twitter: @benpaulos
On the Web: www.paulosanalysis.com  | www.powermarkets.org

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[Episode #2] – Limits on the Grid – Part 1

Full Episode

What the modeling work of our national renewable energy lab tells us about how far renewables can go on the grid under various scenarios, and their real technical limits.

Geek rating: 7

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Guest:

Mackay Miller is Principal Analyst in the US Strategy division of National Grid.

On Twitter: @mackaymiller

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