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Topic: EVs

[Episode #148] – Energy and Emissions after COVID

What trajectory of global energy consumption and carbon emissions can we expect as the world starts to recover from the COVID pandemic in the years ahead? Will we go right back to our activities and travel habits as they were before the pandemic? Or have structural changes already taken place that put us on a different path?

In this episode, we speak with the co-head of the World Energy Outlook series at the Paris-based International Energy Agency (IEA), who helps design and direct the construction of their energy scenarios and their guidance to the world’s governments. We discuss three major reports that IEA has issued over the past six months on energy demand and emissions as a result of COVID, and have a look at how much energy demand dropped in 2020, how the fuel demand in various sectors and countries changed, and what the world might expect in 2021 and beyond.

Geek rating: 4

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[Episode #144] – Investing in Energy Transition

We have a very special guest for you in this episode: Jeremy Grantham, the legendary investor who co-founded GMO, a Boston-based institutional money management firm, more than 40 years ago. With more than $60 billion in assets under management, GMO has produced steady returns for its investors through market booms and busts, largely thanks to the steady hand of Grantham and his investing philosophy, which holds that sooner or later, most valuations return to the mean.

In this interview, we talked about Grantham’s investing philosophy; the history of investment bubbles; how he values investments; what’s happening in the markets as new retail traders using the Robinhood app and participating in Reddit-based trading groups drive stocks like Game Stop wild; what the Fed should do as the world recovers from the pandemic; his views on the massive expansion of the US national debt; how the world’s governments are responding to the challenge of climate change; the role of venture capital in energy transition; and his outlook for energy transition in general.

Geek rating: 5

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[Episode #139] – Vehicle-Grid Integration

Full Episode

In this lagniappe episode, we switch roles for the first time, with Chris as the guest and Utility Dive reporter Robert Walton as our guest host. Chris summarizes some of the insights he has gained from the past five years of research and writing about electric vehicles and vehicle-grid integration, including the various methods and speeds of charging, how we manage the loads of EV charging on utility grids, the roles that utilities can play in supporting transportation electrification, how fleet managers need to start preparing to electrify their own fleets, and what it all means for the future of utility grids.

Because it’s one of our lagniappe episodes, we’re running this show in its entirety in front of the paywall, so that non-subscribers can enjoy the whole thing as well. So listen in and learn how transportation electrification has the potential to make the largest impact of all on carbon emissions globally.

Geek rating: 7

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[Episode #131] – Decarbonizing the US by 2050

Is it possible to decarbonize the economy of the United States, and get to net-zero emissions by 2050? A team of researchers from 15 countries who are part of the Deep Decarbonization Pathways Project think so, based on their deep modeling of the US economy as part of the UN Sustainable Development Solutions Network (SDSN). We introduced this work at a high level in Episode #129, during our conversation with Dr. Jeffrey Sachs, the Director of the SDSN. In this episode, we take a deep dive into the modeling itself with one of the modelers involved in the project. We’ll look at the specific energy technologies, devices, and grid management strategies that will make decarbonization by 2050 possible, and see why they think that decarbonizing the US is not only achievable by 2050, but practical, and very, very affordable.

Geek rating: 9

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[Episode #129] – Deep Decarbonization Policy for the US

We have seen numerous models showing how a mostly- or fully-decarbonized energy system can work, but how do we actually plot a path from where we are now to a deeply decarbonized energy system in the future? What are the specific policy pathways that we need to follow? And how can we make sure that we’re making the right moves now to put ourselves on those paths?

In this episode, we speak with renowned economist Dr. Jeffrey Sachs of Columbia University about why deep decarbonization must be our goal for the global economy, as well as some of the main pathways to that goal. Based on numerous studies, including the output of the multi-country Deep Decarbonization Pathways Project, as well as several major papers which are in the process of being published under the auspices of the UN Sustainable Development Solutions Network (SDSN), we discuss how energy transition is actually very affordable and practical, and will ultimately deliver a better world on numerous fronts. Dr. Sachs shares with us not only his vision for a global energy transition, but some deep insights, based on his 40 years of study, about the importance of strong leadership in achieving it, and some of the interesting parallels between this moment and the Great Depression.

Geek rating: 3

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[Episode #118] – Open and Answered Questions

Full Episode

In this lagniappe episode, we ask: what are some unanswered questions about the energy transition from five years ago, but that seem answered today? And what are the new questions that have emerged over the past five years which remain unanswered today? Those are the topics of this first-ever joint production of the Energy Transition Show and the Interchange podcast, which is being delivered to the audience of both shows. And because it’s one of our two annual Energy Transition Show lagniappe episodes, we’re running the full show in front of the paywall, so that all of our free listeners can enjoy the whole thing as well!


Energy Transition Show C19 Response: At this time where more of our listeners are working from home, The Energy Transition Show is offering a C19 Response special offer: a free month for new annual subscribers, only $2 per month for students and 10% off for new group subscriptions. Please visit this link for more details and stay safe! https://energytransitionshow.com/c19-response


Geek rating: 7

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[Episode #111] – No Coal in our Christmas Stockings

New energy modeling on the U.S. states of Colorado and Minnesota offers some exciting and even startling insights: It can save everyone money to transition our power generation off of fossil fuels and onto wind, solar, and storage. And moving space and domestic hot water heating onto the power grid by switching to heat pumps, and moving transportation onto the power grid by switching to electric vehicles, will only increase the savings for all consumers—even those who don’t own a car will benefit from transitioning our fleets to EVs. In fact, the more we decarbonize, the more money it will save everyone, the more jobs will be created, and the closer we will get to addressing the climate challenge. Tune into this discussion with energy modeler extraordinaire Christopher Clack for all the exciting details in this special Christmas Day episode.

Geek rating: 6

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[Episode #110] – Death Toll for Petrol

Electric vehicles have many fairly well-known advantages over conventional, petroleum-fueled vehicles. But what most people are yet to realize is the massive energetic advantage an EV can have when powered by renewables over a conventional vehicle powered by oil. In fact, an EV powered by wind or solar can deliver six to seven times as much mobility as a typical car powered by gasoline. This startling finding implies that in the long run, oil prices would need to drop drastically for conventional cars to remain competitive with EVs running on renewables. In fact, the price of oil would have to fall far below the current breakeven price for producing it. In other words, it could mean the end of growth in oil demand. In this episode, we take a deep dive into all the numbers involved in this fascinating analysis by a veteran sell-side analyst with BNP Paribas. Oil producers and automakers ignore these findings at their peril.

Geek rating: 9

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[Episode #101] – What We Don’t Know About Energy Transition

In this live conversation recorded at Stanford Energy Week in January 2019, Chris Nelder hosts a freewheeling chat with Jonathan Koomey about some of the things we think we know, and a lot of the things we don’t know about energy transition. They talked about:

  • the vogue concept in energy transition to “electrify everything,” sometimes also called “deep decarbonization”
  • energy efficiency
  • conservation
  • electrification
  • low-carbon fuels
  • how to reduce greenhouse gases that are not the products of combustion
  • the fast-changing trends in electric vehicles, and how we’re going to accommodate the loads of EVs on the power grid
  • the ways to move space heating and other thermal loads over to the power grid, and how we might be able to meet those needs without combustion or electrification
  • how much electricity storage we’ll really need in a deeply decarbonized future
  • how much seasonal storage we’ll need, and what kinds
  • differences between economic optimizations made today for a future 20-30 years off and technical optimizations made along the way
  • what the options might look like in 20-30 years, particularly if we are at the beginning of a vigorous and deliberate energy transition
  • whether space heating, transportation, and other loads might find themselves in competition for economic carrying capacity on the grid as they become electrified.

So join us for this wide-ranging romp through some of the more interesting questions in energy transition!

Geek rating: 9

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[Episode #100] – Teaching Energy Transition

Full Episode

For our 100th episode, we thought we’d do a little something special: Interview professors from four US universities who are using the Energy Transition Show as coursework, and make the full show available to everyone, including non-subscribers. We ask these teachers about the specific topics they’re teaching, how they’re using the show in their classes, what concepts students find difficult, what misconceptions students have about energy, and how students are reacting to having study materials in podcast form. We also talk with two of the professors about their new energy transition textbooks, which are being published this year.

Guest #1:

Dr. Adam Warren is the co-director of the newly formed Advanced Energy Systems graduate program, a joint effort between NREL and CSM.  Adam is a Center Director within NREL’s Energy Systems Integration directorate.  His Center’s mission is to help partners meet ambitious energy goals while informing technology and policy research at NREL.  Prior to joining NREL, Adam supported PepsiCo’s efforts to reduce greenhouse gas emissions in North America.

On Twitter: @CSMenergy

Guest #2:

Dr. Constantine “Costa” Samaras is an associate professor in the Department of Civil and Environmental Engineering at Carnegie Mellon University. He directs the Center for Engineering and Resilience for Climate Adaptation and his research spans energy, climate change, automation, and defense analysis. Samaras analyzes how energy technology and infrastructure system designs affect energy use and national security, resiliency to climate change impacts, and life cycle environmental externalities. He is an affiliated faculty member in Carnegie Mellon’s Scott Institute for Energy Innovation, the College of Engineering’s Energy Science, Technology and Policy Program, and by courtesy, a faculty member in the H. John Heinz III College. Samaras is also an Adjunct Senior Researcher at the RAND Corporation. He has published numerous studies examining electric and autonomous vehicles, renewable electricity, transitions in the energy sector, conventional and low-carbon fuels, and was one of the Lead Author contributors to the Global Energy Assessment.

On Twitter:  @CostaSamaras

On the Web:

Costa’s faculty page at Carnegie Mellon

Costa’s research on Google Scholar

Guest #3:

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

Renewable Energy in the 21st Century (Online textbook)

Guest #4:

Dr. Dustin Mulvaney is a professor in the Environmental Studies Department at San Jose State University, one of the first six interdisciplinary environmental studies programs in the USA, founded as a result of the first Earth Day 1970.  His research focuses on the social and environmental dimensions of food and energy systems where looks at questions at the intersection of innovation, emerging technologies and environmental change. His research on solar energy commodity chains is synthesized in a new book entitled Solar Power, Innovation, Sustainability, and Environmental Justice with the University of California Press. Dustin has a PhD from UC Santa Cruz in Environmental Studies, and a masters of science in environmental policy studies and bachelors degree in chemical engineering from the New Jersey Institute of Technology.

On Twitter: @DustinMulvaney

Dustin Mulvaney’s Researchgate page

Dustin’s website

Guest #5:

Dr. Sridhar Seetharaman is the director of the Advanced Energy Systems graduate program at Mines.  Sridhar is the Professor and Associate VP for Research at Colorado School of Mines, and served, most recently, with the US DOE as a Senior Technical Advisor as an EWQ (merit based Exceptionally Well Qualified Candidate) and was responsible for Clean Water and Next Generation Electric Machines. He was until 2016 the Tata Steel / RAEng Joint Chair for Research Into Low Carbon Materials Technology and Director of Materials strategy for the HMV Catapult at WMG . He was prior to that the POSCO Professor of Steelmaking at Carnegie Mellon University and the co-director of the Industry-University Consortium, Center for Iron and Steelmaking Research (CISR). He was also an NETL Faculty Fellow.

Geek rating: 1

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