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Topic: Renewables

[Episode #207] – 8th Anniversary Show

For the Energy Transition Show’s eighth anniversary, we welcome back energy researcher Jonathan Koomey, a veteran guest who shares invaluable insights with us in our annual reviews.

We kick off the episode by analyzing the impact of the global response to Russia’s invasion of Ukraine on the energy transition.

Then we revisit four big energy transition themes:

  1. Command Capitalism: Exploring the growing trend of government intervention in energy markets.
  2. Climate Change Narratives: Challenging the propensity for doom mongering about climate and the energy transition, and exploring why that’s not only unhelpful but also myopic.
  3. Systemic Challenges: Reviewing how our many systems have been rigged in favor of fossil fuels, and discussing strategies to un-rig them.
  4. The Mid-Transition: Navigating the demands of the transitional phase as we shift from old systems to new ones.

Prepare yourself for another smörgåsbord of energy transition goodness! So, strap on a napkin and join us for a journey through the pivotal moments and themes of the past year!

Geek rating: 8

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[Episode #206] – Regulatory Capture in Texas

As we have discussed in previous episodes of the show (like Episodes #73, #177, and #198), state regulators and legislators can be ‘captured’ by the industries they are supposed to regulate and wind up serving those industries instead of the public interest.

Usually, regulatory capture is a form of corruption: The system isn’t supposed to work that way, but certain interests can manage to corrupt it. In Texas, however, that kind of capture isn’t a bug—it’s a feature.

In this episode, investigative journalist Russell Gold of Texas Monthly shares what he found after tracking down hundreds of documents scattered across dozens of offices around the state. Not only does the chair of the Texas commission that regulates the oil and gas business personally earn royalties from some of the very oil and gas leases she regulates, so does her family.

We also check in on the progress that Texas is making—and not making—to prevent the kind of grid blackout that happened during the February 2021 big freeze. And we ask where the limits to corruption in Texas actually are, and how rank and file voters in the state feel about it. It’s a sordid story, but an important one to understand, because it reveals a lot about the power of the oil and gas industry in the US.

Geek rating: 2

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[Episode #198] – The Coal Trap

Why have coal-mining communities continued to white-knuckle their interests in coal long after it was clear the industry was well into decline and would never come back? How were politicians able to misdirect blame toward a “War on Coal” narrative rather than economic factors?

In this episode, Jamie Van Nostrand, a longtime lawyer who has worked both for utility regulators and utility companies, sheds light on these questions. In addition to his current role as a regulator, Jamie has served as a professor of utility law and regulation in several states, including West Virginia, the poster child of coal-industry denial about the energy transition. In Jamie’s 2022 book, The Coal Trap: How West Virginia Was Left Behind in the Clean Energy Revolution, he explains how the politics of West Virginia, and the actions of coal industry proponents and lobbyists, contributed to a culture of denial about the need for a clean energy transition. This denial has come at a great cost to West Virginians, who have missed out on energy transition during a ‘lost decade’ and are now facing unnecessarily high grid power costs for many years ahead. Jamie shares his insights in this episode and explains how the situation in West Virginia can serve as a cautionary tale for other communities facing similar challenges. It’s a fascinating book, and Jamie’s explanations in this extra-long episode are illuminating.

Geek rating: 3

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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 #163] – Transition in Russia Part 2

This is the second part of our nearly four-hour interview with Professor Thane Gustafson on his new book, Klimat: Russia in the Age of Climate Change, about Russia’s attitude toward climate change, and how the nation will fare in the energy transition.

In part one of this interview, which we featured in Episode #162, we discussed Russia’s oil sector. In this second part, we talk about Russia’s other energy resources, including natural gas, coal, nuclear technology, and renewables, as well as its hopes to pivot to hydrogen production for export to Europe and how it might deal with the pending European carbon border adjustment mechanism. We’ll also discuss Russia’s perspective on climate change and its role in addressing it, and wrap up the conversation with the outlook for Russia’s fortunes and climate vulnerabilities as the global energy transition and climate action proceed.

Geek rating: 6

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[Episode #154] – Japan’s Nuclear Dilemma

Japan was once the third-largest operator of nuclear power facilities in the world, but that came to a sudden end with the largest earthquake to ever hit the country on March 11th, 2011, which caused a massive tsunami that led to the meltdown of the Fukushima Daiichi nuclear power plant, and then to the closure of all 54 of the country’s nuclear plants. In the decade hence, Japan has struggled to plot a new course to get its energy, see-sawing between attempts to restart the plants and relying more on coal and natural gas, while at the same time trying to improve efficiency, conserve energy, and find ways to reduce its emissions to help meet its decarbonization targets under the Paris climate agreement.

Now, the country’s leadership is taking bold steps toward building more renewables and seeking to cut back on its use of fossil fuels, while just a handful of its nuclear plants have been restarted and the future of the rest is very much in contention. It’s a confusing political landscape, and one of the most challenging cases in the world for energy transition, but it also could prove to be one of the most cutting-edge leaders, especially if it can exploit its offshore potential for renewables.

In this episode, Bloomberg reporter Stephen Stapczynski, who has reported on Japan’s energy sector for years, paints for us a coherent picture of Japan’s nuclear past, where it stands now, and how it will obtain its energy in the future.

Geek rating: 2

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[Episode #121] – Winning and Losing the Policy Game

Conventional thinking is that policy supports the advancement of clean energy gradually and progressively, with hard-won gains setting up further success over time. And sometimes, it does play out this way. But sometimes it doesn’t, too. Our guest in this episode, Dr. Leah Stokes of UC Santa Barbara, describes the policymaking around energy transition as a matter of “organized combat” between clean energy advocates and incumbents in the utility and fossil fuel sectors — a process of combat which produces winners and losers. And rather than be shy about that, she argues, advocates for climate action and energy transition need to learn from their opponents and get much more organized and serious about winning policy battles.

In this two-hour interview, we talk through the history of clean energy policymaking, and how it was rolled back or thwarted, in four U.S. states. Step by step and case by case, we can learn from her original research what the winning tactics are, and how to lock in victories when we win them. This episode is critical listening for anyone involved in policymaking, regulatory interventions, crafting legislation, or activism.

Geek rating: 3

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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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[Episode #93] – Energy Transition in India and Southeast Asia, Part 2

This is Part 2 of our two-and-a-half hour interview with Tim Buckley, of the Institute of Energy Economics and Financial Analysis, based in Australia. We featured Part 1 in Episode 91, in which we primarily discussed the future of coal fired power in India. In this second part, we expand on the India story and look more broadly at energy transition across Southeast Asia, and consider the outlook for coal, renewables, and nuclear power in China, Japan, Bangladesh, Pakistan, and Malaysia, among others. As he did in Part 1, Tim shares with us in this episode a fascinating set of data on the future of energy in Southeast Asia that is oftentimes at sharp variance with the projections that we hear from energy watchdogs like the International Energy Agency. Tim tells a much more hopeful story about energy transition in the developing world. For example: If you think that China’s building more coal plants means that its coal consumption is going to go up, think again! Energy transition is moving ahead, and will move ahead, much more quickly in Southeast Asia than any of our major agencies project, and that is great news for the climate.

Geek rating: 4

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[Episode #91] – Energy Transition in India and Southeast Asia, Part 1

It has long been assumed that India, China, and other developing countries of Southeast Asia would power their vigorous economic growth for decades to come with coal. We heard over and over that China is building a new coal-fired power plant every three days, and about plans for multi-gigawatt sized coal-fired power plants in India. As long as coal was the cheapest form of power, addressing our climate emergency seemed like a lost hope.

But that nightmare is now evaporating thanks to the continuously declining costs for solar, wind, and battery storage. Although there are far too few policymakers (not to mention the major energy agencies, like EIA and IEA) who appear to be aware of it, the future of coal is fading by the day, as solar and wind take the lead as the lowest cost forms of power. And nowhere is this new reality more starkly evident than in India, where a remarkable pivot away from coal has been under way for about five years now, radically reshaping the outlook for India’s energy consumption, and stranding billions of dollars in investments in coal plants that will not be used as expected. At the same time, India is busily electrifying 18,000 villages, pushing forward on the electrification of transportation, and developing demand-side technologies that together are more likely to make India one of the world’s great success stories in energy transition than one of the world’s largest upcoming carbon emitters.

Our guest in this episode has been closely watching these markets for three decades, and is one of the sharpest observers of what’s happening in India and Southeast Asia. This episode is Part One of our two-and-a-half hour conversation with him, which mostly covers India and coal. Part Two of this interview will be featured in Episode 93.

Geek rating: 4

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