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Topic: Solar

[Episode #234] – Transition in Australia 2024

In August 2024, Chris commenced a three-month research trip across Australia and New Zealand to explore their unique challenges and opportunities in the energy transition, and to conduct interviews with the people involved. This episode kicks off a miniseries based on those travels.

We start by speaking with Giles Parkinson, a journalist for more than 40 years who has arguably covered Australia’s energy transition more thoroughly and consistently than anyone else. Giles is the founder and editor of Renew Economy and the co-host of the weekly Energy Insiders Podcast as well as the founder of two other websites: One Step Off The Grid, which provides information to consumers contemplating what they can do to support the energy transition, and The Driven, which is billed as “Australia’s most-trusted and well-read electric vehicle news site.”

In this roughly 90-minute conversation, we frame up the big picture on Australia’s energy transition, including the major themes and vectors of change. We discuss several significant energy transition projects as well as the politics of the energy transition in Australia, including the roles of various government agencies.

Guest:

Giles Parkinson is founder and editor of Renew Economy, and is also the founder of One Step Off The Grid and founder/editor of the EV-focused The Driven. He is the co-host of the weekly Energy Insiders Podcast. Giles has been a journalist for more than 40 years and is a former business and deputy editor of the Australian Financial Review.

On Twitter: @GilesParkinson

On LinkedIn: Giles Parkinson

On the Web:  Giles’ page at Renew Economy

Geek rating: 6

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[Episode #229] – US Distributed Solar Potential

What is the full potential for distributed solar power in the US?

Many models have been developed to explore how a decarbonized US energy system could look, consistently finding that solar power would be the dominant source of electricity. Yet, we don’t really know the full potential for distributed solar. Even the term “distributed solar” isn’t very well-defined, potentially referring to many different kinds of solar power installations.

In today’s conversation, we review the available estimates for small rooftop and ground-mounted systems typically found on buildings, solar panels on canopies over parking lots, and innovative floating solar arrays over bodies of freshwater. Additionally, we explore emerging options such as installations on brownfield sites, agricultural lands, and alongside roadways.

Then we add it all up to see how big of a role distributed solar could actually play in a fully decarbonized US electricity system—with a surprisingly large result! But you’ll have to be a premium member and listen to the end to find out what it is.

In this episode, we are joined by Robert Margolis, a Senior Energy Analyst with the Strategic Energy Analysis Center at the National Renewable Energy Laboratory (or NREL), which is part of the US Department of Energy. With more than 20 years of focused research on solar in the US, and his deep familiarity with energy technology and policy and energy-economic-environmental modeling, he is one of the top experts on the potential for distributed solar in the US.

Guest:

Robert Margolis is a Senior Energy Analyst in NREL’s Strategic Energy Analysis Center. Since joining NREL in 2003, he has served as key advisor to the U.S. DOE’s Solar Energy Technologies Office. In this role he has helped to define and carry out a broad analytical agenda focused on examining the potential for and challenges related to wide-spread adoption of solar energy. He led the Solar Futures Study (2021), the On the Path to SunShot Study (2016), and the SunShot Vision Study (2021). His main research interests include energy technology and policy; research, development, and demonstration policy; and energy-economic-environmental modeling.

On the Web:  Robert’s page at NREL

Geek rating: 4

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[Episode #220] – Climate Capitalism

What is the recipe for an energy transition at the scale needed to limit global warming below the crucial 2°C threshold?

Bloomberg journalist Akshat Rathi has identified some of the key ingredients, based on his interviews with ten of the world’s most influential personalities working on climate solutions. In his new book, Climate Capitalism, Akshat recounts their stories and makes a case for how capitalism and the dynamism of the private sector are essential components of the global race to zero emissions.

We take a deep dive into Rathi’s work, confronting the criticisms of capitalism, examining how its varied implementations around the world produce different results, and exploring potential reforms for improvement. We conclude by weaving in some ideas drawn from topics discussed previously on the show, including “command capitalism,” how the energy transition requires long-term planning with a system thinking perspective, and the tension between forces driving for international cooperation versus competition.

It's a thoughtful look at the state of the global energy transition from someone with a front-row seat to the investment flows around the world, and we know you’ll find it an illuminating and inspiring discussion.

Guest:

Akshat Rathi is a senior climate reporter for Bloomberg News and is the host of Zero, a weekly climate podcast for Bloomberg Green.

He has a PhD in chemistry from the University of Oxford, and a BTech in chemical engineering from the Institute of Chemical Technology in Mumbai. He has written for Quartz and The Economist, and his work has been cited in global publications including New York Times, Washington Post, New Yorker, The Guardian, Wall Street Journal and Financial Times.

On Twitter: @AkshatRathi

On LinkedIn: AkshatRathi

On the Web:  https://akshatrathi.com/

Geek rating: 4

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[Episode #212] – Transition in Eigg

Twenty-six years ago, on a wee island with just 65 residents off the west coast of Scotland, the seeds of a fascinating energy transition project were planted. That began a long process which ultimately made it possible for the island’s inhabitants to become the world’s first community to launch an off-grid electric system powered by wind, water and solar.

In the Autumn of 2023, Chris traveled to that island—the Isle of Eigg—to see it for himself, and interview some of the key people who were involved in making it happen. You’ll learn all about how it happened and what the island’s residents plan to do next in their pursuit of greater self-determination and self-sufficiency.

This is our second show in the new, place-based format we piloted in Episodes #186 and #187. Instead of exploring a particular topic with one guest who has a noncommercial perspective, as most of our shows have done so far, this new format aims to tell the stories about how the energy transition is proceeding in some of the places Chris is visiting in his ongoing travels as a peripatetic podcaster. There will be more episodes in this format to come, and we hope you enjoy them.

Geek rating: 4

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[Episode #203] – The Case for Climate Optimism

Why does so much media coverage of climate change emphasize the worst-case scenarios and the slow speed of the energy transition? Why don't more stories highlight how the energy transition is working and accelerating, reducing expected increases in carbon emissions and rendering the worst-case warming scenarios increasingly unlikely?

These are important questions, because reporting about the climate and the energy transition can be a self-fulfilling prophecy. If the media constantly asserts that climate change is unstoppable and that we’re doomed, people will feel discouraged and give up during a critical time in which we must make progress. Whereas by showing people how they can be part of the solution, they will do what they can and support leaders committed to addressing the problem.

It’s also important that we understand what’s real and likely, and what isn’t. An unfortunate number of stories about climate change have emphasized vague “tipping points” and “feedback loops” that might accelerate warming in the future. But those are unquantified and undefined terms referring to highly uncertain possibilities. Meanwhile, highly probable outcomes that would result from existing climate policies are barely mentioned.

So why is there so much media focus on the worst-case scenarios? A shred of uncertainty isn't a sufficient reason to emphasize the worst case above all else. Wouldn't it make more sense to focus on the likely outcomes of our existing policies?

In this episode, we're joined by a climate researcher and data analyst who finds reason for optimism on climate change. Hannah Ritchie is a Senior Researcher in the Programme for Global Development at the University of Oxford. She is also Deputy Editor and Lead Researcher at the online publication Our World in Data, which brings together the latest data and research on the world's largest problems and makes it accessible for a general audience. Her forthcoming book, Not the End of the World, will be published in January 2024.

In today’s conversation, Hannah explains what converted her from a climate pessimist to an optimist, and shares her insights into why stories of climate doom seem to be more popular. We explore a number of her data analyses that support her optimistic outlook. And we discuss why it’s important to give people hope that we can address the climate challenge successfully—not by merely adopting a pollyannish attitude, but by really looking at the facts, and understanding the progress that we’re actually making.

Geek rating: 5

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[Episode #202] – UK’s Green Day

On March 30th, in what some have dubbed its ‘Green Day,” the UK government released a package of plans to advance its action on climate and the energy transition. A centerpiece of the package detailed how the government’s plans will achieve the emissions reductions required in its sixth carbon budget.

In this episode, Dr. Simon Evans, Deputy Editor and Senior Policy Editor of Carbon Brief, rejoins us to review the highlights of the new policy package. Comprising over 3,000 pages across some 50 documents, the plans covered a wide range of incentives and objectives, including a new energy security strategy, guidelines for funding carbon capture and hydrogen projects, a revised green finance strategy, carbon border taxes, sustainable aviation fuels, mandates for clean cars and clean heat, major infrastructure projects, and much more.

After listening to this two-hour interview, you’ll know just about all there is to know about the state of climate and energy transition policy in the UK!

Geek rating: 6

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[Episode #201] – India Update Part 2

This is part two of our interview with Mohua Mukherjee, a Senior Research Fellow at the Oxford Institute for Energy Studies. Previously, she was a development economist and project manager with the World Bank, working in over 40 countries.

In this second part, we dive into India’s use of oil and natural gas, and why it has continued to purchase these fuels from Russia, even as the West has implemented trade restrictions. We go on to explore India’s unique approach to transitioning mobility to vehicles that run on electricity and CNG. We highlight India's strategy for developing domestic industries in battery manufacturing, solar energy, hydrogen electrolyzers, and other clean technologies. We also take a closer look at India's astonishing progress in expanding electricity access to its vast population. We examine the challenges faced by electricity distribution utilities in the country, and their efforts to enhance efficiency. Finally, we address India's progress on its climate initiatives and the importance of ensuring a "just transition" as the nation reduces its reliance on coal-fired power.

Be sure to check out part one of this interview in Episode #199 for a review of India’s overall energy mix, including a close look at its use of coal, solar, and wind.

Geek rating: 5

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[Episode #200] – ETS Retrospective

To mark the milestone of our 200th episode, we’re taking a look back at how the energy transition has progressed since we launched this podcast in 2015. We revisit the “war on coal”, the concept of the “energy transition,” advances in wind and solar power, changing perspectives about the future of natural gas, “baseload” power’s fading role, the astonishingly rapid uptake of EVs, evolving views on nuclear power, and more!

We also take a moment to reflect on the Energy Transition Show over the last seven and a half years, and take stock of what we have learned. We consider how the media landscape has changed for podcasts in general, and why we are feeling more confident than ever about our focus and our business strategy.

And since this landmark episode is presented from our point of view, we’re turning the tables so that Chris is the guest, interviewed by Jeff St. John, one of our favorite energy journalists. Jeff is currently the Director of News and Special Projects at Canary Media, and he has been following and writing about the energy transition for about as long as Chris has, so he also has a broad perspective on how the energy transition has progressed.

So join us for this special retrospective episode with two seasoned energy transition observers!

Geek rating: 4

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[Episode #199] – India Update Part 1

This is part one of our interview with Mohua Mukherjee, a Senior Research Fellow at the Oxford Institute for Energy Studies. Previously, she was a development economist and project manager with the World Bank, working in over 40 countries.

In this episode, we discuss the overall energy mix in India, and explore the dynamics of the coal power sector. We then take a deep dive into the solar power sector, including India’s innovative financing strategy leveraging a World Bank loan. Finally, we wrap it up with a look at the wind power sector.

In the second part, which will run as Episode #201, we’ll talk about India’s use of oil and natural gas, including why they are using gas for transportation. We’ll explore India’s investments into manufacturing clean technologies. We’ll review how their distribution utilities are improving access to grid power and improving efficiency. And we’ll end with a discussion about how India is taking a “just transition” approach to winding down its dependence on coal-fired power.

Geek rating: 5

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[Episode #190] – Financing Utility Scale RE in Developing Countries

Multilateral development banks (MDBs) like the World Bank are increasingly under pressure to invest more in renewable energy projects in emerging markets. The lack of financing for such projects is a problem at the small, distributed scale as we discussed in Episode #189, and it’s also a problem for utility-scale projects as we discuss in this episode.

In this conversation, Brad Handler, a Program Manager and Researcher at the Sustainable Finance Lab of the Payne Institute at the Colorado School of Mines who tracks various such projects and initiatives, walks us through some recent Energy Transition Mechanisms (or ETMs) and Just Energy Transition (or JET) refinancing projects that aim to close coal plants in the developing world long before the end of their expected lifespans, and replace their generation with renewable power. A former Wall Street Equity Research Analyst with 20 years of experience covering the oil sector, Brad has a deep understanding of how finance in the traditional energy sector works, giving him an excellent perspective on how energy transition financing could work. He does a wonderful job of explaining the oftentimes opaque and complex world of sustainable finance so that it’s comprehensible.

Closing coal plants remains the number-one priority globally for reducing carbon emissions. So although these are still very early days for refinancing projects, it’s worthwhile to examine how and where development banks are finally taking some real steps to accelerate the energy transition in emerging economies, derisking the sector and motivating much more conventional private sector capital to participate.

Geek rating: 5

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