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[Episode #261] – The Case Against Climate Doom

Oct 22 2025

Recent headlines may create the impression that the energy transition is slowing down, struggling against headwinds, and failing to make the requisite progress against our climate targets.

But the reality is that there is enormous progress being made against the climate change challenge, especially if you step back a bit from the daily news flow and consider the trends. There is plenty of evidence that we are in fact making a good deal of progress, and that the energy transition is accelerating, not slowing down. In fact, 2025 may be the year that global emissions peak and go into decline.

In his new book, The Case Against Climate Doom — An Economist's Guide to Climate Optimism, economist Michael Jakob reveals why the "we're too late" narrative isn't just wrong, but one that fossil fuel interests use to delay climate action. Building on his degrees in physics, economics, and international relations, Michael explores how climate change mitigation, adaptation technologies and policies are spreading across the world.

The evidence is striking: Solar costs have dropped 90% in 20 years, wind 80%, batteries 97%. Norway hit 97% EV market share without banning gas cars, simply by making electric vehicles irresistible. Climate litigation is winning unprecedented cases, with Swiss seniors successfully arguing that government inaction violates human rights. Over 5,000 climate policies now exist worldwide, up from under 100 in 2005.

In today's conversation, we explore five examples from each dimension the book covers: social progress, political change, and technological advances. From the collapse of carbon lock-in, to why even Texas became a green energy powerhouse, this interview offers clear evidence showing why the transition is continuing to accelerate, not stall.

Guest:

Michael Jakob is an independent researcher and consultant working under the label ‘Climate Transition Economics’. He holds a PhD in economics from the Technical University of Berlin and has obtained degrees in physics, economics, and international relations from universities in Munich, St. Gallen, and Geneva. His research interests include climate change mitigation in developing countries, the political economy of climate policy as well as the interlinkages between environmental policy and human well-being. Michael has advised governments, international organizations as well as NGOs and served as contributing author to the IPCC’s Fifth Assessment Report.

On Bluesky: https://ct-economics.bsky.social/

On LinkedIn: https://www.linkedin.com/in/michael-jakob-3929215/

On the Web: https://www.ct-economics.net/

Geek rating: 2

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[Episode #260] – China Energy Transition Review 2025

Oct 8 2025

Mini Episode

Over the past decade, China has transformed from a heavily coal-fired country to the undisputed global leader in the energy transition. The pace keeps accelerating: In April 2025 alone, China installed more solar than Australia has in its entire history. By 2030, as little as one-seventh of China's projected spare solar manufacturing capacity could electrify everyone without power in 88 low-income countries.

Yet, this progress has not been recognized by much of the West, which still fixates on headlines about "building three coal plants a week" while missing that China is getting far ahead of US decarbonization efforts. China's vast exports of energy transition solutions are rapidly decarbonizing other emerging economies, while the nation's share of global clean energy patents jumped from 5% in 2000 to 75% today. Chinese companies now spend ten times more on electricity R&D than US companies and match the combined energy R&D spending of the US and EU together. The innovation advantage has flipped.

To understand China's oversized role in the energy transition, Muyi Yang and Sam Butler-Sloss of Ember join us to break down their report China Energy Transition Review 2025. We'll review how China is routinely beating its own transition targets by three to six years. We'll hear how Chinese firms have announced over $200 billion in overseas clean tech manufacturing investments, surpassing the scale of US investment abroad under the Marshall Plan. Solar, batteries, and EVs are growing three times faster than China's overall economy, hitting nearly 10% of GDP. Chinese solar exports to Namibia, Cambodia, and similar countries now exceed the entire centralized power generation capacity of those countries.

The result: what took decades with old energy is happening in years with solar. China's enormous commitment to the energy transition is a strategic path to economic growth and economic and political power, and it heralds the end of fossil fuel's dominance of the global energy system by 2030.

Guest #1:

Dr. Muyi Yang is Senior Policy Analyst at Ember, a global energy and climate think tank. He also holds positions as a non-resident Senior Policy Fellow at Asia Society Australia. Additionally, he is Adjunct Fellow at the Australia-China Relations Institute at the University of Technology Sydney and serves as the Secretary of the International Society for Energy Transition Studies.

On Linkedin: https://www.linkedin.com/in/muyi-yang-aa185389/?originalSubdomain=au

On X: @ymymilan

Guest #2:

Sam Butler-Sloss is a research manager at Ember where he analyses the global energy transition. He has published numerous articles and reports examining the rapid rise of cleantech and its implications. Prior to Ember, Sam worked at the Rocky Mountain Institute (RMI) and the Carbon Tracker Initiative.

On LinkedIn

On X

On Bluesky

On Substack

Geek rating: 3

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[Episode #259] – 10th Anniversary: New Marching Orders

Sep 24 2025

Mini Episode

For our 10th anniversary, we reflect on our work so far, and consider what the next ten years might require. Whereas we spent the past decade focusing on techno-economic subjects, like explaining climate science and climate policy, and showing that energy transition technologies are practical and affordable, the next decade is likely to be far more political. We no longer need to justify the concept of the energy transition. Our job now is scaling up solutions and overcoming the resistance to them.

To help us explore this pivot, we welcome back Kingsmill Bond from Episode #152, along with his frequent co-author Daan Walter. Both are with energy transition think-tank Ember, where along with Sam Butler-Sloss they've published reports that clearly articulate what many observers are missing: an "electrotech revolution" reshaping geopolitics. They reveal staggering data: 70-80% of car sales in developing economies like Nepal and Ethiopia are already electric, while China's fossil fuel demand dropped 1% for the first time ever. Nearly every nation has 10-1000x more renewable potential than needed for its energy independence. Developing economies are seizing that opportunity while developed economies sabotage their own electrification by resisting change and taxing electricity at three times the rate of gas.

So join us to celebrate our 10th anniversary! And get ready for an even faster decade of the energy transition as countries choose to lead in the electrotech revolution, or get left behind.

Guest #1:

Daan Walter is a Principal at Ember, leading strategy research on the future of energy. His work builds on his previous role at RMI, where he focused on cleantech growth, battery development, and related mineral demand. Prior to that, at McKinsey, he co-founded and led the Sustainability Analytics team, advising governments and Fortune 500 companies on the energy transition. (linkedin)

On Twitter: @DaanWalt3r

On LinkedIn: https://www.linkedin.com/in/daan-walter-292980a7/

On the Web: https://ember-energy.org/people/daan-walter/

Guest #2:

Kingsmill Bond is the Energy Strategist for Carbon Tracker, a London-based clean energy think tank. He believes that the energy transition is the most important driver of financial markets and geopolitics in the modern era. Over a 25 year career as an equity analyst and strategist at institutions such as Deutsche Bank, Sberbank and Citibank, he has researched emerging markets, the shale revolution and the impact of US energy independence. At Carbon Tracker, he has written about the impact of the energy transition on financial markets, domestic politics and geopolitics, and authored a series of reports on the myths of the energy transition, looking at the many arguments made by incumbents to deny the reality of change.

On Twitter: @KingsmillBond

On the Web: Kingsmill’s page at Carbon Tracker

Geek rating: 4

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[Episode #251] – South Australia on Point

Jun 4 2025

Mini Episode

This episode is the final part in our miniseries about Australia's energy transition.

In late 2024, Chris traveled to Australia and recorded interviews with a wide range of experts who are intimately involved in the energy transition there. We featured some of them in the earlier episodes of this miniseries, namely, Episodes #234, #235, #246, #247, and #249.

In this episode, we take a close look at South Australia, where rooftop solar alone already powers the entire state grid at times. By 2027, South Australia plans to operate with 100% variable renewable energy, making it the first gigawatt-scale grid in the world to achieve this milestone.

The challenge? SA Power Networks, the distribution grid operator, doesn't control generation, transmission, or metering, and doesn't buy or sell electricity. This means South Australia must figure out how to maintain a stable, reliable grid consisting largely of customer-owned energy resources.

In this conversation, James Brown, Head of Network Strategy at SA Power Networks, explains how his team of engineers and stakeholders are finding innovative solutions to meet this challenge. Their approaches will offer valuable lessons for grids worldwide as they, too, transition to electricity systems almost entirely powered by variable renewables.

Guest:

James Brown is Head of Network Strategy for SA Power Networks. James is responsible for facilitation and oversight of long-term strategy to ensure that the network, and the services it delivers, adapt to changing environmental factors.

James has over 10 years’ experience delivering world-leading strategy and innovation in the energy sector. His current role is leading the Network Strategy team at SA Power Networks’ Network Innovation Centre, responsible for pilots, trials and major programs of work that are shaping the distributed energy future.

On LinkedIn: https://www.linkedin.com/in/james-brown-a856a7114/

Geek rating: 9

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[Episode #249] – Solar Innovation in Australia

May 7 2025

Mini Episode

This episode continues our miniseries on Australia’s energy transition.

In late 2024, Chris traveled to Australia and recorded interviews with a wide range of experts who are intimately involved in the energy transition there. Previous episodes in this miniseries are Episode #234, Episode #235, Episode #246, and Episode #247.

In this episode, we feature three researchers and entrepreneurs in Australia who are advancing solar technology research and development:

Martin Green, Professor at University of New South Wales, Sydney and Director of the Australian Centre for Advanced Photovoltaics.
Craig Wood, CEO of Vast Energy, a concentrated solar thermal power (CSP) company.
Richard Payne, CEO of RayGen, a concentrated solar PV and solar thermal company.

In the next and final episode in this miniseries, we’ll take a close look at how one Australian state is solving the challenges of knitting together customer-owned systems into a reliable power grid.

Guest #1:

Craig Wood is the CEO of Vast. Craig has led Vast since 2016, proving the internationally awarded solar thermal technology at a Pilot Plant in regional NSW and leading the development of Vast Solar’s first utility-scale plant in Mount Isa, Queensland.

Craig is an experienced leader with a background in corporate management, structured finance and the energy and technology sectors. Prior to joining Vast in 2015, he worked in London, NewYork, Sydney and Perth and has held leadership roles in diverse industrial and manufacturing organisations including Browne’s Dairy, Archer Capital, and Lehman Brothers.

Craig holds a BSc in Mechanical Engineering from the University of Western Australia and a MSc of Finance from the London Business School. He was also a Rhodes Scholar at the University of Oxford.

On LinkedIn: https://www.linkedin.com/in/craig-wood-59bb3a111/

On the Web: https://www.vast.energy/

Guest #2:

Dr. Martin Green is Scientia Professor at the University of New South Wales, Sydney and Director of the Australian Centre for Advanced Photovoltaics, involving several other Australian Universities and research groups. His group’s contributions to photovoltaics are well known and include holding the record for silicon solar cell efficiency for 30 of the last 39 years, described as one of the “Top Ten” Milestones in the history of solar photovoltaics. The PERC solar cell that he invented in 1983 and his team developed to its full potential accounted for 91.2% of worldwide silicon solar module production in 2021 (CPIA).

Major international awards include the 1999 Australia Prize, the 2002 Right Livelihood Award, also known as the Alternative Nobel Prize, the 2007 SolarWorld Einstein Award, the 2016 Ian Wark Medal from the Australian Academy of Science, the prestigious Global Energy Prize in 2018, the 2021 Japan Prize, the 2022 Millenium Technology Prize and, with three former students, the 2023 Queen Elizabeth Prize for Engineering.

On the Web: Martin’s page at UNSW

Guest #3:

Richard Payne is the CEO of RayGen, where he has been since 2015. Previously at RayGen, he served as Chief Operating Officer responsible for the development of RayGen’s core technology. Prior to that, he worked at Ceramic Fuel Cells Limited, where he held the roles of Engineering Manager, General Manager of Operations, and Chief Operating Officer. Richard is a qualified Chemical Engineer and spent time in the steel industry as a process engineer prior to his role in developing and commercializing fuel cell technology. He’s committed to tackling climate change and protecting of the environment, and is passionate about birdwatching and native gardening.

On LinkedIn: https://www.linkedin.com/in/richard-payne-0a83871/

On the Web: https://raygen.com/

Geek rating: 8

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[Episode #234] – Transition in Australia 2024

Oct 2 2024

Mini Episode

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 #188] – Getting to a 100% Clean Grid

Dec 21 2022

Mini Episode

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

Dec 7 2022

Mini Episode

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

Nov 23 2022

Mini Episode

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.

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 #182] – 7th Anniversary Show

Sep 28 2022

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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