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Topic: Transmission

[Episode #280] – Statistical Review of World Energy 2026

The Statistical Review of World Energy 2026 is out, offering the first complete look at global energy data for 2025. The report's 75th edition, now presented in partnership with the energy think tank Ember, reveals a year in which demand for every form of energy hit a new record high.

But growing overall demand, even for fossil fuels, doesn't mean the energy transition isn't happening. Renewables grew more than any other form of energy for the first time outside of a recession, with solar power accounting for 72% of the increase. And global electrification reached a tipping point, with electricity demand growing 3%, faster than energy supply overall. China alone added the equivalent of Germany's entire annual electricity consumption in a single year. These are just a few of the indications that the future of global energy use is increasingly electric, even as regional paths differ.

In 2025, rising electricity demand was met entirely by low-carbon sources, with renewables and hydro overtaking coal as the largest source of generation. Fossil generation fell overall, demonstrating that fossil fuels are being substituted rather than supplemented.

Solar and storage are clearly taking the lead in the global energy system, and they're not looking back, as global battery storage capacity grew 66% last year alone. Solar already produces more electricity than gas in major parts of the world, and its lead in power generation will only grow.

In this episode, we are joined by Aditya Lolla, Interim Managing Director at Ember, and Euan Graham, Senior Electricity and Data Analyst at Ember and a lead author of the report, to share the key findings from this new update on all the energy data that matters.

We'll dig into the report's new total energy supply measure, which we explored in Episode #259. We'll hear how China's road fuel demand is now falling, redefining the assumed long tai

Guest #1:

Aditya Lolla is Interim Managing Director and Asia Programme Director for Ember.

Aditya Lolla is Interim Managing Director at Ember, the global energy think tank. Over the past nine months, he has led the organisation while continuing to shape Ember’s work on Asia. He was previously responsible for developing Ember’s strategy and workstreams in Asia, building Ember’s data-led research portfolio on the region and leveraging it to support governments across the region in accelerating the clean energy transition. His work focuses on how clean electricity, electrification and energy security are reshaping energy systems globally.

Earlier in his career, he managed large renewable power projects that covered about 50,000 homes in India and led on a World Bank funded project to develop new bioenergy technologies. He holds a Master of Public Policy from the University of Oxford and an MSc in Sustainable Energy Systems from the University of Edinburgh.

On LinkedIn: https://www.linkedin.com/in/adityalolla

On the Web: https://ember-energy.org/people/aditya-lolla/

Guest #2:

Euan Graham is Senior Electricity and Data Analyst for Ember.

Euan re-joined Ember in 2024, having been part of the original Ember team when it was founded. He is part of the Global Programme team, where he leads work on electrification.

He has been an author for several of Ember’s flagship reports, including the Global Electricity Review and China Energy Transition Review, and will be a lead author of the Statistical Review of World Energy, in partnership with the Energy Institute.

Euan holds a masters degree in Physics from the University of Oxford, where he specialised in analysing global climate models. In previous roles, Euan led work on oil and gas phaseout at the independent energy thinktank E3G, and on electricity market reform at Citizens Advice, the consumer advocate for the energy sector in England and Wales.

On LinkedIn: https://www.linkedin.com/in/euan-graham-783774111/).

On the Web: https://ember-energy.org/people/euan-graham/

Geek rating: 6

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[Episode #279] – Debottlenecking Europe’s Grid

Right now, Great Britain has more than enough new solar projects waiting to be connected to its distribution grid to meet its 2030 renewable energy target.

Italy and Poland could reach half their 2030 solar targets just by connecting the solar already sitting in their queues.

Across just eight European countries, there's a whopping 375 GW of wind and solar PV projects, and an even larger 455 GW of battery storage projects, just languishing in connection queues. Together, these wind, solar and battery resources are roughly equivalent to the entire generation capacity of those countries.

These are the shocking findings from a new study commissioned by the European climate nonprofit Beyond Fossil Fuels. Its estimates are deliberately conservative: the study values the trapped clean energy projects at around €100 billion, with the real total almost certainly higher. In this episode, we welcome Tara Connolly, their Programme Lead for Energy Markets and Grids, to share what the report found and learn what can be done about this sad state of affairs.

And the crunch isn't only on the supply side. Data centers are now muscling to the front of the same queues. In Ireland, they already consume half of greater Dublin's electricity, while households' EV chargers, rooftop solar, and home batteries wait behind them.

It will not surprise our longtime listeners at all to learn that unlocking all this mostly comes down to regulation, with many of the fixes already on the books, just not enforced.

Guest:

Tara Connolly is Programme Lead for Energy Markets and Grids with the NGO Beyond Fossil Fuels, where she leads work on delivering the grids and market rules necessary to phase out fossil fuels and ramp up renewables and clean flexibility. She has almost 15 years of experience in EU energy policy and campaigns, and has worked in the past for Greenpeace, Friends of the Earth and Global Witness.

On Bluesky: @taraconnolly.bsky.social

On LinkedIn: @tara-connolly-EU

On the Web:  https://beyondfossilfuels.org/

Geek rating: 7

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[Episode #247] – Energy Innovations in Australia

This episode is part of a miniseries about Australia's energy transition.

In late 2024, Chris traveled to Australia and recorded interviews with experts closely involved in its energy transition. The first of those interviews was featured in Episode #234, and the second in Episode #235. In Episode #246, we explored how the Australian government is working with the grid power sector to plan its transition to renewables while maintaining system reliability.

In this episode, we explore innovative approaches Australia is using to manage the evolution of its energy system.

To tell this part of the story, we weave together the perspectives of several guests:

  • Darren Miller, CEO of ARENA, explains their investment focus on early-stage technologies.
  • Gabrielle Kuiper, energy and climate change professional, shares insights on DER integration across Australia.
  • Stephanie Unwin, CEO of Horizon Power, discusses the unique challenges of managing a remote utility in Western Australia.
  • Professor John Boland describes how he and his wife used low-tech solutions to transform an uncomfortable old house into a comfortable urban oasis.

In the next miniseries episodes, we'll explore more innovations in solar power and 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:

Darren Miller has been the Chief Executive Officer of the Australian Renewable Energy Agency (ARENA) since 2018. With 30 years’ experience across renewable energy, electricity retail, technology, finance, media and entertainment, Darren has led ARENA into new strategic areas. With a focus on optimising Australia’s electricity transition, commercialising renewable hydrogen, supporting the transition to low emissions metals and decarbonising transport, Darren’s leadership has given clear and defined purpose to ARENA in meeting Australia’s net zero targets and setting Australia up as a potential renewable energy superpower.

Prior to ARENA, Darren was co-founder and CEO of Mojo Power, an innovative electricity retailer. He was also previously the Director of Asset Finance at Sungevity Australia, and co-founder and CEO of Sumwise, a technology and services company. His breadth of experience includes managing investments for Publishing and Broadcasting Limited and Consolidated Press Holdings, as well as in corporate finance and advisory at Ernst & Young. He is a Chartered Accountant with a Bachelor of Commerce (Hons) from the University of New South Wales.

On the Web:  https://arena.gov.au/

On LinkedIn: https://www.linkedin.com/in/darrenhmiller/

Guest #2:

Dr Gabrielle Kuiper is an energy, sustainability and climate change professional with over 20 years’ experience in the corporate world, government and non-government organisations and academia. Dr Kuiper has held senior executive or senior advisory energy-related positions at the Energy Security Board, in the Office of the Prime Minister, at the Public Interest Advocacy Centre (PIAC) and in the NSW Government. Dr Kuiper currently works internationally and in Australia on policy and regulation to support Distributed Energy Resources (DER), including as a guest contributor with IEEFA, the Institute for Energy Economics and Financial Analysis, an international independent think tank focused on speeding up the energy transition.

On Twitter: @GabrielleKuiper

On the Web: Gabrielle’s reports for IEEFA

On LinkedIn: https://www.linkedin.com/in/dr-gabrielle-kuiper-2016/

Guest #3:

John Boland is Professor of Environmental Mathematics and Deputy Director of the Industrial AI Research Centre at the University of South Australia.

His research covers a wide range of areas in what can be termed environmental mathematics, from water resource management to renewable energy utilisation to energy efficient house design to environmental accounting.  He is a Fellow of the Modelling and Simulation Society of Australia and New Zealand, and of the Australian Institute of Energy.  He has had 35 successful PhD student completions and is an Australian Expert member of the International Energy Agency Task 16 on solar resource assessment and forecasting for photovoltaic systems.  He has performed consultancy work on topics including integration of renewables into the grid and the reliability standard for electricity for the AEMO and AEMC.

Chris Bryant is a qualified Permaculture Designer, and her background as a health professional combines well with permaculture principles to enhance her own and others’ health and comfort.

John and Chris have been featured on Gardening Australia in a segment entitled Mediterranean Mindset.  They also manage a private conservation park at Monarto, fully heritage listed, where they have a Biodiversity Credit Scheme grant to enhance the biodiversity over ten years.

On the Web: https://people.unisa.edu.au/john.boland

Guest #4:

Stephanie Unwin is the CEO of Western Australia’s regional power provider, Horizon Power. Ms. Unwin a Senate member of Murdoch University, Non Executive Director of Energy Vault,  Director of the Industry body: Energy Networks Australia, and a member of the investment committee at Kilara Capital. Her past experience included being non-executive director of Zenith Energy, Alacer Gold Corp and Integra Mining Limited, as well as non-executive director and then CEO at Phylogica. Ms Unwin has held several executive roles with Verve Energy, then transitioning to Synergy, and CBH Group. She was also a board member of the Australian Renewable Energy Agency for over 5 years. Ms Unwin commenced her career with the Australian Securities and Investments Commission, then with Freehills. She then joined Craig Readhead & Co and was made a partner of the boutique practice Pullinger Readhead Stewart. Ms Unwin subsequently joined Maxim Litigation Consultants as principal. Ms Unwin holds Bachelor of Laws (LLB) and Economics (BEcon) from Murdoch University. She is also a Harvard Business School (AMP) graduate.

On LinkedIn: https://www.linkedin.com/in/stephanie-unwin-63934b2b

On the Web:  https://www.horizonpower.com.au/

Geek rating: 6

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[Episode #246] – Meeting Australia’s 2030 Target

This episode is part of a miniseries about Australia’s energy transition.

In late 2024, Chris traveled to Australia and recorded interviews with a wide range of experts who are closely involved in its energy transition. The first of those interviews was featured in Episode #234, and the second in Episode #235.

In this episode, we'll see how the Australian government is working with the grid power sector to plan and execute its transition to renewables—despite a political opposition committed to fossil fuels and nuclear. We'll also explore what's being done to ensure adequate capacity and maintain system reliability during this transformation.

To tell this story, we weave together the perspectives of several guests:

  • Chris Bowen, Minister for Climate Change and Energy for the Australian Labor Party, explains Australia's decarbonization targets and the government's framework to achieve them.
  • Matt Kean, Chair of Australia's Climate Change Authority, shares his team’s findings about the best pathways to meet those targets.
  • Alex Wonhas of AMPYR shares insights from helping grid operator AEMO develop Integrated System Plans that describe how to evolve the system toward those targets while maintaining reliability.
  • Tristan Edis of Green Energy Markets discusses the technical considerations of orchestrating new grid power resources.

In the subsequent episodes in this miniseries, we’ll be exploring how Australia is using innovation to meet the challenges of the transition. We’ll also take a closer look at how they use DER integration to support the system while helping customers gain more control over their energy bills and even save money.

Guest #1:

Dr. Alex Wonhas is a veteran senior executive and thought leader who has shaped the national and state-based strategic agendas in Australia’s energy sector for more than three decades.

Through roles including Executive General Manager at AEMO, Managing Director at Aurecon, and Executive Director at CSIRO, he has worked extensively with governments and industry in the Energy and Resources sector on issues ranging from strategic investment decisions in a complex and rapidly changing market environment, development and procurement of new large-scale infrastructure, impact of new technologies, to operational and organisational improvement. He is currently the CEO of AMPYR Australia.

Alex has served on a range of energy and resources related advisory committees and boards, including the Energy Corporation of New South Wales, CSIRO Chile, Evergen, CO2CRC, ANLEC, and the Australian Solar Institute. He has a PhD in Theoretical Physics from the University of Cambridge.

On LinkedIn: https://www.linkedin.com/in/alexwonhas/

Guest #2:

Chris Bowen is Minister for Climate Change and Energy for the Australian Labor Party, representing Prospect, New South Wales in the House of Representatives. He has held a wide range of portfolios including serving as Treasurer, Minister for Human Services, Minister for Immigration, Minister for Financial Services, Assistant Treasurer, Minister for Competition Policy, Minister for Small Business and Minister for Tertiary Education. Chris has been responsible for a range of significant policy reform programs in these portfolios.

He served as Interim Leader of the Labor Party and Acting Leader of the Opposition following the 2013 Federal election and served as Shadow Treasurer.

On Twitter: @bowenchris

On the Australian Government website: https://www.aph.gov.au/Senators_and_Members/Parliamentarian?MPID=DZS

On the Web: https://www.chrisbowen.net/

Guest #3:

The Hon. Matt Kean is the Chair of Australia’s Climate Change Authority. He is also the Director of Regulatory Affairs and Strategic Partnerships at Wollemi Capital.

Matt was most recently the New South Wales (NSW) Government Shadow Minister for Health. He was Deputy Leader of the NSW Liberal party from August 2022 until March 2023. Throughout his 13-year political career, Matt also held ministries of Innovation and Better Regulation, Treasury, Energy and Environment. He was the local New South Wales Government member for Hornsby from 2011 until 2024.

As Treasurer and Energy Minister of NSW, Matt championed climate action that is in the best interests of households and businesses. In 2020, he delivered the Electricity Infrastructure Roadmap: A 20-year plan for NSW’s energy infrastructure. The roadmap spurs private investment in renewable energy while reducing emissions and power bills for the people of NSW.

On Twitter: @Matt_KeanMP

On LinkedIn: https://www.linkedin.com/in/matt-kean-mp/

On the Web: https://www.climatechangeauthority.gov.au/

Guest #4:

Tristan Edis has worked on commercial and policy initiatives for the energy transition for 24 years.

Currently he is the Director of Analysis and Advisory at Green Energy Markets. He undertakes research to support clients making investment, trading and policy decisions related to energy and carbon abatement markets.

Tristan has written extensively on how to improve the energy system and markets to deliver reliable and affordable energy while also addressing climate change.

Previously, he has worked in the Clean Energy Council for the Australian Government, Ernst & Young, and the Grattan Institute think tank. He was also the editor of a clean energy news website called Climate Spectator.

On Twitter: @TristanEdis

On LinkedIn: https://www.linkedin.com/in/tristan-edis-7b107998/

On the Web:  https://www.greenmarkets.com.au/

Tristan’s research papers in IEEFA

Tristan’s articles in AFR

Tristan’s articles in The Guardian

Tristan’s articles in Watt Clarity

Tristan’s articles in Renew Economy

Tristan’s articles in Inside Story

Tristan’s articles in The Australian

Geek rating: 5

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[Episode #245] – Evolving the UK Energy System Part 3

In the first part, Episode #240, we reviewed the UK's unique strategies for procuring energy transition solutions. In the second part, Episode #241, we covered how the nation’s energy regulator is driving investment to support the transition.

To conclude this miniseries, we welcome back Julian Leslie, who first joined us in Episode #174. Julian is now Director of Strategic Energy Planning and Chief Engineer at Britain’s National Energy System Operator (NESO), a recently-created agency tasked with preparing Great Britain's electricity network for net zero operation by 2030. He also coordinates regional and national plans for Britain’s energy system—including gas and emerging heat networks—to meet decarbonization targets.

In this conversation, we review the progress of the innovative Pathfinder programs we discussed back in 2022, which invited the market to provide solutions that could help Britain integrate more wind and solar into its grid. We walk through the extensive process that NESO is undertaking to plan and coordinate the development of a fully decarbonized power grid by 2030. And we discuss in detail how Britain is working to massively expand its capacity in offshore and onshore wind, solar, transmission, and battery storage to meet that goal.

By setting clear decarbonization targets, then collaborating with industry and stakeholders to carry out plans to meet them, the UK is showing the world how to execute a successful energy transition. We hope this miniseries inspires other nations to follow their example.

Guest:

Julian Leslie is Director of Strategic Energy Planning and Chief Engineer at the UK’s National Energy System Operator (NESO). Julian is a chartered engineer with three decades of transmission system operation, planning and investment experience. Julian’s role is to prepare Great Britain’s electricity network for net zero operation, defining future network needs so that market and network owners can invest in the right technology solutions at the right time. Julian is also developing whole energy system plans on a national and regional basis.

On Twitter: @JulianLeslie6

On the Web:  Julian’s profile at NESO

Geek rating: 7

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[Episode #241] – Evolving the UK Energy System Part 2

This episode is the second in a miniseries about how the UK is transforming its energy system. If you missed Part One, featuring Adam Berman discussing the UK’s decarbonization progress, you can find it here.

In this conversation, Luke Ames Blackaby from Ofgem, the UK’s electricity and gas regulator, joins us to discuss how the agency is supporting technology development to meet the UK’s 2030 clean power and 2050 full decarbonization targets.

We explore a wide range of critical topics, including flexible electricity tariffs, cost-effective expansion of the transmission system for renewable energy, and adapting gas networks for hydrogen. Additionally, we cover integrating heat networks, leveraging electrified rail as a flexible demand asset, and using storage to manage variable renewable generation. Finally, we examine how regulations can evolve to accommodate emerging technologies like demand flexibility and optimize existing infrastructure.

Guest:

Luke Ames Blackaby is the Head of Ofgem’s Innovation Hub. The Innovation Hub is responsible for delivering Ofgem’s innovation support services, in the form of a regulatory sandboxes and bespoke advice to innovators, and for managing the delivery of Ofgem’s Strategic Innovation Fund (SIF). The Hub is also leading on the policy development for network innovation within RIIO-3, the price control setting process for gas distribution, and gas and electricity transmission, licensees for 2026-31.

On the Web: Ofgem Innovation Hub

Geek rating: 7

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[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 #233] – Ending the Monopoly Utility

Can the energy transition happen fast enough if investor-owned utilities (IOUs) continue to operate the US grid under a regulated monopoly business model?

Our guest today says no.

These profit-driven utilities have used their monopoly status to protect their market position and undermine the energy transition. Their control over generation, transmission and distribution systems allows them to fend off competition and slow down progress toward a cleaner energy future.

That’s why John Farrell of the Institute for Local Self-Reliance (ILSR) argues in a recent report that it's time to break up these utility monopolies, shifting grid ownership and control to the public. In this episode, we discuss how today’s dominant monopoly utility model arose, why it persists, how it is an impediment to the energy transition, and what can be done to reform the utility business so that it serves the public, and not the other way around.

Guest:

John Farrell is a co-director of the Institute for Local Self-Reliance (ILSR) and directs its Energy Democracy Initiative. For the past 18 years he has promoted and written extensively on the benefits of local ownership of decentralized renewable energy. He also hosts the Local Energy Rules podcast and is a frequent conference speaker.

On Twitter: @johnffarrell

On Mastodon: @johnfarrell

On the Web:  John’s page on the ISLR website

Geek rating: 5

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[Episode #227] – FERC Order 1920

The United States faces significant challenges in deploying enough transmission capacity and interconnections to support a modernized grid. Approximately 2.5 TW of new clean wind, solar, and storage capacity is currently on hold — twice the country’s current generating capacity of 1.28 TW. These projects are just awaiting transmission interconnections. Building the necessary infrastructure and securing these interconnections would revolutionize the U.S. power grid, likely eliminating all fossil-fuel (and eventually nuclear) generation.

However, investor-owned utilities have historically obstructed the development of new transmission capacity, both within and between their regional transmission grids. In 2011, the Federal Energy Regulatory Commission (FERC) sought to address these barriers with Order 1000, but utilities resisted, attempting to undermine and weaken the order. Despite some progress within Regional Transmission Organizations (RTOs), no new transmission projects outside of these RTOs have been realized under Order 1000. This bottleneck has hindered the energy transition and state-level goals to expand clean energy use and phase out fossil-fueled power under their own renewable portfolio standards.

In response, FERC introduced Order 1920 in May this year, aimed at compelling utilities and regional transmission organizations to undertake long-term regional planning of transmission systems.

In this episode, we are rejoined by Ari Peskoe, Director of the Electricity Law Initiative at Harvard Law School, to walk us through the history of Order 1000 and to explain the implications of the new Order 1920. He’s one of the top scholars in the country on transmission regulation and we’re very pleased that he was willing to share his expertise with us once again.

This 80-minute discussion gets quite technical, but after listening to it you will begin to see a clear picture of a future in which new transmission lines unlock the potential of the wind and solar resources in the US and help us completely decarbonize the power grid.

Guest:

Ari Peskoe is Director of the Electricity Law Initiative at Harvard Law School.  He has written extensively about electricity regulation, on issues ranging from rooftop solar to Constitutional challenges to states’ energy laws.

On Twitter: @AriPeskoe

On the Web: Electricity Law Initiative at Harvard Law School

Geek rating: 9

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[Episode #218] – Accelerating Decarbonization in the US

How can we accelerate the decarbonization of the entire US economy?

In this episode, we discuss the energy-related decarbonization strategies outlined in a new report from the National Academies, titled “Accelerating Decarbonization in the United States: Technology, Policy, and Societal Dimensions,” with Dr. Sue Tierney, a Senior Advisor at Analysis Group and a renowned expert in energy and environmental economics, regulation, and policy. Dr. Tierney played a key role in the Committee on Accelerating Decarbonization in the United States, which developed and coordinated this landmark study. We explore how decarbonizing the US requires much more than simply substituting renewables for fossil fuels in power generation and EVs for oil-burning cars. A broad array of solutions must be deployed, but they face numerous barriers and risks to implementation.

Trillions of dollars have been allocated for these energy and technology solutions through three significant laws passed in 2022: the Infrastructure Investment and Jobs Act (IIJA), the Inflation Reduction Act (IRA), and the Creating Helpful Incentives to Produce Semiconductors (CHIPS) Act. However, effectively mobilizing these funds requires willing collaboration from a diverse group of local, municipal, and state actors, including elected officials, regulators, agency staffers, as well as community and business leaders.

Listen in to learn why delivering a successful energy transition, along with a host of other benefits such as justice, equity, health, jobs, and sustainability writ large, necessitates understanding the barriers to implementation and identifying the types of policies and programs needed to keep the US on track to achieving net zero.

Guest:

Dr. Sue Tierney is a Senior Advisor at Analysis Group and is an expert on energy and environmental economics, regulation, and policy, particularly in the electric and gas industries.  Previously, she was the Assistant Secretary for Policy at the U.S. Department of Energy, and in Massachusetts, she was the Secretary of Environmental Affairs, Commissioner at the Department of Public Utilities, and head of the state’s Energy Facilities Siting Council. She currently chairs the Board of Resources for the Future and the National Academies’ Board on Energy and Environmental Systems, and serves on the boards of other NGOs and foundations.  She was a member of the National Academies’ Committee on Accelerating Decarbonization in the U.S. and the Committee on the Future of Electric Power. Her Ph.D. is in regional planning from Cornell University

On Twitter: @analysisgroup

On the Web:  Analysis Group

Geek rating: 6

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