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[Episode #265] – IEA World Energy Outlook 2025

In November, the International Energy Agency (IEA) released its annual World Energy Outlook (WEO) report. It was greeted with cheers from the fossil fuel industry and jeers from energy transitionistas, but there is much more to the report than either camp's narratives suggest. So Chris returned to IEA headquarters in Paris to discuss the WEO with lead author Tim Gould, as he has done for the past two years (Episode #215 and Episode #248), to get the story straight from the source.

What he found is that the revived Current Policies Scenario (CPS) shows what could happen if the energy transition is stopped in its tracks and fossil fuel demand continues to grow, as the Trump administration has stated it would like to see. While other scenarios explore continued progress in energy transition consistent with recent reports, where oil demand still peaks around 2030, and coal demand falls before the decade ends.

The report's updated global data tells another story. The oil industry spends $550 billion annually on upstream development, and 90% of that just keeps production flat. Meanwhile, 45% of new heavy freight trucks sold in China this year run on electricity or LNG, not diesel. And in the Middle East, solar is increasingly displacing oil for electricity generation and desalination of water. In Saudi Arabia alone, this could free up over a million barrels of daily consumption.

In fact, in this year's report, IEA declares that "the Age of Electricity is here." For the first time, more than half of all energy sector investment is flowing into electricity. Renewables grow "faster than any other major energy source in all scenarios."

The picture is clear: the energy transition is still going strong.

Guest:

Tim Gould is co-head of the World Energy Outlook series at the Paris-based International Energy Agency (IEA). He designs and directs the work together with the IEA’s Chief Energy Modeller and contributes to the Outlook as a principal author. He also oversees the Agency’s analysis of energy investment and finance, including the World Energy Investment series. Tim has been at the IEA since 2008, and joined initially as a specialist on Russian and Caspian energy before going across to join the World Energy Outlook team under the (then) Chief Economist, Fatih Birol, who is now the IEA’s Executive Director. Before IEA, he worked on European and Eurasian energy issues in Brussels and also spent ten years working in Eastern Europe, primarily in Ukraine. He studied at Oxford University and Johns Hopkins SAIS.

On Twitter: @tim_gould_

On the Web:  http://www.iea.org

Geek rating: 8

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[Episode #264] – History of the Transition in South Africa

South Africa has earned a reputation for having an old, backward, and unreliable electricity system more dependent on coal than any other country with a similarly sized economy. With an aging fleet of coal-fired power plants owned by a century-old utility that has actively resisted the energy transition, its grid is ripe for modernization.

South Africa is also blessed with largely untapped wind, water, and solar resources that could meet all of the country's energy needs several times over. Few countries better exemplify both the challenge and opportunity in the energy transition.

That transition is now under way, both through deliberate official reforms and through an uncontrolled explosion of solar and batteries that customers are installing on their homes and businesses. Over seven gigawatts of behind-the-meter solar and storage now operate in a country whose grid demand rarely exceeds 30 gigawatts, all deployed with zero subsidies.

To explore this story, Chris traveled to South Africa in September 2025 for a six-week research trip. He recorded numerous interviews with people closely involved in the country's energy transition, which we are featuring in a new miniseries.

We begin with Anton Eberhard, Professor Emeritus at the University of Cape Town's Graduate School of Business. For more than 35 years, Anton has worked to modernize and liberalize South Africa's power sector in pursuit of a more equitable, just, and clean energy system. His commitment to justice runs deep: in 1977, he became one of the first white South Africans imprisoned for refusing conscription into the apartheid military. After his release, he pursued a PhD in solar energy around 1980, doing fieldwork in remote Lesotho villages long before renewables were economically viable.

In this conversation, Anton recounts the evolution of South Africa's power sector alongside his own personal history. He explains why Eskom, once named the best utility in the world, saw its energy availability factor plummet from over 90% to as low as 40% at the height of the country's power crisis. He describes the political economy keeping coal interests entrenched, his role in the groundbreaking 1998 white paper whose proposed reforms are only now, 27 years later, being implemented, and why structural changes remain critical for accelerating the energy transition. This will give you the essential context for the rest of our South Africa miniseries, and contains many universal insights that may be useful to understanding the energy transition wherever you live.

Guest:

Anton Eberhard is a Professor Emeritus and Senior Scholar at the University of Cape Town’s Power Futures Lab in the Graduate School of Business. His research, teaching and advisory work focuses on governance and regulatory incentives to improve utility performance, power investment challenges, the design of new power markets, distributed energy resources and linkages to electricity access and sustainable development.  Prof Eberhard was a member of the Global Commission to End Energy Poverty. He has worked in the energy sector across SubSaharan Africa, and other developing regions, for more than 35 years and was the founding Director of the Energy and Development Research Centre. He is a Foundation Member of the Academy of Science of South Africa. He was appointed by the President of South Africa to chair a task team to resolve serious financial and technical challenges in the national utility, Eskom, and to make proposals on the restructuring of the power sector and he currently provides technical assistance to the National Energy Crisis Committee. Previously he has served on the country’s Ministerial Advisory Council on Energy, the National Planning Commission, the National Advisory Council on Innovation, and the Board of the National Electricity Regulator of South Africa. In 2012, he received the SA National Energy Association’s award for outstanding and sustained contributions to the enhancement of the South African energy environment. Prof Eberhard has more than 150 peer reviewed publications to his credit including three recent books: Independent Power Projects in SubSaharan Africa; Power Sector Reform and Regulation in Africa; and Africa’s Power Infrastructure: Investment, Integration and Efficiency.  He has undertaken numerous assignments for governments, utilities, regulatory authorities, donor and multi-lateral agencies, banks and private sector companies.

On the Web:  Power Futures Lab

Geek rating: 3

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[Episode #261] – The Case Against Climate Doom

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

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

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 #258] – Alaska’s Railbelt Utilities

Alaska is an energy superpower with more untapped renewable resources than most countries. Yet its largest population, in the Anchorage area, faces a real risk of blackouts beginning in 2027 due to declining gas supply from the nearby Cook Inlet gas field, which is likely to force this historical major supplier of oil and gas to import LNG to keep its residents warm and keep the lights on. A key part of getting ahead of the crisis is addressing transmission dysfunction so severe that it turns 6-cent renewable electricity into 20-cent retail power due to 'pancaking' tariffs.

In this episode, we explore Alaska's sole electricity transmission grid, which connects most of the major population centers along what is called the Railbelt. We learn about how Railbelt utilities are part of a system that's overbuilt, unoptimized, unnecessarily expensive, and slow to change. For example, four rural electric cooperatives built more than $1 billion in unnecessary gas generation between 2012-2016 while knowing gas supplies were declining. Despite sitting atop an estimated 18 gigawatts of tidal energy potential in Cook Inlet alone, the four Railbelt cooperatives lack economic dispatch coordination, wasting tens of million annually through inefficient scheduling of gas-fired generation. The Railbelt utilities could transition away from their dependence on gas and toward the vast renewable resources surrounding them, but it would take a kind of political leadership that is currently lacking in the state. We dive into how the regulatory agencies could help Alaska transition to renewables, as well as why they haven't done so thus far.

We also take a quick look at the future of Alaska's famous oil pipeline, the Trans-Alaska Pipeline System (TAPS), and some of the expectations for nuclear power in the state.

This episode is the third and final part of our miniseries about the energy transition in Alaska.

Guest #1:

Chris Rose is the founder and Executive Director of Renewable Energy Alaska Project (REAP), a non-profit coalition of over 60 diverse energy stakeholder organizations working to increase the development of renewable energy and promote energy efficiency across Alaska. REAP has been instrumental in helping to establish and fund clean energy programs and projects across Alaska, including the creation of the state’s Renewable Energy Fund in 2008, the Emerging Energy Technology Fund in 2010, Commercial Property Assessed Clean Energy legislation in 2017 and the formation of the Railbelt’s first regional Electric Reliability Organization in 2020 and state green bank in 2024. Before establishing REAP in 2004, Chris had a private law practice for over a decade that included work in remote Northwest Arctic villages and the mediation of a variety disputes around the state. He has written a monthly opinion column for Alaska’s only statewide newspaper, served on various statewide boards and committees, including the state’s Renewable Energy Fund Advisory Committee. Since 2008, that Fund has granted over $330 million to more than 100 renewable energy projects that today are displacing the equivalent of 30 million gallons of diesel fuel each year. Chris also served on the climate action advisory committees for both Governors Sarah Palin and Bill Walker. He lives 65 miles northeast of Anchorage, where he and his partner grow flowers and enjoy the mountains. In his free time, he loves to cook, walk in the Alaska wilderness and visit ancient cultures around the world. He graduated Phi Beta Kappa from the University of Iowa with a B.A. in Political Science and a Certificate in Global Studies and received his law degree from the University of Oregon, with a Certificate in Environmental and Natural Resources Law.

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

On LinkedIn: https://www.linkedin.com/in/chris-rose-69192251/

Guest #2:

Philip Wight is an Associate Professor of History and Arctic & Northern Studies at the University of Alaska Fairbanks.

He is an energy and environmental historian, with a focus on infrastructure, mobility, and climate. He teaches classes in Alaska history, the contemporary history of the circumpolar north as well as energy and climate history.

Wight wrote his doctoral dissertation on the history of the Trans-Alaska Pipeline System. He is currently finalizing a book manuscript, Arctic Artery: The Trans-Alaska Pipeline System and the World it Made, based on his doctoral research. Wight’s more recent research examines the historical electrification of Alaska, including studies which examine generation and transmission on the Railbelt, as well as technological and energy policy innovation throughout the state.

On LinkedIn: https://www.linkedin.com/in/philip-wight-9a90418b/

On Twitter: @PhilWight

On the Web:  Phil’s page at the University of Alaska Fairbanks

Guest #3:

Saqib Javed is a Researcher of Mechanical Engineering working on Applied Research for Communities in Extreme Environments at the National Renewable Energy Laboratory’s (NREL) in Alaska. He has over 18 years of experience in HVAC systems, Geothermal Energy, Ground Source Heat Pumps, Ground Heat Exchangers, Thermal Energy Storage, Environment and Sustainability Interactions, Building Energy Systems, and Engineering Management.

On LinkedIn: https://www.linkedin.com/in/saqib-javed-b10a4239/

On the Web:  Saqib’s page at NREL

On Google Scholar: Saqib Javed

Geek rating: 8

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[Episode #257] – Remote Microgrids in Alaska

Most people probably think of a "microgrid" as a campus or neighborhood that can "island" itself and run independently when needed, but otherwise stays connected to the main grid most of the time. But in Alaska's remote communities that aren't even accessible by road, residents depend on microgrids for their very survival in extreme conditions.

For this episode, Chris traveled to Kotzebue, Alaska, a community above the Arctic Circle that has become an international leader at integrating renewable energy by pioneering wind-diesel hybrids, innovative wind-to-heat technology, and Arctic solar systems that achieve remarkable performance. We explore how Kotzebue is using innovative approaches to energy transition solutions to lessen their dependence on diesel fuel while improving the health and welfare of their people.

This episode is part of our miniseries about the energy transition in Alaska.

Guest #1:

Dr. Brian Hirsch is the President and Founder of DeerStone Consulting LLC, a renewable energy consulting firm focused on microgrid, utility, and community development in remote locations, especially the Arctic and the Tropics.

Brian has focused on microgrid and renewable energy integration, multi-scalar energy storage, independent power producer formation, utility support, project finance, and community development in remote locations. He has directed and facilitated clean energy development and project management for a wide range of clients, including large Independent Power Producers, multinational engineering firms, Alaska Native corporations, Tribal governments, Indigenous communities, Federal Government agencies and National energy laboratories, municipalities, electric utilities, and non-governmental organizations.  He has also led grid-scale battery energy storage workshops in Alaska and abroad.

Previously, he was a Senior Project Leader for the National Renewable Energy Laboratory, where he received an NREL Achievement Award for his efforts in establishing the Strategic Technical Assistance Response Team (START), an Obama administration priority program under the US Department of Energy. He also served as Chairperson of the Alaska Emerging Energy Technology Fund Advisory Committee from 2010-2015, a position appointed by the Governor of Alaska.

He received a Master’s certification in Energy Analysis and Policy and a Doctorate in Land Resources from the University of Wisconsin-Madison, focusing on energy issues in northern regions of the world. He also holds a Bachelor’s degree in Government and Political Science, with an additional focus on Electrical Engineering from Cornell University.

Recent and ongoing projects include developing solar photovoltaic-wind-battery-diesel hybrid systems across Alaska and providing technical support to Alaska Native regional organizations and other groups covering over 120 communities across Alaska. From 2009-2015 he was the Senior Project Leader for the National Renewable Energy Laboratory’s (NREL) Alaska Initiative and projects globally.

On the Web:  https://www.deerstoneconsulting.com/

Guest #2:

Katya Karankevich is a project manager in the Rural Energy Program at the Alaska Tribal Health Consortium (ANTHC) where she develops and manages the design and construction of energy projects in remote communities all over the state. She has a Master’s degree in Sustainability from Harvard University. She holds four world records in spearfishing and is originally from Magadan, Russia, not visible from her house in Anchorage.

On LinkedIn: https://www.linkedin.com/in/katya-a-karankevich-930492a9/

On email: ks2857@gmail.com

Guest #3:

Matt Bergan is a recently retired Project Engineer at Kotzebue Electric Association and is now a consultant. Previously, Matt was a Manager of Operations at WHPacific (now KUNA) and also positions at Maniilaq Association. Matt received a Bachelor of Science (BS) degree in mechanical engineering from Norwich University.

On LinkedIn

On the Web: Kotzebue Electric Association

Geek rating: 6

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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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