{"id":1559,"date":"2018-04-18T09:00:45","date_gmt":"2018-04-18T16:00:45","guid":{"rendered":"https:\/\/xenetwork.org\/ets\/?post_type=xen_episodes&p=1559"},"modified":"2020-09-07T15:37:02","modified_gmt":"2020-09-07T22:37:02","slug":"episode-67-transitions-disruptors-part-2","status":"publish","type":"xen_episodes","link":"https:\/\/xenetwork.org\/ets\/episodes\/episode-67-transitions-disruptors-part-2\/","title":{"rendered":"[Episode #67] \u2013 Transition\u2019s Disruptors Part 2"},"content":{"rendered":"

What do the frackers and Tesla have in common? They have both succeeded in disrupting their industries by adopting new technologies, applying financial innovation, appealing to changing consumer preferences, and taking advantage of (or disrupting) their regulatory environments. Indeed, these disruptive forces are in play throughout the energy transition, and whether it\u2019s electricity, or heat, or mobility, the outcome is generally the same: nimbler, more efficient, cleaner, and safer upstarts steal away market share from rent-seeking incumbents who control captive markets. The transition upstarts are hot; the moguls of oil provinces and monopoly utilities are not.<\/p>\n

This is Part Two of a sprawling discussion that lasted over two hours with veteran energy, mining and commodities analyst Liam Denning of Bloomberg. We explore the ways in which these disruptive forces are working for transition and the risks that the incumbents face\u2026and how to spot the winners and losers of energy transition from a mile away. In this episode, we talk about changing consumer preferences, the role that regulations play in alternately supporting and stymieing disruptors, and how the falling cost of energy as more renewables come into the system will affect energy markets and business models.<\/p>\n

Part One of this interview was in Episode 66<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"

What do disruptive companies like oil and gas frackers and Tesla have in common, and what can they tell us about energy transition? Part 2 of 2.<\/p>\n","protected":false},"author":4,"featured_media":0,"menu_order":0,"comment_status":"closed","ping_status":"open","template":"","meta":{"_acf_changed":false,"footnotes":""},"categories":[111],"tags":[425,170,421,424,422,20,423,427,426,182,109,30],"class_list":["post-1559","xen_episodes","type-xen_episodes","status-publish","hentry","category-energy-transition-show-podcasts","tag-consumer","tag-disruption","tag-disruptor","tag-financial","tag-frackers","tag-fracking","tag-innovation","tag-liam-denning","tag-preferences","tag-regulation","tag-technology","tag-tesla","xen_guests-liam-denning"],"acf":[],"yoast_head":"\n[Episode #67] \u2013 Transition\u2019s Disruptors Part 2 | The Energy Transition Show<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/xenetwork.org\/ets\/episodes\/episode-67-transitions-disruptors-part-2\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"[Episode #67] \u2013 Transition\u2019s Disruptors Part 2 | The Energy Transition Show\" \/>\n<meta property=\"og:description\" content=\"What do disruptive companies like oil and gas frackers and Tesla have in common, and what can they tell us about energy transition? Part 2 of 2.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/xenetwork.org\/ets\/episodes\/episode-67-transitions-disruptors-part-2\/\" \/>\n<meta property=\"og:site_name\" content=\"The Energy Transition Show\" \/>\n<meta property=\"article:modified_time\" content=\"2020-09-07T22:37:02+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@chrisnelder\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/xenetwork.org\/ets\/episodes\/episode-67-transitions-disruptors-part-2\/\",\"url\":\"https:\/\/xenetwork.org\/ets\/episodes\/episode-67-transitions-disruptors-part-2\/\",\"name\":\"[Episode #67] \u2013 Transition\u2019s Disruptors Part 2 | The Energy Transition Show\",\"isPartOf\":{\"@id\":\"https:\/\/xenetwork.org\/ets\/#website\"},\"datePublished\":\"2018-04-18T16:00:45+00:00\",\"dateModified\":\"2020-09-07T22:37:02+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/xenetwork.org\/ets\/episodes\/episode-67-transitions-disruptors-part-2\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/xenetwork.org\/ets\/episodes\/episode-67-transitions-disruptors-part-2\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/xenetwork.org\/ets\/episodes\/episode-67-transitions-disruptors-part-2\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/xenetwork.org\/ets\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Episodes\",\"item\":\"https:\/\/xenetwork.org\/ets\/episodes\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"[Episode #67] \u2013 Transition\u2019s Disruptors Part 2\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/xenetwork.org\/ets\/#website\",\"url\":\"https:\/\/xenetwork.org\/ets\/\",\"name\":\"The Energy Transition Show\",\"description\":\"XE Network\",\"publisher\":{\"@id\":\"https:\/\/xenetwork.org\/ets\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/xenetwork.org\/ets\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/xenetwork.org\/ets\/#organization\",\"name\":\"The Energy Transition Show with Chris Nelder\",\"url\":\"https:\/\/xenetwork.org\/ets\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/xenetwork.org\/ets\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/cdn.xenetwork.org\/ets\/wp-content\/uploads\/sites\/2\/2015\/09\/ETS-PodcastArtwork.jpg\",\"contentUrl\":\"https:\/\/cdn.xenetwork.org\/ets\/wp-content\/uploads\/sites\/2\/2015\/09\/ETS-PodcastArtwork.jpg\",\"width\":2500,\"height\":2500,\"caption\":\"The Energy Transition Show with Chris Nelder\"},\"image\":{\"@id\":\"https:\/\/xenetwork.org\/ets\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/x.com\/chrisnelder\"]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"[Episode #67] \u2013 Transition\u2019s Disruptors Part 2 | The Energy Transition Show","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/xenetwork.org\/ets\/episodes\/episode-67-transitions-disruptors-part-2\/","og_locale":"en_US","og_type":"article","og_title":"[Episode #67] \u2013 Transition\u2019s Disruptors Part 2 | The Energy Transition Show","og_description":"What do disruptive companies like oil and gas frackers and Tesla have in common, and what can they tell us about energy transition? Part 2 of 2.","og_url":"https:\/\/xenetwork.org\/ets\/episodes\/episode-67-transitions-disruptors-part-2\/","og_site_name":"The Energy Transition Show","article_modified_time":"2020-09-07T22:37:02+00:00","twitter_card":"summary_large_image","twitter_site":"@chrisnelder","twitter_misc":{"Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/xenetwork.org\/ets\/episodes\/episode-67-transitions-disruptors-part-2\/","url":"https:\/\/xenetwork.org\/ets\/episodes\/episode-67-transitions-disruptors-part-2\/","name":"[Episode #67] \u2013 Transition\u2019s Disruptors Part 2 | The Energy Transition Show","isPartOf":{"@id":"https:\/\/xenetwork.org\/ets\/#website"},"datePublished":"2018-04-18T16:00:45+00:00","dateModified":"2020-09-07T22:37:02+00:00","breadcrumb":{"@id":"https:\/\/xenetwork.org\/ets\/episodes\/episode-67-transitions-disruptors-part-2\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/xenetwork.org\/ets\/episodes\/episode-67-transitions-disruptors-part-2\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/xenetwork.org\/ets\/episodes\/episode-67-transitions-disruptors-part-2\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/xenetwork.org\/ets\/"},{"@type":"ListItem","position":2,"name":"Episodes","item":"https:\/\/xenetwork.org\/ets\/episodes\/"},{"@type":"ListItem","position":3,"name":"[Episode #67] \u2013 Transition\u2019s Disruptors Part 2"}]},{"@type":"WebSite","@id":"https:\/\/xenetwork.org\/ets\/#website","url":"https:\/\/xenetwork.org\/ets\/","name":"The Energy Transition Show","description":"XE Network","publisher":{"@id":"https:\/\/xenetwork.org\/ets\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/xenetwork.org\/ets\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/xenetwork.org\/ets\/#organization","name":"The Energy Transition Show with Chris Nelder","url":"https:\/\/xenetwork.org\/ets\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/xenetwork.org\/ets\/#\/schema\/logo\/image\/","url":"https:\/\/cdn.xenetwork.org\/ets\/wp-content\/uploads\/sites\/2\/2015\/09\/ETS-PodcastArtwork.jpg","contentUrl":"https:\/\/cdn.xenetwork.org\/ets\/wp-content\/uploads\/sites\/2\/2015\/09\/ETS-PodcastArtwork.jpg","width":2500,"height":2500,"caption":"The Energy Transition Show with Chris Nelder"},"image":{"@id":"https:\/\/xenetwork.org\/ets\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/x.com\/chrisnelder"]}]}},"_links":{"self":[{"href":"https:\/\/xenetwork.org\/ets\/wp-json\/wp\/v2\/episodes\/1559","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/xenetwork.org\/ets\/wp-json\/wp\/v2\/episodes"}],"about":[{"href":"https:\/\/xenetwork.org\/ets\/wp-json\/wp\/v2\/types\/xen_episodes"}],"author":[{"embeddable":true,"href":"https:\/\/xenetwork.org\/ets\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/xenetwork.org\/ets\/wp-json\/wp\/v2\/comments?post=1559"}],"version-history":[{"count":0,"href":"https:\/\/xenetwork.org\/ets\/wp-json\/wp\/v2\/episodes\/1559\/revisions"}],"wp:attachment":[{"href":"https:\/\/xenetwork.org\/ets\/wp-json\/wp\/v2\/media?parent=1559"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/xenetwork.org\/ets\/wp-json\/wp\/v2\/categories?post=1559"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/xenetwork.org\/ets\/wp-json\/wp\/v2\/tags?post=1559"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}