This week on The Interchange, we discuss the battle between electricity, hydrogen and carbon capture. What technology will become the dominant means of decarbonizing each part of the economy? The pattern we see now — and that we expect to continue to see over the coming decades — is a series of battles between consistent […]
The Summer of Battery Storage
This week on The Interchange, we dig into the onslaught of storage news with GTM’s Julian Spector. We may be facing one of the worst economic downturns in American history, but it hasn’t stopped the surge in battery storage development. We’re constantly hearing phrases like “world’s largest” and “record-breaking” as new gigawatt-scale projects are unveiled […]
Merchant Solar and Wind: A Ticking Time Bomb?
On The Interchange podcast this week: we explore the long-term risks of merchant renewable energy for developers. Since the dawn of grid-connected wind and solar, long-term power purchase agreements were the financial glue that held projects together. Developers could rely on relatively simple multi-decade contracts, thanks in large part to policy that encouraged or mandated […]
Who Is Winning the Electric Vehicle Race?
On this week’s Interchange podcast, we look at the latest EV activity from the world’s biggest automakers. Within the next decade, automakers will invest up to $300 billion in electric models, according to a recent tally from Reuters. These automakers are also spending billions more on autonomy to complement those investments. It could result in […]
How Flexible, Dispatchable Solar Works
On this week’s Interchange podcast: Can solar rival gas plants in providing grid services? Forget everything you think you know about solar. A growing body of research and real-world experience shows that solar can be a flexible, dispatchable resource. And it can potentially rival gas plants in providing grid regulation services — without the use […]