The evolution of the solar industry in the US since 2021

A boisterous CEO who brags of “out-Eloning” Elon Musk; a reverse merger that makes a little-known fuel cell trucking company as valuable as Ford; and no actual cars or trucks in production.This week, ...

11 Kesä 202037min

We use the term “energy transition” to define markets, technology, business models. But what about people?The transition away from fossil fuels isn’t a nice-to-have. It’s a must-have. The hardest part...

5 Kesä 202048min

Greed is good. At least, it’s good for decarbonization.This week on The Interchange podcast, we have a new edition of the fantasy decarbonization draft -- this one focused on acquiring and restructuri...

28 Touko 202041min

This week, we’re talking about the new wave of carbon offsets. Will startups and corporates be able to solve accountability problems?Right up until the global economy stopped working in March, the car...

21 Touko 202041min

This week: where does the COVID detour take us as we map the energy transition?We’re once again thinking through the practical and theoretical consequences of the pandemic, in the near-term and well i...

13 Touko 202053min

Electricity grids can handle a lot of wind, solar and water resources. But what will help us get from 80% renewable energy to 100% renewable energy?The missing piece may be renewable synthetic fuels.“...

12 Touko 202018min

Destruction. Dislocation. Collapse. A permanent reset. Read any news about oil markets, and these are the vivid descriptions you’ll encounter.We are now deep into an historic pause for oil demand acro...

7 Touko 202045min

Famed software pioneer and venture capitalist Marc Andreessen is out with a new piece, called “It’s time to build,” that is making the rounds among the thinkfluencer crowd. It’s part call-to-arms and ...

1 Touko 202034min