The Virtuous Climate Tech Cycle of 2020

The Virtuous Climate Tech Cycle of 2020

It’s been a great year for "climate" oriented public companies. Virtually every clean energy or climate company has dramatically outperformed market indices and most now have record-high equity value.

So what's going on here? And what might it mean for the next generation of climate technology companies?

In this final episode of the year, Host Shayle Kann talks with Sameer Reddy, a partner at Energy Impact Partners.

Sameer sits on the board of companies like Arcadia Power, Opus One, and Enchanted Rock. And he, like us, has been marveling over this public market madness and thinking about what it might mean.

Shayle and Sameer discuss the state of the market, the factors driving stock prices upward, historical challenges in the sector, and what could go wrong.

We're brought to you by Nextracker. Nextracker is building connected power plants of the future by integrating new solar technologies, storage and advanced control software. At the end of the show, we’ll tell you about some really important tech trends in solar with Nextracker CEO and industry veteran Dan Shugar.

Support for The Interchange comes from Trina Solar, a global leader in PV modules and smart energy solutions. With decades of industry recognition and awards, Trina Solar is committed to delivering reliable and fully bankable solar technology to the world. Download the free TrinaPro Solution Guide Book on how to optimize utility-scale solar projects.

The Interchange is brought to you by S&C Electric Company. Today, non-wires alternatives such as microgrids can provide more sustainable, resilient and economical ways to deliver reliable power. S&C helps utilities and commercial customers find the best solutions to meet their energy needs. Learn more.

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Re-release: Flexibility as a service: Can Octopus's acquisition of Uplight finally make US residential VPPs work?

Re-release: Flexibility as a service: Can Octopus's acquisition of Uplight finally make US residential VPPs work?

Millions of enrolled devices, 60 utilities, and the participation rate gap that's been embarrassing the US market for a decade. US residential virtual power plants have been a promising idea that's co...

3 Marras 45min

Re-release: Fuel cells are powering AI data center demand: they’ve moved from interesting clean tech to major player

Re-release: Fuel cells are powering AI data center demand: they’ve moved from interesting clean tech to major player

We're looking back at some of our most popular episodes of the year. Here is one from January this year.US data centre announcements are averaging 435MW a month, and there’s around 175GW of large-load...

20 Loka 43min

Re-release: Building the plane while it’s flying: data centers, utilities, and the new rules of power

Re-release: Building the plane while it’s flying: data centers, utilities, and the new rules of power

After more than a decade of flat demand, the US power sector is now facing explosive growth, arriving faster than grids, generation, and transmission can be built. In this episode, Interim host of Int...

6 Loka 44min

When hydro is no longer enough: Colombia’s race to diversify before the next El Niño

When hydro is no longer enough: Colombia’s race to diversify before the next El Niño

Colombia’s power system was built around a powerful advantage: abundant hydropower backed by domestic gas, delivering electricity that was relatively cheap, relatively clean, and largely local. But th...

22 Syys 42min

The fastest path to more power: How advanced conductors could unlock grid capacity without new transmission

The fastest path to more power: How advanced conductors could unlock grid capacity without new transmission

The pressure on the power system is no longer theoretical. AI, data centers, electrification, and new industrial load are arriving faster than utilities can build generation and transmission through c...

15 Syys 46min

 Speed to power: Why data-center load growth is creating a new opening for C&I solar, storage, and microgrids

Speed to power: Why data-center load growth is creating a new opening for C&I solar, storage, and microgrids

After a decade of flat demand, power markets are being forced to absorb a very different problem: rapid load growth arriving faster than transmission, large-scale generation, and utility interconnecti...

8 Syys 49min

Thorium’s nuclear pitch: Can molten salt reactors cut cost, use waste, and scale faster than conventional designs?

Thorium’s nuclear pitch: Can molten salt reactors cut cost, use waste, and scale faster than conventional designs?

Electricity demand is rising, capital is tightening, and nuclear is back in the conversation as utilities, governments, and large power users look for firm low-carbon supply. But the central question ...

25 Elo 39min

The inverter security turn: How Europe and the US are redrawing solar procurement around Chinese hardware

The inverter security turn: How Europe and the US are redrawing solar procurement around Chinese hardware

Solar demand remains strong, storage is scaling fast, and inverter technology is becoming more central to how modern power systems actually function. But the conversation around inverters is no longer...

11 Elo 38min

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