Interchange Recharged16 Syys 2025

Navigating the world after OB3: implications for innovation and local manufacturing | Sponsored content from Hithium - Recorded Live at the PowerUp Stage at RE+

Recorded live at RE+, Sylvia Leyva Martinez, Research Director at Wood Mackenzie, hosts Ryan Chen and Neil Bradshaw from Hithium to unpack the true costs of OB3, the constraints on innovation and fire safety as result of the bill, and the future possibilities for AIDC.

Neil Bradshaw is Director of Global Applications Engineering, and takes the view that even US manufacturers aren’t immune from the OBBA’s sweeping impact on supply chains: “imagine you are a manufacturer based in the US but you're importing parts, and all of a sudden you have a policy that comes through that changes how you bring in parts and maybe you can't find local cells or you can't find a certain component,” he says. How are manufacturers responding to this uncertainty? How are they planning for the next few years, never mind decades?

Ryan Chen is Chief of Staff to the Chairman at Hithium, and he shares with Sylvia how Hithium is betting big on Texas manufacturing, investing before they even had offtake agreements in place. You’ll hear how they’re importing not just equipment but full-scale Chinese manufacturing practices - down to autonomous container movers - and why true scale is the only way to compete.Plus, hear how AI is driving new demand for storage, how bankruptcies are shaking up the talent market, and why even something as small as a paint colour change can cost millions in safety testing.

Got power? At Hithium Energy Storage, we make sure the answer is always yes. Hithium delivers safe, reliable, profitable energy solutions that keep the clean energy transition moving forward. Let green energy benefit all. Trusted worldwide, built to last.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(358)

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

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

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

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 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

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?

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

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