What do the tariff wars mean for low-carbon energy? | Recorded live at Wood Mackenzie’s Solar & Energy Storage Summit
Energy Gang25 Apr 2025

What do the tariff wars mean for low-carbon energy? | Recorded live at Wood Mackenzie’s Solar & Energy Storage Summit

“With great uncertainty comes great opportunity”, says Abby Ross Hopper, president and CEO of the Solar Energy Industries Association, in this special episode of the Energy Gang, recorded live at Wood Mackenzie’s Solar & Energy Storage Summit.

Is she right? And what are those opportunities? To find out, host Ed Crooks welcomed Abby and Shyam Srinivasan, CEO and Co-Founder of Zitara Technologies, for a special discussion on the state of the solar and storage industries today.

Uncertainty is the buzzword of the moment: uncertainty over tariffs, over tax credits, over the evolution of AI, and over the economic outlook. The Trump administration’s new tariffs are disrupting supply chains and prompting companies to delay investment decisions. At such a volatile time, it’s easy to be caught out by a sudden change in policy.

Companies have different strategies for coping with all this uncertainty. Some have been stockpiling solar panels; a few have been stockpiling batteries. And all the while, there are some powerful global trends still driving the industry: overproduction in China that is still driving down costs, and the need for new electricity generation of all types to power data centers for AI.

Abby, Ed and Shyam debate the uncertain policies and forecasts that are making companies hesitant to invest, and find some pointers to help navigate through the storm. And they lift their eyes from the day-to-day chaos to consider what are the real opportunities for the longer term once the immediate crisis is over.

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

Episoder(566)

The mother of all disruptions. What the war with Iran means for energy.

The mother of all disruptions. What the war with Iran means for energy.

The world changed forever on February 28th, 2026. The consequences of the Iran war will take many years to play out. But one fact already seems clear: we are not going back to the world that existed b...

31 Mar 1h 12min

A power producer’s view of keeping the lights on. What does rising electricity demand from data centers mean for the US grid?

A power producer’s view of keeping the lights on. What does rising electricity demand from data centers mean for the US grid?

Energy bills are rising, data centers are multiplying, and the grid is straining to keep up. What happens next? For two decades, electricity prices in the United States barely moved. Demand was flat, ...

17 Mar 1h 10min

The war with Iran: what does the disruption in the Strait of Hormuz mean for global energy?

The war with Iran: what does the disruption in the Strait of Hormuz mean for global energy?

Tanker traffic dries up, oil, gas and fertilizer prices soar, and the world holds its breathThe Strait of Hormuz has long been discussed as one of the single greatest vulnerabilities in global energy ...

10 Mar 1h 11min

Are VPPs really a viable solution for easing strain on the grid? Tesla say yes, and they have big plans

Are VPPs really a viable solution for easing strain on the grid? Tesla say yes, and they have big plans

VPPs – virtual power plants – continue to spark heated debate. Are they genuinely a fast, affordable way to add capacity to the grid? Or are they an overhyped concept that falls apart when electricity...

3 Mar 57min

Data centers are adding an extra 220 gigawatts of electricity demand in the US. How can the grid cope? A second special episode from the ACORE Policy Forum

Data centers are adding an extra 220 gigawatts of electricity demand in the US. How can the grid cope? A second special episode from the ACORE Policy Forum

New analysis from Wood Mackenzie shows that 220 gigawatts of additional power demand from data centers is in the pipeline in the US, and 183 GW of that is already backed by firm commercial commitments...

27 Feb 52min

How are energy supply chains changing as electricity demand surges? A special episode from the ACORE Policy Forum in Washington

How are energy supply chains changing as electricity demand surges? A special episode from the ACORE Policy Forum in Washington

ACORE, the power and renewables industry group, is this week hosting its annual Policy Forum in Washinton DC. It’s an event where industry leaders and experts discuss how the changing landscape of US ...

26 Feb 48min

A solution to the problem of paying for data centre power? Unpacking AWS’s recent 3 gigawatt deal with NIPSCO

A solution to the problem of paying for data centre power? Unpacking AWS’s recent 3 gigawatt deal with NIPSCO

Data centres have become one of the most contentious issue in US power markets. The question of who will pay for the new generation and grid upgrades needed to keep them running has been soaring up th...

17 Feb 41min

Energy storage steps up: the growing role of batteries on the grid, and the challenge from winter storms

Energy storage steps up: the growing role of batteries on the grid, and the challenge from winter storms

It’s the hottest sector in the global energy industry right now, driven by rising power demand, the need to back up variable renewable generation, and escalating threats to grid resilience. It is of c...

10 Feb 1h 1min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
tid-er-penger-en-podcast-med-peter-warren
pengepodden-2
finansredaksjonen
utbytte
liberal-halvtime
pengesnakk
livet-pa-veien-med-jan-erik-larssen
rss-markedspuls-2
rss-politisk-preik
lederpodden
rss-pa-konto
rss-impressions-2
rss-densannepodden
rss-finanslunsj