Battle Royale: Utilities vs Oil Majors vs Mobility Providers vs Big Tech

Battle Royale: Utilities vs Oil Majors vs Mobility Providers vs Big Tech

As the trend toward electrification speeds up, what type of company will dominate the market?

We're hosting a cage match to find out.

On this week's episode of The Interchange, we pit utilities, oil & gas majors, mobility providers and consumer tech companies against one another. We're throwing them inside a voice-activated, electrified cage to see who will emerge as the energy company of the future.

Throughout this episode, we are trying to answer a straightforward-yet-complicated question: who is best positioned to win the long-term power game?

To set up the match, we’re going to profile each competitor and look at the evidence for their competitive edge.

Then, we’ll ring the bell. We’ll address the following: How might each competitor win? What areas will they be strongest in? What are their weaknesses? What will their dominance look like?

We’ll finish with some post-match color commentary and make our picks for the winner.

Don't forget to give The Interchange a rating and creative review on Apple podcasts for your chance to win a yearly subscription to GTM Squared!

Support for this podcast comes from Wunder Capital. Wunder Capital is the leading commercial solar financing company in the United States. Click here to find out how Wunder Capital can help you finance your next commercial solar project.

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Episoder(341)

The muscle we forgot: SMRs, hyperscalers, and why this nuclear renaissance might actually be different

The muscle we forgot: SMRs, hyperscalers, and why this nuclear renaissance might actually be different

Why nuclear has never been project financed and how that might finally be about to change.Every nuclear plant ever built has ultimately been backstopped by taxpayers or ratepayers. Not because the tec...

24 Mar 56min

The grid nobody planned for: public power, hyperscalers and the race to rewire America for the AI age

The grid nobody planned for: public power, hyperscalers and the race to rewire America for the AI age

What two decades of flat demand means for a grid now expected to double in sizeThe US went from essentially zero load growth for twenty years to 3% national growth almost overnight. The supply chains,...

10 Mar 1h 4min

Is hyperscaler demand finally giving CCS its moment?

Is hyperscaler demand finally giving CCS its moment?

Carbon capture and storage has long been framed as a clean technology that’s forever five years away. Bridget van Dorsten speaks with Tim Vail, CEO of ION Clean Energy, to explore why a surge in AI da...

24 Feb 47min

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

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...

10 Feb 44min

Fuel cells are powering AI data center demand: they’ve moved from interesting clean tech to major player. How are utilities using them?

Fuel cells are powering AI data center demand: they’ve moved from interesting clean tech to major player. How are utilities using them?

US data centre announcements are averaging 435MW a month, and there’s around 175GW of large-load capacity already committed or under construction. AI hyperscalers are looking for innovative ways to me...

27 Jan 43min

AI, and the battle for energy in 2026. What clean energy sources are going to meet demand?

AI, and the battle for energy in 2026. What clean energy sources are going to meet demand?

AI is changing the energy system faster than almost anything we’ve seen in decades. Interim host, engineer and energy analyst Bridget Van Dorsten is joined by Ed Crooks, host of Energy Gang and Vice-c...

13 Jan 29min

How are key renewable energies faring at the end of 2025? Guest host and energy analyst Bridget van Dorsten talks through developments in geothermal, hydrogen and wind.

How are key renewable energies faring at the end of 2025? Guest host and energy analyst Bridget van Dorsten talks through developments in geothermal, hydrogen and wind.

At the start of the year things were looking uncertain for nascent renewables like hydrogen and geothermal. With policy support from the previous US administration they had boomed with the IRA, then c...

2 Des 202537min

Energy policy, technology, and utility challenges: How industry leaders are overcoming barriers

Energy policy, technology, and utility challenges: How industry leaders are overcoming barriers

Utility-scale clean energy projects in development are still facing connection queues and regulatory barriers. RE+ may be done for 2025, but the debate is still going. Host Sylvia Leyva Martinez, Rese...

18 Nov 202537min

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