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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Episoder(342)

Uncertainty isn’t good for domestic solar manufacturing. How are suppliers and utilities managing it?

Uncertainty isn’t good for domestic solar manufacturing. How are suppliers and utilities managing it?

The US is projected to add an additional 26 GW of solar capacity in 2025. Solar has been one of the energy transition’s biggest success stories, but there are dark clouds gathering. Uncertainty is the...

25 Mar 202521min

Is the world giving up on green hydrogen? | Hydrogen energy is having an identity crisis but who’s to blame?

Is the world giving up on green hydrogen? | Hydrogen energy is having an identity crisis but who’s to blame?

In 2025, the US will consolidate its position as a blue-focused hydrogen market, driven by policy developments under a second Trump administration. A surge in blue hydrogen investment – with at least ...

11 Mar 202532min

The US needs nuclear energy now, more than ever | Are permitting and regulations set up for rapid deployment?

The US needs nuclear energy now, more than ever | Are permitting and regulations set up for rapid deployment?

Former President Biden's final days in office involved signing an US$840 million energy contract with Constellation - a statement of intent for the US’s largest nuclear supplier. Since then, what’s ch...

25 Feb 202540min

What needs to happen to strengthen climate resilience in the US? | Balancing climate mitigation with adaptation is getting harder and harder

What needs to happen to strengthen climate resilience in the US? | Balancing climate mitigation with adaptation is getting harder and harder

The fires in Los Angeles of January 2025 were devastating. They were also made about 35% more likely due to climate change.This is true all over the world; a recent study authored by Research Fellow P...

11 Feb 202542min

Meeting energy demand requires long-term solutions. What do they look like?

Meeting energy demand requires long-term solutions. What do they look like?

How a major US utility plans for sustainable growth.The US is on track to see over 25% growth in annual clean energy installations this year, despite uncertainty around permitting and grid connections...

29 Jan 202540min

The energy analysts' view on what’s ahead in 2025

The energy analysts' view on what’s ahead in 2025

The trends, challenges and breakthroughs.Clean energy in 2025 will face challenges from rising electricity demand, inflation-driven costs, and political pressures. How can these challenges be solved? ...

14 Jan 202551min

Is US solar growth truly unstoppable?

Is US solar growth truly unstoppable?

In conversation with Abigail Hopper Policy changes which will impact US solar – both manufacturing and demand - are on the horizon. To discuss the current state of the solar industry in the wake of t...

17 Des 202434min

What does a second Trump term mean for US solar?

What does a second Trump term mean for US solar?

Could the potential repealing of the IRA halt the progress of solar manufacturing?A second Donald Trump presidency will have a big impact on the energy transition. The Biden administration’s landmark ...

3 Des 202432min

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