How Cheap and Abundant Can Clean Power Get?

How Cheap and Abundant Can Clean Power Get?

A decarbonized power sector will unlock massive opportunities across nearly every other sector, either via direct electrification or via indirect electrification via the production of low-carbon fuels, like green hydrogen.

But here’s the rub. Many of the companies that are working on these solutions rely on pretty heroic assumptions around the cost, availability and cleanliness of electricity in order for the economics to work.

To put it bluntly, many decarbonization business models hinge on a cell deep in their spreadsheets that has 1- to 3-cent per kilowatt-hour electricity. Is it a realistic assumption?

To tackle that question, Shayle turns to his colleague at Energy Impact Partners, Andy Lubershane, the Senior Vice President of Research & Strategy.

They survey the technologies that depend on this super cheap, super abundant power, such as EVs, space heating, carbon removal, green hydrogen and industrial heat.

Then, they examine the talk of cheap renewables, covering the difference between cheap wholesale and more expensive delivered prices. They break down the variables that make up the difference between wholesale and delivered prices, namely transmission, distribution and capacity factors.

So what are the solutions that could shrink that gap?

The Interchange is brought to you by Enel X, a leader in energy storage, DER management software, and smart electric vehicle charging stations to increase project value. Learn what Enel X can do for your business.

The Interchange is brought to you by Smarter Grid Solutions, a leading enterprise energy management software company. Find out how Smarter Grid Solutions’ software can give you real control over your clean energy assets.

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

Episoder(342)

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

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...

7 Apr 45min

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

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
pengepodden-2
tid-er-penger-en-podcast-med-peter-warren
utbytte
pengesnakk
liberal-halvtime
livet-pa-veien-med-jan-erik-larssen
morgenkaffen-med-finansavisen
rss-markedspuls-2
finansredaksjonen
rss-pa-konto
lederpodden
rss-politisk-preik
rss-investering-gjort-enkelt
stormkast-med-valebrokk-stordalen