The electric transformer shortage
The list of things that depend on transformers is long: new housing, EV chargers, renewable projects, and more. That’s why skyrocketing lead times and prices for grid equipment that raises or lowers v...
22 Feb 202434min
Frontier Forum: Diving into the booming transferable tax credit market
It's been a year and a half since the Inflation Reduction Act was passed. In that time, we've seen $110 billion in planned investments for factories that are pumping out electric cars, batteries, sola...
20 Feb 202427min
More 2024 trends: ESG, carbon certifications, curtailment, and AI
There was so much to talk about in Nat Bullard’s 200-page slide deck on 2024’s biggest decarbonization trends that we broke the conversation into two parts. For the first half of our conversation with...
15 Feb 202442min
2024 trends: batteries, transferable tax credits, and the cost of capital
We’re back for round two, with even more slides than last year. This year’s annual slide deck from Nat Bullard has 200 pages on the key trends shaping decarbonization in 2024. Nat has worked as an ana...
8 Feb 202451min
What’s really happening in the U.S. EV market?
A recent slew negative headlines about U.S. EVs makes it feel like the sky is falling on the market. Yet the data show robust growth. Combined battery electric and plug-in hybrid sales in 2023 were up...
1 Feb 202436min
Solving the cow burp problem
Agriculture in the U.S. produces more methane than the American oil and gas industry, and the biggest share of that agricultural methane is from enteric fermentation – essentially cow burps. Cows and ...
26 Jan 202442min
Sourcing biomass for carbon removal
Plants capture hundreds of gigatons of carbon every year in timber, crops, and other forms of biomass. Much of that carbon gets released back into the atmosphere through natural processes and human in...
19 Jan 202448min
2023 climate tech venture investment trends
Venture and early-stage investment in climate tech in 2023 was down 30% from 2022, according to market intelligence firm Sightline Climate. But is that a bad thing? In this episode, Shayle unpacks the...
11 Jan 202443min
