Google and Microsoft Are Shaping Energy Markets

Google and Microsoft Are Shaping Energy Markets

Since 2015, large corporations have signed deals for more than 7 gigawatts of renewable energy.

As activity picks up, these companies are grappling with increasingly complex deals. They're no longer just thinking about renewable energy credits or average consumption over the year; they're now looking at matching wind, solar and hydro supply directly with their on-site demand in a more granular way. Consequently, energy storage is becoming more attractive.

This week, we're talking with two leading buyers of renewable energy, Google and Microsoft.

We'll talk with Neha Palmer, Google's head of energy strategy, about hitting 100 percent renewable energy. Then, we'll talk with Brian Janous, Microsoft's general manager of energy, about how deals around the world are structured.

We'll also grapple with a bigger question that corporate buyers are facing: what happens to their procurement when the gigawatts and gigawatts of renewables they’re buying literally reshape how markets function?

This podcast is also brought to you by Shoals, the gold standard for solar and storage balance-of-systems solutions. Learn more about how Shoals can make your project operate at the highest level.

This podcast is brought to you by Fiveworx, a turnkey customer engagement platform for utilities. Find out more about how Fiveworx can help your customer engagement program succeed -- and get you beyond the meter.

Recommended reading:

  • GTM: The Latest Trends in Corporate Renewable Energy Procurement
  • Google: We’re Set to Reach 100% Renewable Energy -- and It’s Just the Beginning
  • Microsoft: Transitioning to Zero-Carbon Energy

Subscribe to The Interchange podcast via Apple Podcasts, Google Play, Stitcher or wherever you find your audio content.

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

Avsnitt(343)

Gas prices are rising and the demand for renewable energy is growing. How are big players in the green tech industry preparing for the evolving policy around solar energy credits? (Recorded live at RE+ in Las Vegas)

Gas prices are rising and the demand for renewable energy is growing. How are big players in the green tech industry preparing for the evolving policy around solar energy credits? (Recorded live at RE+ in Las Vegas)

Despite the US adding 4.3 gigawatts of solar manufacturing capacity in Q2, there were no additions to the upstream components of polysilicon wafer and cell manufacturing. As gas prices continue to ris...

11 Sep 202539min

OB3 and market uncertainty has put more pressure than ever on clean energy assets. How are owners and operators getting the most out of their wind, solar and storage? (Recorded Live at RE+ in Las Vegas)

OB3 and market uncertainty has put more pressure than ever on clean energy assets. How are owners and operators getting the most out of their wind, solar and storage? (Recorded Live at RE+ in Las Vegas)

In a year defined by uncertainty, this RE+ special episode of Interchange Recharged flips the script from “build more” to “get more from what you’ve got.” Sylvia Leyva Martinez, Research Director at W...

10 Sep 202556min

Forget Net Zero. Everyone’s talking about energy dominance, but is a rebrand really the best thing for climate action? Recorded at RE+ in Las Vegas as the energy industry’s biggest event gets underway, storytelling becomes part of the strategy.

Forget Net Zero. Everyone’s talking about energy dominance, but is a rebrand really the best thing for climate action? Recorded at RE+ in Las Vegas as the energy industry’s biggest event gets underway, storytelling becomes part of the strategy.

The policy environment in the US at the moment is challenging, but developers, utilities, and investors are still moving forward with decarbonisation goals and climate action; they’re just talking abo...

9 Sep 202515min

Could your EV power your home? A look at how electric vehicles could be used as two-way charging systems, easing strain on the grid.

Could your EV power your home? A look at how electric vehicles could be used as two-way charging systems, easing strain on the grid.

EV growth is moving, but is it moving quickly enough? Wood Mackenzie research projects battery electric vehicles to account for 58% of light vehicle sales globally by 2050. It won’t be until 2045 that...

26 Aug 202542min

Transferable tax credits for renewable projects has created a $52 billion market | How are clean energy developers making the most of it?

Transferable tax credits for renewable projects has created a $52 billion market | How are clean energy developers making the most of it?

Way back in 2016, US energy storage capacity had just hit 336MWh, a 100% year-on-year increase. The growth forecast for storage was for 7.3GWh by 2022 – a US$3.3 billion market. It’s just one example ...

12 Aug 202546min

What’s the forecast for energy projects as the Big Beautiful Bill looms over the industry? Developers and suppliers are adapting to the chaos – but how?

What’s the forecast for energy projects as the Big Beautiful Bill looms over the industry? Developers and suppliers are adapting to the chaos – but how?

The uncertainty rippling through the energy industry in the first half of 2025 hasn’t gone away. Utilities, developers, and manufacturers are still grappling with the fallout from the "One Big Beautif...

29 Juli 202539min

How is geothermal faring in 2025? Investment is booming but is the technology and policy support there?

How is geothermal faring in 2025? Investment is booming but is the technology and policy support there?

Despite uncertainty for US clean energy investors, things are looking good for the geothermal sector. US$1.7 billion in public funding was pumped into geothermal projects in Q1 this year - 85% of 2024...

15 Juli 202537min

The oil and gas majors are phasing down their renewable strategies. What does it mean for climate goals?

The oil and gas majors are phasing down their renewable strategies. What does it mean for climate goals?

In February this year BP announced it was cutting its investment in green energy ventures from $5B to $2B while reallocating $10B to fossil fuels, and abandoning its 2030 oil output reduction target. ...

1 Juli 202541min

Populärt inom Business & ekonomi

framgangspodden
varvet
rss-jossan-nina
svd-tech-brief
badfluence
rss-svart-marknad
uppgang-och-fall
bathina-en-podcast
avanzapodden
tabberaset
rss-inga-dumma-fragor-om-pengar
24fragor
rss-kort-lang-analyspodden-fran-di
rss-borsens-finest
rss-dagen-med-di
kapitalet-en-podd-om-ekonomi
borsmorgon
fill-or-kill
rss-veckans-trade
lastbilspodden