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
Fixing the messy voluntary carbon market
The voluntary carbon market is a mess. Oil majors, big tech, and many other industries purchase voluntary credits hoping to offset their carbon emissions. But years of reporting have revealed major pr...
4 Jan 202448min
Financing first-of-a-kind climate assets
There’s a hole in the finance world. Fighting climate change means scaling up lots of new technologies, but financing those first-of-a-kind (FOAK) projects is incredibly difficult. New technologies in...
21 Dec 202346min
What do you do with a 100-hour battery?
It’s time to get specific. In the power industry “long-duration energy storage” could mean anything from 4 to 10 to 100 hours of energy. But Form Energy’s Mateo Jaramillo argues that batteries in the ...
14 Dec 202349min
