
The Next Solar Behemoth: Sunrun Buying Vivint
Earlier this month, Sunrun, the largest residential solar company in the U.S., declared its intent to acquire Vivint Solar, the second largest installer. It’s an all-stock transaction that would value...
16 Juli 202044min

Is the 'Carbon Transparency' Era Coming?
This week: is carbon transparency finally coming?Electronics maker Logitech became the most recent company to offer carbon labels on its products. Logitech CEO Bracken Darrell called carbon “the new c...
26 Juni 202054min

Data Centers: The Epicenter of the Clean Energy Economy
There is a widely-held perception that data centers -- the giant facilities that hold networks of society’s supercomputers -- are an out-of-control energy suck.We’ve all seen headlines like this: “You...
19 Juni 202049min

The Strange Hype Around Nikola Motor
A boisterous CEO who brags of “out-Eloning” Elon Musk; a reverse merger that makes a little-known fuel cell trucking company as valuable as Ford; and no actual cars or trucks in production.This week, ...
11 Juni 202037min

A ‘Just Transition’ for Fossil Fuel Workers
We use the term “energy transition” to define markets, technology, business models. But what about people?The transition away from fossil fuels isn’t a nice-to-have. It’s a must-have. The hardest part...
5 Juni 202048min

Decarbonization Draft: The Corporate Raider Edition
Greed is good. At least, it’s good for decarbonization.This week on The Interchange podcast, we have a new edition of the fantasy decarbonization draft -- this one focused on acquiring and restructuri...
28 Maj 202041min

The New Wave of Carbon Offsets: Is This Time Different?
This week, we’re talking about the new wave of carbon offsets. Will startups and corporates be able to solve accountability problems?Right up until the global economy stopped working in March, the car...
21 Maj 202041min

Mapping the Post-Covid Future for EVs and Energy Markets
This week: where does the COVID detour take us as we map the energy transition?We’re once again thinking through the practical and theoretical consequences of the pandemic, in the near-term and well i...
13 Maj 202053min



















