The Energy Gang

Southern New England is hungry for more clean energy, and states like Connecticut and Massachusetts are turning to Hydro-Quebec for its excess hydropower. There's one sticking point: they need a new transmission line to get all that power from Northern Quebec. And citizens in the states that could host new transmission projects -- New Hampshire, Vermont and Maine -- are resisting construction plans. A lot of attention has focused on controversial transmission projects like Northern Pass. But what about the source of the electrons feeding the line?  In this week's podcast, we talk with Sam Evans-Brown, a journalist who's been exploring the history of Canadian hydro. It's a decades-long story filled with conflict, controversy, racism, and billions of dollars at stake. Sam is host of the Outside/In podcast. He and his colleague Hannah McCarthy just published a 4-part audio series, called Powerline, about the hydropower working its way down to the Northeastern U.S. We'll talk about the stories they uncovered. Then, Cape Wind is dead. We’ll have a eulogy. And finally, we'll discuss that tax bill again. It’s messier than anyone thought possible. This podcast is sponsored by Mission Solar Energy, a solar module manufacturer based in San Antonio, Texas. You can find out more about Mission’s American-made, high-power modules at missionsolar.com. Are you coming to GTM's Storage Summit on December 12-13? Podcast listeners get 20 percent off their registration with the promo code PODCASTS. Recommended reading and listening:Outside/In: The 4-part Powerline seriesGTM: Cape Wind’s Demise Comes Amidst a Resurgence for US Offshore WindGTM: Senate Doubles Down on Tax Provisions That Would Harm Renewable EnergySubscribe to The Energy Gang podcast via Apple Podcasts, Google Play, Stitcher or wherever you find your audio content.

We've reached a new stage in cleantech. Years after the VC bubble popped, startups are pursuing new approaches to scaling, finding customers, partnering, and raising money. Those new approaches to scaling early-stage cleantech were crystallized this year. And we're going to talk about them. This week, we recorded live at Greentown Labs, the largest cleantech incubator in the country. We discussed a wide range of trends: the emergence of blockchain, a diversifying class of corporate investors, the blitz of mergers and acquisitions, low-cost ways of scaling new technologies, how to ask for money, and where startups can engage in policy. Plus, we ran through the top headlines of the week: Tesla's 100-megawatt battery, the heinous Congressional tax bill, and the Bonn climate talks.  This podcast is sponsored by Mission Solar Energy, a solar module manufacturer based in San Antonio, Texas. You can find out more about Mission’s American-made, high-power modules at missionsolar.com. Are you coming to GTM's Storage Summit on December 12-13? Podcast listeners get 20 percent off their registration with the promo code PODCASTS. Recommended reading:Can LO3 Energy Cut Through the Hype on Blockchain?A Battery-Material Startup Applies Lessons From the Venture Capital BustEuropean Utility Giants Are on a Grid Edge Shopping Spree in 2017 Subscribe to The Energy Gang podcast via Apple Podcasts, Google Play, Stitcher or wherever you find your audio content.

Dan Shugar lives, breathes and bleeds solar.  "If you cut my wrist, pure silicon comes out," he exclaimed in an interview with Powerhouse CEO Emily Kirsch, as part of the Watt It Takes interview series.  This week, Shugar steps behind the microphone to talk about turning his passion for PV into deals and acquisitions worth over $1 billion. Shugar has a storied career. Some call him the "King Midas" of solar, because he's turned so many ventures into gold. He's the former president of Powerlight, the pioneering developer acquired by SunPower in 2006. He's now CEO of the tracker company NEXTracker, which was sold to Flextronics for $330 million last year.  In this edition of Watt It Takes, Shugar describes the moment he realized solar's potential while working for PG&E; how Powerlight was founded and funded; the risks he took when getting into solar; his passion for the environment; and why everyone is underestimating the growth of PV. This conversation was recorded live in Oakland, California at Powerhouse. In the next episode, GTM Co-Founder Scott Clavenna takes the stage. This podcast is brought to you by Mission Solar. Find out more about Mission's high-quality, American-made solar modules. Listen to earlier episodes of Watt It Takes:SunPower Founder Dick Swanson’s Guide to Launching a Cleantech StartupLessons From the Fall of SungevityLike our shows? Make sure to give The Interchange and The Energy Gang a rating and review on Apple podcasts. And make sure to subscribe to both shows on Apple podcasts, Google Play, Stitcher, or anywhere you get your podcasts.

The House passed its tax reform bill yesterday that includes cuts to renewable energy tax credits. The package is already having a chilling effect as developers stall projects because of a potential change to the tax code. What will happen when the Senate and House try to reconcile their two bills? We'll try to anticipate the political chess match before the pieces move. Then, we'll take a look at Tesla's newest shiny object: the electric semi-truck. Is this a convenient distraction for Musk as Tesla's financial health worsens? Or yet another master plan step that most of us will never understand until much later? (Note: we recorded these segments on Thursday afternoon. For more on the House tax bill, read this overview; for a rundown of the new semi-truck, read Julia Pyper's reporting.) We end the show why talking about IEA's latest worries about nuclear shut-downs in Europe. While global emissions rise, renewables may have a hard time filling in the gap. This podcast is sponsored by Mission Solar Energy, a solar module manufacturer based in San Antonio, Texas. You can find out more about Mission’s American-made, high-power modules at missionsolar.com. Are you coming to GTM's Storage Summit on December 12-13? Podcast listeners get 20 percent off their registration with the promo code PODCASTS. Recommended reading:GTM: Why Tesla’s Electric Semi Truck Is the Toughest Thing Musk Has Attempted YetWashington Post: The House Just Passed Its Big Tax Bill. Here’s What Is in It.Recharge: Wind and PV Build-Out Too Slow to Replace Aging Nuclear, Says IEASubscribe to The Energy Gang podcast via Apple Podcasts, Google Play, Stitcher or wherever you find your audio content.

This week: a conversation with Andrew Birch, the co-founder and CEO of Sungevity. For those who’ve been following the wild ride in solar, you’re going to want to listen to this conversation. Sungevity was once one of the biggest residential solar installers in the U.S. – until it filed for bankruptcy protection at the beginning of the year. In this interview, Andrew Birch talks candidly about how Sungevity was founded, what killed an acquisition deal to save the installer, how market forces and the political landscape hurt the business, and where he thinks global solar trends are headed. This interview was conducted on-stage at Powerhouse, an incubator based in San Francisco. It’s part of the “Watt It Takes” series on how top cleantech entrepreneurs built their companies. The series is produced by Powerhouse, in partnership with Greentech Media. This podcast is brought to you by Mission Solar Energy, a solar module manufacturer based in San Antonio, Texas. To find out more about Mission’s high-power, American quality modules visit missionsolar.com.

Since taking over as administrator of the EPA, Scott Pruitt's meeting calendar has been filled almost exclusively with industry interests.  Now he's opening the door even wider for industry. On Tuesday, the Administrator issued a new decree: any scientist getting funding from the EPA will no longer be allowed to serve on the agency's scientific advisory board. He's replacing scientists with representatives from the chemical, fossil fuel and utility industries. The scientific community is up in arms, saying there is already a very detailed process for ensuring scientific integrity and avoiding conflicts. Former EPA officials who served in the Reagan, George H.W. Bush and George W. Bush administrations are criticizing the move as a way to stifle independent science. This week, we'll discuss the latest in Pruitt's campaign to unravel the EPA.  Then, European utilities are scooping up American distributed energy companies at a record pace. We'll talk about Enel's acquisition of Enernoc, eMoterWerks, Demand Energy and a range of other distributed energy players. Is it sustainable? We'll end with a conversation about the latest developments in the ongoing solar trade case. Is the sky falling yet? MJ Shiao, head of Americas research at GTM, talks through the different penalties on imports proposed by international trade commissioners.  Recommended reading:Washington Post: Scott Pruitt Blocks Scientists With EPA Funding From Serving as Agency AdvisersNew York Times: A Stream of Industry Meetings and Trips Home on EPA Chief's CalendarGTM: European Utility Giants Are on a Grid Edge Shopping Spree in 2017GTM Webinar: US Solar Outlook Under Section 201GTM: ITC Issues Recommended Remedies in Section 201 Solar Trade Case This podcast is sponsored by Mission Solar Energy, a solar module manufacturer based in San Antonio, Texas. You can find out more about Mission’s American-made, high-power modules at missionsolar.com. Subscribe to The Energy Gang podcast via Apple Podcasts, Google Play, Stitcher or wherever you find your audio content.

"Don’t let government pick winners and losers." That was Rick Perry’s mantra as Texas governor and a presidential candidate. But it didn’t take him long to abandon it as energy secretary. This week, we’ll revisit the rare, bizarre request from Perry asking federal regulators to restructure electricity markets and prop up struggling coal and nuclear plants. Then, the latest on the post-Hurricane energy crisis in Puerto Rico. We'll talk about the rebuilding effort, a controversial grid-rebuilding contract with an unknown company, and the strained Washington-Puerto relationship. Finally, an Alaskan sovereign wealth fund is betting big on distributed energy through Generate Capital. We'll talk about what the fund says about new investment approaches in emerging tech. Recommended reading and listening: The Interchange: An interview With Ari Peskoe About the Legal Holes in Perry's NOPR Vox: What Rick Perry Would Have Recommended If He Listened to His Own Grid Study Martin Heinrich op-ed: Coal Bailout Is a Crude Attempt to Pay for Campaign Promises Washington Post: FEMA Cites 'Significant Concerns' Over Whitefish Energy Deal in Puerto Rico GTM: Generate Capital Raises $200 Million Fund

This week, we’re unveiling a new podcast collaboration between Greentech Media and Powerhouse, called "Watt it Takes." Watt It Takes is produced and recorded live at Powerhouse, a cleantech incubator and seed fund in Oakland, CA. Each month, a founder of a top clean energy company shares the personal story behind the company they’ve built. Our first episode features Dick Swanson, founder, and former CEO and CTO of SunPower, who talks about the wild ups and downs of building one of the largest solar companies in the world. The show begins with Shayle Kann, SVP at GTM, providing some market context. And then Powerhouse Founder and CEO Emily Kirsch leads the interview with Swanson. Want to meet these industry luminaries and watch a live recording? Get tickets for future events: wattittakesoct2017.splashthat.com.

When we first hit the record button four years ago, the energy landscape looked very different. Oil prices were above $90 per barrel. Utilities were only just starting to take distributed resources seriously as grid assets. Coal was still on the upswing globally. There was great uncertainty around a global climate deal. And Donald Trump was still two years away from announcing his presidential campaign. For our 200th episode of The Energy Gang, we'll reflect on the biggest changes we saw coming -- and didn't see coming -- since the podcast started. Before we reflect back, we'll start the show with a conversation about Puerto Rico. The U.S. territory is facing unspeakable devastation after Hurricanes Irma and Maria -- made worse by a bankrupt utility and an American government slow to send help. What do we know about the scope of the commonwealth’s energy problems post-hurricane? This podcast is sponsored by Mission Solar Energy, a solar module manufacturer based in San Antonio, Texas. You can find out more about Mission’s American-made, high-power modules at missionsolar.com.

Donald Trump was in New York City this week. We left him some tickets for our live podcast at the box office, but he never showed up. Still, we had a blast taping our latest episode at WNYC's performance space in Manhattan. And this week, we've got that episode in its entirety. Special guest Mark Chambers, director of the mayor's office of sustainability, joined us on stage for a lively discussion. In this extended episode, we feature a variety of segments. First, we tested the gang’s knowledge of New York’s energy scene with a little segment we called "Climate Week: The Game." Then, we interviewed Mark Chambers, who offered insight into the city's climate action plan. Then, we went deep. We had a debate about the importance of local climate and energy policy in the Trump era -- with a little audience Q&A mixed in, too. Finally, we completed a quick news circuit and analyzed some top energy stories in the news. A big thanks to Urban Future Lab, ACRE, Solar One, and NYSERDA for partnering with GTM on the Clean Energy Connections series. This podcast is sponsored by Mission Solar Energy, a solar module manufacturer based in San Antonio, Texas. You can find out more about Mission’s American-made, high-power modules at missionsolar.com.

India has blossomed into one of the most important renewable energy markets in the world. It currently has the fourth-most cumulative wind capacity installed, and will become the third-biggest solar market globally by 2022. The country also has plans to sell only electric vehicles by 2030. With immense growth comes new businesses and economic opportunity -- but also political and economic risk. This week, we'll talk with the CEO of India's top independent renewable energy developers about navigating that risk. Sumant Sinha is the founder and CEO of ReNew Power. He's overseen 2 gigawatts of completed wind and solar projects, and has plans to build 10 gigawatts more in the coming years. In this show, we interview Sinha about the many forces that are changing India’s energy markets. We address: The solar boom: Can India meet its 100 gigawatt solar target? Grid planning: Can central and state governments better coordinate market expansion? Quality: The importance of maintaining quality standards for projects The rise of auctions: Are record-low prices sustainable? India's EV target: Will it tangentially help ReNew Power's expansion: What will it take to hit 10 gigawatts of projects? This podcast is sponsored by Mission Solar Energy, a solar module manufacturer based in San Antonio, Texas. You can find out more about Mission’s American-made, high-power modules at missionsolar.com.

We made it. We finished summer without nuclear war or an international catastrophe -- and now we can calm our nerves with pumpkin spice everything. This week, as we close out summer and prepare for a busy fall news cycle, we're checking in on the stories that we think will define the remainder of 2017. Katherine gives us a rundown on the top priorities for Congress. Jigar talks about the shakeout coming for the auto sector. And Stephen looks at the potential impact of solar tariffs. This podcast is sponsored by Mission Solar Energy, a solar module manufacturer based in San Antonio, Texas. Visit Mission Solar at the upcoming Solar Power International conference at Booth 3975. You can find out more about Mission’s American-made, high-power modules at missionsolar.com.

While Texans start the painful process of rebuilding their lives after Hurricane Harvey, many are asking: could anything have been done to lessen the impact? In this week's podcast, we're going to discuss the storm through the lens of climate, urban planning and federal policy. All three of those factors created the perfect storm for maximum damage. Marianne Lavelle, a reporter with InsideClimate News, joins us to talk about the important stories to watch in the wake of the hurricane. Then, a DOE grid study redux. We’ll offer up some thoughts on the final version of that contentious federal grid reliability report that you’ve heard so much about. Then, China’s solar frenzy continues. Wasn’t it supposed to be a slow year? Also, don't forget to join us for our live podcast in NYC on September 19. Tickets here: http://bit.ly/2wbutCx Also, use the discount code "ENERGYGANG" for a 15 percent discount to our NY REV Future conference in Brooklyn on September 26 and 27. Register here: http://bit.ly/2woZNOn This podcast is sponsored by Mission Solar Energy, a solar module manufacturer based in San Antonio, Texas. You can find out more about Mission’s American-made, high-power modules at: missionsolar.com. Recommended reading: Will Harvey's Damage Shift How Congress Sees Climate Change and Budget Cuts? http://bit.ly/2vItHKv Harvey’s Devastation Shows the Need for Distributed Energy, Microgrids During Disasters: http://bit.ly/2wsSVhm The Interchange episode with Travis Fisher, lead on DOE’s epic grid reliability report: http://bit.ly/2wXrcsg

What makes Elon Musk tick? What will the grid look like in 2030? This week, we (re)answer both of those questions. We're featuring a couple of our favorite podcast segments for your summer listening enjoyment. First up, a 2015 Energy Gang interview with Ashlee Vance, a Bloomberg reporter and author of the book, Elon Musk: Tesla, Space X and the Quest for a Fantastic Future. Vance gives us an intimate look at why Elon operates in such a unique way. It's been two years since the book was released, but it's still just as relevant. In our second interview, we dig into The Interchange vaults and serve up a conversation about what the grid may look like in 2030. It’s like a literary review of geeky grid fan fiction, written by Shayle Kann. Sign up for our live Energy Gang in New York City on September 19: This podcast is sponsored by Mission Solar Energy, a solar module manufacturer based in San Antonio, Texas. Visit Mission Solar at the upcoming Solar Power International conference at Booth 3975. You can find out more about Mission’s American-made, high-power modules at missionsolar.com. Recommended reading: Elon Musk: Tesla, Space X and the Quest for a Fantastic Future -- https://www.amazon.com/Ashlee-Vance/e/B003YLHAJG

White House Chief Strategist Steve Bannon (unwittingly) gave an interview this week, saying America is locked in "an economic war with China." Bannon mentioned arcane sections of the 1974 Trade Act to penalize China for alleged steel and aluminum dumping. Could solar be on the list, too? Bannon's comments suggest he's also paying attention to Section 201 of the trade act -- which is the foundation of Suniva and SolarWorld’s case for slapping severe penalties on imported solar cells and modules from Asia and the rest of the world. Those companies, plus dozens of other heavy hitters in solar, were in Washington this week to argue their case in front of the International Trade Commission. In this week's show, we’ll have the latest on solar trade politics. Then, we'll dig into a fascinating new study on second-order climate beliefs. It’s not just about what you believe -- it’s about what you believe others believe. Finally, we’ll revisit the rise of non-wires alternatives. More utilities are opting for distributed resources in place of traditional wires upgrades on the grid. We’ll discuss a new project in Arizona and then look across the landscape of other projects. This podcast is sponsored by Mission Solar Energy, a solar module manufacturer based in San Antonio, Texas. Visit Mission Solar at the upcoming Solar Power International conference at Booth 3975. You can find out more about Mission’s American-made, high-power modules at missionsolar.com. Recommended reading: The Messy Politics Surrounding the Solar Trade Case: https://www.greentechmedia.com/articles/read/the-messy-politics-surrounding-the-solar-trade-case The Importance of Second-Order Opinions for Climate Politics: https://pdfs.semanticscholar.org/74f6/8960cca93ebe036baea022bfaf2e4c4e9e70.pdf APS Buys Energy Storage From AES for Less Than Half the Cost of a Transmission Upgrade: https://www.greentechmedia.com/articles/read/aes-buys-energy-storage-for-less-than-half-the-cost-of-a-wires-upgrade