How Cheap and Abundant Can Clean Power Get?

A decarbonized power sector will unlock massive opportunities across nearly every other sector, either via direct electrification or via indirect electrification via the production of low-carbon fuels, like green hydrogen. But here’s the rub. Many of the companies that are working on these solutions rely on pretty heroic assumptions around the cost, availability and cleanliness of electricity in order for the economics to work. To put it bluntly, many decarbonization business models hinge on a cell deep in their spreadsheets that has 1- to 3-cent per kilowatt-hour electricity. Is it a realistic assumption? To tackle that question, Shayle turns to his colleague at Energy Impact Partners, Andy Lubershane, the Senior Vice President of Research & Strategy. They survey the technologies that depend on this super cheap, super abundant power, such as EVs, space heating, carbon removal, green hydrogen and industrial heat. Then, they examine the talk of cheap renewables, covering the difference between cheap wholesale and more expensive delivered prices. They break down the variables that make up the difference between wholesale and delivered prices, namely transmission, distribution and capacity factors.  So what are the solutions that could shrink that gap? The Interchange is brought to you by Enel X, a leader in energy storage, DER management software, and smart electric vehicle charging stations to increase project value. Learn what Enel X can do for your business.  The Interchange is brought to you by Smarter Grid Solutions, a leading enterprise energy management software company. Find out how Smarter Grid Solutions’ software can give you real control over your clean energy assets. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Om Podcasten

Clean tech, green finance and energy innovation are the three lanes on the road to a successful global energy transition. At the intersection of these lanes is a place where ideas on finance, technology and policy are shared and debated. That intersection is Interchange Recharged.  Sylvia Leyva Martinez, principal analyst at Wood Mackenzie, invites visionaries, entrepreneurs, policy-makers and energy analysts to explore the newest developments in renewable technology, explain the ideas on global energy policy that could accelerate the energy transition, and identify new funding and financial models that could solve the biggest challenges we face on the way to net zero.  Sylvia and her guests bring you data and forecasts on clean technology, climate science, and offer predictions on the build out of utility-scale projects and the future of green finance. What impacts do the annual UN Conference of the Parties have on decarbonisation goals and climate change? What will COP30 bring? What’s happening in global EV adoption and development? What’s the forecast for solar energy, one of the major success stories of renewable energy in the last ten years? What does the data tell us about the future of hydrogen, of nuclear, or of low-carbon power?  These are examples of the insights and detailed analyses you can expect bi-weekly on Tuesdays at 7am ET.  If you like The Energy Transition Show, Catalyst with Shayle Kann, The Big Switch from Columbia University, Open Circuit with Stephen Lacey or The Green Blueprint, you’ll enjoy Interchange Recharged.  Want to get involved with the show? Reach out to podcasts@woodmac.com to: Bring Sylvia and Interchange Recharged to your event Be a guest on the show  Sponsor an episode Ask a question to Sylvia or one of our guests  Check out another leading clean tech global podcast by Wood Mackenzie, Energy Gang, at woodmac.com/podcasts/the-energy-gang Wood Mackenzie is the leading global data and analytics solutions provider for renewables, energy and natural resources. Learn more about Wood Mackenzie on the official website: https://www.woodmac.com/