What will the U.S. grid mix look like in 2050? It depends on which models you follow.
The future according to the Energy Information Administration's latest report: Wind will stop growing, coal will stop declining, demand for electricity will keep going up, and emission reductions will moderate. A lot of people are unhappy about it.
It's no secret that EIA is ultra-conservative in its modeling. But why is there such a disconnect from the technological and economic shifts in energy markets? And why does EIA have such a hard time mapping technological change? We'll offer some solutions to the government's data problem.
Then: Cancel your trip to Disneyland, stock up on Coca-Cola, and hoard as many iPhones as possible. We'll look at how the world’s biggest companies are detailing their risks associated with climate change.
Finally, we'll end on a philosophical note: Who is to blame for climate change? Individuals? Companies? Governments? We'll take a cue from an articulate 16-year-old in Davos.
Don't forget to rate and review us on Apple podcasts. We're giving away a free subscription to GTM Squared to the person who writes the most interesting review by February 1.
Read along with us:
- InsideClimate News: What the Government Misses in Its Energy Outlook and Why It Matters
- Utility Dive: U.S. Far Off Track for Global Climate Goals as Fossil Fuel Reliance Persists
- Twitter: Jesse Jenkins thread on EIA data
- Twitter: Alex Gilbert reactions to EIA data
- Bloomberg: Corporate America Is Getting Ready to Monetize Climate Change
- Barron's: Climate Change Could Hit These Companies Hardest
- LinkedIn: Discussion of Greta Thunberg's Davos speech
Support for this podcast comes from Wunder Capital. Wunder Capital is the leading commercial solar financing company in the United States. Click here to find out how Wunder Capital can help you finance your next commercial solar project.