Solar: It’s the Best of Times, It’s the Worst of Times
In this podcast transcript, we outline the biggest trends in global solar markets.
The Interchange is a weekly podcast on the global energy transformation, hosted by Stephen Lacey and Shayle Kann. Each week, the duo provide deep insights into technology, markets, projects, company financials, mergers and acquisitions, policy changes, and market data.
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New Market Rules Destroyed the Economics of Storage in PJM. What Happened?
On this week’s Interchange podcast: What changes to frequency regulation signals mean for energy storage developers.
The newest 5 episodes of The Interchange are available to everyone, but the deeper archives are available only to GTM Squared members.
On the Minds of Utility Execs: Digital Grids, Artificial Intelligence, Solar and Phasing Out Coal
On this week’s Interchange podcast, interviews with top figures in the utility business about the greatest challenges they face.
A Journey to the Center of the Solar Industry
In this episode of The Interchange: We explore current turmoil, growth trajectories and the future of market design.
The Suniva Trade Case: A Doomsday Scenario for America’s Solar Industry?
On this week’s Interchange podcast, we unpack the consequences of a sweeping solar trade complaint now under review by the Trump administration.
Imagining the Future of Residential Solar (and Storage) With Sunrun CEO Lynn Jurich
On this week’s Interchange podcast: Jurich describes Sunrun’s long-term approach to the chaotic residential solar market.
Mary Powell Is Not Your Typical Utility Executive
A conversation with Powell on this week’s Interchange podcast: “I had a natural disdain for the industry.”
After Leaving Tesla, Mateo Jaramillo Seeks the New Frontier of Energy Storage
On this week’s Interchange podcast, a conversation with one of the architects of Tesla’s storage strategy. We talk about the origins of the plan, and where Jaramillo thinks innovation will happen next.
It’s Been Exactly 3 Years Since New York Launched Historic Electric Utility Reform. How’s It Going?
On this week’s Interchange podcast, we have a progress report on New York’s ambitious plan to reform electricity markets.
How Wealthy Are Residential Solar Customers?
GTM Research and PowerScout dig into the relationship between residential solar and household income. We present the findings and discuss on this week’s Interchange podcast.
The Complexity of a Zero-Carbon Grid
On this week’s Interchange podcast: Why achieving “deep decarbonization” takes a diversified technology approach and hard choices.
Steel in the Water: Offshore Wind Is Finally Coming to America
On this week’s Interchange podcast, we talk with Alicia Barton about the slow-but-steady progress in offshore wind.
Utilities Are Investing Heavily in Startups in Order to Disrupt Themselves
On this week’s Interchange: How utilities are looking outward for help
Exclusive: California’s Top Regulator Says It’s Time to Consider Full Retail Electricity Choice
On this week’s Interchange podcast, CPUC President Michael Picker discusses why he’s ready to have a conversation about freeing California’s retail electricity market.
Understanding America’s Record-Shattering Year for Solar—and the Coming Slowdown
On this week’s Interchange: What does 95% growth sound like?
Community Solar: Major League or Meh? We Discuss
Cory Honeyman visits The Interchange to examine the community solar market. Here’s the transcript.
Community Solar Is On the Upswing. But the Complexity of the US Market Will Hold Back Growth
On this week’s Interchange podcast, we talk about why developing community solar projects is so headache inducing.
Do Residential Batteries Increase Pollution? It’s Complicated
On this week’s Interchange, we talk with a researcher about the emissions profile of storage paired with solar. His simple formula: “solar+dirty grid > solar+storage+dirty grid > dirty grid.”
Module Oversupply Strained PV Manufacturers in 2016. Will It Ease in 2017?
On this week’s Interchange, we’re looking upstream.
If You Aren’t Paying Attention to These Trends, You’re Missing the Most Important Stories in Solar
On this week’s Interchange podcast, we walk through the 10 most influential factors shaping the business of solar globally.
Trends in Behind-the-Meter Storage: Financing Models, Business Strategies and Growth Prospects
On this week’s Interchange podcast, we dig into the budding market for customer-sited battery storage in the U.S.
The Interchange Transcript: Are O&G Super Majors Ready to Go Green?
Stephen and Shayle talk with Wood Mackenzie about how oil and gas investment in clean tech has evolved.
Was 2016 the Year When Oil Majors Got Serious (Again) About Renewables?
On this week’s Interchange podcast, we ask whether this year was a tipping point for the biggest oil companies and utilities.
The Shift From Third-Party Ownership to Loans Signals a Structural Change in US Residential Solar
On this week’s Interchange, a look at the evolution of solar finance.
Art of the Deal: A Look at Why Fortune 100 Companies Are Buying So Much Renewable Energy
This week, The Interchange comes to you live from General Motors’ world headquarters.