Which tech is overhyped, underhyped and just right?

Catalyst · 23 Jun 2022 · 50m

What this episode covers

Shayle Khan, Lara Pierpoint of Actuate, and Stephen Lacey play a 'buy, sell, hold' game to evaluate the hype levels of various climate technologies. They discuss advanced nuclear, noting the NRC's rejection of Oklo's designs as a sign of rigorous engagement rather than failure, and heat pumps, citing user experience and policy tailwinds like the Defense Production Act. The group also analyzes non-lithium-ion batteries for stationary storage, battery recycling, hydrogen leakage concerns, and vehicle-to-grid (V2G) economics, while selling Web3 carbon markets and renewable natural gas.

Mentioned

Companies
Actuate, Oklo, Nuclear Regulatory Commission, Energy Hub, Bloom Energy, Arcadia, Advanced Energy Economy, Tesla, Lucid, Environmental Defense Fund
Products
Diablo Canyon

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