Catalyst · 3 Nov 2023 · 1h 07m
David Roberts, host of the Volts podcast, joins Catalyst host Shayle Kann to debate the most overhyped and underhyped trends in climatetech. They identify underhyped areas including the rapid onshoring of clean energy manufacturing driven by the Inflation Reduction Act, thermal storage for industrial heat, and networked geothermal systems. Conversely, they argue that electric stovetops, small modular reactors (SMRs), and voluntary carbon markets are receiving disproportionate attention relative to their actual impact or maturity. The conversation also highlights the significant headwind of rising interest rates on high-capex clean energy projects.
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