Hardware Podcasts

Mailbag episode! Interest rates, carbon dioxide removal, load growth, and more

Catalyst · 9 Nov 2023 · 53m

What this episode covers

Shayle Khan, partner at Energy Impact Partners, joins Sarah Golden, VP of Energy at GreenBiz, to answer listener questions on the energy transition. They discuss the regional nature of electricity load growth driven by data centers and manufacturing, the impact of crashing solar module prices on the IRA's manufacturing incentives, and the severe headwinds high interest rates pose to offshore wind and residential solar. The conversation also covers the lack of a single winner in carbon dioxide removal (CDR) due to verification challenges, the trend of European energy firms acquiring US assets, and the complexities of deploying climate tech in the Global South.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Energy Hub, GreenBiz, Energy Impact Partners, Breakthrough Energies, Bloomberg New Energy Finance, Orsted, Fervo, Google, EDF, RWE, Shell, BP, Total, Boston Metal, AES, National Grid, Schneider Electric
Products
Navigator CO2 Pipeline, Summit CO2 Pipeline
Also
IRA

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