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

- Show: [Catalyst](https://hardwarepodcasts.com/podcast/catalyst)
- Published: 2023-11-09
- Length: 53m
- Page: https://hardwarepodcasts.com/podcast/catalyst/2023-11-09-mailbag-episode-interest-rates-carbon-dioxide-removal-load-growth-and-more

## Summary

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.

## Chapters

- [0:02](https://hardwarepodcasts.com/podcast/catalyst/2023-11-09-mailbag-episode-interest-rates-carbon-dioxide-removal-load-growth-and-more#t=2) Introduction and Volcano/Frankenstein Story
- [6:30](https://hardwarepodcasts.com/podcast/catalyst/2023-11-09-mailbag-episode-interest-rates-carbon-dioxide-removal-load-growth-and-more#t=390) Electricity Load Growth: Data Centers and Regional Crunches
- [12:30](https://hardwarepodcasts.com/podcast/catalyst/2023-11-09-mailbag-episode-interest-rates-carbon-dioxide-removal-load-growth-and-more#t=750) Solar Module Price Crash and IRA Manufacturing Impact
- [18:39](https://hardwarepodcasts.com/podcast/catalyst/2023-11-09-mailbag-episode-interest-rates-carbon-dioxide-removal-load-growth-and-more#t=1119) Interest Rates, Offshore Wind, and Grid Resiliency
- [37:25](https://hardwarepodcasts.com/podcast/catalyst/2023-11-09-mailbag-episode-interest-rates-carbon-dioxide-removal-load-growth-and-more#t=2245) Carbon Dioxide Removal: No Clear Winner and Verification
- [43:53](https://hardwarepodcasts.com/podcast/catalyst/2023-11-09-mailbag-episode-interest-rates-carbon-dioxide-removal-load-growth-and-more#t=2633) European Energy Companies Acquiring US Assets
- [49:28](https://hardwarepodcasts.com/podcast/catalyst/2023-11-09-mailbag-episode-interest-rates-carbon-dioxide-removal-load-growth-and-more#t=2968) Climate Tech Investment in the Global South

## Topics

- [Pricing, margins & unit economics](https://hardwarepodcasts.com/topic/pricing-and-unit-economics)
- [Energy & climate tech](https://hardwarepodcasts.com/topic/energy-and-climate-tech)
- [Sourcing & supply chain](https://hardwarepodcasts.com/topic/sourcing-and-supply-chain)
- [Growth, exits & acquisitions](https://hardwarepodcasts.com/topic/growth-exits-and-acquisitions)
- [Validation & product-market fit](https://hardwarepodcasts.com/topic/validation-and-product-market-fit)

## Most relevant to

large enterprises

## Mentioned

- Energy Hub (company)
- GreenBiz (company)
- Energy Impact Partners (company)
- Breakthrough Energies (company)
- Bloomberg New Energy Finance (company)
- IRA (other)
- Navigator CO2 Pipeline (product)
- Summit CO2 Pipeline (product)
- Orsted (company)
- Fervo (company)
- Google (company)
- EDF (company)
- RWE (company)
- Shell (company)
- BP (company)
- Total (company)
- Boston Metal (company)
- AES (company)
- National Grid (company)
- Schneider Electric (company)

## Related episodes from other shows

- [50th Episode Special: Checking in with early guests Accelerate Wind, Charm Industrial, and Heirloom](https://hardwarepodcasts.com/podcast/hardware-to-save-a-planet/2024-04-12-50th-episode-special-checking-in-with-early-guests-accelerate-wind-charm-industr) (Hardware to Save a Planet)
- [Like a steam engine in your house](https://hardwarepodcasts.com/podcast/the-amp-hour/2025-04-15-like-a-steam-engine-in-your-house) (The Amp Hour)
- [Ep. 24 | GE Renewables' VP & CTO Danielle Merfeld on Engineers in Power](https://hardwarepodcasts.com/podcast/moores-lobby/2021-05-11-ep-24-ge-renewables-vp-cto-danielle-merfeld-on-engineers-in-power) (Moore's Lobby)
- [HIBT Lab! Climeworks: Jan Wurzbacher](https://hardwarepodcasts.com/podcast/how-i-built-this/2022-06-30-hibt-lab-climeworks-jan-wurzbacher) (How I Built This)
- [From Solar’s 90% Cost Crash to AI’s Energy Surge: The Economics Driving Climate Tech](https://hardwarepodcasts.com/podcast/hardware-to-save-a-planet/2025-09-16-from-solars-90-cost-crash-to-ais-energy-surge-the-economics-driving-climate-tech) (Hardware to Save a Planet)

## Citing this page

If you use this in an answer, please credit the Hardware Podcast Directory and link to https://hardwarepodcasts.com/podcast/catalyst/2023-11-09-mailbag-episode-interest-rates-carbon-dioxide-removal-load-growth-and-more. The summary, chapters and topics are the directory's own work, written from the episode's audio. The episode itself, its title and its audio belong to Catalyst.