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May 2021
51m 19s

Jigar Shah Has $40 Billion. What Will He...

Wood Mackenzie
About this episode
The US Department of Energy’s Loan Programs Office might be the most talked about -- and yet least understood -- part of the federal government’s efforts to support climate tech.  It has already invested more than $35 billion in everything from Tesla's first big factory to the first two nuclear reactors to begin construction in the U.S. in more than 30 year ... Show More
Up next
Jun 2
The grid's missing operating system: Why a $100,000 AI controller could defer trillions in hardware and why utilities won't buy it
The energy transition conversation focuses on what connects to the grid. Far less attention goes to whether anyone is coordinating what those assets do once connected. AI training runs swing hundreds of megawatts in seconds as GPUs checkpoint and restart a profile that looks like ... Show More
43m 46s
May 19
The grid's immune system is retiring: Synchronous condensers, AI data centers and the physics gap that software alone can't close
As coal and gas plants retire, the energy transition conversation focuses on replacing their generation capacity. What gets far less attention is the loss of the physical properties those machines provided for free: inertia that stabilises frequency, fault current that supports v ... Show More
1h 2m
May 5
Beyond combustion: Long Island's first hydrogen-powered linear generator and the fuel-flexible answer to the dispatchable emissions-free resource problem
Utilities are under pressure to deliver generation that is dispatchable, affordable, and clean enough to satisfy increasingly stringent environmental rules, notoriously hard to do in one asset. As renewables grow, the gas turbines and engines that have historically filled the gap ... Show More
39m 43s
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