On the Carbon Copy podcast this week:
It’s been over three months since Russia’s invasion of Ukraine sent shockwaves into global oil markets, causing supply constraints and skyrocketing prices. The conflict has complicated the flow of energy at a time when supply chains were already jumbled up because of Covid.
But it’s not just oil. The war is leaving its m ... Show More
Oct 29
The new landscape for gas turbines
Data center developers are facing unprecedented roadblocks to power new facilities. In addition to being hampered by an enormous interconnection queue backlog, the major gas turbine suppliers — GE Vernova, Mitsubishi, and Siemens — are completely sold out past 2030. As a result, ... Show More
31m 56s
Oct 27
The battery boom behind the AI buildout [partner content]
The AI buildout is the most capital-intensive project in history. The hunger for power has pushed companies to unconventional options, sparking demand for jet engines, mobile trailer-mounted generators, and hybrid microgrids. And now batteries are having a moment. The urgency to ... Show More
29m 52s
Sep 2021
Accelerating EV Sales, and What It Means for Lithium and Other Battery Metals
BMO Capital Markets recently increased its electric vehicle (EV) penetration forecasts to 7% this year, and 15% by 2025, with important spillover impacts into lithium, nickel, and cobalt. This podcast highlights the work of our analysts, Joel Jackson, Robin Fiedler, and Colin Ham ... Show More
15m 42s
Feb 2024
Pricing and tech trends shaping the global battery storage market
The storage market is full of surprises. Last year, global storage installations were a third higher than expected, driven mostly by Chinese policy to attach batteries to renewables.
Meanwhile, a ramp-up in manufacturing is causing oversupply – and a potential shakeout for small ... Show More
33m 33s
Jan 2025
Re-imagining the energy grid ... through batteries (Two Indicators)
When it comes to solar and wind power, renewable energy has always had a caveat: it can only run when the wind blows or the sun shines.The idea of a battery was floated around to make renewables available 24/7. For years, it existed as an expensive, little-used technology. Then i ... Show More
17m 49s