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
Jul 23
The multi-billion dollar promise of vehicle-to-grid integration
Most electric vehicles spend nearly all of their lives parked, doing nothing. But under the hood of those idle cars, a massive store of energy sits untapped. The Kia EV9, for instance, holds a 100-kilowatt-hour battery—which is equivalent to about seven home backup batteries—just ... Show More
34m 53s
Jul 16
When will quantum computing have its breakout moment?
Over the course of the past decade, quantum computing (or the concept thereof) has ridden hype cycles, just like AI or the internet writ large. In the past year, however, as governments across the globe have committed north of $50 billion to the sector, and billions more have pou ... Show More
40m 9s
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