What’s the outlook for low-carbon hydrogen in 2024?
Green hydrogen energy, by now well-regarded as a critical component in the energy transition, is still faced with significant challenges. It’s anticipated to significantly contribute to energy needs, with projections suggesting it could supply up to 35% of the UK's energy by 2050, and there's a push in the ... Show More
Apr 7
Flexibility as a service: Can Octopus's acquisition of Uplight finally make US residential VPPs work?
Millions of enrolled devices, 60 utilities, and the participation rate gap that's been embarrassing the US market for a decade. US residential virtual power plants have been a promising idea that's consistently underdelivered — participation rates below 5%, fragmented apps, siloe ... Show More
45m 14s
Mar 24
The muscle we forgot: SMRs, hyperscalers, and why this nuclear renaissance might actually be different
Why nuclear has never been project financed and how that might finally be about to change.Every nuclear plant ever built has ultimately been backstopped by taxpayers or ratepayers. Not because the technology doesn't work, but because nobody has ever cracked the construction cost ... Show More
56m 3s
Mar 10
The grid nobody planned for: public power, hyperscalers and the race to rewire America for the AI age
What two decades of flat demand means for a grid now expected to double in sizeThe US went from essentially zero load growth for twenty years to 3% national growth almost overnight. The supply chains, permitting pipelines, engineering workforce and regulatory processes were all c ... Show More
1h 4m
Feb 2024
2023 was a tough year for clean energy investment. Will 2024 be better?
<p>There are no two ways around it: 2023 was a difficult year for low-carbon energy investment, and 2024 has so far carried on in very much the same vein.</p><p>Rising interest rates, fears around future energy policy, cost inflation in some sectors, and perhaps a correction to s ... Show More
1 h
Feb 2024
Things to Watch: Hydrogen
On today’s bonus episode of the podcast, Dana is joined by Kathy Gao, a Senior Associate from BloombergNEF’s Hydrogen team, to unpack the things to watch for the sector in 2024. Together they discuss offtake agreements and the potential for shipping and aviation to step up as cus ... Show More
23m 5s