Jan 29
The rise of permissionless DERs
Distributed batteries are having a big moment. On one hand, companies like Base Power and Tesla have leaned into large residential batteries that export power back to the grid, but need permits and inspections to operate. At the same time, however, a new category has emerged: sma ... Show More
35m 51s
Jan 22
More 2026 trends: Solar costs, oil oversupply, and the startup slump
We are back for Part 2 of Shayle’s double header conversation with the veteran energy analyst Nat Bullard, dissecting his annual presentation on the state of decarbonization. If you missed it, we recommend you go back and listen to Part 1, which was released last week. In this ep ... Show More
25m 39s
Mar 2025
Flexible, fast-responding and reliable – the growth of energy storage seems unstoppable. What could possibly go wrong?
<p>Charge when it’s cheap, when energy is abundant, and discharge when the energy is needed. </p><p>The role of energy storage will be critical to the transition to low-carbon technologies. It’s an exciting time in the industry, with spectacular growth in battery storage mar ... Show More
57 m
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
Apr 2025
What do the tariff wars mean for low-carbon energy? | Recorded live at Wood Mackenzie’s Solar & Energy Storage Summit
<p>“With great uncertainty comes great opportunity”, says Abby Ross Hopper, president and CEO of the Solar Energy Industries Association, in this special episode of the Energy Gang, recorded live at Wood Mackenzie’s Solar & Energy Storage Summit.</p><p>Is she right? And what ... Show More
30m 13s
Sep 2025
How can the grid help AI, and how can AI help the grid? Live from NYU at New York Climate Week, featuring leaders from Nvidia and Amazon | Energy Gang Live from Climate Week
<p>Recorded in front of a packed room at NYU’s Kimmel Center during Climate Week NYC, Ed Crooks and Amy Myers Jaffe moderate a debate on the high-stakes topic of AI and energy. They dig deep into the questions raised by the surge of investment in data centers: what it means for g ... Show More
1h 8m
Jan 2025
3164: Breaking Data Silos: How Hammerspace is Powering AI Storage and Hybrid Cloud
<p>As part of the IT Press Tour in Silicon Valley, I had the opportunity to sit down with David Flynn, CEO of Hammerspace, to explore how the company is redefining the future of enterprise data storage.</p> <p>At a time when AI-driven workloads and hybrid cloud computing are push ... Show More
24m 26s
Jan 2025
The energy analysts' view on what’s ahead in 2025
<p><strong>The trends, challenges and breakthroughs.</strong></p><p>Clean energy in 2025 will face challenges from rising electricity demand, inflation-driven costs, and political pressures. How can these challenges be solved? And what else lies ahead this year?</p><p>To find out ... Show More
51m 35s
Oct 2025
The connected world of energy | Special episode from Wood Mackenzie
<p>Host Ed Crooks talks to Jason Liu, Chief Executive of Wood Mackenzie and co-author (with Chief Analyst Simon Flowers) of a new book, Connected, about the fast-changing world of energy. They are also joined by Sunaina Ocalan, formerly Senior Director for Corporate Strategy & ... Show More
44m 5s
The U.S. storage market is experiencing hockey-stick growth, with multiple gigawatts being installed quarterly. But new policy uncertainties around tariffs and the Inflation Reduction Act are threatening this momentum.
But Jeff Waters, the CEO of Powin, remains optimistic.
"This industry will figure out a way to work with it," says Waters, who brings decad ... Show More
<p>In the latest edition of our Big Debates miniseries, Morgan Stanley Research analysts discuss the factors that will shape the global energy market in 2025 and beyond, and where to look for investment opportunities.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p><stro ... Show More
