Ep318: TDK Ventures on Emerging Energy T...

Rob Cirincione of Sunairio explains why traditional weather models miss the extreme events that drive grid risk and how high‑resolution, ensemble‑based forecasting can better predict impacts on power markets. 

Robbie Orvis of Energy Innovation discusses how shifting federal policies, tax credit changes and rising electricity demand shaped renewable energy deployment in 2025 and what those trends may mean for 2026. He also explores expected growth in solar and storage, potential headwin ... Show More

Four project finance industry veterans talk about what to expect this year for tax equity, tax credit sales and debt. The four are Jack Cargas, managing director and head of tax equity origination, Bank of America, Ralph Cho, co-CEO, Apterra Infrastructure Capital, Rubiao Song, m ... Show More

<p>Public and private organizations across the globe are taking action to reach net-zero emissions targets—investing heavily in new technology to build resilient and efficient energy systems. Guests discuss the push for cleaner energy, the tech their teams use to develop cleaner ... Show More

Clean energy investment in the US grew $50 billion last year. With interest rates easing and inflation in decline, the market appears to be well positioned to meet skyrocketing power demand from sources like artificial intelligence and data centers. Yet it’s not all smooth sailin ... Show More

Over the past five years, clean energy company valuations have reached new heights. As the ESG hype cycle ends, inflated public market valuations have given way to industry fundamentals. Increasing energy demand aided by the hype around AI and data centers mean that the world nee ... Show More

<p>Charge when it’s cheap, when energy is abundant, and discharge when the energy is needed.&nbsp;</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

Global energy investment is entering a period of realignment. Tariffs, inflation and geopolitical tensions have disrupted financial models, while a backlash against ESG along with renewed fossil fuel demand, driven partly by AI’s power needs, are redirecting capital flows. At the ... Show More

ARPA-E was modeled after a successful defense research agency called DARPA, which helped create the foundation of the internet. So can the government's energy innovation agency do something equally groundbreaking for clean energy? This week, we'll talk with ARPA-E's director, Dr. ... Show More

<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 &amp; Energy Storage Summit.</p><p>Is she right? And what ... Show More

<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

With demand from AI for energy already exploding, our electric grid is facing a crisis. Base Power CEO and co-founder Zach Dell is ready to re-architect its future from the ground up. Zach sits down with Elad Gil to talk about Base Power’s recent $1 billion fundraise from major i ... Show More

Comment concilier explosion de l’intelligence artificielle et impératif de sobriété carbone ? Julien Villeret, directeur de l’innovation d’EDF, décrypte les enjeux énergétiques colossaux liés aux data centers, infrastructures indispensables au fonctionnement de l’IA.En partenaria ... Show More