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Interchange Recharged

von Wood Mackenzie

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Clean tech, green finance and energy innovation are the three lanes on the road to a successful global energy transition. At the intersection of these lanes is a place where ideas on finance, technology and policy are shared and debated. That intersection is Interchange Recharged.
Your host is Sylvia Leyva Martinez, principal analyst and research director at Wood Mackenzie. When Sylvia isn't tracking the technologies and markets driving the build-out of renewable power, she's speaking with visionaries, entrepreneurs, policy-makers and energy analysts to explore the newest developments in renewable technology, explain the ideas on global energy policy that could accelerate the energy transition, and identify new funding and financial models that could solve the biggest challenges we face on the way to net zero.
Sylvia and her guests bring you data and forecasts on clean technology, climate science, and offer predictions on the build out of utility-scale projects and the future of green finance.
What does the surge in data-centre demand mean for the grid, and who pays for it? What's happening in global EV adoption and development? What's the forecast for solar, one of the major success stories of renewable energy in the last ten years? What does the data tell us about the future of hydrogen, of nuclear, or of low-carbon power? These are examples of the insights and detailed analyses you can expect bi-weekly on Tuesdays at 7am ET.
If you like The Energy Transition Show, Catalyst with Shayle Kann, The Big Switch from Columbia University, Open Circuit with Jigar Shah or The Green Blueprint, you’ll enjoy Interchange Recharged.

Want to get involved with the show? Reach out to podcasts@woodmac.com to:
Bring Bridget and Interchange Recharged to your event
Be a guest on the show
Sponsor an episode
Ask a question to Bridget or one of our guests

Check out another leading clean tech global podcast by Wood Mackenzie, Energy Gang, at woodmac.com/podcasts/the-energy-gang
Wood Mackenzie is the leading global data and analytics solutions provider for renewables, energy and natural resources. Learn more about Wood Mackenzie on the official website: woodmac.com

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  1. Re-release: 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 — participatio

  2. Re-release: Fuel cells are powering AI data center demand: they’ve moved from interesting clean tech to major player

    We're looking back at some of our most popular episodes of the year. Here is one from January this year. US data centre announcements are averaging 435MW a month, and there’s around 175GW of large-load capacity already committed or under co

  3. Re-release: Building the plane while it’s flying: data centers, utilities, and the new rules of power

    After more than a decade of flat demand, the US power sector is now facing explosive growth, arriving faster than grids, generation, and transmission can be built. In this episode, Interim host of Interchange Recharged Bridget van Dorsten i

  4. When hydro is no longer enough: Colombia’s race to diversify before the next El Niño

    Colombia’s power system was built around a powerful advantage: abundant hydropower backed by domestic gas, delivering electricity that was relatively cheap, relatively clean, and largely local. But that model is coming under pressure from t

  5. The fastest path to more power: How advanced conductors could unlock grid capacity without new transmission

    The pressure on the power system is no longer theoretical. AI, data centers, electrification, and new industrial load are arriving faster than utilities can build generation and transmission through conventional timelines. One of the least

  6. Speed to power: Why data-center load growth is creating a new opening for C&I solar, storage, and microgrids

    After a decade of flat demand, power markets are being forced to absorb a very different problem: rapid load growth arriving faster than transmission, large-scale generation, and utility interconnection processes can respond. The focus shif

  7. Thorium’s nuclear pitch: Can molten salt reactors cut cost, use waste, and scale faster than conventional designs?

    Electricity demand is rising, capital is tightening, and nuclear is back in the conversation as utilities, governments, and large power users look for firm low-carbon supply. But the central question is not whether advanced nuclear can attr

  8. The inverter security turn: How Europe and the US are redrawing solar procurement around Chinese hardware

    Solar demand remains strong, storage is scaling fast, and inverter technology is becoming more central to how modern power systems actually function. But the conversation around inverters is no longer just about efficiency, bankability, or

  9. Why biomining might finally work: How Endolith is using microbes and data to unlock more copper from low-grade ore

    Copper is moving from background commodity to frontline constraint. Demand is rising fast, high-grade deposits are getting harder to find, and the lead times for bringing new supply online remain brutally long. That matters not just for ren

  10. Bigger turbines, bigger consequences: how wind is rethinking risk, insurance, and predictive maintenance

    Wind remains fundamentally healthy: electricity demand is rising, decarbonised power is still needed, and both Europe and the US continue to pull new projects forward, albeit for different reasons. But the industry’s center of gravity is sh

  11. As racks scale, power must change: The AC-to-DC rethink inside AI factories

    As AI systems scale, the infrastructure challenge is no longer just about chips, models, and software performance. It is increasingly about the physical systems that allow computation to happen at all: power delivery, cooling, water access,

  12. Handing back the mic: Six months of data center reality, from Bragawatts to behind-the-meter, and the questions still open

    A year ago the data centre conversation was about scale. Increasingly it is about what happens when the announcements meet the physical grid. New capacity is being announced at roughly 435 megawatts a month, enough to power a city of 400,00

  13. The grid's missing operating system: Why a $100,000 AI controller could defer trillions in hardware and why utilities won't buy it

    The energy transition conversation focuses on what connects to the grid. Far less attention goes to whether anyone is coordinating what those assets do once connected. AI training runs swing hundreds of megawatts in seconds as GPUs checkpoi

  14. The grid's immune system is retiring: Synchronous condensers, AI data centers and the physics gap that software alone can't close

    As coal and gas plants retire, the energy transition conversation focuses on replacing their generation capacity. What gets far less attention is the loss of the physical properties those machines provided for free: inertia that stabilises

  15. Beyond combustion: Long Island's first hydrogen-powered linear generator and the fuel-flexible answer to the dispatchable emissions-free resource problem

    Utilities are under pressure to deliver generation that is dispatchable, affordable, and clean enough to satisfy increasingly stringent environmental rules, notoriously hard to do in one asset. As renewables grow, the gas turbines and engin

  16. The electrolyzer reckoning: Can disciplined product development deliver on green hydrogen's promise before the survivors run out of runway?

    Empty gigawatt factories, product recalls, participation rates that never materialised, and a policy environment that has now stripped the green premium entirely. The electrolyzer industry has had a brutal few years and most of the companie

  17. 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 — participatio

  18. 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 nobod

  19. 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 size The US went from essentially zero load growth for twenty years to 3% national growth almost overnight. The supply chains, permitting pipelines, engineering work

  20. Is hyperscaler demand finally giving CCS its moment?

    Carbon capture and storage has long been framed as a clean technology that’s forever five years away. Bridget van Dorsten speaks with Tim Vail, CEO of ION Clean Energy, to explore why a surge in AI data-centre demand is reshaping the market

  21. Building the plane while it’s flying: data centers, utilities, and the new rules of power

    After more than a decade of flat demand, the US power sector is now facing explosive growth, arriving faster than grids, generation, and transmission can be built. In this episode, Interim host of Interchange Recharged Bridget van Dorsten i

  22. Fuel cells are powering AI data center demand: they’ve moved from interesting clean tech to major player. How are utilities using them?

    US data centre announcements are averaging 435MW a month, and there’s around 175GW of large-load capacity already committed or under construction. AI hyperscalers are looking for innovative ways to meet their energy demands. It’s one of the

  23. AI, and the battle for energy in 2026. What clean energy sources are going to meet demand?

    AI is changing the energy system faster than almost anything we’ve seen in decades. Interim host, engineer and energy analyst Bridget Van Dorsten is joined by Ed Crooks, host of Energy Gang and Vice-chair of the Americas at Wood Mackenzie,

  24. How are key renewable energies faring at the end of 2025? Guest host and energy analyst Bridget van Dorsten talks through developments in geothermal, hydrogen and wind.

    At the start of the year things were looking uncertain for nascent renewables like hydrogen and geothermal. With policy support from the previous US administration they had boomed with the IRA, then came July 2025 and the Trump administrati

  25. Energy policy, technology, and utility challenges: How industry leaders are overcoming barriers

    Utility-scale clean energy projects in development are still facing connection queues and regulatory barriers. RE+ may be done for 2025, but the debate is still going. Host Sylvia Leyva Martinez, Research Director at Wood Mackenzie, sits do

  26. Will energy storage save the grid? How batteries and the software behind them are reshaping reliability in the age of AI demand

    Electrification is surging, AI data centres are multiplying, and volatility is rising on both sides of the meter. Can storage step in as the flexible backbone the US grid now needs? Host Sylvia Leyva Martinez is joined by Joanna Martin Zieg

  27. From capture to storage: inside the full CCUS value chain | Recorded live at CCUS in Houston

    This special wrap-up episode of Interchange Recharged takes listeners on a fast tour of the entire carbon capture value chain, from industrial emitters and LNG developers to UK transport and storage pioneers. Host Sylvia Leyva Martinez, Res

  28. From policy to possibility: How CCUS is moving from talk to action

    Recorded live on day two of Wood Mackenzie’s CCUS Conference in Houston, this episode of Interchange Recharged explores how carbon capture is advancing from state-level regulation to real-world innovation and global market trends. Host Sylv

  29. Can finance and policy unlock the carbon capture boom? | Recorded live at CCUS in Houston

    This special episode of Interchange Recharged brings together finance, law, and technology leaders shaping the path to commercial carbon capture. Host Sylvia Leyva Martinez explores how capital, regulation, and innovation are converging to

  30. What to do now clean energy subsidies are going? Analysis and insights from clean energy’s biggest North American event

    As RE+ 2025 wrapped up in Las Vegas, the mood across the show floor was one of contradiction: anxiety, anger, optimism, and opportunity all rolled into one. In this episode, Sylvia Leyva Martinez – Research Director and analyst covering glo

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