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Interchange Recharged

von Wood Mackenzie

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  1. Navigating the world after OB3: implications for innovation and local manufacturing | Sponsored content from Hithium - Recorded Live at the PowerUp Stage at RE+

    Recorded live at RE+, Sylvia Leyva Martinez, Research Director at Wood Mackenzie, hosts Ryan Chen and Neil Bradshaw from Hithium to unpack the true costs of OB3, the constraints on innovation and fire safety as result of the bill, and the f

  2. Gas prices are rising and the demand for renewable energy is growing. How are big players in the green tech industry preparing for the evolving policy around solar energy credits? (Recorded live at RE+ in Las Vegas)

    Despite the US adding 4.3 gigawatts of solar manufacturing capacity in Q2, there were no additions to the upstream components of polysilicon wafer and cell manufacturing. As gas prices continue to rise and the demand for alternative power s

  3. OB3 and market uncertainty has put more pressure than ever on clean energy assets. How are owners and operators getting the most out of their wind, solar and storage? (Recorded Live at RE+ in Las Vegas)

    In a year defined by uncertainty, this RE+ special episode of Interchange Recharged flips the script from “build more” to “get more from what you’ve got.” Sylvia Leyva Martinez, Research Director at Wood Mackenzie, is joined by Alex Bamberg

  4. Forget Net Zero. Everyone’s talking about energy dominance, but is a rebrand really the best thing for climate action? Recorded at RE+ in Las Vegas as the energy industry’s biggest event gets underway, storytelling becomes part of the strategy.

    The policy environment in the US at the moment is challenging, but developers, utilities, and investors are still moving forward with decarbonisation goals and climate action; they’re just talking about it and approaching it in a different

  5. Could your EV power your home? A look at how electric vehicles could be used as two-way charging systems, easing strain on the grid.

    EV growth is moving, but is it moving quickly enough? Wood Mackenzie research projects battery electric vehicles to account for 58% of light vehicle sales globally by 2050. It won’t be until 2045 that EVs surpass ICE vehicles on the roads g

  6. Transferable tax credits for renewable projects has created a $52 billion market | How are clean energy developers making the most of it?

    Way back in 2016, US energy storage capacity had just hit 336MWh, a 100% year-on-year increase. The growth forecast for storage was for 7.3GWh by 2022 – a US$3.3 billion market. It’s just one example of how far we’ve come; the IRA’s tax cre

  7. What’s the forecast for energy projects as the Big Beautiful Bill looms over the industry? Developers and suppliers are adapting to the chaos – but how?

    The uncertainty rippling through the energy industry in the first half of 2025 hasn’t gone away. Utilities, developers, and manufacturers are still grappling with the fallout from the "One Big Beautiful Bill," the Trump administration’s rev

  8. How is geothermal faring in 2025? Investment is booming but is the technology and policy support there?

    Despite uncertainty for US clean energy investors, things are looking good for the geothermal sector. US$1.7 billion in public funding was pumped into geothermal projects in Q1 this year - 85% of 2024's entire annual allocation – as breakth

  9. The oil and gas majors are phasing down their renewable strategies. What does it mean for climate goals?

    In February this year BP announced it was cutting its investment in green energy ventures from $5B to $2B while reallocating $10B to fossil fuels, and abandoning its 2030 oil output reduction target. Shell has also scrapped its planned 20%

  10. The world’s most-used carbon accounting rule is about to get a major overhaul. What does it mean for clean energy buyers?

    The Greenhouse Gas Protocol – the global gold standard for measuring corporate emissions – is under review, and the proposed changes could dramatically reshape how clean energy is bought, sold, and reported. New draft rules are expected by

  11. It’s turbulent times for the wind sector in the US, but the outlook is better across the pond. What can the US learn from Europe?

    Nearly 150 days into President Trump’s second term, the outlook for wind energy in the United States - particularly offshore wind - is increasingly bleak. Trump had pledged to end offshore wind development, and now the House Ways and Means

  12. $8 billion in clean energy projects were cancelled this year. Can the US clean energy market survive tariff uncertainty?

    The US is risking ceding global market share of clean energy to China, permanently. New tariffs, put in place one day then removed the next. Rising costs for everything along the supply chain. The US clean energy sector is navigating one of

  13. What’s the biggest mistake clean energy developers make when chasing tax equity? | Sponsored content from Foss and Company

    Tax equity plays a significant role in clean energy finance, but are developers using it effectively, or are they stumbling over complexities and recent changes? Sylvia Leyva Martinez is joined by Bryen Alperin, Partner and Managing Directo

  14. An energy podcast crossover: Energy Gang and Interchange Recharged join forces to discuss flexibility on the power grid: why it is so important, and how to create it

    They called the film Avengers: Infinity War the most ambitious crossover event in history. We can’t quite make the same claim, but at Wood Mackenzie’s 2025 Solar and Energy Storage Summit, we did record a crossover episode. Sylvia Leyva Mar

  15. In uncertain times, is a greater reliance on battery storage what’s needed? And how can developers better prepare for it? | Recorded live at Wood Mackenzie’s Solar & Energy Storage Summit

    Wood Mackenzie’s 18th Solar and Energy Storage summit is back, in Denver this week. If you can’t make it, don’t worry – we have all the debate and key insight you need to know here on the podcast. Recorded live on day 2 of the summit, host

  16. Solar and energy storage experts debate the current market: what have we seen in the first quarter of 2025?

    Wood Mackenzie’s 18th Solar and Energy Storage summit is back, in Denver this week. If you can’t make it, don’t worry – we have all the debate and key insight you need to know here on the podcast. Recorded live on day 1 of the summit, host

  17. It’s uncertain times in solar and storage. How can we use smarter grid optimisation to give developers some assurance? | Recorded live at SESS 2025

    Over the past couple of years unprecedented low prices for solar panels have spurred incredible growth. But there’s a big shift underway. In this special episode of the show, recorded live from the stage at Wood Mackenzie’s Solar & Energy S

  18. Are current legal frameworks too restrictive for CCUS projects? What permitting and tax credit reform needs to happen to make things easier?

    “If you don't think in 15 years that we're going to value decarbonisation, or if you're worried about the 45Q, it's pretty tough to write that multi-billion dollar cheque,” says Peter Findlay, Director of CCUS Economics at Wood Mackenzie. I

  19. Uncertainty isn’t good for domestic solar manufacturing. How are suppliers and utilities managing it?

    The US is projected to add an additional 26 GW of solar capacity in 2025. Solar has been one of the energy transition’s biggest success stories, but there are dark clouds gathering. Uncertainty is the biggest barrier to deployment at the mo

  20. Is the world giving up on green hydrogen? | Hydrogen energy is having an identity crisis but who’s to blame?

    In 2025, the US will consolidate its position as a blue-focused hydrogen market, driven by policy developments under a second Trump administration. A surge in blue hydrogen investment – with at least three large-scale blue hydrogen projects

  21. The US needs nuclear energy now, more than ever | Are permitting and regulations set up for rapid deployment?

    Former President Biden's final days in office involved signing an US$840 million energy contract with Constellation - a statement of intent for the US’s largest nuclear supplier. Since then, what’s changed with nuclear policy? To find out,

  22. What needs to happen to strengthen climate resilience in the US? | Balancing climate mitigation with adaptation is getting harder and harder

    The fires in Los Angeles of January 2025 were devastating. They were also made about 35% more likely due to climate change. This is true all over the world; a recent study authored by Research Fellow Pierre Masselot at the London School of

  23. Meeting energy demand requires long-term solutions. What do they look like?

    How a major US utility plans for sustainable growth. The US is on track to see over 25% growth in annual clean energy installations this year, despite uncertainty around permitting and grid connections. The new Trump administration threaten

  24. The energy analysts' view on what’s ahead in 2025

    The trends, challenges and breakthroughs. 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? To

  25. Is US solar growth truly unstoppable?

    In conversation with Abigail Hopper Policy changes which will impact US solar – both manufacturing and demand - are on the horizon. To discuss the current state of the solar industry in the wake of the US election, the implications of the I

  26. What does a second Trump term mean for US solar?

    Could the potential repealing of the IRA halt the progress of solar manufacturing? A second Donald Trump presidency will have a big impact on the energy transition. The Biden administration’s landmark climate bill the Inflation Reduction Ac

  27. Can CCUS help achieve net zero?

    The future of carbon capture With global emissions on the rise, the pressure to decarbonise is driving interest in CCUS (carbon capture, utilisations and storage) … but is CCUS a viable path to net zero, a temporary solution or a high-cost

  28. How can we ease stress on the grid?

    Strategic solar for a stronger grid The solar industry is at a turning point, shifting from niche investments to a cornerstone of America’s clean energy future. With renewable energy investment soaring and energy needs intensifying, solar's

  29. How are tariffs and trade policies impacting green energy growth in the US?

    Global investment in renewables is projected to surpass US$2 trillion by 2030, with wind, solar and storage projects leading the way. Syliva Martinez, Principal Analyst at Wood Mackenzie is joined by Ray Long, President and CEO at ACORE (Am

  30. How the energy industry is solving issues with battery safety – part 2

    Part two of our analysis of safety developments for energy storage and batteries. Guest host Sylvia Leyva Martinez, Principal Analyst at Wood Mackenzie, joins us to explore the challenges and solutions to lithium-ion battery safety. In part

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