Interchange Recharged
Wood Mackenzie
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.While Sylvia Leyva Martinez, principal analyst at Wood Mackenzie, is on maternity leave, Bridget van Dorsten, a principal analyst on Wood Mackenzie's hydrogen team, will be hosting this podcast, Interchange Recharged. When Bridget is not researching global market dynamics to craft near and long-term forecasts for low-carbon hydrogen and its derivatives she is 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.Bridget 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 impacts do the annual UN Conference of the Parties have on decarbonisation goals and climate change? What will COP30 bring? What’s happening in global EV adoption and development? What’s the forecast for solar energy, 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: https://www.woodmac.com/
Episodes
Mentioned books
Oct 10, 2025 • 58min
From policy to possibility: How CCUS is moving from talk to action
Lily Barkau, a groundwater expert from the Wyoming Department of Environmental Quality, discusses how Wyoming became a pioneer in CO₂ storage regulations by fostering local trust and collaboration. Katherine Hough from Gevo highlights innovative links between biogenic CO₂ and sustainable aviation fuel, driving the circular carbon economy forward. Ed Crooks of Wood Mackenzie provides a global perspective on the shifting policy landscape and the role of AI in shaping future CCUS dynamics, emphasizing cautious optimism and the importance of stability in driving investment.
Oct 8, 2025 • 53min
Can finance and policy unlock the carbon capture boom? | Recorded live at CCUS in Houston
Omer Farooq, the Head of Sustainable Asset Finance at Bank of America, discusses financing strategies for CCUS, focusing on the crucial role of policies like 45Q in making projects bankable. Liz McGinley, a Partner at Bracewell LLP, unpacks regulatory hurdles, particularly around permitting and greenhouse gas reporting that impact project timelines. Shahul Hameed from Emerson highlights how oil and gas expertise is essential for CO2 transport and storage, while automation technologies promise to drive down operational costs. Together, they explore a path forward for carbon capture.
Sep 23, 2025 • 29min
What to do now clean energy subsidies are going? Analysis and insights from clean energy’s biggest North American event
In this insightful discussion, Chris Seiple, Vice Chair of Power & Renewables, and Kasim Khan, Senior Analyst at Wood Mackenzie, delve into the complex dynamics of the clean energy landscape post-subsidy shifts. They share firsthand accounts of confusion surrounding new policies and the critical need for compliant supply chains. The conversation highlights the rapid growth of data center demand and innovative utilities exploring interconnection solutions. Storage technologies emerge as game-changers, balancing grid reliability and investor confidence amid uncertainty.
11 snips
Sep 16, 2025 • 24min
Navigating the world after OB3: implications for innovation and local manufacturing | Sponsored content from Hithium - Recorded Live at the PowerUp Stage at RE+
Ryan Chen, Chief of Staff at Hithium, and Neil Bradshaw, Director of Global Applications Engineering, delve into the fallout of recent OB3 policies on the U.S. manufacturing landscape. They discuss how these policies ripple through supply chains, impacting everything from battery production to overall innovation. Ryan reveals Hithium’s bold investments in Texas manufacturing, while Neil highlights the challenges faced by U.S. manufacturers reliant on imports. They also explore AI's role in driving demand for energy storage and the complexities of compliance with ever-evolving safety standards.
Sep 11, 2025 • 40min
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)
Sean Gallagher is the Senior Vice President of Policy at SEIA, leading vital policy work across the U.S., while Steven Munson is a Valuation and Tax Credit Advisor at CohnReznik, specializing in energy infrastructure. They delve into the rising gas prices and the increasing demand for solar energy. The conversation touches on the regulatory challenges facing the solar market, the complexities of tax credits, and how emerging technologies can drive growth. The guests emphasize strategic planning necessary for navigating this evolving landscape.
16 snips
Sep 10, 2025 • 57min
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)
Alex Bamberger, VP of Digital Solutions at RES, emphasizes using advanced data and hardware to optimize renewable energy assets. Kay Aikin, CEO of Dynamic Grid, argues that smarter controls and flexible demand can enhance grid utilization beyond 45%. Anna Astretsova, VP of Finance at GridStor, discusses the financial realities of storage amid rising costs. Amidst uncertainties, the conversation shifts to innovative strategies, early procurement, and performance-based models that can unlock greater efficiency and reliability in the clean energy sector.
Sep 9, 2025 • 16min
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 way. As RE+ (North America’s biggest clean energy event) kicks off, Sylvia Leyva Martinez talks to veteran climate journalist and cleantech investor Molly Wood, about the ways in which the industry is navigating the uncertainty. Molly talks about the outdated forecasts of 1–2% load growth which are being blown apart by real demand increases of up to 30% in some regions, driven by electrification, AI, and data centers. If you can’t make it to the event this year, Interchange Recharged will bring you the key discussions and exclusive insights so you don’t miss out. You’ll hear why traditional load forecasts are being upended by surging demand from AI and data centers, and what that means for project planning and risk management. Despite policy headwinds, the money is still flowing, but in smarter ways: into scalable tech like batteries, grid modernization, and distributed solutions. Investors are refocusing on scalable, commercial-ready technologies like batteries, grid modernization, and distributed energy solutions. And as the narrative shifts from using terms like “net zero” to the more pragmatic “energy dominance,” the conversation explores how storytelling shapes strategy, and why hyperscalers like Google and Amazon may even build their own small modular reactors or power islands to secure the future of energy.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
20 snips
Aug 26, 2025 • 42min
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.
Aseem Kapur, head of GM Energy's product portfolio, discusses the transformative potential of electric vehicles. He highlights how EVs can act as mobile power sources for homes and stabilize the grid through innovative two-way charging systems. The conversation covers the importance of interoperability, customer trust, and incentives to drive EV adoption. Kapur also addresses concerns around battery health and the feasibility of a unified system across various utilities, revealing how shifting perceptions can make EVs more appealing as energy assets.
26 snips
Aug 12, 2025 • 47min
Transferable tax credits for renewable projects has created a $52 billion market | How are clean energy developers making the most of it?
Alfred Johnson, CEO of Crux—an innovative capital markets platform—dives into the booming market of transferable tax credits for renewable energy. He discusses how these credits have created a staggering $52 billion market, facilitating financing for projects that previously faced hurdles. Johnson and analyst Sylvia Leyva Martinez analyze the evolution of tax incentives, the impact of legislation on investment strategies, and how developers can adapt to navigating regulatory shifts while maximizing opportunities in clean energy finance.
Jul 29, 2025 • 39min
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 reversal of parts of the Inflation Reduction Act, and the evolving tangle of trade tariffs.Sylvia Leyva Martinez, host and principal analyst at Wood Mackenzie, is joined by her colleague Kelsey Coffman, Vice President of Supply Chain Consulting at Wood Mackenzie, to analyse how clean energy producers and buyers are adapting to the changes.The cost of batteries and solar panels is skyrocketing; tariffs as high as 145% are disrupting billion-dollar projects. How did we get here? And what can be done? Plus, changing definitions of “foreign entities of concern” – the new rules could kill access to tax credits if suppliers have indirect links to China. Sylvia and Kelsey debate the best path through the FEOC minefield. And how big have the risks of project delays and cancelled investments got? There’s been an emergence of stockpiling strategies, but even US-based manufacturers aren’t safe. If you're in clean energy, finance, procurement, or just trying to make sense of US decarbonisation strategy, Sylvia and Kelsey are here to help you understand what’s changing, what’s at stake, and what you can do to stay ahead.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
