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California's 100% Clean Energy Gambit

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Content provided by Wood Mackenzie. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wood Mackenzie or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

This week: California passes a bill to source 100% clean electricity by 2045. What does that actually mean? And more importantly, how will the target be met?

Then, writing in the New York Times this weekend, journalist Bethany McLean warned about fracking’s financial bubble. Is this a dire warning or a re-hash of old arguments?

We’ll end with a look at battery materials. Sustainability concerns are growing, while markets for lithium, nickel and cobalt fluctuate wildly. Are EVs and stationary storage batteries already shaking things up?

Recommended reading/listening:

  • Political Climate: Taking 100% Clean Energy From ‘Radical’ to ‘Political Reality’
  • New York Times: The Next Financial Crisis Lurks Underground
  • GTM: Battery Markets and Metals Markets Have Officially Collided

The Energy Gang is brought to you by Mission Solar Energy, a solar module manufacturer based in San Antonio, Texas. Mission Solar's high-performance solar panels have the highest testing ratings among any North American manufacturer in the market. Learn more about Mission's high-efficiency modules.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  continue reading

497 episodes

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California's 100% Clean Energy Gambit

The Energy Gang

1,393 subscribers

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Manage episode 216310785 series 1694076
Content provided by Wood Mackenzie. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wood Mackenzie or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

This week: California passes a bill to source 100% clean electricity by 2045. What does that actually mean? And more importantly, how will the target be met?

Then, writing in the New York Times this weekend, journalist Bethany McLean warned about fracking’s financial bubble. Is this a dire warning or a re-hash of old arguments?

We’ll end with a look at battery materials. Sustainability concerns are growing, while markets for lithium, nickel and cobalt fluctuate wildly. Are EVs and stationary storage batteries already shaking things up?

Recommended reading/listening:

  • Political Climate: Taking 100% Clean Energy From ‘Radical’ to ‘Political Reality’
  • New York Times: The Next Financial Crisis Lurks Underground
  • GTM: Battery Markets and Metals Markets Have Officially Collided

The Energy Gang is brought to you by Mission Solar Energy, a solar module manufacturer based in San Antonio, Texas. Mission Solar's high-performance solar panels have the highest testing ratings among any North American manufacturer in the market. Learn more about Mission's high-efficiency modules.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  continue reading

497 episodes

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