A bi-weekly podcast on the global energy transformation. Produced by Wood Mackenzie.
Joined February 2015
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Interchange Recharged is now on YouTube!
Full episodes and bonus clips are now online. All future shows will post in full video, delivering deep dives on clean tech, energy projects and the innovators driving the transition.
Check us out: okt.to/4Eke0x
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Utilities respond to incentives.
If utilities earn more from building infrastructure than optimising it, should we be surprised by the outcomes?
Kay Aikin explains why regulation may be one of the biggest barriers to grid modernisation: okt.to/r1SntO
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What happens if the households with the most flexibility leave the grid first?
Kay Aikin argues that affordability could become one of the defining energy policy challenges of the next decade.
New Interchange Recharged episode: okt.to/SKIpJA
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AI data centres are creating power swings that can shorten battery life through constant cycling.
That is one reason synchronous condensers are returning to grid planning conversations.
New Interchange Recharged with @ABB_Energy: okt.to/ouOrwB
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Interchange Recharged retweeted
May 12
The world has been running on oil buffers since the Strait of Hormuz disruption began.
But buffers run out.
Energy Gang explores what happens if the market needs US$150 to US$200 per barrel to rebalance supply and demand: okt.to/mLE5f4
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One 50 MW turbine down: zero power.
50 MW modular fleet: 48 MW still running.
This is why reliability architecture is changing as demand rises.
Full episode: okt.to/FCgQsf
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Interchange Recharged retweeted
Apr 28
Austin and Atlanta's ride-sharing markets are growing 2x faster than other US cities. Why? Autonomous vehicles.
Counterintuitive data: AV markets see higher human driver earnings, not lower.
@Uber strategy on EVs, AVs & competing with data centres: okt.to/CKGThV
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Hydrogen installed 4 GW of electrolyzers since 2020. Only 2 GW represent real demand.
Next Hydrogen's CEO explains product recalls, what went wrong, and where the industry goes from here.
New Interchange Recharged episode: okt.to/jnabiE
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Interchange Recharged retweeted
“It’s not a tech problem. It’s a design problem.”
Why US VPP participation is stuck below 5% — and what needs to change.
Check out our CEO, @nchaset on the @InterchangeShow 🎧👇
The gap is staggering:
- US virtual power plants: 5% participation
- Octopus Energy UK: 60-70% participation
- The tech isn't the problem. Regulatory design is.
Full episode: okt.to/OJhHLS
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Cleantech costs jump 5x during productization. Revenue stays zero. Investors leave.
Raveel Afzaal from @NextHydrogen explains the commercialization valley of death killing electrolyzer companies.
New episode of Interchange Recharged: okt.to/rUFAvn
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Interchange Recharged retweeted
Apr 14
PJM's capacity prices jumped from $28 to $270. All 13 governors met at the White House. The decision: data centres must pay their own way.
New Energy Gang with Asim Haque from @pjminterconnect and @AmyJaffeenergy breaks down what happens next: okt.to/liICQ6 🧵👇
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Data centres need constant power. Consumers want lower bills. What if both could win?
@nchaset from @OctopusEnergyUS on why paying households to reduce demand beats forcing data centres to ramp down: okt.to/Kg9Gol 🧵👇
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The gap is staggering:
- US virtual power plants: 5% participation
- Octopus Energy UK: 60-70% participation
- The tech isn't the problem. Regulatory design is.
Full episode: okt.to/OJhHLS
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"Why not pay consumers to initiate flexibility in their loads, lower their bills without affecting comfort, and allow the data centre to operate economically? They win, consumers win."
AI demand is surging. Residential flexibility could be the answer.
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"Trump doesn't get to decide when this ends now. The Iranians do. The world of February 27th no longer exists." @samanthaenergy on why markets haven't priced the Iran scenario correctly. New Energy Gang: okt.to/m0DZxX
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80% of US energy was fossil fuels in 1980. Despite massive renewable deployment exceeding projections, it’s still 80% in 2026. New episode with @amoshochstein, @AmyJaffeenergy & @samanthaenergy on why the energy transition is far harder than assumed: okt.to/89hIDv 🧵👇
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We know nuclear works. So why do we build it like it’s a lost technology?
“We built these things. We can build them again, just with modern manufacturing.”
New Interchange Recharged: okt.to/j0lJpF
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Interchange Recharged retweeted
Mar 19
Natural gas prices jumped 56% year on year, yet the pressure on the grid is only intensifying.
In the latest episode, experts unpack the forces shaping the age of electricity & what that means for households, markets & investment.
Explore the discussion: okt.to/h5qpBa
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Interchange Recharged retweeted
Mar 17
Electricity bills up 26%. Household incomes up 23%. And the real pressure on the grid hasn’t even started yet.
New Energy Gang with Ed Crooks, @mclott and @PaulSegal12 (@LSPowerGroup) on what’s straining the system and the solutions being considered: okt.to/AGykev
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No one ever bought a new car expecting to save money and the same is true for new power plants.
Data centers are forcing utilities to build fast and rate pressure is coming. How will the grid handle it?
Listen to the full episode: okt.to/qvRair
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Mar 15
15% of the world’s crude oil and 20% of LNG flow through the Strait of Hormuz and it’s effectively closed. Food prices are soaring and global recession risk rising.
Full episode of Energy Gang breaking down the crisis: okt.to/SJx6An
#energy #straitofhormuz #recession
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