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Credit Forecast Podcasts
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. Sylvia Leyva Martinez, principal analyst at Wood Mackenzie, invites visionaries, entrepreneurs, policy-makers and energy analysts to explore the newest developments in renewable technology, explain the ideas on glo ...
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The Solomon Success podcast is dedicated to the timeless wisdom of King Solomon and the Book of Proverbs in order to maximize one’s business and life. To our advantage, we can find King Solomon’s financial strategies in addition to many life philosophies documented in biblical scriptures. Focusing on these enduring fundamentals of success allows us to bypass the “get-rich-quick” schemes that cause many to stumble on their journey toward success. Our concern is not only spiritual in nature, b ...
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Scaling Carbon Capture for Hard-to-abate sectors: Danielle Rapson of Mantel
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40:07Danielle Rapson, HBS alum and Co-founder and COO of Mantel, joins Climate Rising to explain how her company is developing a novel molten-based carbon capture system for hard-to-abate industrial sectors. Danielle shares the story of how Mantel spun out of an MIT lab, what sets its technology apart from existing amine-based carbon capture, and why th…
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What to do now clean energy subsidies are going? Analysis and insights from clean energy’s biggest North American event
29:34
29:34
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29:34As 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 global solar markets - sits down with Chris Seiple, Vice Chair of Power & Renewables, and Kasim Khan, Senior Anal…
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Building Climate-Resilient Farming with Robotics: Eric Adamson of Oishii and Tortuga
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43:41Eric Adamson, Robotics Executive at Oishii and co-founder of Tortuga AgTech, joins Climate Rising to share how automation and AI are transforming fruit farming. Eric explains how his team designed a strawberry-harvesting robot capable of operating in outdoor tunnels and vertical farms, bringing operational efficiency, labor savings, and climate res…
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Navigating the world after OB3: implications for innovation and local manufacturing | Sponsored content from Hithium - Recorded Live at the PowerUp Stage at RE+
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24:29Recorded 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 future possibilities for AIDC. Neil Bradshaw is Director of Global Applications Engineering, and takes the view…
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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 ...
39:46
39:46
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39:46Despite 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 supplies grows, get a detailed look at what big names in energy are doing to get over the hurdles. On her secon…
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Microsoft ’s Climate Strategy and Its Carbon Removal Deal with Chestnut Carbon
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44:34Microsoft’s Brian Marrs, Senior Director of Energy and Carbon Removal, and Chestnut Carbon CFO Greg Adams share their perspectives as a major buyer and developer of carbon removal credits. Their 2025 deal is one of the largest carbon removal deals in the U.S. and seeks to deliver 7 million tons of nature-based carbon credits over 25 years. Brian ex…
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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 ...
56:58
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56:58In 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 Bamberger, VP of Digital Solutions at RES, to look at how owners are squeezing extra megawatt-hours from operating wi…
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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 ...
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15:36The 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 cli…
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Reducing Household Emissions with Dishwashing Innovation: A Conversation with P&G ’ s Ashley Fill
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48:02Ashley Fill, Global Director of Sustainability at P&G Home Care joins Climate Rising to discuss how consumer behavior and innovative technologies can reduce household carbon and water footprints. Ashley shares how life cycle assessments reveal that 87% of the emissions in P&G’s Home Care portfolio come from product use, particularly dishwashing. Sh…
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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.
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42:28EV 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 globally. So how can consumers be incentivized to get an EV? Manufacturers are addressing concerns around range…
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AI for Climate Resilient Food Systems with ClimateAi’s Himanshu Gupta
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46:16ClimateAi co-founder and CEO Himanshu Gupta explains how hiscompany uses machine learning to forecast extreme weather and help businesses adapt to climate volatility. Himanshu shares his journey from rural India to co-founding ClimateAi while he was an MBA student. He describes how ClimateAi's "biophysics-driven AI" combines limited weather and cro…
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Transferable tax credits for renewable projects has created a $52 billion market | How are clean energy developers making the most of it?
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46:57Way 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 credits and incentives created a bullish environment for developers, and the renewable project pipeline grew and …
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Designing for Resilience: with Alex Berkowitz of Coastal Protection Services
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38:10This episode is another in our series on Climate Resilience featuringAlex Berkowitz, Founder and CEO of Coastal Protection Solutions (CPS), astartup developing nearshore infrastructure that reduces wave energy and enhances climate resilience. Alex shares how her personal experience with Hurricane Sandy in her hometown of Rockaway Beach led to the c…
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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?
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39:04The 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…
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Investing in Climate Resilience and Poverty Alleviation: Acumen Founder & CEO Jacqueline Novogratz
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57:24In this Climate Rising episode in our series on climate resilience, Jacqueline Novogratz, Founder and CEO of Acumen shares how impact investing is agriculture is helping smallholder farmers build climate resilience. Jacqueline shares insights from two decades of investing in poverty alleviation that includes climate resilience and adaptation social…
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How is geothermal faring in 2025? Investment is booming but is the technology and policy support there?
37:05
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37:05Despite 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 breakthrough technologies promise to transform untapped resources into commercially viable clean energy projects. Enh…
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Forecasting Climate Risk with Geospatial AI: Sarah Russell of X , the Moonshot Factory at Alphabet
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35:09This episode, part of the Climate Rising series on climate resilience, features Sarah Russell, General Manager of Project Bellwether at X, The Moonshot Factory at Alphabet (formerly Google X). Sarah shares how geospatial data and artificial intelligence can help communities and businesses anticipate and respond to climate risks. Sarah shares insigh…
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The oil and gas majors are phasing down their renewable strategies. What does it mean for climate goals?
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41:32In 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% carbon reduction cut for 2030. It’s not a good display of intent from the perspective of the energy transition…
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Closing the Loop by Recycling Apparel: Reju CEO Patrik Frisk
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43:43Patrik Frisk, CEO of ReJu, joins Climate Rising to discuss his company’s mission to recycle textile waste and build circular supply chains for apparel made of polyester fabric. Patrik brings his prior experience leading Under Armour and other global brands across the textile and footwear industry for over 35 years. Patrik describes how ReJu turns d…
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The world’s most-used carbon accounting rule is about to get a major overhaul. What does it mean for clean energy buyers?
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34:36The 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 the end of the year. What changes could we see? And how will they impact the energy transition? To find out, S…
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Extending Apparel Lifespan: ThredUp CEO James Reinhart
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38:02James Reinhart, CEO of ThredUp, one of the largest online resale platforms for secondhand clothing. James co-founded the company while he was a Masters’ student at Harvard and has spent the last 15 years scaling a national logistics and digital infrastructure platform for resale. In this episode James describes why the company decided to handle phy…
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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?
41:49
41:49
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41:49Nearly 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 Committee is proposing a phase-out of tax credits for renewables by 2031 - a move that would severely impact a…
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Designing for Circularity at Scale: A Conversation with Karen Pflug of Ingka Group
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46:27In the latest episode of Climate Rising from Harvard Business School, Karen Pflug, Chief Sustainability Officer of Ingka Group (IKEA), shares how IKEA is embedding circularity throughout its business model. She discusses how IKEA is redesigning iconic products like the Billy bookcase to make them easier to disassemble and repair, how secondhand ret…
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$8 billion in clean energy projects were cancelled this year. Can the US clean energy market survive tariff uncertainty?
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43:59The 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 its most unpredictable phases yet. From solar to storage, how are developers and policymakers reacting to ren…
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What’s the biggest mistake clean energy developers make when chasing tax equity? | Sponsored content from Foss and Company
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30:40Tax 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 Director at Foss and Company, a leading firm in renewable energy investment, to debate it. They explore how tax credi…
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Advancing the Circular Economy: A Conversation with Lauren Rodriguez of Closed Loop Partners
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41:45Lauren Rodriguez, who leads partnerships at Circular Services, a Closed Loop Partners company, joins host Mike Toffel to discuss building the infrastructure and investment models needed to scale the circular economy. Lauren explains how Closed Loop Partners supports the transition from a linear to a circular economy through capital management, inno…
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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
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39:29They 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 Martinez, Wood Mackenz’s principal analyst for solar power and host of Interchange Recharged, is joined by Ed Cro…
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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
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36:44Wood 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 Sylvia Leyva Martinez talks to key industry leaders in solar and storage to answer these questions: What’s bes…
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Solar and energy storage experts debate the current market: what have we seen in the first quarter of 2025?
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50:04Wood 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 Sylvia Leyva Martinez talks to four industry leaders in solar and storage to answer these questions: Can the U…
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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
28:27
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28:27Over 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 Storage Summit 2025, host Sylvia Leyva Martinez, Principal Analyst at Wood Mackenzie, sits down with Ben Sigrin…
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Scaling Reuse with Vytal: A Circular Economy Conversation with CEO Fabian Barthel
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44:49Fabian Barthel, Co-Founder of Vytal, a circular economy packaging-as-a-service startup, joins host Mike Toffel to explore the innovation, behavioral science, and regulations shaping the market for reusable containers for take-out food and beverages. Fabian shares how Vytal is tackling packaging waste by building a reusable container system for rest…
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Carbon Credit Ratings and Market Integrity: A Conversation on the Calyx Global Case
41:21
41:21
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41:21In this bonus episode of Climate Rising, we share an episode from Harvard Business School’s Cold Call podcast, featuring HBS professor Mike Toffel and Duncan van Bergen, Co-Founder of Calyx Global. The discussion focuses on Mike’s recent HBS case study, Calyx Global: Rating Carbon Credits, which explores how the company is helping improve transpare…
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Are current legal frameworks too restrictive for CCUS projects? What permitting and tax credit reform needs to happen to make things easier?
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46:38“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. In this week’s Interchange Recharged, Peter sits down again with host Sylvia Leyva Martinez to look at the chal…
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Investing in Carbon Markets: A Conversation with Luke Leslie of Key Carbon
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41:26Luke Leslie, Co-Founder and CEO of Key Carbon, joins Climate Rising as part of our series on voluntary carbon markets. Luke has spent over 20 years in carbon markets and finance, working in investment banking, private equity, and structured finance. Luke explains how Key Carbon is financing high-integrity carbon projects and how new overlaps betwee…
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Uncertainty isn’t good for domestic solar manufacturing. How are suppliers and utilities managing it?
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21:47The 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 moment: there’s potential changes coming with federal tax credits and trade policies (some of which are already …
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Navigating Carbon Markets: A Conversation with Alexia Kelly of High Tide Foundation
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56:17Alexia Kelly, Managing Director of the Carbon Policy and Markets Initiative (CPMI) at theHigh Tide Foundation, joins host Mike Toffel for the fifth episode in our series on voluntarycarbon markets. Alexia has worked for nearly two decades atthe intersection of carbonmarkets, policy, and finance, with roles spanning government, private industry, and…
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Is the world giving up on green hydrogen? | Hydrogen energy is having an identity crisis but who’s to blame?
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32:21In 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 reaching FID – will see the US emerge as the world's leading blue hydrogen producer. So what about the much-h…
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Enhancing Integrity Standards in Carbon Markets: A Conversation with Amy Merrill of ICVCM
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40:29Amy Merrill, CEO of the Integrity Council for the Voluntary Carbon Market (ICVCM) joins host Mike Toffel in this fourth episode of the Climate Rising series on voluntary carbon markets. Amy has extensive experience in carbon markets, including leading negotiations on Article 6 of the Paris Agreement and advising on global carbon finance. Amy explai…
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The US needs nuclear energy now, more than ever | Are permitting and regulations set up for rapid deployment?
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40:12Former 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, host Sylvia Leyva Martinez – a principal analyst at Wood Mackenzie – welcomes Maria Korsnick, President and CE…
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Strengthening Carbon Claims via the Voluntary Carbon Markets Integrity Initiative (VCMI): A Conversation with Mark Kenber
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52:30This episode, the third in our series on Voluntary Carbon Markets, features Mark Kenber, Executive Director of the Voluntary Carbon Markets Integrity Initiative (VCMI). Mark has worked in carbon markets and climate finance for nearly three decades, with experience at organizations like WWF, The Climate Group, and Fundación Natura in Ecuador. Mark d…
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What needs to happen to strengthen climate resilience in the US? | Balancing climate mitigation with adaptation is getting harder and harder
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42:33The 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 Hygiene and Tropical Medicine found that rising temperatures could kill an extra 2.3 million people in Europe …
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Meeting energy demand requires long-term solutions. What do they look like?
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40:05How 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 threatens much clean energy legislation, so how can the industry plan ahead? Annual clean energy installations are set…
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The Potential and Challenges of the Voluntary Carbon Market
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54:59Our second episode on the voluntary carbon market is a bonus episode of a panel discussion recorded at Harvard Climate Action Week in 2024. Harvard Kennedy School Professor Joe Aldy moderates this discussion with Nat Keohane from the Center for Climate and Energy Solutions, Donna Lee from Calyx Global, UC San Diego Professor David Victor, and Carol…
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Building Integrity in Carbon Markets: A Conversation with Jennifer Jenkins of Rubicon Carbon
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45:18Dr. Jennifer Jenkins, Chief Science Officer at Rubicon Carbon, joins our host Mike to talk about the critical role of voluntary carbon markets in achieving net-zero goals. Dr. Jenkins shares insights on how Rubicon Carbon is advancing the integrity and scalability of carbon credit through tools like the Rubicon Carbon Integrity Framework (RCIF). Th…
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The energy analysts' view on what’s ahead in 2025
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51:35The 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 find out, host Sylvia Leyva Martinez, principal analyst at Wood Mackenzie, sits down with fellow analysts Chri…
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Accelerating Battery Innovation with AI: A Conversation with Argonne’s Logan Ward
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45:47Logan Ward, Deputy Scientist at Argonne National Laboratory, joins host Mike Toffel to discuss how AI is transforming the discovery process for new materials in grid-scale batteries. Logan explains Argonne’s research on improving energy storage solutions, why AI plays a critical role, and the partnerships between national labs and the industry. He …
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Using AI and Satellite Data to Transform Agriculture: A Conversation with Alyssa Whitcraft
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51:14Dr. Alyssa Whitcraft is a professor at University of Maryland and a leading expert in agricultural remote sensing and climate adaptation. Dr. Whitcraft discusses her journey from co-founding NASA Harvest, a global program addressing food security with satellite data, to leading NASA Acres, which focuses on U.S. agriculture. She explains how AI and …
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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 Inflation Reduction Act (IRA), potential changes to tax credits, and the impact of tariffs and energy demand on…
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Using AI to Fight Wildfires: How Dryad Networks is Scaling Climate Technology
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43:35Carsten Brinkschulte is the CEO of Dryad, a company that leverages AI to detect wildfires early and prevent catastrophic damage. Carsten shares his journey from a telecom entrepreneur to climate tech innovator, explaining how Dryad’s solar-powered sensors and mesh networks detect wildfires at their inception and transmit real-time alerts to their c…
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What does a second Trump term mean for US solar?
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32:50Could 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 Act had incentives for domestic solar manufacturing and installations. Tearing up the act could slow down the ex…
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