
Author:
Subscribed: 0Played: 0Subscribe
Share
Description
Episodes
Reverse
Landfills, dairy farms and wastewater plants all emit methane, the potent greenhouse gas produced when organic material decomposes in the absence of oxygen.
But instead of emitting that methane (often called biomethane or waste methane), it’s possible to capture and refine it, resulting in renewable natural gas, or RNG. Capturing methane that would have been emitted anyway (something that’s still up for debate) creates RNG that’s carbon neutral or carbon negative. And using that RNG to displace fossil-fuel derived natural gas can cut overall emissions.
Big players in energy are betting big on RNG. Last fall BP acquired RNG producer Archaea for $4.1 billion, Shell bought Nature Energy for $2 billion and NextEra purchased $1.1 billion in RNG assets from Energy Power Partners.
So what’s behind this recent flurry of activity? And to what extent could RNG actually offset carbon emissions?
In this episode, Shayle talks to Brandon Moffatt, cofounder of Stormfisher, an RNG and hydrogen producer.
They cover topics like:
RNG feedstocks like dairy farms, wastewater treatment plants, and landfills
How much waste methane is available for RNG
How different feedstocks determine RNG’s carbon intensity
Government subsidies like the Low Carbon Fuel Standard (LCFS) and Renewable Identification Numbers (RINs)
Recommended Resources:
Environmental Research Letters: At scale, renewable natural gas systems could be climate intensive: the influence of methane feedstock and leakage rates
Bloomberg: The Gas Industry’s Survival Plan: Make Fuel From Cow Poop
Vox: The false promise of “renewable natural gas”
CBC: Renewable natural gas could help slow climate change, but by how much?
Catalyst is a co-production of Post Script Media and Canary Media.
Catalyst is supported by Antenna Group. For 25 years, Antenna has partnered with leading clean-economy innovators to build their brands and accelerate business growth. If you're a startup, investor, enterprise, or innovation ecosystem that's creating positive change, Antenna is ready to power your impact. Visit antennagroup.com to learn more.
Catalyst is supported by EnergyHub. The company’s platform lets consumers turn their smart thermostats, EVs, batteries, water heaters, and other products into virtual power plants that keep the grid stable and enable higher penetration of solar and wind power. And they are hiring! Learn more and see open roles at energyhub.com/catalyst
Catalyst is brought to you by Sealed: The experts in home weatherization and electrification upgrades. Sealed is leading the way, with over a decade of experience being accountable to homeowners because they only get paid based on actual energy reductions. Visit Sealed.com/measuredsavings to learn more.
Nitrous oxide or N2O is the third largest source of GHG emissions behind carbon dioxide and methane. Also known as laughing gas, it’s long-lived like carbon dioxide and incredibly potent like methane. And it accounts for about 6% of global warming.
So where does it come from? And what do we do about it?
In this episode, Shayle talks to Eric Davidson, professor at the University of Maryland Center for Environmental Science, and principal scientist at Spark Climate Solutions. Eric studies the surprising source of nitrous oxide: bacteria in the soil. Eric and Shayle talk about topics like:
How the application of nitrogen fertilizer causes more emissions than the production of fertilizer itself
The challenging economics of agriculture that cause farmers to over-apply fertilizer
How precise and timely application of fertilizer could cut emissions
New livestock feed additives that could replace the N2O-intensive crops in animal feed
New crops that require less fertilizer
Recommended Resources:
Nature Climate Change: Improving the social cost of nitrous oxide
The Conversation: New research: nitrous oxide emissions 300 times more powerful than CO₂ are jeopardizing Earth’s future
Nature: A comprehensive quantification of global nitrous oxide sources and sinks
Come watch a live episode of The Carbon Copy! Canary Media and Post Script Media are hosting a live event at Greentown Labs in Somerville, Mass. on April 6. We’ll record a live episode of The Carbon Copy with some very special guests. Get your tickets today.
Catalyst is a co-production of Post Script Media and Canary Media.
Catalyst is supported by Antenna Group. For 25 years, Antenna has partnered with leading clean-economy innovators to build their brands and accelerate business growth. If you're a startup, investor, enterprise, or innovation ecosystem that's creating positive change, Antenna is ready to power your impact. Visit antennagroup.com to learn more.
Catalyst is supported by EnergyHub. The company’s platform lets consumers turn their smart thermostats, EVs, batteries, water heaters, and other products into virtual power plants that keep the grid stable and enable higher penetration of solar and wind power. And they are hiring! Learn more and see open roles at energyhub.com/catalyst
Catalyst is brought to you by Sealed: The experts in home weatherization and electrification upgrades. Sealed is leading the way, with over a decade of experience being accountable to homeowners because they only get paid based on actual energy reductions. Visit Sealed.com/measuredsavings to learn more.
Come watch a live episode of The Carbon Copy! Canary Media and Post Script Media are hosting a live event at Greentown Labs in Somerville, Ma. on April 6. record a live episode of The Carbon Copy with some very special guests. Get your tickets today.
We’re bringing you a special crossover episode this week from Catalyst’s sister podcast, The Carbon Copy. I host the show and we did an episode recently about this urgent climate tech problem: America’s shortage of electricians.
To decarbonize the economy, we need to electrify everything. That means installing millions of heat pumps, EV chargers, electric water heaters and rooftop solar panels.
But there’s one big problem: finding enough electricians to make it happen. Electricians across the country are flooded with work — and just as demand is skyrocketing, many in the field are nearing retirement age.
This week, in a special collaboration with Grist, reporter Emily Pontecorvo discusses where to find all the electricians we need to electrify everything and how we can train enough new entrants to the field to meet our climate goals. Read Emily’s feature article.
Transcript available here.
Recommended Resources:
Canary: We need a lot more electricians if we’re going to electrify everything
Canary: How to get contractors on board with heat pumps and electrification
Canary: US climate law to spur thousands of new jobs in every state
Catalyst is a co-production of Post Script Media and Canary Media.
Catalyst is supported by Antenna Group. For 25 years, Antenna has partnered with leading clean-economy innovators to build their brands and accelerate business growth. If you're a startup, investor, enterprise, or innovation ecosystem that's creating positive change, Antenna is ready to power your impact. Visit antennagroup.com to learn more.
Catalyst is supported by EnergyHub. The company’s platform lets consumers turn their smart thermostats, EVs, batteries, water heaters, and other products into virtual power plants that keep the grid stable and enable higher penetration of solar and wind power. And they are hiring! Learn more and see open roles at energyhub.com/catalyst
Catalyst is brought to you by Sealed: The experts in home weatherization and electrification upgrades. Sealed is leading the way, with over a decade of experience being accountable to homeowners because they only get paid based on actual energy reductions. Visit Sealed.com/measuredsavings to learn more.
Last year’s surge in oil prices brought record windfall profits for oil majors, and a boon for investors. But historic trends don’t favor fossil fuels.
From 2010 to 2020, the oil & gas sector underperformed the broader S&P 500 index. The sector gained 6% over that period, while the benchmark S&P index grew 180%. Some called it a "lost decade" for fossil fuel investors.
“If anything, oil's been a drag,” says Zach Stein, the co-founder and CEO of Carbon Collective, a company building climate-focused portfolios for investors and employer 401(k) plans.
The recent surge for the oil and gas sector shows how fundamental fossil fuels are for today's economy. But looking forward, oil is facing the most significant competition it has ever seen, thanks to electrification and clean energy.
That view of the long-term threat to fossil fuels drove Zach to co-found Carbon Collective – with a mission to build funds around industries that will deliver strong returns in a climate-constrained world.
In this episode, produced with Carbon Collective, Zach Stein talks with Stephen Lacey about trends in sustainable investing – how to define the category, identify good investments, and separate it from the confusing world of ESG.
If you want to invest sustainably – at work or individually – you can learn more at carboncollective.co. There, you can see how the portfolios are built and read more about the company's theory of change.
Come watch a live episode of The Carbon Copy! Canary Media and Post Script Media are hosting a live event at Greentown Labs in Somerville, Massachusetts on April 6 with some very special guests. Get your tickets today.
We had so much to cover in Nat Bullard’s monster climate trends deck that we’re back for another episode. Haven’t heard the first part yet? Listen here.
Nat was the chief content officer at BloombergNEF until last year. He is now a senior contributor at BNEF and Bloomberg Green as well as a venture partner at Voyager Ventures.
Shayle and Nat dig into topics like:
EVs. From 2017 to 2022, internal combustion engine car sales globally declined by nearly a third. Yet EV sales are on the rise. Will growth in EVs stave off the decline of passenger vehicle sales?
Onshoring of supply chains. Companies have announced plans to bring manufacturing facilities to the U.S. or nearby countries. In the EV value chain alone, there were $70 billion worth of announcements in 2022. Will this onshoring trend have lasting power?
The three ages of decarbonization. First came renewable energy, then the energy transition, and starting in 2019, the net zero age. It builds on everything we did before, but now with a focus on molecules, calories, industry, and pressure on the boardroom.
Plus: What we can do with old coal sites and the types of projects that tend to have cost overruns.
For a full transcript, click here
Recommended resources:
Nathaniel Bullard: Decarbonization: The long view, trends and transience, net zero
Catalyst is a co-production of Post Script Media and Canary Media.
Catalyst is supported by Antenna Group. For 25 years, Antenna has partnered with leading clean-economy innovators to build their brands and accelerate business growth. If you're a startup, investor, enterprise, or innovation ecosystem that's creating positive change, Antenna is ready to power your impact. Visit antennagroup.com to learn more.
Catalyst is supported by EnergyHub. The company’s platform lets consumers turn their smart thermostats, EVs, batteries, water heaters, and other products into virtual power plants that keep the grid stable and enable higher penetration of solar and wind power. And they are hiring! Learn more and see open roles at energyhub.com/catalyst
Catalyst is brought to you by Sealed: The experts in home weatherization and electrification upgrades. Sealed is leading the way, with over a decade of experience being accountable to homeowners because they only get paid based on actual energy reductions. Visit Sealed.com/measuredsavings to learn more.
It’s the first year of what we hope is an annual event: Nat Bullard has released his first climate trends report. He was the chief content officer at BloombergNEF until last year, and now is a senior contributor at BNEF and Bloomberg Green. He’s also a venture partner at Voyager Ventures.
There’s so much in this 141-slide deck that we’ve split the conversation into two episodes. In this first part, Shayle and Nat dig into topics like:
Land use. For example: we grow 40% of the U.S. corn to offset 10% of U.S. motor gas demand. Also, despite a growing world population, land used for agriculture globally has been shrinking. What do these trends mean for alternative proteins and sustainable aviation fuels?
ESG. In 2022, there were more anti-ESG than pro-ESG regulatory developments. And while ESG fund flows were positive last year, they’re still only a fraction of their peak in 2021. Where is ESG investment heading and should we even be putting environmental, social and governance criteria in the same bucket?
Batteries. Battery costs rose in 2022, but battery system costs rose faster. And yet there’s still rising demand for utility-scale batteries. Meanwhile, the top ten battery manufacturers of 2022 were in Asia. What do these trends mean for the battery market and manufacturing supply chains?
For a full transcript, click here
Recommended resources:
Nathaniel Bullard: Decarbonization: The long view, trends and transience, net zero
Catalyst: Climatetech’s surprising bottleneck: Land access
Catalyst is a co-production of Post Script Media and Canary Media.
Catalyst is supported by Antenna Group. For 25 years, Antenna has partnered with leading clean-economy innovators to build their brands and accelerate business growth. If you're a startup, investor, enterprise, or innovation ecosystem that's creating positive change, Antenna is ready to power your impact. Visit antennagroup.com to learn more.
Catalyst is supported by EnergyHub. The company’s platform lets consumers turn their smart thermostats, EVs, batteries, water heaters, and other products into virtual power plants that keep the grid stable and enable higher penetration of solar and wind power. And they are hiring! Learn more and see open roles at energyhub.com/catalyst
Catalyst is brought to you by Sealed: The experts in home weatherization and electrification upgrades. Sealed is leading the way, with over a decade of experience being accountable to homeowners because they only get paid based on actual energy reductions. Visit Sealed.com/measuredsavings to learn more.
Recent announcements in the world of nuclear power might make you think that new nuclear technologies are close to deployment in North America. But look closely and you’ll find that progress is actually painfully slow, weighed down by regulatory challenges.
Today’s guest argues that all those rules and regulations need to be overhauled.In this episode, Shayle talks to Bret Kugelmass, CEO and founder of nuclear reactor developer Last Energy. He’s also the host of the podcast Titans of Nuclear. They cover topics like:
Small modular vs micro vs traditional reactors
The state of SMR and nuclear development in North America
Why utilities are disincentivized to build nuclear
Places that are currently seeing a lot of construction, like China and Poland
Building with existing components vs developing new designs
The U.S. Nuclear Regulatory Commission’s certification and licensing process
Overhauling the bureaucracy and the institutional design of the Commission itself
Click here for a full transcript.
Recommended Resources:
Catalyst: Will advanced reactors solve nuclear’s problems?
Canary: Small modular nuclear reactors: The race is on to actually build them
Canary: A small modular nuclear reactor just got U.S. approval — a big milestone
Catalyst is a co-production of Post Script Media and Canary Media.
Catalyst is supported by Antenna Group. For 25 years, Antenna has partnered with leading clean-economy innovators to build their brands and accelerate business growth. If you're a startup, investor, enterprise, or innovation ecosystem that's creating positive change, Antenna is ready to power your impact. Visit antennagroup.com to learn more.
Catalyst is supported by EnergyHub. The company’s platform lets consumers turn their smart thermostats, EVs, batteries, water heaters, and other products into virtual power plants that keep the grid stable and enable higher penetration of solar and wind power. And they are hiring! Learn more and see open roles at energyhub.com/catalyst
Catalyst is brought to you by Sealed: The experts in home weatherization and electrification upgrades. Sealed is leading the way, with over a decade of experience being accountable to homeowners because they only get paid based on actual energy reductions. Visit Sealed.com/measuredsavings to learn more.
Recent research has raised questions about the global-warming impact of uncombusted hydrogen. When it leaks from storage, pipes and other infrastructure into the atmosphere, new studies suggest hydrogen absorbs more heat than previously understood. And, perhaps more importantly, it extends the atmospheric life of methane, a potent greenhouse gas.
Proponents argue that hydrogen is a critical climate solution. “Green” hydrogen, for example, is made with zero-carbon electricity, effectively turning things like solar and wind energy into a storable fuel that can replace natural gas in many end uses. But could hydrogen’s warming impacts outweigh its advantages?
That depends on your assumptions about how and where we use it.
In this episode, Shayle talks to Thomas Koch Blank, senior principal at RMI, where he leads the organization’s Breakthrough Technology Program. Shayle and Thomas examine the new research and discuss topics like:
Where we will use hydrogen and varying risks of leakage in those applications
Poor applications for hydrogen, like turning “blue” hydrogen derived from steam methane reforming into synfuel
Estimated leakage rates and the incentives for hydrogen producers to build low-leakage systems
Hydrogen’s total warming impact, factoring in how much natural gas it could replace
How natural gas and hydrogen compare kilogram for kilogram or megajoule for megajoule
The time horizon we should use to evaluate the global warming potential of hydrogen
Hydrogen leakage measurement, verification, and safety
Recommended Resources:
Environmental Defense Fund: Emissions of Hydrogen Could Undermine Its Climate Benefits; Warming Effects Are Two to Six Times Higher Than Previously Thought
RMI: Hydrogen Reality Check #1: Hydrogen Is Not a Significant Warming Risk
Columbia University’s SIPA Center on Global Energy Policy: Hydrogen Leakage: A Potential Risk for the Hydrogen Economy
Click here for a full transcript.
Catalyst is a co-production of Post Script Media and Canary Media.
Catalyst is supported by Antenna Group. For 25 years, Antenna has partnered with leading clean-economy innovators to build their brands and accelerate business growth. If you're a startup, investor, enterprise, or innovation ecosystem that's creating positive change, Antenna is ready to power your impact. Visit antennagroup.com to learn more.
Catalyst is supported by EnergyHub. The company’s platform lets consumers turn their smart thermostats, EVs, batteries, water heaters, and other products into virtual power plants that keep the grid stable and enable higher penetration of solar and wind power. And they are hiring! Learn more and see open roles at energyhub.com/catalyst
Catalyst is brought to you by Sealed: The experts in home weatherization and electrification upgrades. Sealed is leading the way, with over a decade of experience being accountable to homeowners because they only get paid based on actual energy reductions. Visit Sealed.com/measuredsavings to learn more.
It’s that time of year when we reach into our listener mailbag and answer your questions. And you had some good ones. In this episode, Shayle once again hands the mic to guest host Sarah Golden, VP of energy at GreenBiz Sarah Golden. Together they cover things like:
The role of biology in creating fossil-fuel-free materials
Whether the marginal cost of electricity is heading toward zero
Solving the dilemma of financing first-of-a-kind projects
The impact of tech layoffs on climatetech
The biggest roadblocks to decarbonization
What role battery recycling will play in addressing the shortage of lithium and other critical minerals
Click here for a full transcript of this episode.
What else should we cover on the show? Leave us a voicemail at 919-808-5832. Or email us at catalyst@postscriptaudio.com. You can also tag us on Twitter.
Catalyst is a co-production of Post Script Media and Canary Media.
Catalyst is supported by Antenna Group. For 25 years, Antenna has partnered with leading clean-economy innovators to build their brands and accelerate business growth. If you're a startup, investor, enterprise, or innovation ecosystem that's creating positive change, Antenna is ready to power your impact. Visit antennagroup.com to learn more.
Here’s the dream: millions of controllable devices—from EV chargers to thermostats, fridges, and batteries—working together to inject power back into the grid. They reduce load when there’s not enough electricity supply to meet demand. They ease transmission congestion and maintain grid frequency. And these devices, collectively called distributed energy resources or DERs, are all controlled remotely by grid operators.
So how far are we from this dream?
In this episode, Shayle talks to Mathew Sachs, senior vice president for strategic planning and business development at CPower, a company that aggregates DERs and sells DER services to the grid. They talk about where we are on the long and winding path to large-scale deployment of DERs and what it takes to monetize them. They dig in on:
EV chargers, the fastest growing category of DERs, as well as V1G and V2G
How much easier it is to share your financial data with a credit check than to share your energy data with a DER aggregator
How current rules create obstacles to monetizing DERs
Federal Energy Regulatory Commission (FERC) Order 2222 and the status of new DER rules in NYISO and CAISO
Positive developments like the declining costs of DERs and rising watts per customer acquired
Full transcript here
Recommended Resources:
Canary: FERC Order 2222: Experts offer cheers and jeers for first round of filings
Canary: Is ‘vehicle-to-everything’ charging ready for prime time?
Catalyst: Tapping the gold mine of consumer energy data
Catalyst is a co-production of Post Script Media and Canary Media.
Catalyst is supported by Antenna Group. For 25 years, Antenna has partnered with leading clean-economy innovators to build their brands and accelerate business growth. If you're a startup, investor, enterprise, or innovation ecosystem that's creating positive change, Antenna is ready to power your impact. Visit antennagroup.com to learn more.
In the U.S. alone, food waste is responsible for the equivalent emissions from 42 coal power plants. Globally it accounts for 10% of greenhouse gases, more than heavy industries like cement and steel.
Why? Wasted food means wasted energy. Throwing a piece of food in the trash is like tossing out the fertilizer and fuel used to make it, too. And we waste a lot of it. Nearly one third of all food grown gets trashed. On top of that, when food decomposes in landfills through anaerobic digestion, it releases methane, a potent greenhouse gas.
So how do we clean up food waste?
In this episode, Shayle talks to Matt Rogers, founder and CEO of Mill. Matt founded Nest, the smart thermostat company, and has now turned his attention to food.
Disclosure: Shayle’s venture capital firm Energy Impact Partners is an investor in Mill.
Matt and Shayle cover topics like:
Where food waste occurs along the value chain (hint: The biggest source of waste is us, when we toss food we’ve already purchased.)
The causes of emissions, from energy inputs to anaerobic digestion in landfills
The current solutions to food waste, such as composting, green bin programs, supply chain management software and shelf-life extension.
The challenges with landfills, including trucking waste and landfill capacity.
Mill’s new consumer-focused food waste technology, which includes shipping dehydrated food scraps in the mail.
How much consumers care about food waste and carbon emissions.
Recommended Resources:
ReFED: Drawdown Update Affirms Reducing Food Waste as a Leading Solution to Climate Change
ReFED: Roadmap to 2030: Reducing US Food Waste by 50%
Canary: Eating the Earth | Decarbonizing our food systems
Climavores: Today's food crisis is a postcard from our warming future
EPA: From Farm to Kitchen: The Environmental Impacts of U.S. Food Waste
Click here for a full transcript
Catalyst is a co-production of Post Script Media and Canary Media.
Catalyst is supported by Antenna Group. For 25 years, Antenna has partnered with leading clean-economy innovators to build their brands and accelerate business growth. If you're a startup, investor, enterprise, or innovation ecosystem that's creating positive change, Antenna is ready to power your impact. Visit antennagroup.com to learn more.
In this bonus episode, we present With Great Power, a podcast from GridX about the people building the future grid, today.
The grid is no longer the biggest source of carbon emissions in America. It's transportation.
Electric vehicles are a key part of decarbonizing the transportation sector – making utilities an important force in growing EV adoption.
Electric cars will create a new opportunity for power providers to scale their business. But first, they need to get people to buy them. And that's where people like Karl Popham come in.
“The mindset is how can we get EVs to your customers as quickly as possible and as profitable for the salesperson as possible,” explains Karl, who is manager of electric vehicles and emerging technologies at Austin Energy.
This week, Brad speaks with Karl about Austin Energy’s work in making electric cars as accessible as possible by taking a dealership-centric approach.
You can find many more episodes like this over at the With Great Power feed. Subscribe to it on Apple, Spotify, or wherever you listen to shows.
The natural gas market has been through a wild ride, especially in Europe. The pandemic first pushed the prices way down. Then a resurgent economy and an unusually long European winter sent them back up to record heights. And by September of last year, Russia had dramatically cut natural gas flows to Europe, further squeezing supply.
The high prices were especially painful for the continent, which relies heavily on the fuel for home heating, industry and power plants. But high prices also catalyzed efforts to shift to lower carbon technologies like renewables, hydrogen and heat pumps.
Then fast forward to this past December, and now gas prices have plummeted again. What’s going on? What’s causing these rapid swings and what might happen next?
In this episode, Shayle talks to Anne-Sophie Corbeau, research scholar at Columbia University’s SIPA Center on Global Energy Policy where she studies natural gas and hydrogen. Her article, “Putin’s energy gambit fizzles as warm winter saves Europe” recently ran in Bloomberg.
They discuss how we got here, covering topics like:
The range of factors at play, such as LNG cargos, a European drought, and unusual weather patterns
Whether Europe might resume large-scale natural gas imports from Russia
Why China’s zero covid policy and an unusually warm winter amounted to a lucky break for Europe
What topics should we cover on the show? Send us an email or voice memo to catalyst@postscripaudio.com.
Catalyst is a co-production of Post Script Media and Canary Media.
Catalyst is supported by Antenna Group. For 25 years, Antenna has partnered with leading clean-economy innovators to build their brands and accelerate business growth. If you're a startup, investor, enterprise, or innovation ecosystem that's creating positive change, Antenna is ready to power your impact. Visit antennagroup.com to learn more.
The Haber-Bosch process, which turns nitrogen and hydrogen into ammonia, produces an essential ingredient in fertilizers and explosives. But it’s responsible for 2% of global emissions.
Ammonia could become an important low-carbon fuel, because when combusted it emits no carbon. We could use it in ships, heavy industry and even mixed in with coal or gas in power plants.
So what’s keeping us from using it as a new low-carbon fuel? And why would you use it instead of hydrogen, which you already need to make ammonia?
In this episode, Shayle talks to Julio Friedmann, chief scientist at Carbon Direct. Julio and a team of colleagues just co-authored a report on low-carbon ammonia for the Innovation for Cool Earth Forum.
They cover topics like:
Why some countries like Japan, Singapore and Korea are especially interested in developing ammonia infrastructure.
How ammonia compares to other low-carbon fuels like methanol and hydrogen.
How we would need to retrofit coal and gas power plants to co-fire with ammonia
Addressing ammonia’s corrosion and toxicity issues.
The areas that need more research, such as ammonia’s impact on air quality and radiative forcing.
Key constraints like human capital and infrastructure.
Recommended Resources:
Innovation for Cool Earth Forum: Low-Carbon Ammonia Roadmap
Canary: Watch this TED talk to get up to speed on green ammonia and shipping
Canary: The race is on to build the world’s first ammonia-powered ship
Chemical & Engineering News: Will Japan run on ammonia?
Full transcript here.
Catalyst is a co-production of Post Script Media and Canary Media.
Catalyst is supported by Antenna Group. For 25 years, Antenna has partnered with leading clean-economy innovators to build their brands and accelerate business growth. If you're a startup, investor, enterprise, or innovation ecosystem that's creating positive change, Antenna is ready to power your impact. Visit antennagroup.com to learn more.
Today we’re talking about two climate blind spots: methane and short-term warming. Most of us think of global warming as a long game. How do we reach net zero by 2050? And how should we curb carbon dioxide emissions to get there?
But the warming happening now and in the next few years is just as important.
Short-term warming exacerbates wildfires, hurricanes and other climate impacts now. And the short-term trajectory of warming can make things better or worse in the long run. At some point before we reach net zero emissions, it’s increasingly likely that we will overshoot our 1.5 degree target. Hopefully we will come back down, but the more we overshoot, the worse the effects of climate change will be. Which is why we should bend the curve of that trajectory by tackling the causes of short-term warming.
High up on that list is methane. It lives in the atmosphere for only 12 years, but in the 20 years after it reaches the atmosphere it causes about 84 times more warming than carbon dioxide. That means it’s also a powerful solution. Methane in the atmosphere right now causes about 30% of global warming to date, but cutting emissions now would actually have a cooling effect. Why? Because, unlike carbon dioxide which lasts for several hundred years, methane breaks down relatively quickly.
So how do we tackle the methane problem?
In this episode, Shayle talks to Erika Reinhardt, co-founder of Spark Climate Solutions, a non-profit focused on under-addressed climate solutions. Right now Spark is focusing on methane emissions from livestock, also known as enteric methane.
Shayle and Erika cover topics like:
Why we should consider different time-scale standards for measuring global warming impact, such as GWP100 and GWP20
How short-lived aerosols mask the full warming impact of greenhouse gasses
Methane removal, including the process of oxidation and methane sinks
Different sources of methane, such as wetlands, livestock and fossil fuel production
Ready-to-deploy solutions to fossil fuel methane emissions, such as flaring, detection, capture and storage
How flaring may be less effective than previously thought
Solutions under development for livestock methane, such as manure management, biogas digesters and feed additives like seaweed-derived bromoform
Recommended Resources:
Canary: Cutting methane emissions could make a big dent in climate change, major UN report says
Bloomberg: As Gas Prices Soar, Nobody Knows How Much Methane Is Leaking
Inside Climate News: Feeding Cows Seaweed Reduces Their Methane Emissions, but California Farms Are a Long Way From Scaling Up the Practice
Catalyst is a co-production of Post Script Media and Canary Media.
Catalyst is supported by Scale Microgrid Solutions, your comprehensive source for all distributed energy financing. Distributed generation can be complex. Scale makes financing it easy. Visit scalecapitalsolutions.com to learn more.
Catalyst is supported by CohnReznick, a trusted partner for navigating the complex and evolving financial, tax and regulatory landscape of the renewable sector. Visit cohnreznick.com to learn more.
A coalition of companies organized by the U.S. government is promising to purchase low-carbon versions of commodities from “hard to abate” heavy industries. This sort of policy is called an advanced market commitment, which the U.S. has used in the past to accelerate the development of new technologies. With guaranteed revenue from the government, manufacturers are able to take risks to create products that they might not have otherwise.
In the leadup to COP26 last year, John Kerry, U.S. special presidential envoy for climate, announced the First Movers Coalition (FMC) in collaboration with the World Economic Forum. It now involves 65 companies—including Delta, Maersk, and Rio Tinto—that will buy or supply a percentage of low-carbon products by 2030. India, Norway and eight other countries have signed on, too. The coalition has also committed to purchase carbon removal, adding to the wave of similar pledges like the $1 billion Frontier Fund.
So how will the FMC work?
In this episode, Shayle talks to FMC’s brainchild, Varun Sivaram. Varun is managing director and senior advisor for clean energy and innovation in Kerry's office.
They cover topics like:
Why advanced market commitments are not silver bullets
The FMC’s ability to make companies keep their commitments
How the FMC is developing standards for low-carbon products
How much progress coalition members have made toward their targets
How the Inflation Reduction Act and the FMC support each other
The FMC’s ability to endure changes of administration
When we can stop calling these sectors “hard to abate”
Recommended Resources:
Bloomberg: Companies Commit to Buying Super-Green Cement in Corporate Climate Club
Columbia University: To Bring Emissions-Slashing Technologies to Market, the United States Needs Targeted Demand-Pull Innovation Policies
Harvard University: Using Advance Market Commitments for Public Purpose Technology Development
Catalyst: Growing the carbon dioxide removal market
Catalyst is a co-production of Post Script Media and Canary Media.
Catalyst is supported by Scale Microgrid Solutions, your comprehensive source for all distributed energy financing. Distributed generation can be complex. Scale makes financing it easy. Visit scalecapitalsolutions.com to learn more.
Catalyst is supported by CohnReznick Capital, a trusted source for renewable energy investment banking servicing the US sustainability sector. Visit cohnreznickcapital.com to learn more.
We are headed into an uncertain future for the climate – but the range of possible scenarios is getting clearer. We’ve likely avoided the worst-case scenarios, thanks to the progress made in clean energy.
And that has experts feeling conflicted.
“People who are deep in the industry of trying to address climate change flip flop from skepticism to the amazing opportunity we have,” says DNV Senior Vice President Nick Brod. “Every few weeks, we see new technologies that show us that there is endless potential to make things more and more efficient.”
“We definitely have a lot of the technologies in wind and solar and storage – and there continues to be breakthroughs,” says DNV Senior Vice President Marion Hill.
We have most of the tools available to slow climate change. So where are the opportunities? And what are the bottlenecks to growth?
In this special episode, produced in partnership with DNV, we feature a conversation between Stephen Lacey, Nick Brod, and Marion Hill about the trends reshaping supply and demand on the grid.
DNV provides advice and assurance to customers across the spectrum of the energy transition, from generation to end use – in solar, storage, wind, grid planning, hydrogen, carbon capture, and more. To learn more about how experts like Nick and Marion can help you accelerate the energy transition, go to dnv.com/catalyst
To make products like cement, cereal and even baby food, you need heat—and lots of it. Industrial heat consumes about one-fifth of all energy used in 2018, according to the International Energy Agency.
Factories often burn coal or natural gas to generate consistent temperatures up to 2200 degrees Celsius. And most run nearly 24/7 to maintain profitability in competitive commodity markets.
Other sectors like power and ground transportation have clear pathways to decarbonization, relying mainly on electrification and cheap intermittent renewables. But these solutions don’t deliver consistent temperatures and the 24/7 energy needed to make things like steel and petrochemicals. So industrial heat has been a far more stubborn problem to solve.
But there’s a crowded field of technologies lining up to try, including hydrogen, biogas, heat pumps, electric arc furnaces, and even heat batteries.
In this episode, Shayle talks to John O’Donnell, co-founder and CEO of Rondo Energy, a thermal storage startup. Shayle’s venture capital firm Energy Impact Partners has made investments in Rondo Energy. They break down the challenges of industrial heat and discuss the range of technologies that could help to generate it with low emissions.
John and Shayle cover topics like:
Which fuels do we currently rely on for specific industrial uses, and where could we use alternatives?
How thermal batteries can help to solve the intermittency challenges of wind and solar
Industrial grid defection, where large industrial facilities build behind-the-meter renewables to avoid the rising costs of delivered electricity
The potential for industrial growth in places with access to cheap renewables, like the American midwest
Recommended Resources:
McKinsey: Net-zero heat: Long-duration energy storage to accelerate energy system decarbonization
Canary: This startup’s energy storage tech is ‘essentially a giant toaster’
Canary: This startup wants to use cheap surplus clean energy to make high-temperature industrial heat
Catalyst: The many pathways to decarbonizing chemicals
Catalyst is a co-production of Post Script Media and Canary Media.
Catalyst is supported by Scale Microgrid Solutions, your comprehensive source for all distributed energy financing. Distributed generation can be complex. Scale makes financing it easy. Visit scalecapitalsolutions.com to learn more.
Catalyst is supported by CohnReznick Capital, a trusted source for renewable energy investment banking servicing the US sustainability sector. Visit cohnreznickcapital.com to learn more.
We want your feedback! Fill out our listener survey for a chance to win a $100 Patagonia gift card.
In a funny twist of fate, solar’s success has made it old news. It’s the fastest-growing source of electricity in the world and one of the cheapest. But it’s far from the hot topic it was a decade ago when utility-scale photovoltaics were still an emerging technology. Now that it’s a more mature tool in the climate fight, we take it for granted.
And yet there’s so much more we need to do. To reach net zero by 2050, we likely need to quadruple global solar capacity by 2030, according to projections by BloombergNEF (BNEF). But labor shortages, high material costs and interconnection bottlenecks stand in the way.
So how do we get there?
In this episode Shayle talks to Jenny Chase, who managed BloombergNEF’s solar insights team for 17 years before leaving the role this month. Every year she tweets a thread of 50 not-always-popular opinions on solar, covering the state of the industry and the challenges it needs to solve. For this episode, Shayle picked the opinions he found most interesting and unpacked them with Jenny.
They cover Jenny’s opinions on:
The biggest bottlenecks holding back solar deployment, like labor shortages, high polysilicon prices and grid interconnection backlogs
Why we don’t need new technology breakthroughs in solar
Perovskite and building-integrated photovoltaics
How residential solar and battery salespeople are making up their savings projections
How the U.S. Inflation Reduction Act could spur an unsustainable boom in solar and hydrogen equipment manufacturing
Why leading forecasts could be underestimating solar deployment
Recommended Resources:
Twitter: Jenny Chase’s 2022 opinions-on-solar thread
Canary Media: What’s behind solar’s polysilicon shortage — and why it’s not getting better anytime soon
Canary Media: Perovskites can make solar panels more efficient than silicon alone
Bloomberg: Solar Outshines Wind to Lead China’s Clean-Energy Transition
Bloomberg: Solar Growth Estimates for 2050 Are Aggressive, But Not Unrealistic
Catalyst is a co-production of Post Script Media and Canary Media.
Catalyst is supported by Scale Microgrid Solutions, your comprehensive source for all distributed energy financing. Distributed generation can be complex. Scale makes financing it easy. Visit scalecapitalsolutions.com to learn more.
Catalyst is supported by CohnReznick Capital, a trusted source for renewable energy investment banking servicing the US sustainability sector. Visit cohnreznickcapital.com to learn more.
We want your feedback! Fill out our listener survey for a chance to win a $100 Patagonia gift card.
Join us on November 30 for a live, virtual episode of Climavores. Come ask a question about food, nutrition, and eating for the climate.
Concrete is an incredible material. It’s essentially pourable rock, and we use it in almost every part of the built world. We also consume more of it than any other man-made material in the world—about three tons per person annually.
And the secret ingredient in all this concrete? Cement. Think of it as the glue that binds the crushed rocks in concrete together.
But here’s the problem. Making cement emits lots of carbon. The cement industry alone produces 8% of global emissions.
Why? First, the process happens at 1500 degrees Celsius, a temperature so hot that companies often burn coal to reach it. Second, the chemical reaction involved in creating cement releases carbon dioxide.
So what are the solutions?
In this episode, Shayle talks to Leah Ellis, co-founder and CEO of Sublime Systems, a startup that has developed a novel way to produce cement at room temperature without releasing carbon dioxide. Shayle’s venture capital firm Energy Impact Partners is an investor in Sublime.
Shayle and Leah discuss:
The important properties of cement and why we use so much of it
The chemistry of cement and why it releases carbon dioxide
Alternative chemistries to Portland cement, the most common and useful formulation
Things you can add to the mix, called supplementary cementitious materials, to offset some of the Portland cement required (like fly ash from coal-fired power plants)
Adopting performance-based standards that allow more flexibility in the materials used in cement
Replacing coal with electrification and alternative fuels in cement kilns
Post-combustion carbon capture for cement kilns
CarbonCure’s technique for injecting carbon dioxide into concrete to increase strength and reduce the amount of cement required
Sublime System’s electrochemical technique for manufacturing cement without carbon emissions
Recommended Resources:
The New York Times: Making the Concrete and Steel We Need Doesn’t Have to Bake the Planet
Canary Media: Major construction firms team up to get the carbon out of concrete
Bloomberg: Breakthroughs Are Helping Even Cement and Steel Go Electric
E&E News: Congress wagered on ‘low-carbon’ concrete. Will it pay off?
Canary Media: Cement is terrible for the climate. California just passed a law to fix that
Catalyst is a co-production of Post Script Media and Canary Media.
Catalyst is supported by Scale Microgrid Solutions, your comprehensive source for all distributed energy financing. Distributed generation can be complex. Scale makes financing it easy. Visit scalecapitalsolutions.com to learn more.
Catalyst is supported by CohnReznick Capital, a trusted source for renewable energy investment banking servicing the US sustainability sector. Visit cohnreznickcapital.com to learn more.
making amino acids directly from ammonia for animal feed additive is a novel interesting idea