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The Carbon CopyEpisodes
Latitude Media
The Carbon Copy
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Episodes of The Carbon Copy
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When millions of smart meters rolled out across the country at the turn of the last decade, many people hoped it would create the backbone of a digital grid.Today, you’ll find few who think meters lived up to expectations. One survey found onl
Solar is the fastest growing electricity-generating technology in history. That rapid scaling was a result of squeezing cost reductions out of every step of production. But there's one critical piece that hasn't changed much: frames.Aluminum f
A lot of climate tech investors are still trying to figure out how to invest in artificial intelligence. Will it become a unique investment category? Or just a natural enhancement of what many startups are already building?There’s an emerging
We need to invest many trillions of dollars every year to build a climate-positive economy. We know what those technologies are – but they're all at very different levels of readiness.So what would it take to scale critical climate technologie
Data centers are an impressive energy success story. Over the last 25 years, internet traffic has climbed more than 500x while data center electricity use has remained flat. The servers and energy infrastructure have gotten wildly more efficie
The origin of Tesla was rooted in two goals: electrify transportation to drive down emissions that are warming the planet; and do it by driving down the cost of EVs to make them accessible to the masses.Is Musk now walking away from both?“He'
This week, we have something a little different: a news quiz.We recently took the stage with four investors at the Prelude Climate Summit — armed with a bell, a buzzer, and four different categories of questions. We tested two teams of venture
This week, we have a drop-in episode from our new podcast at Latitude Media: Political Climate.Since the Inflation Reduction Act became law in August 2022, we’ve asked ourselves a big question: could the government and the private sector actua
AI is suddenly in use everywhere – and it’s headed for the power sector. New research from Latitude Intelligence and Indigo Advisory Group shows a coming wave of AI integration, inside and outside of utilities. Distributed energy companies ar
John O’Donnell co-founded and ran two solar thermal companies. He watched as the technology shifted from being the most promising utility-scale solar technology, to getting out-competed by photovoltaics everywhere.But he stayed passionate abou
Mark Gurman has been covering Apple since 2009. His reporting career is full of scoops about new products or strategic decisions from inside the company. His latest scoop in February: Apple is finally shutting down its efforts to build an auto
The US green hydrogen industry is at a critical juncture. After months of input and debate, the government put out draft rules for tax credits at the end of last year – setting strict requirements for matching new, local renewables to hydrogen
There are many forces that could hold back AI in the power system: computing infrastructure, power availability, regulation, and corporate inertia.The biggest one? Good data. Utilities and grid operators are awash in data. But getting access
Early in her career, Amanda Li worked on many deals in solar and storage as part of a billion-dollar sustainable infrastructure fund. And she discovered a problem that often hinders deployment: the underwriting process is cumbersome and slow.“
When Brian Janous took charge of Microsoft’s clean energy strategy in 2011, the company’s data center demand was modest. He was measuring new demand in the tens of megawatts.Over the years, that grew to hundreds of megawatts of new demand as h
In the early 2000s, Steve Cotton ran a company serving the fast-growing data center industry with backup battery systems.And when those systems reached the end of their lives, the company monetized kilotons of lead-acid batteries by sending th
Can a couple trillion dollars feel small?Global investments in the energy transition – from the buildout of factories and power projects to project finance and government debt – hit nearly $1.8 trillion last year. That’s almost as big as the
If we want any chance of affordably and reliably building a grid powered 100% by zero-carbon resources, we need to triple the capacity of virtual power plants. That’s the conclusion of a report released last fall by the Department of Energy, w
The storage market is full of surprises. Last year, global storage installations were a third higher than expected, driven mostly by Chinese policy to attach batteries to renewables. Meanwhile, a ramp-up in manufacturing is causing oversupply
As President Biden’s green industrial policies reignite the US manufacturing base, AI computing workloads soar, and machines across the economy turn electric, the power grid is facing an historic increase in demand.After almost two decades of
Artificial intelligence is quickly accelerating drug discovery, healthcare services, product design, and manufacturing efficiency. Now it's here for materials development – and it could be one of the most influential uses of AI in energy.A dec
Turbulent. Equilibrating. Those are the words that investors Gabriel Kra and Carly Anderson use to describe the last year for venture capital in climate tech. We now have a full picture of the year for climate tech venture investing in 2023. F
When the numbers for 2023 are finalized, there could be another 320 to 413 gigawatts of solar installed around the world – bringing global capacity to nearly 1.5 terawatts.Solar is now on track to surpass coal and fossil gas capacity in the ne
The competing trends in the energy transition from 2023 were stark: a looming peak in demand for oil, gas, and coal; a global agreement to transition away from fossil fuels; and an increasingly realistic pathway to triple renewables development
In less than a decade, America has become the world’s biggest exporter of liquified natural gas. In the mid-2000s, the US was building terminals to import more fossil gas. But that all changed after the fracking boom unlocked vast reserves of
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