Ep317: Tariffs and the Future of Battery Stor...

James McGinniss, CEO of David Energy, explains how plug‑in batteries and retail electricity supply can lower energy costs for commercial customers in dense urban markets like New York City. 

Mishal Thadani, CEO of Rhizome, explains how utilities can combine asset data, outage history and climate models to identify their highest extreme weather risks and plan resilience investments. 

The U.S. storage market is experiencing hockey-stick growth, with multiple gigawatts being installed quarterly. But new policy uncertainties around tariffs and the Inflation Reduction Act are threatening this momentum. But Jeff Waters, the CEO of Powin, remains optimistic. "This ...  Show more

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 – and a potential shakeout for small ...  Show more

On the Carbon Copy podcast this week: It’s been over three months since Russia’s invasion of Ukraine sent shockwaves into global oil markets, causing supply constraints and skyrocketing prices. The conflict has complicated the flow of energy at a time when supply chains were alre ...  Show more

As the world transitions away from fossil fuels and the electric vehicle market grows, competition to control a piece of a new source of energy is brewing. From rival carmakers to raw materials miners, different groups are racing to carve out their spots in the supply chain of ...