California, every mention
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tap a year for its mentions
every year anyone Shayle Kann 80Lara Pierpoint 32Stephen Lacey 22Jigar Shah 14Mallory Thomas 13Brad Langley 11Neha Palmer 8Julio Friedmann 8Nat Bullard 7Drew Baglino 7
Verbatim, from the transcripts: the passages where California comes up
2023 climate tech venture investment trends
EV charging on both sides of the pond
- ▶ 11:02 Shayle Kann In the absence of managed charging, if you just do uncontrolled charging, you know, the big problem that we face here is that a lot of that charging takes place when people get home from work, that is early evening, that tends to be peak,… 2 times in the scene
- ▶ 22:48 Nick Woolley The next level is, like, maybe you provide a time of use rate, and obviously, in markets like California, we've provided time of use rates. 2 times in the scene
- ▶ 25:17 Nick Woolley However, what we see in California with some of our partners that we're working with, what they've done is they've rolled out time of use rates, and they've sort of forced that on consumers.
The cost of nuclear
- ▶ 44:48 Jessica Lovering So I live in California, and seeing, you know, Diablo Canyon was supposed to shut down, um, this year and next year, and seeing a very liberal democratic governor change, uh, change the plan for nuclear in California, I think that's a big… 2 times in the scene
Mailbag episode! Interest rates, carbon dioxide removal, load growth, and more
- ▶ 20:00 Shayle Kann Which the residential solar market between, um, interest rates and some policy changes, particularly in California around net metering, that's a market that might be down over the next year.
- ▶ 27:45 Shayle Kann You can make an argument in either direction about this, but for example, the changes to the net metering policies in California, which as I alluded to before, is sort of making it more challenging to install residential solar. 3 times in the scene
- ▶ 35:09 Shayle Kann Um, you know, we haven't yet, I don't think, faced, there, there were some concerns when there were wildfires here in California a couple years ago about, um,
- ▶ 41:20 Sarah Golden I know somebody that's working on a project where she is aiming to work with dairy farmers in California to
The Volts crossover episode
- ▶ 8:18 Shayle Kann And then in the U S predominantly in California, thanks to the California solar initiative and the renewable portfolio standards here. 2 times in the scene
The market for microgrids
- ▶ 23:34 Tim Hade And so, uh, if you look at California as a great example, right? 3 times in the scene
- ▶ 27:18 Shayle Kann The California example is a really good way to lay it out, which is basically, so what was happening in California was we were, you know, all the conditions were right. 3 times in the scene
How is U.S. industrial policy affecting actual climatetech investment?
- ▶ 29:32 Trevor Houser California, and a lot of the innovation economy in California, and it's, it appears to be clean tech innovators, and this is in other types of manufacturing as well, clean tech innovators looking at, coming out of the Bay Area and other… 2 times in the scene
- ▶ 40:55 Trevor Houser Yeah, this one is, so one interesting thing that we saw going through project announcements were a number of facilities that had been geared up for renewable diesel for either the California LCFS or for the RFS, and then the IRA is…
Fixing interconnection
- ▶ 18:33 Tyler Norris Um, so it's now number two in the U.S. just behind, uh, California. 3 times in the scene
The food-energy nexus
- ▶ 19:01 Dr. Michael Webber And there are these famous examples of wine from France delivered by ship to New York is less energy intensive than the closer wine in California moved there by truck.
Beaming 24/7 solar… from space
- ▶ 19:46 Sanjay Vijendran The Jet Propulsion Laboratory and Raytheon company in the 19 seventies in California, they did an experiment where they sent 30 kilowatts of power across a distance of over a kilometer and, and collected a lot of that power.
With Great Power: What other industries can teach utilities about innovation
- ▶ 16:54 Brad Langley I think you recently acquired the two gigawatt Bellfield solar plus storage project, which is under construction in California.
Building out a U.S. solar supply chain
- ▶ 18:03 Ethan Zindler Uh, a version of them have actually been in place, I believe, since, um, and we've had various disputes along the way, um, of, of various types, and I don't know how much we want to go through the whole, um, maybe I'll try and get the…
The carbon market’s quality problem
- ▶ 8:52 Alistair Frew (Alistair Fury) In the US, you have a couple of bodies that are especially relevant to US markets, and then those parts of the US market where you can use some of these credits still for compliance purposes, like in California, for example, but that tends…
- ▶ 32:04 Shayle Kann I'm in California, right? 2 times in the scene
Unpacking EPA’s newly proposed power emissions rule
- ▶ 53:54 John Larson A final rule that doesn't accommodate that carbon pricing will have some, uh, states that are normally climate champions being kind of, kind of grumpy about what they're going to do, you know, California, New York.
Understanding the transmission bottleneck
- ▶ 4:45 Rob Gramlich Then for reliability, they would get some connections between them, and that was our transmission network, um, overlaid with occasional long-distance hydro connections or coal connections, and the occasional random Pacific-DC intertie…
- ▶ 14:46 Rob Gramlich There's a fair amount of curtailment in California, uh, some in MISO in the Midwest.
How to build more hydropower
- ▶ 35:31 Gia Schneider Northwest and California, that power could cycle every day to help balance out, um, you know, California, um, and, and the duck curve. 2 times in the scene
- ▶ 36:14 Lara Pierpoint And, and so to bleed for a second into the question of, of water management, I remember you said something once to me that was very chilling, which is that it's possible that by 2030, California could see all of its precipitation as rain. 4 times in the scene
Betting big on renewable natural gas
- ▶ 10:24 Brandon Moffat The Jet Propulsion Lab did, flew the landfills in California, as an example, and even though they had landfill gas capture, they still were, uh, a major emitter of methane. 2 times in the scene
- ▶ 21:02 Brandon Moffat Yeah, so at scale, uh, so the first bit is, is understanding the, the market and the waste shed that's there, and so the northeast, uh, up here in Canada, California, you've had where the population is where the food waste is going to be… 3 times in the scene
- ▶ 26:52 Shayle Kann So you've alluded a few times to these two different policy mechanisms that I think, uh, at least in the U S are really central to understanding how this market plays out, which is the LCFS, which is California policy and RINs, which is… 5 times in the scene
The Carbon Copy: The great electrician shortage
- ▶ 9:41 Emily Pontecorvo He grew up in Guatemala and came to California when he was a teenager, and he first got introduced to electrical work in high school.
- ▶ 26:52 Emily Pontecorvo But I think this hesitancy is something that California is really working on. 2 times in the scene
More 2023 trends: EVs, onshoring, and the three ages of decarbonization
- ▶ 16:54 Nat Bullard But the, this is serving a market that I think probably largely internal to California.
2023 trends: biomass, ESG, batteries and more
- ▶ 26:57 Nat Bullard Meanwhile, you find your, your institutions there in California or the institutions in New York State that say,
The journey to monetizing DERs
- ▶ 15:48 Matthew Sachs It doesn't really, resident demand response doesn't really compete with CNI demand response, because if you take the duck turf in California, when, when does it start?
- ▶ 31:48 Matthew Sachs Um, and, and California doesn't have a lot of, if, if any, behind the meter or DERs participating in its, um, its ancillary services or similar markets.
Solving the conundrum of industrial heat
- ▶ 41:27 John O'Donnell The average interconnection time for new utility scale PV projects in California is seven and a half years. 2 times in the scene
Unpopular solar opinions, 2022 edition
- ▶ 25:27 Shayle Kann There was a period when we saw this happen in reverse in the US, where, like, the early, um, I think the PPAs that were signed largely by, like, the California utilities in 2000 nine-ish, they were super, super rich.
- ▶ 42:54 Jenny Chase But when you, when I go through the quarterly process of talking to all my analysts around the world, they cannot imagine the sort of transformative change that has happened in, say, Hawaii, or California, or even Germany, where you've got…
Getting more energy on the wires
- ▶ 2:42 Lara Pierpoint We need more transmission to support renewables and electrification, but this is also about keeping the lights on and keeping people alive, and we saw this in moments of extreme stress over the last few years from heat in California to…
- ▶ 12:19 Lara Pierpoint And as we know well here in California, if you get a lot of sagging lines that ultimately start falling, that can be a pretty major source of wildfires.
Climatetech for developing economies
- ▶ 3:05 Lara Pierpoint So, while we cheer California's latest ban on subsidies for new natural gas hookups, and New York following shortly behind, we need to remember that solving problems at home does not mean we're solving problems next door.
How the US climate bill will finance the energy transition [partner content]
- ▶ 12:04 Britta von Ossen Um, I think projections have them increasing something like three times over the next 18 months, um, primarily driven by markets like California and Texas.
What climatetech can learn from the oceans
- ▶ 28:57 Shayle Kann You just look at like, I'm in California, right? 3 times in the scene
Is the Inflation Reduction Act a win for EVs and batteries?
Columbia Energy Exchange: Will Putin’s Energy Strategy Backfire?
- ▶ 45:48 Dr. Daniel Yergin I mean, California just passed a law saying that all cars sold in California in
Averting water wars as we decarbonize
- ▶ 3:00 Shayle Kann Closer to home, where I live in California, we just narrowly avoided rolling blackouts last week when a heat wave coincided with our own drought and below normal hydropower reserves.
- ▶ 20:31 Dr. Michael Webber In parts of California, and inland Texas, and Israel, and Australia.
- ▶ 32:34 Dr. Michael Webber A huge problem for the Colorado River today because the allocations for Arizona and Nevada and California were made a hundred years ago when it was a wet decade, and now the water is not there, but there's no market mechanism to exchange… 2 times in the scene
Could geothermal become a major zero-emissions player?
- ▶ 5:08 Jamie Beard You know, some places in Italy, for instance, and places in California in the United States, where, you know, geothermal for power production and geothermal for heat has been around forever, and, you know, and in these places, it's, it's a…
- ▶ 37:26 Jamie Beard You know, that's, um, you know, that's, that's controlled thermal resources in Lilac, for instance, um, in California.
The dirt on soil carbon credits
- ▶ 18:24 Freya Chay (Freya Che) In lots of sectors, including forestry, we've gone really deep on the California forest buffer pool. 2 times in the scene
Watt It Takes: TeraWatt Infrastructure CEO Neha Palmer
- ▶ 7:21 Neha Palmer I think it's an observation of the environment that, you know, I've lived almost all my life in California, except for a few years, and so really being attuned to changes in the environment, and how does that affect, you know, my ability…
- ▶ 8:52 Emily Kirsch For undergrad, I know you went to California Polytechnic State University or Cal Poly at San Luis Obispo in California and studied civil engineering with an emphasis on water engineering. 2 times in the scene
- ▶ 28:00 Neha Palmer Uh, obviously California is always going first with everything, and that is true for electrification as well. 6 times in the scene
How to Save a Planet: Spark Tank! How Do We Solve the Energy Storage Problem?
- ▶ 21:28 Dr. Leah Stokes And of course, in California, where I live, water is becoming more and more of a scarce resource.
Which tech is overhyped, underhyped and just right?
- ▶ 7:13 Lara Pierpoint So if you look at California, which historically has been one of the most anti-nuclear bastions in the world, um, we're starting to see some change in public opinion, specifically around Diablo Canyon, which is the last nuclear plant. 4 times in the scene
- ▶ 14:31 Lara Pierpoint Um, but this is definitely an active conversation in California, particularly around policy, um, 2 times in the scene
- ▶ 41:04 Stephen Lacey SoCal gas in particular is saying, um, is pushing back on electrification or, or bands on gas connections in California and saying, we're going to have the renewable gas to,
From biowaste to “biogold”
- ▶ 11:23 Julio Friedmann In California, because in part of climate change and other things, we have a hundred million dead trees, that's pretty concentrated bunch of dead trees, so you can actually think about how to use that. 2 times in the scene
- ▶ 24:14 Julio Friedmann Just as one example of that, city of Lancaster in California is running the entire city on waste biomass.
Tapping the goldmine of consumer energy data
- ▶ 17:15 Kiran Bhatraju So, um, you know, one of the larger, uh, EV OEMs, as you pull up their app to charge, uh, they're actually pulling from our API, whether, again, whether you live in, you know, Kentucky, DC, California, all the different rate structures…
- ▶ 19:01 Shayle Kann I'm on a, let's say I'm, so I live in California, right? 2 times in the scene
Hydrogen, meet salt cavern
- ▶ 6:33 Jigar Shah Whether in California or other places, right?
- ▶ 11:22 Jigar Shah I mean, you saw that, I think last week there was this phenomenon in California where, you know, you had positive prices in parts of the state and 3 times in the scene
Will this carbon market boom be different?
- ▶ 16:31 Shayle Kann Yeah, I think the exception to that, though, it's not exactly the same thing as the low carbon fuel standard in California, which has really high prices and has spurred a bunch of activity.
When will batteries take over the world?
- ▶ 36:32 Dave Schroeder I mean, I, I've actually even heard it anything above four hours, because that's where historically the, the cutoff is for lithium-ion's cost working out, though I noticed just this week, California installed its first large eight-hour…
What the grid can learn from the internet
- ▶ 2:42 Lara Pierpoint 20 years ago, California had tens of thousands of grid-edge assets. 4 times in the scene
- ▶ 9:55 Astrid Atkinson So in California, um, in my neighborhood where I live in the mountains, um, 2 times in the scene
- ▶ 22:32 Lara Pierpoint Or do you think it's likely to be some kind of smaller fraction, you know, that will stay somewhere close to 15% of electricity generated, for example, in California's grid?
- ▶ 25:36 Lara Pierpoint So we talked a little bit about California.
- ▶ 34:09 Astrid Atkinson So, you know, some of those incentives have been around for a long time, but if you think about all those resources that are coming onto the grid today, whether it's people putting in batteries in California to stop the power from going…
- ▶ 38:45 Lara Pierpoint How do you, how do you deal with the fact that really there are just so many different players when it comes to the regulatory landscape, and things look really different in the middle of the country than they do, say, in California?
- ▶ 52:10 Astrid Atkinson Um, California has recent regulations around this that do a lot, a lot of work around user data protection.
Unlocking hyper-efficient cooling
- ▶ 20:35 Jesse Rivest So for example, in California in
- ▶ 30:22 Lara Pierpoint I mean, is California enough? 2 times in the scene
A critical tool for scaling climate tech: insurance
- ▶ 30:09 Jeff McCauley In California, there's an earthquake, a state earthquake fund, so there are lots of cases where state or federal government funds step in on risks that are hard, hard to insure. 2 times in the scene
- ▶ 39:52 Lara Pierpoint Like, a great example is we've been talking about solar, and here in California now we're getting a lot of days where, you know, things are pretty smoky, and that's going to increase, and that reduces your solar output. 3 times in the scene
The Carbon Copy: The lithium land grab in California
- ▶ 0:58 Stephen Lacey Lithium reserves under a body of water in California called the Salton Sea could fuel the battery revolution.
- ▶ 2:05 Stephen Lacey The Salton Sea is the biggest inland body of water in California, but if you've never heard of the miraculous sea in the desert, you're not alone. 2 times in the scene
- ▶ 7:56 Stephen Lacey California Governor Gavin Newsom called the Imperial Valley the Saudi Arabia of lithium. 4 times in the scene
- ▶ 17:36 Stephen Lacey What are the stakes for developing this resource when it comes to California's climate and clean energy economic goals? 3 times in the scene
The future of the home solar market
- ▶ 17:18 Mary Powell So again, when I think about customers that we have started working with in Texas, in California, so much of the motivation is about feeling, you know, honestly, just more emotionally safe in your own home. 2 times in the scene
- ▶ 23:26 Shayle Kann I mean, you can do time of use arbitrage in California, and maybe in some places you're going to be benefiting from participation in some grid services program that Sunrun runs, but presumably for a lot of those customers, this is an… 2 times in the scene
- ▶ 40:15 Mary Powell Um, you know, I certainly went with them many, many years ago, um, in Vermont and absolutely out here in California as well.
Can 'deeptech' venture capital solve climate change?
- ▶ 47:28 Ramez Naam And I know I've mentioned this before, but it is now just crystal clear whether you're in Brussels or in New York or California or in Beijing that the world is going to do more and more on this sector.
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