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electrification

3 statements across 3 episodes · 1 bullish · 2 bearish · 3 people on the record · first statement May 1, 2023 by Sonia Aggarwal · across every show →

Everything said about electrification, oldest first

May 1, 2023 bullish
Assertion Supported
Aggarwal: 50% to 70% of industrial heat can be electrified today
“About 50 to 70% of all the heat used in the industrial sector right now could be electrified with commercially available technologies.”
Sonia Aggarwal May 1, 2023 ▶ 35:29 America’s green industrial strategy 2.0
Jul 20, 2023 bearish
Opinion
Naam: Hydrogen cars and trucks will not be cost-competitive with EVs
“Hydrogen-powered cars and trucks? Forget about it. That's been clear for a decade. That's not going to be cost-competitive electrification.”
Ramez Naam Jul 20, 2023 ▶ 26:16 What’s the next big trend in clean energy?
Oct 6, 2023 negative
Insight
Becker: High electricity rates disincentivize the transition to electrification
“So I think longer term, we have to do something like that because the high rates disincentivize the switch to electrification, which is what we all want is what we need for our energy policy.”
Josh Becker Oct 6, 2023 ▶ 47:16 Can California pull off its clean energy ambitions?
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