Europe, every mention
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tap a year for its mentions
every year anyone Stephen Lacey 101Jason Bordoff 32Dr. Melissa Lott 30Lara Pierpoint 9Katherine Hamilton 7Maria Gallucci 6John O'Donnell 6Ramez Naam 5Jigar Shah 5Greg Patterson 5
Verbatim, from the transcripts: the passages where Europe comes up
Did someone just figure out how to project finance nuclear?
- ▶ 12:23 Jake Jurowicz Most of the cost and why nuclear has historically been so expensive in the West, and it is primarily a Western problem in the U.S. and Europe when you look at data on this, and to put some numbers on it, Vogel, the most recently built… 2 times in the scene
The missing capital for climate startups: more debt
- ▶ 40:27 Dimitri Gershenson I think, um, expanding internationally to Europe is really interesting to us.
How Supercool Earth's microbes could ease the water crisis
- ▶ 25:46 Lara Pierpoint And if that goes well, do you think it's feasible that you could be selling widely to North American and European ski resorts within the next season, or is that ambitious?
The $6 trillion threat to climate tech finance
- ▶ 3:29 Lara Pierpoint We cover the Gulf capital story, interest rates, Europe, and what she thinks founders should actually be doing right now to stay alive.
- ▶ 22:46 Susan Su So a war in the Gulf, or some kind of escalation in Taiwan, or a European energy crisis caused by another war, um, all of those feed into the discount rate applied to a ten-year climate project.
- ▶ 33:42 Lara Pierpoint Well, I'm curious to get your sense on how this is going to affect Europe in particular, because a lot of the, the US-based companies that I know of are really looking to Europe now as a place to deploy because they're being seen as more… 6 times in the scene
Captura's high-stakes gamble
- ▶ 19:04 Steve Oldham Given the global challenges with Russia and the uncertainties around gas supply in Europe.
- ▶ 24:15 Steve Oldham Um, some in Europe, some in North America, Asia, potentially the Middle East as well.
This VC wants climate tech to play hardball in Washington
- ▶ 40:51 Shomik Dutta If you need lots of capex to produce a facility that's producing a commodity stream that is indistinguishable from the fossil fuel cousin, but is much more expensive and maybe a longer payback, those may rightfully need to go to Europe.
John Hickenlooper’s optimism in the face of opposition
- ▶ 12:34 John Hickenlooper And so that means we will be selling panels and pumps and, you know, collectors and, and wind turbines, not just the United States, but all throughout this hemisphere, uh, all throughout Europe and Asia, we would, we were poised to become…
The tape that led to a fusion breakthrough
- ▶ 14:32 Rick Needham Eater is the largest construction project in all of Europe.
Terawatt Infrastructure’s billion-dollar strategy
- ▶ 13:33 Neha Palmer Again, um, it's a very global supply base, and so you might have depth in Europe, but you may not have many, many techs, um, that know that equipment here in the US.
Electric Hydrogen’s bet on supersized electrolyzers
- ▶ 24:46 Rafi Garabedian In Europe, on the other hand, they have both 3 times in the scene
- ▶ 32:39 Rafi Garabedian At least not in Europe and in the US.
A complex path for building heat batteries
- ▶ 11:37 John O'Donnell Now, we have utilities that we're working with at scale in Europe who are combining these things
- ▶ 14:19 John O'Donnell During my career in solar and renewables, I've seen natural gas be 14 dollars a million BTU and 60 dollars a million BTU in Europe, and I've seen it be a dollar 80.
Our final episode: The top stories of 2024 so far
- ▶ 28:49 Katherine Hamilton They have a lot of district heating in Europe, so this is a really good solution for them, and that is not what you would consider a super, you know, thermodynamic resource in Germany, as opposed to the American West, where it's really,…
- ▶ 33:56 Jigar Shah And you see that, you know, for sure in China, you see that in Europe, you see that in the United States, although I think we could be doing more in the United States, and you're still short.
Why ditching aluminum is key to securing the US solar supply chain
- ▶ 5:02 Greg Patterson Because recycled steel is the vast majority of the steel used in the U.S. today, and Europe, and most other regions.
- ▶ 10:28 Greg Patterson We knew it would be material, but we never realized it would be a 90% reduction over imported aluminum frames, and it's not just the transit from Asia to the US or Europe.
- ▶ 15:21 Stephen Lacey Like, you know, if I think about Europe's carbon border adjustment tax, why could that potentially influence investments in
- ▶ 24:36 Greg Patterson Uh, it, my sense is talking to everybody and, you know, our customers are the module makers in the U.S., uh, Europe, and, uh, actually India.
- ▶ 33:10 Greg Patterson When back in the seventies and eighties, when the European and the Asian, uh, primarily Japanese auto companies came to the U S they got intimate with the market needs. 2 times in the scene
AI-fueled geothermal and ‘the edge of the possible’
- ▶ 33:34 Andrew Beebe I think when they come around to that, and some of them, and governors are already starting to do this, certainly at the state level, this is happening all over the place, I think we may see more of a consensus view, as you see in Europe,…
A macro view on the state of climate tech
- ▶ 13:48 Anna Orthofer The environment in which a switching decision is made to go to an EV is very different than in a fully subsidized environment in Europe. 2 times in the scene
- ▶ 25:46 Anna Orthofer We have such a dispersed renewables potential in the world, and especially in Europe, uh, where I am and where my industrial clients are, there is such a shortage of energy, and we need to find ways to bring the energy from renewables… 2 times in the scene
The news quiz episode!
- ▶ 22:29 Stephen Lacey Excess renewables, uh, and Google's carbon aware computing, specifically for demand response, which they have dispatched in Europe and in the Midwest.
Political Climate: Is the IRA under political threat?
- ▶ 32:42 Emily Domenech In India, it's 74%, and even in Germany, where we always talk about them being leaders in Europe on climate, it's 30%. 2 times in the scene
The rise of heat batteries
- ▶ 14:31 John O'Donnell What Europe is doing just in the electricity system is also driving that.
- ▶ 16:26 John O'Donnell We're working with EDP at scale in Europe. 2 times in the scene
- ▶ 27:56 John O'Donnell In most of the industrialized world, the conditions that exist in the six European countries where we're developing projects now in Australia and the half dozen US states, those market conditions exist in most of the industrialized world…
The right way to recycle batteries [partner content]
- ▶ 16:52 Steve Cotton Um, the smelting is happening, uh, mostly in Europe, and a lot here in the U.S. as well.
A view of the $1.8 trillion clean energy economy
- ▶ 15:20 Shalini Ramanathan They, uh, they couldn't get room on container ships to get their cars to Europe, so they just chartered their own vessel, like they,
- ▶ 32:57 Katherine Hamilton This gentleman that I reached out to was going to a conference in Europe, uh, and couldn't speak with me personally because they're trying to wrestle with this.
Virtual power plants: the ‘sandwich’ for the grid
- ▶ 0:33 Stephen Lacey The term virtual power plant, or VPP, took hold in the early 2000, and that's when pilot projects emerged in Europe that tied together combined heat and power systems, fuel cells, wind parks, and hydro plants into a top-down dispatchable…
Pricing and tech trends shaping the global battery storage market
- ▶ 8:18 Stephen Lacey European, North American companies to go out of business or consolidate, and even many smaller Chinese manufacturers went out of business pretty quickly.
- ▶ 15:23 Stephen Lacey And the dominant markets are China, the U S and Europe with, uh, China being the dominant market. 5 times in the scene
US power demand is set to boom. How will we meet it?
- ▶ 50:04 Stephen Lacey Under the Biden administration, we saw massive build out and approval of LNG facilities to send more gas over to Europe in particular, and environmentalists started taking a look at this and saying, wait a second, um, are we just exporting… 4 times in the scene
The terawatt era of PV: ‘Solar will be the gas of today’
- ▶ 5:30 Michelle Davis Uh, China and Europe and kind of secondarily the U.S.
- ▶ 11:21 Stephen Lacey But the market has largely been shaped by Europe, the US, and China.
- ▶ 26:46 Michelle Davis You know, overnight, all of a sudden, a huge portion of the polysilicon supply globally can't be used for solar modules in Europe.
The storylines of the energy transition in 2023
- ▶ 29:36 Maria Gallucci The offshore wind industry just does not yet have this domestic supply chain, and so it's importing almost everything from Europe.
LNG exports: America’s hidden ‘climate bomb’
- ▶ 0:56 Stephen Lacey The US became a net exporter in 2017, and then Russia's war on Ukraine forced a scramble for new supplies of gas in Europe, and American companies stepped in.
- ▶ 7:26 Bill McKibben Soon enough, American LNG exports will be producing more greenhouse gas emissions than everything that goes on in Europe. 2 times in the scene
- ▶ 10:55 Stephen Lacey Like, adding the continent of Europe?
- ▶ 18:05 Jeremy Symons But there's a challenge, too, and we should, we should acknowledge that, um, on the national security front, you know, with, uh, for the administration, which has done a real strong leadership job since, um, Russia's invasion of Ukraine,…
Making sense of advanced nuclear’s stumbles
- ▶ 44:25 Lara Pierpoint You know, I think another thing that, that is really fair about what Eric said is that particularly because this is a global question, this isn't just about the U.S., there is a question on what are the reactors that folks actually want in…
How to triple renewables by 2030
- ▶ 4:55 Katherine Hamilton I think globally, Europe, 2 times in the scene
- ▶ 23:24 Shalini Ramanathan Or for export to, to Europe or Asia.
- ▶ 55:22 Stephen Lacey Of gas markets, which is one of the reasons why we need to reduce our dependence on fossil gas in the first place, because gas prices have fallen actually 50% since last year, and that's thanks to warmer weather, um, lower demand from…
AI in the real world: Solar forecasting, EVs, and virtual power plants
- ▶ 1:23 Stephen Lacey Monthly global temperature records have been shattered nearly every month, and government prediction agencies in both Europe and the US say this year is virtually certain to be the hottest ever measured. 2 times in the scene
- ▶ 11:22 unnamed speaker It's a trend noted by many stores across Europe.
Inflation plagues clean energy. How bad is it?
- ▶ 3:48 Stephen Lacey So, after the global spikes in oil, gas, and commodity prices when Russia invaded Ukraine, Europe and America responded with hundreds of billions of dollars in support for clean energy to ease the burden. 2 times in the scene
Tackling the tough stuff: steel, cement, and chemicals
- ▶ 10:05 Jeff St. John Um, and there's some other companies working on it as well, and a big consortium in Europe, and the idea there is that you could not only get pure iron to feed into these electric arc furnaces to make steel, but you could maybe process…
- ▶ 16:52 Julian Spector Um, although there is some, you know, happening in Europe and elsewhere in the world, but, um, basically there's now so many developers who are buying up whatever electrolyzers they can get their hands on,
- ▶ 40:07 Maria Gallucci If you're talking about Europe, especially a lot of those projects are funded through European Union funding, or kind of state-sponsored initiatives.
Investors riff on the new era for climate investing
- ▶ 30:52 Elaine Hsieh There are clean hydrogen auctions in Europe and, you know, in Australia, there's also demand side support things.
Why electric cars are driving the auto strikes
- ▶ 21:30 Maria Gallucci Yeah, it's startups producing at teeny tiny levels, but the big, ah, the big steel makers are increasingly expressing interests, investing in pilot projects, ah, in this effort, especially European steel makers are kind of leading the… 3 times in the scene
Inflation headwinds for offshore wind
- ▶ 2:39 Stephen Lacey At 443 feet tall and a diameter of 394 feet, it's Europe's biggest Ferris wheel. 3 times in the scene
- ▶ 6:18 Stephen Lacey It's also a problem in Europe, where member states want to double offshore wind capacity by 2030. 2 times in the scene
America’s historic climate law, one year on
- ▶ 19:16 Stephen Lacey Um, historically in the wind business, it's been a lot of European players that have been advanced manufacturers that have invested in the US. 3 times in the scene
The high stakes debate over green hydrogen
- ▶ 3:39 Stephen Lacey Bloomberg analyst Adi Basham joins us to talk about how it might play out, how Europe might influence the outcome, and why we need green hydrogen in the first place.
- ▶ 4:56 Stephen Lacey And he's closely tracking the rise and cost trajectory of green low carbon hydrogen, and how we define and promote that hydrogen has become a flashpoint in Europe, in the US.
- ▶ 6:19 Adi Basham The debate really picked up, uh, first in Europe, uh, about a year ago.
- ▶ 12:53 Stephen Lacey I mean, when you look at the European economy, the US economy, why is hydrogen so important for cleaning up the industrial economies in those regions?
- ▶ 18:26 Adi Basham In terms of the cost of production, with the US Inflation Reduction Act and subsidies in Europe and East Asia, uh, those will probably level out the cost of production, even at more expensive electrolyzer costs today. 3 times in the scene
What’s the next big trend in clean energy?
- ▶ 6:40 Ramez Naam So for instance, Europe is harder to power renewables than the U.S. is, because the U.S. has more sunshine. 3 times in the scene
- ▶ 15:33 Ramez Naam Fossil fuel we got off of, and Putin thought, you know, the natural gas exports to Europe, he had Europe over a barrel. 2 times in the scene
A new narrative series on the origins of Europe's energy crisis
- ▶ 1:33 Stephen Lacey And will the conflict in Ukraine accelerate or slow down Europe's clean energy transition?
- ▶ 4:01 Dr. Melissa Lott As the war in Ukraine causes more death and destruction every day, European countries are remaining reliant on Russian energy, gas, and oil. 5 times in the scene
- ▶ 6:51 Dr. Melissa Lott Anne Sophie is a senior research scholar who studies what is arguably the most important fuel in Europe today. 5 times in the scene
- ▶ 8:34 Dr. Melissa Lott How did Europe, and particularly Germany and Poland, end up in this mess? 6 times in the scene
- ▶ 17:19 Dr. Melissa Lott Looking back at this moment, it feels somewhat similar to Europe's current crisis, and it motivated Germany to change its energy sources even more to buffer itself from what was going on in the world, mainly by getting more Russian gas. 5 times in the scene
- ▶ 27:47 Janusz Reiter Were part of the Russian strategy of undermining Ukraine as an independent state, and it was part of the strategy to, to make Europe dependent on Russian gas. 2 times in the scene
- ▶ 31:19 Dr. Melissa Lott Europe's energy supply was already constrained before the war. 7 times in the scene
Will poor data hold back the potential of AI on the grid?
- ▶ 9:56 Pamela Isom So I think the U.S. government has done a pretty good job, but we're a little bit behind some of the other countries like Europe.
How AI is being used in energy, right now
- ▶ 47:28 Savannah Goodman Um, and then finally, even in the best situations, like in Europe, there's, um, API-based data hubs where you can get access in a more scalable way, but actually granting permissions to the right users within a company can be really…
The Big Switch: California’s climate czar on banning gas cars
- ▶ 1:28 unnamed speaker And this season, which is dropping in June, is about the wide-reaching impacts of the European energy crisis.
America’s green industrial strategy 2.0
- ▶ 11:33 Jigar Shah We sent so many technologies to Europe to build, ah, industrial facilities, right?
- ▶ 28:09 Jigar Shah Leads one to believe that, you know, when you combine that with European goals and other goals around the world, that we really are on track to meeting the secretary's vision around, um, you know, uh, approaching a dollar a kilogram from,…
Creating the ‘energy capitals’ of a decarbonized grid [partner content]
- ▶ 7:44 Will Hazlip Uh, like it is for, um, you know, many parts of Europe.
Live: How AI could supercharge climate tech
- ▶ 31:17 Amy Francetic And we talked to customers, a lot of customers, um, who had risk, and, um, and we knew these disclosures and this regulation was coming, because we could see what was happening in Europe, and we could see that this pressure that was being… 2 times in the scene
A rogue geoengineering startup sparks worry
- ▶ 18:49 Alejandro de la Garza At paintings in, uh, Europe, and he sees kind of what he's doing.
Are oil & gas majors abandoning clean energy?
- ▶ 8:56 Jigar Shah Right, so even with all of the oil and gas announcements, and how much money people are making, and all that stuff, I think people generally believe that electric vehicles and a lot of the other demand destruction efforts have started to…
- ▶ 12:54 Katherine Hamilton So there are just so many other dynamics at play in Europe. 2 times in the scene
- ▶ 27:02 Jigar Shah And the US's role in helping the Europeans off of Russian gas, um, it really was a huge triumph of American ingenuity and power.
The make-or-break moment for America’s energy transition
- ▶ 32:49 Katherine Hamilton Yeah, the whole issue about Europe is, uh, really ironic, of course, because they complained about us forever, and then all of a sudden we do something, and they're like, wait a minute, what are you doing?
A breakout year for carbon removal?
- ▶ 21:14 Julio Friedman Do you wait for DG Klima in Brussels to do this for Europe?
From empty concrete to offshore wind hub?
- ▶ 2:54 Alexandria Herr These turbines are going to be shipped from Europe, stored, assembled, and repaired right here in Sunset Park before they're installed off the coast of Long Island and New England into massive offshore wind developments.
- ▶ 12:07 Maria Gallucci They're, they're already developing projects in Europe, so that's sort of an expertise that they're bringing to Brooklyn, and then the goal is that Brooklyn residents, Sunset Park residents specifically, can be among kind of the first in…
Drought is surfacing lost relics around the world
- ▶ 1:12 Stephen Lacey Two-thirds of Europe is currently under some kind of drought warning, making it the worst in 500 years in that region.
- ▶ 3:52 Stephen Lacey And I am looking at a bunch of deep, deep red across the Western US, Europe, parts of Asia, the Horn of Africa. 2 times in the scene
- ▶ 14:48 Dharna Noor West, or an issue that's only affecting the Horn of Africa, or only Europe, or only China, but instead seeing that this is a trend, you know, a trend that has measurable effects, um, that are obviously very different, but, but have some… 3 times in the scene
Why heat waves become deadly
- ▶ 0:33 Stephen Lacey A few weeks ago, we ran an episode about the historic heat wave in Europe, and these events are deadly. 2 times in the scene
The Big Switch: The Race to Green Steel
- ▶ 15:55 Dr. Melissa Lott Today, every steel manufacturer in Europe and others around the world are piloting hydrogen projects like these. 2 times in the scene
How bad will Europe's gas crisis get?
- ▶ 0:07 Stephen Lacey It has been brutally hot in Europe this summer, but people there are already worried about winter, fearing there won't be enough fossil gas to heat homes or run industry. 7 times in the scene
- ▶ 5:28 Anne-Sophie Corbeau So people do not realize that nuclear is down massively in Europe. 3 times in the scene
- ▶ 8:57 Jason Bordoff Tatiana, do you, do you agree with that pretty dire outlook for what this coming winter is going to have to look like in Europe? 2 times in the scene
- ▶ 10:28 Jason Bordoff People use less, and some other sources of supply might come to Europe instead of somewhere else. 4 times in the scene
- ▶ 13:46 Jason Bordoff European energy market. 3 times in the scene
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