Mailbag episode! Interest rates, carbon dioxide removal, load growth, and more
It’s about that time again. You sent in great questions for Shayle, and in this episode we’re tackling them with the help of Sarah Golden, vice president of energy at GreenBiz. Together Shayle and Sarah cover topics like:
Load growth and whether data-center demand is good or bad for decarbonization.
The crash in photovoltaic module prices and what it means for the solar industry.
The impact of interest rates on climatetech.
The challenges of siting carbon dioxide pipelines.
Why there’s no clear winning technology for carbon dioxide removal.
European energy companies acquiring U.S. companies.
Why Shayle is bullish on the macro grid, despite the slow pace of interconnection and transmission buildout.
Plus: volcanoes, Frankenstein, and Shayle’s childhood with geodes.
Recommended Resources:
Catalyst: Navigating the electrification gauntlet
Canary: The US offshore wind industry faces a moment of reckoning
S&P Global: Cancellation of Navigator CO2 pipeline raises critical issues for several industries
Catalyst: Growing the carbon dioxide removal market
Sign up for Latitude Media’s Frontier Forum on January 29, featuring Crux CEO Alfred Johnson, who will break down the budding market for clean energy tax credits. We’ll dissect current transactions and pricing, compare buyer and seller expectations, and look at where the market is headed in 2024.