{"podcast":{"title":"Interchange Recharged","slug":"interchange-recharged-1117793","podcast_index_feed_id":1117793,"rss_url":"https://rss.art19.com/the-interchange","website_url":"https://www.woodmac.com/market-insights/types/podcasts/the-interchange/","image_url":"https://content.production.cdn.art19.com/images/b6/56/1c/53/b6561c53-206c-4247-a10b-24ba827509b0/c2860f4a864766abfde003250fb48d283b0bd02e55fd77f8d26e983ada7d82f5ccf8d280d42ff7eadf18b30e0ac0b9005c949c6efcc5f5c4f73f1d69c44a3e15.jpeg","author":"Wood Mackenzie","episode_count":354,"summary":"Clean tech, green finance and energy innovation are the three lanes on the road to a successful global energy transition. At the intersection of these lanes is a place where ideas on finance, technology and policy are shared and debated. That intersection is Interchange Recharged. Your host is Sylvia Leyva Martinez, principal analyst and research director at Wood Mackenzie. When Sylvia isn't tracking the technologies and markets driving the build-out of renewable power, she's speaking with visionaries, entrepreneurs, policy-makers and energy analysts to explore the newest developments in renewable technology, explain the ideas on global energy policy that could accelerate the energy transition, and identify new funding and financial models that could solve the biggest challenges we face on the way to net zero. Sylvia and her guests bring you data and forecasts on clean technology, climate science, and offer predictions on the build out of utility-scale projects and the future of green finance. What does the surge in data-centre demand mean for the grid, and who pays for it? What's happening in global EV adoption and development? What's the forecast for solar, one of the major succ…","last_synced_at":"2026-09-16T02:19:58.805362+00:00","page_url":"https://stenobird.com/podcast/interchange-recharged-1117793"},"episode":{"title":"What to do now clean energy subsidies are going? Analysis and insights from clean energy’s biggest North American event","slug":"what-to-do-now-clean-energy-subsidies-are-going-analysis-and-insights-from-clean-energy-s-biggest-north-american-event","published_at":"2025-09-23T04:00:00+00:00","page_url":"https://stenobird.com/podcast/interchange-recharged-1117793/what-to-do-now-clean-energy-subsidies-are-going-analysis-and-insights-from-clean-energy-s-biggest-north-american-event","show_page_url":"https://stenobird.com/podcast/interchange-recharged-1117793","url":"https://dts.podtrac.com/redirect.mp3/rss.art19.com/episodes/916eaf6a-413d-4e0e-9d90-981c498b2676.mp3?rss_browser=BAhJIg90cmFuc2NyaWJyBjoGRVQ%3D--952c5701c84ad333c69d5faa668f8177091704f0","audio_url":"https://dts.podtrac.com/redirect.mp3/rss.art19.com/episodes/916eaf6a-413d-4e0e-9d90-981c498b2676.mp3?rss_browser=BAhJIg90cmFuc2NyaWJyBjoGRVQ%3D--952c5701c84ad333c69d5faa668f8177091704f0","summary":"As RE+ 2025 wrapped up in Las Vegas, the mood across the show floor was one of contradiction: anxiety, anger, optimism, and opportunity all rolled into one. In this episode, Sylvia Leyva Martinez – Research Director and analyst covering global solar markets - sits down with Chris Seiple, Vice Chair of Power & Renewables, and Kasim Khan, Senior Analyst at Wood Mackenzie, to unpack the forces shaping today’s energy market. From the shockwaves of OB3 and FEOC restrictions, to investors navigating the whiplash of shifting subsidy regimes, Sylvia, Chris and Kassim talk about the conversations they’ve had with developers and manufacturers. Everyone is facing the same dilemma: double down on building compliant supply chains or hold back in anticipation of yet another policy reversal? Meanwhile, the collapse of early-stage development activity and the race to prove FEOC compliance are reshaping priorities across the industry. But there’s more than just uncertainty, there’s also innovation. Utilities are experimenting with new ways to fast-track data center interconnections, EPCs are doubling down on execution, and storage is emerging as the wildcard technology that could reshape both grid reliability and investor confidence. With US utilities already committed to 99 GW of new load from data centers - equivalent to nearly 15% of peak demand - the industry faces a defining test. Will the removal of subsidies finally level the playing field for capital, or will it strip away the last federal lever for climate policy? Tune in to hear why industry leaders believe we are living through the most uncertain moment in US clean energy history, and why that uncertainty could also create the biggest opportunities yet. See Privacy Policy at https://art19.com/privacy and California Priva…","meta_description":"As RE+ 2025 wrapped up in Las Vegas, the mood across the show floor was one of contradiction: anxiety, anger, optimism, and opportunity all rolled into on…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1769,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/interchange-recharged-1117793/episodes/what-to-do-now-clean-energy-subsidies-are-going-analysis-and-insights-from-clean-energy-s-biggest-north-american-event/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/interchange-recharged-1117793/what-to-do-now-clean-energy-subsidies-are-going-analysis-and-insights-from-clean-energy-s-biggest-north-american-event.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}