Interchange Recharged

A bi-weekly podcast on the global energy transformation. Produced by Wood Mackenzie.

[Interchange Recharged @InterchangeShow]

Interchange Recharged is now on YouTube!

Full episodes and bonus clips are now online. All future shows will post in full video, delivering deep dives on clean tech, energy projects and the innovators driving the transition.

Check us out: https://t.co/cKjpm5MmUj

[Interchange Recharged @InterchangeShow]

A finished data centre still needs power. Can fuel cells shorten the wait?

We revisit @Bloom_Energy’s Akhil Batheja on deployment speed and the trade offs behind onsite power, on @WoodMackenzie’s Interchange Recharged.

Watch: https://t.co/cy1jB8nIW0

[Interchange Recharged @InterchangeShow]

When we say only 3% lack electricity access, it sounds marginal. In Latin America, that still represents up to 18 million people.
This perspective from Álvaro Villasante puts energy infrastructure into human terms.
Watch now and access the full episode: https://t.co/ZdkSANIhz7

[Interchange Recharged @InterchangeShow]

Wildfires can cause transmission lines to sag into the fire zone.

Advanced conductors are designed to operate at higher temperatures with less sag, helping keep lines above the fire.

JD Sitton of @CTC_ACCC explains how this can speed up restoration: https://t.co/55z47iAGYH

[Interchange Recharged @InterchangeShow]

Data centres need more power, and they need it quickly.

@tgmontague explains why solar, batteries and other distributed resources could help meet that demand on the latest Interchange Recharged: https://t.co/LoDPVaTBSb

[Interchange Recharged @InterchangeShow]

Nuclear waste. Or untapped energy? Thomas Jam Pedersen, of Copenhagen Atomics, argues that spent nuclear fuel can be recycled using molten salt technology, unlocking up to 10x more energy from fuel already considered "waste.
Watch the full episode now: https://t.co/Cl7nQlz3KP

[Interchange Recharged @InterchangeShow]

The US inverter ban is narrower than headlines suggest.

The FCC definition refers to inverters with wireless communication, including Wi Fi, cellular and Bluetooth. Many utility scale inverters use wired connections instead.

Joe Shangraw explains: https://t.co/XRN52xiRLN

[Interchange Recharged @InterchangeShow]

AI data centres run on electricity. Electricity runs through copper.
Copper demand is expected to double by 2035, but new supply takes 10 to 16 years to develop.

@solarsylvia_ and @LizMPD explain why existing mines may hold part of the answer: https://t.co/Ce0RBNxIYC

[Interchange Recharged @InterchangeShow]

Bigger turbines don't mean more failures. They mean more expensive ones when things go wrong. A 30cm crack costs US$50,000 to fix. The same blade, left undetected, costs US$1 million. The wind industry is still treating monitoring as optional.

Watch now: https://t.co/Opk1ndKfr3

[Interchange Recharged @InterchangeShow]

DC doesn’t replace AC in AI factories. AC is the backbone. DC is the efficiency layer that gets power to the chip without wasting it at every step. The misconception is already costing developers. @interchangeshow: https://t.co/t4VZfHflem

[Interchange Recharged @InterchangeShow]

Sylvia is back. The shift from “bragawatts” to grid reality is here, with interconnection requests falling away and co-located power still a “science project. Listen now:
https://t.co/MEK4dGCpno

[Interchange Recharged @InterchangeShow]

Utilities respond to incentives.

If utilities earn more from building infrastructure than optimising it, should we be surprised by the outcomes?

Kay Aikin explains why regulation may be one of the biggest barriers to grid modernisation: https://t.co/3PrSOzdB50

[Interchange Recharged @InterchangeShow]

What happens if the households with the most flexibility leave the grid first?

Kay Aikin argues that affordability could become one of the defining energy policy challenges of the next decade.

New Interchange Recharged episode: https://t.co/rkQfrocbSV

[Interchange Recharged @InterchangeShow]

AI data centres are creating power swings that can shorten battery life through constant cycling.

That is one reason synchronous condensers are returning to grid planning conversations.

New Interchange Recharged with @ABB_Energy: https://t.co/ienudfWeR2

[Energy Gang @TheEnergyGang]

The world has been running on oil buffers since the Strait of Hormuz disruption began.

But buffers run out.

Energy Gang explores what happens if the market needs US$150 to US$200 per barrel to rebalance supply and demand: https://t.co/Ze6uLmkdXl

[Interchange Recharged @InterchangeShow]

One 50 MW turbine down: zero power.

50 MW modular fleet: 48 MW still running.

This is why reliability architecture is changing as demand rises.

Full episode: https://t.co/BmBWxxLmwG

[Energy Gang @TheEnergyGang]

Austin and Atlanta's ride-sharing markets are growing 2x faster than other US cities. Why? Autonomous vehicles.

Counterintuitive data: AV markets see higher human driver earnings, not lower.

@Uber strategy on EVs, AVs & competing with data centres: https://t.co/1r6KfXHXyw

[Interchange Recharged @InterchangeShow]

Hydrogen installed 4 GW of electrolyzers since 2020. Only 2 GW represent real demand.

Next Hydrogen's CEO explains product recalls, what went wrong, and where the industry goes from here.

New Interchange Recharged episode: https://t.co/6xmWNGINJf

[Octopus Energy US 🇺🇸 @OctopusEnergyUS]

“It’s not a tech problem. It’s a design problem.”

Why US VPP participation is stuck below 5% — and what needs to change.

Check out our CEO, @nchaset on the @InterchangeShow 🎧👇

[Interchange Recharged @InterchangeShow]

Cleantech costs jump 5x during productization. Revenue stays zero. Investors leave.

Raveel Afzaal from @NextHydrogen explains the commercialization valley of death killing electrolyzer companies.

New episode of Interchange Recharged: https://t.co/Ul0CLSmc5U

[Energy Gang @TheEnergyGang]

PJM's capacity prices jumped from $28 to $270. All 13 governors met at the White House. The decision: data centres must pay their own way.

New Energy Gang with Asim Haque from @pjminterconnect and @AmyJaffeenergy breaks down what happens next: https://t.co/8J3cQvCzRg 🧵👇