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]

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 🧵👇

[Interchange Recharged @InterchangeShow]

@nchaset @OctopusEnergyUS "Why not pay consumers to initiate flexibility in their loads, lower their bills without affecting comfort, and allow the data centre to operate economically? They win, consumers win."

AI demand is surging. Residential flexibility could be the answer.

[Interchange Recharged @InterchangeShow]

Data centres need constant power. Consumers want lower bills. What if both could win?
@nchaset from @OctopusEnergyUS on why paying households to reduce demand beats forcing data centres to ramp down: https://t.co/Zbxi9gCGRQ 🧵👇

[Interchange Recharged @InterchangeShow]

@nchaset @OctopusEnergyUS The gap is staggering:

- US virtual power plants: 5% participation
- Octopus Energy UK: 60-70% participation
- The tech isn't the problem. Regulatory design is.

Full episode: https://t.co/22JJssB5M0

[Energy Gang @TheEnergyGang]

"Trump doesn't get to decide when this ends now. The Iranians do. The world of February 27th no longer exists." @samanthaenergy on why markets haven't priced the Iran scenario correctly. New Energy Gang: https://t.co/yQv6cCkzMt

[Energy Gang @TheEnergyGang]

80% of US energy was fossil fuels in 1980. Despite massive renewable deployment exceeding projections, it’s still 80% in 2026. New episode with @amoshochstein, @AmyJaffeenergy & @samanthaenergy on why the energy transition is far harder than assumed: https://t.co/dncVjF9h8G 🧵👇

[Interchange Recharged @InterchangeShow]

We know nuclear works. So why do we build it like it’s a lost technology?

“We built these things. We can build them again, just with modern manufacturing.”

New Interchange Recharged: https://t.co/3RyqtYKqqp

[Energy Gang @TheEnergyGang]

Natural gas prices jumped 56% year on year, yet the pressure on the grid is only intensifying.

In the latest episode, experts unpack the forces shaping the age of electricity & what that means for households, markets & investment.

Explore the discussion: https://t.co/WgIW7djK2N

[Energy Gang @TheEnergyGang]

Electricity bills up 26%. Household incomes up 23%. And the real pressure on the grid hasn’t even started yet.

New Energy Gang with Ed Crooks, @mclott and @PaulSegal12 (@LSPowerGroup) on what’s straining the system and the solutions being considered: https://t.co/ggOs7jioT2

[Interchange Recharged @InterchangeShow]

No one ever bought a new car expecting to save money and the same is true for new power plants.

Data centers are forcing utilities to build fast and rate pressure is coming. How will the grid handle it?

Listen to the full episode: https://t.co/1pNdyKA5wX

[Energy Gang @TheEnergyGang]

15% of the world’s crude oil and 20% of LNG flow through the Strait of Hormuz and it’s effectively closed. Food prices are soaring and global recession risk rising.

Full episode of Energy Gang breaking down the crisis: https://t.co/s6KXRMsC4O

#energy #straitofhormuz #recession

[Energy Gang @TheEnergyGang]

Why is US infrastructure so expensive to build now?

America now has suppressed economic growth, not suppressed demand, because power infrastructure costs more and takes longer to build than anywhere else, including China.

Full episode on YouTube: https://t.co/A2ObvQGgyN