California's 100% Clean Energy Gambit
Energy Gang
Wood Mackenzie
4.6 • 1.3K Ratings
🗓️ 6 September 2018
⏱️ 53 minutes
🧾️ Download transcript
Summary
This week: California passes a bill to source 100% clean electricity by 2045. What does that actually mean? And more importantly, how will the target be met?
Then, writing in the New York Times this weekend, journalist Bethany McLean warned about fracking’s financial bubble. Is this a dire warning or a re-hash of old arguments?
We’ll end with a look at battery materials. Sustainability concerns are growing, while markets for lithium, nickel and cobalt fluctuate wildly. Are EVs and stationary storage batteries already shaking things up?
Recommended reading/listening:
- Political Climate: Taking 100% Clean Energy From ‘Radical’ to ‘Political Reality’
- New York Times: The Next Financial Crisis Lurks Underground
- GTM: Battery Markets and Metals Markets Have Officially Collided
The Energy Gang is brought to you by Mission Solar Energy, a solar module manufacturer based in San Antonio, Texas. Mission Solar's high-performance solar panels have the highest testing ratings among any North American manufacturer in the market. Learn more about Mission's high-efficiency modules.
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Transcript
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| 0:00.0 | So with this 100% clean energy bill, California is now trying to imagine its energy market out to 2045. |
| 0:07.0 | Assuming we're still a country by then, I can't even imagine what things are going to look like in 2045. |
| 0:12.0 | What do you guys think? No coal, consumers being a real part of the |
| 0:18.2 | grid and benefiting and a lot of stuff that we can't even imagine right now. |
| 0:23.0 | And the electric utility companies won't exist anymore. |
| 0:26.0 | I think they're going to be the last to die off honestly. |
| 0:29.0 | Jigger, you sent us an article this week from 2016. |
| 0:32.0 | I don't even think you can imagine 2018 right now. |
| 0:34.2 | Well, you know, we have to learn from our history. |
| 0:37.2 | That's called catching up on reading. |
| 0:38.8 | Have you guys ever seen Blade Runner 2049? |
| 0:42.3 | Everyone's so psyched about 2045 right now, |
| 0:44.6 | but I don't know if they've ever seen those California |
| 0:47.1 | solar fields at the beginning of Blade Runner 2049. |
| 0:49.8 | It's scary stuff. |
| 0:51.0 | Yeah, you know, the funny thing about us being so popular now and like pop culture is that I see weird things happening on the bad side like for instance I was watching NCIS LA and the terrorists were of course a solar |
| 1:05.5 | company who were eco-terrorists and I'm like no I don't think so I don't know |
| 1:10.6 | if any solar companies RICO terrorists. |
| 1:12.6 | No, the solar companies are going to be like the oil majors, you know? |
| 1:15.8 | They're not going to be the little terrorist. |
| 1:18.6 | So speaking of one of those important fast growing solar companies, Mission Solar, it's our sponsor in the |
| 1:24.6 | energy gang. They're a solar manufacturer based in San Antonio, Texas. Two |
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