Suddenly everyone is talking about green hydrogen.  From South Africa to the United Arab Emirates. From China to Utah. Governments and developers are eyeing hydrogen as a decarbonization tool.  But the rush is also raising lots of questions: Where will hydrogen be most useful? How do you create a supply chain to support it? And how can we ensure it has climate integrity? For answers, we turned to two experts who are obsessing over the future of hydrogen: Janice Lin and Stephen Lamm. Janic...

EIA and IEA are out with projections for emissions and fossil fuel consumption. And they don’t look good.  On our current policy trajectory, there is no peak in sight, according to EIA By 2050, we will likely see a 50% increase in energy consumption. And even though renewables will be the fastest-growing new source of energy, hydrocarbon liquid fuels will meet the majority of demand. That means emissions could rise through 2050, absent massive changes to policy. In July, the International En...

Ride sharing has swept transportation systems over the last decade -- bringing convenience, but also congestion, inequities, and political fights. Now a new category of transportation networking is emerging: TransitTech. It makes up a class of companies that are using tech to help maximize public transit systems. So what does TransitTech look like post-pandemic? Tiffany Chu joins Katherine and Stephen this week to discuss the path forward for transit. Tiffany is the co-founder and CEO of Rem...

Shayle has been brewing up an investment thesis around how decarbonization will create stratification in traditional commodity sectors, like chemicals and materials. If you can produce the same thing in the same cost range -- but you can do so in a CO2-free or carbon-negative -- you'll reap the rewards. Lanzatech is a great test case for that thesis, as well as a great story to tell about the history of this sector. It was founded in 2005 as a biofuels company. Now, it captures industrial was...

In January 2020, Brad Smith, the President of Microsoft, announced that the company had set a target of becoming carbon negative by 2030. How does the company plan to do it? What does going carbon negative actually entail? Brandon Middaugh, the Director of Microsoft’s $1B Climate Innovation Fund, comes on the show to explain. The fund invests in various climate technologies as a part of the company’s overall climate efforts. Investments in its portfolio cover carbon removal, carbon marketpla...

The road to solar glory has been littered with failed companies -- the ones you may know (Solyndra) and hundreds you probably do not. Will the burgeoning hydrogen space follow a similar bumpy road? Hydrogen is at a similar phase of market and technological maturity, with similar levels of hype.  In this episode, Shayle talks to Raffi Garabedian, the former CTO of pioneering solar manufacturer First Solar and now the co-founder and CEO of Electric Hydrogen Co. (Disclosure: Shayle just led Ene...