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Interchange RechargedAuthor: Wood Mackenzie
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. Sylvia Leyva Martinez, principal analyst at Wood Mackenzie, invites 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 impacts do the annual UN Conference of the Parties have on decarbonisation goals and climate change? What will COP30 bring? Whats happening in global EV adoption and development? Whats the forecast for solar energy, one of the major success stories of renewable energy in the last ten years? What does the data tell us about the future of hydrogen, of nuclear, or of low-carbon power? These are examples of the insights and detailed analyses you can expect bi-weekly on Tuesdays at 7am ET. If you like The Energy Transition Show, Catalystwith Shayle Kann, The Big Switchfrom Columbia University, Open Circuit with Jigar Shah or The Green Blueprint, youll enjoy Interchange Recharged. Want to get involved with the show? Reach out to podcasts@woodmac.com to: Bring Sylvia and Interchange Recharged to your event Be a guest on the show Sponsor an episode Ask a question to Sylvia or one of our guests Check out another leading clean tech global podcast by Wood Mackenzie, Energy Gang, at woodmac.com/p Language: en Genres: Business, News, Tech News Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Is hyperscaler demand finally giving CCS its moment?
Episode 340
Tuesday, 24 February, 2026
Carbon capture and storage has long been framed as a clean technology that’s forever five years away. Bridget van Dorsten speaks with Tim Vail, CEO of ION Clean Energy, to explore why a surge in AI data-centre demand is reshaping the market for decarbonised gas – and how viable a solution it really is.Tim argues we’ve entered a buyer-led era for carbon capture, driven by hyperscalers like Amazon, Google and Microsoft who need 24/7 power fast - but are still committed to climate and decarbonization goals. That creates a new question for the energy transition: can natural gas + CCS deliver competitive renewable energy-level carbon intensity, while supporting grid resilience and scaling quickly enough for near-term energy projects?A big part of the conversation is about measurement and credibility. Tim explains how “carbon intensity” has to be assessed across the full value chain - from wellhead to electrons - including methane leakage. The rise of methane monitoring (ground, aircraft and satellite) and verification systems are helping utilities and buyers prove emissions performance, which is increasingly essential for energy finance, green finance, and corporate reporting. How does it work? Plus, Tim and Bridget debate the economics. Hyperscalers don’t buy “dollars per ton of CO₂ captured” - they buy power. Tim breaks down what CCS can add on a $/MWh basis, how incentives like the US 45Q tax credit can influence the cost, and why execution (getting projects financed and to final investment decision) is now the real bottleneck. Along the way, Bridget and Tim place CCS in the broader clean firm competition set, including nuclear, hydrogen, geothermal, and solar energy plus batteries, and what this means for future energy predictions and energy policy.The big question: is CCS at last moving from concept to commercial scale - not because the chemistry suddenly changed, but because demand, verification, and project finance finally might be aligning? About Interchange RechargedInterchange Recharged is the Wood Mackenzie podcast exploring the technologies, markets and energy policy decisions shaping the future of energy - from clean tech and clean technology to infrastructure, grid resilience, and the financing models behind the next wave of decarbonisation.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
