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The Interchange

Wood Mackenzie

The energy system is changing fast. Each week, Shayle Kann takes you on a tour of the global energy transformation, providing provide insight into technology trends, markets, and companies -...

Episodes

20 of 357 episodes

Re-release: Fuel cells are powering AI data center demand: they’ve moved from interesting clean tech to major player

We're looking back at some of our most popular episodes of the year. Here is one from January this year. US data centre announcements are av...

00:43:34Oct 20, 2026

Re-release: Building the plane while it’s flying: data centers, utilities, and the new rules of power

After more than a decade of flat demand, the US power sector is now facing explosive growth, arriving faster than grids, generation, and tra...

00:44:06Oct 6, 2026

When hydro is no longer enough: Colombia’s race to diversify before the next El Niño

Colombia’s power system was built around a powerful advantage: abundant hydropower backed by domestic gas, delivering electricity that was r...

00:42:38Sep 22, 2026

The fastest path to more power: How advanced conductors could unlock grid capacity without new transmission

The pressure on the power system is no longer theoretical. AI, data centers, electrification, and new industrial load are arriving faster th...

00:46:32Sep 15, 2026

Speed to power: Why data-center load growth is creating a new opening for C&I solar, storage, and microgrids

After a decade of flat demand, power markets are being forced to absorb a very different problem: rapid load growth arriving faster than tra...

00:49:16Sep 8, 2026

Thorium’s nuclear pitch: Can molten salt reactors cut cost, use waste, and scale faster than conventional designs?

Electricity demand is rising, capital is tightening, and nuclear is back in the conversation as utilities, governments, and large power user...

00:39:26Aug 25, 2026

The inverter security turn: How Europe and the US are redrawing solar procurement around Chinese hardware

Solar demand remains strong, storage is scaling fast, and inverter technology is becoming more central to how modern power systems actually...

00:38:44Aug 11, 2026

Why biomining might finally work: How Endolith is using microbes and data to unlock more copper from low-grade ore

Copper is moving from background commodity to frontline constraint. Demand is rising fast, high-grade deposits are getting harder to find, a...

00:35:56Jul 28, 2026

Bigger turbines, bigger consequences: how wind is rethinking risk, insurance, and predictive maintenance

Wind remains fundamentally healthy: electricity demand is rising, decarbonised power is still needed, and both Europe and the US continue to...

00:45:41Jul 14, 2026

As racks scale, power must change: The AC-to-DC rethink inside AI factories

As AI systems scale, the infrastructure challenge is no longer just about chips, models, and software performance. It is increasingly about...

00:33:09Jun 30, 2026

Handing back the mic: Six months of data center reality, from Bragawatts to behind-the-meter, and the questions still open

A year ago the data centre conversation was about scale. Increasingly it is about what happens when the announcements meet the physical grid...

00:43:54Jun 16, 2026

The grid's missing operating system: Why a $100,000 AI controller could defer trillions in hardware and why utilities won't buy it

The energy transition conversation focuses on what connects to the grid. Far less attention goes to whether anyone is coordinating what thos...

00:43:46Jun 2, 2026

The grid's immune system is retiring: Synchronous condensers, AI data centers and the physics gap that software alone can't close

As coal and gas plants retire, the energy transition conversation focuses on replacing their generation capacity. What gets far less attenti...

01:02:06May 19, 2026

Beyond combustion: Long Island's first hydrogen-powered linear generator and the fuel-flexible answer to the dispatchable emissions-free resource problem

Utilities are under pressure to deliver generation that is dispatchable, affordable, and clean enough to satisfy increasingly stringent envi...

00:39:43May 5, 2026

The electrolyzer reckoning: Can disciplined product development deliver on green hydrogen's promise before the survivors run out of runway?

Empty gigawatt factories, product recalls, participation rates that never materialised, and a policy environment that has now stripped the g...

01:00:04Apr 21, 2026

Flexibility as a service: Can Octopus's acquisition of Uplight finally make US residential VPPs work?

Millions of enrolled devices, 60 utilities, and the participation rate gap that's been embarrassing the US market for a decade. US residenti...

00:45:14Apr 7, 2026

The muscle we forgot: SMRs, hyperscalers, and why this nuclear renaissance might actually be different

Why nuclear has never been project financed and how that might finally be about to change. Every nuclear plant ever built has ultimately bee...

00:56:03Mar 24, 2026

The grid nobody planned for: public power, hyperscalers and the race to rewire America for the AI age

What two decades of flat demand means for a grid now expected to double in size The US went from essentially zero load growth for twenty yea...

01:04:40Mar 10, 2026

Is hyperscaler demand finally giving CCS its moment?

Carbon capture and storage has long been framed as a clean technology that’s forever five years away. Bridget van Dorsten speaks with Tim Va...

00:47:28Feb 24, 2026

Building the plane while it’s flying: data centers, utilities, and the new rules of power

After more than a decade of flat demand, the US power sector is now facing explosive growth, arriving faster than grids, generation, and tra...

00:44:06Feb 10, 2026