Energy Policy Now offers clear talk on the policy issues that define our relationship to energy and its impact on society and the environment. The series is produced by the Kleinman Center for Energy Policy at the University of Pennsylvania and hosted by energy journalist Andy Stone. Join Andy in conversation with leaders from industry, government, and academia as they shed light on today's pressing energy policy debates.
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Aubrey Johnson, head of transmission planning for Midwest electrical grid operator MISO, explains the $22 billion effort to expand and modernize the grid for clean energy and reliability. --- Last year, the Federal Energy Regulatory Commission, or FERC, issued its landmark Order number 1920, with the goal of spurring the development of long distance electricity transmission lines in the United States. The order came in response to a challenging reality: the U.S. will need dramatically more trans...
Grid Strategies’ Rob Gramlich discusses the dramatic increase in electricity demand from data center and manufacturing growth, and the challenges it presents for the grid. --- Electricity demand growth has returned with a vengeance in the United States due to an increase in manufacturing and, most dramatically, the growing use of AI. Across the country, technology giants are racing to build AI data centers, the largest of which will consume as much electricity as an entire mid-sized city. Yet ou...
North America’s electricity grid faces a shortfall of power. A grid policy expert explores one region’s efforts to ensure reliability and the controversies its proposals have raised. --- In December, the North American Electric Reliability Corporation, or NERC, released its annual assessment of grid reliability across North America. The results were concerning. NERC, which is the organization responsible for setting grid reliability standards, reported that electricity supply is struggling to ke...
Two experts discuss the challenge of keeping billions of people cool while minimizing electrical grid and climate impacts. --- Global air conditioner use could triple by the middle of this century, driving a dramatic increase in electricity demand. This growth will place additional strain on already overburdened electrical grids and lead to significant economic and environmental challenges. Yet these negative impacts might be substantially reduced if more attention were paid to cooling people, r...
President-elect Donald Trump has vowed to cut support for clean power. Two guests from Bloomberg NEF weigh the likely impacts on clean energy development. --- President-elect Donald Trump has vowed to reduce federal support for clean power as soon as he takes office in January. Yet political realities may limit the extent to which incentives, such as those in the Inflation Reduction Act, may be rolled back, leaving open the possibility that the incoming president may seek surgical rather than sw...
This podcast delves into the complex and often privatized governance of the U.S. electrical grid, which experts Shelley Welton and Joshua Macey argue is ill-suited to modern challenges like extreme weather and the clean energy transition. They highlight conflicts of interest within entities like NERC and RTOs, which struggle to enforce stringent standards or adopt diverse solutions. The discussion also covers critical issues like the grid's reliance on an unregulated natural gas supply and reforms in capacity markets, ultimately proposing a consolidated "reliability Fed" to overcome these systemic hurdles.
Carnot Prize recipient Jacqueline Patterson explores how the clean energy transition can drive meaningful progress toward energy and climate justice. --- In 2009 Jacqueline Patterson became the founding director of the NAACP’s Environmental and Climate Justice Program. It was a role that Patterson, who’s this year’s recipient of the Kleinman Center’s Carnot Prize, had expected to be short lived: she’d stay on just long enough to get the program underway. By the time she did move on 12 years late...
Kleinman Center visiting scholar Kirsten Jenkins explores the concept of a just energy transition, and why it must be expanded beyond its labor roots to address broad energy system injustices. --- The term “just transition” has its roots in organized labor movements, and has traditionally referred to the idea that workers in the fossil fuel economy must find security in the green energy economy of the future as well. Yet, increasingly, this understanding of what a just transition entails is view...
Virtual power plants can help electric grid operators address supply shortages and reliability concerns, but policy support is needed. --- The U.S. electrical grid is under growing stress, raising concern that recent widescale power outages may signal more grid challenges to come. In recent years, electricity demand has grown at an accelerating pace while, at the same time, power supply has tightened as existing power plants have retired and grid operators have struggled to bring new sources of ...
David Spence explores the rise of identity politics in the U.S. and how it has fueled bitter partisanship over the transition to clean energy. --- Throughout American history, opposing political parties have at times set aside their differences to create “republican moments”— periods of bold, bipartisan action to address critical challenges. Today, such moments may seem unlikely, yet the need for collective action remains urgent. This is particularly true for accelerating the transition to a low...
Nvidia’s director of accelerated computing, and a Penn expert in AI and datacenters, explain why AI uses so much energy, and how its energy appetite might be curbed. --- Artificial Intelligence is taking off. In just under two years since the introduction of Chat GPT, the first popular AI chatbot, the global number of AI bot users has grown to one and a half billion. Yet, for the U.S. electricity grid, AI’s dramatic growth could not have come at a more challenging time. AI is energy-intensive, a...
Time-of-use electricity rates can save consumers money and optimize renewable power. But they can backfire if not carefully designed. --- A notable feature of the U.S. electricity system is the disconnect between the cost of generating electricity and the prices most consumers pay for power at any given time. Flat-rate pricing, where consumers pay the same rate for power regardless of demand, discourages efficient electricity use, leading to increased strain on the grid. As concerns about reliab...
For the month of August, we’re highlighting episodes from the 2023-2024 season of Energy Policy Now. We’ll be back with new content, and a new season, on September the 10th. Climatologist Michael Mann discusses his new book on Earth’s climate past, with insights into our climate future. --- (This episode was recorded on September 14, 2023) Renowned Penn climatologist Michael Mann’s latest book, “Our Fragile Moment,” explores the history of climate change and the lessons it can provide into the t...
For the month of August, we’re highlighting episodes from the 2023-2024 season of Energy Policy Now. We’ll be back with new content, and a new season, on September the 10th. Senator Sheldon Whitehouse discusses the prospects for bipartisan U.S. carbon border fee legislation, and the need to protect the Biden administration’s clean energy and climate achievements. --- (This episode was recorded on March 15, 2024, during Penn Energy Week) Senator Sheldon Whitehouse has a reputation as an advocate ...
Two experts discuss the geopolitical risks of solar geoengineering and the need for global governance frameworks to prevent conflict. --- Solar geoengineering, the deliberate modification of Earth’s atmosphere to curb global warming, still seems like science fiction. However, research is progressing rapidly, and geoengineering’s potential implementation has drawn the attention of the United States Congress, which has mandated a research plan to explore its human and societal impacts. On the podc...
Kleinman Center senior fellow Danny Cullenward examines the integrity, effectiveness, and climate impact of voluntary carbon markets. --- Last year, an investigation by the Guardian and Corporate Accountability found that most of the world’s largest carbon dioxide offset projects failed to deliver promised climate benefits. The report is among several questioning the integrity and effectiveness of voluntary carbon offset programs in achieving net-zero emissions and stabilizing global temperature...
The EPA's methane rules for the oil and gas industry will depend on new technologies to monitor and verify climate impacts. --- In December the Environmental Protection Agency introduced regulations to limit the amount of methane that escapes into the atmosphere from the oil and gas industry. In theory, the path to reducing emissions should be relatively straightforward. Efforts will focus on stopping the routine venting of methane from wells, and on the plugging of leaks from pipelines and othe...
Natural gas market expert Anne-Sophie Corbeau explores the global outlook for LNG demand, and the potential for this demand to support the rapid expansion of U.S. LNG export capacity. --- The United States emerged as the leading global exporter of liquefied natural gas (LNG) in 2023, surpassing long-standing leaders Qatar and Australia. Looking ahead, U.S. LNG exports are projected to double by the end of the decade as new export facilities are developed along the U.S. coastline. This rapid expa...
As the nation’s reliance on natural gas as a fuel for electricity generation has grown, so have reliability challenges. --- Over 40% of U.S. electricity is generated by gas-fired powerplants yet, double the role the fuel played two decades ago. Yet the past few years have exposed risks arising from our growing reliance on gas-fired generation. Major power outages in Texas and the Eastern U.S. have highlighted the fact that gas generators are vulnerable to disruption of the natural gas supply net...
Canary Media senior editor Eric Wesoff explains the latest in a history of solar PV trade disputes involving the U.S. and China, and what it could mean for the growth of solar power and domestic solar manufacturing. --- In April, a coalition of U.S. photovoltaics manufacturers petitioned the Department of Commerce to impose anti-dumping tariffs on solar panels from four Southeast Asian countries. The move is the latest in a long history of solar trade disputes involving China and, more recently,...
Kleinman Center visiting scholar Severin Borenstein discusses California’s struggle to balance residential solar growth with electricity rate equity. --- California’s residential solar market is at a critical inflection point after years of strong growth. Last year the state, which has more rooftop solar than any other, lowered the net metering rate that it pays solar households for the excess electricity that they feed into the electric grid. The policy change contributed to a steep decline in ...
An expert in electricity markets explains why market price signals alone will struggle to incentivize adequate investment in the flexible electricity resources needed for future grid reliability. -- In the 1990s the process of deregulation – or restructuring – of the U.S. electricity system began, leading to the introduction of competition to an industry that had for a century been dominated by vertically-integrated utility monopolies. Today, competitive markets produce two-thirds of the electri...
Senator Sheldon Whitehouse discusses the prospects for bipartisan U.S. carbon border fee legislation, and the need to protect the Biden administration’s clean energy and climate achievements. --- (This episode was recorded on March 15, 2024, during Penn Energy Week) Senator Sheldon Whitehouse has a reputation as an advocate for strong climate policies in Congress. The Rhode Island Democrat gained national attention over a decade ago when he gave the first of more than 290 “Time to Wake Up” clima...
The U.S. Department of the Treasury is finalizing rules that will determine which new clean hydrogen projects will receive the IRA’s generous 45V tax incentives, and whether those projects will deliver promised climate benefits. --- The Inflation Reduction Act provides a range of incentives for the development of clean energy resources in the United States. Highest profile among those incentives are hundreds of billions of dollars in tax credits earmarked for new wind and solar power projects. Y...
Physical attacks on critical European energy infrastructure have risen since the outbreak of the war in Ukraine, threatening energy security and the pace of the low-carbon transition. --- Sabotage of critical energy infrastructure has been on the rise, most prominently in Europe, where multiple attacks have targeted subsea electric transmission cables and natural gas pipelines, including Nordstream, since the start of the war in Ukraine. These disruptions come at a time of upheaval in the energy...
Local opposition to clean energy projects slows the transition to a low carbon energy system. A legal expert explores how a national policy of “repurposed energy” could speed things up. --- Clean energy infrastructure projects often face opposition from communities where they would be built, a fact that stands in the way of efforts to rapidly lower energy-sector carbon emissions. Alexandra Klass, a professor of law at the University of Michigan Law School, explores how “repurposed energy”, which...
Each fall, the Kleinman Center for Energy Policy hosts a student blog competition, where students from any field of study can showcase their creativity, innovation, and passion for energy policy and sustainability. This year, we welcomed audio submissions, and we’re featuring our first-place audio blog here. This year’s winner is Benjamin Chen, a junior majoring in economics and minoring in computer science and environmental management. Ben’s winning audio blog is titled “Corporate Disclosure La...
A national network of CO2 and biomass transportation infrastructure, spanning pipelines to rail routes, will be needed to support the permanent removal of atmospheric CO2. Can the network be economically built? --- In December the Lawrence Livermore National Laboratory published Roads to Removal: Options for Carbon Dioxide Removal in the United States , which explores pathways to permanently remove carbon dioxide from Earth’s atmosphere. The report provides a granular, county-by-county look at t...
Cary Coglianese, director of the Penn Program on Regulation, explores AI’s potential to help regulators keep pace with energy sector growth and climate-tech innovation. --- The ongoing transition to a cleaner energy system has positive implications for climate, energy security and equity. Yet the same transition poses myriad challenges for regulators, who are faced with an energy system that is more complex and distributed than ever, and where rapid innovation threatens to outpace their ability ...
Ari Peskoe, director of Harvard Law School’s Electricity Law Initiative, discusses FERC’s pending reforms to the electric transmission development process in the U.S., and legal challenges they'll likely face. Description Nearly two years ago, the U.S. Federal Energy Regulatory Commission proposed a set of regulatory reforms to speed a much-needed expansion of the nation’s network of long distance electric transmission lines. FERC’s final rules, which are likely to arrive this year, are expected...
