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Interchange Recharged

Interchange Recharged

By: Wood Mackenzie
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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.

Your host is Sylvia Leyva Martinez, principal analyst and research director at Wood Mackenzie. When Sylvia isn't tracking the technologies and markets driving the build-out of renewable power, she's speaking with 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 does the surge in data-centre demand mean for the grid, and who pays for it? What's happening in global EV adoption and development? What's the forecast for solar, 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, Catalyst with Shayle Kann, The Big Switch from Columbia University, Open Circuit with Jigar Shah or The Green Blueprint, you’ll enjoy Interchange Recharged.

Want to get involved with the show? Reach out to podcasts@woodmac.com to:

Bring Bridget and Interchange Recharged to your event

Be a guest on the show

Sponsor an episode

Ask a question to Bridget or one of our guests

Check out another leading clean tech global podcast by Wood Mackenzie, Energy Gang, at woodmac.com/podcasts/the-energy-gang

Wood Mackenzie is the leading global data and analytics solutions provider for renewables, energy and natural resources. Learn more about Wood Mackenzie on the official website: https://www.woodmac.com/

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Economics Politics & Government
Episodes
  • Re-release: Fuel cells are powering AI data center demand: they’ve moved from interesting clean tech to major player
    Oct 20 2026

    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 averaging 435MW a month, and there’s around 175GW of large-load capacity already committed or under construction. AI hyperscalers are looking for innovative ways to meet their energy demands. It’s one of the biggest infrastructure challenges in energy right now: how to deliver reliable, fast power without derailing climate and decarbonisation goals. Joining interim host Bridget van Dorsten is Akhil Batheja, Director of Technology Strategy at Bloom Energy, to unpack why fuel cells have moved from “interesting clean technology” to the epicentre of the data-centre power conversation - and what that shift means for utilities, energy projects, and energy policy.

    Together they discuss how solid oxide fuel cells differ from turbines, engines and batteries - from efficiency and permitting advantages to “Lego block” scalability - and why “time to power” is becoming the defining metric for data center owners. Bridget and Akhil explore grid resilience and the realities of operating off-grid campuses, how fuel cells can handle spiky AI workloads using supercapacitors, and why a future high-voltage DC architecture could reshape data-centre efficiency. Finally, they look at pathways to cleaner fuels, including hydrogen, renewable energy-linked fuels like biogas/RNG, and carbon capture, plus the role of energy finance and green finance in accelerating climate change solutions across the energy transition.

    See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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    44 mins
  • Re-release: Building the plane while it’s flying: data centers, utilities, and the new rules of power
    Oct 6 2026

    After more than a decade of flat demand, the US power sector is now facing explosive growth, arriving faster than grids, generation, and transmission can be built. In this episode, Interim host of Interchange Recharged Bridget van Dorsten is joined by Chris Seiple, Vice Chairman of Power & Renewables at Wood Mackenzie, to unpack one of the defining challenges facing the modern energy system: how utilities, developers, and policymakers are responding to an unprecedented surge in electricity demand driven by data centres, AI, and reshoring manufacturing.

    Bridget and Chris explore what makes this moment different, why planning cycles are colliding with short technology investment horizons, and how this mismatch is forcing a fundamental rethink of how the power business works, from energy policy to energy finance. The main point is that the difference between regulated and deregulated markets is widening, as vertically integrated utilities strengthen their advantage in managing large loads.

    New mechanisms like large-load tariffs are reshaping rate design, investment risk, and affordability - Chris explains how. Plus, deregulated markets may be approaching a tipping point, as traditional price signals struggle to accommodate demand arriving at this scale and speed. What does it all mean for energy?

    Crucially, the episode looks beyond the immediate crunch to the longer-term implications for the energy transition. From renewable energy and solar energy pipelines to grid resilience, transmission innovation, and behind-the-meter solutions, this demand boom could become a powerful catalyst for clean tech, clean technology, and energy innovation, even as subsidy regimes change and capital costs rise.

    The discussion also touches on the role of hydrogen, nuclear, and emerging grid technologies in supporting future energy projects, and why this period of rapid load growth may ultimately accelerate decarbonisation rather than slow it. If you’re tracking climate policy, climate change, green finance, and long-term energy predictions, this episode is for you; hear why today’s data centre boom could shape the next several decades of the power system.


    This episode is brought to you by twentytwo & brand – a marketing and PR agency built specifically for energy leaders.

    Lots of agencies say they work with energy companies. twentytwo & brand was built for them. They've partnered with more than 120 companies driving the energy transition – from growth-stage startups to globally recognised industry leaders. Media relations, brand design, video, paid advertising and community engagement – they cover it all under one roof. No onboarding lag, no industry crash course – they speak your language on day one. If you're ready to sharpen your story and supercharge your marketing, find them here.

    See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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    44 mins
  • When hydro is no longer enough: Colombia’s race to diversify before the next El Niño
    Sep 22 2026

    Colombia’s power system was built around a powerful advantage: abundant hydropower backed by domestic gas, delivering electricity that was relatively cheap, relatively clean, and largely local. But that model is coming under pressure from two directions at once. Climate volatility is making dry years more dangerous, and gas is no longer the easy fallback it once was. As a potentially severe El Niño approaches, the central question is no longer just how much installed capacity the country has on paper. It is whether the system has enough firm, flexible energy to meet rising demand without driving up prices or risking shortages.

    Host Sylvia Leyva Martinez is joined by Álvaro Villasante, Vice President of Business Management and Innovation at Grupo Energía Bogotá, to examine how that shift is changing the energy debate in Colombia. Their core argument is that hydropower remains a strategic strength, but it can no longer be treated as a sufficient foundation on its own. As gas production declines and imports become more important, the backup system is getting more expensive and more exposed, turning what used to be a relatively stable balance between hydro and thermal generation into a more fragile equation shaped by infrastructure, timing, and security of supply.

    A large part of the discussion focuses on what can realistically be done before the next stress event arrives. Álvaro argues that long-term renewables auctions are directionally right, but they do little to solve an immediate risk window running through 2026 and 2027. In the near term, the priorities are more practical: manage reservoirs carefully, accelerate gas-import infrastructure, and treat demand response and energy efficiency as system tools rather than side issues. The broader lesson comes from Brazil, where a more diversified generation mix and stronger transmission buildout have made it easier to move power across regions and absorb volatility, offering a useful contrast for a Colombian system still trying to catch up on grid investment.

    The episode also broadens the conversation beyond market design and megawatts. Álvaro makes the case that energy security is ultimately about people: whether infrastructure reaches communities, whether electricity remains affordable, and whether reliable access is treated as a development priority rather than an abstract policy goal. The takeaway is that Colombia’s next energy challenge will not be solved by one technology alone. It will be decided by how quickly the country can move from discussion to execution on gas, transmission, renewables, storage, and demand-side measures before climate pressure exposes the full cost of delay.

    You can learn more about the solar schools Alvaro speaks about in this episode here: https://www.grupoenergiabogota.com/actualidad-geb/comunicados-2022/aulas-solares-interactivas-apuesta-de-innovacion-del-geb-para-cerrar-brechas

    This episode is brought to you by twentytwo & brand – a marketing and PR agency built specifically for energy leaders.

    Lots of agencies say they work with energy companies. twentytwo & brand was built for them. They've partnered with more than 120 companies driving the energy transition – from growth-stage startups to globally recognised industry leaders. Media relations, brand design, video, paid advertising and community engagement – they cover it all under one roof. No onboarding lag, no industry crash course – they speak your language on day one. If you're ready to sharpen your story and supercharge your marketing, find them here.

    See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    Show More Show Less
    43 mins
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