Lately, everyone from Tony Blair to Daniel Yergin is calling for a “climate reset,” so I brought on clean-energy analyst Michael Liebreich to discuss his own, very different version. While others push expensive distractions, Liebreich argues that the inexorable growth of cheap renewables is already on track to displace fossil fuels, a “tortoise” strategy that will win without the need for crisis politics.

In this episode I’m joined by Wilson Ricks and Killian Daly, who are involved in the process of updating the Greenhouse Gas Protocol that governs (among other things) corporate clean-energy procurement. We explore the proposed shift to requiring hourly, local matching for Renewable Energy Certificates (RECs), a change designed to end the “race to the bottom” where companies buy cheap, low-impact RECs to paper over the fact that being “100 percent clean” is genuinely difficult.

Redwood Materials has long dominated EV battery recycling, but what if they could drain every last drop of energy from those batteries before recycling them? I talk with the company’s CTO, Colin Campbell, about Redwood Energy, a new division doing just that by deploying used batteries as grid-scale storage at a massive scale. This isn’t just a side project; it’s a plan to turn a massive wave of incoming used batteries into a key resource for the grid.