Category: Podcast

39. Chris Creed, DOE Loan Programs Office: big loans, EVs, batteries, energy transition, US infrastructure, lithium, commercial liftoff

39. Chris Creed, DOE Loan Programs Office: big loans, EVs, batteries, energy transition, US infrastructure, lithium, commercial liftoff

By |

Interested in a piece of a $400 billion pie from which Tesla once took a $465MM bite?  Chris Creed, Chief Investment Officer of the Department of Energy’s Loan Program’s Office spoke to me about how the pie is made available to innovators or scalers in renewable energy and energy infrastructure.  He discussed suitable projects, financial metrics and loan terms.   Recent LPO facilities include the subject of our Episode 33, the ACES Delta hydrogen storage program,  $2.2BN for Nevada’s Thacker Lithium Mine, and GM’s Ultium and Ford’s BlueOval battery efforts.  Chris works with Jigar Shah, Director of the LPO and co-founder of Sun Edison.  

You can read the related article here in 3 minutes.    The LPO monthly activity report is here.  

Time stamps below. On some podcast players you can click the timestamp to jump to it.

(0:00) Introduction

(2:26) Chris Creed and intro to the LPO

(6:30) Chris’ background

(9:55) “Bridge to bankability”; innovation; infrastructure

(14:40) The kinds of risks LPO will take

(21:57) Terms, conditions & diligence

(27:01) Community benefits

(29:19) The role of large/small companies and private debt/equity

(36:37) Related Tech Cars Machines episodes

Host: Ali Tabibian of GTK Partners. 

Podcast: Play in new window | Download

38. Dr. Jeffrey Goldmeer, Global Hydrogen Value Chain Leader, GE Vernova

38. Dr. Jeffrey Goldmeer, Global Hydrogen Value Chain Leader, GE Vernova

By |

GE’s “fuels guy” and current Global Hydrogen Value Chain Leader at GE Vernova, Dr. Jeffrey Goldmeer, shares his 23 years of experience and insight on energy generation, energy transition, the electric grid, and the role of hydrogen.

We got technical in an accessible way about electric grid characteristics and how the transition to carbon-free sources influences them. One thousand six hundred miles of existing hydrogen pipeline, 50+ years of experience burning hydrogen as a fuel (100,000+ hours at one GE installation alone), and a vast ammonia transport network for fertilizers imply that technical breakthroughs aren’t the main gating items — infrastructure investments and subsidies are.  Jeff is a natural teacher and host of the Cutting Carbon podcast.

You can read the related article here in 4 minutes.

The Cutting Carbon podcast is here.

GE Vernova’s hydrogen-fueled turbines website page is here and very informative.

Host: Ali Tabibian of GTK Partners.

Podcast: Play in new window | Download

37. Neil Banwart, CIO, Midwest Alliance for Clean Hydrogen

37. Neil Banwart, CIO, Midwest Alliance for Clean Hydrogen

By |

You get a billion! And you get a billion! And YOU get a billion! (repeat 4 more times).

The Department of Energy recently announced seven recipients of a total $7 billion who will build hydrogen hubs around the U.S.  The auto and steel sectors, concentrated around Michigan, Indiana and Illinois, are covered by the Midwest Alliance for Clean Hydrogen (MachH2).  Neil Banwart, MachH2’s CIO, talked with Ali Tabibian about how the hub will use scale to demonstrate the economics of hydrogen across diversified production methods and applications.  We discussed green, blue, pink and white hydrogen, and applications in heavy-duty transportation, marine and air travel.  We touched on the program’s commitment to social justice as the Inflation Reduction Act prescribes.

You can read the related article here in 3 minutes.

Host: Ali Tabibian of GTK Partners.

Podcast: Play in new window | Download

36. Peter Vaughan Schmidt, CEO, Torc Robotics (Daimler)

36. Peter Vaughan Schmidt, CEO, Torc Robotics (Daimler)

By |

Cars that drive themselves not enough for you? How about trucks? 80,000 pound trucks.  Flying down the highway.

Peter Vaughan Schmidt, CEO of Torc Robotics, an independent autonomy holding of Daimler Truck, describes his “no hobbies” focus on long-haul, Class 8 applications. From, “no hobbies”, to  scalable commercial deployment in 2027, to “no limits” afterwards!

You can read the related article here (3 minute read).  More information on your host Ali Tabibian and GTK Partners.

Podcast: Play in new window | Download

35. Paul Mitchell, Chairman and President, Indy Autonomous Challenge

35. Paul Mitchell, Chairman and President, Indy Autonomous Challenge

By |

Cars that drive themselves not enough for you? How about when they do it at 192 MPH? And head-to-head on a racetrack. With no remote intervention. In total darkness.

Paul Mitchell, Chairman and President of the Indy Autonomous Challenge, and I talk at the Las Vegas International Speedway. He tells me how this is possible, what it means for all of us, and what’s next.

A raw transcript is here.  More information on your host Ali Tabibian and GTK Partners.

Podcast: Play in new window | Download

34. CES 2024: The Inside Scoop

34. CES 2024: The Inside Scoop

By |

A summary for executives, capital allocators, technologists, geeks and generally enthusiastic people.  A behind-the-curtains view of trends in M&A, financing, AI, autos, autonomy, electric vehicles, and the Internet of Things.

A raw transcript is here.  More information on your host Ali Tabibian and GTK Partners.

Links to mentioned companies: Torc and Daimler Trucks; Indy Autonomous Challenge; Mercedes Benz in-vehicle NFT (no joke); L’Oreal’s generative AI; Foretellix’s ADAS development platform; wireless charging:  WiTricity and Ossia; accessibility tech: Gryogear hand stabilizer and Xander audio captioning glasses.

Podcast: Play in new window | Download

33. ACES Delta: A Back Door to Hydrogen Transportation

33. ACES Delta: A Back Door to Hydrogen Transportation

By |

Can electric batteries provide power for heavy-duty and long-haul applications in trucking, mining, agriculture and shipping?  Probably not.  Most insiders think hydrogen power will be required.  Will a simultaneous investment in hydrogen production, its distribution networks and hydrogen-capable vehicles pay off?  Probably not.

Leveraging more economically justifiable uses for hydrogen outside of transportation may provide a path.  We explore how projects like the massive ACES Delta hydrogen storage facility in Utah, recently majority-owned by Chevron, could jump-start viable hydrogen transportation.

A raw transcript is here.  More information on your host Ali Tabibian and GTK Partners.

The ACES Delta website, the Department of Energy’s overview of the program, Mistubishi Power’s press releases are here, as is an excellent article on the project.

Podcast: Play in new window | Download

32. Joachim Rosenberg, Head of Strategy, Volvo Group

32. Joachim Rosenberg, Head of Strategy, Volvo Group

By |

Joachim Rosenberg is with Volvo Group, one of the world’s largest producers of medium- and heavy-duty commercial vehicles.  He is Executive Vice President, Volvo Group Strategic Initiatives and President Volvo Energy.  Joachim describes Volvo’s deep and sincere commitment to sustainability throughout its value chain, including its suppliers, its own operations, and in the “second life” of its products after their initial use by customers.  Joachim touches on the full suite of powertrain technologies including battery electric, hydrogen fuel cell and even combustion engines.

You can find a transcript and web player here.

Learn more about Volvo and Joachim, GTK and your host Ali Tabibian. If links aren’t active in your app, please go to www.gtkpartners.com/tcm.

Podcast: Play in new window | Download

14. Alysia Green, CIO, Exploration Business, Chevron

14. Alysia Green, CIO, Exploration Business, Chevron

By |

Listen to Alysia Green, Chief Information Officer of Chevron’s upstream energy exploration business, describe the interaction of Information Technology and Operational Technology.  She discusses what’s shared and what’s different,

Podcast: Play in new window | Download

12. Bill Ruh, CEO, GE Digital

12. Bill Ruh, CEO, GE Digital

By |

Listen to Bill Ruh, Chief Executive Officer of GE Digital, describe the genesis of GE Digital in 2011 when he joined GE from Cisco.   Bill explains the lessons learned in establishing the leading industrial internet of things player and why GE Digital’s offerings are what they are today.  Listen to Bill describe how to innovate within a large company.

Learn more about GE Digital and Bill.  More about GTK, your host Ali Tabibian, our conferences, publications and subscriptions thereto. If links aren’t active in your app, please go to www.techcarsmachines.com.

A raw transcript is here.

Podcast: Play in new window | Download

Archives

Categories