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Navigating the world after OB3
Implications for innovation and local manufacturing (Recorded live at RE+)
Sylvia Leyva Martinez
Director, North America Utility-Scale Solar and Host of Interchange Recharged podcast
Sylvia Leyva Martinez
Director, North America Utility-Scale Solar and Host of Interchange Recharged podcast
Sylvia researches market dynamics, business models, market developments and financial strategies of solar PV projects
View Sylvia Leyva Martinez's full profileRecorded live at RE+, Sylvia Leyva Martinez, Research Director at Wood Mackenzie, hosts Ryan Chen and Neil Bradshaw from Hithium to unpack the true costs of OB3, the constraints on innovation and fire safety as result of the bill and the future possibilities for AIDC.
Neil Bradshaw is Director of Global Applications Engineering, and takes the view that even US manufacturers aren’t immune from the OBBA’s sweeping impact on supply chains: “imagine you are a manufacturer based in the US but you're importing parts, and all of a sudden you have a policy that comes through that changes how you bring in parts and maybe you can't find local cells or you can't find a certain component,” he says. How are manufacturers responding to this uncertainty? How are they planning for the next few years, never mind decades?
Ryan Chen is Chief of Staff to the Chairman at Hithium, and he shares with Sylvia how Hithium is betting big on Texas manufacturing, investing before they even had offtake agreements in place. You’ll hear how they’re importing not just equipment but full-scale Chinese manufacturing practices - down to autonomous container movers - and why true scale is the only way to compete.
Plus, hear how AI is driving new demand for storage, how bankruptcies are shaking up the talent market, and why even something as small as a paint colour change can cost millions in safety testing.
Got power? At Hithium Energy Storage, we make sure the answer is always yes. Hithium delivers safe, reliable, profitable energy solutions that keep the clean energy transition moving forward. Let green energy benefit all. Trusted worldwide, built to last. Reach out and let’s talk energy that works—for good!
Interchange Recharged explores clean tech, green finance and energy innovation, 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.
Sylvia Leyva Martinez, Research Director at Wood Mackenzie, and her guests bring you data and forecasts on clean technology, climate change, and offer predictions on the build out of utility-scale projects and the future of green finance.
Check out another leading clean tech global podcast by Wood Mackenzie, Energy Gang.
Follow Interchange Recharged so you don’t miss an episode on Apple Podcasts or Spotify. Find us on X and Bluesky – we’re @interchangeshow.
Business as usual is over
Introducing the latest insight from our thought leaders, the book Connected: Bringing predictability to the increasingly uncertain world of energy.
As climate change accelerates and geopolitical tensions reshape global markets, the energy landscape has become increasingly interconnected. Connected explores why those interconnections have developed, and how they bring clarity to the most important decisions we make about the future of energy.
