The Big Wide Door Opening for Biofuels

The grid is straining under AI-driven demand, aging infrastructure, and climate-fueled weather events — and Robert W. Cross believes the answers already exist. The harder question is whether the industry can come together to deploy them. In this episode, host Elisa Wood talks with Cross, founder of Cross Consulting and principal at the cleantech design studio Outfit, about why distributed energy may be the relief valve utilities need, why storytelling is the industry's most underrated tool, and what he's building at The Great Transformation 2026, a curated, single-track summit in Bend, Oregon (July 8–10).They dig into the collision between an "irresistible force" — distributed energy resources — and the "immovable object" of the legacy utility model, the gap between feasibility and bankability, and why Cross is intentionally designing his event to create constructive professional conflict. It's a candid conversation about scale, finance, policy whiplash, and the case for getting builders, bankers, regulators, and dreamers into the same room.Learn more and subscribe to the free newsletter at energychangemakers.com.

Electricity prices are rising, data centers are struggling to connect, and consumers are feeling the pinch — yet utilities keep reporting record earnings. What's going wrong, and how do we fix it? In this episode, Elisa Wood speaks with Michael Lee, former CEO of Octopus Energy US and founder of Distributed Grid, about the structural flaw at the heart of the American utility model: an incentive system that rewards building infrastructure regardless of whether it is needed.Lee argues that this cost-of-service model — largely unchanged for a century — is driving an inflationary spiral in electricity rates and blocking the distributed energy resources that could make the grid more affordable and resilient. But his argument is not simply that utilities are bad actors. It is that utilities are rational actors operating under the wrong rules. Change the rules — and the business model — and utilities could earn more revenue by coordinating a decentralized grid than by building poles and wires.Lee lays out a detailed roadmap: from reframing utilities as "network coordinators" to paying them for outcomes (reliability, affordability, speed to power) rather than capital deployed. He also confronts the political and social complexities — utility shareholders who depend on dividends, governors who fear blackouts, and a public that has never had to think about how electricity works. The conversation is both an indictment of the status quo and a genuine blueprint for a better grid.

Produced in partnership with Xendee, this podcast explores the market dynamics that led the company to create a free, non-commercial gathering for the microgrid industry. In their conversation, Elisa Wood and Xendee CTO Michael Stadler discuss what's been holding microgrids back from achieving their full market potential, how utilities treat them, and why data centers are opening up opportunities that are reconfiguring what microgrids look like.Called University Week, the virtual event will be held June 8-10, 2026. Sessions will focus on:—Misperceptions and limited knowledge about microgrids and DERs—Macro market challenges—Older centralized technologies and grid limitations—Fragmented market with no common voice for the industryRegistration is free: https://xendee.com/xendee-university-week?.

What does it take to build a billion-dollar biofuels company from inside one of energy’s most durable entrepreneurial firms?Michael Bakas has spent 25 years at Ameresco — and now he’s leading Neogenyx Fuels, a new $1.8 billion joint venture with HASI. Elisa Wood of Energy Changemakers gets the full story: the cocktail-napkin founding of Ameresco, the dual energy crisis (geopolitics + AI demand), and why RNG’s global moment has arrived.Whether you work in energy development, finance, policy, or utilities — or you’re simply watching the clean energy transition unfold — this conversation is a rare look at how one company has been building the infrastructure for what now appears to be America’s biofuel moment.

Produced in partnership with Xendee, this podcast explores the market dynamics that led the company to create a free, non-commercial educational gathering for the microgrid industry.In their conversation, Elisa Wood and Xendee CTO Michael Stadler discuss what’s been holding microgrids back from achieving their full market potential, how utilities treat them, and why data centers are opening up opportunities that are reconfiguring what microgrids look like.For more information, join Xendee and Energy Changemakers at University Week, a virtual event that will be held June 8-10, 2026.Sessions will focus on:Misperceptions and limited knowledge about microgrids and DERsMacro market challengesOlder centralized technologies and grid limitationsFragmented market with no common voice for the industryRegistration is free. https://xendee.com/xendee-university-week?utm_source=ecm

This episode revisits one of the most-listened-to conversations in Energy Changemakers history—a three-way dialogue between Kay Aikin (CEO of Dynamic Grid, Maine), Lorenzo Kristov (independent grid market architect and formerly of California ISO), and Mark Paterson (Principal and Lead Systems Architect, Energy Catalyst, Australia). The original episode aired in 2024; this return engagement goes deeper, reexamining the concept of energy abundance through a more refined and urgent lens.The conversation takes direct aim at the dominant political narrative of “generate, generate, generate”—the idea that energy problems are simply solved by producing more power. The guests argue that this approach confuses quantity with quality, and supply with access. They introduce the concept of “smart abundance” versus “dumb abundance,” and make the case that a truly abundant energy future must be planned from the bottom up, starting closest to the user, not at the distant bulk power system.Ranging across economics, physics, regulatory law, and systems theory—and drawing analogies from photosynthesis to mycelial forest networks to Windows 97—the three guests explain why the current grid architecture is structurally incapable of delivering on the promise of energy abundance, and what reforms in planning, regulation, and market design would make the transformation possible. Australia’s experience with surplus renewables and minimum system demand serves as a real-world case study of what happens when abundance arrives without the right operating system to manage it.

The Pew Charitable Trusts has released a long-awaited policy playbook for scaling distributed energy resources (DERs) across the United States. In this episode, host Elisa Wood sits down with the two co-chairs of the Pew DER Advisory Council — Audrey Zibelman and Pat Wood III — to unpack what the playbook says, why DER deployment has stalled despite a clear business case, and what policymakers can do right now to change the trajectory.The conversation moves from high-level regulatory philosophy to the practical mechanics of utility incentive design, FERC jurisdiction, virtual power plants, and the pros and cons of America's 50-state laboratory approach to energy regulation. Both guests bring decades of first-hand experience reshaping the grid — Zibelman from New York's REV framework and Australia's national DER strategy, Wood from opening the Texas and wholesale power markets.

The US grid is under pressure — surging demand from data centers, EVs, and industrial expansion is forcing expensive infrastructure upgrades. But what if a significant share of that relief could come for free? In this bonus episode, Elisa Wood sits down with Vincent Petit, SVP of Climate and Energy Transition Research at the Schneider Electric Sustainability Research Institute (SRI), to explore a provocative finding from the institute's latest research: when building owners invest in microgrids to optimize their own financial returns, the grid benefits as a byproduct — at zero marginal cost to grid operators.The research, spanning five commercial building types and 13 geographies worldwide, finds that microgrids can deliver 20–40% power headroom recovery on average, with some configurations reaching 60%. And in 80% of modeled scenarios, the building owner achieves payback in under ten years — meaning the grid gets relief without spending a dollar.This conversation reframes microgrids not as niche resilience tools, but as a scalable, privately financed mechanism for managing the coming demand surge — if the price signals are right.

Montgomery County, Maryland — located just outside Washington, D.C. — has emerged as one of the most ambitious local governments in the United States when it comes to distributed energy, microgrids, and clean power resilience. Since its first microgrid went online in 2018, the county has built out a portfolio of advanced installations at public safety facilities, a correctional facility, electric bus depots, and smaller community sites. Now, with 23 “resilient hub” microgrids under development and plans to produce on-site green hydrogen for its transit fleet, Montgomery County is redefining what local energy leadership looks like.In this conversation, host Elisa Wood sits down with two key architects of this vision: Michael Yambrach, Chief of Montgomery County’s Office of Energy and Sustainability, who has overseen the county’s energy evolution since 2014; and Khaled Fakhuri, Senior Vice President of Schneider Electric’s Microgrid Business, the county’s long-term development partner. Together, they unpack how the county got here, how the public-private partnership model works, and what the future of microgrids looks like at local, national, and even data-center scale

For years, utilities and the distributed energy industry fought bitter battles over net metering, revenue erosion, and who controls the grid. Now, something has shifted. In this episode of the Energy Changemakers Podcast, host Elisa Wood sits down with Marco Krapels, SVP and Chief Marketing Officer at Enphase Energy, to explore a striking reversal: utilities that once viewed rooftop solar as a threat are now actively seeking out DER companies as partners.The catalyst? Data centers. The explosive growth of AI and digital infrastructure is driving electricity demand at a scale that centralized generation simply cannot meet fast enough — and utilities are starting to realize that 80 million untapped American rooftops may be part of the answer.Krapels brings both battle scars and optimism to this conversation. A former investment banker turned clean energy executive, he helped build SolarCity into the country's largest solar company and fought landmark net-metering wars in Nevada. Now, from Enphase — which celebrates its 20th anniversary this year — he describes a world where bundled, flexible distributed energy resources (solar + battery + bidirectional EV charger + smart home management) form dispatchable virtual power plants that utilities can actually rely on. And he argues it's not a future scenario. It's already happening.