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What if the clean energy transition depended on potato-sized rocks four miles under the Pacific, and we’ve barely started talking about it?

In this episode I’m joined by Oliver Gunasekara, CEO and co-founder of Impossible Metals, to tackle one of the most uncomfortable truths in climate tech: there is no net zero without mining. We dig into how deep sea polymetallic nodules, AI-driven underwater robots and smarter policy could reshape the energy transition, emissions reduction, and even the geopolitical balance with China.

You’ll hear why 84% of global mining today is still for fossil fuels – and what happens to decarbonisation when ore grades on land collapse to 0.2% while nodules sit at the 4% level. We get into how autonomous robots can hover above the seabed, detect and avoid life, and selectively collect nodules, and why the choice of mining technology matters as much as the decision to mine at all.

We also explore the hard politics: critical minerals as a strategic vulnerability, the West’s dependence on Chinese processing, and why delaying decisions on deep sea mining could mean more rainforest lost, higher battery prices, and a slower energy transition. Kismet: the market for nickel, cobalt, copper and manganese is on track to hit $1 trillion a year by 2035 – and we’re still arguing about whether mining “counts” as climate tech.

🎙️ Listen now to hear how Oliver and Impossible Metals are trying to square the circle: scaling climate tech and critical minerals without trashing the planet in the process.

Podcast supporters
I'd like to sincerely thank this podcast's amazing subscribers:

• Michael Jacobson
• Cecilia Skarupa
• Ben Gross
• Jerry Sweeney
• Andreas Werner
• Stephen Carroll
• Roger Arnold

And remember you too can Subscribe to the Podcast - it is really easy and hugely important as it will enable me to continue to create more excellent Climate Confident episodes like this one, as well as give you access to the entire back catalog of Climate Confident episodes.

Contact
If you have any comments/suggestions or questions for the podcast - get in touch via direct message on Twitter/LinkedIn.

If you liked this show, please don't forget to rate and/or review it. It makes a big difference to help new people discover the show.

Credits
Music credits - Intro by Joseph McDade, and Outro music for this podcast was composed, played, and produced by my daughter Luna Juniper

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What happens when solar stops being just “cheap” and becomes game-changingly efficient as well, pushing past 30% and reshaping global power economics?

In this episode, I sit down with Aaron Thurlow, a 25-year solar veteran and commercial lead at Caelux, to unpack how perovskite-silicon tandem modules could transform not just clean energy - but the resilience, cost base, and strategic footing of every organisation betting on electrification. With AI, manufacturing, and data centres driving power demand through the roof, the timing couldn’t be more critical.

You’ll hear how silicon, after 50 years of slow gains, is suddenly getting a step-change boost - not from exotic space tech, but from a thin layer of perovskites that can add 5–6 efficiency points in a single leap. We break down why this matters for utility-scale projects, residential economics, and global supply chain risk as manufacturing begins to regionalise.

You might be surprised to learn how close this is to reality: Caelux has already shipped its first commercial product, with more deployments planned in 2026. And Aaron explains why this shift could help companies bridge policy uncertainty, lower project costs, and even change the global balance of energy independence.

🎙️ Listen now to hear how Caelux is redefining the future of efficient, resilient, sustainable energy systems — and why it matters for your supply chain.

Podcast supporters
I'd like to sincerely thank this podcast's amazing subscribers:

• Michael Jacobson
• Cecilia Skarupa
• Ben Gross
• Jerry Sweeney
• Andreas Werner
• Stephen Carroll
• Roger Arnold

And remember you too can Subscribe to the Podcast - it is really easy and hugely important as it will enable me to continue to create more excellent Climate Confident episodes like this one, as well as give you access to the entire back catalog of Climate Confident episodes.

Contact
If you have any comments/suggestions or questions for the podcast - get in touch via direct message on Twitter/LinkedIn.

If you liked this show, please don't forget to rate and/or review it. It makes a big difference to help new people discover the show.

Credits
Music credits - Intro by Joseph McDade, and Outro music for this podcast was composed, played, and produced by my daughter Luna Juniper

Send me a message

What if the real disruption in solar isn’t the technology — but the business model behind it?

This week I’m joined by Scott Therien, Director of Strategic Partnerships at REC Solar, to unpack one of the most important, and least discussed, shifts in the energy transition: the move from one-off construction projects to long-term, risk-bearing power-purchase agreements. It’s a change that’s quietly reshaping who owns energy infrastructure, who carries the financial risk, and how quickly commercial sectors can decarbonise.

In this episode, you’ll hear why the old “buy a solar system and hope it performs” mindset is being replaced by something far more aligned - developers putting up the capital, carrying the downside, and only winning when the customer wins. We dig into how solar-plus-storage now beats diesel on cost and resilience in many markets, why procurement processes often sabotage their own climate goals, and what separates successful projects from expensive disappointments. You might be surprised to learn how much hinges not on panels or batteries, but on load profiles, tariff structures, and whether an organisation actually knows what it wants.

We also explore the future: a post-ITC world, the rise of data centres as demand engines, and unexpected benefits like agrivoltaics, including sheep producing better wool under solar arrays. It’s a vivid reminder that decarbonisation isn’t just an engineering exercise; it’s a systems shift.

🎙️ Listen now to hear how Scott and REC Solar are reshaping real-world decarbonisation through smarter ownership, smarter incentives, and smarter design.

Podcast supporters
I'd like to sincerely thank this podcast's amazing subscribers:

• Michael Jacobson
• Cecilia Skarupa
• Ben Gross
• Jerry Sweeney
• Andreas Werner
• Stephen Carroll
• Roger Arnold

And remember you too can Subscribe to the Podcast - it is really easy and hugely important as it will enable me to continue to create more excellent Climate Confident episodes like this one, as well as give you access to the entire back catalog of Climate Confident episodes.

Contact
If you have any comments/suggestions or questions for the podcast - get in touch via direct message on Twitter/LinkedIn.

If you liked this show, please don't forget to rate and/or review it. It makes a big difference to help new people discover the show.

Credits
Music credits - Intro by Joseph McDade, and Outro music for this podcast was composed, played, and produced by my daughter Luna Juniper

Send me a message

What if cutting emissions isn’t enough, and never was?

And what if the real lever we’ve been ignoring is regeneration, not reduction?

This week I’m joined by Chad Frischmann, co-creator of Project Drawdown and founder of Regenerative Intelligence, for a conversation that goes right to the core of what the climate movement keeps getting wrong. We dig into why stopping global warming requires more than technology, pledges, or net-zero spreadsheets. It demands a full systems shift that places life, human and non-human, at the centre of every decision.

You’ll hear how Chad went from studying the history of propaganda at Oxford to mapping the most comprehensive catalogue of climate solutions ever assembled. We uncover why today’s climate discourse has become strangely timid, how a tiny group of entrenched interests is still steering the global response, and why he believes we’re entering the “death throes” of the old extractive economy.

You might be surprised to learn that regeneration isn’t just about soils or forests. Chad makes the case for regenerative energy systems, regenerative supply chains, regenerative finance, and explains how each one creates cascading benefits that ripple far beyond emissions. We explore food systems, supergrids, biodiversity, justice, and the uncomfortable truth that climate “risk” is no longer risk at all… it’s reality.

If you want a fresh, hopeful, deeply practical frame for the climate transition, this episode delivers it.

🎙️ Listen now to hear how Chad Frischmann is reimagining the future of climate action through regeneration, not simply reduction.

Podcast supporters
I'd like to sincerely thank this podcast's amazing subscribers:

• Michael Jacobson
• Cecilia Skarupa
• Ben Gross
• Jerry Sweeney
• Andreas Werner
• Stephen Carroll
• Roger Arnold

And remember you too can Subscribe to the Podcast - it is really easy and hugely important as it will enable me to continue to create more excellent Climate Confident episodes like this one, as well as give you access to the entire back catalog of Climate Confident episodes.

Contact
If you have any comments/suggestions or questions for the podcast - get in touch via direct message on Twitter/LinkedIn.

If you liked this show, please don't forget to rate and/or review it. It makes a big difference to help new people discover the show.

Credits
Music credits - Intro by Joseph McDade, and Outro music for this podcast was composed, played, and produced by my daughter Luna Juniper