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Renewables Alone Won’t Work: The 2 Missing Pieces in the Net Zero Energy Puzzle

SRI360 · 2025-08-19 · 1h 35m

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Topics in this episode

Impact investingRenewable energyenergy storagesustainable investingresource efficiency

Episode notes

We’ve spent decades talking about the shift to renewables - building more wind, more solar, more clean energy capacity. And that’s important. But it’s also only half the story. Because once that energy is generated, what happens next is where things start to get complicated - how it's stored, how it's moved, and how much of it actually gets used. Right now, the answer to that last question is… not much. In fact, the majority of global energy still gets lost before it ever reaches an end user. This week, we’re revisiting two past conversations - both of them centered on the part of the energy transition most people don’t see. One looks at the massive, under-addressed problem of energy waste - and the business models turning that waste into investment-grade infrastructure. The other zooms in on large-scale battery storage and what it takes to keep a renewable-heavy grid stable. These are two very different approaches to the same problem: not just how we generate clean energy, but how we manage it after it’s made. Because if we don’t solve that part, the rest doesn’t work.

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