{"title": "Geopolitical Risk in Renewables | Mikko Kantero and Petri Haataja | Negotiator 155", "titleOriginal": "Geopoliittinen riski uusiutuvissa  | Mikko Kantero Petri Haataja | Neuvottelija 155", "episodeNumber": "155", "guest": "Mikko Kantero, Petri Haataja", "publishedAt": "2022-10-03", "duration": "32:08", "durationIso": "PT32M8S", "youtube": "https://www.youtube.com/watch?v=Y9c43gKwMw0", "fiCanonical": "https://www.neuvottelija.fi/fi/episodes/220-geopoliittinen-riski-uusiutuvissa-mikko-kantero-petri-haataj", "originalLanguage": "fi", "format": "full", "topics": ["geopolitics", "investing_markets"], "description": "The bubbles rising over Nord Stream in the Baltic are a reminder that energy is always also geopolitics. Mikko Kantero and Petri Haataja of Korkia explain why country risk is pushing much of the world to build its own energy infrastructure, and why industrial-scale solar now works very nearly anywhere. Their unexpected favourite market is Alberta, the Texas of Canada, where oil money flows into wind and solar on market terms and without subsidy. The conversation covers dependence on China in component manufacturing, the unusually good work done by the Finnish grid operator Fingrid, the battery breakthrough in the British market, and what plant maintenance actually amounts to in jobs. It closes on why the best place for solar is not the Sahara.", "chapters": [], "sourceTranscriptType": "none", "subtitleMethod": "none", "provenance": "Owner page assembled from YouTube metadata and the neuvottelija.fi episode record. No chapter marks are published here: the publisher's list holds only two marks, at 0:00 and 0:52, and it is a split of the show-note text rather than a chapter list, so republishing it would assert timestamps that do not hold. No transcript is published either — the channel has no English caption track for this episode and the Finnish one is YouTube's automatic track. This episode is a commercial collaboration with Korkia, and both guests work for Korkia, which develops and finances the kind of projects discussed; the episode says so and this page repeats it.", "coreTheses": ["Country risk, not carbon policy, is what is currently driving the build-out — the security argument and the climate argument happen to point the same way.", "Alberta is the interesting case precisely because the projects there stand up without subsidy, which removes the usual objection to renewables economics.", "Component manufacturing is where the dependence on China actually sits, so replacing imported fuel with imported hardware moves the exposure rather than removing it.", "The best solar site is not the sunniest one: grid connection, land and demand decide it, which is why the Sahara is the wrong intuition."], "slug": "ep155-geopoliittinen-riski-uusiutuvissa-kantero-haataja", "guestsCanonical": ["Mikko Kantero", "Petri Haataja"], "guestPages": ["https://www.neuvottelija.com/podcast/guests/mikko-kantero/", "https://www.neuvottelija.com/podcast/guests/petri-haataja/"], "page": "https://www.neuvottelija.com/podcast/episodes/ep155-geopoliittinen-riski-uusiutuvissa-kantero-haataja/", "markdown": "https://www.neuvottelija.com/podcast/episodes/ep155-geopoliittinen-riski-uusiutuvissa-kantero-haataja/index.md", "captions": null, "transcript": null, "videoId": "Y9c43gKwMw0", "dbId": null, "qaCoveragePct": 0.0, "qaSemanticVerdict": "metadata_only", "aiArticleEn": "https://www.neuvottelija.com/ai/ep155-geopoliittinen-riski-uusiutuvissa-kantero-haataja/", "aiArticleFi": "https://www.neuvottelija.fi/economy/ep155-geopoliittinen-riski-uusiutuvissa-kantero-haataja/"}