Is Additionality Dead? Rethinking Corporate Renewable Energy in the Age of AI - Episode 120
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Is Additionality Dead? Rethinking Corporate Renewable Energy in the Age of AI - Episode 120
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Additionality has been one of the cornerstones of corporate renewable energy procurement — but is it still relevant? In this episode, Paul breaks down the concept of additionality in clean energy purchasing, explains how Renewable Energy Certificates (RECs) work, and makes the case that surging demand from AI data centers and electrification has fundamentally broken the additionality framework.
As hyperscalers race to lock up power purchase agreements and new gas plants fill the grid pipeline, does a corporation's renewable energy commitment actually bring new clean energy online — or are they just first to the table? Paul explores why additionality made sense in the early days of renewable energy adoption and why today's energy transition has made it an outdated measure.
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