Episodes
Every Sunday, Gerard and Laurent debrief last week's news in the Energy Transition. A lot of ranting this week. On the menu:
-“It's so hot in July” and the laws of unintended consequences with the desulphurisation of Maritime fuels
-Heads are rolling at Shell and the new CEO’s short-term strategy will backfire soon, predicts Gerard
-Tesla and BYD are obliterating the competition.
- VW is struggling
Published 07/09/23
Every Sunday, Gerard and Laurent debrief last week's news in the Energy Transition. On the menu
- Gerard charges his car and becomes a power trader
- Successful seed round for Europe most promising Climatech start-up: Renewabl - https://www.renewabl.com/
- Energy Institute publishes bp statistical review 72nd Edition - https://www.energyinst.org/statistical-review
- Wind in crisis at Siemens
- ESG lambasted by Glencore
- RIP Pr. Goodenough
Published 07/02/23
Every Sunday, Gerard and Laurent debrief last week's news in the Energy Transition. On the menu:
- Superb conference by Eurelectric with our interview of Leo Birnbaum, CEO E.ON
- Massive battery investments (RWE, AES, Neoen)
- Infrastructure funds are deploying capital (Brookfield, Blackstone)
- EU regulates ESG while the CFTC goes after phony carbon
- Insane temperatures (China, Canada, Texas)
- Jigar Shah superstar
Published 06/25/23
Every Sunday, Laurent and Gerard debrief last week's news. This week, Gerard is in his car, back from Intersolar in Munich. On the menu:
- Crazy activity at Intersolar with 106,000 visitors (up 60% yoy) Chinese dominate solar, batteries, EVs
- Shell goes back to black
- Gas markets all over the place
- Infrastructure funds and VC fundraising down but the scene is still active
- Great Series A for our friend Alex “Magnesium” Grant
Published 06/18/23
Every Sunday, Laurent and Gerard debrief last week news in the Energy Transition. On the menu:
- The coming week, 3 great events: Intersolar Munich, Berlin EcoSummit… and the Episode 100 of the main show
- Sale of EBuses in Europe overtake Diesel
- Suncable resuscitated by Quinbrook
- MKopa, African solar success story
- Platts tracks Green Hydrogen
Published 06/11/23
Every Sunday, Gerard and Laurent debriefs last week in the Energy Transition:
On the menu:
- Energy prices meltdown in Europe: negative prices and coal is shipped back to Africa
- IEA is (finally) bullish renewables
- Denmark huge offshore wind plan (but China is even bigger)
- In the EV race, Tesla wins again, Ford capitulates. The Japanese are out lunch.
- We partner with UK Solar Summit
The UK Solar Summit takes place on 27 & 28 June in London and listeners can save 15% off their...
Published 06/04/23
Every Sunday, Gerard and Laurent debrief the week in the Energy Transition. On the menu:
- Gerard and Laurent at EWorld Essen (Germany)
- Meanwhile gigantic Solar Show in Shanghai, and the numbers are mind blowing
- EVs from China are conquering the world
- Tesla Y best selling car worldwide. Aston Martin. Rimac Nevara- Laurent has a great diner with Michael Liebreich and Michael Barnard
Published 05/27/23
67. NatGas prices crash while renewables surge, Graichen is a martyr, Tesla obliterates competition.
Every Sunday, Gerard and Laurent revisit the main news of the Energy Transition. This week:
- TTF gas prices collapse while Renewables beat records everywhere
- Patrick Graichen, martyr of the Energy Transition
- Tesla is obliterating the competition. Some will not survive.
- Join Laurent at Renewable Revenue Summit London
Happening in London on the 6th and 7th of June 2023, Renewable Energy Revenues Summit addresses how renewable energy generators can optimise trading, power purchase...
Published 05/21/23
Every Sunday, Gerard and Laurent debrief last week's news in the Energy Transition.
This week, 2 rants and 2 good news:
- Gerard rants about German Energy subsidies
- Laurent rants about Turkmenistan spewing methane. What is COP doing?
- 10bnUSD merger in the Lithium mining Industry
- Successful Irish 3GW offshore wind auction
Published 05/14/23
Every Sunday, Gerard and Laurent debrief last week news in the Energy Transition.
On the menu:
- Laurent behind enemy lines at Flame (LNG conference)
- China EV sales are obliterating legacy foreign automakers
- 8-hour storage: RWE sets a record in Australia
- Lithium control: Chile vs Australia + has the price finally reach its bottom?
- Tesla Superchargers
- Avaada Brookfields - 1bnUSD investment (India)
Published 05/07/23
Every Sunday, Gerard and Laurent discuss the latest news in the Energy Transition. On the menu:
- Germany ban boilers and Carrier acquires Viessmann
- EU votes on SAF to green aviation
- Tesla Energy Storage, the new giant
- Duck Curve in California becomes a Canyon
- Gerard and Laurent in Stanford (thank you Jeff!)
Published 04/30/23
Every Sunday, Laurent and Gerard debrief last week's news in the Energy Transition. This week, we bring our friend Michael Barnard who is lauching Redefining Energy Tech (the familiy grows).
This week on the menu:
- Deadly heatwaves in Asia.
- CATL dominates the battery universe
- Fit for 55 voted in the EU Parliament
- US government picks winners and loser in the EV industry
- RE TECH program
Published 04/23/23
On Sunday, Laurent and Gerard discuss last week's news in the Energy Transition:
This week:
- Welcome to our new show: Redefining TECH
- Germany closes last 3 nukes
- Reports: Ember up, Lazard down
- EU Utilities leave Latin America
- Mega wind farm Laos-Vietnam
- Goodbye Mr. Starace
Reports:
Ember Climate: https://ember-climate.org/insights/research/global-electricity-review-2023/
Lazard LCOE: https://www.lazard.com/media/typdgxmm/lazards-lcoeplus-april-2023.pdf
Redefining Energy TECH is...
Published 04/16/23
Happy Easter
Every Sunday, Gerard and Laurent debate last week's news in the Energy Transition:
- Germany vs UK Net Zero policies: “You Can Go your Own Way”
- New Carbon Standards will be integrity to the fledgling market
- Solar: prices are down, volumes are up
- First nuclear plant energized in the US in 30 years (Vogtle 3)
Published 04/09/23
Every Sunday, Gerard and Laurent debrief last week's news in the Energy Transition.
On the menu:
- Mining, despite being critical for the Energy Transition, has an HR problem
- Finally, some investments in transmission (Terna, Grid United)
- The success of Germany’s home batteries (+60% yoy)
- In the US, Renewables overtake coal and nuke
Published 04/02/23
Every Sunday, Gerard and Laurent revisit last week's news in the Energy Transition:
On the menu:
- Gerard and Laurent share their takeaways after the spectacular Berlin Infrastructure Conference
- Big numbers at Aramco and VW
- Interesting deals: Brookfield, JERA
- Chinese Wind Turbines in Europe
Pics from the Berlin Conference:
https://www.splento.com/peimedia/Mk8i6
Published 03/26/23
A Special Episode: Excerpts from Tesla Master Plan 3 (Investor Day 1st March 2023)
5 actions for a Sustainable Earth
1) Renewables and Batteries
2) Electric Transportation
3) Electric Heating
4) Hydrogen
5) Sustainable Fuels
Check the video
https://www.youtube.com/watch?v=eIQ20RvhUhg
Published 03/19/23
Every Sunday, Laurent and Gerard debate last's week news in the Energy Transition
On the menu:
- CERAWeek. Oil is quiet on the Western Front
- Headwinds for Offshore Wind
- More EU plans and reforms (but some common sense)
- CATL flying, Rivian sinking
- Energy Traders are having the time of their lives
Published 03/12/23
Every Sunday, Laurent and Gerard discuss last week's news in the Energy Transition. On the menu:
- Tesla masterful Master Plan 3 – Wow!!!!
- CATL starts a price war on Lithium
- Gore Street goes west
- Energy Institute takes over BP Statistical Review
-UK greenlights seven new interconnectors
-The Hydrogen War
Sources:
Tesla: https://www.youtube.com/watch?v=eIQ20RvhUhg&feature=youtu.be
Energy Institute: https://www.energyinst.org/exploring-energy/statistical-review
Hydrogen War:...
Published 03/05/23
Each Sunday, Gerard and Laurent review last week's news in the Energy Transition.
On the menu:
-Biggest Energy Storage Conference: power to the young generation and MODO
-Ukraine war one year on, key lessons
-EDF stays discreet after historic losses
-Carbon at 100EUR/t
Published 02/26/23
Every Sunday, Gerard and Laurent debrief the Energy Transition news.
On the menu:
- What is green Hydrogen according to EU law?
- Nat Bullard’s brilliant report
- China overtakes Germany in car export
- Fossil fuel subsidies
- Brookfield, Enlight, Otovo, Tikehau, Goldman Sachs
- Exxon and Algae
Link to Nat Bullard's report on the Energy Transition
https://www.nathanielbullard.com/presentations
Published 02/19/23
Every Sunday, Gerard and Laurent debrief the news in the Energy Transition.
On the menu for this 1 year anniversary of the show:
-From Russia with Oil
-BigOil and the Energy Transition
-Enel top of the league
-Who blew up the Nordstream pipeline?
-News about Nextracker, CATL, Redwood, Adani
Published 02/12/23
This week, Laurent and Gerard were away. So rather than the news, they had a mini debate on three hot topics:
- Gerard goes on an epic rant on ESG. E yes, SG regulate, and please split them
- The Inflation Reduction Act brings huge industrial dividends to the US
- Tesla’s Jiu Jitsu move: the EV price war
Published 02/05/23
Gerard and Laurent debrief last week's news in the Energy Transition
This week:
-Save the French baguette
-Security trumps bureaucracy: Germany frees itself from Russian gas
-Eskom’s basket case
-Blackout in Pakistan
Published 01/29/23
Every Sunday, Gerard and Laurent debrief last week's news in the Energy Transition.
This week (not live from Davos):
- Pennies on the dollar (Volta, Arcimoto, Britishvolt)
- Gerard impressed by Shell
- Mega solar deal in Qatar
- Agrisolar is booming
Published 01/22/23
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