Sustainable Energy Asia Podcast Zhou Yiou and Benjamin Pan

Mathieu Geze, Director for Asia at HDF Energy, an European IPP specialised in hydrogen solutions, shares his view on the challenges of decarbonising small grids and how HDF Energy can provide a green baseload solution combining solar, battery and a hydrogen system.
 
Based in Indonesia, Mathieu explains why HDF Energy has opted to start developing projects in the country and shares the challenges and successes of his journey developing projects in Eastern Indonesia.

Mike Thomas, Founder and Managing Director at the Lantau Group explained the ins and outs of the Singapore electricity market and discussed the project to import renewable electricity into Singapore from neighbouring countries. Mike shared his over 30 years of energy analyst experience and described the main drivers of the electricity market in Singapore.

Thomas Briault, Energy leader at Arup in South East Asia discussed the hydrogen value chain. He explained with talent how hydrogen is being produced, stored, transported, and used and its potential to decarbonise the world.

Henry Sanderson, Managing Editor at Benchmark Mineral Intelligence, presents his book Volt Rush: the winners and losers of the race to go green. In this very well-researched book, Henry presents the battery technologies, the materials essential for EV batteries and the leading players in this industry. We focus our discussion on the many Chinese companies playing a central role in the EV battery supply chain.
 
We cover the following topics
Battery: The role played by CATL in the global battery value chain and the personal story of its founder Robin Zeng
Lithium: How lithium is extracted and processed in Chile and Australia and why lithium extracted from the spodumene is 7 times more carbon intensive than the Li extracted from Li brine
Lithium: How Ganfeng Lithium and Tianqi Lithium are involved in the Li supply chain and how they have built their dominance over the years
Cobalt: The role of the Congo DRC in the global cobalt supply chain and the role of the two dominant players Huayou Cobalt and Glencore
Cobalt: The Amnesty 2016 report exposing issues around artisanal mining and child labour in the cobalt mining sector in Congo DRC and the impact of the report
Nickel: How Tsingshan positioned itself to benefit from Indonesia's ban on raw Nickel ore export in 2020, and how it succeeded in dominating the nickel industry with its investment in the Morowali industrial park
Nickel: The environmental impact of processing nickel for stainless steel and battery material
Deep-sea mining: Recent developments of deep-sea mining potential in the Clarion-Clipperton zone
 
 
Podcast website

Olivier Duguet, Founder and CEO of the onshore wind developer, The Blue Circle, imparted his experiences in wind project development across Europe and Southeast Asia. We discussed about the key influencers for the cost reductions and technological advancement in wind energy over the past decade, and elements underpinning The Blue Circle's successful bid in the 2023 Thailand Renewable Energy Auction.

Giles Cooper, Managing Partner in Vietnam at a leading international law firm Allens, shared his views on the recently approved Power Development Plan 8 (PDP8) in Vietnam. We discussed about the key highlights from the PDP8, the next steps and the broader implications for renewable energy development in Vietnam.