226. Energy trends and shocks: from “range anxiety” to “pump anxiety” - Apr26
Ember released its 2026 Global Electricity Review (GER26) last week—an extraordinary report showing that 100% of new global electricity generation has been met by renewables. At the same time, the dec...
27 Huhti 28min
225. US Utilities vs Hyperscalers - Apr26
In episode 219, we analysed the relationship between hyperscalers and US utilities from the hyperscaler perspective. To complete the picture, we revisit the debate from the utility’s point of view.Ger...
20 Huhti 33min
224. From Wind farms (yield) to Datacenters (growth) - Apr26
Laurent and Gerard sit down with Paul O’Donnell, Partner at SchrodersGreencoat, a fund manager that has invested more than €13 billion and controls over 400 renewable energy assets across Europe, the ...
13 Huhti 29min
223. Solar + Storage: The Economic Core of the Future Grid - Apr26
Gerard is invited by Ana Conde from PVcase to make the case for solar paired with storage as the economic foundation of the future energy system.We are in the midst of a technological revolution drive...
6 Huhti 31min
222. Understanding Energy and Technology in China - Mar26
Laurent and Gerard speak with Dr. Michal Meidan, Head of China Energy Research at the China Energy Research Programme at the Oxford Institute for Energy Studies, about the profound transformation resh...
30 Maalis 32min
221. LNG – Hormuz – “Apocalypse Now” - Mar26
Gerard and Laurent host Ira Joseph, a leading expert on gas and LNG markets at the Columbia Center on Global Energy, to explore how the Middle East conflict is reshaping the industry.In normal times, ...
23 Maalis 26min
220. Deal Trends for M&A and Energy Financing - Mar26
Six years after her last appearance on the podcast (Episode 28, 15 June 2020), Natasha Luther-Jones returns to join Laurent and Gerard for a lively catch-up on how both her career and the energy sect...
16 Maalis 28min
219. Hyperscalers vs US Utilities - Mar26
While Gerard is fixing his knee, Laurent invites Chris Seiple, Vice Chairman of WoodMac Power & Renewables group, to try to make sense of the scale of the coming power demand surge and the strain it i...
9 Maalis 30min
