44. Hydrogen... it's complicated! - feb21
Redefining Energy15 Helmi 2021

44. Hydrogen... it's complicated! - feb21

Why are engineers, politicians and financiers talking about Hydrogen all the time? And why are they throwing billions of subsidies or investment in companies in that sector?
Is Hydrogen a problem, with its hundreds of millions tonnes of CO2 emissions per year or a “Swiss Army Knife” solution that will help decarbonise Mobility, Heating and God knows what?
Should decarbonising the current Hydrogen production be the initial goal? Carbon Capture, Electrolysers: do those technologies make sense from an economic perspective, are there technology breakthroughs ahead or does someone will have to foot the bill?
Rather than trying to fix the fuel, should we not instead switch the fuel and electrify everything?
Those are all the subjects that are covered in this long Episode, and answers are… complicated.
Fortunately, we have our friend Paul Martin on the show, to try to make sense of all those options, and dissociate the Hope from the Hype.

References:
•Electrification: Mark Jacobson
•Mobility: James Carter (and check Auke Hoestra on twitter)
•Aviation: Toby McCann
•Lobbying: THE HYDROGEN HYPE https://corporateeurope.org/sites/default/files/2020-12/hydrogen-report-web-final_3.pdf
•Finally, a lot of good material from our friends John Poljack and Alex Grant

Jaksot(175)

168. "Invest where it hurts!" - Laurent at Pexapark

168. "Invest where it hurts!" - Laurent at Pexapark

While Gerard Reid was at Davos, schmoozing with world leaders, Laurent Segalen was invited by Luca Pedretti on the Pexapark podcast. They had a conversation around where to invest in the Energy Transi...

3 Helmi 202517min

167. The future growth of LNG - Jan 25

167. The future growth of LNG - Jan 25

As the price of gas and LNG (Liquified Natural Gas) becomes a key factor for the value of the world’s energy, we have decided to bring in a top gas expert to explain where the market is and how is it ...

27 Tammi 202533min

166. Green Equities Performance: Core vs Periphery - Jan 2025

166. Green Equities Performance: Core vs Periphery - Jan 2025

For the first episode of 2025, Gerard and Laurent have the pleasure of welcoming Shanu Mathew. Shanu is a Senior Vice President at Lazard Asset Management and Portfolio Manager/Analyst on US Sustainab...

13 Tammi 202530min

165. Our Predictions for 2025

165. Our Predictions for 2025

Happy new year to all our listeners. It has become a tradition for the first episode of the year: Gerard, Laurent and Michael present their 2025 Predictions in the Energy Transition.Here are the predi...

2 Tammi 202527min

164. 2024 Wrap up: Successes, Surprises and Shocks

164. 2024 Wrap up: Successes, Surprises and Shocks

Merry Christmas. This is our last Episode of the Year where Laurent and Gerard summarise what impressed them, surprised them and shocked them. AI, Hydrogen, Renewables, USA vs Europe vs China, Climate...

23 Joulu 202417min

163. Gerard is live at TedXBerlin / Welcome to the Era of Energy Disruption

163. Gerard is live at TedXBerlin / Welcome to the Era of Energy Disruption

Gerard delivered a master class at TedXBerlin about the four forces driving the Energy Revolution Solar, Batteries, Electronics and China. It is called “Welcome to the Era of Energy Disruption”  An ex...

16 Joulu 202414min

162. Industrial Climate Solutions – Bridging the “Missing Middle” - Dec24

162. Industrial Climate Solutions – Bridging the “Missing Middle” - Dec24

Just Climate is a 1.5bnUSD vehicle established by Generation Investment with the mission to invest in the highest impact solutions that can radically reduce or remove emissions. They occupy the “missi...

9 Joulu 202430min

161. Northvolt - Epitaph

161. Northvolt - Epitaph

Northvolt, once the poster child of the European battery industry, shocked the world last month by filling for Chapter 11 in the United States. The Swedish battery start-up burned through billions of ...

2 Joulu 202417min

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