47. Batteries, a new Asset Class in Infrastructure Investing - apr21

Happy new year 2022 to all our listeners. In this Episode, its Nostradamus vs. Cassandra all over again: Laurent and Gerard review their 2021 predictions (Episode 42) and look forward to the future. H...

2 Tammi 202230min

2021 looked like an “annus horribilis” for the solar industry. Price increases, supply chain problems, threat of taxes on importations. Is the solar industry at the end of 2021 just doom and gloom? Ab...

15 Joulu 202123min

EV charging is developing exponentially. It is now a 30bnUSD market per year, growing at a astonishing pace of 20%. More than 1.5m EV charging stations are now operational in the world, 50% in China, ...

1 Joulu 202128min

As COP26 comes to a close, there has been a flurry of commitments to invest trillions of dollars in green technologies and carbon neutral projects. That is the core of ESG investing (or is it?).ESG in...

15 Marras 202132min

Renewables are developing very fast, but without a proper distribution system, the energy transition will soon stall. So, what does tomorrow’s green grid looks like? It seems like a dull subject, but ...

1 Marras 202124min

For the past decade, Natural Gas has been promoted as the “Clean, Reliable and Cheap” fuel to assist the Energy Transition. Well that cosy theory, heavily promoted by the fossil fuel companies, is col...

15 Loka 202122min

What are the technological options to compensate for – as the German say - the “Dunkelflaute” (dark doldrums), those winter weeks of low winds and low solar? That’s the code that will have to be crack...

1 Loka 202133min

Steel and cement with their 2,000 mills and 3,000 kilns, together currently emit 15% of the world’s CO2. So far, they’ve been exempted from carbon trading or carbon pricing, which means no significant...

15 Syys 202127min