55. EVs: Tesla against the world - aug21

55. EVs: Tesla against the world - aug21

2020 has proven a turning point in the EV market, and the trend is accelerating in 2021: more models, stronger public policies, mass roll-out of charging infrastructure, and a 300bnUSD race to catch up on Tesla.

What’s the current state of play in the EV market? Among the OEMs, which are the Tesla challengers, and which are the laggards? Do the SPACs have any future? What are the Chinese up to? What to think about innovative outsiders such as Rivian and Rimac? What about vertical integration, software developments, autonomy, and new services?

A refreshing open conversation with our friend James Carter, a 25-year veteran of the Automotive industry and recognized sharpest mind on the future of mobility.
https://www.linkedin.com/in/jamescartertoronto/

Check our friends:
Benchmark Mineral Intelligence: https://www.benchmarkminerals.com/
Rho Motion: https://rhomotion.com/

A great thanks to Aquila Capital for supporting the show: https://www.aquila-capital.de/en/

Jaksot(175)

50. Redefining Utilities' strategies in the Electric Decade  (with E.ON at Eurelectric Power Summit 21) - may21

50. Redefining Utilities' strategies in the Electric Decade (with E.ON at Eurelectric Power Summit 21) - may21

“Sorry, I’m getting emotional when it comes to smart meters”. Part of Eurelectric’ s Power Summit 2021, we have had a great conversation with Dr Leonhard Birnbaum, the new CEO of E.ON. E.ON is a massi...

15 Touko 202129min

49. The stratospheric rise of Octopus Energy - may21

49. The stratospheric rise of Octopus Energy - may21

The energy retail sector is also experiencing its version of the energy transition, where incumbents with legacy systems are challenged by new entrants rolling out ground-breaking digital platforms.Be...

1 Touko 202130min

48. Solar & batteries: can China’s dominance be challenged? - apr21

48. Solar & batteries: can China’s dominance be challenged? - apr21

China manufactures 2/3 of the world’s solar panels and 2/3 of the world’s batteries. How does it look on the ground? What technological advances do Chinese companies have and what does it means for th...

15 Huhti 202126min

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

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

In Episode 47, we dive into the exponential development of batteries into the Grid: the Energy Storage industry is doubling size every year. One of the key market is the UK, where the market is expect...

1 Huhti 202127min

46. Flexible, resilient, sustainable: the making of the XXIst Century Supergrid - mar21

46. Flexible, resilient, sustainable: the making of the XXIst Century Supergrid - mar21

After several black outs in the past months, the irresistible growing trend towards electrification and the relentless rise of renewables, the grid has become the indispensable nervous system of the e...

15 Maalis 202127min

45. The Green Industrial Revolution - mar21

45. The Green Industrial Revolution - mar21

The UK Green Industrial Revolution was introduced by Boris Johnson, UK Prime Minister, in 2020. It is a holistic approach to decarbonisation, but we wanted to focus on one of its key aspects: the deve...

1 Maalis 202125min

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

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...

15 Helmi 202137min

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