68. Green Hydrogen: miracle or mirage? - feb22
As we are celebrating the 20th anniversary of the seminal book by Jeremy Rifkin “The Hydrogen Economy” and the astronomical amount of non-sense it contained, we wanted to have a real look at the prosp...
15 Helmi 202229min
67. From PowerPoint to Gigafactory - feb22
Gigafactory: a term first coined by Elon Musk in 2013 when announcing the Tesla+Panasonic giant battery plant in Nevada. There are currently more than 260 Gigafactories planned around the world, but l...
1 Helmi 202230min
66. “The missing hours”: in search of 24/7 carbon free power - jan22
Delivering 24/7 carbon free power is the holy grail for infrastructure funds. Such progress requires a new approach to investing. New technologies need to be harnessed: Hybridization, storage, and dat...
16 Tammi 202227min
65. Our Predictions for 2022 - jan22
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
64. Unstoppable solar - dec21
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
63. Ultra-fast EV charging (and mini grids) - dec21
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
62. ESG investing: A force for good or blah blah blah? - nov21
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
61. The future of power distribution networks (with ENEL) - nov21
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
