88. The Solar Juggernaut - dec22
Another year of explosive growth for the Solar Industry: production above 300GW, +45% yoy. What’s behind this staggering growth? How are the supply chain evolving? What are the “Fab four” and what new...
15 Joulu 202231min
86. The politics of Energy Infrastructure - nov22
Geopolitics and Climate disasters have shown how fragile Energy flows and infrastructures have become. Moving electrons or molecules is becoming an ever-greater challenge in the drive to decarbonisati...
15 Marras 202229min
85. Energy Trading: the "Lehman Moment" - nov22
The war in Ukraine has triggered a dislocation of Energy markets, especially in Europe. This has led to a point a few months ago when governments had to bail out all Utilities which were caught on the...
1 Marras 202231min
84. Floating Offshore Wind - oct22
Offshore Wind was one of the great development successes of the past decade, growing in 10 years from a few pilot projects to a real industry. Two zones have been at the fore front: the North Sea (wit...
15 Loka 202230min
83. The rising tide of Electric Shipping - oct22
Decarbonising the shipping industry seemed very aspirational until recently. Lofty goals are out there: “The International Maritime Organization (IMO) has set an ambition to reduce the carbon intensit...
1 Loka 202227min
82. The new Carbon Markets - sep22
In the past two years, we’ve seen a remarkable renaissance of the carbon markets. Some markets are of a “compliance” type - like in Europe - heavily regulated but limited in geography and scope; but t...
15 Syys 202230min
81. Nuclear industry at the crossroads - sep22
Talking about nuclear is tough. In the left corner, a besieged and opaque industry only delivering carefully crafted talking points; and in the right corner, most of the energy economists and financie...
1 Syys 202232min
