203. Peak Solar - nov25
Solar energy has experienced explosive growth over the past five years — doubling in capacity outside of China and quadrupling within China. But with this rapid expansion come new concerns: Are we sca...
10 Marras 202529min
202. The US Power Industry Mismatch: Large Load Growth vs. Investment Capital - Nov25
Laurent and Gerard have an explosive conversation with Bryan Long, Executive Director in JPMorgan’s Commodities Group.They explore why U.S. energy market signals are failing to support new capacity in...
3 Marras 202528min
201. Battery Boom or Policy Bust? The Big EV Divergence - Oct25
We are in the middle of a battery boom, for EVs and even more for BESS. What's really happening in the electric vehicle (EV) market? Is China dominating the field, or are serious alternatives emerging...
27 Loka 202528min
200. “200 slides, Energy, AI, and the End of ESG” with Nat Bullard - Oct25
For our 200th episode, we had the pleasure and privilege of speaking with Nat Bullard, one of the sharpest minds in the energy world. A leading analyst in climate and energy, Nat is known for his clea...
20 Loka 202529min
199. The LNG Mirage - Oct25
The oil and gas industry is clinging to the narrative that we're entering a "Golden Age of Gas" — especially when it comes to LNG. Riding this assumption, companies have been pouring in investments at...
13 Loka 202527min
198. Battery Blitz in Germany - Oct25
Germany is experiencing a battery blitz. The market is expected to triple from 2GW to 6GW in less than two years. To give a bit of context, Zach Williams from Modo Energy, gives us the big picture and...
6 Loka 202528min
197. The fight for accurate Carbon Accounting and 24/7 Green Power - Sep25
With Gerard away, Laurent invited another Irishman, Killian Daly, to dive into a technical—but critically important—topic: carbon accounting, power procurement, the GHG Protocol (v3), and the push for...
29 Syys 202521min
196. Are SAF and Marine Green Fuels worth the Carbon Reductions? - Sep25
Aviation and marine transport together account for approximately 15% of global oil consumption—a substantial share driven by sectors that are among the hardest to decarbonize. Unlike road transport or...
22 Syys 202530min
