95. Zero Carbon Europe : Blue Pill or Red Pill?  - Apr23
Redefining Energy1 Huhti 2023

95. Zero Carbon Europe : Blue Pill or Red Pill? - Apr23

Can we really go to Net Zero and keep energy secure and affordable with current policies, or do we need to make hard choices that politicians might not be willing to sustain over the long term? Are the new technologies going to save us or will have to rely on dirigiste policies to dampen the energy prices spikes and secure affordable power.
What will it take to go net Zero? Are we too dependent on weather and unreliable energy sources? Two visions are clashing: it is Elon Musk’s Master Plan 3 vs Bill Gates/Vaclav Smil “We don’t have the tech” or it is just a question of generation: 51 years old vs 67 and 79 years old?
We present a very tough but necessary debate with Doug Houseman, Principal Consultant at 1898 Burns McDonnell (a US Engineering giant), and a keen observer of the Energy Transition. Doug has a plan, and he also comments on the alternative which would be Greta’s plan (That’s where we start to differ). But as Mike Tyson used to say, “Everybody has a plan until he gets punched in the face”.

Are our choices that binary? Doug advocates a nuclear renaissance, massive seawater pumped hydro systems and new transmissions. No mention of decentralized power, exponential deployment of batteries and solar, nor digital.

In a simple summary: are we complexifying a simple model or are we simplifying a complex model? Blue Pill or Red Pill?

Jaksot(174)

207. E-Mobility and V-2-X - dec25

207. E-Mobility and V-2-X - dec25

Gerard is on stage with Adele Zhao - Trina Solar and Thomas Raffeiner- The Mobility House at the Smarter E Conference.In a conversation hosted by Jonathan Gifford, they discuss about the future for th...

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206. Renewables Repriced: Hedge Funds and Algo power trading - dec25

206. Renewables Repriced: Hedge Funds and Algo power trading - dec25

For much of the past two decades, renewable energy investment was viewed as a core infrastructure play—favoured by funds and long-term capital seeking predictable, government-backed cash flows. Yet th...

1 Joulu 202531min

205. Elexon: The Hidden Engine of Britain’s Power Market - nov25

205. Elexon: The Hidden Engine of Britain’s Power Market - nov25

Running a power market isn’t just about generating electricity—it’s about making sure every kilowatt is accounted for. Someone has to calculate who owes what, make sure the rules are fair, and keep th...

24 Marras 202529min

204. Live from COP30 – WTFFF and Other Tales from the Amazon

204. Live from COP30 – WTFFF and Other Tales from the Amazon

Laurent sits down with Bruce Douglas, CEO of the Global Renewable Alliance, for a live conversation from COP30 in Belém, Brazil.They explore how COP30 is structured, the role of the Global Renewable A...

17 Marras 202519min

203. Peak Solar - nov25

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

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

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

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

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