103. Battery chemistry: China against the World - Aug23

103. Battery chemistry: China against the World - Aug23

As the growth of the EV market and Energy Storage continues unabated, we wanted to know what the current State of Play in the Battery industry is.
In 2023, China dominates the Li_Ion battery market and its main companies, BYD and CATL are – alongside Tesla – blazing the trail of new technologies and performances. Are there options beyond Lithium? How much progress have the battery technologies recently made? Where is the path forward for all the announced chemistries? Is vertical integration a real trend? Can the US and EU catch up?

We discuss with Cormac O’Laoire, Managing Director at Electrios Energy, a Hong-Kong based expert; it becomes obvious that China and the rest of the world are on the cusp on diverging, adopting different technological pathways in term of Battery Chemistry. We talk about LFP/LMFP – Lithium Ferro Phosphate / Lithium Manganese Ferro Phosphate vs NMC – Nickel Manganese Cobalt. We talk about Sodium-Ion, Solid State… We talk prices. We try to foresee what will stay and what will go.

A fascinating deep dive with one of the world’s most recognised expert on battery supply chain. Who will win, who will catch-up, who will lose. We see clearer after this thorough conversation with Cormac.

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We thank our long tem partner Aquila Capital whithout whom this show wouldn't probably exist.

Jaksot(175)

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

199. The LNG Mirage - Oct25

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...

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198. Battery Blitz in Germany - Oct25

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

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

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...

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195. The Battery Doctor - Sep25

195. The Battery Doctor - Sep25

Battery technology lies at the core of the global energy transition, but managing and optimizing battery systems has become a highly specialized discipline. ACCURE is a cutting-edge startup that is re...

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194. Next-Gen Weather Forecasting: AI, Satellites, and Drones - Sep25

194. Next-Gen Weather Forecasting: AI, Satellites, and Drones - Sep25

Water, wind, sunlight — the driving forces behind renewable energy. The better we can predict them, the more we can accelerate progress and reduce risk.  Weather forecasting is undergoing a quantum le...

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193. The Seven Deadly Sins of the Energy Transition

193. The Seven Deadly Sins of the Energy Transition

Three wise men met and discussed the Seven Sins of The Energy Transition. Laurent, Gerard and Michael dissect seven sectors that have captured attention, investments and public money and are at best d...

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