114. Nuclear, Offshore Wind and Cummins

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

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

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

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

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

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

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

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