116. Cleantech100 – the Hangover
Redefining Energy22 Tammi 2024

116. Cleantech100 – the Hangover

After two years of irrational exuberance, we are back to earth when it comes to Cleantech investment.

On the menu this week, Gerard and Laurent are reviewing the Cleantech 100 report (15th edition). The overall ecosystem is down 40% yoy, but it has also cleaned the foam and is now revealing the future.

We discuss the 5 sub-sectors (agriculture, transportation, materials, resources, and energy) Our conclusion is that the sector has digested its excesses and is on a path to a new start.

Link to the report https://www.cleantech.com/the-global-cleantech-100/

Jaksot(175)

152. Energy Transition – the Global Investment Guide

152. Energy Transition – the Global Investment Guide

Gerard is live on the Wisdom Tree Commodity Exchange podcast and delivers a masterclass on how to invest in the Energy Transition: Renewables, Equity, Innovation, Commodities.  -----Laurent will be ke...

30 Syys 202432min

151. Peak Fossil Fuels - Sep24

151. Peak Fossil Fuels - Sep24

ExxonMobil forecasts 2050 Oil demand be the same as today. We believe that they are just “talking their books.”To discuss the future of the Energy system as well as the fight against Climate Change, w...

23 Syys 202425min

150. The new Valuation of Wind Assets

150. The new Valuation of Wind Assets

As Europe has reached 270GW wind power (vs 150GW USA), corresponding to a value of 500bnEUR, we dig into the value of those assets. Gerard being out, Laurent brought his friend Mortimer Menzel, Managi...

16 Syys 202413min

149. Hydropower in a 24/7 Clean Energy System - Sep24

149. Hydropower in a 24/7 Clean Energy System - Sep24

As wind and solar become ubiquitous, the value of hydropower goes up. Hydropower is becoming the ultimate clean energy, as it is flexible and easily dispatchable.Hydropower is concentrated in certain ...

9 Syys 202430min

148. Batteries: the Great Consolidation

148. Batteries: the Great Consolidation

“Summer has come and passed / The innocent can never last / Wake me up when September ends”. Like John Wick, Laurent thinks he is back.So we have a very energetic Minutes to start September. With Gera...

2 Syys 202412min

147. Decarbonising buildings - Aug24

147. Decarbonising buildings - Aug24

How to decarbonise buildings? That’s an important topic because that sector accounts for 37% of all emissions, making it one of the three pillars of decarbonisation next to electricity generation and ...

26 Elo 202431min

146. NREL: “Our Renewable Energy Future” - Aug24

146. NREL: “Our Renewable Energy Future” - Aug24

A special interview with one of the great minds of the Energy Transition. Dr. Doug Arent is the Executive Director of Strategic Public– Private Partnerships at the National Renewable Energy Laboratory...

19 Elo 202431min

145. Clash of Titans (Barnard vs Martin) – Industrial Heat Redefined

145. Clash of Titans (Barnard vs Martin) – Industrial Heat Redefined

During Summer season, we bring you back the best of our sister show, Redefining Energy TECH, where host Michael Barnard invites Paul Martin for a very long and geekie conversation about innovative sol...

12 Elo 20241h 29min

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