219. Hyperscalers vs US Utilities - Mar26
While Gerard is fixing his knee, Laurent invites Chris Seiple, Vice Chairman of WoodMac Power & Renewables group, to try to make sense of the scale of the coming power demand surge and the strain it i...
9 Maalis 30min
218. Climate Tech Battle Royale (Shayle Kann vs. Gerard Reid) - Mar26
Last month, Gerard Reid joined Shayle Kann, Managing Partner at Energy Impact Partners, for a world class and fast-moving conversation on the state and future of Climate Tech. The discussion was org...
2 Maalis 37min
217. Lithium, Copper, Silver and other metals go ballistic - Feb26
Lithium has doubled in three months. Copper is printing record highs. Silver went vertical—then collapsed. The move was fast. The reversals were faster. Volatility isn’t elevated. It’s systemic. But ...
23 Helmi 27min
216. Clean Energy Equities Market: "Dancing While the Music Plays" - Feb26
Clean Energy equities have comfortably outperformed the major indices in 2025. Laurent and Gerard are joined by friend of the show Shanu Mathew, an equity portfolio manager everyone in the sector kno...
16 Helmi 34min
215. PPAs, FPAs, IPPs, Flex and Capture rates: new paradigms - Feb26
Luca Pedretti, Co-Founder, Pexapark, returns to discuss how volatility, market design, and new contract structures are transforming power markets and renewable economics. What begins with PPA pricing ...
9 Helmi 27min
214. Grid Resilience: hot risks, cold solutions - Feb26
Resilience is the buzzword of the moment—from Gerard’s personal resilience on display in Davos last week to the critical issue of grid resilience. The great Doug Houseman draws a useful distinction b...
2 Helmi 29min
213. Big Funds, Bigger Bets: Inside Infrastructure’s Power Shift - Jan26
The infrastructure fund industry has become one of the most powerful engines behind the rise of renewables and datacenters. With Zak Bentley, Americas Editor, Infrastructure Investor (part of the PEI ...
26 Tammi 30min
212. Heat Pumps rise again - Jan26
Heat pumps sit at the heart of Europe’s strategy to cut emissions and reduce dependence on imported gas. Under the EU’s REPowerEU plan, the bloc is targeting 60 million heat pumps by 2030. By the end ...
19 Tammi 31min
