130. EVs: Has Tesla lost its Mojo?
We hear conflicting messages regarding the status of the EV market. On the bright side, IEA predicts 17mEV to be sold this year, EV and Hybrids reach 50% market share in China for Q1, more than 500 EV...
29 Huhti 202411min
129. Should the West fear or emulate China?
Laurent and Gerard have a rapid overview of what’s going on regarding the Energy Transition in China and its political implication in the West.Record production of this, record production of that, ove...
22 Huhti 20249min
128. Tracking and Trading Green Electrons 24/7 - Apr24
What is the value of green electrons? Hard to say. Depends where, depends when. What is sure is that, in view of recent regulations and corporate commitments, they must be tracked.From an annual basis...
15 Huhti 202431min
127. Live from Berlin – “Are Renewables still an Infrastructure Play” with Markus Wandt, CIO Aquila Capital
This week, Gerard and Laurent have been invited to a private event organized by Aquila Capital in March 2024, during the Global Infrastructure Conference, where they debate with Markus Wandt, CIO Aqui...
8 Huhti 202421min
126. Grid-Enhancing Technologies - Apr24
The main hindrance to the development of renewables is the connection queue. Basically, grid operators tell developers “Sorry guys, we’re full”. A recent study by RMI has proven that this is simply no...
1 Huhti 202430min
125. From Houston to Berlin (via Bilbao), Better Days!
This week, Gerard and Laurent talk about the 3 big energy gatherings that happened this week. Houston (CERAweek), Bilbao (WindEurope) and Berlin (Global Infrastructure Summit). Laurent and Gerard were...
25 Maalis 202411min
124. The challenging Energy Transition of Japan - Mar24
“It’s hard to play a good game when you have been served weak cards”. This is the perennial challenge of Japan when it comes to the Energy Transition. And the game is getting harder when your two main...
18 Maalis 202429min
123. Conferences and Exhibitions
This week, Gerard and Laurent talk about Conferences / Exhibition that they recently attended and what they have learned there. Gerard was in Germany’s E-World while Laurent was in London’s Energy Sto...
11 Maalis 20249min
