141. Texas, California: From Renewable Energy developer to IPP - Jul24
Redefining Energy15 Heinä 2024

141. Texas, California: From Renewable Energy developer to IPP - Jul24

Texas and California have witnessed a crazy growth in Solar and Batteries in recent years. In 2024 California has 24GW of Solar and 9GW of batteries on its grid; Texas has grown even faster with 31GW of Solar and 10GW of batteries.

When it comes to the Energy Transition, you can make the following analogy: public policies are the land and financial markets are the rain. But the seeds are battle-hardened entrepreneurs. Laurent and Gerard love to invite such heroes of the development of Renewables. They don’t build pipelines of projects. They built projects.

One of those American Heroes is Sheldon Kimber, CEO of Intersect Power. In the past 8 years, Intersect has delivered 4GW of Solar and 2.5GWh of batteries. By focusing on a few huge projects, by developing a unique expertise in both Texas and California. Along the way, the Company has closed $5B in project financings and raised nearly $1B in corporate equity (TPG, CAI, Trilantic) to support the buildout of the Base Portfolio and additional growth projects. But Sheldon’s success is also linked to the development of a secure and efficient supply chain.

The conversation is so rich that we didn’t have time to delve into his plan to develop e-fuels for Taylor Swift private jet.
And, as Daniel said: “Stumpf ist Trumpf”.

We thank DLA Piper for supporting the show

Jaksot(174)

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...

13 Loka 202527min

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...

22 Syys 202530min

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...

15 Syys 202530min

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...

8 Syys 202526min

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...

1 Syys 202530min

192. How AI will revolutionise Energy

192. How AI will revolutionise Energy

Gerard delivered a keynote on Digitalisation, AI, Supply Chains and Electrification at the EcoVadis Global Summit.Gerard Reid argues that we are living through a new industrial revolution driven by di...

25 Elo 202523min

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