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 Gerard, the co-hosts focus on one of the key trends of 2024 which they call “Batteries, the Great Consolidation”. A lot of great experts are helping shape our view.
To name a few Aaron Wade, Tom Tsogt, Cormac O’Laoire, Christopher Chico, Chris Berry, Benchmark Minerals Intelligence/Rho Motion (Iola Hughe and all Simon Moores’ team). We are thankful for their relentless drive to show us the future.
So, what is the “Great Consolidation” in Batteries. First consolidation in the supplier's landscape, with CATL and BYD trashing the competition and indirectly eliminating a lot of promising startups (We list the cancelled Gigafactories). Then, consolidation in Chemistry, it’s all about LFP now. Finally consolidation in form factor, with prismatic becoming the staple.
At the end of the episode, we salute the King of Solar in Pakistan, Sulaiman ur Rehman.
And also invite on our podcast Mr Faraz Ahmad, one of the Top Energy guy at Amazon, as we are very curious about his attempts to rewrite the rules for accounting for Carbon Emissions. We want to know more. Faraz, you are welcome!

Transcript
https://www.spreaker.com/podcast/redefining-energy--3170008

Jaksot(175)

144. Bill Gates and Energy (2/2) – the Investments / Breakthrough Energy Ventures

144. Bill Gates and Energy (2/2) – the Investments / Breakthrough Energy Ventures

In episode 143, Gerard, Laurent and Michael have discussed the philosophy of Bill Gates when it comes to the Energy Transition, and the root causes of his flawed thesis. Let see now if this transpires...

4 Elo 202418min

143. Bill Gates and Energy (1/2) – the Thesis

143. Bill Gates and Energy (1/2) – the Thesis

Bill Gates is sucking a lot of oxygen in the Energy Transition. Is he a force for good, or a nuisance? What is his thesis and where does it come from? And is the thesis still valid in 2024 or obsolete...

29 Heinä 202419min

142. Batteries vs Hydrogen (Gerard is Live at EcoSummit 2024)

142. Batteries vs Hydrogen (Gerard is Live at EcoSummit 2024)

This week, it is a solo by Gerard Reid.This is the audio of its remarkable presentation at EcoSummit Berlin in June 2024. The topic is “Batteries vs Hydrogen”Link to the YouTube   https://www.youtube....

22 Heinä 202415min

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

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 ...

15 Heinä 202429min

140. SolarPower Europe introduces the "Flexibility Revolution"

140. SolarPower Europe introduces the "Flexibility Revolution"

After a crazy Intersolar in Munich which welcomed more than 120,000 visitors, the pace of Solar deployment in Europe is going exponentially.Gerard and Laurent bring in Walburga Hemetsberger, CEO of So...

8 Heinä 202411min

139. The ESG label is outdated. What now? - Jul24

139. The ESG label is outdated. What now? - Jul24

Glencore’s CEO Gary Nagle has once described ESG as “some person in the basement in office number 27 engaged in a box-ticking exercise.” And a lot of fossil fuel companies – while being less explicit ...

1 Heinä 202431min

138. The Energy Institute’s Statistical Review of World Energy

138. The Energy Institute’s Statistical Review of World Energy

We bring in Nick Wayth, CEO of Energy Institute (EI), for the release of the 73rd Edition of the Statistical Review of World Energy. The Energy Institute Statistical Review of World Energy™ analyses d...

24 Kesä 202415min

137. Subsea interconnectors: new horizons - Jun24

137. Subsea interconnectors: new horizons - Jun24

UK is at the nexus of the subsea interconnector’s new economy. Great Britain is connected to Continental Europe by 8 interconnectors representing up to 15% of its power consumption.Subsea cables are n...

17 Kesä 202427min

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