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)

136. Special Eurelectric with PPC’s CEO Georgios Stassis

136. Special Eurelectric with PPC’s CEO Georgios Stassis

Laurent interviews Georgios Stassis, PPC’S CEO, during Eurelectric Power Summit 24.PPC, the Greek Utility, is a remarkable turnaround story: from a soviet-style dinosaur a few years ago, PPC has becom...

10 Kesä 202417min

135. 2024: A pivotal year for the Energy Transition in China - Jun24

135. 2024: A pivotal year for the Energy Transition in China - Jun24

In April, we did Ep129 Minutes about China and announced the interview with a real expert. Here it is. With David Fishman, an American based in Shanghai, we dig deep into China’s Energy Transition. We...

3 Kesä 202430min

134. EcoSummit Preview

134. EcoSummit Preview

Last week, Laurent was in Athens for the spectacular Eurelectric Summit (we will talk more about it in 2 weeks’ time, with a special Episode) meanwhile, we bring in our friend Jan-Michael Hess, organi...

27 Touko 20248min

133. AI, Datacenters and Energy - May24

133. AI, Datacenters and Energy - May24

"McKinsey, BCG and S&P Global Commodity Insights project electricity demand tied to data centers to increase at a CAGR of 15% through 2030." “Booming AI demand threatens global electricity supply (FT)...

20 Touko 202429min

132. Ember’s Global Electricity Review 2024

132. Ember’s Global Electricity Review 2024

We bring in the star of the week, Ember’s Dave Jones, to discuss the Global Electricity Review 2024, published last week.Main take aways (thank you Nat Bullard): Renewable sources (hydro, wind, solar,...

13 Touko 202411min

131. The future of distribution grids - May24

131. The future of distribution grids - May24

Distribution grids are facing new challenges. On the one hand, they experience a growth of local demand, with EV charging, heat pumps and datacenters. On the other, they must accommodate with the fast...

6 Touko 202431min

130. EVs: Has Tesla lost its Mojo?

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?

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

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