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)

120. The new value of green power and PPAs - Feb24

120. The new value of green power and PPAs - Feb24

To discuss everything that’s going on in the PPA market (and a lot of things are happening), Gerard and Laurent bring back the excellent Luca Pedretti, CEO and co-founder Pexapark. Pexapark is the lea...

19 Helmi 202431min

119. The decarbonization  of the shipping industry

119. The decarbonization of the shipping industry

This week, Gerard is out, so Laurent does the Minutes with Michael Barnard, host of our sister show Redefining Energy – Tech.On the menu this week, an overview of the decarbonisation of shipping. What...

12 Helmi 202410min

118. Doubling Energy Efficiency - Feb24

118. Doubling Energy Efficiency - Feb24

At COP28 was endorsed the concept of “tripling renewables” – all good, but a lot of people forgot to mention the rest of the sentence which is “and doubling of Energy Efficiency”. In the latest IEA re...

5 Helmi 202427min

117. Infrastructure Investing, the consolidation

117. Infrastructure Investing, the consolidation

Why has the fund raised by infrastructure fund drastically collapsed in 2023. Is it linked to lackluster returns in a high interest rate environment?At the same time, we have seen numerous acquisition...

29 Tammi 202411min

116. Cleantech100 – the Hangover

116. Cleantech100 – the Hangover

After two years of irrational exuberance, we are back to earth when it comes to Cleantech investment.On the menu this week, Gerard and Laurent are reviewing the Cleantech 100 report (15th edition). Th...

22 Tammi 202412min

115. The future of Yieldcos (listed Infrastructure Funds) - Jan24

115. The future of Yieldcos (listed Infrastructure Funds) - Jan24

Long term renewables assets portfolios provide stable returns. In most of the world, they are held by pension funds, insurance companies or big infrastructure funds. We have the exception of the UK wi...

15 Tammi 202431min

114. Nuclear, Offshore Wind and Cummins

114. Nuclear, Offshore Wind and Cummins

First Episode on the Redefining Energy MINUTES on the main channel.On the menu this week, an update of nuclear and offshore wind, two important (but minor) sources of carbon-free energy.And some news ...

8 Tammi 202413min

113. Our Predictions for 2024 - Jan24

113. Our Predictions for 2024 - Jan24

Happy new year to all our listeners.It has become a tradition for the first episode of the year: Gerard and Laurent present their 2024 Predictions in the Energy Transition. And we brought in our frien...

2 Tammi 202428min

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