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)

112a. Redefining Energy Awards for 2023 (incl. Book of the Year)

112a. Redefining Energy Awards for 2023 (incl. Book of the Year)

Final Episode of 2023 (and last one for the MINUTES on their own channel). All episodes will be on this channel going forward.Here are the Redefining Energy Awards for 2023:Company of the Year - BYDSt...

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112. Weaponizing of energy: the end of innocence - Dec23

112. Weaponizing of energy: the end of innocence - Dec23

Last episode of the Year. And what a year. We passed 1m downloads since inception. In 2023, we will have 470k downloads up 34% compared to 2022. Gerard and Laurent saw the Weaponisation of Energy co...

15 Joulu 202333min

111a. Special Episode - Live from COP28 in Dubai. With Bruce Douglas, CEO Global Renewable Alliance, on 3xRenewables

111a. Special Episode - Live from COP28 in Dubai. With Bruce Douglas, CEO Global Renewable Alliance, on 3xRenewables

This Sunday, a Special Episode. We are going live to COP28 in Dubai.Our special guest is Bruce Douglas, CEO Global Renewable Alliance, who is spearheading the effort around the key message “Double dow...

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111.  The Grand Master of Energy Storage - Dec23

111. The Grand Master of Energy Storage - Dec23

In the past 5 years, we have seen an incredible rise of Energy Storage (ESS) on numerous Grids. Those markets, whether in Europe (10GW) or in the USA (16GW), have been created by the magic formula whe...

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110. French Nuclear “Oh la la” - Nov23

110. French Nuclear “Oh la la” - Nov23

Why should the 97% of non-French listeners of the podcast be interested in the fate of the French nuclear fleet?With 60GW and 56 reactors, the French nuclear fleet is critical to the very existence of...

15 Marras 202331min

109. Top Trends in Climate Tech - Nov23

109. Top Trends in Climate Tech - Nov23

We hear a lot about Climate Tech, and the VC investments about to revolutionize and accelerate the Energy Transition. Gerard and Laurent wanted to know more. And there is no better place than Silicon ...

1 Marras 202326min

108. Wind: the necessary Reset - Oct23

108. Wind: the necessary Reset - Oct23

Honestly, we have struggled to find a suitable title for this Episode. We thought of and then abandoned catchier titles such as “Withering Wind”, “Have we reached peak wind?” and even “Wind – WTF”. Fi...

16 Loka 202331min

107. Electrifying islands with Cleantech innovations (Jamaica) - Oct23

107. Electrifying islands with Cleantech innovations (Jamaica) - Oct23

The smaller the grid, the higher the price. Islands have been plagued forever by a higher price of power. This is an inherent consequence of their small scale. Add on the top some natural catastrophes...

2 Loka 202330min

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