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(174)

65. Our Predictions for 2022 - jan22

65. Our Predictions for 2022 - jan22

Happy new year 2022 to all our listeners. In this Episode, its Nostradamus vs. Cassandra all over again: Laurent and Gerard review their 2021 predictions (Episode 42) and look forward to the future. H...

2 Tammi 202230min

64. Unstoppable solar - dec21

64. Unstoppable solar - dec21

2021 looked like an “annus horribilis” for the solar industry. Price increases, supply chain problems, threat of taxes on importations. Is the solar industry at the end of 2021 just doom and gloom? Ab...

15 Joulu 202123min

63. Ultra-fast EV charging (and mini grids) - dec21

63. Ultra-fast EV charging (and mini grids) - dec21

EV charging is developing exponentially. It is now a 30bnUSD market per year, growing at a astonishing pace of 20%. More than 1.5m EV charging stations are now operational in the world, 50% in China, ...

1 Joulu 202128min

62. ESG investing: A force for good or blah blah blah? - nov21

62. ESG investing: A force for good or blah blah blah? - nov21

As COP26 comes to a close, there has been a flurry of commitments to invest trillions of dollars in green technologies and carbon neutral projects. That is the core of ESG investing (or is it?).ESG in...

15 Marras 202132min

61. The future of power distribution networks (with ENEL) - nov21

61. The future of power distribution networks (with ENEL) - nov21

Renewables are developing very fast, but without a proper distribution system, the energy transition will soon stall. So, what does tomorrow’s green grid looks like? It seems like a dull subject, but ...

1 Marras 202124min

60. From Energy Transition to Energy Crunch: The “Natgaspocalypse” - oct21

60. From Energy Transition to Energy Crunch: The “Natgaspocalypse” - oct21

For the past decade, Natural Gas has been promoted as the “Clean, Reliable and Cheap” fuel to assist the Energy Transition. Well that cosy theory, heavily promoted by the fossil fuel companies, is col...

15 Loka 202122min

59. Long Duration Energy Storage: the “Final Frontier” - oct21

59. Long Duration Energy Storage: the “Final Frontier” - oct21

What are the technological options to compensate for – as the German say - the “Dunkelflaute” (dark doldrums), those winter weeks of low winds and low solar? That’s the code that will have to be crack...

1 Loka 202133min

58. Fuel Switch or Fuel Fix for Steel and Cement? - sep21

58. Fuel Switch or Fuel Fix for Steel and Cement? - sep21

Steel and cement with their 2,000 mills and 3,000 kilns, together currently emit 15% of the world’s CO2. So far, they’ve been exempted from carbon trading or carbon pricing, which means no significant...

15 Syys 202127min

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