153. The Battery-coaster - Oct24

153. The Battery-coaster - Oct24

The battery infrastructure is currently growing 3x faster than the solar industry. Records are beaten daily: in August 2024, for the first time, Chinese battery factories passed the 100GWh production mark. We are seeing industry giants consolidate their leadership while hopes of alternative technologies or promising start ups are being squashed.

The prices are collapsing monthly, partly due to cheaper inputs, technological improvements and larger volumes, not dissimilar to what happened in recent years to the solar industry. Is LFP the winning chemistry or is there still a future for NMC?

Laurent and Gerard bring Dr Engelke, Chair of Battery Associates, to try to make sense of it all. This young German company has been developing a world class expertise and how uses it to train the future work force is how to build a Gigafactory and how to optimize it. With clients like Tesla, VW and CATL, Battery Associates is in the thick of it. GenZ is defying all politicians by creating a transnational spirit of collaboration between Continents to promote a faster and more efficient future.

Because in the end, it is all about Human Capital. China has benefited from our technology for decades, let’s not be shy and emulate their playbook. It will be more efficient in the long term than lobbying regulators, whine and ask for tariffs and subsidies. Despite the roller coaster, never forget that in a fast-growing market, short term demand is generally overstated, while long term demand is generally understated.

-----
We don’t often recommend other podcasts/YouTube (I know we should). If you are interested in Batteries, please listen/view this interview of Robin Zheng, CEO of CATL.
Really fascinating
https://youtu.be/5VIXjjw4u9A?si=enaf8fls2F82YxoX
https://podcasts.apple.com/gb/podcast/catl-ceo-founder-robin-zeng-the-journey-to-market/id1614211565?i=1000669887553

Jaksot(174)

207. E-Mobility and V-2-X - dec25

207. E-Mobility and V-2-X - dec25

Gerard is on stage with Adele Zhao - Trina Solar and Thomas Raffeiner- The Mobility House at the Smarter E Conference.In a conversation hosted by Jonathan Gifford, they discuss about the future for th...

8 Joulu 202529min

206. Renewables Repriced: Hedge Funds and Algo power trading - dec25

206. Renewables Repriced: Hedge Funds and Algo power trading - dec25

For much of the past two decades, renewable energy investment was viewed as a core infrastructure play—favoured by funds and long-term capital seeking predictable, government-backed cash flows. Yet th...

1 Joulu 202531min

205. Elexon: The Hidden Engine of Britain’s Power Market - nov25

205. Elexon: The Hidden Engine of Britain’s Power Market - nov25

Running a power market isn’t just about generating electricity—it’s about making sure every kilowatt is accounted for. Someone has to calculate who owes what, make sure the rules are fair, and keep th...

24 Marras 202529min

204. Live from COP30 – WTFFF and Other Tales from the Amazon

204. Live from COP30 – WTFFF and Other Tales from the Amazon

Laurent sits down with Bruce Douglas, CEO of the Global Renewable Alliance, for a live conversation from COP30 in Belém, Brazil.They explore how COP30 is structured, the role of the Global Renewable A...

17 Marras 202519min

203. Peak Solar - nov25

203. Peak Solar - nov25

Solar energy has experienced explosive growth over the past five years — doubling in capacity outside of China and quadrupling within China. But with this rapid expansion come new concerns: Are we sca...

10 Marras 202529min

202. The US Power Industry Mismatch: Large Load Growth vs. Investment Capital - Nov25

202. The US Power Industry Mismatch: Large Load Growth vs. Investment Capital - Nov25

Laurent and Gerard have an explosive conversation with Bryan Long, Executive Director in JPMorgan’s Commodities Group.They explore why U.S. energy market signals are failing to support new capacity in...

3 Marras 202528min

201. Battery Boom or Policy Bust? The Big EV Divergence - Oct25

201. Battery Boom or Policy Bust? The Big EV Divergence - Oct25

We are in the middle of a battery boom, for EVs and even more for BESS. What's really happening in the electric vehicle (EV) market? Is China dominating the field, or are serious alternatives emerging...

27 Loka 202528min

200. “200 slides, Energy, AI, and the End of ESG” with Nat Bullard - Oct25

200. “200 slides, Energy, AI, and the End of ESG” with Nat Bullard - Oct25

For our 200th episode, we had the pleasure and privilege of speaking with Nat Bullard, one of the sharpest minds in the energy world. A leading analyst in climate and energy, Nat is known for his clea...

20 Loka 202529min

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