170. Why is the electricity Supercycle unstoppable? Gerard in Davos
Redefining Energy24 Helmi 2025

170. Why is the electricity Supercycle unstoppable? Gerard in Davos

As urgent calls for climate change action continue, an energy supercycle is underway, driven by the increasing need for electrification and digitalization, particularly in high-growth sectors like AI and data centers. Securing a reliable, affordable, and sustainable energy supply to meet this demand is crucial.

At the 2025 World Economic Forum Annual Meeting at Davos, Hitachi, Ltd. Executive Chairman Toshiaki Higashihara and Hitachi Energy CEO Andreas Schierenbeck, with Elisabeth V. Vardheim (Statnett) and Gerard Reid (Alexa Capital), participate in a panel discussion on 22 January 2025 to explore the parallels between today’s energy landscape and offer insights into how global stakeholders can drive change to address the climate crises.

In summary, how to turn couch potatoes into ironmen. Laurent’s conclusion is that Davos is a perfect microcosm to capture CEOs’ Zeitgeist. And when you hear a global consensus, like 4 years ago on Net Zero and Climate and this year on AI… then it is probably time to SELL.

This event is part of the Davos Accredited Programme. Full video here https://www.youtube.com/watch?v=vIXafAbc1gc

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Jaksot(196)

237. Datacenters: "Let’s get Physical" with Quinbrook - Jul26

237. Datacenters: "Let’s get Physical" with Quinbrook - Jul26

Gerard and Laurent first welcomed David Scaysbrook to the podcast in Episode 66, back in January 2022, for a conversation about the future of 24/7 power. Four years later, it felt like the right momen...

13 Heinä 31min

236. The Bankability of Energy Storage (Solar Power Summit) - Jul26

236. The Bankability of Energy Storage (Solar Power Summit) - Jul26

In May 2026, our co-host Laurent Segalen had the privilege of chairing a high-profile panel hosted by SolarPower Europe at its annual Solar Power Summit in Brussels, one of the leading gatherings for ...

6 Heinä 26min

235. European Sovereign Neocloud - Jun26

235. European Sovereign Neocloud - Jun26

Gerard and Laurent welcome Michel Boutouil, co-founder and CEO of Polarise, a leading European AI infrastructure provider and NVIDIA Cloud Partner based in Berlin. After discussing about what happens ...

29 Kesä 32min

234. Engie, the remarkable turn around (live from Eurelectric Power Summit) - Jun26

234. Engie, the remarkable turn around (live from Eurelectric Power Summit) - Jun26

At the Eurelectric Power Summit 2026 in Helsinki, Laurent had the opportunity to sit down with Catherine MacGregor, CEO of ENGIE and Vice President of Eurelectric, for a wide-ranging discussion on the...

22 Kesä 27min

233. To predict the future, “In BNEF we Trust” - Jun26

233. To predict the future, “In BNEF we Trust” - Jun26

The International Energy Agency (IEA) and the International Renewable Energy Agency (IRENA) have made significant progress in recent years. Yet they remain largely top-down institutions shaped by poli...

15 Kesä 28min

232. GB’s NESO: the “cool” operator  - Jun26

232. GB’s NESO: the “cool” operator - Jun26

Gerard and Laurent have the pleasure of welcoming Fintan Slye, CEO of NESO — Great Britain’s National Energy System Operator.  In a lively and wide-ranging discussion, we explored NESO’s governance an...

8 Kesä 29min

231. Car Wars: China vs. the West - Jun26

231. Car Wars: China vs. the West - Jun26

The global auto industry is splitting into two very different worlds — what legendary auto expert Michael Dunne calls “a tale of two countries.” Dunne, CEO of Dunne Insights LLC, has spent decades at ...

1 Kesä 32min

230. The growing complexity of battery fleet management - May26

230. The growing complexity of battery fleet management - May26

The BESS market is growing at a phenomenal pace. You would think battery management is becoming easier. The reality? It is becoming increasingly complex.  Between data risks, a growing number of suppl...

25 Touko 30min

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