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

Jaksot(176)

137. Subsea interconnectors: new horizons - Jun24

137. Subsea interconnectors: new horizons - Jun24

UK is at the nexus of the subsea interconnector’s new economy. Great Britain is connected to Continental Europe by 8 interconnectors representing up to 15% of its power consumption.Subsea cables are n...

17 Kesä 202427min

136. Special Eurelectric with PPC’s CEO Georgios Stassis

136. Special Eurelectric with PPC’s CEO Georgios Stassis

Laurent interviews Georgios Stassis, PPC’S CEO, during Eurelectric Power Summit 24.PPC, the Greek Utility, is a remarkable turnaround story: from a soviet-style dinosaur a few years ago, PPC has becom...

10 Kesä 202417min

135. 2024: A pivotal year for the Energy Transition in China - Jun24

135. 2024: A pivotal year for the Energy Transition in China - Jun24

In April, we did Ep129 Minutes about China and announced the interview with a real expert. Here it is. With David Fishman, an American based in Shanghai, we dig deep into China’s Energy Transition. We...

3 Kesä 202430min

134. EcoSummit Preview

134. EcoSummit Preview

Last week, Laurent was in Athens for the spectacular Eurelectric Summit (we will talk more about it in 2 weeks’ time, with a special Episode) meanwhile, we bring in our friend Jan-Michael Hess, organi...

27 Touko 20248min

133. AI, Datacenters and Energy - May24

133. AI, Datacenters and Energy - May24

"McKinsey, BCG and S&P Global Commodity Insights project electricity demand tied to data centers to increase at a CAGR of 15% through 2030." “Booming AI demand threatens global electricity supply (FT)...

20 Touko 202429min

132. Ember’s Global Electricity Review 2024

132. Ember’s Global Electricity Review 2024

We bring in the star of the week, Ember’s Dave Jones, to discuss the Global Electricity Review 2024, published last week.Main take aways (thank you Nat Bullard): Renewable sources (hydro, wind, solar,...

13 Touko 202411min

131. The future of distribution grids - May24

131. The future of distribution grids - May24

Distribution grids are facing new challenges. On the one hand, they experience a growth of local demand, with EV charging, heat pumps and datacenters. On the other, they must accommodate with the fast...

6 Touko 202431min

130. EVs: Has Tesla lost its Mojo?

130. EVs: Has Tesla lost its Mojo?

We hear conflicting messages regarding the status of the EV market. On the bright side, IEA predicts 17mEV to be sold this year, EV and Hybrids reach 50% market share in China for Q1, more than 500 EV...

29 Huhti 202411min

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