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(175)

128. Tracking and Trading Green Electrons 24/7 - Apr24

128. Tracking and Trading Green Electrons 24/7 - Apr24

What is the value of green electrons? Hard to say. Depends where, depends when. What is sure is that, in view of recent regulations and corporate commitments, they must be tracked.From an annual basis...

15 Huhti 202431min

127. Live from Berlin – “Are Renewables still an Infrastructure Play” with Markus Wandt, CIO Aquila Capital

127. Live from Berlin – “Are Renewables still an Infrastructure Play” with Markus Wandt, CIO Aquila Capital

This week, Gerard and Laurent have been invited to a private event organized by Aquila Capital in March 2024, during the Global Infrastructure Conference, where they debate with Markus Wandt, CIO Aqui...

8 Huhti 202421min

126. Grid-Enhancing Technologies - Apr24

126. Grid-Enhancing Technologies - Apr24

The main hindrance to the development of renewables is the connection queue. Basically, grid operators tell developers “Sorry guys, we’re full”. A recent study by RMI has proven that this is simply no...

1 Huhti 202430min

125. From Houston to Berlin (via Bilbao), Better Days!

125. From Houston to Berlin (via Bilbao), Better Days!

This week, Gerard and Laurent talk about the 3 big energy gatherings that happened this week. Houston (CERAweek), Bilbao (WindEurope) and Berlin (Global Infrastructure Summit). Laurent and Gerard were...

25 Maalis 202411min

124. The challenging Energy Transition of Japan - Mar24

124. The challenging Energy Transition of Japan - Mar24

“It’s hard to play a good game when you have been served weak cards”. This is the perennial challenge of Japan when it comes to the Energy Transition. And the game is getting harder when your two main...

18 Maalis 202429min

123. Conferences and Exhibitions

123. Conferences and Exhibitions

This week, Gerard and Laurent talk about Conferences / Exhibition that they recently attended and what they have learned there. Gerard was in Germany’s E-World while Laurent was in London’s Energy Sto...

11 Maalis 20249min

122. The EV fast-charging revolution - Mar24

122. The EV fast-charging revolution - Mar24

The two limiting factors for a faster deployment of EVs are the price of vehicles and “range anxiety”. While the former is being addressed by an ever-growing number of cheaper models available on the ...

4 Maalis 202430min

121. Data, data and data

121. Data, data and data

This week, Gerard and Laurent talk about three great reports that have recently been published and deliver some world-class data about past achievements, current status and the direction of travel. As...

26 Helmi 20249min

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