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)

90. Blockchain, BigTech and 24/7 Green electrons - Jan23

90. Blockchain, BigTech and 24/7 Green electrons - Jan23

Everybody wants to buy 24/7 green electrons, but until recently, it has proven quite difficult. Most buyers of Green Energy are currently purchasing their electrons on a yearly basis, and furthermore ...

16 Tammi 202330min

89. Our Predictions for 2023 - Jan23

89. Our Predictions for 2023 - Jan23

Happy new year 2023 to all our listeners. In this Episode, it is Nostradamus vs. Cassandra all over again: Laurent and Gerard review their 2022 predictions (Episode 65) and look forward to the future....

2 Tammi 202330min

88. The Solar Juggernaut - dec22

88. The Solar Juggernaut - dec22

Another year of explosive growth for the Solar Industry: production above 300GW, +45% yoy. What’s behind this staggering growth? How are the supply chain evolving? What are the “Fab four” and what new...

15 Joulu 202231min

87. Inflection point for Biogas/Biomethane - dec22

87. Inflection point for Biogas/Biomethane - dec22

The biogas/biomethane industry is now one of the promising segments of the Energy Transition: security of supply, renewables sources, local jobs, round the clock dispatchability; the industry ticks al...

1 Joulu 202230min

86. The politics of Energy Infrastructure - nov22

86. The politics of Energy Infrastructure - nov22

Geopolitics and Climate disasters have shown how fragile Energy flows and infrastructures have become. Moving electrons or molecules is becoming an ever-greater challenge in the drive to decarbonisati...

15 Marras 202229min

85. Energy Trading: the "Lehman Moment" - nov22

85. Energy Trading: the "Lehman Moment" - nov22

The war in Ukraine has triggered a dislocation of Energy markets, especially in Europe. This has led to a point a few months ago when governments had to bail out all Utilities which were caught on the...

1 Marras 202231min

84. Floating Offshore Wind - oct22

84. Floating Offshore Wind - oct22

Offshore Wind was one of the great development successes of the past decade, growing in 10 years from a few pilot projects to a real industry. Two zones have been at the fore front: the North Sea (wit...

15 Loka 202230min

83. The rising tide of Electric Shipping - oct22

83. The rising tide of Electric Shipping - oct22

Decarbonising the shipping industry seemed very aspirational until recently. Lofty goals are out there: “The International Maritime Organization (IMO) has set an ambition to reduce the carbon intensit...

1 Loka 202227min

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