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
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
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
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
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
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
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
199. The LNG Mirage - Oct25
The oil and gas industry is clinging to the narrative that we're entering a "Golden Age of Gas" — especially when it comes to LNG. Riding this assumption, companies have been pouring in investments at...
13 Loka 202527min
