217. Lithium, Copper, Silver and other metals go ballistic - Feb26
Lithium has doubled in three months. Copper is printing record highs. Silver went vertical—then collapsed. The move was fast. The reversals were faster. Volatility isn’t elevated. It’s systemic. But ...
23 Helmi 27min
216. Clean Energy Equities Market: "Dancing While the Music Plays" - Feb26
Clean Energy equities have comfortably outperformed the major indices in 2025. Laurent and Gerard are joined by friend of the show Shanu Mathew, an equity portfolio manager everyone in the sector kno...
16 Helmi 34min
215. PPAs, FPAs, IPPs, Flex and Capture rates: new paradigms - Feb26
Luca Pedretti, Co-Founder, Pexapark, returns to discuss how volatility, market design, and new contract structures are transforming power markets and renewable economics. What begins with PPA pricing ...
9 Helmi 27min
214. Grid Resilience: hot risks, cold solutions - Feb26
Resilience is the buzzword of the moment—from Gerard’s personal resilience on display in Davos last week to the critical issue of grid resilience. The great Doug Houseman draws a useful distinction b...
2 Helmi 29min
213. Big Funds, Bigger Bets: Inside Infrastructure’s Power Shift - Jan26
The infrastructure fund industry has become one of the most powerful engines behind the rise of renewables and datacenters. With Zak Bentley, Americas Editor, Infrastructure Investor (part of the PEI ...
26 Tammi 30min
212. Heat Pumps rise again - Jan26
Heat pumps sit at the heart of Europe’s strategy to cut emissions and reduce dependence on imported gas. Under the EU’s REPowerEU plan, the bloc is targeting 60 million heat pumps by 2030. By the end ...
19 Tammi 31min
211. The last Mile revolution: turning Distribution Networks into Flexibility Powerhouses - Jan26
Laurent and Gerard sit down with Jo-Jo Hubbard, CEO of Electron, to explore why the centre of gravity in the energy transition is shifting decisively toward the distribution grid. Jo-Jo explains why t...
12 Tammi 30min
210. Our Predictions for 2026
Happy New Year energy nerdsAs tradition demands (and lawyers insist), the first episode of the year is the annual ritual where Gerard, Laurent, and Michael boldly predict the future of the energy tran...
5 Tammi 33min
