193. The Seven Deadly Sins of the Energy Transition

193. The Seven Deadly Sins of the Energy Transition

Three wise men met and discussed the Seven Sins of The Energy Transition. Laurent, Gerard and Michael dissect seven sectors that have captured attention, investments and public money and are at best dead ends, at worst disasters waiting to happen.
  1. Greed — “Subsidy Mining in a Lab Coat” (Carbon Capture & Direct Air Capture)
    A capital-intensive detour that soaks up public money while delivering trivial abatement at extreme cost, great PR for incumbents, weak climate math.
  2. Gluttony — “Three Kilowatt-Hours to Move One” (Hydrogen-for-Energy)
    An energy-wasting appetite: make H₂ with clean power, then throw most of that power away moving, compressing, liquefying, and reconverting it—useful only in narrow industrial niches.
  3. Sloth — “Always ‘On Time’ by 2040” (Small Modular Reactors)
    Perma-prototype promises that stay years late and dollars short while wind, solar, and storage deploy at scale now.
  4. Pride — “We Will Bottle the Sun” (Fusion Salvationism)
    Technological hubris as strategy: a captivating physics quest, but not a climate plan for the 2030s. Invest in science, don’t budget on miracles.
  5. Lust — “Drop-In Fantasies for Every Engine” (Biofuels-Everywhere)
    The seductive promise of pouring yesterday’s fuels into tomorrow’s problems; keep them for hard-to-electrify edges, not as a universal fix.
  6. Wrath — “Culture War at Sea” (America’s Offshore-Wind Own-Goals)
    Ideological backlash, litigation, and policy whiplash torch viable projects and local supply chains while the rest of the world builds.
  7. Envy — “Green Halo by Checkbox” (ESG Box-Ticking)
    Chasing ratings and labels instead of real-world decarbonization and cash-flow-relevant risk; better to separate E, S, and G and measure outcomes

Jaksot(174)

183. Energy Security from the front line: Eastern Europe and Renewables - Jun25

183. Energy Security from the front line: Eastern Europe and Renewables - Jun25

Laurent remembers vividly his trip to Sofia Bulgaria in winter 2009 when the Russians had cut the gas for Bulgaria during a -15C winter. Russia was already playing hard ball because of (guess what) a ...

15 Kesä 202527min

182. Broken grids and Datacenters load growth  - Jun25

182. Broken grids and Datacenters load growth - Jun25

We have recently witnessed spectacular black outs: South Australia 2016, Texas Uri 2021, California 2020-21-25 and Iberia 2025. We are not even mentioning fragile grids in the Global South.  We will d...

9 Kesä 202532min

181. “Hot Air” from Tony Blair - May25

181. “Hot Air” from Tony Blair - May25

The Tony Blair Institute for Global Change (TBI) recently released a widely publicized report titled “The Climate Paradox”, which has garnered significant positive attention from outlets such as the G...

26 Touko 202520min

180. The KKR Energy formula - May25

180. The KKR Energy formula - May25

KKR is a Private Equity giant whose involvement in the Energy/Infrastructure sector has grown bigger over the decades. Energy/Infrastructure investments now represents approx 10% of their global Asset...

19 Touko 202527min

179. The future of the Auto Industry: Winners, challengers and zombies - May25

179. The future of the Auto Industry: Winners, challengers and zombies - May25

On one hand, tariffs are causing significant disruption in the global automotive industry. On the other, the electric vehicle (EV) market continues to surge, seemingly unaffected. According to the lat...

12 Touko 202531min

178. Delivering the Wind Reset - May25

178. Delivering the Wind Reset - May25

Laurent and Gerard sit down for an in-depth (and at times fiery) conversation with Ben Backwell, Chair of the Global Wind Energy Council (GWEC), to unpack the current state of the wind industry. Ben j...

5 Touko 202526min

177. The Transatlantic Power Cable: from concept to reality - Apr25

177. The Transatlantic Power Cable: from concept to reality - Apr25

There's been a great deal of excitement and curiosity surrounding the idea of a Transatlantic Interconnector. So, as co-founders, Laurent Segalen and Simon Ludlam, alongside their adviser Gerard Reid,...

28 Huhti 202535min

176.  Renewables are dominating the Electrification of an Energy-hungry world (with Ember) - Apr 25

176. Renewables are dominating the Electrification of an Energy-hungry world (with Ember) - Apr 25

As we start receiving data for the year 2024 in terms of Energy Production and Consumption, it is time to have a forensic analysis of the global Energy Complex in 2024.Last month we had the always com...

14 Huhti 202531min

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