Redefining Energy1 Syys 2025

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.

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.
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.
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.
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.
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.
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.
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

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159. Live from Baku Cop29. Inside the Zone: Chaos, Shock and Hope

Laurent goes live to Baku COP29 to discuss with Bruce “Almighty” Douglas, CEO Global Renewable Alliance and tireless promoter of Renewable Energy.He is the one who coins the famous “Triple Renewables”...

18 Marras 202413min

158. COP – Resilience or Irrelevance?

As COP29 begins, the ripple effects of the re-election of Donald Trump are reaching the shores of the Caspian Sea. COP28 welcomed 85,000 delegates, within which a significant contingent of Oil lobbyi...

11 Marras 202428min

157. Mobile batteries, the ultimate flexibility - Nov24

First, Gerard is sorry, he couldn’t make it as he was on a ship in the Irish Sea, and his Starlink wouldn’t connect. So, it is just Laurent interviewing a young superstar, Peter Paul van Voorst, CEO o...

4 Marras 202426min

156. Zeroing in on Electrification with Eurelectric

Gerard and Laurent welcome Kristian Ruby, secretary general of Eurelectric, about their new report entitled “Power Barometer – Zeroing in on Electrification”. To quote the IEA, we enter in the “Age o...

28 Loka 202421min

155. VPP & DER - Oct24

What are VPP? Virtual Power Plants. What are DER? Distributed Energy Resources?As the grid becomes more intermittent while the load is growing, those VPP/DER platforms provide a critical role by shedd...

21 Loka 202429min

154. The people driving the EV revolution

While Gerard is doing his rock star concert at TedTalk Berlin, Laurent has invited an old friend, Roger Atkins, Top Voice on EVs to discuss the people behind the EV revolution. Roger has a 40 year ca...

14 Loka 202419min

153. The Battery-coaster - Oct24

The battery infrastructure is currently growing 3x faster than the solar industry. Records are beaten daily: in August 2024, for the first time, Chinese battery factories passed the 100GWh production ...

7 Loka 202425min

152. Energy Transition – the Global Investment Guide

Gerard is live on the Wisdom Tree Commodity Exchange podcast and delivers a masterclass on how to invest in the Energy Transition: Renewables, Equity, Innovation, Commodities. -----Laurent will be ke...

30 Syys 202432min

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