203. Peak Solar - nov25
Redefining Energy10 Marras 2025

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 scaling too quickly? And is the proliferation of solar now starting to strain power grids, creating more problems than solutions?

Enter the concept of the “3 Cs” — Congestion, Curtailment, and Cannibalization — a term coined by Richard Sverisson at Montel. It captures the growing pains of an energy system being transformed at unprecedented speed.

To unpack this, Laurent and Gerard welcome one of the world’s leading voices in solar energy: Sam Wilkinson, Head of Renewables at S&P Global Commodity Insights. Sam leads a team of 20 global experts focused on analysing and forecasting trends across renewable energy markets, policy, and infrastructure. Their insights, developed in close collaboration with industry stakeholders, are critical for understanding where the solar market is heading.

Notably, Sam and his team are forecasting a 100GW decline in new solar capacity in 2026 compared to 2025 — introducing the idea of "Peak Solar."

In this conversation, we explore what “peak solar” really means: its causes, how it might unfold, and the ripple effects on the global supply chain. But it’s not all bad news. Market consolidation, geographic diversification, and ongoing innovation in solar technology are helping the industry navigate challenges. As costs continue to fall and accessibility improves, solar remains a cornerstone of the global energy transition.

Expect a technical yet insightful discussion on the current headwinds — and future opportunities — in the solar energy sector.

Jaksot(180)

189.  Energy Disruptions - (Gerard on "Clean Titans")

189. Energy Disruptions - (Gerard on "Clean Titans")

This is Summer time, so we publish some contents that we have created on other channelsA few weeks ago, Gerard came on the ”Clean Titans”The YouTube channel “Clean Titans” focused on clean energy, is ...

4 Elo 20251h 9min

188.  US/Petrostate vs EU/Electrostate – a joint episode with Open Circuit

188. US/Petrostate vs EU/Electrostate – a joint episode with Open Circuit

On July 7th, Gerard and Laurent were invited to appear on the U.S. podcast Open Circuit, alongside Jigar Shah, Katherine Hamilton, and Stephen Lacey. It was an emotional reunion—Jigar and Katherine we...

28 Heinä 202532min

187. Texas: Power Surge or Power Splurge? - Jul25

187. Texas: Power Surge or Power Splurge? - Jul25

Texas is an oddity in the western electricity world: fastest growing load, ultra-low prices, crazy development of renewables. Texas consumes now more power than France, despite having only half the po...

21 Heinä 202526min

186. Power under Pressure: Fortum’s CEO on Datacenters’ growth and Russian Attacks (Eurelectric)

186. Power under Pressure: Fortum’s CEO on Datacenters’ growth and Russian Attacks (Eurelectric)

Laurent had the pleasure and privilege of sitting down with Markus Rauramo, CEO of Fortum, during the Eurelectric “Power Play” conference in Brussels this June.  Fortum, the Finnish energy company als...

14 Heinä 202524min

185. Blackouts - Jul25

185. Blackouts - Jul25

What Really Happened During the Iberian Blackout This Spring? And How Should We Make Sense of the Conflicting Reports?  To shed light on the events, Gerard and Laurent are joined by global energy expe...

7 Heinä 202524min

184. Market dynamics and Pricing of Battery Materials - Jun25

184. Market dynamics and Pricing of Battery Materials - Jun25

Six years ago, Simon Moores, CEO of Benchmark Minerals Intelligence shook the world in a now legendary testimony in front of the US Senate. Then, Simon predicted the exponential growth of batteries an...

22 Kesä 202533min

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

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