210. Our Predictions for 2026

210. Our Predictions for 2026

Happy New Year energy nerds

As 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 transition… and then publicly roast themselves for last year’s bad calls.

Before unleashing our 2026 Predictions, we do a mandatory rewind to the crystal-ball disasters of 2025: The 2025 prophecy graveyard:
  1. US oil production down in 2025 (MB — bold, brave… wrong)
  2. Oil at $40/bbl in 2025 (GR — oof)
  3. Geopolitics + broken supply chains + energy chaos = a better, more innovative world (LS — still hoping)
  4. A bloodbath for hydrogen in transportation (MB — disturbingly accurate)
  5. Record installs: Solar 700GW, EVs 20m, Batteries 200GWh (spot on)
  6. The death of all things labelled ESG, Climate, and Carbon (LS — prematurely optimistic)
Scorecard: Gerard absolutely nailed Silver: from $30/oz to $60/oz in 18 months. BP technically survived 2025… but welcomed a new CEO, so partial credit at best.

Michael wins overall, which he will remind us of repeatedly. After heroic levels of co-host sabotage, Laurent loses again, as is now canon.
Our 2026 Predictions:
🔥 China battery systems at $40/kWh, full-system LFP (MB)
🔥 Half of all announced datacenters will never be built — welcome to the credit + grid crisis (LS)
🔥 Wind and solar installs DOWN in 2026 vs 2025 (GR — spicy)
🔥 20GW of solar in Africa in 2026 (MB)
🔥 The GhG Protocol revision fight gets ugly, personal, and possibly litigious (LS)
🔥 LNG glut creates stranded assets everywhere: flat demand, too much supply, tears on spreadsheets (GR)

And yes, plenty more hot takes, bruised egos, and inconvenient truths to kick off the year the right way.

🎙️ Welcome to 2026. Let’s redefine energy.

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(203)

244. AI Transforming Distribution Grids - Aug26

244. AI Transforming Distribution Grids - Aug26

There is no shortage of discussion about the role of AI in the energy transition. Yet while many talk about the future of intelligent grids, only a handful of industry leaders are delivering solutions...

31 Aug 30min

243. From EVs to BESS: Why capital is flowing to batteries - Aug26

243. From EVs to BESS: Why capital is flowing to batteries - Aug26

Recorded at the SolarPower Summit in Brussels this conversation between Laurent Segalen and Jonathan Gifford examines why batteries have become one of the fastest growing and most strategically import...

24 Aug 21min

242. HVDC & the Grid of the future - Michael Barnard - Aug26

242. HVDC & the Grid of the future - Michael Barnard - Aug26

Michael Barnard welcomes Cornelis Plet, CTO of Grid Systems Integration at GE Vernova, about the technologies reshaping modern power systems and the practical realities of building an electrified futu...

17 Aug 41min

241. The Great Oxford Debate: “Energy and Aristotle" - Aug26

241. The Great Oxford Debate: “Energy and Aristotle" - Aug26

In March 2026, Laurent was invited by Jan Rosenow at Oriel College, Oxford, for a public debate on the energy transition. Held in the College's historic library, the discussion brought together contra...

10 Aug 34min

240. The CHINT Blueprint, or the Chinese Solar revolution from the inside - Aug26

240. The CHINT Blueprint, or the Chinese Solar revolution from the inside - Aug26

During Intersolar (The Smart E), Gerard sat down with Dr Chuan Lu, CEO Astronergy and Director of Chint Group to discuss, from the inside the Chinese Solar revolution. 2026 was Dr Lu and Chint 15th pa...

3 Aug 29min

239. Space PPAs for satellites - Jul26

239. Space PPAs for satellites - Jul26

Laurent and Gerard set out to explore one of the biggest ideas emerging alongside the excitement around the SpaceX IPO: datacenters in space. To refuel those satellites emerged the concept of an orbit...

27 Jul 26min

238. Revealed: CIP’s Playbook (Live from DLA Piper) - Jul26

238. Revealed: CIP’s Playbook (Live from DLA Piper) - Jul26

In June 2026, Gerard and Laurent recorded a live episode at DLA Piper’s Charging Up Capital 2026 Global Energy and Digital Investments Forum with Rowan Parkhouse, Managing Director at Copenhagen Infra...

20 Jul 35min

237. Datacenters: "Let’s get Physical" with Quinbrook - Jul26

237. Datacenters: "Let’s get Physical" with Quinbrook - Jul26

Gerard and Laurent first welcomed David Scaysbrook to the podcast in Episode 66, back in January 2022, for a conversation about the future of 24/7 power. Four years later, it felt like the right momen...

13 Jul 31min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
rss-skravla-gar
pengepodden-2
utbytte
rss-pa-konto
pengesnakk
livet-pa-veien-med-jan-erik-larssen
rss-orjasater
tid-er-penger-en-podcast-med-peter-warren
lederpodden
finansredaksjonen
stormkast-med-valebrokk-stordalen
morgenkaffen-med-finansavisen
liberal-halvtime
okonomiamatorene