48. Solar & batteries: can China’s dominance be challenged? - apr21

48. Solar & batteries: can China’s dominance be challenged? - apr21

China manufactures 2/3 of the world’s solar panels and 2/3 of the world’s batteries. How does it look on the ground? What technological advances do Chinese companies have and what does it means for the future?
There is no better source of knowledge on the subject of Solar and Batteries that someone based in China and whose teams are inspecting hundreds of factories. This is for real; and, as usual in China, dynamics are complex… but the results are staggering.
Andy Klump, CEO of CEA (Clean Energy Associates) share with Gerard and Laurent his world-class expertise of what’s happening in the solar and battery industries. The conversation also delves into ESG, carbon content and traceability questions. Ever declining costs are a very positive message for the Energy Transition.
Thank you to Aquila Capital (https://www.aquila-capital.de/en/) for supporting the show.

Episoder(177)

76. Battery swapping for two-wheelers: Gogoro - jun22

76. Battery swapping for two-wheelers: Gogoro - jun22

After the fiasco of “Better place” in 2013, a much-hyped Israeli start up that proposed battery swapping for cars, everybody thought that the concept of battery swapping was dead. Against all odds, an...

15 Jun 202229min

75. Lithium: “White Gold” rush or the “limiting factor”? - jun22

75. Lithium: “White Gold” rush or the “limiting factor”? - jun22

Elon Musk calls Lithium supply the “limiting factor” for electric vehicle adoption globally. Lithium is the key material for the Energy Transition and is currently enjoying a “white gold” rush.The sup...

1 Jun 202230min

74. The new profile of Energy Transition Funds - may22

74. The new profile of Energy Transition Funds - may22

There is not a single day when we don’t hear about new funds being raised to finance the Energy Transition. As very few funds are listed on Exchanges, and it is estimated that more than 2/3 of the Ene...

16 Mai 202225min

73. High energy prices vs. the Energy transition - may22

73. High energy prices vs. the Energy transition - may22

Over the past few months, energy prices have gone through the roof, and Russia’s invasion of Ukraine has put energy security on the front burner. We can legitimately ask ourselves: Are high energy pri...

1 Mai 202227min

72. A Ukrainian Utility at War. A story of resistance, resilience, and hope - apr22

72. A Ukrainian Utility at War. A story of resistance, resilience, and hope - apr22

How to survive a war when you are a Utility in Ukraine? Thanks to Eurelectric which organised the introduction, we have the honour of welcoming a hero of the Energy world: Maxim Timchenko, CEO of DTEK...

15 Apr 202218min

71. Ventures and breakthroughs to decarbonise Heat - apr22

71. Ventures and breakthroughs to decarbonise Heat - apr22

Decarbonising Heat is a significant challenge on the road to Net-Zero, Climate Resilience and Energy Security. It is also a very complex problem as there are several categories of heat that require di...

1 Apr 202225min

70. Why digital management of Batteries matters? - mar22

70. Why digital management of Batteries matters? - mar22

The deployment of Li-Ion batteries has exploded in recent years and is expected to enjoy a 30% annual growth until 2030. But those very critical pieces of hardware need a brain to fully function, and...

16 Mar 202228min

69. Escape from Russia: Rewiring Europe - mar22

69. Escape from Russia: Rewiring Europe - mar22

The war in Ukraine is a total gamechanger. Beyond the personal drama and misery inflicted on millions of human beings, it triggers a tremor in the world of Energy of a magnitude not seen since the Oil...

1 Mar 202223min

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