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(174)

167. The future growth of LNG - Jan 25

167. The future growth of LNG - Jan 25

As the price of gas and LNG (Liquified Natural Gas) becomes a key factor for the value of the world’s energy, we have decided to bring in a top gas expert to explain where the market is and how is it ...

27 Jan 202533min

166. Green Equities Performance: Core vs Periphery - Jan 2025

166. Green Equities Performance: Core vs Periphery - Jan 2025

For the first episode of 2025, Gerard and Laurent have the pleasure of welcoming Shanu Mathew. Shanu is a Senior Vice President at Lazard Asset Management and Portfolio Manager/Analyst on US Sustainab...

13 Jan 202530min

165. Our Predictions for 2025

165. Our Predictions for 2025

Happy new year to all our listeners. It has become a tradition for the first episode of the year: Gerard, Laurent and Michael present their 2025 Predictions in the Energy Transition.Here are the predi...

2 Jan 202527min

164. 2024 Wrap up: Successes, Surprises and Shocks

164. 2024 Wrap up: Successes, Surprises and Shocks

Merry Christmas. This is our last Episode of the Year where Laurent and Gerard summarise what impressed them, surprised them and shocked them. AI, Hydrogen, Renewables, USA vs Europe vs China, Climate...

23 Des 202417min

163. Gerard is live at TedXBerlin / Welcome to the Era of Energy Disruption

163. Gerard is live at TedXBerlin / Welcome to the Era of Energy Disruption

Gerard delivered a master class at TedXBerlin about the four forces driving the Energy Revolution Solar, Batteries, Electronics and China. It is called “Welcome to the Era of Energy Disruption”  An ex...

16 Des 202414min

162. Industrial Climate Solutions – Bridging the “Missing Middle” - Dec24

162. Industrial Climate Solutions – Bridging the “Missing Middle” - Dec24

Just Climate is a 1.5bnUSD vehicle established by Generation Investment with the mission to invest in the highest impact solutions that can radically reduce or remove emissions. They occupy the “missi...

9 Des 202430min

161. Northvolt - Epitaph

161. Northvolt - Epitaph

Northvolt, once the poster child of the European battery industry, shocked the world last month by filling for Chapter 11 in the United States. The Swedish battery start-up burned through billions of ...

2 Des 202417min

160. Financing the Residential Energy Transition - Nov24

160. Financing the Residential Energy Transition - Nov24

Deploying solar and heat pumps in the residential sector is all well and good, but many attempts to scale have unfortunately failed.Beyond the king Octopus, Simon Phelan and his company Hometree have ...

25 Nov 202431min

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