55. EVs: Tesla against the world - aug21

55. EVs: Tesla against the world - aug21

2020 has proven a turning point in the EV market, and the trend is accelerating in 2021: more models, stronger public policies, mass roll-out of charging infrastructure, and a 300bnUSD race to catch up on Tesla.

What’s the current state of play in the EV market? Among the OEMs, which are the Tesla challengers, and which are the laggards? Do the SPACs have any future? What are the Chinese up to? What to think about innovative outsiders such as Rivian and Rimac? What about vertical integration, software developments, autonomy, and new services?

A refreshing open conversation with our friend James Carter, a 25-year veteran of the Automotive industry and recognized sharpest mind on the future of mobility.
https://www.linkedin.com/in/jamescartertoronto/

Check our friends:
Benchmark Mineral Intelligence: https://www.benchmarkminerals.com/
Rho Motion: https://rhomotion.com/

A great thanks to Aquila Capital for supporting the show: https://www.aquila-capital.de/en/

Episoder(180)

54. Energy Trading: it is now man vs. machine - jul21

54. Energy Trading: it is now man vs. machine - jul21

The development of renewables has made power markets much more volatile, hence “volatility is the new gold”. Harnessing that volatility requires skills much beyond the traditional Energy Trader’s capa...

15 Jul 202127min

53. Oil Majors: the journey from molecules to electrons - jul21

53. Oil Majors: the journey from molecules to electrons - jul21

Navigating the Energy Transition for an Oil Major is not that simple. Decades-old simple centralised molecules energy systems are making way to decentralised electrons models. Some Oil Majors have sim...

1 Jul 202135min

52. The German "Energiewende" - jun21

52. The German "Energiewende" - jun21

Germany is rightly portrayed as a pioneer in the development of wind and solar. For the past two decades, the German government has granted a) a very stable framework b) very generous terms to renewab...

15 Jun 202131min

51. Is there a future for coal in Asia? - jun21

51. Is there a future for coal in Asia? - jun21

While coal is being phased out in Europe and America, it is still the dominant source of energy in Asia. Why is that? And how will the situation evolve? Is there any teeth behind the net zero pledges ...

1 Jun 202131min

50. Redefining Utilities' strategies in the Electric Decade  (with E.ON at Eurelectric Power Summit 21) - may21

50. Redefining Utilities' strategies in the Electric Decade (with E.ON at Eurelectric Power Summit 21) - may21

“Sorry, I’m getting emotional when it comes to smart meters”. Part of Eurelectric’ s Power Summit 2021, we have had a great conversation with Dr Leonhard Birnbaum, the new CEO of E.ON. E.ON is a massi...

15 Mai 202129min

49. The stratospheric rise of Octopus Energy - may21

49. The stratospheric rise of Octopus Energy - may21

The energy retail sector is also experiencing its version of the energy transition, where incumbents with legacy systems are challenged by new entrants rolling out ground-breaking digital platforms.Be...

1 Mai 202130min

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 th...

15 Apr 202126min

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