64. Unstoppable solar - dec21

64. Unstoppable solar - dec21

2021 looked like an “annus horribilis” for the solar industry. Price increases, supply chain problems, threat of taxes on importations. Is the solar industry at the end of 2021 just doom and gloom? Absolutely not. The solar industry has grown an amazing 27% this year, and the trend will continue in 2022.

We bring the best analyst of the industry, Jenny Chase, Head of Solar at Bloomberg NEF to go through the trends, in volume, prices, technologies, supply and demand. We discuss why solar resists all threats and establish itself, despite recent price rises, as the cheapest source of electricity worldwide.
And to finish the year on a high note, this marvelous quote from our eternal hero (and TIME’s Person of the Year) Elon Musk: “The sun is absurdly, overwhelmingly the source of energy in our solar system. Doesn’t even need maintenance – just works!”

We also want to congratulate Patrick Graichen (Ep52) for becoming new Germany’s Secretary of State for Energy and Climate; Michael Barnard (Ep59) second most downloaded episode; and finally, the king, our friend and mentor, Paul Martin (Ep44) for the most downloaded episode of the year (and ever!).

Paul just co-created the Hydrogen Science Coalition (https://h2sciencecoalition.com/), a group of independent academics, scientists and engineers who are working to bring an evidence-based viewpoint to the heart of the hydrogen discussion. We fully endorse that initiative. Go Paul, Tom, Bernard, David and Jochen.

And as we close the year, we thank again our long-term partner Aquila Capital, who has decided to continue next year. Yeah!

Merry Christmas to all our great listeners (before the EU Commission bans it as “too offensive”) and talk to you all in 2022.

Episoder(185)

226. Energy trends and shocks: from “range anxiety” to “pump anxiety” - Apr26

226. Energy trends and shocks: from “range anxiety” to “pump anxiety” - Apr26

Ember released its 2026 Global Electricity Review (GER26) last week—an extraordinary report showing that 100% of new global electricity generation has been met by renewables. At the same time, the dec...

27 Apr 28min

225. US Utilities vs Hyperscalers - Apr26

225. US Utilities vs Hyperscalers - Apr26

In episode 219, we analysed the relationship between hyperscalers and US utilities from the hyperscaler perspective. To complete the picture, we revisit the debate from the utility’s point of view.Ger...

20 Apr 33min

224. From Wind farms (yield) to Datacenters (growth) - Apr26

224. From Wind farms (yield) to Datacenters (growth) - Apr26

Laurent and Gerard sit down with Paul O’Donnell, Partner at SchrodersGreencoat, a fund manager that has invested more than €13 billion and controls over 400 renewable energy assets across Europe, the ...

13 Apr 29min

223. Solar + Storage: The Economic Core of the Future Grid - Apr26

223. Solar + Storage: The Economic Core of the Future Grid - Apr26

Gerard is invited by Ana Conde from PVcase to make the case for solar paired with storage as the economic foundation of the future energy system.We are in the midst of a technological revolution drive...

6 Apr 31min

222. Understanding Energy and Technology in China - Mar26

222. Understanding Energy and Technology in China - Mar26

Laurent and Gerard speak with Dr. Michal Meidan, Head of China Energy Research at the China Energy Research Programme at the Oxford Institute for Energy Studies, about the profound transformation resh...

30 Mar 32min

221. LNG – Hormuz – “Apocalypse Now” - Mar26

221. LNG – Hormuz – “Apocalypse Now” - Mar26

Gerard and Laurent host Ira Joseph, a leading expert on gas and LNG markets at the Columbia Center on Global Energy, to explore how the Middle East conflict is reshaping the industry.In normal times, ...

23 Mar 26min

220. Deal Trends for M&A and Energy Financing - Mar26

220. Deal Trends for M&A and Energy Financing - Mar26

Six years after her last appearance on the podcast (Episode 28, 15 June 2020), Natasha Luther-Jones  returns to join Laurent and Gerard for a lively catch-up on how both her career and the energy sect...

16 Mar 28min

219. Hyperscalers vs US Utilities - Mar26

219. Hyperscalers vs US Utilities - Mar26

While Gerard is fixing his knee, Laurent invites Chris Seiple, Vice Chairman of WoodMac Power & Renewables group, to try to make sense of the scale of the coming power demand surge and the strain it i...

9 Mar 30min

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