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 prices and the need for energy security tanking or boosting the Energy transition?

Of course, we now are seeing the fossil fuels lobbyists making victory laps, telling “we told you so”, “forget about net-zero” “This is La-la land”, “That’s the consequence of ESG”. In our opinion, that is just grand standing.

To try to understand where the Energy Transition is heading, we have invited one the wisest observer of the Energy Landscape, Jules Kortenhorst. Jules, after a distinguished career in the Energy Industry, is now CEO of RMI (formerly Rocky Mountain Institute). RMI is a 40-year-old independent nonprofit organization of experts working across disciplines to accelerate the clean energy transition to secure a clean, prosperous, zero-carbon future for all.
With Jules, Gerard and Laurent assess the near term and long-term impacts of the current energy markets turmoil. They confront their visions of how policies, technologies, investments, and individual behaviors will influence the future of the Energy Transition.

We thank Aquila Capital for their support

Contact RMI
@JulesKortenhors
@RockyMtnInst
https://www.linkedin.com/company/rocky-mountain-institute/
https://rmi.org/

There is also an excellent report by Alexa Capital on the same subject here
https://www.alexa-capital.com/news-insights/how-europe-s-pearl-harbour-moment-is-affecting-the-transatlantic-energy-transition-outlook/

Episoder(174)

207. E-Mobility and V-2-X - dec25

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206. Renewables Repriced: Hedge Funds and Algo power trading - dec25

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For much of the past two decades, renewable energy investment was viewed as a core infrastructure play—favoured by funds and long-term capital seeking predictable, government-backed cash flows. Yet th...

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Running a power market isn’t just about generating electricity—it’s about making sure every kilowatt is accounted for. Someone has to calculate who owes what, make sure the rules are fair, and keep th...

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204. Live from COP30 – WTFFF and Other Tales from the Amazon

204. Live from COP30 – WTFFF and Other Tales from the Amazon

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17 Nov 202519min

203. Peak Solar - nov25

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Solar energy has experienced explosive growth over the past five years — doubling in capacity outside of China and quadrupling within China. But with this rapid expansion come new concerns: Are we sca...

10 Nov 202529min

202. The US Power Industry Mismatch: Large Load Growth vs. Investment Capital - Nov25

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Laurent and Gerard have an explosive conversation with Bryan Long, Executive Director in JPMorgan’s Commodities Group.They explore why U.S. energy market signals are failing to support new capacity in...

3 Nov 202528min

201. Battery Boom or Policy Bust? The Big EV Divergence - Oct25

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We are in the middle of a battery boom, for EVs and even more for BESS. What's really happening in the electric vehicle (EV) market? Is China dominating the field, or are serious alternatives emerging...

27 Okt 202528min

200. “200 slides, Energy, AI, and the End of ESG” with Nat Bullard - Oct25

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For our 200th episode, we had the pleasure and privilege of speaking with Nat Bullard, one of the sharpest minds in the energy world. A leading analyst in climate and energy, Nat is known for his clea...

20 Okt 202529min

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