77. Subsea interconnectors - jul22

77. Subsea interconnectors - jul22

Subsea interconnectors are a very discreet sector, it entails decade-long developments…but are developing fast and have become critical to increasing renewables penetration and enhancing energy security. They were originally developed around the North Sea and the Baltic Sea by TSO (Transmission System Operators) but have now caught the interest of large private infrastructure investors. Those HVDC cables, running for hundreds of kms under the seabed, can carry (in both ways) power equivalent to a nuclear plant.

How are those projects being developed? What are their revenue models? What are the technical options? What does the future look like as pharaonic projects liking continents are now being considered? Gerard and Laurent provide an in-depth view into the beauty and sophistication of those projects with the “captain Nemo” of interconnectors, Simon Ludlam.

Simon, a former investment banker, is the founding partner of Etchea Energy which currently provides the Management Team to the Irish MaresConnect interconnector project. Etchea Energy previously provided Project Director services to the €500m Greenlink Interconnector where it was successful in introducing Cap & Floor regulation in Ireland, securing PCI status for the project, and raising equity finance for the construction phase. Prior to Greenlink, Simon originated and led the development of the €600m ElecLink interconnector project through the Channel Tunnel.

We thank our friend and partner Aquila Capital for supporting the show

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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