182. Broken grids and Datacenters load growth - Jun25
We have recently witnessed spectacular black outs: South Australia 2016, Texas Uri 2021, California 2020-21-25 and Iberia 2025. We are not even mentioning fragile grids in the Global South. We will d...
9 Jun 202532min
181. “Hot Air” from Tony Blair - May25
The Tony Blair Institute for Global Change (TBI) recently released a widely publicized report titled “The Climate Paradox”, which has garnered significant positive attention from outlets such as the G...
26 Mai 202520min
180. The KKR Energy formula - May25
KKR is a Private Equity giant whose involvement in the Energy/Infrastructure sector has grown bigger over the decades. Energy/Infrastructure investments now represents approx 10% of their global Asset...
19 Mai 202527min
179. The future of the Auto Industry: Winners, challengers and zombies - May25
On one hand, tariffs are causing significant disruption in the global automotive industry. On the other, the electric vehicle (EV) market continues to surge, seemingly unaffected. According to the lat...
12 Mai 202531min
178. Delivering the Wind Reset - May25
Laurent and Gerard sit down for an in-depth (and at times fiery) conversation with Ben Backwell, Chair of the Global Wind Energy Council (GWEC), to unpack the current state of the wind industry. Ben j...
5 Mai 202526min
177. The Transatlantic Power Cable: from concept to reality - Apr25
There's been a great deal of excitement and curiosity surrounding the idea of a Transatlantic Interconnector. So, as co-founders, Laurent Segalen and Simon Ludlam, alongside their adviser Gerard Reid,...
28 Apr 202535min
176. Renewables are dominating the Electrification of an Energy-hungry world (with Ember) - Apr 25
As we start receiving data for the year 2024 in terms of Energy Production and Consumption, it is time to have a forensic analysis of the global Energy Complex in 2024.Last month we had the always com...
14 Apr 202531min
175. Capitalizing on the Infrastructure giants’ Blind Spots - Apr25
Capitalizing on the Infrastructure giants’ Blind Spots: How can a specialised PE fund thrive under the new US Administration?The Energy Transition encompasses more than just power and AI. We have chos...
7 Apr 202529min
