86. The politics of Energy Infrastructure - nov22

86. The politics of Energy Infrastructure - nov22

Geopolitics and Climate disasters have shown how fragile Energy flows and infrastructures have become. Moving electrons or molecules is becoming an ever-greater challenge in the drive to decarbonisation, affordability, and security of supply.

Politics are always in the background, and the recent US Midterms elections have signaled the end of a full Democrat Congress which has been very active in financing infrastructures and the energy transition.

To discuss Energy infrastructure in the context of divisive national politics and tense geopolitics, we have invited one of the savviest US Energy regulators of recent years: Neil Chatterjee. Neil is an American lawyer, political advisor, and government official who was Chairman of the Federal Energy Regulatory Commission (FERC) from 2017 until he was removed from the position by President Donald Trump in November 2020 for his “pro-climate” positions.

The Federal Energy Regulatory Commission is the United States federal agency that regulates the transmission and wholesale sale of electricity and natural gas in interstate commerce and regulates the transportation of oil by pipeline in interstate commerce. FERC also reviews proposals to build interstate natural gas pipelines, natural gas storage projects, and liquefied natural gas (LNG) terminals, in addition to licensing non-federal hydropower projects.

At FERC, Neil approved several key infrastructures such as Liquified Natural Gas Export terminals, and passed the landmark Order 2222, unlocking the development of Distributed Energy Resources (mini grids, VPP, batteries).

With Neil, we discuss the US investments prospects in the wake of the US Midterms, the Inflation Reduction Act, the conundrum of Permitting and more generally how Energy flows are constantly being restructured.

We thank our new sponsor, The Green Recruitment Company, the leading renewable energy and sustainability staffing company in the world.

Episoder(184)

185. Blackouts - Jul25

185. Blackouts - Jul25

What Really Happened During the Iberian Blackout This Spring? And How Should We Make Sense of the Conflicting Reports?  To shed light on the events, Gerard and Laurent are joined by global energy expe...

7 Jul 202524min

184. Market dynamics and Pricing of Battery Materials - Jun25

184. Market dynamics and Pricing of Battery Materials - Jun25

Six years ago, Simon Moores, CEO of Benchmark Minerals Intelligence shook the world in a now legendary testimony in front of the US Senate. Then, Simon predicted the exponential growth of batteries an...

22 Jun 202533min

183. Energy Security from the front line: Eastern Europe and Renewables - Jun25

183. Energy Security from the front line: Eastern Europe and Renewables - Jun25

Laurent remembers vividly his trip to Sofia Bulgaria in winter 2009 when the Russians had cut the gas for Bulgaria during a -15C winter. Russia was already playing hard ball because of (guess what) a ...

15 Jun 202527min

182. Broken grids and Datacenters load growth  - Jun25

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

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

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

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

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

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