93.  Supply chain - wind, solar, batteries: how to fix the mess? - Mar23

93. Supply chain - wind, solar, batteries: how to fix the mess? - Mar23

The supply chains in renewables are a total mess. Security of Supply, Price fluctuations, Technological changes, ESG… Acquiring equipment on time and on budget is becoming a harder challenge by the day. How to fix the supply chain for renewables?

We needed to bring a real professional on the show, and that’s Özer Ergül. Özer is Group Head of Procurement with Aquila Capital. Prior to joining Aquila Capital, he was Group CPO for Lightsource BP, and started his career at Toyota and then HitachiABB. Özer is also Chair of Supply Chain Sustainably workstream with Solar Power Europe. Last year, Özer supervised a CAPEX of 4bnEUR for a 3.3GW deployment of new renewable capacity in Europe and AsiaPac.

Özer delivers the four golden rules to fix the supply chains problems. More perspiration than inspiration. Very technical but eye opening.

We thank our partner for the episode, Conquest Group, a Paris/Dublin-based alternative asset management firm investing in and operating long-life, high-quality assets in tomorrow’s critical infrastructure for the energy transition on behalf of his clients

Episoder(174)

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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...

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

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