113. Our Predictions for 2024 - Jan24

113. Our Predictions for 2024 - Jan24

Happy new year to all our listeners.

It has become a tradition for the first episode of the year: Gerard and Laurent present their 2024 Predictions in the Energy Transition. And we brought in our friend (and co-host of our sister show RE TECH) to spice up the conversation: Michael Barnard. Michael also acts as referee to score the predictions that were made a year ago.
  1. Record installation of everything Energy Transition: Solar, Batteries, Heat Pumps, EV (Gerard)
  2. Massive consolidation in the EV sector – Toyota will buy Panasonic (Laurent)
  3. Volatility in the Energy market is here to stay (Gerard)
  4. New alternatives to Li-Ion in Stationary Storage (Laurent)
  5. The Energy Transition has no plan, it just goes (Gerard)
  6. Nuclear: Westinghouse takes over Europe (Laurent)


Well, the result was that Gerard won (but Laurent is considering filing a reclamation)

Now, to 2024. Our 6 predictions are:
  1. Stellantis will outsource its EV production in China
  2. Politics: Elections in 2024 could derail the Energy Transition
  3. Oversupply of everything energy related – Prices are going down
  4. Stronger top-down governance of Transmission and Interconnection
  5. The return of Clean Energy shares
  6. China will gain massive international market in Wind and EVs
We thank our partner AXPO for supporting the show.

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Episoder(203)

244. AI Transforming Distribution Grids - Aug26

244. AI Transforming Distribution Grids - Aug26

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243. From EVs to BESS: Why capital is flowing to batteries - Aug26

243. From EVs to BESS: Why capital is flowing to batteries - Aug26

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242. HVDC & the Grid of the future - Michael Barnard - Aug26

242. HVDC & the Grid of the future - Michael Barnard - Aug26

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241. The Great Oxford Debate: “Energy and Aristotle" - Aug26

241. The Great Oxford Debate: “Energy and Aristotle" - Aug26

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240. The CHINT Blueprint, or the Chinese Solar revolution from the inside - Aug26

240. The CHINT Blueprint, or the Chinese Solar revolution from the inside - Aug26

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3 Aug 29min

239. Space PPAs for satellites - Jul26

239. Space PPAs for satellites - Jul26

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27 Jul 26min

238. Revealed: CIP’s Playbook (Live from DLA Piper) - Jul26

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20 Jul 35min

237. Datacenters: "Let’s get Physical" with Quinbrook - Jul26

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13 Jul 31min

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