117. Infrastructure Investing, the consolidation

For the past decade, Natural Gas has been promoted as the “Clean, Reliable and Cheap” fuel to assist the Energy Transition. Well that cosy theory, heavily promoted by the fossil fuel companies, is col...

15 Okt 202122min

What are the technological options to compensate for – as the German say - the “Dunkelflaute” (dark doldrums), those winter weeks of low winds and low solar? That’s the code that will have to be crack...

1 Okt 202133min

Steel and cement with their 2,000 mills and 3,000 kilns, together currently emit 15% of the world’s CO2. So far, they’ve been exempted from carbon trading or carbon pricing, which means no significant...

15 Sep 202127min

Methane is the largest source of greenhouse gas after CO2. The latest IPCC report has flagged the issue as “Code Red”. Until recently, Methane Emissions had not been universally monitored nor managed....

1 Sep 202134min

The future of Sustainable Aviation is a very hot topic, but there are currently more questions than answers: How much of the aviation can be electrified? Will innovation come from start-ups teaming up...

15 Aug 202129min

2020 has proven a turning point in the EV market, and the trend is accelerating in 2021: more models, stronger public policies, mass roll-out of charging infrastructure, and a 300bnUSD race to catch u...

1 Aug 202133min

The development of renewables has made power markets much more volatile, hence “volatility is the new gold”. Harnessing that volatility requires skills much beyond the traditional Energy Trader’s capa...

15 Jul 202127min

Navigating the Energy Transition for an Oil Major is not that simple. Decades-old simple centralised molecules energy systems are making way to decentralised electrons models. Some Oil Majors have sim...

1 Jul 202135min