48. Solar & batteries: can China’s dominance be challenged? - apr21
China manufactures 2/3 of the world’s solar panels and 2/3 of the world’s batteries. How does it look on the ground? What technological advances do Chinese companies have and what does it means for th...
15 Apr 202126min
47. Batteries, a new Asset Class in Infrastructure Investing - apr21
In Episode 47, we dive into the exponential development of batteries into the Grid: the Energy Storage industry is doubling size every year. One of the key market is the UK, where the market is expect...
1 Apr 202127min
46. Flexible, resilient, sustainable: the making of the XXIst Century Supergrid - mar21
After several black outs in the past months, the irresistible growing trend towards electrification and the relentless rise of renewables, the grid has become the indispensable nervous system of the e...
15 Mar 202127min
45. The Green Industrial Revolution - mar21
The UK Green Industrial Revolution was introduced by Boris Johnson, UK Prime Minister, in 2020. It is a holistic approach to decarbonisation, but we wanted to focus on one of its key aspects: the deve...
1 Mar 202125min
44. Hydrogen... it's complicated! - feb21
Why are engineers, politicians and financiers talking about Hydrogen all the time? And why are they throwing billions of subsidies or investment in companies in that sector?Is Hydrogen a problem, with...
15 Feb 202137min
