141. Texas, California: From Renewable Energy developer to IPP - Jul24

141. Texas, California: From Renewable Energy developer to IPP - Jul24

Texas and California have witnessed a crazy growth in Solar and Batteries in recent years. In 2024 California has 24GW of Solar and 9GW of batteries on its grid; Texas has grown even faster with 31GW of Solar and 10GW of batteries.

When it comes to the Energy Transition, you can make the following analogy: public policies are the land and financial markets are the rain. But the seeds are battle-hardened entrepreneurs. Laurent and Gerard love to invite such heroes of the development of Renewables. They don’t build pipelines of projects. They built projects.

One of those American Heroes is Sheldon Kimber, CEO of Intersect Power. In the past 8 years, Intersect has delivered 4GW of Solar and 2.5GWh of batteries. By focusing on a few huge projects, by developing a unique expertise in both Texas and California. Along the way, the Company has closed $5B in project financings and raised nearly $1B in corporate equity (TPG, CAI, Trilantic) to support the buildout of the Base Portfolio and additional growth projects. But Sheldon’s success is also linked to the development of a secure and efficient supply chain.

The conversation is so rich that we didn’t have time to delve into his plan to develop e-fuels for Taylor Swift private jet.
And, as Daniel said: “Stumpf ist Trumpf”.

We thank DLA Piper for supporting the show

Episoder(180)

189.  Energy Disruptions - (Gerard on "Clean Titans")

189. Energy Disruptions - (Gerard on "Clean Titans")

This is Summer time, so we publish some contents that we have created on other channelsA few weeks ago, Gerard came on the ”Clean Titans”The YouTube channel “Clean Titans” focused on clean energy, is ...

4 Aug 20251h 9min

188.  US/Petrostate vs EU/Electrostate – a joint episode with Open Circuit

188. US/Petrostate vs EU/Electrostate – a joint episode with Open Circuit

On July 7th, Gerard and Laurent were invited to appear on the U.S. podcast Open Circuit, alongside Jigar Shah, Katherine Hamilton, and Stephen Lacey. It was an emotional reunion—Jigar and Katherine we...

28 Jul 202532min

187. Texas: Power Surge or Power Splurge? - Jul25

187. Texas: Power Surge or Power Splurge? - Jul25

Texas is an oddity in the western electricity world: fastest growing load, ultra-low prices, crazy development of renewables. Texas consumes now more power than France, despite having only half the po...

21 Jul 202526min

186. Power under Pressure: Fortum’s CEO on Datacenters’ growth and Russian Attacks (Eurelectric)

186. Power under Pressure: Fortum’s CEO on Datacenters’ growth and Russian Attacks (Eurelectric)

Laurent had the pleasure and privilege of sitting down with Markus Rauramo, CEO of Fortum, during the Eurelectric “Power Play” conference in Brussels this June.  Fortum, the Finnish energy company als...

14 Jul 202524min

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

Populært innen Business og økonomi

lydartikler-fra-aftenposten
stopp-verden
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
livet-pa-veien-med-jan-erik-larssen
utbytte
pengesnakk
tid-er-penger-en-podcast-med-peter-warren
pengepodden-2
stormkast-med-valebrokk-stordalen
morgenkaffen-med-finansavisen
rss-sunn-okonomi
liberal-halvtime
rss-politisk-preik
finansredaksjonen
rss-markedspuls-2
lederpodden
okonomiamatorene