148. Batteries: the Great Consolidation

148. Batteries: the Great Consolidation

“Summer has come and passed / The innocent can never last / Wake me up when September ends”. Like John Wick, Laurent thinks he is back.
So we have a very energetic Minutes to start September. With Gerard, the co-hosts focus on one of the key trends of 2024 which they call “Batteries, the Great Consolidation”. A lot of great experts are helping shape our view.
To name a few Aaron Wade, Tom Tsogt, Cormac O’Laoire, Christopher Chico, Chris Berry, Benchmark Minerals Intelligence/Rho Motion (Iola Hughe and all Simon Moores’ team). We are thankful for their relentless drive to show us the future.
So, what is the “Great Consolidation” in Batteries. First consolidation in the supplier's landscape, with CATL and BYD trashing the competition and indirectly eliminating a lot of promising startups (We list the cancelled Gigafactories). Then, consolidation in Chemistry, it’s all about LFP now. Finally consolidation in form factor, with prismatic becoming the staple.
At the end of the episode, we salute the King of Solar in Pakistan, Sulaiman ur Rehman.
And also invite on our podcast Mr Faraz Ahmad, one of the Top Energy guy at Amazon, as we are very curious about his attempts to rewrite the rules for accounting for Carbon Emissions. We want to know more. Faraz, you are welcome!

Transcript
https://www.spreaker.com/podcast/redefining-energy--3170008

Episoder(179)

124. The challenging Energy Transition of Japan - Mar24

124. The challenging Energy Transition of Japan - Mar24

“It’s hard to play a good game when you have been served weak cards”. This is the perennial challenge of Japan when it comes to the Energy Transition. And the game is getting harder when your two main...

18 Mar 202429min

123. Conferences and Exhibitions

123. Conferences and Exhibitions

This week, Gerard and Laurent talk about Conferences / Exhibition that they recently attended and what they have learned there. Gerard was in Germany’s E-World while Laurent was in London’s Energy Sto...

11 Mar 20249min

122. The EV fast-charging revolution - Mar24

122. The EV fast-charging revolution - Mar24

The two limiting factors for a faster deployment of EVs are the price of vehicles and “range anxiety”. While the former is being addressed by an ever-growing number of cheaper models available on the ...

4 Mar 202430min

121. Data, data and data

121. Data, data and data

This week, Gerard and Laurent talk about three great reports that have recently been published and deliver some world-class data about past achievements, current status and the direction of travel. As...

26 Feb 20249min

120. The new value of green power and PPAs - Feb24

120. The new value of green power and PPAs - Feb24

To discuss everything that’s going on in the PPA market (and a lot of things are happening), Gerard and Laurent bring back the excellent Luca Pedretti, CEO and co-founder Pexapark. Pexapark is the lea...

19 Feb 202431min

119. The decarbonization  of the shipping industry

119. The decarbonization of the shipping industry

This week, Gerard is out, so Laurent does the Minutes with Michael Barnard, host of our sister show Redefining Energy – Tech.On the menu this week, an overview of the decarbonisation of shipping. What...

12 Feb 202410min

118. Doubling Energy Efficiency - Feb24

118. Doubling Energy Efficiency - Feb24

At COP28 was endorsed the concept of “tripling renewables” – all good, but a lot of people forgot to mention the rest of the sentence which is “and doubling of Energy Efficiency”. In the latest IEA re...

5 Feb 202427min

117. Infrastructure Investing, the consolidation

117. Infrastructure Investing, the consolidation

Why has the fund raised by infrastructure fund drastically collapsed in 2023. Is it linked to lackluster returns in a high interest rate environment?At the same time, we have seen numerous acquisition...

29 Jan 202411min

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