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(180)

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

116. Cleantech100 – the Hangover

116. Cleantech100 – the Hangover

After two years of irrational exuberance, we are back to earth when it comes to Cleantech investment.On the menu this week, Gerard and Laurent are reviewing the Cleantech 100 report (15th edition). Th...

22 Jan 202412min

115. The future of Yieldcos (listed Infrastructure Funds) - Jan24

115. The future of Yieldcos (listed Infrastructure Funds) - Jan24

Long term renewables assets portfolios provide stable returns. In most of the world, they are held by pension funds, insurance companies or big infrastructure funds. We have the exception of the UK wi...

15 Jan 202431min

114. Nuclear, Offshore Wind and Cummins

114. Nuclear, Offshore Wind and Cummins

First Episode on the Redefining Energy MINUTES on the main channel.On the menu this week, an update of nuclear and offshore wind, two important (but minor) sources of carbon-free energy.And some news ...

8 Jan 202413min

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 frien...

2 Jan 202428min

112a. Redefining Energy Awards for 2023 (incl. Book of the Year)

112a. Redefining Energy Awards for 2023 (incl. Book of the Year)

Final Episode of 2023 (and last one for the MINUTES on their own channel). All episodes will be on this channel going forward.Here are the Redefining Energy Awards for 2023:Company of the Year - BYDSt...

26 Des 202313min

112. Weaponizing of energy: the end of innocence - Dec23

112. Weaponizing of energy: the end of innocence - Dec23

Last episode of the Year. And what a year. We passed 1m downloads since inception. In 2023, we will have 470k downloads up 34% compared to 2022. Gerard and Laurent saw the Weaponisation of Energy co...

15 Des 202333min

111a. Special Episode - Live from COP28 in Dubai. With Bruce Douglas, CEO Global Renewable Alliance, on 3xRenewables

111a. Special Episode - Live from COP28 in Dubai. With Bruce Douglas, CEO Global Renewable Alliance, on 3xRenewables

This Sunday, a Special Episode. We are going live to COP28 in Dubai.Our special guest is Bruce Douglas, CEO Global Renewable Alliance, who is spearheading the effort around the key message “Double dow...

10 Des 202311min

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