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)

78. Batterytech, VCs, SPACs:  “There will be blood” - jul22

78. Batterytech, VCs, SPACs: “There will be blood” - jul22

The future of storage is so bright that investing in in the vertical and its adjacencies is the opportunity of a lifetime. At the same time, buyer beware - there are many Theranos-like investment oppo...

15 Jul 202227min

77. Subsea interconnectors - jul22

77. Subsea interconnectors - jul22

Subsea interconnectors are a very discreet sector, it entails decade-long developments…but are developing fast and have become critical to increasing renewables penetration and enhancing energy securi...

1 Jul 202230min

76. Battery swapping for two-wheelers: Gogoro - jun22

76. Battery swapping for two-wheelers: Gogoro - jun22

After the fiasco of “Better place” in 2013, a much-hyped Israeli start up that proposed battery swapping for cars, everybody thought that the concept of battery swapping was dead. Against all odds, an...

15 Jun 202229min

75. Lithium: “White Gold” rush or the “limiting factor”? - jun22

75. Lithium: “White Gold” rush or the “limiting factor”? - jun22

Elon Musk calls Lithium supply the “limiting factor” for electric vehicle adoption globally. Lithium is the key material for the Energy Transition and is currently enjoying a “white gold” rush.The sup...

1 Jun 202230min

74. The new profile of Energy Transition Funds - may22

74. The new profile of Energy Transition Funds - may22

There is not a single day when we don’t hear about new funds being raised to finance the Energy Transition. As very few funds are listed on Exchanges, and it is estimated that more than 2/3 of the Ene...

16 Mai 202225min

73. High energy prices vs. the Energy transition - may22

73. High energy prices vs. the Energy transition - may22

Over the past few months, energy prices have gone through the roof, and Russia’s invasion of Ukraine has put energy security on the front burner. We can legitimately ask ourselves: Are high energy pri...

1 Mai 202227min

72. A Ukrainian Utility at War. A story of resistance, resilience, and hope - apr22

72. A Ukrainian Utility at War. A story of resistance, resilience, and hope - apr22

How to survive a war when you are a Utility in Ukraine? Thanks to Eurelectric which organised the introduction, we have the honour of welcoming a hero of the Energy world: Maxim Timchenko, CEO of DTEK...

15 Apr 202218min

71. Ventures and breakthroughs to decarbonise Heat - apr22

71. Ventures and breakthroughs to decarbonise Heat - apr22

Decarbonising Heat is a significant challenge on the road to Net-Zero, Climate Resilience and Energy Security. It is also a very complex problem as there are several categories of heat that require di...

1 Apr 202225min

Populært innen Business og økonomi

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