152. Energy Transition – the Global Investment Guide

152. Energy Transition – the Global Investment Guide

Gerard is live on the Wisdom Tree Commodity Exchange podcast and delivers a masterclass on how to invest in the Energy Transition: Renewables, Equity, Innovation, Commodities.

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Laurent will be keynote speaker at ReSource Amsterdam 24-25/10/24. Come say hello https://resource-platform.eu/events/re-source-2024-event/

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We also salute the latest edition of Mycle Schneider World Nuclear Industry Status Report. Essential to understand what is going on in the Nuclear Industry beyond the headlines and the lobbying – More than 500 pages of data and facts.
https://www.worldnuclearreport.org/World-Nuclear-Industry-Status-Report-2024

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

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