79. The best kept secret (not for long): Energy Efficiency - aug22
Energy Efficiency is not sexy, it’s under the radar, hard to invest in. We are talking about small unit amounts, with aggregation problems, credit problems, standardisation problems. But the whole sec...
1 Aug 202223min
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
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
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
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
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
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
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
