188.  US/Petrostate vs EU/Electrostate – a joint episode with Open Circuit

188. US/Petrostate vs EU/Electrostate – a joint episode with Open Circuit

On July 7th, Gerard and Laurent were invited to appear on the U.S. podcast Open Circuit, alongside Jigar Shah, Katherine Hamilton, and Stephen Lacey. It was an emotional reunion—Jigar and Katherine were part of the original Energy Gang, the very show that inspired us to create our own.

We had a rich, two-part conversation. The first part revisited the Spanish blackouts, a topic we had already explored in Episode 185. The second part delved into Europe’s energy security and the evolving dynamic between “Petrostates” and “Electrostates”—the main focus of this episode.

Twenty years ago, Europe and the U.S. shared a broadly aligned energy landscape. But the rise of American energy dominance has since driven a wedge between the two, contributing to today’s political fractures across the Atlantic.

Together, the five of us explored the implications of this growing misalignment—and where we might go from here. It was a passionate and thought-provoking discussion.

Episoder(179)

94. Heat Pumps are Hot - Mar23

94. Heat Pumps are Hot - Mar23

3 million heat pumps were installed in Europe in 2022 (up 38% year on year) with some markets going crazy (Poland went up 120%). The movement is not limited to Europe, as US annual sales rose above 4 ...

15 Mar 202331min

93.  Supply chain - wind, solar, batteries: how to fix the mess? - Mar23

93. Supply chain - wind, solar, batteries: how to fix the mess? - Mar23

The supply chains in renewables are a total mess. Security of Supply, Price fluctuations, Technological changes, ESG… Acquiring equipment on time and on budget is becoming a harder challenge by the da...

1 Mar 202331min

92. Who’s winning the battery arms race? - Feb23

92. Who’s winning the battery arms race? - Feb23

We discovered Simon Moores, CEO of Benchmark Minerals Intelligence, on YouTube, during a legendary testimony during the US Senate in 2019. Simon just blew our mind, so it had been an ambition for this...

15 Feb 202332min

91. The radical transformations of the PPA market - Feb23

91. The radical transformations of the PPA market - Feb23

Power Purchase Agreements (PPAs) are private contracts between a producer of renewable energy and consumers. The PPA was developing consistently, mainly driven by Utilities. Then 2022 arrived and we w...

1 Feb 202327min

90. Blockchain, BigTech and 24/7 Green electrons - Jan23

90. Blockchain, BigTech and 24/7 Green electrons - Jan23

Everybody wants to buy 24/7 green electrons, but until recently, it has proven quite difficult. Most buyers of Green Energy are currently purchasing their electrons on a yearly basis, and furthermore ...

16 Jan 202330min

89. Our Predictions for 2023 - Jan23

89. Our Predictions for 2023 - Jan23

Happy new year 2023 to all our listeners. In this Episode, it is Nostradamus vs. Cassandra all over again: Laurent and Gerard review their 2022 predictions (Episode 65) and look forward to the future....

2 Jan 202330min

88. The Solar Juggernaut - dec22

88. The Solar Juggernaut - dec22

Another year of explosive growth for the Solar Industry: production above 300GW, +45% yoy. What’s behind this staggering growth? How are the supply chain evolving? What are the “Fab four” and what new...

15 Des 202231min

87. Inflection point for Biogas/Biomethane - dec22

87. Inflection point for Biogas/Biomethane - dec22

The biogas/biomethane industry is now one of the promising segments of the Energy Transition: security of supply, renewables sources, local jobs, round the clock dispatchability; the industry ticks al...

1 Des 202230min

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