223. Solar + Storage: The Economic Core of the Future Grid - Apr26

Gerard is invited by Ana Conde from PVcase to make the case for solar paired with storage as the economic foundation of the future energy system.

We are in the midst of a technological revolution driven by electrification and AI. But building the energy system that can power this shift requires more than adding new capacity — it demands system-level thinking, new coordination mechanisms, and new financial models to ensure a smooth transition.

They explore how solar moved from a niche technology to the backbone of modern energy infrastructure and why pairing it with storage is no longer optional for project bankability and long-term competitiveness.

They discuss how grid outages act as warning signals, exposing the fragility of legacy infrastructure, and what that implies for resilience in an increasingly electrified world.

The conversation also examines the economic incentives, institutional inertia, and behavioural forces that resist technological change — and how innovative business models are beginning to unlock faster adoption.

This episode goes beyond viewing solar as a technology alone. It unpacks the economics and coordination required to build a resilient, low-cost energy system capable of supporting the AI-driven future.
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An episode delivered in partnership with SolarPower Europe. SolarPower Europe has established the ‘Battery Storage Europe Platform’ (advocacy, COMs campaigning, networking) around battery storage. Companies should join as members to help us push messages on solar, flexibility and batteries https://www.batterystorageeurope.org/