44. Hydrogen... it's complicated! - feb21

44. Hydrogen... it's complicated! - feb21

Why are engineers, politicians and financiers talking about Hydrogen all the time? And why are they throwing billions of subsidies or investment in companies in that sector?
Is Hydrogen a problem, with its hundreds of millions tonnes of CO2 emissions per year or a “Swiss Army Knife” solution that will help decarbonise Mobility, Heating and God knows what?
Should decarbonising the current Hydrogen production be the initial goal? Carbon Capture, Electrolysers: do those technologies make sense from an economic perspective, are there technology breakthroughs ahead or does someone will have to foot the bill?
Rather than trying to fix the fuel, should we not instead switch the fuel and electrify everything?
Those are all the subjects that are covered in this long Episode, and answers are… complicated.
Fortunately, we have our friend Paul Martin on the show, to try to make sense of all those options, and dissociate the Hope from the Hype.

References:
•Electrification: Mark Jacobson
•Mobility: James Carter (and check Auke Hoestra on twitter)
•Aviation: Toby McCann
•Lobbying: THE HYDROGEN HYPE https://corporateeurope.org/sites/default/files/2020-12/hydrogen-report-web-final_3.pdf
•Finally, a lot of good material from our friends John Poljack and Alex Grant

Avsnitt(185)

186. Power under Pressure: Fortum’s CEO on Datacenters’ growth and Russian Attacks (Eurelectric)

186. Power under Pressure: Fortum’s CEO on Datacenters’ growth and Russian Attacks (Eurelectric)

Laurent had the pleasure and privilege of sitting down with Markus Rauramo, CEO of Fortum, during the Eurelectric “Power Play” conference in Brussels this June.  Fortum, the Finnish energy company als...

14 Juli 202524min

185. Blackouts - Jul25

185. Blackouts - Jul25

What Really Happened During the Iberian Blackout This Spring? And How Should We Make Sense of the Conflicting Reports?  To shed light on the events, Gerard and Laurent are joined by global energy expe...

7 Juli 202524min

184. Market dynamics and Pricing of Battery Materials - Jun25

184. Market dynamics and Pricing of Battery Materials - Jun25

Six years ago, Simon Moores, CEO of Benchmark Minerals Intelligence shook the world in a now legendary testimony in front of the US Senate. Then, Simon predicted the exponential growth of batteries an...

22 Juni 202533min

183. Energy Security from the front line: Eastern Europe and Renewables - Jun25

183. Energy Security from the front line: Eastern Europe and Renewables - Jun25

Laurent remembers vividly his trip to Sofia Bulgaria in winter 2009 when the Russians had cut the gas for Bulgaria during a -15C winter. Russia was already playing hard ball because of (guess what) a ...

15 Juni 202527min

182. Broken grids and Datacenters load growth  - Jun25

182. Broken grids and Datacenters load growth - Jun25

We have recently witnessed spectacular black outs: South Australia 2016, Texas Uri 2021, California 2020-21-25 and Iberia 2025. We are not even mentioning fragile grids in the Global South.  We will d...

9 Juni 202532min

181. “Hot Air” from Tony Blair - May25

181. “Hot Air” from Tony Blair - May25

The Tony Blair Institute for Global Change (TBI) recently released a widely publicized report titled “The Climate Paradox”, which has garnered significant positive attention from outlets such as the G...

26 Maj 202520min

180. The KKR Energy formula - May25

180. The KKR Energy formula - May25

KKR is a Private Equity giant whose involvement in the Energy/Infrastructure sector has grown bigger over the decades. Energy/Infrastructure investments now represents approx 10% of their global Asset...

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179. The future of the Auto Industry: Winners, challengers and zombies - May25

179. The future of the Auto Industry: Winners, challengers and zombies - May25

On one hand, tariffs are causing significant disruption in the global automotive industry. On the other, the electric vehicle (EV) market continues to surge, seemingly unaffected. According to the lat...

12 Maj 202531min

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