48. Solar & batteries: can China’s dominance be challenged? - apr21

Six years after her last appearance on the podcast (Episode 28, 15 June 2020), Natasha Luther-Jones  returns to join Laurent and Gerard for a lively catch-up on how both her career and the energy sect...

16 Mars 28min

While Gerard is fixing his knee, Laurent invites Chris Seiple, Vice Chairman of WoodMac Power & Renewables group, to try to make sense of the scale of the coming power demand surge and the strain it i...

9 Mars 30min

Last month, Gerard Reid joined Shayle Kann, Managing Partner at Energy Impact Partners, for a world class and fast-moving conversation on the state and future of Climate Tech.   The discussion was org...

2 Mars 37min

Lithium has doubled in three months. Copper is printing record highs. Silver went vertical—then collapsed. The move was fast. The reversals were faster. Volatility isn’t elevated. It’s systemic.  But ...

23 Feb 27min

Clean Energy equities have comfortably outperformed the major indices in 2025.  Laurent and Gerard are joined by friend of the show Shanu Mathew, an equity portfolio manager everyone in the sector kno...

16 Feb 34min

Luca Pedretti, Co-Founder, Pexapark, returns to discuss how volatility, market design, and new contract structures are transforming power markets and renewable economics. What begins with PPA pricing ...

9 Feb 27min

Resilience is the buzzword of the moment—from Gerard’s personal resilience on display in Davos last week to the critical issue of grid resilience.  The great Doug Houseman draws a useful distinction b...

2 Feb 29min

The infrastructure fund industry has become one of the most powerful engines behind the rise of renewables and datacenters. With Zak Bentley, Americas Editor, Infrastructure Investor (part of the PEI ...

26 Jan 30min