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
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
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
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
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 Dec 202231min
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 Dec 202230min
86. The politics of Energy Infrastructure - nov22
Geopolitics and Climate disasters have shown how fragile Energy flows and infrastructures have become. Moving electrons or molecules is becoming an ever-greater challenge in the drive to decarbonisati...
15 Nov 202229min
85. Energy Trading: the "Lehman Moment" - nov22
The war in Ukraine has triggered a dislocation of Energy markets, especially in Europe. This has led to a point a few months ago when governments had to bail out all Utilities which were caught on the...
1 Nov 202231min
