82. The new Carbon Markets - sep22
In the past two years, we’ve seen a remarkable renaissance of the carbon markets. Some markets are of a “compliance” type - like in Europe - heavily regulated but limited in geography and scope; but t...
15 Sep 202230min
81. Nuclear industry at the crossroads - sep22
Talking about nuclear is tough. In the left corner, a besieged and opaque industry only delivering carefully crafted talking points; and in the right corner, most of the energy economists and financie...
1 Sep 202232min
80. Solar rooftop: the foot soldiers of the Energy Transition - aug22
This episode is done in partnership with SolarPower Europe.There is a lot of media around Utility solar, but the real solar revolution is happening one rooftop at the time. In China, the EU and Austra...
16 Aug 202226min
79. The best kept secret (not for long): Energy Efficiency - aug22
Energy Efficiency is not sexy, it’s under the radar, hard to invest in. We are talking about small unit amounts, with aggregation problems, credit problems, standardisation problems. But the whole sec...
1 Aug 202223min
78. Batterytech, VCs, SPACs: “There will be blood” - jul22
The future of storage is so bright that investing in in the vertical and its adjacencies is the opportunity of a lifetime. At the same time, buyer beware - there are many Theranos-like investment oppo...
15 Juli 202227min
77. Subsea interconnectors - jul22
Subsea interconnectors are a very discreet sector, it entails decade-long developments…but are developing fast and have become critical to increasing renewables penetration and enhancing energy securi...
1 Juli 202230min
76. Battery swapping for two-wheelers: Gogoro - jun22
After the fiasco of “Better place” in 2013, a much-hyped Israeli start up that proposed battery swapping for cars, everybody thought that the concept of battery swapping was dead. Against all odds, an...
15 Juni 202229min
75. Lithium: “White Gold” rush or the “limiting factor”? - jun22
Elon Musk calls Lithium supply the “limiting factor” for electric vehicle adoption globally. Lithium is the key material for the Energy Transition and is currently enjoying a “white gold” rush.The sup...
1 Juni 202230min
