60. From Energy Transition to Energy Crunch: The “Natgaspocalypse” - oct21
Redefining Energy15 Okt 2021

60. From Energy Transition to Energy Crunch: The “Natgaspocalypse” - oct21

For the past decade, Natural Gas has been promoted as the “Clean, Reliable and Cheap” fuel to assist the Energy Transition. Well that cosy theory, heavily promoted by the fossil fuel companies, is collapsing in front of our eyes with the Gas crunch affecting Europe, Asia and Latin America.
As of 6 October 2021, TTF (the Dutch gas hub) front month prices briefly touched 160EUR/MWh, 8 times higher than where they were at beginning of the year, and equivalent to a staggering 56USD/mmbtu or 350USD/bbl of Oil.

In this episode, that we record almost live, Gerard and Laurent try to analyse the causes, the impacts, and the long-term consequences of what we dub “The Natgaspocalypse”. We might as well have called the episode “From Russia with love” as we are discussing, amongst other factors, the role of Russia in the current energy crunch.

But a lot of other long-term and short-term factors have come together to create the perfect storm. So, if supply is being analysed, there is also a lot to discuss about demand.

How those crazy energy prices are fed to the final consumers is creating havoc within the Energy supply chain and triggers heavy-handed, hastily designed, government interventions. Such crises certainly distract the decision makers from their lofty “Net Zero by 2050” goals.

Even when the market ends up rebalancing, as commodities market always do, the suddenness of the shock and its magnitude will generate significant consequences that will go beyond price controls and geopolitics. Governments will need to be more hands-on, whether through a faster decarbonisation or simply doubling down on gas.

The Energy Transition will not be a smooth journey.

We thank Aquila Capital for their support
https://www.aquila-capital.de/en/

Avsnitt(180)

157. Mobile batteries, the ultimate flexibility - Nov24

157. Mobile batteries, the ultimate flexibility - Nov24

First, Gerard is sorry, he couldn’t make it as he was on a ship in the Irish Sea, and his Starlink wouldn’t connect. So, it is just Laurent interviewing a young superstar, Peter Paul van Voorst, CEO o...

4 Nov 202426min

156. Zeroing in on Electrification with Eurelectric

156. Zeroing in on Electrification with Eurelectric

Gerard and Laurent welcome Kristian Ruby, secretary general of Eurelectric, about their new report entitled “Power Barometer – Zeroing in on Electrification”.  To quote the IEA, we enter in the “Age o...

28 Okt 202421min

155. VPP & DER - Oct24

155. VPP & DER - Oct24

What are VPP? Virtual Power Plants. What are DER? Distributed Energy Resources?As the grid becomes more intermittent while the load is growing, those VPP/DER platforms provide a critical role by shedd...

21 Okt 202429min

154. The people driving the EV revolution

154. The people driving the EV revolution

While Gerard is doing his rock star concert at TedTalk Berlin, Laurent has invited an old friend, Roger Atkins, Top Voice on EVs to discuss the people behind the EV revolution.  Roger has a 40 year ca...

14 Okt 202419min

153. The Battery-coaster - Oct24

153. The Battery-coaster - Oct24

The battery infrastructure is currently growing 3x faster than the solar industry. Records are beaten daily: in August 2024, for the first time, Chinese battery factories passed the 100GWh production ...

7 Okt 202425min

152. Energy Transition – the Global Investment Guide

152. Energy Transition – the Global Investment Guide

Gerard is live on the Wisdom Tree Commodity Exchange podcast and delivers a masterclass on how to invest in the Energy Transition: Renewables, Equity, Innovation, Commodities.  -----Laurent will be ke...

30 Sep 202432min

151. Peak Fossil Fuels - Sep24

151. Peak Fossil Fuels - Sep24

ExxonMobil forecasts 2050 Oil demand be the same as today. We believe that they are just “talking their books.”To discuss the future of the Energy system as well as the fight against Climate Change, w...

23 Sep 202425min

150. The new Valuation of Wind Assets

150. The new Valuation of Wind Assets

As Europe has reached 270GW wind power (vs 150GW USA), corresponding to a value of 500bnEUR, we dig into the value of those assets. Gerard being out, Laurent brought his friend Mortimer Menzel, Managi...

16 Sep 202413min

Populärt inom Business & ekonomi

framgangspodden
varvet
badfluence
rss-jossan-nina
rss-borsens-finest
rss-svart-marknad
svd-tech-brief
avanzapodden
uppgang-och-fall
fill-or-kill
rss-inga-dumma-fragor-om-pengar
borsmorgon
rss-dagen-med-di
lastbilspodden
bathina-en-podcast
rss-kort-lang-analyspodden-fran-di
affarsvarlden
market-makers
rss-den-nya-ekonomin
borslunch-2