64. Unstoppable solar - dec21

64. Unstoppable solar - dec21

2021 looked like an “annus horribilis” for the solar industry. Price increases, supply chain problems, threat of taxes on importations. Is the solar industry at the end of 2021 just doom and gloom? Absolutely not. The solar industry has grown an amazing 27% this year, and the trend will continue in 2022.

We bring the best analyst of the industry, Jenny Chase, Head of Solar at Bloomberg NEF to go through the trends, in volume, prices, technologies, supply and demand. We discuss why solar resists all threats and establish itself, despite recent price rises, as the cheapest source of electricity worldwide.
And to finish the year on a high note, this marvelous quote from our eternal hero (and TIME’s Person of the Year) Elon Musk: “The sun is absurdly, overwhelmingly the source of energy in our solar system. Doesn’t even need maintenance – just works!”

We also want to congratulate Patrick Graichen (Ep52) for becoming new Germany’s Secretary of State for Energy and Climate; Michael Barnard (Ep59) second most downloaded episode; and finally, the king, our friend and mentor, Paul Martin (Ep44) for the most downloaded episode of the year (and ever!).

Paul just co-created the Hydrogen Science Coalition (https://h2sciencecoalition.com/), a group of independent academics, scientists and engineers who are working to bring an evidence-based viewpoint to the heart of the hydrogen discussion. We fully endorse that initiative. Go Paul, Tom, Bernard, David and Jochen.

And as we close the year, we thank again our long-term partner Aquila Capital, who has decided to continue next year. Yeah!

Merry Christmas to all our great listeners (before the EU Commission bans it as “too offensive”) and talk to you all in 2022.

Avsnitt(174)

215. PPAs, FPAs, IPPs, Flex and Capture rates: new paradigms - Feb26

215. PPAs, FPAs, IPPs, Flex and Capture rates: new paradigms - Feb26

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

214. Grid Resilience: hot risks, cold solutions - Feb26

214. Grid Resilience: hot risks, cold solutions - Feb26

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

213. Big Funds, Bigger Bets: Inside Infrastructure’s Power Shift - Jan26

213. Big Funds, Bigger Bets: Inside Infrastructure’s Power Shift - Jan26

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

212. Heat Pumps rise again - Jan26

212. Heat Pumps rise again - Jan26

Heat pumps sit at the heart of Europe’s strategy to cut emissions and reduce dependence on imported gas. Under the EU’s REPowerEU plan, the bloc is targeting 60 million heat pumps by 2030. By the end ...

19 Jan 31min

211. The last Mile revolution: turning Distribution Networks into Flexibility Powerhouses - Jan26

211. The last Mile revolution: turning Distribution Networks into Flexibility Powerhouses - Jan26

Laurent and Gerard sit down with Jo-Jo Hubbard, CEO of Electron, to explore why the centre of gravity in the energy transition is shifting decisively toward the distribution grid. Jo-Jo explains why t...

12 Jan 30min

210. Our Predictions for 2026

210. Our Predictions for 2026

Happy New Year energy nerdsAs tradition demands (and lawyers insist), the first episode of the year is the annual ritual where Gerard, Laurent, and Michael boldly predict the future of the energy tran...

5 Jan 33min

209. Deals, Scandals and other memorable moments of 2025

209. Deals, Scandals and other memorable moments of 2025

For our final episode of the year, Laurent jumped onto the Wolfe Power podcast, where he and host Alex Wolfe took a no-nonsense tour through the big energy moments that shaped 2025.  Deals of the Year...

22 Dec 202537min

208. AI vs. Energy: the cost of speed - dec25

208. AI vs. Energy: the cost of speed - dec25

Will artificial intelligence reshape the power grid, or will the inertia and complexity of today’s infrastructure slow progress—or even redefine how large language models, chips, and datacenters are d...

15 Dec 202531min

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