Redefining Energy15 Dec 2021

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.

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236. The Bankability of Energy Storage (Solar Power Summit) - Jul26

In May 2026, our co-host Laurent Segalen had the privilege of chairing a high-profile panel hosted by SolarPower Europe at its annual Solar Power Summit in Brussels, one of the leading gatherings for ...

6 Juli 26min

235. European Sovereign Neocloud - Jun26

Gerard and Laurent welcome Michel Boutouil, co-founder and CEO of Polarise, a leading European AI infrastructure provider and NVIDIA Cloud Partner based in Berlin. After discussing about what happens ...

29 Juni 32min

234. Engie, the remarkable turn around (live from Eurelectric Power Summit) - Jun26

At the Eurelectric Power Summit 2026 in Helsinki, Laurent had the opportunity to sit down with Catherine MacGregor, CEO of ENGIE and Vice President of Eurelectric, for a wide-ranging discussion on the...

22 Juni 27min

233. To predict the future, “In BNEF we Trust” - Jun26

The International Energy Agency (IEA) and the International Renewable Energy Agency (IRENA) have made significant progress in recent years. Yet they remain largely top-down institutions shaped by poli...

15 Juni 28min

232. GB’s NESO: the “cool” operator - Jun26

Gerard and Laurent have the pleasure of welcoming Fintan Slye, CEO of NESO — Great Britain’s National Energy System Operator. In a lively and wide-ranging discussion, we explored NESO’s governance an...

8 Juni 29min

231. Car Wars: China vs. the West - Jun26

The global auto industry is splitting into two very different worlds — what legendary auto expert Michael Dunne calls “a tale of two countries.” Dunne, CEO of Dunne Insights LLC, has spent decades at ...

1 Juni 32min

230. The growing complexity of battery fleet management - May26

The BESS market is growing at a phenomenal pace. You would think battery management is becoming easier. The reality? It is becoming increasingly complex. Between data risks, a growing number of suppl...

25 Maj 30min