221. LNG – Hormuz – “Apocalypse Now” - Mar26
Gerard and Laurent host Ira Joseph, a leading expert on gas and LNG markets at the Columbia Center on Global Energy, to explore how the Middle East conflict is reshaping the industry.In normal times, ...
23 Mars 26min
220. Deal Trends for M&A and Energy Financing - Mar26
Six years after her last appearance on the podcast (Episode 28, 15 June 2020), Natasha Luther-Jones returns to join Laurent and Gerard for a lively catch-up on how both her career and the energy sect...
16 Mars 28min
219. Hyperscalers vs US Utilities - Mar26
While Gerard is fixing his knee, Laurent invites Chris Seiple, Vice Chairman of WoodMac Power & Renewables group, to try to make sense of the scale of the coming power demand surge and the strain it i...
9 Mars 30min
218. Climate Tech Battle Royale (Shayle Kann vs. Gerard Reid) - Mar26
Last month, Gerard Reid joined Shayle Kann, Managing Partner at Energy Impact Partners, for a world class and fast-moving conversation on the state and future of Climate Tech. The discussion was org...
2 Mars 37min
217. Lithium, Copper, Silver and other metals go ballistic - Feb26
Lithium has doubled in three months. Copper is printing record highs. Silver went vertical—then collapsed. The move was fast. The reversals were faster. Volatility isn’t elevated. It’s systemic. But ...
23 Feb 27min
216. Clean Energy Equities Market: "Dancing While the Music Plays" - Feb26
Clean Energy equities have comfortably outperformed the major indices in 2025. Laurent and Gerard are joined by friend of the show Shanu Mathew, an equity portfolio manager everyone in the sector kno...
16 Feb 34min
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
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
