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
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
74. The new profile of Energy Transition Funds - may22
There is not a single day when we don’t hear about new funds being raised to finance the Energy Transition. As very few funds are listed on Exchanges, and it is estimated that more than 2/3 of the Ene...
16 Maj 202225min
73. High energy prices vs. the Energy transition - may22
Over the past few months, energy prices have gone through the roof, and Russia’s invasion of Ukraine has put energy security on the front burner. We can legitimately ask ourselves: Are high energy pri...
1 Maj 202227min
