170. Why is the electricity Supercycle unstoppable? Gerard in Davos
As urgent calls for climate change action continue, an energy supercycle is underway, driven by the increasing need for electrification and digitalization, particularly in high-growth sectors like AI ...
24 Feb 202526min
169. 2025 State of play in the battery universe - Feb25
2024 has been another exceptional year for the battery industry. We have invited Aaron Wade to discuss the various technological and economic aspects of this rapidly expanding universe. Aaron is a ris...
17 Feb 202529min
168. "Invest where it hurts!" - Laurent at Pexapark
While Gerard Reid was at Davos, schmoozing with world leaders, Laurent Segalen was invited by Luca Pedretti on the Pexapark podcast. They had a conversation around where to invest in the Energy Transi...
3 Feb 202517min
167. The future growth of LNG - Jan 25
As the price of gas and LNG (Liquified Natural Gas) becomes a key factor for the value of the world’s energy, we have decided to bring in a top gas expert to explain where the market is and how is it ...
27 Jan 202533min
166. Green Equities Performance: Core vs Periphery - Jan 2025
For the first episode of 2025, Gerard and Laurent have the pleasure of welcoming Shanu Mathew. Shanu is a Senior Vice President at Lazard Asset Management and Portfolio Manager/Analyst on US Sustainab...
13 Jan 202530min
165. Our Predictions for 2025
Happy new year to all our listeners. It has become a tradition for the first episode of the year: Gerard, Laurent and Michael present their 2025 Predictions in the Energy Transition.Here are the predi...
2 Jan 202527min
164. 2024 Wrap up: Successes, Surprises and Shocks
Merry Christmas. This is our last Episode of the Year where Laurent and Gerard summarise what impressed them, surprised them and shocked them. AI, Hydrogen, Renewables, USA vs Europe vs China, Climate...
23 Dec 202417min
163. Gerard is live at TedXBerlin / Welcome to the Era of Energy Disruption
Gerard delivered a master class at TedXBerlin about the four forces driving the Energy Revolution Solar, Batteries, Electronics and China. It is called “Welcome to the Era of Energy Disruption” An ex...
16 Dec 202414min
