152. Energy Transition – the Global Investment Guide

152. Energy Transition – the Global Investment Guide

Gerard is live on the Wisdom Tree Commodity Exchange podcast and delivers a masterclass on how to invest in the Energy Transition: Renewables, Equity, Innovation, Commodities.

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Laurent will be keynote speaker at ReSource Amsterdam 24-25/10/24. Come say hello https://resource-platform.eu/events/re-source-2024-event/

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We also salute the latest edition of Mycle Schneider World Nuclear Industry Status Report. Essential to understand what is going on in the Nuclear Industry beyond the headlines and the lobbying – More than 500 pages of data and facts.
https://www.worldnuclearreport.org/World-Nuclear-Industry-Status-Report-2024

Avsnitt(175)

184. Market dynamics and Pricing of Battery Materials - Jun25

184. Market dynamics and Pricing of Battery Materials - Jun25

Six years ago, Simon Moores, CEO of Benchmark Minerals Intelligence shook the world in a now legendary testimony in front of the US Senate. Then, Simon predicted the exponential growth of batteries an...

22 Juni 202533min

183. Energy Security from the front line: Eastern Europe and Renewables - Jun25

183. Energy Security from the front line: Eastern Europe and Renewables - Jun25

Laurent remembers vividly his trip to Sofia Bulgaria in winter 2009 when the Russians had cut the gas for Bulgaria during a -15C winter. Russia was already playing hard ball because of (guess what) a ...

15 Juni 202527min

182. Broken grids and Datacenters load growth  - Jun25

182. Broken grids and Datacenters load growth - Jun25

We have recently witnessed spectacular black outs: South Australia 2016, Texas Uri 2021, California 2020-21-25 and Iberia 2025. We are not even mentioning fragile grids in the Global South.  We will d...

9 Juni 202532min

181. “Hot Air” from Tony Blair - May25

181. “Hot Air” from Tony Blair - May25

The Tony Blair Institute for Global Change (TBI) recently released a widely publicized report titled “The Climate Paradox”, which has garnered significant positive attention from outlets such as the G...

26 Maj 202520min

180. The KKR Energy formula - May25

180. The KKR Energy formula - May25

KKR is a Private Equity giant whose involvement in the Energy/Infrastructure sector has grown bigger over the decades. Energy/Infrastructure investments now represents approx 10% of their global Asset...

19 Maj 202527min

179. The future of the Auto Industry: Winners, challengers and zombies - May25

179. The future of the Auto Industry: Winners, challengers and zombies - May25

On one hand, tariffs are causing significant disruption in the global automotive industry. On the other, the electric vehicle (EV) market continues to surge, seemingly unaffected. According to the lat...

12 Maj 202531min

178. Delivering the Wind Reset - May25

178. Delivering the Wind Reset - May25

Laurent and Gerard sit down for an in-depth (and at times fiery) conversation with Ben Backwell, Chair of the Global Wind Energy Council (GWEC), to unpack the current state of the wind industry. Ben j...

5 Maj 202526min

177. The Transatlantic Power Cable: from concept to reality - Apr25

177. The Transatlantic Power Cable: from concept to reality - Apr25

There's been a great deal of excitement and curiosity surrounding the idea of a Transatlantic Interconnector. So, as co-founders, Laurent Segalen and Simon Ludlam, alongside their adviser Gerard Reid,...

28 Apr 202535min

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