133. AI, Datacenters and Energy - May24
"McKinsey, BCG and S&P Global Commodity Insights project electricity demand tied to data centers to increase at a CAGR of 15% through 2030." “Booming AI demand threatens global electricity supply (FT)...
20 Maj 202429min
132. Ember’s Global Electricity Review 2024
We bring in the star of the week, Ember’s Dave Jones, to discuss the Global Electricity Review 2024, published last week.Main take aways (thank you Nat Bullard): Renewable sources (hydro, wind, solar,...
13 Maj 202411min
131. The future of distribution grids - May24
Distribution grids are facing new challenges. On the one hand, they experience a growth of local demand, with EV charging, heat pumps and datacenters. On the other, they must accommodate with the fast...
6 Maj 202431min
130. EVs: Has Tesla lost its Mojo?
We hear conflicting messages regarding the status of the EV market. On the bright side, IEA predicts 17mEV to be sold this year, EV and Hybrids reach 50% market share in China for Q1, more than 500 EV...
29 Apr 202411min
129. Should the West fear or emulate China?
Laurent and Gerard have a rapid overview of what’s going on regarding the Energy Transition in China and its political implication in the West.Record production of this, record production of that, ove...
22 Apr 20249min
128. Tracking and Trading Green Electrons 24/7 - Apr24
What is the value of green electrons? Hard to say. Depends where, depends when. What is sure is that, in view of recent regulations and corporate commitments, they must be tracked.From an annual basis...
15 Apr 202431min
127. Live from Berlin – “Are Renewables still an Infrastructure Play” with Markus Wandt, CIO Aquila Capital
This week, Gerard and Laurent have been invited to a private event organized by Aquila Capital in March 2024, during the Global Infrastructure Conference, where they debate with Markus Wandt, CIO Aqui...
8 Apr 202421min
126. Grid-Enhancing Technologies - Apr24
The main hindrance to the development of renewables is the connection queue. Basically, grid operators tell developers “Sorry guys, we’re full”. A recent study by RMI has proven that this is simply no...
1 Apr 202430min
