170. Why is the electricity Supercycle unstoppable? Gerard in Davos

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 and data centers. Securing a reliable, affordable, and sustainable energy supply to meet this demand is crucial.

At the 2025 World Economic Forum Annual Meeting at Davos, Hitachi, Ltd. Executive Chairman Toshiaki Higashihara and Hitachi Energy CEO Andreas Schierenbeck, with Elisabeth V. Vardheim (Statnett) and Gerard Reid (Alexa Capital), participate in a panel discussion on 22 January 2025 to explore the parallels between today’s energy landscape and offer insights into how global stakeholders can drive change to address the climate crises.

In summary, how to turn couch potatoes into ironmen. Laurent’s conclusion is that Davos is a perfect microcosm to capture CEOs’ Zeitgeist. And when you hear a global consensus, like 4 years ago on Net Zero and Climate and this year on AI… then it is probably time to SELL.

This event is part of the Davos Accredited Programme. Full video here https://www.youtube.com/watch?v=vIXafAbc1gc

Avsnitt(180)

71. Ventures and breakthroughs to decarbonise Heat - apr22

71. Ventures and breakthroughs to decarbonise Heat - apr22

Decarbonising Heat is a significant challenge on the road to Net-Zero, Climate Resilience and Energy Security. It is also a very complex problem as there are several categories of heat that require di...

1 Apr 202225min

70. Why digital management of Batteries matters? - mar22

70. Why digital management of Batteries matters? - mar22

The deployment of Li-Ion batteries has exploded in recent years and is expected to enjoy a 30% annual growth until 2030. But those very critical pieces of hardware need a brain to fully function, and...

16 Mars 202228min

69. Escape from Russia: Rewiring Europe - mar22

69. Escape from Russia: Rewiring Europe - mar22

The war in Ukraine is a total gamechanger. Beyond the personal drama and misery inflicted on millions of human beings, it triggers a tremor in the world of Energy of a magnitude not seen since the Oil...

1 Mars 202223min

68. Green Hydrogen: miracle or mirage? - feb22

68. Green Hydrogen: miracle or mirage? - feb22

As we are celebrating the 20th anniversary of the seminal book by Jeremy Rifkin “The Hydrogen Economy” and the astronomical amount of non-sense it contained, we wanted to have a real look at the prosp...

15 Feb 202229min

67. From PowerPoint to Gigafactory - feb22

67. From PowerPoint to Gigafactory - feb22

Gigafactory: a term first coined by Elon Musk in 2013 when announcing the Tesla+Panasonic giant battery plant in Nevada. There are currently more than 260 Gigafactories planned around the world, but l...

1 Feb 202230min

66. “The missing hours”: in search of 24/7 carbon free power - jan22

66. “The missing hours”: in search of 24/7 carbon free power - jan22

Delivering 24/7 carbon free power is the holy grail for infrastructure funds. Such progress requires a new approach to investing. New technologies need to be harnessed: Hybridization, storage, and dat...

16 Jan 202227min

65. Our Predictions for 2022 - jan22

65. Our Predictions for 2022 - jan22

Happy new year 2022 to all our listeners. In this Episode, its Nostradamus vs. Cassandra all over again: Laurent and Gerard review their 2021 predictions (Episode 42) and look forward to the future. H...

2 Jan 202230min

64. Unstoppable solar - dec21

64. Unstoppable solar - dec21

2021 looked like an “annus horribilis” for the solar industry. Price increases, supply chain problems, threat of taxes on importations. Is the solar industry at the end of 2021 just doom and gloom? Ab...

15 Dec 202123min

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