85. Energy Trading: the "Lehman Moment" - nov22
The war in Ukraine has triggered a dislocation of Energy markets, especially in Europe. This has led to a point a few months ago when governments had to bail out all Utilities which were caught on the...
1 Nov 202231min
84. Floating Offshore Wind - oct22
Offshore Wind was one of the great development successes of the past decade, growing in 10 years from a few pilot projects to a real industry. Two zones have been at the fore front: the North Sea (wit...
15 Okt 202230min
83. The rising tide of Electric Shipping - oct22
Decarbonising the shipping industry seemed very aspirational until recently. Lofty goals are out there: “The International Maritime Organization (IMO) has set an ambition to reduce the carbon intensit...
1 Okt 202227min
82. The new Carbon Markets - sep22
In the past two years, we’ve seen a remarkable renaissance of the carbon markets. Some markets are of a “compliance” type - like in Europe - heavily regulated but limited in geography and scope; but t...
15 Sep 202230min
81. Nuclear industry at the crossroads - sep22
Talking about nuclear is tough. In the left corner, a besieged and opaque industry only delivering carefully crafted talking points; and in the right corner, most of the energy economists and financie...
1 Sep 202232min
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
