173. The politization of Critical Materials - Mar25

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

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

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

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

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

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

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

EV charging is developing exponentially. It is now a 30bnUSD market per year, growing at a astonishing pace of 20%. More than 1.5m EV charging stations are now operational in the world, 50% in China, ...

1 Dec 202128min