83. Batteries and Solar overcapacities lead to price collapse; Munich auto show; Lithium M&A; Green Steel

98. Redefining Energy Awards for 2023 (incl. Book of the Year): Final Episode on the Redefining Energy MINUTES channel. We are moving to the main channel in 2024 (That’s why we also publish this Episode on the main channel.) Here are the Redefining Energy Awards for 2023: - Company of the Year - BYD - Start Up of... by Redefining Energy - Minutes / Archives 2022-23

13 min listen

97. EV China, COP 28, Lithium crash, EDF alone. Masdar offshore wind, short list Book of the Year: Every Sunday, Laurent and Gerard discuss last week’s news in the Energy Transition. On the menu: - Number of the week: 1 million EV produced in China in November - COP 28: great success or “nothingburger”? - Lithium crash (-80% YTD) - EDF alone to... by Redefining Energy - Minutes / Archives 2022-23

10 min listen

96. Live from COP28 in Dubai. With Bruce Douglas, CEO Global Renewable Alliance, on 3xRenewables: This Sunday, a Special Episode. We are going live to COP28 in Dubai. Our special guest is Bruce Douglas, CEO Global Renewable Alliance, who is spearheading the effort around the key message “Double down, Triple Up” or how we will decarbonise by... by Redefining Energy - Minutes / Archives 2022-23

11 min listen

95. COP28, Solar, Deals, Biomass, Refineries, Sodium batteries, Brookfields, Capital Raise: Every Sunday, Gerard and Laurent debrief last week’s news in the Energy Transition. On the menu this week: - COP28 is on - Largest solar plant in the world – 2GW Abu Dhabi - Mega deals (Lightsourcebp, Statkraft) - Collapses of Enviva and EU... by Redefining Energy - Minutes / Archives 2022-23

11 min listen

94. Special episode on EVs. Pivotal year!: Every Sunday, Gerard and Laurent debrief last week’s news in the Energy Transition. On the menu this week, a special episode on EVs, a sector which is reaching a turning point this year. - Global trends (Market +34% ytd) reaching 14m EV in 2023... by Redefining Energy - Minutes / Archives 2022-23

8 min listen

93. LNG dispute, EDF, Karlsruhe, EU Methane, UK Hydrogen, Wind farm, ESG coal and gas, Geothermal, SAF: Every Sunday, Gerard and Laurent debrief last week’s news in the Energy Transition. On the menu (a long episode this week): - Transatlantic dispute on LNG pricing: 18bnUSD - Government interventions: France, Germany, EU, UK with different outcomes -... by Redefining Energy - Minutes / Archives 2022-23

13 min listen

92. NuScale and Plug Power (the end for SMR and Fuel Cells), Portugal, EQT batteries: Every Sunday, Gerard and Laurent debrief last week’s news in the Energy Transition. On the menu: - Final implosion for SMR and Fuel Cells: NuScale and Plug Power are on their way to oblivion - Lithium and Hydrogen corruption cases bring down the... by Redefining Energy - Minutes / Archives 2022-23

6 min listen

91. Solar boom, Orsted bust, US Offshore Wind debacle, Tesla Chargers, Jenny Chase: Every Sunday, Gerard and Laurent debrief last week’s news in the Energy Transition. On the menu: · - The Solar boom is unbelievable: 22GW shipped by Jinko in Q3 - Orsted crash and the US Offshore Wind Industry debacle - Tesla sells... by Redefining Energy - Minutes / Archives 2022-23

7 min listen

90. Siemens, RESource, Standard Oil, Offshore Wind, SMR SPAC, Hydrogen Ladder: Every Sunday, Gerard and Laurent debrief last week’s news in the Energy Transition. On the menu: - Siemens Energy bailed out - RESource, annual conference on PPAs, beats all records - Chevron acquires Hess. Rockefeller is immortal - Offshore Wind... by Redefining Energy - Minutes / Archives 2022-23

8 min listen

89. Solar and Storage, EV SPAC, Tesla Q3, EV Charging, Batteries Texas, RE-Source Amsterdam: Every Sunday, Gerard and Laurent debrief last week’s news in the Energy Transition. On the menu: - Number of the week: 3 - Solar and Storage are booming at Birmingham show. - Huge inventories of Solar panels - VinFast: Pump and dump EV SPAC -... by Redefining Energy - Minutes / Archives 2022-23

8 min listen

88. ExxonMobil mega deal, EU Directive on Renewables, Hydrogen, Offshore Wind Doggerbank, Geopolitics, Trove Research, MyEnergy.: Every Sunday, Gerard and Laurent debrief last week’s news in the Energy Transition. On the menu: – Mega Oil deal ExxonMobil acquires Pioneer for 60bnUSD – New EU Renewables directive (targets, SAF, Green Hydrogen) – Doggerbank 3.6GW offshore wind... by Redefining Energy - Minutes / Archives 2022-23

8 min listen

87. Grid at WEF, Brookfield, Quinbrook, Tesla vs. BYD, GM CTO out, Norway EVs, CBAM: Every Sunday, Gerard and Laurent debrief last week’s news in the Energy Transition. On the menu: – Gerard at the World Economic Forum talks grid reorganisation and financing – Big capital operations (Brookfield, Quinbrook, Partners... by Redefining Energy - Minutes / Archives 2022-23

8 min listen

86. Energy Storage Awards, Start Ups fund raising, Tesla Semi, Hydrogens dries up, Batteries investments.: Every Sunday, Laurent and Gerard debrief last week’s news in the Energy Transition. This week on the menu: - Laurent celebrates developers at the British Energy Storage Awards Ceremony (winners: Zenobe, Fluence, Habitat, Gore Street); - Great Energy... by Redefining Energy - Minutes / Archives 2022-23

8 min listen

85. Gerard in Las Vegas, Solar smiles while Wind cries, batteries, subsidies, Australia 70% green: Every Sunday, Gerard and Laurent discuss the latest news in the Energy Transition. This week on the menu: - Gerard goes to RE+ Las Vegas and get hacked - While solar and batteries thrive, wind cries (our London conference) - There is always... by Redefining Energy - Minutes / Archives 2022-23

8 min listen

84. The current state of play in infrastructure investing, higher rates, consolidation, volatility. Also, a deep dive on EV charging: Every Sunday, Laurent and Gerard discuss the #energytransition news. This week, we pause to look at the new normal in the Energy Infrastructure Investment landscape. - High interest rates are harming the infrastructure investment case through a... by Redefining Energy - Minutes / Archives 2022-23

11 min listen

82. Headwinds for wind, Octopus masterpiece, Redwood raises money, BYD buys Jabil, Crazy Ozzy Pumped Hydro: Every Sunday, Gerard and Laurent revisit last week's news in the Energy Transition. On the Menu: - Wind: The Bad, the Bad and the Ugly. Orsted, Siemens… - Octopus takes on millions of Shell customers in UK and Germany - Battery recycling gets... by Redefining Energy - Minutes / Archives 2022-23

10 min listen

81. Climate Change and its economic impacts, Texas, Weird Energy markets, Northvolt: Every Sunday, Gerard and Laurent discuss the main news of the Energy Transition. On the menu: - The dramatic effects of Climate Change and its direct economic impacts, from Canada to the US to China to Panama - Weird commodities markets. The time of... by Redefining Energy - Minutes / Archives 2022-23

9 min listen

80. IRA first anniversary, the folly of DAC, CATL, VinFast, Russian Uranium: Every Sunday, Laurent and Gerard debrief the main news in the Energy Transition. On the menu: - Inflation Reduction Act celebrates its first anniversary. Glass 60% full - Direct Air Capture has the best lobbyists, but is dreadful (see below for... by Redefining Energy - Minutes / Archives 2022-23

11 min listen

79. Choice vs Necessity: Nuclear US vs China, Proterra vs BYD, Zombie EVs, Hydrogen trains, Electric Yangtze River: Even during the Summer, Laurent and Gerard manage to convene once a week to discuss the latest Energy Transition news. On the menu: - Why is Nuclear 4x more expensive in the US than China? - Proterra vs BYD, the tale of 2 electric buses companies -... by Redefining Energy - Minutes / Archives 2022-23

8 min listen

78. A Summer Special on Sustainable Aviation with David Calhoun, CEO Boeing, on the Check 6 podcast: Every Sunday, Laurent and Gerard debrief news on the Energy Transition. This week, a quick Summer Special on Sustainable Aviation with an excerpt from an interview of David Calhoun, CEO Boeing (on the Check6 podcast) and our comments on SAF and... by Redefining Energy - Minutes / Archives 2022-23

7 min listen

77. Geothermal, Germany Hydrogen and Congestions, Totalenergies , Enel, China, Africa, ICVCM: Every Sunday, Laurent and Gerard debrief last week's news on the Energy Transition. On the menu: - A “George Mitchell” moment in geothermal: Fervo - Germany between Hydrogen dreams and congestion costs - Totalenergies acquires Eren - Enel goes back to... by Redefining Energy - Minutes / Archives 2022-23

10 min listen

76. Government interventions, Vattenfall stalls offshore, Subsea interconnectors, Shell and ExxonMobil vs BP and Total, Tesla invincible: Gerard is back. With Laurent, they weekly debrief the news in the Energy Transition. On the menu: - David vs Goliath – Epilogue: We are apparently “woke” - Government interventions in the Energy Sector (Poland, France, UK) - It’s the summer of... by Redefining Energy - Minutes / Archives 2022-23

8 min listen

. Green shipping, David vs Goliath in Hydrogen village, Electrified mining, Nuclear SPAC, ESG Saudi Aramco (with Michael Barnard)75: Gerard couldn't make it for this episode, so Michael Barnard took over. On the menu: - International Maritime Organisation goes green - David wins against Goliath in the Hydrogen village - Hydrogen in mining: No thanks - Still ThyssenKrupp... by Redefining Energy - Minutes / Archives 2022-23

9 min listen

74. Hot July, Desulphurisation of Maritime Fuel, Shell is moving backwards, Tesla and BYD rule while VW is struggling.: Every Sunday, Gerard and Laurent debrief last week's news in the Energy Transition. A lot of ranting this week. On the menu: -“It so hot in July” and the laws of unintended consequences with the desulphurisation of Maritime fuels -Heads are rolling at... by Redefining Energy - Minutes / Archives 2022-23

9 min listen

73. Gerard trades power, Laurent invests in Climate Tech, Energy Institute, Wind crisis Siemens, ESG lambasted, RIP Pr. Goodenough: Every Sunday, Gerard and Laurent debrief last week's news in the Energy Transition. On the menu - Gerard charges his car and becomes a power trader - Successful seed round for Europe most promising Climatech start-up: Renewabl -... by Redefining Energy - Minutes / Archives 2022-23

8 min listen

72. Eurelectric, Batteries, ESG, Infra funds, Temperatures, US DOE LPO: Every Sunday, Gerard and Laurent debrief last week's news in the Energy Transition. On the menu: - Superb conference by Eurelectric with our interview of Leo Birnbaum, CEO E.ON - Massive battery investments (RWE, AES, Neoen) - Infrastructure funds are... by Redefining Energy - Minutes / Archives 2022-23

8 min listen

71.Intersolar is crazy, Shell goes back to black, Infrastructure funding down, VC’s bull run is over but the scene remains active: Every Sunday, Laurent and Gerard debrief last week's news. This week, Gerard is in his car, back from Intersolar in Munich. On the menu: - Crazy activity at Intersolar with 85,000 visitors. Chinese dominate solar, batteries, EVs - Shell goes back to... by Redefining Energy - Minutes / Archives 2022-23

9 min listen

70. Intersolar, EcoSummit, Ep100, EBuses, Suncable, MKopa, Hydrogen: Every Sunday, Laurent and Gerard debrief last week news in the Energy Transition. On the menu: - The coming week, 3 great events: Intersolar Munich, Berlin EcoSummit… and the Episode 100 of the main show - Sale of EBuses in Europe overtake Diesel -... by Redefining Energy - Minutes / Archives 2022-23

8 min listen

69. Solar melts power prices, coal exit, Denmark Offshore Wind, Ford capitulates, UK Solar Summit: Every Sunday, Gerard and Laurent debriefs last week in the Energy Transition: On the menu: - Energy prices meltdown in Europe: negative prices and coal is shipped back to Africa - IEA is (finally) bullish renewables - Denmark huge offshore wind plan... by Redefining Energy - Minutes / Archives 2022-23

7 min listen

68. EWorld, SNEC Shanghai, new Solar records, Chinese EVs, Tesla, Aston Martin, Diner with the Michaels: Every Sunday, Gerard and Laurent debrief the week in the Energy Transition. On the menu: - Gerard and Laurent at EWorld Essen (Germany) - Meanwhile gigantic Solar Show in Shanghai, and the numbers are mind blowing - EVs from China are conquering the... by Redefining Energy - Minutes / Archives 2022-23

7 min listen

Discover this podcast and so much more

83. Batteries and Solar overcapacities lead to price collapse; Munich auto show; Lithium M&A; Green Steel

Description

Titles in the series (98)

More Episodes from Redefining Energy - Minutes / Archives 2022-23

Related podcast episodes