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208. AI vs. Energy: the cost of speed - dec25
Will artificial intelligence reshape the power grid, or will the inertia and complexity of today’s infrastructure slow progress—or even redefine how …
4 months, 3 weeks ago
207. E-Mobility and V-2-X - dec25
Gerard is on stage with Adele Zhao - Trina Solar and Thomas Raffeiner- The Mobility House at the Smarter E Conference.
In a conversation hosted by Jon…
5 months ago
206. Renewables Repriced: Hedge Funds and Algo power trading - dec25
For much of the past two decades, renewable energy investment was viewed as a core infrastructure play—favoured by funds and long-term capital seekin…
5 months, 1 week ago
205. Elexon: The Hidden Engine of Britain’s Power Market - nov25
Running a power market isn’t just about generating electricity—it’s about making sure every kilowatt is accounted for. Someone has to calculate who o…
5 months, 2 weeks ago
204. Live from COP30 – WTFFF and Other Tales from the Amazon
Laurent sits down with Bruce Douglas, CEO of the Global Renewable Alliance, for a live conversation from COP30 in Belém, Brazil.
They explore how COP3…
5 months, 3 weeks ago
203. Peak Solar - nov25
Solar energy has experienced explosive growth over the past five years — doubling in capacity outside of China and quadrupling within China. But with…
6 months ago
202. The US Power Industry Mismatch: Large Load Growth vs. Investment Capital - Nov25
Laurent and Gerard have an explosive conversation with Bryan Long, Executive Director in JPMorgan’s Commodities Group.
They explore why U.S. energy ma…
6 months, 1 week ago
201. Battery Boom or Policy Bust? The Big EV Divergence - Oct25
We are in the middle of a battery boom, for EVs and even more for BESS. What's really happening in the electric vehicle (EV) market? Is China dominat…
6 months, 2 weeks ago
200. “200 slides, Energy, AI, and the End of ESG” with Nat Bullard - Oct25
For our 200th episode, we had the pleasure and privilege of speaking with Nat Bullard, one of the sharpest minds in the energy world. A leading analy…
6 months, 3 weeks ago
199. The LNG Mirage - Oct25
The oil and gas industry is clinging to the narrative that we're entering a "Golden Age of Gas" — especially when it comes to LNG. Riding this assump…
6 months, 4 weeks ago