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188. US/Petrostate vs EU/Electrostate – a joint episode with Open Circuit
On July 7th, Gerard and Laurent were invited to appear on the U.S. podcast Open Circuit, alongside Jigar Shah, Katherine Hamilton, and Stephen Lacey. It was an emotional reunion—Jigar and Katherine w…
Published on 4 months, 2 weeks ago
187. Texas: Power Surge or Power Splurge? - Jul25
Texas is an oddity in the western electricity world: fastest growing load, ultra-low prices, crazy development of renewables. Texas consumes now more power than France, despite having only half the p…
Published on 4 months, 3 weeks ago
186. Power under Pressure: Fortum’s CEO on Datacenters’ growth and Russian Attacks (Eurelectric)
Laurent had the pleasure and privilege of sitting down with Markus Rauramo, CEO of Fortum, during the Eurelectric “Power Play” conference in Brussels this June.
Fortum, the Finnish energy company al…
Published on 5 months ago
185. Blackouts - Jul25
What Really Happened During the Iberian Blackout This Spring? And How Should We Make Sense of the Conflicting Reports?
To shed light on the events, Gerard and Laurent are joined by global energy exp…
Published on 5 months, 1 week ago
184. Market dynamics and Pricing of Battery Materials - Jun25
Six years ago, Simon Moores, CEO of Benchmark Minerals Intelligence shook the world in a now legendary testimony in front of the US Senate. Then, Simon predicted the exponential growth of batteries a…
Published on 5 months, 3 weeks ago
183. Energy Security from the front line: Eastern Europe and Renewables - Jun25
Laurent remembers vividly his trip to Sofia Bulgaria in winter 2009 when the Russians had cut the gas for Bulgaria during a -15C winter. Russia was already playing hard ball because of (guess what) a…
Published on 6 months ago
182. Broken grids and Datacenters load growth - Jun25
We have recently witnessed spectacular black outs: South Australia 2016, Texas Uri 2021, California 2020-21-25 and Iberia 2025. We are not even mentioning fragile grids in the Global South. We will …
Published on 6 months, 1 week ago
181. “Hot Air” from Tony Blair - May25
The Tony Blair Institute for Global Change (TBI) recently released a widely publicized report titled “The Climate Paradox”, which has garnered significant positive attention from outlets such as the …
Published on 6 months, 2 weeks ago
180. The KKR Energy formula - May25
KKR is a Private Equity giant whose involvement in the Energy/Infrastructure sector has grown bigger over the decades. Energy/Infrastructure investments now represents approx 10% of their global Asse…
Published on 6 months, 3 weeks ago
179. The future of the Auto Industry: Winners, challengers and zombies - May25
On one hand, tariffs are causing significant disruption in the global automotive industry. On the other, the electric vehicle (EV) market continues to surge, seemingly unaffected. According to the la…
Published on 7 months ago