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158. COP – Resilience or Irrelevance?

158. COP – Resilience or Irrelevance?



As COP29 begins, the ripple effects of the re-election of Donald Trump are reaching the shores of the Caspian Sea.  

COP28 welcomed 85,000 delegates, within which a significant contingent of Oil lobby…


Published on 1 year, 1 month ago

157. Mobile batteries, the ultimate flexibility - Nov24

157. Mobile batteries, the ultimate flexibility - Nov24



First, Gerard is sorry, he couldn’t make it as he was on a ship in the Irish Sea, and his Starlink wouldn’t connect. So, it is just Laurent interviewing a young superstar, Peter Paul van Voorst, CEO …


Published on 1 year, 1 month ago

156. Zeroing in on Electrification with Eurelectric

156. Zeroing in on Electrification with Eurelectric



Gerard and Laurent welcome Kristian Ruby, secretary general of Eurelectric, about their new report entitled “Power Barometer – Zeroing in on Electrification”.  

To quote the IEA, we enter in the “Age …


Published on 1 year, 1 month ago

155. VPP & DER - Oct24

155. VPP & DER - Oct24



What are VPP? Virtual Power Plants. What are DER? Distributed Energy Resources?

As the grid becomes more intermittent while the load is growing, those VPP/DER platforms provide a critical role by shed…


Published on 1 year, 1 month ago

154. The people driving the EV revolution

154. The people driving the EV revolution



While Gerard is doing his rock star concert at TedTalk Berlin, Laurent has invited an old friend, Roger Atkins, Top Voice on EVs to discuss the people behind the EV revolution.  

Roger has a 40 year c…


Published on 1 year, 2 months ago

153. The Battery-coaster - Oct24

153. The Battery-coaster - Oct24



The battery infrastructure is currently growing 3x faster than the solar industry. Records are beaten daily: in August 2024, for the first time, Chinese battery factories passed the 100GWh production…


Published on 1 year, 2 months ago

152. Energy Transition – the Global Investment Guide

152. Energy Transition – the Global Investment Guide



Gerard is live on the Wisdom Tree Commodity Exchange podcast and delivers a masterclass on how to invest in the Energy Transition: Renewables, Equity, Innovation, Commodities.  

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Laurent will be k…


Published on 1 year, 2 months ago

151. Peak Fossil Fuels - Sep24

151. Peak Fossil Fuels - Sep24



ExxonMobil forecasts 2050 Oil demand be the same as today. We believe that they are just “talking their books.”

To discuss the future of the Energy system as well as the fight against Climate Change, …


Published on 1 year, 2 months ago

150. The new Valuation of Wind Assets

150. The new Valuation of Wind Assets



As Europe has reached 270GW wind power (vs 150GW USA), corresponding to a value of 500bnEUR, we dig into the value of those assets. Gerard being out, Laurent brought his friend Mortimer Menzel, Manag…


Published on 1 year, 3 months ago

149. Hydropower in a 24/7 Clean Energy System - Sep24

149. Hydropower in a 24/7 Clean Energy System - Sep24



As wind and solar become ubiquitous, the value of hydropower goes up. Hydropower is becoming the ultimate clean energy, as it is flexible and easily dispatchable.
Hydropower is concentrated in certain…


Published on 1 year, 3 months ago





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