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Redefining Energy

113. Our Predictions for 2024 - Jan24

Jan 2, 2024
Michael Barnard, co-host of RE TECH and referee for predictions made a year ago, joins Gerard and Laurent to discuss their predictions for 2024 in the energy transition. They cover topics such as the record installation of energy transition technologies, consolidation in the EV sector, volatility in the energy market, new alternatives to Li-Ion in stationary storage, the lack of plans in the energy transition, the future of nuclear energy, Stellantis outsourcing its EV production in China, the impact of politics on the energy transition, oversupply of energy-related products, stronger top-down governance, the return of clean energy shares, and China's domination in the wind and EV markets.
28:47

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Podcast summary created with Snipd AI

Quick takeaways

  • Stellantis will outsource its EV production in China and focus on branding rather than manufacturing.
  • The creation of an EU grid interconnect planning and funding agency will prioritize continent-scale grid interconnection and resemble Geico's operations.

Deep dives

Prediction 1: Stellantis becomes a brand aggregator for Chinese cars

Stellantis, the merger and acquisitions aggregator of dying brands, mostly European, will stop pretending to be an automotive manufacturer and solely become a firm that slaps stable of brands on Chinese cars and distributes somewhat in the West.

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