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Redefining Energy
165. Our Predictions for 2025
Jan 2, 2025
Michael Barnard, an energy transition expert, joins Gerard and Laurent to kick off the new year with bold predictions for 2025. They discuss the potential decline of U.S. oil production and falling oil prices, forecasting a dramatic shift in the energy landscape. Geopolitical tensions and supply chain stresses may spur innovative solutions. The team humorously reflects on the challenges facing hydrogen in transportation and predicts a record surge in solar and EV adoption. They also foresee the end of ESG-labeled financial products, sparking a lively debate.
27:03
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Quick takeaways
- Stellantis has pivoted its EV strategy toward local partnerships while the global market dynamics necessitate innovation in the automotive sector.
- The uncertain political landscape in the U.S. underscores the complex relationship between governance and the ongoing energy transition.
Deep dives
Stellantis and the Shift in EV Production
Stellantis has shifted its strategy in the electric vehicle (EV) market by forming a joint venture with Leap Motor to import Chinese-made EVs into Europe. This approach contrasts with earlier predictions of outsourcing production, which did not fully materialize as anticipated. Additionally, the company is partnering with CATL to establish a battery gigafactory in Spain, which benefits from favorable industrial policies and a supportive energy landscape. This pivot reflects broader trends among Western automakers facing significant declines in profit, highlighting the need for innovation and adaptation in a rapidly evolving market.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode