Redefining Energy 152. Energy Transition – the Global Investment Guide
7 snips
Sep 30, 2024 Gerard, an investment expert in energy transition, shares invaluable insights on investing in renewables and innovations. Laurent, a keynote speaker for upcoming energy events, discusses the importance of global cooperation in sustainable energy. Mycle Schneider offers an in-depth analysis of the nuclear industry, emphasizing the critical data in his latest report. They explore the impact of AI on energy demands, the swift rise of electric vehicles, and future strategies for decarbonizing buildings and industries, showcasing vibrant investment opportunities in a rapidly changing landscape.
AI Snips
Chapters
Transcript
Episode notes
Solar Energy's Unlikely Rise
- Gerard Reid initially dismissed solar energy as economically unviable 20 years ago.
- However, meeting a solar entrepreneur changed his perspective on its revolutionary potential.
Unprecedented Solar Adoption
- Solar energy adoption is unprecedentedly rapid, exceeding any previous energy technology.
- This rapid growth is driven by subsidies and Chinese manufacturing scaling.
Energy Revolution
- The energy transition is not merely a transition but a revolution with winners and losers.
- This makes it a challenging investment landscape, with caution surrounding fossil fuels and low margins in renewables.