93. LNG dispute, EDF, Karlsruhe, EU Methane, UK Hydrogen, Wind farm, ESG coal and gas, Geothermal, SAF

Every Sunday, Gerard and Laurent debrief last week’s news in the Energy Transition.
On the menu (a long episode this week):

• Transatlantic dispute on LNG pricing: 18bnUSD
• Government interventions: France, Germany, EU, UK with different outcomes
• Bankrupt mega-windfarm in Sweden (owned by China Nuclear Co)
• Does ESG still matter? Glencore and Coal, Totalenergies and CCGTs
• Funds in frontier energy investments: Foresight in Geothermal, Macquarie in SAF
• Weather predictions improved by AI.