Rob West

Rob West, founder and CEO of Thunder Said Energy, shares his insights from Estonia on the energy transition. He criticizes the use of S-curves to forecast growth in new energy tech, arguing they oversimplify real-world dynamics. The conversation touches on the recent sell-off in clean energy stocks and the challenges they face. West explores AI’s expected doubling of electricity demand and emphasizes the critical role that solar energy plays. He also spotlights natural hydrogen's potential as the next energy gold rush and discusses the bottlenecks posed by power grids.