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.

The hosts reflect on the pivotal year of 2024, highlighting surprises in AI, hydrogen, and renewables. They discuss the clash of energy dynamics among the USA, Europe, and China, emphasizing economic factors over climate challenges. Key innovations and influential figures are acknowledged as they celebrate impressive clean technology advancements. The discussion also covers the contradictions in environmentalism and the need for a balanced approach. Finally, they unveil a must-read book and encourage listeners to prepare for an exciting 2025.

Discover the four forces shaping the energy revolution: Solar, Batteries, Electronics, and China's influence. Dive into insights from a master class at TedXBerlin that spotlights the rapid rise of solar technology. Uncover how battery advancements are surpassing traditional energy sources like nuclear power. Explore the critical shift toward green technologies and the electrification of global energy systems, signaling a significant transformation in how we harness and consume energy.

Shaun Kingsbury, CEO of Just Climate and former leader in UK offshore wind, dives into the complexities of investing in high-emission industries like steel and cement. He discusses how Just Climate bridges the funding gap in climate solutions with innovative financing strategies. Shaun emphasizes the critical balance between profitability and sustainability, highlighting the need for impactful returns. The conversation also touches on the cyclical nature of clean tech investments, balancing short-term challenges with long-term optimism.

Northvolt's stunning bankruptcy sends shockwaves through the European battery industry. As insiders reveal poor design and cultural issues, the hosts discuss how these failures contrast with the streamlined strategies of Chinese competitors. They delve into the critical importance of accountability after a serious safety incident, highlighting the pressing need for adaptability and collaboration in manufacturing. Looking ahead, they emphasize the necessity for European companies to partner wisely to survive in an increasingly competitive landscape.

Explore the transformative role of Hometree in residential energy solutions, flipping traditional models on their head. Discover how they combine home emergency insurance with financing for energy-efficient installations. They cover 100,000 homes with an impressive network of engineers and substantial investment backing. Learn about their unique ability to pull clients towards decarbonized options instead of pushing products. Delve into innovative financing practices and the importance of building long-term relationships with customers in the energy sector.

Bruce Douglas, CEO of Global Renewable Alliance and TIME 100 Climate Leader, joins in Baku to unpack the chaotic yet crucial atmosphere of COP29. He discusses the pressing need for the world to triple its renewable energy sources amidst a backdrop of political mismatches and indecision. Douglas highlights Brazil's leadership in sustainable energy, the significance of recent advancements in carbon trading, and the financial hurdles facing renewable projects. The conversation emphasizes the paradox of COP discussions being both essential and ineffective in driving real change.

As COP29 approaches, political tensions ignite discussions about its relevance. The podcast dives into the history of oil production in Baku, setting the stage for the climate conference. It highlights China’s pivotal role in renewable energy technologies, particularly in solar and battery innovations. The dialogue between the U.S. and China on emission reductions is examined, along with a note on the complexities of international collaborations. Mixed feelings linger about COP's effectiveness, balancing skepticism with optimism for global climate action.

Discover the innovative world of mobile batteries, where flexibility meets efficiency! Learn how these portable power sources are transforming industries like construction and film production, while supporting the shift from diesel to electric solutions. Peter Paul van Voorst discusses the impressive advancements in both hardware and software, including the rise of lithium iron phosphate battery technology. Dive into the urgent need for modular solutions and how these systems are revolutionizing grid flexibility and shaping the future of energy.

Kristian Ruby, Secretary General of Eurelectric, shares invaluable insights into the challenges and opportunities facing Europe’s electrification journey. He discusses the exciting growth in renewable energy alongside the troubling stagnation in electricity demand. Ruby highlights financial barriers and counterproductive taxes that hinder progress, while also celebrating innovations like the North Sea Wind Power Hub. The conversation sheds light on how Europe must balance technological adoption, energy security, and consumer cost reduction to succeed in this transformative era.