Redefining Energy - Minutes / Archives 2022-23 cover image

Redefining Energy - Minutes / Archives 2022-23

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Dec 26, 2023 • 13min

98. Redefining Energy Awards for 2023 (incl. Book of the Year)

Final Episode on the Redefining Energy MINUTES channel.We are moving to the main channel in 2024 (That’s why we also publish this Episode on the main channel.)Here are the Redefining Energy Awards for 2023:Company of the Year - BYDStart Up of the Year - PV CaseDeal of the Year – Tesla and NACSTrade of the Year – Short Gas TTF Scandal of the Year – Venture Global and the 200 LNG cargoes heistPerson of the Year – Jigar Shah Stupidest Quote of the Year - Kim KardashianLINK TO THAT COMMERCIAL https://youtu.be/9EASYmElZuU?si=ygpWeT5FeUsQ0e26Book of the Year: How Big things get done – Bent Flyvbjerg & Dan Gardner Happy New Year to all our Listeners.Thank you for your unwavering confidence! And we will see you again on the 2nd of January 2024 for our famous Predictions 2024!
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Dec 17, 2023 • 10min

97. EV China, COP 28, Lithium crash, EDF alone. Masdar offshore wind, short list Book of the Year

Every Sunday, Laurent and Gerard discuss last week’s news in the Energy Transition.On the menu: Number of the week: 1 million EV produced in China in NovemberCOP 28: great success or “nothingburger”?Lithium crash (-80% YTD)EDF alone to finance the UK nuclear plant Hinkley Point CMasdar scoopers prized offshore wind farm assets in the North SeaAnd our short list for “Book of the Year”, winner to be revealed for Boxing DayMonetising Energy Storage (Oliver Schmidt)Material World (Ed Conway)The Edge (Jonathan Maxwell)How Big Things Get Done (Bent Flyvberg)
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Dec 10, 2023 • 11min

96. Live from COP28 in Dubai. With Bruce Douglas, CEO Global Renewable Alliance, on 3xRenewables

Bruce Douglas, CEO Global Renewable Alliance, discusses the 'Triple Renewables, Double Down on Energy Efficiency' message endorsed by 125 countries. They also talk about the importance of strong targets in the final text for COP28, advancements in technology, scaling renewables, and interactions with world leaders at the conference.
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Dec 3, 2023 • 11min

95. COP28, Solar, Deals, Biomass, Refineries, Sodium batteries, Brookfields, Capital Raise

Every Sunday, Gerard and Laurent debrief last week’s news in the Energy Transition. On the menu this week:COP28 is onLargest solar plant in the world – 2GW Abu DhabiMega deals (Lightsourcebp, Statkraft)Collapses of Enviva and EU refineriesSodium batteries – Northvolt. BYD -Brookfield new fund 28bnUSDOur friends successfully raise capital: BMI, Modo, XlinksListen to Jenny Chase on Volts – all you ever wanted to know about Solarhttps://podcasts.apple.com/gb/podcast/switched-on/id1469286286?i=1000635780346
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Nov 26, 2023 • 8min

94. Special episode on EVs. Pivotal year!

A special episode on EVs, discussing the global growth and profitability of the market, competition to Tesla, best-selling EV brands, upcoming Tesla Model 2, and the impact of EVs on car manufacturers.
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Nov 19, 2023 • 13min

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: 18bnUSDGovernment 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 CCGTsFunds in frontier energy investments: Foresight in Geothermal, Macquarie in SAFWeather predictions improved by AI.
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Nov 12, 2023 • 6min

92. NuScale and Plug Power (the end for SMR and Fuel Cells), Portugal, EQT batteries

Every Sunday, Gerard and Laurent debrief last week’s news in the Energy Transition.On the menu:Final implosion for SMR and Fuel Cells: NuScale and Plug Power are on their way to oblivion Lithium and Hydrogen corruption cases bring down the Portuguese PMEQT invests in a 16 GW pipeline of batteries, and that’s the good news of the week
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Nov 5, 2023 • 7min

91. Solar boom, Orsted bust, US Offshore Wind debacle, Tesla Chargers, Jenny Chase

Every Sunday, Gerard and Laurent debrief last week’s news in the Energy Transition.On the menu: · The Solar boom is unbelievable: 22GW shipped by Jinko in Q3Orsted crash and the US Offshore Wind Industry debacleTesla sells superchargers to BPThe wonderful X thread by Jenny Chase on Solar https://x.com/solar_chase/status/1718296264981270840?s=20
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Oct 29, 2023 • 8min

90. Siemens Energy, RESource, Standard Oil, Offshore Wind, SMR SPAC, Hydrogen Ladder

Every Sunday, Gerard and Laurent debrief last week’s news in the Energy Transition.On the menu:Siemens Energy bailed outRESource, annual conference on PPAs, beats all recordsChevron acquires Hess. Rockefeller is immortalOffshore Wind activityNuScale SMR SPAC hits an IcebergMichael Liebreich's Hydrogen Ladder v5
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Oct 21, 2023 • 8min

89. Solar and Storage, EV SPAC, Tesla Q3, EV Charging, Batteries Texas, RE-Source Amsterdam

Every Sunday, Gerard and Laurent debrief last week’s news in the Energy Transition.On the menu: Number of the week: 3Solar and Storage are booming at Birmingham show.Huge inventories of Solar panelsVinFast: Pump and dump EV SPAC Tesla’s Q3 results and their success in EV chargingPlus Power: Mega Battery investment in TexasRE-Source Amsterdam: number 1 conference for Green PPAs

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