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

Update: 2023-11-19

Description

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.

Comments

In Channel

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

2023-12-2613:28

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

2023-12-1709:31

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

2023-12-1011:07

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

2023-12-0311:14

94. Special episode on EVs. Pivotal year!

2023-11-2608:01

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

2023-11-1912:50

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

2023-11-1205:53

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

2023-11-0507:26

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

2023-10-2907:44

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

2023-10-2107:45

88. ExxonMobil mega deal, EU Directive on Renewables, Hydrogen, Offshore Wind Doggerbank, Geopolitics, Trove Research, MyEnergi.

2023-10-1508:04

87. Grid at WEF, Brookfield, Quinbrook, Tesla vs. BYD, GM CTO out, Norway EVs, CBAM

2023-10-0808:12

86. Energy Storage Awards, Start Ups fund raising, Tesla Semi, Hydrogens dries up, Batteries investments.

2023-10-0107:56

85. Gerard in Las Vegas, Solar smiles while Wind cries, batteries, subsidies, Australia 70% green

2023-09-2407:43

84. The current state of play in infrastructure investing, higher rates, consolidation, volatility. Also, a deep dive on EV charging

2023-09-1710:36

83. Batteries and Solar overcapacities lead to price collapse; Munich auto show; Lithium M&A; Green Steel

2023-09-0908:38

82. Headwinds for wind, Octopus masterpiece, Redwood raises money, BYD buys Jabil, Crazy Ozzy Pumped Hydro

2023-09-0309:40

81. Climate Change and its economic impacts, Texas, Weird Energy markets, Northvolt

2023-08-2708:53

80. IRA first anniversary, the folly of DAC, CATL, VinFast, Russian Uranium

2023-08-2010:31

79. Choice vs Necessity: Nuclear US vs China, Proterra vs BYD, Zombie EVs, Hydrogen trains, Electric Yangtze River

2023-08-1307:40

00:00

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

Laurent Segalen and Gerard Reid

#box-pro-ellipsis-175885240674554{-webkit-line-clamp:2;}93. LNG dispute, EDF, Karlsruhe, EU Methane, UK Hydrogen, Wind farm, ESG coal and gas, Geothermal, SAF

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

Laurent Segalen and Gerard Reid

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