93. LNG dispute, EDF, Karlsruhe, EU Methane, UK Hydrogen, Wind farm, ESG coal and gas, Geothermal, SAF
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Every Sunday, Gerard and Laurent debrief last week’s news in the Energy Transition.
On the menu (a long episode this week):
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.
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