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

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!

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)

This Sunday, a Special Episode.We are going live to COP28 in Dubai.Our special guest is Bruce Douglas, CEO Global Renewable Alliance, who is spearheading the effort around the key message “Double down, Triple Up” or how we will decarbonise by tripling renewables by the end of the decade.Bruce tells us how it is on the ground, how he is having the busiest week of his life, and how the positive message is now being relayed by hundreds of Heads of State and key business decision makers."COP28 text finally agreed - this is HUGE! Massive gratitude to everyone who made this possible 🙏 - proudest moment of my career so far... 😍 “The inclusion of tripling renewables in the final COP28 text is unprecedented and signals the start of a massive clean energy revolution. It is the first time all nations have recognised renewable energy as the main solution to the climate crisis, representing a paradigm shift in the energy transition."

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

Every Sunday, Gerard and Laurent debrief last week’s news in the Energy Transition.On the menu this week, a special episode on EVs, a sector which is reaching a turning point this year.Global trends (Market +34% ytd) reaching 14m EV in 2023 (16% market share)Winners (Tesla, BYD) and losers (Start Ups and legacy makers)Technological innovations bringing cheaper EVs Sales of global ICE passenger vehicles are down 20% from their 2017 peak! ICE sales plunged from 86m in 2017 to 69m in 2022.

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.

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

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

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

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