Gerard and Laurent talk weekly about their main take-aways in the Energy Transition news.
This week:
- Zoom vs ExxonMobil – ESG loses
- Home batteries in Germany
- The sun rises in Australia
- 14th Plan in China: all electrons
- Kudos to Rimac – luxury EV manufacturer

Gerard and Laurent talk weekly about their main take-aways in the Energy Transition news.
This week:
- Crazy expensive gasoline and diesel
- Windfall taxes and government interventions
- Siemens Energy pays a lot to buy out Siemens Gamesa’s minorities
- More interconnectors

Gerard and Laurent talk weekly about their main take-aways in the Energy Transition news.
This week:
- RePower Europe is really about Hydrogen
- ESG & Tesla: “Extra Stupid Garbage”
- EDF endless meltdown
- KKR 2bnUSD acquisition of Contour Global

Gerard and Laurent talk weekly about their main take-aways in the Energy Transition news.
This week:
-Gerard and Laurent go to Intersolar, Munich. Party!
- Russian gas trainwreck continues and the German government is on the hook
- The endless scandal of gas flaring
- Blackrock does a 180 on ESG

Gerard and Laurent talk weekly about their main take-aways in the Energy Transition news.
This week:
- Ocean of pains in the Wind industry
- Laurent bursts into Flame
- 1bnUSD donation to Stanford for climate
- Shell invests big in India's solar
- Russian Oil ban? What Russian Oil ban?

Gerard and Laurent talk weekly about their main take-aways in the Energy Transition news.
This week:
- Russia cuts gas to Poland and Bulgaria
- Amazon PPA program
- Financial close at 2USDbn solar+storage Gemini
- Record heatwave in India, Pakistan

Liz Truss, UK Foreign Minister speech 28/4/22
https://youtu.be/L4twtS4MpEw

“We recognise that growth from cheap gas and money syphoned from kleptocracies is growth built on sand. It’s not the same as real, sustained growth from higher productivity and greater innovation.”

Gerard and Laurent talk weekly about their main take-aways in the Energy Transition news.
This week:
- US NatGas goes through the roof (but still 4x cheaper than in Europe)
- US battery sector in hypergrowth mode
- Tesla’s margins. Wow!
- First curtailments for Solar in Spain

Gerard and Laurent talk weekly about their main take-aways in the Energy Transition news.
This week:
- China's staggering growth in renewables (and coal)
- Can India catch up with China?
- Germany new Energy plan: Georges Patton or Mike Tyson?
- Scarily low hydro levels

Gerard and Laurent talk weekly about their main take-aways in the Energy Transition news.
This week:
- Gerard goes to America and returns upbeat
- Portugal floating solar auction goes negative
- Mitsui deploys development capital around the world
- A major investment in Direct Air Capture
- GigaTexas opens. Tesla rules!

Gerard and Laurent talk weekly about their main take aways in the Energy Transition news.
This week:
- Oil/Metals – the Biden Administration brings a knife to a gunfight
- China suffers from high international Energy prices
- Ember Report on Global Electricity: beyond the headlines
- Orsted farms out 50% of Hornsea 2 offshore wind