Listen "148. Batteries: the Great Consolidation"
Episode Synopsis
                            “Summer has come and passed / The innocent can never last / Wake me up when September ends”. Like John Wick, Laurent thinks he is back.So we have a very energetic Minutes to start September. With Gerard, the co-hosts focus on one of the key trends of 2024 which they call “Batteries, the Great Consolidation”. A lot of great experts are helping shape our view.To name a few Aaron Wade, Tom Tsogt, Cormac O’Laoire, Christopher Chico, Chris Berry, Benchmark Minerals Intelligence/Rho Motion (Iola Hughe  and all Simon Moores’ team). We are thankful for their relentless drive to show us the future.So, what is the “Great Consolidation” in Batteries. First consolidation in the supplier's landscape, with CATL and BYD trashing the competition and indirectly eliminating a lot of promising startups (We list the cancelled Gigafactories). Then, consolidation in Chemistry, it’s all about LFP now. Finally consolidation in form factor, with prismatic becoming the staple.At the end of the episode, we salute the King of Solar in Pakistan, Sulaiman ur Rehman.And also invite on our podcast Mr Faraz Ahmad, one of the Top Energy guy at Amazon, as we are very curious about his attempts to rewrite the rules for accounting for Carbon Emissions. We want to know more. Faraz, you are welcome!    Transcripthttps://www.spreaker.com/podcast/redefining-energy--3170008                        
                    More episodes of the podcast Redefining Energy
                                
                                
                                    199. The LNG Mirage - Oct25                                
                                                                    13/10/2025
                                                            
                                                    
                                
                                
                                    198. Battery Blitz in Germany - Oct25                                
                                                                    06/10/2025
                                                            
                                                    
                                                    
                                                    
                                
                                
                                    195. The Battery Doctor - Sep25                                
                                                                    15/09/2025
                                                            
                                                    
                                                    
                                                    
                                
                                
                                    192. How AI will revolutionise Energy                                
                                                                    25/08/2025
                                                            
                                             ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
				 
                 In God we trust
 In God we trust