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Listen "80. IRA first anniversary, the folly of DAC, CATL, VinFast, Russian Uranium"
Episode Synopsis
Every Sunday, Laurent and Gerard debrief the main news in the Energy Transition. On the menu:- Inflation Reduction Act celebrates its first anniversary. Glass 60% full- Direct Air Capture has the best lobbyists, but is dreadful (see below for additional material)- CATL leaps ahead - 400km charge in 10mns!!!!- EV SPACs. Not a great track record.- From Russia with love: Uranium, caviar and vodka. Which of these 3 is not sanctioned?Excellent papers on Direct Air Capture:Michael Barnard: https://cleantechnica.com/2023/08/16/carbon-engineering-was-always-a-figleaf-for-fossil-fuel-industry-now-its-owned-outright-by-them/Paul Martin: Why Direct Air Capture Sucks (and not in a good way!) https://www.linkedin.com/pulse/why-direct-air-capture-sucks-good-way-paul-martin
More episodes of the podcast Redefining Energy - Minutes / Archives 2022-23
97. EV China, COP 28, Lithium crash, EDF alone. Masdar offshore wind, short list Book of the Year
17/12/2023
96. Live from COP28 in Dubai. With Bruce Douglas, CEO Global Renewable Alliance, on 3xRenewables
10/12/2023
95. COP28, Solar, Deals, Biomass, Refineries, Sodium batteries, Brookfields, Capital Raise
03/12/2023
94. Special episode on EVs. Pivotal year!
26/11/2023
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