Listen "83. Batteries and Solar overcapacities lead to price collapse; Munich auto show; Lithium M&A; Green Steel"
Episode Synopsis
Every Sunday, Gerard and Laurent discuss last week’s news in the Energy Transition (sorry poor audio, we recorded at the last minute).On the Menu: Chinese overinvestment in batteries and solar is triggering price collapses, forcing OECD manufacturers to adapt or die.Live from Munich auto-show with Roger AtkinsLucid CEO is very well paid.Flurry of M&A activity in the Lithium mining sector (curtesy of Joe Lowry)Green Steel takes off.
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