logo
episode-header-image
Feb 2024
27m 33s

118. Doubling Energy Efficiency - Feb24

Laurent Segalen and Gerard Reid
About this episode
At COP28 was endorsed the concept of “tripling renewables” – all good, but a lot of people forgot to mention the rest of the sentence which is “and doubling of Energy Efficiency”. In the latest IEA report, there is a 400bnUSD Energy Efficiency pie, almost at the level of Oil Upstream, and more than into Grids. Nobody talks about it. Buildings, Industrial, Transport. Electrification, Heat Pumps.

So, Laurent and Gerard thought that is was time. There are very few specialist of Energy Efficiency like Jonathan Maxwell.

Not only has he authored an extraordinary book called the EDGE, but he also manages Sustainable Development Capital SDCL, a multibillion Energy Efficiency fund. Efficient and decentralised generation of energy (or ‘EDGE’) solutions represent the largest, fastest, cheapest, and cleanest source of greenhouse gas emission reductions and energy security.

Datacenters, Lighting, Building, Heating, that’s the unknown world we are going to dive into. And it is a fast growing sector. Persistent tails winds such as energy security, decarbonisation and costs are powerful drivers for a continuous expansion of that sector.

We thank Aquila Capital for supporting our show
Up next
Jul 7
185. Blackouts - Jul25
What Really Happened During the Iberian Blackout This Spring? And How Should We Make Sense of the Conflicting Reports? To shed light on the events, Gerard and Laurent are joined by global energy expert Steve Berberich, who served as President and CEO of the California Independent ... Show More
24m 50s
Jun 22
184. Market dynamics and Pricing of Battery Materials - Jun25
Six years ago, Simon Moores, CEO of Benchmark Minerals Intelligence shook the world in a now legendary testimony in front of the US Senate. Then, Simon predicted the exponential growth of batteries and the control that China was starting to exert of the supply chains.Fast forward ... Show More
33m 18s
Jun 15
183. Energy Security from the front line: Eastern Europe and Renewables - Jun25
Laurent remembers vividly his trip to Sofia Bulgaria in winter 2009 when the Russians had cut the gas for Bulgaria during a -15C winter. Russia was already playing hard ball because of (guess what) a financial disagreement with Ukraine. The blackmail lasted 3 weeks, and the poor ... Show More
27m 24s
Recommended Episodes
Jan 2025
Big Debates: The State of the Energy Transition
In the latest edition of our Big Debates miniseries, Morgan Stanley Research analysts discuss the factors that will shape the global energy market in 2025 and beyond, and where to look for investment opportunities. ----- Transcript ----- Michelle Weaver: Welcome to Thoughts on th ... Show More
13m 56s
Mar 2025
Flexible, fast-responding and reliable – the growth of energy storage seems unstoppable. What could possibly go wrong?
Charge when it’s cheap, when energy is abundant, and discharge when the energy is needed. The role of energy storage will be critical to the transition to low-carbon technologies. It’s an exciting time in the industry, with spectacular growth in battery storage markets in the US ... Show More
57 m
Feb 2024
[Episode #217] – Passivhaus in Scotland
Retrofitting buildings to the Passivhaus standard can make them far healthier and more comfortable, while consuming far less energy than conventional buildings. 
27m 1s
Aug 2024
The extraordinary resurgence of concentrated solar power
Complex, outdated, expensive: concentrating solar power used to be a clunky way of harnessing the sun. What’s changed to now make it viable? Concentrating Solar Power, or CSP, takes energy from the sun, converts it to heat, and uses it to drive a turbine to provide renewable elec ... Show More
56m 46s
Aug 2024
Deep Sector Dive: Top Investor Buys in Energy and Utilities
How is the energy transition going? It depends on who you ask. But for energy investors, plenty of profit opportunities remain in both traditional oil and gas stocks and companies focused on renewable power – and should continue to do so for years. Meanwhile, utilities are quietl ... Show More
31m 15s
May 2024
How One Energy CEO Is Leading a Transition Toward Clean Energy
As the CEO of one of the largest energy holding companies in the U.S., Lynn Good is leading Duke Energy’s aggressive transition to renewables and net zero emissions. It’s a complex undertaking that involves short-term planning and long-term advances in technology as well as manag ... Show More
32m 11s
Nov 2024
[Episode #236] – Zero Carbon Industry
What are the specific industrial sectors and processes that produce greenhouse gas emissions, and how can we decarbonize them? 
18m 14s
Dec 2024
IELTS Vocabulary: Renewable Energy Sources
Renewable energy and sustainable technologies are pivotal in shaping a sustainable future. This article delves into the societal impacts of these technologies, utilizing passive voice to describe processes inherent in their development and deployment. Grammar Point Covered The pa ... Show More
18m 48s
Oct 2024
#232: Top Renewable Energy Stocks for 2025
Mike sits down with energy trader and correspondent Dan Dicker to unpack the future of renewables and the United States energy policy. Dan covers how both political parties fail to understand the oil industry, the likely future of nuclear energy, the underappreciated benefits of ... Show More
49m 57s
Nov 2024
Nuclear Power: A Solution for AI's Energy Needs?
In this conversation, Jamie and Jaeden discuss the significant energy challenges faced by AI technologies and the efforts of major tech companies like Microsoft, Meta, and Amazon to find sustainable energy solutions. They explore the potential of nuclear power as a clean energy s ... Show More
10m 49s