Ep319: Bringing Transparency to Clean En...

Nicolas Sauvage, president of TDK Ventures, discusses how AI-driven energy demand, emerging battery technologies like sodium-ion and shifting geopolitical dynamics are shaping the future of energy storage and deep tech investing. 

Dan Finn-Foley, director of energy storage market intelligence at Clean Energy Associates, discusses the impact of tariffs, shifting supply chains and emerging technologies on the US battery storage market. 

Izzet Bensusan, CEO of Captona, shares how his team is investing in renewables, storage and clean fuels while using preferred equity structures and preparing for rising energy demand. 

The storage market is full of surprises. Last year, global storage installations were a third higher than expected, driven mostly by Chinese policy to attach batteries to renewables. Meanwhile, a ramp-up in manufacturing is causing oversupply – and a potential shakeout for smalle ... Show More

“With great uncertainty comes great opportunity”, says Abby Ross Hopper, president and CEO of the Solar Energy Industries Association, in this special episode of the Energy Gang, recorded live at Wood Mackenzie’s Solar & Energy Storage Summit.Is she right? And what are those oppo ... Show More

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

The U.S. storage market is experiencing hockey-stick growth, with multiple gigawatts being installed quarterly. But new policy uncertainties around tariffs and the Inflation Reduction Act are threatening this momentum. But Jeff Waters, the CEO of Powin, remains optimistic. "This ... Show More

Join Eramet's Tokyo-based market research analyst Antoine DE VEYRAC, and Argus’ Senior reporter, Yusuke Maekawa as they talk about recent development in Eramet's lithium productions and their views on the Japanese battery industry. Key topics covered in the podcast: Eramet's late ... Show More

The trends, challenges and breakthroughs.Clean energy in 2025 will face challenges from rising electricity demand, inflation-driven costs, and political pressures. How can these challenges be solved? And what else lies ahead this year?To find out, host Sylvia Leyva Martinez, prin ... Show More

Jan 30, 2025 – Alex Stevens from the Institute for Energy Research delves into the potential impacts of proposed 25% tariffs on oil imports from Canada and Mexico. Could these tariffs lead to immediate changes in the energy sector and... 

It’s a historic moment in energy, with a leap forward in AI technology coming as the Trump administration sets a new direction for the US. The Energy Gang break down what it all means. When they make The Energy Transition – The Movie, the week of 27th January 2025 will be a pivot ... Show More

Public and private organizations across the globe are taking action to reach net-zero emissions targets—investing heavily in new technology to build resilient and efficient energy systems. Guests discuss the push for cleaner energy, the tech their teams use to develop cleaner ene ... Show More

Amid volatile oil prices, energy and commodities experts Choeib Boutamine, Nadia Martin Wiggen, and Ahmed Mehdi unpacked the ripple effects of Trump’s vast budget bill, OPEC+ supply decisions, and global trade negotiations on energy markets. With inventories high in China and US ... Show More