Every Sunday, Gerard and Laurent debrief last week’s news in the Energy Transition.
On the menu (a long episode this week):

  • Transatlantic dispute on LNG pricing: 18bnUSD
  • Government interventions: France, Germany, EU, UK with different outcomes
  • Bankrupt mega-windfarm in Sweden (owned by China Nuclear Co)
  • Does ESG still matter? Glencore and Coal, Totalenergies and CCGTs
  • Funds in frontier energy investments: Foresight in Geothermal, Macquarie in SAF
  • Weather predictions improved by AI.

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