Episódios
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Marnix Schrijner and David Plunkett, Head of power market and Korea market expert at Afry, a power market consultancy, are sharing their views on the Korean power market and the latest developments in the Korean offshore wind sector. The two power experts delved into the Korean power market structure, the 11th basic plan, the Korean framework for the offshore wind sector, the result of last year offshore wind auction and the significant changes in this year offshore wind auction mechanism.
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Shobhan Dhir, critical minerals analyst at the IEA, presents the key insights from the International Energy Agency (IEA) Critical Minerals Outlook 2024, the latest developments in the EV market, and the different battery cathode chemistries. As part of our conversation, we also covered the supply and demand of two critical minerals that are playing an essential role in the energy transition copper and lithium.
Read the Critical minerals outlook 2024
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Cormac O'Laoire, Managing Director at Electrios Energy and head of strategy at Green Li-on presents the different EV battery cathode chemistries. After an early career in academics, Cormac spent over 10 years in Hong Kong following the development of the battery supply chain. In our conversation, we will cover subjects such as the main chemistries, NMC, NCA, LFP, the role played by Korea and China in the industry and latest development of LMFP, sodium iron and solid-state batteries.
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Mathieu Geze, Director for Asia at HDF Energy, an European IPP specialised in hydrogen solutions, shares his view on the challenges of decarbonising small grids and how HDF Energy can provide a green baseload solution combining solar, battery and a hydrogen system.
Based in Indonesia, Mathieu explains why HDF Energy has opted to start developing projects in the country and shares the challenges and successes of his journey developing projects in Eastern Indonesia.
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Mike Thomas, Founder and Managing Director at the Lantau Group explained the ins and outs of the Singapore electricity market and discussed the project to import renewable electricity into Singapore from neighbouring countries. Mike shared his over 30 years of energy analyst experience and described the main drivers of the electricity market in Singapore.
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Henry Sanderson, Managing Editor at Benchmark Mineral Intelligence, presents his book Volt Rush: the winners and losers of the race to go green. In this very well-researched book, Henry presents the battery technologies, the materials essential for EV batteries and the leading players in this industry. We focus our discussion on the many Chinese companies playing a central role in the EV battery supply chain.
We cover the following topics
Battery: The role played by CATL in the global battery value chain and the personal story of its founder Robin ZengLithium: How lithium is extracted and processed in Chile and Australia and why lithium extracted from the spodumene is 7 times more carbon intensive than the Li extracted from Li brineLithium: How Ganfeng Lithium and Tianqi Lithium are involved in the Li supply chain and how they have built their dominance over the yearsCobalt: The role of the Congo DRC in the global cobalt supply chain and the role of the two dominant players Huayou Cobalt and GlencoreCobalt: The Amnesty 2016 report exposing issues around artisanal mining and child labour in the cobalt mining sector in Congo DRC and the impact of the reportNickel: How Tsingshan positioned itself to benefit from Indonesia's ban on raw Nickel ore export in 2020, and how it succeeded in dominating the nickel industry with its investment in the Morowali industrial parkNickel: The environmental impact of processing nickel for stainless steel and battery materialDeep-sea mining: Recent developments of deep-sea mining potential in the Clarion-Clipperton zonePodcast website
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Olivier Duguet, Founder and CEO of the onshore wind developer, The Blue Circle, imparted his experiences in wind project development across Europe and Southeast Asia. We discussed about the key influencers for the cost reductions and technological advancement in wind energy over the past decade, and elements underpinning The Blue Circle's successful bid in the 2023 Thailand Renewable Energy Auction.
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Giles Cooper, Managing Partner in Vietnam at a leading international law firm Allens, shared his views on the recently approved Power Development Plan 8 (PDP8) in Vietnam. We discussed about the key highlights from the PDP8, the next steps and the broader implications for renewable energy development in Vietnam.
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Putra Adhiguna, Energy technology lead in a think tank, explores Indonesia's nickel and battery industry and EV development. We discussed Indonesia's role in the global nickel supply chain and the key players shaping the local landscape. Putra shared his view on the impact of the choices made by legacy automakers on Indonesia's decarbonisation path and what the government can do to foster the development of the nickel industry and electrify Indonesia's roads.
Putra is Energy technology lead at Institute for Energy Economics and Financial Analysis (IEEFA)
Putra's articles:
Indonesia’s nickel edge yet to show up in its electric vehiclesElectrifying Indonesia’s road transport -
Kunal Shah Chief Growth Officer of Anaergia presents the importance of biogas and biomethane in reducing GHG emissions and their role as alternative renewable energy. The conversation also touched upon biogas and biomethane’s potential market size, global development, incentives, and their role in the energy transition journey.
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Assaad Razzouk, CEO of Gurin Energy and host of the Angry Clean Energy Guy presents his new book "Saving the planet without the bullshit". His book cuts through the misinformation and provides straight-to-the-point solutions to the climate issue. Assaad offers readers clear and sometimes surprising advice on how to eat, how to drink, what to wear, and how to invest to fight climate change. He sheds light on actions that matter and the ones that does not. A core message of his book is why and how we should phase out oil, gas, and coal and why we can be distracted from this critical goal.
His book: Saving the Planet without the bullshitHis podcast: The Angry Clean Energy Guy -
Jay Mariyappan, Partner at EEAM discussed the voluntary carbon markets. In this episode, Jay defines voluntary carbon markets in comparison to the compliance ones and explains how corporate commitments toward net zero are key drivers of the development of voluntary carbon markets. This episode also touches on the fundamental issue of heterogeneity and the quality of carbon offsets. In the end, Jay provides his view on the applicability of blockchain to this market.
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Trista Chen, Partner at ERM, talks about her experience in the ESG industry. Trista shares her view on the development and trend in sustainability and ESG, broke down ESG due diligence process and sheds light on ESG standards and climate finance. Combining one case study on ESG due diligence of an e-cosmetic company, Trista also explained in detail how ERM's ESG due diligence is executed on the project level.
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Maya Malik, founder of KimaEnergy speaks about her experience developing Taiwan offshore wind projects. Previously with Orsted and Copenhagen Offshores Partners, Maya shares her views about the 3 rounds of offshore wind tenders in Taiwan, the difficulties that developers are facing in this new round, the different offtake options and floating bottom technology.
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Chris Starling, Partner at The Lantau Group, gave an overview of the Philippines electricity market and discussed recent the green energy auction program in the Philippines.
He shared his advice for companies looking to develop projects in the Philippines and discussed the different offtake structures available.
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Jonathan Coppel, Head of the Energy Investment team at the International Energy Agency, presents the main findings of the Energy Investment 2022 report.
The two main takeaways of the report are 1) energy investment is expected to increase by 8% this year compared to just 1% on average over the previous 4 years (although half of the increase is due to cost increase) 2) We are, however, far short to an investment level allowing us to achievenet zero by 2050. Jonathan also discussed in detail trends in fossil fuel investment, clean energy investment, battery storage and sustainable finance.
Download the report here
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Mike Thomas, Founder and Managing Director at the Lantau Group explained the ins and outs of the Singapore electricity market and discussed the project to import renewable electricity into Singapore from neighbouring countries. Mike shared his over 30 years of energy analyst experience and described the main drivers of the electricity market in Singapore.
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Dolf Gielen, Director of technology and innovation at the International Renewable Energy Agency (IRENA) presented his research about critical materials for the energy transition such as lithium, cobalt, nickel and rare earths. He explained the fundamental chemistry of lithium ion batteries that power EV cars and detailed why the supply of these critical materials needs to be managed carefully to support the energy transition.
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Liming Qiao, Head of Asia at the GWEC, speaks about wind energy development in Asia and the policy framework to kick off Vietnam's offshore wind industry. She shared her 20 years of experience working on climate and wind energy, painted the picture of wind energy development in Asia and explained why a transition tariff is necessary before switching to an auction process to kick start an industry.
Music: Skydancer by Scandinavianz
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