Happy new year to all our listeners.
It has become a tradition for the first episode of the year: Gerard and Laurent present their 2024 Predictions in the Energy Transition. And we brought in our friend (and co-host of our sister show RE TECH) to spice up the conversation: Michael Barnard. Michael also acts as referee to score the predictions that were made a year ago.
- Record installation of everything Energy Transition: Solar, Batteries, Heat Pumps, EV (Gerard)
- Massive consolidation in the EV sector – Toyota will buy Panasonic (Laurent)
- Volatility in the Energy market is here to stay (Gerard)
- New alternatives to Li-Ion in Stationary Storage (Laurent)
- The Energy Transition has no plan, it just goes (Gerard)
- Nuclear: Westinghouse takes over Europe (Laurent)
 Well, the result was that Gerard won (but Laurent is considering filing a reclamation)
Now, to 2024. Our 6 predictions are:
- Stellantis will outsource its EV production in China
- Politics: Elections in 2024 could derail the Energy Transition
- Oversupply of everything energy related – Prices are going down
- Stronger top-down governance of Transmission and Interconnection
- The return of Clean Energy shares
- China will gain massive international market in Wind and EVs
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