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Month: April 2017


How the major global automobile manufacturers fell asleep at the wheel

I gave a dinner speech some months back where in front of me was sitting the former Chairman of one of Europe’s leading automobile manufacturers. My talk was on the future of energy and one of the points I was making was that the electrification of automobiles would happen faster than what most people thought. … Continued

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Bruce Huber in the Economist discussing Renewable Energy: A world turned upside down

Bruce Huber in the Economist discussing Renewable Energy: A world turned upside down. Bruce Huber of Alexa Capital, which helps fund renewable-energy investments, says business consumers are probably going to be more influential in driving the adoption of these technologies than households, because they will more quickly see how they might cut their bills by … Continued

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Learning from the European utility mess

Utility businesses models across the world are increasingly under pressure from three forces: Decarbonisation, Decentralisation and Digitalisation. These changes are so profound that they are calling into question the very existence of many utilities. No more is this so than in Europe where utilities have made, in recent years, asset writedowns totalling over $100 billion … Continued

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Are we seeing the end or the new beginnings of nuclear?

I was at a conference recently where a senior executive from the Russian nuclear company Rosatom gave a presentation on their two new 1.2GW third generation nuclear reactors in Kallingrad, the Russian enclave on the Baltic Coast situated in between Lithuania and Poland. The presentation was about how the build out of an Eastern European grid … Continued

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