Follow Us

Blog

123

The outlook for the global solar market is brighter than ever!

Call me a glutton for punishment but here are my predictions for global solar installations for this year, and yes for the 14th year in a row I got last year’s estimates wrong again, and as always, I underestimated the size of the market. I thought that market installations in 2018 would be lower than … Continued

Read More
951

China’s Remarkable Development – a view from the energy world

China’s economic development in recent years has been nothing short of remarkable but most of us don’t realize the extent of their achievements or the scale of the changes going on there. There is no better place to see these developments than in the energy area, and the following ten points give a good overview: … Continued

Read More
car

How utilities can benefit from the electrification of transport and why they have not done so to date!

Most utilities across North America and Europe are experiencing challenging times thanks to falling wholesale power prices, a tough regulatory environment and decreasing demand for their electricity. The one saving grace could be the electrification of transport but I don’t see many utilities really embracing this growth opportunity, which seems odd. More electric cars will lead to … Continued

Read More
model-3-performance-white-interior-wide

Why 2019 will become the year of the Electric Vehicle

There are five reasons why I think 2019 will become the year of the electric vehicle and why we will look back and say that 2019 was the year when we reached the tipping point: 1. Growing competition from China China is already the biggest market and producer of electric vehicles and components in the … Continued

Read More
blog2

Why the future is batteries!

Batteries have become an incredibly important and largely ignored part of our lives; until of course your phone runs out of batteries! Our digital lives would be impossible without batteries which provide our electronic devices with the on the go power they need. Batteries are truly everywhere and in massive numbers. There are close to 5bn mobile phones … Continued

Read More
blog gerard 1

The last chance for the hydrogen economy?

The idea of the hydrogen economy goes back to the early 1970s when the scientist John Bockris began promoting the idea of using hydrogen as an alternative to fossil fuels that could be used for transport and stationary power generation purposes as well as an energy storage medium. Proponents argue that it is the perfect solution to … Continued

Read More
12th NOV

Why we have now reached an inflexion point in the automobile industry and why it looks good for Tesla but not for Germany

Statistics tell a 1,000 stories and the following 10 stats have convinced me that we have reached a point of no return when it comes to the electrification of transport. Diesel is dead and we will electrify bikes, automobiles, busses and trucks, and there is no way that the incumbents can block the speed of … Continued

Read More
1st NOV

What we can learn from the mistakes of GE

I am sure that Thomas Edison is turning in his grave as he looks down at his once great and now ailing company General Electric which has led the global electrification revolution for the last century. General Electric or GE as it is more commonly known was always synonymous with excellence but that is not … Continued

Read More
October 4 2018

The future of wind power looks very positive

I recently visited Wind Energy Hamburg where I spent a day walking around and meeting executives in companies across the wind value chain. It was a much more buoyant show that the same event last year with solid growth expected in global wind installations this year (58GW, up from 52GW in 2017) with 2019 expected to … Continued

Read More
6th Sept

Why we need a power blackout

There is a lot of talk of cyber-security in the media and nearly all of us have had a computer virus or have been in some way affected by a cyber-attack, but for most of us they have not been that serious. A cyber-attack on the power system, on the other hand, would be very … Continued

Read More
25th Aug

Who will build the first successful energy platform business?

One stop digital interfaces such as Amazon as well as the growing use of smart phones and other internet based platforms such as Spotify and Facebook are impelling companies across the world to change how they interact with customers, as well as how they attract and retain business. We are actually in the midst of … Continued

Read More
0

Why we need to understand China’s Energy Strategy

China’s thirst for energy has fueled its incredible economic development over the last two decades, but it has come at a hidden risk, the growing dependence of the country on energy imports, be that coal, oil or natural gas. In addition, the economy is too reliant on coal for its energy needs which is a major … Continued

Read More
0-6

The Future of Coal?

There were two reports published earlier this month which made me think about coal, one was from Credit Suisse and the other BNEF. The report from Credit Suisse, using IEA data, sees coal remaining the prime energy source of energy for power generation across the globe in the coming decades. BNEF, in stark contrast, see coal … Continued

Read More
0-5

Trying to make sense out of the RWE/E.ON utility deal

It was with great surprise to me some weeks back that Germany’s biggest utility E.ON reached an “agreement in principle” with its biggest competitor RWE to acquire its grid and retail business Innogy via a wide-ranging “exchange of assets,” including RWE taking over the renewables and other power generation businesses of E.ON. The result, if the … Continued

Read More
0-4

Why we will electrify trucking faster than you think (and it has nothing to do with Tesla)

Most people are starting to believe that the automobile will become electrified. What is disputed is the timing and whether the automobile will be hybrid or fully electric, and whether it will be battery or fuel cell powered. The same, however, can not be said of trucks. Given the range and power needed, most commentators, … Continued

Read More
913946_10151355412055978_1481536158_o

Are we about to see a renaissance of the forgotten renewable energy geothermal?

We have been using heat from under the earth’s surface for bathing and wellness purposes for thousands of years. The Italians took it a step forward in 1902 with the opening of the Larderello field when for the first time geothermal heat, as is known, was used to power steam turbines and to generate electricity. … Continued

Read More
Screen Shot 2018-06-21 at 14.03.31

The rush for cobalt and what it means for EVs

Two years ago, I identified the significance of cobalt for the future of the electric vehicle. My investments have paid off well. But, sadly, many of the automobile manufacturers such as VW did not understand the significance of cobalt and their inability to secure the material now puts their whole electrification strategy in danger. This … Continued

Read More
0

The Case for Nationalising Energy

It was with great interest that I read Jeremy Corbyn’s, (the leader of the UK’s opposition) recent speech to the Alternative Models of Ownership Conference. Much of his speech was about the Labour Party’s pledge to ‘bring energy, rail, water, and mail into public ownership’ which got me thinking about whether this makes economic sense … Continued

Read More
The Bosch Solar complex

The Bosch Solar complex and why they and the wider investor community should not be comparing batteries to solar

Bosch was one of the first global industrial players to actively invest into solar. They saw the huge growth opportunity. They bought some very interesting businesses such as Ersol, Aleo Solar and Johanna Solar. However, they could not make any of them work and exited solar production some years ago, having lost over €3bn. Painful … Continued

Read More
Coming soon the Amazon of Energy

Coming soon the Amazon of Energy

What platforms like Amazon, WhatsApp, Spotify and Facebook have taught over the last years is that size matters and that once such a business reaches a certain scale, they produce customer benefits that cannot be matched by smaller platforms, often described as “network effects”. These businesses then have almost monopoly power and their access to … Continued

Read More
Autonomous cars are coming faster than most think and they will have a big impact

Autonomous cars are coming faster than most think and they will have a big impact

I am clear that my 6 year old will not learn to drive. By the time she reaches the age when she can, she will either not want to drive or will not be allowed to drive. The car will become a mobile office, or an entertainment center and it will be safer for the … Continued

Read More
Revisiting Peak Oil

Revisiting Peak Oil; entering the era of abundant oil

Rather than witnessing peak oil supply or oil scarcity, we are now seeing a flood of new oil supplies across the world. Rather than worrying about where all the oil we will need in the future is going to come from, we are now talking about when global oil demand will peak. The timing of … Continued

Read More
What exactly is energy?

What exactly is energy? The simple answer is solar.

I was recently asked what energy was, to which I spouted out the school textbook definition I had learned many years ago: “the ability to do work.” But after a few follow up questions from my friend I concluded to myself that I did not really know what energy was. And given that I work … Continued

Read More
The Great Biomass Swindle

The Great Biomass Swindle?

The general held view is that the use of biomass, and particularly wood, for energy purposes is carbon neutral, meaning that any CO2 that is released through the harvesting and burning of that biomass will be compensated by regrowth over time. This view has given rise to many countries supporting biomass as a means to reduce … Continued

Read More
Why the future is not plugin hybrid

Why the future is not plugin hybrid

I recently read an article that some of the German government ministers in Berlin were unhappy with the plugin hybrids they are being chauffeured around in. This got me thinking about my own plug-in-hybrid, the BMW 225xe. I like the car a lot but after a year of driving it, I am clear that it … Continued

Read More