103. Battery chemistry: China against the Wor...

Clean Energy equities have comfortably outperformed the major indices in 2025. Laurent and Gerard are joined by friend of the show Shanu Mathew, an equity portfolio manager everyone in the sector knows to unpack what’s really driving this performance. We begin by putting recent r ...  Show more

Luca Pedretti, Co-Founder, Pexapark, returns to discuss how volatility, market design, and new contract structures are transforming power markets and renewable economics. What begins with PPA pricing quickly evolves into a broader conversation about where value is now created in ...  Show more

Can we meet the soaring demand for lithium, a vital metal for electric cars and green energy? Mining is concentrated in a limited number of countries such as Australia and Chile. And with China dominating the manufacture of electric car batteries and already accounting for the im ...  Show more

Lithium-ion batteries (LIBs) are set to play a key role in the transition to a decarbonized world. They are one of the principal energy sources for electric vehicles, grid storage and many consumer electronics. As things stand, however, the way that we produce and manage LIBs ove ...  Show more

Le marché des minéraux critiques nécessaires à la transition énergétique a doublé de taille au cours des cinq dernières années. Mais l’offre reste encore concentrée dans les pays déjà dominants, selon un rapport annuel de l’Agence internationale de l’énergie. La concentration de ...  Show more

With global temperatures rising and an increasing urgency to speed progress on the energy transition, our Head of Sustainability Equity Research examines the key materials needed—and the risks of disruption from US-China trade tensions.

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