• 165. Our Predictions for 2025

  • Jan 2 2025
  • Length: 27 mins
  • Podcast

165. Our Predictions for 2025

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  • Summary

  • Happy new year to all our listeners. It has become a tradition for the first episode of the year: Gerard, Laurent and Michael present their 2025 Predictions in the Energy Transition.

    Here are the predictions that were made a year ago.
    1) Stellantis will outsource its EV production in China
    2) Politics: Elections in 2024 could derail the Energy Transition
    3) Oversupply of everything energy related – Prices are going down
    4) Stronger top-down governance of Transmission and Interconnection
    5) The return of Clean Energy shares
    6) China will gain massive international market in Wind and EVs

    Winner for best predictions is Michael Barnard, and the loser is Laurent (as usual)

    And here are our 6 predictions for 2025
    1) Oil production down in the US in 2025
    2) Oil prices will hit 40USD/bl in 2025
    3) Geopolitics, stressed supply chains and Energy bonanza will bring a more innovative and better world
    4) A bloodbath for Hydrogen in the Transportation sector
    5) Record installation of Solar (700GW), EVs (20m) and Batteries (200GWh)
    6) The end of all financial products labelled ESG, Climate and Carbon

    We wish all our listeners an excellent year 2025 and we love you all.
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