Gerard
Reid
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Why we need a blackout
Trying to make sense of the RWE/EON utility deal…
Why we will electrify trucking faster than you think (and it has nothing to do with Tesla)
The rush for cobalt and what it means for EVs
The Bosch solar complex: European companies should not give up on batteries just because they failed in solar
The risk of a cyber-attack that will take down the power system is seriously underestimated, writes financial energy specialist Gerard Reid. To prevent future disaster, we need to build a completely new power system. Reliability is not anymore about the “average minutes of downtime per year”. Courtesy Energy and Carbon blog. … [Read more...]
There is economic and financial market rationale behind the recent deal between E.ON. and RWE, writes financial energy specialist Gerard Reid. From a strategic perspective, however, the decision will impact customers negatively, and will be bad for the long-term sustainability of both companies, Reid argues. Courtesy Energy and Carbon blog. … [Read more...]
Many people still doubt that trucks will become electrified. But according to financial energy specialist Gerard Reid, the adoption of electric vehicle technology in the freight sector will take place faster than expected. He gives four reasons why he is positive about electric trucks. Courtesy Carbon and Energy blog. … [Read more...]
There are no short-term alternatives to using cobalt in electric vehicle batteries today, writes financial energy specialist Gerard Reid. Even if the cobalt price continues to go up, it will be a long while before production is able to match growing demand, Reid argues. … [Read more...]
The decision of Bosch not to enter battery production may prove to be a historic mistake, writes Gerard Reid. Bosch was no doubt motivated by its failure in the solar power market, but according to Reid the battery market is very different. It is much more complex, involves much more technology and will be a critical pillar of the new economy. If Bosch and others don’t get over their solar complex, European industry may get seriously hurt. … [Read more...]
The energy sector has not yet been conquered by a platform giant like Amazon, Spotify or Facebook, writes financial energy specialist Gerard Reid. But according to Reid there are reasons why this will happen soon. The only question is, who is going to be there first? Courtesy Carbon and Energy blog. … [Read more...]
The tremendous advances being made in lithium battery technology are being underestimated by many people, writes financial energy specialist Gerard Reid. Competitive EVs are just a few years away. They will be followed by radical improvements that will have huge implications for air and ship transport as well. Courtesy Energy and Carbon blog. … [Read more...]
Now that EON and RWE have both been split up, there are four utilities investors can put their money in. Surprisingly perhaps, the conventional generation businesses do better on the German stock exchange than the renewables and grid businesses so far. Gerard Reid, founding partner of Alexa Capital, financial analyst and co-founder of the Energy and Carbon blog, explains why and discusses the prospects of the four companies. Courtesy Energy and … [Read more...]
Low-carbon technologies will transform the energy system, but not fast enough to limit global warming, writes Gerard Reid, founding partner of Alexa Capital, financial analyst and co-founder of the Energy and Carbon blog. According to Reid, what is needed is to shift the still massive investment in oil and gas onto alternative energy sources. That can only be done through a carbon tax. … [Read more...]
The coming of cheap and effective lithium-based batteries will cause the greatest changes in the energy and automobile sector since Henry Ford built the model T, writes Gerard Reid, founding partner of Alexa Capital, financial analyst and co-founder of the Energy and Carbon blog. But European countries like Germany and France have no significant production, in contrast to China, which views batteries and their raw materials as key factors in the … [Read more...]
Digitalisation has already had a huge impact on the energy sector, yet we are only at the start of a revolution that will rip apart any business that is too slow to embrace it, writes Gerard Reid, founding partner of Alexa Capital, financial analyst and co-founder of the Energy and Carbon blog. According to Reid it is the combination of five S’s – software, semiconductors, sensors, solar and storage – that will define the new energy order. And it … [Read more...]
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