Three wise men met and discussed the Seven Sins of The Energy Transition. Laurent, Gerard and Michael dissect seven sectors that have captured attention, investments and public money and are at best dead ends, at worst disasters waiting to happen.
Greed â âSubsidy Mining in a Lab Coatâ (Carbon Capture & Direct Air Capture)
A capital-intensive detour that soaks up public money while delivering trivial abatement at extreme cost, great PR for incumbents, weak climate math.ÂGluttony â âThree Kilowatt-Hours to Move Oneâ (Hydrogen-for-Energy)
An energy-wasting appetite: make Hâ with clean power, then throw most of that power away moving, compressing, liquefying, and reconverting itâuseful only in narrow industrial niches.ÂSloth â âAlways âOn Timeâ by 2040â (Small Modular Reactors)
Perma-prototype promises that stay years late and dollars short while wind, solar, and storage deploy at scale now.ÂPride â âWe Will Bottle the Sunâ (Fusion Salvationism)
Technological hubris as strategy: a captivating physics quest, but not a climate plan for the 2030s. Invest in science, donât budget on miracles.ÂLust â âDrop-In Fantasies for Every Engineâ (Biofuels-Everywhere)
The seductive promise of pouring yesterdayâs fuels into tomorrowâs problems; keep them for hard-to-electrify edges, not as a universal fix.ÂWrath â âCulture War at Seaâ (Americaâs Offshore-Wind Own-Goals)
Ideological backlash, litigation, and policy whiplash torch viable projects and local supply chains while the rest of the world builds.Envy â âGreen Halo by Checkboxâ (ESG Box-Ticking)
Chasing ratings and labels instead of real-world decarbonization and cash-flow-relevant risk; better to separate E, S, and G and measure outcomes  Â
https://open.spotify.com/show/4FDIRo16s1C9Fpc9v1HyGi
https://podcasts.apple.com/gb/podcast/redefining-energy/id1439197083