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165. Our Predictions for 2025

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...

An episode of the Redefining Energy podcast, hosted by Laurent Segalen and Gerard Reid, titled "165. Our Predictions for 2025" was published on January 2, 2025 and runs 27 minutes.

January 2, 2025 ·27m · Redefining Energy

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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 China2) Politics: Elections in 2024 could derail the Energy Transition3) Oversupply of everything energy related – Prices are going down4) Stronger top-down governance of Transmission and Interconnection5) The return of Clean Energy shares6) 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 20251) Oil production down in the US in 20252) Oil prices will hit 40USD/bl in 20253) Geopolitics, stressed supply chains and Energy bonanza will bring a more innovative and better world4) A bloodbath for Hydrogen in the Transportation sector5) 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.

Episode Description

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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