Europe, every mention
243 scenes · ← back to Europe
tap a year for its mentions
every year anyone Shayle Kann 231Anne-Sophie Corbeau 39Dr. Daniel Yergin 22Jesse Jenkins 20Nat Bullard 18Sam Jaffe 14Julio Friedmann 12Rafi Garabedian 11Kim Zou 10James Frith 9
Verbatim, from the transcripts: the passages where Europe comes up
More 2024 trends: ESG, carbon certifications, curtailment, and AI
- ▶ 10:44 Shayle Kann It's clearly a United States phenomenon, much more so than it is a global phenomenon, and there, there seems to be a pretty big difference in terms of, like, whether ESG really is the, the new third rail in the U.S. versus Europe, for… 7 times in the scene
- ▶ 14:29 Nat Bullard You're, yeah, you're solar in Chile or you're wind in Europe.
- ▶ 33:11 Shayle Kann In Europe, in particular. 4 times in the scene
What’s really happening in the U.S. EV market?
- ▶ 9:19 Corey Cantor So again, that's a really key point to hone in on, not just for the U.S. market, but as you're looking at Europe and China, what is EV share of sale versus just absolute? 3 times in the scene
- ▶ 27:26 Corey Cantor They're looking at the European market.
- ▶ 32:22 Corey Cantor And that is a real problem here for the U.S. market compared to Europe or China.
2023 climate tech venture investment trends
- ▶ 2:50 Shayle Kann Tailwind that showed up both in the U.S. and in Europe.
- ▶ 19:12 Kim Zou So H-Green Steel, they're building a massive steel plant in Sweden and Europe where there's a lot of policy tailwinds, you know, think CBAM. 3 times in the scene
- ▶ 37:34 Kim Zou Yeah, so the, in our, in our geography analysis, I think, unsurprisingly, the US and Europe kind of led the, led the charts. 7 times in the scene
Financing first-of-a-kind climate assets
- ▶ 18:46 Shayle Kann So in the U S and in Europe to some extent too,
Update: What the new Treasury rules mean for EV supply chains
EV charging on both sides of the pond
- ▶ 1:23 Shayle Kann It's sort of easier to extract the full value from managed charging in a vertically integrated market like investor owned utilities are mostly in the, in the US versus in Europe. 2 times in the scene
- ▶ 3:40 Shayle Kann In the United States, I sometimes look across the pond at Europe, and especially certain countries in Europe, like Norway, and maybe see a window into the future. 3 times in the scene
- ▶ 4:58 Shayle Kann What have you seen in terms of patterns of both EV adoption, and I guess in particular, charging patterns in Europe versus North America? 6 times in the scene
- ▶ 7:24 Nick Woolley So what's, um, there are what we call roaming aggregators within the European market.
- ▶ 7:56 Shayle Kann And you mentioned that charging patterns, at least at home charging, is pretty dominant, both in Europe and in North America. 4 times in the scene
- ▶ 10:48 Shayle Kann So if, if most of the charging is taking place at home, both in North America and in Europe. 2 times in the scene
- ▶ 13:29 Shayle Kann So this is where I know there are some differences between North America and Europe, or at least parts of North America and parts of Europe. 5 times in the scene
- ▶ 33:27 Nick Woolley Because that doesn't happen in Europe at all.
- ▶ 36:57 Nick Woolley Well, right now, so, like, if there's about thirteen million electric vehicles across Europe and the US, so, like, eight million and about five million in the US, um, and so that's about 13 gigawatts at peak of load, which is probably, in… 2 times in the scene
The cost of nuclear
- ▶ 14:20 Jessica Lovering Um, has the cheapest electricity in Europe, and it's, you know, 80% nuclear. 2 times in the scene
- ▶ 26:30 Jessica Lovering Um, and we've seen with Vogel and these projects in Europe, like in Finland and France, just going way over budget.
Mailbag episode! Interest rates, carbon dioxide removal, load growth, and more
- ▶ 44:47 Shayle Kann I don't know if this is a larger story that needs to be covered or not, but I can tell you the, why I think you do see a lot more M&A from European energy companies buying US-based companies, mostly project developer types. 7 times in the scene
The Volts crossover episode
- ▶ 14:09 David Roberts Well, we could talk about that forever because another aspect of that is the sort of, sort of Europe being, um, you know, kind of have its butt up on its shoulders about our, 2 times in the scene
Reviving the stagnant plant based meat market
- ▶ 13:00 John Baumgartner And in Europe, you know, plant-based beverages have a penetration of 50%.
The food-energy nexus
- ▶ 23:39 Dr. Michael Webber In the United States, we use a lot of soy to get biodiesel, and in Europe and elsewhere, you might use palm oil to get biodiesel, and corn and soy and palm oil are sources of calories for a lot of people for food around the world, so we're…
Navigating the electricity gauntlet
- ▶ 15:18 Andy Lubershane Yeah, I think it, it's going to be big, and it's another thing that the industry just had not been anticipating, because this is a, a major change in, in policy for the U.S. and for Europe, um, and this, this wave of real industrial policy…
Beaming 24/7 solar… from space
- ▶ 11:03 Sanjay Vijendran And every 10 years or so, NASA, as well as Europe, the European Space Agency, has, has looked again at the topic, done a cost-benefit analysis, looked at the latest designs of how you might put these things together in space using the…
- ▶ 23:31 Sanjay Vijendran To do substantial power beaming, um, technology development has, has been too challenging all across the world, whether it's Europe or the U S but now as, as the idea of the full scale application with the pressures of climate change and… 2 times in the scene
- ▶ 34:42 Sanjay Vijendran But the, um, the latest analyses from, not just from Europe, but, but others around the world have shown that there, there really is a path now to seeing how this can be economically viable in
The early days of transoceanic hydrogen transport
- ▶ 7:39 Anne-Sophie Corbeau Among these countries in Europe, there is in particular Germany, who really wants to import hydrogen, and they have already a certain number of projects, etc. 2 times in the scene
- ▶ 17:30 Anne-Sophie Corbeau This is also a concept which is quite interesting for some companies in Europe. 3 times in the scene
- ▶ 33:53 Anne-Sophie Corbeau And we have not even talked about actually the best one, which is transporting hydrogen by pipeline, which can also be an option between, you know, different continents and will be definitely an option and the cheapest option for Europe. 6 times in the scene
- ▶ 40:58 Anne-Sophie Corbeau I mean, you know, are they just going to get the money from these hydrogen projects, and you have a bunch of people from Europe or from Japan who are going to come and say, hey, I'm taking the renewable energy, I'm transforming hydrogen,…
The carbon market’s quality problem
- ▶ 41:07 Shayle Kann And that is a complicated question as we are currently facing in a, in a different context, but with exactly the same question, which is hydrogen production, where there are battles going on in both Europe and the U S over how do you…
Four ways to store sunlight
- ▶ 51:05 Andy Lubershane In Europe, they're actually even more clustered in, sort of, Central Europe and Germany.
The Carbon Copy: A rogue geoengineering startup sparks worry
- ▶ 23:05 Alejandro de la Garza At paintings in, uh, Europe, and he sees kind of what he's doing.
What the new Treasury rules mean for EV supply chains
- ▶ 3:11 Shayle Kann It's also been one of the most controversial globally, with a huge public outcry from leaders in Europe and Asia, as well as some automakers.
- ▶ 7:16 Sam Jaffe I think that companies throughout the supply chain have been planning on building plants regardless, um, but the, the, the location of those plants in North America and free trade partner countries is what's new, and, and we've actually…
- ▶ 9:09 Sam Jaffe Yeah, I think internationally, there's certainly been a big, uh, disagreement from coming, especially from Europe and Japan, from Western Europe and, and, and Eastern Europe, uh, the UK and Japan, which are all of which are strong U.S.…
Betting big on renewable natural gas
- ▶ 3:32 Shayle Kann In Europe, Shell acquired yet another RNG producer called Nature Energy Biogas for two billion dollars, and the list goes on.
The greenhouse gas you don’t know about
- ▶ 37:14 Eric Davidson Now, if you compare that to Europe, um, there are instance, there are certainly, uh, cases of, of legislative initiatives in various countries in Europe and the European Union that are more regulatory, um, 2 times in the scene
More 2023 trends: EVs, onshoring, and the three ages of decarbonization
- ▶ 17:51 Shayle Kann We've got Europe, which is sort of mad at the US U.S. about the IRA, and so coming up with its own policies and talking about 2 times in the scene
- ▶ 39:41 Nat Bullard Wind, solar, biofuels in the United States, and carbon dioxide in the form of carbon markets in Europe.
2023 trends: biomass, ESG, batteries and more
- ▶ 16:38 Nat Bullard But, you know, reforestation takes decades to obviously have much climate impact or effect, but, uh, Europe has been reforesting.
- ▶ 17:33 Shayle Kann So let's pick slide 19, which points out something that probably is somewhat intuitive, but still striking, which is that, uh, renewable energy generation in China has now surpassed all of Europe put together. 4 times in the scene
- ▶ 25:44 Nat Bullard It's not nearly as big of a topic in Europe at a sort of polity level, or definitely not at like a local politics level, um, 3 times in the scene
- ▶ 38:04 Nat Bullard But yeah, the, the European and U.S. battery makers are really nowhere to be seen at this moment. 2 times in the scene
What hydrogen leakage means for the climate
- ▶ 38:58 Thomas Koch-Blank You know, there is a reason we're moving molecules, um, to the regional power markets and then not moving electrons over copper between Europe and North America, for example.
Mailbag episode! Biotech, layoffs, battery recycling and more
- ▶ 14:09 Sarah Golden There's nothing in Europe.
Natural gas whiplash
- ▶ 0:14 Shayle Kann So what I'm hearing is that this unseasonably warm winter in Europe was an incredibly lucky break for Europe. 2 times in the scene
- ▶ 1:49 Shayle Kann While you'd be forgiven if you're feeling a bit of whiplash these days, it seems like just yesterday the world, and particularly Europe, was completely freaking out, for good reason, I should add, about the price of natural gas.
- ▶ 3:51 Anne-Sophie Corbeau Well, I think in March, 2020, we had not yet fully grasped, you know, how serious the situation would be, but it started to emerge in mid-March when everybody realized, and it was, you know, the beginning of the lockdown in Europe, that… 7 times in the scene
- ▶ 10:40 Anne-Sophie Corbeau I need to get LNG as soon as possible because my stocks are really declining, and you have to understand that in Japan, Korea, but also China, they do not have as much storage as we do have in Europe and the US. 4 times in the scene
- ▶ 15:57 Shayle Kann And as you said, there were a bunch of, you know, you call them weird, strange, semi-anomalous weather events, but as climate change progresses, presumably those types of things, whether it is a drought in China or a heat wave in the… 3 times in the scene
- ▶ 20:35 Anne-Sophie Corbeau Storage facilities in Europe, in continental Europe, and these storage facilities were empty. 12 times in the scene
- ▶ 31:44 Shayle Kann And so weather surprised us all, and now it's warm in the winter in Europe and demand is lower and prices have come down. 7 times in the scene
- ▶ 37:33 Anne-Sophie Corbeau And something that we have not discussed, although maybe a little bit is that in Europe, we don't only have 4 times in the scene
Ammonia: the beer of decarbonization
- ▶ 10:30 Julio Friedmann That one's actually shut down now, so, uh, but there's a third one that's only 2000 miles long that's in Russia, same thing, takes fertilizer from, you know, the gas regions of Russia into, uh, other parts of Russia and Europe,
- ▶ 18:58 Julio Friedmann So if you're in North America or Europe, where you have lots of options for low carbon electricity, 2 times in the scene
- ▶ 28:46 Julio Friedmann Instead, look at China, or look at Europe, they have a lot of gasoline, they have a lot of diesel, they have a lot of methanol. 2 times in the scene
- ▶ 40:09 Julio Friedmann Or around countries, or around Europe.
- ▶ 50:12 Shayle Kann Big impacts on the human population, the most recent example of which being, you know, the Russia-Ukraine situation resulted in the shutdown of a bunch of ammonia factories, both in Russia and Ukraine, but also in Europe because natural…
Advance market commitments to decarbonize heavy industry
- ▶ 46:26 Shayle Kann Yeah, I think this dynamic around, um, the commitments that come from companies in the U.S. because the IRA and Europe because of various policy mechanisms, but also just like in the global north versus the global south where most of the,…
The trends shaping the energy transition [partner content]
- ▶ 14:51 Nick Broad I think, you know, the biggest story really is what happened, is happening in Europe, that a energy-centric war, uh, has proven how important it is to have, uh, energy independence, energy security, and clean green energy, and not be…
Solving the conundrum of industrial heat
- ▶ 37:18 John O'Donnell In Europe's sprint to get off Russian gas, the building out, the build out is the big issue.
Unpopular solar opinions, 2022 edition
- ▶ 7:41 Jenny Chase The fact that the price is staying actually pretty firm, even now in November, suggests to us that there probably is a black hole sucking up modules somewhere, and that, that might be China, it might be Europe, it might be inventory in… 2 times in the scene
- ▶ 14:24 Jenny Chase There's also a lot of work in, in Europe on lifting restrictions on using certain types of land.
- ▶ 26:01 Jenny Chase So what some European governments, notably, um, France, Spain, and Portugal, have done, and they all had basically state auctions, so
- ▶ 29:41 Jenny Chase And starts pumping out solar cells and wafers and modules like MAD and, and supplying its own market and exporting to Europe, and Europe starts to put, starts to bring in the World Trade Association on America for, stop dumping your… 3 times in the scene
- ▶ 35:19 Shayle Kann So opinion 29, batteries for residential solar systems are becoming standard offers in Europe and in the U.S., 4 times in the scene
- ▶ 39:15 Shayle Kann You could imagine saying, yeah, we have plenty of land in the US, but Europe is actually much more land constrained. 2 times in the scene
Fixing cement’s carbon problem
- ▶ 20:16 Leah Ellis So, like I said before, Portland cement has been used, especially in the US, as a one-size-fits-all cement, but there are a number of things that you can blend into cement that actually improve the performance and durability, um, and so…
Unleashing the magic of heat pumps
- ▶ 20:55 Shayle Kann And very stark divide between what was happening in Europe and what was happening in the U.S. 6 times in the scene
- ▶ 32:14 Shayle Kann As a result, uh, heat pump adoption does increase rapidly in, in the U S as we are starting to see in Europe and we'll see whether that's a sustainable trend.
Getting more energy on the wires
- ▶ 6:56 Liza Reed Yeah, so, I mean, the, the, Europe has a similarly sort of developed grid as we do, and they are looking at similar challenges that the U.S. is having, and how they're sharing power, and how they're integrating renewable resources, which…
- ▶ 34:00 Liza Reed There's a couple of different reasons, and, you know, part of it is just complex politics, but if you think about, you know, Europe is using a lot more of these, like the fax devices I was saying, right, to control sort of where power…
- ▶ 42:54 Liza Reed Um, but certainly, you know, Europe is looking at undergrounding for similar reasons that they've had to maximize their existing transmission system.
Climatetech for developing economies
- ▶ 3:55 Lara Pierpoint So, the state of energy usage in the developing world, um, it varies, obviously, locality by locality, country by country, um, but how would you characterize where things stand with respect to things like energy access, the kinds of energy…
- ▶ 15:38 Kate Steele On the grid side, I think that's the more challenging one because this is the same challenge we have in the U.S. or Europe or wherever you want to look with, you want to have large-scale baseload power. 2 times in the scene
- ▶ 45:45 Kate Steele I'll use the U.S. because I think Europe is more connected to Africa.
What’s holding up hydrogen in Europe?
- ▶ 0:14 Gnevamir Fleece In the euphoria on your side of the pond, Shail, upon the IRA's passing, that euphoria was seized upon by lobbyists in Europe to, to scare policymakers into essentially saying, look, all this hydrogen economy that we are aiming for, this… 2 times in the scene
- ▶ 2:34 Shayle Kann But in all our fervor to figure out what's gonna happen here in the US, let's not forget Europe. 8 times in the scene
- ▶ 4:19 Shayle Kann Let's talk about hydrogen in Europe, uh, and I want to start with a flashback not that long ago, uh, and let's talk about, you know, a year ago or so before Russia invaded Ukraine. 7 times in the scene
- ▶ 12:22 Shayle Kann So the first question you're asking is around, or that is being asked, I guess, in Europe is around additionality. 3 times in the scene
- ▶ 20:07 Gnevamir Fleece And everything is being delayed by this lack of regulatory clarity, and I actually think it's a little bit ironic because the hydrogen lobbying organization in Europe, which was a very strong critic of additionality and temporal… 3 times in the scene
- ▶ 24:52 Shayle Kann There's another thing that's different about the, the North American context versus the European context. 8 times in the scene
- ▶ 33:02 Shayle Kann There's one other interesting dynamic here that speaks to sort of geopolitics in a broader sense, which is, I think both North America and Europe, as they build out the hydrogen economy, so to speak, are mindful of what happened as we… 6 times in the scene
- ▶ 40:09 Shayle Kann I guess in your mind, apart from this waiting game of when are we going to get regulatory certainty that allows final investment decisions and for European hydrogen projects to get made, 9 times in the scene
- ▶ 43:00 Shayle Kann There is a lot going on in hydrogen in Europe, so let us know.
Is the Inflation Reduction Act a win for EVs and batteries?
Columbia Energy Exchange: Will Putin’s Energy Strategy Backfire?
- ▶ 1:04 Shayle Kann So I'm very excited to bring to you this week a crossover episode with the Columbia Energy Exchange, which did an interview very recently with Dan, specifically about the impacts of what's happening in Europe right now on global energy…
- ▶ 1:23 Jason Bordoff Winter is coming, and the energy crisis that is afflicting Europe and other parts of the world is worsening in the wake of Russia's invasion of Ukraine. 3 times in the scene
- ▶ 8:34 Dr. Daniel Yergin Gas, natural gas prices in Europe, gasoline prices in the United States, uh, prices around the world were high last November and December. 2 times in the scene
- ▶ 10:49 Dr. Daniel Yergin And then he figured the Europeans were so dependent on Russian energy that they would just kind of wave things on. 6 times in the scene
- ▶ 15:06 Dr. Daniel Yergin Uh, and, uh, engaged in how this has happened, but I think, you know, it's amazing to think it was only in 2016 that the first cargo of LNG left the United States, and today the U.S. is, or is close to being the world's largest exporter of… 6 times in the scene
- ▶ 18:24 Dr. Daniel Yergin But now we'd have to redraw the literal maps as well, because literally, you know, Russia was supplying 38 to 40% of Europe's gas. 3 times in the scene
- ▶ 20:12 Jason Bordoff What do you think about the policy response across Europe? 2 times in the scene
- ▶ 22:04 Jason Bordoff Coming back to that point about opening up the North Sea, of course, many countries in Europe, Germany, building new LNG import facilities, even in the U.S., the president saying, I want, I want to see more production, more refining in the…
- ▶ 26:58 Dr. Daniel Yergin Europe's in there as a player as well, and it has, it's geostrategic, it's military, it's economic,