Bloomberg climate reporter Akshat Rathi discusses transmission and power deliverability bottlenecks in Europe on Catalyst with host Shayle Kann.
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“The Netherlands has 12,000 businesses waiting for an electricity connection.”
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More from Akshat Rathi
Opinion
Rathi: Venture capital is overhyped for scaling global climate solutions
“From the perspective of venture capital helping scale climate solutions, I think VC is overhyped because That model might work in America, and I don't know if it's working, because there are not that many companies that have really been VC-oriented, big climat…”
Akshat RathiOct 16, 2025▶ 24:30Calibrating hype with Akshat Rathi
AssertionSupported
Rathi: UK Reform Party polls ahead of major parties opposing net zero
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AssertionPartly supported
Rathi: ASML cannot expand Dutch factories due to grid connection delays
“ASML, which is like the Netherlands biggest company, most valuable company, isn't able to build extra factory because it cannot get an electricity connection for the next few years.”
Akshat RathiOct 16, 2025▶ 16:32Calibrating hype with Akshat Rathi
Opinion
Rathi: Sodium-ion batteries are overhyped due to massive lithium-ion cost declines
“Given the pace at which lithium ion chemistries have fallen in price, and the amount of manufacturing capacity that's been built around the world, if I look at Bloomberg NEF projections, sodium ion will make an impact, but such a sliver, even after 2030 years,…”
Akshat RathiOct 16, 2025▶ 32:26Calibrating hype with Akshat Rathi
Opinion
Rathi: Advanced geothermal is globally overhyped due to drilling talent shortages
“The difficulty I feel like is that it's overhyped because the level of other types of talent and infrastructure that you need to deliver on advanced geothermal exists in the US, but will take a long time in other parts of the world to build. So engineers who c…”
Akshat RathiOct 16, 2025▶ 35:40Calibrating hype with Akshat Rathi
PredictionNot checkable as stated
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“I think there'll be national champions and more of them, whereas Siemens GE and Mitsubishi are more than national champions.”
Akshat RathiOct 16, 2025▶ 40:51Calibrating hype with Akshat Rathi
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