Energy Unplugged by Aurora

EP.170 Clare Savage, Chair, Australian Energy Regulator

In this episode of Energy Unplugged, we discuss the current status and future of the Energy Transition in Australia, with a specific focus on its regulatory landscape. We are pleased to be joined by Clare Savage, Chair, Australian Energy Regulator (AER), and James Ha, our Research Lead for Australia, in conversation with our Managing Director for APAC and California, Hugo Batten.Clare has worked with some of Australia's largest businesses, including electricity and gas producers, as well as consumers, to develop a suite of integrated energy and climate change policies. Before joining the AER, she served as Deputy Chair of the Energy Security Board and, prior to that, as the Executive Director, Policy, Energy & Climate Change at the Business Council of Australia. Clare has also held executive positions within EnergyAustralia and the Energy Supply Association of Australia.Main topics include the following:• The current challenges facing the Energy Transition in Australia• Regulatory considerations throughout the Energy Transition in Australia• The importance of supporting innovation through the Energy TransitionSupport the show

EP.171 Alexander Voigt, Co-Founder & Board Member, HH2E

In this episode of Energy Unplugged, Alexander Voigt, Co-Founder & Board Member of HH2E, engages in a discussion with Hanns Koenig, our Managing Director for Central Europe. Together, they explore the resilience of Europe's clean energy supply chains and delve into the extent to which Europe should try to build or rebuild its own clean energy manufacturing space.Alexander has spent his career creating several CO2-free businesses, some of which have achieved billion-euro valuations. Today, he is one of Germany's most successful green energy entrepreneurs. His latest initiative, HH2E AG, is a new green energy company in Germany, co-founded with other like-minded pioneers.Main topics include the following:• Competition between Europe, China, and the US: What factors are boosting the weight of the latter two at the expense of Europe?• What players should be strengthening Europe’s role in the renewables manufacturing industry and how?• What can Europe learn from China and the US and what should Europe push for?Support the show

EP.169 Catherine Raw, Managing Director, SSE Thermal

In this episode of Energy Unplugged, Catherine Raw, Managing Director of SSE Thermal, engages in a discussion with Anise Ganbold, our Head of Research for Global Markets & Hydrogen, exploring the role of hydrogen in the journey towards a Net-Zero power sector and economy in the UK and Ireland.Prior to joining SSE Thermal in April 2022, Catherine served as both Chief Operating Officer for North America and Chief Financial Officer for the international metals and mining firm, Barrick Gold. Before this, she held positions as managing director and fund manager at BlackRock. Transitioning into the energy sector, Catherine brought her expertise in operational and financial performance, as well as her specialised knowledge of natural resources, commodity markets and investment management. Main topics include the following:• “Hydrogen clusters” and the business case including cost of hydrogen, profitability of new projects, and hydrogen-to-power opportunities• Carbon capture and storage (CCS) and hydrogen projects in the UK• Using biofuels in Irish open-cycle gas turbines (OCGTs) and why this is not the right choice for the UKSupport the show

EP.168 Pierre Bartholin, Senior Director, Glennmont Partners

In this Energy Unplugged episode, we delve into the intricacies of revenue strategy for renewable portfolio managers, focusing specifically on the topic of power purchase agreements (PPAs). We are pleased to be joined by Pierre Bartholin, Senior Director, Glennmont Partners in conversation with our Co-Head of Advisory in Central Europe, Thekla von Bülow.With more than 12 years of experience in the carbon and power markets and having contributed to pioneering business models within SG CIB, Solvay, Lightsource BP and GE, Pierre joined Glennmont Partners in 2021 as Head of Revenue. In the past years he has been developing power-market-revenue solutions to secure revenue generation from renewable assets, such as PPA structures with corporate offtakers and utilities. Main topics include the following:• Understanding the significance of PPAs and their growing importance for funds and renewable developers across Europe• Revenue strategy for renewables portfolio managers• Perspectives on PPAs from the different market sides, including developers, utilities, traders and corporate offtakersSupport the show

EP.167 Camilla Nilsson, CEO, Kyoto Group

In this Energy Unplugged episode Camilla Nilsson, CEO of Kyoto Group and Alejandro Zerain, Project Leader at Aurora, discuss long duration energy storage with Ana Barillas, our Head of Iberia and LATAM.Dedicated to sustainability and clean technologies, especially in energy and agriculture, Camilla has extensive international industrial experience from her leadership roles in large international companies. Her background includes experience in multinational joint ventures, aggressive turn-arounds, and building ambitious start-ups. Prior to joining Kyoto Group, Camilla worked with Yara International and held leadership positions at Norsk Hydro ASA, Umoe BioEnergy ASA, and Agrinos AS. Main topics include the following:• What is digital farming?• Long-duration energy storage, including both power and heat solutions• The potential competition that thermal storage might face in the futureSupport the show

EP.166 Rogério Jorge, CEO, AES Brasil

In this Energy Unplugged episode, we discuss the context and challenges of the Brazilian power sector. We are pleased to be joined by Rogério Jorge, CEO of AES Brasil, in conversation with our Founder & CEO, John Feddersen.Backed by 24 years of experience in the energy sector, Rogério has led different areas in the energy distribution, generation and commercialisation sectors, including the development of new businesses, the origination and structuring of greenfield projects, and the participation in mergers and acquisitions. He holds a degree in Law from Mackenzie and an International MBA from FIA/USP, among other specializations in Brazil and the USA.Main topics include the following:•Policy in the Brazilian power sector•The importance of developing gas infrastructure in Brazil•Brazil’s network capacity and reliabilitySupport the show

EP.165 Dr Alan Finkel, Chair of the Low Emissions Technology Investment Advisory Council

In this Energy Unplugged episode, we discuss the transition to a future in which the role of electricity is scaled up in the global energy mix, powered by low-emission solutions. We’re pleased to be joined by Alan Finkel, Chair of the Low Emissions Technology Investment Advisory Council and James Ha, our Research Lead for Australia, in conversation with Hugo Batten, our Managing Director for APAC & California.Alan is, among many things, a neuroscientist, engineer, entrepreneur and philanthropist. He was Australia’s Chief Scientist from 2016 to 2020, during which time he led the National Electricity Market Review and developed Australia’s first National Hydrogen Strategy. The ideas presented in his latest book, titled “Powering Up: Unleashing the Clean Energy Supply Chain”, are the focus of today’s discussion. Main topics include the following:• Supply chain bottlenecks, and what the government can do to mitigate this and other risks• Australia’s opportunities to become an export superpower for electrostates• Industrial policy and appropriate basket of policies to help countries transition towards electrostatesSupport the show

EP.164 Emma Fletcher, Low Carbon Homes Director, Octopus Energy

In this Energy Unplugged episode, Emma Fletcher, Low Carbon Homes Director at Octopus Energy and Caroline Still, Senior Associate in our Advisory team, discuss the decarbonisation of homes and buildings with Richard Howard, our Global Research Director.Emma started her career in the real-estate industry and, over time, became the manager of a major house-building and development company. Alongside this, she is part of a community land trust which implements low-carbon solutions at the domestic and settlement scale. Presently, at Octopus, she is at the forefront of developing customer propositions aimed to decarbonise homes and buildings.Main topics include the following:• Barriers at the individual household scale that curb the progress towards the decarbonisation of homes and buildings• The various technologies that have the potential to replace traditional oil and gas boilers• The role of policy both in GB and other European countries in enabling the decarbonisation of homes and buildingsSupport the show

EP.163 How can refineries’ value chain be carbon neutral? Lars Peter Lindfors, EVP Innovation, Neste

In this Energy Unplugged episode, we discuss how the oil refinery business can complete the transition towards a carbon neutral value chain by 2040. We are pleased to be joined by Lars Peter Lindfors, Executive Vice President (EVP), Innovation, Neste in conversation with our Head of Nordics & Baltics, Alexander Esser.Holding 30+ years of Industrial experience, prior to being the EVP of Innovation of Neste Corporation, Lars Peter held positions as SVP, related to areas such as R&D, Engineering, Strategy, Investments, IT, Procurement and Business Processes. He has a doctoral degree with honours in the field of chemical reaction engineering and holds an MBA from Henley Management College, UK.Main topics include the following:• How can an oil refinery company achieve a carbon neutral value chain?• Which fuels for green aviation are in reach? • What are the economics of an electrolyser on-site at Neste’s largest refinery?Support the show

EP.162 Hydrogen in Europe and APAC: Daniel Sandermann, Head of Europe at Hysata

In this Energy Unplugged episode Daniel Tas Sandermann, Head of Europe at Hysata and James Ha, our Research Lead for Australia, discuss Hydrogen in Europe and APAC with Hugo Batten, our Managing Director for APAC & California.Before joining Hysata, Daniel was Vice President, Head of Energy Systems at Ørsted and also a Member of the Board of Directors. He has an academic background in science and sustainable energy systems.Main topics include the following:• Analysis of the hydrogen market in Europe and APAC• The electrolyser technology and industry• Differences in hydrogen government support models between regions, focusing on Europe and APACSupport the show