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Unlocking The Energy Trilemma

Unlocking The Energy Trilemma

By: Jose A. Martinez + Ravi Krishnan
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About this listen

Sustainability, Affordability, and Security of Energy cannot be thought of independently. Unlocking this Energy Trilemma will be key to ensuring a fair & just Energy Transition, that ensures no recession, and addresses realistically the transformation of the power industry. In the podcast, you will listen to open conversations with senior executives and industry experts about 1, 2, or even 3 of the poles of the Trilemma. Jose A. Martinez "JAM" and Ravi Krishnan are seasoned professionals with knowledge and connections in the Global Energy MarketJose A. Martinez + Ravi Krishnan Economics
Episodes
  • 019 - Electromobility at a Crossroads [audio]
    Jul 10 2025

    Mats Larsson, founder of the Global Energy Transformation Institute, discusses the staggering scale of transformation required for a full shift to electromobility.

    He warns that electrifying all vehicles in Europe would require nearly half of the continent's current annual electricity production.

    The conversation explores the systemic changes needed in regulation, grid expansion, and workforce training to support a resilient and sustainable transport system.

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    17 mins
  • 018 - Cheap Money for Renewables is Over [audio]
    Jun 1 2025

    Heiko Ludwig shares firsthand insights from the structured finance trenches, revealing how macroeconomic volatility, inflation, and interest rate hikes are reshaping how banks assess and price risk for energy infrastructure.

    He explains that project finance is under pressure, especially in renewables, due to shorter PPAs, cannibalisation risks, and unpredictable regulatory environments.

    The discussion delves into how geopolitical tensions, commodity prices, and policy shifts impact both greenfield and refinancing deals.

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    21 mins
  • 017 - When the Grid Breaks [audio]
    May 16 2025

    When the grid breaks, the impact is brutal and instant. Our latest podcast episode explores the crucial role of grid inertia in energy stability. ⚡️ After the blackout in Spain, we dive into why monitoring and controlling inertia is now a must. 🎧 Listen now to uncover insights every energy professional should know.

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    19 mins

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