Energy Unplugged by Aurora

In this episode of Energy Unplugged, we are delighted to welcome Chris Stark, Chief Executive of the Carbon Trust, discussing the UK’s climate targets with our Managing Director for the UK & Ireland and European Hydrogen, Dan Monzani. A world-renowned climate policy expert, Chris is the Chief Executive of The Carbon Trust, a global climate consultancy dedicated to accelerating the transition to a decarbonised future. In his previous role as Chief Executive of the UK’s Climate Change Committee, Chris led the independent advice to put the UK’s Net Zero target into law. He frequently speaks on the urgent need to confront climate change and is a Fellow of the Royal Society of Edinburgh and an Honorary Professor at the University of Glasgow. Main topics include the following: The ambitions of the UK’s Carbon Budgets and their achievability Whether climate targets are being scaled back because they are impossible to achieve or because of a lack of political will to deliver them The mission and role of the Carbon Trust Support the show

In this episode of Energy Unplugged, we are delighted to welcome Alice Delahunty, President of National Grid Electricity Transmission, in conversation with Rebecca McManus, Senior Associate and our Renewables Lead for the European Power Markets Research team. The discussion focuses on the importance of energy networks in the transition to Net-Zero in the UK and other European power markets. Alice is responsible for developing, building, maintaining, and operating the electricity transmission network in England and Wales, playing a critical role in enabling and delivering against the UK government’s Net-Zero commitments. Prior to this, she held a number of senior roles at E.ON, including Head of Operations for the offshore wind business. Main topics include the following: What are the challenges and opportunities for the UK and wider European energy networks as part of the energy transition? What is The Great Grid Upgrade and, specifically, what is its impact on offshore wind networks connection? How do we address the UK’s green skills gap and develop the future Net-Zero workforce? Support the show

In this episode of Energy Unplugged, we are delighted to welcome Nicole Yazon, AVP for Strategy and deputy lead for the Corporate Strategy team at Aboitiz Power, analysing the Philippine power market with our Managing Director for APAC & California, Hugo Batten, and our Market Lead for Wider Asia, Patrick Tan. At Aboitiz Power, Nicole works with the C-suite to shape portfolio strategy and advises senior leaders of the company’s subsidiaries on their business unit strategies. Previously, she worked in the downstream oil, chemicals, gas, and power sectors across Europe, Africa, and Asia, focusing on energy transition, utilities and energy management, and sustainability. Main topics include the following: Opportunities and challenges in the Philippine power market The role of gas and nuclear in the Philippines Reliability and cost of energy VS prioritising the decarbonisation of the Philippine power system Support the show

In this episode of Energy Unplugged, we are delighted to welcome Vibhu Kaushik, Senior Vice President & Global Head of Energy, and Susan Uthayakumar, Chief Energy & Sustainability Officer, both at Prologis, in conversation with our Global Research Director, Richard Howard. The focus of the discussion is on the sustainability and decarbonisation potential of the logistics real estate sector. Prologis is a global leader in the logistics real estate industry. As the world's largest owner and operator of logistics real estate, with over 1.2 billion square feet of warehouse space under management across 19 countries, it plays a significant role in helping customers decarbonise their operations. Prologis achieves this by providing renewable energy solutions through solar power, energy storage, EV charging infrastructure, and building electrification. In 2022, Prologis ranked #2 in USA for on-site solar power generation. Main topics include the following: What is the sustainability vision for the logistics real estate sector? What is the potential for deploying rooftop solar, and can its business model be enhanced by adding batteries? Which are the most attractive markets for decarbonising buildings, and why? Support the show

On this Energy Unplugged episode, we are pleased to welcome Johanna Schiele, Policy Officer at the EU Commission, DG CLIMA, discussing the results of the European Hydrogen Bank auction with Hanns Koenig, our Managing Director for Central Europe, and Emma Woodward, our European Hydrogen Market Lead. As a Policy Officer at the EU Commission, DG CLIMA, Johanna works on designing and implementing EU-wide auctions and new funding instruments at the EU Innovation Fund. Prior to joining the Commission, Johanna worked in the power sector and as a researcher on auctions and clean tech funding. She holds a BA from Oxford University and an MPA from Harvard University. Main topics include the following: What is the design of the European Hydrogen Bank’s auctions, and how does it compare to other support auctions across Europe? What are the outcomes of the European Hydrogen Bank auction, and how do they compare to other European auctions’ results? What are the main challenges for bidders when placing their bids in various auctions, and how can they be mitigated? Support the show

In this episode of Energy Unplugged, we are delighted to welcome Keith Anderson, Chief Executive of ScottishPower, discussing the deployment of renewables in the UK with our Global Research Director, Richard Howard. As the CEO of ScottishPower, Keith oversees all of the company's activities in the UK. Over the past twelve months, he has been a member of the No10 Business Council, the UK Government’s Investment Trade Advisory Group, and has been a COP26 Business Leader. Before joining ScottishPower, Keith held positions at major financial institutions, including The Royal Bank of Scotland and Standard Life, and worked as a management consultant with Ernst & Young. Key topics discussed in this episode include: Challenges around grid connections and curtailment in GB Locational pricing: is it helpful to provide this kind of incentive? The UK’s ambitious wind targets: are they deliverable? Support the show

Support the show

On this week’s Energy Unplugged episode, the Aurora team analyses grid modelling in APAC, both from a policy and investment perspective. Hugo Batten, our Managing Director for APAC, welcomes our colleagues Kento Yoshimura, Market Lead, Japan; Rowan von Spreckelsen, Head of New Markets, APAC; and James Ha, Research Lead, Australia to discuss the following: • Policy debates around locational price signals • Modelling debates around locational price signals, including its quality and reliability • Market responses to policy changes and grid issues Support the show

On this Energy Unplugged episode, we are pleased to welcome David Watson, CEO and Co-Founder of Ohme, discussing the future role of electric vehicles (EVs) and smart charging with Salman Khan, Principal at our Oxford Advisory team. David created Ohme with the aim of making it the world’s most trusted smart charging platform. Today, Ohme is the UK’s fastest growing smart charging company and the official charging provider for the Volkswagen Group in the UK and Ireland, Mercedes-Benz, Hyundai and Polestar in the UK. Prior to co-founding Ohme, David also co-founded Temporis Capital. Main topics include the following: • Market signals required for the successful deployment of smart chargers • Smart charging to serve the grid—GB energy market opportunities • Smart charging to serve the end-user—Retail Electricity Markets Support the show

On this Energy Unplugged episode we welcome Charlotte Johnson, Global Director of Markets, Kraken discussing flexible assets, their markets and, more specifically, batteries with Evangelos Gazis, our Head of Southeastern Europe. Being part of the Octopus Energy Group, Kraken is a cloud-based technology platform that uses machine learning and AI to control and optimize distributed energy resources such as batteries, EVs and heat pumps in response to real-time fluctuations in demand and supply from intermittent renewable generation. Charlotte is passionate about accelerating the journey to net zero and regularly publishes engaging thought leadership material to a wide range of industry stakeholders. Main topics include the following: Flexible energy assets: what are they and why do we need them? Market design and regulation for storage and batteries, and examples of successful policy support The role of software and AI in achieving an optimal dispatch Support the show

On this Energy Unplugged episode, we welcome Anna von Bremen, Partner and Head of Energy Innovation at Osborne Clarke, discussing the integration of storage systems with renewable energy sources with Thaddäus Kreisig, Project Leader in our Berlin Advisory team. As the Head of Energy Innovation at Osborne Clarke, Anna advises companies in the energy industry on regulatory and energy law issues and aspects of digitalisation in the energy sector. Additionally, she conducts complex regulatory litigation on behalf of her clients which range from energy producers, energy trading houses, industrial companies, and utilities. In 2023, she was included in the renowned JUVE list of "40 under 40", an accolade reserved for 40 leading lawyers across all sectors. Main topics include the following: Economics and policy of battery co-location for renewables projects in Germany Green and grey power, and the impact of their definitions on their respective business models Regulatory treatment of grid curtailment for co-located projects Support the show

In this episode of Energy Unplugged, we welcome Ruth Herbert, CEO of the Carbon Capture and Storage Association (CCSA), discussing Carbon Capture Utilisation and Storage (CCUS) with Caroline Still, Project Leader at our Advisory team in Oxford. Ruth has served as the CEO of the CCSA since 2021, following a two-decade career in the public sector. Notably, she played a pivotal role in establishing the Low Carbon Contracts Company, where she served as Director of Strategy & Development, overseeing the implementation of Contracts for Difference (CfD) and Capacity Market initiatives. Additionally, from 2008 to 2010, Ruth led the UK's negotiations of the EU Directive on CO2 storage and its international Carbon Capture and Storage (CCS) policy. Main topics include the following: The role of CCUS in various key sectors, including power and hydrogen CCS-related policy gaps and funding in the power and industrial sectors in the UK Globally, what are the hot spots for CCUS development and why? Support the show

On this episode of Energy Unplugged, we welcome Jeremy Bentham, Former Head of Shell Scenarios and Co-Chair at the World Energy Council, discussing the role of forecasts in the energy transition with our Head of Research for European Hydrogen and Global Energy Markets, Anise Ganbold. With over 40 years of profound experience in the energy industry, Jeremy Bentham holds notable positions including senior advisory roles in various international organisations and serves as a non-executive company director. He has also been a commissioner on the Energy Transitions Commission and the inaugural Chair of the European Commission’s Advisory Council on Hydrogen and Fuel Cells. Currently, Jeremy is a Senior Fellow with the Mission Possible Partnership and has recently launched his free fortnightly "Dodo Club Newsletter". Main topics include the following: • The combination of forecasting, with educational and influencing activities • The Two Degrees view • Tips to set successful strategies Support the show

On this episode of Energy Unplugged, we are delighted to welcome Andrew Doyle, Executive Director, MUFG, discussing hydrogen project financing with our European Hydrogen Market Lead, Emma Woodward. Andrew brings with him over 20 years of project finance experience, having joined MUFG in 2011. His expertise spans a wide range of projects, from large thermal power and renewables ventures across the UK and Europe, and Middle East as well as offshore transmission projects. Additionally, Andrew serves as a member of the Hydrogen Advisory Council and was seconded to the former UK Department of Energy and Climate Change in 2009. Main topics include the following: • Financing for both hydrogen production projects and transport & storage projects • The impact of supply chain constraints and higher cost environments on hydrogen projects • What are the countries at the forefront of hydrogen policy and why? Support the show

In this episode of Energy Unplugged, we discuss the changes, challenges, and future outlook of the hydrogen landscape. We are pleased to have Dr Sopna Sury, Chief Operating Officer Hydrogen, RWE Generation SE, join us in conversation with our Lead Expert for Hydrogen, Dilara Caglayan. Sopna is responsible for the group-wide coordination and expansion of RWE's hydrogen activities and, under her leadership, RWE has set a growth target of 2 GW electrolyser capacity by 2030, supported by a 10 GW project pipeline. Prior to RWE, she held positions at McKinsey & Company, E.ON and Uniper. Sopna holds a degree in Business Economics and a Doctorate from the University of Witten/Herdecke. Main topics include the following: • An outlook of the hydrogen space’s situation over recent years • The biggest challenges hindering hydrogen market rollout, from policy, regulation, and public support perspectives • Regional competitiveness within Europe, and the EU's Response to the Inflation Reduction Act (IRA) and Support Schemes Support the show

In this episode of Energy Unplugged, we discuss renewables and storage development in the US and Australian markets. We are delighted to welcome Declan Flanagan, Founder & CEO of Bluestar Energy Capital, in conversation with our Managing Director for APAC & California, Hugo Batten, and our Research Lead for US West, Kimberly Liu. Prior to founding and directing Bluestar Energy Capital, Declan served as EVP at Ørsted and CEO of Ørsted’s onshore renewables business. He was also the Founder & CEO of Lincoln Clean Energy (acquired by Ørsted in 2018). Declan has led over $10 billion in capital investment in global clean energy and holds an MBA from the Kellogg School of Management and a BSc from the University of Galway. Main topics include the following: • Consequences of rising financing costs and supply chain issues for renewables and storage • Structural opportunities in the WECC region • Grid issues in Australia and potential solutions Support the show

In this episode of Energy Unplugged, we discuss Long Duration Energy Storage (LDES) and explore how this space is gathering momentum as its pivotal role in supporting the Energy Transition becomes increasingly recognised. We are pleased to have Robert Todd, Managing Director at CIBC Capital Markets, join us in conversation with our Head of Research for the UK & Ireland, Marc Hedin. Robert joined CIBC three years ago to help expand their advisory platform activities globally, with recent experiences across offshore wind (floating & fixed), onshore wind, solar, energy storage (LDES and battery), hydrogen, and synfuels (e-methanol). Prior to CIBC, he held positions at HSBC and Barclays Capital. Main topics include the following: • LDES technologies and their new applications • The best markets to develop LDES • Financing and bankability of LDES projects Support the show

On this episode of Energy Unplugged, we are delighted to welcome Andy Bowman, Founder & CEO of Jupiter Power, discussing renewables in the US with our Managing Director for North America, Oliver Kerr. Over his 25-year career in renewables, Andy has had executive responsibility for more than 3,600 MW of wind and solar projects and 1,400 MWh of energy storage projects which are currently operational or under construction. Prior to founding and managing Jupiter Power, he was CEO and founder of Pioneer Green Energy, Chief Development Officer at E.On Climate & Renewables, SVP Development at Airtricity, and CEO and founder of Renewable Generation Inc. Notably, he is also the author of “The West Texas Power Plant That Saved the World.” Main topics include the following: The role of capital and infrastructure in both creating and combating climate change The role of the Inflation Reduction Act (IRA) and industrial policy in supporting domestic labour and manufacturing The US battery storage market Support the show

On this episode of Energy Unplugged, we are delighted to welcome Craig Francis, CEO of Genex Power, discussing renewables and storage development in the Australian market with our Managing Director for APAC and California, Hugo Batten, and our Research Lead for Australia, James Ha. Craig is an experienced leader with a career spanning over 15 years in financial markets as well as a deep knowledge of the energy sector. He joined Genex in 2017 to lead the commercial development of the Company’s portfolio, being appointed CFO in 2021, and CEO in 2023. Prior to Genex, Craig was part of the corporate finance team at Cantor Fitzgerald Europe in the UK, where he focused on advising clients in the energy and natural resources sectors. He also worked at RFC Ambrian and Helmsec Global Capital. Main topics include the following: • Pumped hydro in Australia and its economics • The renewable and storage development landscape in the National Electricity Market (NEM) • Policy and market frameworks in Australia Support the show

On this week’s Energy Unplugged episode, Ryan Alexander, our Research Lead for European Power Markets, welcomes our colleagues Eva Zimmermann, Associate and Lead for Flexible Energy and Guillermo Ríos, Research Analytics Associate, to disclose the main insights from our European Battery Markets Attractiveness Report. Europe is an immensely promising region for investment in batteries, driven by ambitious decarbonisation targets and projected exponential growth in renewables. Make the most of this booming market with the 3rd edition of the European Battery Markets Attractiveness Report releasing next week! This highly anticipated report provides insights on investment trends, policy environments, value drivers, and project economics, helping you conduct initial market scanning to identify the most attractive European markets for investment in batteries. Key topics include the following: Identifying the top three markets in Europe, the reasons behind their prominence, and Germany's standing in comparison. What were the main regulatory changes in Europe over the last year, and what do they mean for developers and investors? Battery economics, including the consequences of participating in auctions and the costs of supply chains issues. Support the show

This week on Energy Unplugged, Ralph Johnson, Head of UK Business Development, Habitat Energy discusses battery storage optimisation in GB and globally with our Global Software Solutions Director, Mateusz Wronski. Ralph is responsible for originating and managing Habitat Energy’s strategic partnerships in the UK. He is an expert in battery storage and brings over 15 years of experience working in the energy sector. Previously, Ralph held senior positions at Reactive Technologies and EDF, where he worked across supply-side, renewables, pricing, risk and financial modelling. Main topics include the following: • What is a good battery optimiser? • Strategies of battery asset owners • The future of the battery market: optimisers, asset owners, and market saturation & reforms Support the show

On this episode of Energy Unplugged, we are delighted to welcome Michael Terrell, Senior Director for Energy and Climate, Google, for a discussion with Oliver Kerr, our Head of North America, focusing on “the 24/7 goal”. Michael leads Google’s efforts to decarbonise its global operations and value chain. In his previous role as Global Director of Energy, he spearheaded the company’s commitment to operate on 24/7 carbon free energy by 2030. Additionally, Michael serves as Board Chair of the Clean Energy Buyers Alliance (CEBA), which he co-founded in 2018. Prior to joining Google, he served in the US government, including at the White House Council on Environmental Quality. Main topics include the following: • Power consumption of data centres and the role of machine learning and flexibility • What does the 24/7 goal mean and what are the pros and cons associated with making it achievable? • Insights into upcoming developments on the policy side of the energy landscape Support the show

In this episode of Energy Unplugged, James Johnston, CEO & Co-Founder of Piclo, engages in a discussion with Matteo Coriglioni, our Head of Italy, and Eva Zimmermann, Associate at Aurora. Together, they delve into the roles that flexibility and the deployment of new flexible technologies play as two of the key enabling factors for the energy transition. James, who initiated his career with three years of microgrid research at the University of Strathclyde, co-founded Solar Sketch in 2009—a design company for the solar industry. He also gained experience at the international engineering firm Arup. In 2013, James co-founded Piclo, the leading marketplace for flexibility services. The platform has been steadily expanding its presence across the UK, Europe, and the USA. James is recognised as a sought-after expert and published author, contributing chapters to academic books on peer-to-peer energy and local flexibility trading. Main topics include the following: •Why are flexibility and flexibility analysis crucial right now? •Are grid constraints more of an opportunity or of a bottleneck for flexibility assets development? •How are Transmission System Operators (TSOs) and Distribution System Operators (DSOs) coordinating, and how can they improve their level of coordination? Support the show

In this episode of Energy Unplugged, Pascale Courcelle, Director of Real Estate and Energy Environment Financing at Bpifrance, engages in a discussion with our Head of France, Pierre Denery, and our Co-Head of Advisory for Central Europe, Thekla von Bülow. The conversation focuses on the Renewable Electricity Guarantee Fund (GER), a guarantee fund for Power Purchase Agreements (PPAs) launched in France in September 2023. Pascale began her career as a business manager in Brittany and later joined the credit committee of the bank’s head office, specialising in property financing for companies in the Ile de France region. When Bpi was established in 2012, she had already joined the renewable energy project financing team, eventually being appointed Director of Real Estate and Energy Environment Financing in 2017. Additionally, she serves as the Vice-president of the Financial Lease Commission (ASF) and is behind the creation of the GER. Main topics include the following: • Which parties can benefit from the GER and what criteria are used to assess which producers and projects should receive funding? • How is the PPA price calculated, and what proportion of it is covered by the GER? • How does the GER compare with other PPA funds already established in European countries like Spain and Norway? Support the show

In this episode of Energy Unplugged, Gunter Erfurt, CEO, Meyer Burger engages in a discussion with Hanns Koenig, our Managing Director for Central Europe, with focus on the European solar industry. Before becoming the CEO of Meyer Burger, Gunter held the position of both Chief Operating Officer and Chief Technology Officer, as well as managerial positions in other companies in the solar industry. He holds a Diploma in Engineering Physics from the University of Applied Sciences Zwickau, and Degree in Physics and a PhD in Physics, both from the Technical University Bergakademie Freiberg. Main topics include the following: • Dependence of Europe’s solar industry on imports, and how is China dominating • Subsidies for solar in China • Renewables manufacturing reshoring in Europe, compared to other countries such as China, India, or the US Support the show

In this Energy Unplugged episode, Dalia Majumder-Russell, Partner at CMS, engages in a discussion with Emma Woodward, our European Hydrogen Market Lead, focusing on key announcements made recently, that will drive forward the development of a hydrogen economy. Particularly, focusing on the recent announcements made by the Department of Net Zero & Energy Security (DESNZ). Dalia is a partner in CMS’s Energy team in London, with over 10 years’ experience advising a wide range investors, developers, utilities, lenders and governments on energy projects and infrastructure, including negotiating gas and hydrogen offtake agreements and advising on carbon capture usage and storage (CCUS) projects in the UK and internationally. Dalia is also a member of a number of expert groups focused on developing hydrogen policies. Main topics include the following: • Recent hydrogen auctions in GB & Denmark • European policy support for hydrogen investment • Hydrogen transport & storage business models in GB and in comparison to other countries Support the show

This week on Energy Unplugged, Igor Fonseca, Head of Power, Santander Brazil Project Finance discusses project finance in Brazil’s power sector with our Founder & CEO, John Feddersen. Over the past 11 years, Igor has worked within Santander’s Project Finance team following his positions at HSBC and Credit Agricole. At Santander, Igor has been covering the Power sector, executing and arranging several financial advisory mandates. This has amounted to investments over USD 10 billion and a total installed capacity over 20 GW, including large hydros, gas-fired thermal power plants, wind farms, small hydros, photovoltaic and concentrated solar power plants in Brazil. Main topics include the following: • Project finance in Brazil • The impact of the shift to the free market and the green transition plan on project financing and investment in Brazil • Key risks for Brazilian power projects Support the show

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 Transition Support the show

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

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 UK Support the show

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 offtakers Support the show

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 future Support the show

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 reliability Support the show

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 electrostates Support the show

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 buildings Support the show

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

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 APAC Support the show

In this episode, we focus on the Philippines’ energy system. We’re delighted to be joined by Monalisa C. Dimalanta, Chairperson & CEO of the Energy Regulatory Commission (ERC), Philippines and John Feddersen, our Founder & CEO, in conversation with Hugo Batten, our Managing Director for APAC & California. As well as being Chairperson of the ERC, Philippines, Monalisa is a professor at Ateneo de Manila Law School. Prior to this, she was a partner at PJS Law, and also Chief of Legal & Compliance Officer at AboitizPower. Main topics include the following: • An outlook of the Philippines energy system • Main obstacles for renewable deployment in the Philippines • Key challenges in the Philippines regulation Support the show

2024, Oxford Graduate Modelling Programme Explained by Aurora Energy ResearchSupport the show

2024, Oxford Graduate Analyst Programme Explained by Aurora Energy ResearchSupport the show

Marise Westbroek, Project Leader at Aurora, joins two of Aurora's Graduate Analysts, Anne Geschke and Luciano Serconek Fuso, in this special careers podcast episode 'Berlin Graduate Analyst Programme Explained'.Listen to find out more about our Analysts’ first-hand experience with the application process and onboarding, their typical day at work, and any advice they might have for those considering applying to Aurora's Berlin Graduate Analyst Programme.To find out more, apply or join our grad mailing list please visit auroraer.com/grads!Support the show

2023, Austin Graduate Analyst Programme Explained by Aurora Energy ResearchSupport the show

In this Energy Unplugged episode, we discuss what's next for the Future System Operator (FSO) and other hot topics in the UK ahead of the winter season. We’re pleased to be joined by Fintan Slye, Director of the Electricity System Operator (ESO) and Chair of the Board, in conversation with our Managing Director for UK & Ireland, Dan Monzani. Fintan joined the ESO in 2018, following from his position as the CEO of the EirGrid Group, the electricity system and market operator in Ireland and Northern Ireland. Prior to leading the EirGrid Group, he worked for McKinsey & Company and the ESB Group. He is both a Fellow of the Institute of Engineers Ireland and, the Energy Institute, holding a Masters in Engineering Science and an MBA from University College Dublin. Main topics include: • The future of the FSO and how it will be affected by the new Energy Bill • Security of supply and flexibility demand in regard to winter peaks • Connections and accelerating network delivery • Dealing with increasing imbalances—the role of Locational Marginal Pricing Support the show

On this week’s Energy Unplugged episode, the discussion revolves around Japan’s energy markets. We welcome Naoaki “Nick” Eguchi, Partner at Baker McKenzie and and Co-head of the firm's Renewable and Clean Energy Group in Tokyo, in conversation with our Head of Advisory in Japan, Hayato Ono, and our Managing Director in APAC and California, Hugo Batten. Nick focuses his practice on project finance and renewable energy (solar, wind, biomass, geothermal and hydroelectric) and has worked on a lot of the major transactions that have occurred in Japan, as well as authoring a lot of academic articles, most recently as a co-author of the “Offshore Wind Finance Guide Book”. Main topics include: • Changes in Japan’s energy market related to market design & policy, generation mix and various players • Technologies and investment cases, including batteries, offshore wind and hydrogen • Market dynamics and successful business models Support the show

In this Energy Unplugged episode we look at the big picture scenarios for the decarbonisation of the global economy. We’re delighted to be joined by Eirik Wærness, Senior Vice President and Chief Economist at Equinor, and Anise Ganbold, our Head of Research, Global Energy Markets and Hydrogen, in a conversation with our Global Research Director, Richard Howard. Joining Equinor in 2003 under it’s previous name Statoil, Eirik leads the group’s energy market policy and macroeconomics analysis, and in his role, he has been responsible for no less than 12 editions of the group’s Energy Perspectives scenario analysis. Main topics include: • What is required to limit global warming to 1.5 or 2 degrees? • Steps that both the energy system and economy need to take in order to hit this target • How to effectively utilise scenario analysis to tackle the above? Support the show

In this episode, we focus on Net Zero Australia, Net-Zero America, and the differences between the two countries. We’re delighted to be joined today by two guests: Chris Greig, Senior Research Scientist in the Andlinger Center for Energy and the Environment at Princeton University, and Richard Bolt, Principal at Nous Group and Chair of Hydro Tasmania, in a conversation with Hugo Batten, our Managing Director for APAC & California, Julia Hoos, our Head of USA East, and James Ha, our Research Lead for Australia. Both of our guests have had illustrious careers spanning public and private sectors, but what’s brought them here today is their recent collaboration on an ambitious modelling project called Net Zero Australia, which offers granular insights into what it will take to decarbonise the economy by 2050, and builds on the Net-Zero America report published in 2021. Main topics include: • The main findings of the two reports including the consistent themes that have been seen in the models for both countries • The use of models, and what are some of the reservations to relying on them looking forward • Investment opportunities and the Public Sector’s role in the decarbonisation process to achieve net zero • Comparisons between Australia and the US given the above context, and the role and potential of the various energy resources Support the show

On this week’s Energy Unplugged episode, we welcome Luis Pita, General Manager, Brazil, Atlas Renewable Energy, in a conversation with our Founder & CEO, John Feddersen, that focuses on the current situation and future plans for the energy market in Brazil. Before joining Atlas Renewable Energy, Luis worked at SunEdison (now Fenice Energy) for four years as GM for Brazil. Prior to that time, Luis accumulated over 20 years experience in executive roles across multiple continents, mainly in logistics, media production and retail. Luis was one of the founders of Brazil’s Solar Energy Association, and has been a Board Member since its inception. Main topics include: • Hydro driven prices and investing in renewables in Brazil • Brazil’s network building – situation and challenges for investors and developers in the context of transmission auctions • Brazil’s shift to the free market: what does it mean for consumers, investors and developers? • The green transition plan in Brazil Support the show

This episode of Energy Unplugged is fourth in a series on global project finance, organised in partnership with SMBC Group. Covering Europe, Australia, Asia, and the US, this series hosts guests from SMBC Group, various law firms, and Aurora energy experts. Focusing on project finance in the US, we’re delighted to welcome Carl Morales, Managing Director and Group Head for the North American Power Project Finance Group at SMBC Group, Ron Erlichman, Partner and Co-Head of Energy & Infrastructure in the Americas, New York at Linklaters, and our Head of North America, Oliver Kerr, in conversation with our Head of USA East, Julia Hoos. Main topics include the following: · An overall look at the project finance space across the US during the last year · The Inflation Reduction Act (IRA), tax equity system, and how they impact the individual attractiveness of the US markets · Risks, including financial, merchant, technological, and policy, that lenders may face · The future of hydrogen technologies in the US Support the show

On this week’s Energy Unplugged episode, we deep dive in the importance of energy networks for investment decisions and the operation of the system to build Net Zero power systems. We’re happy to welcome our colleagues Alexandra Houston, Senior Associate and Ashutosh Padelkar, Research Associate in a conversation with our Managing Director for UK & Ireland, Dan Monzani. Alexandra is a Senior Associate in our GB Advisory team, where she has led a variety of work related to networks including for battery developers, long duration storage, renewables and locational marginal pricing. Ashutosh leads our Renewables service for the GB market and is also responsible for our Subscription Analytics offerings for corporate PPAs in GB and analysis of proposed policy and regulatory changes. Main topics include the following: • How Aurora expects networks and congestion to evolve in GB and what does this evolution mean for investment cases • The role of hydrogen and how it might interact with the various constrains of the network • What kinds of analysis and tools Aurora offers on this topic Support the show

In this episode, we’re delighted to welcome Hitomi Komachi, Partner in Allen & Overy’s Tokyo office in a conversation with our Head of New Markets in APAC, Rowan von Spreckelsen and our Head of Advisory in Japan, Hayato Ono. The focus is on Japan’s recently unveiled green subsidy program, the draft Green Transformation Act published in February and passed into law in May by the Japanese Parliament. Hitomi is an English law qualified lawyer with extensive experience in clean energy projects and the broader energy transition field. Hitomi is an expert in the international legal landscape and government policies impacting key Japanese and international industry players. Main topics include: •An overview of Japan’s Green Transformation Act and its importance •The technologies the act is trying to incentivise and the mechanisms used •Japan’s Green Transformation Act vs. the US’ Inflation Reduction Act (IRA) •The “Supply Chain Subsidy” aimed for producers of hydrogen and ammonia Support the show