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#TSEP 226 Built to Last: Business Resilience in the Renewables Industry
Manage episode 494935731 series 2951090
Content provided by The smarter E. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The smarter E or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
It’s not for the faint of heart: succeeding as a manufacturer in the fiercely competitive solar and energy storage industries. So, why do some companies thrive, while others fail?
As relatively young industries, clean energy markets offer rapid opportunities – but they can disappear just as quickly. The solar industry, in particular, has seen a long list of manufacturers rise and fall amid shifting market forces and policy landscapes.
Today, with solar nearing maturity and battery storage following close behind, there’s renewed optimism. Greater policy stability, growing investor confidence, and economies of scale could pave the way for a more resilient and diverse manufacturing ecosystem.
How this plays out will vary across regions – making it all the more important to examine what’s working, what’s not, and what lessons we can take forward.
Jonathan Gifford discusses in this podcast with Ivan Saha, Sebastian Gatz, and Josefin Berg, why the competition in the solar industry and energy storage market is so challenging.
About the Speakers
Ivan Saha is the CEO of Renewable Manufacturing at Reliance Infrastructure (Rinfra). Before this, he worked at the Indian solar manufacturer Vikram Solar for nearly a decade, serving as both CTO and CEO.
Sebastian Gatz is the Vice President, Renewable Energies & Strategic Partnerships at Von Ardenne. Before joining Von Ardenne, Gatz had diverse experience with production equipment suppliers, including Meyer Burger and Manz.
Josefin Berg is a Research & Analysis Manager for Solar & Energy Storage at S&P Global Commodity Insights. She has worked in solar and storage analysis at IHS Markit, which was then acquired by S&P, for approximately 15 years.
About the Companies
Reliance Infrastructure Reliance Infrastructure is a part of the Reliance Group. It is in the business of providing Engineering and Construction (E&C) services for power, roads, metro rail and other infrastructure sectors. The company is a leading Indian utility, having presence across the value chain of energy businesses.
Von Ardenne is a technology company specializing in the development and production of vacuum coating systems and processes. Based in Dresden, Germany, it is a world market leader in large-scale architectural glass coating and thin-film photovoltaics.
S&P Global Commodity Insights is a leading independent provider of information, benchmark prices, and analytics for the energy and commodities markets. It's a division of S&P Global, a global provider of financial information and analytics. The company offers insights, data, and price assessments for various commodities, including oil, gas, power, petrochemicals, metals, agriculture, and shipping
201 episodes
Share
Manage episode 494935731 series 2951090
Content provided by The smarter E. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The smarter E or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
It’s not for the faint of heart: succeeding as a manufacturer in the fiercely competitive solar and energy storage industries. So, why do some companies thrive, while others fail?
As relatively young industries, clean energy markets offer rapid opportunities – but they can disappear just as quickly. The solar industry, in particular, has seen a long list of manufacturers rise and fall amid shifting market forces and policy landscapes.
Today, with solar nearing maturity and battery storage following close behind, there’s renewed optimism. Greater policy stability, growing investor confidence, and economies of scale could pave the way for a more resilient and diverse manufacturing ecosystem.
How this plays out will vary across regions – making it all the more important to examine what’s working, what’s not, and what lessons we can take forward.
Jonathan Gifford discusses in this podcast with Ivan Saha, Sebastian Gatz, and Josefin Berg, why the competition in the solar industry and energy storage market is so challenging.
About the Speakers
Ivan Saha is the CEO of Renewable Manufacturing at Reliance Infrastructure (Rinfra). Before this, he worked at the Indian solar manufacturer Vikram Solar for nearly a decade, serving as both CTO and CEO.
Sebastian Gatz is the Vice President, Renewable Energies & Strategic Partnerships at Von Ardenne. Before joining Von Ardenne, Gatz had diverse experience with production equipment suppliers, including Meyer Burger and Manz.
Josefin Berg is a Research & Analysis Manager for Solar & Energy Storage at S&P Global Commodity Insights. She has worked in solar and storage analysis at IHS Markit, which was then acquired by S&P, for approximately 15 years.
About the Companies
Reliance Infrastructure Reliance Infrastructure is a part of the Reliance Group. It is in the business of providing Engineering and Construction (E&C) services for power, roads, metro rail and other infrastructure sectors. The company is a leading Indian utility, having presence across the value chain of energy businesses.
Von Ardenne is a technology company specializing in the development and production of vacuum coating systems and processes. Based in Dresden, Germany, it is a world market leader in large-scale architectural glass coating and thin-film photovoltaics.
S&P Global Commodity Insights is a leading independent provider of information, benchmark prices, and analytics for the energy and commodities markets. It's a division of S&P Global, a global provider of financial information and analytics. The company offers insights, data, and price assessments for various commodities, including oil, gas, power, petrochemicals, metals, agriculture, and shipping
201 episodes
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Similar to The smarter E Podcast
Africa-focused technology, digital and innovation ecosystem insight and commentary.
…
continue reading
The power of Data is undeniable. And unharnessed - it’s nothing but chaos. Making data your ally. Using it to lead with confidence and clarity. Host Jess Carter is solving problems in real-time to reveal what’s possible. Helping communities and people thrive. This is Data Driven Leadership, a show brought to you by Resultant.
…
continue reading
Show notes are at https://stevelitchfield.com/sshow/chat.html
…
continue reading
Flash Forward is a show about possible (and not so possible) future scenarios. What would the warranty on a sex robot look like? How would diplomacy work if we couldn’t lie? Could there ever be a fecal transplant black market? (Complicated, it wouldn’t, and yes, respectively, in case you’re curious.) Hosted and produced by award winning science journalist Rose Eveleth, each episode combines audio drama and journalism to go deep on potential tomorrows, and uncovers what those futures might re ...
…
continue reading
Hanselminutes is Fresh Air for Developers. A weekly commute-time podcast that promotes fresh technology and fresh voices. Talk and Tech for Developers, Life-long Learners, and Technologists.
…
continue reading
The director’s commentary track for Daring Fireball. Long digressions on Apple, technology, design, movies, and more.
…
continue reading
The American healthcare system is one of the most innovative in the world. But it’s also riddled with complex challenges, such as access to affordable medications, inefficiency and administrative burdens, and communication barriers between providers. There’s clearly a better way—and at Surescripts, we have a unique sightline into what that may be. In this series, host Melanie Marcus, Chief Marketing Officer of Surescripts, sits down with today’s most inspiring and innovative leaders in healt ...
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continue reading
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