Energy Unplugged by Aurora

Aurora Energy Research

Welcome to ‘Energy Unplugged by Aurora’, a mix of in-depth conversations with key international industry leaders, policymakers, and academics, sharing their unique perspectives on the global energy transition. Hosted by various Aurora experts, we explore the hottest topics and trends across the energy landscape. From renewables, battery storage, and grid integration, to hydrogen, commodity markets, and technology innovation, our high-profile guests weigh in with their valuable insights. Stay informed and engaged with the latest developments in the energy industry, with a new episode released every week!

  1. 5d ago

    What Happens When a Market Moves Fast? EP. 305

    This week on Energy Unplugged, Laura Picardo, Aurora Energy Research's Advisory Lead for Mexico, is joined by William Judd, Manager – Origination & Execution, LatAm at Cubico Sustainable Investments.  After years of limited renewable deployment, Mexico's energy transition is moving again.  New investment mechanisms, major regulatory reforms, and ambitious deployment targets are creating fresh momentum in one of Latin America's most important power markets. But this isn't simply a return to business as usual. Mexico is attempting to accelerate renewable deployment while integrating battery storage from the outset and building new partnerships between private developers and the state-owned utility, CFE.  Drawing on Cubico's decade-long experience in the country, William discusses the market's resurgence, the opportunities created by the new mixed-investment model, and the realities of delivering large-scale renewable and storage projects on compressed timelines.  The conversation also explores what Mexico can learn from markets like Chile and Uruguay, and whether the country can combine political ambition, private capital and strategic planning to deliver its next wave of clean energy growth.  Main topics include:  Why Mexico's renewable sector is entering a new phase of growth  The rise of long-term partnerships between CFE and private developers  How battery storage is being integrated into renewable projects from day one  The key opportunities and challenges facing Mexico's next energy boom

  2. 5d ago ·  Video

    What Happens When a Market Moves Fast? EP. 305 - Video Edition

    This week on Energy Unplugged, Laura Picardo, Aurora Energy Research's Advisory Lead for Mexico, is joined by William Judd, Manager – Origination & Execution, LatAm at Cubico Sustainable Investments.  After years of limited renewable deployment, Mexico's energy transition is moving again.  New investment mechanisms, major regulatory reforms, and ambitious deployment targets are creating fresh momentum in one of Latin America's most important power markets. But this isn't simply a return to business as usual. Mexico is attempting to accelerate renewable deployment while integrating battery storage from the outset and building new partnerships between private developers and the state-owned utility, CFE.  Drawing on Cubico's decade-long experience in the country, William discusses the market's resurgence, the opportunities created by the new mixed-investment model, and the realities of delivering large-scale renewable and storage projects on compressed timelines.  The conversation also explores what Mexico can learn from markets like Chile and Uruguay, and whether the country can combine political ambition, private capital and strategic planning to deliver its next wave of clean energy growth.  Main topics include:  Why Mexico's renewable sector is entering a new phase of growth  The rise of long-term partnerships between CFE and private developers  How battery storage is being integrated into renewable projects from day one  The key opportunities and challenges facing Mexico's next energy boom

  3. Sep 1

    From Power Crisis to Power Market EP.304

    This week on Energy Unplugged, Caroline Still, Aurora Energy Research's Market Lead for South Africa, is joined by Jan Fourie, CEO of Mulilo.  Just a few years ago, South Africa's priority was clear: end load shedding. Today, the challenge looks very different.  As private investment accelerates and the South African Wholesale Electricity Market (SAWEM) begins to take shape, the industry is shifting its focus from simply adding megawatts to building a power system that can deliver reliable, affordable electricity over the long term.  Drawing on a front-row seat to South Africa's rapidly evolving power sector, Jan discusses why transmission has emerged as the industry's biggest bottleneck, how batteries are changing the economics of renewable energy, and why flexibility could become one of the most valuable commodities in the country's future electricity market.  The conversation also explores the role of patient capital, the evolution of power procurement, and whether South Africa has the opportunity to do something few countries have managed successfully: build a competitive electricity market while simultaneously transforming its generation fleet.  Main topics include:  South Africa's transition from energy crisis to market reform  Why transmission, storage and flexibility are becoming critical to the next phase of growth  The role of batteries, curtailment and market signals in a changing power system  How SAWEM could reshape investment, competition and electricity pricing in South Africa

  4. Aug 25

    China's Renewable Boom Enters Its Hardest Phase EP. 303

    This week on Energy Unplugged, Lara Panjkov, Aurora Energy Research's Head of Research for APAC, and Zelin Chen, Aurora's Market and Research Lead for China, are joined by Anders Hove, Senior Research Fellow at the Oxford Institute for Energy Studies.  For years, the story of China's energy transition was one of scale: more solar, more wind, more batteries, more transmission.  Now the challenge is changing.  As renewable generation surges and power demand continues to grow, China's focus is shifting from building clean energy capacity to integrating it. That transition is exposing new questions around market design, system flexibility, provincial decision-making and the role of coal, gas and storage in an increasingly renewable power system.  Drawing on more than a decade of experience studying China's energy sector, Anders reflects on China's rise from low-cost manufacturer to global clean energy leader and explains why the country's power sector has entered what he describes as its "messy midgame".  The conversation explores the latest Five-Year Plan, the evolution of renewable support mechanisms, the growing importance of flexibility, and whether China's biggest challenge is no longer building infrastructure, but using it more effectively.  Main topics include:  China's rise from clean energy follower to clean energy leader  Why integrating renewables is becoming harder than building them  The push and pull between central planning, provincial governments and market reform  Whether flexibility, not infrastructure, will determine the success of China's energy transition

  5. Aug 18

    Why Higher Interest Rates May Be Good for Clean Energy EP. 302

    This week on Energy Unplugged, Oliver Kerr, Aurora Energy Research's Managing Director for North America, is joined by Declan Flanagan, CEO of Blue Star Energy Capital.  For much of the past decade, renewable energy development was shaped by abundant capital, falling technology costs, and ever-growing pipelines. Today, the industry is operating in a very different environment.  Demand growth is back, driven in part by AI and data centres. Project costs are rising. Capital is more expensive. And developers are being forced to rethink some of the assumptions that defined the industry's last growth cycle.  Drawing on more than two decades of experience building renewable energy businesses, Declan shares his perspective on where capital is flowing, why the US remains the standout market for renewables, and how project development is evolving as the sector matures.  The conversation also explores the realities of greenfield development, the growing importance of execution and transmission infrastructure, and why Declan believes higher interest rates and a gradual move away from tax credits could ultimately be healthy for the energy transition.  Main topics include:  How renewable energy development has evolved over the past 20 years  AI, data centres and the return of electricity demand growth  Capital discipline, rising project costs and changing market dynamics  Why execution may become the industry's greatest competitive advantage

  6. Aug 4

    When Success Becomes the Challenge EP. 300

    As we celebrate a milestone 300 episodes of Energy Unplugged, Richard Howard, Aurora Energy Research's Global Research Director, is joined by Aurora's regional Managing Directors from around the world to explore a defining question for the energy transition: what happens after the first phase of success?     For much of the past decade, the challenge was clear: deploy clean technologies at scale. Wind and solar needed to become cheaper. Investment needed to accelerate. Policymakers needed to create the right incentives. While significant work remains, that first phase has delivered enormous progress.    The next phase may prove more difficult. The challenge is no longer simply building clean generation but adapting the systems around it. As renewable capacity continues to grow, grids are becoming congested, curtailment is rising, market designs are being tested, and new sources of demand are emerging. The energy transition's greatest challenge today may be managing the consequences of its own success.    Drawing on perspectives from Europe, North America, Latin America, Asia-Pacific and Africa, this special episode examines whether power systems, markets and policymakers can keep pace with the technologies driving the transition forward.    Taken together, these conversations suggest that the energy transition is entering a more complex and consequential phase. The first challenge was deploying clean technologies at scale. The next is integrating them into power systems that were never designed for a high-renewable world. From grid expansion and market reform to flexibility, storage and AI-driven demand, the coming decade will be defined not by whether the transition can grow, but by whether the system around it can keep up.    You will learn about:  How the energy transition is progressing across different regions of the world.  Why renewable success is increasingly creating challenges around grids, markets, and investment.  How batteries, flexibility, and electrification are reshaping power systems.  What different regions can learn from one another's experiences.  What needs to happen between now and 2035 to keep the transition on track.

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About

Welcome to ‘Energy Unplugged by Aurora’, a mix of in-depth conversations with key international industry leaders, policymakers, and academics, sharing their unique perspectives on the global energy transition. Hosted by various Aurora experts, we explore the hottest topics and trends across the energy landscape. From renewables, battery storage, and grid integration, to hydrogen, commodity markets, and technology innovation, our high-profile guests weigh in with their valuable insights. Stay informed and engaged with the latest developments in the energy industry, with a new episode released every week!

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