A new era in nuclear technology A series of recent Small Modular Reactor (SMR) agreements by tech companies have sparked […] The post SMRs and data centers: The race for sustainable power solutions appeared first on Fuld & Co ..read more

The Internet is full of articles about the challenges VW faces following their announcement to scrap their labor agreement that […] The post VW and Groundhog Day appeared first on Fuld & Co ..read more

BP has embarked on a strategic realignment, reevaluating its renewable energy investments under new leadership, following in Shell’s footsteps. Former […] The post BP reshapes its renewable energy strategy appeared first on Fuld & Co ..read more

The dynamics of disruption… and the passenger car market  Are there dynamics in the passenger car market that could cause a massive, near overnight switch to EV (electric vehicles) from traditional ICE (internal combustion engine) technologies? If so, traditional passenger car manufacturers need to acknowledge that this is a scenario they cannot ignore otherwise their whole existence is under imminent threat. The Innovator’s Dilemma Prof. Clay Christensen set out the basic dynamics of disruption nearly 40 years ago in his groundbreaking book “The Innovator’s Dilemma”. He explained that, a ..read more

In the final years of the twentieth century, the energy sector witnessed some of the most remarkable business deals, including the mergers of industry giants Exxon and Mobil, and Castrol and Amoco. These colossal transactions were followed by Royal Dutch Shell’s acquisition of BG Group in 2016 and Occidental’s takeover of Anadarko in 2019. Given the perceived shift away from fossil fuels due to climate change concerns, many believed the golden era of oil and gas consolidation had long ended. Yet, recent developments have challenged this widely held notion. In 2023, the industry again underwent ..read more

Tesla Energy is keeping to its word and has broken ground for its second Megafactory in eastern Shanghai, China, ramping up Tesla’s impact on renewable energy markets. This facility is specifically designed for manufacturing grid-level Megapacks, boasting an initial capacity of 10,000 units a year or 40 GW-hours of energy storage. With the increase in Tesla’s Megapack deliveries, it is anticipated that the new factory will be operational in Q1 2025, effectively meeting the growing demand for Tesla’s massive storage systems. This expansion will increase the company’s total Megapack manufacturin ..read more

Nilesh Sharma has just returned from this year’s DealMAX conference, held in Las Vegas and organized by the Association for Corporate Growth (ACG). This three-day gathering brought together over 3,000 private equity professionals and investment bankers within the middle market community. The event was an opportunity for exchanging ideas, fostering dealmaking opportunities, and networking. The conference also included a program featuring high-level speakers from leading investment firms and consultancies including JP Morgan, Oaktree Capital, Churchill Asset Management and Paladin, who shared in ..read more

With the recent publication of Shell’s  is Shell replacing hydrogen with LNG (liquified natural gas) in its drive towards net-zero? In 2022, Shell said “Hydrogen can play a crucial role in helping the world reach net-zero emissions” and emphasized that they already had more than fifty H2 retail sites in Europe and the USA. Two years later, its Energy Transition Strategy 20241 scarcely mentions hydrogen as it outlines its revised energy transition plans to evolve into a net-zero emissions energy business. Where hydrogen is mentioned, it implies that Shell doesn’t consider it to be a key re ..read more

The rise of AI presents a significant opportunity to revolutionize how we approach thought leadership. In this article, I’ll share three ways AI can be leveraged to personalize thought leadership, to build a stronger connection with your target audience. Data-driven ideation AI enables businesses to collect and analyze vast amounts of data from various sources such as social media, blogs, and surveys to gain insights into audience preferences, pain points, and perceptions. By utilizing natural language processing (NLP) algorithms and social media listening tools like BrandWatch or Talkwalker ..read more

Last week, Shell made a move that looked very much like a major nail in the coffin of the hydrogen passenger car market. In October 2023, Shell quietly shut down its three UK hydrogen filling stations for passenger cars.  Following this, last week, it did the same in California.  Originally planning to establish 48 stations across the state, Shell scrapped these plans last year and announced the closure of all five passenger car stations, while maintaining its three heavy-duty hydrogen stations as part of the $150 million ZANZEFF (Zero and Near Zero-Emission Freight Facilities) proje ..read more