The smarter E Podcast

Despite claims that the energy transition is losing momentum, solar and battery deployment continues to run ahead of forecasts – profoundly impacting electricity markets and the wider global energy system.

Recorded at The smarter E Europe 2026 in Munich, host Jonathan Gifford is joined by Jarand Rystad, founder and CEO of energy analysts Rystad Energy, to examine where the transition stands today. Rystad explains why solar has consistently outpaced forecasts and how mass production, aggressive cost reduction, and rapid battery-technology deployment are driving continued expansion.

But alongside the upside, the conversation turns to one of solar's biggest challenges: falling capture prices as abundant midday PV generation pushes down the value of electricity during daylight hours. Rystad argues that accelerating battery deployment is helping to address this imbalance, shifting excess generation, and ultimately making space for even more renewables.

The conversation also explores how storage business models are evolving, the prospects for European solar manufacturing and next-generation perovskite technologies, and whether energy-security concerns could further accelerate the electrification of transportation.

Together, these trends point to solar and batteries increasingly working in tandem to create a cheaper, flexible, and electrified energy system.

✉️ Questions or feedback? Write to us at podcast@thesmartere.com

An increasing number of solar marketplaces have entered a new phase – one where achieving strong, ongoing installation rates depends heavily on system flexibility. Recorded live at The smarter E Europe 2026 in Munich, this episode of pod brings together two conversations that examine how solar marketplaces are changing in the face of this new reality, which includes falling capture prices and the rapid rise of battery energy storage.

Host Jonathan Gifford is first joined by Edurne Zoco, Executive Director of Clean Technologies and Supply Chain at S&P Global, for a wide-ranging look at the major trends in global solar in 2026. Zoco explains why a temporary slowdown in installations masks a future continued growth trajectory, how batteries are becoming indispensable as solar penetration increases, and why the distributed market segment is gaining momentum across Europe.

The episode then shifts to Brazil with Barbara Rubim, recently elected President of AB Solar, who outlines the obstacles facing what was one of the world's fastest-growing solar markets. Rubin reflects on Brazil's rapid expansion to nearly 70 GW of installed capacity, the growing impact of renewable-energy curtailment, and the pivotal role that the country's first large-scale storage auctions could play in unlocking the next wave of development.

Taken together, these conversations reveal the urgency of a shift towards energy storage, and how smarter market design and technologies will allow that storage to deliver greater value and flexibility across electricity networks.

✉️ Questions or feedback? Write to us at podcast@thesmartere.com

Innovation in solar business models and technology is front-and-center on this episode of The smarter E Podcast. Featuring two leaders from the U.S. solar industry, it explores how innovation across the solar value chain is taking the global energy transition in new directions. Recorded live at The smarter E Europe 2026 in Munich, host Jonathan Gifford speaks with two executives from companies that represent very different stages of the industry's evolution: one scaling and redefining an established global business, the other pushing a new generation of solar technology toward commercial reality.

First, Howard Wenger, President of Nextpower, discusses the company's rapid transformation from a solar tracker specialist into a provider of integrated utility-scale solar and energy storage platforms. Following a series of strategic acquisitions – most recently the German mounting system manufacturer Zimmermann and battery storage integrator Prevalon – Wenger explains why combining hardware, software, and storage is becoming essential for utility-scale renewable energy. He also shares insights into Europe's growing importance for the company, the role of battery storage in addressing negative electricity prices and data centre demand, and why customer-focused innovation remains central to Nextpower's expansion strategy.

The conversation then turns to the future of photovoltaic cell-and-module technology with Aaron Thurlow, Chief Commercial Officer at Caelux. Thurlow explains how the company's perovskite-on-glass approach could accelerate commercial adoption by augmenting existing silicon module production lines rather than replacing them. He discusses the pathway from pilot production to scale manufacturing, the potential for significant efficiency gains, and why perovskites could unlock new opportunities not only for terrestrial solar but also for space applications. The discussion also tackles one of PV-perovskite technology’s biggest questions: long-term durability and why confidence is growing and commercial-scale deployment drawing closer.

Together, these conversations highlight an industry advancing on multiple fronts and developing the technologies that could define the next generation of highly-productive photovoltaics.

✉️ Questions or feedback? Write us at podcast@thesmartere.com

As Europe faces rising energy-security concerns, volatile electricity markets and growing grid congestion, a new generation of energy solutions is emerging that could turn these challenges into opportunities. Recorded live at The smarter E Europe 2026 in Munich, this episode explores how EVs, smart charging, and vehicle-to-grid technology are transforming cars into active participants in the electricity system. These “batteries on wheels” have the potential to be friends rather than foes when it comes to electricity network functionality.

The Mobility House founder and CEO Thomas Raffeiner joins the pod to discuss the next phase of electrification and the company's renewed focus on energy services, following the sale of its fleet charging business. Raffeiner explains why fleet electrification is accelerating worldwide, how falling charging costs are bringing businesses closer to zero-cost and zero-emissions mobility – and why electric vehicles should be viewed as energy assets rather than as additional demand on the grid.

Also joining the podcast is Petrouschka Werther, Director of Sustainable Mobility at the Dutch Ministry of Infrastructure and Water Management, who shares how the Netherlands became a European EV-integration pioneer, with a fleet undergoing rapid transformation.

Werther explains how the country's speedy adoption of solar energy, heat pumps, and electric vehicles has created significant pressure on the electricity grid — and how smart charging and vehicle-to-grid solutions are now helping to relieve that congestion. She discusses innovative projects in cities such as Utrecht, where electric vehicles are already supporting local electricity networks, and outlines the European collaboration now underway to establish the technical standards and regulatory framework needed to scale V2G across the continent.

Together, these conversations paint a picture of an energy system where electric vehicles are able to become mobile batteries, flexible grid assets, and a critical component of a secure, affordable and renewable energy future.

✉️ Questions or feedback? Write us at podcast@thesmartere.com

As Europe faces rising energy-security concerns, volatile electricity markets and growing grid congestion, a new generation of energy solutions is emerging that could turn these challenges into opportunities. Recorded live at The smarter E Europe 2026 in Munich, this episode explores how EVs, smart charging, and vehicle-to-grid technology are transforming cars into active participants in the electricity system. These “batteries on wheels” have the potential to be friends rather than foes when it comes to electricity network functionality.

The Mobility House founder and CEO Thomas Raffeiner joins the pod to discuss the next phase of electrification and the company's renewed focus on energy services, following the sale of its fleet charging business. Raffeiner explains why fleet electrification is accelerating worldwide, how falling charging costs are bringing businesses closer to zero-cost and zero-emissions mobility – and why electric vehicles should be viewed as energy assets rather than as additional demand on the grid.

Also joining the podcast is Petrouschka Werther, Director of Sustainable Mobility at the Dutch Ministry of Infrastructure and Water Management, who shares how the Netherlands became a European EV-integration pioneer, with a fleet undergoing rapid transformation.

Werther explains how the country's speedy adoption of solar energy, heat pumps, and electric vehicles has created significant pressure on the electricity grid — and how smart charging and vehicle-to-grid solutions are now helping to relieve that congestion. She discusses innovative projects in cities such as Utrecht, where electric vehicles are already supporting local electricity networks, and outlines the European collaboration now underway to establish the technical standards and regulatory framework needed to scale V2G across the continent.

Together, these conversations paint a picture of an energy system where electric vehicles are able to become mobile batteries, flexible grid assets, and a critical component of a secure, affordable and renewable energy future.

✉️ Questions or feedback? Write us at podcast@thesmartere.com