The REM Podcast - Renewable Energy Movement
I recorded these conversations months apart and genuinely didn't plan this but when I went back into the archive to pull them together, I couldn't believe how much they were saying the same thing from completely opposite ends of the industry. Mathieu Lassagne walked away from 15 years inside ENGIE and EDF to co-found ZE-Energy from scratch. Without any safety net or corporate playbook, just seven years of going deep into local grid intermittency, hybrid solar-plus-storage, and the unglamorous but genuinely critical work of asset re-powering across France, Italy and Germany. Francisco Diaz never left the big organizations but he went wide in a way that most people never do. Built a 100-person team from the ground up across six Latin American countries for Canadian Solar, then moved on to scale gigawatt-level projects in India, Germany, and the US. He went around different continents every few years. facing different market rules every time. On paper they couldn't be more different but when you pull back a layer and they're telling opposite sides of the exact same story. It's the red tape and the companies actually winning right now who've figured out how to move through brutal regulatory environments as fast as the technology scales. If you're building in this space, regulatory agility isn't a nice-to-have. What we get into: — Why the best market intelligence only comes from being in a market before anyone's written the playbook yet — Mathieu on the structural shift happening right now from centralized utility models to local flexibility and what that actually means in practice — Francisco on India: the speed, the sophistication of the auctions, and why the volume of work happening there is unlike anything else on the planet — And the conviction both of them share: throw all the capital you want at a project, without the right people on the ground, it doesn't move This episode is the highlights package. The Renewable Energy Movement is powered by Kigyo.
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