Energy Unplugged by Aurora

EP. 277 Michael Lewis on Delivering the Transition at System Scale

Feb 17, 2026
Michael Lewis, CEO of Uniper with three decades in power generation, gas trading and renewables, reflects on delivering the transition at system scale. He discusses Germany’s renewables progress, hydrogen-ready gas plants replacing coal, the shifting role of customer flexibility, batteries vs gas for reliability, gas market resilience after Russia, and how data centres and electrification reshape demand.
Ask episode
AI Snips
Chapters
Transcript
Episode notes
ADVICE

Activate Demand Flexibility Through Customers

  • Drive electrification with supportive measures like insulation, smart meters and flexible tariffs.
  • Incentivise customers and link e-mobility to vehicle-to-grid to unlock demand-side storage potential.
INSIGHT

Diversify Gas To Avoid Single Points Of Failure

  • Gas security now requires diversification across countries, counterparties and contract types.
  • Michael Lewis emphasises removing single points of failure after the Russia shock.
ADVICE

Use Capacity Markets And Political Ties

  • Use policy tools like capacity markets to guarantee security of supply when energy-only markets fall short.
  • Combine commercial sourcing with stable political relationships to secure long-term contracts.
Get the Snipd Podcast app to discover more snips from this episode
Get the app