
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.
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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.
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.
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.
