Latest / Best of LinkedIn: Digital Transformation & Tech / Best of LinkedIn: E-world 2026
Transcript
- 0:00Speaker 0: This episode is provided by Thomas Allgaier and Frennis, based on the most relevant LinkedIn posts about eWorld twenty-twenty six.
- 0:07Speaker 0: Frenis supports ICT enterprises with market and competitive intelligence decoding emerging technologies customer insights regulatory shifts in competitor strategies.
- 0:16Speaker 0: so product teams and strategy leaders don't just react but shape the future.
- 0:21Speaker 1: Welcome to The Deep Dive!
- 0:23Speaker 1: So today we are basically walking the virtual halls of Mesa Essen.
- 0:28Speaker 1: We're going to unpack the big trends from eWorld, twenty-twenty six.
- 0:32Speaker 1: Right?
- 0:33Speaker 1: And I have to say looking at all of the LinkedIn commentary we've pulled my whole idea for this event has kind
- 0:38Speaker 0: of shifted.
- 0:38Speaker 0: Oh yeah!
- 0:39Speaker 0: How so?
- 0:40Speaker 0: because you know normally think E World is just a lot of suits talking kilowatts and gas pipes.
- 0:45Speaker 1: That was The Old World.
- 0:47Speaker 1: I mean, that feels like ancient history looking at this stuff.
- 0:49Speaker 1: This is much more a massive ICT and tech convergence event.
- 0:53Speaker 1: The lines have just completely blurred.
- 0:55Speaker 1: You can't really pull the electron apart from data packet anymore.
- 0:58Speaker 0: That's perfect way to put it.
- 0:59Speaker 0: If i had one word Every single source we looked at, it's execution.
- 1:05Speaker 1: Execution not vision or strategy?
- 1:07Speaker 0: No exactly.
- 1:08Speaker 0: in past years It was all flashy slogans.
- 1:11Speaker 0: these big twenty forty targets.
- 1:13Speaker 0: You know We should do this.
- 1:14Speaker 0: the tone In twenty twenty six feels radically different.
- 1:17Speaker 0: okay its way.
- 1:18Speaker 0: less we Should and much more.
- 1:21Speaker 0: here is how we are doing.
- 1:23Speaker 0: Yeah pragmatic decarbonization, digital platforms and the real nuts-and-bolts of it all.
- 1:29Speaker 0: We're past the why in deep into how.
- 1:32Speaker 1: that makes a lot of sense.
- 1:33Speaker 1: The what is settled right?
- 1:34Speaker 1: we have to decarmonize now.
- 1:35Speaker 1: It's a fight over at the actual engineering And the economic levers to pull.
- 1:39Speaker 0: so to keep us on track We've broken this down Into four key clusters.
- 1:43Speaker 0: we saw everywhere In the commentary.
- 1:45Speaker 0: first up Digitalization in AI, which is kind of the brain of the whole operation.
- 1:49Speaker 0: Then we'll get into back bone grids and flexibility.
- 1:52Speaker 0: after that a reality check on hydrogen and green molecules And will finish up where it really matters to people mobility and buildings.
- 1:59Speaker 0: solid
- 1:59Speaker 1: plan.
- 2:00Speaker 1: Let's jump into the digital side.
- 2:01Speaker 1: all
- 2:02Speaker 0: right theme one Digitalization an AI.
- 2:06Speaker 0: It feels like you couldn't walk five feet in SN without tripping over an AI algorithm.
- 2:11Speaker 0: But is it just buzz or?
- 2:13Speaker 0: Is it doing real work?
- 2:14Speaker 0: because we've been hearing AI will save the grid.
- 2:17Speaker 0: for what?
- 2:18Speaker 0: five years now It's
- 2:18Speaker 1: definitely doing work, but I think the framing has changed.
- 2:21Speaker 1: It's not this you know futuristic add-on.
- 2:23Speaker 1: It's being talked about as the control layer
- 2:25Speaker 0: and control layer.
- 2:26Speaker 1: yeah Laura Sophie Bother from Deloitte had a really strong post on that.
- 2:30Speaker 1: She said energy isn't just about generation in grids anymore.
- 2:33Speaker 1: It's about i'm quoting her here data automation And connecting systems at scale.
- 2:39Speaker 0: Connecting Systems at Scale sounds great But what does that mean for the bottom line?
- 2:43Speaker 1: Well, she was talking about digital twins and how AI is creating measurable value now.
- 2:47Speaker 1: Okay Think about it if you have a perfect digital copy of a wind farm You can run thousands of simulations predict failures before they happen.
- 2:55Speaker 1: It's moving from just monitoring things to predictive control.
- 3:00Speaker 0: That measurable value part is so key.
- 3:02Speaker 0: And I saw Nora Schultz EON was on this topic too, but she was looking at it from the customer side of things.
- 3:08Speaker 1: Ah!
- 3:08Speaker 1: The customer experience.
- 3:10Speaker 1: yeah that gets lost sometimes in these deep tech talks
- 3:12Speaker 0: totally.
- 3:12Speaker 0: She was saying digital intelligence is the main lever for That experience.
- 3:16Speaker 0: not just you know Digital bills But AI for Things like congestion forecasting or automated Customer service.
- 3:23Speaker 0: It's about managing all that complexity.
- 3:25Speaker 0: so You the user don't have.
- 3:26Speaker 0: and that word
- 3:27Speaker 1: complexity Is doing a lot of work there?
- 3:29Speaker 1: Because as the system gets more complex, the risk changes.
- 3:33Speaker 1: Right?
- 3:33Speaker 1: I saw a post from Carolyn Hoffman at Interatech on this.
- 3:36Speaker 1: she was focused on secure AI especially for municipal structure.
- 3:41Speaker 0: Municipal structures so like local utilities.
- 3:43Speaker 0: that can't work
- 3:44Speaker 1: exactly.
- 3:45Speaker 1: her point was it's not enough to just unleash AI to optimize a grid.
- 3:49Speaker 1: you have to do it responsibly.
- 3:50Speaker 1: if your smart city is built on a shaky digital foundation You're just creating new vulnerabilities.
- 3:56Speaker 0: That ties in perfectly with the infrastructure side.
- 3:59Speaker 0: You can't have secure AI without a secure cloud.
- 4:03Speaker 0: Benedict Scherzinger from Stackit, he brought up a term.
- 4:06Speaker 0: I think we're going to hear lot more digital sovereignty.
- 4:08Speaker 1: Oh yeah that's huge topic right now and this is where energy transition meets well geopolitics.
- 4:15Speaker 1: He was talking about cloud solutions which are one hundred percent compliant with European security standards.
- 4:22Speaker 1: A Cloud Made In Germany they call it
- 4:24Speaker 0: Which is so interesting because energy sovereignty used to mean where's our gas from?
- 4:29Speaker 0: Now it means, Where's Our Data Stored.
- 4:31Speaker 1: It's the same thing if The grid runs on data...the data center Is as critical As a power plant.
- 4:37Speaker 1: If you lose your control data..The lights go out.
- 4:39Speaker 1: You can't separate them anymore.
- 4:41Speaker 0: Okay before we leave digital I want To touch On A Sales Angle From Dennis Hergenroder At Edesso.
- 4:47Speaker 0: He argued AI Is Turning Marketing From A Cost Center Into A Profit Center.
- 4:51Speaker 1: That's a bold claim for marketing, especially at a utility.
- 4:54Speaker 0: It is but the logic makes sense.
- 4:57Speaker 0: he's talking about using data to predict what customers need.
- 5:02Speaker 0: so if your data shows a customer just bought an EV you can proactively offer them a dynamic charging tariff.
- 5:09Speaker 0: You're not just selling you're solving a problem For them.
- 5:12Speaker 1: that's a good point.
- 5:13Speaker 1: it moves The Utility from being A simple commodity provider To more of a service partner.
- 5:17Speaker 0: Exactly.
- 5:18Speaker 0: But And it's a big butt.
- 5:19Speaker 0: Yeah, all this digital intelligence needs of physical body and if your nervous system is shot the brain can't do much.
- 5:27Speaker 0: Which
- 5:27Speaker 1: brings us right to our second theme grids and flexibility.
- 5:31Speaker 1: The backbone.
- 5:32Speaker 1: yeah, and if Digitalization as the brain the grid is the nervous system?
- 5:36Speaker 1: Right now It's the bottleneck.
- 5:39Speaker 0: Oh you could feel the frustration in some of these posts.
- 5:41Speaker 0: Stefan Dollar just said it bluntly more grids not fewer renewables.
- 5:45Speaker 1: Classic dollar, no minced words there.
- 5:47Speaker 0: He was basically saying look the energy transition only works if the grids keep up.
- 5:51Speaker 0: stop blaming The wind farms and the wires aren't ready.
- 5:53Speaker 0: We're building generation way faster than we're building transmission
- 5:56Speaker 1: And that bottleneck leads directly to the biggest buzzword of the whole event Flexibility.
- 6:03Speaker 0: it's always flexibility isn't?
- 6:04Speaker 1: It is but the context feels different.
- 6:07Speaker 1: its not just an engineering idea anymore Its a financial one.
- 6:10Speaker 1: Halvard Granheim from Statcraft pointed out that power prices are swinging like crazy.
- 6:15Speaker 1: Right,
- 6:15Speaker 0: negative price is then huge spikes.
- 6:17Speaker 1: Exactly so he says.
- 6:19Speaker 1: batteries and flexible assets our fast becoming Europe's new hedge.
- 6:23Speaker 1: It's not just for keeping the lights on it's a financial tool for managing risk.
- 6:28Speaker 0: That makes me think of a post by Christopher Freud.
- 6:30Speaker 0: He had this great line.
- 6:32Speaker 0: he said The winners to the energy transition won't be those who build the biggest but Those Who Build the smartest.
- 6:38Speaker 1: A perfect summary of the shift in the BAS market, The Battery Storage Market.
- 6:43Speaker 1: Right!
- 6:43Speaker 0: He wasn't focused on battery chemistry.
- 6:45Speaker 0: he was talking about building business cases that actually work year after year.
- 6:50Speaker 0: Can your batteries switch from one grid service to another instantly?
- 6:53Speaker 0: If not you're leaving money at a table
- 6:55Speaker 1: And speaking kind of smart switching.
- 6:57Speaker 1: there is specific tech example Dr Christian Von Toll at Weidmiller showing off EBS Relay Converter.
- 7:05Speaker 0: Okay I saw it Quick plain English version for us.
- 7:08Speaker 0: What does that thing actually do?
- 7:10Speaker 0: Sure.
- 7:10Speaker 1: So think about all the existing buildings, millions of them.
- 7:15Speaker 1: they're not smart.
- 7:16Speaker 1: this device is basically a retrofitable brain.
- 7:20Speaker 1: it connects those old buildings to the Smart Grid.
- 7:23Speaker 1: It lets the grid securely control things inside the house like a heat pump or an EV charger.
- 7:29Speaker 0: so its like a translator
- 7:30Speaker 1: Exactly!
- 7:31Speaker 1: It let's the old infrastructure talk to new system which is huge.
- 7:34Speaker 1: we can't just tear down every building and start over.
- 7:36Speaker 1: No
- 7:37Speaker 0: Of course Not.
- 7:38Speaker 0: But even with smart devices, there's a bigger problem.
- 7:41Speaker 0: Ryan Bottoms had pretty sobering take on this.
- 7:43Speaker 0: He said the grid connection queues are overflowing.
- 7:46Speaker 1: The queue problem!
- 7:47Speaker 1: Yeah you hear about it all of time Gigawatts.
- 7:49Speaker 1: is solar just waiting for a connection
- 7:51Speaker 0: Right?
- 7:52Speaker 0: and he argued we need to move from first come First served To first ready First Served.
- 7:57Speaker 0: That
- 7:57Speaker 1: would be game changer.
- 7:58Speaker 1: right now A speculator can block project that will go tomorrow.
- 8:02Speaker 0: Exactly It'll clear out all zombie projects.
- 8:05Speaker 0: It's a bit controversial, but it fits that execution theme.
- 8:09Speaker 0: You know we don't have time to wait.
- 8:10Speaker 1: agreed and speaking of reality checks Let's move to Theme three Hydrogen in green molecules.
- 8:16Speaker 1: the tone here felt well different A lot more sober.
- 8:21Speaker 0: sober is the perfect word.
- 8:23Speaker 0: a couple years ago hydrogen was magic dust.
- 8:26Speaker 0: now Sabine Augustin from RWE she said The hype has given way too healthy realism.
- 8:32Speaker 1: And what does healthy realism look like?
- 8:33Speaker 1: two accompany?
- 8:34Speaker 1: Like rwe
- 8:35Speaker 0: It means admitting that hydrogen is crucial.
- 8:37Speaker 0: Yeah, but it needs help.
- 8:39Speaker 0: She was talking about storage and contracts for difference to make the business case actually work.
- 8:44Speaker 0: Green Hydrogen Is Still Just Too Expensive Without Subsidies And
- 8:47Speaker 1: you have To Move It Around.
- 8:48Speaker 1: I Saw Kirsten Westfall From BDUW Was Talking About The Core Hydrogen Network.
- 8:53Speaker 1: i Think It Was Nine Thousand Kilometers Planned By Twenty Thirty Two?
- 8:56Speaker 1: IT
- 8:56Speaker 0: IS On Paper.
- 8:58Speaker 0: But Her Big Warning Was Planning Does Not Equal Market.
- 9:01Speaker 1: Ouch!
- 9:01Speaker 0: That's a fair point.
- 9:03Speaker 0: It's true, isn't it?
- 9:03Speaker 0: Just drawing lines on the map is not enough.
- 9:05Speaker 0: You need to scale up together.
- 9:08Speaker 0: She said everyone was just waiting for someone else To make their first move.
- 9:11Speaker 1: The classic chicken and egg problem
- 9:13Speaker 0: Totally...The steel plant waits For the pipeline.
- 9:15Speaker 0: The pipeline Waits for producer.
- 9:17Speaker 0: It'a stalemate.
- 9:19Speaker 1: Dr Stephanie Kesting from Thyssen Gas Had an interesting idea On how to break that.
- 9:23Speaker 1: She asked if A national quota could
- 9:25Speaker 0: work A Quota.
- 9:27Speaker 0: Did she support it?
- 9:28Speaker 1: Her conclusion was nuanced.
- 9:29Speaker 1: She said the goal has to be CO² reduction, not technological ideology.
- 9:35Speaker 1: basically don't hit hydrogen against biogas if it cuts carbon use.
- 9:40Speaker 0: that really resonates with what Simone Peter was saying about domestic bio gas being overlooked.
- 9:46Speaker 0: were obsessed with imported LNG or future Hydrogen from the media but we're ignoring a source of energy.
- 9:51Speaker 0: We have right here at home
- 9:52Speaker 1: this shiny new toy syndrome
- 9:53Speaker 0: for sure But there is some movement on the market side.
- 9:56Speaker 0: Eric Raku had a great insight on trading, he said even though of big infrastructure still years away.
- 10:01Speaker 0: The trading products are already emerging.
- 10:04Speaker 1: Your choice product race?
- 10:05Speaker 0: It's signal that real hydrogen prices on the horizon.
- 10:09Speaker 0: When traders start building derivatives you know commodities becoming real
- 10:13Speaker 1: Which brings us to our last cluster.
- 10:15Speaker 1: and it may be most important because where we all come in Theme four Mobility and buildings.
- 10:22Speaker 0: The end user integration, where this stuff stops being a theory and starts being something you park in your garage.
- 10:28Speaker 0: Well
- 10:28Speaker 1: speaking of garages Dominic Bex shared a solution from BMW an EONM that I think he'll love.
- 10:34Speaker 1: It's a vehicle to grid.
- 10:35Speaker 1: offer
- 10:35Speaker 0: the holy grail.
- 10:37Speaker 0: How does it work?
- 10:38Speaker 1: So get this You plug-in Your car let the utility use your battery To help balance the grid And In return you Get A bonus and upto fourteen thousand kilometers Of free charging.
- 10:48Speaker 1: wait
- 10:48Speaker 0: fourteen Thousand Kilometers That's That's like a year of free driving for most people.
- 10:52Speaker 1: Exactly, it is huge deal!
- 10:54Speaker 1: It completely flips the script.
- 10:55Speaker 1: The car no longer just a load...it'a flexible asset.
- 10:59Speaker 1: Instead of paying to fuel your car Your cars kind-of working while you sleep.
- 11:03Speaker 0: Wow But its not all that easy in mobility space.
- 11:07Speaker 0: Nina London shared her study on electric trucks And the biggest hurdle wasn't the truck themselves.
- 11:12Speaker 1: No, rarely was it.
- 11:14Speaker 0: Greed capacity and permitting.
- 11:16Speaker 0: Forty-eight percent of the people they surveyed cited insufficient grid capacity.
- 11:21Speaker 0: Imagine buying a fleet of electric trucks and you can't even plug them in.
- 11:25Speaker 1: So we're right back to that grid bottleneck again, it's all connected.
- 11:28Speaker 1: Let's look at buildings because there is similar dynamic there.
- 11:32Speaker 1: Hogan Lessing from ISTA had great analogy.
- 11:35Speaker 1: He said if want lose weight You need scales.
- 11:37Speaker 1: If wanna save energy You need measure.
- 11:39Speaker 0: Simple but true.
- 11:41Speaker 0: And he gave this massive example of equipping the Berusha Park Stadium.
- 11:45Speaker 1: Right, and the logic is if you can digitize a whole stadium which has crazy complex property You can digitized any building.
- 11:53Speaker 1: it's about getting that visibility.
- 11:54Speaker 1: so you see the waste.
- 11:56Speaker 1: stop at.
- 11:56Speaker 0: It feels like hardware there but intelligence.
- 11:59Speaker 0: just catching up.
- 12:00Speaker 0: Jakob Adelik from E-Charge saw same thing in EV charging.
- 12:04Speaker 0: He called it shift from Hardware to Platform.
- 12:07Speaker 1: That's a crucial distinction.
- 12:08Speaker 1: It used to be just about putting a charging station in the ground, now it is all about smart software that manages everything.
- 12:14Speaker 1: If the charger is broken or app is clunky The hardware is useless.
- 12:17Speaker 0: And to wrap this up Dr.
- 12:19Speaker 0: Dirk from Noventic Group said perfectly Integration.
- 12:29Speaker 1: It's making the heat pump talk to smart meter, which talks to grid and billing system.
- 12:35Speaker 1: That is the execution challenge we started with.
- 12:37Speaker 1: We have all puzzle pieces.
- 12:39Speaker 1: The job now just fitting them together.
- 12:41Speaker 0: So let us bring this home.
- 12:43Speaker 0: What does it mean for someone listening right?
- 12:46Speaker 1: I think eWorld is telling us that vision phase is over.
- 12:50Speaker 1: We are in installation phase now.
- 12:51Speaker 0: The messy middle
- 12:52Speaker 1: The complicated but productive middle.
- 12:56Speaker 1: Digitalization isn't a separate thing, it's the control layer.
- 12:59Speaker 1: Flexibility is not nice to have—it's only way of keeping systems stable and for everything from Hydrogen to EVs…the hardware gets there but the market has to catch up.
- 13:10Speaker 0: It really feels like industry has grown-up.
- 13:12Speaker 0: we're done with glossy brochures down to spreadsheets and API integrations
- 13:19Speaker 1: Precisely.
- 13:20Speaker 1: And for everyone listening, that means the opportunities are in those details now In the software platforms The specific business cases For batteries Navigating those grid cues.
- 13:31Speaker 1: The broad strokes Are painted.
- 13:33Speaker 1: Now we need people To fill-in the rest.
- 13:35Speaker 0: Well said An exciting time to be in the weeds of it all Absolutely.
- 13:39Speaker 0: If you enjoyed this episode New episodes drop every two weeks.
- 13:42Speaker 0: Also check out our other editions on cloud Defense Tech, Digital Products and Services, ICT & Tech Insights, Artificial Intelligence, Sustainability in Green ICT, DefenseTech and HealthTech.
- 13:54Speaker 0: Thanks
- 13:54Speaker 1: for listening!
- 13:55Speaker 1: We'll catch you on the next Deep Dive.
- 13:56Speaker 0: Don't forget to subscribe – see ya next time!