Oversupply, hydrogen storage and the future energy system

On this episode of the Hypercube Energy Podcast, Adam Sroka speaks with Lawson Steele, CEO of Haldane Energy, about how the energy system is evolving and what large-scale infrastructure is needed to support a renewable-led future.

Lawson shares his experience building renewable and grid businesses, explaining how long-term, high-conviction investment thinking underpins successful energy platforms. He outlines why increasing renewable penetration will lead to structural oversupply, and how this creates both challenges and opportunities across the system.

The conversation also explores hydrogen as long-duration energy storage, the role of infrastructure in balancing supply and demand, and the realities of developing gigawatt-scale projects in complex markets.

Adam and Lawson cover:

• Why renewable-heavy systems will create structural oversupply
• Hydrogen as long-duration energy storage at scale
• Building large-scale energy infrastructure businesses
• System planning, policy and long-term investment decisions
• Where AI and digital tools can improve energy system efficiency