Shows
Redefining Energy190. Solar and Flex – Solar Power Summit 2025This Spring, Laurent Segalen was invited by Solar Power Europe to moderate a panel, during the Solar Power Summit, around the theme ”Winning the Flex challenges”.The Speakers were:Andrea Wechsler, Member of the European Parliament, EPP, GermanyPaula Rey Garcia, Acting HoU Renewables & Energy System Integration, DG ENER, European CommissionNick Bitsios, Head of Brussels Office, MetlenJuan Rivier Abbad, Head of Global Renewables Regulation, IberdrolaVlasios Souflis, COO EMEA, Lightsource BPJose Manuel Carvalho, Head of Renewable Energy JV & Partnerships, Arcelor MittalThere is a European Policy being developed called the Green Industrial Deal. What is it? Does it work...
2025-08-1139 minRedefining Energy189. Energy Disruptions - (Gerard on "Clean Titans")This is Summer time, so we publish some contents that we have created on other channelsA few weeks ago, Gerard came on the ”Clean Titans”The YouTube channel “Clean Titans” focused on clean energy, is hosted by Sam Evans, known as The Clean Energy Guy. His content dives into clean energy topics with enthusiasm, aiming to educate and inspire viewers about sustainable solutions.Gerard talks about “Energy Disruptions” and you can watch him here: https://www.youtube.com/watch?v=V5LGTcT-EOw
2025-08-041h 09Redefining Energy185. Blackouts - Jul25What Really Happened During the Iberian Blackout This Spring? And How Should We Make Sense of the Conflicting Reports? To shed light on the events, Gerard and Laurent are joined by global energy expert Steve Berberich, who served as President and CEO of the California Independent System Operator (CAISO) from 2011 to 2020. Steve led CAISO through the August 2020 blackout in California and now serves as President and CEO of Onward Energy. We begin by placing the Iberian blackout in a broader context—comparing and contrasting it with major grid failures from recent years: Sout...
2025-07-0724 minRedefining Energy181. “Hot Air” from Tony Blair - May25The Tony Blair Institute for Global Change (TBI) recently released a widely publicized report titled “The Climate Paradox”, which has garnered significant positive attention from outlets such as the Guardian, the BBC, the Financial Times, Bloomberg, and much of the European press.Beginning with the statement, “Climate action has reached an impasse,” the report, authored by Lindy Fursman (who holds a PhD in Sociology from UC Berkeley), outlines several key “facts” that have been effectively debunked by experts like Michael Liebreich in his Substack and Michael Barnard in Cleantechnica.The TBI concludes with a series of recommendati...
2025-05-2620 minRedefining Energy178. Delivering the Wind Reset - May25Laurent and Gerard sit down for an in-depth (and at times fiery) conversation with Ben Backwell, Chair of the Global Wind Energy Council (GWEC), to unpack the current state of the wind industry. Ben joins from Brazil, where preparations for COP30 are already underway.As GWEC has just released its flagship Global Wind Report 2025—a must-read for anyone serious about the energy transition—they reflect on wind power’s progress. While the sector has continued to grow, it's been outpaced by solar and storage, grappling with supply chain bottlenecks, technical hurdles, and an all-out culture war driven by fossil...
2025-05-0526 minRedefining Energy177. The Transatlantic Power Cable: from concept to reality - Apr25There's been a great deal of excitement and curiosity surrounding the idea of a Transatlantic Interconnector. So, as co-founders, Laurent Segalen, Gerard Reid and Simon Ludlam have decided to release a special episode to bring our listeners up to speed on where things currently stand.While we can’t dive into our discussions with governments and system operators—those are protected by NDAs—rest assured, those conversations are very much underway, as you might expect. To put this episode together, we have brought in a range of perspectives:First, you'll hear an excerpt from a conversation with John P...
2025-04-2835 minRedefining Energy174. Live from Cambridge – Laurent and Gerard with Pr. David Cebon on Electrifying trucksEarly March, Gerard and Laurent were invited by the Cambridge University Energy Technology Society (CUETS) for a live session of Redefining Energy.In front of hundreds of attentive students, they had a comprehensive debate with Pr. David Cebon about the Electrification of Trucks. What are the issues (technical, economic) and what are the proposed solutions from Electric roads to batteries?We enjoyed sharing with an enthusiastic crowd at St John's College, Cambridge and give a special thanks to Max Krefting for the flawless organisation. A memorable evening for all participants.
2025-03-3130 minRedefining Energy170. Why is the electricity Supercycle unstoppable? Gerard in DavosAs urgent calls for climate change action continue, an energy supercycle is underway, driven by the increasing need for electrification and digitalization, particularly in high-growth sectors like AI and data centers. Securing a reliable, affordable, and sustainable energy supply to meet this demand is crucial.At the 2025 World Economic Forum Annual Meeting at Davos, Hitachi, Ltd. Executive Chairman Toshiaki Higashihara and Hitachi Energy CEO Andreas Schierenbeck, with Elisabeth V. Vardheim (Statnett) and Gerard Reid (Alexa Capital), participate in a panel discussion on 22 January 2025 to explore the parallels between today’s energy landscape and offer insights into how global st...
2025-02-2426 minRedefining Energy168. "Invest where it hurts!" - Laurent at PexaparkWhile Gerard Reid was at Davos, schmoozing with world leaders, Laurent Segalen was invited by Luca Pedretti on the Pexapark podcast. They had a conversation around where to invest in the Energy Transition. Laurent has designed a typology of possible investments from the least desirable to the essential. 1) Aspirational2) Shoehorn3) Compliance4) Profitable5) SalvationLaurent describes his numerous investments and how this framework has helped him deliver consequential returns.
2025-02-0317 minRedefining Energy165. Our Predictions for 2025Happy new year to all our listeners. It has become a tradition for the first episode of the year: Gerard, Laurent and Michael present their 2025 Predictions in the Energy Transition.Here are the predictions that were made a year ago.1) Stellantis will outsource its EV production in China2) Politics: Elections in 2024 could derail the Energy Transition3) Oversupply of everything energy related – Prices are going down4) Stronger top-down governance of Transmission and Interconnection5) The return of Clean Energy shares6) China will gain massive international market in Wind and EVs Winner for best...
2025-01-0227 minRedefining Energy164. 2024 Wrap up: Successes, Surprises and ShocksMerry Christmas. This is our last Episode of the Year where Laurent and Gerard summarise what impressed them, surprised them and shocked them. AI, Hydrogen, Renewables, USA vs Europe vs China, Climate. What worked, what did not work.2024 is a year that will be remembered at pivotal in so many aspects. We salute our friends, our influencers and unveil our book of the year: “The coming wave” by Mustafa Suleyman, not purely about Energy, but about the digital transformation that is revolutionising the world.Laurent and Gerard wish our listeners wonderful year end celebrations and… Buckle up for 20
2024-12-2317 minRedefining Energy163. Gerard is live at TedXBerlin / Welcome to the Era of Energy DisruptionGerard delivered a master class at TedXBerlin about the four forces driving the Energy Revolution Solar, Batteries, Electronics and China. It is called “Welcome to the Era of Energy Disruption” An excellent introduction for tomorrow’s world. You can watch Gerard on YouTube:https://www.youtube.com/watch?v=VXwGvLj4rak
2024-12-1614 minRedefining Energy162. Industrial Climate Solutions – Bridging the “Missing Middle” - Dec24Just Climate is a 1.5bnUSD vehicle established by Generation Investment with the mission to invest in the highest impact solutions that can radically reduce or remove emissions. They occupy the “missing middle” between VC and PE-Infra allowing growth, FOAK and deployment. Their positioning comes on the heels of VCs such as Prelude Ventures, Energy Impact Partners or Breakthrough Energy Ventures.Laurent and Gerard invite its co-CIO, Shaun Kingsbury, the “inventor” of North Sea Offshore Wind when he was at the head of UK Green Investment Bank.We talk about the investment thesis and its portfolio. Steel? Cement? Electro-mobility? Gerard d...
2024-12-0930 minRedefining Energy157. Mobile batteries, the ultimate flexibility - Nov24First, Gerard is sorry, he couldn’t make it as he was on a ship in the Irish Sea, and his Starlink wouldn’t connect. So, it is just Laurent interviewing a young superstar, Peter Paul van Voorst, CEO of the mobile battery management platform Skoon.Skoon, based in Rotterdam, is now seven years old and manages more than 1,000 mobile batteries in 14 countries. Mobile batteries range from 1kw to 1MW and are either on trailers or inside 10ft containers.With Peter Paul, Laurent analyses this new segment of the Storage market. How did the technology evolve, what...
2024-11-0426 minRedefining Energy156. Zeroing in on Electrification with EurelectricGerard and Laurent welcome Kristian Ruby, secretary general of Eurelectric, about their new report entitled “Power Barometer – Zeroing in on Electrification”. To quote the IEA, we enter in the “Age of Electrification” where electrification rate is going to accelerate significantly.We have an extensive conversation about the good news (growth of renewables, energy security progress in response to Russian aggression) and the not so good news (flat demand, as the new power usages – transportation, heating – don’t grow as fast as anticipated; demand reduction or destruction). We discuss the impact of counterproductive taxation of various sources of energy, Europe...
2024-10-2821 minRedefining Energy142. Batteries vs Hydrogen (Gerard is Live at EcoSummit 2024)This week, it is a solo by Gerard Reid.This is the audio of its remarkable presentation at EcoSummit Berlin in June 2024. The topic is “Batteries vs Hydrogen”Link to the YouTube https://www.youtube.com/watch?v=aAbr4byi414
2024-07-2215 minRedefining Energy130. EVs: Has Tesla lost its Mojo?We hear conflicting messages regarding the status of the EV market. On the bright side, IEA predicts 17mEV to be sold this year, EV and Hybrids reach 50% market share in China for Q1, more than 500 EV models are currently on the market. On the dark side, Tesla and BYD deliveries were down in Q1_24, Tesla revenues were down 9% compared to Q1_23 and the price war has cut the EPS in 2.Has Tesla lost its mojo or will Elon refocus and reboot. Lots of announcements, but also a 10% cut in the workforce, and a depressed share price. Meanwhile the “Oi...
2024-04-2911 minRedefining Energy125. From Houston to Berlin (via Bilbao), Better Days!This week, Gerard and Laurent talk about the 3 big energy gatherings that happened this week. Houston (CERAweek), Bilbao (WindEurope) and Berlin (Global Infrastructure Summit). Laurent and Gerard were in Berlin and report what they saw and heard.In a simple sentence à la John Wick “Yes, I think I’m back”
2024-03-2511 minRedefining Energy123. Conferences and ExhibitionsThis week, Gerard and Laurent talk about Conferences / Exhibition that they recently attended and what they have learned there. Gerard was in Germany’s E-World while Laurent was in London’s Energy Storage Summit.And they act as mirror opposites: "back in business" in Germany while the storage in London realises that the Champagne year of 2022 cannot easily be repeated. The storage industry nevertheless rejoices at the fall in price of batteries while the classic Utilities are being challenged by new innovations such as “balcony solar”
2024-03-1109 minRedefining Energy113. Our Predictions for 2024 - Jan24Happy new year to all our listeners.It has become a tradition for the first episode of the year: Gerard and Laurent present their 2024 Predictions in the Energy Transition. And we brought in our friend (and co-host of our sister show RE TECH) to spice up the conversation: Michael Barnard. Michael also acts as referee to score the predictions that were made a year ago.Record installation of everything Energy Transition: Solar, Batteries, Heat Pumps, EV (Gerard)Massive consolidation in the EV sector – Toyota will buy Panasonic (Laurent) Volatility in the Energy market is here to stay (Ge...
2024-01-0228 minRedefining Energy112. Weaponizing of energy: the end of innocence - Dec23Last episode of the Year. And what a year. We passed 1m downloads since inception. In 2023, we will have 470k downloads up 34% compared to 2022. Gerard and Laurent saw the Weaponisation of Energy coming: two years ago in Oct 2021, we did Episode 60 called “the Natgaspocalypse”. That was 5 months before the invasion of Ukraine. Two years into weaponizing energy, it is time to look back and assess. What were the immediate impacts of that crisis. How to evaluate the short-term responses (market, supply chain, government, behaviour, fuel choice). Did the Energy system show resilience, or have we just been...
2023-12-1533 min
Redefining Energy - Minutes / Archives 2022-2387. Grid at WEF, Brookfield, Quinbrook, Tesla vs. BYD, GM CTO out, Norway EVs, CBAMEvery Sunday, Gerard and Laurent debrief last week’s news in the Energy Transition. On the menu:– Gerard at the World Economic Forum talks grid reorganisation and financing– Big capital operations (Brookfield, Quinbrook, Partners Group)– BYD on the heels of Tesla while GM sacks its CTO after a month– Norway goes 93% EV in September– Not sure if Carbon Border Adjustment Mechanism (CBAM) will be effective but bureaucracy certainly strives. CBAM: Corporate Bureaucracy At Maximum
2023-10-0808 minRedefining Energy - Minutes / Archives 2022-2386. Energy Storage Awards, Start Ups fund raising, Tesla Semi, Hydrogens dries up, Batteries investments.Every Sunday, Laurent and Gerard debrief last week’s news in the Energy Transition. This week on the menu:Laurent celebrates developers at the British Energy Storage Awards Ceremony (winners: Zenobe, Fluence, Habitat, Gore Street);Great Energy start-ups keep on raising money (1komma5, Pexapark, Accure, Skoon, Electrons, Renewabl);Tesla Semi is obliterating Hydrogen trucks while H2 filling stations in Denmark and California are running dry;Huge battery investments (Cathodes in Morocco, Northvolt in Quebec)
2023-10-0107 minRedefining Energy - Minutes / Archives 2022-2385. Gerard in Las Vegas, Solar smiles while Wind cries, batteries, subsidies, Australia 70% greenEvery Sunday, Gerard and Laurent discuss the latest news in the Energy Transition. This week on the menu:Gerard goes to RE+ Las Vegas and gets hackedWhile solar and batteries thrive, wind cries (our London conference)There is always something happening at BP and Shell. To summarise: ESG no – Oil yesWill subsidies save the legacy automakers?Australia runs 70% on renewables (Sept 20)
2023-09-2407 minRedefining Energy - Minutes / Archives 2022-2374. Hot July, Desulphurisation of Maritime Fuel, Shell is moving backwards, Tesla and BYD rule while VW is struggling.Every Sunday, Gerard and Laurent debrief last week's news in the Energy Transition. A lot of ranting this week. On the menu:-“It's so hot in July” and the laws of unintended consequences with the desulphurisation of Maritime fuels-Heads are rolling at Shell and the new CEO’s short-term strategy will backfire soon, predicts Gerard-Tesla and BYD are obliterating the competition.- VW is struggling
2023-07-0909 minRedefining Energy - Minutes / Archives 2022-2373. Gerard trades power, Laurent invests in Climate Tech, Energy Institute, Wind crisis Siemens, ESG lambasted, RIP Pr. GoodenoughEvery Sunday, Gerard and Laurent debrief last week's news in the Energy Transition. On the menu- Gerard charges his car and becomes a power trader- Successful seed round for Europe most promising Climatech start-up: Renewabl - https://www.renewabl.com/- Energy Institute publishes bp statistical review 72nd Edition - https://www.energyinst.org/statistical-review- Wind in crisis at Siemens- ESG lambasted by Glencore- RIP Pr. Goodenough
2023-07-0207 minRedefining Energy - Minutes / Archives 2022-2371. Intersolar is crazy, Shell goes back to black, Infrastructure funding down, VC’s bull run is over but the scene remains activeEvery Sunday, Laurent and Gerard debrief last week's news. This week, Gerard is in his car, back from Intersolar in Munich. On the menu:- Crazy activity at Intersolar with 106,000 visitors (up 60% yoy) Chinese dominate solar, batteries, EVs- Shell goes back to black- Gas markets all over the place- Infrastructure funds and VC fundraising down but the scene is still active- Great Series A for our friend Alex “Magnesium” Grant
2023-06-1809 minRedefining Energy - Minutes / Archives 2022-2368. EWorld, SNEC Shanghai, new Solar records, Chinese EVs, Tesla, Aston Martin, Diner with the MichaelsEvery Sunday, Gerard and Laurent debrief the week in the Energy Transition. On the menu:- Gerard and Laurent at EWorld Essen (Germany)- Meanwhile gigantic Solar Show in Shanghai, and the numbers are mind blowing- EVs from China are conquering the world- Tesla Y best selling car worldwide. Aston Martin. Rimac Nevara- Laurent has a great diner with Michael Liebreich and Michael Barnard
2023-05-2807 minRedefining Energy - Minutes / Archives 2022-2367. NatGas prices crash while renewables surge, Graichen is a martyr, Tesla obliterates competition.Every Sunday, Gerard and Laurent revisit the main news of the Energy Transition. This week:- TTF gas prices collapse while Renewables beat records everywhere- Patrick Graichen, martyr of the Energy Transition- Tesla is obliterating the competition. Some will not survive.- Join Laurent at Renewable Revenue Summit London Happening in London on the 6th and 7th of June 2023, Renewable Energy Revenues Summit addresses how renewable energy generators can optimise trading, power purchase agreements and merchant offtake.Contact Moses Makin from Solar Mediahttps://www.renewablerevenue.co.uk/
2023-05-2108 minRedefining Energy - Minutes / Archives 2022-2366. German energy subsidies, Turkmenistan methane, Lithium merger, Irish Offshore Wind tenderEvery Sunday, Gerard and Laurent debrief last week's news in the Energy Transition.This week, 2 rants and 2 good news:- Gerard rants about German Energy subsidies- Laurent rants about Turkmenistan spewing methane. What is COP doing?- 10bnUSD merger in the Lithium mining Industry- Successful Irish 3GW offshore wind auction
2023-05-1407 minRedefining Energy - Minutes / Archives 2022-2365. Laurent at Flame, China EV sales kill foreign ICE, 8h storage, the control of Lithium, Tesla superchargersEvery Sunday, Gerard and Laurent debrief last week news in the Energy Transition.On the menu:- Laurent behind enemy lines at Flame (LNG conference)- China EV sales are obliterating legacy foreign automakers- 8-hour storage: RWE sets a record in Australia- Lithium control: Chile vs Australia + has the price finally reach its bottom?- Tesla Superchargers- Avaada Brookfields - 1bnUSD investment (India)
2023-05-0706 minRedefining Energy - Minutes / Archives 2022-2364. Germany bans boilers, EU SAF, Tesla Storage, IEA predictions, California Duck Curve is now a CanyonEvery Sunday, Gerard and Laurent discuss the latest news in the Energy Transition. On the menu:- Germany ban boilers and Carrier acquires Viessmann- EU votes on SAF to green aviation- Tesla Energy Storage, the new giant- Duck Curve in California becomes a Canyon- Gerard and Laurent in Stanford (thank you Jeff!)
2023-04-3007 minRedefining Energy - Minutes / Archives 2022-2359. Berlin Infrastructure Conference, IRA, Aramco, VW, Brookfield, JERAEvery Sunday, Gerard and Laurent revisit last week's news in the Energy Transition:On the menu:- Gerard and Laurent share their takeaways after the spectacular Berlin Infrastructure Conference- Big numbers at Aramco and VW- Interesting deals: Brookfield, JERA- Chinese Wind Turbines in EuropePics from the Berlin Conference:https://www.splento.com/peimedia/Mk8i6
2023-03-2609 minRedefining Energy - Minutes / Archives 2022-2352. Enough of ESG, IRA industrial dividends, Tesla's Jiu Jitsu moveThis week, Laurent and Gerard were away. So rather than the news, they had a mini debate on three hot topics:- Gerard goes on an epic rant on ESG. E yes, SG regulate, and please split them- The Inflation Reduction Act brings huge industrial dividends to the US- Tesla’s Jiu Jitsu move: the EV price war
2023-02-0509 minRedefining Energy - Minutes / Archives 2022-2350. (Not live from) Davos, Pennies on the Dollar, AgrisolarEvery Sunday, Gerard and Laurent debrief last week's news in the Energy Transition.This week (not live from Davos):- Pennies on the dollar (Volta, Arcimoto, Britishvolt)- Gerard impressed by Shell- Mega solar deal in Qatar- Agrisolar is booming
2023-01-2208 minRedefining Energy - Minutes / Archives 2022-2348. Gas & Solar prices crater, Energiewende on steroids, crazy deal activityEvey Sunday, Laurent and Gerard discuss the news in the Energy Transition. This week:- Solar and Gas prices crater- Germany survives 2022 with the Energiewende on steroids- Crazy number of deals closed at the end of 2022- Best performing commodity of the year will surprise you
2023-01-0807 minRedefining Energy89. Our Predictions for 2023 - Jan23Happy new year 2023 to all our listeners. In this Episode, it is Nostradamus vs. Cassandra all over again: Laurent and Gerard review their 2022 predictions (Episode 65) and look forward to the future.How accurate were our two co-hosts’ predictions for 2022? 1) The Energy Transition is not going to be a smooth ride2) The Hydro and water crisis3) The decade of geothermal4) High Energy Prices5) Elon Musk out of Tesla6) Power Market Structure Reform.Overall, it seems to be another draw. You’ll be the judge.And here are our new Pred...
2023-01-0230 minRedefining Energy - Minutes / Archives 2022-2347. 2022: A year in review (2/2)Gerard and Laurent present their review of 2022 (2/2)- Incredible IRA- Power to the people- China’s leadership- Schadenfreude for meltdowns (ESG, Crypto, SPACs)- Book of the Year: VOLT RUSH
2022-12-2508 minRedefining Energy - Minutes / Archives 2022-2346. 2022: A year in review (1/2)Gerard and Laurent present their review of 2022 (1/2)- Year of volatility- Year of winners and losers- Year of sanctions- Year of government interventionsSecond part next week
2022-12-1807 minRedefining Energy88. The Solar Juggernaut - dec22Another year of explosive growth for the Solar Industry: production above 300GW, +45% yoy. What’s behind this staggering growth? How are the supply chain evolving? What are the “Fab four” and what new technology are they pursuing? Why are the prices not going down? How can the development of ESG in supply chain be assessed? How will the industry look in 5 years?So many questions for this booming industry and it is just starting: Solar PV capacity is expected to almost treble over the 2022-2027 period, growing by 1.5TW and surpassing coal as the largest source of power capaci...
2022-12-1531 min