Shows
Redefining 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 202024-12-2317 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=VXwGvLj4rak2024-12-1614 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=aAbr4byi4142024-07-2215 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 Maximum2023-10-0808 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 struggling2023-07-0909 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. Goodenough2023-07-0207 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” Grant2023-06-1809 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 Barnard2023-05-2807 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 auction2023-05-1407 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/Mk8i62023-03-2609 minRedefining Energy - Minutes / Archives 2022-2353. Happy Anniversary; From Russia with Oil ; profits, conspiracies and Molecules vs. ElectronsEvery Sunday, Gerard and Laurent debrief the news in the Energy Transition.On the menu for this 1 year anniversary of the show:-From Russia with Oil-BigOil and the Energy Transition-Enel top of the league-Who blew up the Nordstream pipeline?-News about Nextracker, CATL, Redwood, Adani2023-02-1209 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 war2023-02-0509 minRedefining Energy - Minutes / Archives 2022-2351. French baguette, Germany's bureaucracy, Eskom basket caseGerard and Laurent debrief last week's news in the Energy TransitionThis week:-Save the French baguette-Security trumps bureaucracy: Germany frees itself from Russian gas-Eskom’s basket case-Blackout in Pakistan2023-01-2907 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 booming2023-01-2208 minRedefining Energy - Minutes / Archives 2022-2349. Wind records, China offshore titans, Hydrogen pipedreams, a French leader in batteriesEvery Sunday, Gerard and Laurent debrief last week's news in the Energy Transition.This week:- The answer is blowing in the wind- Gigantic turbines in China- Crazy batteries plans- Hydrogen pipe dreams- SunCable collapses- French success in Australia (and it is not submarines)2023-01-1508 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 you2023-01-0807 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 RUSH2022-12-2508 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 week2022-12-1807 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 minRedefining Energy - Minutes / Archives 2022-2345. Wind laughs in America and Asia, cries in Europe; new lithium mine in Brazil; Data centers in dangerEvery Sunday, Gerard and Laurent discuss the recent events in the Energy Transition- A new Coal mine in the UK- Lots of M&A in Australia- First floating offshore wind auction in California- In Europe, the wind industry is becoming the whinging industry- New lithium mine in Brazil- Amber alert in Ireland’s data centers2022-12-1107 minRedefining Energy - Minutes / Archives 2022-2344. Dunkelflaute, Oil Caps, EU and IRA, Quebec, BiogasEvery Sunday, Laurent and Gerard discuss the Energy Transition:- A Dunkelflaute and its consequences- Price caps?- EU reacts to the US Inflation Reduction Act. Airbus of the Energy Transition or flight to Quebec?- Biogas is the hottest sector2022-12-0407 minRedefining Energy - Minutes / Archives 2022-2343. Batteries, Australia, Green CertificatesEvery Sunday, Gerard and Laurent discuss last week's news in the #energytransition. This week:- The financing of investment in the Energy Stationary Storage is simply exceptional (US, UK, Australia, India)- It’s “Game Over” for coal in Australia- Price of Green Certificates goes ballistic2022-11-2706 minRedefining Energy - Minutes / Archives 2022-2342. COP27: good/bad/ugly, Rimac, CryptoEach Sunday, Gerard and Laurent discuss last week's news in the Energy Transition. On the menu:- COP27: the Good, the Bad and the Ugly- The Rimac Nevera breaks speed records- The downfall of FTX and Crypto is good for the Planet2022-11-2007 minRedefining Energy - Minutes / Archives 2022-2341. Solar parking lots, Nuclear, Winners & Losers of the Energy TransitionEach Sunday, Laurent and Gerard debrief last week's news in the Energy transition:- Good news from France (renewables payback, solar parking lots)- Bad news from France (Nuclear, as always)- Winners and losers of the Energy Transition- COP27 first week round up2022-11-1307 minRedefining Energy - Minutes / Archives 2022-2340. Poland goes Nuclear, Biomethane gets huge, BigOil excess cashGerard and Laurent debrief last week's news in the Energy Transition- Poland goes Nuclear (and Central Europe will follow)- What is BigOil doing with its cash?- Huge investments in Biomethane - “Are you going to COP?”2022-11-0609 minRedefining Energy85. Energy Trading: the "Lehman Moment" - nov22The war in Ukraine has triggered a dislocation of Energy markets, especially in Europe. This has led to a point a few months ago when governments had to bail out all Utilities which were caught on the wrong side of Energy Trades. Trillions of derivatives threatened to trigger a “Lehman moment”.How did we get there? Are the Energy markets the culprits or just the symptoms? Are they beyond repairs or can they be reformed? Do they even need to be reformed? As Regulators are coming up with new ideas every week, we bring on the show the lege...2022-11-0131 minRedefining Energy - Minutes / Archives 2022-2339. Equinor above Exxon, China offshore windEvery Sunday, Gerard and Laurent review last week's news:- Are we back to normality?- Equinor’s quarterly are higher than Exxon’s and Gerard is not happy.- A new offshore wind farm in China, bigger than the North Sea. Wow- And Tesla’s results never cease to marvel us2022-10-3007 minRedefining Energy - Minutes / Archives 2022-2338. Failing Nuclear, BP renewable gas, Democratic People’s Republic of BrusselsEvery Sunday, Gerard and Laurent discuss last week news in the Energy Transition. On the menu:- Gas and Solar replace failing Nuclear this Summer- Laurent meets fans in Birmingham’s Solar & Storage show. Boom time everywhere!- The Democratic People’s Republic of Brussels wants to abolish energy markets- BP invests big in renewable gas2022-10-2308 minRedefining Energy - Minutes / Archives 2022-2337. Hydrogen lot of talks/ not much action, the worst in the Energy market is behind, Brookfields controls WestinghouseEvery Sunday, Gerard and Laurent debrief last week news in the Energy Transition. On the menu:- Laurent behind enemy lines at the World Hydrogen Congress- Energy markets down and volatile. The worst is over- Deal of the week: Gemini Quinbrook. 1.4GWh Solar Storage Nevada- Westinghouse sold by Brookfields to Brookfields2022-10-1606 minRedefining Energy84. Floating Offshore Wind - oct22Offshore Wind was one of the great development successes of the past decade, growing in 10 years from a few pilot projects to a real industry. Two zones have been at the fore front: the North Sea (with 30GW as of 2021) and China (with +20GW). Better tech, burgeoning supply chain and infrastructure, and a dramatic fall in cost have created tailwinds for this industry.Offshore Wind is now a technology considered all around the world. However, there is a little problem: the fixed bottom Offshore Industry has benefited from a unique feature of the North Sea, i.e. shallow...2022-10-1530 minRedefining Energy - Minutes / Archives 2022-2336. RWE in America, Innovations in storageEvery Sunday, Gerard and Laurent discuss the main news in the Energy Transition. This week:- Energy markets continue to be upside down- RWE 7bnUSD US acquisition of ConEd renewables is the deal of the year- Super innovations in the storage sector (Form Energy, Vanadium flows)- World Nuclear Industry Report Status is outhttps://www.worldnuclearreport.org/World-Nuclear-Industry-Status-Report-2022-870.html2022-10-0906 minRedefining Energy - Minutes / Archives 2022-2335. Gerard’s 6 rules, Coal more expensive than OilEvery Sunday, Laurent and Gerard revisit last week's news in the Energy Transition. This week:- Gerard’s 6 rules: 1. Re-Wire / 2. Re-Source / 3. Re-Industrialize / 4. Re-Invest 5. Re-Regulate / 6. Re-Design - Meanwhile Belgium closes a perfectly operational N-plant- Coal is more expensive than Oil2022-10-0209 minRedefining Energy83. The rising tide of Electric Shipping - oct22Decarbonising the shipping industry seemed very aspirational until recently. Lofty goals are out there: “The International Maritime Organization (IMO) has set an ambition to reduce the carbon intensity of emissions from shipping by at least 40% by 2030, and 70% by 2050, compared with 2008 levels. To achieve this, the shipping industry needs to unite in taking urgent action.” While a lot of talks are centered around hydrogen or ammonia, it is once again the batteries that are making the difference. Namely, advances in batteries and the genuine advantages of electric propulsion vs fuel propulsion are now creating a perfect technical and economic laun...2022-10-0127 minRedefining Energy - Minutes / Archives 2022-2334. Great deals despite the crisis, US Senate ratifies KigaliEvery Sunday Gerard and Laurent debrief last week's news in the Energy TransitionThis week- During the crisis, the Energy transition sails on. Great deals by Partners Group, Terra-Gen and KKR- Gerard buys wood, and calls the Peak Gas- US Republican Senators vote an International Environmental Treaty!2022-09-2506 minRedefining Energy - Minutes / Archives 2022-2333. Germany & Rosneft, Green cryptos, LightsourceBP #1Every Sunday, Gerard and Laurent discuss last week's news in the Energy Transition. This week- Germany takes over Rosneft- “The merge” or how crypto got green- Hats off to Patagonia- LightsourceBP number 1 solar developer- Gerard, please stop talking about French Nuke2022-09-1807 minRedefining Energy - Minutes / Archives 2022-2332. Lehman moment, Solar, Hydro IndonesiaEach Sunday, Laurent and Gerard debrief last week's news in the Energy Transition. On the menu:- RIP QE2- Lehman Moments in the European Energy sector- Solar saves the day- Massive Hydro projects in Indonesia financed by China2022-09-1106 minRedefining Energy - Minutes / Archives 2022-2331. Hornsea 2, Solar records, Climate disastersEach Sunday, Gerard and Laurent debrief last week's news in the #energytransition- Gerard writes a lot about the European Energy Crisis… and nothing is simple- Hornsea2, the largest offshore wind farm in the world, starts operation.- Solar breaks new records… and IEA got it SO wrong- Poor Pakistan and Sichuan, victims of climate changehttps://www.linkedin.com/posts/gerard-reid-62164b9_electricity-energy-gas-activity-6969542433374101505-bHsK?utm_source=share&utm_medium=member_desktophttps://www.linkedin.com/posts/gerard-reid-62164b9_energycrisis-europe-european-activity-6971343131434721280-cgin?utm_source=share&utm_medium=member_desktop2022-09-0408 minRedefining Energy - Minutes / Archives 2022-2330. Market melt-up, NATO, NuclearEvery Sunday, Gerard and Laurent discuss last week's news in the Energy Transition.On the menu (and its is gigantic rant)- European Energy is in melt up, but Olaf and Justin are losing precious time signing BS non-binding Hydrogen agreements- NATO should take over the European Energy system- Can nuclear be fixed?- Fortunately, Solar keeps growing everywhere2022-08-2807 minRedefining Energy - Minutes / Archives 2022-2329. Market dislocation, Hungary giga, Bill GatesEvery Sunday, Gerard and Laurent discuss last week's news in the Energy Transition.On the menu:- Total dislocation of the European Energy markets (but capitulation is not an option)- Hungary is the promised land for Gigafactories in Europe- Bill Gates’ nuclear dreamsReference:https://twitter.com/MegaWattXinfo/status/1560584007674257414?s=20&t=zMaz_ChXTIX3pbzTB6VSSwhttps://twitter.com/LionHirth/status/1560612090917752832?https://twitter.com/ewesoff/status/1560353398444003328?s=20&t=zMaz_ChXTIX3pbzTB6VSSws=20&t=zMaz_ChXTIX3pbzTB6VSSw2022-08-2108 minRedefining Energy - Minutes / Archives 2022-2328. Extraordinary Inflation Reduction Act, largest EU solar parkEach Sunday, Gerard and Laurent discuss last week's main news in the Energy Transition. On the menu:- Mother of all Climate law in the US, the Inflation Reduction Act: IRA = GDC (Global Distribution of Carrots). - UK energy policy is rudderless; expect a popular revolt soon.- Largest Solar Park in Europe energized (600MW).Resources:https://twitter.com/megawattxinfo/status/1556896127261229057?s=21&t=siOHu3x-A19xdOh7CP_dCAhttps://www.power-technology.com/news/iberdrola-francisco-pizarro/2022-08-1407 minRedefining Energy - Minutes / Archives 2022-2327. Four horsemen of the Apocalypse, Coal plant in Turkey, High Integrity CarbonEach Sunday, Laurent and Gerard debrief last week's main news in the Energy Transition. On the menu:- The four horsemen of the Apocalypse (gas, coal, nuclear, hydro) plague the European Grid- Record profits for Big Oil - New coal plant in Turkey, financed by China, running on Russian coal - High integrity carbon principles (IC-VCM)https://icvcm.org/Check this great article on the sorry state of the French nuclear parkhttps://jeromeaparis.substack.com/p/edfs-woes-are-a-bigger-long-term2022-08-0707 minRedefining Energy - Minutes / Archives 2022-2326. Super Tesla, Market power reformEach Sunday, Laurent and Gerard debate the last news in the Energy Transition. On the menu:- Tesla still walking on water- Consolidation in the EV Battery sector- The impossible reform of power markets: UK has a go at it, and Gerard has a strong opinion on the subject2022-07-3108 minRedefining Energy - Minutes / Archives 2022-2325. Heat waves, Stupid EU Commission, U.K. offshore windEach Sunday, Gerard and Laurent review last week's news in the Energy Transition. On the menu:- Blistering heatwaves causes havoc in strained energy systems- A stupid gas proposal by the EU commission because Brussels is flying blind- UK Offshore Wind load factor is higher than French nuclear- Congrats to Zeigo/Schneider #1PPA platform2022-07-2408 minRedefining Energy - Minutes / Archives 2022-2324. Disgraceful EU Taxonomy, Hydrogen slugfest, LNG Qatar, EVs, Heat PumpsGerard and Laurent weekly talk about the Energy Transition. On the menu:- Gas in the EU taxonomy is a disgrace- Heated debate on HydrogenLINK: https://www.youtube.com/watch?v=cFCxZFFElmQ - Incredible LNG expansion in Qatar- Daikin invests big in heat pumps- Staggering growth of EV sales in China2022-07-1706 minRedefining Energy - Minutes / Archives 2022-2323. EDF nationalised, Uniper bailed out, 11GW U.K. renewable auctionEach week, Gerard and Laurent talk about the Energy TransitionOn the menu:- 100th podcast!!!- The week when the shorts came home to roost. Short power, EDF is nationalised in France and short gas, Uniper is bailed out in Germany- Meanwhile, in the UK, 11GW of renewables benefited from a CFD auction below 50GBP/MWh. Big winner: offshore wind.2022-07-1006 minRedefining Energy - Minutes / Archives 2022-2322. BP Statistics, Bankruptcies, Swiss Pumped Hydro 900MW,Each Sunday, Gerard and Laurent discuss last week's main news during the Energy Transition. On the menu:- Uniper goes bankrupt- BP Statistical Review is out, with very interesting information- New 900MW Pumped Hydro plant in Switzerland- Record raise for Brookfield2022-07-0307 minRedefining Energy77. Subsea interconnectors - jul22Subsea interconnectors are a very discreet sector, it entails decade-long developments…but are developing fast and have become critical to increasing renewables penetration and enhancing energy security. They were originally developed around the North Sea and the Baltic Sea by TSO (Transmission System Operators) but have now caught the interest of large private infrastructure investors. Those HVDC cables, running for hundreds of kms under the seabed, can carry (in both ways) power equivalent to a nuclear plant.How are those projects being developed? What are their revenue models? What are the technical options? What does the future look li...2022-07-0130 minRedefining Energy - Minutes / Archives 2022-2321. Energy rationing, Coal has a methane problem, Heat pumps growthEvery Sunday, Gerard Reid and Laurent Segalen review the main events of last week in the Energy Transition. On the menu:- Germany prepares for gas rationing……while the global coal market is in turmoil and coal mines are spewing methane - Winners and losers of the energy crisis meet at Conferences- Heat Pumps are growing much faster than the most optimistic predictions2022-06-2608 minRedefining Energy - Minutes / Archives 2022-2320. Special episode on TeslaEvery Sunday, Gerard Reid and Laurent Segalen review the main events of last week in the Energy Transition. On the menu:- a special episode on Tesla2022-06-1908 minRedefining Energy - Minutes / Archives 2022-2319. Most stupid statement of the year, Communist Brussels, Solar tariffs waived, wind curtailmentsEvery Sunday, Gerard Reid and Laurent Segalen review the main events of last week in the Energy Transition. On the menu:- Stupid statement by Chevron’s CEO on rising fuel prices- EU Commission goes communist - Biden waives tariffs on solar- Wind developments and curtailments2022-06-1206 minRedefining Energy - Minutes / Archives 2022-2318. ESG loses, Home batteries, China’s 14th plan, RimacGerard and Laurent talk weekly about their main take-aways in the Energy Transition news.This week:- Zoom vs ExxonMobil – ESG loses- Home batteries in Germany- The sun rises in Australia- 14th Plan in China: all electrons- Kudos to Rimac – luxury EV manufacturer2022-06-0508 minRedefining Energy - Minutes / Archives 2022-2317. Expensive fossil fuels, Windfall taxes, SiemensGerard and Laurent talk weekly about their main take-aways in the Energy Transition news.This week:- Crazy expensive gasoline and diesel- Windfall taxes and government interventions- Siemens Energy pays a lot to buy out Siemens Gamesa’s minorities- More interconnectors2022-05-2908 minRedefining Energy - Minutes / Archives 2022-2316. Repower EU, ESG 👎🏻 , EDF meltdown, KKR big acquisitionGerard and Laurent talk weekly about their main take-aways in the Energy Transition news.This week:- RePower Europe is really about Hydrogen- ESG & Tesla: “Extra Stupid Garbage”- EDF endless meltdown- KKR 2bnUSD acquisition of Contour Global2022-05-2207 minRedefining Energy74. The new profile of Energy Transition Funds - may22There is not a single day when we don’t hear about new funds being raised to finance the Energy Transition. As very few funds are listed on Exchanges, and it is estimated that more than 2/3 of the Energy Transition is currently financed on private markets, for which there is limited public available information.Today, we attempt to lift the veil on those VC (Venture Capital), PE (Private Equity), Infrastructure funds which all working to finance the Energy Transition. Who invest in those funds, how they are managed, how do they evolve, what is the “special relationship” between GPs (G...2022-05-1625 minRedefining Energy - Minutes / Archives 2022-2315. Party 🎉 at Intersolar, Russian gas train wreck, flaring scandalGerard and Laurent talk weekly about their main take-aways in the Energy Transition news.This week:-Gerard and Laurent go to Intersolar, Munich. Party!- Russian gas trainwreck continues and the German government is on the hook- The endless scandal of gas flaring- Blackrock does a 180 on ESG2022-05-1507 minRedefining Energy - Minutes / Archives 2022-2314. Wind industry in pain, Stanford donation, Shell in IndiaGerard and Laurent talk weekly about their main take-aways in the Energy Transition news.This week:- Ocean of pains in the Wind industry- Laurent bursts into Flame- 1bnUSD donation to Stanford for climate- Shell invests big in India's solar- Russian Oil ban? What Russian Oil ban?2022-05-0808 minRedefining Energy - Minutes / Archives 2022-2313. Russia cuts gas to Poland and Bulgarian(who’s next?), Amazon PPA program, Record closing for GeminiGerard and Laurent talk weekly about their main take-aways in the Energy Transition news.This week:- Russia cuts gas to Poland and Bulgaria- Amazon PPA program- Financial close at 2USDbn solar+storage Gemini- Record heatwave in India, PakistanLiz Truss, UK Foreign Minister speech 28/4/22https://youtu.be/L4twtS4MpEw“We recognise that growth from cheap gas and money syphoned from kleptocracies is growth built on sand. It’s not the same as real, sustained growth from higher productivity and greater innovation.”2022-05-0206 minRedefining Energy73. High energy prices vs. the Energy transition - may22Over the past few months, energy prices have gone through the roof, and Russia’s invasion of Ukraine has put energy security on the front burner. We can legitimately ask ourselves: Are high energy prices and the need for energy security tanking or boosting the Energy transition?Of course, we now are seeing the fossil fuels lobbyists making victory laps, telling “we told you so”, “forget about net-zero” “This is La-la land”, “That’s the consequence of ESG”. In our opinion, that is just grand standing.To try to understand where the Energy Transition is heading, we have invited one...2022-05-0127 minRedefining Energy - Minutes / Archives 2022-2312. US Natgas up, Battery hyper growth, Solar curtailmentsGerard and Laurent talk weekly about their main take-aways in the Energy Transition news.This week:- US NatGas goes through the roof (but still 4x cheaper than in Europe)- US battery sector in hypergrowth mode- Tesla’s margins. Wow!- First curtailments for Solar in Spain2022-04-2506 minRedefining Energy - Minutes / Archives 2022-2311. China leader in Renewables (and Coal), Germany Mike Tyson or George’s Patton?, low hydro levelsGerard and Laurent talk weekly about their main take-aways in the Energy Transition news.This week:- China's staggering growth in renewables (and coal)- Can India catch up with China?- Germany new Energy plan: Georges Patton or Mike Tyson?- Scarily low hydro levels2022-04-1907 minRedefining Energy - Minutes / Archives 2022-2310. Gerard in 🇺🇸, Portugal Solar Auction negative, Direct Air CaptureGerard and Laurent talk weekly about their main take-aways in the Energy Transition news.This week:- Gerard goes to America and returns upbeat- Portugal floating solar auction goes negative- Mitsui deploys development capital around the world- A major investment in Direct Air Capture- GigaTexas opens. Tesla rules!2022-04-1107 minRedefining Energy - Minutes / Archives 2022-239. Biden brings a knife to a gunfight, Ember Report on Electricity, OrstedGerard and Laurent talk weekly about their main take aways in the Energy Transition news.This week:- Oil/Metals – the Biden Administration brings a knife to a gunfight- China suffers from high international Energy prices- Ember Report on Global Electricity: beyond the headlines- Orsted farms out 50% of Hornsea 2 offshore wind2022-04-0406 minRedefining Energy - Minutes / Archives 2022-238. US LNG exports, GigaBerlin, SEC, Wind farms minting moneyGerard and Laurent talk weekly about their main take aways in the Energy Transition news.This week:- Who runs US Energy exports? Joe Biden or Charif Souki?- Opening of GigaBerlin- UK wind farms are minting money for the taxpayer- SEC unveils new Climate Disclosures2022-03-2805 minRedefining Energy - Minutes / Archives 2022-237. Utilities bail-out, Ukraine, E-flying TextronGerard and Laurent talk weekly about their main take aways in the Energy Transition news.This week- Bail-out week for European Utilities- Ukrainian Grid synchronizes with European Grid- Much delayed Finland’s Nuclear plant starts- Textron acquires Pipistrel (e-aviation)2022-03-2106 minRedefining Energy70. Why digital management of Batteries matters? - mar22The deployment of Li-Ion batteries has exploded in recent years and is expected to enjoy a 30% annual growth until 2030. But those very critical pieces of hardware need a brain to fully function, and that is where software kicks in. In fact, they are two layers of software: the operating system, monitoring the functioning of the battery and the cloud system that interacts with the global electricity system and the power markets. Managing batteries revenues widely differs from geography to geography. Revenues can be categorised in three captions: a) short term ancillary service: daily auctions for primary, secondary, and tertiary reserve...2022-03-1628 minRedefining Energy - Minutes / Archives 2022-236. Energy market chaos, Nickel, Macquarie, Digital platformsGerard and Laurent talk weekly about their main take aways in the Energy Transition news.This week- Energy market chaos continues, and Energy policies are improvised- Nickel explodes- Nukes extensions- Macquarie expands- Investments in solar digital platforms2022-03-1410 minRedefining Energy - Minutes / Archives 2022-235. Ukraine Energy war, Chevron in biofuels, Floods in Australia, Enercon hackedGerard and Laurent talk weekly about their main take aways in the Energy Transition news.This week- War in Ukraine creates unprecedented chaos on the Energy markets- Not all western Energy companies have exited Russia- Opening of Tesla Berlin- Chevron invests in biofuels- Apocalyptic floods in Australia- Enercon hacked- Who read the last IPCC report?2022-03-0708 minRedefining Energy69. Escape from Russia: Rewiring Europe - mar22The war in Ukraine is a total gamechanger. Beyond the personal drama and misery inflicted on millions of human beings, it triggers a tremor in the world of Energy of a magnitude not seen since the Oil shocks of the 70’s.As Energy Security becomes front and center, Gerard and Laurent try to understand the short-term implications on the Energy landscape. Are we moving away from the energy transition or are we going to align energy security with the energy transition?Politicians have a chance to rise and make radical decisions. We have the human and financial ca...2022-03-0123 minRedefining Energy - Minutes / Archives 2022-234. Ukraine Ukraine Ukraine, US wind offshore auction, IEA methaneGerard and Laurent talk weekly about their main take aways in the Energy Transition news.This week- Ukraine, Ukraine, Ukraine... but we have decided to do a special Episode on March 1st on the main showOther news- Successful US Offshore Wind auction- Tesla incredible plans- IEA report on methane2022-02-2805 minRedefining Energy - Minutes / Archives 2022-233. The weather, Weaponisation of Energy, Down underGerard and Laurent talk weekly about their main take aways in the Energy Transition news.This week- Warm and Windy weather- Ukraine and the weaponisation of Energy- Australia early retirements of coal plants2022-02-2106 minRedefining Energy - Minutes / Archives 2022-232. BigOil Boys are back in town, Nuclear debacleGerard and Laurent talk weekly about their main take aways in the Energy Transition news.This week- Big Oil boys are back in town- The French nuclear debacle2022-02-1406 minRedefining Energy - Minutes / Archives 2022-231. Welcome to the new show. Carbon prices record high, misery in the wind industryGerard and Laurent talk weekly about their main take aways in the Energy Transition news.This week- record carbon prices- crisis in the wind industry2022-02-0705 minRedefining Energy65. Our Predictions for 2022 - jan22Happy new year 2022 to all our listeners. In this Episode, its Nostradamus vs. Cassandra all over again: Laurent and Gerard review their 2021 predictions (Episode 42) and look forward to the future. How accurate were our two co-hosts’ predictions for 2021?1) “The Empire strikes back”, legacy players in the Energy and Automotive sectors will bounce back2) The unstoppable development of renewables3) The SPACs* valuation hang-over, most of them imploding after reaching unjustifiable valuations4) The tipping point in EVs production and adoption5) The renaissance of the Carbon markets6) The growing leadership of China in the Energy Transition…Get...2022-01-0230 minRedefining Energy60. From Energy Transition to Energy Crunch: The “Natgaspocalypse” - oct21For the past decade, Natural Gas has been promoted as the “Clean, Reliable and Cheap” fuel to assist the Energy Transition. Well that cosy theory, heavily promoted by the fossil fuel companies, is collapsing in front of our eyes with the Gas crunch affecting Europe, Asia and Latin America. As of 6 October 2021, TTF (the Dutch gas hub) front month prices briefly touched 160EUR/MWh, 8 times higher than where they were at beginning of the year, and equivalent to a staggering 56USD/mmbtu or 350USD/bbl of Oil.In this episode, that we record almost live, Gerard and Laur...2021-10-1522 minRedefining Energy59. Long Duration Energy Storage: the “Final Frontier” - oct21What are the technological options to compensate for – as the German say - the “Dunkelflaute” (dark doldrums), those winter weeks of low winds and low solar? That’s the code that will have to be cracked by Long Duration Energy Storage (above 8 hours and up to several days). Because, if no realistic solution is implemented in the coming years, we will still have gas peakers in the XXIIth century.Gerard and Laurent have invited Michael Barnard, an internationally recognised technology cleantech consultant, with world-class expertise on grid storage technology, electrification, and hydrogen. Together we review and analyse the various...2021-10-0133 minRedefining Energy57. Methane, the invisible elephant in the room - sep21Methane is the largest source of greenhouse gas after CO2. The latest IPCC report has flagged the issue as “Code Red”. Until recently, Methane Emissions had not been universally monitored nor managed. Hence, how can Natural Gas legitimately claim that is it is a “bridge fuel” in the fight against Climate Change? Thankfully, the landscape is starting to evolve; and it’s about time, as methane emissions represent 8x those of the much-publicised aviation sector.Behind this major improvement is the non-for-profit MIQ, co-piloted by the prestigious RMI (Rocky Mountain Institute). MIQ had devised a ranking system for all Oil an...2021-09-0134 minRedefining Energy56. How to decarbonise Aviation? - aug21The future of Sustainable Aviation is a very hot topic, but there are currently more questions than answers: How much of the aviation can be electrified? Will innovation come from start-ups teaming up with VCs or large OEMs? What new systems will have to be designed and certified? Is Hydrogen a solution or a fantasy? What role will biofuels and e-fuels play?To enrich the debate, Gerard and Laurent have invited Toby McCann to assess the various routes. Toby McCann is an Aviator and an Aircraft Engineering manager at Thales, veteran of the Fleet Air Arm with over 25...2021-08-1529 minRedefining Energy53. Oil Majors: the journey from molecules to electrons - jul21Navigating the Energy Transition for an Oil Major is not that simple. Decades-old simple centralised molecules energy systems are making way to decentralised electrons models. Some Oil Majors have simply decided to ignore the Energy transition, others - like Shell - are trying to adapt their business to it. A trading company by DNA, Shell has decided to mostly focus its strengths on the mid-stream and downstream segments. New businesses are being launched or acquired, centred around digital, trading, Virtual Power Plants (VPP) and EV charging. It is still early days to conclude if Shell will be able...2021-07-0135 minRedefining Energy48. Solar & batteries: can China’s dominance be challenged? - apr21China manufactures 2/3 of the world’s solar panels and 2/3 of the world’s batteries. How does it look on the ground? What technological advances do Chinese companies have and what does it means for the future? There is no better source of knowledge on the subject of Solar and Batteries that someone based in China and whose teams are inspecting hundreds of factories. This is for real; and, as usual in China, dynamics are complex… but the results are staggering. Andy Klump, CEO of CEA (Clean Energy Associates) share with Gerard and Laurent his world-class expertise of what’s happen...2021-04-1526 min