Redefining Energy
Two investment bankers, Gerard Reid from Berlin and Laurent Segalen from London, explore how technology, finance, markets, and regulations are radically redefining the world of energy. Topics include renewable energy, electric cars, hydrogen, battery storage, and digitization. The podcast provides weekly insights into the transformation of the energy sector.
Episodes
232. GB’s NESO: the “cool” operator - Jun26
Gerard and Laurent have the pleasure of welcoming Fintan Slye, CEO of NESO — Great Britain’s National Energy System Operator. In a lively and wide-ranging discussion, we explored NESO’s governance and its critical role across the British energy system: from real-time system operation — balancing supply and demand every second — to whole-system planning, market design, and transmission network ope
231. Car Wars: China vs. the West - Jun26
The global auto industry is splitting into two very different worlds — what legendary auto expert Michael Dunne calls “a tale of two countries.” Dunne, CEO of Dunne Insights LLC, has spent decades at the centre of the industry, including leadership roles as President of General Motors Indonesia and Managing Director of JD Power China. On one side stands the United States, increasingly resembling
230. The growing complexity of battery fleet management - May26
The BESS market is growing at a phenomenal pace. You would think battery management is becoming easier. The reality? It is becoming increasingly complex. Between data risks, a growing number of suppliers, vertically disintegrated component chains, and constantly evolving software stacks, investors can quickly lose control of their battery fleets. Only a handful of companies truly operate in the
229. Climate Tech reinvented: from green molecules to green electrons - May26
Where is Climate Tech heading? Certainly not dead — but constantly reinventing itself. So much so that you begin to wonder whether the label itself has outlived its original meaning. Laurent and Gerard welcome Kim Zou, co-founder and CEO of Sightline Climate, the data and research platform mapping the climate-tech economy, and author of some of the sector’s most influential newsletters, including
228. Decentralizing Power: The Rise of Behind-the-Meter Energy - May26
The power system is aging and poorly equipped to handle the rapid, large-scale shift toward renewables. According to Philipp Schröder, CEO of 1KOMMA5°, the real solutions lie “behind the meter.” Gerard and Laurent sit down with Schröder to unpack what it will take to unlock the so-called “Behind the Meter” revolution. Schröder is among a small group of European founders aiming to build a vertica
227. Wind + Grids = Energy Security - May26
Gerard and Laurent welcome Tinne Van der Straeten, CEO of WindEurope—the leading voice of the wind industry in Europe, representing more than 600 members across the entire value chain. Tinne brings a distinctive perspective to the discussion. As Belgium’s Minister for Energy during the 2022 Russian invasion of Ukraine, she experienced an energy crisis firsthand. Her background in policymaking offe
226. Energy trends and shocks: from “range anxiety” to “pump anxiety” - Apr26
Ember released its 2026 Global Electricity Review (GER26) last week—an extraordinary report showing that 100% of new global electricity generation has been met by renewables. At the same time, the decade’s “twin energy shocks” (Russia in 2022 and Hormuz in 2026) are accelerating existing trends. What do the latest numbers tell us—and what do they mean? Laurent and Gerard are joined by a great fri
225. US Utilities vs Hyperscalers - Apr26
In episode 219, we analysed the relationship between hyperscalers and US utilities from the hyperscaler perspective. To complete the picture, we revisit the debate from the utility’s point of view.Gerard and Laurent welcome Rajiv Bazaj, VP of Solutions Sales at Constellation, to understand how utilities approach this rapidly evolving landscape. Spun out of Exelon a few years ago, Constellation was
224. From Wind farms (yield) to Datacenters (growth) - Apr26
Laurent and Gerard sit down with Paul O’Donnell, Partner at SchrodersGreencoat, a fund manager that has invested more than €13 billion and controls over 400 renewable energy assets across Europe, the Americas, and Asia. Paul has spent 17 years at Greencoat and became Partner in 2022, following Schroders’ acquisition of the platform, which itself was acquired by Nuveen in 2026. Greencoat has a dist
223. Solar + Storage: The Economic Core of the Future Grid - Apr26
Gerard is invited by Ana Conde from PVcase to make the case for solar paired with storage as the economic foundation of the future energy system.We are in the midst of a technological revolution driven by electrification and AI. But building the energy system that can power this shift requires more than adding new capacity — it demands system-level thinking, new coordination mechanisms, and new fi
222. Understanding Energy and Technology in China - Mar26
Laurent and Gerard speak with Dr. Michal Meidan, Head of China Energy Research at the China Energy Research Programme at the Oxford Institute for Energy Studies, about the profound transformation reshaping China’s energy system. At the heart of the discussion is the country’s pivot from “molecules” to “electrons” — a structural shift from fossil fuels toward electrification powered by renewables,
221. LNG – Hormuz – “Apocalypse Now” - Mar26
Gerard and Laurent host Ira Joseph, a leading expert on gas and LNG markets at the Columbia Center on Global Energy, to explore how the Middle East conflict is reshaping the industry.In normal times, LNG supply is led by Qatar, the U.S., and Australia, with prices anchored to benchmarks like Henry Hub, TTF, and JKM. Before the war, markets were relatively well supplied, keeping prices stable.Three
220. Deal Trends for M&A and Energy Financing - Mar26
Six years after her last appearance on the podcast (Episode 28, 15 June 2020), Natasha Luther-Jones returns to join Laurent and Gerard for a lively catch-up on how both her career and the energy sector have evolved. What began with her being dubbed the “Queen of PPA” has expanded into a far broader role — prompting the hosts to crown her the “Energy Empress” as she now operates across the full sp
219. Hyperscalers vs US Utilities - Mar26
While Gerard is fixing his knee, Laurent invites Chris Seiple, Vice Chairman of WoodMac Power & Renewables group, to try to make sense of the scale of the coming power demand surge and the strain it is placing on today’s US market structures.AI-driven datacenter growth is pushing the US power system into uncharted territory. Roughly 180 GW of U.S. electricity commitments tied to datacenters re
218. Climate Tech Battle Royale (Shayle Kann vs. Gerard Reid) - Mar26
Last month, Gerard Reid joined Shayle Kann, Managing Partner at Energy Impact Partners, for a world class and fast-moving conversation on the state and future of Climate Tech. The discussion was organised by Carbon Equity and led by its co-founder Liza Rubinstein Malamud.Originally it featured a third guest, Will Dufton of Giant Ventures, whose contributions were fully edited for this episode (w
217. Lithium, Copper, Silver and other metals go ballistic - Feb26
Lithium has doubled in three months. Copper is printing record highs. Silver went vertical—then collapsed. The move was fast. The reversals were faster. Volatility isn’t elevated. It’s systemic. But this isn’t just another commodity cycle. These metals sit at the core of the energy transition. They’re embedded in batteries, EVs, transmission lines, datacenters, wind turbines, and solar modules. W
216. Clean Energy Equities Market: "Dancing While the Music Plays" - Feb26
Clean Energy equities have comfortably outperformed the major indices in 2025. Laurent and Gerard are joined by friend of the show Shanu Mathew, an equity portfolio manager everyone in the sector knows to unpack what’s really driving this performance. We begin by putting recent returns into a longer-term context — and by flagging an important caveat: some of the strongest results are coming from
215. PPAs, FPAs, IPPs, Flex and Capture rates: new paradigms - Feb26
Luca Pedretti, Co-Founder, Pexapark, returns to discuss how volatility, market design, and new contract structures are transforming power markets and renewable economics. What begins with PPA pricing quickly evolves into a broader conversation about where value is now created in the clean energy system.We start with the growing importance of IFRS 13 fair value accounting. In increasingly volatile
214. Grid Resilience: hot risks, cold solutions - Feb26
Resilience is the buzzword of the moment—from Gerard’s personal resilience on display in Davos last week to the critical issue of grid resilience. The great Doug Houseman draws a useful distinction between reliability and resilience. “Reliability is about how well you keep the lights on, while resilience is about how quickly you can restore power after an outage.” Over the past year, blackouts c
213. Big Funds, Bigger Bets: Inside Infrastructure’s Power Shift - Jan26
The infrastructure fund industry has become one of the most powerful engines behind the rise of renewables and datacenters. With Zak Bentley, Americas Editor, Infrastructure Investor (part of the PEI Group), Laurent and Gerard cut through the noise to deliver a clear-eyed view of where the infrastructure market really stands today. 2025 smashed fundraising records, with c.USD300bn raised, but it
212. Heat Pumps rise again - Jan26
Heat pumps sit at the heart of Europe’s strategy to cut emissions and reduce dependence on imported gas. Under the EU’s REPowerEU plan, the bloc is targeting 60 million heat pumps by 2030. By the end of 2025, almost 30 million units were already installed — progress, but still only halfway to the goal.Gerard and Laurent are joined by Paul Kenny, Director General of the European Heat Pump Associati
211. The last Mile revolution: turning Distribution Networks into Flexibility Powerhouses - Jan26
Laurent and Gerard sit down with Jo-Jo Hubbard, CEO of Electron, to explore why the centre of gravity in the energy transition is shifting decisively toward the distribution grid. Jo-Jo explains why the “last mile” is becoming the true engine of system flexibility, how demand at the edge must become a core resource, and why DSOs aren’t confused about flexibility at all — they simply respond to the
210. Our Predictions for 2026
Happy New Year energy nerdsAs tradition demands (and lawyers insist), the first episode of the year is the annual ritual where Gerard, Laurent, and Michael boldly predict the future of the energy transition… and then publicly roast themselves for last year’s bad calls.Before unleashing our 2026 Predictions, we do a mandatory rewind to the crystal-ball disasters of 2025: The 2025 prophecy graveyard
209. Deals, Scandals and other memorable moments of 2025
For our final episode of the year, Laurent jumped onto the Wolfe Power podcast, where he and host Alex Wolfe took a no-nonsense tour through the big energy moments that shaped 2025. Deals of the Year: The spectacular offshore wind meltdown in the US — Orsted’s year of pain — contrasted with the blazing global boom in battery deployment all over the world, up a staggering 50% year-on-year.The AI &
208. AI vs. Energy: the cost of speed - dec25
Will artificial intelligence reshape the power grid, or will the inertia and complexity of today’s infrastructure slow progress—or even redefine how large language models, chips, and datacenters are designed and located? To meet the exponential rise in energy demand, parts of the industry have taken shortcuts—rapidly adding behind-the-meter capacity through open-cycle gas turbines - OCGT (such as
207. E-Mobility and V-2-X - dec25
Gerard is on stage with Adele Zhao - Trina Solar and Thomas Raffeiner- The Mobility House at the Smarter E Conference.In a conversation hosted by Jonathan Gifford, they discuss about the future for the intersection of e-mobility and renewable energy. The conversation has been released as an Episode of “Powering Through” entitled The Resilience of Renewables. Participants take a closer look at the
206. Renewables Repriced: Hedge Funds and Algo power trading - dec25
For much of the past two decades, renewable energy investment was viewed as a core infrastructure play—favoured by funds and long-term capital seeking predictable, government-backed cash flows. Yet the gradual phase-out of subsidies and the increasing exposure of renewables to wholesale power price volatility have eroded that stability.Are investors misreading the new market dynamics? And can rene
205. Elexon: The Hidden Engine of Britain’s Power Market - nov25
Running a power market isn’t just about generating electricity—it’s about making sure every kilowatt is accounted for. Someone has to calculate who owes what, make sure the rules are fair, and keep the system balanced in real time. Think of it as being an accountant, a banker, and a referee—all rolled into one. In the UK, that vital but largely invisible role is handled by Elexon.Elexon is the Bal
204. Live from COP30 – WTFFF and Other Tales from the Amazon
Laurent sits down with Bruce Douglas, CEO of the Global Renewable Alliance, for a live conversation from COP30 in Belém, Brazil.They explore how COP30 is structured, the role of the Global Renewable Alliance, and the dynamics among participants. The 800-pound gorilla in the room—the United States—hasn’t derailed the negotiations, but one might ask: does it really matter? The real action, Bruce exp
203. Peak Solar - nov25
Solar energy has experienced explosive growth over the past five years — doubling in capacity outside of China and quadrupling within China. But with this rapid expansion come new concerns: Are we scaling too quickly? And is the proliferation of solar now starting to strain power grids, creating more problems than solutions?Enter the concept of the “3 Cs” — Congestion, Curtailment, and Cannibaliza
202. The US Power Industry Mismatch: Large Load Growth vs. Investment Capital - Nov25
Laurent and Gerard have an explosive conversation with Bryan Long, Executive Director in JPMorgan’s Commodities Group.They explore why U.S. energy market signals are failing to support new capacity investments, despite soaring demand (especially from datacenters). Key issues include misaligned pricing, liquidity constraints, and hedging challenges, all of which deter long-term private capital.Key
201. Battery Boom or Policy Bust? The Big EV Divergence - Oct25
We are in the middle of a battery boom, for EVs and even more for BESS. What's really happening in the electric vehicle (EV) market? Is China dominating the field, or are serious alternatives emerging? What roles are Europe, the U.S., and other global regions playing? Which chemistries are winning out, and how are prices trending? These are the questions we ask ourselves every day — and today, Ge
200. “200 slides, Energy, AI, and the End of ESG” with Nat Bullard - Oct25
For our 200th episode, we had the pleasure and privilege of speaking with Nat Bullard, one of the sharpest minds in the energy world. A leading analyst in climate and energy, Nat is known for his clear insights on clean energy, decarbonization, and the global energy transition. Formerly Chief Content Officer at BloombergNEF, he is now also a co-founder of the AI company Halcyon. Nat is perhaps be
199. The LNG Mirage - Oct25
The oil and gas industry is clinging to the narrative that we're entering a "Golden Age of Gas" — especially when it comes to LNG. Riding this assumption, companies have been pouring in investments at an aggressive pace, with plans to double LNG export capacity by the end of the decade.US LNG FIDs are breaking all records in 2025, with 55 mtpa of liquefaction capacity sanctioned since the start of
198. Battery Blitz in Germany - Oct25
Germany is experiencing a battery blitz. The market is expected to triple from 2GW to 6GW in less than two years. To give a bit of context, Zach Williams from Modo Energy, gives us the big picture and fundamentals of the German battery market. Legacy developers have not yet been able to catch that wave, but newcomers have. We bring on one those new pioneers, Philipp Man, CEO of Terralayr. In les
197. The fight for accurate Carbon Accounting and 24/7 Green Power - Sep25
With Gerard away, Laurent invited another Irishman, Killian Daly, to dive into a technical—but critically important—topic: carbon accounting, power procurement, the GHG Protocol (v3), and the push for 24/7 green energy.For as long as we can remember, companies have tried to boost their green credentials—high rewards if successful, limited consequences if they fall short. To curb exaggerated claims
196. Are SAF and Marine Green Fuels worth the Carbon Reductions? - Sep25
Aviation and marine transport together account for approximately 15% of global oil consumption—a substantial share driven by sectors that are among the hardest to decarbonize. Unlike road transport or power generation, these industries face unique constraints: the high energy density required, long operating ranges, and the limitations of onboard storage mean that electrification or hydrogen solut
195. The Battery Doctor - Sep25
Battery technology lies at the core of the global energy transition, but managing and optimizing battery systems has become a highly specialized discipline. ACCURE is a cutting-edge startup that is redefining how batteries are monitored and operated.Using artificial intelligence, advanced sensors, and deep electrochemical expertise, ACCURE has established itself in the field of predictive battery
194. Next-Gen Weather Forecasting: AI, Satellites, and Drones - Sep25
Water, wind, sunlight — the driving forces behind renewable energy. The better we can predict them, the more we can accelerate progress and reduce risk. Weather forecasting is undergoing a quantum leap, powered by breakthroughs in satellites, drones, and artificial intelligence. Once the exclusive domain of national weather services, the industry is now being transformed by a new wave of tech-dri
193. The Seven Deadly Sins of the Energy Transition
Three wise men met and discussed the Seven Sins of The Energy Transition. Laurent, Gerard and Michael dissect seven sectors that have captured attention, investments and public money and are at best dead ends, at worst disasters waiting to happen.Greed — “Subsidy Mining in a Lab Coat” (Carbon Capture & Direct Air Capture)A capital-intensive detour that soaks up public money while delivering tr
192. How AI will revolutionise Energy
Gerard delivered a keynote on Digitalisation, AI, Supply Chains and Electrification at the EcoVadis Global Summit.Gerard Reid argues that we are living through a new industrial revolution driven by digitalization, AI, and electrification, comparable in scale to the steam and automobile revolutions of the past. He highlights how China is rapidly outpacing Western forecasts in areas like AI, solar p
191. “How Big Things Get Done” with Pr. Bent Flyvbjerg (hosted by Michael Barnard)
This is a re-release of the legendary interview by Michael Barnard of Pr Bent Flyvbjerg on our sister show ”Redefining Energy Tech” Professor Bent Flyvbjerg, an expert on megaprojects and author of How Big Things Get Done, shares insights from a database of over 16,000 projects, revealing that 99.5% fail to meet expectations in budget, timeline, or benefits.He stresses the value of learning from s
190. Solar and Flex – Solar Power Summit 2025
This 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 Rivie
189. 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 “En
188. US/Petrostate vs EU/Electrostate – a joint episode with Open Circuit
On July 7th, Gerard and Laurent were invited to appear on the U.S. podcast Open Circuit, alongside Jigar Shah, Katherine Hamilton, and Stephen Lacey. It was an emotional reunion—Jigar and Katherine were part of the original Energy Gang, the very show that inspired us to create our own.We had a rich, two-part conversation. The first part revisited the Spanish blackouts, a topic we had already explo
187. Texas: Power Surge or Power Splurge? - Jul25
Texas is an oddity in the western electricity world: fastest growing load, ultra-low prices, crazy development of renewables. Texas consumes now more power than France, despite having only half the population. Prices are a factor 4 lower compared to 20 years ago. And 90% of additional load has been provided by Wind and Solar, despite the permanent attacks from the fossil fuel lobby.To make sense o
186. Power under Pressure: Fortum’s CEO on Datacenters’ growth and Russian Attacks (Eurelectric)
Laurent had the pleasure and privilege of sitting down with Markus Rauramo, CEO of Fortum, during the Eurelectric “Power Play” conference in Brussels this June. Fortum, the Finnish energy company also active in Sweden and Poland, finds itself right on the front line when it comes to tensions with Russia—not exactly your average utility boardroom drama. The conversation kicks off with Markus’s r
185. Blackouts - Jul25
What 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 serv
184. Market dynamics and Pricing of Battery Materials - Jun25
Six years ago, Simon Moores, CEO of Benchmark Minerals Intelligence shook the world in a now legendary testimony in front of the US Senate. Then, Simon predicted the exponential growth of batteries and the control that China was starting to exert of the supply chains.Fast forward today, we bring in, Caspar Rawles, Simon’s trusted lieutenant, and COO of Benchmark Mineral Intelligence to assess how
183. Energy Security from the front line: Eastern Europe and Renewables - Jun25
Laurent remembers vividly his trip to Sofia Bulgaria in winter 2009 when the Russians had cut the gas for Bulgaria during a -15C winter. Russia was already playing hard ball because of (guess what) a financial disagreement with Ukraine. The blackmail lasted 3 weeks, and the poor Bulgarians were cutting the trees from their equivalent of Hyde Park or Central Park not to freeze to death. Lots of
182. Broken grids and Datacenters load growth - Jun25
We have recently witnessed spectacular black outs: South Australia 2016, Texas Uri 2021, California 2020-21-25 and Iberia 2025. We are not even mentioning fragile grids in the Global South. We will do an episode on those blackouts later this year.The U.S. electrical grid, now over a century old, struggles to meet modern demands. Utilities are slow to adapt, and supply chains are congested, posing
181. “Hot Air” from Tony Blair - May25
The 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
180. The KKR Energy formula - May25
KKR is a Private Equity giant whose involvement in the Energy/Infrastructure sector has grown bigger over the decades. Energy/Infrastructure investments now represents approx 10% of their global Asset under Management of c.700bnUSD.KKR’s approach combines several strategies which are developed in different vehicles from run of the mill yield funds to more risky platforms. Since the beginning of th
179. The future of the Auto Industry: Winners, challengers and zombies - May25
On one hand, tariffs are causing significant disruption in the global automotive industry. On the other, the electric vehicle (EV) market continues to surge, seemingly unaffected. According to the latest Q1 2025 data from Rho Motion, 4.1 million EVs were sold globally in Q1 2025—a 29% year-over-year increase compared to Q1 2024. Growth is particularly strong in China (+36%), followed by Europe (+2
178. Delivering the Wind Reset - May25
Laurent 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 refle
177. The Transatlantic Power Cable: from concept to reality - Apr25
There's been a great deal of excitement and curiosity surrounding the idea of a Transatlantic Interconnector. So, as co-founders, Laurent Segalen and Simon Ludlam, alongside their adviser Gerard Reid, 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 p
176. Renewables are dominating the Electrification of an Energy-hungry world (with Ember) - Apr 25
As we start receiving data for the year 2024 in terms of Energy Production and Consumption, it is time to have a forensic analysis of the global Energy Complex in 2024.Last month we had the always comprehensive IEA Global Energy Review, and now to go deep into Electrification, we just received the Ember's sixth Global Electricity Review. We brought in two of its three authors: Dr Katye Altieri and
175. Capitalizing on the Infrastructure giants’ Blind Spots - Apr25
Capitalizing on the Infrastructure giants’ Blind Spots: How can a specialised PE fund thrive under the new US Administration?The Energy Transition encompasses more than just power and AI. We have chosen to explore the niche yet crucial areas of waste gas, biofuels, sustainable aviation fuel (SAF), and emissions capture.At the heart of this journey is Cresta, a $2 billion specialist fund positioned
174. Live from Cambridge – Laurent and Gerard with Pr. David Cebon on Electrifying trucks
Early 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 enjoy
173. The politization of Critical Materials - Mar25
The XXIst century economy will be powered by 'critical minerals' such as lithium, nickel, cobalt, and rare earths. China has spent the past 20 years building a dominant position across the supply chain for these metals.The rest of the world is finally waking up to the economic and geopolitical challenges that this presents and is actively trying to secure the supplies of critical minerals by creat
172. The new age of Energy Security, Flexibility, and Resilience (with Eurelectric)
Laurent welcomes Kristian Ruby, Secretary General of Eurelectric, to discuss Energy Security, Resilience and Flexibility though the impact of E-Mobility.Energy Security has become a critical issue, especially with the recent sabotage of undersea cables in the Baltic Sea by Russian and Chinese vessels, extreme weather events knocking out a third of the Irish Grid, and Russia’s ongoing attacks on Uk
171. PPAs and Tolling: lessons for the future - Mar25
It has become a tradition to welcome Luca Pedretti, Co-Founder of Pexapark, to the show to discuss the evolving PPA market, especially now that Pexapark has released its annual State of the Market report.Laurent and Gerard are joined by Luca to highlight the key insights from this year’s findings:Corporate PPA demand remains stable, but with new entrantsMore deals, but smaller sizes: The number of
170. Why is the electricity Supercycle unstoppable? Gerard in Davos
As 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 Chair
169. 2025 State of play in the battery universe - Feb25
2024 has been another exceptional year for the battery industry. We have invited Aaron Wade to discuss the various technological and economic aspects of this rapidly expanding universe. Aaron is a rising star in the battery world. Not only is a key member of the Volta Foundation, but he is also Business Development Lead at Gaussion, a U.K. start up that improves charging capacities in batteries.Th
168. "Invest where it hurts!" - Laurent at Pexapark
While 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) SalvationLauren
167. The future growth of LNG - Jan 25
As the price of gas and LNG (Liquified Natural Gas) becomes a key factor for the value of the world’s energy, we have decided to bring in a top gas expert to explain where the market is and how is it going to evolve.Seb Kennedy is a leading market analyst and Founding Editor of Energy Flux (www.EnergyFlux.news), an independent newsletter that analyses global gas and LNG markets through the lens of
166. Green Equities Performance: Core vs Periphery - Jan 2025
For the first episode of 2025, Gerard and Laurent have the pleasure of welcoming Shanu Mathew. Shanu is a Senior Vice President at Lazard Asset Management and Portfolio Manager/Analyst on US Sustainable Equity. We are going to analyse the performance of “Cleantech” Equities throughout 2024 and discuss what to expect for 2025. Let’s be honest: 2024 was an annus horribilis for “Core” Cleantech with
165. Our Predictions for 2025
Happy 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 – Pr
164. 2024 Wrap up: Successes, Surprises and Shocks
Merry 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 Must
163. Gerard is live at TedXBerlin / Welcome to the Era of Energy Disruption
Gerard 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
162. Industrial Climate Solutions – Bridging the “Missing Middle” - Dec24
Just 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.La
161. Northvolt - Epitaph
Northvolt, once the poster child of the European battery industry, shocked the world last month by filling for Chapter 11 in the United States. The Swedish battery start-up burned through billions of euros in capital from investors such as Volkswagen, Goldman Sachs, and others, with little to show for it. Laurent and Gerard conduct a postmortem on this debacle of epic proportions.With access to co
160. Financing the Residential Energy Transition - Nov24
Deploying solar and heat pumps in the residential sector is all well and good, but many attempts to scale have unfortunately failed.Beyond the king Octopus, Simon Phelan and his company Hometree have managed to become an unlikely challenger in the deployment of the Energy transition inside home. And Simon has achieved this feat by flipping the system onto his head.Hometree is a company that offers
159. Live from Baku Cop29. Inside the Zone: Chaos, Shock and Hope
Laurent goes live to Baku COP29 to discuss with Bruce “Almighty” Douglas, CEO Global Renewable Alliance and tireless promoter of Renewable Energy.He is the one who coins the famous “Triple Renewables” rallying cry, and has been rewarded by joining the precious list of TIME 100 Climate leaders.With Bruce, Laurent dives into COP. Shambolic, Rudderless and Essential nevertheless. The world of renewab
158. COP – Resilience or Irrelevance?
As COP29 begins, the ripple effects of the re-election of Donald Trump are reaching the shores of the Caspian Sea. COP28 welcomed 85,000 delegates, within which a significant contingent of Oil lobbyists. COP29 is supposed to be the “Finance COP”, whatever that means, but all major head of states will not participate.What to expect from COP29? Are COP still useful? Is it the correct format? Who
157. Mobile batteries, the ultimate flexibility - Nov24
First, 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 an
156. Zeroing in on Electrification with Eurelectric
Gerard 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
155. VPP & DER - Oct24
What are VPP? Virtual Power Plants. What are DER? Distributed Energy Resources?As the grid becomes more intermittent while the load is growing, those VPP/DER platforms provide a critical role by shedding demand, sometimes for a few minutes, to alleviate stress on the Grids.VPPs can avoid starting polluting peakers via pre-agreed and targeted demand reduction, shift consumption via batteries and ev
154. The people driving the EV revolution
While Gerard is doing his rock star concert at TedTalk Berlin, Laurent has invited an old friend, Roger Atkins, Top Voice on EVs to discuss the people behind the EV revolution. Roger has a 40 year career in the Auto industry (half of them in EVs) and his cowboy hat makes him a fixture of great EV shows around the world. Roger talk about his encounters with Robin Zeng - CEO CATL, Wang Chuanfu – f
153. The Battery-coaster - Oct24
The battery infrastructure is currently growing 3x faster than the solar industry. Records are beaten daily: in August 2024, for the first time, Chinese battery factories passed the 100GWh production mark. We are seeing industry giants consolidate their leadership while hopes of alternative technologies or promising start ups are being squashed.The prices are collapsing monthly, partly due to chea
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