Redefining Energy - Minutes / Archives 2022-23

Dec 25 2023 98 ep. 8 mins 47
Redefining Energy - Minutes / Archives 2022-23 Podcast artwork

These are the 2022-23 Archives of Redefining Minutes. You can now find our Minutes every other Monday on the Redefining Energy main show.

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98. Redefining Energy Awards for 2023 (incl. Book of the Year)

Dec 25 2023 13 mins  
Final Episode on the Redefining Energy MINUTES channel.We are moving to the main channel in 2024 (That’s why we also publish this Episode on the main channel.)Here are the Redefining Energy Awards for 2023:Company of the Year - BYDStart Up of the Year - PV CaseDeal of the Year – Tesla and NACSTrade of the Year – Short Gas TTF Scandal of the Year – Venture Global and the 200

97. EV China, COP 28, Lithium crash, EDF alone. Masdar offshore wind, short list Book of the Year

Dec 16 2023 9 mins  
Every Sunday, Laurent and Gerard discuss last week’s news in the Energy Transition.On the menu: Number of the week: 1 million EV produced in China in NovemberCOP 28: great success or “nothingburger”?Lithium crash (-80% YTD)EDF alone to finance the UK nuclear plant Hinkley Point CMasdar scoopers prized offshore wind farm assets in the North SeaAnd our short list for “Book of

96. Live from COP28 in Dubai. With Bruce Douglas, CEO Global Renewable Alliance, on 3xRenewables

Dec 09 2023 11 mins  
This Sunday, a Special Episode.We are going live to COP28 in Dubai.Our special guest is Bruce Douglas, CEO Global Renewable Alliance, who is spearheading the effort around the key message “Double down, Triple Up” or how we will decarbonise by tripling renewables by the end of the decade.Bruce tells us how it is on the ground, how he is having the busiest week of his life, and h

95. COP28, Solar, Deals, Biomass, Refineries, Sodium batteries, Brookfields, Capital Raise

Dec 02 2023 11 mins  
Every Sunday, Gerard and Laurent debrief last week’s news in the Energy Transition. On the menu this week:COP28 is onLargest solar plant in the world – 2GW Abu DhabiMega deals (Lightsourcebp, Statkraft)Collapses of Enviva and EU refineriesSodium batteries – Northvolt. BYD -Brookfield new fund 28bnUSDOur friends successfully raise capital: BMI, Modo, XlinksListen to Jenny Chas

94. Special episode on EVs. Pivotal year!

Nov 25 2023 8 mins  
Every Sunday, Gerard and Laurent debrief last week’s news in the Energy Transition.On the menu this week, a special episode on EVs, a sector which is reaching a turning point this year.Global trends (Market +34% ytd) reaching 14m EV in 2023 (16% market share)Winners (Tesla, BYD) and losers (Start Ups and legacy makers)Technological innovations bringing cheaper EVs Sales of global

93. LNG dispute, EDF, Karlsruhe, EU Methane, UK Hydrogen, Wind farm, ESG coal and gas, Geothermal, SAF

Nov 18 2023 12 mins  
Every Sunday, Gerard and Laurent debrief last week’s news in the Energy Transition.On the menu (a long episode this week): Transatlantic dispute on LNG pricing: 18bnUSDGovernment interventions: France, Germany, EU, UK with different outcomes Bankrupt mega-windfarm in Sweden (owned by China Nuclear Co)Does ESG still matter? Glencore and Coal, Totalenergies and CCGTsFunds in fronti

92. NuScale and Plug Power (the end for SMR and Fuel Cells), Portugal, EQT batteries

Nov 11 2023 5 mins  
Every Sunday, Gerard and Laurent debrief last week’s news in the Energy Transition.On the menu:Final implosion for SMR and Fuel Cells: NuScale and Plug Power are on their way to oblivion Lithium and Hydrogen corruption cases bring down the Portuguese PMEQT invests in a 16 GW pipeline of batteries, and that’s the good news of the week

91. Solar boom, Orsted bust, US Offshore Wind debacle, Tesla Chargers, Jenny Chase

Nov 04 2023 7 mins  
Every Sunday, Gerard and Laurent debrief last week’s news in the Energy Transition.On the menu: · The Solar boom is unbelievable: 22GW shipped by Jinko in Q3Orsted crash and the US Offshore Wind Industry debacleTesla sells superchargers to BPThe wonderful X thread by Jenny Chase on Solar https://x.com/solar_chase/status/1718296264981270840?s=20

90. Siemens Energy, RESource, Standard Oil, Offshore Wind, SMR SPAC, Hydrogen Ladder

Oct 28 2023 7 mins  
Every Sunday, Gerard and Laurent debrief last week’s news in the Energy Transition.On the menu:Siemens Energy bailed outRESource, annual conference on PPAs, beats all recordsChevron acquires Hess. Rockefeller is immortalOffshore Wind activityNuScale SMR SPAC hits an IcebergMichael Liebreich's Hydrogen Ladder v5

89. Solar and Storage, EV SPAC, Tesla Q3, EV Charging, Batteries Texas, RE-Source Amsterdam

Oct 21 2023 7 mins  
Every Sunday, Gerard and Laurent debrief last week’s news in the Energy Transition.On the menu: Number of the week: 3Solar and Storage are booming at Birmingham show.Huge inventories of Solar panelsVinFast: Pump and dump EV SPAC Tesla’s Q3 results and their success in EV chargingPlus Power: Mega Battery investment in TexasRE-Source Amsterdam: number 1 conference for Green PPAs