Redefining Energy

Nov 17 2024 142 ep. 26 mins 2.1k
Redefining Energy Podcast artwork

Two investment bankers weekly explore how tech, finance, markets and regulations are radically redefining the world of energy: Renewable Energy, Electric Cars, Hydrogen, Battery Storage, Digitisation...
Your co-hosts: from Berlin, Gerard Reid and from London, Laurent Segalen.
Our LinkedIn page: https://www.linkedin.com/company/redefining-energy/
X handle: @Redef_Energy

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159. Live from Baku Cop29. Inside the Zone: Chaos, Shock and Hope

Nov 17 2024 13 mins  
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 neverthele

158. COP – Resilience or Irrelevance?

Nov 10 2024 28 mins  
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 cor

157. Mobile batteries, the ultimate flexibility - Nov24

Nov 03 2024 26 mins  
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 rang

156. Zeroing in on Electrification with Eurelectric

Oct 27 2024 21 mins  
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

155. VPP & DER - Oct24

Oct 20 2024 29 mins  
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

154. The people driving the EV revolution

Oct 13 2024 19 mins  
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, Wa

153. The Battery-coaster - Oct24

Oct 06 2024 25 mins  
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, pa

152. Energy Transition – the Global Investment Guide

Sep 29 2024 32 mins  
Gerard is live on the Wisdom Tree Commodity Exchange podcast and delivers a masterclass on how to invest in the Energy Transition: Renewables, Equity, Innovation, Commodities. -----Laurent will be keynote speaker at ReSource Amsterdam 24-25/10/24. Come say hello https://resource-platform.eu/events/re-source-2024-event/ ----- We also salute the latest edition of Mycle Schneider Worl

151. Peak Fossil Fuels - Sep24

Sep 22 2024 25 mins  
ExxonMobil forecasts 2050 Oil demand be the same as today. We believe that they are just “talking their books.”To discuss the future of the Energy system as well as the fight against Climate Change, we bring in a very respected expert and friend of the show: Kingsmill Bond, Energy Strategist at RMI. Kingsmill has been digging deep into the data and has realized that the fossil

150. The new Valuation of Wind Assets

Sep 15 2024 13 mins  
As Europe has reached 270GW wind power (vs 150GW USA), corresponding to a value of 500bnEUR, we dig into the value of those assets. Gerard being out, Laurent brought his friend Mortimer Menzel, Managing Partner of Augusta Co, one of the most seasoned investment bankers in the wind sector.After describing the past gloom (interest rates, inflation, supply chain, Ukraine), we analyse