show episodes
 
Artwork

51
Redefining Energy

Laurent Segalen and Gerard Reid

Unsubscribe
Unsubscribe
Monthly+
 
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
  continue reading
 
It’s almost impossible to overstate how many aspects of daily life are impacted by science. From technologies that help ensure the quality of the water we drink, to medicines that deliver lifesaving treatments – it’s all thanks to science. Each month, members of Thermo Fisher Scientific's team talk to experts who are on the cutting-edge of redefining how we exist. This is Science with a Twist.
  continue reading
 
Loading …
show series
 
In this episode, our hosts discuss: Carbon-Negative Concrete – Learn about the BUILD'EM project, which aims to replace traditional cement with a low-carbon alternative made from lignin and other innovative materials. This new concrete not only reduces emissions but also promises to be cost-competitive and environmentally friendly. Discover how thes…
  continue reading
 
A special interview with one of the great minds of the Energy Transition. Dr. Doug Arent is the Executive Director of Strategic Public– Private Partnerships at the National Renewable Energy Laboratory in Golden, Colorado, U.S and Distinguished Fellow, World Economic Forum. He just published a book called “Our Renewable Energy Future: The Story of H…
  continue reading
 
During Summer season, we bring you back the best of our sister show, Redefining Energy TECH, where host Michael Barnard invites Paul Martin for a very long and geekie conversation about innovative solutions for industrial heat. Two titans of our industry. Paul Martin, a seasoned chemical engineer, share his profound insights on the electrification …
  continue reading
 
In this episode, our hosts discuss: 1. Revolutionizing Solar Energy with Perovskites As we develop technology to produce renewable energy, it’s important that our materials don’t cause problems for future generations! Discover how NREL researchers are advancing perovskite solar technology, which promises a leap forward in solar energy efficiency. T…
  continue reading
 
In episode 143, Gerard, Laurent and Michael have discussed the philosophy of Bill Gates when it comes to the Energy Transition, and the root causes of his flawed thesis. Let see now if this transpires in his main investment vehicle, Breakthrough Energy Ventures (BEV). Michael Barnard is quite blunt: “To be clear, Gates is still highly resistant to …
  continue reading
 
Bill Gates is sucking a lot of oxygen in the Energy Transition. Is he a force for good, or a nuisance? What is his thesis and where does it come from? And is the thesis still valid in 2024 or obsolete? In this episode, we will not analyse Breakthrough Energy Ventures, his VC fund celebrating its 10th anniversary. That will be the topic of Episode 1…
  continue reading
 
In this episode, our hosts discuss two recent stories from NREL: The recent release of this year’s Electricity Annual Technology Baseline (ATB): a valuable resource for utility planners and grid operators to understand and tackle new challenges in the ever-changing power landscape. For the last 10 years, researchers, led by NREL, have released this…
  continue reading
 
Texas and California have witnessed a crazy growth in Solar and Batteries in recent years. In 2024 California has 24GW of Solar and 9GW of batteries on its grid; Texas has grown even faster with 31GW of Solar and 10GW of batteries. When it comes to the Energy Transition, you can make the following analogy: public policies are the land and financial…
  continue reading
 
Listen to the conversation as they discuss: How health equity is a key component of Thermo Fisher’s core business. How Thermo Fisher leverages its capabilities and customer relationships to further its impact. Initiatives that improve health equity through accessibility to drug-resistant HIV testing, next-generation sequencing to diagnose lung and …
  continue reading
 
Hosts Kerrin Jeromin and Taylor Mankle discuss NREL’s impactful and comprehensive approach to education initiatives aimed at cultivating the next generation of clean energy leaders, emphasizing the importance of cultivating STEM identity and fostering diversity and inclusion. Through initiatives like the Stories and STEaM series, NREL not only inte…
  continue reading
 
After a crazy Intersolar in Munich which welcomed more than 120,000 visitors, the pace of Solar deployment in Europe is going exponentially. Gerard and Laurent bring in Walburga Hemetsberger, CEO of Solar Power Europe, to discuss the development of Solar, and through the new report “Mission Solar 2040”, how we are on the cusp of a Flexibility Revol…
  continue reading
 
Glencore’s CEO Gary Nagle has once described ESG as “some person in the basement in office number 27 engaged in a box-ticking exercise.” And a lot of fossil fuel companies – while being less explicit – share the same opinion on ESG… and have voiced their hostility indirectly through complicit media outlets. The ESG movement is facing a significant …
  continue reading
 
Hosts Kerrin Jeromin and Taylor Mankle discuss two recent stories from NREL: In 2023, the SolarAPP+ automated online permitting platform streamlined the approval process for residential rooftop solar installations, reducing project timelines by approximately 14.5 business days compared to traditional methods. This advancement not only saved over 15…
  continue reading
 
Dr. Blackburne shares insights into: The challenges of recruiting women and minority groups for clinical trials, noting the logistical and societal barriers they face. Innovative solutions, such as telemedicine and flexible scheduling, to make trial participation more accessible. Recent advances in clinical research, including a groundbreaking pree…
  continue reading
 
We bring in Nick Wayth, CEO of Energy Institute (EI), for the release of the 73rd Edition of the Statistical Review of World Energy. The Energy Institute Statistical Review of World Energy™ analyses data on world energy markets from the prior year. Previously produced by bp, the Review has been providing timely, comprehensive and objective data to …
  continue reading
 
UK is at the nexus of the subsea interconnector’s new economy. Great Britain is connected to Continental Europe by 8 interconnectors representing up to 15% of its power consumption. Subsea cables are now a growing industry because of the benefits they bring to the grids, such as resiliency, capacity, lower prices, and renewable energy balancing. Al…
  continue reading
 
This episode discusses three recent stories from NREL: Dynamic Line Ratings, a crucial upgrade for our transmission system's future, are like adjusting a road's speed limit based on weather conditions. By utilizing real-time weather monitoring, we can increase power transmission when it's safe, ensuring efficiency, reliability, and cost-effectivene…
  continue reading
 
Laurent interviews Georgios Stassis, PPC’S CEO, during Eurelectric Power Summit 24. PPC, the Greek Utility, is a remarkable turnaround story: from a soviet-style dinosaur a few years ago, PPC has become a thriving forward-looking profitable modern Utility. With Georgios, we discuss the investment in renewables, the phase out of lignite, digitisatio…
  continue reading
 
In April, we did Ep129 Minutes about China and announced the interview with a real expert. Here it is. With David Fishman, an American based in Shanghai, we dig deep into China’s Energy Transition. We try to reconcile the rise of renewables and the rise of coal use. We try to decipher what is decided locally and nationally. We investigate what is t…
  continue reading
 
This episode discusses three recent stories from NREL: Researchers have successfully utilized robotic assistance in the manufacture of wind turbine blades, aiming to eliminate challenging working conditions for humans and enhance product consistency. By automating trimming, grinding, and sanding processes, the study not only improves workplace safe…
  continue reading
 
Last week, Laurent was in Athens for the spectacular Eurelectric Summit (we will talk more about it in 2 weeks’ time, with a special Episode) meanwhile, we bring in our friend Jan-Michael Hess, organiser of the Berlin EcoSummit 4-5 June to discuss Clean Tech and his annual gathering of more than 100 Start-Ups and hundreds of investors. If you don’t…
  continue reading
 
"McKinsey, BCG and S&P Global Commodity Insights project electricity demand tied to data centers to increase at a CAGR of 15% through 2030." “Booming AI demand threatens global electricity supply (FT)”. Media and consultants have recently raised the alarm about the unquenchable energy thirst of AI and datacentres. Can we believe those predictions o…
  continue reading
 
This episode discusses three recent stories from NREL: In 2017, Puerto Rico faced a devastating double blow as consecutive hurricanes decimated 80% of its electrical grid, resulting in the longest blackout in U.S. history. Determined to rebuild resiliently, Puerto Rico passed Act 17 in 2019, aiming for a 100% renewable energy system by 2050, which …
  continue reading
 
We bring in the star of the week, Ember’s Dave Jones, to discuss the Global Electricity Review 2024, published last week. Main take aways (thank you Nat Bullard): Renewable sources (hydro, wind, solar, geothermal, biomass) are now 30% of global electricity supply. Solar generation increased 23% yoy; wind 10%. Fossil fuel generation increased 0.8%. …
  continue reading
 
Distribution grids are facing new challenges. On the one hand, they experience a growth of local demand, with EV charging, heat pumps and datacenters. On the other, they must accommodate with the fast deployment of decentralised energy such as rooftop solar and batteries. How to reconcile those challenges while maintaining grid stability? And how c…
  continue reading
 
In this episode of Transforming Energy: The NREL Podcast, Kerrin and Taylor delve into the core motivations driving the National Renewable Energy Laboratory as they discuss NREL’s mission, vision, and commitment to Diversity, Equity, Inclusion, and Accessibility (DEIA). From tackling climate change and pollution to fostering an inclusive work envir…
  continue reading
 
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 …
  continue reading
 
In the latest episode of Transforming Energy’s Lab Notes series, hosts Taylor Mankle and Kerrin Jeromin delve into an Earth Day special focusing on NREL’s pioneering efforts in addressing the plastics problem. Through insightful conversations with NREL researchers Nic Rorrer and Julia Curley, listeners will gain a deeper understanding of the enviro…
  continue reading
 
The Critical Role of Plastics in Modern Society Despite the challenges associated with plastic in the environment, Kat Knauer, Ph.D., emphasizes the indispensable role of plastics in healthcare, research, and daily life. She points out that while plastics have significantly improved quality of life and medical care, their improper disposal poses a …
  continue reading
 
Laurent and Gerard have a rapid overview of what’s going on regarding the Energy Transition in China and its political implication in the West. Record production of this, record production of that, overcapacity everywhere… We babble a lot, rant a bit, and conclude that we need to invite a real expert on the show.…
  continue reading
 
This episode discusses three recent stories from NREL: The Clean Energy to Communities (C2C) program facilitates peer learning cohorts where local and regional stakeholders gather to enhance clean energy initiatives. Recently, the San Diego Association of Governments participated in a cohort, leveraging insights to refine community engagement for t…
  continue reading
 
What is the value of green electrons? Hard to say. Depends where, depends when. What is sure is that, in view of recent regulations and corporate commitments, they must be tracked. From an annual basis, we are now moving to an hourly basis, under the thrust of corporate initiatives like the GhGProtocol, RE-100 and EnergyTag. Behind this movement, B…
  continue reading
 
This week, Gerard and Laurent have been invited to a private event organized by Aquila Capital in March 2024, during the Global Infrastructure Conference, where they debate with Markus Wandt, CIO Aquila if “Renewables are still an Infrastructure play?”By Laurent Segalen and Gerard Reid
  continue reading
 
This episode discusses two recent stories from NREL:       The Renewable Energy Discovery (REDi) Island app, an innovative educational tool developed by researchers, immerses users in a virtual world powered entirely by renewable energy, showcasing technologies like hydropower and other marine energy. With interactive features allowing exploration …
  continue reading
 
The main hindrance to the development of renewables is the connection queue. Basically, grid operators tell developers “Sorry guys, we’re full”. A recent study by RMI has proven that this is simply not true. Grid operators are either too conservative or not incentivized to take more load. Old solutions. Old thinking. Grid Enhancing Technologies (GE…
  continue reading
 
In the second episode in Transforming Energy’s Lab Notes series, guest host Molly Rettig takes listeners on a journey to Mountain Village, a Yup’ik community working with NREL researchers to design and build super energy-efficient homes amid the challenges of extreme weather and permafrost. Through local collaboration and innovative research and te…
  continue reading
 
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”…
  continue reading
 
In this episode: Sitka, Alaska, and Molokai, Hawaii, both selected for the Energy Transitions Initiative Partnership Project (ETIPP), are leveraging shared challenges of remote living and energy constraints to pioneer community-driven renewable energy solutions. With Molokai's successful community engagement model inspiring Sitka's approach, both r…
  continue reading
 
“It’s hard to play a good game when you have been served weak cards”. This is the perennial challenge of Japan when it comes to the Energy Transition. And the game is getting harder when your two main choices, nuclear and hydrogen, are proving extremely costly in a world of cheap renewables. How robust is a business model based on a protected inter…
  continue reading
 
This 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 cann…
  continue reading
 
Gene Therapy's Potential to Transform Rare Disease Treatment Dr. Peter Marks highlights the groundbreaking advancements in gene therapy, especially for rare diseases with high unmet medical needs. He discusses the FDA's role in fostering these innovations, underscoring the importance of understanding gene therapy's application and ensuring its safe…
  continue reading
 
This episode discusses three recent stories from NREL: Gotham City's Dark Knight is known for his impressive gadgets, but now, NREL unveils its own cutting-edge project, known as "BatMan." This initiative harnesses laser technology to revolutionize battery manufacturing, potentially doubling electric vehicle charging rates and advancing energy sust…
  continue reading
 
The two limiting factors for a faster deployment of EVs are the price of vehicles and “range anxiety”. While the former is being addressed by an ever-growing number of cheaper models available on the market, the latter is also experiencing a revolution. You would believe that such an opportunity would be grasped by Utilities. Surprise! They didn’t …
  continue reading
 
This week, Gerard and Laurent talk about three great reports that have recently been published and deliver some world-class data about past achievements, current status and the direction of travel. As a sign of things to come, European Carbon has lost 36% since the beginning of the year. We are here saluting Ember and their power/emission statistic…
  continue reading
 
This episode discusses two recent stories from NREL: The transformative shift toward sustainable aviation fuel (SAF), highlighting the crucial role of advanced simulations powered by supercomputers. Despite the long-standing reliance on petroleum jet fuel since the 1950s, growing concerns about carbon emissions are driving the urgent need for chang…
  continue reading
 
To discuss everything that’s going on in the PPA market (and a lot of things are happening), Gerard and Laurent bring back the excellent Luca Pedretti, CEO and co-founder Pexapark. Pexapark is the leading swiss-based intelligence platform on PPA in Europe. With Luca, we have an extensive conversation about the recent evolutions in the PPA market. T…
  continue reading
 
This week, Gerard is out, so Laurent does the Minutes with Michael Barnard, host of our sister show Redefining Energy – Tech. On the menu this week, an overview of the decarbonisation of shipping. What will be electrified? What role for Hydrogen, Green Ammonia, Methanol and Biodiesel? And the answers are hybrid and multi-fuels. Links to Michael’s a…
  continue reading
 
Researchers at NREL have utilized a multidisciplinary approach to quantitatively define the arrangement of polymers in Populus wood, offering insights crucial for biomass conversion to fuels, chemicals, and materials. The study presents a novel computer model detailing the intricate structural configuration of the wood's secondary cell wall, advanc…
  continue reading
 
At COP28 was endorsed the concept of “tripling renewables” – all good, but a lot of people forgot to mention the rest of the sentence which is “and doubling of Energy Efficiency”. In the latest IEA report, there is a 400bnUSD Energy Efficiency pie, almost at the level of Oil Upstream, and more than into Grids. Nobody talks about it. Buildings, Indu…
  continue reading
 
Loading …

Quick Reference Guide