Laurent Segalen Gerard Reid public
[search 0]
More

Download the App!

show episodes
 
Two investment bankers bimonthly 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/
 
Loading …
show series
 
Steel and cement with their 2,000 mills and 3,000 kilns, together currently emit 15% of the world’s CO2. So far, they’ve been exempted from carbon trading or carbon pricing, which means no significant reductions have been implemented. But in a 1.5degree and Net Zero scenarios, they start to feel the pressure. We brought Dolf Gielen, Director Innova…
 
Methane 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 startin…
 
The 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-f…
 
2020 has proven a turning point in the EV market, and the trend is accelerating in 2021: more models, stronger public policies, mass roll-out of charging infrastructure, and a 300bnUSD race to catch up on Tesla. What’s the current state of play in the EV market? Among the OEMs, which are the Tesla challengers, and which are the laggards? Do the SPA…
 
The development of renewables has made power markets much more volatile, hence “volatility is the new gold”. Harnessing that volatility requires skills much beyond the traditional Energy Trader’s capabilities: welcome to the new digital energy trading system. To discuss those changes, we are invited Peter Bance, CEO of Origami. Origami’s patented t…
 
Navigating 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 decid…
 
Germany is rightly portrayed as a pioneer in the development of wind and solar. For the past two decades, the German government has granted a) a very stable framework b) very generous terms to renewables. And the “Energiewende” (the Energy Transition) as this policy is named, has delivered exceptional results, as the share of renewables has jumped …
 
While coal is being phased out in Europe and America, it is still the dominant source of energy in Asia. Why is that? And how will the situation evolve? Is there any teeth behind the net zero pledges for the second part of the century? In other words, is coal here to stay in Asia or has the tide started to turn? There is no better expert on the sub…
 
“Sorry, I’m getting emotional when it comes to smart meters”. Part of Eurelectric’ s Power Summit 2021, we have had a great conversation with Dr Leonhard Birnbaum, the new CEO of E.ON. E.ON is a massive German Utility that has spent the last decade (aka “the lost decade”) selling its coal plants, exiting from nuclear and swapping assets with ex riv…
 
The energy retail sector is also experiencing its version of the energy transition, where incumbents with legacy systems are challenged by new entrants rolling out ground-breaking digital platforms. Beyond the digital supremacy, disruptors bring a new approach to consumers' needs, much closer to Amazon than a Utility. We have invited one of the lea…
 
China 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 hund…
 
In Episode 47, we dive into the exponential development of batteries into the Grid: the Energy Storage industry is doubling size every year. One of the key market is the UK, where the market is expected to x10 this decade because of the rise of renewables, the electrification of transport and heating, and the need for an ever-greater resiliency. We…
 
After several black outs in the past months, the irresistible growing trend towards electrification and the relentless rise of renewables, the grid has become the indispensable nervous system of the energy transition. How can the grid manage more intermittent and decentralized sources while ensuring more resiliency in dire and more recurrent weathe…
 
The UK Green Industrial Revolution was introduced by Boris Johnson, UK Prime Minister, in 2020. It is a holistic approach to decarbonisation, but we wanted to focus on one of its key aspects: the development of the largest offshore wind farms in the world. Beyond climate change, it is about innovation, new opportunities and massive jobs creation. W…
 
Why are engineers, politicians and financiers talking about Hydrogen all the time? And why are they throwing billions of subsidies or investment in companies in that sector? Is Hydrogen a problem, with its hundreds of millions tonnes of CO2 emissions per year or a “Swiss Army Knife” solution that will help decarbonise Mobility, Heating and God know…
 
Aluminium is a key metal for the Energy Transition with the development of EVs, non-plastic packaging and Renewables. But it is also a very energy-intensive metal, consuming 15MWh/t aluminium: this represents 3% of the world’s power consumption. Some of the greenest producers are taking action to promote a cleaner way to produce aluminium; they are…
 
In this Episode, its Nostradamus vs. Cassandra: Laurent and Gerard share their predictions for 2021. 1) “The Empire strikes back”, legacy players in the Energy and Automotive sectors will bounce back 2) The unstoppable development of renewables 3) The SPACs valuation hang-over, most of them imploding after reaching unjustifiable valuations 4) The t…
 
For our first episode of 2021, we have the pleasure and privilege to welcome Katherine Hamilton, co-founder and Chair at 38 North Solution (a Washington based public policy firm focused on clean energy and innovation). Katherine is one of the best expert of the US energy and environmental policy, and she is also part of the “Energy Gang” the most f…
 
For our last episode of 2020, we share a Christmas story: until 1931, Santa was green, then he was taken over by Coca-Cola who turned it red. In 2020, Santa is Green again! So we have invited the tech version of Green Santa, Norman Crowley. Norman, a convinced environmentalist and successful Irish entrepreneur, is investing in advanced solutions to…
 
In 2020, every two days, wind and solar added more net capacity to the world than nuclear in a year. Fifteen years ago, the Nuclear Industry presented itself as the main solution to climate change; today, it is limping towards oblivion. This carnage is mainly self-inflicted: disregard for capital discipline, appalling track record in term of innova…
 
The EV Battery race is in full swing: competition for scale, building of international supply chains and the search for the best chemistry. After the spectacular Tesla Battery Day where a path to a 50% reduction in batteries costs has been plotted, Redefining Energy tries to assess Tesla’s technological advances versus its competitors: Years or jus…
 
Spain is a country blessed with natural clean resources, water, wind and sun, but also prong to boom and busts when it comes to the Energy Transition. Thankfully, Spain’s Energy Transition is also managed by no non-sense very competent professionals. It is our pleasure to welcome Agustin Delgado, CTO of Spanish giant Iberdrola, a company more valua…
 
Modernising and expanding the Transmission networks is one the least publicised but critical way to facilitate a faster introduction and smoother management of renewable energy. Grid operators have been portrayed as very conservative and risk adverse. Incentives structures are rarely there to promote innovation. But a digital solution has emerged r…
 
In this Episode, we analyse the European Green Deal. EGD is a set of policy initiatives by the European Commission with the global aim of making Europe climate neutral in 2050, including an interim reduction of emissions of 55% in 2030 compared with 1990 levels. We welcome the expertise of Andrew McDowell, who until last August, was Vice President …
 
In this Episode, Laurent and Gerard delve into biomass. Converting old coal boilers to burn wood pellets has fared diverse results and has drawn to criticisms of some NGOs. That’s why we have invited “Mr Biomass”, Jens Wolf. Jens is General Manager at Enviva Biomass, one of the world’s largest biomass trader. He had a very long industrial career at…
 
We have the pleasure and an honor to invite Francesco Venturini, CEO of ENEL X. ENEL X is the Energy Services division of the Italian giant ENEL. ENEL X regroups all new activities of ENEL: Emobility, EV charging, Demand Response, Rooftop Solar, Energy Storage, Public Lighting,.. Francesco Venturini gives a strategic overview of all those businesse…
 
In this Episode, Gerard and Laurent try to figure out if planting a trillion trees will really save the planet… or if it is even doable? Turning Biodiversity, Carbon Sequestration and Forestry into a financial asset is quite complex. To make a sense of the new concept of Natural Capital, we have invited Christian Del Valle, co-founder of Althelia C…
 
In this Episode, Gerard and Laurent invite Mark Lewis, Global Head of Sustainability Research, BNP Paribas Asset Management for a "battle royal": how ESG and Sustainability are redefining finance. During a great conversation, they analyse the evolution of Green Finance under various angles: the Blackrock’s letter, the famous rant of Jim Cramer on C…
 
In this Episode we get an unique glance into the growth of the LNG Market over the past decade. We interview Melissa Lindsay, Founder of the LNG Trading Platform EMSurge. Melissa details the creation of the LNG spot market as she was a broker at Tullett Prebon. Then, she made the bold move to leave that big institution to create her own trading pla…
 
In this Episode, we have a dense, sometimes frank, conversation with Kristian Ruby, Secretary General at Eurelectric, the European Trade Body for Utilities (3,500 members). Kristian is the first SecGen that comes from the Renewables sector, which shows how much this Industry is adapting to the new reality of decarbonisation. He has a vision for the…
 
In this Episode, Laurent and Gerard welcome Natasha Luther Jones, Global Co-Chair, Energy and Natural Resources sector, and International Co-Head, Sustainability and ESG at DLA Piper to discuss how Power Purchase Agreements (PPAs) are driving the growth of renewables. PPAs’ role is to secure long term cash flows for wind and solar projects, they ar…
 
In this twin-episode, Gerard and Laurent explore the multifaceted aspects of the Digitization of the Grid. We suggest our listeners to consider the two Episodes as a whole, as we conclude the conversation at the end of Episode 27. We have had the privilege to welcome two great guests, Marcel Steinbach (E26) and Baard Eilertsen (E27). Their totally …
 
In this twin-episode, Gerard and Laurent explore the multifaceted aspects of the Digitization of the Grid. We suggest our listeners to consider the two Episodes as a whole, as we conclude the conversation at the end of Episode 27. We have had the privilege to welcome two great guests, Marcel Steinbach (E26) and Baard Eilertsen (E27). Their totally …
 
In this episode, Laurent and Gerard analyse the latest innovations in the hydropower sector, the still largest source of renewable energy in the world (but growing at a much slower pace than Wind and Solar). We have a great conversation with Gia Schneider, CEO of Natel Energy, a California-based small-hydro start up. Natel has just raised 11mUSD fr…
 
In this Episode, Gerard has a fascinating conversation with Alex Voigt, the legendary Cleantech innovator. Over the past two decades, Alex Voigt, hailed as one of the Founding Fathers of the solar industry, has embodied Germany's Energiewende. Alex has created two solar companies, Solon and Grips, a battery storage company Younicos (acquired in 201…
 
Episode 23 of the podcast goes inside a Renewable Energy banker’s mind. Without banks, there would be no energy transition. Debt has provided more finance than Equity in the development of wind and solar. Being Bankable means for a project: access to credit, lower equity requirement and faster scaling up of new clean infrastructure. With Lisa McDer…
 
In this Episode, Laurent and Gerard talk about COVID-19 and the considerable impacts both positive and negative that it will have on the world of Energy. The episode is called the Good, the Bad and the Ugly. - the (not so, but still relatively compared to the rest) Good being the world of clean energy and the wider world of power, which is likely t…
 
In this Episode, Laurent and Gerard debate around the exponential development of Energy Storage, “the Holy Grail”. The development of stationary storage is key to unlocking a deeper penetration of more renewables. By 2030, BNEF estimates that the market could reach 1TWh, or a x200 in the ‘20s decade. But finding a right business model remains trick…
 
In this Addendum of Episode 20 (recorded after the 30% Oil Crash) Laurent and Gerard reassess their views on the future of Oil, in light of the current turmoil. We have just witnessed a one-in-a-decade shock. While we hope for a short-term pain, we foresee changes at work in the background. When we get out of this crisis, things might be different.…
 
In this Episode (recorded before the COVID 19 crisis, please listen to Episode 20a - Addendum to this Episode) we welcome Callum Macpherson - Head of Commodities at Investec - to discuss Oil, and more specifically how Oil can or cannot be displaced from its various uses: Automobile, Heavy Duty, Shipping, Aviation... IS the world really running out …
 
Gerard and Laurent invite Paul Martin to review the various development routes for Hydrogen, the forever “fuel of tomorrow”. Behind the smoke and mirrors of the current H2 PR blitz, are powerful incumbent industries looking for new markets. Unfortunately the laws of thermodynamics are not playing in favor of Hydrogen. The debate explores how Hydrog…
 
In this episode, Gerard and Laurent analyse the incredible development of Offshore Wind in the past decade and debate the future of this industry. We have the privilege to interview Stephen Bull, Senior Vice President Offshore Wind at Equinor, one of the world’s leading expert on the subject. From a pipe dream 10 years ago, Offshore Wind has come a…
 
Gerard and Laurent take a look at the 2020’s and discuss what could be the biggest changes in energy. Will Tesla continue its meteoric rise? How will carbon be priced or taxed, with what potential impacts? Will grids turn smart? How cheap solar and storage will become? Will we see the emergence of environmental protectionism? Is Bill Gates doing us…
 
Gerard and Laurent review the incredible decade of the 2010’s, one in which the US shale boom has transformed the energy landscape from being threatened by a supply deficit to a global glut. At the same time, falling prices in solar, wind, LEDs and battery storage as well as advances in digitalization have triggered an extensive decarbonization of …
 
Gerard and Laurent address the critical role of Datacenters in the new Energy landscape. Datacenters, Internet's backbone, have become significant Energy guzzlers in the past decade, with their consumption multiplied by 5. We interview Marc Oman, Senior Energy Lead at Google and Vanessa Miler-Fels, Renewable Energy & Sustainability Strategist at Mi…
 
Gerard and Laurent discuss the daunting challenge of electrifying Africa. We interview Thomas Gottschalk, founder and ex CEO of Mobisol, a German Start-Up which provided off-grid power to one million Africans over the past 10 years. But, along the way, Mobisol burnt up 100mUSD and Thomas saw his personal health eventually deteriorate. In September …
 
Happy 1 year anniversary to the podcast! In this episode, Gerard and Laurent review the state of play of the Electric Vehicle (EV) market following a visit at the Frankfurt Auto Show. Who are the leaders, the no-shows and the laggards? Is the German Auto Industry catching up on Tesla? How is shaping up their collaboration with Asian battery produce…
 
Loading …

Quick Reference Guide

Copyright 2021 | Sitemap | Privacy Policy | Terms of Service
Google login Twitter login Classic login