Laurent Segalen and Gerard Reid, Laurent Segalen, and Gerard Reid에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Laurent Segalen and Gerard Reid, Laurent Segalen, and Gerard Reid 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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Redefining Energy
모두 재생(하지 않음)으로 표시
Manage series 2470912
Laurent Segalen and Gerard Reid, Laurent Segalen, and Gerard Reid에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Laurent Segalen and Gerard Reid, Laurent Segalen, and Gerard Reid 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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
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
163 에피소드
모두 재생(하지 않음)으로 표시
Manage series 2470912
Laurent Segalen and Gerard Reid, Laurent Segalen, and Gerard Reid에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Laurent Segalen and Gerard Reid, Laurent Segalen, and Gerard Reid 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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
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
163 에피소드
Все серии
×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 major indices (S&P Global Clean Energy Index) down 20%. But 2024 was also an exceptional year for “Periphery” (or adjacent) Cleantech with companies like Siemens Energy and GE Vernova being star performers. Why such a divergence between “Core” and “Periphery”? What fundamentals are sustaining such trends? Beside interest rates, political uncertainties, competition of China, there are some green shoots that certain segments have better captured than others. And of course, we are talking about load growth and the rise of datacenters. A rising tide lift all boats, and Core Cleantech having been so much slaughtered in recent years due to past excesses, we foresee a positive rebalancing in 2025. Overall, a very vast panorama of how the market values the future of the Energy Transition.…
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 China 2) Politics: Elections in 2024 could derail the Energy Transition 3) Oversupply of everything energy related – Prices are going down 4) Stronger top-down governance of Transmission and Interconnection 5) The return of Clean Energy shares 6) China will gain massive international market in Wind and EVs Winner for best predictions is Michael Barnard, and the loser is Laurent (as usual) And here are our 6 predictions for 2025 1) Oil production down in the US in 2025 2) Oil prices will hit 40USD/bl in 2025 3) Geopolitics, stressed supply chains and Energy bonanza will bring a more innovative and better world 4) A bloodbath for Hydrogen in the Transportation sector 5) Record installation of Solar (700GW), EVs (20m) and Batteries (200GWh) 6) The end of all financial products labelled ESG, Climate and Carbon We wish all our listeners an excellent year 2025 and we love you all.…
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 Mustafa Suleyman, not purely about Energy, but about the digital transformation that is revolutionising the world. Laurent and Gerard wish our listeners wonderful year end celebrations and… Buckle up for 2025.…
1 163. Gerard is live at TedXBerlin / Welcome to the Era of Energy Disruption 14:18
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14:18Gerard 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…
1 162. Industrial Climate Solutions – Bridging the “Missing Middle” - Dec24 30:12
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30:12Just 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. Laurent and Gerard invite its co-CIO, Shaun Kingsbury, the “inventor” of North Sea Offshore Wind when he was at the head of UK Green Investment Bank. We talk about the investment thesis and its portfolio. Steel? Cement? Electro-mobility? Gerard discusses the general environment when it comes to Climate Tech (not great) and wonders if the third wave of Green Investment is not hitting a wall after years of exuberance. Shaun concludes that there is no future for climate innovations if they don’t deliver attractive risk-adjusted financial returns. There will be short term bumps, but the long term is bright.…
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 confidential sources within the company and its supply chain, they arrived at the same conclusions as Robin Zheng, CEO of CATL—the world’s leading battery manufacturer—who stated: “They have the wrong design, the wrong process, and the wrong equipment. How can they scale up? So almost all mistakes together.” The root causes of Northvolt’s failure? Hubris and culture. What’s next for the European battery industry? It’s time to face reality: partner with the best or risk failure. Northvolt’s collapse is a tragedy for its believers and a costly loss for investors. However, the industry continues to grow at a breakneck pace, and with pragmatism, there is a path forward.…
1 160. Financing the Residential Energy Transition - Nov24 31:16
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31:16Deploying 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 its customers home emergency breakdown insurance, plus installations and financing for energy efficient hardware. The achievements of Hometree are truly remarkable: 100,000 homes covered, a network 5,000 engineers, 100mEUR VC raised (Legal & General, Blackrock), 400mEUR securitisation of behind the meter asset portfolio (Barclays and CPPIB). How has the Hometree system cracked the code of home energy decarbonisation? They don’t “push” a product or a technology, they “pull” the client towards the best decarbonised solution. It starts with insurance, making sure that your heating system always work and thus creating long term relationships with clients. Then comes the financing with fully wrapped solutions that lower the prices; the financing is then securitised to investors. And it is a good risk. Finally, having boots on the ground to serve clients to repair, maintain or build. The eco-system is so versatile and powerful that all Utilities are looking to partner with Hometree … in the secret hope of staying relevant against the Octopus juggernaut. We call Hometree: “the Best of the Rest”.…
1 159. Live from Baku Cop29. Inside the Zone: Chaos, Shock and Hope 13:49
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13:49Laurent 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 renewables is at the centre stage, dealing with diplomats who are doing politics without a calculator while policy makers are busy inventing more alphabet soup concepts while ignoring geopolitics. COP is the summary of the world’s contradictions. COPs are useless and irreplaceable at the same time.…
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 is really committed and who is just paying lip service to fighting Climate Change? Those questions and more with Lord Turner, chair of the Energy Transitions Commission (ETC) a global coalition of companies committed to achieving a net zero global economy by 2050. Lord Turner is a leading British businessman and academic, former Chairman of the Financial Services Authority (2008-13). From 2008-2012 Lord Turner was the first chair of the UK’s Climate Change Committee.…
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 and are either on trailers or inside 10ft containers. With Peter Paul, Laurent analyses this new segment of the Storage market. How did the technology evolve, what are the established use-cases (Construction, Film sets, Events) but also the new ones (Support to distribution networks). In recent years, not only has the hardware evolved (widespread use of LFP), but there has been an absolute revolution in the software layers, from BMS (Battery Management System) to EMS (Energy Management System) to now the overall fleet management. Those progresses are not only from a technical perspective but also from an economic and environmental perspectives. How this whole system works, grows and provide immense services to the Electrification of the Economy by providing the ultimate flexibility (time and space).…
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 Russian aggression) and the not so good news (flat demand, as the new power usages – transportation, heating – don’t grow as fast as anticipated; demand reduction or destruction). We discuss the impact of counterproductive taxation of various sources of energy, European competitiveness, the development of behind the meter energy as well as great initiatives such as the North Sea Wind Power Hub”. A very rich state of play. And Gerard apologises for the poor quality of his audio as he was in car driving in France while carrying his precious collection of rare whiskies from Berlin to Dublin. Link to Eurelectric report: Power Barometer – Zeroing in https://powerbarometer.eurelectric.org/ Join us at the Energy Storage Awards 2024 https://storageawards.solarenergyevents.com/…
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 even act in in Frequency response market. And System Operators are willing to pay a decent price to have access to those resources. That is the mission of Dana Guernsey. Dana is the CEO of Voltus, a Boulder-CO based leading DER technology platform and virtual power plant operator connecting distributed energy resources to electricity markets. As interconnection queues lengthen and capacity cost explode, are we on the dawn of a crazy development of VPPs. Dana explains that while working for Walmart or fleet of Electric School buses, she can reduce Voltus’ clients power bills by up to 20% while keeping their core services unchanged. We are going to talk about technology, heating and cooling management, AI… and lasagna. A deep dive into the future. -------------------------------------------------------------- VERY IMPORTANT: We are doing a Q&A Episode in November Ask us whatever you want!!! Send your questions: info@redefining-energy.com…
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 – founder BYD, Elon Musk, Jack Cheng - co-founder NIO, Bob Galyen – ex GM and CTO CATL, Li Shufu – founder Geely and a lot of other formidable people pushing the EV revolution. We also talk about the people we admire Michael Dunne, Robert Llewellyn and Simon Moores. Thanks to them, we see clearer. And in EVs as in any sector, culture eats policy every morning for breakfast. -------------------------------------------------------------- VERY IMPORTANT: We are doing a Q&A Episode in November Ask us whatever you want!!! Send your questions: info@redefining-energy.com…
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 cheaper inputs, technological improvements and larger volumes, not dissimilar to what happened in recent years to the solar industry. Is LFP the winning chemistry or is there still a future for NMC? Laurent and Gerard bring Dr Engelke, Chair of Battery Associates, to try to make sense of it all. This young German company has been developing a world class expertise and how uses it to train the future work force is how to build a Gigafactory and how to optimize it. With clients like Tesla, VW and CATL, Battery Associates is in the thick of it. GenZ is defying all politicians by creating a transnational spirit of collaboration between Continents to promote a faster and more efficient future. Because in the end, it is all about Human Capital. China has benefited from our technology for decades, let’s not be shy and emulate their playbook. It will be more efficient in the long term than lobbying regulators, whine and ask for tariffs and subsidies. Despite the roller coaster, never forget that in a fast-growing market, short term demand is generally overstated, while long term demand is generally understated. ----- We don’t often recommend other podcasts/YouTube (I know we should). If you are interested in Batteries, please listen/view this interview of Robin Zheng, CEO of CATL. Really fascinating https://youtu.be/5VIXjjw4u9A?si=enaf8fls2F82YxoX https://podcasts.apple.com/gb/podcast/catl-ceo-founder-robin-zeng-the-journey-to-market/id1614211565?i=1000669887553…
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 World Nuclear Industry Status Report. Essential to understand what is going on in the Nuclear Industry beyond the headlines and the lobbying – More than 500 pages of data and facts. https://www.worldnuclearreport.org/World-Nuclear-Industry-Status-Report-2024…
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