113 episodes

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

Redefining Energy Laurent Segalen and Gerard Reid

    • Business
    • 4.7 • 97 Ratings

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

    125. Minutes: From Houston to Berlin (via Bilbao), Better Days!

    125. Minutes: From Houston to Berlin (via Bilbao), Better Days!

    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”  

    • 11 min
    124. The challenging Energy Transition of Japan - Mar24

    124. The challenging Energy Transition of Japan - Mar24

    “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 internal market with high margins and limited competition allowing Japan Inc. to expand abroad at super competitive prices, but stifling innovation and diversification? Japan is “Prisoner of its geography” (to quote Tim Marshall); thankfully its answer has been a world class level of engineering allowing to partially overcome its shortcomings.

    And Gerard, during his recent trip to Japan, has witnessed some extraordinary achievements in the energy transition in the downstream sector, with extreme energy efficiency, retail innovations, and digital developments.

    We have the pleasure to welcome Shuichiro Kawamura, who heads one of the rare investments’ funds focusing on the Energy Transition. Established in 2006, Energy & Environment Investment (EEI) is Japan's first VC firm solely dedicated to the energy and environment sectors. They support startups with innovative technologies and services in this space, aiming to drive sustainable growth and positive global impact. As of Q1_24, the AUM of EEI is around US$500MM, with more than 130 portfolio companies. There is no easy formula in Japan. Only the smarts will survive.

    We thank our friends and partners AQUILA CAPITAL for supporting our show.

    • 29 min
    123. Minutes: Conferences and Exhibitions

    123. Minutes: Conferences and Exhibitions

    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 cannot easily be repeated. The storage industry nevertheless rejoices at the fall in price of batteries while the classic Utilities are being challenged by new innovations such as “balcony solar”

    • 9 min
    122. The EV fast-charging revolution - Mar24

    122. The EV fast-charging revolution - Mar24

    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 move. Oil companies have started investing, but at their slow pace. In the Automotive sector, only Tesla has seized on the challenge, and how brilliantly! So, the passivity of incumbents has created an overture for talented and dynamic entrepreneurs. We have decided to invite one of them.
    Our guest is Toddington Harper, CEO of Gridserve, a leading UK charging network. Gerard, Laurent and Toddington discuss all recent developments in EV charging from technology to software to interoperability. We are going to talk about Electric Super Hubs, Electric Retail Hubs and the industry-leading Electric Forecourts®.
    In the coming years, the whole EV charging landscape will totally change and petrol stations will be looked at like we look at CDs and Cassette Tapes. At the heart of the revolution, focus on a consumer-centric approach and a new way of thinking holistically called “sun-to-wheel”. Charging is not a commodity, it’s a service, and only the best service providers will emerge as winners.

    We thank AQUILA CAPITAL for supporting the show.

    • 30 min
    121.Minutes: Data, data and data

    121.Minutes: Data, data and data

    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 statistics – European Electricity review https://ember-climate.org/ https://ember-climate.org/insights/research/european-electricity-review-2024/Then the new bible, from Nat Bullard, available here. Everything Climate and the Energy Transition in 200 slides. https://www.nathanielbullard.com/presentationsAnd for the battery buffs, the encyclopaedia in everything batteries, which comes from the Volta Foundation https://www.volta.foundation/annual-battery-report

    • 9 min
    120. The new value of green power and PPAs - Feb24

    120. The new value of green power and PPAs - Feb24

    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. Trends, duration, size, shapes, types of contracts, risk-sharing arrangements... We try to lay out how the market prices the following risks: capture risks, cannibalization risks, curtailment risks, settlement risks, credit risks…
    Then the discussion moves to the Tech titans and their unquenchable thirst for green power are reshaping the market for green electrons. How new innovations like hourly Green Certificates (GoOs, REGOS) are appearing and adding some transparency in the price discovery process?
    We finally debate about those soviet-era industrial policies in term of fuel choices (nuclear, hydrogen) that seem to ignore the permanent technological innovations (batteries), the need for flex, and the power of the market signals.
    A lot of those themes are also detailed in Pexapark annual PPA report available below

    We thank our friends and partners of Aquila Capital for supporting the show.

    Link to Pexapark 𝐄𝐮𝐫𝐨𝐩𝐞𝐚𝐧 𝐏𝐏𝐀 𝐌𝐚𝐫𝐤𝐞𝐭 𝐎𝐮𝐭𝐥𝐨𝐨𝐤 2024 Report
    https://pexapark.com/european-ppa-market/

    In this report you’ll find:

    💡 A 360° 𝐫𝐞𝐯𝐢𝐞𝐰 𝐨𝐟 𝐏𝐏𝐀 𝐝𝐞𝐚𝐥-𝐦𝐚𝐤𝐢𝐧𝐠 in 2023: Top PPA countries, buyers & sellers, and more thought-provoking data-driven insights
    💡 𝐍𝐞𝐱𝐭 𝐟𝐫𝐨𝐧𝐭𝐢𝐞𝐫𝐬 on the rising: Hybrid PPAs, 24/7 green procurement, PPAs for Green H2 Production, Multi-buyer PPAs
    💡 𝐌𝐚𝐜𝐫𝐨 𝐭𝐡𝐞𝐦𝐞𝐬 setting the rhythm: PPA pricing, market fundamentals and risks, regulatory environment, CfDs vs PPAs
    💡 Distilment of our 𝐓𝐨𝐩 𝐏𝐫𝐞𝐝𝐢𝐜𝐭𝐢𝐨𝐧𝐬 𝐟𝐨𝐫 2024

    • 31 min

Customer Reviews

4.7 out of 5
97 Ratings

97 Ratings

biocrude ,

Based on Economics and Facts

These guys know their stuff and also get fantastic guests to come on and discuss complex energy topics and technologies.

Jxk269 ,

Methane Leaks

The current episode on methane emissions gave good detail on the scope of the problem and what is in the works to address the methane leaks. As usual, the conversation
Has its moments lightened by humor.

codythe1st ,

Informative Podcast

I love listening to the podcast, I am always learning new and exciting information!

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