Redefining Energy
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Redefining Energy
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:...
الحلقات الحديثة
173 حلقة
214. Grid Resilience: hot risks, cold solutions - Feb26
Resilience is the buzzword of the moment—from Gerard’s personal resilience on display in Davos last week to the critical issue of grid resilience.
213. Big Funds, Bigger Bets: Inside Infrastructure’s Power Shift - jan26
The infrastructure fund industry has become one of the most powerful engines behind the rise of renewables and datacenters. With Zak Bentley, Americas...
212. Heat Pumps rise again - Jan26
Heat pumps sit at the heart of Europe’s strategy to cut emissions and reduce dependence on imported gas. Under the EU’s REPowerEU plan, the bloc is ta...
211. The last Mile revolution: turning Distribution Networks into Flexibility Powerhouses - jan26
Laurent and Gerard sit down with Jo-Jo Hubbard, CEO of Electron, to explore why the centre of gravity in the energy transition is shifting decisively...
210. Our Predictions for 2026
Happy New Year energy nerds
As tradition demands (and lawyers insist), the first episode of the year is the annual ritual where Gerard, L...
209. Deals, Scandals and other memorable moments of 2025
For our final episode of the year, Laurent jumped onto the Wolfe Power podcast, where he and host Alex Wolfe took a no-nonsense tour through the big e...
208. AI vs. Energy: the cost of speed - dec25
Will artificial intelligence reshape the power grid, or will the inertia and complexity of today’s infrastructure slow progress—or even redefine how l...
207. E-Mobility and V-2-X - dec25
Gerard is on stage with Adele Zhao - Trina Solar and Thomas Raffeiner- The Mobility House at the Smarter E Conference.
In a conversation...
206. Renewables Repriced: Hedge Funds and Algo power trading - dec25
For much of the past two decades, renewable energy investment was viewed as a core infrastructure play—favoured by funds and long-term capital seeking...
205. Elexon: The Hidden Engine of Britain’s Power Market - nov25
Running a power market isn’t just about generating electricity—it’s about making sure every kilowatt is accounted for. Someone has to calculate who ow...
204. Live from COP30 – WTFFF and Other Tales from the Amazon
Laurent sits down with Bruce Douglas, CEO of the Global Renewable Alliance, for a live conversation from COP30 in Belém, Brazil.
They exp...
203. Peak Solar - nov25
Solar energy has experienced explosive growth over the past five years — doubling in capacity outside of China and quadrupling within China. But with...
202. The US Power Industry Mismatch: Large Load Growth vs. Investment Capital - Nov25
Laurent and Gerard have an explosive conversation with Bryan Long, Executive Director in JPMorgan’s Commodities Group.
They explore why U.S. ene...
201. Battery Boom or Policy Bust? The Big EV Divergence - Oct25
We are in the middle of a battery boom, for EVs and even more for BESS. What's really happening in the electric vehicle (EV) market? Is China dominati...
200. “200 slides, Energy, AI, and the End of ESG” with Nat Bullard - Oct25
For our 200th episode, we had the pleasure and privilege of speaking with Nat Bullard, one of the sharpest minds in the energy world. A leading analys...
199. The LNG Mirage - Oct25
The oil and gas industry is clinging to the narrative that we're entering a "Golden Age of Gas" — especially when it comes to LNG. Riding this assumpt...
198. Battery Blitz in Germany - Oct25
Germany is experiencing a battery blitz. The market is expected to triple from 2GW to 6GW in less than two years. To give a bit of context, Zach Willi...
197. The fight for accurate Carbon Accounting and 24/7 Green Power - Sept25
With Gerard away, Laurent invited another Irishman, Killian Daly, to dive into a technical—but critically important—topic: carbon accounting, power pr...
196. Are SAF and Marine Green Fuels worth the Carbon Reductions? - Sept25
Aviation and marine transport together account for approximately 15% of global oil consumption—a substantial share driven by sectors that are among th...
195. The Battery Doctor - Sep25
Battery technology lies at the core of the global energy transition, but managing and optimizing battery systems has become a highly specialized disci...
194. Next-Gen Weather Forecasting: AI, Satellites, and Drones - Sep25
Water, wind, sunlight — the driving forces behind renewable energy. The better we can predict them, the more we can accelerate progress and reduce ris...
193. The Seven Deadly Sins of the Energy Transition
Three wise men met and discussed the Seven Sins of The Energy Transition. Laurent, Gerard and Michael dissect seven sectors that have captured attenti...
192. How AI will revolutionise Energy
Gerard delivered a keynote on Digitalisation, AI, Supply Chains and Electrification at the EcoVadis Global Summit.
Gerard Reid argues tha...
191. “How Big Things Get Done” with Pr. Bent Flyvbjerg (hosted by Michael Barnard)
This is a re-release of the legendary interview by Michael Barnard of Pr Bent Flyvbjerg on our sister show ”Redefining Energy Tech” Professor Bent Fly...
190. Solar and Flex – Solar Power Summit 2025
This Spring, Laurent Segalen was invited by Solar Power Europe to moderate a panel, during the Solar Power Summit, around the theme ”Winning the Flex...
189. Energy Disruptions - (Gerard on "Clean Titans")
This is Summer time, so we publish some contents that we have created on other channels
A few weeks ago, Gerard came on the ”Clean Titans...
188. US/Petrostate vs EU/Electrostate – a joint episode with Open Circuit
On July 7th, Gerard and Laurent were invited to appear on the U.S. podcast Open Circuit, alongside Jigar Shah, Katherine Hamilton, and Stephen Lacey....
187. Texas: Power Surge or Power Splurge? - Jul25
Texas is an oddity in the western electricity world: fastest growing load, ultra-low prices, crazy development of renewables. Texas consumes now more...
186. Power under Pressure: Fortum’s CEO on Datacenters’ growth and Russian Attacks (Eurelectric)
Laurent had the pleasure and privilege of sitting down with Markus Rauramo, CEO of Fortum, during the Eurelectric “Power Play” conference in Brussels...
185. Blackouts - Jul25
What Really Happened During the Iberian Blackout This Spring? And How Should We Make Sense of the Conflicting Reports?
To shed light on...
184. Market dynamics and Pricing of Battery Materials - Jun25
Six years ago, Simon Moores, CEO of Benchmark Minerals Intelligence shook the world in a now legendary testimony in front of the US Senate. Then, Simo...
183. Energy Security from the front line: Eastern Europe and Renewables - Jun25
Laurent remembers vividly his trip to Sofia Bulgaria in winter 2009 when the Russians had cut the gas for Bulgaria during a -15C winter. Russia was al...
182. Broken grids and Datacenters load growth - Jun25
We have recently witnessed spectacular black outs: South Australia 2016, Texas Uri 2021, California 2020-21-25 and Iberia 2025. We are not even mentio...
181. “Hot Air” from Tony Blair - May25
The Tony Blair Institute for Global Change (TBI) recently released a widely publicized report titled “The Climate Paradox”, which has garnered signifi...
180. The KKR Energy formula - May25
KKR is a Private Equity giant whose involvement in the Energy/Infrastructure sector has grown bigger over the decades. Energy/Infrastructure investmen...
179. The future of the Auto Industry: Winners, challengers and zombies - May25
On one hand, tariffs are causing significant disruption in the global automotive industry. On the other, the electric vehicle (EV) market continues to...
178. Delivering the Wind Reset - May25
Laurent and Gerard sit down for an in-depth (and at times fiery) conversation with Ben Backwell, Chair of the Global Wind Energy Council (GWEC), to un...
177. The Transatlantic Power Cable: from concept to reality - Apr25
There's been a great deal of excitement and curiosity surrounding the idea of a Transatlantic Interconnector. So, as co-founders, Laurent Segalen and...
176. Renewables are dominating the Electrification of an Energy-hungry world (with Ember) - Apr 25
As we start receiving data for the year 2024 in terms of Energy Production and Consumption, it is time to have a forensic analysis of the global Energ...
175. Capitalizing on the Infrastructure giants’ Blind Spots - Apr25
Capitalizing on the Infrastructure giants’ Blind Spots: How can a specialised PE fund thrive under the new US Administration?
The Energy...