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:...
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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...
174. Live from Cambridge – Laurent and Gerard with Pr. David Cebon on Electrifying trucks
Early March, Gerard and Laurent were invited by the Cambridge University Energy Technology Society (CUETS) for a live session of Redefining Energy.
173. The politization of Critical Materials - Mar25
The XXIst century economy will be powered by 'critical minerals' such as lithium, nickel, cobalt, and rare earths. China has spent the past 20 years b...
172. The new age of Energy Security, Flexibility, and Resilience (with Eurelectric)
Laurent welcomes Kristian Ruby, Secretary General of Eurelectric, to discuss Energy Security, Resilience and Flexibility though the impact of E-Mobili...
171. PPAs and Tolling: lessons for the future - Mar25
It has become a tradition to welcome Luca Pedretti, Co-Founder of Pexapark, to the show to discuss the evolving PPA market, especially now that Pexapa...
170. Why is the electricity Supercycle unstoppable? Gerard in Davos
As urgent calls for climate change action continue, an energy supercycle is underway, driven by the increasing need for electrification and digitaliza...
169. 2025 State of play in the battery universe - Feb25
2024 has been another exceptional year for the battery industry. We have invited Aaron Wade to discuss the various technological and economic aspects...
168. "Invest where it hurts!" - Laurent at Pexapark
While Gerard Reid was at Davos, schmoozing with world leaders, Laurent Segalen was invited by Luca Pedretti on the Pexapark podcast. They had a conver...
167. The future growth of LNG - Jan 25
As the price of gas and LNG (Liquified Natural Gas) becomes a key factor for the value of the world’s energy, we have decided to bring in a top gas ex...
166. Green Equities Performance: Core vs Periphery - Jan 2025
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 Manage...
165. Our Predictions for 2025
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 Predi...
164. 2024 Wrap up: Successes, Surprises and Shocks
Merry Christmas. This is our last Episode of the Year where Laurent and Gerard summarise what impressed them, surprised them and shocked them. AI, Hyd...
163. Gerard is live at TedXBerlin / Welcome to the Era of Energy Disruption
Gerard delivered a master class at TedXBerlin about the four forces driving the Energy Revolution Solar, Batteries, Electronics and China. It is calle...
162. Industrial Climate Solutions – Bridging the “Missing Middle” - Dec24
Just Climate is a 1.5bnUSD vehicle established by Generation Investment with the mission to invest in the highest impact solutions that can radically...
161. Northvolt - Epitaph
Northvolt, once the poster child of the European battery industry, shocked the world last month by filling for Chapter 11 in the United States.
...
160. Financing the Residential Energy Transition - Nov24
Deploying solar and heat pumps in the residential sector is all well and good, but many attempts to scale have unfortunately failed.
Beyond the...