Redefining Energy
ఛానెల్ వివరాలు
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:...
ఇటీవలి ఎపిసోడ్లు
195 ఎపిసోడ్లు
236. The Bankability of Energy Storage (Solar Power Summit) - Jul26
In May 2026, our co-host Laurent Segalen had the privilege of chairing a high-profile panel hosted by SolarPower Europe at its annual Solar Power Summ...
235. European Sovereign Neocloud - Jun26
Gerard and Laurent welcome Michel Boutouil, co-founder and CEO of Polarise, a leading European AI infrastructure provider and NVIDIA Cloud Partner bas...
234. Engie, the remarkable turn around (live from Eurelectric Power Summit) - Jun26
At the Eurelectric Power Summit 2026 in Helsinki, Laurent had the opportunity to sit down with Catherine MacGregor, CEO of ENGIE and Vice President of...
233. To predict the future, “In BNEF we Trust” - Jun26
The International Energy Agency (IEA) and the International Renewable Energy Agency (IRENA) have made significant progress in recent years. Yet they r...
232. GB’s NESO: the “cool” operator - Jun26
Gerard and Laurent have the pleasure of welcoming Fintan Slye, CEO of NESO — Great Britain’s National Energy System Operator.
In a lively and...
231. Car Wars: China vs. the West - Jun26
The global auto industry is splitting into two very different worlds — what legendary auto expert Michael Dunne calls “a tale of two countries.” Dunne...
230. The growing complexity of battery fleet management - May26
The BESS market is growing at a phenomenal pace. You would think battery management is becoming easier. The reality? It is becoming increasingly compl...
229. Climate Tech reinvented: from green molecules to green electrons - May26
Where is Climate Tech heading? Certainly not dead — but constantly reinventing itself. So much so that you begin to wonder whether the label itself ha...
228. Decentralizing Power: The Rise of Behind-the-Meter Energy - May26
The power system is aging and poorly equipped to handle the rapid, large-scale shift toward renewables. According to Philipp Schröder, CEO of 1KOMMA5°...
227. Wind + Grids = Energy Security - May26
Gerard and Laurent welcome Tinne Van der Straeten, CEO of WindEurope—the leading voice of the wind industry in Europe, representing more than 600 memb...
226. Energy trends and shocks: from “range anxiety” to “pump anxiety” - Apr26
Ember released its 2026 Global Electricity Review (GER26) last week—an extraordinary report showing that 100% of new global electricity generation has...
225. US Utilities vs Hyperscalers - Apr26
In episode 219, we analysed the relationship between hyperscalers and US utilities from the hyperscaler perspective. To complete the picture, we revis...
224. From Wind farms (yield) to Datacenters (growth) - Apr26
Laurent and Gerard sit down with Paul O’Donnell, Partner at SchrodersGreencoat, a fund manager that has invested more than €13 billion and controls ov...
223. Solar + Storage: The Economic Core of the Future Grid
Gerard is invited by Ana Conde from PVcase to make the case for solar paired with storage as the economic foundation of the future energy system.
222. Understanding Energy and Technology in China - Mar26
Laurent and Gerard speak with Dr. Michal Meidan, Head of China Energy Research at the China Energy Research Programme at the Oxford Institute for Ener...
221. LNG – Hormuz – “Apocalypse Now” - Mar26
Gerard and Laurent host Ira Joseph, a leading expert on gas and LNG markets at the Columbia Center on Global Energy, to explore how the Middle East co...
220. Deal Trends for M&A and Energy Financing - Mar26
Six years after her last appearance on the podcast (Episode 28, 15 June 2020), Natasha Luther-Jones returns to join Laurent and Gerard for a lively c...
219. Hyperscalers vs US Utilities - Mar26
While Gerard is fixing his knee, Laurent invites Chris Seiple, Vice Chairman of WoodMac Power & Renewables group, to try to make sense of the scale of...
218. Climate Tech Battle Royale - Mar26
Last month, Gerard Reid joined Shayle Kann, Managing Partner at Energy Impact Partners, for a world class and fast-moving conversation on the state an...
217. Lithium, Copper, Silver and other metals go ballistic - Feb26
Lithium has doubled in three months. Copper is printing record highs. Silver went vertical—then collapsed. The move was fast. The reversals were faste...
216. Dancing While the Music Plays: Clean Energy Equities Market - Feb26
Clean Energy equities have comfortably outperformed the major indices in 2025.
Laurent and Gerard are joined by friend of the show Shan...
215. PPAs, FPAs, IPPs, Flex and Capture rates: new paradigms - Feb26
Luca Pedretti, Co-Founder, Pexapark, returns to discuss how volatility, market design, and new contract structures are transforming power markets and...
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...