Two investment bankers bimonthly 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/
42. Our predictions for 2021 - jan21
In this Episode, its Nostradamus vs. Cassandra: Laurent and Gerard share their predictions for 2021.
1) “The Empire strikes back”, legacy players in the Energy and Automotive sectors will bounce back
2) The unstoppable development of renewables
3) The SPACs valuation hang-over, most of them imploding after reaching unjustifiable valuations
4) The tipping point in EVs production and adoption
5) The renaissance of the Carbon markets
6) The growing leadership of China in the Energy Transition…
and much more topics that we unveil and will dig more into during the season…
41. The coming Boom of the US Energy Transition - jan21
For our first episode of 2021, we have the pleasure and privilege to welcome Katherine Hamilton, co-founder and Chair at 38 North Solution (a Washington based public policy firm focused on clean energy and innovation). Katherine is one of the best expert of the US energy and environmental policy, and she is also part of the “Energy Gang” the most famous Energy podcast. We consider Katherine to be the “fairy godmother” of Redefining Energy. During a breezy and affable conversation, we analyse the state of play of the American Energy Transition as Trump gives way to Biden. Despite the outgoing Administration’s rhetoric and shenanigans, clean energy has thrived since 2016 (wind +50%, solar x2, batteries x4, EVs x6). Now that a resolutely pro-climate Administration takes the helm, we anticipate a spectacular acceleration of the Energy Transition in America, and Katherine wonderfully explains why.
Happy new year to all our listeners.
40. “Climate Change? Solved!” (with Norman Crowley) - dec20
For our last episode of 2020, we share a Christmas story: until 1931, Santa was green, then he was taken over by Coca-Cola who turned it red. In 2020, Santa is Green again! So we have invited the tech version of Green Santa, Norman Crowley.
Norman, a convinced environmentalist and successful Irish entrepreneur, is investing in advanced solutions to reduce emissions in three key sectors of the Energy Transition: energy efficiency, transportation and food-tech. Norman delivers an optimistic message “Climate Change is solved”: this is due to the rapid adoption of clean technologies rather than old-style command and control, top down policies. Controversial, probably… worth listening, certainly.
Merry Christmas to all our listeners; if you want to make us a nice year-end present, please rate the show 5* and leave a nice review. See you all in 2021.
39. Nuclear Industry, the autopsy - dec20
In 2020, every two days, wind and solar added more net capacity to the world than nuclear in a year. Fifteen years ago, the Nuclear Industry presented itself as the main solution to climate change; today, it is limping towards oblivion. This carnage is mainly self-inflicted: disregard for capital discipline, appalling track record in term of innovation deployment and more basically wrong economics when every other source of energy was working hard to scale up and reduce costs. To assist us in the Industry’s autopsy, we have invited Mycle Schneider, leading independent nuclear expert and coordinator of the internationally acclaimed World Nuclear Industry Status Report. We dissect the reasons why the industry is going from bad to worse, and why its last supports start to wane. Total tragedy.
38. The EV Battery race: gigafactories, supply chains and chemistry - nov20
The EV Battery race is in full swing: competition for scale, building of international supply chains and the search for the best chemistry. After the spectacular Tesla Battery Day where a path to a 50% reduction in batteries costs has been plotted, Redefining Energy tries to assess Tesla’s technological advances versus its competitors: Years or just months? And what is the competition working on?
There is no better guest than Roland Zenn, Supply Chain Manager at Farasis, to provide a technical inside-view on the state-of-the art of Batteries production. Farasis is one of the challengers in the EV battery race, with a partnership with Daimler. Are we on the path to standardization or specialization? How can we continue to reduce prices while ensuring a staggering growth in volume? What are the breakthroughs around the corner? All those themes and much more in this new Episode of the Redefining Energy podcast, to reach an answer to one of the key question of 2020: can the Auto Industry catch up on Tesla?
A great thanks to Simon Moores and Vivas Kumar from Benchmark Mineral Intelligence, George Heppel from CRUGroup, Joe Lowry aka “Mr Lithium”, Howard Klein and Rodney Hooper from RK Equity and Jack Bedder from Roskill for their insights. They are the real experts!
37. Energy Transition in Spain (with Iberdola) - nov20
Spain is a country blessed with natural clean resources, water, wind and sun, but also prong to boom and busts when it comes to the Energy Transition. Thankfully, Spain’s Energy Transition is also managed by no non-sense very competent professionals. It is our pleasure to welcome Agustin Delgado, CTO of Spanish giant Iberdrola, a company more valuable than RWE and E.ON combined. With Agustin, we will review Spain’s plan to massively decarbonise, and use mostly market forces and proven technologies to achieve this goal. Running a clean grid at 70% is within reach, thanks to a savvy combination of Solar, Wind and Pumped Hydro, while Battery Storage and CCGT will be used to balance the market. This will allow the retirement of coal and nuclear while electrifying transport and buildings. A great vision, but a pragmatic and totally doable. Spain is definitely back as a Clean Energy champion, and Iberdrola leads the charge.
Finally, we want to thank all our listeners. More than 75,000 downloads, Close to 100 5* reviews on Itunes. Gerard and Laurent wish you, fellows of the Energy Transition, a happy Anniversary!
Customer ReviewsSee All
Fantastic podcast, best in its category
Lively, edgy, smart entertaining and nevertheless quite sophisticated podcast on Energy
These podcasts are great because they always give some key numbers about the relevant markets and the hosts Laurent and Gerard are not afraid to express their opinions and views. I look forward to the next episodes!
Core energy listening
If you’re interested in energy, absolute must read!