47 episodes

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/

Redefining Energy Laurent Segalen + Gerard Reid

    • Business
    • 4.9 • 7 Ratings

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/

    58. Fuel Switch or Fuel Fix for Steel and Cement? - sep21

    58. Fuel Switch or Fuel Fix for Steel and Cement? - sep21

    Steel and cement with their 2,000 mills and 3,000 kilns, together currently emit 15% of the world’s CO2. So far, they’ve been exempted from carbon trading or carbon pricing, which means no significant reductions have been implemented. But in a 1.5degree and Net Zero scenarios, they start to feel the pressure.

    We brought Dolf Gielen, Director Innovation and Technology at IRENA (International Renewable Energy Agency) into the conversation to try to understand why those industries are so hard to decarbonise. And we are focusing the debate on a very simple choice: do you fix the fuel (with CCS – Carbon Capture and Storage of CO2) or do you switch the fuel (with – for example Hydrogen or Biomass)?

    There are a lot of hurdles to overcome, such as: bad economics, international competition (especially for steel, not so for cement), and regulators who don’t seem to be very interested.

    Some promising options are now on the table, but they will require massive governments interventions.

    References:
    Engineering with Rosie (Youtube) on CCS technologies: https://www.youtube.com/watch?v=fC388uNJhUY

    An excellent blog on cement emissions:
    https://www.linkedin.com/pulse/co2-emission-from-cement-industry-whats-best-estimate-claude-lorea/

    McKinsey on decarbonizing Steel:
    https://www.mckinsey.com/industries/metals-and-mining/our-insights/decarbonization-challenge-for-steel

    Dolf Gielen: https://www.linkedin.com/in/dolf-gielen-852ab514/

    And, last but not least, a hilarious video explaining really how CCS/CCUS works
    https://www.youtube.com/watch?v=MSZgoFyuHC8

    Many Thanks to Aquila Capital for supporting the show
    https://www.aquila-capital.de/en/

    • 27 min
    57. Methane, the invisible elephant in the room - sep21

    57. Methane, the invisible elephant in the room - sep21

    Methane is the largest source of greenhouse gas after CO2. The latest IPCC report has flagged the issue as “Code Red”. Until recently, Methane Emissions had not been universally monitored nor managed. Hence, how can Natural Gas legitimately claim that is it is a “bridge fuel” in the fight against Climate Change?
    Thankfully, the landscape is starting to evolve; and it’s about time, as methane emissions represent 8x those of the much-publicised aviation sector.
    Behind this major improvement is the non-for-profit MIQ, co-piloted by the prestigious RMI (Rocky Mountain Institute). MIQ had devised a ranking system for all Oil and Gas provenance, assessing and grading the content of venting, leaking, and flaring. The MIQ system leads to third party certification, a major milestone in the fight against Climate Change.
    Gerard and Laurent seat with Georges Tijbosch, senior advisor at MIQ, who is deploying those major advancements, which might have significant geopolitical implications.
    Finally, Gerard debunks Laurent’s wild conspiracy theories around Russian gas.

    References:
    MIQ: https://miq.org/
    Capterio: https://capterio.com/flareintel
    Kayrros: https://www.kayrros.com/methane-watch/

    A great thanks to Aquila Capital for supporting the show: https://www.aquila-capital.de/en/

    • 34 min
    56. How to decarbonise Aviation? - aug21

    56. How to decarbonise Aviation? - aug21

    The future of Sustainable Aviation is a very hot topic, but there are currently more questions than answers:
    How much of the aviation can be electrified? Will innovation come from start-ups teaming up with VCs or large OEMs? What new systems will have to be designed and certified? Is Hydrogen a solution or a fantasy? What role will biofuels and e-fuels play?
    To enrich the debate, Gerard and Laurent have invited Toby McCann to assess the various routes. Toby McCann is an Aviator and an Aircraft Engineering manager at Thales, veteran of the Fleet Air Arm with over 25 years' operating around the globe. He is also one of the top experts in Sustainable Aviation.

    Toby McCann: https://www.linkedin.com/in/tobymccann/
    List of all new Electric planes starts ups: https://aamrealityindex.com/
    Look at this beauty: https://www.faradair.com/

    A great thanks to Aquila Capital for supporting the show: https://www.aquila-capital.de/en/

    • 29 min
    55. EVs: Tesla against the world - aug21

    55. EVs: Tesla against the world - aug21

    2020 has proven a turning point in the EV market, and the trend is accelerating in 2021: more models, stronger public policies, mass roll-out of charging infrastructure, and a 300bnUSD race to catch up on Tesla.

    What’s the current state of play in the EV market? Among the OEMs, which are the Tesla challengers, and which are the laggards? Do the SPACs have any future? What are the Chinese up to? What to think about innovative outsiders such as Rivian and Rimac? What about vertical integration, software developments, autonomy, and new services?

    A refreshing open conversation with our friend James Carter, a 25-year veteran of the Automotive industry and recognized sharpest mind on the future of mobility.
    https://www.linkedin.com/in/jamescartertoronto/

    Check our friends:
    Benchmark Mineral Intelligence: https://www.benchmarkminerals.com/
    Rho Motion: https://rhomotion.com/

    A great thanks to Aquila Capital for supporting the show: https://www.aquila-capital.de/en/

    • 33 min
    54. Energy Trading: it is now man vs. machine - jul21

    54. Energy Trading: it is now man vs. machine - jul21

    The development of renewables has made power markets much more volatile, hence “volatility is the new gold”. Harnessing that volatility requires skills much beyond the traditional Energy Trader’s capabilities: welcome to the new digital energy trading system.
    To discuss those changes, we are invited Peter Bance, CEO of Origami. Origami’s patented technology enables energy companies to seamlessly bring together real-time data from physical assets, financial markets, and existing customer systems to optimise power trading.
    Peter offers us a view into a new type of Energy Trading where the Grid is dominated by Renewables.

    Thanks again to our partner, Aquila Capital
    https://www.aquila-capital.de/en/

    • 27 min
    53. Oil Majors: the journey from molecules to electrons - jul21

    53. Oil Majors: the journey from molecules to electrons - jul21

    Navigating the Energy Transition for an Oil Major is not that simple. Decades-old simple centralised molecules energy systems are making way to decentralised electrons models. Some Oil Majors have simply decided to ignore the Energy transition, others - like Shell - are trying to adapt their business to it.
    A trading company by DNA, Shell has decided to mostly focus its strengths on the mid-stream and downstream segments. New businesses are being launched or acquired, centred around digital, trading, Virtual Power Plants (VPP) and EV charging.
    It is still early days to conclude if Shell will be able to ride the Energy Transition, but some green shoots, under the leadership of our guest, Ulrika Wising, Global VP Customer Solutions at Shell Renewables & Energy Solutions, are certainly promising.
    Will Oil Majors turn into Energy Majors? For once Gerard and Laurent disagree on pretty much everything!
    -----
    Thank you to our partner Aquila Capital
    https://www.aquila-capital.de/en/

    • 35 min

Customer Reviews

4.9 out of 5
7 Ratings

7 Ratings

davidmonfils ,

Great show!

The 2 co-hosts provide a high quality program. They invite experts in the renewables business and get to the bottom of each topic. Highly recommended if you seek a better understanding on the energy transition.

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