Redefining Energy

Laurent Segalen and Gerard Reid
  • 4.7 (109)
  • ECONOMÍA Y EMPRESA
  • DOS VECES AL MES
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://www.linkedin.com/company/redefining-energy/ X handle: @Redef_Energy

  1. 13 ENE

    166. Green Equities Performance: Core vs Periphery

    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 Management and Portfolio Manager/Analyst on US Sustainable Equity.   We are going to analyse the performance of “Cleantech” Equities throughout 2024 and discuss what to expect for 2025. Let’s be honest: 2024 was an annus horribilis for “Core” Cleantech with major indices (S&P Global Clean Energy Index) down 20%. But 2024 was also an exceptional year for “Periphery” (or adjacent) Cleantech with companies like Siemens Energy and GE Vernova being star performers. Why such a divergence between “Core” and “Periphery”? What fundamentals are sustaining such trends? Beside interest rates, political uncertainties, competition of China, there are some green shoots that certain segments have better captured than others. And of course, we are talking about load growth and the rise of datacenters. A rising tide lift all boats, and Core Cleantech having been so much slaughtered in recent years due to past excesses, we foresee a positive rebalancing in 2025. Overall, a very vast panorama of how the market values the future of the Energy Transition.

    30 min

  2. 2 ENE

    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 Predictions in the Energy Transition. Here are the predictions that were made a year ago. 1) Stellantis will outsource its EV production in China 2) Politics: Elections in 2024 could derail the Energy Transition 3) Oversupply of everything energy related – Prices are going down 4) Stronger top-down governance of Transmission and Interconnection 5) The return of Clean Energy shares 6) China will gain massive international market in Wind and EVs   Winner for best predictions is Michael Barnard, and the loser is Laurent (as usual)   And here are our 6 predictions for 2025 1) Oil production down in the US in 2025 2) Oil prices will hit 40USD/bl in 2025 3) Geopolitics, stressed supply chains and Energy bonanza will bring a more innovative and better world 4) A bloodbath for Hydrogen in the Transportation sector 5) Record installation of Solar (700GW), EVs (20m) and Batteries (200GWh) 6) The end of all financial products labelled ESG, Climate and Carbon   We wish all our listeners an excellent year 2025 and we love you all.

    27 min

  3. 23/12/2024

    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, Hydrogen, Renewables, USA vs Europe vs China, Climate. What worked, what did not work. 2024 is a year that will be remembered at pivotal in so many aspects. We salute our friends, our influencers and unveil our book of the year: “The coming wave” by Mustafa Suleyman, not purely about Energy, but about the digital transformation that is revolutionising the world. Laurent and Gerard wish our listeners wonderful year end celebrations and… Buckle up for 2025.

    18 min

  4. 16/12/2024

    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 called “Welcome to the Era of Energy Disruption”   An excellent introduction for tomorrow’s world.    You can watch Gerard on YouTube: https://www.youtube.com/watch?v=VXwGvLj4rak

    14 min

  5. 09/12/2024

    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 reduce or remove emissions. They occupy the “missing middle” between VC and PE-Infra allowing growth, FOAK and deployment. Their positioning comes on the heels of VCs such as Prelude Ventures, Energy Impact Partners or Breakthrough Energy Ventures. Laurent and Gerard invite its co-CIO, Shaun Kingsbury, the “inventor” of North Sea Offshore Wind when he was at the head of UK Green Investment Bank. We talk about the investment thesis and its portfolio. Steel? Cement? Electro-mobility? Gerard discusses the general environment when it comes to Climate Tech (not great) and wonders if the third wave of Green Investment is not hitting a wall after years of exuberance. Shaun concludes that there is no future for climate innovations if they don’t deliver attractive risk-adjusted financial returns. There will be short term bumps, but the long term is bright.

    30 min

  6. 02/12/2024

    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.  The Swedish battery start-up burned through billions of euros in capital from investors such as Volkswagen, Goldman Sachs, and others, with little to show for it. Laurent and Gerard conduct a postmortem on this debacle of epic proportions. With access to confidential sources within the company and its supply chain, they arrived at the same conclusions as Robin Zheng, CEO of CATL—the world’s leading battery manufacturer—who stated: “They have the wrong design, the wrong process, and the wrong equipment. How can they scale up? So almost all mistakes together.” The root causes of Northvolt’s failure? Hubris and culture. What’s next for the European battery industry? It’s time to face reality: partner with the best or risk failure. Northvolt’s collapse is a tragedy for its believers and a costly loss for investors. However, the industry continues to grow at a breakneck pace, and with pragmatism, there is a path forward.

    17 min

  7. 25/11/2024

    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 king Octopus, Simon Phelan and his company Hometree have managed to become an unlikely challenger in the deployment of the Energy transition inside home. And Simon has achieved this feat by flipping the system onto his head. Hometree is a company that offers its customers home emergency breakdown insurance, plus installations and financing for energy efficient hardware. The achievements of Hometree are truly remarkable: 100,000 homes covered, a network 5,000 engineers, 100mEUR VC raised (Legal & General, Blackrock), 400mEUR securitisation of behind the meter asset portfolio (Barclays and CPPIB). How has the Hometree system cracked the code of home energy decarbonisation? They don’t “push” a product or a technology, they “pull” the client towards the best decarbonised solution. It starts with insurance, making sure that your heating system always work and thus creating long term relationships with clients. Then comes the financing with fully wrapped solutions that lower the prices; the financing is then securitised to investors. And it is a good risk. Finally, having boots on the ground to serve clients to repair, maintain or build. The eco-system is so versatile and powerful that all Utilities are looking to partner with Hometree … in the secret hope of staying relevant against the Octopus juggernaut.  We call Hometree: “the Best of the Rest”.

    31 min

  8. 18/11/2024

    159. Live from Baku Cop29. Inside the Zone: Chaos, Shock and Hope

    Laurent goes live to Baku COP29 to discuss with Bruce “Almighty” Douglas, CEO Global Renewable Alliance and tireless promoter of Renewable Energy. He is the one who coins the famous “Triple Renewables” rallying cry, and has been rewarded by joining the precious list of TIME 100 Climate leaders. With Bruce, Laurent dives into COP. Shambolic, Rudderless and Essential nevertheless. The world of renewables is at the centre stage, dealing with diplomats who are doing politics without a calculator while policy makers are busy inventing more alphabet soup concepts while ignoring geopolitics. COP is the summary of the world’s contradictions. COPs are useless and irreplaceable at the same time.

    14 min
Ver todo (149)

4.7
de 5
109 calificaciones

Acerca de

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://www.linkedin.com/company/redefining-energy/ X handle: @Redef_Energy

Información

  • Creador
    Laurent Segalen and Gerard Reid
  • Años de actividad
    2018 - 2025
  • Episodios
    149
  • Clasificación
    Apto
  • Copyright
    © Laurent Segalen and Gerard Reid
  • Mostrar sitio web
    Redefining Energy

También te podría interesar

Para escuchar episodios explícitos, inicia sesión.

Mantente al día con este programa

Inicia sesión o regístrate para seguir programas, guardar episodios y enterarte de las últimas novedades.
Elige un país o región

Africa, Oriente Medio e India

Asia-Pacífico

Europa

Latinoamérica y el Caribe

Estados Unidos y Canadá