Anmelden
Cover von Redefining Energy

Wirtschaft

Redefining Energy

von Laurent Segalen and Gerard Reid

Website RSS

Folgenzu den neuesten

  1. 223. Solar + Storage: The Economic Core of the Future Grid - Apr26

    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. We are in the midst of a technological revolution driven by electrification and AI. But buildi

  2. 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 Energy Studies, about the profound transformation reshaping China’s energy system. At the hear

  3. 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 conflict is reshaping the industry. In normal times, LNG supply is led by Qatar, the U.S., a

  4. 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 catch-up on how both her career and the energy sector have evolved. What began with her bein

  5. 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 the coming power demand surge and the strain it is placing on today’s US market structure

  6. 218. Climate Tech Battle Royale (Shayle Kann vs. Gerard Reid) - 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 and future of Climate Tech. The discussion was organised by Carbon Equity and led by its co-

  7. 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 faster. Volatility isn’t elevated. It’s systemic. But this isn’t just another commodity cycle.

  8. 216. Clean Energy Equities Market: "Dancing While the Music Plays" - Feb26

    Clean Energy equities have comfortably outperformed the major indices in 2025. Laurent and Gerard are joined by friend of the show Shanu Mathew, an equity portfolio manager everyone in the sector knows to unpack what’s really driving this p

  9. 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 renewable economics. What begins with PPA pricing quickly evolves into a broader conversat

  10. 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. The great Doug Houseman draws a useful distinction between reliability and resilience. “Relia

  11. 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 Editor, Infrastructure Investor (part of the PEI Group), Laurent and Gerard cut through t

  12. 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 targeting 60 million heat pumps by 2030. By the end of 2025, almost 30 million units were al

  13. 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 toward the distribution grid. Jo-Jo explains why the “last mile” is becoming the true engi

  14. 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, Laurent, and Michael boldly predict the future of the energy transition… and then publicly roast themsel

  15. 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 energy moments that shaped 2025. • Deals of the Year: The spectacular offshore wind meltdow

  16. 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 large language models, chips, and datacenters are designed and located? To meet the exponen

  17. 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 hosted by Jonathan Gifford, they discuss about the future for the intersection of e-mobility and renewa

  18. 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 predictable, government-backed cash flows. Yet the gradual phase-out of subsidies and the

  19. 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 owes what, make sure the rules are fair, and keep the system balanced in real time. Think of

  20. 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 explore how COP30 is structured, the role of the Global Renewable Alliance, and the dynamics among partici

  21. 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 this rapid expansion come new concerns: Are we scaling too quickly? And is the proliferati

  22. 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. energy market signals are failing to support new capacity investments, despite soaring demand (espe

  23. 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 dominating the field, or are serious alternatives emerging? What roles are Europe, the U.S., and o

  24. 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 analyst in climate and energy, Nat is known for his clear insights on clean energy, decarbonizat

  25. 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 assumption, companies have been pouring in investments at an aggressive pace, with plans to doubl

  26. 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 Williams from Modo Energy, gives us the big picture and fundamentals of the German battery mark

  27. 197. The fight for accurate Carbon Accounting and 24/7 Green Power - Sep25

    With Gerard away, Laurent invited another Irishman, Killian Daly, to dive into a technical—but critically important—topic: carbon accounting, power procurement, the GHG Protocol (v3), and the push for 24/7 green energy. For as long as we ca

  28. 196. Are SAF and Marine Green Fuels worth the Carbon Reductions? - Sep25

    Aviation and marine transport together account for approximately 15% of global oil consumption—a substantial share driven by sectors that are among the hardest to decarbonize. Unlike road transport or power generation, these industries face

  29. 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 discipline. ACCURE is a cutting-edge startup that is redefining how batteries are monitored and

  30. 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 risk. Weather forecasting is undergoing a quantum leap, powered by breakthroughs in satellite

Ältere Folgen

Anmelden oder registrieren

Jetzt

0:00 / 0:00