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193. The Seven Deadly Sins of the Energy Transition
Three wise men met and discussed the Seven Sins of The Energy Transition. Laurent, Gerard and Michael dissect seven sectors that have captured attention, investments and public money and are at best dead ends, at worst disasters waiting to
192. How AI will revolutionise Energy
Gerard delivered a keynote on Digitalisation, AI, Supply Chains and Electrification at the EcoVadis Global Summit. Gerard Reid argues that we are living through a new industrial revolution driven by digitalization, AI, and electrification,
191. “How Big Things Get Done” with Pr. Bent Flyvbjerg (hosted by Michael Barnard)
This is a re-release of the legendary interview by Michael Barnard of Pr Bent Flyvbjerg on our sister show ”Redefining Energy Tech” Professor Bent Flyvbjerg, an expert on megaprojects and author of How Big Things Get Done, shares insights f
190. Solar and Flex – Solar Power Summit 2025
This Spring, Laurent Segalen was invited by Solar Power Europe to moderate a panel, during the Solar Power Summit, around the theme ”Winning the Flex challenges”. The Speakers were: • Andrea Wechsler, Member of the European Parliament, EPP,
189. Energy Disruptions - (Gerard on "Clean Titans")
This is Summer time, so we publish some contents that we have created on other channels A few weeks ago, Gerard came on the ”Clean Titans” The YouTube channel “Clean Titans” focused on clean energy, is hosted by Sam Evans, known as The Clea
188. US/Petrostate vs EU/Electrostate – a joint episode with Open Circuit
On July 7th, Gerard and Laurent were invited to appear on the U.S. podcast Open Circuit, alongside Jigar Shah, Katherine Hamilton, and Stephen Lacey. It was an emotional reunion—Jigar and Katherine were part of the original Energy Gang, the
187. Texas: Power Surge or Power Splurge? - Jul25
Texas is an oddity in the western electricity world: fastest growing load, ultra-low prices, crazy development of renewables. Texas consumes now more power than France, despite having only half the population. Prices are a factor 4 lower co
186. Power under Pressure: Fortum’s CEO on Datacenters’ growth and Russian Attacks (Eurelectric)
Laurent had the pleasure and privilege of sitting down with Markus Rauramo, CEO of Fortum, during the Eurelectric “Power Play” conference in Brussels this June. Fortum, the Finnish energy company also active in Sweden and Poland, finds itse
185. Blackouts - Jul25
What Really Happened During the Iberian Blackout This Spring? And How Should We Make Sense of the Conflicting Reports? To shed light on the events, Gerard and Laurent are joined by global energy expert Steve Berberich, who served as Preside
184. Market dynamics and Pricing of Battery Materials - Jun25
Six years ago, Simon Moores, CEO of Benchmark Minerals Intelligence shook the world in a now legendary testimony in front of the US Senate. Then, Simon predicted the exponential growth of batteries and the control that China was starting to
183. Energy Security from the front line: Eastern Europe and Renewables - Jun25
Laurent remembers vividly his trip to Sofia Bulgaria in winter 2009 when the Russians had cut the gas for Bulgaria during a -15C winter. Russia was already playing hard ball because of (guess what) a financial disagreement with Ukraine. The
182. Broken grids and Datacenters load growth - Jun25
We have recently witnessed spectacular black outs: South Australia 2016, Texas Uri 2021, California 2020-21-25 and Iberia 2025. We are not even mentioning fragile grids in the Global South. We will do an episode on those blackouts later thi
181. “Hot Air” from Tony Blair - May25
The Tony Blair Institute for Global Change (TBI) recently released a widely publicized report titled “The Climate Paradox”, which has garnered significant positive attention from outlets such as the Guardian, the BBC, the Financial Times, B
180. The KKR Energy formula - May25
KKR is a Private Equity giant whose involvement in the Energy/Infrastructure sector has grown bigger over the decades. Energy/Infrastructure investments now represents approx 10% of their global Asset under Management of c.700bnUSD. KKR’s a
179. The future of the Auto Industry: Winners, challengers and zombies - May25
On one hand, tariffs are causing significant disruption in the global automotive industry. On the other, the electric vehicle (EV) market continues to surge, seemingly unaffected. According to the latest Q1 2025 data from Rho Motion, 4.1 mi
178. Delivering the Wind Reset - May25
Laurent and Gerard sit down for an in-depth (and at times fiery) conversation with Ben Backwell, Chair of the Global Wind Energy Council (GWEC), to unpack the current state of the wind industry. Ben joins from Brazil, where preparations for
177. The Transatlantic Power Cable: from concept to reality - Apr25
There's been a great deal of excitement and curiosity surrounding the idea of a Transatlantic Interconnector. So, as co-founders, Laurent Segalen and Simon Ludlam, alongside their adviser Gerard Reid, have decided to release a special episo
176. Renewables are dominating the Electrification of an Energy-hungry world (with Ember) - Apr 25
As we start receiving data for the year 2024 in terms of Energy Production and Consumption, it is time to have a forensic analysis of the global Energy Complex in 2024. Last month we had the always comprehensive IEA Global Energy Review, an
175. Capitalizing on the Infrastructure giants’ Blind Spots - Apr25
Capitalizing on the Infrastructure giants’ Blind Spots: How can a specialised PE fund thrive under the new US Administration? The Energy Transition encompasses more than just power and AI. We have chosen to explore the niche yet crucial are
174. Live from Cambridge – Laurent and Gerard with Pr. David Cebon on Electrifying trucks
Early March, Gerard and Laurent were invited by the Cambridge University Energy Technology Society (CUETS) (https://www.linkedin.com/company/cambridge-university-energy-technology-society/) for a live session of Redefining Energy. In front
173. The politization of Critical Materials - Mar25
The XXIst century economy will be powered by 'critical minerals' such as lithium, nickel, cobalt, and rare earths. China has spent the past 20 years building a dominant position across the supply chain for these metals. The rest of the worl
172. The new age of Energy Security, Flexibility, and Resilience (with Eurelectric)
Laurent welcomes Kristian Ruby, Secretary General of Eurelectric, to discuss Energy Security, Resilience and Flexibility though the impact of E-Mobility. Energy Security has become a critical issue, especially with the recent sabotage of un
171. PPAs and Tolling: lessons for the future - Mar25
It has become a tradition to welcome Luca Pedretti, Co-Founder of Pexapark, to the show to discuss the evolving PPA market, especially now that Pexapark has released its annual State of the Market report. Laurent and Gerard are joined by Lu
170. Why is the electricity Supercycle unstoppable? Gerard in Davos
As urgent calls for climate change action continue, an energy supercycle is underway, driven by the increasing need for electrification and digitalization, particularly in high-growth sectors like AI and data centers. Securing a reliable, a
169. 2025 State of play in the battery universe - Feb25
2024 has been another exceptional year for the battery industry. We have invited Aaron Wade to discuss the various technological and economic aspects of this rapidly expanding universe. Aaron is a rising star in the battery world. Not only
168. "Invest where it hurts!" - Laurent at Pexapark
While Gerard Reid was at Davos, schmoozing with world leaders, Laurent Segalen was invited by Luca Pedretti on the Pexapark podcast. They had a conversation around where to invest in the Energy Transition. Laurent has designed a typology of
167. The future growth of LNG - Jan 25
As the price of gas and LNG (Liquified Natural Gas) becomes a key factor for the value of the world’s energy, we have decided to bring in a top gas expert to explain where the market is and how is it going to evolve. Seb Kennedy is a leadin
166. Green Equities Performance: Core vs Periphery - Jan 2025
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 p
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) St
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 i
