50. Redefining Utilities' strategies in the Electric Decade  (with E.ON at Eurelectric Power Summit 21) - may21
Redefining Energy15 Touko 2021

50. Redefining Utilities' strategies in the Electric Decade (with E.ON at Eurelectric Power Summit 21) - may21

“Sorry, I’m getting emotional when it comes to smart meters”. Part of Eurelectric’ s Power Summit 2021, we have had a great conversation with Dr Leonhard Birnbaum, the new CEO of E.ON.
E.ON is a massive German Utility that has spent the last decade (aka “the lost decade”) selling its coal plants, exiting from nuclear and swapping assets with ex rival RWE. After this reinvention, E.ON can now face the 2020’s with a strong balance sheet and a clear strategy. How to make the most of its two main businesses, retail and networks? What is the impact of digitisation (EV charging, smart meters) on its revenue model? Will it have to adopt a more aggressive strategy than just deleveraging and distributing dividends? To summarise: is E.ON going to be a prey or a predator?
Dr Leonhard Birnbaum faces all our questions with humour, humility, and comes up with a clear vision for his company.
We would like to thank Kristian Ruby and the talented team of Eurelectric for organising the debate. https://www.eurelectric.org/
We thank our partner Aquila Capital for supporting the show - https://www.aquila-capital.de/en/
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@Redef_Energy

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135. 2024: A pivotal year for the Energy Transition in China - Jun24

135. 2024: A pivotal year for the Energy Transition in China - Jun24

In April, we did Ep129 Minutes about China and announced the interview with a real expert. Here it is. With David Fishman, an American based in Shanghai, we dig deep into China’s Energy Transition. We...

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134. EcoSummit Preview

134. EcoSummit Preview

Last week, Laurent was in Athens for the spectacular Eurelectric Summit (we will talk more about it in 2 weeks’ time, with a special Episode) meanwhile, we bring in our friend Jan-Michael Hess, organi...

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133. AI, Datacenters and Energy - May24

133. AI, Datacenters and Energy - May24

"McKinsey, BCG and S&P Global Commodity Insights project electricity demand tied to data centers to increase at a CAGR of 15% through 2030." “Booming AI demand threatens global electricity supply (FT)...

20 Touko 202429min

132. Ember’s Global Electricity Review 2024

132. Ember’s Global Electricity Review 2024

We bring in the star of the week, Ember’s Dave Jones, to discuss the Global Electricity Review 2024, published last week.Main take aways (thank you Nat Bullard): Renewable sources (hydro, wind, solar,...

13 Touko 202411min

131. The future of distribution grids - May24

131. The future of distribution grids - May24

Distribution grids are facing new challenges. On the one hand, they experience a growth of local demand, with EV charging, heat pumps and datacenters. On the other, they must accommodate with the fast...

6 Touko 202431min

130. EVs: Has Tesla lost its Mojo?

130. EVs: Has Tesla lost its Mojo?

We hear conflicting messages regarding the status of the EV market. On the bright side, IEA predicts 17mEV to be sold this year, EV and Hybrids reach 50% market share in China for Q1, more than 500 EV...

29 Huhti 202411min

129. Should the West fear or emulate China?

129. Should the West fear or emulate China?

Laurent and Gerard have a rapid overview of what’s going on regarding the Energy Transition in China and its political implication in the West.Record production of this, record production of that, ove...

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128. Tracking and Trading Green Electrons 24/7 - Apr24

128. Tracking and Trading Green Electrons 24/7 - Apr24

What is the value of green electrons? Hard to say. Depends where, depends when. What is sure is that, in view of recent regulations and corporate commitments, they must be tracked.From an annual basis...

15 Huhti 202431min

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