Redefining Energy6 Loka 2025

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 market.

Legacy developers have not yet been able to catch that wave, but newcomers have. We bring on one those new pioneers, Philipp Man, CEO of Terralayr.

In less than three years, Philipp has managed to set up a company which operates or currently builds 150MW of batteries in Germany; more importantly he has managed to sign some of the first tolling agreements with heavyweights such as Vattenfall and RWE. His approach combines medium size batteries (10-30MW) rather than gigantic ones.

The Vattenfall-Terralayr deal is a pioneering seven-year, 55 MW multi-asset capacity tolling agreement for a decentralized fleet of battery energy storage systems (BESS) across Germany, announced in May 2025. Described as an industry-first "virtual battery tolling structure," it marks a significant shift from traditional single-asset tolling models, enabling scalable and flexible energy storage solutions without significant capital investment from Vattenfall.

With Philipp, we dissect his lightspeed approach in a seemingly bureaucratic environment, we analyse how he has been to put assets on the ground so fast, and his approach to commercialisation of flexibility combining hard assets and a digital layer.

We discuss the price formation of tolling agreements, the “tranching” of capacity and how he sees the future. Is Terralayr a tech company? Is it an infrastructure play? Well, a bit of both.

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Jaksot(203)

244. AI Transforming Distribution Grids - Aug26

There is no shortage of discussion about the role of AI in the energy transition. Yet while many talk about the future of intelligent grids, only a handful of industry leaders are delivering solutions...

31 Elo 30min

243. From EVs to BESS: Why capital is flowing to batteries - Aug26

Recorded at the SolarPower Summit in Brussels this conversation between Laurent Segalen and Jonathan Gifford examines why batteries have become one of the fastest growing and most strategically import...

24 Elo 21min

242. HVDC & the Grid of the future - Michael Barnard - Aug26

Michael Barnard welcomes Cornelis Plet, CTO of Grid Systems Integration at GE Vernova, about the technologies reshaping modern power systems and the practical realities of building an electrified futu...

17 Elo 41min

241. The Great Oxford Debate: “Energy and Aristotle" - Aug26

In March 2026, Laurent was invited by Jan Rosenow at Oriel College, Oxford, for a public debate on the energy transition. Held in the College's historic library, the discussion brought together contra...

10 Elo 34min

240. The CHINT Blueprint, or the Chinese Solar revolution from the inside - Aug26

During Intersolar (The Smart E), Gerard sat down with Dr Chuan Lu, CEO Astronergy and Director of Chint Group to discuss, from the inside the Chinese Solar revolution. 2026 was Dr Lu and Chint 15th pa...

3 Elo 29min

239. Space PPAs for satellites - Jul26

Laurent and Gerard set out to explore one of the biggest ideas emerging alongside the excitement around the SpaceX IPO: datacenters in space. To refuel those satellites emerged the concept of an orbit...

27 Heinä 26min

238. Revealed: CIP’s Playbook (Live from DLA Piper) - Jul26

In June 2026, Gerard and Laurent recorded a live episode at DLA Piper’s Charging Up Capital 2026 Global Energy and Digital Investments Forum with Rowan Parkhouse, Managing Director at Copenhagen Infra...

20 Heinä 35min

237. Datacenters: "Let’s get Physical" with Quinbrook - Jul26

Gerard and Laurent first welcomed David Scaysbrook to the podcast in Episode 66, back in January 2022, for a conversation about the future of 24/7 power. Four years later, it felt like the right momen...

13 Heinä 31min