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

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

Episoder(180)

221. LNG – Hormuz – “Apocalypse Now” - Mar26

221. LNG – Hormuz – “Apocalypse Now” - Mar26

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220. Deal Trends for M&A and Energy Financing - Mar26

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 sect...

16 Mar 28min

219. Hyperscalers vs US Utilities - Mar26

219. Hyperscalers vs US Utilities - Mar26

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218. Climate Tech Battle Royale (Shayle Kann vs. Gerard Reid) - Mar26

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217. Lithium, Copper, Silver and other metals go ballistic - Feb26

217. Lithium, Copper, Silver and other metals go ballistic - Feb26

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

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

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16 Feb 34min

215. PPAs, FPAs, IPPs, Flex and Capture rates: new paradigms - Feb26

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 ...

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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 b...

2 Feb 29min

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