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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Episoder(174)

183. Energy Security from the front line: Eastern Europe and Renewables - Jun25

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 ...

15 Jun 202527min

182. Broken grids and Datacenters load growth  - Jun25

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 d...

9 Jun 202532min

181. “Hot Air” from Tony Blair - May25

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 G...

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180. The KKR Energy formula - May25

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...

19 Mai 202527min

179. The future of the Auto Industry: Winners, challengers and zombies - May25

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 lat...

12 Mai 202531min

178. Delivering the Wind Reset - May25

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 j...

5 Mai 202526min

177. The Transatlantic Power Cable: from concept to reality - Apr25

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,...

28 Apr 202535min

176.  Renewables are dominating the Electrification of an Energy-hungry world (with Ember) - Apr 25

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 com...

14 Apr 202531min

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