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
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
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
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
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
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 chos...
7 Apr 202529min
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) for a live session of Redefining Energy.In front of hundreds of attentive students, they had ...
31 Mar 202530min
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 chai...
24 Mar 202533min
