Redefining Energy

Redefining Energy

Two investment bankers weekly explore how tech, finance, markets and regulations are radically redefining the world of energy: Renewable Energy, Electric Cars, Hydrogen, Battery Storage, Digitisation...
Your co-hosts: from Berlin, Gerard Reid and from London, Laurent Segalen.
Our LinkedIn page: https://www.linkedin.com/company/redefining-energy/
X handle: @Redef_Energy

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Episoder(196)

95. Zero Carbon Europe : Blue Pill or Red Pill?  - Apr23

95. Zero Carbon Europe : Blue Pill or Red Pill? - Apr23

Can we really go to Net Zero and keep energy secure and affordable with current policies, or do we need to make hard choices that politicians might not be willing to sustain over the long term? Are th...

1 Apr 202331min

94. Heat Pumps are Hot - Mar23

94. Heat Pumps are Hot - Mar23

3 million heat pumps were installed in Europe in 2022 (up 38% year on year) with some markets going crazy (Poland went up 120%). The movement is not limited to Europe, as US annual sales rose above 4 ...

15 Mar 202331min

93.  Supply chain - wind, solar, batteries: how to fix the mess? - Mar23

93. Supply chain - wind, solar, batteries: how to fix the mess? - Mar23

The supply chains in renewables are a total mess. Security of Supply, Price fluctuations, Technological changes, ESG… Acquiring equipment on time and on budget is becoming a harder challenge by the da...

1 Mar 202331min

92. Who’s winning the battery arms race? - Feb23

92. Who’s winning the battery arms race? - Feb23

We discovered Simon Moores, CEO of Benchmark Minerals Intelligence, on YouTube, during a legendary testimony during the US Senate in 2019. Simon just blew our mind, so it had been an ambition for this...

15 Feb 202332min

91. The radical transformations of the PPA market - Feb23

91. The radical transformations of the PPA market - Feb23

Power Purchase Agreements (PPAs) are private contracts between a producer of renewable energy and consumers. The PPA was developing consistently, mainly driven by Utilities. Then 2022 arrived and we w...

1 Feb 202327min

90. Blockchain, BigTech and 24/7 Green electrons - Jan23

90. Blockchain, BigTech and 24/7 Green electrons - Jan23

Everybody wants to buy 24/7 green electrons, but until recently, it has proven quite difficult. Most buyers of Green Energy are currently purchasing their electrons on a yearly basis, and furthermore ...

16 Jan 202330min

89. Our Predictions for 2023 - Jan23

89. Our Predictions for 2023 - Jan23

Happy new year 2023 to all our listeners. In this Episode, it is Nostradamus vs. Cassandra all over again: Laurent and Gerard review their 2022 predictions (Episode 65) and look forward to the future....

2 Jan 202330min

88. The Solar Juggernaut - dec22

88. The Solar Juggernaut - dec22

Another year of explosive growth for the Solar Industry: production above 300GW, +45% yoy. What’s behind this staggering growth? How are the supply chain evolving? What are the “Fab four” and what new...

15 Des 202231min

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