Laurent Segalen and Gerard Reid

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

Koniecznie odwiedź stronę podcastu i wesprzyj twórcę: www.redefining-energy.com

Autor

Laurent Segalen and Gerard Reid

Kategoria

Business

Strona podcastu

www.redefining-energy.com

Ostatni odcinek

6 lip 2026

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Odcinki

211. The last Mile revolution: turning Distribution Networks into Flexibility Powerhouses - Jan26 12.01.2026

Laurent and Gerard sit down with  Jo-Jo Hubbard , CEO of Electron , to explore why the centre of gravity in the energy transition is shifting decisively toward the distribution grid. Jo-Jo explains why the “last mile” is becoming the true engine of system flexibility, how demand at the edge must become a core resource, and why DSOs aren’t confused about flexibility at all — they simply respond to...

210. Our Predictions for 2026 05.01.2026

Happy New Year energy nerds As tradition demands (and lawyers insist), the first episode of the year is the annual ritual where Gerard, Laurent, and Michael boldly predict the future of the energy transition… and then publicly roast themselves for last year’s bad calls. Before unleashing our 2026 Predictions, we do a mandatory rewind to the crystal-ball disasters of 2025: The 2025 prophecy graveya...

209. Deals, Scandals and other memorable moments of 2025 22.12.2025

For our final episode of the year, Laurent jumped onto the Wolfe Power podcast, where he and host Alex Wolfe took a no-nonsense tour through the big energy moments that shaped 2025.   Deals of the Year: The spectacular offshore wind meltdown in the US — Orsted’s year of pain — contrasted with the blazing global boom in battery deployment all over the world, up a staggering 50% year-on-year. The AI...

208. AI vs. Energy: the cost of speed - dec25 15.12.2025

Will artificial intelligence reshape the power grid, or will the inertia and complexity of today’s infrastructure slow progress—or even redefine how large language models, chips, and datacenters are designed and located?   To meet the exponential rise in energy demand, parts of the industry have taken shortcuts—rapidly adding behind-the-meter capacity through open-cycle gas turbines - OCGT (such a...

207. E-Mobility and V-2-X - dec25 08.12.2025

Gerard is on stage with Adele Zhao - Trina Solar and Thomas Raffeiner- The Mobility House at the Smarter E Conference. In a conversation hosted by Jonathan Gifford, they discuss about the future for the intersection of e-mobility and renewable energy.   The conversation has been released as an Episode of “Powering Through” entitled The Resilience of Renewables. Participants take a closer look at t...

206. Renewables Repriced: Hedge Funds and Algo power trading - dec25 01.12.2025

For much of the past two decades, renewable energy investment was viewed as a core infrastructure play—favoured by funds and long-term capital seeking predictable, government-backed cash flows. Yet the gradual phase-out of subsidies and the increasing exposure of renewables to wholesale power price volatility have eroded that stability. Are investors misreading the new market dynamics? And can ren...

205. Elexon: The Hidden Engine of Britain’s Power Market - nov25 24.11.2025

Running a power market isn’t just about generating electricity—it’s about making sure every kilowatt is accounted for. Someone has to calculate who owes what, make sure the rules are fair, and keep the system balanced in real time. Think of it as being an accountant, a banker, and a referee—all rolled into one. In the UK, that vital but largely invisible role is handled by Elexon. Elexon is the Ba...

204. Live from COP30 – WTFFF and Other Tales from the Amazon 17.11.2025

Laurent sits down with Bruce Douglas, CEO of the Global Renewable Alliance, for a live conversation from COP30 in Belém, Brazil. They explore how COP30 is structured, the role of the Global Renewable Alliance, and the dynamics among participants. The 800-pound gorilla in the room—the United States—hasn’t derailed the negotiations, but one might ask: does it really matter? The real action, Bruce ex...

203. Peak Solar - nov25 10.11.2025

Solar energy has experienced explosive growth over the past five years — doubling in capacity outside of China and quadrupling within China. But with this rapid expansion come new concerns: Are we scaling too quickly? And is the proliferation of solar now starting to strain power grids, creating more problems than solutions? Enter the concept of the “3 Cs” — Congestion, Curtailment, and Cannibaliz...

202. The US Power Industry Mismatch: Large Load Growth vs. Investment Capital - Nov25 03.11.2025

Laurent and Gerard have an explosive conversation with Bryan Long, Executive Director in JPMorgan’s Commodities Group. They explore why U.S. energy market signals are failing to support new capacity investments, despite soaring demand (especially from datacenters).  Key issues include misaligned pricing, liquidity constraints, and hedging challenges, all of which deter long-term private capital. K...

201. Battery Boom or Policy Bust? The Big EV Divergence - Oct25 27.10.2025

We are in the middle of a battery boom, for EVs and even more for BESS. What's really happening in the electric vehicle (EV) market? Is China dominating the field, or are serious alternatives emerging? What roles are Europe, the U.S., and other global regions playing? Which chemistries are winning out, and how are prices trending?   These are the questions we ask ourselves every day — and today, G...

200. “200 slides, Energy, AI, and the End of ESG” with Nat Bullard - Oct25 20.10.2025

For our 200th episode, we had the pleasure and privilege of speaking with Nat Bullard, one of the sharpest minds in the energy world. A leading analyst in climate and energy, Nat is known for his clear insights on clean energy, decarbonization, and the global energy transition. Formerly Chief Content Officer at BloombergNEF, he is now also a co-founder of the AI company Halcyon.   Nat is perhaps b...

199. The LNG Mirage - Oct25 13.10.2025

The oil and gas industry is clinging to the narrative that we're entering a "Golden Age of Gas" — especially when it comes to LNG. Riding this assumption, companies have been pouring in investments at an aggressive pace, with plans to double LNG export capacity by the end of the decade. US LNG FIDs are breaking all records in 2025, with 55 mtpa of liquefaction capacity sanctioned since the start o...

198. Battery Blitz in Germany - Oct25 06.10.2025

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 l...

197. The fight for accurate Carbon Accounting and 24/7 Green Power - Sep25 29.09.2025

With Gerard away, Laurent invited another Irishman, Killian Daly, to dive into a technical—but critically important—topic: carbon accounting, power procurement, the GHG Protocol (v3), and the push for 24/7 green energy. For as long as we can remember, companies have tried to boost their green credentials—high rewards if successful, limited consequences if they fall short. To curb exaggerated claim...

196. Are SAF and Marine Green Fuels worth the Carbon Reductions? - Sep25 22.09.2025

Aviation and marine transport together account for approximately 15% of global oil consumption—a substantial share driven by sectors that are among the hardest to decarbonize. Unlike road transport or power generation, these industries face unique constraints: the high energy density required, long operating ranges, and the limitations of onboard storage mean that electrification or hydrogen solut...

195. The Battery Doctor - Sep25 15.09.2025

Battery technology lies at the core of the global energy transition, but managing and optimizing battery systems has become a highly specialized discipline. ACCURE is a cutting-edge startup that is redefining how batteries are monitored and operated. Using artificial intelligence, advanced sensors, and deep electrochemical expertise, ACCURE has established itself in the field of predictive battery...

194. Next-Gen Weather Forecasting: AI, Satellites, and Drones - Sep25 08.09.2025

Water, wind, sunlight — the driving forces behind renewable energy. The better we can predict them, the more we can accelerate progress and reduce risk.   Weather forecasting is undergoing a quantum leap, powered by breakthroughs in satellites, drones, and artificial intelligence. Once the exclusive domain of national weather services, the industry is now being transformed by a new wave of tech-dr...

193. The Seven Deadly Sins of the Energy Transition 01.09.2025

Three wise men met and discussed the Seven Sins of The Energy Transition. Laurent, Gerard and Michael dissect seven sectors that have captured attention, investments and public money and are at best dead ends, at worst disasters waiting to happen. Greed — “Subsidy Mining in a Lab Coat”   (Carbon Capture & Direct Air Capture) A capital-intensive detour that soaks up public money while deliverin...

192. How AI will revolutionise Energy 25.08.2025

Gerard delivered a keynote on Digitalisation, AI, Supply Chains and Electrification at the EcoVadis Global Summit. Gerard Reid argues that we are living through a new industrial revolution driven by digitalization, AI, and electrification, comparable in scale to the steam and automobile revolutions of the past. He highlights how China is rapidly outpacing Western forecasts in areas like AI, solar...

191. “How Big Things Get Done” with Pr. Bent Flyvbjerg (hosted by Michael Barnard) 18.08.2025

This is a re-release of the legendary interview by Michael Barnard of Pr Bent Flyvbjerg on our sister show ”Redefining Energy Tech” Professor Bent Flyvbjerg, an expert on megaprojects and author of How Big Things Get Done , shares insights from a database of over 16,000 projects, revealing that 99.5% fail to meet expectations in budget, timeline, or benefits. He stresses the value of learning from...

190. Solar and Flex – Solar Power Summit 2025 11.08.2025

This Spring, Laurent Segalen was invited by Solar Power Europe to moderate a panel, during the Solar Power Summit, around the theme ”Winning the Flex challenges”. The Speakers were: Andrea Wechsler, Member of the European Parliament, EPP, Germany Paula Rey Garcia, Acting HoU Renewables & Energy System Integration, DG ENER, European Commission Nick Bitsios, Head of Brussels Office, Metlen Juan...

189. Energy Disruptions - (Gerard on "Clean Titans") 04.08.2025

This is Summer time, so we publish some contents that we have created on other channels A few weeks ago, Gerard came on the ”Clean Titans” The YouTube channel “Clean Titans” focused on clean energy, is hosted by Sam Evans, known as The Clean Energy Guy. His content dives into clean energy topics with enthusiasm, aiming to educate and inspire viewers about sustainable solutions. Gerard talks about...

188. US/Petrostate vs EU/Electrostate – a joint episode with Open Circuit 28.07.2025

On July 7th, Gerard and Laurent were invited to appear on the U.S. podcast Open Circuit , alongside Jigar Shah, Katherine Hamilton, and Stephen Lacey. It was an emotional reunion—Jigar and Katherine were part of the original Energy Gang , the very show that inspired us to create our own. We had a rich, two-part conversation. The first part revisited the Spanish blackouts, a topic we had already ex...

187. Texas: Power Surge or Power Splurge? - Jul25 21.07.2025

Texas is an oddity in the western electricity world: fastest growing load, ultra-low prices, crazy development of renewables. Texas consumes now more power than France, despite having only half the population. Prices are a factor 4 lower compared to 20 years ago. And 90% of additional load has been provided by Wind and Solar, despite the permanent attacks from the fossil fuel lobby. To make sense...

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