Redefining Energy - Minutes / Archives 2022-23

Evey Sunday, Laurent and Gerard discuss the news in the Energy Transition. This week: - Solar and Gas prices crater - Germany survives 2022 with the Energiewende on steroids - Crazy number of deals closed at the end of 2022 - Best performing commodity of the year will surprise you

Gerard and Laurent present their review of 2022 (2/2) - Incredible IRA - Power to the people - China’s leadership - Schadenfreude for meltdowns (ESG, Crypto, SPACs) - Book of the Year: VOLT RUSH

Gerard and Laurent present their review of 2022 (1/2) - Year of volatility - Year of winners and losers - Year of sanctions - Year of government interventions Second part next week

Every Sunday, Gerard and Laurent discuss the recent events in the Energy Transition - A new Coal mine in the UK - Lots of M&A in Australia - First floating offshore wind auction in California - In Europe, the wind industry is becoming the whinging industry - New lithium mine in Brazil - Amber alert in Ireland’s data centers

Every Sunday, Laurent and Gerard discuss the Energy Transition: - A Dunkelflaute and its consequences - Price caps? - EU reacts to the US Inflation Reduction Act. Airbus of the Energy Transition or flight to Quebec? - Biogas is the hottest sector

Every Sunday, Gerard and Laurent discuss last week's news in the #energytransition. This week: - The financing of investment in the Energy Stationary Storage is simply exceptional (US, UK, Australia, India) - It’s “Game Over” for coal in Australia - Price of Green Certificates goes ballistic

Each Sunday, Gerard and Laurent discuss last week's news in the Energy Transition. On the menu: - COP27: the Good, the Bad and the Ugly - The Rimac Nevera breaks speed records - The downfall of FTX and Crypto is good for the Planet

Each Sunday, Laurent and Gerard debrief last week's news in the Energy transition: - Good news from France (renewables payback, solar parking lots) - Bad news from France (Nuclear, as always) - Winners and losers of the Energy Transition - COP27 first week round up

Gerard and Laurent debrief last week's news in the Energy Transition - Poland goes Nuclear (and Central Europe will follow) - What is BigOil doing with its cash? - Huge investments in Biomethane - “Are you going to COP?”

Every Sunday, Gerard and Laurent review last week's news: - Are we back to normality? - Equinor’s quarterly are higher than Exxon’s and Gerard is not happy. - A new offshore wind farm in China, bigger than the North Sea. Wow - And Tesla’s results never cease to marvel us

Every Sunday, Gerard and Laurent discuss last week news in the Energy Transition. On the menu: - Gas and Solar replace failing Nuclear this Summer - Laurent meets fans in Birmingham’s Solar & Storage show. Boom time everywhere! - The Democratic People’s Republic of Brussels wants to abolish energy markets - BP invests big in renewable gas

Every Sunday, Gerard and Laurent debrief last week news in the Energy Transition. On the menu: - Laurent behind enemy lines at the World Hydrogen Congress - Energy markets down and volatile. The worst is over - Deal of the week: Gemini Quinbrook. 1.4GWh Solar Storage Nevada - Westinghouse sold by Brookfields to Brookfields

Every Sunday, Gerard and Laurent discuss the main news in the Energy Transition. This week: - Energy markets continue to be upside down - RWE 7bnUSD US acquisition of ConEd renewables is the deal of the year - Super innovations in the storage sector (Form Energy, Vanadium flows) - World Nuclear Industry Report Status is out https://www.worldnuclearreport.org/World-Nuclear-Industry-Status-Report-20...

Every Sunday, Laurent and Gerard revisit last week's news in the Energy Transition. This week: - Gerard’s 6 rules: 1. Re-Wire / 2. Re-Source / 3. Re-Industrialize / 4. Re-Invest 5. Re-Regulate / 6. Re-Design - Meanwhile Belgium closes a perfectly operational N-plant - Coal is more expensive than Oil

Every Sunday Gerard and Laurent debrief last week's news in the Energy Transition This week - During the crisis, the Energy transition sails on. Great deals by Partners Group, Terra-Gen and KKR - Gerard buys wood, and calls the Peak Gas - US Republican Senators vote an International Environmental Treaty!

Every Sunday, Gerard and Laurent discuss last week's news in the Energy Transition. This week - Germany takes over Rosneft - “The merge” or how crypto got green - Hats off to Patagonia - LightsourceBP number 1 solar developer - Gerard, please stop talking about French Nuke

Each Sunday, Laurent and Gerard debrief last week's news in the Energy Transition. On the menu: - RIP QE2 - Lehman Moments in the European Energy sector - Solar saves the day - Massive Hydro projects in Indonesia financed by China

Each Sunday, Gerard and Laurent debrief last week's news in the #energytransition - Gerard writes a lot about the European Energy Crisis… and nothing is simple - Hornsea2, the largest offshore wind farm in the world, starts operation. - Solar breaks new records… and IEA got it SO wrong - Poor Pakistan and Sichuan, victims of climate change https://www.linkedin.com/posts/gerard-reid-62164b9_electri...

Every Sunday, Gerard and Laurent discuss last week's news in the Energy Transition. On the menu (and its is gigantic rant) - European Energy is in melt up, but Olaf and Justin are losing precious time signing BS non-binding Hydrogen agreements - NATO should take over the European Energy system - Can nuclear be fixed? - Fortunately, Solar keeps growing everywhere

Every Sunday, Gerard and Laurent discuss last week's news in the Energy Transition. On the menu: - Total dislocation of the European Energy markets (but capitulation is not an option) - Hungary is the promised land for Gigafactories in Europe - Bill Gates’ nuclear dreams Reference: https://twitter.com/MegaWattXinfo/status/1560584007674257414?s=20&t=zMaz_ChXTIX3pbzTB6VSSw https://twitter.com/LionHi...

Each Sunday, Gerard and Laurent discuss last week's main news in the Energy Transition. On the menu: - Mother of all Climate law in the US, the Inflation Reduction Act: IRA = GDC (Global Distribution of Carrots). - UK energy policy is rudderless; expect a popular revolt soon. - Largest Solar Park in Europe energized (600MW). Resources: https://twitter.com/megawattxinfo/status/1556896127261229057?s...

Each Sunday, Laurent and Gerard debrief last week's main news in the Energy Transition. On the menu: - The four horsemen of the Apocalypse (gas, coal, nuclear, hydro) plague the European Grid - Record profits for Big Oil - New coal plant in Turkey, financed by China, running on Russian coal - High integrity carbon principles (IC-VCM) https://icvcm.org/ Check this great article on the sorry state o...

Each Sunday, Laurent and Gerard debate the last news in the Energy Transition. On the menu: - Tesla still walking on water - Consolidation in the EV Battery sector - The impossible reform of power markets: UK has a go at it, and Gerard has a strong opinion on the subject

Each Sunday, Gerard and Laurent review last week's news in the Energy Transition. On the menu: - Blistering heatwaves causes havoc in strained energy systems - A stupid gas proposal by the EU commission because Brussels is flying blind - UK Offshore Wind load factor is higher than French nuclear - Congrats to Zeigo/Schneider #1PPA platform

Gerard and Laurent weekly talk about the Energy Transition. On the menu: - Gas in the EU taxonomy is a disgrace - Heated debate on Hydrogen LINK: https://www.youtube.com/watch?v=cFCxZFFElmQ - Incredible LNG expansion in Qatar - Daikin invests big in heat pumps - Staggering growth of EV sales in China