Redefining Energy - Minutes / Archives 2022-23

Each week, Gerard and Laurent talk about the Energy Transition On the menu: - 100th podcast!!! - The week when the shorts came home to roost. Short power, EDF is nationalised in France and short gas, Uniper is bailed out in Germany - Meanwhile, in the UK, 11GW of renewables benefited from a CFD auction below 50GBP/MWh. Big winner: offshore wind.

Each Sunday, Gerard and Laurent discuss last week's main news during the Energy Transition. On the menu: - Uniper goes bankrupt - BP Statistical Review is out, with very interesting information - New 900MW Pumped Hydro plant in Switzerland - Record raise for Brookfield

Every Sunday, Gerard Reid and Laurent Segalen review the main events of last week in the Energy Transition. On the menu: - Germany prepares for gas rationing… …while the global coal market is in turmoil and coal mines are spewing methane - Winners and losers of the energy crisis meet at Conferences - Heat Pumps are growing much faster than the most optimistic predictions

Every Sunday, Gerard Reid and Laurent Segalen review the main events of last week in the Energy Transition. On the menu: - a special episode on Tesla

Every Sunday, Gerard Reid and Laurent Segalen review the main events of last week in the Energy Transition. On the menu: - Stupid statement by Chevron’s CEO on rising fuel prices - EU Commission goes communist - Biden waives tariffs on solar - Wind developments and curtailments

Gerard and Laurent talk weekly about their main take-aways in the Energy Transition news. This week: - Zoom vs ExxonMobil – ESG loses - Home batteries in Germany - The sun rises in Australia - 14th Plan in China: all electrons - Kudos to Rimac – luxury EV manufacturer

Gerard and Laurent talk weekly about their main take-aways in the Energy Transition news. This week: - Crazy expensive gasoline and diesel - Windfall taxes and government interventions - Siemens Energy pays a lot to buy out Siemens Gamesa’s minorities - More interconnectors

Gerard and Laurent talk weekly about their main take-aways in the Energy Transition news. This week: - RePower Europe is really about Hydrogen - ESG & Tesla: “Extra Stupid Garbage” - EDF endless meltdown - KKR 2bnUSD acquisition of Contour Global

Gerard and Laurent talk weekly about their main take-aways in the Energy Transition news. This week: -Gerard and Laurent go to Intersolar, Munich. Party! - Russian gas trainwreck continues and the German government is on the hook - The endless scandal of gas flaring - Blackrock does a 180 on ESG

Gerard and Laurent talk weekly about their main take-aways in the Energy Transition news. This week: - Ocean of pains in the Wind industry - Laurent bursts into Flame - 1bnUSD donation to Stanford for climate - Shell invests big in India's solar - Russian Oil ban? What Russian Oil ban?

Gerard and Laurent talk weekly about their main take-aways in the Energy Transition news. This week: - Russia cuts gas to Poland and Bulgaria - Amazon PPA program - Financial close at 2USDbn solar+storage Gemini - Record heatwave in India, Pakistan Liz Truss, UK Foreign Minister speech 28/4/22 https://youtu.be/L4twtS4MpEw “We recognise that growth from cheap gas and money syphoned from kleptocraci...

Gerard and Laurent talk weekly about their main take-aways in the Energy Transition news. This week: - US NatGas goes through the roof (but still 4x cheaper than in Europe) - US battery sector in hypergrowth mode - Tesla’s margins. Wow! - First curtailments for Solar in Spain

Gerard and Laurent talk weekly about their main take-aways in the Energy Transition news. This week: - China's staggering growth in renewables (and coal) - Can India catch up with China? - Germany new Energy plan: Georges Patton or Mike Tyson? - Scarily low hydro levels

Gerard and Laurent talk weekly about their main take-aways in the Energy Transition news. This week: - Gerard goes to America and returns upbeat - Portugal floating solar auction goes negative - Mitsui deploys development capital around the world - A major investment in Direct Air Capture - GigaTexas opens. Tesla rules!

Gerard and Laurent talk weekly about their main take aways in the Energy Transition news. This week: - Oil/Metals – the Biden Administration brings a knife to a gunfight - China suffers from high international Energy prices - Ember Report on Global Electricity: beyond the headlines - Orsted farms out 50% of Hornsea 2 offshore wind

Gerard and Laurent talk weekly about their main take aways in the Energy Transition news. This week: - Who runs US Energy exports? Joe Biden or Charif Souki? - Opening of GigaBerlin - UK wind farms are minting money for the taxpayer - SEC unveils new Climate Disclosures

Gerard and Laurent talk weekly about their main take aways in the Energy Transition news. This week - Bail-out week for European Utilities - Ukrainian Grid synchronizes with European Grid - Much delayed Finland’s Nuclear plant starts - Textron acquires Pipistrel (e-aviation)

Gerard and Laurent talk weekly about their main take aways in the Energy Transition news. This week - Energy market chaos continues, and Energy policies are improvised - Nickel explodes - Nukes extensions - Macquarie expands - Investments in solar digital platforms

Gerard and Laurent talk weekly about their main take aways in the Energy Transition news. This week - War in Ukraine creates unprecedented chaos on the Energy markets - Not all western Energy companies have exited Russia - Opening of Tesla Berlin - Chevron invests in biofuels - Apocalyptic floods in Australia - Enercon hacked - Who read the last IPCC report?

Gerard and Laurent talk weekly about their main take aways in the Energy Transition news. This week - Ukraine, Ukraine, Ukraine... but we have decided to do a special Episode on March 1st on the main show Other news - Successful US Offshore Wind auction - Tesla incredible plans - IEA report on methane

Gerard and Laurent talk weekly about their main take aways in the Energy Transition news. This week - Warm and Windy weather - Ukraine and the weaponisation of Energy - Australia early retirements of coal plants

Gerard and Laurent talk weekly about their main take aways in the Energy Transition news. This week - Big Oil boys are back in town - The French nuclear debacle

Gerard and Laurent talk weekly about their main take aways in the Energy Transition news. This week - record carbon prices - crisis in the wind industry