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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Redefining Energy - Tech, a channel of the award-winning Redefining Energy podcast, features deep and broad conversations between global decarbonization leaders and technologists and host Michael Barnard. His informed perspectives on energy, industry and transportation enable him to have intense conversations with brilliant and knowledgeable people. You’ll be informed, stimulated and amused.
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50. Geothermal: Drilling for Decarbonization (2/2)
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55:55Simon Todd is back with Michael Barnard for part 2/2, and this time he’s drilling deeper—both literally and figuratively. In this second round, the Managing Director of Causeway Energies walks us through the hard tech and hard truths of geothermal energy, especially as it applies to the UK and Ireland. What emerges is a grounded, brutally realistic…
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176. Renewables are dominating the Electrification of an Energy-hungry world (with Ember) - Apr 25
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31:19As 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 comprehensive IEA Global Energy Review, and now to go deep into Electrification, we just received the Ember's sixth Global Electricity Review. We brough…
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49. Geothermal: Drilling for Decarbonization (1/2)
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47:18In this eye-opening episode (part 1/2), Host Michael Barnard invites Simon Todd, Managing Director of Causeway Energies and a man whose geological expertise spans from the chalk beds of Northern Ireland to the drilling decks of BP. Simon joins the podcast to drag geothermal energy out of its misunderstood niche and into the spotlight it deserves. S…
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175. Capitalizing on the Infrastructure giants’ Blind Spots - Apr25
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29:39Capitalizing 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 chosen to explore the niche yet crucial areas of waste gas, biofuels, sustainable aviation fuel (SAF), and emissions capture. At the heart of this journe…
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174. Live from Cambridge – Laurent and Gerard with Pr. David Cebon on Electrifying trucks
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30:42Early 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 a comprehensive debate with Pr. David Cebon about the Electrification of Trucks. What are the issues (technical, economic) and what are the proposed …
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48. Grid Reliability in a Renewable World (2/2)
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39:03In this second part of the conversation, Mark O'Malley returns to discuss with co-host Michael Barnard grid reliability and the evolving challenges of integrating renewable energy. The conversation examines successful examples from Germany, Denmark, and Ireland, highlighting Ireland's unique position as a synchronous island. Texas also emerges as a…
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173. The politization of Critical Materials - Mar25
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33:28The 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 chain for these metals. The rest of the world is finally waking up to the economic and geopolitical challenges that this presents and is actively trying t…
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172. The new age of Energy Security, Flexibility, and Resilience (with Eurelectric)
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24:37Laurent welcomes Kristian Ruby, Secretary General of Eurelectric, to discuss Energy Security, Resilience and Flexibility though the impact of E-Mobility. Energy Security has become a critical issue, especially with the recent sabotage of undersea cables in the Baltic Sea by Russian and Chinese vessels, extreme weather events knocking out a third of…
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47. Grid Reliability in a Renewable World (1/2)
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42:47The transformation of global power systems is accelerating as wind and solar become dominant energy sources. In the latest episode of Redefining Energy Tech, Mark O'Malley, Leverhulme Professor of Power Systems at Imperial College London, offers a deep dive into the challenges and opportunities of this transition in an in-depth conversation with ho…
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171. PPAs and Tolling: lessons for the future - Mar25
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26:12It has become a tradition to welcome Luca Pedretti, Co-Founder of Pexapark, to the show to discuss the evolving PPA market, especially now that Pexapark has released its annual State of the Market report. Laurent and Gerard are joined by Luca to highlight the key insights from this year’s findings: Corporate PPA demand remains stable, but with new …
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170. Why is the electricity Supercycle unstoppable? Gerard in Davos
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26:29As urgent calls for climate change action continue, an energy supercycle is underway, driven by the increasing need for electrification and digitalization, particularly in high-growth sectors like AI and data centers. Securing a reliable, affordable, and sustainable energy supply to meet this demand is crucial. At the 2025 World Economic Forum Annu…
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46. China’s Balancing Act: Coal, Renewables and Nuclear (2/2)
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49:45In Episode 46 of *Redefining Energy - Tech*, host Michael Barnard concludes his talk with David Fishman. David examines China's dynamic energy landscape, emphasizing the rapid development of wind, solar, and energy storage technologies. The episode begins with a comprehensive analysis of wind energy, highlighting significant growth in onshore wind …
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169. 2025 State of play in the battery universe - Feb25
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29:342024 has been another exceptional year for the battery industry. We have invited Aaron Wade to discuss the various technological and economic aspects of this rapidly expanding universe. Aaron is a rising star in the battery world. Not only is a key member of the Volta Foundation, but he is also Business Development Lead at Gaussion, a U.K. start up…
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45. China’s Balancing Act: Coal, Renewables and Nuclear (1/2)
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53:10In Episode 45 of the *Redefining Energy TECH* series, host Michael Barnard invites David Fishman, a senior manager at Lantau Group. David delves into the intricacies of China's energy landscape, highlighting the country's efforts to balance growth and decarbonization. Despite coal's continued dominance, constituting 55-60% of the energy mix, Fishma…
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168. "Invest where it hurts!" - Laurent at Pexapark
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17:31While Gerard Reid was at Davos, schmoozing with world leaders, Laurent Segalen was invited by Luca Pedretti on the Pexapark podcast. They had a conversation around where to invest in the Energy Transition. Laurent has designed a typology of possible investments from the least desirable to the essential. 1) Aspirational 2) Shoehorn 3) Compliance 4) …
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As the price of gas and LNG (Liquified Natural Gas) becomes a key factor for the value of the world’s energy, we have decided to bring in a top gas expert to explain where the market is and how is it going to evolve. Seb Kennedy is a leading market analyst and Founding Editor of Energy Flux (www.EnergyFlux.news), an independent newsletter that anal…
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44. Critical Minerals: the new Gold Rush (2/2)
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48:17In this second part, Gavin Mudd, director of the Critical Minerals Intelligence Center at the British Geological Survey, shares insights into the pivotal role of minerals in the energy transition. While Australia boasts abundant resources, Mudd highlights significant gaps in expertise and labor to extract these materials efficiently. He underscores…
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166. Green Equities Performance: Core vs Periphery - Jan 2025
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30:28For the first episode of 2025, Gerard and Laurent have the pleasure of welcoming Shanu Mathew. Shanu is a Senior Vice President at Lazard Asset Management and Portfolio Manager/Analyst on US Sustainable Equity. We are going to analyse the performance of “Cleantech” Equities throughout 2024 and discuss what to expect for 2025. Let’s be honest: 2024 …
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43. Critical Minerals: the new Gold Rush (1/2)
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47:43In the latest episode of *Redefining Energy Tech*, host Michael Barnard is joined by Gavin Mudd, director of the Critical Minerals Intelligence Center at the British Geological Survey, for an insightful discussion on critical minerals, their supply risks, and the environmental challenges posed by mining practices. Mudd, an environmental engineer wi…
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Happy new year to all our listeners. It has become a tradition for the first episode of the year: Gerard, Laurent and Michael present their 2025 Predictions in the Energy Transition. Here are the predictions that were made a year ago. 1) Stellantis will outsource its EV production in China 2) Politics: Elections in 2024 could derail the Energy Tran…
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164. 2024 Wrap up: Successes, Surprises and Shocks
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17:47
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17:47Merry Christmas. This is our last Episode of the Year where Laurent and Gerard summarise what impressed them, surprised them and shocked them. AI, Hydrogen, Renewables, USA vs Europe vs China, Climate. What worked, what did not work. 2024 is a year that will be remembered at pivotal in so many aspects. We salute our friends, our influencers and unv…
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Michael Barnard concludes his conversation with John Fitzgerald, CEO of Supernode. They explore the game-changing potential of superconducting transmission technology. Superconductors, capable of carrying electricity with zero resistance at extremely low temperatures, are already used in applications like MRI machines and are now poised to revoluti…
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163. Gerard is live at TedXBerlin / Welcome to the Era of Energy Disruption
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14:18Gerard delivered a master class at TedXBerlin about the four forces driving the Energy Revolution Solar, Batteries, Electronics and China. It is called “Welcome to the Era of Energy Disruption” An excellent introduction for tomorrow’s world. You can watch Gerard on YouTube: https://www.youtube.com/watch?v=VXwGvLj4rak…
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162. Industrial Climate Solutions – Bridging the “Missing Middle” - Dec24
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30:12Just Climate is a 1.5bnUSD vehicle established by Generation Investment with the mission to invest in the highest impact solutions that can radically reduce or remove emissions. They occupy the “missing middle” between VC and PE-Infra allowing growth, FOAK and deployment. Their positioning comes on the heels of VCs such as Prelude Ventures, Energy …
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Michael Barnard invites John Fitzgerald, the CEO of Supernode. John delves into the transformative potential of energy transmission technologies and the critical role of interconnectors in shaping the future of renewable energy. Drawing from his extensive background in engineering and utility management, Fitzgerald recounts his journey in the energ…
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Northvolt, once the poster child of the European battery industry, shocked the world last month by filling for Chapter 11 in the United States. The Swedish battery start-up burned through billions of euros in capital from investors such as Volkswagen, Goldman Sachs, and others, with little to show for it. Laurent and Gerard conduct a postmortem on …
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160. Financing the Residential Energy Transition - Nov24
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31:16Deploying solar and heat pumps in the residential sector is all well and good, but many attempts to scale have unfortunately failed. Beyond the king Octopus, Simon Phelan and his company Hometree have managed to become an unlikely challenger in the deployment of the Energy transition inside home. And Simon has achieved this feat by flipping the sys…
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In this second part of the episode, Michael Raynor and Michael Barnard offer an in-depth analysis of the comparison between hydrogen fuel cell and battery electric buses, focusing on key findings and discrepancies in a recent CUTRIC study. Barnard critically examines issues related to replacement cycles, carbon pricing, refuelling facilities and in…
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159. Live from Baku Cop29. Inside the Zone: Chaos, Shock and Hope
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13:49
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13:49Laurent goes live to Baku COP29 to discuss with Bruce “Almighty” Douglas, CEO Global Renewable Alliance and tireless promoter of Renewable Energy. He is the one who coins the famous “Triple Renewables” rallying cry, and has been rewarded by joining the precious list of TIME 100 Climate leaders. With Bruce, Laurent dives into COP. Shambolic, Rudderl…
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As COP29 begins, the ripple effects of the re-election of Donald Trump are reaching the shores of the Caspian Sea. COP28 welcomed 85,000 delegates, within which a significant contingent of Oil lobbyists. COP29 is supposed to be the “Finance COP”, whatever that means, but all major head of states will not participate. What to expect from COP29? Are …
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In this episode, host Michael Barnard engages in an enlightening conversation with Michael Raynor, co-author of The Innovator’s Solution and an expert in carbon reduction strategies. Raynor shares his personal journey into sustainability, the evolution of his focus on decarbonization, and his current work developing innovative solutions for address…
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157. Mobile batteries, the ultimate flexibility - Nov24
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26:26First, Gerard is sorry, he couldn’t make it as he was on a ship in the Irish Sea, and his Starlink wouldn’t connect. So, it is just Laurent interviewing a young superstar, Peter Paul van Voorst, CEO of the mobile battery management platform Skoon. Skoon, based in Rotterdam, is now seven years old and manages more than 1,000 mobile batteries in 14 c…
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156. Zeroing in on Electrification with Eurelectric
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21:25Gerard and Laurent welcome Kristian Ruby, secretary general of Eurelectric, about their new report entitled “Power Barometer – Zeroing in on Electrification”. To quote the IEA, we enter in the “Age of Electrification” where electrification rate is going to accelerate significantly. We have an extensive conversation about the good news (growth of re…
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38. Methane crisis unveiled… and how to fix it (2/2)
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52:57In Episode 38 of Redefining Energy - Tech, Rob Jackson addresses the growing challenge of methane emissions, which are over 90 times more potent than CO2 in the short term. He reveals that two-thirds of methane emissions come from human activities such as fossil fuels, agriculture, and landfills, with livestock, especially cows, being the largest a…
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What are VPP? Virtual Power Plants. What are DER? Distributed Energy Resources? As the grid becomes more intermittent while the load is growing, those VPP/DER platforms provide a critical role by shedding demand, sometimes for a few minutes, to alleviate stress on the Grids. VPPs can avoid starting polluting peakers via pre-agreed and targeted dema…
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154. The people driving the EV revolution
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19:08While Gerard is doing his rock star concert at TedTalk Berlin, Laurent has invited an old friend, Roger Atkins, Top Voice on EVs to discuss the people behind the EV revolution. Roger has a 40 year career in the Auto industry (half of them in EVs) and his cowboy hat makes him a fixture of great EV shows around the world. Roger talk about his encount…
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37. Methane crisis unveiled… and how to fix it (1/2)
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38:25Rob Jackson, Chair of the Global Carbon Project and Senior Fellow at the Woods Institute, dives into a critical discussion on methane emissions and their impact on climate change. In this episode of Redefining Energy - Tech, he outlines methane’s potency, noting that it is 80-90 times more effective than CO2 at trapping heat during the first few de…
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The battery infrastructure is currently growing 3x faster than the solar industry. Records are beaten daily: in August 2024, for the first time, Chinese battery factories passed the 100GWh production mark. We are seeing industry giants consolidate their leadership while hopes of alternative technologies or promising start ups are being squashed. Th…
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152. Energy Transition – the Global Investment Guide
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32:59Gerard is live on the Wisdom Tree Commodity Exchange podcast and delivers a masterclass on how to invest in the Energy Transition: Renewables, Equity, Innovation, Commodities. ----- Laurent will be keynote speaker at ReSource Amsterdam 24-25/10/24. Come say hello https://resource-platform.eu/events/re-source-2024-event/ ----- We also salute the lat…
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36. Climate Change, Gray Rhinos and Black Swans (2/2)
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42:37In Episode 36 of the "Redefining Energy" series, host Michael Barnard engages Michele Wucker in a nuanced discussion about the complex nature of risk, focusing on the distinction between risk profiles and risk fingerprints. These fingerprints, shaped by an individual's inherent traits, experiences, and environmental influences, are crucial in under…
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ExxonMobil forecasts 2050 Oil demand be the same as today. We believe that they are just “talking their books.” To discuss the future of the Energy system as well as the fight against Climate Change, we bring in a very respected expert and friend of the show: Kingsmill Bond, Energy Strategist at RMI. Kingsmill has been digging deep into the data an…
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As Europe has reached 270GW wind power (vs 150GW USA), corresponding to a value of 500bnEUR, we dig into the value of those assets. Gerard being out, Laurent brought his friend Mortimer Menzel, Managing Partner of Augusta Co, one of the most seasoned investment bankers in the wind sector. After describing the past gloom (interest rates, inflation, …
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35. Climate Change, Gray Rhinos and Black Swans (1/2)
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40:44In Episode 35 of "Redefining Energy - Tech," host Michael Barnard engages with Michele Wucker, the author of *The Gray Rhino* and *You Are What You Risk*, in a thought-provoking discussion on risk perception and management. Wucker introduces the concept of the "gray rhino," which symbolizes obvious yet often overlooked risks, in contrast to the "bl…
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149. Hydropower in a 24/7 Clean Energy System - Sep24
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30:02As wind and solar become ubiquitous, the value of hydropower goes up. Hydropower is becoming the ultimate clean energy, as it is flexible and easily dispatchable. Hydropower is concentrated in certain geographies (China, Brazil, Canada) and is almost entirely developed by State-Owned Utilities that can stomach and support the very long construction…
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“Summer has come and passed / The innocent can never last / Wake me up when September ends”. Like John Wick, Laurent thinks he is back. So we have a very energetic Minutes to start September. With Gerard, the co-hosts focus on one of the key trends of 2024 which they call “Batteries, the Great Consolidation”. A lot of great experts are helping shap…
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34. Building Energy Big: Secrets to Success with Bent Flyvbjerg (2/2)
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39:58In Episode 34 of the podcast "Redefining Energy Tech" (part 2/2), host Michael Barnard engages with Professor Bent Flyvbjerg, author of "How Big Things Get Done," to delve into the intricacies and strategies of megaprojects, focusing particularly on the comparison between pumped hydro storage and battery systems. The conversation emphasizes the imp…
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How to decarbonise buildings? That’s an important topic because that sector accounts for 37% of all emissions, making it one of the three pillars of decarbonisation next to electricity generation and transportation. Progress has been mixed. If lighting is an incredible success, heating and cooling remain a complex proposition with certain countries…
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146. NREL: “Our Renewable Energy Future” - Aug24
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31:19A special interview with one of the great minds of the Energy Transition. Dr. Doug Arent is the Executive Director of Strategic Public– Private Partnerships at the National Renewable Energy Laboratory in Golden, Colorado, U.S and Distinguished Fellow, World Economic Forum. He just published a book called “Our Renewable Energy Future: The Story of H…
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33. How Big Things Get Done: Energy Megaprojects (1/2)
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40:30Michael Barnard talks with Professor Bent Flyvbjerg (part 1/2), a leading expert on megaprojects and author of "How Big Things Get Done." Flyvbjerg shares insights from his extensive research, revealing that a staggering 99.5% of projects fail to meet budget, timeline, and benefit expectations. He discusses the critical importance of analyzing succ…
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145. Clash of Titans (Barnard vs Martin) – Industrial Heat Redefined
1:29:53
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1:29:53During Summer season, we bring you back the best of our sister show, Redefining Energy TECH, where host Michael Barnard invites Paul Martin for a very long and geekie conversation about innovative solutions for industrial heat. Two titans of our industry. Paul Martin, a seasoned chemical engineer, share his profound insights on the electrification …
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