155. VPP & DER - Oct24

Redefining Energy

#Energy #Laurent Segalen + Gerard Reid #Business #Industries

30:20

Eli Beer is a pioneer, social entrepreneur, President and Founder of United Hatzalah of Israel. In thirty years, the organization has grown to more than 6,500 volunteers who unite together to provide immediate, life-saving care to anyone in need - regardless of race or religion. This community EMS force network treats over 730,000 incidents per year, in Israel, as they wait for ambulances and medical attention. Eli’s vision is to bring this life-saving model across the world. In 2015, Beer expanded internationally with the establishment of branches in South America and other countries, including “United Rescue” in Jersey City, USA, where the response time was reduced to just two minutes and thirty-five seconds. Episode Chapters (0:00) intro (1:04) Hatzalah’s reputation for speed (4:48) Hatzalah’s volunteer EMTs and ambucycles (5:50) Entrepreneurism at Hatzalah (8:09) Chutzpah (14:15) Hatzalah’s recruitment (18:31) Volunteers from all walks of life (22:51) Having COVID changed Eli’s perspective (26:00) operating around the world amid antisemitism (28:06) goodbye For video episodes, watch on www.youtube.com/@therudermanfamilyfoundation Stay in touch: X: @JayRuderman | @RudermanFdn LinkedIn: Jay Ruderman | Ruderman Family Foundation Instagram: All About Change Podcast | Ruderman Family Foundation To learn more about the podcast, visit https://allaboutchangepodcast.com/ Looking for more insights into the world of activism? Be sure to check out Jay’s brand new book, Find Your Fight , in which Jay teaches the next generation of activists and advocates how to step up and bring about lasting change. You can find Find Your Fight wherever you buy your books, and you can learn more about it at www.jayruderman.com .…

about a year ago 29:28

MP3•Episode home

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 demand reduction, shift consumption via batteries and even act in in Frequency response market. And System Operators are willing to pay a decent price to have access to those resources.
That is the mission of Dana Guernsey. Dana is the CEO of Voltus, a Boulder-CO based leading DER technology platform and virtual power plant operator connecting distributed energy resources to electricity markets. As interconnection queues lengthen and capacity cost explode, are we on the dawn of a crazy development of VPPs.
Dana explains that while working for Walmart or fleet of Electric School buses, she can reduce Voltus’ clients power bills by up to 20% while keeping their core services unchanged. We are going to talk about technology, heating and cooling management, AI… and lasagna.
A deep dive into the future.
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VERY IMPORTANT: We are doing a Q&A Episode in November
Ask us whatever you want!!!

Send your questions: info@redefining-energy.com

174 episodes

Redefining Energy

155. VPP & DER - Oct24

Redefining Energy

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published about a year ago

MP3•Episode home

174 episodes

#Energy #Laurent Segalen + Gerard Reid #Business #Industries

All episodes

Redefining Energy

1
177. The Transatlantic Power Cable: from concept to reality - Apr25 35:30

5 days ago35:30

35:30

There's been a great deal of excitement and curiosity surrounding the idea of a Transatlantic Interconnector. So, as co-founders, Laurent Segalen, Gerard Reid and Simon Ludlam have decided to release a special episode to bring our listeners up to speed on where things currently stand. While we can’t dive into our discussions with governments and system operators—those are protected by NDAs—rest assured, those conversations are very much underway, as you might expect. To put this episode together, we have brought in a range of perspectives: First, you'll hear an excerpt from a conversation with John Pettigrew, CEO of National Grid, on the Aurora Unplugged podcast last October, where he discusses the potential of ultra-long interconnectors. Next, we feature an interview with Laurent on the Jolts podcast from this February. That’s followed by a deep dive into the technical aspects with Cornelis Plet, Global Head of HVDC at DNV. We then explore the legal landscape with Silke Goldberg, partner at Herbert Smith Freehills and one of the world’s foremost legal experts in this area. And finally, we wrap up with a conversation between the three co-founders, where Simon Ludlam lays out the key steps ahead in the coming months and Gerard engages with investors. We hope this gives you a clearer picture of what has been accomplished so far—and what lies ahead on this ambitious journey. A lot of information, reports and data are available on www.nato-l.org…

Redefining Energy

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176. Renewables are dominating the Electrification of an Energy-hungry world (with Ember) - Apr 25 31:19

19 days ago31:19

31:19

As 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 brought in two of its three authors: Dr Katye Altieri and Nicolas Fulghum to discuss the main finding. We’re sorry Euan Graham, the third author, could not join. Here are the key findings: Electricity growth is twice as fast as Energy Growth The world electricity consumption grew by the size of Japan (last decade it was annually the size of Brazil) 80% of that additional demand is met by renewables Demand drive is led by Cooling, Heating, Transportation and Datacenters World surpasses 40% clean power as renewables (incl. hydro and nuclear) see record rise Solar is the main driver of renewables growth, with generation doubling in three years And more findings in this comprehensive episode. Thank you, Ember Energy. Link to the report: https://ember-energy.org/latest-insights/global-electricity-review-2025/ -------------- Other reports mentioned during the show: IEA Report: https://www.iea.org/reports/global-energy-review-2025 IRENA Report: https://www.irena.org/Publications/2025/Mar/Renewable-capacity-statistics-2025…

Redefining Energy

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175. Capitalizing on the Infrastructure giants’ Blind Spots - Apr25 29:39

26 days ago29:39

29:39

Capitalizing 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 journey is Cresta, a $2 billion specialist fund positioned at the intersection of Private Equity and Infrastructure. Chris Rozzell, the fund's Managing Partner, shares insights on how a fund focused on industrial sectors can thrive in underappreciated sub-sectors like mid-stream infrastructure—areas often overlooked by larger, more traditional funds. By adopting a strategy akin to a scavenger's approach, Cresta has capitalized on these opportunities. Chris also discusses the impact of the new US administration on his investment thesis and why choosing the Zag when everyone else is choosing the Zig has proven to be highly profitable. While the Energy Transition is multifaceted, it is also fraught with blind spots. Cresta stands as a prime example of how industrial expertise can drive meaningful decarbonization efforts. The discussion in this podcast is for informational purposes and should not be relied on as investment advice or an offer to sell or a solicitation for an offer to buy any securities. Any opinions expressed are those of the speaker and are subject to change. Listeners should not make investment decisions based solely on the information in this podcast.…

Redefining Energy

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174. Live from Cambridge – Laurent and Gerard with Pr. David Cebon on Electrifying trucks 30:42

5 weeks ago30:42

30:42

Early 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 solutions from Electric roads to batteries? We enjoyed sharing with an enthusiastic crowd at St John's College, Cambridge and give a special thanks to Max Krefting for the flawless organisation. A memorable evening for all participants.…

Redefining Energy

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173. The politization of Critical Materials - Mar25 33:28

6 weeks ago33:28

33:28

The 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 to secure the supplies of critical minerals by creating non-Chinese supply chains. Gerard and Laurent sat down with Richard Tite, Chief Investment Officer of TechMet, a critical minerals investment company that is partially owned by the U.S. Government through a series of equity investments by the U.S. International Development Finance Corporation (DFC). TechMet’s portfolio currently includes 10 projects across North America, South America, Africa, and Europe, that produce, process, and recycle critical minerals. How does it work? What are the costs? Can China be countered? Does it succeed? Are Critical Minerals truly critical? They are certainly polarizing.…

Redefining Energy

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172. The new age of Energy Security, Flexibility, and Resilience (with Eurelectric) 24:37

7 weeks ago24:37

24:37

Laurent 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 the Irish Grid, and Russia’s ongoing attacks on Ukraine’s energy infrastructure. Kristian shares the story of his harrowing visit to a power plant in Ukraine, where DTEK engineers are bravely working through air raids every day to keep the lights on. The conversation expands to cover all aspects of Energy Security as we enter the Age of Electricity, exploring both cyber and physical measures that can be taken to protect energy systems. The discussion also touches on the latest advancements in E-Mobility, including how Vehicle-to-Grid (V2G) technology can provide additional security and offer consumers a chance to earn more revenue. Eurelectric represents a strong, forward-thinking industry that exemplifies resilience and solidarity in the face of challenges. Join us at Power Summit Brussels 3 and 4 June to discuss those topics and many others Home - Eurelectric Power Summit 2025…

Redefining Energy

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171. PPAs and Tolling: lessons for the future - Mar25 26:12

9 weeks ago26:12

26:12

It 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 entrants More deals, but smaller sizes: The number of transactions increased by 16% (+37 deals), even as total volumes declined. Innovative deal structures on the rise: Hybrid models, such as solar-wind PPAs, multi-buyer/portfolio arrangements, and cross-border agreements, are gaining traction, offering enhanced flexibility and risk-sharing. The continuous rise of 24/7 energy with the need to track and trade GoOs We also delve into the topic of negative prices, capture prices, and their implications. The conversation extends to Pexapark’s predictions for 2025. Additionally, we explore the growing role of batteries, new tolling agreements, and their impact, along with how batteries are increasingly incorporated into PPAs. Finally, we turn our attention to the US market, discussing Pexapark’s first acquisition of a US company, Renewafi, marking a significant step in Pexapark’s american expansion. Link to Report: https://pexapark.com/pexapark-renewables-market-outlook-2025/ Link to Renewafi: https://www.renewafi.com/…

Redefining Energy

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170. Why is the electricity Supercycle unstoppable? Gerard in Davos 26:29

10 weeks ago26:29

26:29

As 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 Annual Meeting at Davos, Hitachi, Ltd. Executive Chairman Toshiaki Higashihara and Hitachi Energy CEO Andreas Schierenbeck, with Elisabeth V. Vardheim (Statnett) and Gerard Reid (Alexa Capital), participate in a panel discussion on 22 January 2025 to explore the parallels between today’s energy landscape and offer insights into how global stakeholders can drive change to address the climate crises. In summary, how to turn couch potatoes into ironmen. Laurent’s conclusion is that Davos is a perfect microcosm to capture CEOs’ Zeitgeist. And when you hear a global consensus, like 4 years ago on Net Zero and Climate and this year on AI… then it is probably time to SELL. This event is part of the Davos Accredited Programme. Full video here https://www.youtube.com/watch?v=vIXafAbc1gc…

Redefining Energy

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169. 2025 State of play in the battery universe - Feb25 29:34

11 weeks ago29:34

29:34

2024 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 that improves charging capacities in batteries. The Volta Foundation just released its monumental 516 pages report, covering industry, technology, research, government policy, standards. It is a must read for anybody in the industry. Link to the Volta Foundation report: https://volta.foundation/battery-report-2024 With Aaron, we talk about the pivotal role of China, the evolution of the supply chain (do we have enough minerals? Spoiler Alert: Yes), the chemistries, the form factors, recycling and second life. We discuss industry consolidation among the leading suppliers. We dive into the rise of LFP, the divergence between EV and ESS industries, and the expected evolutions of technologies (sodium ion, solid state, semi solid state), Finally we debate about the prices of cells, packs and systems. A great conversation to assess the current state of play in this ultra dynamic sector. ------------------------ Beside the Volta Foundation, the 2 must read reports which came out a few weeks ago Ember when it comes to Electricity European Electricity Review 2025 Nat Bullard when it comes to Climate and Decarbonisation https://ember-energy.org/latest-insights/european-electricity-review-2025/ https://www.nathanielbullard.com/presentations Aaron Wade is the Business Development Lead for Gaussion, enhancing battery performance through magneto-enhancement, and a project director for the Volta Foundation. He was previously the head of battery costs at CRU, helping clients understand the ever changing world of battery cost and technology. Aaron has a PhD from University College London, researching the degradation of battery chemistries using X-ray imaging. Gaussion develop magnetic-enhancement components as a bolt-on for all batteries, unlocking faster charging and longer lifetimes. The solution is chemistry and form factor agnostic, and can result in up to 6x faster charging and up to 8x longer lifetimes.…

Redefining Energy

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168. "Invest where it hurts!" - Laurent at Pexapark 17:31

13 weeks ago17:31

17:31

While 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) Profitable 5) Salvation Laurent describes his numerous investments and how this framework has helped him deliver consequential returns.…

Redefining Energy

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167. The future growth of LNG - Jan 25 33:13

14 weeks ago33:13

33:13

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 analyses global gas and LNG markets through the lens of Europe's energy transition. We review the numerous phases that the market has faced since the beginning of the decade, COVID, post COVID, Russia-Ukraine. We delve into the incredible expansion of US Exports capacity, with 8 terminals now operational and a forecasted growth of another 50% by the end of the decade. We analyse how the market is inherently volatile, which make long term investment difficult but still inside a band. If the LNG gets too high, then consumers will switch; if it gets too low, then some capacity will be shelved. We focus on Qatar, the world’s lowest cost producer, which will continue to grow no matter what. Seb anticipates a surplus in the coming years with massive extra capacities coming on the market from USA and Qatar. But the role of Iran and Russia, which hold the largest reserves, remain a huge uncertainty. Europe’s attitude towards LNG is a complex web of contradictions, between decarbonisation, security and affordability of supply, and global geopolitics. In conclusion, a strategic source of energy, but difficult to apprehend.…

Redefining Energy

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166. Green Equities Performance: Core vs Periphery - Jan 2025 30:28

16 weeks ago30:28

30:28

For 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 was an annus horribilis for “Core” Cleantech with major indices (S&P Global Clean Energy Index) down 20%. But 2024 was also an exceptional year for “Periphery” (or adjacent) Cleantech with companies like Siemens Energy and GE Vernova being star performers. Why such a divergence between “Core” and “Periphery”? What fundamentals are sustaining such trends? Beside interest rates, political uncertainties, competition of China, there are some green shoots that certain segments have better captured than others. And of course, we are talking about load growth and the rise of datacenters. A rising tide lift all boats, and Core Cleantech having been so much slaughtered in recent years due to past excesses, we foresee a positive rebalancing in 2025. Overall, a very vast panorama of how the market values the future of the Energy Transition.…

Redefining Energy

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165. Our Predictions for 2025 27:03

17 weeks ago27:03

27:03

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 Transition 3) Oversupply of everything energy related – Prices are going down 4) Stronger top-down governance of Transmission and Interconnection 5) The return of Clean Energy shares 6) China will gain massive international market in Wind and EVs Winner for best predictions is Michael Barnard, and the loser is Laurent (as usual) And here are our 6 predictions for 2025 1) Oil production down in the US in 2025 2) Oil prices will hit 40USD/bl in 2025 3) Geopolitics, stressed supply chains and Energy bonanza will bring a more innovative and better world 4) A bloodbath for Hydrogen in the Transportation sector 5) Record installation of Solar (700GW), EVs (20m) and Batteries (200GWh) 6) The end of all financial products labelled ESG, Climate and Carbon We wish all our listeners an excellent year 2025 and we love you all.…

Redefining Energy

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164. 2024 Wrap up: Successes, Surprises and Shocks 17:47

19 weeks ago17:47

17:47

Merry 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 unveil our book of the year: “The coming wave” by Mustafa Suleyman, not purely about Energy, but about the digital transformation that is revolutionising the world. Laurent and Gerard wish our listeners wonderful year end celebrations and… Buckle up for 2025.…

Redefining Energy

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163. Gerard is live at TedXBerlin / Welcome to the Era of Energy Disruption 14:18

20 weeks ago14:18