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
Episodes
January 11, 2026 • 30 mins
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 the incentives regulators design. Flex...
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January 4, 2026 • 33 mins
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 graveyard:
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 graveyard:
- US oil production down in 2025...
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December 21, 2025 • 37 mins
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 & Datacenter Surge: An extra...
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December 14, 2025 • 31 mins
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 as the Titan 350 from Caterpillar) wi...
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 as the Titan 350 from Caterpillar) wi...
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December 7, 2025 • 29 mins
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 the power of the e-mobility revolution...
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 the power of the e-mobility revolution...
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November 30, 2025 • 31 mins
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 renewable portfolios be optimized under...
Are investors misreading the new market dynamics? And can renewable portfolios be optimized under...
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November 23, 2025 • 29 mins
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 Balancing and Settlement Code Company ...
Elexon is the Balancing and Settlement Code Company ...
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November 16, 2025 • 19 mins
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 explains, takes place in the Blue Zone...
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 explains, takes place in the Blue Zone...
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November 9, 2025 • 29 mins
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 Cannibalization — a term coined by Richard Sve...
Enter the concept of the “3 Cs” — Congestion, Curtailment, and Cannibalization — a term coined by Richard Sve...
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November 2, 2025 • 28 mins
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.
Key Takeaways: Current price signals d...
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.
Key Takeaways: Current price signals d...
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October 27, 2025 • 28 mins
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, Gerard and Laurent are thrilled to ha...
These are the questions we ask ourselves every day — and today, Gerard and Laurent are thrilled to ha...
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October 19, 2025 • 29 mins
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 best known for his annual 200-slide d...
Nat is perhaps best known for his annual 200-slide d...
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October 12, 2025 • 27 mins
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 of the year. This is the second-best ...
US LNG FIDs are breaking all records in 2025, with 55 mtpa of liquefaction capacity sanctioned since the start of the year. This is the second-best ...
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October 5, 2025 • 28 mins
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 less than three years, Philipp has man...
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 less than three years, Philipp has man...
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September 28, 2025 • 21 mins
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 claims, standards like the GHG Protocol e...
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 claims, standards like the GHG Protocol e...
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September 21, 2025 • 30 mins
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 solutions remain technologically and eco...
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September 14, 2025 • 30 mins
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 analytics. The company currently su...
Using artificial intelligence, advanced sensors, and deep electrochemical expertise, ACCURE has established itself in the field of predictive battery analytics. The company currently su...
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September 7, 2025 • 26 mins
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-driven startups. And the market is boo...
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-driven startups. And the market is boo...
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August 31, 2025 • 30 mins
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 delivering trivial abatement at extreme cost...
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August 24, 2025 • 23 mins
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 power, and electric vehicles, reshap...
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 power, and electric vehicles, reshap...
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