『Redefining Energy』のカバーアート

Redefining Energy

Redefining Energy

著者： Laurent Segalen and Gerard Reid
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 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_EnergyLaurent Segalen and Gerard Reid 経済学
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  • 206. Renewables Repriced: Hedge Funds and Algo power trading - dec25

    206. Renewables Repriced: Hedge Funds and Algo power trading - dec25
    2025/12/01
    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 a fundamentally different investment logic?

    FlexPower, founded in 2022 in Hamburg and, as of October 2025, fully owned by Citadel, the global hedge fund, represents this shift. The firm operates at the intersection of short-term power trading and battery optimization, deploying data-driven strategies across European markets.

    FlexPower exemplifies how agile, technology-led firms are reshaping power markets by leveraging algorithmic trading, high-frequency data analytics, and real-time dispatch optimization. Their approach contrasts sharply with traditional infrastructure investors who continue to rely on fixed offtake agreements and policy support.

    In conversation with FLexPower Managing Director Amani Joas, Laurent and Gerard examine how algorithmic trading and hedge fund participation are redefining price formation in grids increasingly dominated by intermittent renewables. The discussion highlights a structural divergence: while incumbents pursue regulatory certainty, new entrants monetize volatility itself—treating renewable assets as dynamic trading platforms rather than passive infrastructure.

    The energy transition is no longer just a technological revolution—it’s a financial one.
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    32 分
  • 205. Elexon: The Hidden Engine of Britain’s Power Market - nov25

    205. Elexon: The Hidden Engine of Britain’s Power Market - nov25
    2025/11/24
    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 (BSCCo) for Great Britain. They are the neutral heartbeat of the electricity market, making sure the lights stay on and energy imbalances are accurately billed. They provide the transparency, fairness, and precision that keeps the whole system running—and prevent anyone from gaming the market. Formerly part of National Grid, Elexon has always been independent and is owned by the 13 largest market participants.

    In this episode, Laurent and Gerard sit down with Peter Stanley, CEO of Elexon, to dive deep into the nuts and bolts of the balancing market. They break down why system costs have quintupled in recent years, hitting £8 billion a year, how settlement processes are being modernized, and the surprising ways AI is starting to shape the market.

    Elexon isn’t just about numbers—it’s the backbone of the UK’s Clean Power by 2030 plan (CP30). By keeping the system balanced and efficient, Elexon is helping drive the near-total elimination of fossil fuels from the power grid, making a cleaner, greener future possible.

    Get ready for a technical—but fascinating—ride behind the scenes of the UK electricity market.
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    30 分
  • 204. Live from COP30 – WTFFF and Other Tales from the Amazon

    204. Live from COP30 – WTFFF and Other Tales from the Amazon
    2025/11/17
    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 and the Green Zone, rather than in the endless debates over whether the final text will call to “phase out,” “phase down,” or “phase up” fossil fuels.

    With investments in clean technologies now triple those in fossil fuels, the global momentum toward renewables seems unstoppable.

    The COP text, increasingly, feels symbolic—if not irrelevant. Together, Laurent and Bruce celebrate the ongoing success of bottom-up implementation and the steady deployment of proven technologies, rather than top-down grand initiatives.

    They also touch on a new forestry initiative, TFFF—dubbed “WTF-FF” by Laurent—which, they suspect, may fade away like tears in the rain. Packed with anecdotes about the Amazon rainforest, chaotic logistics, Saudi Arabia’s surprising investments in boxing, and other quirky insights, this episode strikes an optimistic tone.

    Whatever COP30’s final declaration may say, one thing is clear: renewables have already won.
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    20 分
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