『Redefining Energy』のカバーアート

Redefining Energy

Redefining Energy

著者： Laurent Segalen and Gerard Reid
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このコンテンツについて

 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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  • 184. Market dynamics and Pricing of Battery Materials - Jun25

    184. Market dynamics and Pricing of Battery Materials - Jun25
    2025/06/22
    Six years ago, Simon Moores, CEO of Benchmark Minerals Intelligence shook the world in a now legendary testimony in front of the US Senate. Then, Simon predicted the exponential growth of batteries and the control that China was starting to exert of the supply chains.

    Fast forward today, we bring in, Caspar Rawles, Simon’s trusted lieutenant, and COO of Benchmark Mineral Intelligence to assess how Simon’s predictions panned out. What was prophetic and what never materialized. Benchmark Mineral Intelligence, a London-based Price Reporting Agency (PRA) founded in 2014, specializes in lithium-ion battery and EV supply chains, offering IOSCO-accredited price assessments, supply-demand forecasts, ESG analytics, consultancy, global events, and policy influence.

    It focuses on critical minerals and recently expanded with Rho Motion, valued at $500M. Caspar talks about the growth of BMI, about the importance of its agreement with ICE, and how he sees the future.

    Laurent and Gerard conclude on Lithium and Rare Earths. Not really what you expect.
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    33 分
  • 183. Energy Security from the front line: Eastern Europe and Renewables - Jun25

    183. Energy Security from the front line: Eastern Europe and Renewables - Jun25
    2025/06/15
    Laurent remembers vividly his trip to Sofia Bulgaria in winter 2009 when the Russians had cut the gas for Bulgaria during a -15C winter. Russia was already playing hard ball because of (guess what) a financial disagreement with Ukraine. The blackmail lasted 3 weeks, and the poor Bulgarians were cutting the trees from their equivalent of Hyde Park or Central Park not to freeze to death.

    Lots of progress has been made since then, and Eastern Europe is an emerging bright spot of development for Renewables. It is not just about Economics but also about Security of Supply. We bring in Dimitar Enchev, Cofounder & CEO Europe at CWP - a global renewable energy company, behind some of the largest projects in Southeast Europe.

    CWP has been active since 2007 and developed the largest projects in Serbia, Bulgaria, Romania, including Europe’s largest onshore wind farm for 10 years – a 600MW project in Romania and has now partnered with Mercuria, one of the largest energy trading houses in the world. They discuss how Eastern Europe felt the largest blunt of Russia’s Energy War and how they have been accustomed to living, surviving and thriving with a hostile and aggressive neighbour, always prompt to weaponize energy. Is Europe “bringing a knife to a gunfight” when it comes to countering Russia?

    We explain how opportunities have risen from this difficult environment and how the decorrelation of wind and solar between the East and West of the Continent, and a continuous integration with the global European Grid creates significant investment opportunities. It is about Transmission, Resilience, Hybridization and digitization.
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    27 分
  • 182. Broken grids and Datacenters load growth - Jun25

    182. Broken grids and Datacenters load growth - Jun25
    2025/06/09
    We have recently witnessed spectacular black outs: South Australia 2016, Texas Uri 2021, California 2020-21-25 and Iberia 2025. We are not even mentioning fragile grids in the Global South. We will do an episode on those blackouts later this year.

    The U.S. electrical grid, now over a century old, struggles to meet modern demands. Utilities are slow to adapt, and supply chains are congested, posing challenges for accommodating new load developments like datacenters and AI while ensuring reliable, affordable power for existing customers.

    Jereme Kent, an engineer with practical expertise, is tackling these issues head-on. As the leader of One Power (an Ohio-based industrial power company) Kent champions customer-centric, decarbonized power grids. One Power delivers innovative, renewable-focused energy solutions, empowering industrial clients to manage costs and emissions through on-site wind power, EV charging hubs, and other advanced infrastructure. This approach challenges the outdated utility model, embodying a "Utility 2.0" vision.

    A key innovation lies in transformer design: shifting from bespoke to modular, standardized systems to enhance efficiency and scalability. Kent also highlights the advantages of renewable energy, noting that power purchase agreements (PPAs) for renewables can extend up to 20 years, compared to just three years for gas. Additionally, small behind-the-meter batteries play a critical role in stabilizing energy supply and optimizing costs.

    Digital tools and software are another focus, where Kent offers unexpected insights, emphasizing practical, streamlined solutions over complex systems. He points to SMUD, a progressive utility in Sacramento, California, as a model for grid management. SMUD’s forward-thinking strategies have yielded impressive results, setting a benchmark for others to follow.

    In the realm of transformer technology, Kent advocates for "dumb simplicity," inspired by the German motto “Stumpf ist Trumpf” (simple is best). Surprisingly, he notes that animal interference, such as birds, is a leading cause of transformer failures, underscoring the need for robust, straightforward designs.

    To borrow from the Rolling Stones, “You can’t always get what you want, but you might just get what you need.” Kent’s pragmatic innovations are paving the way for a resilient, sustainable energy future.

    We thank Abloco Energy, premier European lessor of mobile batteries, for supporting the show.
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    32 分

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