『Redefining Energy』のカバーアート

Redefining Energy

Redefining Energy

著者： Laurent Segalen and Gerard Reid
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10月19日まで。※適用条件あり
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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  • 247. AI powered EMS behind the meter - Sep26

    247. AI powered EMS behind the meter - Sep26
    2026/09/21
    In our series: How AI is revolutionising Energy, Laurent and Gerard dive deep into the intricate corner of Energy Management system for large industrial clusters.

    You would believe that legacy providers such as Siemens, Schneider Electric or Hitachi would provide such solutions. They are not. Indeed, they provide legacy Scada systems which are hardware linked and bottom up. There is no glue to optimise them as a group and deliver access to Energy markets.

    Two young Belgian engineers have decided to address this blind spot and come up with a new generation of software: AI powered EMS. That is what Companion Energy has achieved. We bring in its CEO Thomas Vyncke.

    Most of the European energy conversation still focuses on front-of-the-meter flexibility: batteries, renewables and other assets participating in wholesale and balancing markets. Thomas’ thesis is that an equally important — and much less developed — opportunity sits behind the meter, inside large industrial and commercial companies.

    The problem is complexity. Every enterprise site is different: different tariffs, contracts, generation assets, batteries, EV fleets, boilers, industrial processes, grid constraints and operating requirements. The opportunity therefore isn't simply to buy cheaper electricity or optimise one battery. It is to continuously optimise the entire energy system of the site against its operational and financial reality.

    That is what Vyncke and co-founder Jonas Verstraeten are building with Companion.energy, founded in 2022. The platform provides transparency on energy costs and automates optimisation across complex behind-the-meter environments.

    The company says it currently optimises more than €500m of energy spend and 350+ MW of assets across Belgium, the Netherlands, Switzerland and Romania, working with companies including Proximus, TotalEnergies and Port of Antwerp-Bruges. It recently raised a €7.8m seed round to support international expansion.

    And it is just the beginning…


    With the energy industry's largest proprietary dataset, world-class experts and decision-grade models, all powered by Synoptic AI, Wood Mackenzie delivers Intelligence Connected across the energy and natural resources landscape.
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    30 分
  • 246. From Excel Sheets to AI: the new way for Corporates to procure and report Energy - Sep26

    246. From Excel Sheets to AI: the new way for Corporates to procure and report Energy - Sep26
    2026/09/14
    There is simply too much greenwashing happening. Environmental reporting has become a meaningless bureaucracy feeding a fictional reality through glossy reports that nobody reads anymore.

    But things are changing; the impact of climate change (heatwaves, floods) is hitting back at governments trying to ignore it. Some BigTech, historically in favour of renewable energy are now busy building the biggest gas plants in the world for their datacenters, while pretending still to be on track for their “net zero” commitments.

    They maintain the fiction through carbon accounting tricks, maximisation of loopholes and heavy PR campaigns run by the American Petroleum Institute and McKinsey.

    Fortunately, there are a lot of companies which start to see the direction of travel: a more granular way of accounting for Energy and Emissions. Not by the year, where summer solar can be accounted for winter consumption, but by the month and soon by the hour. Hourly matching is new, tough, but far from unsurmountable. That is what new companies such as Renewabl are enabling: by cutting though the bureaucracy and Excel Sheets, and helping the forward thinkers to present, report and optimise their energy and emissions profile.

    Laurent and Gerard have the privilege of receiving Carolyn Addy, Head of Commercial at Renewabl, to talk about the new trends, the innovations, and how progressively, we are entering a more transparent and efficient world.

    We talk about immediate non-regret solutions and the impact of AI in the process. We also dive into how hourly PPAs are progressively making their way into the market, and whatever perceived additional work they require, in fact they provide better hedges against volatile energy costs.
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    31 分
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