Redefining Energy

著者： Laurent Segalen and Gerard Reid
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  • サマリー

  • 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
    Laurent Segalen and Gerard Reid
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あらすじ・解説

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
Laurent Segalen and Gerard Reid
経済学
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エピソード
  • 178. Delivering the Wind Reset - May25

    178. Delivering the Wind Reset - May25
    2025/05/05
    Laurent and Gerard sit down for an in-depth (and at times fiery) conversation with Ben Backwell, Chair of the Global Wind Energy Council (GWEC), to unpack the current state of the wind industry. Ben joins from Brazil, where preparations for COP30 are already underway.

    As GWEC has just released its flagship Global Wind Report 2025—a must-read for anyone serious about the energy transition—they reflect on wind power’s progress. While the sector has continued to grow, it's been outpaced by solar and storage, grappling with supply chain bottlenecks, technical hurdles, and an all-out culture war driven by fossil fuel interests and political headwinds.

    The discussion covers the recent struggles of the U.S. offshore wind sector (recorded just before the devastating cancellation of Equinor’s Empire Wind project, a move we, unfortunately, saw coming).

    We also dive into China’s meteoric rise, now dominating two-thirds of the global wind market with players like Goldwind, Envision, Windey, and Mingyang—now surpassing Western stalwarts such as Vestas, Siemens Energy, and GE Vernova.

    Despite the noise and negativity—what Laurent refers to as “the enemies of freedom”—there’s reason to stay hopeful. Wind remains a cornerstone of clean, secure, and locally sourced energy in many regions.

    Check out the full Global Wind Report 2025 from GWEC here: https://www.gwec.net/reports/globalwindreport
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    26 分
  • 177. The Transatlantic Power Cable: from concept to reality - Apr25

    177. The Transatlantic Power Cable: from concept to reality - Apr25
    2025/04/28
    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
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    36 分
  • 176. Renewables are dominating the Electrification of an Energy-hungry world (with Ember) - Apr 25

    176. Renewables are dominating the Electrification of an Energy-hungry world (with Ember) - Apr 25
    2025/04/14
    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
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    31 分

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