『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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  • 240. The CHINT Blueprint, or the Chinese Solar revolution from the inside - Aug26

    240. The CHINT Blueprint, or the Chinese Solar revolution from the inside - Aug26
    2026/08/03
    During Intersolar (The Smart E), Gerard sat down with Dr Chuan Lu, CEO Astronergy and Director of Chint Group to discuss, from the inside the Chinese Solar revolution. 2026 was Dr Lu and Chint 15th participation to that massive European Exhibit that epitomise the growth of renewables. 18 halls the size of a football fields and more than 100,000 visitors.

    CHINT is a vertically integrated Chinese energy conglomerate whose solar business is profitable, mid-growth, and margin-focused rather than driven by hyper-scale manufacturing. Its portfolio includes Astronergy (modules), CPS (inverters), CHINT Solar (EPC/IPP), and CHINT ANNENG (residential PV), generating approximately $650–700 million in operating profit and implying a valuation of $12–16 billion. Annual growth of 15–20% trails peers but reflects CHINT's focus on profitability, diversification, and disciplined capital allocation. The result is a stable, globally active, Tier 1-certified solar group that operates more like an integrated industrial compounder than a scale-at-all-costs PV manufacturer.

    The modern Chinese solar industry began to take shape around 2006 as a predominantly export-oriented manufacturing sector, driven by demand from Europe and other international markets. As a privately held enterprise, CHINT has operated within a unique ecosystem where entrepreneurial initiative has been complemented by government policy support. A pivotal moment came in 2012 with the introduction of China's Feed-in Tariff (FIT) programme, which stimulated domestic demand and transformed China into the world's largest solar market, creating significant opportunities for companies such as CHINT to expand beyond export manufacturing.

    CHINT's development has also been shaped by China's regional economic and cultural differences. Originating in the entrepreneurial, resource-poor southeast of the country, the company embodies a private-sector culture that contrasts sharply with the coal-dependent, state-controlled industrial base of northeast China.

    Looking ahead, management recognises the challenges posed by overbuilding and excess manufacturing capacity in the utility-scale solar market. In response, CHINT has diversified aggressively into distributed generation through its residential rooftop solar business, CHINT ANNENG, which has installed more than 60 GW of capacity across over 1.2 million rooftops throughout China, positioning the company to benefit from a broader and more resilient mix of solar market opportunities.

    A great thanks to Jonathan Gifford of Climate Copy for organising the recording.
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    30 分
  • 239. Space PPAs for satellites - Jul26

    239. Space PPAs for satellites - Jul26
    2026/07/27
    Laurent and Gerard set out to explore one of the biggest ideas emerging alongside the excitement around the SpaceX IPO: datacenters in space. To refuel those satellites emerged the concept of an orbital grid where beams are directed to provide electricity to space crafts, like a gas station in space.

    It may sound like science fiction, but it is rapidly becoming a medium-term engineering challenge being tackled by some of the brightest minds of our generation.

    One of those pioneers is Andrew Rush, CEO of Star Catcher, a company building what will become the world's first orbital energy grid—a network of satellites capable of wirelessly transmitting power to other spacecraft on demand hundreds of kilometres away. Andrew is the man for the mission: he previously served on the Technology, Innovation and Engineering Committee of the NASA Advisory Council, helping advise NASA's Administrator, the Office of the Chief Technologist, and its Mission Directorates. Before founding Star Catcher, he successfully built and exited two leading space companies: Redwire and Made-In-Space.

    His vision is ambitious: create an "energy-as-a-service" platform for space.

    Rather than forcing every satellite to carry increasingly large solar arrays and batteries, spacecraft could draw power from a shared orbital network whenever they need it. If successful, this infrastructure could become as fundamental to the space economy as the electrical grid is on Earth.
    Investors are taking notice. Star Catcher has raised approximately $88 million to date, including a recent $65 million Series A led by B Capital, Shield Capital, and Cerberus Ventures. Andrew believes SpaceX's reusable rockets have dramatically reduced the cost of reaching orbit, unleashing an explosion in satellite deployment. The next major bottleneck, however, is no longer launch—it's power. Star Catcher aims to build the energy infrastructure that enables the next generation of space-based industries.

    In this conversation, we explore what's real, what's possible, and what's still myth when it comes to energy in space. We also discuss why technologies that once seemed decades away may arrive much sooner than most people expect. The future of the space economy isn't just about getting to orbit—it's about powering everything that comes next.

    Live long and prosper.
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    26 分
  • 238. Revealed: CIP’s Playbook (Live from DLA Piper) - Jul26

    238. Revealed: CIP’s Playbook (Live from DLA Piper) - Jul26
    2026/07/20
    In June 2026, Gerard and Laurent recorded a live episode at DLA Piper’s Charging Up Capital 2026 Global Energy and Digital Investments Forum with Rowan Parkhouse, Managing Director at Copenhagen Infrastructure Partners (CIP).

    CIP has emerged as one of the world's leading specialist energy transition investors, ranking among the top infrastructure fund managers globally by both assets under management and fundraising. So, what is CIP’s Playbook?

    We explore how infrastructure investing has evolved over the past five years—what has become easier, what has become harder, and where the biggest opportunities now lie. The conversation covers data centres, batteries, grids, transmission, renewables, EVs, independent power producers, and CIP's relationship with Ørsted.

    We also discuss some of the most important questions shaping energy infrastructure today: the impact of AI-driven power demand, whether grid constraints have become a bigger bottleneck than generation, the changing political priorities around energy security and competitiveness, the rationale behind CIP's acquisition of Ørsted's European onshore business, and the future of energy storage.

    A fascinating deep dive into how one of the world's most successful energy transition investors is helping build the infrastructure of the future.

    We would like to thank Natasha Luther-Jones and Nicolas Stofenmacher for a flawless organisation and the impressive array of talents around the table.
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    36 分
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