Redefining Energy

225. US Utilities vs Hyperscalers - Apr26

20 Apr 2026

Contributed by Lukas

In episode 219, we analysed the relationship between hyperscalers and US utilities from the hyperscaler perspective. To complete the picture, we revis...

224. From Wind farms (yield) to Datacenters (growth) - Apr26

13 Apr 2026

Contributed by Lukas

Laurent and Gerard sit down with Paul O’Donnel, Partner at SchrodersGreencoat, a fund manager that has invested more than €13 billion and controls...

223. Solar + Storage: The Economic Core of the Future Grid

06 Apr 2026

Contributed by Lukas

Gerard is invited by Ana Conde from PVcase to make the case for solar paired with storage as the economic foundation of the future energy system.We ar...

222. Understanding Energy and Technology in China - Mar26

30 Mar 2026

Contributed by Lukas

Laurent and Gerard speak with Dr. Michal Meidan, Head of China Energy Research at the China Energy Research Programme at the Oxford Institute for Ener...

221. LNG – Hormuz – “Apocalypse Now” - Mar26

23 Mar 2026

Contributed by Lukas

Gerard and Laurent host Ira Joseph, a leading expert on gas and LNG markets at the Columbia Center on Global Energy, to explore how the Middle East co...

220. Deal Trends for M&A and Energy Financing - Mar26

16 Mar 2026

Contributed by Lukas

Six years after her last appearance on the podcast (Episode 28, 15 June 2020), Natasha Luther-Jones  returns to join Laurent and Gerard for a lively ...

219. Hyperscalers vs US Utilities - Mar26

09 Mar 2026

Contributed by Lukas

While Gerard is fixing his knee, Laurent invites Chris Seiple, Vice Chairman of WoodMac Power & Renewables group, to try to make sense of the scal...

218. Climate Tech Battle Royale - Mar26

02 Mar 2026

Contributed by Lukas

Last month, Gerard Reid joined Shayle Kann, Managing Partner at Energy Impact Partners, for a world class and fast-moving conversation on the state an...

217. Lithium, Copper, Silver and other metals go ballistic - Feb26

23 Feb 2026

Contributed by Lukas

Lithium has doubled in three months. Copper is printing record highs. Silver went vertical—then collapsed. The move was fast. The reversals were fas...

216. Dancing While the Music Plays: Clean Energy Equities Market - Feb26

16 Feb 2026

Contributed by Lukas

Clean Energy equities have comfortably outperformed the major indices in 2025.  Laurent and Gerard are joined by friend of the show Shanu Matthew, an...

215. PPAs, FPAs, IPPs, Flex and Capture rates: new paradigms - Feb26

09 Feb 2026

Contributed by Lukas

Luca Pedretti, Co-Founder, Pexapark, returns to discuss how volatility, market design, and new contract structures are transforming power markets and ...

214. Grid Resilience: hot risks, cold solutions - Feb26

02 Feb 2026

Contributed by Lukas

Resilience is the buzzword of the moment—from Gerard’s personal resilience on display in Davos last week to the critical issue of grid resilience....

213. Big Funds, Bigger Bets: Inside Infrastructure’s Power Shift - jan26

26 Jan 2026

Contributed by Lukas

The infrastructure fund industry has become one of the most powerful engines behind the rise of renewables and datacenters. With Zak Bentley, Americas...

212. Heat Pumps rise again - Jan26

19 Jan 2026

Contributed by Lukas

Heat pumps sit at the heart of Europe’s strategy to cut emissions and reduce dependence on imported gas. Under the EU’s REPowerEU plan, the bloc i...

211. The last Mile revolution: turning Distribution Networks into Flexibility Powerhouses - jan26

12 Jan 2026

Contributed by Lukas

Laurent and Gerard sit down with Jo-Jo Hubbard, CEO of Electron, to explore why the centre of gravity in the energy transition is shifting decisively...

210. Our Predictions for 2026

05 Jan 2026

Contributed by Lukas

Happy New Year energy nerdsAs tradition demands (and lawyers insist), the first episode of the year is the annual ritual where Gerard, Laurent, and Mi...

209. Deals, Scandals and other memorable moments of 2025

22 Dec 2025

Contributed by Lukas

For our final episode of the year, Laurent jumped onto the Wolfe Power podcast, where he and host Alex Wolfe took a no-nonsense tour through the big e...

208. AI vs. Energy: the cost of speed - dec25

15 Dec 2025

Contributed by Lukas

Will artificial intelligence reshape the power grid, or will the inertia and complexity of today’s infrastructure slow progress—or even redefine h...

207. E-Mobility and V-2-X - dec25

08 Dec 2025

Contributed by Lukas

Gerard is on stage with Adele Zhao - Trina Solar and Thomas Raffeiner- The Mobility House at the Smarter E Conference.In a conversation hosted by Jona...

206. Renewables Repriced: Hedge Funds and Algo power trading - dec25

01 Dec 2025

Contributed by Lukas

For much of the past two decades, renewable energy investment was viewed as a core infrastructure play—favoured by funds and long-term capital seeki...

205. Elexon: The Hidden Engine of Britain’s Power Market - nov25

24 Nov 2025

Contributed by Lukas

Running a power market isn’t just about generating electricity—it’s about making sure every kilowatt is accounted for. Someone has to calculate ...

204. Live from COP30 – WTFFF and Other Tales from the Amazon

17 Nov 2025

Contributed by Lukas

Laurent sits down with Bruce Douglas, CEO of the Global Renewable Alliance, for a live conversation from COP30 in Belém, Brazil.They explore how COP3...

203. Peak Solar - nov25

10 Nov 2025

Contributed by Lukas

Solar energy has experienced explosive growth over the past five years — doubling in capacity outside of China and quadrupling within China. But wit...

202. The US Power Industry Mismatch: Large Load Growth vs. Investment Capital - Nov25

03 Nov 2025

Contributed by Lukas

Laurent and Gerard have an explosive conversation with Bryan Long, Executive Director in JPMorgan’s Commodities Group.They explore why U.S. energy m...

201. Battery Boom or Policy Bust? The Big EV Divergence - Oct25

27 Oct 2025

Contributed by Lukas

We are in the middle of a battery boom, for EVs and even more for BESS. What's really happening in the electric vehicle (EV) market? Is China dominati...

200. “200 slides, Energy, AI, and the End of ESG” with Nat Bullard - Oct25

20 Oct 2025

Contributed by Lukas

For our 200th episode, we had the pleasure and privilege of speaking with Nat Bullard, one of the sharpest minds in the energy world. A leading analys...

199. The LNG Mirage - Oct25

13 Oct 2025

Contributed by Lukas

The oil and gas industry is clinging to the narrative that we're entering a "Golden Age of Gas" — especially when it comes to LNG. Riding this assum...

198. Battery Blitz in Germany - Oct25

06 Oct 2025

Contributed by Lukas

Germany is experiencing a battery blitz. The market is expected to triple from 2GW to 6GW in less than two years. To give a bit of context, Zach Willi...

197. The fight for accurate Carbon Accounting and 24/7 Green Power - Sep25

29 Sep 2025

Contributed by Lukas

With Gerard away, Laurent invited another Irishman, Killian Daly, to dive into a technical—but critically important—topic: carbon accounting, powe...

196. Are SAF and Marine Green Fuels worth the Carbon Reductions? - Sep25

22 Sep 2025

Contributed by Lukas

Aviation and marine transport together account for approximately 15% of global oil consumption—a substantial share driven by sectors that are among ...

195. The Battery Doctor - Sep25

15 Sep 2025

Contributed by Lukas

Battery technology lies at the core of the global energy transition, but managing and optimizing battery systems has become a highly specialized disci...

194. Next-Gen Weather Forecasting: AI, Satellites, and Drones - Sep25

08 Sep 2025

Contributed by Lukas

Water, wind, sunlight — the driving forces behind renewable energy. The better we can predict them, the more we can accelerate progress and reduce r...

193. The Seven Deadly Sins of the Energy Transition

01 Sep 2025

Contributed by Lukas

Three wise men met and discussed the Seven Sins of The Energy Transition. Laurent, Gerard and Michael dissect seven sectors that have captured attenti...

192. How AI will revolutionise Energy

25 Aug 2025

Contributed by Lukas

Gerard delivered a keynote on Digitalisation, AI, Supply Chains and Electrification at the EcoVadis Global Summit.Gerard Reid argues that we are livin...

191. “How Big Things Get Done” with Pr. Bent Flyvbjerg (hosted by Michael Barnard)

18 Aug 2025

Contributed by Lukas

This is a re-release of the legendary interview by Michael Barnard of Pr Bent Flyvbjerg on our sister show ”Redefining Energy Tech” Professor Bent...

190. Solar and Flex – Solar Power Summit 2025

11 Aug 2025

Contributed by Lukas

This Spring, Laurent Segalen was invited by Solar Power Europe to moderate a panel, during the Solar Power Summit, around the theme ”Winning the Fle...

189. Energy Disruptions - (Gerard on "Clean Titans")

04 Aug 2025

Contributed by Lukas

This is Summer time, so we publish some contents that we have created on other channelsA few weeks ago, Gerard came on the ”Clean Titans”The YouTu...

188. US/Petrostate vs EU/Electrostate – a joint episode with Open Circuit

28 Jul 2025

Contributed by Lukas

On July 7th, Gerard and Laurent were invited to appear on the U.S. podcast Open Circuit, alongside Jigar Shah, Katherine Hamilton, and Stephen Lacey. ...

187. Texas: Power Surge or Power Splurge? - Jul25

21 Jul 2025

Contributed by Lukas

Texas is an oddity in the western electricity world: fastest growing load, ultra-low prices, crazy development of renewables. Texas consumes now more ...

186. Power under Pressure: Fortum’s CEO on Datacenters’ growth and Russian Attacks (Eurelectric)

14 Jul 2025

Contributed by Lukas

Laurent had the pleasure and privilege of sitting down with Markus Rauramo, CEO of Fortum, during the Eurelectric “Power Play” conference in Bruss...

185. Blackouts - Jul25

07 Jul 2025

Contributed by Lukas

What Really Happened During the Iberian Blackout This Spring? And How Should We Make Sense of the Conflicting Reports?  To shed light on the events, ...

184. Market dynamics and Pricing of Battery Materials - Jun25

22 Jun 2025

Contributed by Lukas

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, Simo...

183. Energy Security from the front line: Eastern Europe and Renewables - Jun25

15 Jun 2025

Contributed by Lukas

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 al...

182. Broken grids and Datacenters load growth - Jun25

09 Jun 2025

Contributed by Lukas

We have recently witnessed spectacular black outs: South Australia 2016, Texas Uri 2021, California 2020-21-25 and Iberia 2025. We are not even mentio...

181. “Hot Air” from Tony Blair - May25

26 May 2025

Contributed by Lukas

The Tony Blair Institute for Global Change (TBI) recently released a widely publicized report titled “The Climate Paradox”, which has garnered sig...

180. The KKR Energy formula - May25

19 May 2025

Contributed by Lukas

KKR is a Private Equity giant whose involvement in the Energy/Infrastructure sector has grown bigger over the decades. Energy/Infrastructure investmen...

179. The future of the Auto Industry: Winners, challengers and zombies - May25

12 May 2025

Contributed by Lukas

On one hand, tariffs are causing significant disruption in the global automotive industry. On the other, the electric vehicle (EV) market continues to...

178. Delivering the Wind Reset - May25

05 May 2025

Contributed by Lukas

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 un...

177. The Transatlantic Power Cable: from concept to reality - Apr25

28 Apr 2025

Contributed by Lukas

There's been a great deal of excitement and curiosity surrounding the idea of a Transatlantic Interconnector. So, as co-founders, Laurent Segalen and ...

176. Renewables are dominating the Electrification of an Energy-hungry world (with Ember) - Apr 25

14 Apr 2025

Contributed by Lukas

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 Energ...

175. Capitalizing on the Infrastructure giants’ Blind Spots - Apr25

07 Apr 2025

Contributed by Lukas

Capitalizing on the Infrastructure giants’ Blind Spots: How can a specialised PE fund thrive under the new US Administration?The Energy Transition e...

174. Live from Cambridge – Laurent and Gerard with Pr. David Cebon on Electrifying trucks

31 Mar 2025

Contributed by Lukas

Early March, Gerard and Laurent were invited by the Cambridge University Energy Technology Society (CUETS) for a live session of Redefining Energy.In ...

173. The politization of Critical Materials - Mar25

24 Mar 2025

Contributed by Lukas

The XXIst century economy will be powered by 'critical minerals' such as lithium, nickel, cobalt, and rare earths. China has spent the past 20 years b...

172. The new age of Energy Security, Flexibility, and Resilience (with Eurelectric)

17 Mar 2025

Contributed by Lukas

Laurent welcomes Kristian Ruby, Secretary General of Eurelectric, to discuss Energy Security, Resilience and Flexibility though the impact of E-Mobili...

171. PPAs and Tolling: lessons for the future - Mar25

03 Mar 2025

Contributed by Lukas

It has become a tradition to welcome Luca Pedretti, Co-Founder of Pexapark, to the show to discuss the evolving PPA market, especially now that Pexapa...

170. Why is the electricity Supercycle unstoppable? Gerard in Davos

24 Feb 2025

Contributed by Lukas

As urgent calls for climate change action continue, an energy supercycle is underway, driven by the increasing need for electrification and digitaliza...

169. 2025 State of play in the battery universe - Feb25

17 Feb 2025

Contributed by Lukas

2024 has been another exceptional year for the battery industry. We have invited Aaron Wade to discuss the various technological and economic aspects ...

168. "Invest where it hurts!" - Laurent at Pexapark

03 Feb 2025

Contributed by Lukas

While Gerard Reid was at Davos, schmoozing with world leaders, Laurent Segalen was invited by Luca Pedretti on the Pexapark podcast. They had a conver...

167. The future growth of LNG - Jan 25

27 Jan 2025

Contributed by Lukas

As the price of gas and LNG (Liquified Natural Gas) becomes a key factor for the value of the world’s energy, we have decided to bring in a top gas ...

166. Green Equities Performance: Core vs Periphery - Jan 2025

13 Jan 2025

Contributed by Lukas

For the first episode of 2025, Gerard and Laurent have the pleasure of welcoming Shanu Mathew. Shanu is a Senior Vice President at Lazard Asset Manage...

165. Our Predictions for 2025

02 Jan 2025

Contributed by Lukas

Happy new year to all our listeners. It has become a tradition for the first episode of the year: Gerard, Laurent and Michael present their 2025 Predi...

164. 2024 Wrap up: Successes, Surprises and Shocks

23 Dec 2024

Contributed by Lukas

Merry Christmas. This is our last Episode of the Year where Laurent and Gerard summarise what impressed them, surprised them and shocked them. AI, Hyd...

163. Gerard is live at TedXBerlin / Welcome to the Era of Energy Disruption

16 Dec 2024

Contributed by Lukas

Gerard delivered a master class at TedXBerlin about the four forces driving the Energy Revolution Solar, Batteries, Electronics and China. It is calle...

162. Industrial Climate Solutions – Bridging the “Missing Middle” - Dec24

09 Dec 2024

Contributed by Lukas

Just Climate is a 1.5bnUSD vehicle established by Generation Investment with the mission to invest in the highest impact solutions that can radically ...

161. Northvolt - Epitaph

02 Dec 2024

Contributed by Lukas

Northvolt, once the poster child of the European battery industry, shocked the world last month by filling for Chapter 11 in the United States. The S...

160. Financing the Residential Energy Transition - Nov24

25 Nov 2024

Contributed by Lukas

Deploying solar and heat pumps in the residential sector is all well and good, but many attempts to scale have unfortunately failed.Beyond the king Oc...

159. Live from Baku Cop29. Inside the Zone: Chaos, Shock and Hope

18 Nov 2024

Contributed by Lukas

Laurent goes live to Baku COP29 to discuss with Bruce “Almighty” Douglas, CEO Global Renewable Alliance and tireless promoter of Renewable Energy....

158. COP – Resilience or Irrelevance?

11 Nov 2024

Contributed by Lukas

As COP29 begins, the ripple effects of the re-election of Donald Trump are reaching the shores of the Caspian Sea.  COP28 welcomed 85,000 delegates, ...

157. Mobile batteries, the ultimate flexibility - Nov24

04 Nov 2024

Contributed by Lukas

First, Gerard is sorry, he couldn’t make it as he was on a ship in the Irish Sea, and his Starlink wouldn’t connect. So, it is just Laurent interv...

156. Zeroing in on Electrification with Eurelectric

28 Oct 2024

Contributed by Lukas

Gerard and Laurent welcome Kristian Ruby, secretary general of Eurelectric, about their new report entitled “Power Barometer – Zeroing in on Elect...

155. VPP & DER - Oct24

21 Oct 2024

Contributed by Lukas

What are VPP? Virtual Power Plants. What are DER? Distributed Energy Resources?As the grid becomes more intermittent while the load is growing, those ...

154. The people driving the EV revolution

14 Oct 2024

Contributed by Lukas

While Gerard is doing his rock star concert at TedTalk Berlin, Laurent has invited an old friend, Roger Atkins, Top Voice on EVs to discuss the people...

153. The Battery-coaster - Oct24

07 Oct 2024

Contributed by Lukas

The battery infrastructure is currently growing 3x faster than the solar industry. Records are beaten daily: in August 2024, for the first time, Chine...

152. Energy Transition – the Global Investment Guide

30 Sep 2024

Contributed by Lukas

Gerard is live on the Wisdom Tree Commodity Exchange podcast and delivers a masterclass on how to invest in the Energy Transition: Renewables, Equity,...

151. Peak Fossil Fuels - Sep24

23 Sep 2024

Contributed by Lukas

ExxonMobil forecasts 2050 Oil demand be the same as today. We believe that they are just “talking their books.”To discuss the future of the Energ...

150. The new Valuation of Wind Assets

16 Sep 2024

Contributed by Lukas

As Europe has reached 270GW wind power (vs 150GW USA), corresponding to a value of 500bnEUR, we dig into the value of those assets. Gerard being out, ...

149. Hydropower in a 24/7 Clean Energy System - Sep24

09 Sep 2024

Contributed by Lukas

As wind and solar become ubiquitous, the value of hydropower goes up. Hydropower is becoming the ultimate clean energy, as it is flexible and easily d...

148. Batteries: the Great Consolidation

02 Sep 2024

Contributed by Lukas

“Summer has come and passed / The innocent can never last / Wake me up when September ends”. Like John Wick, Laurent thinks he is back.So we have ...

147. Decarbonising buildings - Aug24

26 Aug 2024

Contributed by Lukas

How to decarbonise buildings? That’s an important topic because that sector accounts for 37% of all emissions, making it one of the three pillars of...

146. NREL: “Our Renewable Energy Future” - Aug24

19 Aug 2024

Contributed by Lukas

A special interview with one of the great minds of the Energy Transition. Dr. Doug Arent is the Executive Director of Strategic Public– Private Part...

145. Clash of Titans (Barnard vs Martin) – Industrial Heat Redefined

12 Aug 2024

Contributed by Lukas

During Summer season, we bring you back the best of our sister show, Redefining Energy TECH, where host Michael Barnard invites Paul Martin for a very...

144. Bill Gates and Energy (2/2) – the Investments / Breakthrough Energy Ventures

04 Aug 2024

Contributed by Lukas

In episode 143, Gerard, Laurent and Michael have discussed the philosophy of Bill Gates when it comes to the Energy Transition, and the root causes of...

143. Bill Gates and Energy (1/2) – the Thesis

29 Jul 2024

Contributed by Lukas

Bill Gates is sucking a lot of oxygen in the Energy Transition. Is he a force for good, or a nuisance? What is his thesis and where does it come from?...

142. Batteries vs Hydrogen (Gerard is Live at EcoSummit 2024)

22 Jul 2024

Contributed by Lukas

This week, it is a solo by Gerard Reid.This is the audio of its remarkable presentation at EcoSummit Berlin in June 2024. The topic is “Batteries vs...

141. Texas, California: From Renewable Energy developer to IPP - Jul24

15 Jul 2024

Contributed by Lukas

Texas and California have witnessed a crazy growth in Solar and Batteries in recent years. In 2024 California has 24GW of Solar and 9GW of batteries o...

140. SolarPower Europe introduces the "Flexibility Revolution"

08 Jul 2024

Contributed by Lukas

After a crazy Intersolar in Munich which welcomed more than 120,000 visitors, the pace of Solar deployment in Europe is going exponentially.Gerard and...

139. The ESG label is outdated. What now? - Jul24

01 Jul 2024

Contributed by Lukas

Glencore’s CEO Gary Nagle has once described ESG as “some person in the basement in office number 27 engaged in a box-ticking exercise.” And a l...

138. The Energy Institute’s Statistical Review of World Energy

24 Jun 2024

Contributed by Lukas

We bring in Nick Wayth, CEO of Energy Institute (EI), for the release of the 73rd Edition of the Statistical Review of World Energy. The Energy Instit...

137. Subsea interconnectors: new horizons - Jun24

17 Jun 2024

Contributed by Lukas

UK is at the nexus of the subsea interconnector’s new economy. Great Britain is connected to Continental Europe by 8 interconnectors representing up...

136. Special Eurelectric with PPC’s CEO Georgios Stassis

10 Jun 2024

Contributed by Lukas

Laurent interviews Georgios Stassis, PPC’S CEO, during Eurelectric Power Summit 24.PPC, the Greek Utility, is a remarkable turnaround story: from a ...

135. 2024: A pivotal year for the Energy Transition in China - Jun24

03 Jun 2024

Contributed by Lukas

In April, we did Ep129 Minutes about China and announced the interview with a real expert. Here it is. With David Fishman, an American based in Shangh...

134. EcoSummit Preview

27 May 2024

Contributed by Lukas

Last week, Laurent was in Athens for the spectacular Eurelectric Summit (we will talk more about it in 2 weeks’ time, with a special Episode) meanwh...

133. AI, Datacenters and Energy - May24

20 May 2024

Contributed by Lukas

"McKinsey, BCG and S&P Global Commodity Insights project electricity demand tied to data centers to increase at a CAGR of 15% through 2030." “Bo...

132. Ember’s Global Electricity Review 2024

13 May 2024

Contributed by Lukas

We bring in the star of the week, Ember’s Dave Jones, to discuss the Global Electricity Review 2024, published last week.Main take aways (thank you ...

131. The future of distribution grids - May24

06 May 2024

Contributed by Lukas

Distribution grids are facing new challenges. On the one hand, they experience a growth of local demand, with EV charging, heat pumps and datacenters....

130. EVs: Has Tesla lost its Mojo?

29 Apr 2024

Contributed by Lukas

We hear conflicting messages regarding the status of the EV market. On the bright side, IEA predicts 17mEV to be sold this year, EV and Hybrids reach ...

129. Should the West fear or emulate China?

22 Apr 2024

Contributed by Lukas

Laurent and Gerard have a rapid overview of what’s going on regarding the Energy Transition in China and its political implication in the West.Recor...

128. Tracking and Trading Green Electrons 24/7 - Apr24

15 Apr 2024

Contributed by Lukas

What is the value of green electrons? Hard to say. Depends where, depends when. What is sure is that, in view of recent regulations and corporate comm...

127. Live from Berlin – “Are Renewables still an Infrastructure Play” with Markus Wandt, CIO Aquila Capital

08 Apr 2024

Contributed by Lukas

This week, Gerard and Laurent have been invited to a private event organized by Aquila Capital in March 2024, during the Global Infrastructure Confere...

126. Grid-Enhancing Technologies - Apr24

01 Apr 2024

Contributed by Lukas

The main hindrance to the development of renewables is the connection queue. Basically, grid operators tell developers “Sorry guys, we’re full”....