Redefining Energy - Minutes: Recent Episodes
Laurent Segalen + Gerard Reid
Weekly, Laurent Segalen and Gerard Reid, co-hosts of the Redefining Energy podcast, discuss the main news in the Energy Transition
Final Episode on the Redefining Energy MINUTES channel.
We are moving to the main channel in 2024 (That’s why we also publish this Episode on the main channel.)
Here are the Redefining Energy Awards for 2023:
Company of the Year - BYD
* Start Up of the Year - PV Case
* Deal of the Year – Tesla and NACS
* Trade of the Year – Short Gas TTF
* Scandal of the Year – Venture Global and the 200 LNG cargoes heist
* Person of the Year – Jigar Shah
* Stupidest Quote of the Year - Kim Kardashian
* LINK TO THAT COMMERCIAL https://youtu.be/9EASYmElZuU?si=ygpWeT5FeUsQ0e26
* Book of the Year:* How Big things get done – Bent Flyvbjerg & Dan Gardner
Happy New Year to all our Listeners.
Thank you for your unwavering confidence! And we will see you again on the 2nd of January 2024 for our famous Predictions 2024!
Every Sunday, Laurent and Gerard discuss last week’s news in the Energy Transition.
On the menu:
* Number of the week: 1 million EV produced in China in November
* COP 28: great success or “nothingburger”?
* Lithium crash (-80% YTD)
* EDF alone to finance the UK nuclear plant Hinkley Point C
* Masdar scoopers prized offshore wind farm assets in the North Sea
And our short list for “Book of the Year”, winner to be revealed for Boxing Day
* Monetising Energy Storage (Oliver Schmidt)
* Material World (Ed Conway)
* The Edge (Jonathan Maxwell)
* How Big Things Get Done (Bent Flyvberg)
This Sunday, a Special Episode.
We are going live to COP28 in Dubai.
Our special guest is Bruce Douglas, CEO Global Renewable Alliance, who is spearheading the effort around the key message “Double down, Triple Up” or how we will decarbonise by tripling renewables by the end of the decade.
Bruce tells us how it is on the ground, how he is having the busiest week of his life, and how the positive message is now being relayed by hundreds of Heads of State and key business decision makers.
"COP28 text finally agreed - this is HUGE! Massive gratitude to everyone who made this possible 🙏 - proudest moment of my career so far... 😍
“The inclusion of tripling renewables in the final COP28 text is unprecedented and signals the start of a massive clean energy revolution. It is the first time all nations have recognised renewable energy as the main solution to the climate crisis, representing a paradigm shift in the energy transition."
Every Sunday, Gerard and Laurent debrief last week’s news in the Energy Transition. On the menu this week:
* COP28 is on
* Largest solar plant in the world – 2GW Abu Dhabi
* Mega deals (Lightsourcebp, Statkraft)
* Collapses of Enviva and EU refineries
* Sodium batteries – Northvolt. BYD -
* Brookfield new fund 28bnUSD
* Our friends successfully raise capital: BMI, Modo, Xlinks
Listen to Jenny Chase on Volts – all you ever wanted to know about Solar
https://podcasts.apple.com/gb/podcast/switched-on/id1469286286?i=1000635780346
Every Sunday, Gerard and Laurent debrief last week’s news in the Energy Transition.
On the menu this week, a special episode on EVs, a sector which is reaching a turning point this year.
- Global trends (Market +34% ytd) reaching 14m EV in 2023 (16% market share)
- Winners (Tesla, BYD) and losers (Start Ups and legacy makers)
- Technological innovations bringing cheaper EVs
- Sales of global ICE passenger vehicles are down 20% from their 2017 peak! ICE sales plunged from 86m in 2017 to 69m in 2022.
Every Sunday, Gerard and Laurent debrief last week’s news in the Energy Transition.
On the menu (a long episode this week):
* Transatlantic dispute on LNG pricing: 18bnUSD
* Government interventions: France, Germany, EU, UK with different outcomes
* Bankrupt mega-windfarm in Sweden (owned by China Nuclear Co)
* Does ESG still matter? Glencore and Coal, Totalenergies and CCGTs
* Funds in frontier energy investments: Foresight in Geothermal, Macquarie in SAF
* Weather predictions improved by AI.
Every Sunday, Gerard and Laurent debrief last week’s news in the Energy Transition.
On the menu:
* Final implosion for SMR and Fuel Cells: NuScale and Plug Power are on their way to oblivion
* Lithium and Hydrogen corruption cases bring down the Portuguese PM
* EQT invests in a 16 GW pipeline of batteries, and that’s the good news of the week
Every Sunday, Gerard and Laurent debrief last week’s news in the Energy Transition.
On the menu: ·
* The Solar boom is unbelievable: 22GW shipped by Jinko in Q3
* Orsted crash and the US Offshore Wind Industry debacle
* Tesla sells superchargers to BP
* The wonderful X thread by Jenny Chase on Solar
https://x.com/solar_chase/status/1718296264981270840?s=20
Every Sunday, Gerard and Laurent debrief last week’s news in the Energy Transition.
On the menu:
* Siemens Energy bailed out
* RESource, annual conference on PPAs, beats all records
* Chevron acquires Hess. Rockefeller is immortal
* Offshore Wind activity
* NuScale SMR SPAC hits an Iceberg
* Michael Liebreich's Hydrogen Ladder v5
Every Sunday, Gerard and Laurent debrief last week’s news in the Energy Transition.
On the menu:
* Number of the week: 3
* Solar and Storage are booming at Birmingham show.
* Huge inventories of Solar panels
* VinFast: Pump and dump EV SPAC
* Tesla’s Q3 results and their success in EV charging
* Plus Power: Mega Battery investment in Texas
* RE-Source Amsterdam: number 1 conference for Green PPAs
Every Sunday, Gerard and Laurent debrief last week’s news in the Energy Transition.
On the menu:
– Mega Oil deal ExxonMobil acquires Pioneer for 60bnUSD
– New EU Renewables directive (targets, SAF, Green Hydrogen)
– Doggerbank 3.6GW offshore wind energized
– Poland first offshore wind FID
– Geopolitics weighs heavy on the gas markets (Ukraine, Israel, Estonia)
– Trove Research acquired by MSCI
– MyEnergi does a great round with Energy Impact Partners
Every Sunday, Gerard and Laurent debrief last week’s news in the Energy Transition. On the menu:
– Gerard at the World Economic Forum talks grid reorganisation and financing
– Big capital operations (Brookfield, Quinbrook, Partners Group)
– BYD on the heels of Tesla while GM sacks its CTO after a month
– Norway goes 93% EV in September
– Not sure if Carbon Border Adjustment Mechanism (CBAM) will be effective but bureaucracy certainly strives. CBAM: Corporate Bureaucracy At Maximum
Every Sunday, Laurent and Gerard debrief last week’s news in the Energy Transition. This week on the menu:
* Laurent celebrates developers at the British Energy Storage Awards Ceremony (winners: Zenobe, Fluence, Habitat, Gore Street);
* Great Energy start-ups keep on raising money (1komma5, Pexapark, Accure, Skoon, Electrons, Renewabl);
* Tesla Semi is obliterating Hydrogen trucks while H2 filling stations in Denmark and California are running dry;
* Huge battery investments (Cathodes in Morocco, Northvolt in Quebec)
Every Sunday, Gerard and Laurent discuss the latest news in the Energy Transition. This week on the menu:
* Gerard goes to RE+ Las Vegas and gets hacked
* While solar and batteries thrive, wind cries (our London conference)
* There is always something happening at BP and Shell. To summarise: ESG no – Oil yes
* Will subsidies save the legacy automakers?
* Australia runs 70% on renewables (Sept 20)
Every Sunday, Laurent and Gerard discuss the #energytransition news.
This week, we pause to look at the new normal in the Energy Infrastructure Investment landscape.
* High interest rates are harming the infrastructure investment case through a double whammy: higher cost of debt and higher shareholders’ expectation in terms of ROI.
* Still, the sector is consolidating, and large Asset Managers are gobbling up smaller ones.
We also make a deep dive on the EV charging space. And in the US, Tesla has obliterated the competition and is building for itself a very lucrative monopoly by owning the sole standard.
Every Sunday, Gerard and Laurent discuss last week’s news in the Energy Transition (sorry poor audio, we recorded at the last minute).
On the Menu:
* Chinese overinvestment in batteries and solar is triggering price collapses, forcing OECD manufacturers to adapt or die.
* Live from Munich auto-show with Roger Atkins
* Lucid CEO is very well paid.
* Flurry of M&A activity in the Lithium mining sector (curtesy of Joe Lowry)
* Green Steel takes off.
Every Sunday, Gerard and Laurent revisit last week's news in the Energy Transition.
On the Menu:
* Wind: The Bad, the Bad and the Ugly. Orsted, Siemens…
* Octopus takes on millions of Shell customers in UK and Germany
* Battery recycling gets another boost – Redwood Materials
* BYD makes a major acquisition in Power Electronics: Jabil
* Australian Pumped Hydro now more expensive than Nuclear. The debacle of Snowy 2
Every Sunday, Gerard and Laurent discuss the main news of the Energy Transition. On the menu:
* The dramatic effects of Climate Change and its direct economic impacts, from Canada to the US to China to Panama
* Weird commodities markets. The time of volatility
* Northvolt superstar, but too many Gigafactories in the pipeline
Every Sunday, Laurent and Gerard debrief the main news in the Energy Transition. On the menu:
- Inflation Reduction Act celebrates its first anniversary. Glass 60% full
- Direct Air Capture has the best lobbyists, but is dreadful (see below for additional material)
- CATL leaps ahead - 400km charge in 10mns!!!!
- EV SPACs. Not a great track record.
- From Russia with love: Uranium, caviar and vodka. Which of these 3 is not sanctioned?
Excellent papers on Direct Air Capture:
Michael Barnard: https://cleantechnica.com/2023/08/16/carbon-engineering-was-always-a-figleaf-for-fossil-fuel-industry-now-its-owned-outright-by-them/
Paul Martin: Why Direct Air Capture Sucks (and not in a good way!)
https://www.linkedin.com/pulse/why-direct-air-capture-sucks-good-way-paul-martin
Even during the Summer, Laurent and Gerard manage to convene once a week to discuss the latest Energy Transition news. On the menu:
- Why is Nuclear 4x more expensive in the US than China?
- Proterra vs BYD, the tale of 2 electric buses companies
- Lucid doomed while Rivian might survive
- Hydrogen trains: “Nein danke”
- Electrifying the Yangtze river
Every Sunday, Laurent and Gerard debrief news on the Energy Transition.
This week, a quick Summer Special on Sustainable Aviation with an excerpt from an interview of David Calhoun, CEO Boeing (on the Check6 podcast) and our comments on SAF and Electrification.
Every Sunday, Laurent and Gerard debrief last week's news on the Energy Transition. On the menu:
- A “George Mitchell” moment in geothermal: Fervo
- Germany between Hydrogen dreams and congestion costs
- Totalenergies acquires Eren
- Enel goes back to networks
- Big changes in EV China for the international OEMs
- Progress in Africa (grid, solar)
- ICVCM issues Carbon rules
Gerard is back. With Laurent, they weekly debrief the news in the Energy Transition. On the menu:
- David vs Goliath – Epilogue: We are apparently “woke”
- Government interventions in the Energy Sector (Poland, France, UK)
- It’s the summer of interconnectors
- BigOil dilemma: electrons or molecules?
- Tesla is invincible
- Cruel summer. Water is gold
Gerard couldn't make it for this episode, so Michael Barnard took over. On the menu:
- International Maritime Organisation goes green
- David wins against Goliath in the Hydrogen village
- Hydrogen in mining: No thanks
- Still ThyssenKrupp successfully offloads its electrolyzer business
- Nuclear SPAC
- Saudi Aramco is now ESG compliant
Every Sunday, Gerard and Laurent debrief last week's news in the Energy Transition. A lot of ranting this week. On the menu:
-“It so hot in July” and the laws of unintended consequences with the desulphurisation of Maritime fuels
-Heads are rolling at Shell and the new CEO’s short-term strategy will backfire soon, predicts Gerard
-Tesla and BYD are obliterating the competition.
- VW is struggling
Every Sunday, Gerard and Laurent debrief last week's news in the Energy Transition. On the menu
- Gerard charges his car and becomes a power trader
- Successful seed round for Europe most promising Climatech start-up: Renewabl - https://www.renewabl.com/
- Energy Institute publishes bp statistical review 72nd Edition - https://www.energyinst.org/statistical-review
- Wind in crisis at Siemens
- ESG lambasted by Glencore
- RIP Pr. Goodenough
Every Sunday, Gerard and Laurent debrief last week's news in the Energy Transition. On the menu:
- Superb conference by Eurelectric with our interview of Leo Birnbaum, CEO E.ON
- Massive battery investments (RWE, AES, Neoen)
- Infrastructure funds are deploying capital (Brookfield, Blackstone)
- EU regulates ESG while the CFTC goes after phony carbon
- Insane temperatures (China, Canada, Texas)
- Jigar Shah superstar
Every Sunday, Laurent and Gerard debrief last week's news. This week, Gerard is in his car, back from Intersolar in Munich. On the menu:
- Crazy activity at Intersolar with 85,000 visitors. Chinese dominate solar, batteries, EVs
- Shell goes back to black
- Gas markets all over the place
- Infrastructure funds and VC fundraising down but the scene is still active
- Great Series A for our friend Alex “Magnesium” Grant
Every Sunday, Laurent and Gerard debrief last week news in the Energy Transition. On the menu:
- The coming week, 3 great events: Intersolar Munich, Berlin EcoSummit… and the Episode 100 of the main show
- Sale of EBuses in Europe overtake Diesel
- Suncable resuscitated by Quinbrook
- MKopa, African solar success story
- Platts tracks Green Hydrogen
Every Sunday, Gerard and Laurent debriefs last week in the Energy Transition:
On the menu:
- Energy prices meltdown in Europe: negative prices and coal is shipped back to Africa
- IEA is (finally) bullish renewables
- Denmark huge offshore wind plan (but China is even bigger)
- In the EV race, Tesla wins again, Ford capitulates. The Japanese are out lunch.
- We partner with UK Solar Summit
The UK Solar Summit takes place on 27 & 28 June in London and listeners can save 15% off their tickets by using the code Redefining15. You will hear from the Minister of State for DESNZ, Ofgem, National Grid ESO, EDF, SSE, RWE, Sonnedix and more.
Summit description: https://uss.solarenergyevents.com/
Get your discounted ticket here: https://na.eventscloud.com/uksolarsummit?discountcode=REDEFINING15
Every Sunday, Gerard and Laurent debrief the week in the Energy Transition. On the menu:
- Gerard and Laurent at EWorld Essen (Germany)
- Meanwhile gigantic Solar Show in Shanghai, and the numbers are mind blowing
- EVs from China are conquering the world
- Tesla Y best selling car worldwide. Aston Martin. Rimac Nevara- Laurent has a great diner with Michael Liebreich and Michael Barnard
Every Sunday, Gerard and Laurent revisit the main news of the Energy Transition. This week:
- TTF gas prices collapse while Renewables beat records everywhere
- Patrick Graichen, martyr of the Energy Transition
- Tesla is obliterating the competition. Some will not survive.
- Join Laurent at Renewable Revenue Summit London
Happening in London on the 6th and 7th of June 2023, Renewable Energy Revenues Summit addresses how renewable energy generators can optimise trading, power purchase agreements and merchant offtake.
Contact Moses Makin from Solar Media
https://www.renewablerevenue.co.uk/
Every Sunday, Gerard and Laurent debrief last week's news in the Energy Transition.
This week, 2 rants and 2 good news:
- Gerard rants about German Energy subsidies
- Laurent rants about Turkmenistan spewing methane. What is COP doing?
- 10bnUSD merger in the Lithium mining Industry
- Successful Irish 3GW offshore wind auction
Every Sunday, Gerard and Laurent debrief last week news in the Energy Transition.
On the menu:
- Laurent behind enemy lines at Flame (LNG conference)
- China EV sales are obliterating legacy foreign automakers
- 8-hour storage: RWE sets a record in Australia
- Lithium control: Chile vs Australia + has the price finally reach its bottom?
- Tesla Superchargers
- Avaada Brookfields - 1bnUSD investment (India)
Every Sunday, Gerard and Laurent discuss the latest news in the Energy Transition. On the menu:
- Germany ban boilers and Carrier acquires Viessmann
- EU votes on SAF to green aviation
- Tesla Energy Storage, the new giant
- Duck Curve in California becomes a Canyon
- Gerard and Laurent in Stanford (thank you Jeff!)
Every Sunday, Laurent and Gerard debrief last week's news in the Energy Transition. This week, we bring our friend Michael Barnard who is lauching Redefining Energy Tech (the familiy grows).
This week on the menu:
- Deadly heatwaves in Asia.
- CATL dominates the battery universe
- Fit for 55 voted in the EU Parliament
- US government picks winners and loser in the EV industry
- RE TECH program
On Sunday, Laurent and Gerard discuss last week's news in the Energy Transition:
This week:
- Welcome to our new show: Redefining TECH
- Germany closes last 3 nukes
- Reports: Ember up, Lazard down
- EU Utilities leave Latin America
- Mega wind farm Laos-Vietnam
- Goodbye Mr. Starace
Reports:
Ember Climate: https://ember-climate.org/insights/research/global-electricity-review-2023/
Lazard LCOE: https://www.lazard.com/media/typdgxmm/lazards-lcoeplus-april-2023.pdf
Redefining Energy TECH is available here:
Applepodcast: https://podcasts.apple.com/gb/podcast/redefining-energy-tech/id1675126007
Spotify: https://open.spotify.com/show/5wwTdK7Tm2LOCgIXbxF7Zc
Happy Easter
Every Sunday, Gerard and Laurent debate last week's news in the Energy Transition:
- Germany vs UK Net Zero policies: “You Can Go your Own Way”
- New Carbon Standards will be integrity to the fledgling market
- Solar: prices are down, volumes are up
- First nuclear plant energized in the US in 30 years (Vogtle 3)
Every Sunday, Gerard and Laurent debrief last week's news in the Energy Transition.
On the menu:
- Mining, despite being critical for the Energy Transition, has an HR problem
- Finally, some investments in transmission (Terna, Grid United)
- The success of Germany’s home batteries (+60% yoy)
- In the US, Renewables overtake coal and nuke
Every Sunday, Gerard and Laurent revisit last week's news in the Energy Transition:
On the menu:
- Gerard and Laurent share their takeaways after the spectacular Berlin Infrastructure Conference
- Big numbers at Aramco and VW
- Interesting deals: Brookfield, JERA
- Chinese Wind Turbines in Europe
Pics from the Berlin Conference:
https://www.splento.com/peimedia/Mk8i6
A Special Episode: Excerpts from Tesla Master Plan 3 (Investor Day 1st March 2023)
5 actions for a Sustainable Earth
1) Renewables and Batteries
2) Electric Transportation
3) Electric Heating
4) Hydrogen
5) Sustainable Fuels
Check the video
https://www.youtube.com/watch?v=eIQ20RvhUhg
Every Sunday, Laurent and Gerard debate last's week news in the Energy Transition
On the menu:
- CERAWeek. Oil is quiet on the Western Front
- Headwinds for Offshore Wind
- More EU plans and reforms (but some common sense)
- CATL flying, Rivian sinking
- Energy Traders are having the time of their lives
Every Sunday, Laurent and Gerard discuss last week's news in the Energy Transition. On the menu:
- Tesla masterful Master Plan 3 – Wow!!!!
- CATL starts a price war on Lithium
- Gore Street goes west
- Energy Institute takes over BP Statistical Review
-UK greenlights seven new interconnectors
-The Hydrogen War
Sources:
Tesla: https://www.youtube.com/watch?v=eIQ20RvhUhg&feature=youtu.be
Energy Institute: https://www.energyinst.org/exploring-energy/statistical-review
Hydrogen War: https://www.hydrogeninsight.com/policy/exclusive-hundreds-of-residents-vent-anger-over-entirely-pointless-hydrogen-heating-trial-during-hostile-public-meeting/2-1-1411845
Each Sunday, Gerard and Laurent review last week's news in the Energy Transition.
On the menu:
-Biggest Energy Storage Conference: power to the young generation and MODO
-Ukraine war one year on, key lessons
-EDF stays discreet after historic losses
-Carbon at 100EUR/t
Every Sunday, Gerard and Laurent debrief the Energy Transition news.
On the menu:
- What is green Hydrogen according to EU law?
- Nat Bullard’s brilliant report
- China overtakes Germany in car export
- Fossil fuel subsidies
- Brookfield, Enlight, Otovo, Tikehau, Goldman Sachs
- Exxon and Algae
Link to Nat Bullard's report on the Energy Transition
https://www.nathanielbullard.com/presentations
Every Sunday, Gerard and Laurent debrief the news in the Energy Transition.
On the menu for this 1 year anniversary of the show:
-From Russia with Oil
-BigOil and the Energy Transition
-Enel top of the league
-Who blew up the Nordstream pipeline?
-News about Nextracker, CATL, Redwood, Adani
This week, Laurent and Gerard were in vacation. So rather than the news, they had a mini debate on three hot topics:
- Gerard goes on an epic rant on ESG. E yes, SG regulate, and please split them
- The Inflation Reduction Act brings huge industrial dividends to the US
- Tesla’s Jiu Jitsu move: the EV price war
Gerard and Laurent debrief last week's news in the Energy Transition
This week:
-Save the French baguette
-Security trumps bureaucracy: Germany frees itself from Russian gas
-Eskom’s basket case
-Blackout in Pakistan
Every Sunday, Gerard and Laiurent debried last week's news in the Energy Transition.
This week (not live from Davos):
- Pennies on the dollar (Volta, Arcimoto, Britishvolt)
- Gerard impressed by Shell
- Mega solar deal in Qatar
- Agrisolar is booming
Every Sunday, Gerard and Laurent debrief last week's news in the Energy Transition.
This week:
- The answers is blowing in the wind
- Gigantic turbines in China
- Crazy batteries plans
- Hydrogen pipe dreams
- SunCable collapses
- French success in Australia (and it is not submarines)
Evey Sunday, Laurent and Gerard discuss the news in the Energy Transition. This week:
- Solar and Gas prices crater
- Germany survives 2022 with the Energiewende on steroids
- Crazy number of deals closed at the end of 2022
- Best performing commodity of the year will surprise you
Gerard and Laurent present their review of 2022 (2/2)
- Incredible IRA
- Power to the people
- China’s leadership
- Schadenfreude for meltdowns (ESG, Crypto, SPACs)
- Book of the Year: VOLT RUSH
Gerard and Laurent present their review of 2022 (1/2)
- Year of volatility
- Year of winners and losers
- Year of sanctions
- Year of government interventions
Second part next week
Every Sunday, Gerard and Laurent discuss the recent events in the Energy Transition
- A new Coal mine in the UK
- Lots of M&A in Australia
- First floating offshore wind auction in California
- In Europe, the wind industry is becoming the whinging industry
- New lithium mine in Brazil
- Amber alert in Ireland’s data centers
Every Sunday, Laurent and Gerard discuss the Energy Transition:
- A Dunkelflaute and its consequences
- Price caps?
- EU reacts to the US Inflation Reduction Act. Airbus of the Energy Transition or flight to Quebec?
- Biogas is the hottest sector
Every Sunday, Gerard and Laurent discuss last week's news in the #energytransition. This week:
- The financing of investment in the Energy Stationary Storage is simply exceptional (US, UK, Australia, India)
- It’s “Game Over” for coal in Australia
- Price of Green Certificates goes ballistic
Each Sunday, Gerard and Laurent discuss last week's news in the Energy Transition. On the menu:
- COP27: the Good, the Bad and the Ugly
- The Rimac Nevera breaks speed records
- The downfall of FTX and Crypto is good for the Planet
Each Sunday, Laurent and Gerard debrief last week's news in the Energy transition:
- Good news from France (renewables payback, solar parking lots)
- Bad news from France (Nuclear, as always)
- Winners and losers of the Energy Transition
- COP27 first week round up
Gerard and Laurent debrief last week's news in the Energy Transition
- Poland goes Nuclear (and Central Europe will follow)
- What is BigOil doing with its cash?
- Huge investments in Biomethane
- “Are you going to COP?”
Every Sunday, Gerard and Laurent review last week's news:
- Are we back to normality?
- Equinor’s quarterly are higher than Exxon’s and Gerard is not happy.
- A new offshore wind farm in China, bigger than the North Sea. Wow
- And Tesla’s results never cease to marvel us
Every Sunday, Gerard and Laurent discuss last week news in the Energy Transition. On the menu:
- Gas and Solar replace failing Nuclear this Summer
- Laurent meets fans in Birmingham’s Solar & Storage show. Boom time everywhere!
- The Democratic People’s Republic of Brussels wants to abolish energy markets
- BP invests big in renewable gas
Every Sunday, Gerard and Laurent debrief last week news in the Energy Transition. On the menu:
- Laurent behind enemy lines at the World Hydrogen Congress
- Energy markets down and volatile. The worst is over
- Deal of the week: Gemini Quinbrook. 1.4GWh Solar Storage Nevada
- Westinghouse sold by Brookfields to Brookfields
Every Sunday, Gerard and Laurent discuss the main news in the Energy Transition. This week:
- Energy markets continue to be upside down
- RWE 7bnUSD US acquisition of ConEd renewables is the deal of the year
- Super innovations in the storage sector (Form Energy, Vanadium flows)
- World Nuclear Industry Report Status is out
https://www.worldnuclearreport.org/World-Nuclear-Industry-Status-Report-2022-870.html
Every Sunday, Laurent and Gerard revisit last week's news in the Energy Transition. This week:
- Gerard’s 6 rules:
1. Re-Wire / 2. Re-Source / 3. Re-Industrialize / 4. Re-Invest 5. Re-Regulate / 6. Re-Design
- Meanwhile Belgium closes a perfectly operational N-plant
- Coal is more expensive than Oil
Every Sunday Gerard and Laurent debrief last week's news in the Energy Transition
This week
- During the crisis, the Energy transition sails on. Great deals by Partners Group, Terra-Gen and KKR
- Gerard buys wood, and calls the Peak Gas
- US Republican Senators vote an International Environmental Treaty!
Every Sunday, Gerard and Laurent discuss last week's news in the Energy Transition. This week
- Germany takes over Rosneft
- “The merge” or how crypto got green
- Hats off to Patagonia
- LightsourceBP number 1 solar developer
- Gerard, please stop talking about French Nuke
Each Sunday, Laurent and Gerard debrief last week's news in the Energy Transition. On the menu:
- RIP QE2
- Lehman Moments in the European Energy sector
- Solar saves the day
- Massive Hydro projects in Indonesia financed by China
Each Sunday, Gerard and Laurent debrief last week's news in the #energytransition
- Gerard writes a lot about the European Energy Crisis… and nothing is simple
- Hornsea2, the largest offshore wind farm in the world, starts operation.
- Solar breaks new records… and IEA got it SO wrong
- Poor Pakistan and Sichuan, victims of climate change
https://www.linkedin.com/posts/gerard-reid-62164b9_electricity-energy-gas-activity-6969542433374101505-bHsK?utm_source=share&utm_medium=member_desktop
https://www.linkedin.com/posts/gerard-reid-62164b9_energycrisis-europe-european-activity-6971343131434721280-cgin?utm_source=share&utm_medium=member_desktop
Every Sunday, Gerard and Laurent discuss last week's news in the Energy Transition.
On the menu (and its is gigantic rant)
- European Energy is in melt up, but Olaf and Justin are losing precious time signing BS non-binding Hydrogen agreements
- NATO should take over the European Energy system
- Can nuclear be fixed?
- Fortunately, Solar keeps growing everywhere
Every Sunday, Gerard and Laurent discuss last week's news in the Energy Transition.
On the menu:
- Total dislocation of the European Energy markets (but capitulation is not an option)
- Hungary is the promised land for Gigafactories in Europe
- Bill Gates’ nuclear dreams
Reference:
https://twitter.com/MegaWattXinfo/status/1560584007674257414?s=20&t=zMaz_ChXTIX3pbzTB6VSSw
https://twitter.com/LionHirth/status/1560612090917752832?
https://twitter.com/ewesoff/status/1560353398444003328?s=20&t=zMaz_ChXTIX3pbzTB6VSSws=20&t=zMaz_ChXTIX3pbzTB6VSSw
Each Sunday, Gerard and Laurent discuss last week's main news in the Energy Transition. On the menu:
- Mother of all Climate law in the US, the Inflation Reduction Act: IRA = GDC (Global Distribution of Carrots).
- UK energy policy is rudderless; expect a popular revolt soon.
- Largest Solar Park in Europe energized (600MW).
Resources:
https://twitter.com/megawattxinfo/status/1556896127261229057?s=21&t=siOHu3x-A19xdOh7CP_dCA
https://www.power-technology.com/news/iberdrola-francisco-pizarro/
Each Sunday, Laurent and Gerard debrief last week's main news in the Energy Transition. On the menu:
- The four horsemen of the Apocalypse (gas, coal, nuclear, hydro) plague the European Grid
- Record profits for Big Oil
- New coal plant in Turkey, financed by China, running on Russian coal
- High integrity carbon principles (IC-VCM)
https://icvcm.org/
Check this great article on the sorry state of the French nuclear park
https://jeromeaparis.substack.com/p/edfs-woes-are-a-bigger-long-term
Each Sunday, Laurent and Gerard debate the last news in the Energy Transition. On the menu:
- Tesla still walking on water
- Consolidation in the EV Battery sector
- The impossible reform of power markets: UK has a go at it, and Gerard has a strong opinion on the subject
Each Sunday, Gerard and Laurent review last week's news in the Energy Transition. On the menu:
- Blistering heatwaves causes havoc in strained energy systems
- A stupid gas proposal by the EU commission because Brussels is flying blind
- UK Offshore Wind load factor is higher than French nuclear
- Congrats to Zeigo/Schneider #1PPA platform
Gerard and Laurent weekly talk about the Energy Transition. On the menu:
- Gas in the EU taxonomy is a disgrace
- Heated debate on Hydrogen
LINK: https://www.youtube.com/watch?v=cFCxZFFElmQ
- Incredible LNG expansion in Qatar
- Daikin invests big in heat pumps
- Staggering growth of EV sales in China
Each week, Gerard and Laurent talk about the Energy Transition
On the menu:
- 100th podcast!!!
- The week when the shorts came home to roost. Short power, EDF is nationalised in France and short gas, Uniper is bailed out in Germany
- Meanwhile, in the UK, 11GW of renewables benefited from a CFD auction below 50GBP/MWh. Big winner: offshore wind.
Each Sunday, Gerard and Laurent discuss last week's main news during the Energy Transition. On the menu:
- Uniper goes bankrupt
- BP Statistical Review is out, with very interesting information
- New 900MW Pumped Hydro plant in Switzerland
- Record raise for Brookfield
Every Sunday, Gerard Reid and Laurent Segalen review the main events of last week in the Energy Transition. On the menu:
- Germany prepares for gas rationing…
…while the global coal market is in turmoil and coal mines are spewing methane
- Winners and losers of the energy crisis meet at Conferences
- Heat Pumps are growing much faster than the most optimistic predictions
Every Sunday, Gerard Reid and Laurent Segalen review the main events of last week in the Energy Transition. On the menu:
- a special episode on Tesla
Every Sunday, Gerard Reid and Laurent Segalen review the main events of last week in the Energy Transition. On the menu:
- Stupid statement by Chevron’s CEO on rising fuel prices
- EU Commission goes communist
- Biden waives tariffs on solar
- Wind developments and curtailments
Gerard and Laurent talk weekly about their main take-aways in the Energy Transition news.
This week:
- Zoom vs ExxonMobil – ESG loses
- Home batteries in Germany
- The sun rises in Australia
- 14th Plan in China: all electrons
- Kudos to Rimac – luxury EV manufacturer
Gerard and Laurent talk weekly about their main take-aways in the Energy Transition news.
This week:
- Crazy expensive gasoline and diesel
- Windfall taxes and government interventions
- Siemens Energy pays a lot to buy out Siemens Gamesa’s minorities
- More interconnectors
Gerard and Laurent talk weekly about their main take-aways in the Energy Transition news.
This week:
- RePower Europe is really about Hydrogen
- ESG & Tesla: “Extra Stupid Garbage”
- EDF endless meltdown
- KKR 2bnUSD acquisition of Contour Global
Gerard and Laurent talk weekly about their main take-aways in the Energy Transition news.
This week:
-Gerard and Laurent go to Intersolar, Munich. Party!
- Russian gas trainwreck continues and the German government is on the hook
- The endless scandal of gas flaring
- Blackrock does a 180 on ESG
Gerard and Laurent talk weekly about their main take-aways in the Energy Transition news.
This week:
- Ocean of pains in the Wind industry
- Laurent bursts into Flame
- 1bnUSD donation to Stanford for climate
- Shell invests big in India's solar
- Russian Oil ban? What Russian Oil ban?
Gerard and Laurent talk weekly about their main take-aways in the Energy Transition news.
This week:
- Russia cuts gas to Poland and Bulgaria
- Amazon PPA program
- Financial close at 2USDbn solar+storage Gemini
- Record heatwave in India, Pakistan
Liz Truss, UK Foreign Minister speech 28/4/22
https://youtu.be/L4twtS4MpEw
“We recognise that growth from cheap gas and money syphoned from kleptocracies is growth built on sand. It’s not the same as real, sustained growth from higher productivity and greater innovation.”
Gerard and Laurent talk weekly about their main take-aways in the Energy Transition news.
This week:
- US NatGas goes through the roof (but still 4x cheaper than in Europe)
- US battery sector in hypergrowth mode
- Tesla’s margins. Wow!
- First curtailments for Solar in Spain
Gerard and Laurent talk weekly about their main take-aways in the Energy Transition news.
This week:
- China's staggering growth in renewables (and coal)
- Can India catch up with China?
- Germany new Energy plan: Georges Patton or Mike Tyson?
- Scarily low hydro levels
Gerard and Laurent talk weekly about their main take-aways in the Energy Transition news.
This week:
- Gerard goes to America and returns upbeat
- Portugal floating solar auction goes negative
- Mitsui deploys development capital around the world
- A major investment in Direct Air Capture
- GigaTexas opens. Tesla rules!
Gerard and Laurent talk weekly about their main take aways in the Energy Transition news.
This week:
- Oil/Metals – the Biden Administration brings a knife to a gunfight
- China suffers from high international Energy prices
- Ember Report on Global Electricity: beyond the headlines
- Orsted farms out 50% of Hornsea 2 offshore wind
Gerard and Laurent talk weekly about their main take aways in the Energy Transition news.
This week:
- Who runs US Energy exports? Joe Biden or Charif Souki?
- Opening of GigaBerlin
- UK wind farms are minting money for the taxpayer
- SEC unveils new Climate Disclosures
Gerard and Laurent talk weekly about their main take aways in the Energy Transition news.
This week
- Bail-out week for European Utilities
- Ukrainian Grid synchronizes with European Grid
- Much delayed Finland’s Nuclear plant starts
- Textron acquires Pipistrel (e-aviation)
Gerard and Laurent talk weekly about their main take aways in the Energy Transition news.
This week
- Energy market chaos continues, and Energy policies are improvised
- Nickel explodes
- Nukes extensions
- Macquarie expands
- Investments in solar digital platforms
Gerard and Laurent talk weekly about their main take aways in the Energy Transition news.
This week
- War in Ukraine creates unprecedented chaos on the Energy markets
- Not all western Energy companies have exited Russia
- Opening of Tesla Berlin
- Chevron invests in biofuels
- Apocalyptic floods in Australia
- Enercon hacked
- Who read the last IPCC report?
Gerard and Laurent talk weekly about their main take aways in the Energy Transition news.
This week
- Ukraine, Ukraine, Ukraine... but we have decided to do a special Episode on March 1st on the main show
Other news
- Successful US Offshore Wind auction
- Tesla incredible plans
- IEA report on methane
Gerard and Laurent talk weekly about their main take aways in the Energy Transition news.
This week
- Warm and Windy weather
- Ukraine and the weaponisation of Energy
- Australia early retirements of coal plants
Gerard and Laurent talk weekly about their main take aways in the Energy Transition news.
This week
- Big Oil boys are back in town
- The French nuclear debacle
Gerard and Laurent talk weekly about their main take aways in the Energy Transition news.
This week
- record carbon prices
- crisis in the wind industry