Redefining Energy Podcast Por Laurent Segalen and Gerard Reid arte de portada

Redefining Energy

Redefining Energy

De: 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 Economía
Episodios
  • 209. Deals, Scandals and other memorable moments of 2025

    209. Deals, Scandals and other memorable moments of 2025
    Dec 22 2025
    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 energy moments that shaped 2025.
    • Deals of the Year: The spectacular offshore wind meltdown in the US — Orsted’s year of pain — contrasted with the blazing global boom in battery deployment all over the world, up a staggering 50% year-on-year.
    • The AI & Datacenter Surge: An extraordinary rise… but how much of it is grounded in facts, and how much is built on faith?
    • Scandals & Disgraces: From the SMR pump-and-dump circus to Venture Global’s LNG “ghosts ships,” and of course the Tony Blair report debacle — 2025 delivered drama.
    • Innovations That Actually Mattered: V2G is born thanks to Octopus and BYD and ever larger LFP form factors are reshaping storage — real progress amid the noise.
    • Quotes of the Year: A remarkable harvest of sharp insights capturing the zeitgeist… and, inevitably, a mountain of nonsense worth calling out.
    To all our listeners: Merry Christmas, Happy New Year, and thank you for riding through 2025 with us.

    We’ll be back in early January with our Predictions episode — always a very popular one.
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    38 m
  • 208. AI vs. Energy: the cost of speed - dec25

    208. AI vs. Energy: the cost of speed - dec25
    Dec 15 2025
    Will artificial intelligence reshape the power grid, or will the inertia and complexity of today’s infrastructure slow progress—or even redefine how large language models, chips, and datacenters are designed and located?

    To meet the exponential rise in energy demand, parts of the industry have taken shortcuts—rapidly adding behind-the-meter capacity through open-cycle gas turbines - OCGT (such as the Titan 350 from Caterpillar) with little regard for environmental regulations. The mantra seems to be speed at any cost.

    Is the AI boom we are witnessing justified—or sustainable? From a technological standpoint, certainly yes: AI capability is roughly doubling every seven months. But from a financial perspective, it is harder to defend—given the sky-high valuations, credit fuelled growth and mounting losses at many of the sector’s biggest players.

    The bigger question is what all this means for the energy system itself. How will AI be powered? What will it do to the cost of energy and the shape of our infrastructure? Will it accelerate—or hinder—the energy transition?

    Hope is powerful—but it can also be blind. Between AI’s explosive growth and the traditional energy system’s entrenched realities, who will bear the cost?

    These are the questions Laurent and Gerard pose to Andrew Perry, Director of the Energy Transition and Environment business unit at Faculty.ai, where he leads AI-driven innovation in the energy sector. We have a heated debate, trying to honestly lay out the dilemmas in front of the industry.

    More insights in this excellent research by the FT
    https://ig.ft.com/ai-power/

    Today’s show is supported by the BMW Foundation Herbert Quandt. The BMW Foundation unites leaders from diverse sectors to develop solutions that foster an innovative economy and a future-proof society. A key focus is "Energy Transition & Climate Change," where the Foundation drives "International collaboration to accelerate the energy transition." With rising energy demands from AI and data centers, new partnerships, effective collaboration, and the exchange of science-based solutions and strategies are essential. That’s why the BMW Foundation supports this podcast and brings these discussions to global stages by hosting the Energy Security Hub at the Munich Security Conference 2026, streaming live February 12–14.
    Learn more at www.bmw-foundation.org
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    31 m
  • 207. E-Mobility and V-2-X - dec25

    207. E-Mobility and V-2-X - dec25
    Dec 8 2025
    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 Jonathan Gifford, they discuss about the future for the intersection of e-mobility and renewable energy.

    The conversation has been released as an Episode of “Powering Through” entitled The Resilience of Renewables. Participants take a closer look at the power of the e-mobility revolution, and what is needed to continue to push it forward. The uptake of e-mobility in Europe and China is discussed, along with the implications for energy storage and industry.

    Ultimately, the promise of a vast, mobile fleet of batteries is presented – offering a hopeful vision for emissions-free mobility and energy provision.

    Main topics:
    • What is the status of e-mobility adoption and implications for car makers
    • How EVs can interact with the grid and the promise for energy security
    • What Global EV-Battery Cooperation Might Look Like
    You can watch it on Youtube
    https://www.youtube.com/watch?app=desktop&v=M2qM58Vz9Rc
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    29 m
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