Redefining Energy By cover art

Redefining Energy

By: Laurent Segalen and Gerard Reid
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  • Summary

  • 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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Episodes
  • 130. Minutes: EVS. Has Tesla lost its Mojo?

    130. Minutes: EVS. Has Tesla lost its Mojo?
    Apr 29 2024
    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 50% market share in China for Q1, more than 500 EV models are currently on the market. On the dark side, Tesla and BYD deliveries were down in Q1_24, Tesla revenues were down 9% compared to Q1_23 and the price war has cut the EPS in 2.

    Has Tesla lost its mojo or will Elon refocus and reboot. Lots of announcements, but also a 10% cut in the workforce, and a depressed share price. Meanwhile the “Oil Street Journal” and other publications have been repeating ad nauseum (but falsely) that the EV Story is over.

    In fact, EV sales in Q1 2024 were 21% higher than Q1 2023. China led the way with at 31% growth with the US and Canada at 13%, and EU and EFTA trailing behind at a 7%. Removal of the BEV subsidies in Germany showing their full impact there.

    There are also a lot of questions about protectionism, as Elon Musk just declared that “Chinese automakers would "demolish" most of the world's other car companies if there were no trade barriers. Our observation is generally that the Chinese car companies are the most competitive car companies in the world,"

    To discuss this and the future of the EV market, Laurent brought James Carter. James is a friend of the show and one of the top Auto experts in the world based in Toronto, Canada.

    And Gerard will be back with us next week. He was simply too busy successfully selling our German Rooftop Solar company Febesol to Thermondo. But that is a story for another day.

    The pod has just been named number 1 Energy Transition show. Thank you, guys. We love you all.

    --------

    PS: when referring to our friend Roger Atkins, Laurent said “Shanghai Auto Show”. Oooops its was Beijing Auto China from which he brings back wondrous stories, including a meeting with the legend Robin Zheng, CATL founder.
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    12 mins
  • 129. Minutes: Should the West fear or emulate China?

    129. Minutes: Should the West fear or emulate China?
    Apr 22 2024
    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.
    Record production of this, record production of that, overcapacity everywhere…
    We babble a lot, rant a bit, and conclude that we need to invite a real expert on the show.
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    10 mins
  • 128. Tracking and Trading Green Electrons 24/7 - Apr24

    128. Tracking and Trading Green Electrons 24/7 - Apr24
    Apr 15 2024
    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 commitments, they must be tracked.

    From an annual basis, we are now moving to an hourly basis, under the thrust of corporate initiatives like the GhGProtocol, RE-100 and EnergyTag. Behind this movement, BigTech such as Microsoft and Google see a need to track those green electrons as their energy consumption is on the way up… and it has to 24/7.

    Enter new innovative digital companies that are providing those complex and data-hungry services. Some platforms go even further, proposing to trade the green attributes of electrons. Renewabl is one of them.

    Lead by the charismatic JP Cerda, Renewabl is one of the most advanced of those startups. The company is the recent winner of the "2024 Energy Tech Challengers Award" in the FinTech category

    JP Cerda has a long history of trading green commodities, first at Shell and Orsted. Then a few years ago he managed to create Zeigo, the premier PPA auction platforms which he then successfully sold in 2022 to Schneider Electric. JP and his team really know what they are doing when it comes to designing and developing leading edge digital market places in the green sector.

    We thank Amundi for supporting our show

    Disclosure: Laurent is an investor in Renewabl

    A good article on the GoO market
    https://auroraer.com/media/guarantees-of-origin-market-set-for-growth-trajectory-projected-to-reach-3-7-bn-e-by-2030/
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    32 mins
Economics
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