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
  • 152. Energy Transition – the Global Investment Guide

    152. Energy Transition – the Global Investment Guide
    Sep 30 2024
    Gerard is live on the Wisdom Tree Commodity Exchange podcast and delivers a masterclass on how to invest in the Energy Transition: Renewables, Equity, Innovation, Commodities.

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    Laurent will be keynote speaker at ReSource Amsterdam 24-25/10/24. Come say hello https://resource-platform.eu/events/re-source-2024-event/

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    We also salute the latest edition of Mycle Schneider World Nuclear Industry Status Report. Essential to understand what is going on in the Nuclear Industry beyond the headlines and the lobbying – More than 500 pages of data and facts.
    https://www.worldnuclearreport.org/World-Nuclear-Industry-Status-Report-2024
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    33 mins
  • 151. Peak Fossil Fuels - Sep24

    151. Peak Fossil Fuels - Sep24
    Sep 23 2024
    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 Energy system as well as the fight against Climate Change, we bring in a very respected expert and friend of the show: Kingsmill Bond, Energy Strategist at RMI. Kingsmill has been digging deep into the data and has realized that the fossil fuel cohort simply cannot fathom the speed of the Energy Transition.

    Gerard and Laurent have a lengthy debate about the trends, the adoption of clean energy, not only in the OECD, but also what is now referred as the “Global South” and deliver an optimist message about the future.

    In the present, the pessimists always sound smarter, but in the long-term optimists are always right.
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    RMI is a global NGO transforming the global energy system to secure a clean, prosperous, zero-carbon future for all.
    RMI: https://rmi.org/the-world-re-energized/
    RMI report: https://rmi.org/insight/the-cleantech-revolution/
    Nick Eyre work: https://link.springer.com/article/10.1007/s12053-021-09982-9?utm_source=substack&utm_medium=email
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    25 mins
  • 150. The new Valuation of Wind Assets

    150. The new Valuation of Wind Assets
    Sep 16 2024
    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, Laurent brought his friend Mortimer Menzel, Managing Partner of Augusta Co, one of the most seasoned investment bankers in the wind sector.

    After describing the past gloom (interest rates, inflation, supply chain, Ukraine), we analyse the fundamentals of the market and turn out to be very optimistic for the years ahead, both onshore and offshore.

    Mortimer talentedly explains how the risks and markets have evolved over time and what impact they will have on future valuations. Overall, he is bullish as ever.

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    I will be chairing a free Seminar on the future of Green Energy procurement with Ofgem, KPMG, S&P Global and Renewabl, the award-winning platform I seat on the Board of, at the law firm Wedlake Bell, on Thursday 3/10 at 4pm. In the City of London. Super technical.

    Link to Register.
    Renewabl day: The future of renewable energy procurement · Luma
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    14 mins
Economics
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