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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Economics
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Episodes
  • 165. Our Predictions for 2025

    165. Our Predictions for 2025
    Jan 2 2025
    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 Predictions in the Energy Transition.

    Here are the predictions that were made a year ago.
    1) Stellantis will outsource its EV production in China
    2) Politics: Elections in 2024 could derail the Energy Transition
    3) Oversupply of everything energy related – Prices are going down
    4) Stronger top-down governance of Transmission and Interconnection
    5) The return of Clean Energy shares
    6) China will gain massive international market in Wind and EVs

    Winner for best predictions is Michael Barnard, and the loser is Laurent (as usual)

    And here are our 6 predictions for 2025
    1) Oil production down in the US in 2025
    2) Oil prices will hit 40USD/bl in 2025
    3) Geopolitics, stressed supply chains and Energy bonanza will bring a more innovative and better world
    4) A bloodbath for Hydrogen in the Transportation sector
    5) Record installation of Solar (700GW), EVs (20m) and Batteries (200GWh)
    6) The end of all financial products labelled ESG, Climate and Carbon

    We wish all our listeners an excellent year 2025 and we love you all.
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    27 mins
  • 164. 2024 Wrap up: Successes, Surprises and Shocks

    164. 2024 Wrap up: Successes, Surprises and Shocks
    Dec 23 2024
    Merry Christmas. This is our last Episode of the Year where Laurent and Gerard summarise what impressed them, surprised them and shocked them. AI, Hydrogen, Renewables, USA vs Europe vs China, Climate. What worked, what did not work.
    2024 is a year that will be remembered at pivotal in so many aspects. We salute our friends, our influencers and unveil our book of the year: “The coming wave” by Mustafa Suleyman, not purely about Energy, but about the digital transformation that is revolutionising the world.

    Laurent and Gerard wish our listeners wonderful year end celebrations and… Buckle up for 2025.
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    18 mins
  • 163. Gerard is live at TedXBerlin / Welcome to the Era of Energy Disruption

    163. Gerard is live at TedXBerlin / Welcome to the Era of Energy Disruption
    Dec 16 2024
    Gerard delivered a master class at TedXBerlin about the four forces driving the Energy Revolution Solar, Batteries, Electronics and China. It is called “Welcome to the Era of Energy Disruption”

    An excellent introduction for tomorrow’s world.

    You can watch Gerard on YouTube:
    https://www.youtube.com/watch?v=VXwGvLj4rak
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    14 mins

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