The Pexapark Podcast Energy Transition – Investing where it hurts: Where would Laurent Segalen put his money?
Jan 9, 2025
Laurent Segalen, a clean energy investment banker and co-host of the acclaimed podcast 'Redefining Energy,' shares his deep insights on the energy transition. He highlights the looming battery boom and the evolving landscape of renewable investments, touching on significant offshore wind projects and the impact of regulatory changes. Laurent candidly discusses what frustrates him about current investment trends and emphasizes the vital need for profitable, scalable solutions in the quest for Net Zero.
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Battery Boom 2025
- Key grid operators predict a battery boom in 2025, with Texas, California, and Germany adding significant capacity.
- This "hunt for the duck curve" aims to stabilize renewable-heavy grids and profit from negative prices.
Better Energy's Bankruptcy
- Denmark's Better Energy went bankrupt, highlighting the shift from asset deployment to energy intelligence.
- Volatile prices, high interest rates, and soaring costs contributed to the company's downfall.
Digital Energy Investments
- Luca Bedredi asks Laurent Segalen about exciting investment opportunities within the digital side of the energy transition.
- Segalen is interested in investments that blend trading with smaller, scalable energy infrastructure.