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Redefining Energy

Latest episodes

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29 snips
Mar 3, 2025 • 26min

171. PPAs and Tolling: lessons for the future - Mar25

Explore the shifting landscape of Power Purchase Agreements with insights on the stable corporate demand and the rise of innovative deal structures. Discover the impact of new technologies like battery storage on the market, and how hybrid models are changing the game. The podcast also dives into predictions for 2025 and the growing influence of negative pricing. Plus, celebrate Pexapark’s first venture into the US market with the acquisition of Renewafi, marking a significant step in their American expansion!
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24 snips
Feb 24, 2025 • 26min

170. Why is the electricity Supercycle unstoppable? Gerard in Davos

Andreas Schierenbeck, CEO of Hitachi Energy, shares insights from the World Economic Forum in Davos. He discusses the unstoppable electricity supercycle, driven by electrification and digital demand. The conversation highlights how AI and renewables are revolutionizing energy solutions and the critical role of electricity in transitioning from fossil fuels. Schierenbeck emphasizes Hitachi’s commitment to sustainability and the challenges of managing grid demands, particularly in Norway, while advocating for cooperation to enhance energy security.
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27 snips
Feb 17, 2025 • 30min

169. 2025 State of play in the battery universe - Feb25

Aaron Wade, Business Development Lead at Gaussion and Project Director for the Volta Foundation, dives deep into the booming battery industry. He discusses the pivotal role of China in battery production and the rise of lithium iron phosphate (LFP) technology. Aaron elaborates on the supply chain dynamics, the anticipated changes in battery chemistries like sodium-ion, and the ongoing challenges of recycling. The conversation also touches on market consolidation and how innovative designs are shaping the future of electric vehicles and energy storage solutions.
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7 snips
Feb 3, 2025 • 18min

168. "Invest where it hurts!" - Laurent at Pexapark

Join an enlightening conversation focusing on where to invest in the Energy Transition. Explore a unique investment typology, from aspirational to salvation attempts. Discover the contrasting strategies between Europe and the U.S. and the challenges in solar and wind investments. The discussion dives into the contentious role of hydrogen, its inefficiencies, and the promise of battery technology. Finally, navigate through regulatory challenges in Europe versus the flexibility of Texas's market. It’s a thought-provoking look at the future of clean energy.
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29 snips
Jan 27, 2025 • 33min

167. The future growth of LNG - Jan 25

Seb Kennedy, a leading market analyst and Founding Editor of Energy Flux, dives into the rapidly changing world of liquefied natural gas. He discusses the major influences shaping the market, including COVID-19, geopolitical tensions, and the surge in U.S. export capacity. Kennedy highlights Qatar's role as a low-cost producer and predicts a surplus in LNG supply due to large capacities from both the U.S. and Qatar. He also tackles the complexities of pricing and Europe’s intertwined challenges of decarbonization, security, and affordability.
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15 snips
Jan 13, 2025 • 30min

166. Green Equities Performance: Core vs Periphery - Jan 2025

Shanu Mathew, Senior Vice President at Lazard Asset Management and an expert in sustainable equities, dives into the contrasting performances of clean tech sectors in 2024. He highlights a 20% drop in 'Core' Cleantech versus the remarkable success of 'Periphery' companies like Siemens Energy. Shanu discusses the underlying fundamentals of this divergence, including interest rates and political uncertainties. He also sheds light on the electricity demand surge driven by AI and datacenters, and predicts a potential positive rebalancing for Core Cleantech in 2025.
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19 snips
Jan 2, 2025 • 27min

165. Our Predictions for 2025

Michael Barnard, an energy transition expert, joins Gerard and Laurent to kick off the new year with bold predictions for 2025. They discuss the potential decline of U.S. oil production and falling oil prices, forecasting a dramatic shift in the energy landscape. Geopolitical tensions and supply chain stresses may spur innovative solutions. The team humorously reflects on the challenges facing hydrogen in transportation and predicts a record surge in solar and EV adoption. They also foresee the end of ESG-labeled financial products, sparking a lively debate.
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5 snips
Dec 23, 2024 • 18min

164. 2024 Wrap up: Successes, Surprises and Shocks

The hosts reflect on the pivotal year of 2024, highlighting surprises in AI, hydrogen, and renewables. They discuss the clash of energy dynamics among the USA, Europe, and China, emphasizing economic factors over climate challenges. Key innovations and influential figures are acknowledged as they celebrate impressive clean technology advancements. The discussion also covers the contradictions in environmentalism and the need for a balanced approach. Finally, they unveil a must-read book and encourage listeners to prepare for an exciting 2025.
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Dec 16, 2024 • 14min

163. Gerard is live at TedXBerlin / Welcome to the Era of Energy Disruption

Discover the four forces shaping the energy revolution: Solar, Batteries, Electronics, and China's influence. Dive into insights from a master class at TedXBerlin that spotlights the rapid rise of solar technology. Uncover how battery advancements are surpassing traditional energy sources like nuclear power. Explore the critical shift toward green technologies and the electrification of global energy systems, signaling a significant transformation in how we harness and consume energy.
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Dec 9, 2024 • 30min

162. Industrial Climate Solutions – Bridging the “Missing Middle” - Dec24

Shaun Kingsbury, CEO of Just Climate and former leader in UK offshore wind, dives into the complexities of investing in high-emission industries like steel and cement. He discusses how Just Climate bridges the funding gap in climate solutions with innovative financing strategies. Shaun emphasizes the critical balance between profitability and sustainability, highlighting the need for impactful returns. The conversation also touches on the cyclical nature of clean tech investments, balancing short-term challenges with long-term optimism.

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