Redefining Energy

“Sorry, I’m getting emotional when it comes to smart meters”. Part of Eurelectric’ s Power Summit 2021, we have had a great conversation with Dr Leonhard Birnbaum, the new CEO of E.ON. E.ON is a massive German Utility that has spent the last decade (aka “the lost decade”) selling its coal plants, exiting from nuclear and swapping assets with ex rival RWE. After this reinvention, E.ON can now face the 2020’s with a strong balance sheet and a clear strategy. How to make the most of its two main businesses, retail and networks? What is the impact of digitisation (EV charging, smart meters) on its revenue model? Will it have to adopt a more aggressive strategy than just deleveraging and distributing dividends? To summarise: is E.ON going to be a prey or a predator? Dr Leonhard Birnbaum faces all our questions with humour, humility, and comes up with a clear vision for his company. We would like to thank Kristian Ruby and the talented team of Eurelectric for organising the debate. https://www.eurelectric.org/We thank our partner Aquila Capital for supporting the show - https://www.aquila-capital.de/en/————-Follow the show on Twitter @Redef_Energy

The energy retail sector is also experiencing its version of the energy transition, where incumbents with legacy systems are challenged by new entrants rolling out ground-breaking digital platforms.Beyond the digital supremacy, disruptors bring a new approach to consumers' needs, much closer to Amazon than a Utility. We have invited one of the leading new entrants, Greg Jackson, CEO of Octopus Energy, to discuss innovations, new pricings systems, and its tech, called “Kraken”. Greg explains how to overcome regulatory hurdles which are benefiting the established companies and shares with us how he is on the cusp of conquering the world from its base of 20m clients. -------------------We thank our partner Aquila Capital for supporting the show - https://www.aquila-capital.de/en/10GW portfolio! Fantastic.-------------------Finally, thanks to Rosie Barnes, you can also see us on Youtube!https://www.youtube.com/watch?app=desktop&v=6B65dYBxIgU

China manufactures 2/3 of the world’s solar panels and 2/3 of the world’s batteries. How does it look on the ground? What technological advances do Chinese companies have and what does it means for the future? There is no better source of knowledge on the subject of Solar and Batteries that someone based in China and whose teams are inspecting hundreds of factories. This is for real; and, as usual in China, dynamics are complex… but the results are staggering. Andy Klump, CEO of CEA (Clean Energy Associates) share with Gerard and Laurent his world-class expertise of what’s happening in the solar and battery industries. The conversation also delves into ESG, carbon content and traceability questions. Ever declining costs are a very positive message for the Energy Transition.Thank you to Aquila Capital (https://www.aquila-capital.de/en/) for supporting the show.

In Episode 47, we dive into the exponential development of batteries into the Grid: the Energy Storage industry is doubling size every year. One of the key market is the UK, where the market is expected to x10 this decade because of the rise of renewables, the electrification of transport and heating, and the need for an ever-greater resiliency. We wanted to discuss the various aspects of investing in Batteries with Ben Guest, Managing Director at Gresham House, a very talented and innovative Infrastructure Asset Manager. What are the opportunities and the challenges to invest in Batteries from a technical, digital and equity points of view? What are the revenues and how will they evolve? Where is the technology leading us? And so much more is the truly enlightening episodeWe thank Aquila Capital for supporting the show!https://www.aquila-capital.de/en/

After several black outs in the past months, the irresistible growing trend towards electrification and the relentless rise of renewables, the grid has become the indispensable nervous system of the energy transition. How can the grid manage more intermittent and decentralized sources while ensuring more resiliency in dire and more recurrent weather extremes. Gerhard Salge, CTO Hitachi ABB Power Grids provides solutions for a modernised XXIst Century super-grid. The super-grid will be strengthen through interconnectors and AI, but also integrate new usages such as emobility, heating, and industrial uses like steel and mining. This is a journey where digisation, virtual inertia, mini-hubs are the new tool to build, manage and strengthen the XXist century supergrid. Massive investments and new mindsets will be key to a cleaner and more resilient electrical world. Thank you to our partner - Aquila Capital - for supporting the show.Visit Aquila Capital: https://www.aquila-capital.de/en/

The UK Green Industrial Revolution was introduced by Boris Johnson, UK Prime Minister, in 2020. It is a holistic approach to decarbonisation, but we wanted to focus on one of its key aspects: the development of the largest offshore wind farms in the world. Beyond climate change, it is about innovation, new opportunities and massive jobs creation. We have invited two young engineers working on those gigantic projects Ajai Ahluwalia of Equinor and Virginia Ruiz of ScottishPower-Iberdrola. On the top of their daily jobs, they have both volunteered to work in the shadow board of RenewableUK (the trade association representing the renewable energy sector) and they are actively preparing COP26. It is great to have young, diverse guests on the show, not just old grumpy white dudes. The passion and dedication of Millennials is definitely powering the Green Industrial Revolution.

Exploring the growing interest in hydrogen as a means of decarbonization and discussing its challenges, including making it economically viable. Analyzing the use of hydrogen in various industries and comparing electricity usage for hydrogen production versus heat pumps. Discussing the frenzy and valuations in the hydrogen stock market and the role of the European Union's hydrogen strategy.