Redefining Energy

Exploring recent reports on energy transition with valuable insights on European electricity markets, renewable energy growth, AI in energy sector, and advancements in battery technology. Delve into data-driven analysis on climate change, green investments, and the evolving energy landscape.

Luca Pedretti, CEO of Pexapark, discusses the evolving PPA market, tech giants shaping the green power market, and the influence of soviet-era industrial policies on fuel choices. They explore risk pricing, hour Green Certificates, and the need for market signals in the energy sector.

This week, Michael Barnard, host of Redefining Energy - Tech, discusses the decarbonization of the shipping industry. They explore electrification options, the role of hydrogen, green ammonia, methanol, and biodiesel. Hybrid and multi-fuel solutions are favored. They also talk about the potential of batteries, alternative fuels like biofuels and ammonia, and the need for a special bunkering infrastructure for alternative fuels. The future adoption of hybrid configurations with batteries is speculated for reduced pollution and noise near ports.

The podcast explores the often overlooked topic of energy efficiency, highlighting its importance in sectors like buildings, industry, and transport. The hosts discuss challenges and propose solutions for improving energy efficiency. They also delve into the impact of the Ukrainian crisis on Europe's energy security and highlight the significance of energy efficiency in cost mitigation. The podcast concludes with a discussion on the future growth and investment plans of Sustainable Development Capital and the importance of scalability in energy efficiency projects.

The podcast discusses the collapse of infrastructure fund raises in 2023, the consolidation of the infrastructure investing sector, increasing cost of capital for renewables, and financial institutions acquiring businesses in the clean energy space.

The podcast discusses the decrease in clean tech investments and the future of the industry. It explores private equity investment, ranking of sub-sectors, and the decline in agriculture-related investment. Various clean technology areas are covered, including alternative proteins, electric mobility, and renewable energy solutions. The challenges faced by non-listed clean tech companies in scaling their operations are also explored.

Long term renewables assets portfolios provide stable returns. In most of the world, they are held by pension funds, insurance companies or big infrastructure funds. We have the exception of the UK with listed Infrastructure funds, also known as Yieldcos. For more than a decade, Yieldcos have been the backbone of the Energy Transition investing.To explain what are listed Infrastructure funds, we bring in Colette Ord, Director, Investment Companies Research Property & Infrastructure at DBNumis. Deutsche Numis is a leading UK-focused investment bank leader in the UK market, the adviser of choice for listed companies, including one-fifth of the FTSE 350 index, with an average market capitalisation of £1bn, and has acted on the most UK IPOs over the past decade.Colette Ord has analysed the listed infrastructure and renewables investment company segment of the London market since the launch of the first fund in 2006, so we dig into what was the thesis behind their launch 10 years ago.We investigate how they delivered in terms of performance. We then dig deep into the key metrics of NAV (Net Asset Value). What is NAV, how it is calculated, how is it consistent. Then we analyse the interaction between free-risk interest rates and valuation of Yieldcos.We conclude on their future, especially how they are progressively morphing into IPP (independent Power Producers)An Episode powered by AXPO Link to Bruce Huber’s paper on Yieldcos. https://www.linkedin.com/pulse/yieldco-fallout-bargain-zombie-category-bruce-huber-jnbie/

This podcast discusses the recent surge in uranium prices, the restart of the Kashi Wazaki Kariwa nuclear plant in Japan, the future prospects of nuclear and offshore wind energy, the limited growth of offshore wind technology, and the financing of offshore wind projects and the Cummins pollution scandal.

Michael Barnard, co-host of RE TECH and referee for predictions made a year ago, joins Gerard and Laurent to discuss their predictions for 2024 in the energy transition. They cover topics such as the record installation of energy transition technologies, consolidation in the EV sector, volatility in the energy market, new alternatives to Li-Ion in stationary storage, the lack of plans in the energy transition, the future of nuclear energy, Stellantis outsourcing its EV production in China, the impact of politics on the energy transition, oversupply of energy-related products, stronger top-down governance, the return of clean energy shares, and China's domination in the wind and EV markets.

Guest Jigar Shah, Person of the Year, is discussed in the final episode. The Redefining Energy Awards winners include BYD, PV Case, Tesla, and more. Notable topics include Tesla's charging network, trading opportunities, scandals, and nominations for Person of the Year and Stupidest Quote. The success of big projects through modularity and scalability is explored with book recommendations.